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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 7,831 | $2.56M | 0.65% | +24+0.3% | Added |
| Regent Peak Wealth Advisors LLC | 7,828 | $2.56M | 0.47% | +245+3.2% | Added |
| MBA Advisors LLC | 7,825 | $2.56M | 0.87% | −54−0.7% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,819 | $2.56M | 1.86% | +284+3.8% | Added |
| Northwest Wealth Management, LLC | 7,818 | $2.56M | 0.34% | +45+0.6% | Added |
| Syntax Research, Inc. | 7,806 | $2.56M | 1.87% | +54+0.7% | Added |
| Cornerstone Planning Group LLC | 7,337 | $2.55M | 0.32% | −21−0.3% | Reduced |
| COFG Advisors, LLC | 7,798 | $2.55M | 0.44% | +2,510+47.5% | Added |
| Lodestar Private Asset Management LLC | 7,792 | $2.55M | 0.22% | +1,854+31.2% | Added |
| Sather Financial Group Inc | 7,789 | $2.55M | 0.15% | +482+6.6% | Added |
| Mirabaud Asset Management Ltd | 7,738 | $2.55M | 2.12% | −21,759−73.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 7,772 | $2.54M | 0.20% | +297+4.0% | Added |
| Holistic Planning, LLC | 7,770 | $2.54M | 0.40% | +159+2.1% | Added |
| Eukles Asset Management | 7,770 | $2.54M | 1.05% | +142+1.9% | Added |
| Dala Group, LLC | 7,756 | $2.54M | 2.09% | −478−5.8% | Reduced |
| Palacios Wealth Management, LLC | 7,754 | $2.54M | 1.50% | −15−0.2% | Reduced |
| W Advisors, LLC | 7,746 | $2.54M | 1.15% | −26−0.3% | Reduced |
| Eley Financial Management, Inc | 7,726 | $2.53M | 0.82% | −238−3.0% | Reduced |
| KRS Capital Management, LLC | 7,713 | $2.52M | 1.18% | +39+0.5% | Added |
| Howard Financial Services, Ltd. | 7,710 | $2.52M | 0.25% | +551+7.7% | Added |
| PFC Capital Group, Inc. | 7,710 | $2.52M | 0.97% | −141−1.8% | Reduced |
| Blue Line Capital, LLC | 7,706 | $2.52M | 2.18% | +2,441+46.4% | Added |
| Defined Wealth Management, LLC | 7,705 | $2.52M | 1.30% | +71+0.9% | Added |
| Castle Wealth Management LLC | 7,701 | $2.52M | 0.75% | +52+0.7% | Added |
| Trust Co of the South | 7,701 | $2.52M | 0.35% | −5−0.1% | Reduced |
| Mason & Associates Inc | 7,696 | $2.52M | 0.41% | −71−0.9% | Reduced |
| Menard Financial Group LLC | 7,688 | $2.52M | 1.37% | +902+13.3% | Added |
| Miller Financial Services LLC | 7,673 | $2.51M | 2.03% | +7,673 | New |
| Oakwell Private Wealth Management, LLC | 7,670 | $2.51M | 0.42% | −876−10.3% | Reduced |
| O'Brien Greene & Co. Inc | 7,668 | $2.51M | 0.69% | −973−11.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 7,665 | $2.51M | 0.71% | +776+11.3% | Added |
| BXM Wealth LLC | 7,659 | $2.51M | 1.36% | +985+14.8% | Added |
| Pacific Capital Partners Ltd | 7,622 | $2.49M | 2.16% | +3,722+95.4% | Added |
| Kozak & Associates, Inc. | 7,459 | $2.49M | 0.43% | +40+0.5% | Added |
| ZEGA Investments, LLC | 7,609 | $2.49M | 0.42% | −8,741−53.5% | Reduced |
| Riverbend Wealth Management, LLC | 7,606 | $2.49M | 1.27% | +378+5.2% | Added |
| Wealth Dimensions Group, Ltd. | 7,596 | $2.49M | 0.45% | −17−0.2% | Reduced |
| Genus Capital Management Inc. | 7,592 | $2.49M | 0.24% | −1,900−20.0% | Reduced |
| Vista Capital Partners, Inc. | 7,589 | $2.48M | 0.22% | +52+0.7% | Added |
| Petros Family Wealth, LLC | 7,566 | $2.48M | 1.52% | +110+1.5% | Added |
| CPA Asset Management LLC | 7,561 | $2.47M | 0.71% | +158+2.1% | Added |
| CFO4Life Group, LLC | 7,557 | $2.47M | 0.33% | +69+0.9% | Added |
| Advus Financial Partners, LLC | 7,541 | $2.47M | 0.70% | +6,702+798.8% | Added |
| First National Bank Sioux Falls | 7,954 | $2.47M | 0.67% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 7,529 | $2.46M | 0.40% | −3,552−32.1% | Reduced |
| Hexagon Capital Partners LLC | 7,528 | $2.46M | 0.35% | +922+14.0% | Added |
| Karras Company, Inc. | 7,518 | $2.46M | 2.23% | −36−0.5% | Reduced |
| Phillips Wealth Planners LLC | 7,254 | $2.46M | 1.81% | +13+0.2% | Added |
| WJ Financial Advisors LLC | 7,517 | $2.46M | 1.81% | 00.0% | Unchanged |
| May Hill Capital, LLC | 7,496 | $2.45M | 0.51% | +403+5.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 7,494 | $2.45M | 2.20% | −9−0.1% | Reduced |
| Tortoise Investment Management, LLC | 7,492 | $2.45M | 0.18% | +146+2.0% | Added |
| Thrive Wealth Management, LLC | 7,467 | $2.44M | 0.31% | +10.0% | Added |
| Intrua Financial, LLC | 7,463 | $2.44M | 0.23% | +166+2.3% | Added |
| Altus Wealth Group LLC | 7,445 | $2.44M | 0.88% | +244+3.4% | Added |
| Moment Partners, LLC | 7,442 | $2.44M | 0.44% | +75+1.0% | Added |
| Forty-three Eighteen Advisors, LLC | 7,437 | $2.43M | 1.64% | −11,424−60.6% | Reduced |
| BlueCrest Capital Management Ltd | 7,434 | $2.43M | 0.10% | −44,758−85.8% | Reduced |
| McLean Asset Management Corp | 6,908 | $2.43M | 0.32% | +97+1.4% | Added |
| General Partner, Inc. | 7,422 | $2.43M | 1.31% | 00.0% | Unchanged |
| Five Oceans Advisors | 7,409 | $2.43M | 0.78% | −8−0.1% | Reduced |
| Forteris Wealth Management Inc. | 7,403 | $2.42M | 1.98% | −117−1.6% | Reduced |
| Thompson David Blair | 7,402 | $2.42M | 1.21% | +650+9.6% | Added |
| R.H. Investment Group, LLC | 7,390 | $2.42M | 1.82% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 7,371 | $2.41M | 0.98% | −30−0.4% | Reduced |
| 5th Street Advisors, LLC | 7,362 | $2.41M | 0.93% | 00.0% | Unchanged |
| GWN Securities Inc. | 7,361 | $2.41M | 0.40% | +249+3.5% | Added |
| BHK Investment Advisors, LLC | 7,361 | $2.41M | 0.72% | −174−2.3% | Reduced |
| Atticus Wealth Management, LLC | 7,354 | $2.41M | 0.57% | −59−0.8% | Reduced |
| Fortress Private Ledger, LLC | 7,347 | $2.40M | 0.66% | +442+6.4% | Added |
| Cannon Advisors, Inc. | 6,989 | $2.40M | 1.46% | −5,502−44.0% | Reduced |
| Vantus Wealth LLC | 7,315 | $2.39M | 1.28% | +7,315 | New |
| Onefund, LLC | 7,303 | $2.39M | 1.36% | −177−2.4% | Reduced |
| Altman Advisors, Inc. | 7,290 | $2.39M | 0.86% | −84−1.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 7,276 | $2.38M | 0.11% | −1,689−18.8% | Reduced |
| Wincap Financial LLC | 7,273 | $2.38M | 1.29% | −57−0.8% | Reduced |
| Hendershot Investments Inc. | 7,263 | $2.38M | 0.31% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 7,261 | $2.38M | 1.15% | +24+0.3% | Added |
| Ames National Corp | 7,255 | $2.37M | 1.31% | −150−2.0% | Reduced |
| Sterling Wealth Management, Inc. | 7,228 | $2.37M | 0.59% | 00.0% | Unchanged |
| bLong Financial, LLC | 7,225 | $2.36M | 1.54% | −100−1.4% | Reduced |
| Shepherd Street Advisors LLC | 6,815 | $2.36M | 2.07% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 7,222 | $2.36M | 0.84% | +406+6.0% | Added |
| Heartwood Wealth Advisors LLC | 7,210 | $2.36M | 0.18% | −94−1.3% | Reduced |
| Nabity-Jensen Investment Management Inc | 7,210 | $2.36M | 1.45% | 00.0% | Unchanged |
| Fjell Capital, LLC | 7,209 | $2.36M | 1.61% | +428+6.3% | Added |
| Elser Financial Planning, Inc | 7,205 | $2.36M | 0.10% | −748−9.4% | Reduced |
| Cladis Investment Advisory, LLC | 7,203 | $2.36M | 1.10% | 00.0% | Unchanged |
| TFC Financial Management | 7,198 | $2.36M | 0.26% | +426+6.3% | Added |
| McGuire Capital Advisors Inc | 7,198 | $2.36M | 1.29% | +576+8.7% | Added |
| Sun Financial Inc | 6,529 | $2.35M | 1.11% | +264+4.2% | Added |
| Promethium Advisors,llc | 7,174 | $2.35M | 1.13% | −550−7.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,167 | $2.35M | 0.88% | −1,829−20.3% | Reduced |
| Trust Co | 7,156 | $2.34M | 0.21% | −2,714−27.5% | Reduced |
| Penn Davis McFarland Inc | 7,150 | $2.34M | 0.21% | +5,000+232.6% | Added |
| Sustainable Insight Capital Management, LLC | 7,147 | $2.34M | 1.00% | −9,510−57.1% | Reduced |
| CWC Advisors, LLC. | 7,147 | $2.34M | 1.04% | +5,491+331.6% | Added |
| Edgemoor Investment Advisors, Inc. | 7,132 | $2.33M | 0.16% | −12−0.2% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 6,494 | $2.33M | 1.39% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 7,127 | $2.33M | 1.61% | −179−2.5% | Reduced |