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 |
|---|---|---|---|---|---|
| Rebalance, LLC | 1,875 | $543.6K | 0.04% | −65−3.4% | Reduced |
| Roth Financial Partners LLC | 1,877 | $544.2K | 0.20% | 00.0% | Unchanged |
| SLT Holdings LLC | 1,877 | $544.2K | 0.41% | +996+113.1% | Added |
| 21 West Wealth Management LLC | 1,877 | $544.2K | 0.55% | +1,877 | New |
| Oxinas Partners Wealth Management LLC | 1,881 | $545.2K | 0.28% | −46−2.4% | Reduced |
| MN Wealth Advisors, LLC | 1,880 | $545.3K | 0.32% | −14,114−88.2% | Reduced |
| Broadwater Capital Management LLC | 545,321 | $545.3K | 0.42% | +543,440+28,891.0% | Added |
| UMA Financial Services, Inc. | 1,885 | $546.5K | 0.09% | +280+17.4% | Added |
| Alpha DNA Investment Management LLC | 1,888 | $547.4K | 10.42% | +16+0.9% | Added |
| Stewardship Advisors, LLC | 1,888 | $547.4K | 0.14% | +57+3.1% | Added |
| Swan Global Investments, LLC | 1,889 | $547.6K | 0.03% | +296+18.6% | Added |
| HFR Wealth Management, LLC | 1,890 | $547.9K | 0.13% | +10+0.5% | Added |
| Duncan Williams Asset Management, LLC | 1,897 | $550.1K | 0.17% | +10+0.5% | Added |
| Widmann Financial Services, Inc. | 1,899 | $550.4K | 0.38% | +179+10.4% | Added |
| Joel Adams & Associates, Inc. | 1,899 | $550.5K | 0.49% | −66−3.4% | Reduced |
| Options Solutions, LLC | 1,900 | $550.8K | 0.20% | −341−15.2% | Reduced |
| WT Wealth Management | 1,909 | $553.4K | 0.16% | +115+6.4% | Added |
| White Lighthouse Investment Management Inc. | 1,911 | $554.1K | 0.09% | −49−2.5% | Reduced |
| Exeter Financial, LLC | 1,912 | $554.3K | 0.25% | −37−1.9% | Reduced |
| Vishria Bird Financial Group, LLC | 1,913 | $554.6K | 0.18% | +10+0.5% | Added |
| Awm Capital, LLC | 1,913 | $554.7K | 0.06% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 1,918 | $556.0K | 0.34% | +183+10.5% | Added |
| Bryce Point Capital, LLC | 1,932 | $560.1K | 0.47% | +1,932 | New |
| Gill Capital Partners, LLC | 1,936 | $561.2K | 0.18% | −26−1.3% | Reduced |
| Park Square Financial Group, LLC | 1,937 | $561.6K | 0.41% | +94+5.1% | Added |
| NDVR, Inc. | 1,938 | $561.8K | 0.53% | −27−1.4% | Reduced |
| Morling Financial Advisors, LLC | 1,942 | $563.0K | 0.18% | −3,360−63.4% | Reduced |
| CCG Wealth Management, LLC | 1,943 | $563.3K | 0.30% | +104+5.7% | Added |
| Provenance Wealth Advisors, LLC | 1,944 | $563.6K | 0.08% | −1,600−45.1% | Reduced |
| Centiva Capital, LP | 1,954 | $566.5K | 0.04% | −5,036−72.0% | Reduced |
| Clean Yield Group | 1,954 | $566.5K | 0.17% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,955 | $566.8K | 0.25% | −92−4.5% | Reduced |
| Horizon Family Wealth, Inc. | 1,955 | $566.9K | 0.35% | +11+0.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,957 | $567.3K | 0.04% | −246−11.2% | Reduced |
| Johnson Financial Group, LLC | 1,957 | $567.4K | 0.05% | −772−28.3% | Reduced |
| Lakewood Asset Management LLC | 1,960 | $568.1K | 0.38% | −6−0.3% | Reduced |
| Kearns & Associates LLC | 1,960 | $568.2K | 0.33% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,967 | $570.3K | 0.17% | −247−11.2% | Reduced |
| Wealthspan Partners, LLC | 1,968 | $570.5K | 0.24% | +100+5.4% | Added |
| Betterment LLC | 1,970 | $571.0K | 0.00% | +425+27.5% | Added |
| Rice Hall James & Associates, LLC | 1,970 | $571.1K | 0.03% | +44+2.3% | Added |
| Laidlaw Wealth Management LLC | 1,973 | $572.0K | 1.65% | +127+6.9% | Added |
| Consultiva Wealth Management, Corp. | 1,974 | $572.3K | 1.77% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,979 | $573.7K | 0.10% | +240+13.8% | Added |
| Riverstone Advisors, LLC | 1,981 | $574.4K | 0.31% | +102+5.4% | Added |
| Alterna Wealth Management, Inc | 1,985 | $575.5K | 0.46% | −37−1.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,989 | $576.6K | 0.33% | +22+1.1% | Added |
| Sherbrooke Park Advisers LLC | 1,989 | $576.6K | 0.25% | +838+72.8% | Added |
| SJS Investment Consulting Inc. | 1,991 | $577.1K | 0.09% | −181−8.3% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 1,992 | $577.6K | 0.23% | +10+0.5% | Added |
| Somerville Kurt F | 1,995 | $578.4K | 0.10% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 1,998 | $579.2K | 0.15% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,000 | $579.8K | 0.06% | −500−20.0% | Reduced |
| Shapiro Capital Management LLC | 2,000 | $579.8K | 0.03% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $579.8K | 0.34% | 00.0% | Unchanged |
| Brooktree Capital Management | 2,000 | $579.8K | 0.38% | +2,000 | New |
| Compass Financial Group, INC | 2,000 | $579.9K | 0.10% | +5+0.3% | Added |
| Centennial Wealth Advisory LLC | 1,999 | $580.3K | 0.18% | −64−3.1% | Reduced |
| Foundation Wealth Management, LLC | 2,002 | $580.5K | 0.40% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 2,007 | $581.8K | 0.09% | +138+7.4% | Added |
| Ascent Capital Management, LLC | 2,007 | $581.9K | 0.52% | +45+2.3% | Added |
| Tower Wealth Partners, Inc. | 2,009 | $582.4K | 0.34% | −25−1.2% | Reduced |
| CGC Financial Services, LLC | 2,010 | $582.6K | 0.20% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 2,012 | $583.3K | 0.64% | +2,012 | New |
| Jacobson & Schmitt Advisors, LLC | 2,015 | $584.2K | 0.10% | +2,015 | New |
| Karani Asset Management LLC | 2,016 | $584.5K | 0.57% | −400−16.6% | Reduced |
| Sterling Financial Planning, Inc. | 2,018 | $585.0K | 0.20% | −121−5.7% | Reduced |
| Columbus Macro, LLC | 2,020 | $585.5K | 0.07% | −35−1.7% | Reduced |
| Waypoint Wealth Partners Inc. | 2,021 | $585.9K | 0.14% | +2,021 | New |
| Presper Financial Architects, LLC | 2,021 | $586.0K | 0.44% | +2,021 | New |
| Encompass Wealth Advisors, LLC | 2,027 | $587.6K | 0.22% | +12+0.6% | Added |
| Beirne Wealth Consulting Services, LLC | 2,027 | $587.6K | 0.19% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 2,030 | $588.5K | 0.10% | +3+0.1% | Added |
| Capitol Family Office, Inc. | 2,033 | $589.4K | 0.77% | −75−3.6% | Reduced |
| Kinloch Capital, LLC | 2,033 | $589.4K | 0.27% | +26+1.3% | Added |
| V-Square Quantitative Management LLC | 2,036 | $590.3K | 0.08% | +1,031+102.6% | Added |
| Intelligence Driven Advisers, LLC | 2,042 | $591.9K | 0.09% | −33−1.6% | Reduced |
| Redwood Wealth Management Group, LLC | 2,042 | $592.0K | 0.27% | +3+0.1% | Added |
| Builder Investment Group Inc | 2,045 | $592.9K | 0.15% | −125−5.8% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,051 | $594.6K | 0.41% | −85−4.0% | Reduced |
| Wealth Advisors Northwest LLC | 2,052 | $594.8K | 0.31% | +104+5.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,052 | $595.0K | 0.28% | +64+3.2% | Added |
| Stelac Advisory Services LLC | 2,047 | $595.2K | 0.23% | −1,333−39.4% | Reduced |
| Sepio Capital, LP | 2,055 | $595.8K | 0.04% | −127−5.8% | Reduced |
| Burns Matteson Capital Management, LLC | 2,056 | $596.1K | 0.29% | +26+1.3% | Added |
| Good Steward Wealth Advisors,LLC | 2,058 | $596.6K | 0.47% | −752−26.8% | Reduced |
| Blue Investment Partners LLC | 2,062 | $597.8K | 0.21% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 2,062 | $597.8K | 0.02% | 00.0% | Unchanged |
| Signature Wealth Management Group | 2,062 | $597.9K | 0.24% | −151−6.8% | Reduced |
| Mascoma Wealth Management LLC | 2,063 | $598.1K | 0.14% | −210−9.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,063 | $598.1K | 0.07% | +2,063 | New |
| May Barnhard Investments LLC | 2,069 | $599.9K | 0.28% | −127−5.8% | Reduced |
| Tobias Financial Advisors, Inc. | 2,073 | $600.9K | 0.10% | +631+43.8% | Added |
| Renaissance Technologies LLC | 2,078 | $603.4K | 0.00% | −23,082−91.7% | Reduced |
| Friday Financial | 2,082 | $603.5K | 0.31% | +187+9.9% | Added |
| LifeWealth Investments, LLC | 2,086 | $604.7K | 0.10% | +155+8.0% | Added |
| Shira Ridge Wealth Management | 2,087 | $604.9K | 0.28% | −25−1.2% | Reduced |
| RPS Advisory Solutions LLC | 2,087 | $605.1K | 0.33% | +29+1.4% | Added |
| Silver Oak Advisory Group, Inc. | 2,091 | $606.0K | 0.29% | +2,091 | New |
| Cushing Capital Partners, LLC | 2,093 | $606.6K | 0.51% | −303−12.6% | Reduced |