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 Long Island Investors, LLC | 116,356 | $38.1M | 2.70% | +480.0% | Added |
| Patten & Patten Inc | 116,320 | $38.1M | 2.02% | −693−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 115,785 | $37.9M | 0.32% | +7,278+6.7% | Added |
| Anchor Capital Advisors LLC | 115,282 | $37.7M | 1.06% | −35,806−23.7% | Reduced |
| Horizon Investments, LLC | 115,540 | $37.6M | 0.42% | −15,814−12.0% | Reduced |
| First Citizens Bank & Trust Co | 114,604 | $37.5M | 0.56% | −37,727−24.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 114,574 | $37.5M | 1.19% | −440−0.4% | Reduced |
| Wealthspire Advisors, LLC | 114,563 | $37.5M | 0.21% | +51,054+80.4% | Added |
| Texas Yale Capital Corp. | 114,186 | $37.4M | 0.81% | −450−0.4% | Reduced |
| Nemes Rush Group LLC | 114,157 | $37.4M | 3.09% | +2,546+2.3% | Added |
| GAMMA Investing LLC | 114,132 | $37.4M | 1.39% | +7,067+6.6% | Added |
| Stonebridge Capital Advisors LLC | 113,983 | $37.3M | 2.39% | −2,230−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 113,083 | $37.0M | 0.64% | −3,714−3.2% | Reduced |
| Talbot Financial, LLC | 112,910 | $37.0M | 2.72% | +1,642+1.5% | Added |
| Freestone Capital Holdings, LLC | 112,378 | $36.8M | 0.96% | +7,092+6.7% | Added |
| Hantz Financial Services, Inc. | 111,857 | $36.6M | 0.50% | +1,827+1.7% | Added |
| Dana Investment Advisors, Inc. | 111,619 | $36.5M | 0.95% | −6,730−5.7% | Reduced |
| Colonial Trust Advisors | 110,940 | $36.3M | 2.53% | +718+0.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 110,715 | $36.2M | 4.16% | +174+0.2% | Added |
| Mission Wealth Management, LP | 110,524 | $36.2M | 0.45% | +47,275+74.7% | Added |
| Metis Global Partners, LLC | 110,375 | $36.1M | 0.82% | −26,463−19.3% | Reduced |
| Cary Street Partners Financial LLC | 110,329 | $36.1M | 0.79% | +5,133+4.9% | Added |
| Private Capital Management, LLC | 110,170 | $36.1M | 3.27% | −1,776−1.6% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 110,073 | $36.0M | 6.81% | −11,135−9.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 109,913 | $36.0M | 4.41% | −1,700−1.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 109,673 | $35.9M | 2.81% | −1,096−1.0% | Reduced |
| Shufro Rose & Co LLC | 109,595 | $35.9M | 2.06% | −4,403−3.9% | Reduced |
| Hudson Bay Capital Management LP | 109,391 | $35.8M | 0.17% | −88,385−44.7% | Reduced |
| Private Management Group Inc | 109,133 | $35.7M | 0.94% | −601−0.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 109,052 | $35.7M | 2.29% | +103,614+1,905.4% | Added |
| SCS Capital Management LLC | 108,904 | $35.6M | 0.34% | −942−0.9% | Reduced |
| Culbertson A N & Co Inc | 108,791 | $35.6M | 4.15% | −694−0.6% | Reduced |
| Sit Investment Associates Inc | 108,572 | $35.5M | 0.67% | −3,329−3.0% | Reduced |
| Palisade Capital Management LLC | 108,558 | $35.5M | 1.55% | −9,743−8.2% | Reduced |
| Resources Management Corp | 108,066 | $35.4M | 4.46% | −2,427−2.2% | Reduced |
| Alley Investment Management Company, LLC | 107,291 | $35.1M | 4.10% | −2,462−2.2% | Reduced |
| Polar Capital Holdings Plc | 107,219 | $35.1M | 0.10% | −6,055−5.3% | Reduced |
| Abner Herrman & Brock LLC | 106,960 | $35.0M | 3.32% | −14,396−11.9% | Reduced |
| Principal Securities, Inc. | 106,584 | $34.9M | 0.42% | +3,990+3.9% | Added |
| Stillwater Capital Advisors, LLC | 106,504 | $34.9M | 3.56% | −757−0.7% | Reduced |
| Oak Associates, Ltd | 106,443 | $34.8M | 1.95% | −710−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 104,989 | $34.4M | 0.72% | +2,015+2.0% | Added |
| SS&H Financial Advisors, Inc. | 104,790 | $34.3M | 8.77% | +104,790 | New |
| ProVise Management Group, LLC | 104,741 | $34.3M | 2.30% | +286+0.3% | Added |
| Congress Asset Management Co | 104,517 | $34.2M | 0.21% | −3,084−2.9% | Reduced |
| KMG Fiduciary Partners, LLC | 104,464 | $34.2M | 3.18% | −16,957−14.0% | Reduced |
| Rossmore Private Capital | 104,381 | $34.2M | 2.77% | +370+0.4% | Added |
| CAPROCK Group, Inc. | 104,320 | $34.1M | 0.65% | +4,664+4.7% | Added |
| Insigneo Advisory Services, LLC | 104,033 | $34.1M | 1.28% | +68,747+194.8% | Added |
| Great Valley Advisor Group, Inc. | 103,960 | $34.0M | 0.54% | +2,231+2.2% | Added |
| Rothschild Capital Partners, LLC | 103,901 | $34.0M | 7.32% | +808+0.8% | Added |
| Lyell Wealth Management, LP | 103,574 | $33.9M | 2.08% | +2,996+3.0% | Added |
| Empirical Finance, LLC | 103,311 | $33.8M | 1.41% | +3,073+3.1% | Added |
| Absher Wealth Management, LLC | 103,185 | $33.8M | 3.85% | −330.0% | Reduced |
| Chicago Partners Investment Group LLC | 96,420 | $33.7M | 0.68% | +2,743+2.9% | Added |
| Callan Family Office, LLC | 102,480 | $33.5M | 0.66% | +1,557+1.5% | Added |
| Sumitomo Life Insurance Co | 102,165 | $33.4M | 0.55% | −1,497−1.4% | Reduced |
| Hosking Partners LLP | 102,010 | $33.4M | 1.11% | −1,635−1.6% | Reduced |
| BSN Capital Partners Ltd | 100,000 | $33.3M | 1.51% | +100,000 | New |
| Oak Harvest Investment Services | 101,694 | $33.3M | 3.11% | +16,970+20.0% | Added |
| Coldstream Capital Management Inc | 101,640 | $33.3M | 0.42% | −3,661−3.5% | Reduced |
| Thomasville National Bank | 101,633 | $33.3M | 1.83% | +101,633 | New |
| Bragg Financial Advisors, Inc | 101,376 | $33.2M | 0.89% | +2,008+2.0% | Added |
| Diversified Trust Co | 101,235 | $33.1M | 0.53% | +724+0.7% | Added |
| Harvest Portfolios Group Inc. | 101,104 | $33.1M | 0.47% | −533−0.5% | Reduced |
| Fiduciary Alliance LLC | 100,605 | $32.9M | 2.23% | −18,774−15.7% | Reduced |
| Gotham Asset Management, LLC | 100,082 | $32.8M | 0.08% | −13,992−12.3% | Reduced |
| Titan Investment Solutions Ltd | 99,954 | $32.7M | 3.66% | +4,963+5.2% | Added |
| Forbes J M & Co LLP | 99,800 | $32.7M | 2.57% | +188+0.2% | Added |
| Ritholtz Wealth Management | 99,633 | $32.6M | 0.49% | +2,625+2.7% | Added |
| Capital Group Private Client Services, Inc. | 99,547 | $32.6M | 0.46% | −12,817−11.4% | Reduced |
| Northwest & Ethical Investments L.P. | 99,488 | $32.6M | 0.76% | +5,095+5.4% | Added |
| CWA Asset Management Group, LLC | 99,413 | $32.5M | 1.00% | +2,472+2.6% | Added |
| Kornitzer Capital Management Inc | 99,333 | $32.5M | 0.68% | −731−0.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 99,281 | $32.5M | 2.37% | −310.0% | Reduced |
| Mutual Advisors, LLC | 99,030 | $32.4M | 0.61% | +758+0.8% | Added |
| Old National Bancorp | 98,543 | $32.3M | 0.64% | −6,537−6.2% | Reduced |
| Clear Harbor Asset Management, LLC | 98,481 | $32.2M | 2.02% | −6,571−6.3% | Reduced |
| Level Four Advisory Services, LLC | 98,167 | $32.1M | 0.91% | +2,944+3.1% | Added |
| First Foundation Advisors | 97,905 | $32.0M | 1.15% | −1,566−1.6% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $32.0M | 0.96% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 97,875 | $32.0M | 0.56% | −10,484−9.7% | Reduced |
| United Bank | 97,846 | $32.0M | 3.76% | −341−0.3% | Reduced |
| Avanza Fonder AB | 97,703 | $32.0M | 0.70% | +5,894+6.4% | Added |
| Cidel Asset Management Inc | 97,432 | $31.9M | 1.53% | +3,446+3.7% | Added |
| Ballentine Partners, LLC | 96,996 | $31.7M | 0.39% | −338−0.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 96,055 | $31.4M | 2.00% | −1,045−1.1% | Reduced |
| GDS Wealth Management | 95,954 | $31.4M | 1.49% | +5,078+5.6% | Added |
| Manning & Napier Advisors LLC | 94,965 | $31.3M | 0.40% | −6,365−6.3% | Reduced |
| Trust Co of Toledo NA | 95,364 | $31.2M | 2.60% | −864−0.9% | Reduced |
| Assenagon Asset Management S.A. | 95,313 | $31.2M | 0.04% | +698+0.7% | Added |
| Canada Post Corp Registered Pension Plan | 95,250 | $31.2M | 1.09% | +2,945+3.2% | Added |
| Beese Fulmer Investment Management, Inc. | 95,120 | $31.1M | 1.80% | +714+0.8% | Added |
| Pallas Capital Advisors LLC | 94,790 | $31.0M | 0.95% | +4,197+4.6% | Added |
| Azimuth Capital Investment Management LLC | 94,747 | $31.0M | 1.05% | −2,290−2.4% | Reduced |
| Callahan Advisors, LLC | 94,588 | $31.0M | 2.33% | −820−0.9% | Reduced |
| Birch Hill Investment Advisors LLC | 94,380 | $30.9M | 1.25% | −1,130−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 94,226 | $30.8M | 1.50% | −3,143−3.2% | Reduced |
| Lockheed Martin Investment Management Co | 94,089 | $30.8M | 1.22% | −8,081−7.9% | Reduced |
| Osborne Partners Capital Management, LLC | 93,527 | $30.6M | 1.70% | −17,192−15.5% | Reduced |