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: 68 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 |
|---|---|---|---|---|---|
| Arwa LLC | 5,415 | $1.86M | 0.77% | −396−6.8% | Reduced |
| Capital Investment Counsel, Inc | 5,675 | $1.86M | 0.20% | −8−0.1% | Reduced |
| Crusonia Wealth Advisors LLC | 5,674 | $1.86M | 0.31% | +609+12.0% | Added |
| Nadler Financial Group, Inc. | 5,659 | $1.85M | 0.16% | −68−1.2% | Reduced |
| Evansbrook LLC | 5,652 | $1.85M | 1.10% | −7−0.1% | Reduced |
| Brave Warrior Advisors, LLC | 5,643 | $1.85M | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5,642 | $1.85M | 0.25% | −228−3.9% | Reduced |
| Sepio Capital, LP | 5,637 | $1.85M | 0.09% | −5,403−48.9% | Reduced |
| One + One Wealth Management, LLC | 5,623 | $1.84M | 0.81% | −79−1.4% | Reduced |
| Wilkins Miller Wealth Management, LLC | 5,620 | $1.84M | 1.01% | +167+3.1% | Added |
| New Covenant Trust Company, N.A. | 5,620 | $1.84M | 1.39% | +85+1.5% | Added |
| Oak Harbor Wealth Partners, LLC | 5,596 | $1.83M | 0.68% | −9,240−62.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,594 | $1.83M | 0.52% | +380+7.3% | Added |
| Crown Wealth Group, LLC | 5,581 | $1.83M | 0.46% | +76+1.4% | Added |
| Yoffe Investment Management, LLC | 5,574 | $1.82M | 2.09% | +5+0.1% | Added |
| Elgethun Capital Management | 5,565 | $1.82M | 0.25% | +220+4.1% | Added |
| Silvia McColl Wealth Management, LLC | 5,533 | $1.81M | 1.09% | −34−0.6% | Reduced |
| Legacy Financial Strategies, LLC | 5,533 | $1.81M | 0.28% | −150−2.6% | Reduced |
| Parkway Wealth Management Group, LLC | 5,521 | $1.81M | 0.21% | −95−1.7% | Reduced |
| Portland Global Advisors LLC | 5,521 | $1.81M | 0.17% | +111+2.1% | Added |
| KFG Wealth Management, LLC | 5,520 | $1.81M | 0.20% | +1,923+53.5% | Added |
| First National Bank | 5,514 | $1.80M | 0.71% | +336+6.5% | Added |
| Avalon Trust Co | 5,510 | $1.80M | 0.11% | −210−3.7% | Reduced |
| Financial Council Asset Management Inc | 5,509 | $1.80M | 0.58% | −16−0.3% | Reduced |
| WealthTrust Axiom LLC | 5,508 | $1.80M | 0.40% | −135−2.4% | Reduced |
| Weinberger Asset Management, Inc | 5,121 | $1.80M | 0.58% | +31+0.6% | Added |
| Baring Financial LLC | 5,494 | $1.80M | 0.99% | −74−1.3% | Reduced |
| Kennedy Investment Group | 5,493 | $1.80M | 0.61% | −85−1.5% | Reduced |
| BWM Planning, LLC | 5,474 | $1.79M | 0.42% | +591+12.1% | Added |
| Fountainhead AM, LLC | 5,472 | $1.79M | 1.34% | +2,445+80.8% | Added |
| Proathlete Wealth Management LLC | 5,469 | $1.79M | 0.44% | +19+0.3% | Added |
| GatePass Capital, LLC | 5,469 | $1.79M | 0.68% | +267+5.1% | Added |
| Prairie Advisory, LLC | 5,467 | $1.79M | 0.43% | +5,467 | New |
| Garden State Investment Advisory Services LLC | 5,462 | $1.79M | 0.35% | +37+0.7% | Added |
| Creative Financial Designs Inc | 5,461 | $1.79M | 0.09% | +496+10.0% | Added |
| Fidelity D & D Bancorp Inc | 5,434 | $1.78M | 0.61% | +119+2.2% | Added |
| Diversified Management Inc | 5,432 | $1.78M | 0.38% | −14,474−72.7% | Reduced |
| Seven Mile Advisory | 5,420 | $1.77M | 1.19% | −553−9.3% | Reduced |
| Fell Capital Management | 5,420 | $1.77M | 1.49% | −225−4.0% | Reduced |
| Avaii Wealth Management, LLC | 5,419 | $1.77M | 0.52% | −23,498−81.3% | Reduced |
| OFS Enterprise LLC | 5,414 | $1.77M | 0.45% | −677−11.1% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 5,406 | $1.77M | 1.31% | −3,998−42.5% | Reduced |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 5,400 | $1.77M | 0.87% | +5,400 | New |
| Wilian Securities, LLC | 5,398 | $1.77M | 1.04% | +2,244+71.1% | Added |
| Grant Street Asset Management, Inc. | 5,396 | $1.77M | 0.29% | −138−2.5% | Reduced |
| Gsa Capital Partners LLP | 5,395 | $1.77M | 0.11% | −8,066−59.9% | Reduced |
| Founders Grove Wealth Partners, LLC | 5,395 | $1.77M | 0.35% | +2,012+59.5% | Added |
| Sandro Wealth Management LLC | 5,392 | $1.77M | 1.28% | +189+3.6% | Added |
| Spinnaker Investment Group, LLC | 5,389 | $1.76M | 0.28% | +637+13.4% | Added |
| MinichMacGregor Wealth Management, LLC | 5,385 | $1.76M | 0.27% | −101−1.8% | Reduced |
| Westhampton Capital, LLC | 5,378 | $1.76M | 0.73% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 5,376 | $1.76M | 0.22% | +15+0.3% | Added |
| Unified Investment Management | 5,376 | $1.76M | 1.64% | +66+1.2% | Added |
| Jacobsen Capital Management | 5,373 | $1.76M | 0.51% | +32+0.6% | Added |
| Secured Retirement Advisors, LLC | 5,363 | $1.76M | 0.90% | −1,919−26.4% | Reduced |
| Clifford Group, LLC | 5,361 | $1.75M | 1.21% | +5+0.1% | Added |
| Brucke Financial, Inc. | 5,357 | $1.75M | 0.78% | −18−0.3% | Reduced |
| M.E. Allison & Co., Inc. | 5,356 | $1.75M | 1.01% | +83+1.6% | Added |
| Abacus Wealth Partners, LLC | 5,356 | $1.75M | 0.18% | −2,544−32.2% | Reduced |
| BluePath Capital Management, LLC | 5,355 | $1.75M | 0.96% | +472+9.7% | Added |
| Mosley Wealth Management | 5,349 | $1.75M | 0.56% | −2,815−34.5% | Reduced |
| Truvestments Capital LLC | 5,344 | $1.75M | 0.26% | −32−0.6% | Reduced |
| Sage Investment Counsel LLC | 5,342 | $1.75M | 1.75% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5,330 | $1.75M | 0.90% | −161−2.9% | Reduced |
| Syverson Strege & Co | 5,331 | $1.74M | 0.38% | −57−1.1% | Reduced |
| Discipline Wealth Solutions, LLC | 5,304 | $1.74M | 0.15% | +206+4.0% | Added |
| Bamco Inc | 5,300 | $1.73M | 0.00% | +5,300 | New |
| Councilmark Asset Management, LLC | 5,293 | $1.73M | 0.92% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,290 | $1.73M | 0.47% | −1,807−25.5% | Reduced |
| CORDA Investment Management, LLC. | 5,278 | $1.73M | 0.11% | +119+2.3% | Added |
| Barings LLC | 5,276 | $1.73M | 0.03% | +385+7.9% | Added |
| Oliver Luxxe Assets LLC | 5,272 | $1.73M | 0.25% | −20.0% | Reduced |
| Round Rock Advisors, LLC | 5,271 | $1.73M | 0.22% | +21+0.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,270 | $1.73M | 0.69% | −340−6.1% | Reduced |
| Salomon & Ludwin, LLC | 5,155 | $1.72M | 0.14% | +311+6.4% | Added |
| Fourth Dimension Wealth, LLC | 5,261 | $1.72M | 0.54% | +1,122+27.1% | Added |
| Private Wealth Advisors | 5,256 | $1.72M | 0.51% | +5+0.1% | Added |
| Market Street Wealth Management Advisors LLC | 5,239 | $1.71M | 0.24% | +1,159+28.4% | Added |
| DV Trading LLC | 5,238 | $1.71M | 0.14% | −418−7.4% | Reduced |
| Dempze Nancy E | 5,228 | $1.71M | 0.82% | 00.0% | Unchanged |
| Advisory Research Inc | 5,227 | $1.71M | 0.17% | −7−0.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,223 | $1.71M | 0.36% | +32+0.6% | Added |
| Legal Advantage Investments, Inc. | 5,212 | $1.71M | 0.60% | −166−3.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 5,209 | $1.71M | 0.27% | +32+0.6% | Added |
| Cadent Capital Advisors, LLC | 5,208 | $1.70M | 0.35% | +975+23.0% | Added |
| Quantum Financial Partners LLC | 5,194 | $1.70M | 0.87% | +5,194 | New |
| Fortis Group Advisors, LLC | 5,183 | $1.70M | 0.27% | −207−3.8% | Reduced |
| Rational Advisors LLC | 5,172 | $1.69M | 0.16% | −2,652−33.9% | Reduced |
| Oakmont Investment Advisors, Inc. | 5,169 | $1.69M | 1.17% | +959+22.8% | Added |
| BCM Advisors, LLC | 4,779 | $1.69M | 0.33% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 5,150 | $1.69M | 0.91% | +1,855+56.3% | Added |
| Wagner Wealth Management, LLC | 5,143 | $1.68M | 0.31% | +8+0.2% | Added |
| Unique Wealth Strategies, LLC | 5,143 | $1.68M | 0.61% | +167+3.4% | Added |
| Diversified Portfolios, Inc. | 5,137 | $1.68M | 0.12% | +471+10.1% | Added |
| Manske Wealth Management | 5,130 | $1.68M | 0.42% | −839−14.1% | Reduced |
| Portus Wealth Advisors, LLC | 5,126 | $1.68M | 1.38% | +351+7.4% | Added |
| Pasadena Private Wealth, LLC | 5,120 | $1.68M | 0.21% | +257+5.3% | Added |
| BLI - Banque de Luxembourg Investments | 5,070 | $1.67M | 0.06% | +1,870+58.4% | Added |
| Raleigh Capital Management Inc. | 5,108 | $1.67M | 0.53% | −375−6.8% | Reduced |
| Elevatus Welath Management | 5,101 | $1.67M | 0.41% | +293+6.1% | Added |