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 |
|---|---|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 2,703 | $783.7K | 0.08% | +86+3.3% | Added |
| Lynx Investment Advisory | 2,710 | $785.6K | 0.51% | +3+0.1% | Added |
| Founders Grove Wealth Partners, LLC | 2,711 | $785.9K | 0.20% | +309+12.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,712 | $786.2K | 0.14% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 2,717 | $787.7K | 0.97% | −31−1.1% | Reduced |
| Ssi Investment Management LLC | 2,717 | $787.7K | 0.06% | −923−25.4% | Reduced |
| Pathway Financial Advisors LLC | 2,719 | $788.3K | 0.12% | −3,353−55.2% | Reduced |
| Flynn Zito Capital Management, LLC | 2,720 | $788.7K | 0.33% | +302+12.5% | Added |
| Investors Research Corp | 2,722 | $789.1K | 0.15% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 2,732 | $792.0K | 0.20% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2,732 | $792.1K | 0.13% | −6−0.2% | Reduced |
| Strategic Advocates LLC | 2,733 | $792.3K | 0.24% | +456+20.0% | Added |
| Dakota Community Bank & Trust NA | 2,737 | $793.5K | 3.56% | −202−6.9% | Reduced |
| Payne Capital Management, LLC | 2,745 | $795.8K | 0.31% | −57−2.0% | Reduced |
| Hanlon Investment Management, Inc. | 2,749 | $797.0K | 0.57% | −183−6.2% | Reduced |
| Bensler, LLC | 2,752 | $797.7K | 0.09% | +748+37.3% | Added |
| Leigh Baldwin & Co., LLC | 2,752 | $797.7K | 0.52% | +168+6.5% | Added |
| Perritt Capital Management Inc | 2,752 | $797.9K | 0.41% | −122−4.2% | Reduced |
| Braun-Bostich & Associates Inc. | 2,756 | $799.0K | 0.55% | −113−3.9% | Reduced |
| LongView Asset Management LLC | 2,756 | $799.0K | 0.60% | +440+19.0% | Added |
| Avenue 1 Advisors, LLC | 2,758 | $799.6K | 0.27% | +4+0.1% | Added |
| Financial Insights, Inc. | 2,769 | $802.8K | 0.29% | +319+13.0% | Added |
| Alpha Financial Partners, LLC | 2,770 | $802.9K | 0.58% | −46−1.6% | Reduced |
| Oxford Asset Management LLP | 2,770 | $803.1K | 0.26% | +2,770 | New |
| Prostatis Group LLC | 2,775 | $804.4K | 0.23% | −474−14.6% | Reduced |
| Kahn Brothers Group Inc | 2,775 | $804.5K | 0.16% | +2,775 | New |
| OneAscent Family Office, LLC | 2,777 | $805.0K | 0.76% | −91−3.2% | Reduced |
| Ariston Services Group | 2,778 | $805.4K | 0.57% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 2,781 | $806.3K | 0.26% | −155−5.3% | Reduced |
| Summit Wealth Group, LLC | 2,782 | $807.0K | 0.21% | +149+5.7% | Added |
| New Insight Wealth Advisors | 2,790 | $809.0K | 0.33% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 2,793 | $809.7K | 0.76% | −108−3.7% | Reduced |
| Kuhn & Co Investment Counsel | 2,796 | $810.7K | 0.61% | −41−1.4% | Reduced |
| Morningstar Investment Management LLC | 2,799 | $811.0K | 0.07% | +2,799 | New |
| Murphy Pohlad Asset Management LLC | 2,800 | $811.7K | 0.34% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 2,802 | $812.3K | 0.62% | 00.0% | Unchanged |
| Code Waechter LLC | 2,806 | $813.4K | 0.58% | +119+4.4% | Added |
| Brown Wealth Management, LLC | 2,806 | $813.5K | 0.25% | +446+18.9% | Added |
| Summit Wealth Group LLC | 2,826 | $819.3K | 0.21% | +2,826 | New |
| Integris Wealth Management, LLC | 2,828 | $820.0K | 0.21% | +19+0.7% | Added |
| Milestones Private Investment Advisors LLC | 2,831 | $820.7K | 0.61% | +2,831 | New |
| American Investment Services, Inc. | 2,837 | $822.5K | 0.21% | −8,084−74.0% | Reduced |
| Scientech Research LLC | 2,840 | $823.3K | 0.20% | +2,840 | New |
| Diamant Asset Management, Inc. | 2,843 | $824.2K | 0.63% | 00.0% | Unchanged |
| Broyhill Asset Management | 2,844 | $824.5K | 0.75% | −250−8.1% | Reduced |
| Claret Asset Management Corp | 2,845 | $825.0K | 0.11% | – | – |
| Objective Capital Management, LLC | 2,846 | $825.1K | 0.93% | −51−1.8% | Reduced |
| Endeavor Private Wealth, Inc. | 2,853 | $827.0K | 0.39% | +595+26.4% | Added |
| Coign Capital Advisors LLC | 2,854 | $827.4K | 0.56% | +35+1.2% | Added |
| Lewis Asset Management, LLC | 2,865 | $830.6K | 0.39% | +944+49.1% | Added |
| Charter Research & Investment Group, Inc. | 2,866 | $831.0K | 0.62% | 00.0% | Unchanged |
| Strid Group, LLC | 2,873 | $832.9K | 0.12% | −130−4.3% | Reduced |
| Saturna Capital CORP | 2,873 | $832.9K | 0.01% | −30−1.0% | Reduced |
| Strathmore Capital Advisors, Inc. | 2,944 | $833.6K | 0.37% | +2,944 | New |
| Arkansas Financial Group, Inc. | 2,877 | $834.1K | 0.13% | −191−6.2% | Reduced |
| CLG LLC | 2,879 | $834.8K | 0.26% | −119−4.0% | Reduced |
| MKT Advisors LLC | 2,876 | $835.3K | 0.33% | +7+0.2% | Added |
| Opus Capital Group, LLC | 2,885 | $836.0K | 0.10% | −51−1.7% | Reduced |
| Shikiar Asset Management Inc | 2,891 | $838.0K | 0.23% | +500+20.9% | Added |
| Successful Portfolios LLC | 2,892 | $838.4K | 0.52% | −2−0.1% | Reduced |
| AIMZ Investment Advisors, LLC | 2,893 | $838.8K | 0.28% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,894 | $839.0K | 0.11% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,897 | $839.9K | 0.28% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 2,897 | $840.0K | 0.09% | +1,871+182.4% | Added |
| AMJ Financial Wealth Management | 2,899 | $840.4K | 0.21% | −90−3.0% | Reduced |
| Westwood Wealth Management | 2,902 | $841.3K | 0.28% | +115+4.1% | Added |
| Clarity Capital Partners LLC | 2,908 | $843.1K | 0.30% | +12+0.4% | Added |
| WMG Financial Advisors, LLC | 2,909 | $843.2K | 0.31% | +17+0.6% | Added |
| Rooted Wealth Advisors, Inc. | 2,941 | $843.7K | 0.29% | +535+22.2% | Added |
| My Personal CFO, LLC | 2,910 | $843.8K | 0.38% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2,871 | $844.2K | 0.69% | +718+33.3% | Added |
| Wealthedge Investment Advisors, LLC | 2,913 | $844.7K | 0.35% | +14+0.5% | Added |
| Holos Integrated Wealth LLC | 2,928 | $845.5K | 0.51% | −836−22.2% | Reduced |
| Financial Freedom, LLC | 2,919 | $846.3K | 0.46% | +5+0.2% | Added |
| Integrated Quantitative Investments LLC | 2,922 | $847.1K | 0.25% | +792+37.2% | Added |
| Essex Investment Management Co LLC | 2,923 | $847.4K | 0.15% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $848.9K | 0.71% | – | – |
| DHK Financial Advisors, Inc. | 2,931 | $849.7K | 0.49% | +39+1.3% | Added |
| Thoma Capital Management LLC | 2,933 | $850.5K | 0.54% | −49−1.6% | Reduced |
| Francis Financial, Inc. | 2,934 | $850.6K | 0.20% | +178+6.5% | Added |
| CapWealth Advisors, LLC | 2,937 | $851.5K | 0.08% | +38+1.3% | Added |
| TAGStone Capital, Inc. | 2,956 | $853.6K | 0.35% | +321+12.2% | Added |
| Hidden Cove Wealth Management, LLC | 2,953 | $856.1K | 0.62% | +195+7.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,954 | $856.8K | 0.29% | −296−9.1% | Reduced |
| Centricity Wealth Management, LLC | 2,962 | $858.7K | 0.69% | −137−4.4% | Reduced |
| VSM Wealth Advisory, LLC | 2,963 | $858.9K | 0.28% | +75+2.6% | Added |
| Wescott Financial Advisory Group, LLC | 2,965 | $859.6K | 0.08% | +22+0.7% | Added |
| Strategic Financial Concepts, LLC | 3,143 | $859.8K | 0.12% | +793+33.7% | Added |
| Better Money Decisions, LLC | 2,967 | $860.2K | 0.52% | +14+0.5% | Added |
| Waller Financial Planning Group, Inc | 2,976 | $862.8K | 0.21% | −267−8.2% | Reduced |
| Beacon Capital Management, LLC | 2,980 | $863.9K | 0.12% | +43+1.5% | Added |
| Verus Financial Partners, Inc. | 3,054 | $864.8K | 0.09% | +854+38.8% | Added |
| Three Bridge Wealth Advisors, LLC | 2,984 | $865.1K | 0.23% | +944+46.3% | Added |
| FSA Advisors, Inc. | 2,984 | $865.2K | 0.70% | +12+0.4% | Added |
| Harvest Investment Services, LLC | 2,985 | $865.3K | 0.19% | +206+7.4% | Added |
| Future Financial Wealth Managment LLC | 2,986 | $865.7K | 0.59% | +4+0.1% | Added |
| Abacus Wealth Partners, LLC | 2,990 | $866.8K | 0.13% | +180+6.4% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 2,995 | $868.3K | 0.41% | −395−11.7% | Reduced |
| Robinson Smith Wealth Advisors LLC | 2,998 | $869.1K | 0.69% | −230−7.1% | Reduced |
| Portland Investment Counsel Inc. | 3,000 | $869.7K | 0.26% | −3,251−52.0% | Reduced |