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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 93,228 | $30.5M | 3.29% | −94−0.1% | Reduced |
| Easterly Investment Partners LLC | 93,158 | $30.5M | 1.55% | +11,240+13.7% | Added |
| Grimes & Company, Inc. | 93,017 | $30.4M | 0.66% | −1,302−1.4% | Reduced |
| Independence Bank of Kentucky | 92,790 | $30.4M | 3.42% | −332−0.4% | Reduced |
| Harbour Trust & Investment Management Co | 92,524 | $30.3M | 2.92% | −846−0.9% | Reduced |
| Albion Financial Group | 92,161 | $30.2M | 1.75% | +80+0.1% | Added |
| Leavell Investment Management, Inc. | 92,064 | $30.1M | 1.10% | +1,369+1.5% | Added |
| Ethic Inc. | 92,027 | $30.1M | 0.38% | +8,322+9.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 91,856 | $30.1M | 0.07% | −4,841−5.0% | Reduced |
| GHP Investment Advisors, Inc. | 91,710 | $30.0M | 1.10% | +809+0.9% | Added |
| Arbejdsmarkedets Tillaegspension | 91,480 | $29.9M | 0.65% | +4,830+5.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 90,555 | $29.6M | 0.43% | +3,753+4.3% | Added |
| Greenleaf Trust | 90,431 | $29.6M | 0.28% | −340.0% | Reduced |
| Polaris Capital Management, LLC | 90,291 | $29.6M | 2.78% | −27,261−23.2% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 89,984 | $29.5M | 0.96% | +59+0.1% | Added |
| Quadrant Capital Group LLC | 90,075 | $29.5M | 0.81% | −5,470−5.7% | Reduced |
| Cincinnati Financial Corp | 90,000 | $29.5M | 0.56% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 89,911 | $29.4M | 1.12% | −2,234−2.4% | Reduced |
| Davis-Rea Ltd. | 89,501 | $29.3M | 8.35% | −17,733−16.5% | Reduced |
| Wedbush Securities Inc | 89,166 | $29.2M | 0.75% | −3,408−3.7% | Reduced |
| Cullen Investment Group, Ltd. | 89,073 | $29.2M | 3.53% | −1,279−1.4% | Reduced |
| Westpac Banking Corp | 88,855 | $29.1M | 1.79% | +2,201+2.5% | Added |
| Bourgeon Capital Management LLC | 88,712 | $29.0M | 4.34% | −6,125−6.5% | Reduced |
| MUFG Securities Americas Inc. | 88,605 | $29.0M | 1.49% | +7,488+9.2% | Added |
| Osmosis Investment Management UK Ltd | 88,370 | $28.9M | 1.34% | −86,895−49.6% | Reduced |
| Sienna Gestion | 86,434 | $28.8M | 1.69% | −8,128−8.6% | Reduced |
| Verdence Capital Advisors LLC | 87,633 | $28.7M | 1.51% | +4,707+5.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 87,497 | $28.6M | 0.09% | −3,910−4.3% | Reduced |
| TritonPoint Partners, LLC | 87,436 | $28.6M | 2.37% | +77,754+803.1% | Added |
| Addenda Capital Inc. | 87,189 | $28.5M | 0.78% | −1,321−1.5% | Reduced |
| Moran Wealth Management, LLC | 86,958 | $28.5M | 0.78% | +173+0.2% | Added |
| Terry L. Blaker | 86,914 | $28.4M | 1.00% | +7,827+9.9% | Added |
| Fiduciary Group LLC | 86,519 | $28.3M | 2.22% | −1,138−1.3% | Reduced |
| Barlow Wealth Partners, Inc. | 85,274 | $28.2M | 3.05% | +913+1.1% | Added |
| Baldwin Brothers Inc | 86,040 | $28.2M | 1.84% | +1,313+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 85,910 | $28.1M | 0.33% | −361−0.4% | Reduced |
| Calamos Wealth Management LLC | 85,773 | $28.1M | 0.85% | −4,133−4.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 85,606 | $28.0M | 1.40% | +763+0.9% | Added |
| Signaturefd, LLC | 85,250 | $27.9M | 0.37% | +1,374+1.6% | Added |
| Edge Wealth Management LLC | 85,227 | $27.9M | 4.70% | −2,085−2.4% | Reduced |
| Guardian Partners Inc. | 85,096 | $27.9M | 2.51% | −10,792−11.3% | Reduced |
| Anderson Hoagland & Co | 85,086 | $27.9M | 2.18% | −494−0.6% | Reduced |
| WCG Wealth Advisors LLC | 84,933 | $27.8M | 0.66% | +999+1.2% | Added |
| Summitry LLC | 84,829 | $27.8M | 0.91% | −360.0% | Reduced |
| WoodTrust Financial Corp | 84,705 | $27.7M | 3.29% | +11,586+15.8% | Added |
| Buckingham Strategic Partners | 84,252 | $27.6M | 0.23% | +4,684+5.9% | Added |
| Red Door Wealth Management, LLC | 84,114 | $27.5M | 2.51% | +1,029+1.2% | Added |
| Aviance Capital Partners, LLC | 83,837 | $27.4M | 2.85% | +2,710+3.3% | Added |
| Webster Bank, N. A. | 83,576 | $27.4M | 2.37% | −3,589−4.1% | Reduced |
| Rockland Trust Co | 83,244 | $27.2M | 1.07% | −5,365−6.1% | Reduced |
| OpenArc Corporate Advisory, LLC | 83,239 | $27.2M | 0.32% | +2,559+3.2% | Added |
| Trust Co of Virginia | 83,227 | $27.2M | 2.06% | −1,523−1.8% | Reduced |
| North Star Asset Management Inc | 83,084 | $27.2M | 1.07% | −845−1.0% | Reduced |
| Dearborn Partners LLC | 83,018 | $27.2M | 1.54% | −138−0.2% | Reduced |
| Boston Private Wealth LLC | 82,982 | $27.2M | 1.71% | −11,629−12.3% | Reduced |
| Woodmont Investment Counsel LLC | 82,732 | $27.1M | 1.48% | +170.0% | Added |
| Peak Asset Management, LLC | 82,577 | $27.0M | 3.97% | +5,406+7.0% | Added |
| Meeder Advisory Services, Inc. | 82,381 | $27.0M | 0.99% | +1,946+2.4% | Added |
| Westchester Capital Management, Inc. | 82,058 | $26.9M | 4.84% | −1,355−1.6% | Reduced |
| Fairview Capital Investment Management, LLC | 81,981 | $26.8M | 1.42% | +5,440+7.1% | Added |
| Rempart Asset Management Inc. | 81,980 | $26.8M | 5.50% | −4,880−5.6% | Reduced |
| Canandaigua National Bank & Trust Co | 81,950 | $26.8M | 2.26% | +81,950 | New |
| Turtle Creek Wealth Advisors, LLC | 81,865 | $26.8M | 1.41% | +9,527+13.2% | Added |
| Motco | 81,786 | $26.8M | 2.29% | −636−0.8% | Reduced |
| Tritonpoint Wealth, LLC | 81,693 | $26.7M | 2.63% | −2,023−2.4% | Reduced |
| Cohen Capital Management, Inc. | 81,681 | $26.7M | 3.64% | −4,147−4.8% | Reduced |
| Dynamic Advisor Solutions LLC | 81,651 | $26.7M | 0.76% | +620+0.8% | Added |
| Ascent Group, LLC | 81,618 | $26.7M | 0.80% | −949−1.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 81,539 | $26.7M | 2.18% | −916−1.1% | Reduced |
| CTC LLC | 81,497 | $26.7M | 1.57% | +81,497 | New |
| JGP Wealth Management, LLC | 81,331 | $26.6M | 2.39% | +893+1.1% | Added |
| Fidelis Capital Partners, LLC | 81,211 | $26.6M | 1.53% | +8,657+11.9% | Added |
| Cadinha & Co LLC | 81,210 | $26.6M | 3.94% | +48,634+149.3% | Added |
| King Wealth | 80,935 | $26.5M | 2.90% | +50+0.1% | Added |
| SNS Financial Group, LLC | 80,885 | $26.5M | 0.51% | +78,586+3,418.3% | Added |
| Nixon Peabody Trust Co | 80,182 | $26.2M | 1.86% | −121−0.2% | Reduced |
| Rice Partnership, LLC | 80,160 | $26.2M | 3.18% | −1,268−1.6% | Reduced |
| General American Investors Co Inc | 80,000 | $26.2M | 1.59% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $26.2M | 2.80% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 79,821 | $26.1M | 1.02% | −9,775−10.9% | Reduced |
| Venturi Wealth Management, LLC | 79,433 | $26.0M | 1.01% | +497+0.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 79,362 | $26.0M | 2.23% | +11,037+16.2% | Added |
| Diversify Wealth Management, LLC | 72,679 | $25.9M | 0.43% | +1,090+1.5% | Added |
| Diversify Advisory Services, LLC | 72,679 | $25.9M | 0.43% | +68,151+1,505.1% | Added |
| Montag A & Associates Inc | 79,072 | $25.9M | 1.09% | −3,195−3.9% | Reduced |
| Thoroughbred Financial Services, LLC | 78,969 | $25.8M | 1.24% | +233+0.3% | Added |
| North Dakota State Investment Board | 78,820 | $25.8M | 1.05% | +102+0.1% | Added |
| Advisors Asset Management, Inc. | 78,621 | $25.7M | 0.39% | +2,116+2.8% | Added |
| Cypress Capital Group | 78,303 | $25.6M | 2.39% | +6,396+8.9% | Added |
| Willis Investment Counsel | 77,798 | $25.5M | 1.21% | −81−0.1% | Reduced |
| SlateStone Wealth, LLC | 77,730 | $25.4M | 1.95% | +960+1.3% | Added |
| Burns J W & Co Inc | 77,579 | $25.4M | 2.65% | −1,579−2.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 77,465 | $25.4M | 1.19% | −39−0.1% | Reduced |
| Atomi Financial Group, Inc. | 77,143 | $25.3M | 0.66% | +1,312+1.7% | Added |
| JB Capital LLC | 77,083 | $25.2M | 0.87% | +4,115+5.6% | Added |
| Whitener Capital Management, Inc. | 77,075 | $25.2M | 5.34% | +205+0.3% | Added |
| Trajan Wealth LLC | 76,924 | $25.2M | 0.95% | +8,801+12.9% | Added |
| Baxter Bros Inc | 76,917 | $25.2M | 2.91% | +993+1.3% | Added |
| Moneta Group Investment Advisors LLC | 76,436 | $25.0M | 0.19% | +1,651+2.2% | Added |
| Washington Trust Bank | 76,431 | $25.0M | 1.75% | −9,518−11.1% | Reduced |