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 |
|---|---|---|---|---|---|
| Advanced Portfolio Management, LLC | 1,478 | $428.5K | 1.20% | 00.0% | Unchanged |
| Brighton Securities Corp. | 1,484 | $430.1K | 0.24% | −349−19.0% | Reduced |
| Cambridge Financial Group, LLC | 1,484 | $430.3K | 0.16% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 1,489 | $431.8K | 0.14% | +75+5.3% | Added |
| International Private Wealth Advisors LLC | 1,493 | $432.9K | 0.37% | −288−16.2% | Reduced |
| Kraematon Investment Advisors, Inc | 1,494 | $433.1K | 0.41% | +8+0.5% | Added |
| Seed Wealth Management, Inc. | 1,496 | $433.6K | 0.32% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1,496 | $433.7K | 0.22% | +653+77.5% | Added |
| Northwest Financial Advisors | 1,496 | $433.7K | 0.61% | −4,080−73.2% | Reduced |
| Clark Financial Services Group Inc | 1,497 | $434.0K | 0.27% | +82+5.8% | Added |
| Prospect Financial Services LLC | 1,498 | $434.3K | 0.27% | −375−20.0% | Reduced |
| Boyd Wealth Management, LLC | 1,498 | $434.3K | 0.19% | 00.0% | Unchanged |
| GK Wealth Management LLC | 1,499 | $434.7K | 0.43% | −69−4.4% | Reduced |
| Colrain Capital LLC | 1,500 | $434.9K | 0.34% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,500 | $434.9K | 0.17% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,502 | $435.4K | 0.06% | −439−22.6% | Reduced |
| Matthew Goff Investment Advisor, LLC | 1,503 | $435.7K | 0.08% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,504 | $436.0K | 0.03% | −130−8.0% | Reduced |
| Clientfirst Wealth Management, LLC | 1,504 | $436.0K | 0.45% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 1,507 | $436.9K | 0.12% | −151−9.1% | Reduced |
| Mainsail Asset Management, LLC | 1,507 | $436.9K | 0.27% | +9+0.6% | Added |
| RS Crum Inc. | 1,507 | $436.9K | 0.10% | +4+0.3% | Added |
| Sage Financial Management Group, Inc. | 1,507 | $437.0K | 0.15% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 1,511 | $438.2K | 0.11% | +177+13.3% | Added |
| Hobbs Wealth Management, LLC | 1,514 | $438.9K | 0.42% | +86+6.0% | Added |
| Berkshire Money Management, Inc. | 1,516 | $439.6K | 0.05% | −425−21.9% | Reduced |
| Yoder Wealth Management, Inc. | 1,517 | $439.8K | 0.23% | +172+12.8% | Added |
| Baskin Financial Services Inc. | 1,518 | $440.0K | 0.03% | 00.0% | Unchanged |
| Cascade Wealth Advisors, Inc | 1,524 | $440.1K | 0.25% | +56+3.8% | Added |
| QVR LLC | 1,519 | $440.4K | 0.44% | +1,519 | New |
| Ascension Capital Advisors, Inc. | 1,520 | $440.7K | 0.18% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,524 | $441.8K | 0.67% | −11,356−88.2% | Reduced |
| Mezzasalma Advisors, LLC | 1,525 | $442.1K | 0.13% | +155+11.3% | Added |
| Capital Counsel LLC | 1,526 | $442.4K | 0.02% | −583−27.6% | Reduced |
| Schubert & Co | 1,527 | $442.7K | 0.31% | +315+26.0% | Added |
| Covestor Ltd | 1,525 | $443.0K | 0.26% | +96+6.7% | Added |
| Fulcrum Equity Management | 1,530 | $443.6K | 0.46% | −35−2.2% | Reduced |
| Clear Street Markets LLC | 1,534 | $444.7K | 0.16% | +1,534 | New |
| Mitchell & Pahl Private Wealth, LLC | 1,535 | $445.0K | 0.20% | +82+5.6% | Added |
| West Chester Capital Advisors, Inc | 1,537 | $445.6K | 0.22% | −3−0.2% | Reduced |
| VELA Investment Management, LLC | 1,537 | $445.6K | 0.13% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 1,539 | $446.2K | 0.25% | −708−31.5% | Reduced |
| MontVue Capital Management, Inc. | 1,541 | $446.8K | 0.32% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,542 | $447.0K | 0.07% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 1,543 | $447.3K | 0.03% | +15+1.0% | Added |
| IMG Wealth Management, Inc. | 1,543 | $447.3K | 0.35% | +180+13.2% | Added |
| BlueStem Wealth Partners, LLC | 1,543 | $447.4K | 0.05% | +75+5.1% | Added |
| Sterling Financial Group, Inc. | 1,547 | $448.5K | 0.15% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,540 | $449.0K | 0.07% | +1,540 | New |
| Bourne Lent Asset Management Inc | 1,550 | $449.4K | 0.17% | 00.0% | Unchanged |
| Ridgepath Capital Management LLC | 1,555 | $450.8K | 0.21% | +8+0.5% | Added |
| Freedom Day Solutions, LLC | 1,555 | $450.9K | 0.13% | −1−0.1% | Reduced |
| EWG Elevate Inc. | 1,556 | $451.1K | 0.14% | +198+14.6% | Added |
| AIFG Consultants Ltd. | 1,560 | $452.3K | 0.88% | +387+33.0% | Added |
| Strata Wealth Advisors, LLC | 1,561 | $452.7K | 0.12% | +223+16.7% | Added |
| Prudent Investors Network | 1,562 | $452.8K | 0.12% | −10−0.6% | Reduced |
| FFG Partners, LLC | 1,566 | $454.2K | 0.15% | +540+52.6% | Added |
| Acas, LLC | 1,563 | $454.2K | 0.30% | +178+12.9% | Added |
| Chickasaw Capital Management LLC | 1,571 | $455.0K | 0.02% | −240−13.3% | Reduced |
| Seelaus Asset Management LLC | 1,574 | $456.3K | 0.40% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 1,575 | $456.6K | 0.26% | +122+8.4% | Added |
| Mustard Seed Financial, LLC | 1,576 | $456.8K | 0.33% | −113−6.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,584 | $457.0K | 0.27% | +284+21.8% | Added |
| Keener Financial Planning LLC | 1,582 | $458.0K | 0.23% | +300+23.4% | Added |
| Cura Wealth Advisors, LLC | 1,580 | $458.1K | 0.21% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 1,582 | $458.6K | 0.13% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,585 | $459.4K | 0.16% | +73+4.8% | Added |
| Muirfield Wealth Advisors LLC | 1,586 | $459.7K | 0.37% | +79+5.2% | Added |
| Future You Wealth LLC | 1,587 | $460.0K | 0.25% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 1,587 | $460.1K | 0.12% | +71+4.7% | Added |
| Edmp, Inc. | 1,589 | $460.7K | 0.39% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,592 | $462.0K | 0.00% | +45+2.9% | Added |
| CWC Advisors, LLC. | 1,599 | $463.6K | 0.24% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 1,600 | $463.9K | 0.06% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,605 | $465.3K | 0.47% | −388−19.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,607 | $465.9K | 0.75% | −567−26.1% | Reduced |
| Custos Family Office, LLC | 1,608 | $466.3K | 0.15% | +236+17.2% | Added |
| Foguth Wealth Management, LLC. | 1,609 | $466.5K | 0.10% | −207−11.4% | Reduced |
| Wealth Quarterback LLC | 1,609 | $466.6K | 0.22% | +15+0.9% | Added |
| Rakuten Securities, Inc. | 1,610 | $466.8K | 0.18% | −682−29.8% | Reduced |
| Triune Financial Partners, LLC | 1,611 | $467.0K | 0.13% | −374−18.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,611 | $467.1K | 0.14% | −16−1.0% | Reduced |
| Petix & Botte Co | 1,616 | $468.5K | 0.11% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 1,915 | $469.8K | 0.27% | 00.0% | Unchanged |
| Valpey Financial Services, LLC | 1,621 | $469.9K | 0.32% | +1,621 | New |
| Independent Wealth Network Inc. | 1,626 | $471.3K | 0.17% | +61+3.9% | Added |
| Solano Wealth Investment Advisors LLC | 1,626 | $471.3K | 0.24% | +1+0.1% | Added |
| Israel Discount Bank of New York | 1,629 | $472.3K | 1.79% | −195−10.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,629 | $472.3K | 0.12% | −29−1.7% | Reduced |
| Haven Private, LLC | 1,631 | $472.8K | 0.21% | +1,631 | New |
| Kendall Capital Management | 1,634 | $473.7K | 0.13% | +73+4.7% | Added |
| Elm3 Financial Group, LLC | 1,634 | $473.8K | 0.39% | −21−1.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,638 | $474.9K | 0.34% | 00.0% | Unchanged |
| Elite Life Management LLC | 1,639 | $475.0K | 1.22% | +63+4.0% | Added |
| Everest Management Corp. | 1,639 | $475.2K | 0.34% | +175+12.0% | Added |
| Tanglewood Legacy Advisors, LLC | 1,644 | $476.6K | 0.20% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 1,644 | $476.6K | 0.30% | +144+9.6% | Added |
| McGowan Group Asset Management, Inc. | 1,649 | $477.9K | 0.06% | +2+0.1% | Added |
| Granite FO LLC | 1,653 | $479.2K | 0.27% | −585−26.1% | Reduced |
| Genesee Capital Advisors, LLC | 1,655 | $479.8K | 0.22% | +7+0.4% | Added |