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 |
|---|---|---|---|---|---|
| Armor Investment Advisors, LLC | 7,122 | $2.33M | 0.75% | −242−3.3% | Reduced |
| My Purposeful Wealth Corp. | 7,118 | $2.33M | 0.44% | +4,908+222.1% | Added |
| Solidarilty Wealth, LLC | 7,104 | $2.33M | 0.40% | −4,951−41.1% | Reduced |
| Corsicana & Co. | 7,096 | $2.32M | 1.13% | +390+5.8% | Added |
| Granite Islands Private Wealth, LLC | 7,120 | $2.32M | 1.72% | +197+2.8% | Added |
| Landmark Wealth Management, LLC | 7,086 | $2.32M | 0.56% | −659−8.5% | Reduced |
| Bluebird Wealth Management LLC | 7,066 | $2.31M | 2.01% | +1,094+18.3% | Added |
| Topsail Wealth Management, LLC | 7,065 | $2.31M | 0.30% | +72+1.0% | Added |
| Trilogy Capital Inc. | 7,052 | $2.31M | 0.09% | −497−6.6% | Reduced |
| BCV Asset Management Inc. | 6,986 | $2.31M | 0.07% | +4+0.1% | Added |
| JFS Wealth Advisors, LLC | 7,044 | $2.31M | 0.11% | −179−2.5% | Reduced |
| Westside Investment Management, Inc. | 7,028 | $2.30M | 0.30% | +20+0.3% | Added |
| Game Creek Capital, LP | 7,025 | $2.30M | 0.99% | −725−9.4% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,010 | $2.29M | 0.92% | +294+4.4% | Added |
| Buckland Partners Management Co LLC | 7,000 | $2.29M | 1.12% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 6,999 | $2.29M | 0.28% | +245+3.6% | Added |
| SC&H Financial Advisors, Inc. | 6,997 | $2.29M | 0.30% | +10.0% | Added |
| Ruffer LLP | 7,000 | $2.29M | 0.08% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 6,977 | $2.28M | 0.75% | +81+1.2% | Added |
| Matrix Trust Co | 6,964 | $2.28M | 0.33% | −2,366−25.4% | Reduced |
| Argyle Capital Partners, LLC | 6,957 | $2.28M | 1.43% | −23−0.3% | Reduced |
| Potomac Fund Management Inc | 6,946 | $2.27M | 0.06% | −47−0.7% | Reduced |
| Nicholson Wealth Management Group, LLC | 6,940 | $2.27M | 1.34% | +4,418+175.2% | Added |
| Cahill Financial Advisors Inc | 6,916 | $2.26M | 0.22% | −32−0.5% | Reduced |
| Ewa, LLC | 6,910 | $2.26M | 0.41% | +722+11.7% | Added |
| Collaborative Fund Advisors, LLC | 6,906 | $2.26M | 1.32% | +1,860+36.9% | Added |
| Vigilare Wealth Management | 6,897 | $2.26M | 0.69% | +45+0.7% | Added |
| Christine Messmer PC | 6,897 | $2.26M | 1.27% | +101+1.5% | Added |
| Fairscale Capital, LLC | 6,876 | $2.25M | 1.34% | −28−0.4% | Reduced |
| Pacific Point Advisors, LLC | 6,874 | $2.25M | 1.03% | +2,382+53.0% | Added |
| Richard W. Paul & Associates, LLC | 6,858 | $2.24M | 0.69% | +571+9.1% | Added |
| Virtue Asset Management LLC | 6,857 | $2.24M | 1.58% | +459+7.2% | Added |
| Colton Groome Financial Advisors, LLC | 6,856 | $2.24M | 0.54% | +522+8.2% | Added |
| Talisman Wealth Advisors LLC | 6,836 | $2.24M | 1.72% | +251+3.8% | Added |
| Beacon Investment Advisors LLC | 6,833 | $2.24M | 0.70% | +30.0% | Added |
| Cascades Capital Asset Management, LLC | 6,827 | $2.23M | 0.83% | +52+0.8% | Added |
| Investment Research Partners LLC | 6,822 | $2.23M | 0.76% | +883+14.9% | Added |
| Leonteq Securities AG | 6,805 | $2.23M | 0.13% | −1,911−21.9% | Reduced |
| Winmill & Co. Inc | 6,800 | $2.23M | 0.49% | 00.0% | Unchanged |
| Jefferson Bridge Capital, LLC | 6,785 | $2.22M | 1.92% | 00.0% | Unchanged |
| Coquina Private Wealth LLC | 6,776 | $2.22M | 1.51% | +13+0.2% | Added |
| Symphony Financial Services, Inc. | 6,769 | $2.22M | 1.00% | −218−3.1% | Reduced |
| GTS Securities LLC | 6,769 | $2.22M | 0.05% | −18,429−73.1% | Reduced |
| Berry Wealth Group, LP | 6,766 | $2.21M | 7.12% | +20+0.3% | Added |
| TLWM | 6,765 | $2.21M | 0.36% | −83−1.2% | Reduced |
| Smith Thornton Advisors LLC | 6,600 | $2.21M | 0.97% | +1,852+39.0% | Added |
| Orca Investment Management, LLC | 6,744 | $2.21M | 1.60% | −64−0.9% | Reduced |
| LVZ Advisors, Inc. | 6,727 | $2.20M | 0.22% | +227+3.5% | Added |
| Almanack Investment Partners, LLC. | 6,721 | $2.20M | 0.28% | +1,980+41.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,712 | $2.20M | 0.07% | −10−0.1% | Reduced |
| Carr Financial Group Corp | 6,695 | $2.19M | 0.50% | +33+0.5% | Added |
| Flagstone Financial Management | 6,694 | $2.19M | 0.49% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 6,670 | $2.18M | 0.31% | +20.0% | Added |
| Sunflower Bank, N.A. | 6,671 | $2.18M | 0.52% | +274+4.3% | Added |
| Traveka Wealth, LLC | 6,662 | $2.18M | 0.73% | −158−2.3% | Reduced |
| Golden Reserve Retirement LLC | 6,656 | $2.18M | 0.34% | +3,544+113.9% | Added |
| Northstar Financial Companies, Inc. | 6,637 | $2.17M | 1.46% | +606+10.0% | Added |
| Legacy Capital Group California, Inc. | 6,630 | $2.17M | 0.65% | −141−2.1% | Reduced |
| HMV Wealth Advisors, LLC | 6,629 | $2.17M | 0.84% | +465+7.5% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 6,623 | $2.17M | 0.36% | +2,315+53.7% | Added |
| Warner Group LLC | 6,623 | $2.17M | 0.53% | +5,191+362.5% | Added |
| Montis Financial, LLC | 6,620 | $2.17M | 0.44% | +9+0.1% | Added |
| Pflug Koory, LLC | 6,617 | $2.17M | 0.87% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 6,613 | $2.16M | 0.41% | +147+2.3% | Added |
| Alhambra Investment Partners LLC | 6,611 | $2.16M | 0.94% | −201−3.0% | Reduced |
| Vega Investment Solutions | 6,597 | $2.16M | 0.31% | −7,057−51.7% | Reduced |
| Disciplined Investors, L.L.C. | 6,585 | $2.16M | 1.08% | −81−1.2% | Reduced |
| Finward Bancorp | 6,563 | $2.15M | 1.63% | −30−0.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 6,563 | $2.15M | 0.09% | +6,563 | New |
| Rainier Family Wealth Inc | 6,548 | $2.14M | 1.22% | −150−2.2% | Reduced |
| CoreFirst Bank & Trust | 6,547 | $2.14M | 1.07% | −155−2.3% | Reduced |
| Cornerstone National Bank & Trust Co | 6,412 | $2.14M | 0.72% | −763−10.6% | Reduced |
| Sunburst Financial Group, LLC | 6,517 | $2.13M | 0.36% | +75+1.2% | Added |
| Principal Street Partners, LLC | 6,514 | $2.13M | 0.31% | −44−0.7% | Reduced |
| 55 North Private Wealth, LLC | 6,506 | $2.13M | 0.42% | +861+15.3% | Added |
| Armstrong, Fleming & Moore, Inc | 6,490 | $2.12M | 0.70% | −1,914−22.8% | Reduced |
| Stoneridge Investment Partners LLC | 6,027 | $2.12M | 1.39% | +3,913+185.1% | Added |
| Palogic Value Management, L.P. | 6,474 | $2.12M | 0.75% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6,473 | $2.12M | 0.73% | 00.0% | Unchanged |
| Elevation Advisory Partners LLC | 6,242 | $2.12M | 2.17% | −414−6.2% | Reduced |
| Eagle Strategies LLC | 6,449 | $2.11M | 0.21% | +810+14.4% | Added |
| Wiser Advisor Group LLC | 6,433 | $2.11M | 2.31% | −5−0.1% | Reduced |
| Garde Capital, Inc. | 6,432 | $2.11M | 0.09% | +1,350+26.6% | Added |
| Meadowbrook Wealth Management, LLC | 6,423 | $2.10M | 2.26% | −60−0.9% | Reduced |
| Granite Harbor Advisors, Inc. | 6,413 | $2.10M | 0.83% | −4−0.1% | Reduced |
| ABLE Financial Group, LLC | 6,400 | $2.09M | 0.35% | −480−7.0% | Reduced |
| Action Point Financial Planning, LLC | 6,411 | $2.09M | 0.21% | +6,411 | New |
| Patriot Investment Management Inc. | 6,397 | $2.09M | 0.12% | −12−0.2% | Reduced |
| Crew Capital Management, Ltd. | 6,381 | $2.09M | 1.14% | +208+3.4% | Added |
| LeClair Wealth Partners LLC | 6,379 | $2.09M | 1.08% | +4,813+307.3% | Added |
| Miller Capital Partners, Inc. | 6,375 | $2.09M | 0.82% | −17−0.3% | Reduced |
| KilterHowling LLC | 6,371 | $2.09M | 0.93% | +176+2.8% | Added |
| Curated Wealth Partners LLC | 6,369 | $2.08M | 0.24% | +990+18.4% | Added |
| Berman McAleer LLC | 6,366 | $2.08M | 0.24% | +71+1.1% | Added |
| Aviso Wealth Management | 6,364 | $2.08M | 0.82% | −513−7.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,345 | $2.08M | 0.51% | +4,985+366.5% | Added |
| Hickory Point Bank & Trust | 6,342 | $2.08M | 1.26% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,337 | $2.07M | 0.01% | +5,455+618.5% | Added |
| Amplius Wealth Advisors, LLC | 6,336 | $2.07M | 0.15% | +776+14.0% | Added |
| Access Financial Services, Inc. | 6,330 | $2.07M | 0.68% | −33−0.5% | Reduced |