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 |
|---|---|---|---|---|---|
| Paladin Wealth, LLC | 4,641 | $1.52M | 0.88% | +293+6.7% | Added |
| Hutchinson Capital Management | 4,630 | $1.52M | 0.26% | +67+1.5% | Added |
| GSG Advisors LLC | 4,629 | $1.52M | 0.33% | +63+1.4% | Added |
| OneAscent Family Office, LLC | 4,629 | $1.52M | 0.76% | −634−12.0% | Reduced |
| Sierra Capital LLC | 4,629 | $1.52M | 0.15% | 00.0% | Unchanged |
| Evanson Financial, LLC | 4,623 | $1.51M | 0.07% | +4,623 | New |
| CWS Financial Advisors, LLC | 4,622 | $1.51M | 0.34% | +7+0.2% | Added |
| Andrews Advisory Associates, LLC | 4,619 | $1.51M | 0.73% | −133−2.8% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 4,590 | $1.51M | 0.05% | 00.0% | Unchanged |
| Cyr Financial Inc. | 4,618 | $1.51M | 0.79% | +294+6.8% | Added |
| Fiera Capital Corp | 4,616 | $1.51M | 0.01% | −215−4.5% | Reduced |
| Fca Corp | 4,609 | $1.51M | 0.37% | +626+15.7% | Added |
| NBZ Investment Advisors LLC | 4,602 | $1.51M | 0.59% | +640+16.2% | Added |
| LeConte Wealth Management, LLC | 4,600 | $1.51M | 0.82% | +290+6.7% | Added |
| Centerpoint Advisors, LLC | 4,594 | $1.50M | 0.43% | −105−2.2% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,588 | $1.50M | 0.71% | +6+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 4,587 | $1.50M | 0.17% | +221+5.1% | Added |
| Marshall Financial Group LLC | 4,585 | $1.50M | 0.22% | −435−8.7% | Reduced |
| Sage Private Wealth Group, LLC | 4,579 | $1.50M | 0.67% | +58+1.3% | Added |
| Maridea Wealth Management LLC | 4,579 | $1.50M | 0.16% | +2,028+79.5% | Added |
| Sykon Capital LLC | 4,567 | $1.50M | 0.46% | +47+1.0% | Added |
| Jackson Thornton Asset Management, LLC | 4,564 | $1.49M | 0.12% | +1,764+63.0% | Added |
| Enclave Advisors LLC | 4,562 | $1.49M | 0.19% | −14−0.3% | Reduced |
| Campion Asset Management LLC | 4,560 | $1.49M | 0.91% | −10.0% | Reduced |
| Lakeshore Capital Group, Inc. | 4,548 | $1.49M | 1.10% | +3+0.1% | Added |
| Myriad Asset Management US LP | 4,540 | $1.49M | 2.05% | +1,315+40.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,533 | $1.48M | 0.22% | +122+2.8% | Added |
| Brookwood Investment Group LLC | 4,522 | $1.48M | 0.17% | +867+23.7% | Added |
| Goldstein Advisors, LLC | 4,518 | $1.48M | 0.14% | +295+7.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,516 | $1.48M | 0.13% | +540+13.6% | Added |
| State of Wyoming | 4,511 | $1.48M | 0.15% | −323−6.7% | Reduced |
| Veracity Capital LLC | 4,507 | $1.48M | 0.40% | +74+1.7% | Added |
| Mainsail Financial Group, LLC | 4,501 | $1.47M | 0.50% | +51+1.1% | Added |
| Womack Financial LLC | 4,496 | $1.47M | 0.97% | −227−4.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,493 | $1.47M | 0.53% | −280−5.9% | Reduced |
| Van Diest Capital, LLC | 4,487 | $1.47M | 1.32% | −514−10.3% | Reduced |
| Mayfair Advisory Group, LLC | 4,147 | $1.46M | 0.44% | +410+11.0% | Added |
| Liberty Wealth Management LLC | 4,963 | $1.46M | 0.18% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 4,458 | $1.46M | 0.95% | +100+2.3% | Added |
| Tevis Investment Management | 4,456 | $1.46M | 0.80% | −207−4.4% | Reduced |
| Severin Investments, LLC | 4,446 | $1.46M | 1.10% | +546+14.0% | Added |
| TrustBank | 4,446 | $1.46M | 0.49% | −30−0.7% | Reduced |
| Borer Denton & Associates, Inc. | 4,444 | $1.45M | 0.48% | +40+0.9% | Added |
| TPG Advisors LLC | 4,443 | $1.45M | 0.80% | +3+0.1% | Added |
| Aberdeen Wealth Management LLC | 4,439 | $1.45M | 0.70% | −10,523−70.3% | Reduced |
| Hara Capital LLC | 4,421 | $1.45M | 0.76% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 4,420 | $1.45M | 0.32% | +783+21.5% | Added |
| Dougherty Wealth Advisers LLC | 4,413 | $1.44M | 0.79% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 4,403 | $1.44M | 1.10% | −24−0.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,393 | $1.44M | 0.23% | −284−6.1% | Reduced |
| WNY Asset Management, LLC | 4,391 | $1.44M | 0.13% | −179−3.9% | Reduced |
| Alpha Zero LLC | 4,187 | $1.44M | 0.54% | +621+17.4% | Added |
| Lumbard & Kellner, LLC | 4,387 | $1.44M | 0.44% | +153+3.6% | Added |
| California First Leasing Corp | 4,380 | $1.43M | 0.30% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 4,290 | $1.43M | 0.31% | −9,842−69.6% | Reduced |
| Blue Rock Wealth Management LLC | 4,396 | $1.43M | 0.80% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 4,373 | $1.43M | 1.08% | −11−0.3% | Reduced |
| Asset Advisors Investment Management, LLC | 4,369 | $1.43M | 0.13% | −200−4.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 4,346 | $1.43M | 0.89% | +469+12.1% | Added |
| Tripletail Wealth Management, LLC | 4,260 | $1.42M | 1.64% | −5−0.1% | Reduced |
| Hassell Wealth Management, LLC | 4,306 | $1.42M | 0.44% | +10.0% | Added |
| DDD Partners, LLC | 4,318 | $1.41M | 0.09% | +43+1.0% | Added |
| Ipsen Advisor Group LLC | 4,307 | $1.41M | 0.91% | −12−0.3% | Reduced |
| Cape Investment Advisory, Inc. | 4,306 | $1.41M | 0.38% | −14−0.3% | Reduced |
| GGM Financials LLC | 4,299 | $1.41M | 0.53% | +204+5.0% | Added |
| Cpwa, LLC | 4,295 | $1.41M | 1.63% | +24+0.6% | Added |
| Wayfinding Financial, LLC | 4,295 | $1.41M | 0.53% | +66+1.6% | Added |
| Operose Advisors LLC | 4,291 | $1.40M | 0.27% | +4,291 | New |
| Thomas Story & Son LLC | 4,290 | $1.40M | 0.50% | −39−0.9% | Reduced |
| Legacy Financial Independent Advisors LLC | 4,287 | $1.40M | 0.66% | −122−2.8% | Reduced |
| Total Investment Management Inc | 3,988 | $1.40M | 0.15% | −44−1.1% | Reduced |
| M3 Advisory Group, LLC | 4,282 | $1.40M | 0.73% | +67+1.6% | Added |
| Howard Wealth Management, LLC | 4,271 | $1.40M | 0.52% | +57+1.4% | Added |
| Forum Finance Group S.A. | 5,286 | $1.40M | 0.50% | +3,208+154.4% | Added |
| Reynders McVeigh Capital Management, LLC | 4,263 | $1.40M | 0.06% | −100−2.3% | Reduced |
| Coyle Financial Counsel LLC | 4,261 | $1.39M | 0.25% | +367+9.4% | Added |
| Fiduciary Financial Group, LLC | 4,261 | $1.39M | 0.16% | +260+6.5% | Added |
| Elevated Private Wealth, LLC | 4,255 | $1.39M | 1.33% | +4,255 | New |
| Innovative Asset Advisors Group, LLC | 4,254 | $1.39M | 0.61% | +283+7.1% | Added |
| New Vernon Investment Management LLC | 4,253 | $1.39M | 1.70% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 4,248 | $1.39M | 0.93% | −1,332−23.9% | Reduced |
| Aspen Capital Management, LLC | 4,243 | $1.39M | 0.31% | +71+1.7% | Added |
| Planning Alternatives Ltd | 4,236 | $1.39M | 0.15% | +251+6.3% | Added |
| Park Capital Management, LLC | 4,236 | $1.39M | 0.82% | −334−7.3% | Reduced |
| GenWealth Group, Inc. | 4,221 | $1.38M | 0.22% | −68−1.6% | Reduced |
| Outlook Wealth Advisors, LLC | 4,221 | $1.38M | 0.30% | −84−2.0% | Reduced |
| Stephenson National Bank & Trust | 4,220 | $1.38M | 0.35% | +193+4.8% | Added |
| Core Wealth Advisors, Inc. | 4,215 | $1.38M | 0.28% | +1,598+61.1% | Added |
| Planning Center, Inc. | 4,214 | $1.38M | 0.13% | +123+3.0% | Added |
| Delphi Management Inc | 4,211 | $1.38M | 1.35% | +452+12.0% | Added |
| Spartan Planning & Wealth Management | 4,201 | $1.38M | 0.92% | +1,189+39.5% | Added |
| Ami Asset Management Corp | 4,199 | $1.37M | 0.08% | −17−0.4% | Reduced |
| Investment Advisory Group, LLC | 4,199 | $1.37M | 0.30% | +134+3.3% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4,198 | $1.37M | 1.08% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 4,192 | $1.37M | 0.75% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 4,187 | $1.37M | 0.22% | +128+3.2% | Added |
| Stone Wealth Partners | 4,181 | $1.37M | 1.00% | +27+0.6% | Added |
| Capital Squared Financial LLC | 4,180 | $1.37M | 0.89% | +80+2.0% | Added |
| Warwick Investment Management, Inc. | 4,169 | $1.36M | 0.15% | +227+5.8% | Added |
| Disciplined Equity Management, Inc. | 4,168 | $1.36M | 0.60% | +15+0.4% | Added |