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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 8,533 | $2.79M | 0.37% | −393−4.4% | Reduced |
| First National Bank & Trust Co of Newtown | 7,921 | $2.79M | 0.57% | −8−0.1% | Reduced |
| Verum Partners LLC | 8,511 | $2.79M | 0.42% | +1,852+27.8% | Added |
| Capital Management Associates | 8,500 | $2.78M | 3.58% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 8,500 | $2.78M | 0.54% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 8,495 | $2.78M | 0.18% | +172+2.1% | Added |
| Transamerica Financial Advisors, Inc. | 8,488 | $2.78M | 0.24% | +711+9.1% | Added |
| Rodgers Brothers Inc. | 8,478 | $2.78M | 0.27% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 8,476 | $2.77M | 1.06% | +283+3.5% | Added |
| Matrix Private Capital Group LLC | 8,470 | $2.77M | 1.21% | +11+0.1% | Added |
| Icapital Wealth LLC | 8,462 | $2.77M | 1.55% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 8,455 | $2.77M | 0.15% | +2,697+46.8% | Added |
| Keystone Wealth Services, LLC | 8,437 | $2.76M | 0.51% | +270+3.3% | Added |
| Lazari Capital Management, Inc. | 8,427 | $2.76M | 0.85% | −79−0.9% | Reduced |
| Citadel Investment Advisory, Inc. | 8,422 | $2.76M | 1.25% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 8,406 | $2.75M | 0.26% | −6,551−43.8% | Reduced |
| 111 Capital | 8,402 | $2.75M | 0.47% | +2,645+45.9% | Added |
| South Plains Financial, Inc. | 8,399 | $2.75M | 1.48% | +999+13.5% | Added |
| Ethos Capital Management, Inc. | 8,398 | $2.75M | 1.96% | +2,339+38.6% | Added |
| Roxbury Financial LLC | 8,385 | $2.74M | 2.17% | +68+0.8% | Added |
| Samalin Investment Counsel, LLC | 8,381 | $2.74M | 0.88% | −220−2.6% | Reduced |
| Bay Capital Advisors, LLC | 8,380 | $2.74M | 1.47% | −18−0.2% | Reduced |
| Cypress Capital Management LLC (WY) | 8,379 | $2.74M | 2.29% | −12−0.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,372 | $2.74M | 0.68% | −967−10.4% | Reduced |
| WMS Group LLC | 8,364 | $2.74M | 3.53% | −396−4.5% | Reduced |
| Income Insurance Ltd | 8,359 | $2.74M | 1.63% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8,355 | $2.73M | 0.15% | +907+12.2% | Added |
| LaSalle St. Investment Advisors, LLC | 8,351 | $2.73M | 0.33% | −130−1.5% | Reduced |
| Strait & Sound Wealth Management LLC | 8,348 | $2.73M | 0.96% | −733−8.1% | Reduced |
| Orrstown Financial Services Inc | 8,327 | $2.73M | 0.40% | −268−3.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 8,323 | $2.72M | 0.75% | +320+4.0% | Added |
| Milestone Asset Management, LLC | 8,308 | $2.72M | 0.43% | +1,888+29.4% | Added |
| Waterfront Wealth Inc. | 8,082 | $2.72M | 0.42% | −16−0.2% | Reduced |
| Root Financial Partners, LLC | 8,305 | $2.72M | 0.11% | +866+11.6% | Added |
| Deane Retirement Strategies, Inc. | 8,280 | $2.71M | 1.15% | +8,280 | New |
| Corrado Advisors, LLC | 8,281 | $2.71M | 1.25% | −33−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,273 | $2.71M | 0.58% | −86−1.0% | Reduced |
| Cheviot Value Management, LLC | 8,273 | $2.71M | 0.28% | +100+1.2% | Added |
| Southeast Asset Advisors Inc. | 8,269 | $2.71M | 0.27% | +20.0% | Added |
| Stableford Capital II LLC | 8,265 | $2.71M | 0.94% | −194−2.3% | Reduced |
| Old Point Trust & Financial Services N A | 8,261 | $2.70M | 0.82% | +695+9.2% | Added |
| West Family Investments, Inc. | 8,256 | $2.70M | 0.78% | +3,955+92.0% | Added |
| Farrow Financial Inc. | 8,252 | $2.70M | 1.44% | +110+1.4% | Added |
| Mendel Money Management | 8,250 | $2.70M | 0.99% | −231−2.7% | Reduced |
| QTR Family Wealth, LLC | 8,244 | $2.70M | 0.94% | +978+13.5% | Added |
| Wrapmanager Inc | 8,244 | $2.70M | 0.84% | −105−1.3% | Reduced |
| Northstar Advisory Group, LLC | 8,236 | $2.70M | 0.84% | −415−4.8% | Reduced |
| Physicians Financial Services, Inc. | 8,232 | $2.69M | 0.67% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 8,232 | $2.69M | 0.67% | +3,686+81.1% | Added |
| Key Client Fiduciary Advisors, LLC | 8,229 | $2.69M | 0.78% | −30−0.4% | Reduced |
| Gilman Hill Asset Management, LLC | 8,202 | $2.68M | 0.37% | +458+5.9% | Added |
| Net Worth Advisory Group | 8,187 | $2.68M | 0.68% | −553−6.3% | Reduced |
| First Heartland Consultants, Inc. | 8,168 | $2.67M | 0.17% | +193+2.4% | Added |
| Gilbert & Cook, Inc. | 8,168 | $2.67M | 0.31% | +26+0.3% | Added |
| Seeds Investor LLC | 8,159 | $2.67M | 0.27% | +1,002+14.0% | Added |
| Birchbrook, Inc. | 8,157 | $2.67M | 1.25% | −693−7.8% | Reduced |
| Eagle Wealth Strategies LLC | 8,148 | $2.67M | 1.02% | +6+0.1% | Added |
| Balance Wealth, LLC | 8,145 | $2.67M | 0.71% | +834+11.4% | Added |
| Asset Advisory Group, Inc. | 8,142 | $2.67M | 1.16% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 8,131 | $2.66M | 0.29% | +196+2.5% | Added |
| Midway Capital Research & Management | 8,122 | $2.66M | 2.11% | +72+0.9% | Added |
| 626 Financial, LLC | 8,117 | $2.66M | 1.04% | −95−1.2% | Reduced |
| Anb Bank | 8,101 | $2.65M | 0.99% | −221−2.7% | Reduced |
| Commons Capital, LLC | 8,098 | $2.65M | 1.85% | +101+1.3% | Added |
| Saiph Capital, LLC | 8,098 | $2.65M | 0.79% | +493+6.5% | Added |
| Tudor Financial Inc. | 8,097 | $2.65M | 1.19% | −33−0.4% | Reduced |
| Fortem Financial Group, LLC | 8,070 | $2.64M | 0.54% | −749−8.5% | Reduced |
| Lantz Financial LLC | 8,068 | $2.64M | 0.48% | −15−0.2% | Reduced |
| Warm Springs Advisors Inc. | 8,067 | $2.64M | 1.83% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,058 | $2.64M | 0.96% | +1,872+30.3% | Added |
| Ruggiero Investments, Inc. | 8,058 | $2.64M | 2.24% | −3,523−30.4% | Reduced |
| Centerpoint Advisory Group | 8,041 | $2.63M | 1.67% | −538−6.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 8,035 | $2.63M | 0.64% | −279−3.4% | Reduced |
| Global Wealth Strategies & Associates | 8,027 | $2.63M | 0.50% | +6,400+393.4% | Added |
| Orion Capital Management LLC | 8,024 | $2.63M | 0.82% | 00.0% | Unchanged |
| Cercano Management LLC | 8,022 | $2.63M | 0.35% | −20,363−71.7% | Reduced |
| HBW Advisory Services LLC | 8,014 | $2.62M | 0.24% | +945+13.4% | Added |
| McAdam, LLC | 8,014 | $2.62M | 0.10% | +1,994+33.1% | Added |
| Orographic Financial Advisors, LLC | 7,185 | $2.62M | 1.74% | −645−8.2% | Reduced |
| Aspen Wealth Strategies, LLC | 8,013 | $2.62M | 1.27% | −42−0.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 8,002 | $2.62M | 0.56% | −100−1.2% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $2.62M | 0.83% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 7,985 | $2.61M | 1.00% | +1,215+17.9% | Added |
| Accel Wealth Management | 7,968 | $2.61M | 0.59% | −115−1.4% | Reduced |
| Jmac Enterprises LLC | 7,956 | $2.60M | 0.44% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 7,956 | $2.60M | 0.26% | +86+1.1% | Added |
| Element Wealth, LLC | 7,946 | $2.60M | 0.98% | −147−1.8% | Reduced |
| American State Bank (Iowa) | 7,939 | $2.60M | 1.05% | +173+2.2% | Added |
| Newbridge Financial Services Group, Inc. | 7,919 | $2.59M | 0.32% | +3,966+100.3% | Added |
| Kelly Lawrence W & Associates Inc | 7,903 | $2.59M | 0.55% | −200−2.5% | Reduced |
| Ti-Trust, Inc | 7,895 | $2.58M | 1.39% | 00.0% | Unchanged |
| Northstar Group, Inc. | 7,890 | $2.58M | 0.33% | −50−0.6% | Reduced |
| Florida Financial Advisors, LLC | 7,877 | $2.58M | 0.44% | +1,043+15.3% | Added |
| Tortuga Wealth Management, Inc | 7,870 | $2.58M | 1.95% | −278−3.4% | Reduced |
| Johnson & White Wealth Management, LLC | 7,866 | $2.57M | 0.96% | −76−1.0% | Reduced |
| Paulson Wealth Management Inc. | 7,845 | $2.57M | 0.54% | +42+0.5% | Added |
| Annandale Capital, LLC | 7,842 | $2.57M | 0.38% | 00.0% | Unchanged |
| Security National Bank of So Dak | 7,839 | $2.57M | 1.18% | −1,597−16.9% | Reduced |
| Alliance Private Wealth, LLC | 7,833 | $2.56M | 0.89% | −410−5.0% | Reduced |
| Brian Low Financial Group, LLC | 7,833 | $2.56M | 1.50% | +1,084+16.1% | Added |