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 |
|---|---|---|---|---|---|
| Pacific Center for Financial Services | 3,364 | $975.4K | 0.26% | +10+0.3% | Added |
| Charter Capital Management, LLC | 3,369 | $976.6K | 0.57% | +3,369 | New |
| Laraway Financial Inc | 3,373 | $977.9K | 0.74% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,372 | $978.0K | 0.36% | +202+6.4% | Added |
| Ackerman Capital Advisors, LLC | 3,377 | $979.0K | 0.23% | +71+2.1% | Added |
| Cape Investment Advisory, Inc. | 3,379 | $979.6K | 0.36% | −512−13.2% | Reduced |
| Vance Wealth, Inc. | 3,390 | $982.8K | 0.33% | +39+1.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,397 | $984.0K | 0.75% | +92+2.8% | Added |
| Quantum Private Wealth, LLC | 3,411 | $988.9K | 0.32% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 3,411 | $989.6K | 0.31% | +206+6.4% | Added |
| North Forty Two & Co. | 3,414 | $989.8K | 1.05% | −83−2.4% | Reduced |
| Bellevue Asset Management, LLC | 3,416 | $990.6K | 0.48% | +11+0.3% | Added |
| Collective Family Office LLC | 3,431 | $994.7K | 0.26% | −498−12.7% | Reduced |
| Long Road Investment Counsel, LLC | 3,432 | $995.0K | 0.37% | 00.0% | Unchanged |
| Gouws Capital LLC | 3,433 | $995.3K | 0.61% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 3,441 | $997.6K | 0.79% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,447 | $999.2K | 0.40% | −931−21.3% | Reduced |
| Oberweis Asset Management Inc | 3,450 | $1.00M | 0.04% | −68−1.9% | Reduced |
| City National Bank of Florida | 3,451 | $1.00M | 0.73% | +294+9.3% | Added |
| Tanager Wealth Management LLP | 3,451 | $1.00M | 0.12% | −359−9.4% | Reduced |
| McCarthy & Cox | 3,451 | $1.00M | 0.26% | −181−5.0% | Reduced |
| BlueSky Wealth Advisors, LLC | 3,458 | $1.00M | 0.15% | −310−8.2% | Reduced |
| Lifeworks Advisors, LLC | 3,459 | $1.00M | 0.15% | −759−18.0% | Reduced |
| Abound Wealth Management | 3,466 | $1.00M | 0.28% | +162+4.9% | Added |
| Persium Advisors, LLC | 3,466 | $1.00M | 0.83% | +119+3.6% | Added |
| Sierra Capital LLC | 3,471 | $1.01M | 0.12% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 3,475 | $1.01M | 0.09% | +71+2.1% | Added |
| Whelan Financial | 3,476 | $1.01M | 0.36% | +8+0.2% | Added |
| Firestone Capital Management | 3,481 | $1.01M | 0.24% | −18−0.5% | Reduced |
| TCFG Wealth Management, LLC | 3,482 | $1.01M | 0.46% | −93−2.6% | Reduced |
| Smith Anglin Financial, LLC | 3,485 | $1.01M | 0.09% | −603−14.8% | Reduced |
| ORG Partners LLC | 3,480 | $1.01M | 0.22% | −45−1.3% | Reduced |
| Maltin Wealth Management, Inc. | 3,489 | $1.01M | 0.46% | −480−12.1% | Reduced |
| Rede Wealth, LLC | 3,491 | $1.01M | 0.37% | −18−0.5% | Reduced |
| WJ Interests, LLC | 3,498 | $1.01M | 0.43% | 00.0% | Unchanged |
| Postrock Partners LLC | 3,502 | $1.02M | 0.49% | +140+4.2% | Added |
| Dock Street Asset Management Inc | 3,505 | $1.02M | 0.10% | −14,941−81.0% | Reduced |
| Hourglass Capital, LLC | 3,506 | $1.02M | 0.25% | 00.0% | Unchanged |
| Motive Wealth Advisors | 3,511 | $1.02M | 0.46% | +328+10.3% | Added |
| Warwick Investment Management, Inc. | 3,516 | $1.02M | 0.20% | +37+1.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 3,519 | $1.02M | 0.38% | +67+1.9% | Added |
| Compass Ion Advisors, LLC | 3,524 | $1.02M | 0.11% | +19+0.5% | Added |
| Center For Asset Management LLC | 4,270 | $1.02M | 0.63% | −55−1.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $1.02M | 0.00% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 3,536 | $1.03M | 0.68% | +100+2.9% | Added |
| Coastwise Capital Group, LLC | 3,538 | $1.03M | 0.82% | +128+3.8% | Added |
| Blue Rock Wealth Management LLC | 3,559 | $1.03M | 0.71% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 3,559 | $1.03M | 0.40% | +1,105+45.0% | Added |
| Magnolia Capital Management Ltd | 3,575 | $1.04M | 0.83% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 3,576 | $1.04M | 0.19% | +574+19.1% | Added |
| American Capital Advisory, LLC | 3,582 | $1.04M | 0.52% | −113−3.1% | Reduced |
| BridgePort Financial Solutions, LLC | 3,583 | $1.04M | 0.35% | +106+3.0% | Added |
| Joule Financial, LLC | 3,587 | $1.04M | 0.34% | −38−1.0% | Reduced |
| Stonekeep Investments, LLC | 3,595 | $1.04M | 0.70% | +5+0.1% | Added |
| Cyr Financial Inc. | 3,599 | $1.04M | 0.81% | +879+32.3% | Added |
| Summa Corp. | 3,600 | $1.04M | 0.54% | −400−10.0% | Reduced |
| Humankind Investments LLC | 3,604 | $1.04M | 0.25% | −578−13.8% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,607 | $1.05M | 0.25% | −12−0.3% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,607 | $1.05M | 0.36% | +102+2.9% | Added |
| Tranquilli Financial Advisor LLC | 3,609 | $1.05M | 0.65% | −211−5.5% | Reduced |
| Cascade Financial Partners, LLC | 3,612 | $1.05M | 0.13% | +450+14.2% | Added |
| Grant Private Wealth Management Inc | 3,619 | $1.05M | 0.59% | −3,746−50.9% | Reduced |
| Koss-Olinger Consulting, LLC | 3,627 | $1.05M | 0.09% | −107−2.9% | Reduced |
| Flagship Wealth Advisors, LLC | 3,637 | $1.05M | 0.40% | +25+0.7% | Added |
| MBE Wealth Management, LLC | 3,638 | $1.05M | 0.46% | +124+3.5% | Added |
| Blue Bell Private Wealth Management, LLC | 3,647 | $1.06M | 0.18% | +866+31.1% | Added |
| Wealthcare Capital Partners, LLC | 3,655 | $1.06M | 0.53% | +174+5.0% | Added |
| Rational Advisors LLC | 3,658 | $1.06M | 0.11% | +883+31.8% | Added |
| Rise Advisors, LLC | 3,662 | $1.06M | 0.42% | +211+6.1% | Added |
| Planning Center, Inc. | 3,674 | $1.07M | 0.12% | −946−20.5% | Reduced |
| North Capital, Inc. | 3,677 | $1.07M | 0.92% | +11+0.3% | Added |
| 1776 Wealth LLC | 3,679 | $1.07M | 0.44% | +25+0.7% | Added |
| Semus Wealth Partners LLC | 3,683 | $1.07M | 0.69% | +19+0.5% | Added |
| Santori & Peters | 3,684 | $1.07M | 0.39% | +10+0.3% | Added |
| Invenio Wealth Partners LLC | 3,687 | $1.07M | 0.42% | +105+2.9% | Added |
| Inceptionr LLC | 3,688 | $1.07M | 0.25% | +3,688 | New |
| Clark & Stuart, Inc | 3,689 | $1.07M | 0.81% | +3,689 | New |
| BluePath Capital Management, LLC | 3,695 | $1.07M | 0.94% | +29+0.8% | Added |
| Ellevest, Inc. | 3,697 | $1.07M | 0.17% | −188−4.8% | Reduced |
| Dougherty Wealth Advisers LLC | 3,699 | $1.07M | 0.71% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 3,697 | $1.07M | 0.39% | +2,642+250.4% | Added |
| Per Stirling Capital Management, LLC. | 3,702 | $1.07M | 0.14% | +5+0.1% | Added |
| Mayfair Advisory Group, LLC | 3,718 | $1.07M | 0.51% | −21−0.6% | Reduced |
| KDT Advisors, LLC | 3,712 | $1.08M | 1.74% | 00.0% | Unchanged |
| NCP Inc. | 3,718 | $1.08M | 1.02% | +76+2.1% | Added |
| von Borstel & Associates, Inc. | 3,666 | $1.08M | 0.28% | +33+0.9% | Added |
| Holland Advisory Services, Inc. | 3,721 | $1.08M | 1.58% | +2+0.1% | Added |
| Howard Wealth Management, LLC | 3,730 | $1.08M | 0.55% | −33−0.9% | Reduced |
| Tripletail Wealth Management, LLC | 3,731 | $1.08M | 1.55% | +3,731 | New |
| Renaissance Group LLC | 3,740 | $1.08M | 0.04% | −761−16.9% | Reduced |
| Watershed Private Wealth LLC | 3,741 | $1.08M | 0.39% | −90−2.3% | Reduced |
| Plan A Wealth LLC | 3,743 | $1.09M | 0.62% | −57−1.5% | Reduced |
| Port Capital LLC | 3,756 | $1.09M | 0.05% | −350−8.5% | Reduced |
| Galibier Capital Management Ltd. | 3,760 | $1.09M | 0.33% | 00.0% | Unchanged |
| BLI - Banque de Luxembourg Investments | 3,800 | $1.09M | 0.03% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 3,763 | $1.09M | 0.73% | +167+4.6% | Added |
| Disciplined Equity Management, Inc. | 3,763 | $1.09M | 0.64% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 3,743 | $1.09M | 0.43% | +17+0.5% | Added |
| Flagstone Financial Management | 3,781 | $1.10M | 0.31% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 3,790 | $1.10M | 0.55% | +1,290+51.6% | Added |