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 |
|---|---|---|---|---|---|
| William Mack & Associates, Inc. | 3,792 | $1.10M | 0.70% | +102+2.8% | Added |
| Litman Gregory Asset Management LLC | 3,795 | $1.10M | 0.09% | +1,750+85.6% | Added |
| Curtis Advisory Group, LLC | 3,800 | $1.10M | 0.28% | +2,000+111.1% | Added |
| Indie Asset Partners, LLC | 3,803 | $1.10M | 2.01% | −504−11.7% | Reduced |
| Advance Capital Management, Inc. | 3,804 | $1.10M | 0.05% | −52−1.3% | Reduced |
| Fox Run Management, L.L.C. | 3,811 | $1.10M | 0.18% | −1,579−29.3% | Reduced |
| Pacific Point Advisors, LLC | 3,823 | $1.11M | 0.60% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 3,823 | $1.11M | 0.90% | −300−7.3% | Reduced |
| Opal Wealth Advisors, LLC | 3,824 | $1.11M | 0.31% | +410+12.0% | Added |
| Cultivar Capital, Inc. | 3,832 | $1.11M | 0.80% | +1,632+74.2% | Added |
| Cottonwood Capital Advisors, LLC | 3,837 | $1.11M | 0.75% | +35+0.9% | Added |
| Goldstream Capital Management Ltd | 3,841 | $1.11M | 0.48% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 3,845 | $1.11M | 0.62% | +2,021+110.8% | Added |
| LCM Capital Management Inc | 3,847 | $1.12M | 0.58% | +36+0.9% | Added |
| Mayport, LLC | 3,852 | $1.12M | 0.27% | +36+0.9% | Added |
| Hoxton Planning & Management, LLC | 3,879 | $1.12M | 0.39% | +3+0.1% | Added |
| Pine Haven Investment Counsel, Inc | 3,886 | $1.13M | 0.89% | −146−3.6% | Reduced |
| CJM Wealth Advisers, Ltd. | 3,889 | $1.13M | 0.38% | +2+0.1% | Added |
| Custom Index Systems, LLC | 3,889 | $1.13M | 0.54% | −26−0.7% | Reduced |
| Consilio Wealth Advisors, LLC | 3,941 | $1.13M | 0.40% | +203+5.4% | Added |
| Market Street Wealth Management Advisors LLC | 3,904 | $1.13M | 0.18% | +587+17.7% | Added |
| Balance Wealth, LLC | 3,906 | $1.13M | 0.66% | +26+0.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 3,911 | $1.13M | 0.24% | +745+23.5% | Added |
| Emerald Advisors, LLC | 3,913 | $1.13M | 0.15% | +120+3.2% | Added |
| Warren Street Wealth Advisors, LLC | 3,917 | $1.14M | 0.38% | −24−0.6% | Reduced |
| Total Investment Management Inc | 3,918 | $1.14M | 0.16% | −8−0.2% | Reduced |
| Hardin Capital Partners, LLC | 3,912 | $1.14M | 0.67% | −198−4.8% | Reduced |
| Wimmer Associates 1, LLC | 3,920 | $1.14M | 0.58% | 00.0% | Unchanged |
| Michael B. Yongue | 3,922 | $1.14M | 0.86% | −182−4.4% | Reduced |
| Riverview Trust Co | 3,936 | $1.14M | 1.42% | −3,922−49.9% | Reduced |
| Thomas Story & Son LLC | 3,940 | $1.14M | 0.44% | 00.0% | Unchanged |
| Ninepoint Partners LP | 3,946 | $1.14M | 0.22% | +88+2.3% | Added |
| One Day In July LLC | 3,954 | $1.15M | 0.10% | +853+27.5% | Added |
| Avantra Family Wealth, Inc. | 3,957 | $1.15M | 0.95% | +63+1.6% | Added |
| GGM Financials LLC | 3,961 | $1.15M | 0.67% | +15+0.4% | Added |
| NFP Retirement, Inc. | 3,962 | $1.15M | 0.08% | −282−6.6% | Reduced |
| Avalon Trust Co | 3,963 | $1.15M | 0.08% | −419−9.6% | Reduced |
| TSFG, LLC | 3,964 | $1.15M | 0.21% | +69+1.8% | Added |
| Tributary Capital Management, LLC | 3,975 | $1.15M | 0.10% | −50−1.2% | Reduced |
| Fiduciary Financial Group, LLC | 3,969 | $1.15M | 0.21% | +156+4.1% | Added |
| M3 Advisory Group, LLC | 3,980 | $1.15M | 0.80% | +242+6.5% | Added |
| Sterling Group Wealth Management, LLC | 3,984 | $1.16M | 0.64% | +2+0.1% | Added |
| Ardent Capital Management, Inc. | 3,986 | $1.16M | 0.55% | 00.0% | Unchanged |
| Harbor Group, Inc. | 3,991 | $1.16M | 0.21% | +2+0.1% | Added |
| Parsonex Advisory Services, Inc. | 3,995 | $1.16M | 0.97% | +3,995 | New |
| Shulman DeMeo Asset Management LLC | 3,996 | $1.16M | 0.29% | −506−11.2% | Reduced |
| NBZ Investment Advisors LLC | 3,999 | $1.16M | 0.66% | −645−13.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,003 | $1.16M | 0.29% | −256−6.0% | Reduced |
| Wendell David Associates Inc | 4,000 | $1.16M | 0.12% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 4,005 | $1.16M | 0.23% | +474+13.4% | Added |
| Tillman Hartley LLC | 4,009 | $1.16M | 0.33% | +230+6.1% | Added |
| Ecofi Investissements SA | 4,050 | $1.16M | 1.36% | −500−11.0% | Reduced |
| Doheny Asset Management | 4,024 | $1.17M | 0.82% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 4,027 | $1.17M | 0.73% | −1,165−22.4% | Reduced |
| Vista Capital Partners, Inc. | 4,032 | $1.17M | 0.13% | +407+11.2% | Added |
| Eagle Harbor Asset Management Inc | 4,038 | $1.17M | 1.13% | −268−6.2% | Reduced |
| Hopwood Financial Services, Inc. | 4,040 | $1.17M | 0.92% | −124−3.0% | Reduced |
| MFA Wealth Services | 4,043 | $1.17M | 0.88% | +123+3.1% | Added |
| Garrett Wealth Advisory Group, LLC | 4,044 | $1.17M | 0.25% | +68+1.7% | Added |
| Sykon Capital LLC | 4,049 | $1.17M | 0.43% | +169+4.4% | Added |
| Wealth Group, Ltd. | 4,052 | $1.18M | 1.17% | −3,197−44.1% | Reduced |
| Narus Financial Partners, LLC | 4,063 | $1.18M | 0.37% | +6+0.1% | Added |
| Tikehau Investment Management | 4,070 | $1.18M | 1.84% | −4,070−50.0% | Reduced |
| Diversified Portfolios, Inc. | 4,077 | $1.18M | 0.11% | +409+11.2% | Added |
| CM Wealth Advisors LLC | 4,083 | $1.18M | 0.35% | −546−11.8% | Reduced |
| PSI Advisors, LLC | 4,084 | $1.18M | 0.58% | −207−4.8% | Reduced |
| Davidson Investment Advisors | 4,093 | $1.19M | 0.05% | +87+2.2% | Added |
| Discipline Wealth Solutions, LLC | 4,097 | $1.19M | 0.45% | 00.0% | Unchanged |
| Twinbeech Capital LP | 4,098 | $1.19M | 0.03% | −51,505−92.6% | Reduced |
| Prasad Wealth Partners, LLC | 4,099 | $1.19M | 0.35% | +2,395+140.6% | Added |
| Retirement Income Solutions, Inc | 4,099 | $1.19M | 0.22% | −95−2.3% | Reduced |
| RWM Asset Management, LLC | 4,099 | $1.19M | 0.16% | +2,052+100.2% | Added |
| Goldstein Advisors, LLC | 4,101 | $1.19M | 0.16% | −12−0.3% | Reduced |
| Kaydan Wealth Management, Inc. | 4,104 | $1.19M | 0.39% | +23+0.6% | Added |
| ASB Consultores, LLC | 4,107 | $1.19M | 0.80% | +467+12.8% | Added |
| Palo Alto Wealth Advisors, LLC | 4,110 | $1.19M | 0.45% | +68+1.7% | Added |
| Investment Advisory Group, LLC | 4,112 | $1.19M | 0.36% | −569−12.2% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,115 | $1.19M | 0.34% | −15−0.4% | Reduced |
| Capital Management Associates, Inc | 4,120 | $1.19M | 0.38% | +174+4.4% | Added |
| Twin Focus Capital Partners, LLC | 4,122 | $1.20M | 0.17% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 4,131 | $1.20M | 0.60% | −692−14.3% | Reduced |
| Merrion Investment Management Co, LLC | 4,144 | $1.20M | 0.78% | −325−7.3% | Reduced |
| Woodward Financial Advisors, Inc. | 4,153 | $1.20M | 0.50% | −281−6.3% | Reduced |
| Bluesphere Advisors, LLC | 4,153 | $1.20M | 0.60% | −66−1.6% | Reduced |
| S.A. Mason LLC | 4,158 | $1.21M | 0.58% | −6−0.1% | Reduced |
| Landaas & Co | 4,167 | $1.21M | 0.29% | +4+0.1% | Added |
| Byrne Financial Freedom, LLC | 4,177 | $1.21M | 0.61% | −85−2.0% | Reduced |
| Deseret Mutual Benefit Administrators | 4,183 | $1.21M | 0.57% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4,184 | $1.21M | 0.53% | 00.0% | Unchanged |
| Helium Advisors LLC | 4,186 | $1.21M | 0.77% | +72+1.8% | Added |
| Taylor Financial Group, Inc. | 4,192 | $1.22M | 0.76% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,194 | $1.22M | 0.36% | −64−1.5% | Reduced |
| Tevis Investment Management | 4,204 | $1.22M | 0.78% | −9−0.2% | Reduced |
| Ariadne Wealth Management, LP | 4,198 | $1.22M | 0.58% | +505+13.7% | Added |
| Alliance Wealth Advisors, LLC | 4,209 | $1.22M | 0.66% | −365−8.0% | Reduced |
| Carmel Capital Partners, LLC | 4,210 | $1.22M | 0.43% | +648+18.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $1.22M | 0.81% | 00.0% | Unchanged |
| GSG Advisors LLC | 4,218 | $1.22M | 0.35% | +185+4.6% | Added |
| Fourth Dimension Wealth, LLC | 4,232 | $1.23M | 0.52% | +2,367+126.9% | Added |
| Gibraltar Capital Management, Inc. | 4,234 | $1.23M | 0.24% | −1,222−22.4% | Reduced |