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
- −774.5K (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 | 5,103 | $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 |
|---|---|---|---|---|---|
| James Investment Research Inc | 75,866 | $22.0M | 2.62% | −2,043−2.6% | Reduced |
| Cabot Wealth Management Inc | 75,670 | $21.9M | 2.61% | −516−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 75,592 | $21.9M | 0.19% | −1,397−1.8% | Reduced |
| Calamos Wealth Management LLC | 75,476 | $21.9M | 0.93% | +51,191+210.8% | Added |
| First American Trust, FSB | 75,343 | $21.8M | 1.74% | +9,174+13.9% | Added |
| Hilltop Holdings Inc. | 75,274 | $21.8M | 1.40% | +5,307+7.6% | Added |
| Churchill Management Corp | 75,014 | $21.7M | 0.24% | +39,275+109.9% | Added |
| William Blair Investment Management, LLC | 74,958 | $21.7M | 0.06% | −124,581−62.4% | Reduced |
| CCM Investment Advisers LLC | 74,943 | $21.7M | 2.34% | +512+0.7% | Added |
| Journey Advisory Group, LLC | 74,918 | $21.7M | 1.69% | +1,691+2.3% | Added |
| JB Capital LLC | 74,591 | $21.6M | 1.05% | +1,014+1.4% | Added |
| Sowell Financial Services LLC | 74,287 | $21.5M | 0.88% | +624+0.8% | Added |
| Tufton Capital Management | 74,260 | $21.5M | 4.09% | −2,385−3.1% | Reduced |
| FourThought Financial Partners, LLC | 74,257 | $21.5M | 2.13% | −1,530−2.0% | Reduced |
| BTC Capital Management, Inc. | 74,464 | $21.5M | 1.76% | +122+0.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 74,107 | $21.5M | 2.26% | +74,107 | New |
| Sagespring Wealth Partners, LLC | 73,899 | $21.4M | 0.46% | +6,988+10.4% | Added |
| National Asset Management, Inc. | 73,561 | $21.3M | 1.03% | −37,018−33.5% | Reduced |
| Meeder Advisory Services, Inc. | 73,317 | $21.3M | 1.10% | +3,396+4.9% | Added |
| Moneta Group Investment Advisors LLC | 73,131 | $21.2M | 0.25% | +9,553+15.0% | Added |
| Circle Wealth Management, LLC | 72,993 | $21.2M | 0.47% | −452−0.6% | Reduced |
| Pictet North America Advisors SA | 72,957 | $21.2M | 2.12% | −4,464−5.8% | Reduced |
| Cohen Klingenstein LLC | 72,700 | $21.1M | 0.70% | 00.0% | Unchanged |
| Cypress Capital Group | 72,687 | $21.1M | 2.62% | +3,966+5.8% | Added |
| German American Bancorp, Inc. | 72,687 | $21.1M | 2.06% | −465−0.6% | Reduced |
| Tompkins Financial Corp | 72,456 | $21.0M | 1.93% | −1,968−2.6% | Reduced |
| Stockman Wealth Management, Inc. | 72,299 | $21.0M | 2.85% | +132+0.2% | Added |
| Osher Van de Voorde Investment Management | 72,287 | $21.0M | 4.75% | −1,676−2.3% | Reduced |
| Community Bank, N.A. | 72,203 | $20.9M | 2.75% | −2,622−3.5% | Reduced |
| Everence Capital Management Inc | 71,665 | $20.8M | 1.34% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 71,490 | $20.7M | 2.05% | +191+0.3% | Added |
| GLOBALT Investments LLC | 71,113 | $20.6M | 0.79% | −3,417−4.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 71,045 | $20.6M | 1.21% | −18,462−20.6% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 70,688 | $20.5M | 1.46% | −5,189−6.8% | Reduced |
| Caisse des Depots Et Consignations | 70,586 | $20.5M | 0.86% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 70,278 | $20.4M | 0.29% | −15,355−17.9% | Reduced |
| Advisors Asset Management, Inc. | 69,438 | $20.1M | 0.36% | −6,541−8.6% | Reduced |
| Allied Investment Advisors, LLC | 69,418 | $20.1M | 3.52% | −735−1.0% | Reduced |
| Woodstock Corp | 68,926 | $20.0M | 1.84% | −1,872−2.6% | Reduced |
| Willis Investment Counsel | 68,920 | $20.0M | 1.17% | +9,400+15.8% | Added |
| HRT Financial LP | 68,779 | $19.9M | 0.09% | −60,244−46.7% | Reduced |
| DSG Capital Advisors, LLC | 68,623 | $19.9M | 3.54% | +1,405+2.1% | Added |
| Farmers Trust Co | 68,513 | $19.9M | 3.71% | −11,024−13.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 68,405 | $19.8M | 0.45% | +6,876+11.2% | Added |
| Connors Investor Services Inc | 68,397 | $19.8M | 1.76% | −1,762−2.5% | Reduced |
| Wellington Shields Capital Management, LLC | 68,333 | $19.8M | 3.35% | −908−1.3% | Reduced |
| Caldwell Trust Co | 68,184 | $19.8M | 1.98% | −1,010−1.5% | Reduced |
| Diversified Trust Co | 68,132 | $19.8M | 0.44% | −7,499−9.9% | Reduced |
| Greenwood Gearhart Inc | 68,123 | $19.7M | 1.23% | +1,451+2.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 67,971 | $19.7M | 0.93% | −2,488−3.5% | Reduced |
| 1st Source Bank | 67,805 | $19.7M | 1.08% | −1,753−2.5% | Reduced |
| Atria Wealth Solutions, Inc. | 67,471 | $19.6M | 0.44% | −82,054−54.9% | Reduced |
| IHT Wealth Management, LLC | 67,751 | $19.6M | 0.54% | +3,982+6.2% | Added |
| Venturi Wealth Management, LLC | 67,656 | $19.6M | 0.97% | −676−1.0% | Reduced |
| PFG Investments, LLC | 67,564 | $19.6M | 1.15% | −977−1.4% | Reduced |
| Sterling Capital Management LLC | 67,265 | $19.5M | 0.28% | +282+0.4% | Added |
| River Wealth Advisors LLC | 67,260 | $19.5M | 2.42% | +1,186+1.8% | Added |
| Iowa State Bank | 67,257 | $19.5M | 3.88% | −526−0.8% | Reduced |
| Heritage Trust Co | 67,232 | $19.5M | 2.25% | −2,102−3.0% | Reduced |
| Copeland Capital Management, LLC | 67,204 | $19.5M | 0.40% | −258−0.4% | Reduced |
| Barbara Oil Co. | 67,000 | $19.4M | 7.64% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 66,950 | $19.4M | 1.67% | +1,066+1.6% | Added |
| One Capital Management, LLC | 66,932 | $19.4M | 0.67% | +3,130+4.9% | Added |
| Close Asset Management Ltd | 66,927 | $19.4M | 0.57% | +1,212+1.8% | Added |
| Griffin Asset Management, Inc. | 66,796 | $19.4M | 2.29% | +2,683+4.2% | Added |
| Granite Investment Partners, LLC | 66,651 | $19.3M | 0.94% | −719−1.1% | Reduced |
| MUFG Securities Americas Inc. | 66,632 | $19.3M | 1.65% | +11,425+20.7% | Added |
| AMG National Trust Bank | 66,477 | $19.3M | 0.51% | −326−0.5% | Reduced |
| Strategy Asset Managers LLC | 66,448 | $19.3M | 3.60% | +527+0.8% | Added |
| Atomi Financial Group, Inc. | 66,390 | $19.2M | 0.73% | +3,725+5.9% | Added |
| Sigma Planning Corp | 66,359 | $19.2M | 0.58% | −6,273−8.6% | Reduced |
| Telos Capital Management, Inc. | 66,323 | $19.2M | 1.96% | +1,036+1.6% | Added |
| BKD Wealth Advisors, LLC | 66,287 | $19.2M | 0.41% | +313+0.5% | Added |
| Haverford Financial Services, Inc. | 66,079 | $19.2M | 5.67% | −175−0.3% | Reduced |
| Buckingham Strategic Partners | 65,923 | $19.1M | 0.26% | −8,646−11.6% | Reduced |
| Winslow Asset Management Inc | 65,874 | $19.1M | 3.85% | −303−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 65,660 | $19.0M | 0.74% | −1,968−2.9% | Reduced |
| Spire Wealth Management | 66,519 | $19.0M | 0.68% | −32,643−32.9% | Reduced |
| Goelzer Investment Management, Inc. | 65,626 | $19.0M | 1.04% | +13,981+27.1% | Added |
| David Loasby | 65,745 | $19.0M | 1.62% | +675+1.0% | Added |
| Essex Financial Services, Inc. | 65,511 | $19.0M | 1.25% | −727−1.1% | Reduced |
| Intellus Advisors LLC | 65,511 | $19.0M | 2.83% | −726−1.1% | Reduced |
| Bank of Nova Scotia Trust Co | 65,261 | $18.9M | 1.86% | +490+0.8% | Added |
| Legacy Private Trust Co. | 64,830 | $18.8M | 1.21% | −2,352−3.5% | Reduced |
| Princeton Global Asset Management LLC | 64,611 | $18.7M | 3.40% | −182−0.3% | Reduced |
| VestGen Advisors, LLC | 63,875 | $18.7M | 0.74% | +216+0.3% | Added |
| Pettyjohn, Wood & White, Inc | 64,275 | $18.6M | 3.33% | −122−0.2% | Reduced |
| SFE Investment Counsel | 64,092 | $18.6M | 3.27% | +3,015+4.9% | Added |
| Wells Trecaso Financial Group, LLC | 64,080 | $18.6M | 5.74% | −200.0% | Reduced |
| Means Investment Co., Inc. | 64,023 | $18.6M | 1.76% | +717+1.1% | Added |
| Spinnaker Trust | 63,781 | $18.5M | 1.11% | +1,343+2.2% | Added |
| Hudson Valley Investment Advisors Inc | 63,513 | $18.4M | 2.02% | −6,057−8.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 63,459 | $18.4M | 1.36% | +1,115+1.8% | Added |
| Ethic Inc. | 63,990 | $18.4M | 0.33% | +475+0.7% | Added |
| South Dakota Investment Council | 63,271 | $18.3M | 0.35% | −44,722−41.4% | Reduced |
| Hollencrest Capital Management | 62,983 | $18.3M | 0.78% | −9,784−13.4% | Reduced |
| AlphaCore Capital LLC | 62,851 | $18.2M | 0.69% | +4,334+7.4% | Added |
| Burling Wealth Partners, LLC | 62,816 | $18.2M | 3.36% | +1,366+2.2% | Added |
| Vestcor Inc | 62,772 | $18.2M | 0.55% | +8,780+16.3% | Added |
| AustralianSuper Pty Ltd | 62,712 | $18.2M | 0.09% | −151,655−70.7% | Reduced |