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 |
|---|---|---|---|---|---|
| Legacy Financial Strategies, LLC | 5,416 | $1.57M | 0.31% | +1,957+56.6% | Added |
| Meridian Wealth Partners, LLC | 5,417 | $1.57M | 0.23% | +2,229+69.9% | Added |
| Eagle Strategies LLC | 5,425 | $1.57M | 0.24% | −35−0.6% | Reduced |
| Delphi Management Inc | 5,426 | $1.57M | 1.52% | −283−5.0% | Reduced |
| Cravens & Co Advisors, LLC | 5,431 | $1.57M | 1.17% | +20.0% | Added |
| Abel Hall, LLC | 5,435 | $1.58M | 0.73% | +1,551+39.9% | Added |
| Centurion Wealth Management LLC | 5,437 | $1.58M | 0.45% | −55−1.0% | Reduced |
| Sage Investment Counsel LLC | 5,452 | $1.58M | 1.83% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 5,456 | $1.58M | 1.35% | −82−1.5% | Reduced |
| PUREfi Wealth, LLC | 5,472 | $1.59M | 1.27% | +638+13.2% | Added |
| Allstate Corp | 5,476 | $1.59M | 0.11% | −93,884−94.5% | Reduced |
| O'Neil Global Advisors, Inc. | 5,484 | $1.59M | 0.37% | +5,484 | New |
| Cassia Capital Partners, LLC | 5,487 | $1.59M | 0.96% | +10+0.2% | Added |
| Lodestar Private Asset Management LLC | 5,489 | $1.59M | 0.18% | +10.0% | Added |
| First National Bank | 5,492 | $1.59M | 0.91% | +402+7.9% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,498 | $1.59M | 1.35% | +5,498 | New |
| Clarus Group, Inc. | 5,506 | $1.60M | 0.59% | −82−1.5% | Reduced |
| Clifford Group, LLC | 5,512 | $1.60M | 1.31% | −225−3.9% | Reduced |
| Cardiff Park Advisors, LLC | 5,513 | $1.60M | 0.14% | +4+0.1% | Added |
| Baring Financial LLC | 5,514 | $1.60M | 1.19% | −42−0.8% | Reduced |
| Financial Partners Group, Inc | 5,518 | $1.60M | 0.22% | +69+1.3% | Added |
| Private Wealth Advisors | 5,519 | $1.60M | 0.63% | +9+0.2% | Added |
| Novak & Powell Financial Services, Inc. | 5,520 | $1.60M | 1.11% | −280−4.8% | Reduced |
| May Hill Capital, LLC | 5,530 | $1.60M | 0.53% | +370+7.2% | Added |
| All Terrain Financial Advisors, LLC | 5,536 | $1.60M | 0.58% | +11+0.2% | Added |
| Northstar Group, Inc. | 5,538 | $1.61M | 0.25% | +136+2.5% | Added |
| Castlekeep Investment Advisors LLC | 5,544 | $1.61M | 0.79% | +840+17.9% | Added |
| Lebenthal Global Advisors, LLC | 5,549 | $1.61M | 0.30% | −6,301−53.2% | Reduced |
| Oliver Luxxe Assets LLC | 5,550 | $1.61M | 0.29% | +139+2.6% | Added |
| Burt Wealth Advisors | 5,551 | $1.61M | 0.37% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 5,553 | $1.61M | 0.81% | +664+13.6% | Added |
| Yoffe Investment Management, LLC | 5,555 | $1.61M | 2.20% | +7+0.1% | Added |
| Financial Council Asset Management Inc | 5,556 | $1.61M | 0.78% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5,559 | $1.61M | 0.28% | +1,690+43.7% | Added |
| Wilkins Miller Wealth Management, LLC | 5,566 | $1.61M | 1.10% | −168−2.9% | Reduced |
| Horan Securities, Inc. | 5,567 | $1.61M | 0.57% | +735+15.2% | Added |
| Manske Wealth Management | 5,574 | $1.62M | 0.53% | +204+3.8% | Added |
| Almanack Investment Partners, LLC. | 5,592 | $1.62M | 0.26% | +563+11.2% | Added |
| Quest Partners LLC | 5,595 | $1.62M | 0.16% | −38−0.7% | Reduced |
| Ameriflex Group, Inc. | 5,620 | $1.62M | 0.85% | −1,879−25.1% | Reduced |
| Colton Groome Financial Advisors, LLC | 5,603 | $1.62M | 0.55% | +107+1.9% | Added |
| Silvia McColl Wealth Management, LLC | 5,608 | $1.63M | 1.18% | −80−1.4% | Reduced |
| Gateway Wealth Partners, LLC | 5,618 | $1.63M | 0.31% | +285+5.3% | Added |
| Capstone Triton Financial Group, LLC | 5,621 | $1.63M | 1.18% | +5,621 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,622 | $1.63M | 0.11% | +746+15.3% | Added |
| Up Strategic Wealth Investment Advisors LLC | 5,634 | $1.63M | 1.27% | +726+14.8% | Added |
| Womack Financial LLC | 5,634 | $1.63M | 1.36% | −470−7.7% | Reduced |
| Impact Partnership Wealth, LLC | 5,636 | $1.63M | 0.30% | +5,636 | New |
| Brave Warrior Advisors, LLC | 5,643 | $1.64M | 0.04% | 00.0% | Unchanged |
| Barings LLC | 5,643 | $1.64M | 0.04% | +4,132+273.5% | Added |
| Carrera Capital Advisors | 5,648 | $1.64M | 0.33% | −183−3.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 5,653 | $1.64M | 0.47% | +61+1.1% | Added |
| Sendero Wealth Management, LLC | 5,659 | $1.64M | 0.20% | +57+1.0% | Added |
| Evanson Asset Management, LLC | 5,661 | $1.64M | 0.11% | +1,259+28.6% | Added |
| Hall Laurie J Trustee | 5,665 | $1.64M | 0.54% | −25−0.4% | Reduced |
| RMR Capital Management, LLC | 5,677 | $1.65M | 1.18% | −3,002−34.6% | Reduced |
| WealthTrust Axiom LLC | 5,680 | $1.65M | 0.48% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,691 | $1.65M | 0.56% | +375+7.1% | Added |
| Philip James Wealth Mangement, LLC | 5,697 | $1.65M | 0.21% | −408−6.7% | Reduced |
| Gould Asset Management LLC | 5,701 | $1.65M | 0.32% | −304−5.1% | Reduced |
| Rosenberg Matthew Hamilton | 5,714 | $1.66M | 0.39% | −227−3.8% | Reduced |
| BXM Wealth LLC | 5,731 | $1.66M | 1.97% | −214−3.6% | Reduced |
| Black Swift Group, LLC | 5,740 | $1.66M | 0.34% | −19−0.3% | Reduced |
| McDaniel Terry & Co | 5,745 | $1.67M | 0.14% | −421−6.8% | Reduced |
| Unified Investment Management | 5,748 | $1.67M | 1.79% | +203+3.7% | Added |
| Rainier Family Wealth Inc | 5,762 | $1.67M | 1.67% | −193−3.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,770 | $1.67M | 0.52% | +47+0.8% | Added |
| Sulzberger Capital Advisors, Inc. | 5,772 | $1.67M | 1.96% | −262−4.3% | Reduced |
| Petros Family Wealth, LLC | 5,772 | $1.67M | 1.53% | +294+5.4% | Added |
| Shakespeare Wealth Management, Inc. | 5,775 | $1.67M | 0.45% | −54−0.9% | Reduced |
| Fidelity D & D Bancorp Inc | 5,780 | $1.68M | 1.03% | −600−9.4% | Reduced |
| Aspire Private Capital, LLC | 5,785 | $1.68M | 0.39% | +1,009+21.1% | Added |
| Cascade Investment Group, Inc. | 5,787 | $1.68M | 1.17% | +294+5.4% | Added |
| Moller Financial Services | 5,793 | $1.68M | 0.37% | −183−3.1% | Reduced |
| Nadler Financial Group, Inc. | 5,796 | $1.68M | 0.17% | −64−1.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,804 | $1.68M | 0.00% | +916+18.7% | Added |
| Fairview Capital Investment Management, LLC | 5,814 | $1.69M | 0.09% | −245−4.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,824 | $1.69M | 0.48% | −273−4.5% | Reduced |
| Capital Investment Counsel, Inc | 5,833 | $1.69M | 0.22% | +29+0.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 5,840 | $1.69M | 1.13% | +74+1.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,850 | $1.70M | 0.88% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 5,860 | $1.70M | 0.31% | +360+6.5% | Added |
| Dogwood Wealth Management LLC | 6,027 | $1.70M | 0.83% | +142+2.4% | Added |
| Bridgewealth Advisory Group, LLC | 5,879 | $1.70M | 0.43% | +5,879 | New |
| New Covenant Trust Company, N.A. | 5,949 | $1.71M | 1.53% | −56−0.9% | Reduced |
| Carr Financial Group Corp | 5,901 | $1.71M | 0.50% | −156−2.6% | Reduced |
| Hurley Capital, LLC | 5,936 | $1.72M | 1.21% | −70−1.2% | Reduced |
| Windsor Advisory Group, LLC | 5,938 | $1.72M | 2.44% | −1,362−18.7% | Reduced |
| Greatmark Investment Partners, Inc. | 5,942 | $1.72M | 0.22% | 00.0% | Unchanged |
| Alpha Family Trust | 5,950 | $1.72M | 0.85% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 5,960 | $1.73M | 5.60% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 5,979 | $1.73M | 0.81% | +86+1.5% | Added |
| Olistico Wealth, LLC | 5,987 | $1.74M | 0.96% | +600+11.1% | Added |
| Sandbox Financial Partners, LLC | 5,994 | $1.74M | 0.55% | +48+0.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,000 | $1.74M | 0.07% | +300+5.3% | Added |
| Hennessy Advisors Inc | 6,000 | $1.74M | 0.06% | +500+9.1% | Added |
| Mfg Wealth Management, Inc. | 6,000 | $1.74M | 1.47% | +6,000 | New |
| Fjell Capital, LLC | 6,003 | $1.74M | 1.61% | +70+1.2% | Added |
| ARK & TLK Investments, LLC | 6,005 | $1.74M | 0.56% | −305−4.8% | Reduced |
| Investment Partners Asset Management, Inc. | 6,009 | $1.74M | 1.21% | +367+6.5% | Added |