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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; 5,158 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

Q2 2025 vs. Q1 2025

How the institutions holding JPMorgan Chase & Co changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of JPM: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders4,679714,752+144
Shares2.02B5.33M2.01B−774.5K (0.0%)
Value$494.6B$1.31B$582.4B+$89.1B (+18.1%)

71 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (249)

Institutions that held JPMorgan Chase & Co at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 249 by value.

Institutions new to JPM in Q2 2025
InstitutionSharesValue% of portfolio
Swedbank AB4,608,192$1.34B1.50%
Montrusco Bolton Investments Inc.1,715,064$485.8M5.39%
Alphinity Investment Management Pty Ltd1,654,721$479.7M4.11%
Glenmede Investment Management, LP1,171,886$339.7M1.72%
Midwest Trust Co445,383$129.1M1.79%
Global Frontier Investments LLC379,000$109.9M26.20%
Senator Investment Group LP307,000$89.0M3.44%
Mizuho Securities USA LLC192,066$55.7M1.19%
Discovery Capital Management, LLC166,900$48.4M3.80%
Park Avenue Securities LLC157,589$45.7M0.42%
DKRT Investments Corp.125,000$36.2M8.79%
Susquehanna Portfolio Strategies, LLC118,349$34.3M0.75%
Woodbridge Co Ltd117,593$34.1M0.06%
Vise Technologies, Inc.106,477$30.9M1.27%
Wetherby Asset Management Inc94,569$27.4M1.22%
Cercano Management LLC94,073$27.3M0.78%
Global Retirement Partners, LLC92,725$26.9M0.67%
MASTERINVEST Kapitalanlage GmbH74,107$21.5M2.26%
Strategic Wealth Partners, Ltd.62,161$18.0M1.42%
Edgestream Partners, L.P.58,583$17.0M0.47%
Stenger Family Office, LLC53,319$16.0M4.20%
Jain Global LLC52,603$15.3M0.24%
Quadrature Capital Ltd52,522$15.2M0.26%
Forge First Asset Management Inc.51,350$14.9M5.38%
Rokos Capital Management LLP51,067$14.8M0.25%
Access Investment Management LLC50,392$14.6M4.16%
GFS Advisors, LLC43,535$12.6M1.73%
Fulcrum Asset Management LLP38,959$11.3M3.22%
BCS Private Wealth Management, Inc.38,903$11.3M4.24%
Arrow Capital Pty Ltd24,459$10.8M5.24%
International Assets Investment Management, LLC1,580,159$10.5M0.85%
Coppell Advisory Solutions LLC36,217$10.4M1.25%
Kingdon Capital Management, L.L.C.35,000$10.1M1.96%
HORAN Wealth, LLC30,714$8.90M2.73%
Soundwatch Capital LLC13,342$8.14M1.72%
Rockport Wealth LLC23,244$6.74M1.56%
LOM Asset Management Ltd21,482$6.23M2.11%
CenterBook Partners LP20,900$6.06M0.34%
Philadelphia Financial Management of San Francisco, LLC19,672$5.70M1.26%
RPg Family Wealth Advisory, LLC19,050$5.52M1.47%
Group One Trading, L.P.19,035$5.52M0.18%
Wisconsin Capital Management LLC18,861$5.47M3.02%
Virtu Financial LLC18,567$5.38M0.27%
XTX Topco Ltd17,842$5.17M0.21%
Peterson Wealth Management16,245$4.71M2.79%
Rydar Equities, Inc.16,083$4.66M3.69%
Aster Capital Management (DIFC) Ltd15,769$4.57M1.04%
Maseco LLP14,936$4.33M0.16%
Blue Capital, Inc.14,659$4.25M3.01%
Uhlmann Price Securities, LLC14,252$4.13M2.95%
Chapman Financial Group, LLC13,631$3.95M3.35%
Lantern Wealth Advisors, LLC13,260$3.84M2.29%
Cambria Investment Management, L.P.12,401$3.60M0.24%
Spahn Wealth & Retirement LLC11,606$3.36M2.16%
North Dallas Bank & Trust Co11,352$3.29M2.49%
Hilltop National Bank10,422$3.02M0.79%
Advent Capital Management10,000$2.90M0.06%
Compass Capital Management, Inc9,660$2.80M0.15%
Constant Guidance Financial LLC9,684$2.79M2.81%
Napa Wealth Management9,332$2.71M1.29%
Brian Low Financial Group, LLC9,235$2.68M2.51%
Total Wealth Planning, LLC8,899$2.58M0.33%
Stance Capital LLC8,647$2.51M0.94%
Bayesian Capital Management, LP8,602$2.49M0.39%
Scott Marsh Financial, LLC7,972$2.31M0.86%
Fieldview Capital Management, LLC7,541$2.19M0.33%
Saiph Capital, LLC7,533$2.18M0.85%
Winton Group Ltd6,927$2.01M0.10%
FNY Investment Advisers, LLC6,750$1.96M0.83%
Sterling Wealth Management, Inc.6,584$1.91M0.65%
Wolverine Trading, LLC6,580$1.89M0.05%
Westerkirk Capital Inc.6,371$1.85M0.23%
Two Sigma Securities, LLC6,339$1.84M0.23%
Oliver Lagore Vanvalin Investment Group7,464$1.83M0.72%
IronOak Wealth LLC.6,171$1.79M1.74%
Momentum Wealth Planning, LLC6,096$1.77M1.50%
Mfg Wealth Management, Inc.6,000$1.74M1.47%
Bridgewealth Advisory Group, LLC5,879$1.70M0.43%
Impact Partnership Wealth, LLC5,636$1.63M0.30%
Capstone Triton Financial Group, LLC5,621$1.63M1.18%
Central Asset Investments & Management Holdings (HK) Ltd5,498$1.59M1.35%
O'Neil Global Advisors, Inc.5,484$1.59M0.37%
Hutchinson Financial Advisors, INC5,351$1.55M1.74%
Jump Financial, LLC5,088$1.48M0.02%
Liberty Wealth Management LLC4,930$1.43M0.22%
Maridea Wealth Management LLC4,300$1.25M0.32%
Parsonex Advisory Services, Inc.3,995$1.16M0.97%
Tripletail Wealth Management, LLC3,731$1.08M1.55%
Clark & Stuart, Inc3,689$1.07M0.81%
Inceptionr LLC3,688$1.07M0.25%
Charter Capital Management, LLC3,369$976.6K0.57%
Capital Squared Financial LLC3,291$954.1K1.11%
Strathmore Capital Advisors, Inc.2,944$833.6K0.37%
Scientech Research LLC2,840$823.3K0.20%
Milestones Private Investment Advisors LLC2,831$820.7K0.61%
Summit Wealth Group LLC2,826$819.3K0.21%
Morningstar Investment Management LLC2,799$811.0K0.07%
Kahn Brothers Group Inc2,775$804.5K0.16%
Oxford Asset Management LLP2,770$803.1K0.26%
Coordinated Financial Services, Inc.2,495$723.4K0.50%

Sold out (105)

Institutions that held JPMorgan Chase & Co at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 105 by value.

Institutions that sold out of JPM in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Corebridge Financial, Inc.646,036$158.5M
Financial Counselors Inc441,452$108.3M
Caxton Associates LLP293,738$72.1M
PGGM Investments275,567$67.6M
Soros Fund Management LLCSuperinvestorSoros Fund Management230,963$56.7M
Tudor Investment Corp Et Al148,748$36.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH140,354$34.4M
Shellback Capital, LP125,000$30.7M
Rit Capital Partners PLC125,000$30.7M
Parkwood LLC112,109$27.5M
M.D. Sass Investors Services, Inc.108,585$26.6M
Trexquant Investment LP104,189$25.6M
Laurion Capital Management LP84,666$20.8M
United Services Automobile Association65,584$15.9M
Mirae Asset Securities (USA) Inc.55,140$13.5M
Exane Asset Management49,243$13.0M
Tradewinds, LLC.41,489$10.2M
Partners Capital Investment Group, LLP40,093$9.83M
Globeflex Capital L P33,400$8.19M
CTC LLC32,364$7.94M
Qsemble Capital Management, LP27,180$6.67M
Legacy Advisors, LLC26,697$6.55M
WCM Investment Management, LLC25,507$6.19M
Aquatic Capital Management LLC24,955$6.12M
Ally Financial Inc.23,000$5.64M
Governors Lane LP22,500$5.52M
Dynasty Wealth Management, LLC21,392$5.25M
JPB Foundation19,855$4.87M
Strategic Planning, Inc.17,204$4.22M
Catalyst Funds Management Pty Ltd12,600$3.09M
Q3 Asset Management11,815$2.90M
Sciencast Management LP11,012$2.70M
FSR Wealth Management Ltd.10,076$2.47M
Miura Global Management, LLC10,000$2.45M
Lecap Asset Management Ltd8,595$2.11M
Tennessee Valley Asset Management Partners6,974$1.71M
Mount Lucas Management LP6,560$1.61M
Williamson Legacy Group, LLC6,403$1.57M
Alaska Permanent Fund Corp6,338$1.55M
Hexagon Capital Partners LLC6,133$1.50M
Barden Capital Management, Inc.6,051$1.48M
Beaumont Capital Management, LLC5,900$1.45M
U S Global Investors Inc5,500$1.35M
Quantessence Capital LLC5,425$1.33M
Floyd Financial Group LLC5,341$1.31M
Harbert Fund Advisors, Inc.5,000$1.23M
Aveo Capital Partners, LLC4,703$1.17M
Camelot Portfolios, LLC4,696$1.15M
Family Firm, Inc.4,648$1.14M
Carolinas Wealth Consulting LLC4,590$1.13M
Cutter & CO Brokerage, Inc.4,356$1.07M
Capital Markets Trading UK LLP4,291$1.05M
111 Capital4,155$1.02M
Win Advisors, Inc4,004$982.2K
ERTS Wealth Advisors, LLC3,920$961.5K
Jackson Square Capital, LLC3,524$864.4K
Altus Wealth Management, LLC3,373$827.3K
Capula Management Ltd3,049$747.9K
Flow Traders U.S. LLC3,023$742.0K
Elevate Capital Advisors, LLC3,022$741.4K
Clayton Financial Group LLC2,914$714.8K
Landscape Capital Management, L.L.C.2,754$675.6K
Kane Investment Management, Inc.2,660$652.5K
Readystate Asset Management LP2,366$580.4K
MQS Management LLC2,331$571.8K
Graham Capital Management, L.P.2,238$549.0K
Tassel Capital Management, Inc.2,114$518.6K
NovaPoint Capital, LLC2,110$517.5K
Nebula Research & Development LLC2,020$495.5K
Echo Wealth Management, LLC1,700$417.0K
Hendley & Co Inc1,500$368.0K
WBI Investments1,358$333.0K
Black Point Wealth Management1,356$332.6K
EntryPoint Capital, LLC1,228$301.2K
Fidato Wealth LLC1,149$281.9K
Tfo-TDC, LLC1,080$264.9K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,073$263.2K
Traction Financial Partners, LLC1,057$259.3K
West Coast Financial LLC967$237.2K
Ground Swell Capital, LLC965$236.7K
Ellis Investment Partners, LLC958$235.0K
Chris Bulman Inc938$230.1K
Beacon Harbor Wealth Advisors, Inc.926$227.2K
Three Cord True Wealth Management, LLC920$225.7K
USA Financial Portformulas Corp918$225.2K
Diametric Capital, LP917$224.9K
CHB Investment Group, LLC878$215.0K
Peak Financial Management, Inc.872$213.9K
Seven Springs Wealth Group, LLC869$213.2K
TrueMark Investments, LLC867$212.7K
Rodgers & Associates, LTD848$208.0K
CMT Capital Markets Trading GmbH849$208.0K
Hirtle Callaghan & Co LLC826$202.6K
XY Capital Ltd804$197.2K
Guardian Wealth Management, Inc.668$163.9K
Runnymede Capital Advisors, Inc.653$160.2K
Wealth Advisors of Tampa Bay, LLC640$157.0K
Abound Financial, LLC440$108.0K
E Fund Management (Hong Kong) Co., Ltd.349$86.0K
PFG Private Wealth Management, LLC125$30.7K

Not filed for Q2 2025 yet (71)

Institutions that held JPMorgan Chase & Co at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A1,552,777$380.9M
Glenmede Trust Co NA1,173,730$287.9M
Rakuten Investment Management, Inc.256,097$62.2M
Mizuho Securities USA LLC223,884$54.9M
Sabal Trust CO211,479$51.9M
Taurus Asset Management, LLC203,431$49.9M
Orion Portfolio Solutions, LLC202,125$49.6M
Foundry Partners, LLC186,466$45.7M
Sandy Spring Bank158,527$38.9M
Transform Wealth, LLC110,301$27.1M
Kodai Capital Management LP91,534$22.5M
CAPROCK Group, Inc.86,780$21.3M
Beach Investment Counsel Inc72,055$17.7M
JCIC Asset Management Inc.66,465$16.3M
Spectrum Wealth Counsel, LLC56,869$13.9M
Buffington Mohr McNeal54,788$13.4M
Shorepoint Capital Partners LLC51,308$12.6M
Lindbrook Capital, LLC39,791$9.76M
Selway Asset Management39,462$9.68M
Schechter Investment Advisors, LLC36,181$8.88M
Sheaff Brock Investment Advisors, LLC31,252$7.67M
Horan Capital Advisors, LLC.30,872$7.57M
Redwood Investments, LLC29,870$7.33M
Morningstar Investment Services LLC29,387$7.21M
Montecito Bank & Trust28,703$7.04M
Marcum Wealth, LLC26,761$6.56M
Roanoke Asset Management Corp23,810$5.84M
Delta Financial Group, Inc.22,474$5.58M
Centre Asset Management, LLC22,560$5.53M
Vista Wealth Management Group, LLC19,747$4.84M
Proquility Private Wealth Partners, LLC17,154$4.21M
Bremer Bank National Association14,873$3.65M
Stillwater Wealth Management Group13,942$3.42M
Callan Capital, LLC11,781$2.89M
Shum Financial Group, Inc.10,919$2.68M
Benchmark Investment Advisors LLC9,804$2.40M
Grant/GrossMendelsohn, LLC9,558$2.33M
Pacific Global Investment Management CO9,462$2.32M
Monterey Private Wealth, Inc.9,319$2.29M
Regent Peak Wealth Advisors LLC6,543$1.60M
Napatree Capital LLC6,405$1.57M
Great Point Wealth Advisors, LLC5,665$1.39M
Nova Wealth Management, Inc.4,720$1.16M
Caas Capital Management LP4,175$1.02M
Safeguard Financial, LLC4,107$1.01M
BluePointe Capital Management, LLC3,858$946.4K
Griffith & Werner, Inc.3,670$900.2K
Mission Financial Group, LLC2,999$882.3K
Cyrus J. Lawrence, LLC3,456$847.0K
Cable Hill Partners, LLC3,343$817.7K
Permanent Capital Management, LP3,151$772.9K
Concorde Asset Management, LLC3,268$769.4K
Bright Futures Wealth Management, LLC.2,980$682.5K
Henderson Brothers Financial Partners, LLC2,090$673.4K
Heritage Wealth Partners, LLC2,679$657.1K
Lane & Associates LLC2,640$647.5K
Wolf Group Capital Advisors2,609$640.0K
Coordinated Financial Services, Inc.2,451$601.2K
Noble Wealth Management PBC1,959$480.5K
Rappaport Reiches Capital Management, LLC1,655$405.9K
Greenspring Advisors, LLC1,342$329.3K
US Financial Advisors, LLC1,335$327.5K
Veridan Wealth LLC1,078$264.4K
Wade Financial Advisory, Inc1,010$247.8K
Members Wealth LLC929$227.8K
Financial Network Wealth Management LLC709$173.0K
Davis Capital Management530$130.1K
Sofos Investments, Inc.289$70.9K
Grayhawk Investment Strategies Inc.222$54.5K
Tanaka Capital Management Inc217$53.0K
Collier Financial189$46.4K