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 |
|---|---|---|---|---|---|
| First National Trust Co | 155,919 | $51.0M | 1.73% | −20,901−11.8% | Reduced |
| Allen Investment Management LLC | 155,655 | $51.0M | 0.60% | +94+0.1% | Added |
| Blue Chip Partners, Inc. | 154,400 | $50.5M | 3.19% | +767+0.5% | Added |
| Franklin Street Advisors Inc | 154,156 | $50.5M | 2.82% | +10,733+7.5% | Added |
| Farmers & Merchants Investments Inc | 153,996 | $50.4M | 1.22% | +1,567+1.0% | Added |
| First Horizon Corp | 152,877 | $50.0M | 1.93% | −3,811−2.4% | Reduced |
| Delaney Capital Management Ltd. | 152,800 | $50.0M | 7.91% | +3,733+2.5% | Added |
| Fisher Funds Management LTD | 151,953 | $49.7M | 1.42% | +10.0% | Added |
| Wilsey Asset Management Inc | 151,901 | $49.7M | 7.30% | +3,385+2.3% | Added |
| Smith Group Asset Management, LLC | 151,610 | $49.6M | 2.02% | +10,917+7.8% | Added |
| Bailard, Inc. | 151,505 | $49.6M | 1.01% | +1,158+0.8% | Added |
| Discovery Capital Management, LLC | 151,300 | $49.5M | 2.06% | −3,400−2.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 151,129 | $49.5M | 0.48% | +6,636+4.6% | Added |
| MMBG Investment Advisors Co. | 150,943 | $49.4M | 3.91% | +6,922+4.8% | Added |
| Highland Capital Management, LLC | 150,626 | $49.3M | 2.27% | −7,795−4.9% | Reduced |
| Kingsview Wealth Management, LLC | 150,478 | $49.3M | 0.60% | −3,660−2.4% | Reduced |
| Fishman Jay A Ltd | 150,214 | $49.2M | 3.91% | −1,819−1.2% | Reduced |
| Bollard Group LLC | 149,952 | $49.1M | 1.49% | +3,383+2.3% | Added |
| Vident Advisory, LLC | 149,682 | $49.0M | 0.36% | −14,073−8.6% | Reduced |
| Triglav Skladi, D.O.O. | 149,596 | $49.0M | 2.58% | +7,921+5.6% | Added |
| Hartford Investment Management Co | 148,204 | $48.5M | 1.38% | −5,479−3.6% | Reduced |
| Brandes Investment Partners, LP | 147,529 | $48.3M | 0.34% | +1,867+1.3% | Added |
| Madison Asset Management, LLC | 147,323 | $48.2M | 0.57% | +5,181+3.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 145,973 | $47.8M | 0.91% | +2,720+1.9% | Added |
| Wesleyan Assurance Society | 145,884 | $47.7M | 2.41% | +280+0.2% | Added |
| Los Angeles Capital Management LLC | 145,381 | $47.6M | 0.17% | −192,130−56.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 145,144 | $47.5M | 1.33% | +4,032+2.9% | Added |
| CSM Advisors, LLC | 144,025 | $47.1M | 1.01% | −2,499−1.7% | Reduced |
| Maryland State Retirement & Pension System | 143,851 | $47.1M | 0.81% | +7,176+5.3% | Added |
| Voloridge Investment Management, LLC | 143,170 | $46.9M | 0.20% | −349,486−70.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 142,989 | $46.8M | 1.75% | +1,714+1.2% | Added |
| Brookstone Capital Management | 142,934 | $46.8M | 0.47% | +39,033+37.6% | Added |
| AIA Group Ltd | 142,918 | $46.8M | 0.59% | −59,346−29.3% | Reduced |
| Banque Transatlantique SA | 142,029 | $46.8M | 1.01% | +82,470+138.5% | Added |
| Carret Asset Management, LLC | 142,669 | $46.7M | 4.08% | −1,977−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 141,609 | $46.4M | 1.08% | −11,866−7.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 141,369 | $46.3M | 1.68% | +9,869+7.5% | Added |
| Private Wealth Partners, LLC | 140,251 | $45.9M | 3.30% | −10,608−7.0% | Reduced |
| Osterweis Capital Management Inc | 140,002 | $45.8M | 2.16% | −1,451−1.0% | Reduced |
| Central Securities Corp | 140,000 | $45.8M | 3.42% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 139,566 | $45.7M | 5.49% | +3,737+2.8% | Added |
| Bleakley Financial Group, LLC | 139,437 | $45.6M | 0.58% | +7,635+5.8% | Added |
| Chicago Capital, LLC | 139,172 | $45.6M | 1.10% | +214+0.2% | Added |
| Susquehanna Fundamental Investments, LLC | 138,684 | $45.4M | 0.85% | +133,764+2,718.8% | Added |
| Summit Trail Advisors, LLC | 137,531 | $45.0M | 0.57% | −2,683−1.9% | Reduced |
| Louisiana State Employees Retirement System | 136,900 | $44.8M | 0.66% | −500−0.4% | Reduced |
| Intech Investment Management LLC | 136,891 | $44.8M | 0.41% | −4,052−2.9% | Reduced |
| Parallel Advisors, LLC | 136,858 | $44.8M | 0.68% | +1,344+1.0% | Added |
| Lowe Brockenbrough & Co Inc | 136,772 | $44.8M | 1.99% | −1,696−1.2% | Reduced |
| Kanawha Capital Management LLC | 136,735 | $44.8M | 2.91% | −258−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 136,590 | $44.7M | 0.71% | +6,515+5.0% | Added |
| Community Trust & Investment Co | 136,556 | $44.7M | 2.31% | −1,528−1.1% | Reduced |
| 71 West Capital Partners | 136,313 | $44.6M | 1.54% | +7,285+5.6% | Added |
| First American Bank | 136,259 | $44.6M | 2.49% | +204+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 135,777 | $44.4M | 3.05% | −1,084−0.8% | Reduced |
| Segall Bryant & Hamill, LLC | 135,428 | $44.3M | 0.53% | +27,100+25.0% | Added |
| Miracle Mile Advisors, LLC | 135,192 | $44.3M | 0.52% | +1,623+1.2% | Added |
| Independent Advisor Alliance | 134,957 | $44.2M | 1.03% | +4,113+3.1% | Added |
| LMCG Investments, LLC | 134,321 | $44.0M | 2.35% | −3,248−2.4% | Reduced |
| Conning Inc. | 134,209 | $43.9M | 1.32% | −2,504−1.8% | Reduced |
| New Mexico Educational Retirement Board | 134,050 | $43.9M | 1.10% | +7,400+5.8% | Added |
| WSFS Capital Management, LLC | 133,139 | $43.6M | 1.90% | +691+0.5% | Added |
| Verition Fund Management LLC | 132,952 | $43.5M | 0.31% | +26,416+24.8% | Added |
| Matrix Asset Advisors Inc | 132,893 | $43.5M | 3.54% | −1,642−1.2% | Reduced |
| Perigon Wealth Management, LLC | 132,182 | $43.3M | 0.69% | −311−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 130,662 | $42.8M | 0.90% | −637−0.5% | Reduced |
| Martingale Asset Management L P | 130,544 | $42.7M | 1.01% | +4,562+3.6% | Added |
| AlphaCore Capital LLC | 130,321 | $42.7M | 0.78% | +36,190+38.4% | Added |
| Narwhal Capital Management | 129,578 | $42.4M | 2.93% | −231−0.2% | Reduced |
| Neville Rodie & Shaw Inc | 128,730 | $42.1M | 2.73% | −1,712−1.3% | Reduced |
| Squarepoint Ops LLC | 128,664 | $42.1M | 0.08% | −87,140−40.4% | Reduced |
| Global Retirement Partners, LLC | 127,872 | $41.9M | 0.64% | +127,872 | New |
| Ostrum Asset Management | 126,799 | $41.5M | 2.00% | +361+0.3% | Added |
| Bridgeway Capital Management, LLC | 126,582 | $41.4M | 0.73% | +3,189+2.6% | Added |
| DKRT Investments Corp. | 125,000 | $40.9M | 10.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 124,930 | $40.9M | 0.14% | +2,986+2.4% | Added |
| Ceredex Value Advisors LLC | 124,557 | $40.8M | 1.15% | −16,867−11.9% | Reduced |
| Appleton Partners Inc | 124,463 | $40.7M | 2.50% | −2,127−1.7% | Reduced |
| Verity & Verity, LLC | 124,033 | $40.6M | 2.79% | −1,114−0.9% | Reduced |
| Moors & Cabot, Inc. | 123,524 | $40.4M | 1.57% | −2,158−1.7% | Reduced |
| Heritage Wealth Advisors | 123,143 | $40.3M | 1.38% | −2,198−1.8% | Reduced |
| LaFleur & Godfrey LLC | 122,829 | $40.2M | 4.77% | −2,510−2.0% | Reduced |
| NBT Bank N A | 122,789 | $40.2M | 2.66% | −2,219−1.8% | Reduced |
| Tower Bridge Advisors | 122,394 | $40.1M | 3.61% | −3,137−2.5% | Reduced |
| Payden & Rygel | 121,650 | $39.8M | 3.06% | +1,800+1.5% | Added |
| WestEnd Advisors, LLC | 121,431 | $39.7M | 0.89% | −14,869−10.9% | Reduced |
| HBK Sorce Advisory LLC | 110,636 | $39.7M | 0.78% | +1,415+1.3% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 120,843 | $39.6M | 1.19% | +7,307+6.4% | Added |
| Holocene Advisors, LP | 120,442 | $39.4M | 0.09% | −278,913−69.8% | Reduced |
| BLB&B Advisors, LLC | 118,791 | $38.9M | 1.42% | −887−0.7% | Reduced |
| Adell Harriman & Carpenter Inc | 118,553 | $38.8M | 1.99% | +1,636+1.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 118,488 | $38.8M | 2.25% | +140.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 118,358 | $38.7M | 0.51% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 118,264 | $38.7M | 1.12% | −138−0.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 117,984 | $38.6M | 3.83% | −1,893−1.6% | Reduced |
| Woodbridge Co Ltd | 117,593 | $38.5M | 0.15% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 115,433 | $38.5M | 1.22% | −2,388−2.0% | Reduced |
| Dodge & Cox | 117,130 | $38.3M | 0.02% | −1,325−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 116,871 | $38.3M | 1.19% | +20,594+21.4% | Added |
| Villere St Denis J & Co LLC | 116,855 | $38.3M | 4.57% | −11,274−8.8% | Reduced |