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 |
|---|---|---|---|---|---|
| Reynders McVeigh Capital Management, LLC | 4,235 | $1.23M | 0.06% | −2,063−32.8% | Reduced |
| Affinity Capital Advisors, LLC | 4,246 | $1.23M | 0.21% | −42−1.0% | Reduced |
| New Vernon Investment Management LLC | 4,253 | $1.23M | 1.43% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 4,254 | $1.23M | 0.29% | −15,235−78.2% | Reduced |
| Second Half Financial Partners, LLC | 4,265 | $1.24M | 0.58% | −338−7.3% | Reduced |
| D.B. Root & Company, LLC | 4,266 | $1.24M | 0.37% | +990+30.2% | Added |
| Walkner Condon Financial Advisors LLC | 4,270 | $1.24M | 0.23% | +820+23.8% | Added |
| Wambolt & Associates, LLC | 4,267 | $1.24M | 0.42% | −194−4.3% | Reduced |
| Bravias Capital Group, LLC | 4,277 | $1.24M | 0.91% | +846+24.7% | Added |
| Silverlake Wealth Management LLC | 4,277 | $1.24M | 0.36% | +1,682+64.8% | Added |
| Advisor Resource Council | 4,280 | $1.24M | 0.61% | −30,823−87.8% | Reduced |
| Victory Financial Group, LLC | 4,288 | $1.24M | 0.20% | +1,037+31.9% | Added |
| Maridea Wealth Management LLC | 4,300 | $1.25M | 0.32% | +4,300 | New |
| Aspen Capital Management, LLC | 4,316 | $1.25M | 0.35% | +36+0.8% | Added |
| Lakeshore Capital Group, Inc. | 4,323 | $1.25M | 1.11% | −481−10.0% | Reduced |
| Crown Wealth Group, LLC | 4,325 | $1.25M | 0.47% | +5+0.1% | Added |
| Future Fund LLC | 4,336 | $1.26M | 0.56% | +403+10.2% | Added |
| Hamilton Wealth, LLC | 4,337 | $1.26M | 0.28% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 4,344 | $1.26M | 0.24% | −320−6.9% | Reduced |
| Alliance Wealth Management Group | 4,346 | $1.26M | 0.32% | −402−8.5% | Reduced |
| BIT Capital GmbH | 4,346 | $1.26M | 0.08% | +381+9.6% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 4,376 | $1.27M | 0.15% | +3,679+527.8% | Added |
| 49 Wealth Management, LLC | 4,376 | $1.27M | 0.14% | −1,078−19.8% | Reduced |
| Towercrest Capital Management | 4,377 | $1.27M | 0.23% | −402−8.4% | Reduced |
| California First Leasing Corp | 4,380 | $1.27M | 0.53% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,380 | $1.27M | 0.36% | +1,045+31.3% | Added |
| Clearwater Capital Advisors, LLC | 4,382 | $1.27M | 0.12% | −16−0.4% | Reduced |
| Skba Capital Management LLC | 4,387 | $1.27M | 0.18% | −270−5.8% | Reduced |
| BCM Advisors, LLC | 4,293 | $1.28M | 0.27% | −1,806−29.6% | Reduced |
| Fca Corp | 4,401 | $1.28M | 0.38% | +9+0.2% | Added |
| Hassell Wealth Management, LLC | 4,300 | $1.28M | 0.47% | +10.0% | Added |
| Borer Denton & Associates, Inc. | 4,404 | $1.28M | 0.44% | 00.0% | Unchanged |
| First National Corp | 4,405 | $1.28M | 0.26% | −28−0.6% | Reduced |
| Luts & Greenleigh Group, Inc | 4,413 | $1.28M | 1.23% | +90+2.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,418 | $1.28M | 0.16% | −218−4.7% | Reduced |
| Wealthstream Advisors, Inc. | 4,425 | $1.28M | 0.21% | +157+3.7% | Added |
| TPG Advisors LLC | 4,431 | $1.28M | 0.93% | +3+0.1% | Added |
| Requisite Capital Management, LLC | 4,433 | $1.29M | 0.28% | +223+5.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,433 | $1.29M | 1.46% | −10.0% | Reduced |
| New World Advisors LLC | 4,441 | $1.29M | 0.27% | +2,109+90.4% | Added |
| Probity Advisors, Inc. | 4,450 | $1.29M | 0.23% | −770−14.8% | Reduced |
| Challenger Wealth Management | 4,454 | $1.29M | 0.90% | −9−0.2% | Reduced |
| Ashton Thomas Securities, LLC | 4,451 | $1.29M | 0.31% | −293−6.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,456 | $1.29M | 1.29% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 4,466 | $1.29M | 0.13% | +317+7.6% | Added |
| Mattern Capital Management, LLC | 4,469 | $1.30M | 0.16% | +1,076+31.7% | Added |
| Sage Private Wealth Group, LLC | 4,474 | $1.30M | 0.83% | −73−1.6% | Reduced |
| Old Point Trust & Financial Services N A | 4,477 | $1.30M | 0.45% | −89−1.9% | Reduced |
| Great Oak Capital Partners, LLC | 4,539 | $1.30M | 0.37% | +46+1.0% | Added |
| Transce3nd, LLC | 4,493 | $1.30M | 0.55% | +724+19.2% | Added |
| Summit X, LLC | 4,498 | $1.30M | 0.24% | −240−5.1% | Reduced |
| Mainsail Financial Group, LLC | 4,568 | $1.31M | 0.61% | −4−0.1% | Reduced |
| Old North State Trust, LLC | 4,515 | $1.31M | 0.89% | +296+7.0% | Added |
| Root Financial Partners, LLC | 4,519 | $1.31M | 0.13% | +1,541+51.7% | Added |
| Highland Financial Advisors, LLC | 4,520 | $1.31M | 0.42% | 00.0% | Unchanged |
| Sachetta, LLC | 4,521 | $1.31M | 0.52% | −425−8.6% | Reduced |
| Gemmer Asset Management LLC | 4,533 | $1.31M | 0.12% | +241+5.6% | Added |
| Inspirion Wealth Advisors, LLC | 4,537 | $1.32M | 0.17% | +119+2.7% | Added |
| Curated Wealth Partners LLC | 4,549 | $1.32M | 0.15% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 4,559 | $1.32M | 0.59% | −96−2.1% | Reduced |
| Wayfinding Financial, LLC | 4,498 | $1.32M | 0.59% | −324−6.7% | Reduced |
| Full Sail Capital, LLC | 4,564 | $1.32M | 0.08% | −669−12.8% | Reduced |
| Westfuller Advisors, LLC | 4,588 | $1.33M | 0.76% | +128+2.9% | Added |
| Aventura Private Wealth, LLC | 4,589 | $1.33M | 0.58% | −27−0.6% | Reduced |
| CWS Financial Advisors, LLC | 4,595 | $1.33M | 0.39% | −266−5.5% | Reduced |
| Navis Wealth Advisors, LLC | 4,606 | $1.34M | 1.12% | −46−1.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 4,610 | $1.34M | 0.15% | +5+0.1% | Added |
| BWM Planning, LLC | 4,614 | $1.34M | 0.46% | +229+5.2% | Added |
| Profit Investment Management, LLC | 4,623 | $1.34M | 1.21% | −184−3.8% | Reduced |
| Hara Capital LLC | 4,631 | $1.34M | 0.83% | −585−11.2% | Reduced |
| Matisse Capital | 4,631 | $1.34M | 0.63% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 5,481 | $1.34M | 0.38% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 4,642 | $1.35M | 0.65% | +35+0.8% | Added |
| Campion Asset Management LLC | 4,662 | $1.35M | 1.01% | −184−3.8% | Reduced |
| Salzhauer Michael | 4,668 | $1.35M | 0.85% | −500−9.7% | Reduced |
| Darden Wealth Group Inc | 4,670 | $1.35M | 0.82% | −210−4.3% | Reduced |
| Grove Street Fiduciary, LLC | 4,673 | $1.35M | 0.65% | 00.0% | Unchanged |
| Blalock Williams, LLC | 4,677 | $1.36M | 1.35% | +442+10.4% | Added |
| Manchester Financial Inc | 4,702 | $1.36M | 0.29% | +1,661+54.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,702 | $1.36M | 0.27% | −65−1.4% | Reduced |
| Fiduciary Planning LLC | 4,707 | $1.36M | 0.45% | −56−1.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,708 | $1.36M | 0.61% | +54+1.2% | Added |
| RVW Wealth, LLC | 4,715 | $1.37M | 0.12% | +727+18.2% | Added |
| Enclave Advisors LLC | 4,717 | $1.37M | 0.22% | −22−0.5% | Reduced |
| Wagner Wealth Management, LLC | 4,726 | $1.37M | 0.31% | +55+1.2% | Added |
| Willis Johnson & Associates, Inc. | 4,754 | $1.38M | 0.09% | +1,641+52.7% | Added |
| Dempze Nancy E | 4,768 | $1.38M | 0.80% | −230−4.6% | Reduced |
| Longfellow Investment Management Co LLC | 4,779 | $1.39M | 0.34% | −1,097−18.7% | Reduced |
| Red Wave Investments LLC | 4,800 | $1.39M | 0.46% | +18+0.4% | Added |
| Helen Stephens Group, LLC | 4,801 | $1.39M | 0.35% | +205+4.5% | Added |
| Single Point Partners, LLC | 4,803 | $1.39M | 0.30% | −136−2.8% | Reduced |
| Armstrong Advisory Group, Inc | 4,807 | $1.39M | 0.11% | +163+3.5% | Added |
| Pasadena Private Wealth, LLC | 4,824 | $1.40M | 0.24% | +21+0.4% | Added |
| Morris Retirement Advisors, LLC | 4,826 | $1.40M | 0.66% | +1,507+45.4% | Added |
| McDonough Capital Management, Inc | 4,830 | $1.40M | 0.79% | +476+10.9% | Added |
| Keebeck Wealth Management, LLC | 4,834 | $1.40M | 0.18% | +649+15.5% | Added |
| GatePass Capital, LLC | 4,841 | $1.40M | 0.93% | −657−11.9% | Reduced |
| Voisard Asset Management Group, Inc. | 4,842 | $1.40M | 0.36% | +84+1.8% | Added |
| Philo Smith Capital Corp | 4,850 | $1.41M | 0.39% | 00.0% | Unchanged |
| Hutchinson Capital Management | 4,856 | $1.41M | 0.26% | 00.0% | Unchanged |