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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 62,516 | $18.1M | 0.02% | +44,816+253.2% | Added |
| Roundview Capital LLC | 62,496 | $18.1M | 1.21% | +200.0% | Added |
| Integrated Advisors Network LLC | 62,274 | $18.1M | 0.82% | −2,514−3.9% | Reduced |
| Addenda Capital Inc. | 62,232 | $18.0M | 0.65% | +4,544+7.9% | Added |
| Strategic Wealth Partners, Ltd. | 62,161 | $18.0M | 1.42% | +62,161 | New |
| Sara-Bay Financial | 61,964 | $18.0M | 6.43% | −1,115−1.8% | Reduced |
| Zuckerman Investment Group, LLC | 61,939 | $18.0M | 1.74% | +1,373+2.3% | Added |
| Eagle Rock Investment Company, LLC | 61,917 | $18.0M | 2.84% | −1,990−3.1% | Reduced |
| Fagan Associates, Inc. | 61,772 | $17.9M | 2.77% | −882−1.4% | Reduced |
| Kestra Investment Management, LLC | 67,383 | $17.9M | 0.28% | +29,897+79.8% | Added |
| Cornerstone Wealth Group, LLC | 61,564 | $17.8M | 1.34% | +1,205+2.0% | Added |
| Camden National Bank | 61,533 | $17.8M | 2.57% | −1,198−1.9% | Reduced |
| Farmers National Bank | 61,445 | $17.8M | 4.70% | −2,248−3.5% | Reduced |
| Simmons Bank | 61,369 | $17.8M | 1.27% | −836−1.3% | Reduced |
| Carmel Capital Management L.L.C. | 61,272 | $17.8M | 5.99% | −100−0.2% | Reduced |
| Northside Capital Management, LLC | 61,152 | $17.7M | 1.35% | +53,970+751.5% | Added |
| NJ State Employees Deferred Compensation Plan | 61,000 | $17.7M | 2.09% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 60,967 | $17.7M | 1.40% | +79+0.1% | Added |
| NorthRock Partners, LLC | 68,583 | $17.6M | 0.46% | +7,245+11.8% | Added |
| Schnieders Capital Management LLC | 60,730 | $17.6M | 3.09% | +565+0.9% | Added |
| Vantage Investment Partners, LLC | 60,441 | $17.5M | 1.28% | −274−0.5% | Reduced |
| Twin Capital Management Inc | 59,895 | $17.4M | 1.85% | +472+0.8% | Added |
| Cypress Asset Management Inc | 59,873 | $17.4M | 4.18% | +635+1.1% | Added |
| Ar Asset Management Inc | 59,825 | $17.3M | 3.85% | −221−0.4% | Reduced |
| Cardinal Capital Management | 59,809 | $17.3M | 2.54% | +4,403+7.9% | Added |
| Greystone Financial Group, LLC | 59,744 | $17.3M | 2.85% | −422−0.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 59,721 | $17.3M | 5.61% | −1,410−2.3% | Reduced |
| First National Advisers, LLC | 59,644 | $17.3M | 2.53% | +230+0.4% | Added |
| Punch & Associates Investment Management, Inc. | 59,590 | $17.3M | 1.06% | +2,351+4.1% | Added |
| Artemis Investment Management LLP | 59,405 | $17.2M | 0.22% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 59,244 | $17.2M | 0.77% | +3,476+6.2% | Added |
| Fidelis Capital Partners, LLC | 58,940 | $17.2M | 1.56% | +900+1.6% | Added |
| Country Club Bank | 59,781 | $17.2M | 1.08% | −390−0.6% | Reduced |
| Meritage Portfolio Management | 58,953 | $17.1M | 1.08% | −1,053−1.8% | Reduced |
| Buckley Wealth Management, LLC | 58,950 | $17.1M | 5.11% | −2,071−3.4% | Reduced |
| Mitchell Capital Management Co | 58,405 | $17.0M | 3.18% | −8,041−12.1% | Reduced |
| Consolidated Planning Corp | 58,608 | $17.0M | 2.13% | −792−1.3% | Reduced |
| Edgestream Partners, L.P. | 58,583 | $17.0M | 0.47% | +58,583 | New |
| Plato Investment Management Ltd | 58,554 | $16.9M | 1.27% | +1,391+2.4% | Added |
| Cape Cod Five Cents Savings Bank | 80,099 | $16.9M | 1.55% | 00.0% | Unchanged |
| Equitable Trust Co | 58,209 | $16.9M | 0.84% | −1,996−3.3% | Reduced |
| Mirador Capital Partners LP | 58,171 | $16.9M | 2.74% | +628+1.1% | Added |
| Frank, Rimerman Advisors LLC | 58,066 | $16.8M | 1.13% | +2,207+4.0% | Added |
| Invictus Private Wealth, LLC | 57,918 | $16.8M | 1.15% | −1,041−1.8% | Reduced |
| Laurel Wealth Advisors LLC | 57,900 | $16.8M | 2.51% | −154−0.3% | Reduced |
| BTG Pactual Asset Management US LLC | 57,808 | $16.8M | 2.25% | +8,017+16.1% | Added |
| Hills Bank & Trust Co | 57,794 | $16.8M | 1.06% | −401−0.7% | Reduced |
| Meridian Wealth Advisors, LLC | 57,763 | $16.7M | 2.65% | +574+1.0% | Added |
| Next Level Private LLC | 57,601 | $16.7M | 5.44% | +1,317+2.3% | Added |
| Dividend Assets Capital, LLC | 57,578 | $16.7M | 3.03% | +139+0.2% | Added |
| Pittenger & Anderson Inc | 57,314 | $16.6M | 0.61% | +2,724+5.0% | Added |
| Traynor Capital Management, Inc. | 57,170 | $16.6M | 1.18% | −1,910−3.2% | Reduced |
| Rocky Mountain Advisers, LLC | 57,220 | $16.6M | 5.04% | 00.0% | Unchanged |
| Stolper Co | 57,092 | $16.6M | 5.44% | −721−1.2% | Reduced |
| Independent Investors Inc | 56,934 | $16.5M | 3.60% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 56,752 | $16.5M | 1.56% | −33,745−37.3% | Reduced |
| Valicenti Advisory Services Inc | 56,714 | $16.4M | 3.84% | −151−0.3% | Reduced |
| Venator Management LLC | 56,595 | $16.4M | 4.24% | +250.0% | Added |
| Q Capital Solutions | 56,200 | $16.3M | 6.86% | +16,750+42.5% | Added |
| Perennial Advisors, LLC | 56,016 | $16.2M | 3.02% | −106−0.2% | Reduced |
| Nwi Management LP | 56,000 | $16.2M | 1.49% | 00.0% | Unchanged |
| Foster & Motley Inc | 55,962 | $16.2M | 0.94% | −1,776−3.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 55,961 | $16.2M | 2.99% | −1,728−3.0% | Reduced |
| Visionary Wealth Advisors | 55,694 | $16.1M | 0.82% | −273−0.5% | Reduced |
| Capital Fund Management S.A. | 55,639 | $16.1M | 0.18% | −440,739−88.8% | Reduced |
| Wealthcare Advisory Partners LLC | 55,485 | $16.1M | 0.37% | +3,080+5.9% | Added |
| Mengis Capital Management, Inc. | 55,465 | $16.1M | 3.42% | −826−1.5% | Reduced |
| Harbor Capital Advisors, Inc. | 55,437 | $16.1M | 0.68% | −285−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 55,429 | $16.1M | 0.21% | +2,742+5.2% | Added |
| Fulton Breakefield Broenniman LLC | 55,388 | $16.1M | 1.09% | +1,752+3.3% | Added |
| LVM Capital Management Ltd | 55,356 | $16.0M | 1.66% | +2,003+3.8% | Added |
| Magnus Financial Group LLC | 55,353 | $16.0M | 1.41% | +542+1.0% | Added |
| Harrell Investment Partners, LLC | 55,277 | $16.0M | 4.06% | +1,706+3.2% | Added |
| Capstone Financial Advisors, Inc. | 55,209 | $16.0M | 0.93% | +233+0.4% | Added |
| Radnor Capital Management, LLC | 55,165 | $16.0M | 2.55% | −369−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 68,963 | $16.0M | 1.43% | −378−0.5% | Reduced |
| Stenger Family Office, LLC | 53,319 | $16.0M | 4.20% | +53,319 | New |
| Lynch & Associates | 54,979 | $15.9M | 3.21% | −1,153−2.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 54,879 | $15.9M | 0.29% | +1,130+2.1% | Added |
| LGT Fund Management Co Ltd. | 54,715 | $15.9M | 1.39% | +19,993+57.6% | Added |
| American National Bank | 54,710 | $15.9M | 1.62% | +2,033+3.9% | Added |
| GAM Holding AG | 54,668 | $15.8M | 1.11% | −4,376−7.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 54,502 | $15.8M | 2.27% | +314+0.6% | Added |
| Community Bank of Raymore | 54,390 | $15.8M | 11.67% | −1,330−2.4% | Reduced |
| Nations Financial Group Inc, | 54,357 | $15.8M | 1.08% | −4,363−7.4% | Reduced |
| StoneX Group Inc. | 54,327 | $15.8M | 0.77% | +4,950+10.0% | Added |
| Keystone Financial Group | 54,285 | $15.7M | 1.42% | +1,342+2.5% | Added |
| EagleClaw Capital Managment, LLC | 54,068 | $15.7M | 2.34% | −875−1.6% | Reduced |
| Joel Isaacson & Co., LLC | 53,946 | $15.6M | 0.64% | +2,343+4.5% | Added |
| Beverly Hills Private Wealth, LLC | 53,737 | $15.6M | 2.92% | −343−0.6% | Reduced |
| BancorpSouth Bank | 53,692 | $15.6M | 1.02% | −718−1.3% | Reduced |
| Fundamentun, LLC | 53,513 | $15.5M | 0.71% | +641+1.2% | Added |
| Clarity Financial LLC | 53,479 | $15.5M | 1.67% | −28,773−35.0% | Reduced |
| Torray LLC | 53,404 | $15.5M | 2.25% | −8,693−14.0% | Reduced |
| Clough Capital Partners L P | 53,400 | $15.5M | 1.55% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 53,341 | $15.5M | 0.37% | +946+1.8% | Added |
| Alpine Woods Capital Investors, LLC | 53,090 | $15.4M | 3.66% | −1,361−2.5% | Reduced |
| Genus Capital Management Inc. | 53,068 | $15.4M | 1.96% | +15,715+42.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 53,028 | $15.4M | 1.81% | +3,165+6.3% | Added |
| Capital Analysts, LLC | 52,832 | $15.3M | 0.51% | −2,164−3.9% | Reduced |