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 |
|---|---|---|---|---|---|
| Trueblood Wealth Management, LLC | 44,793 | $13.0M | 5.43% | −1,638−3.5% | Reduced |
| Apriem Advisors | 44,774 | $13.0M | 1.38% | −6,163−12.1% | Reduced |
| Leonteq Securities AG | 44,774 | $13.0M | 0.76% | +16,273+57.1% | Added |
| Bard Financial Services, Inc. | 44,660 | $12.9M | 1.55% | −1,025−2.2% | Reduced |
| Independent Financial Group, LLC | 44,584 | $12.9M | 0.36% | −662−1.5% | Reduced |
| XML Financial, LLC | 44,371 | $12.9M | 1.12% | −733−1.6% | Reduced |
| SevenBridge Financial Group, LLC | 43,880 | $12.9M | 2.27% | −482−1.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 44,285 | $12.8M | 2.90% | +513+1.2% | Added |
| Jacobi Capital Management LLC | 44,270 | $12.8M | 0.85% | +1,239+2.9% | Added |
| Kavar Capital Partners Group, LLC | 44,254 | $12.8M | 1.84% | +1,122+2.6% | Added |
| Private Advisory Group LLC | 44,248 | $12.8M | 1.20% | +18,988+75.2% | Added |
| Bridgewater Advisors Inc. | 43,169 | $12.8M | 0.98% | +356+0.8% | Added |
| Wetzel Investment Advisors, Inc. | 44,208 | $12.8M | 5.86% | −269−0.6% | Reduced |
| 1248 Management, LLC | 44,179 | $12.8M | 4.73% | +32+0.1% | Added |
| Mirabaud Asset Management Ltd | 44,453 | $12.8M | 5.94% | +778+1.8% | Added |
| Rollins Financial Advisors, LLC | 43,950 | $12.7M | 2.03% | +1,959+4.7% | Added |
| Elk River Wealth Management, LLC | 43,946 | $12.7M | 2.19% | −373−0.8% | Reduced |
| First Western Trust Bank | 43,912 | $12.7M | 0.57% | −675−1.5% | Reduced |
| Bangor Savings Bank | 43,717 | $12.7M | 1.13% | −417−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 43,701 | $12.7M | 0.11% | −55,308−55.9% | Reduced |
| GFS Advisors, LLC | 43,535 | $12.6M | 1.73% | +43,535 | New |
| Intrust Bank NA | 43,497 | $12.6M | 1.12% | +246+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 43,462 | $12.6M | 0.18% | +15,979+58.1% | Added |
| Coerente Capital Management | 43,446 | $12.6M | 2.32% | −500−1.1% | Reduced |
| Townsend Asset Management Corp | 43,214 | $12.5M | 4.54% | −1,420−3.2% | Reduced |
| Barometer Capital Management Inc. | 43,400 | $12.5M | 3.46% | −9,213−17.5% | Reduced |
| Voleon Capital Management LP | 43,176 | $12.5M | 0.69% | −6,933−13.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 43,172 | $12.5M | 3.64% | −1,385−3.1% | Reduced |
| Xcel Wealth Management, LLC | 43,109 | $12.5M | 3.56% | −207−0.5% | Reduced |
| Wedmont Private Capital | 44,047 | $12.5M | 0.53% | +1,548+3.6% | Added |
| Allen Capital Group, LLC | 42,979 | $12.5M | 1.30% | +2,427+6.0% | Added |
| Contravisory Investment Management, Inc. | 42,940 | $12.4M | 2.45% | +93+0.2% | Added |
| Parthenon LLC | 42,898 | $12.4M | 1.42% | +85+0.2% | Added |
| Kinneret Advisory, LLC | 42,833 | $12.4M | 1.13% | −64−0.1% | Reduced |
| Cinctive Capital Management LP | 42,679 | $12.4M | 0.69% | +8,113+23.5% | Added |
| City Holding Co | 42,672 | $12.4M | 1.62% | −802−1.8% | Reduced |
| Graypoint LLC | 42,449 | $12.3M | 0.69% | +2,639+6.6% | Added |
| Icon Wealth Advisors, LLC | 42,299 | $12.3M | 0.87% | +8,016+23.4% | Added |
| Oddo BHF Asset Management SAS | 42,180 | $12.2M | 0.46% | +8,449+25.0% | Added |
| Private Trust Co NA | 42,171 | $12.2M | 1.16% | +1,255+3.1% | Added |
| Compass Wealth Management LLC | 42,167 | $12.2M | 2.91% | +71+0.2% | Added |
| Socorro Asset Management LP | 42,109 | $12.2M | 4.08% | +1,850+4.6% | Added |
| Viking Fund Management LLC | 42,000 | $12.2M | 1.67% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 41,999 | $12.2M | 2.28% | −1,705−3.9% | Reduced |
| Asset Planning Services Inc | 41,907 | $12.1M | 5.59% | −235−0.6% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 41,769 | $12.1M | 3.84% | −998−2.3% | Reduced |
| Nelson Capital Management, LLC | 41,748 | $12.1M | 1.60% | −90−0.2% | Reduced |
| McGinn Investment Management, Inc. | 41,462 | $12.0M | 7.60% | −5,250−11.2% | Reduced |
| Unison Asset Management LLC | 41,443 | $12.0M | 6.06% | +556+1.4% | Added |
| Gluskin Sheff & Assoc Inc | 41,238 | $12.0M | 1.46% | +631+1.6% | Added |
| GW Henssler & Associates Ltd | 41,235 | $12.0M | 0.64% | +29+0.1% | Added |
| Parcion Private Wealth LLC | 41,223 | $12.0M | 0.85% | +339+0.8% | Added |
| Chronos Wealth Management, LLC | 41,187 | $11.9M | 6.19% | +125+0.3% | Added |
| Greenwood Capital Associates LLC | 41,114 | $11.9M | 1.48% | +219+0.5% | Added |
| SG Americas Securities, LLC | 41,110 | $11.9M | 0.05% | −783,357−95.0% | Reduced |
| Redmond Asset Management, LLC | 41,006 | $11.9M | 2.83% | +269+0.7% | Added |
| RBF Capital, LLC | 41,000 | $11.9M | 0.59% | 00.0% | Unchanged |
| Quest Investment Management LLC | 40,997 | $11.9M | 1.31% | +1,102+2.8% | Added |
| Bridge Creek Capital Management LLC | 40,982 | $11.9M | 3.49% | −1,395−3.3% | Reduced |
| Diversify Advisory Services, LLC | 40,558 | $11.9M | 0.45% | +13,372+49.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 40,906 | $11.9M | 0.98% | −80.0% | Reduced |
| Lighthouse Investment Partners, LLC | 40,886 | $11.9M | 0.52% | −60,271−59.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 40,885 | $11.9M | 1.11% | −1,841−4.3% | Reduced |
| Citizens National Bank Trust Department | 40,731 | $11.8M | 2.35% | +1,450+3.7% | Added |
| Beacon Financial Group | 40,705 | $11.8M | 1.23% | −864−2.1% | Reduced |
| First Nebraska Trust Co | 40,671 | $11.8M | 1.13% | −320−0.8% | Reduced |
| Valmark Advisers, Inc. | 40,640 | $11.8M | 0.16% | +450+1.1% | Added |
| Advocate Group LLC | 40,519 | $11.7M | 2.10% | −1,315−3.1% | Reduced |
| Constitution Capital LLC | 40,509 | $11.7M | 5.99% | +967+2.4% | Added |
| Intact Investment Management Inc. | 40,500 | $11.7M | 0.40% | −7,500−15.6% | Reduced |
| Providence Capital Advisors, LLC | 40,413 | $11.7M | 2.15% | −2,822−6.5% | Reduced |
| NBC Securities, Inc. | 40,355 | $11.7M | 0.95% | −1,241−3.0% | Reduced |
| Anchor Investment Management, LLC | 40,297 | $11.7M | 1.02% | +334+0.8% | Added |
| Chicago Trust Co NA | 40,195 | $11.7M | 1.64% | +2,215+5.8% | Added |
| Profund Advisors LLC | 40,115 | $11.6M | 0.42% | −3,840−8.7% | Reduced |
| Oxford Financial Group Ltd | 40,072 | $11.6M | 0.69% | −937−2.3% | Reduced |
| Fusion Capital, LLC | 39,953 | $11.6M | 3.96% | +108+0.3% | Added |
| NBW Capital LLC | 39,883 | $11.6M | 2.49% | +220+0.6% | Added |
| Pitcairn Co | 39,837 | $11.5M | 0.76% | −4,644−10.4% | Reduced |
| Empire Financial Management Company, LLC | 39,819 | $11.5M | 3.33% | −20−0.1% | Reduced |
| Bank of Hawaii | 39,761 | $11.5M | 0.61% | −16,441−29.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 39,738 | $11.5M | 2.57% | +177+0.4% | Added |
| American Money Management, LLC | 39,656 | $11.5M | 2.03% | −236−0.6% | Reduced |
| Old Second National Bank of Aurora | 39,582 | $11.5M | 2.51% | −2,526−6.0% | Reduced |
| Ninety One SA (PTY) Ltd | 39,551 | $11.5M | 1.88% | −62,956−61.4% | Reduced |
| Van Strum & Towne Inc. | 39,531 | $11.5M | 3.62% | −242−0.6% | Reduced |
| Earnest Partners LLC | 39,520 | $11.5M | 0.05% | −1,533−3.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 39,510 | $11.5M | 1.97% | −1,305−3.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 39,411 | $11.4M | 7.00% | −431−1.1% | Reduced |
| Arista Wealth Management, LLC | 39,261 | $11.4M | 1.57% | +38,086+3,241.4% | Added |
| Shelton Capital Management | 39,188 | $11.4M | 0.26% | +514+1.3% | Added |
| Parkside Financial Bank & Trust | 39,181 | $11.4M | 1.23% | +6,927+21.5% | Added |
| Stablepoint Partners, LLC | 39,151 | $11.4M | 1.93% | +22+0.1% | Added |
| Mechanics Bank Trust Department | 39,058 | $11.3M | 1.62% | −320−0.8% | Reduced |
| Financial Advisory Service, Inc. | 38,982 | $11.3M | 0.84% | +2,770+7.6% | Added |
| Fulcrum Asset Management LLP | 38,959 | $11.3M | 3.22% | +38,959 | New |
| BCS Private Wealth Management, Inc. | 38,903 | $11.3M | 4.24% | +38,903 | New |
| Claro Advisors LLC | 38,886 | $11.3M | 1.86% | −4,470−10.3% | Reduced |
| BigSur Wealth Management LLC | 38,691 | $11.2M | 2.83% | −50.0% | Reduced |
| Syon Capital LLC | 38,645 | $11.2M | 0.74% | +3,747+10.7% | Added |