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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 4,869 | $1.41M | 0.42% | −51−1.0% | Reduced |
| Heritage Investment Group, Inc. | 4,872 | $1.41M | 0.24% | −236−4.6% | Reduced |
| Maxele Advisors, LLC | 4,873 | $1.41M | 1.23% | −169−3.4% | Reduced |
| Spectrum Strategic Capital Management, LLC | 4,877 | $1.41M | 0.90% | +3,945+423.3% | Added |
| PFW Advisors LLC | 4,888 | $1.42M | 0.44% | −141−2.8% | Reduced |
| BCJ Capital Management, LLC | 4,891 | $1.42M | 0.10% | +122+2.6% | Added |
| Peregrine Asset Advisers, Inc. | 4,891 | $1.42M | 0.44% | −172−3.4% | Reduced |
| Rossby Financial, LCC | 4,895 | $1.42M | 0.53% | +752+18.2% | Added |
| WNY Asset Management, LLC | 4,895 | $1.42M | 0.16% | +555+12.8% | Added |
| Creative Financial Designs Inc | 4,896 | $1.42M | 0.10% | −32−0.6% | Reduced |
| Taylor Hoffman Capital Management LLC | 4,897 | $1.42M | 0.49% | +34+0.7% | Added |
| Shelton Wealth Management, LLC | 4,900 | $1.42M | 0.72% | +161+3.4% | Added |
| Elgethun Capital Management | 4,902 | $1.42M | 0.29% | −16−0.3% | Reduced |
| Spinnaker Investment Group, LLC | 4,907 | $1.42M | 0.33% | −214−4.2% | Reduced |
| Smith Thornton Advisors LLC | 4,910 | $1.42M | 0.82% | +13+0.3% | Added |
| Smart Portfolios, LLC | 4,919 | $1.43M | 1.44% | −25−0.5% | Reduced |
| Liberty Wealth Management LLC | 4,930 | $1.43M | 0.22% | +4,930 | New |
| Westhampton Capital, LLC | 4,939 | $1.43M | 0.74% | −40−0.8% | Reduced |
| Salomon & Ludwin, LLC | 4,905 | $1.43M | 0.14% | −106−2.1% | Reduced |
| New Millennium Group LLC | 4,947 | $1.43M | 0.79% | +4,359+741.3% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $1.44M | 0.54% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,971 | $1.44M | 0.30% | +500+11.2% | Added |
| McHugh Group, LLC | 4,975 | $1.44M | 0.96% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 4,980 | $1.44M | 0.45% | +6+0.1% | Added |
| Stephenson National Bank & Trust | 4,984 | $1.44M | 0.47% | −78−1.5% | Reduced |
| Willner & Heller, LLC | 4,986 | $1.45M | 1.22% | −46−0.9% | Reduced |
| Wallington Asset Management, LLC | 4,987 | $1.45M | 0.20% | +64+1.3% | Added |
| Garde Capital, Inc. | 4,992 | $1.45M | 0.08% | −35−0.7% | Reduced |
| McAdam, LLC | 4,993 | $1.45M | 0.08% | +59+1.2% | Added |
| Insight Advisors, LLC | 4,999 | $1.45M | 0.23% | +41+0.8% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 5,000 | $1.45M | 0.02% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 5,000 | $1.45M | 0.54% | 00.0% | Unchanged |
| JBF Capital, Inc. | 5,000 | $1.45M | 0.23% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 5,000 | $1.45M | 1.10% | +2,482+98.6% | Added |
| Aurora Private Wealth, Inc. | 5,001 | $1.45M | 1.07% | +99+2.0% | Added |
| Paladin Wealth, LLC | 5,010 | $1.45M | 1.13% | +21+0.4% | Added |
| Round Rock Advisors, LLC | 5,013 | $1.45M | 0.25% | +1,331+36.1% | Added |
| Activest Wealth Management | 5,021 | $1.46M | 0.35% | −102−2.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,024 | $1.46M | 0.78% | −14−0.3% | Reduced |
| Cambridge Advisors Inc. | 5,026 | $1.46M | 0.30% | −500−9.0% | Reduced |
| Truvestments Capital LLC | 5,039 | $1.46M | 0.29% | −302−5.7% | Reduced |
| Copperwynd Financial, LLC | 5,060 | $1.47M | 0.37% | +64+1.3% | Added |
| Weinberger Asset Management, Inc | 5,064 | $1.47M | 0.57% | +248+5.1% | Added |
| Richardson Financial Services Inc. | 5,060 | $1.47M | 0.99% | +135+2.7% | Added |
| Eagle Bay Advisors LLC | 5,069 | $1.47M | 1.21% | −124−2.4% | Reduced |
| Werba Rubin Papier Wealth Management | 5,078 | $1.47M | 0.28% | +586+13.0% | Added |
| Jump Financial, LLC | 5,088 | $1.48M | 0.02% | +5,088 | New |
| Viawealth, LLC | 5,090 | $1.48M | 0.87% | +108+2.2% | Added |
| Boothbay Fund Management, LLC | 5,098 | $1.48M | 0.05% | +2,306+82.6% | Added |
| Pandora Wealth, Inc. | 5,113 | $1.48M | 0.91% | −74−1.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 5,115 | $1.48M | 0.49% | +977+23.6% | Added |
| Ewa, LLC | 5,129 | $1.49M | 0.47% | +481+10.3% | Added |
| Lionsbridge Wealth Management LLC | 5,135 | $1.49M | 1.48% | −90−1.7% | Reduced |
| Sterneck Capital Management, LLC | 5,137 | $1.49M | 0.76% | −123−2.3% | Reduced |
| Guardian Asset Advisors, LLC | 5,143 | $1.49M | 0.86% | +246+5.0% | Added |
| Seeds Investor LLC | 5,144 | $1.49M | 0.35% | +263+5.4% | Added |
| Latitude Advisors, LLC | 5,148 | $1.49M | 0.75% | −50−1.0% | Reduced |
| Next Capital Management LLC | 9,644 | $1.49M | 0.55% | +6,734+231.4% | Added |
| Evergreen Wealth Solutions, LLC | 5,161 | $1.50M | 0.90% | −319−5.8% | Reduced |
| DMG Group, LLC | 5,166 | $1.50M | 1.16% | −832−13.9% | Reduced |
| Facet Wealth, Inc. | 5,060 | $1.50M | 0.03% | +1,529+43.3% | Added |
| Centerpoint Advisors, LLC | 5,178 | $1.50M | 0.51% | +32+0.6% | Added |
| Cross Staff Investments Inc | 5,179 | $1.50M | 1.12% | +10.0% | Added |
| Park Capital Management, LLC | 5,191 | $1.51M | 1.39% | −536−9.4% | Reduced |
| Portland Global Advisors LLC | 5,201 | $1.51M | 0.18% | +1,326+34.2% | Added |
| Atlas Private Wealth Advisors | 5,203 | $1.51M | 0.19% | +84+1.6% | Added |
| KilterHowling LLC | 5,215 | $1.51M | 0.90% | −15−0.3% | Reduced |
| Fortress Private Ledger, LLC | 5,223 | $1.51M | 0.69% | +97+1.9% | Added |
| Arthur M. Cohen & Associates, LLC | 5,226 | $1.52M | 0.27% | +500+10.6% | Added |
| Hofer & Associates. Inc | 5,235 | $1.52M | 0.95% | +66+1.3% | Added |
| State of Wyoming | 5,240 | $1.52M | 0.19% | −146−2.7% | Reduced |
| Horizon Wealth Management, LLC | 5,242 | $1.52M | 0.27% | −182−3.4% | Reduced |
| Severin Investments, LLC | 5,250 | $1.52M | 1.43% | −278−5.0% | Reduced |
| Canandaigua National Trust Co of Florida | 5,263 | $1.53M | 1.09% | −30−0.6% | Reduced |
| LWM Advisory Services, LLC | 5,269 | $1.53M | 1.05% | −205−3.7% | Reduced |
| Madison Wealth Partners, Inc | 5,272 | $1.53M | 0.33% | −2,187−29.3% | Reduced |
| Ami Asset Management Corp | 5,289 | $1.53M | 0.09% | −2,913−35.5% | Reduced |
| Councilmark Asset Management, LLC | 5,293 | $1.53M | 0.97% | 00.0% | Unchanged |
| Kennedy Investment Group | 5,311 | $1.54M | 0.65% | +29+0.5% | Added |
| Jacobsen Capital Management | 5,312 | $1.54M | 0.57% | +365+7.4% | Added |
| Secure Asset Management, LLC | 5,314 | $1.54M | 0.29% | +1,294+32.2% | Added |
| Lord & Richards Wealth Management, LLC | 5,315 | $1.54M | 1.61% | +346+7.0% | Added |
| BIP Wealth, LLC | 5,315 | $1.54M | 0.09% | +655+14.1% | Added |
| Costello Asset Management, INC | 5,335 | $1.55M | 0.58% | −1,141−17.6% | Reduced |
| FORM Wealth Advisors, LLC | 5,343 | $1.55M | 0.19% | +228+4.5% | Added |
| Oldfather Financial Services, LLC | 5,349 | $1.55M | 0.53% | +8+0.1% | Added |
| Gerber, LLC | 5,350 | $1.55M | 1.09% | +55+1.0% | Added |
| Hutchinson Financial Advisors, INC | 5,351 | $1.55M | 1.74% | +5,351 | New |
| MinichMacGregor Wealth Management, LLC | 5,355 | $1.55M | 0.33% | −1,086−16.9% | Reduced |
| Grant Street Asset Management, Inc. | 5,355 | $1.55M | 0.35% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,344 | $1.55M | 0.42% | +706+15.2% | Added |
| Proathlete Wealth Management LLC | 5,341 | $1.55M | 0.49% | +48+0.9% | Added |
| PKS Advisory Services, LLC | 5,365 | $1.56M | 0.38% | +149+2.9% | Added |
| STAR Financial Bank | 5,366 | $1.56M | 0.99% | −220−3.9% | Reduced |
| West Bancorporation Inc | 5,375 | $1.56M | 0.98% | −25−0.5% | Reduced |
| Plan Group Financial, LLC | 5,377 | $1.56M | 0.51% | +470+9.6% | Added |
| Legal Advantage Investments, Inc. | 5,378 | $1.56M | 0.73% | −225−4.0% | Reduced |
| Tectonic Advisors LLC | 5,387 | $1.56M | 0.09% | +88+1.7% | Added |
| Fairvoy Private Wealth, LLC | 5,389 | $1.56M | 0.39% | +676+14.3% | Added |
| Peak Retirement Planning, Inc. | 5,402 | $1.57M | 0.63% | +1,506+38.7% | Added |