JPMorgan Chase & Co
JPM- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 5,158 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.
Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
13F holders, Q2 2026
Institutional positions in JPMorgan Chase & Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
Q3 2026 data is still coming in: 24 institutions have reported holding JPM so far. See Q3 2026
- Institutional holders
- 5,158
- +123 vs. Q1 2026
- Shares held
- 1.97B
- +25.3M (+1.3%) vs. Q1 2026
- Total value
- $643.7B
- +$73.4B (+12.9%) vs. Q1 2026
- New holders
- 237
- 2,268 more added
- Sold out
- 114
- 2,116 more reduced
68 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,595 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 9,356 | $3.06M | 0.20% | +72+0.8% | Added |
| Boomfish Wealth Group, LLC | 9,353 | $3.06M | 1.39% | +222+2.4% | Added |
| NorthStar Asset Management LLC | 9,326 | $3.05M | 1.24% | −25−0.3% | Reduced |
| Walsky Investment Management, Inc. | 9,312 | $3.05M | 2.83% | −174−1.8% | Reduced |
| Black Diamond Financial, LLC | 9,300 | $3.04M | 0.27% | −6−0.1% | Reduced |
| Prentice Wealth Management LLC | 9,298 | $3.04M | 0.63% | +112+1.2% | Added |
| Papamarkou Wellner Asset Management inc. | 10,344 | $3.04M | 1.91% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 9,296 | $3.04M | 0.30% | −471−4.8% | Reduced |
| Westview Management dba Westview Investment Advisors | 9,261 | $3.03M | 1.48% | −302−3.2% | Reduced |
| Front Row Advisors LLC | 8,362 | $3.03M | 0.88% | −270−3.1% | Reduced |
| Tower View Investment Management & Research LLC | 9,245 | $3.03M | 1.33% | −512−5.2% | Reduced |
| Navellier & Associates Inc | 9,240 | $3.02M | 0.24% | +1,000+12.1% | Added |
| Westmount Partners, LLC | 9,237 | $3.02M | 0.67% | +113+1.2% | Added |
| LexAurum Advisors, LLC | 9,218 | $3.02M | 0.35% | −63−0.7% | Reduced |
| Redwood Investment Management, LLC | 9,218 | $3.02M | 0.30% | +321+3.6% | Added |
| MRP Capital Investments, LLC | 9,208 | $3.01M | 2.22% | −73−0.8% | Reduced |
| Asio Capital, LLC | 9,178 | $3.00M | 0.38% | −319−3.4% | Reduced |
| Kingstone Capital Partners Texas, LLC | 9,173 | $3.00M | 1.60% | −361−3.8% | Reduced |
| Chesapeake Wealth Management | 9,165 | $3.00M | 0.84% | −340−3.6% | Reduced |
| Cromwell Holdings LLC | 9,150 | $3.00M | 1.34% | +237+2.7% | Added |
| Windsor Capital Management, LLC | 9,139 | $2.99M | 0.78% | −748−7.6% | Reduced |
| Iron Financial, LLC | 9,134 | $2.99M | 1.23% | −69−0.7% | Reduced |
| Sunpointe, LLC | 9,130 | $2.99M | 0.85% | −1,421−13.5% | Reduced |
| Oarsman Capital, Inc. | 9,101 | $2.98M | 0.32% | +697+8.3% | Added |
| CFC Planning Co LLC | 9,085 | $2.97M | 1.76% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9,077 | $2.97M | 0.54% | +2,124+30.5% | Added |
| Astoria Portfolio Advisors LLC. | 9,073 | $2.97M | 0.50% | +898+11.0% | Added |
| Keebeck Wealth Management, LLC | 9,065 | $2.97M | 0.29% | +629+7.5% | Added |
| Mendel Capital Management LLC | 9,065 | $2.97M | 1.34% | −130−1.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 8,225 | $2.96M | 1.20% | −36−0.4% | Reduced |
| Yukon Wealth Management, Inc. | 9,039 | $2.96M | 0.85% | +9,039 | New |
| MWA Asset Management | 9,038 | $2.96M | 1.34% | −69−0.8% | Reduced |
| Pitcairn Wealth Advisors LLC | 9,034 | $2.96M | 0.32% | −900−9.1% | Reduced |
| KC Investment Advisors, LLC | 9,032 | $2.96M | 0.56% | +244+2.8% | Added |
| Brown Financial Advisors | 9,025 | $2.95M | 1.03% | +49+0.5% | Added |
| Talon Private Wealth, LLC | 9,004 | $2.95M | 0.34% | −361−3.9% | Reduced |
| Washington Capital Management Inc | 9,000 | $2.95M | 1.94% | +5,455+153.9% | Added |
| Emprise Bank | 8,997 | $2.94M | 1.08% | −76−0.8% | Reduced |
| World Equity Group, Inc. | 8,987 | $2.94M | 0.66% | −129−1.4% | Reduced |
| Cannon Capital Management, Inc. | 8,980 | $2.94M | 2.50% | +74+0.8% | Added |
| Storen Legacy Partners, LLC | 8,978 | $2.94M | 0.80% | +1,205+15.5% | Added |
| Vista Investment Partners II, LLC | 8,972 | $2.94M | 1.15% | −63−0.7% | Reduced |
| Cape Ann Savings Bank | 8,972 | $2.94M | 1.38% | −70−0.8% | Reduced |
| Carson Advisory Inc. | 8,963 | $2.93M | 1.35% | −11−0.1% | Reduced |
| Security National Bank of Sioux City Iowa | 8,952 | $2.93M | 1.20% | +1,928+27.4% | Added |
| Monte Financial Group, LLC | 8,321 | $2.93M | 0.94% | −75−0.9% | Reduced |
| Keystone Financial Services | 8,929 | $2.92M | 0.75% | +80+0.9% | Added |
| Deltec Asset Management LLC | 8,925 | $2.92M | 0.43% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 8,925 | $2.92M | 0.63% | +90+1.0% | Added |
| Lederer & Associates Investment Counsel | 8,899 | $2.91M | 1.92% | −168−1.9% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 8,898 | $2.91M | 1.02% | −627−6.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 8,889 | $2.91M | 0.27% | +13+0.1% | Added |
| Byrne Asset Management LLC | 8,888 | $2.91M | 1.58% | −727−7.6% | Reduced |
| Ambassador Advisors, LLC | 8,883 | $2.91M | 0.35% | −435−4.7% | Reduced |
| Range Advisory, LLC | 8,876 | $2.91M | 0.35% | +2,586+41.1% | Added |
| Foster Group, Inc. | 8,862 | $2.90M | 0.08% | +162+1.9% | Added |
| ELCO Management Co., LLC | 8,856 | $2.90M | 1.25% | +92+1.0% | Added |
| Ibex Wealth Advisors | 8,850 | $2.90M | 0.23% | −16,383−64.9% | Reduced |
| FORA Capital, LLC | 8,849 | $2.90M | 0.20% | +5,389+155.8% | Added |
| Benchmark Investment Advisors LLC | 8,840 | $2.89M | 1.27% | −146−1.6% | Reduced |
| Legacy Edge Advisors, LLC | 8,830 | $2.89M | 0.27% | −63−0.7% | Reduced |
| Bolthouse Investments, LLC | 8,802 | $2.88M | 2.33% | 00.0% | Unchanged |
| Ak Global Asset Management, LLC | 8,800 | $2.88M | 2.44% | +350+4.1% | Added |
| Bennett Selby Investments LP | 8,800 | $2.88M | 0.92% | +39+0.4% | Added |
| Atwood & Palmer Inc | 8,799 | $2.88M | 0.15% | −52−0.6% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 8,773 | $2.87M | 1.10% | 00.0% | Unchanged |
| M. Kraus & Co | 8,762 | $2.87M | 0.76% | +35+0.4% | Added |
| Winning Points Advisors, LLC | 20,661 | $2.87M | 3.78% | −274−1.3% | Reduced |
| Navalign, LLC | 8,756 | $2.87M | 0.67% | −29−0.3% | Reduced |
| Chancellor Financial Group WB LP | 8,754 | $2.87M | 1.77% | +689+8.5% | Added |
| IFG Advisors, LLC | 8,748 | $2.86M | 0.39% | −41−0.5% | Reduced |
| Hummer Financial Advisory Services Inc | 8,740 | $2.86M | 1.88% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 8,739 | $2.86M | 0.58% | +114+1.3% | Added |
| Mainstream Capital Management LLC | 8,738 | $2.86M | 1.72% | −17−0.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $2.86M | 0.68% | 0 | Unchanged |
| Bath Savings Trust Co | 8,729 | $2.86M | 0.30% | +555+6.8% | Added |
| Clear Wave Wealth Management LLC | 8,720 | $2.85M | 0.63% | +145+1.7% | Added |
| LBMC Investment Advisors, LLC | 8,716 | $2.85M | 0.15% | +170+2.0% | Added |
| Costello Asset Management, INC | 8,700 | $2.85M | 0.85% | +132+1.5% | Added |
| Anchyra Partners LLC | 8,683 | $2.84M | 0.68% | +536+6.6% | Added |
| Berkeley Capital Partners, LLC | 8,667 | $2.84M | 0.58% | +132+1.5% | Added |
| City State Bank | 8,656 | $2.83M | 0.65% | −49−0.6% | Reduced |
| Cim, LLC | 8,651 | $2.83M | 0.37% | +309+3.7% | Added |
| Cora Capital Advisors LLC | 8,648 | $2.83M | 0.79% | −183−2.1% | Reduced |
| Sovereign Financial Group, Inc. | 8,640 | $2.83M | 0.43% | +257+3.1% | Added |
| O'Domhnaill Enterprises, Inc. | 8,635 | $2.83M | 2.26% | +3,868+81.1% | Added |
| Wealth Management Associates, Inc. | 8,631 | $2.83M | 0.78% | +305+3.7% | Added |
| Shaker Investments LLC | 8,630 | $2.82M | 1.02% | −82−0.9% | Reduced |
| 1620 Investment Advisors, Inc. | 8,618 | $2.82M | 1.75% | −262−3.0% | Reduced |
| Platform Wealth Management, LLC | 8,613 | $2.82M | 1.03% | +8,613 | New |
| Serenity Investment Advisors | 8,008 | $2.82M | 1.20% | −206−2.5% | Reduced |
| JNBA Financial Advisors | 8,578 | $2.81M | 0.21% | +20+0.2% | Added |
| Greykasell Wealth Strategies, Inc. | 8,577 | $2.81M | 1.02% | +20+0.2% | Added |
| Greatmark Investment Partners, Inc. | 8,577 | $2.81M | 0.31% | 00.0% | Unchanged |
| Invst, LLC | 8,563 | $2.80M | 0.27% | +31+0.4% | Added |
| Westbourne Investment Advisors, Inc. | 8,555 | $2.80M | 0.77% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 8,554 | $2.80M | 2.01% | +21+0.2% | Added |
| Gilder Gagnon Howe & Co LLC | 8,543 | $2.80M | 0.03% | −592−6.5% | Reduced |
| Trust Investment Advisors | 8,541 | $2.80M | 1.34% | −24−0.3% | Reduced |
| Affiance Financial, LLC | 8,532 | $2.79M | 0.40% | 00.0% | Unchanged |