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: 48 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 |
|---|---|---|---|---|---|
| Voisard Asset Management Group, Inc. | 5,092 | $1.67M | 0.32% | −111−2.1% | Reduced |
| Lionsbridge Wealth Management LLC | 5,088 | $1.67M | 1.63% | −206−3.9% | Reduced |
| Cross Staff Investments Inc | 5,084 | $1.66M | 0.99% | +26+0.5% | Added |
| Blalock Williams, LLC | 5,084 | $1.66M | 1.08% | +182+3.7% | Added |
| Victory Financial Group, LLC | 5,075 | $1.66M | 0.17% | +663+15.0% | Added |
| Aspire Private Capital, LLC | 5,066 | $1.66M | 0.34% | −772−13.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 5,065 | $1.66M | 0.41% | −953−15.8% | Reduced |
| Oxler Private Wealth LLC | 5,064 | $1.66M | 0.47% | +23+0.5% | Added |
| Ellevest, Inc. | 5,942 | $1.66M | 0.20% | +1,564+35.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 5,056 | $1.65M | 0.38% | −12−0.2% | Reduced |
| Wiregrass Investment Management LLC | 5,050 | $1.65M | 1.13% | −8,087−61.6% | Reduced |
| Consolidated Planning Corp | 5,048 | $1.65M | 0.22% | +311+6.6% | Added |
| Uniting Wealth Partners, LLC | 5,047 | $1.65M | 0.34% | −232−4.4% | Reduced |
| Polar Asset Management Partners Inc. | 5,043 | $1.65M | 0.03% | +5,043 | New |
| Beaumont Asset Management, L.L.C. | 5,020 | $1.64M | 0.64% | −7−0.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,914 | $1.64M | 0.19% | −54−1.1% | Reduced |
| Brown Wealth Management, LLC | 5,007 | $1.64M | 0.37% | +155+3.2% | Added |
| Lynx Investment Advisory | 5,005 | $1.64M | 0.54% | +2,121+73.5% | Added |
| Holowesko Partners Ltd. | 5,000 | $1.64M | 0.41% | 00.0% | Unchanged |
| Sun Group Wealth Partners | 4,998 | $1.64M | 1.12% | −83−1.6% | Reduced |
| Forefront Analytics, LLC | 4,997 | $1.64M | 1.78% | +13+0.3% | Added |
| One Day In July LLC | 4,996 | $1.64M | 0.11% | +633+14.5% | Added |
| Great Point Wealth Advisors, LLC | 4,980 | $1.63M | 0.26% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 4,973 | $1.63M | 1.31% | +1,176+31.0% | Added |
| Peregrine Asset Advisers, Inc. | 4,972 | $1.63M | 0.35% | +46+0.9% | Added |
| Tributary Capital Management, LLC | 4,966 | $1.63M | 0.13% | +1,396+39.1% | Added |
| Vann Equity Management LLC | 4,956 | $1.62M | 0.99% | −13−0.3% | Reduced |
| Decision Investments, Inc | 4,942 | $1.62M | 1.47% | −25−0.5% | Reduced |
| PSI Advisors, LLC | 4,942 | $1.62M | 0.38% | +491+11.0% | Added |
| Tectonic Advisors LLC | 4,939 | $1.62M | 0.08% | −42−0.8% | Reduced |
| Braeburn Wealth Management LLC | 4,938 | $1.62M | 0.69% | +71+1.5% | Added |
| Clearwater Capital Advisors, LLC | 4,937 | $1.62M | 0.12% | +620+14.4% | Added |
| Helen Stephens Group, LLC | 4,936 | $1.62M | 0.27% | −47−0.9% | Reduced |
| CCG Wealth Management, LLC | 4,928 | $1.61M | 0.37% | −64−1.3% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,928 | $1.61M | 0.42% | −108−2.1% | Reduced |
| Riversedge Advisors, LLC | 4,921 | $1.61M | 0.21% | +1,584+47.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 4,915 | $1.61M | 0.14% | −67−1.3% | Reduced |
| Hall Laurie J Trustee | 4,911 | $1.61M | 0.50% | −153−3.0% | Reduced |
| EdgeRock Capital LLC | 4,905 | $1.61M | 0.37% | +592+13.7% | Added |
| Aua Capital Management, LLC | 4,898 | $1.60M | 0.74% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 4,896 | $1.60M | 0.86% | +126+2.6% | Added |
| Viawealth, LLC | 4,894 | $1.60M | 0.81% | −49−1.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,883 | $1.60M | 0.32% | +12+0.2% | Added |
| Highland Financial Advisors, LLC | 4,883 | $1.60M | 0.35% | +13+0.3% | Added |
| McHugh Group, LLC | 4,869 | $1.59M | 0.81% | 00.0% | Unchanged |
| Clarus Group, Inc. | 4,866 | $1.59M | 0.54% | −244−4.8% | Reduced |
| Goldenstone Wealth Management LLC | 4,858 | $1.59M | 1.04% | +96+2.0% | Added |
| Heritage Investment Group, Inc. | 4,852 | $1.59M | 0.21% | 00.0% | Unchanged |
| BDF-Gestion | 53,871 | $1.59M | 0.47% | −6,057−10.1% | Reduced |
| Latitude Advisors, LLC | 4,850 | $1.59M | 0.63% | −343−6.6% | Reduced |
| Great Oak Capital Partners, LLC | 4,738 | $1.58M | 0.34% | +32+0.7% | Added |
| Wellington Grp LLC | 4,839 | $1.58M | 0.42% | +1,051+27.7% | Added |
| Matisse Capital | 4,839 | $1.58M | 0.63% | +20.0% | Added |
| Silverlake Wealth Management LLC | 4,825 | $1.58M | 0.30% | +136+2.9% | Added |
| Wellington-Altus USA Inc. | 5,368 | $1.58M | 1.14% | +729+15.7% | Added |
| Armbruster Capital Management, Inc. | 4,820 | $1.58M | 0.24% | −2,270−32.0% | Reduced |
| Dorato Capital Management | 4,686 | $1.58M | 1.07% | +66+1.4% | Added |
| Global Trust Wealth Management LLC | 4,813 | $1.58M | 1.09% | −583−10.8% | Reduced |
| Cardiff Park Advisors, LLC | 4,812 | $1.58M | 0.12% | +3+0.1% | Added |
| Centurion Wealth Management LLC | 4,808 | $1.57M | 0.38% | −1,334−21.7% | Reduced |
| Trust Co of Oklahoma | 4,803 | $1.57M | 0.40% | +549+12.9% | Added |
| Mfg Wealth Management, Inc. | 4,802 | $1.57M | 1.12% | −19−0.4% | Reduced |
| Matauro, LLC | 4,784 | $1.57M | 0.21% | +34+0.7% | Added |
| AJ Advisors, LLC | 4,784 | $1.57M | 0.49% | +15+0.3% | Added |
| Cravens & Co Advisors, LLC | 4,783 | $1.57M | 1.05% | −753−13.6% | Reduced |
| Davis Investment Partners, LLC | 4,775 | $1.56M | 0.48% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 4,772 | $1.56M | 0.52% | +1,416+42.2% | Added |
| MBE Wealth Management, LLC | 4,768 | $1.56M | 0.55% | −11−0.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 4,752 | $1.56M | 0.38% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 4,750 | $1.55M | 0.80% | +1,821+62.2% | Added |
| Green Ridge Wealth Planning LLC | 4,749 | $1.55M | 0.65% | −90−1.9% | Reduced |
| Mayport, LLC | 4,747 | $1.55M | 0.24% | −14−0.3% | Reduced |
| Aurora Private Wealth, Inc. | 4,738 | $1.55M | 0.98% | −215−4.3% | Reduced |
| Requisite Capital Management, LLC | 4,734 | $1.55M | 0.26% | −1,307−21.6% | Reduced |
| Fiduciary Planning LLC | 4,733 | $1.55M | 0.41% | +20.0% | Added |
| McLaughlin Asset Management, Inc. | 4,732 | $1.55M | 1.07% | +33+0.7% | Added |
| WealthSpring Partners, LLC | 4,730 | $1.55M | 1.33% | +34+0.7% | Added |
| Morse Asset Management, Inc | 4,730 | $1.55M | 0.26% | +26+0.6% | Added |
| Whelan Financial | 4,729 | $1.55M | 0.42% | +607+14.7% | Added |
| Shelton Wealth Management, LLC | 4,720 | $1.55M | 0.61% | −173−3.5% | Reduced |
| Firethorn Wealth Partners, LLC | 4,716 | $1.54M | 0.50% | +547+13.1% | Added |
| August Group Capital Ltd | 4,715 | $1.54M | 1.70% | −264−5.3% | Reduced |
| Insight Advisors, LLC | 4,693 | $1.54M | 0.27% | −242−4.9% | Reduced |
| Omnia Family Wealth, LLC | 4,683 | $1.53M | 0.41% | −1,352−22.4% | Reduced |
| Maxele Advisors, LLC | 4,683 | $1.53M | 1.07% | +4,683 | New |
| TAGStone Capital, Inc. | 4,680 | $1.53M | 0.49% | +68+1.5% | Added |
| Insight 2811, Inc. | 4,679 | $1.53M | 0.62% | +64+1.4% | Added |
| Emerald Advisors, LLC | 4,678 | $1.53M | 0.19% | +584+14.3% | Added |
| Grove Street Fiduciary, LLC | 4,673 | $1.53M | 0.65% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,668 | $1.53M | 0.47% | +173+3.8% | Added |
| Red Wave Investments LLC | 4,665 | $1.53M | 0.39% | −79−1.7% | Reduced |
| STAR Financial Bank | 4,664 | $1.53M | 0.62% | +260+5.9% | Added |
| PFW Advisors LLC | 4,664 | $1.53M | 0.45% | −50−1.1% | Reduced |
| Providence First Trust Co | 4,659 | $1.52M | 0.43% | −803−14.7% | Reduced |
| Basso Capital Management, L.P. | 4,653 | $1.52M | 0.38% | +4,049+670.4% | Added |
| Philo Smith Capital Corp | 4,650 | $1.52M | 0.41% | −200−4.1% | Reduced |
| Symmetry Partners, LLC | 4,650 | $1.52M | 0.08% | +1,256+37.0% | Added |
| Armstrong Advisory Group, Inc | 4,650 | $1.52M | 0.09% | −67−1.4% | Reduced |
| Unify Financial Advisors | 4,643 | $1.52M | 1.40% | −69−1.5% | Reduced |
| Cambridge Advisors Inc. | 4,641 | $1.52M | 0.26% | −135−2.8% | Reduced |