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 |
|---|---|---|---|---|---|
| Kaizen Financial Strategies | 2,374 | $688.3K | 0.35% | +313+15.2% | Added |
| Pin Oak Investment Advisors Inc | 2,814 | $690.0K | 0.58% | −252−8.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 2,383 | $690.9K | 0.50% | +242+11.3% | Added |
| Wallace Capital Management Inc. | 2,383 | $691.0K | 0.09% | −100−4.0% | Reduced |
| Engineers Gate Manager LP | 2,391 | $693.2K | 0.01% | −15,589−86.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,452 | $693.4K | 0.08% | −731−23.0% | Reduced |
| Silver Coast Investments LLC | 2,393 | $693.8K | 0.25% | −121−4.8% | Reduced |
| Beckerman Institutional, LLC | 2,401 | $696.0K | 0.46% | −100−4.0% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 2,748 | $696.7K | 0.39% | +2,748 | New |
| Horizon Kinetics Asset Management LLC | 2,405 | $697.2K | 0.01% | −510−17.5% | Reduced |
| Wise Wealth Partners | 2,415 | $700.2K | 1.17% | +950+64.8% | Added |
| Sequent Asset Management, LLC | 2,417 | $700.7K | 0.56% | +10.0% | Added |
| BlueChip Wealth Advisors LLC | 2,418 | $700.9K | 0.31% | +55+2.3% | Added |
| Jacobs & Co | 2,424 | $702.0K | 0.07% | 00.0% | Unchanged |
| Prospera Capital Management, LLC | 2,422 | $702.2K | 0.39% | +76+3.2% | Added |
| Gentry Private Wealth, LLC | 2,423 | $702.5K | 0.54% | +16+0.7% | Added |
| Reston Wealth Management LLC | 2,423 | $702.6K | 0.25% | +136+5.9% | Added |
| Prelude Capital Management, LLC | 2,424 | $702.7K | 0.07% | −1,037−30.0% | Reduced |
| Rockbridge Capital Management LLC | 2,424 | $702.7K | 0.40% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,425 | $703.1K | 0.09% | +544+28.9% | Added |
| Bernardo Wealth Planning LLC | 2,427 | $704.0K | 0.15% | +74+3.1% | Added |
| Clay Northam Wealth Management, LLC | 2,437 | $706.5K | 0.45% | +40+1.7% | Added |
| Bruce G. Allen Investments, LLC | 2,438 | $706.8K | 0.54% | +56+2.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,881 | $706.9K | 0.40% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,439 | $707.1K | 0.24% | +97+4.1% | Added |
| Inspire Advisors, LLC | 2,441 | $707.5K | 0.07% | +399+19.5% | Added |
| Boreal Capital Management LLC | 2,441 | $707.9K | 0.58% | +2,441 | New |
| Covey Capital Advisors, LLC | 2,450 | $710.3K | 0.76% | 00.0% | Unchanged |
| Squire Investment Management Company, LLC | 2,465 | $714.6K | 0.26% | +10+0.4% | Added |
| Amussen Hunsaker Associates LLC | 2,468 | $715.5K | 0.08% | −572−18.8% | Reduced |
| CMG Global Holdings, LLC | 2,400 | $715.8K | 0.38% | −71−2.9% | Reduced |
| Catalina Capital Group, LLC | 2,470 | $716.1K | 0.49% | −926−27.3% | Reduced |
| Lionshead Wealth Management, LLC | 2,471 | $716.4K | 0.66% | +31+1.3% | Added |
| Wealthstar Advisors, LLC | 2,475 | $717.7K | 0.27% | −153−5.8% | Reduced |
| Tactive Advisors, LLC | 2,477 | $718.0K | 0.23% | +2,477 | New |
| Walker Asset Management, LLC | 2,477 | $718.0K | 0.41% | +14+0.6% | Added |
| West Wealth Group, LLC | 2,466 | $718.6K | 0.18% | +440+21.7% | Added |
| Rockbridge Investment Management, LCC | 2,487 | $721.0K | 0.08% | −22−0.9% | Reduced |
| Heritage Financial Services, LLC | 2,489 | $721.6K | 0.07% | −92−3.6% | Reduced |
| Roble, Belko & Company, Inc | 2,490 | $722.0K | 0.11% | +158+6.8% | Added |
| Arnhold LLC | 2,492 | $722.5K | 0.07% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 2,495 | $723.4K | 0.50% | +2,495 | New |
| Cahaba Wealth Management, Inc. | 2,500 | $724.8K | 0.06% | −115−4.4% | Reduced |
| Corundum Trust Company, INC | 2,504 | $725.9K | 1.92% | −10.0% | Reduced |
| AXS Investments LLC | 2,508 | $727.1K | 0.30% | −532−17.5% | Reduced |
| Centerline Wealth Advisors, LLC | 2,515 | $729.1K | 0.36% | −41−1.6% | Reduced |
| Burton Enright Welch | 2,515 | $729.2K | 0.13% | +515+25.8% | Added |
| Reliant Investment Partners, LLC | 2,520 | $730.6K | 0.64% | −77−3.0% | Reduced |
| Strive Asset Management, LLC | 2,521 | $730.9K | 0.44% | −1,032−29.0% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,522 | $731.2K | 0.45% | +46+1.9% | Added |
| Plum Street Advisors, LLC | 2,522 | $731.2K | 0.32% | +89+3.7% | Added |
| Pitti Group Wealth Management, LLC | 2,524 | $731.7K | 0.63% | +22+0.9% | Added |
| FDx Advisors, Inc. | 2,525 | $732.0K | 0.22% | −13−0.5% | Reduced |
| Asset Planning,Inc | 2,527 | $732.5K | 0.55% | −28−1.1% | Reduced |
| SNS Financial Group, LLC | 2,528 | $732.9K | 0.07% | +23+0.9% | Added |
| America First Investment Advisors, LLC | 2,529 | $733.2K | 0.15% | −9−0.4% | Reduced |
| Dupree Financial Group, LLC | 2,539 | $736.1K | 0.29% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,540 | $736.4K | 0.30% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 2,551 | $739.6K | 0.10% | +1,575+161.4% | Added |
| RAM Investment Partners, LLC | 2,555 | $740.6K | 0.16% | +994+63.7% | Added |
| Sloy Dahl & Holst, LLC | 2,564 | $743.3K | 0.10% | −55−2.1% | Reduced |
| Bender Robert & Associates | 2,570 | $745.0K | 0.17% | −4−0.2% | Reduced |
| First Affirmative Financial Network | 2,570 | $745.1K | 0.38% | −105−3.9% | Reduced |
| Madden Securities Corp | 2,571 | $745.4K | 0.25% | −37−1.4% | Reduced |
| Client 1st Advisory Group, LLC | 2,573 | $745.9K | 0.27% | +101+4.1% | Added |
| ESL Trust Services, LLC | 2,573 | $745.9K | 0.15% | −67−2.5% | Reduced |
| Gitterman Wealth Management, LLC | 2,578 | $747.4K | 0.17% | +1,010+64.4% | Added |
| ICW Investment Advisors LLC | 2,579 | $747.8K | 0.30% | +10.0% | Added |
| Penn Davis McFarland Inc | 2,580 | $748.0K | 0.08% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 2,585 | $749.4K | 0.78% | −19−0.7% | Reduced |
| Hollow Brook Wealth Management LLC | 2,592 | $751.4K | 0.22% | +4+0.2% | Added |
| Pine Harbor Wealth Management, LLC | 2,593 | $751.8K | 0.26% | +63+2.5% | Added |
| Moody Aldrich Partners LLC | 2,593 | $751.8K | 0.15% | 00.0% | Unchanged |
| Tuttle Tactical Management | 2,594 | $752.0K | 3.11% | +336+14.9% | Added |
| Balentine LLC | 2,601 | $754.1K | 0.03% | +196+8.1% | Added |
| Compass Capital Corp | 2,597 | $754.5K | 0.36% | +84+3.3% | Added |
| Basepoint Wealth LLC | 2,609 | $756.3K | 0.58% | −162−5.8% | Reduced |
| Values Added Financial LLC | 2,615 | $758.1K | 0.37% | +258+10.9% | Added |
| Tarbox Family Office, Inc. | 2,623 | $760.4K | 0.11% | −10.0% | Reduced |
| Swisher Financial Concepts, Inc. | 2,634 | $763.5K | 0.49% | −101−3.7% | Reduced |
| Wedge Capital Management L L P | 2,635 | $763.9K | 0.01% | −1,657−38.6% | Reduced |
| Western Financial Corp | 2,642 | $765.9K | 0.41% | +38+1.5% | Added |
| Fortress Financial Group, LLC | 2,648 | $767.7K | 0.65% | +84+3.3% | Added |
| Goepper Burkhardt LLC | 2,652 | $768.9K | 0.28% | +38+1.5% | Added |
| Cherrydale Wealth Management, LLC | 2,653 | $769.1K | 0.27% | +15+0.6% | Added |
| Reuter James Wealth Management, LLC | 2,655 | $769.8K | 0.12% | −100−3.6% | Reduced |
| Morse Asset Management, Inc | 2,657 | $770.3K | 0.17% | +88+3.4% | Added |
| HC Advisors, LLC | 2,661 | $771.5K | 0.54% | −207−7.2% | Reduced |
| Teza Capital Management LLC | 2,662 | $771.7K | 0.58% | −15,819−85.6% | Reduced |
| Melfa Wealth Management, LLC | 2,666 | $773.0K | 0.49% | −75−2.7% | Reduced |
| Tucker Asset Management LLC | 2,669 | $773.7K | 0.25% | +261+10.8% | Added |
| Detalus Advisors, LLC | 2,672 | $774.7K | 0.22% | +21+0.8% | Added |
| Financial Security Advisor, Inc. | 2,673 | $775.0K | 0.18% | +180+7.2% | Added |
| Fedenia Advisers LLC | 2,674 | $775.2K | 0.37% | +337+14.4% | Added |
| Riverview Capital Advisers, LLC | 2,674 | $775.2K | 0.22% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,675 | $775.5K | 0.50% | −223−7.7% | Reduced |
| Hamilton Capital, LLC | 2,676 | $775.8K | 0.04% | +152+6.0% | Added |
| Davies Financial Advisors, Inc. | 2,680 | $776.8K | 0.60% | −59−2.2% | Reduced |
| Accelerate Investment Advisors LLC | 2,697 | $781.8K | 0.58% | +130+5.1% | Added |
| Cowa, LLC | 2,702 | $783.3K | 0.30% | +694+34.6% | Added |