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; 5,157 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 2025
Institutional positions in JPMorgan Chase & Co as of Jun 30, 2025. 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
- 4,752
- +144 vs. Q1 2025
- Shares held
- 2.01B
- −774.5K (0.0%) vs. Q1 2025
- Total value
- $582.4B
- +$89.1B (+18.1%) vs. Q1 2025
- New holders
- 249
- 2,030 more added
- Sold out
- 105
- 2,012 more reduced
71 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| jvl associates llc | 2,094 | $607.1K | 0.22% | +36+1.7% | Added |
| Compton Financial Group, LLC | 2,098 | $608.2K | 0.16% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,099 | $608.5K | 0.12% | −888−29.7% | Reduced |
| Arcadia Investment Management Corp | 2,099 | $608.5K | 0.10% | +4+0.2% | Added |
| SummitTX Capital, L.P. | 2,100 | $608.8K | 0.03% | −8,423−80.0% | Reduced |
| Carter Financial Group, INC. | 2,106 | $610.7K | 0.40% | +2,106 | New |
| Catalyst Private Wealth, LLC | 2,107 | $610.8K | 0.27% | +41+2.0% | Added |
| Broderick Brian C | 2,110 | $611.7K | 0.12% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 2,110 | $611.7K | 0.14% | +1,031+95.6% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,118 | $614.0K | 0.24% | −113−5.1% | Reduced |
| C M Bidwell & Associates Ltd | 2,119 | $614.3K | 0.32% | −73−3.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,120 | $614.6K | 0.05% | +176+9.1% | Added |
| Axis Wealth Partners, LLC | 2,122 | $615.2K | 0.40% | −109−4.9% | Reduced |
| IMZ Advisory Inc | 2,117 | $616.7K | 0.25% | +424+25.0% | Added |
| Apeiron RIA LLC | 2,133 | $618.3K | 0.16% | −552−20.6% | Reduced |
| Optivise Advisory Services LLC | 2,138 | $619.7K | 0.32% | +100+4.9% | Added |
| Warther Private Wealth, LLC | 2,138 | $619.8K | 0.16% | −317−12.9% | Reduced |
| Wall Street Financial Group, Inc. | 2,138 | $619.8K | 0.56% | +2,138 | New |
| Clarkston Capital Partners, LLC | 2,145 | $621.8K | 0.01% | +7+0.3% | Added |
| R. W. Roge & Company, Inc. | 2,147 | $622.0K | 0.35% | −354−14.2% | Reduced |
| Birch Financial Group, LLC | 2,146 | $622.1K | 0.50% | +145+7.2% | Added |
| Greenfield Seitz Capital Management, LLC | 2,150 | $623.3K | 0.22% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 2,151 | $623.7K | 0.29% | −14−0.6% | Reduced |
| Rik Saylor Financial, Inc. | 2,152 | $623.8K | 0.48% | +6+0.3% | Added |
| Graham Capital Wealth Management, LLC | 2,152 | $623.9K | 0.69% | +439+25.6% | Added |
| Kingdom Financial Group LLC. | 2,154 | $624.4K | 0.55% | +2,154 | New |
| Rexford Capital Inc | 2,155 | $624.8K | 0.52% | +2,155 | New |
| Waterford Advisors, LLC | 5,876 | $625.3K | 0.23% | +3,719+172.4% | Added |
| Brand Asset Management Group, Inc. | 2,158 | $625.5K | 0.23% | −313−12.7% | Reduced |
| Castleview Partners, LLC | 2,158 | $625.6K | 0.40% | +343+18.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,140 | $626.8K | 0.20% | −212−9.0% | Reduced |
| Anderson Financial Strategies, LLC | 2,162 | $627.0K | 0.40% | 00.0% | Unchanged |
| Tableaux LLC | 2,167 | $628.2K | 0.36% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,170 | $629.2K | 0.22% | +1,513+230.3% | Added |
| Tema ETFs LLC | 2,173 | $630.0K | 0.17% | +2,173 | New |
| Hickory Asset Management, Inc. | 2,174 | $630.2K | 0.52% | +52+2.5% | Added |
| Sage Capital Advisors,llc | 2,175 | $630.6K | 0.16% | +149+7.4% | Added |
| Forum Private Client Group LLC | 2,177 | $631.1K | 0.24% | +52+2.4% | Added |
| FSA Wealth Management LLC | 2,181 | $632.2K | 0.25% | +5+0.2% | Added |
| McNamara Financial Services, Inc. | 2,181 | $632.3K | 0.13% | 00.0% | Unchanged |
| Guidance Capital, Inc | 2,188 | $633.2K | 0.18% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,185 | $633.5K | 0.63% | −489−18.3% | Reduced |
| Luken Investment Analytics, LLC | 2,185 | $633.5K | 0.28% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 2,185 | $633.5K | 0.56% | +16+0.7% | Added |
| Intrepid Capital Management Inc | 2,190 | $634.9K | 0.26% | +65+3.1% | Added |
| Hill Island Financial LLC | 2,191 | $635.2K | 0.18% | +2,191 | New |
| Kellett Schaffner Wealth Advisors LLC | 2,198 | $637.2K | 0.42% | +562+34.4% | Added |
| Independent Family Office, LLC | 2,200 | $637.8K | 0.30% | +520+31.0% | Added |
| Stonebridge Capital Management Inc | 2,200 | $638.0K | 0.25% | +1,200+120.0% | Added |
| Riverwater Partners LLC | 2,202 | $638.4K | 0.30% | +239+12.2% | Added |
| Southern Capital Advisors, LLC | 2,205 | $639.2K | 0.33% | +2+0.1% | Added |
| Sierra Ocean, LLC | 2,207 | $640.1K | 0.46% | +101+4.8% | Added |
| Brightwater Advisory LLC | 2,209 | $640.4K | 0.46% | −190−7.9% | Reduced |
| S&T Bank | 2,210 | $640.7K | 0.19% | +28+1.3% | Added |
| Wisconsin Wealth Advisors, LLC | 2,213 | $641.6K | 0.74% | +363+19.6% | Added |
| Selective Wealth Management, Inc. | 2,268 | $642.1K | 0.23% | −98−4.1% | Reduced |
| Sprinkle Financial Consultants LLC | 2,216 | $642.4K | 0.39% | −77−3.4% | Reduced |
| OLIO Financial Planning | 2,224 | $644.8K | 0.20% | −50−2.2% | Reduced |
| Wedgewood Investors Inc | 2,227 | $645.6K | 0.74% | −82−3.6% | Reduced |
| Matauro, LLC | 2,228 | $645.8K | 0.12% | +80+3.7% | Added |
| M1 Capital Management LLC | 2,233 | $647.4K | 0.33% | +49+2.2% | Added |
| TCP Asset Management, LLC | 2,233 | $647.4K | 0.13% | +62+2.9% | Added |
| Coyle Financial Counsel LLC | 2,236 | $648.2K | 0.17% | +32+1.5% | Added |
| Sensible Money, LLC | 2,239 | $649.1K | 0.25% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 2,245 | $650.8K | 0.44% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,247 | $651.4K | 0.06% | +2,247 | New |
| Kelly Financial Services LLC | 2,248 | $651.8K | 0.19% | +136+6.4% | Added |
| Tandem Wealth Advisors LLC | 2,249 | $652.0K | 0.32% | +126+5.9% | Added |
| Jackson Creek Investment Advisors LLC | 2,252 | $653.0K | 0.18% | −218−8.8% | Reduced |
| 4WEALTH Advisors, Inc. | 2,256 | $653.9K | 0.68% | −39−1.7% | Reduced |
| Retirement Planning Group, LLC | 2,258 | $654.7K | 0.58% | +331+17.2% | Added |
| Vertex Planning Partners, LLC | 2,260 | $655.2K | 0.14% | −9−0.4% | Reduced |
| XY Planning Network, Inc. | 2,264 | $656.3K | 0.22% | +2,264 | New |
| Drum Hill Capital, LLC | 2,276 | $659.8K | 0.73% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 2,301 | $660.1K | 0.09% | −22−0.9% | Reduced |
| Gimbal Financial | 2,285 | $662.3K | 0.41% | +52+2.3% | Added |
| Keating Investment Counselors Inc | 2,285 | $662.4K | 0.20% | +100+4.6% | Added |
| Richwood Investment Advisors, LLC | 2,286 | $662.7K | 0.54% | −50−2.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,287 | $663.0K | 0.28% | −271−10.6% | Reduced |
| Blackstone Group Inc. | 2,289 | $663.6K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 2,292 | $664.5K | 0.16% | −1,350−37.1% | Reduced |
| Northstar Financial Companies, Inc. | 2,295 | $665.3K | 0.69% | −226−9.0% | Reduced |
| SFG Wealth Management, LLC. | 2,296 | $665.6K | 0.40% | +131+6.1% | Added |
| Capstone Wealth Management Group LLC | 2,312 | $670.2K | 0.49% | −138−5.6% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,314 | $670.8K | 0.42% | +230+11.0% | Added |
| Brown Capital Management LLC | 2,319 | $672.3K | 0.02% | −465−16.7% | Reduced |
| Tamar Securities, LLC | 2,322 | $673.2K | 0.08% | +8+0.3% | Added |
| Fortis Capital Management LLC | 2,322 | $673.2K | 0.10% | +1,462+170.0% | Added |
| Lansing Street Advisors | 2,326 | $674.3K | 0.20% | +30+1.3% | Added |
| Flywheel Private Wealth LLC | 2,327 | $674.7K | 0.54% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 2,328 | $674.9K | 0.39% | −59−2.5% | Reduced |
| Godsey & Gibb Associates | 2,339 | $678.1K | 0.06% | −94−3.9% | Reduced |
| Parkside Investments, LLC | 2,343 | $679.4K | 0.09% | −215−8.4% | Reduced |
| Westshore Wealth, LLC | 2,348 | $680.8K | 0.26% | +2+0.1% | Added |
| Richmond Investment Services, LLC | 2,355 | $682.3K | 0.14% | +1,354+135.3% | Added |
| Insight Wealth Partners, LLC | 2,356 | $683.0K | 0.38% | +348+17.3% | Added |
| Planned Solutions, Inc. | 2,357 | $683.3K | 0.26% | +14+0.6% | Added |
| WESPAC Advisors, LLC | 2,360 | $684.3K | 0.48% | +10.0% | Added |
| Panoramic Capital Partners, LLC | 2,317 | $685.8K | 0.48% | +232+11.1% | Added |
| Knuff & Co LLC | 2,369 | $686.8K | 0.22% | 00.0% | Unchanged |