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 |
|---|---|---|---|---|---|
| Perfromance Wealth Partners, LLC | 219,412 | $71.8M | 1.78% | +3,120+1.4% | Added |
| Aristotle Atlantic Partners, LLC | 217,720 | $71.3M | 2.95% | +3,287+1.5% | Added |
| Ossiam | 217,315 | $71.1M | 0.94% | +196,502+944.1% | Added |
| Seizert Capital Partners, LLC | 216,882 | $71.0M | 2.93% | −8,021−3.6% | Reduced |
| Trust Co of Vermont | 215,608 | $70.6M | 2.63% | +215,608 | New |
| Destination Wealth Management | 214,857 | $70.3M | 1.64% | −955−0.4% | Reduced |
| Pensionmark Financial Group, LLC | 235,534 | $69.5M | 1.15% | −5,404−2.2% | Reduced |
| GW&K Investment Management, LLC | 211,142 | $69.1M | 0.54% | −3,391−1.6% | Reduced |
| Kempen Capital Management N.V. | 210,989 | $69.1M | 0.53% | +2,606+1.3% | Added |
| Mizuho Securities USA LLC | 209,775 | $68.7M | 1.11% | +46,778+28.7% | Added |
| Atria Investments LLC | 209,540 | $68.6M | 0.69% | +845+0.4% | Added |
| Arkadios Wealth Advisors | 208,806 | $68.3M | 1.05% | +4,895+2.4% | Added |
| Gulf International Bank (UK) Ltd | 206,989 | $67.8M | 1.34% | −3,431−1.6% | Reduced |
| Kimelman & Baird, LLC | 206,537 | $67.6M | 4.98% | −1,441−0.7% | Reduced |
| Gradient Investments LLC | 205,948 | $67.4M | 0.93% | +12,346+6.4% | Added |
| Modera Wealth Management, LLC | 205,295 | $67.2M | 0.72% | −6,780−3.2% | Reduced |
| Spears Abacus Advisors LLC | 205,233 | $67.2M | 1.19% | −3,987−1.9% | Reduced |
| Crawford Investment Counsel Inc | 205,139 | $67.1M | 1.12% | −519−0.3% | Reduced |
| Oakworth Capital, Inc. | 203,525 | $67.1M | 3.19% | +2,802+1.4% | Added |
| Adams Diversified Equity Fund, Inc. | 204,863 | $67.1M | 2.05% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 204,646 | $67.0M | 1.12% | −25,101−10.9% | Reduced |
| We Are One Seven, LLC | 204,412 | $66.9M | 1.11% | +38,684+23.3% | Added |
| RiverFront Investment Group, LLC | 203,413 | $66.6M | 0.88% | +12,517+6.6% | Added |
| Pictet & Cie (Europe) SA | 202,264 | $66.2M | 1.29% | −163−0.1% | Reduced |
| Pacer Advisors, Inc. | 199,910 | $65.4M | 0.17% | +64,970+48.1% | Added |
| Dakota Wealth Management | 199,334 | $65.2M | 1.25% | −22,027−10.0% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 198,905 | $65.1M | 2.04% | +34,552+21.0% | Added |
| Brinker Capital Investments, LLC | 198,839 | $65.1M | 0.50% | −2,190−1.1% | Reduced |
| Mill Capital Management, LLC | 198,650 | $65.0M | 4.34% | +139+0.1% | Added |
| Nomura Holdings Inc | 197,188 | $64.5M | 0.27% | +150,164+319.3% | Added |
| Mount Yale Investment Advisors, LLC | 196,682 | $64.4M | 1.19% | +25,171+14.7% | Added |
| Moody Lynn & Lieberson, LLC | 195,923 | $64.1M | 3.38% | −5,542−2.8% | Reduced |
| Meridian Wealth Management, LLC | 195,616 | $64.0M | 1.98% | +2,528+1.3% | Added |
| Northeast Investment Management | 194,762 | $63.8M | 2.35% | +352+0.2% | Added |
| Argent Capital Management LLC | 194,449 | $63.6M | 2.01% | −10,455−5.1% | Reduced |
| Klingenstein Fields & Co LP | 191,888 | $62.8M | 2.20% | −1,091−0.6% | Reduced |
| Ingalls & Snyder LLC | 191,298 | $62.6M | 1.71% | −2,195−1.1% | Reduced |
| Howe & Rusling Inc | 189,938 | $62.2M | 3.61% | +3,638+2.0% | Added |
| Modern Wealth Management, LLC | 189,020 | $61.9M | 0.74% | +25,089+15.3% | Added |
| Howard Capital Management Group, LLC | 188,440 | $61.7M | 3.77% | −1,534−0.8% | Reduced |
| Motley Fool Asset Management LLC | 188,228 | $61.6M | 2.38% | −24,940−11.7% | Reduced |
| Jefferies Financial Group Inc. | 187,957 | $61.5M | 0.57% | +90,393+92.6% | Added |
| Saudi Central Bank | 187,756 | $61.5M | 0.81% | +87,274+86.9% | Added |
| NS Partners Ltd | 187,157 | $61.3M | 2.63% | −6,901−3.6% | Reduced |
| Heritage Investors Management Corp | 185,967 | $60.9M | 1.68% | −4,523−2.4% | Reduced |
| Advisory Services Network, LLC | 185,812 | $60.8M | 0.69% | +7,706+4.3% | Added |
| Picton Mahoney Asset Management | 185,755 | $60.8M | 0.56% | +58,380+45.8% | Added |
| Lazard Freres Gestion S.A.S. | 185,508 | $60.7M | 1.05% | +13,912+8.1% | Added |
| Cornerstone Advisors, LLC | 184,785 | $60.5M | 1.99% | +6,789+3.8% | Added |
| LGT Fund Management Co Ltd. | 183,562 | $60.1M | 2.50% | −16,912−8.4% | Reduced |
| Allianz SE | 183,047 | $59.9M | 0.63% | −989−0.5% | Reduced |
| La Banque Postale Asset Management SA | 182,506 | $59.7M | 0.60% | +46,637+34.3% | Added |
| American Assets Investment Management, LLC | 259,400 | $59.6M | 3.61% | −2,000,000−88.5% | Reduced |
| St Germain D J Co Inc | 181,638 | $59.5M | 2.14% | −2,551−1.4% | Reduced |
| Harding Loevner LP | 181,377 | $59.4M | 0.56% | +181,377 | New |
| Nexus Investment Management ULC | 180,374 | $59.0M | 7.70% | −6,005−3.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 176,488 | $57.8M | 0.54% | +9,307+5.6% | Added |
| Levin Capital Strategies, L.P. | 175,800 | $57.5M | 3.87% | −1,527−0.9% | Reduced |
| Summit Financial, LLC | 174,535 | $57.1M | 0.63% | −21,704−11.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 174,259 | $57.0M | 1.84% | −3,686−2.1% | Reduced |
| Braun Stacey Associates Inc | 173,933 | $56.9M | 1.61% | −4,219−2.4% | Reduced |
| Benjamin Edwards Inc | 173,008 | $56.6M | 0.52% | +14,779+9.3% | Added |
| Kentucky Retirement Systems | 171,502 | $56.1M | 1.39% | −138,862−44.7% | Reduced |
| Snowden Capital Advisors LLC | 171,403 | $56.1M | 1.33% | −6,770−3.8% | Reduced |
| Randolph Co Inc | 171,309 | $56.1M | 4.72% | +136+0.1% | Added |
| Chesley Taft & Associates LLC | 171,069 | $56.0M | 2.18% | −4,050−2.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 170,877 | $55.9M | 0.35% | −90,277−34.6% | Reduced |
| Eagle Global Advisors LLC | 170,365 | $55.8M | 1.85% | −690.0% | Reduced |
| South State Corp. | 169,973 | $55.6M | 2.32% | +3,735+2.2% | Added |
| Norinchukin Bank, The | 169,305 | $55.4M | 0.54% | −2,850−1.7% | Reduced |
| Capital International Sarl | 169,275 | $55.4M | 0.78% | +1,739+1.0% | Added |
| NFJ Investment Group, LLC | 168,025 | $55.0M | 1.87% | +61,442+57.6% | Added |
| Laird Norton Trust Company, LLC | 167,828 | $54.9M | 1.06% | −1,405−0.8% | Reduced |
| Farther Finance Advisors, LLC | 167,272 | $54.8M | 0.43% | +24,292+17.0% | Added |
| TCG Advisory Services, LLC | 166,772 | $54.6M | 1.00% | +8,333+5.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 164,847 | $53.9M | 0.26% | −17,550−9.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 164,655 | $53.9M | 2.00% | −32,457−16.5% | Reduced |
| Park Avenue Securities LLC | 164,625 | $53.9M | 0.34% | +4,635+2.9% | Added |
| Drexel Morgan & Co. | 163,589 | $53.5M | 7.45% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 163,433 | $53.5M | 0.97% | +9,743+6.3% | Added |
| Central Trust Co | 163,219 | $53.4M | 0.97% | −664−0.4% | Reduced |
| Parsons Capital Management Inc | 162,510 | $53.2M | 2.41% | −85,052−34.4% | Reduced |
| Gamco Investors, Inc. Et Al | 162,491 | $53.2M | 0.48% | −1,309−0.8% | Reduced |
| Smith, Salley & Associates | 162,429 | $53.2M | 2.31% | +1,342+0.8% | Added |
| Wharton Business Group, LLC | 162,098 | $53.1M | 1.77% | −305−0.2% | Reduced |
| Estabrook Capital Management | 161,016 | $52.7M | 7.14% | −1,291−0.8% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $52.7M | 0.34% | 00.0% | Unchanged |
| Choate Investment Advisors | 159,923 | $52.3M | 0.92% | −910−0.6% | Reduced |
| Rothschild Investment LLC | 159,525 | $52.2M | 1.95% | +16,778+11.8% | Added |
| RSM US Wealth Management LLC | 159,145 | $52.1M | 0.57% | −6,763−4.1% | Reduced |
| FreeGulliver LLC | 159,102 | $52.1M | 18.36% | −631−0.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 159,053 | $52.1M | 2.17% | −2,004−1.2% | Reduced |
| Cambiar Investors LLC | 158,924 | $52.0M | 2.26% | −505−0.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 158,696 | $51.9M | 3.02% | +4,059+2.6% | Added |
| Jupiter Asset Management Ltd | 158,424 | $51.9M | 0.26% | +23,981+17.8% | Added |
| Marco Investment Management LLC | 157,783 | $51.6M | 3.40% | +700.0% | Added |
| NorthCrest Asset Manangement, LLC | 153,504 | $51.5M | 1.32% | +4,876+3.3% | Added |
| Maple Capital Management, Inc. | 156,748 | $51.3M | 3.05% | −2,916−1.8% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 156,450 | $51.2M | 1.16% | −318,133−67.0% | Reduced |
| First National Bank of Omaha | 155,692 | $51.1M | 1.44% | −15,565−9.1% | Reduced |