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 |
|---|---|---|---|---|---|
| Hilltop Wealth Advisors, LLC | 1,112 | $322.5K | 0.18% | −74−6.2% | Reduced |
| Jim Saulnier & Associates, LLC | 1,114 | $322.8K | 0.22% | +2+0.2% | Added |
| Stonehearth Capital Management, LLC | 1,114 | $323.0K | 0.13% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 1,113 | $323.0K | 0.12% | −114−9.3% | Reduced |
| Retireful, LLC | 1,115 | $323.3K | 0.22% | −163−12.8% | Reduced |
| Auxier Asset Management | 1,115 | $323.3K | 0.05% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,117 | $323.8K | 0.15% | +100+9.8% | Added |
| Orgel Wealth Management, LLC | 1,126 | $326.4K | 0.01% | +11+1.0% | Added |
| Ironsides Asset Advisors, LLC | 1,126 | $326.6K | 0.09% | +95+9.2% | Added |
| Claris Advisors, LLC | 1,129 | $327.2K | 0.11% | −1,311−53.7% | Reduced |
| Landing Point Financial Group, LLC | 1,133 | $328.4K | 0.21% | +45+4.1% | Added |
| Caerus Investment Advisors, LLC | 1,133 | $328.5K | 0.31% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 1,110 | $328.6K | 0.14% | +42+3.9% | Added |
| Disciplined Investments, LLC | 1,135 | $329.0K | 0.14% | −38−3.2% | Reduced |
| Human Investing LLC | 1,139 | $330.2K | 0.05% | +3+0.3% | Added |
| JDH Wealth Management, LLC | 1,141 | $330.8K | 0.25% | +12+1.1% | Added |
| Rinkey Investments | 1,144 | $331.5K | 0.10% | +1,144 | New |
| Paul Damon & Associates, Inc. | 1,146 | $332.2K | 0.17% | −91−7.4% | Reduced |
| Western Pacific Wealth Management, LP | 1,146 | $332.3K | 0.32% | −170−12.9% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,147 | $332.7K | 0.11% | 00.0% | Unchanged |
| Saudi Central Bank | 1,150 | $333.4K | 0.01% | +42+3.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,157 | $334.4K | 0.23% | −11−0.9% | Reduced |
| Significant Wealth Partners LLC | 1,154 | $334.5K | 0.16% | −10−0.9% | Reduced |
| MTM Financial Group, LLC | 1,157 | $335.4K | 0.18% | 00.0% | Unchanged |
| Wrenne Financial Planning LLC | 1,159 | $336.0K | 0.16% | −38−3.2% | Reduced |
| Sageworth Trust Co of South Dakota | 1,160 | $336.3K | 0.36% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 1,161 | $336.7K | 0.08% | −23−1.9% | Reduced |
| Life Planning Partners, Inc | 1,162 | $336.9K | 0.27% | +100+9.4% | Added |
| APCM Wealth Management for Individuals | 1,163 | $337.2K | 0.05% | +1,163 | New |
| Valley Forge Investment Consultants Inc Adv | 1,164 | $337.5K | 0.11% | +503+76.1% | Added |
| BLVD Private Wealth, LLC | 1,164 | $337.5K | 0.32% | +1,164 | New |
| Cannon Wealth Management Services, LLC | 1,166 | $337.9K | 0.28% | +3+0.3% | Added |
| Asset Allocation Strategies LLC | 1,167 | $338.3K | 0.08% | +2+0.2% | Added |
| OMNI 360 Wealth, Inc. | 1,167 | $338.3K | 0.21% | +1+0.1% | Added |
| Concentrum Wealth Management | 1,169 | $338.9K | 0.11% | +162+16.1% | Added |
| Satovsky Asset Management LLC | 1,169 | $338.9K | 0.07% | +23+2.0% | Added |
| Capital Market Strategies LLC | 1,170 | $339.2K | 0.24% | +77+7.0% | Added |
| Clear Point Advisors Inc. | 1,174 | $340.4K | 0.29% | +3+0.3% | Added |
| Bullseye Investment Management, LLC | 1,388 | $340.6K | 0.21% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,175 | $340.6K | 0.05% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 1,175 | $340.8K | 0.12% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,177 | $341.2K | 0.05% | +2+0.2% | Added |
| Prairiewood Capital, LLC | 1,181 | $342.3K | 0.13% | +68+6.1% | Added |
| Brown Financial Advisory | 1,183 | $342.9K | 0.19% | +265+28.9% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,184 | $343.3K | 0.15% | +4+0.3% | Added |
| Quad-Cities Investment Group, LLC | 1,185 | $343.4K | 0.16% | −11−0.9% | Reduced |
| Cutler Capital Management, LLC | 1,188 | $344.4K | 0.12% | −122−9.3% | Reduced |
| Tribridge Partners Financial LLC | 1,191 | $345.0K | 0.20% | +1,191 | New |
| Capstone Wealth Management, LLC | 1,191 | $345.3K | 0.30% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 1,192 | $345.6K | 0.06% | +2+0.2% | Added |
| O'Brien Wealth Partners LLC | 1,192 | $345.6K | 0.05% | +11+0.9% | Added |
| Williams & Novak, LLC | 1,193 | $345.8K | 0.29% | −100−7.7% | Reduced |
| Halter Ferguson Financial Inc. | 1,193 | $345.8K | 0.13% | +75+6.7% | Added |
| First Wilshire Securities Management Inc | 1,193 | $345.9K | 0.09% | 00.0% | Unchanged |
| Tilson Financial Group, Inc. | 1,194 | $346.0K | 0.13% | +4+0.3% | Added |
| WPWealth LLP | 1,196 | $346.7K | 0.06% | −57−4.5% | Reduced |
| Quaker Wealth Management, LLC | 1,199 | $347.5K | 0.12% | +1,199 | New |
| DGS Capital Management, LLC | 1,199 | $347.6K | 0.07% | +50+4.4% | Added |
| TradeLink Capital LLC | 1,200 | $348.0K | 1.23% | +1,200 | New |
| One Degree Advisors Inc | 1,202 | $348.0K | 0.12% | +1,202 | New |
| Wealth Management Nebraska | 1,221 | $350.6K | 0.05% | 00.0% | Unchanged |
| Flower City Capital | 1,211 | $351.1K | 0.21% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 1,215 | $352.1K | 0.22% | +224+22.6% | Added |
| Marshall Financial Group Inc | 1,215 | $352.3K | 0.11% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,216 | $352.5K | 0.12% | −92−7.0% | Reduced |
| Freedom Financial Partners LLC | 1,220 | $353.8K | 0.15% | +4+0.3% | Added |
| Paragon Capital Management LLC | 1,225 | $355.1K | 0.18% | +75+6.5% | Added |
| Essential Planning, LLC. | 1,228 | $356.0K | 0.13% | −18−1.4% | Reduced |
| Westbourne Investments, Inc. | 1,235 | $357.9K | 0.19% | +280+29.3% | Added |
| Grantvest Financial Group LLC | 1,238 | $359.0K | 0.27% | −114−8.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,238 | $359.1K | 0.19% | −11−0.9% | Reduced |
| Paul R. Ried Financial Group, LLC | 1,240 | $359.5K | 0.22% | +29+2.4% | Added |
| Panoramic Investment Advisors, LLC | 1,242 | $360.1K | 0.22% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 1,242 | $360.2K | 0.16% | +79+6.8% | Added |
| G2 Capital Management, LLC | 1,244 | $360.7K | 0.10% | −36−2.8% | Reduced |
| Ballew Advisors, Inc | 1,221 | $361.4K | 0.21% | +2+0.2% | Added |
| Verity Asset Management, Inc. | 1,247 | $361.9K | 0.17% | −10−0.8% | Reduced |
| Saxony Capital Management, LLC | 1,252 | $363.1K | 0.28% | −186−12.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1,252 | $363.1K | 0.04% | +252+25.2% | Added |
| V. M. Manning & Co., Inc. | 1,201 | $363.4K | 0.40% | +1,201 | New |
| Cathy Pareto & Associates, Inc | 1,256 | $364.1K | 0.30% | −202−13.9% | Reduced |
| Aspect Partners, LLC | 1,257 | $364.4K | 0.18% | +55+4.6% | Added |
| Kelman-Lazarov, Inc. | 1,257 | $364.5K | 0.06% | +182+16.9% | Added |
| MPS Loria Financial Planners, LLC | 1,258 | $364.6K | 0.11% | +3+0.2% | Added |
| Leslie Global Wealth, LLC | 1,258 | $364.7K | 0.19% | +80+6.8% | Added |
| Richardson Capital Management LLC | 1,261 | $365.6K | 0.19% | −5−0.4% | Reduced |
| Bellecapital International Ltd. | 1,263 | $366.2K | 0.06% | 00.0% | Unchanged |
| FMB Wealth Management | 1,269 | $367.8K | 0.18% | +25+2.0% | Added |
| Prentiss Smith & Co Inc | 1,269 | $367.9K | 0.22% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 1,275 | $369.6K | 0.37% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,277 | $370.2K | 0.11% | +14+1.1% | Added |
| Crane Advisory, LLC | 1,291 | $370.3K | 0.06% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,278 | $370.5K | 0.06% | −13−1.0% | Reduced |
| Enzi Wealth | 1,293 | $370.9K | 0.14% | +1+0.1% | Added |
| Blue Barn Wealth, LLC | 1,280 | $371.1K | 0.17% | +344+36.8% | Added |
| Continuum Wealth Advisors, LLC | 1,282 | $371.7K | 0.18% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 1,286 | $372.8K | 0.19% | −69−5.1% | Reduced |
| Kelly Financial Group LLC | 1,286 | $372.9K | 0.11% | +84+7.0% | Added |
| Dentgroup LLC | 1,286 | $372.9K | 0.26% | +2+0.2% | Added |
| Sage Capital Management, LLC | 1,287 | $373.0K | 0.18% | +5+0.4% | Added |