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
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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 3,000 | $869.7K | 0.03% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 3,000 | $869.7K | 0.25% | +2,000+200.0% | Added |
| DecisionMap Wealth Management, LLC | 3,007 | $871.8K | 0.60% | +50+1.7% | Added |
| Global Assets Advisory, LLC | 3,003 | $872.1K | 0.34% | +810+36.9% | Added |
| Elios Financial Group Inc. | 3,012 | $873.3K | 0.40% | +3+0.1% | Added |
| Isthmus Partners, LLC | 3,013 | $873.5K | 0.10% | +596+24.7% | Added |
| Allen Wealth Management, LLC | 3,016 | $874.4K | 0.61% | −100−3.2% | Reduced |
| Allium Financial Advisors, LLC | 3,027 | $877.6K | 0.76% | −30−1.0% | Reduced |
| Paragon Capital Management Ltd | 3,028 | $878.0K | 0.16% | −60−1.9% | Reduced |
| Summitry LLC | 3,029 | $878.1K | 0.04% | +190+6.7% | Added |
| Hughes Financial Services, LLC | 3,017 | $879.0K | 0.15% | +14+0.5% | Added |
| Youngs Advisory Group, Inc. | 3,037 | $881.0K | 0.33% | 00.0% | Unchanged |
| Alpha Advisors, LLC | 3,046 | $883.1K | 0.76% | +114+3.9% | Added |
| Pennington Partners & Co., LLC | 3,048 | $883.8K | 0.47% | −161−5.0% | Reduced |
| Aletheian Wealth Advisors LLC | 3,053 | $885.1K | 0.44% | −131−4.1% | Reduced |
| BCS Wealth Management | 3,056 | $886.0K | 0.19% | +783+34.4% | Added |
| Investmark Advisory Group LLC | 3,059 | $886.9K | 0.42% | +8+0.3% | Added |
| denkapparat Operations GmbH | 3,066 | $888.9K | 0.71% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 3,066 | $888.9K | 0.45% | +9+0.3% | Added |
| Ring Mountain Capital, LLC | 3,053 | $889.2K | 0.54% | +45+1.5% | Added |
| North Point Portfolio Managers Corp | 3,069 | $889.7K | 0.15% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 3,072 | $891.0K | 0.95% | −146−4.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,076 | $891.0K | 0.04% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 3,075 | $891.5K | 0.69% | −27−0.9% | Reduced |
| WealthTrust Asset Management, LLC | 3,076 | $891.7K | 0.67% | −608−16.5% | Reduced |
| LongView Wealth Management | 3,079 | $892.7K | 0.27% | −274−8.2% | Reduced |
| Tacita Capital Inc | 3,087 | $895.0K | 0.58% | +580+23.1% | Added |
| Atala Financial Inc | 3,088 | $895.2K | 0.62% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 3,095 | $897.3K | 0.20% | −564−15.4% | Reduced |
| Washburn Capital Management, Inc. | 3,095 | $897.3K | 0.53% | +545+21.4% | Added |
| Virtus ETF Advisers LLC | 3,095 | $897.3K | 0.55% | +856+38.2% | Added |
| Meridian Financial, LLC | 3,095 | $897.4K | 0.58% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 3,098 | $898.4K | 0.28% | +253+8.9% | Added |
| Copley Financial Group, Inc. | 3,100 | $898.6K | 0.67% | −178−5.4% | Reduced |
| Cohen & Steers, Inc. | 3,100 | $899.0K | 0.00% | −900−22.5% | Reduced |
| Clearview Wealth Advisors LLC | 3,103 | $899.7K | 0.63% | +10.0% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,111 | $901.9K | 0.19% | +638+25.8% | Added |
| Ruggaard & Associates LLC | 3,123 | $905.4K | 0.36% | −95−3.0% | Reduced |
| HTG Investment Advisors, Inc. | 3,130 | $907.4K | 0.34% | −118−3.6% | Reduced |
| Burkett Financial Services, LLC | 3,135 | $908.8K | 0.33% | −33−1.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,138 | $909.6K | 0.08% | −2−0.1% | Reduced |
| Arbor Wealth Advisors LLC | 3,138 | $909.7K | 0.74% | −15−0.5% | Reduced |
| Trust Co of Oklahoma | 3,138 | $909.7K | 0.29% | +749+31.4% | Added |
| Pullen Investment Management, LLC | 3,144 | $911.5K | 0.55% | −19−0.6% | Reduced |
| Holcombe Financial, Inc. | 3,147 | $912.3K | 0.69% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 3,150 | $913.2K | 0.18% | +239+8.2% | Added |
| Mogy Joel R Investment Counsel Inc | 3,151 | $913.5K | 0.05% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 3,154 | $914.4K | 0.44% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,160 | $916.1K | 0.02% | +968+44.2% | Added |
| Clune & Associates, Ltd. | 3,162 | $916.7K | 0.25% | +532+20.2% | Added |
| Cherry Tree Wealth Management, LLC | 3,164 | $917.3K | 0.21% | −78−2.4% | Reduced |
| Lockerman Financial Group, Inc. | 3,170 | $919.0K | 1.24% | −23−0.7% | Reduced |
| LeConte Wealth Management, LLC | 3,190 | $924.8K | 0.63% | +1,307+69.4% | Added |
| SP Asset Management LLC | 3,190 | $924.8K | 0.08% | +54+1.7% | Added |
| Harrington Investments, INC | 3,196 | $926.6K | 0.49% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,200 | $927.7K | 0.26% | +190+6.3% | Added |
| Wealth Advisors of Iowa, LLC | 3,200 | $927.8K | 0.35% | +101+3.3% | Added |
| Weaver Consulting Group | 3,204 | $928.9K | 0.26% | +30+0.9% | Added |
| Greenberg Financial Group | 2,839 | $929.2K | 0.35% | −50−1.7% | Reduced |
| Capital Advantage, Inc. | 3,209 | $930.2K | 0.15% | −159−4.7% | Reduced |
| Wolff Financial Management LLC | 3,212 | $931.0K | 0.24% | +3+0.1% | Added |
| Wealthgarden F.S. LLC | 3,144 | $931.4K | 0.77% | +3+0.1% | Added |
| WestHill Financial Advisors, Inc. | 3,216 | $932.4K | 0.20% | +31+1.0% | Added |
| Truepoint, Inc. | 3,226 | $935.1K | 0.02% | +753+30.4% | Added |
| Silver Lake Advisory, LLC | 3,228 | $935.7K | 0.40% | +131+4.2% | Added |
| Montis Financial, LLC | 3,233 | $937.4K | 0.26% | −245−7.0% | Reduced |
| Prosperity Wealth Management, Inc. | 3,239 | $939.0K | 0.35% | −186−5.4% | Reduced |
| Wallace Advisory Group, LLC | 3,837 | $941.3K | 0.68% | −290−7.0% | Reduced |
| Cooper/Haims Advisors, LLC | 3,261 | $945.5K | 0.47% | +213+7.0% | Added |
| Acorn Creek Capital LLC | 3,262 | $945.6K | 0.39% | +42+1.3% | Added |
| Creekside Partners | 3,263 | $946.0K | 0.45% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 3,265 | $946.6K | 0.70% | −141−4.1% | Reduced |
| Ontario Teachers Pension Plan Board | 3,265 | $946.6K | 0.02% | +312+10.6% | Added |
| Archetype Wealth Partners | 3,269 | $948.0K | 0.13% | +209+6.8% | Added |
| RBA Wealth Management, LLC | 3,272 | $948.7K | 0.35% | −33−1.0% | Reduced |
| ZRC Wealth Management, LLC | 3,273 | $949.0K | 0.37% | −14−0.4% | Reduced |
| Financial Advisory Corp | 3,277 | $950.0K | 0.29% | +187+6.1% | Added |
| LifePlan Investment Advisors, Inc. | 3,279 | $950.6K | 0.47% | +2,319+241.6% | Added |
| Cascade Investment Advisors, Inc. | 3,283 | $951.9K | 0.61% | 00.0% | Unchanged |
| Alpha Zero LLC | 3,286 | $952.6K | 0.62% | +44+1.4% | Added |
| Puff Wealth Management, LLC | 3,288 | $953.1K | 1.55% | +845+34.6% | Added |
| Partners Wealth Management, LLC | 3,913 | $953.5K | 1.09% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 3,290 | $953.8K | 0.37% | +145+4.6% | Added |
| Capital Squared Financial LLC | 3,291 | $954.1K | 1.11% | +3,291 | New |
| First Community Trust NA | 3,292 | $954.4K | 0.78% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,292 | $954.4K | 0.45% | +115+3.6% | Added |
| Fairtree Asset Management (Pty) Ltd | 3,293 | $954.7K | 0.72% | 00.0% | Unchanged |
| Ehrlich Financial Group | 3,314 | $960.8K | 0.62% | +103+3.2% | Added |
| Reyes Financial Architecture, Inc. | 3,317 | $961.6K | 0.83% | +828+33.3% | Added |
| Old North State Wealth Management, LLC | 3,311 | $962.2K | 0.50% | +300+10.0% | Added |
| Fiducient Advisors LLC | 3,321 | $962.8K | 0.12% | −2,932−46.9% | Reduced |
| Mullooly Asset Management, Inc. | 3,321 | $962.9K | 0.40% | +38+1.2% | Added |
| Forefront Analytics, LLC | 3,321 | $963.0K | 1.08% | −39−1.2% | Reduced |
| IVC Wealth Advisors LLC | 3,327 | $964.5K | 0.47% | +53+1.6% | Added |
| Outlook Wealth Advisors, LLC | 3,331 | $965.5K | 0.25% | +52+1.6% | Added |
| Aua Capital Management, LLC | 3,341 | $968.6K | 0.58% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 3,348 | $970.6K | 0.42% | −44−1.3% | Reduced |
| Glass Wealth Management Co LLC | 3,353 | $972.2K | 0.52% | −174−4.9% | Reduced |
| Bank & Trust Co | 3,357 | $973.2K | 0.77% | −24−0.7% | Reduced |
| KFG Wealth Management, LLC | 3,364 | $975.3K | 0.16% | +237+7.6% | Added |