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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 322,085 | $105.4M | 1.21% | −60,600−15.8% | Reduced |
| Fort Washington Investment Advisors Inc | 318,112 | $104.1M | 0.52% | +2,803+0.9% | Added |
| Meyer Handelman Co | 317,169 | $103.8M | 2.94% | +3,895+1.2% | Added |
| E. Ohman J:or Asset Management AB | 316,051 | $103.5M | 2.41% | +41,537+15.1% | Added |
| Prudential PLC | 315,680 | $103.3M | 0.73% | +42,894+15.7% | Added |
| Mesirow Financial Investment Management, Inc. | 314,532 | $103.0M | 1.62% | +2,563+0.8% | Added |
| Global Frontier Investments LLC | 314,000 | $102.8M | 17.69% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 311,115 | $101.8M | 2.48% | +39,286+14.5% | Added |
| Fiduciary Trust Co | 308,296 | $100.9M | 1.10% | −5,066−1.6% | Reduced |
| Private Advisor Group, LLC | 306,392 | $100.3M | 0.46% | −59,002−16.1% | Reduced |
| Mutual of America Capital Management LLC | 303,176 | $99.2M | 0.97% | +303,176 | New |
| OP Asset Management Ltd | 302,068 | $98.9M | 1.05% | +20,516+7.3% | Added |
| Aptus Capital Advisors, LLC | 301,725 | $98.8M | 0.72% | +4,383+1.5% | Added |
| Donaldson Capital Management, LLC | 300,144 | $98.2M | 2.81% | −42,176−12.3% | Reduced |
| Park National Corp | 299,326 | $98.0M | 2.74% | −4,368−1.4% | Reduced |
| Wesbanco Bank Inc | 298,981 | $97.9M | 2.43% | +730.0% | Added |
| First Manhattan Co | 294,172 | $96.3M | 0.25% | +900+0.3% | Added |
| Yousif Capital Management, LLC | 293,651 | $96.1M | 1.08% | −21,186−6.7% | Reduced |
| Atlantic Union Bankshares Corp | 291,617 | $95.5M | 1.59% | −652−0.2% | Reduced |
| BNP Paribas | 290,350 | $94.9M | 2.57% | +16,474+6.0% | Added |
| Argent Trust Co | 289,302 | $94.7M | 2.74% | +3,017+1.1% | Added |
| Ofi Invest Asset Management | 327,756 | $94.5M | 0.94% | −5,168−1.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 288,483 | $94.4M | 4.79% | −9,483−3.2% | Reduced |
| Jane Street Group, LLC | 287,113 | $94.0M | 0.06% | −452,981−61.2% | Reduced |
| Gabelli Funds LLC | 285,292 | $93.4M | 0.60% | −12,191−4.1% | Reduced |
| Milford Funds Ltd | 284,028 | $93.0M | 1.51% | +95,513+50.7% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 283,200 | $92.7M | 1.66% | +55,012+24.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 282,368 | $92.4M | 0.11% | −67,225−19.2% | Reduced |
| SRS Capital Advisors, Inc. | 279,772 | $91.6M | 0.61% | +229,108+452.2% | Added |
| IMC-Chicago, LLC | 279,599 | $91.5M | 0.84% | +279,599 | New |
| State of Alaska, Department of Revenue | 279,362 | $91.4M | 0.91% | +10,973+4.1% | Added |
| Concurrent Investment Advisors, LLC | 277,039 | $90.7M | 0.78% | +34,293+14.1% | Added |
| Welch Group, LLC | 276,835 | $90.6M | 3.10% | −169−0.1% | Reduced |
| Crestwood Advisors Group LLC | 274,922 | $90.0M | 1.33% | +7,997+3.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 274,631 | $89.9M | 1.57% | −1,174−0.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 270,680 | $88.6M | 1.26% | −27,951−9.4% | Reduced |
| M&G Plc | 270,161 | $88.3M | 0.44% | −14,810−5.2% | Reduced |
| Chilton Capital Management LLC | 268,794 | $88.0M | 2.78% | −14,516−5.1% | Reduced |
| Westwood Holdings Group Inc. | 264,218 | $86.5M | 0.65% | −89,750−25.4% | Reduced |
| Clearstead Advisors, LLC | 263,732 | $86.3M | 0.82% | −26,197−9.0% | Reduced |
| Massmutual Trust Co FSB | 263,591 | $86.3M | 2.23% | +5,711+2.2% | Added |
| Equitable Holdings, Inc. | 263,530 | $86.3M | 0.52% | −25,590−8.9% | Reduced |
| North Star Investment Management Corp. | 262,927 | $86.1M | 4.68% | −1,162−0.4% | Reduced |
| Ancora Advisors, LLC | 261,581 | $85.6M | 1.66% | −18,776−6.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 261,453 | $85.6M | 2.13% | +3,424+1.3% | Added |
| Country Trust Bank | 259,654 | $85.0M | 1.49% | +3,255+1.3% | Added |
| HB Wealth Management, LLC | 259,187 | $84.8M | 0.48% | +1,353+0.5% | Added |
| Quintet Private Bank (Europe) S.A. | 258,869 | $84.7M | 5.28% | −11,703−4.3% | Reduced |
| RNC Capital Management LLC | 258,829 | $84.7M | 3.49% | −808−0.3% | Reduced |
| Capital Fund Management S.A. | 256,815 | $84.1M | 0.60% | +57,895+29.1% | Added |
| Venture Visionary Partners LLC | 256,731 | $84.0M | 2.34% | +8,468+3.4% | Added |
| CBOE Vest Financial, LLC | 255,362 | $83.6M | 0.88% | +17,434+7.3% | Added |
| Longaeva Partners L.P. | 254,986 | $83.5M | 2.41% | +254,986 | New |
| iA Global Asset Management Inc. | 252,825 | $82.8M | 0.98% | −10,330−3.9% | Reduced |
| Investment Management Corp of Ontario | 252,715 | $82.7M | 1.05% | −95,002−27.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $82.7M | 0.63% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 251,991 | $82.5M | 0.93% | +119,974+90.9% | Added |
| Meitav Dash Investments Ltd | 251,402 | $82.3M | 0.55% | +14,111+5.9% | Added |
| Allstate Corp | 250,584 | $82.0M | 0.82% | −29,700−10.6% | Reduced |
| Nicholas Company, Inc. | 248,520 | $81.3M | 1.49% | +130+0.1% | Added |
| Wilkinson Global Asset Management LLC | 248,470 | $81.3M | 6.46% | −82,769−25.0% | Reduced |
| TIAA Wealth Investment Management LLC | 248,345 | $81.3M | 0.54% | +12,386+5.2% | Added |
| Alyeska Investment Group, L.P. | 248,028 | $81.2M | 0.21% | −84,499−25.4% | Reduced |
| Silvercrest Asset Management Group LLC | 247,889 | $81.1M | 0.53% | +11,742+5.0% | Added |
| McDonald Capital Investors Inc | 247,821 | $81.1M | 5.92% | −20,435−7.6% | Reduced |
| Bowen Hanes & Co Inc | 275,470 | $81.0M | 1.97% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 245,528 | $80.4M | 1.79% | −2,612−1.1% | Reduced |
| Merit Financial Group, LLC | 245,022 | $80.2M | 0.50% | +67,152+37.8% | Added |
| Todd Asset Management LLC | 244,161 | $79.9M | 1.42% | +19,994+8.9% | Added |
| Salem Investment Counselors Inc | 242,447 | $79.4M | 1.97% | +1,053+0.4% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 242,256 | $79.3M | 0.27% | +5,470+2.3% | Added |
| Tocqueville Asset Management L.P. | 240,659 | $78.8M | 1.04% | −10,684−4.3% | Reduced |
| Point72 Asset Management, L.P. | 239,772 | $78.5M | 0.12% | +239,772 | New |
| Americana Partners, LLC | 239,187 | $78.3M | 1.76% | +15,822+7.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 239,030 | $78.2M | 6.28% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 238,916 | $78.2M | 0.57% | +4,910+2.1% | Added |
| Voleon Capital Management LP | 238,577 | $78.1M | 1.42% | +75,061+45.9% | Added |
| Stratos Wealth Partners, LTD. | 236,030 | $77.3M | 0.78% | +703+0.3% | Added |
| Capital Investment Advisors, LLC | 235,686 | $77.1M | 1.02% | +2,147+0.9% | Added |
| Integrated Wealth Concepts LLC | 233,142 | $76.3M | 0.50% | +35,582+18.0% | Added |
| Elo Mutual Pension Insurance Co | 232,892 | $76.2M | 0.98% | +46,413+24.9% | Added |
| Cornerstone Investment Partners, LLC | 231,074 | $75.6M | 2.53% | +62,133+36.8% | Added |
| Illinois Municipal Retirement Fund | 230,826 | $75.6M | 0.85% | −4,983−2.1% | Reduced |
| Prospera Financial Services Inc | 229,858 | $75.3M | 1.09% | −2,170−0.9% | Reduced |
| Aviso Financial Inc. | 228,890 | $74.9M | 2.61% | −3,903−1.7% | Reduced |
| Washington Trust Co | 228,325 | $74.7M | 2.32% | −3,688−1.6% | Reduced |
| KCM Investment Advisors LLC | 227,545 | $74.5M | 2.21% | +2,791+1.2% | Added |
| Roffman Miller Associates Inc | 227,318 | $74.4M | 3.89% | −4,384−1.9% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 227,154 | $74.4M | 1.19% | −33,203−12.8% | Reduced |
| Savant Capital, LLC | 221,096 | $74.4M | 0.22% | +66,950+43.4% | Added |
| Guggenheim Capital LLC | 226,975 | $74.3M | 0.48% | −1,562−0.7% | Reduced |
| Foundations Investment Advisors, LLC | 226,670 | $74.2M | 0.76% | +15,922+7.6% | Added |
| Main Street Research LLC | 226,299 | $74.1M | 3.50% | +2,537+1.1% | Added |
| Crossmark Global Holdings, Inc. | 225,657 | $73.9M | 0.96% | −12,557−5.3% | Reduced |
| ZWJ Investment Counsel Inc | 225,108 | $73.7M | 2.38% | +4,944+2.2% | Added |
| Bokf, NA | 223,025 | $73.0M | 1.01% | −1,082−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 221,738 | $72.6M | 1.38% | +9,617+4.5% | Added |
| Apollon Wealth Management, LLC | 221,179 | $72.4M | 0.88% | +2,099+1.0% | Added |
| Sterling Capital Management LLC | 221,144 | $72.4M | 1.23% | −15,391−6.5% | Reduced |
| Busey Wealth Management | 220,073 | $72.0M | 1.75% | −645−0.3% | Reduced |