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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| PACK Private Wealth, LLC | 803 | $232.8K | 0.12% | +803 | New |
| Schwallier Wealth Management LLC | 804 | $233.1K | 0.14% | +804 | New |
| Cobblestone Asset Management LLC | 804 | $233.2K | 0.12% | +804 | New |
| eCIO, Inc. | 809 | $234.5K | 0.10% | −5−0.6% | Reduced |
| Brickley Wealth Management | 811 | $235.1K | 0.05% | +811 | New |
| Archvest Wealth Advisors, Inc. | 812 | $235.3K | 0.21% | +812 | New |
| New Harbor Financial Group, LLC | 815 | $236.3K | 0.05% | +815 | New |
| Baron Financial Group, LLC | 815 | $236.3K | 0.14% | +815 | New |
| Founders Capital Management, LLC | 817 | $236.9K | 0.04% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 817 | $237.0K | 0.11% | +3+0.4% | Added |
| Littlejohn Financial Services, Inc. | 820 | $237.7K | 0.18% | +820 | New |
| Sequent Planning LLC | 821 | $238.3K | 0.08% | +821 | New |
| Milestone Asset Management Group, LLC | 823 | $238.6K | 0.18% | −26−3.1% | Reduced |
| Campbell Deegan Wealth Management, LLC | 824 | $238.8K | 0.24% | +4+0.5% | Added |
| Jacksonville Wealth Management, LLC | 827 | $239.8K | 0.19% | +827 | New |
| Millington Financial Advisors, LLC | 809 | $240.0K | 0.12% | +809 | New |
| Bonfire Financial | 829 | $240.5K | 0.20% | +1+0.1% | Added |
| Cardinal Capital Management, Inc. | 830 | $240.6K | 0.01% | −25−2.9% | Reduced |
| Alamar Capital Management, LLC | 830 | $240.6K | 0.13% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 831 | $240.9K | 0.07% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 831 | $241.0K | 0.06% | 00.0% | Unchanged |
| BCU Wealth Advisors, LLC | 833 | $241.5K | 0.11% | +4+0.5% | Added |
| Lifelong Wealth Advisors, Inc. | 837 | $242.7K | 0.08% | +837 | New |
| Ball & Co Wealth Management Inc. | 840 | $243.0K | 0.26% | +5+0.6% | Added |
| New Jersey Better Educational Savings Trust | 847 | $245.6K | 0.63% | −2,170−71.9% | Reduced |
| Fortis Advisors, LLC | 849 | $246.1K | 0.16% | −389−31.4% | Reduced |
| Andina Capital Management, LLC | 849 | $246.1K | 0.17% | +849 | New |
| Hapanowicz & Associates Financial Services, Inc | 850 | $246.4K | 0.12% | 00.0% | Unchanged |
| Puzo Michael J | 850 | $246.4K | 0.07% | 00.0% | Unchanged |
| Phocas Financial Corp. | 851 | $246.7K | 0.04% | 00.0% | Unchanged |
| Treasure Coast Financial Planning | 853 | $247.3K | 0.14% | −97−10.2% | Reduced |
| Auour Investments LLC | 854 | $247.6K | 0.09% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 855 | $247.9K | 0.10% | +180+26.7% | Added |
| Barnes Wealth Management Group, Inc | 858 | $248.7K | 0.15% | −46−5.1% | Reduced |
| Lummis Asset Management, LP | 858 | $248.7K | 0.16% | 00.0% | Unchanged |
| David Kennon Inc | 861 | $249.6K | 0.09% | −50−5.5% | Reduced |
| JFG Wealth Management, LLC | 861 | $249.7K | 0.05% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 863 | $250.2K | 0.17% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 865 | $250.8K | 0.21% | +32+3.8% | Added |
| ETF Store, Inc. | 867 | $251.4K | 0.29% | +17+2.0% | Added |
| Financial Life Planners | 871 | $252.5K | 0.21% | +77+9.7% | Added |
| HFG Advisors, Inc. | 871 | $252.5K | 0.20% | +871 | New |
| Mullaney, Keating & Wright, Inc. | 882 | $255.7K | 0.17% | −1−0.1% | Reduced |
| Newport Capital Group, LLC | 882 | $255.7K | 0.17% | +882 | New |
| Capital Planning LLC | 883 | $256.0K | 0.08% | −1,143−56.4% | Reduced |
| Integras Partners LLC | 883 | $256.1K | 0.26% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 884 | $256.3K | 0.06% | −50−5.4% | Reduced |
| Dahring | Cusmano LLC | 888 | $257.3K | 0.20% | +4+0.5% | Added |
| Graney & King, LLC | 894 | $259.1K | 0.17% | +62+7.5% | Added |
| Chase Investment Counsel Corp | 897 | $260.0K | 0.08% | −60−6.3% | Reduced |
| Headland Capital, LLC | 899 | $260.6K | 0.08% | +77+9.4% | Added |
| Garrison Bradford & Associates Inc | 900 | $260.9K | 0.29% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,277 | $261.0K | 0.03% | −150,492−99.2% | Reduced |
| Trust Co of Kansas | 899 | $261.0K | 0.12% | 00.0% | Unchanged |
| GFG Capital, LLC | 902 | $261.4K | 0.08% | −2,697−74.9% | Reduced |
| Gator Capital Management, LLC | 905 | $262.4K | 0.08% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 906 | $262.7K | 0.15% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 908 | $263.2K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 909 | $263.5K | 0.17% | +53+6.2% | Added |
| Rochester Wealth Strategies, LLC | 909 | $263.5K | 0.19% | +909 | New |
| Hoya Capital Real Estate, LLC | 910 | $263.8K | 5.01% | 00.0% | Unchanged |
| Attessa Capital LLC | 910 | $263.8K | 0.17% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 911 | $264.1K | 0.11% | −157−14.7% | Reduced |
| Ameraudi Asset Management, Inc. | 912 | $264.4K | 0.14% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 914 | $265.0K | 0.26% | +130+16.6% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 916 | $265.4K | 0.15% | +20+2.2% | Added |
| WealthCare Investment Partners, LLC | 897 | $265.5K | 0.10% | −19−2.1% | Reduced |
| Comprehensive Money Management Services LLC | 917 | $265.8K | 0.20% | −42−4.4% | Reduced |
| Family Wealth Group, LLC | 921 | $266.9K | 0.20% | +921 | New |
| Ferguson Shapiro LLC | 923 | $267.5K | 0.09% | −13−1.4% | Reduced |
| Elevate Wealth Advisory, Inc | 923 | $267.5K | 0.19% | +78+9.2% | Added |
| AdviceOne Advisory Services, LLC | 924 | $267.9K | 0.20% | 00.0% | Unchanged |
| Sander Capital Advisors Inc | 925 | $268.0K | 0.12% | 00.0% | Unchanged |
| PMG Wealth Management, Inc. | 925 | $268.2K | 0.22% | +925 | New |
| Midwest Financial Group LLC | 926 | $268.4K | 0.14% | +4+0.4% | Added |
| Rock Point Advisors, LLC | 926 | $268.5K | 0.08% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 921 | $268.5K | 0.10% | +921 | New |
| Rialto Wealth Management, LLC | 929 | $269.4K | 0.08% | +35+3.9% | Added |
| Synergy Financial Management, LLC | 931 | $269.9K | 0.03% | +931 | New |
| Vawter Financial, Ltd. | 931 | $270.0K | 3.05% | −3,040−76.6% | Reduced |
| Tandem Investment Advisors, Inc. | 934 | $271.0K | 0.01% | −288−23.6% | Reduced |
| Corepath Wealth Partners LLC | 919 | $271.9K | 0.23% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1,168 | $271.9K | 0.16% | +193+19.8% | Added |
| Unconventional Investor, LLC | 940 | $272.5K | 0.15% | −56−5.6% | Reduced |
| Cloud Capital Management, LLC | 928 | $273.0K | 0.17% | +408+78.5% | Added |
| Austin Asset Management Co Inc | 945 | $274.0K | 0.05% | −140−12.9% | Reduced |
| Synergy Financial Group, LTD | 946 | $274.3K | 0.20% | +15+1.6% | Added |
| Magnolia Wealth Management, LLC | 949 | $275.1K | 0.18% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 950 | $275.4K | 0.21% | −12−1.2% | Reduced |
| Noble Family Wealth, LLC | 950 | $275.4K | 0.07% | 00.0% | Unchanged |
| Carroll Investors, Inc | 956 | $275.5K | 0.15% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 952 | $276.2K | 0.13% | +952 | New |
| Check Capital Management Inc | 953 | $276.3K | 0.02% | +1+0.1% | Added |
| Daner Wealth Management, LLC | 945 | $276.7K | 0.19% | +945 | New |
| Timber Creek Capital Management LLC | 950 | $276.8K | 0.07% | 00.0% | Unchanged |
| Theory Financial LLC | 935 | $277.0K | 0.11% | +10+1.1% | Added |
| Coston, McIsaac & Partners | 955 | $277.0K | 0.07% | −283−22.9% | Reduced |
| Avant Capital LLC | 957 | $277.4K | 0.22% | +5+0.5% | Added |
| Macroview Investment Management LLC | 958 | $277.7K | 0.23% | −38−3.8% | Reduced |
| Prairie Wealth Advisors, Inc. | 960 | $278.3K | 0.12% | −207−17.7% | Reduced |