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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 52,654 | $15.3M | 0.84% | +2,060+4.1% | Added |
| Jain Global LLC | 52,603 | $15.3M | 0.24% | +52,603 | New |
| Simplicity Wealth,LLC | 52,585 | $15.2M | 0.63% | +22,740+76.2% | Added |
| Banque Pictet & Cie SA | 52,566 | $15.2M | 0.16% | −12,653−19.4% | Reduced |
| Avantax Planning Partners, Inc. | 52,525 | $15.2M | 0.48% | +927+1.8% | Added |
| Quadrature Capital Ltd | 52,522 | $15.2M | 0.26% | +52,522 | New |
| Hoertkorn Richard Charles | 52,412 | $15.2M | 6.43% | −885−1.7% | Reduced |
| Laffer Tengler Investments | 52,356 | $15.2M | 2.71% | −3,848−6.8% | Reduced |
| Buck Wealth Strategies, LLC | 52,216 | $15.1M | 2.31% | +11,674+28.8% | Added |
| Transcend Wealth Collective, LLC | 52,161 | $15.1M | 1.17% | −16,385−23.9% | Reduced |
| Baker Ellis Asset Management LLC | 52,083 | $15.1M | 2.07% | −29−0.1% | Reduced |
| Live Oak Private Wealth LLC | 52,058 | $15.1M | 2.25% | +258+0.5% | Added |
| Matthew 25 Management Corp | 52,000 | $15.1M | 4.84% | −3,000−5.5% | Reduced |
| one8zero8, LLC | 51,951 | $15.1M | 3.55% | −3,608−6.5% | Reduced |
| PDS Planning, Inc | 51,924 | $15.1M | 1.12% | +4,265+8.9% | Added |
| Colonial Trust Co | 51,886 | $15.0M | 2.19% | −346−0.7% | Reduced |
| Stratos Wealth Advisors, LLC | 51,820 | $15.0M | 0.79% | −34,957−40.3% | Reduced |
| Whalerock Point Partners, LLC | 51,753 | $15.0M | 3.24% | +163+0.3% | Added |
| Core Alternative Capital | 51,604 | $15.0M | 4.09% | −3,286−6.0% | Reduced |
| Brighton Jones LLC | 51,570 | $15.0M | 0.40% | +650+1.3% | Added |
| Kinsale Capital Group, Inc. | 51,477 | $14.9M | 3.06% | +4,716+10.1% | Added |
| Forge First Asset Management Inc. | 51,350 | $14.9M | 5.38% | +51,350 | New |
| Bridgewater Associates, LP | 51,287 | $14.9M | 0.06% | −31,180−37.8% | Reduced |
| Miramar Capital, LLC | 51,267 | $14.9M | 3.52% | +807+1.6% | Added |
| Trajan Wealth LLC | 51,193 | $14.8M | 0.73% | −1,335−2.5% | Reduced |
| Peterson Wealth Services | 51,137 | $14.8M | 4.06% | +344+0.7% | Added |
| Rokos Capital Management LLP | 51,067 | $14.8M | 0.25% | +51,067 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 50,950 | $14.8M | 0.51% | +6,467+14.5% | Added |
| Sage Mountain Advisors LLC | 50,896 | $14.8M | 0.96% | +1,916+3.9% | Added |
| Boyar Asset Management Inc. | 50,806 | $14.7M | 9.64% | −162−0.3% | Reduced |
| KG&L Capital Management,LLC | 51,210 | $14.7M | 4.33% | −1,366−2.6% | Reduced |
| Inlet Private Wealth, LLC | 50,464 | $14.6M | 3.60% | −160−0.3% | Reduced |
| Access Investment Management LLC | 50,392 | $14.6M | 4.16% | +50,392 | New |
| Rench Wealth Management, Inc. | 50,333 | $14.6M | 4.62% | −45−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 50,329 | $14.6M | 0.86% | −1,547−3.0% | Reduced |
| Ascent Wealth Partners, LLC | 50,261 | $14.6M | 1.80% | −2,526−4.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 50,187 | $14.6M | 3.30% | +101+0.2% | Added |
| Family Capital Trust Co | 49,894 | $14.5M | 5.01% | −2,109−4.1% | Reduced |
| Temasek Holdings (Private) Ltd | 49,870 | $14.5M | 0.06% | −57,861−53.7% | Reduced |
| Altrafin AG | 49,845 | $14.5M | 4.88% | +5,245+11.8% | Added |
| Wellington Shields & Co., LLC | 49,835 | $14.4M | 4.09% | +1,611+3.3% | Added |
| PFG Advisors | 49,727 | $14.4M | 0.68% | +8,097+19.4% | Added |
| YHB Investment Advisors, Inc. | 49,664 | $14.4M | 1.11% | +1,350+2.8% | Added |
| Confluence Wealth Services, Inc. | 49,639 | $14.4M | 0.79% | −140−0.3% | Reduced |
| Meitav Dash Investments Ltd | 49,674 | $14.4M | 0.22% | +7,794+18.6% | Added |
| HWG Holdings LP | 49,545 | $14.4M | 4.20% | +1,805+3.8% | Added |
| Royal Fund Management, LLC | 49,414 | $14.3M | 1.53% | −2,509−4.8% | Reduced |
| Marietta Wealth Management, LLC | 49,395 | $14.3M | 1.87% | −111−0.2% | Reduced |
| Centaurus Financial, Inc. | 49,228 | $14.3M | 0.83% | −1,222−2.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 49,148 | $14.2M | 1.17% | +637+1.3% | Added |
| Jacobs Levy Equity Management, Inc | 49,134 | $14.2M | 0.06% | +2,452+5.3% | Added |
| Flagship Harbor Advisors, LLC | 49,116 | $14.2M | 0.67% | +136+0.3% | Added |
| Baldwin Investment Management, LLC | 48,966 | $14.2M | 1.71% | −370−0.7% | Reduced |
| Belpointe Asset Management LLC | 48,391 | $14.0M | 0.58% | +7,956+19.7% | Added |
| Adalta Capital Management LLC | 48,212 | $14.0M | 7.01% | −946−1.9% | Reduced |
| Pure Financial Advisors, Inc. | 48,068 | $13.9M | 0.25% | +28,662+147.7% | Added |
| Shepherd Financial Partners LLC | 48,068 | $13.9M | 1.47% | −46−0.1% | Reduced |
| Cutler Investment Counsel LLC | 48,062 | $13.9M | 1.55% | −734−1.5% | Reduced |
| Embree Financial Group | 47,996 | $13.9M | 2.10% | +471+1.0% | Added |
| Catalytic Wealth RIA, LLC | 47,891 | $13.9M | 1.13% | +16,365+51.9% | Added |
| Stokes Family Office, LLC | 47,703 | $13.8M | 1.45% | −818−1.7% | Reduced |
| Brave Asset Management Inc | 47,682 | $13.8M | 3.77% | −981−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 47,654 | $13.8M | 0.16% | +363+0.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 47,354 | $13.7M | 2.91% | +4,859+11.4% | Added |
| Harbour Capital Advisors, LLC | 47,002 | $13.7M | 2.89% | −180−0.4% | Reduced |
| Stokes Capital Advisors, LLC | 47,312 | $13.7M | 3.36% | +1,223+2.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 47,240 | $13.7M | 3.75% | −3,461−6.8% | Reduced |
| Richard Bernstein Advisors LLC | 47,101 | $13.7M | 0.34% | −9,423−16.7% | Reduced |
| SageView Advisory Group, LLC | 45,750 | $13.6M | 0.52% | +1,676+3.8% | Added |
| Community Financial Services Group, LLC | 46,932 | $13.6M | 2.71% | +348+0.7% | Added |
| Jaffetilchin Investment Partners, LLC | 46,924 | $13.6M | 0.89% | +2,866+6.5% | Added |
| Fulcrum Capital LLC | 46,858 | $13.6M | 2.87% | −1,703−3.5% | Reduced |
| Pioneer Trust Bank N A | 46,820 | $13.6M | 3.46% | −1,006−2.1% | Reduced |
| Prosperity Consulting Group, LLC | 46,809 | $13.6M | 0.99% | +634+1.4% | Added |
| Van Hulzen Asset Management, LLC | 46,685 | $13.5M | 1.13% | −374−0.8% | Reduced |
| L & S Advisors Inc | 46,609 | $13.5M | 1.34% | +11,624+33.2% | Added |
| Cincinnati Casualty Co | 46,500 | $13.5M | 7.14% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $13.5M | 3.54% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 46,427 | $13.5M | 0.50% | −2,805−5.7% | Reduced |
| Financial Partners Group, LLC | 46,413 | $13.5M | 4.87% | −512−1.1% | Reduced |
| Coastal Bridge Advisors, LLC | 46,309 | $13.4M | 1.11% | −675−1.4% | Reduced |
| IFP Advisors, Inc | 46,303 | $13.4M | 0.38% | +583+1.3% | Added |
| Boston Family Office LLC | 46,211 | $13.4M | 0.89% | −726−1.5% | Reduced |
| Smithbridge Asset Management Inc | 46,168 | $13.4M | 2.34% | −381−0.8% | Reduced |
| Bearing Point Capital, LLC | 46,019 | $13.3M | 2.46% | +551+1.2% | Added |
| Mystic Asset Management, Inc. | 45,880 | $13.3M | 3.22% | −74−0.2% | Reduced |
| Duncker Streett & Co Inc | 45,728 | $13.3M | 2.42% | +744+1.7% | Added |
| RPG Investment Advisory, LLC | 45,612 | $13.2M | 1.64% | −44,989−49.7% | Reduced |
| Pettee Investors, Inc. | 45,596 | $13.2M | 7.91% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 45,573 | $13.2M | 2.08% | +1,581+3.6% | Added |
| Ipswich Investment Management Co., Inc. | 45,532 | $13.2M | 3.18% | +663+1.5% | Added |
| Plimoth Trust Co LLC | 45,502 | $13.2M | 3.16% | −296−0.6% | Reduced |
| Westover Capital Advisors, LLC | 45,400 | $13.2M | 2.63% | −144−0.3% | Reduced |
| Ballast Advisors LLC | 45,296 | $13.1M | 3.87% | −577−1.3% | Reduced |
| New England Asset Management Inc | 45,180 | $13.1M | 2.04% | +195+0.4% | Added |
| Thompson Investment Management, Inc. | 45,163 | $13.1M | 1.85% | −2,230−4.7% | Reduced |
| Schulhoff & Co Inc | 45,150 | $13.1M | 5.81% | −825−1.8% | Reduced |
| Brown Miller Wealth Management, LLC | 45,089 | $13.1M | 4.06% | +140.0% | Added |
| Patton Albertson Miller Group, LLC | 44,871 | $13.0M | 1.71% | −342−0.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 44,804 | $13.0M | 1.78% | −529−1.2% | Reduced |