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; 5,156 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
- Institutional holders
- 5,156
- +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
- 2,266 more added
- Sold out
- 114
- 2,116 more reduced
69 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 516,575 | $169.1M | 1.59% | −2,650−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 512,674 | $167.8M | 0.69% | −15,496−2.9% | Reduced |
| Midwest Trust Co | 512,205 | $167.7M | 1.90% | +63,864+14.2% | Added |
| Samlyn Capital, LLC | 507,845 | $166.2M | 2.76% | −832,107−62.1% | Reduced |
| Nissay Asset Management Corp | 507,520 | $166.1M | 0.70% | +112,954+28.6% | Added |
| Employees Retirement System of Texas | 504,900 | $165.3M | 1.31% | −8,500−1.7% | Reduced |
| AE Wealth Management LLC | 504,021 | $165.0M | 0.77% | +40,209+8.7% | Added |
| NewEdge Wealth, LLC | 499,797 | $163.6M | 1.65% | +7,232+1.5% | Added |
| Xponance, Inc. | 495,998 | $162.4M | 1.00% | +5,504+1.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 496,510 | $161.7M | 1.28% | −51,072−9.3% | Reduced |
| Davis Asset Management, L.P. | 493,896 | $161.7M | 4.09% | +25,110+5.4% | Added |
| RE Advisers Corp | 492,925 | $161.3M | 4.01% | −61,500−11.1% | Reduced |
| Commerzbank Aktiengesellschaft | 489,209 | $160.1M | 3.20% | +3,964+0.8% | Added |
| Bridges Investment Management Inc | 489,080 | $160.1M | 1.95% | −3,992−0.8% | Reduced |
| LSV Asset Management | 487,792 | $159.7M | 0.29% | −94,400−16.2% | Reduced |
| MUFG Securities EMEA plc | 485,037 | $158.8M | 1.67% | −80,798−14.3% | Reduced |
| Lazard Asset Management LLC | 478,470 | $156.6M | 0.24% | +61,354+14.7% | Added |
| Davis Selected Advisers | 476,389 | $155.9M | 0.67% | −80,063−14.4% | Reduced |
| Empowered Funds, LLC | 475,472 | $155.6M | 0.82% | +11,078+2.4% | Added |
| Beacon Pointe Advisors, LLC | 474,800 | $155.4M | 0.72% | +12,851+2.8% | Added |
| TCW Group Inc | 474,603 | $155.4M | 1.04% | −9,984−2.1% | Reduced |
| Basswood Capital Management, L.L.C. | 469,496 | $153.7M | 6.58% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 462,140 | $151.3M | 0.88% | +114,144+32.8% | Added |
| Amalgamated Bank | 461,859 | $151.2M | 1.05% | −28,477−5.8% | Reduced |
| Varma Mutual Pension Insurance Co | 461,411 | $151.0M | 0.80% | +10,900+2.4% | Added |
| ING Groep NV | 456,036 | $149.3M | 0.73% | −51,907−10.2% | Reduced |
| Agf Management Ltd | 452,551 | $148.1M | 0.57% | −24,629−5.2% | Reduced |
| Advisors Capital Management, LLC | 444,797 | $145.6M | 1.54% | +6,311+1.4% | Added |
| Rakuten Investment Management, Inc. | 438,419 | $144.4M | 0.42% | +36,975+9.2% | Added |
| Oppenheimer Asset Management Inc. | 440,848 | $144.3M | 1.50% | +5,808+1.3% | Added |
| Stephens Inc | 438,978 | $144.0M | 1.61% | +14,908+3.5% | Added |
| NEOS Investment Management LLC | 438,527 | $143.5M | 0.53% | +36,477+9.1% | Added |
| ABN AMRO Bank N.V. | 435,428 | $142.7M | 1.84% | +27,984+6.9% | Added |
| USS Investment Management Ltd | 435,160 | $142.4M | 0.56% | −18,073−4.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 431,535 | $141.3M | 0.96% | +10,704+2.5% | Added |
| ASR Vermogensbeheer N.V. | 430,472 | $140.9M | 1.45% | −66,802−13.4% | Reduced |
| HM Payson & Co | 423,411 | $138.6M | 1.84% | −58,438−12.1% | Reduced |
| HRT Financial LP | 421,531 | $138.0M | 0.25% | +83,460+24.7% | Added |
| Pinnacle Associates Ltd | 413,954 | $135.5M | 1.48% | +294+0.1% | Added |
| Staley Capital Advisers Inc | 411,588 | $134.7M | 5.25% | −5,824−1.4% | Reduced |
| Eastern Bank | 408,756 | $133.8M | 2.05% | +10,060+2.5% | Added |
| Utah Retirement Systems | 405,969 | $132.9M | 1.26% | −35,707−8.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 403,266 | $132.0M | 1.17% | −14,395−3.4% | Reduced |
| Glenview Trust Co | 402,882 | $131.9M | 1.82% | +8,746+2.2% | Added |
| British Columbia Investment Management Corp | 402,122 | $131.6M | 0.82% | +26,934+7.2% | Added |
| Adviser Investments LLC | 401,962 | $131.6M | 1.26% | +11,045+2.8% | Added |
| Hardy Reed LLC | 401,332 | $131.4M | 8.43% | +1,014+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 401,188 | $131.3M | 0.98% | −16,515−4.0% | Reduced |
| Guidance Point Advisors, LLC | 401,007 | $131.3M | 27.72% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 399,401 | $130.6M | 1.93% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 399,018 | $130.6M | 0.88% | +12,613+3.3% | Added |
| D.A. Davidson & Co. | 392,911 | $128.6M | 0.71% | −5,550−1.4% | Reduced |
| Smead Capital Management, Inc. | 392,900 | $128.6M | 2.76% | −23,194−5.6% | Reduced |
| Sequoia Financial Advisors, LLC | 390,881 | $127.9M | 0.64% | +16,204+4.3% | Added |
| Virginia Retirement Systems Et Al | 390,538 | $127.8M | 0.76% | −720−0.2% | Reduced |
| Umb Bank N A | 389,201 | $127.4M | 1.61% | −48,437−11.1% | Reduced |
| TCTC Holdings, LLC | 388,195 | $127.1M | 3.34% | +1260.0% | Added |
| Oppenheimer & Co Inc | 386,843 | $126.6M | 1.35% | +3,887+1.0% | Added |
| Renaissance Technologies LLC | 385,678 | $126.2M | 0.17% | −302,672−44.0% | Reduced |
| Abn Amro Investment Solutions | 383,145 | $125.4M | 1.09% | +60,034+18.6% | Added |
| Associated Banc-Corp | 380,490 | $124.5M | 2.96% | −5,294−1.4% | Reduced |
| Davis R M Inc | 378,479 | $123.9M | 1.95% | +5,284+1.4% | Added |
| EFG International AG | 377,555 | $123.6M | 2.26% | −16,583−4.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 375,197 | $122.8M | 0.79% | −193,237−34.0% | Reduced |
| Beck Mack & Oliver LLC | 374,875 | $122.7M | 2.39% | −12,860−3.3% | Reduced |
| Ieq Capital, LLC | 374,144 | $122.5M | 0.56% | −20,745−5.3% | Reduced |
| United Capital Financial Advisers, LLC | 373,822 | $122.4M | 0.68% | +3,062+0.8% | Added |
| RMB Capital Management, LLC | 373,734 | $122.3M | 1.89% | −33,946−8.3% | Reduced |
| New York Life Investment Management LLC | 373,305 | $122.2M | 0.85% | −1,331−0.4% | Reduced |
| Wealthfront Advisers LLC | 372,908 | $122.1M | 0.23% | +3,163+0.9% | Added |
| Allworth Financial LP | 369,423 | $120.9M | 0.51% | −42,285−10.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 375,035 | $119.9M | 2.40% | −45,763−10.9% | Reduced |
| Macquarie Group Ltd | 364,639 | $119.1M | 0.51% | +37,532+11.5% | Added |
| Cresset Asset Management, LLC | 362,177 | $118.6M | 0.43% | +10,961+3.1% | Added |
| Altshuler Shaham Ltd | 360,000 | $117.8M | 1.47% | +360,000 | New |
| Principle Wealth Partners LLC | 357,917 | $117.2M | 5.78% | +1490.0% | Added |
| Evelyn Partners Group Ltd | 357,839 | $117.1M | 2.19% | +357,839 | New |
| Sapient Capital LLC | 351,479 | $115.0M | 1.51% | −14,756−4.0% | Reduced |
| Becker Capital Management Inc | 347,316 | $113.7M | 3.06% | −2,763−0.8% | Reduced |
| Berkshire Asset Management LLC | 346,587 | $113.4M | 4.45% | +247+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 343,644 | $112.5M | 1.48% | +15,017+4.6% | Added |
| Cullen/Frost Bankers, Inc. | 343,499 | $112.4M | 1.11% | +2,107+0.6% | Added |
| Flputnam Investment Management Co | 343,254 | $112.4M | 1.34% | −2,689−0.8% | Reduced |
| Quadrature Capital Ltd | 343,067 | $112.3M | 0.96% | +239,077+229.9% | Added |
| Stock Yards Bank & Trust Co | 342,484 | $112.1M | 3.21% | −4,007−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 325,514 | $110.4M | 2.07% | −2,821−0.9% | Reduced |
| Pzena Investment Management LLC | 334,094 | $109.4M | 0.32% | −3,168−0.9% | Reduced |
| Barr E S & Co | 333,377 | $109.1M | 6.12% | −8,090−2.4% | Reduced |
| Achmea Investment Management B.V. | 332,824 | $108.9M | 2.73% | −45,147−11.9% | Reduced |
| Henshaw Capital LLC | 332,564 | $108.9M | 3.54% | −4,575−1.4% | Reduced |
| Citizens Financial Group Inc | 331,758 | $108.6M | 1.31% | −19,380−5.5% | Reduced |
| DJE Kapital AG | 315,080 | $108.3M | 2.04% | +47,122+17.6% | Added |
| Hancock Whitney Corp | 330,704 | $108.2M | 1.80% | −7,536−2.2% | Reduced |
| Waters Parkerson & Co., LLC | 330,333 | $108.1M | 5.33% | −8,312−2.5% | Reduced |
| Vaughan David Investments LLC | 329,846 | $108.0M | 2.15% | −764−0.2% | Reduced |
| Raiffeisen Bank International AG | 327,698 | $107.9M | 1.27% | −1,270−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 329,476 | $107.8M | 1.16% | +20,704+6.7% | Added |
| Vontobel Holding Ltd. | 328,793 | $107.6M | 0.36% | −2,387−0.7% | Reduced |
| Mediolanum International Funds Ltd | 326,002 | $107.4M | 0.92% | −1620.0% | Reduced |
| Kestra Private Wealth Services, LLC | 325,397 | $106.5M | 1.17% | −20,432−5.9% | Reduced |