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 |
|---|---|---|---|---|---|
| CapitalatWork S.A. | – | $480.0K | 0.01% | – | – |
| Ewing Morris & Co. Investment Partners Ltd. | 1,656 | $480.1K | 0.22% | +49+3.0% | Added |
| Neo Ivy Capital Management | 1,657 | $480.4K | 0.15% | +1,657 | New |
| Morey & Quinn Wealth Partners, LLC | 1,664 | $482.4K | 0.39% | +38+2.3% | Added |
| Lipe & Dalton | 1,665 | $483.0K | 0.26% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 1,667 | $483.2K | 0.17% | −107−6.0% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 1,670 | $484.1K | 0.34% | +120+7.7% | Added |
| Adams Wealth Management | 1,676 | $485.8K | 0.09% | −193−10.3% | Reduced |
| CacheTech Inc. | 1,676 | $485.8K | 0.09% | −193−10.3% | Reduced |
| Garner Asset Management Corp | 1,677 | $486.3K | 0.22% | −403−19.4% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,682 | $487.7K | 0.46% | −527−23.9% | Reduced |
| Oxbow Advisors, LLC | 1,685 | $488.6K | 0.05% | −293−14.8% | Reduced |
| Innova Wealth Partners | 1,686 | $488.8K | 0.29% | −78−4.4% | Reduced |
| Emergent Wealth Advisors, LLC | 1,690 | $489.9K | 0.31% | +36+2.2% | Added |
| GF Fund Management Co. Ltd. | 1,690 | $489.9K | 0.01% | −2,738−61.8% | Reduced |
| Allie Family Office LLC | 1,691 | $490.2K | 0.24% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 1,691 | $490.2K | 0.19% | +17+1.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,692 | $490.5K | 0.18% | −6−0.4% | Reduced |
| Townsend & Associates, Inc | 1,643 | $490.6K | 0.05% | −8,446−83.7% | Reduced |
| Ogorek Anthony Joseph | 1,695 | $491.0K | 0.15% | −112−6.2% | Reduced |
| KWMG, LLC | 1,694 | $491.1K | 0.05% | −17−1.0% | Reduced |
| Sharp Financial Services, LLC | 1,702 | $493.3K | 0.32% | −80−4.5% | Reduced |
| New Perspectives, Inc | 1,703 | $493.7K | 0.24% | +110+6.9% | Added |
| Defender Capital, LLC. | 1,709 | $495.5K | 0.17% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 1,716 | $497.6K | 0.25% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 1,718 | $498.1K | 0.13% | +311+22.1% | Added |
| Delta Wealth Advisors LLC | 1,719 | $498.4K | 0.42% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,721 | $498.9K | 0.03% | +249+16.9% | Added |
| Gordian Advisors LLC | 1,727 | $500.6K | 0.36% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,728 | $501.0K | 0.16% | 00.0% | Unchanged |
| Power Wealth Management LLC | 1,732 | $502.1K | 0.19% | −14−0.8% | Reduced |
| Heritage Wealth Management, Inc. | 1,732 | $502.2K | 0.38% | −2−0.1% | Reduced |
| Bestgate Wealth Advisors, LLC | 2,051 | $503.1K | 1.04% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 1,736 | $503.3K | 0.31% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,738 | $504.0K | 0.09% | +10+0.6% | Added |
| Von Berge Wealth Management Group, LLC | 1,730 | $504.0K | 0.28% | +9+0.5% | Added |
| Strategic Investment Solutions, Inc. | 1,740 | $504.6K | 0.15% | −579−25.0% | Reduced |
| Vista Private Wealth Partners. LLC | 1,747 | $506.5K | 0.16% | +436+33.3% | Added |
| Sanchez Wealth Management Group | 1,747 | $506.6K | 0.12% | −8−0.5% | Reduced |
| Lincoln Capital Corp | 1,748 | $506.9K | 0.19% | −67−3.7% | Reduced |
| Integrated Capital Management, LLC | 1,742 | $507.0K | 0.24% | −6,970−80.0% | Reduced |
| Core Wealth Advisors, Inc. | 1,749 | $507.1K | 0.15% | −23−1.3% | Reduced |
| Wealth Preservation Advisors, LLC | 1,749 | $507.1K | 0.31% | −3−0.2% | Reduced |
| Sharkey, Howes & Javer | 1,751 | $507.5K | 0.07% | −124−6.6% | Reduced |
| Momentous Wealth Management, Inc. | 1,756 | $509.1K | 0.33% | −28−1.6% | Reduced |
| Potentia Wealth | 1,758 | $509.7K | 0.29% | 00.0% | Unchanged |
| Omnitrust Wealth Management, Inc | 1,558 | $510.0K | 0.62% | +1,558 | New |
| Thrive Capital Management, LLC | 1,760 | $510.3K | 0.16% | +400+29.4% | Added |
| Blackston Financial Advisory Group, LLC | 1,760 | $510.3K | 0.32% | −419−19.2% | Reduced |
| Ledgewood Wealth Advisors, LLC | 1,760 | $510.3K | 0.32% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,764 | $511.4K | 0.17% | +33+1.9% | Added |
| Lingohr & Partner Asset Management GmbH | 1,776 | $512.0K | 0.93% | −24,784−93.3% | Reduced |
| Gladius Capital Management LP | 1,771 | $513.4K | 0.80% | −7,827−81.5% | Reduced |
| Lanham O'Dell & Company, Inc. | 1,772 | $513.7K | 0.22% | +1+0.1% | Added |
| Walker Financial Services, Inc. | 1,773 | $513.9K | 0.23% | +2+0.1% | Added |
| Alliance Wealth Advisors, LLC | 1,777 | $515.2K | 0.13% | +188+11.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,744 | $516.0K | 0.21% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,783 | $516.9K | 0.25% | +79+4.6% | Added |
| REAP Financial Group, LLC | 1,786 | $517.7K | 0.12% | +866+94.1% | Added |
| Toth Financial Advisory Corp | 1,787 | $518.0K | 0.06% | +72+4.2% | Added |
| American Financial Advisors, LLC | 1,792 | $519.7K | 0.07% | +10+0.6% | Added |
| Brogan Financial, Inc. | 1,793 | $519.7K | 0.23% | +57+3.3% | Added |
| New Century Financial Group, LLC | 1,796 | $520.7K | 0.61% | +257+16.7% | Added |
| CVFG LLC | 1,796 | $520.8K | 0.41% | −99−5.2% | Reduced |
| Gallacher Capital Management LLC | 1,798 | $521.2K | 0.24% | +949+111.8% | Added |
| Binnacle Investments Inc | 1,799 | $521.5K | 0.34% | +72+4.2% | Added |
| Krane Funds Advisors LLC | 1,804 | $523.0K | 0.02% | −109−5.7% | Reduced |
| Bennett Associates Wealth Management | 1,804 | $523.0K | 0.40% | +68+3.9% | Added |
| BIP Alliance, LLC | 1,805 | $523.3K | 0.20% | +22+1.2% | Added |
| Jupiter Wealth Management LLC | 1,804 | $524.1K | 0.26% | +375+26.2% | Added |
| Axim Planning & Wealth | 1,809 | $524.4K | 0.48% | −63−3.4% | Reduced |
| Scarborough Advisors, LLC | 1,810 | $524.7K | 0.10% | −46−2.5% | Reduced |
| CFC Planning Co LLC | 1,812 | $525.5K | 0.51% | +23+1.3% | Added |
| Catalyst Capital Advisors LLC | 1,813 | $525.6K | 0.01% | −293−13.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,813 | $526.4K | 0.24% | −86−4.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,819 | $527.0K | 0.07% | +1,819 | New |
| Foresight Capital Management Advisors, Inc. | 1,818 | $527.1K | 0.31% | +45+2.5% | Added |
| Leeward Financial Partners, LLC | 1,819 | $527.3K | 0.17% | +899+97.7% | Added |
| ERn Financial, LLC | 1,820 | $527.7K | 0.11% | −4,693−72.1% | Reduced |
| Amica Retiree Medical Trust | 1,822 | $528.0K | 0.76% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,821 | $528.0K | 0.31% | +326+21.8% | Added |
| Financial Advisors Network, Inc. | 1,831 | $530.9K | 0.08% | −56−3.0% | Reduced |
| Schiavi & Co LLC | 1,833 | $531.4K | 0.18% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,838 | $532.8K | 0.17% | −95−4.9% | Reduced |
| RIA Advisory Group LLC | 1,841 | $533.6K | 0.16% | −77−4.0% | Reduced |
| Gladwyn Financial Advisors, Inc. | 1,842 | $534.0K | 0.41% | +1,842 | New |
| Denver Wealth Management, Inc. | 1,845 | $534.9K | 0.22% | −13−0.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,845 | $535.0K | 0.34% | −235−11.3% | Reduced |
| CogentBlue Wealth Advisors, LLC | 1,846 | $535.2K | 0.41% | +213+13.0% | Added |
| Lokken Investment Group LLC | 1,848 | $535.7K | 0.21% | −317−14.6% | Reduced |
| Kagan Cocozza Asset Management | 1,849 | $536.0K | 0.41% | −5−0.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,852 | $536.8K | 0.42% | +8+0.4% | Added |
| Parkwoods Wealth Partners, LLC | 1,853 | $537.2K | 0.31% | +743+66.9% | Added |
| Cadent Capital Advisors, LLC | 1,856 | $538.0K | 0.18% | −75−3.9% | Reduced |
| Knightsbridge Asset Management, LLC | 1,860 | $539.2K | 0.12% | +444+31.4% | Added |
| DHJJ Financial Advisors, Ltd. | 1,860 | $539.4K | 0.19% | −3−0.2% | Reduced |
| Atwater Malick LLC | 1,861 | $539.5K | 0.17% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 1,866 | $541.0K | 0.48% | −197−9.5% | Reduced |
| Echo45 Advisors LLC | 1,868 | $541.6K | 0.34% | −18−1.0% | Reduced |
| Foundation Wealth Management, LLC | 1,870 | $542.0K | 0.23% | +9+0.5% | Added |