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
- 4,753
- +144 vs. Q1 2025
- Shares held
- 2.01B
- −775.1K (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
- 2,013 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1,332 | $374.2K | 0.11% | +708+113.5% | Added |
| Geometric Wealth Advisors | 1,291 | $374.3K | 0.06% | +70+5.7% | Added |
| Curran Financial Partners, LLC | 1,295 | $375.3K | 0.08% | +211+19.5% | Added |
| Austin Wealth Management, LLC | 1,271 | $376.5K | 0.07% | −5−0.4% | Reduced |
| Integrity Wealth Solutions LLC | 1,299 | $376.6K | 0.18% | +2+0.2% | Added |
| David Wealth Management LLC | 1,299 | $376.7K | 0.28% | +12+0.9% | Added |
| Park Circle Co | 1,300 | $376.9K | 0.32% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,301 | $377.1K | 0.25% | −160−11.0% | Reduced |
| Perissos Private Wealth Management, LLC | 1,305 | $378.3K | 0.30% | −15−1.1% | Reduced |
| Pring Turner Capital Group Inc | 1,305 | $378.4K | 0.24% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,310 | $379.8K | 0.31% | +150+12.9% | Added |
| Quartz Partners, LLC | 1,313 | $380.6K | 0.17% | +183+16.2% | Added |
| Sageworth Trust Co | 1,319 | $382.4K | 0.02% | −414−23.9% | Reduced |
| Valued Retirements, Inc. | 1,319 | $382.4K | 0.43% | −57−4.1% | Reduced |
| ZynergyRetirementPlanningLLC | 1,321 | $383.0K | 0.26% | +132+11.1% | Added |
| Wick Capital Partners, LLC | 6,951 | $383.5K | 0.10% | +5,667+441.4% | Added |
| Tumwater Wealth Management, LLC | 1,327 | $384.7K | 0.18% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,328 | $385.1K | 0.08% | +288+27.7% | Added |
| Clarus Wealth Advisors | 1,366 | $386.4K | 0.18% | −119−8.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,333 | $386.5K | 0.02% | −33−2.4% | Reduced |
| Arcus Capital Partners, LLC | 1,338 | $387.8K | 0.17% | −20−1.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,338 | $387.9K | 0.16% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 1,341 | $388.8K | 0.26% | +66+5.2% | Added |
| JMG Financial Group, Ltd. | 1,341 | $388.8K | 0.01% | +1,341 | New |
| Paragon Financial Partners, Inc. | 1,342 | $389.1K | 0.27% | +1+0.1% | Added |
| Harbour Investment Management LLC | 1,345 | $389.9K | 0.17% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,345 | $390.0K | 0.09% | +6+0.4% | Added |
| Kondo Wealth Advisors, Inc. | 1,343 | $390.1K | 0.17% | −8−0.6% | Reduced |
| Eaton-Cambridge Inc. | 1,347 | $390.5K | 0.15% | +61+4.7% | Added |
| Precision Wealth Strategies, LLC | 1,348 | $390.8K | 0.13% | +1,348 | New |
| PrairieView Partners, LLC | 1,350 | $391.0K | 0.04% | 00.0% | Unchanged |
| Foronjy Financial LLC | 1,350 | $391.4K | 0.18% | +1,350 | New |
| James Reed Financial Services, Inc. | 1,351 | $391.7K | 0.36% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 1,354 | $392.5K | 0.27% | +100+8.0% | Added |
| Hanover Advisors Inc | 1,355 | $392.8K | 0.16% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,357 | $393.4K | 0.22% | −8,182−85.8% | Reduced |
| Gibson Capital, LLC | 1,359 | $394.0K | 0.08% | −87−6.0% | Reduced |
| Lakeside Advisors, INC. | 1,365 | $395.6K | 0.26% | −49−3.5% | Reduced |
| Oak Ridge Investments LLC | 1,365 | $395.7K | 0.03% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 1,366 | $396.0K | 0.37% | −14−1.0% | Reduced |
| ADG Wealth Management Group, LLC | 1,368 | $396.7K | 0.34% | +75+5.8% | Added |
| Entruity Wealth, LLC | 1,370 | $397.2K | 0.34% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,375 | $398.6K | 0.29% | −83−5.7% | Reduced |
| Avondale Wealth Management | 1,375 | $398.6K | 0.22% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 1,382 | $400.7K | 0.38% | +307+28.6% | Added |
| Sicart Associates LLC | 1,385 | $401.5K | 0.14% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 1,406 | $402.8K | 0.32% | +63+4.7% | Added |
| Marotta Asset Management | 1,390 | $403.0K | 0.08% | −1,189−46.1% | Reduced |
| Northern Capital Management, Inc. | 1,391 | $403.2K | 0.24% | +6+0.4% | Added |
| Chelsea Counsel Co | 1,392 | $403.6K | 0.20% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 1,393 | $403.8K | 0.26% | −10−0.7% | Reduced |
| Sterling Investment Management, Inc. | 1,398 | $405.3K | 0.27% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,398 | $405.3K | 0.35% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 1,398 | $405.3K | 0.49% | +439+45.8% | Added |
| Warburton Capital Management, LLC | 1,370 | $406.0K | 0.24% | +255+22.9% | Added |
| Boomfish Wealth Group, LLC | 1,401 | $406.0K | 0.23% | +537+62.2% | Added |
| Defined Financial Planning LLC | 1,419 | $406.6K | 0.36% | +57+4.2% | Added |
| Triton Wealth Management, PLLC | 1,372 | $407.0K | 0.17% | +1,372 | New |
| Lavaca Capital LLC | 1,407 | $407.9K | 0.17% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,409 | $408.5K | 0.12% | −660−31.9% | Reduced |
| Ade, LLC | 1,414 | $409.9K | 0.22% | −445−23.9% | Reduced |
| Flaharty Asset Management, LLC | 1,415 | $410.2K | 0.06% | −210−12.9% | Reduced |
| Index Fund Advisors, Inc. | 1,415 | $410.2K | 0.02% | −96−6.4% | Reduced |
| J Hagan Capital, Inc. | 1,410 | $410.3K | 0.28% | −39−2.7% | Reduced |
| J2 Capital Management Inc | 1,416 | $410.5K | 0.33% | −615−30.3% | Reduced |
| 25 LLC | 1,416 | $410.8K | 0.15% | +172+13.8% | Added |
| Triumph Capital Management | 1,423 | $412.5K | 0.12% | −370−20.6% | Reduced |
| ShoreHaven Wealth Partners, LLC | 1,425 | $413.2K | 0.17% | +256+21.9% | Added |
| Horizon Investment Services, LLC | 1,426 | $413.5K | 0.18% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,427 | $413.7K | 0.19% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 1,427 | $413.7K | 0.18% | +60+4.4% | Added |
| Yeomans Consulting Group, Inc. | 1,425 | $413.8K | 0.17% | −93−6.1% | Reduced |
| Capital CS Group, LLC | 1,429 | $414.3K | 0.68% | +1,429 | New |
| Fermata Advisors, LLC | 1,430 | $414.5K | 0.11% | −1,592−52.7% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,432 | $415.1K | 0.26% | +20+1.4% | Added |
| Penobscot Wealth Management | 1,432 | $415.2K | 0.15% | −6−0.4% | Reduced |
| Live Oak Investment Partners | 1,434 | $415.7K | 0.32% | +135+10.4% | Added |
| Farringdon Capital, Ltd. | 1,435 | $416.0K | 0.14% | +1,435 | New |
| Towerpoint Wealth, LLC | 1,435 | $416.1K | 0.18% | +56+4.1% | Added |
| Argonautica Private Wealth Management, Inc | 1,436 | $416.3K | 0.13% | −223−13.4% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,436 | $416.4K | 0.21% | +13+0.9% | Added |
| Cypress Financial Planning LLC | 1,440 | $417.5K | 0.14% | +13+0.9% | Added |
| Marshall Investment Management, LLC | 1,441 | $417.8K | 1.98% | −12,991−90.0% | Reduced |
| Able Wealth Management LLC | 1,443 | $418.4K | 0.21% | +53+3.8% | Added |
| Frederick Financial Consultants, LLC | 1,449 | $420.2K | 0.26% | +70+5.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 1,453 | $421.2K | 0.09% | +187+14.8% | Added |
| Lighthouse Financial LLC | 1,457 | $422.4K | 0.32% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 1,458 | $422.6K | 0.15% | +185+14.5% | Added |
| Uptown Financial Advisors LLC | 1,458 | $422.7K | 0.39% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,458 | $423.0K | 0.26% | +30+2.1% | Added |
| Freestate Advisors LLC | 1,460 | $423.2K | 0.38% | +2+0.1% | Added |
| Nova R Wealth, Inc. | 1,461 | $423.6K | 0.20% | −244−14.3% | Reduced |
| Madrona Financial Services, LLC | 1,469 | $426.0K | 0.10% | +194+15.2% | Added |
| Pure Portfolios Holdings LLC | 1,470 | $426.1K | 0.14% | +209+16.6% | Added |
| Hobart Private Capital, LLC | 1,473 | $427.0K | 0.10% | +1,473 | New |
| Rather & Kittrell, Inc. | 1,474 | $427.3K | 0.08% | +32+2.2% | Added |
| Pinnacle Financial Group, LLC | 1,474 | $427.5K | 0.14% | +64+4.5% | Added |
| Jag Capital Management, LLC | 1,475 | $427.5K | 0.05% | +1+0.1% | Added |
| Plotkin Financial Advisors, LLC | 1,475 | $427.6K | 0.24% | +100+7.3% | Added |
| DDD Partners, LLC | 1,476 | $427.9K | 0.05% | +25+1.7% | Added |