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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; 5,156 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
−774.8K (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.

Institutional holdersQ2 2025: 4,752 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ2 2025: $582.4B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2025.

Institutions holding JPM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Horrell Capital Management, Inc.547$158.6K0.06%00.0%Unchanged
Walleye Capital LLC556$161.2K0.00%−12,213−95.6%Reduced
West Financial Advisors, LLC566$164.1K0.03%00.0%Unchanged
Acima Private Wealth, LLC569$165.0K0.06%00.0%Unchanged
Sherman Asset Management, Inc.570$165.2K0.15%00.0%Unchanged
Tobam573$166.0K0.06%+573New
Standard Family Office LLC576$167.0K0.20%00.0%Unchanged
Sarver Vrooman Wealth Advisors580$168.1K0.11%−97−14.3%Reduced
Kiker Wealth Management, LLC585$169.6K0.10%−418−41.7%Reduced
Essential Partners LLC590$171.1K0.07%+590New
Financial Network Wealth Advisors LLC591$171.3K0.21%00.0%Unchanged
Marshall & Sullivan Inc599$173.7K0.08%+599New
Carderock Capital Management Inc600$173.9K0.04%+600New
Howard Hughes Medical Institute605$175.4K0.07%+605New
Cooksen Wealth, LLC608$176.3K0.14%−35−5.4%Reduced
Creative Capital Management Investments LLC609$176.6K0.06%+11+1.8%Added
Mendota Financial Group, LLC631$182.9K0.17%−8−1.3%Reduced
Signature Resources Capital Management, LLC631$183.0K0.11%+157+33.1%Added
DecisionPoint Financial, LLC634$184.1K0.05%+24+3.9%Added
Evolution Advisers, Inc.651$188.0K0.09%00.0%Unchanged
Basso Capital Management, L.P.654$189.6K0.14%00.0%Unchanged
WealthTrak Capital Management LLC666$193.1K0.16%+72+12.1%Added
Valued Wealth Advisors LLC678$196.7K0.10%−75−10.0%Reduced
Beta Wealth Group, Inc.692$200.5K0.07%−227−24.7%Reduced
Global View Capital Management LLC692$200.6K0.06%+692New
Asset Allocation & Management Company, LLC695$201.0K0.09%+695New
Colorado Capital Management, Inc.693$201.0K0.09%+693New
Peak Financial Advisors LLC695$201.5K0.10%+695New
Marex Group plc698$202.4K0.00%−26,962−97.5%Reduced
Penney Financial, LLC698$202.4K0.10%+698New
Planning Directions Inc698$202.4K0.11%−862−55.3%Reduced
Forte Asset Management LLC700$202.9K0.10%+700New
V2 Financial group LLC700$202.9K0.12%+700New
Michels Family Financial, LLC700$203.0K0.17%+700New
Pettinga Financial Advisors, LLC703$203.8K0.04%+703New
Traub Capital Management LLC703$203.9K0.19%+703New
Stuart Chaussee & Associates, Inc.704$204.0K0.05%+200+39.7%Added
SRN Advisors, LLC704$204.1K0.19%−3,126−81.6%Reduced
Penserra Capital Management LLC708$205.0K0.00%+480+210.5%Added
Cornerstone Wealth Advisors, Inc.707$205.1K0.05%+707New
Evelyn Partners Asset Management Ltd709$205.5K0.05%00.0%Unchanged
Navigoe, LLC711$206.0K0.16%00.0%Unchanged
Seneca Financial Advisors LLC713$206.7K0.08%+713New
Bay Harbor Wealth Management, LLC714$206.9K0.06%+132+22.7%Added
Accretive Wealth Partners, LLC714$207.0K0.07%+714New
Mason & Associates, LLC715$207.3K0.05%+715New
PCG Wealth Advisors, LLC715$207.4K0.11%−209−22.6%Reduced
Renaissance Investment Group LLC716$207.6K0.05%+716New
Opes Wealth Management LLC717$207.8K0.04%−423−37.1%Reduced
Semitam Bonam LLC717$207.9K0.20%+717New
Briaud Financial Planning, Inc719$208.0K0.08%+15+2.1%Added
Sage Advisors, LLC719$208.5K0.15%+719New
Gray Private Wealth, LLC721$209.0K0.11%+721New
WPG Advisers, LLC721$209.0K0.18%−28−3.7%Reduced
Miller Financial Services LLC723$209.5K0.27%+723New
Tidemark, LLC723$209.5K0.07%+12+1.7%Added
REDW Wealth LLC723$209.6K0.08%+723New
Confluence Investment Management LLC725$210.2K0.00%−124−14.6%Reduced
Wingate Wealth Advisors, Inc.726$210.5K0.19%+726New
Luminvest Wealth Management LLC728$210.8K0.08%+728New
Opulen Financial Group LLC730$211.7K0.17%+730New
Crestmont Private Wealth LLC732$212.2K0.08%+732New
Unique Wealth, LLC733$212.5K0.03%+733New
WFA Asset Management Corp1,053$212.9K0.12%−163−13.4%Reduced
Tme Financial, Inc.737$213.7K0.17%+737New
Rahlfs Capital, LLC738$214.0K0.20%−100−11.9%Reduced
Franklin, Parlapiano, Turner & Welch, LLC741$214.8K0.06%+741New
Synergy Investment Management, LLC743$215.3K0.13%+1+0.1%Added
Avos Capital Management, LLC743$215.4K0.12%+743New
High Probability Advisors, LLC743$215.4K0.03%+743New
Running Point Capital Advisors, LLC746$216.3K0.06%+746New
SK Wealth Management, LLC764$216.4K0.09%+764New
Wealthcare Capital Management LLC749$217.1K0.02%−604−44.6%Reduced
Clark Estates Inc750$217.4K0.05%+750New
Capital Investment Services of America, Inc.751$217.7K0.02%−76−9.2%Reduced
Independence Financial Advisors, LLC756$219.3K0.09%+756New
Northeast Planning Associates, Inc.764$221.5K0.20%+764New
Optima Capital LLC764$221.6K0.12%+764New
Promus Capital, LLC767$222.4K0.14%+2+0.3%Added
David J Yvars Group768$222.7K0.13%+768New
Note Advisors, LLC771$223.5K0.15%+771New
Teramo Advisors, LLC772$223.8K0.08%+772New
Elite Wealth Management, Inc.773$224.1K0.07%+773New
Fortress Financial Solutions, LLC779$225.7K0.28%+779New
Sightline Wealth Advisors, LLC779$225.8K0.11%+779New
PVG Asset Management Corp780$226.1K0.77%+780New
North Berkeley Wealth Management, LLC781$226.4K0.21%+781New
Wellington Capital Management, Inc.784$227.0K0.34%+784New
Ofc Financial Planning, LLC788$228.4K0.24%+788New
Legacy Solutions, LLC789$228.7K0.22%+789New
Spectrum Wealth Advisory Group, LLC791$229.4K0.11%+791New
Vermillion Wealth Management, Inc.794$230.3K0.11%+2+0.3%Added
Elefante Mark B797$231.1K0.17%+797New
Sentinel Pension Advisors Inc798$231.3K0.04%+798New
Schaeffer Financial LLC798$231.3K0.23%+798New
One Wealth Capital Management, LLC799$231.6K0.11%+799New
1 North Wealth Services LLC800$231.9K0.09%00.0%Unchanged
RiverTree Advisors, LLC800$231.9K0.16%+800New
Corps Capital Advisors, LLC801$232.2K0.37%+801New
Tran Capital Management, L.P.801$232.3K0.03%+801New