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; 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Allegiance Financial Group Advisory Services LLC | 960 | $278.4K | 0.07% | −772−44.6% | Reduced |
| Equita Financial Network, Inc. | 962 | $278.9K | 0.11% | −783−44.9% | Reduced |
| Kropog Financial Group, LLC | 962 | $279.0K | 0.24% | −2−0.2% | Reduced |
| Next Level Wealth Planning, LLC | 963 | $279.1K | 0.18% | +1+0.1% | Added |
| Blue Zone Wealth Advisors, LLC | 963 | $279.2K | 0.07% | +963 | New |
| Aurdan Capital Management, LLC | 964 | $279.6K | 0.10% | +50+5.5% | Added |
| Innovative Wealth Building LLC | 965 | $279.7K | 0.23% | +22+2.3% | Added |
| Stonebridge Wealth Management, LLC | 971 | $281.6K | 0.27% | +971 | New |
| Vestia Personal Wealth Advisors | 972 | $281.8K | 0.19% | +63+6.9% | Added |
| Front Street Capital Management, Inc. | 974 | $282.0K | 0.05% | −11−1.1% | Reduced |
| Balanced Wealth Group LLC | 952 | $282.1K | 0.12% | +952 | New |
| Fusion Family Wealth LLC | 973 | $282.2K | 0.02% | +1+0.1% | Added |
| Sims Investment Management, LLC | 975 | $282.7K | 0.11% | −8−0.8% | Reduced |
| GEM Asset Management, LLC | 970 | $283.2K | 0.15% | +64+7.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 978 | $283.5K | 0.15% | +38+4.0% | Added |
| Dale Q Rice Investment Management Ltd | 993 | $283.8K | 0.24% | −1,075−52.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 980 | $284.1K | 0.11% | +758+341.4% | Added |
| Boston Common Asset Management, LLC | 984 | $285.3K | 0.01% | 00.0% | Unchanged |
| Novus Advisors, LLC | 985 | $285.7K | 0.44% | −101−9.3% | Reduced |
| WealthCollab, LLC | 986 | $285.9K | 0.16% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 987 | $286.0K | 0.15% | +1+0.1% | Added |
| Kaufman Rossin Wealth, LLC | 988 | $286.4K | 0.18% | +79+8.7% | Added |
| AAFCPAs Wealth Management, LLC | 989 | $286.8K | 0.13% | −79−7.4% | Reduced |
| Eastover Investment Advisors LLC | 993 | $287.9K | 0.13% | +158+18.9% | Added |
| McGrath & Associates, Inc. | 996 | $288.8K | 0.47% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 996 | $288.9K | 0.12% | +4+0.4% | Added |
| Aspiring Ventures, LLC | 998 | $289.4K | 0.13% | −7−0.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 1,000 | $289.9K | 0.05% | −100−9.1% | Reduced |
| Gruss & Co., LLC | 1,000 | $289.9K | 1.35% | −1,000−50.0% | Reduced |
| Cumberland Advisors Inc | 1,000 | $289.9K | 0.12% | −367−26.8% | Reduced |
| Brandywine Trust Co | 1,000 | $289.9K | 0.04% | 00.0% | Unchanged |
| SWP Financial LLC | 1,007 | $291.9K | 0.16% | 00.0% | Unchanged |
| Kure Advisory, LLC | 1,008 | $292.2K | 0.19% | −7−0.7% | Reduced |
| Sterling Manor Financial, LLC | 1,010 | $292.8K | 0.20% | +20+2.0% | Added |
| Financial Guidance Group, Inc. | 1,011 | $293.1K | 0.14% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 1,011 | $293.1K | 0.14% | +11+1.1% | Added |
| MAS Advisors LLC | 1,013 | $293.6K | 0.48% | +1+0.1% | Added |
| City Center Advisors, LLC | 1,015 | $294.3K | 0.32% | +138+15.7% | Added |
| WorthPointe, LLC | 1,017 | $294.8K | 0.12% | −418−29.1% | Reduced |
| Davidson Kahn Capital Management, LLC | 1,017 | $294.8K | 0.19% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,024 | $296.9K | 0.07% | −53−4.9% | Reduced |
| Avion Wealth | 1,027 | $297.0K | 0.07% | −283−21.6% | Reduced |
| Annandale Capital, LLC | 1,026 | $297.0K | 0.05% | 00.0% | Unchanged |
| Advisory Resource Group | 1,026 | $297.4K | 0.06% | −67−6.1% | Reduced |
| Petra Financial Advisors Inc | 1,029 | $298.3K | 0.19% | −11−1.1% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,030 | $298.5K | 0.19% | +1,030 | New |
| Dash Acquisitions Inc. | 1,015 | $301.3K | 0.06% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,040 | $301.5K | 0.19% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,042 | $302.1K | 0.13% | −84−7.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 1,042 | $302.1K | 0.06% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,045 | $302.9K | 0.06% | −268−20.4% | Reduced |
| SFM, LLC | 1,045 | $303.0K | 0.19% | +73+7.5% | Added |
| Conservest Capital Advisors, Inc. | 1,045 | $303.0K | 0.03% | +112+12.0% | Added |
| Mountain Capital Investment Advisors, Inc | 1,043 | $303.0K | 0.06% | −57−5.2% | Reduced |
| Pacific Sage Partners, LLC | 1,047 | $303.6K | 0.06% | +28+2.7% | Added |
| PFS Partners, LLC | 1,050 | $304.4K | 0.15% | +95+9.9% | Added |
| WFA of San Diego, LLC | 1,050 | $304.4K | 0.22% | +1,050 | New |
| Brueske Advisory Services, LLC | 1,051 | $304.7K | 0.21% | +11+1.1% | Added |
| ORBA Wealth Advisors, L.L.C. | 1,053 | $305.3K | 0.28% | −6,488−86.0% | Reduced |
| Howard Bailey Securities, LLC | 1,053 | $305.3K | 0.09% | −406−27.8% | Reduced |
| Comprehensive Financial Management LLC | 1,053 | $305.3K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,057 | $306.4K | 0.05% | −26−2.4% | Reduced |
| Pinney & Scofield, Inc. | 1,059 | $307.0K | 0.21% | +49+4.9% | Added |
| LPWM LLC | 1,060 | $307.3K | 0.09% | 00.0% | Unchanged |
| Pachira Investments Inc. | 1,060 | $307.4K | 0.23% | +208+24.4% | Added |
| Lesa Sroufe & Co | 1,061 | $308.0K | 0.28% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,063 | $308.2K | 0.19% | −21−1.9% | Reduced |
| Parkside Advisors LLC | 1,064 | $308.5K | 0.07% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,065 | $308.8K | 0.22% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,065 | $308.8K | 0.11% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,068 | $309.5K | 0.21% | +5+0.5% | Added |
| Epiq Partners, LLC | 1,068 | $309.6K | 0.16% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,069 | $309.8K | 0.14% | +1,069 | New |
| Signal Tree Financial Partners LLC | 1,073 | $311.1K | 0.27% | −33−3.0% | Reduced |
| Capstone Capital Wealth Advisors | 1,073 | $311.1K | 0.23% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,076 | $311.9K | 0.10% | +6+0.6% | Added |
| Demars Financial Group, LLC | 1,078 | $312.5K | 0.12% | +1,078 | New |
| VanderPol Investments L.L.C. | 1,079 | $312.8K | 0.66% | −42−3.7% | Reduced |
| Skyline Advisors, Inc. | 1,086 | $314.8K | 0.12% | −28−2.5% | Reduced |
| LifeGoal Wealth Advisors | 1,088 | $315.4K | 0.30% | +1,088 | New |
| RFG Holdings, Inc. | 1,089 | $315.8K | 0.09% | +129+13.4% | Added |
| New England Research & Management, Inc. | 1,089 | $316.0K | 0.15% | +24+2.3% | Added |
| Iron Horse Wealth Management, LLC | 1,091 | $316.2K | 0.09% | −175−13.8% | Reduced |
| McClarren Financial Advisors, Inc. | 1,091 | $316.2K | 0.21% | −63−5.5% | Reduced |
| Parkshore Wealth Management, Inc. | 1,091 | $316.3K | 0.15% | 00.0% | Unchanged |
| Stack Financial Management, Inc | 1,091 | $316.4K | 0.03% | 00.0% | Unchanged |
| MA Private Wealth | 1,093 | $316.9K | 0.06% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,093 | $316.9K | 0.03% | +421+62.6% | Added |
| Whitcomb & Hess, Inc. | 1,094 | $317.3K | 0.09% | −196−15.2% | Reduced |
| MBB Public Markets I LLC | 1,096 | $317.7K | 0.04% | −245−18.3% | Reduced |
| Zevin Asset Management LLC | 1,097 | $318.0K | 0.05% | +47+4.5% | Added |
| TPG Financial Advisors, LLC | 1,100 | $318.9K | 0.13% | −1−0.1% | Reduced |
| East Coast Asset Management, LLC. | 1,100 | $318.9K | 0.11% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 1,103 | $319.7K | 0.15% | +122+12.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,104 | $320.1K | 0.05% | 00.0% | Unchanged |
| Astra Wealth Partners LLC | 1,106 | $320.6K | 0.26% | +152+15.9% | Added |
| Warner Financial, Inc | 1,106 | $321.0K | 0.13% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 1,107 | $321.0K | 0.24% | +2+0.2% | Added |
| Eagle Capital Management LLC | 1,109 | $321.5K | 0.00% | −320−22.4% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,110 | $322.4K | 0.21% | 00.0% | Unchanged |