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 |
|---|---|---|---|---|---|
| Summit Global Investments | 38,624 | $11.2M | 0.66% | +35,492+1,133.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 38,583 | $11.2M | 1.33% | −2,199−5.4% | Reduced |
| Western Wealth Management, LLC | 38,535 | $11.2M | 0.66% | +2,257+6.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 38,520 | $11.2M | 2.92% | −305−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38,484 | $11.2M | 0.39% | +329+0.9% | Added |
| Lathrop Investment Management Corp | 38,397 | $11.1M | 2.10% | +32,224+522.0% | Added |
| Paradigm Financial Partners, LLC | 38,347 | $11.1M | 1.21% | −959−2.4% | Reduced |
| Strategic Advisors LLC | 38,323 | $11.1M | 2.18% | −709−1.8% | Reduced |
| Hilton Capital Management, LLC | 38,255 | $11.1M | 0.88% | +137+0.4% | Added |
| Univest Financial Corp | 38,208 | $11.1M | 0.66% | −1,438−3.6% | Reduced |
| Advanced Asset Management Advisors Inc | 38,207 | $11.1M | 2.99% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 38,115 | $11.1M | 2.70% | −1,242−3.2% | Reduced |
| Owen LaRue, LLC | 38,003 | $11.0M | 4.68% | +793+2.1% | Added |
| Boyd Watterson Asset Management LLC | 37,977 | $11.0M | 3.47% | +684+1.8% | Added |
| Harbour Investments, Inc. | 37,909 | $11.0M | 0.28% | +1,464+4.0% | Added |
| DT Investment Partners, LLC | 37,857 | $11.0M | 0.99% | −1,805−4.6% | Reduced |
| Nordwand Advisors, LLC | 37,850 | $11.0M | 1.74% | +37,411+8,521.9% | Added |
| Apexium Financial, LP | 37,832 | $11.0M | 0.58% | −8,960−19.1% | Reduced |
| McDonald Partners LLC | 37,673 | $10.9M | 2.63% | −587−1.5% | Reduced |
| Chemistry Wealth Management LLC | 37,688 | $10.9M | 2.34% | −576−1.5% | Reduced |
| Larson Financial Group LLC | 37,634 | $10.9M | 0.44% | +3,851+11.4% | Added |
| WealthPlan Investment Management, LLC | 37,597 | $10.9M | 0.79% | +5,153+15.9% | Added |
| Security National Bank | 37,485 | $10.9M | 1.88% | +692+1.9% | Added |
| Brown Shipley& Co Ltd | 37,342 | $10.8M | 5.96% | −4,087−9.9% | Reduced |
| Arrow Capital Pty Ltd | 24,459 | $10.8M | 5.24% | +24,459 | New |
| American Trust | 37,250 | $10.8M | 1.02% | +908+2.5% | Added |
| Robertson Stephens Wealth Management, LLC | 37,229 | $10.8M | 0.37% | −4,050−9.8% | Reduced |
| Smartleaf Asset Management LLC | 37,459 | $10.8M | 0.95% | −2,670−6.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 37,012 | $10.7M | 1.91% | −3,468−8.6% | Reduced |
| Headlands Technologies LLC | 36,916 | $10.7M | 1.28% | +30,528+477.9% | Added |
| Systematic Alpha Investments, LLC | 36,804 | $10.7M | 0.38% | 00.0% | Unchanged |
| Csenge Advisory Group | 40,361 | $10.7M | 0.56% | −1,340−3.2% | Reduced |
| Soltis Investment Advisors LLC | 36,742 | $10.7M | 0.84% | −5,234−12.5% | Reduced |
| Arete Wealth Advisors, LLC | 36,728 | $10.6M | 0.76% | −31,145−45.9% | Reduced |
| Berkshire Bank | 36,614 | $10.6M | 2.42% | −1,265−3.3% | Reduced |
| Waratah Capital Advisors Ltd. | 36,603 | $10.6M | 0.72% | −16,539−31.1% | Reduced |
| Wealth Advisory Solutions, LLC | 36,554 | $10.6M | 2.68% | −318−0.9% | Reduced |
| Dean Investment Associates, LLC | 36,551 | $10.6M | 1.56% | +526+1.5% | Added |
| TFG Advisers LLC | 36,518 | $10.6M | 3.63% | +84+0.2% | Added |
| Cordatus Wealth Management LLC | 36,481 | $10.6M | 2.60% | −70−0.2% | Reduced |
| IFC Advisors LLC | 36,381 | $10.5M | 1.97% | +1,525+4.4% | Added |
| International Assets Investment Management, LLC | 1,580,159 | $10.5M | 0.85% | +1,580,159 | New |
| Blue Fin Capital, Inc. | 36,270 | $10.5M | 1.79% | +455+1.3% | Added |
| Hodges Capital Management Inc. | 36,218 | $10.5M | 1.01% | −269−0.7% | Reduced |
| Legacy Trust | 36,198 | $10.5M | 2.57% | −1,668−4.4% | Reduced |
| Commonwealth Retirement Investments LLC | 36,192 | $10.5M | 3.99% | −12,932−26.3% | Reduced |
| AlTi Global, Inc. | 36,339 | $10.5M | 0.26% | +4,751+15.0% | Added |
| Osprey Private Wealth LLC | 35,330 | $10.5M | 5.69% | +355+1.0% | Added |
| Capital Investment Counsel, LLC | 36,066 | $10.5M | 1.62% | −1,084−2.9% | Reduced |
| Trustmark National Bank Trust Department | 36,020 | $10.4M | 0.72% | +475+1.3% | Added |
| Howland Capital Management LLC | 35,994 | $10.4M | 0.43% | −1,663−4.4% | Reduced |
| Coppell Advisory Solutions LLC | 36,217 | $10.4M | 1.25% | +36,217 | New |
| Hennion & Walsh Asset Management, Inc. | 35,855 | $10.4M | 0.42% | +1,452+4.2% | Added |
| Martin Capital Partners, LLC | 35,840 | $10.4M | 4.07% | +24,560+217.7% | Added |
| Mount Yale Investment Advisors, LLC | 35,818 | $10.4M | 0.81% | +1,233+3.6% | Added |
| Qtron Investments LLC | 35,740 | $10.4M | 1.32% | +666+1.9% | Added |
| Stony Point Wealth Management Inc. | 35,716 | $10.4M | 4.41% | −972−2.6% | Reduced |
| D L Carlson Investment Group Inc | 35,594 | $10.3M | 1.88% | −1,845−4.9% | Reduced |
| Journey Strategic Wealth LLC | 35,572 | $10.3M | 0.33% | +8,693+32.3% | Added |
| Sandhill Capital Partners LLC | 35,530 | $10.3M | 0.74% | +5,280+17.5% | Added |
| Atlantic Trust, LLC | 35,462 | $10.3M | 1.95% | +1,603+4.7% | Added |
| Resonant Capital Advisors, LLC | 35,304 | $10.2M | 0.65% | +2,718+8.3% | Added |
| Gifford Fong Associates | 35,296 | $10.2M | 2.36% | 00.0% | Unchanged |
| RMR Wealth Builders | 35,237 | $10.2M | 0.93% | +1,577+4.7% | Added |
| Alpha Omega Wealth Management LLC | 35,229 | $10.2M | 1.83% | −1,761−4.8% | Reduced |
| Werlinich Asset Management, LLC | 35,197 | $10.2M | 5.57% | 00.0% | Unchanged |
| Paradiem, LLC | 35,174 | $10.2M | 2.57% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 35,152 | $10.2M | 0.86% | −3,446−8.9% | Reduced |
| Augustine Asset Management Inc | 35,150 | $10.2M | 2.73% | +370+1.1% | Added |
| Excalibur Management Corp | 35,147 | $10.2M | 3.82% | −249−0.7% | Reduced |
| Boston Research & Management Inc | 35,089 | $10.2M | 2.40% | −542−1.5% | Reduced |
| DF Dent & Co Inc | 35,045 | $10.2M | 0.13% | −3,661−9.5% | Reduced |
| SPC Financial, Inc. | 35,016 | $10.2M | 0.85% | −677−1.9% | Reduced |
| Kingdon Capital Management, L.L.C. | 35,000 | $10.1M | 1.96% | +35,000 | New |
| Jefferies Financial Group Inc. | 34,997 | $10.1M | 0.17% | +1,293+3.8% | Added |
| Bogart Wealth, LLC | 34,896 | $10.1M | 0.43% | −2,920−7.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 34,698 | $10.1M | 4.12% | +20.0% | Added |
| Asset Dedication, LLC | 34,630 | $10.0M | 0.73% | +1,517+4.6% | Added |
| Somerset Trust Co | 34,617 | $10.0M | 3.27% | −761−2.2% | Reduced |
| Columbia Asset Management | 34,590 | $10.0M | 1.97% | −955−2.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 34,502 | $10.0M | 2.63% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 34,325 | $10.0M | 1.35% | +160.0% | Added |
| DRW Securities, LLC | 34,491 | $10.0M | 0.70% | +164+0.5% | Added |
| Accurate Wealth Management, LLC | 34,668 | $9.99M | 1.53% | +2,135+6.6% | Added |
| Philadelphia Trust Co | 34,388 | $9.97M | 0.76% | −50−0.1% | Reduced |
| Founders Capital Management | 34,337 | $9.95M | 5.97% | −369−1.1% | Reduced |
| RFG Advisory, LLC | 34,327 | $9.95M | 0.23% | −206−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 34,280 | $9.94M | 1.55% | −3,678−9.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 34,253 | $9.93M | 0.49% | +1,018+3.1% | Added |
| Semmax Financial Advisors Inc. | 34,274 | $9.90M | 2.55% | −2,233−6.1% | Reduced |
| Rockline Wealth Management, LLC | 34,041 | $9.87M | 2.34% | +114+0.3% | Added |
| Hixon Zuercher, LLC | 34,030 | $9.87M | 3.19% | −4,980−12.8% | Reduced |
| Insigneo Advisory Services, LLC | 34,001 | $9.86M | 0.85% | +1,798+5.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 33,983 | $9.85M | 3.52% | +52+0.2% | Added |
| First Business Financial Services, Inc. | 33,950 | $9.84M | 0.89% | +878+2.7% | Added |
| Harvey Capital Management Inc | 33,872 | $9.84M | 2.30% | −190−0.6% | Reduced |
| West Branch Capital LLC | 33,914 | $9.83M | 2.91% | −188−0.6% | Reduced |
| Chemung Canal Trust Co | 33,773 | $9.79M | 2.06% | −12,757−27.4% | Reduced |
| Nikulski Financial, Inc. | 33,751 | $9.78M | 2.68% | +195+0.6% | Added |
| Cavalier Investments, LLC | 33,748 | $9.78M | 2.96% | −667−1.9% | Reduced |