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 |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 6,315 | $2.07M | 0.54% | +155+2.5% | Added |
| SJS Investment Consulting Inc. | 6,304 | $2.06M | 0.22% | +123+2.0% | Added |
| D'Orazio & Associates, Inc. | 6,303 | $2.06M | 0.24% | +20+0.3% | Added |
| Rosenberg Matthew Hamilton | 6,292 | $2.06M | 0.38% | +133+2.2% | Added |
| Aventura Private Wealth, LLC | 6,291 | $2.06M | 0.63% | +955+17.9% | Added |
| Keynote Financial Services LLC | 6,289 | $2.06M | 0.96% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6,281 | $2.06M | 0.42% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 6,279 | $2.06M | 0.63% | +149+2.4% | Added |
| Alchemi Wealth, LLC | 6,275 | $2.05M | 0.96% | +307+5.1% | Added |
| Knollwood Investment Advisory, LLC | 6,273 | $2.05M | 0.18% | 00.0% | Unchanged |
| Rogco, LP | 6,268 | $2.05M | 0.63% | −11−0.2% | Reduced |
| Birchcreek Wealth Management, LLC | 6,262 | $2.05M | 0.80% | +541+9.5% | Added |
| Fielder Capital Group LLC | 6,258 | $2.05M | 0.44% | +38+0.6% | Added |
| New England Research & Management, Inc. | 6,251 | $2.05M | 0.80% | −725−10.4% | Reduced |
| West Bancorporation Inc | 6,244 | $2.04M | 0.87% | −356−5.4% | Reduced |
| Kingdom Financial Group LLC. | 6,234 | $2.04M | 0.52% | −214−3.3% | Reduced |
| Bingham Private Wealth, LLC | 6,230 | $2.04M | 1.40% | +59+1.0% | Added |
| Sippican Capital Advisors | 6,230 | $2.04M | 1.24% | −15−0.2% | Reduced |
| Powers Advisory Group, LLC | 6,227 | $2.04M | 0.64% | −60−1.0% | Reduced |
| AGH Wealth Advisors, LLC | 6,219 | $2.04M | 1.28% | +256+4.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,215 | $2.03M | 0.00% | +400+6.9% | Added |
| Guardian Investment Management | 6,210 | $2.03M | 1.39% | −743−10.7% | Reduced |
| Frazier Financial Advisors, LLC | 6,202 | $2.03M | 1.03% | −374−5.7% | Reduced |
| Capstone Triton Financial Group, LLC | 6,202 | $2.03M | 1.17% | +6,202 | New |
| Virtu Financial LLC | 6,202 | $2.03M | 0.06% | +6,202 | New |
| Hofer & Associates. Inc | 6,190 | $2.03M | 0.98% | +195+3.3% | Added |
| Capital Square, LLC | 6,020 | $2.03M | 0.89% | −44−0.7% | Reduced |
| Colonial River Wealth Management, LLC | 6,187 | $2.03M | 0.58% | −408−6.2% | Reduced |
| Darden Wealth Group Inc | 6,181 | $2.02M | 0.80% | +336+5.7% | Added |
| BayBridge Capital Group, LLC | 6,179 | $2.02M | 1.05% | +455+7.9% | Added |
| Arbor Capital Management Inc | 5,978 | $2.02M | 1.99% | −721−10.8% | Reduced |
| Guardian Asset Advisors, LLC | 6,156 | $2.02M | 0.93% | +1,318+27.2% | Added |
| CM Wealth Advisors LLC | 6,163 | $2.02M | 0.36% | +142+2.4% | Added |
| Legacy Capital Wealth Partners, LLC | 6,160 | $2.02M | 0.39% | −15−0.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 6,155 | $2.01M | 0.63% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 6,143 | $2.01M | 0.20% | −26−0.4% | Reduced |
| Bluedoor Private Wealth, LLC | 6,137 | $2.01M | 0.85% | +16+0.3% | Added |
| Bull Harbor Capital LLC | 6,136 | $2.01M | 0.39% | +1,928+45.8% | Added |
| PUREfi Wealth, LLC | 6,131 | $2.01M | 1.10% | +322+5.5% | Added |
| Ark Wealth Advisors LLC | 6,123 | $2.00M | 1.78% | +502+8.9% | Added |
| Willow Creek Capital Management, Inc. | 6,122 | $2.00M | 1.95% | +6,122 | New |
| EJMK Ventures LLC | 6,119 | $2.00M | 0.91% | −1,141−15.7% | Reduced |
| St. Clair Advisors, LLC | 6,116 | $2.00M | 0.52% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 6,116 | $2.00M | 0.31% | −280−4.4% | Reduced |
| Sentry LLC | 6,101 | $2.00M | 0.56% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 6,095 | $2.00M | 1.54% | −320−5.0% | Reduced |
| JM2 Capital Inc. | 6,086 | $1.99M | 1.37% | −66−1.1% | Reduced |
| City National Bank of Florida | 6,085 | $1.99M | 0.84% | +1,624+36.4% | Added |
| REYL & Cie S.A. | 6,750 | $1.99M | 2.30% | +6,750 | New |
| New World Advisors LLC | 6,080 | $1.99M | 0.34% | +775+14.6% | Added |
| Dutch Asset Corp | 6,076 | $1.99M | 0.99% | +292+5.0% | Added |
| Systematic Financial Management LP | 6,075 | $1.99M | 0.04% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,064 | $1.98M | 0.31% | +163+2.8% | Added |
| Delta Investment Management, LLC | 6,049 | $1.98M | 0.33% | −83−1.4% | Reduced |
| Hamrick Investment Counsel, llc | 6,042 | $1.98M | 1.31% | −314−4.9% | Reduced |
| Bay Rivers Group | 6,041 | $1.98M | 0.68% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,037 | $1.98M | 0.44% | +49+0.8% | Added |
| Birmingham Capital Management Co Inc | 6,035 | $1.98M | 0.75% | 00.0% | Unchanged |
| Spectrum Strategic Capital Management, LLC | 6,016 | $1.97M | 0.98% | +294+5.1% | Added |
| Ridgecrest Wealth Partners, LLC | 6,016 | $1.97M | 0.95% | −851−12.4% | Reduced |
| Intercapital, LLC | 6,000 | $1.96M | 0.86% | −2,000−25.0% | Reduced |
| Richardson Financial Services Inc. | 5,983 | $1.96M | 1.11% | +491+8.9% | Added |
| Moller Financial Services | 5,978 | $1.96M | 0.35% | −3−0.1% | Reduced |
| Cascade Investment Group, Inc. | 5,961 | $1.95M | 1.09% | −23−0.4% | Reduced |
| Alpha Family Trust | 5,950 | $1.95M | 0.78% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 5,938 | $1.94M | 0.78% | −47−0.8% | Reduced |
| Madison Wealth Partners, Inc | 5,929 | $1.94M | 0.25% | +780+15.1% | Added |
| Deseret Mutual Benefit Administrators | 5,925 | $1.94M | 0.63% | −581−8.9% | Reduced |
| McDonough Capital Management, Inc | 5,912 | $1.94M | 0.97% | +360+6.5% | Added |
| Investment Partners Asset Management, Inc. | 5,911 | $1.93M | 1.08% | +5+0.1% | Added |
| Tilia Fiduciary Partners, Inc. | 5,901 | $1.93M | 0.92% | +68+1.2% | Added |
| Ridge Creek Global, Inc | 5,890 | $1.93M | 1.50% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,885 | $1.93M | 0.51% | +5,885 | New |
| Investment House LLC | 5,881 | $1.93M | 0.09% | −6,266−51.6% | Reduced |
| BCJ Capital Management, LLC | 5,880 | $1.92M | 0.10% | +560+10.5% | Added |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 5,870 | $1.92M | 0.66% | +5,870 | New |
| Oak Barrel Wealth Advisory LLC | 5,865 | $1.92M | 0.85% | +5,865 | New |
| Tennessee Valley Asset Management Partners | 5,847 | $1.91M | 0.21% | +105+1.8% | Added |
| Cassia Capital Partners, LLC | 5,836 | $1.91M | 0.93% | −21−0.4% | Reduced |
| Stonekeep Investments, LLC | 5,832 | $1.91M | 1.11% | +1,877+47.5% | Added |
| Shakespeare Wealth Management, Inc. | 5,821 | $1.91M | 0.50% | −51−0.9% | Reduced |
| Blue Jean Financial LLC | 5,815 | $1.90M | 1.32% | −107−1.8% | Reduced |
| Hurley Capital, LLC | 5,810 | $1.90M | 0.99% | +114+2.0% | Added |
| Evolution Wealth Advisors, LLC | 5,806 | $1.90M | 0.22% | −559−8.8% | Reduced |
| Olistico Wealth, LLC | 5,795 | $1.90M | 0.81% | −262−4.3% | Reduced |
| Sendero Wealth Management, LLC | 5,790 | $1.90M | 0.19% | −24−0.4% | Reduced |
| Willner & Heller, LLC | 5,762 | $1.89M | 1.18% | +35+0.6% | Added |
| Portland Investment Counsel Inc. | 5,752 | $1.88M | 0.53% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 5,743 | $1.88M | 0.16% | +864+17.7% | Added |
| Peoples Bank | 5,740 | $1.88M | 1.83% | −390−6.4% | Reduced |
| Gerber, LLC | 5,730 | $1.88M | 0.88% | +5+0.1% | Added |
| Oak Grove Capital LLC | 5,719 | $1.87M | 0.14% | −1,281−18.3% | Reduced |
| A4 Wealth Advisors LLC | 5,712 | $1.87M | 1.26% | +531+10.2% | Added |
| Evernest Financial Advisors, LLC | 5,706 | $1.87M | 0.39% | +320+5.9% | Added |
| Bridgewealth Advisory Group, LLC | 5,703 | $1.87M | 0.35% | −11−0.2% | Reduced |
| DB&C Advisors, LLC | 5,702 | $1.87M | 2.02% | +16+0.3% | Added |
| Navis Wealth Advisors, LLC | 5,687 | $1.86M | 0.71% | −433−7.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,680 | $1.86M | 0.24% | −4,443−43.9% | Reduced |
| Fairvoy Private Wealth, LLC | 5,679 | $1.86M | 0.38% | +500+9.7% | Added |
| RMR Capital Management, LLC | 5,677 | $1.86M | 1.28% | 00.0% | Unchanged |