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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 33,705 | $9.77M | 0.29% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33,691 | $9.77M | 0.44% | +985+3.0% | Added |
| Clarity Wealth Advisors, LLC | 33,684 | $9.77M | 2.41% | +186+0.6% | Added |
| Koshinski Asset Management, Inc. | 33,651 | $9.76M | 0.74% | +1,596+5.0% | Added |
| New Hampshire Trust | 33,566 | $9.73M | 2.03% | −70.0% | Reduced |
| Evoke Wealth, LLC | 33,502 | $9.71M | 0.23% | +4,925+17.2% | Added |
| Rehmann Capital Advisory Group | 33,381 | $9.68M | 0.59% | +1,383+4.3% | Added |
| Verition Fund Management LLC | 33,309 | $9.66M | 0.06% | −631−1.9% | Reduced |
| Essex LLC | 33,279 | $9.65M | 1.90% | −992−2.9% | Reduced |
| Schmidt P J Investment Management Inc | 33,248 | $9.64M | 1.67% | −29−0.1% | Reduced |
| M Holdings Securities, Inc. | 33,168 | $9.59M | 1.64% | +6,905+26.3% | Added |
| Pegasus Asset Management, Inc. | 33,061 | $9.58M | 3.28% | +505+1.6% | Added |
| CFM Wealth Partners LLC | 33,038 | $9.58M | 1.52% | +206+0.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $9.57M | 2.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 32,967 | $9.56M | 0.87% | +750+2.3% | Added |
| GM Advisory Group, Inc. | 32,866 | $9.53M | 0.47% | +3,946+13.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 32,848 | $9.52M | 1.09% | +2,224+7.3% | Added |
| Bill Few Associates, Inc. | 32,844 | $9.52M | 2.70% | −491−1.5% | Reduced |
| Everpar Advisors LLC | 32,839 | $9.52M | 4.33% | +470+1.5% | Added |
| Brick & Kyle, Associates | 32,813 | $9.51M | 4.22% | −27−0.1% | Reduced |
| Exchange Capital Management, Inc. | 32,762 | $9.50M | 1.42% | −563−1.7% | Reduced |
| Stonebrook Private Inc. | 32,870 | $9.47M | 2.22% | +315+1.0% | Added |
| Covington Investment Advisors Inc. | 32,662 | $9.47M | 1.35% | −1,078−3.2% | Reduced |
| Beutel, Goodman & Co Ltd. | 32,650 | $9.46M | 0.05% | −2,838−8.0% | Reduced |
| Capital Asset Advisory Services LLC | 32,582 | $9.46M | 0.44% | −2,161−6.2% | Reduced |
| Checchi Capital Advisers, LLC | 32,549 | $9.44M | 0.66% | −2,008−5.8% | Reduced |
| White Pine Investment CO | 32,519 | $9.43M | 2.35% | −1,612−4.7% | Reduced |
| Maltese Capital Management LLC | 32,500 | $9.42M | 1.32% | −10,000−23.5% | Reduced |
| Cottage Street Advisors LLC | 32,490 | $9.42M | 4.90% | −1,024−3.1% | Reduced |
| Trust Asset Management LLC | 32,424 | $9.40M | 0.70% | 00.0% | Unchanged |
| Lake Street Financial LLC | 32,422 | $9.40M | 1.34% | −272−0.8% | Reduced |
| Avestar Capital, LLC | 32,323 | $9.37M | 0.68% | +2,807+9.5% | Added |
| Golden State Equity Partners | 32,298 | $9.36M | 1.73% | +214+0.7% | Added |
| Nilsine Partners, LLC | 32,275 | $9.36M | 0.95% | −480−1.5% | Reduced |
| First Interstate Bank | 32,248 | $9.35M | 0.55% | −6,473−16.7% | Reduced |
| Evexia Wealth LLC | 32,081 | $9.34M | 2.94% | −4,413−12.1% | Reduced |
| Chapin Davis, Inc. | 32,140 | $9.32M | 2.58% | +1,010+3.2% | Added |
| Arjuna Capital | 32,021 | $9.28M | 2.45% | −1,518−4.5% | Reduced |
| Change Path, LLC | 31,967 | $9.27M | 0.24% | +2,662+9.1% | Added |
| Ransom Advisory, Ltd | 31,964 | $9.27M | 4.37% | −410−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 31,950 | $9.26M | 0.43% | +13,821+76.2% | Added |
| Heritage Wealth Management, Inc. | 31,743 | $9.20M | 2.98% | −714−2.2% | Reduced |
| Financial Strategies Group, Inc. | 32,043 | $9.19M | 1.92% | +1,313+4.3% | Added |
| Sentinel Trust Co Lba | 31,689 | $9.19M | 1.00% | +70.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 31,688 | $9.19M | 1.71% | +63+0.2% | Added |
| Pathway Financial Advisers, LLC | 31,678 | $9.18M | 2.97% | +244+0.8% | Added |
| NatWest Group plc | 31,617 | $9.17M | 2.71% | −30,026−48.7% | Reduced |
| WCG Wealth Advisors LLC | 31,601 | $9.16M | 0.59% | −269−0.8% | Reduced |
| DCM Advisors, LLC | 31,582 | $9.16M | 3.92% | +2,919+10.2% | Added |
| WealthShield Partners, LLC | 31,485 | $9.13M | 1.10% | −537−1.7% | Reduced |
| Focus Financial Network, Inc. | 31,480 | $9.13M | 0.36% | −3,491−10.0% | Reduced |
| Field & Main Bank | 31,459 | $9.12M | 2.97% | −1,302−4.0% | Reduced |
| TownSquare Capital, LLC | 31,432 | $9.11M | 0.89% | −166,483−84.1% | Reduced |
| Capital Insight Partners, LLC | 31,422 | $9.11M | 1.58% | −1,328−4.1% | Reduced |
| Baugh & Associates, LLC | 33,593 | $9.10M | 4.74% | −1,663−4.7% | Reduced |
| Mirabaud & Cie SA | 31,345 | $9.09M | 2.89% | −1,861−5.6% | Reduced |
| Washington Trust Advisors, Inc. | 31,328 | $9.08M | 0.74% | −288−0.9% | Reduced |
| Harbor Advisory Corp | 31,328 | $9.08M | 2.89% | −2,332−6.9% | Reduced |
| Savvy Advisors, Inc. | 31,318 | $9.08M | 0.61% | +9,559+43.9% | Added |
| RDA Financial Network | 31,315 | $9.08M | 2.45% | +794+2.6% | Added |
| Paradigm Asset Management Co LLC | 31,291 | $9.07M | 2.24% | +2,900+10.2% | Added |
| Meiji Yasuda Life Insurance Co | 31,284 | $9.07M | 0.27% | −94,471−75.1% | Reduced |
| Grove Bank & Trust | 31,252 | $9.06M | 1.13% | +43+0.1% | Added |
| DLK Investment Management, LLC | 31,234 | $9.05M | 3.42% | +619+2.0% | Added |
| Gryphon Financial Partners LLC | 31,230 | $9.05M | 1.18% | +3,383+12.1% | Added |
| MSA Advisors, LLC | 31,200 | $9.05M | 2.27% | 00.0% | Unchanged |
| BBR Partners, LLC | 31,171 | $9.04M | 0.56% | −1,555−4.8% | Reduced |
| Diversify Wealth Management, LLC | 30,845 | $9.03M | 0.56% | +2,224+7.8% | Added |
| Sompo Asset Management Co., Ltd. | 31,021 | $8.99M | 1.56% | −356−1.1% | Reduced |
| Strategic Planning Group, LLC | 30,998 | $8.99M | 1.46% | +1,400+4.7% | Added |
| Citizens Business Bank | 30,994 | $8.99M | 1.75% | +902+3.0% | Added |
| Signal Advisors Wealth, LLC | 30,994 | $8.99M | 0.70% | +3,136+11.3% | Added |
| Bedel Financial Consulting, Inc. | 30,980 | $8.98M | 1.23% | −95−0.3% | Reduced |
| Ironvine Capital Partners, LLC | 30,971 | $8.98M | 0.93% | 00.0% | Unchanged |
| E&G Advisors, LP | 31,016 | $8.97M | 2.33% | −797−2.5% | Reduced |
| Leuthold Group, LLC | 30,882 | $8.95M | 1.07% | −516−1.6% | Reduced |
| Overbrook Management Corp | 30,862 | $8.95M | 1.67% | +467+1.5% | Added |
| NTV Asset Management LLC | 30,792 | $8.93M | 1.07% | −376−1.2% | Reduced |
| Abbot Financial Management, Inc. | 30,772 | $8.92M | 4.11% | −399−1.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 51,803 | $8.92M | 1.98% | −3,976−7.1% | Reduced |
| Udine Wealth Management, Inc. | 30,752 | $8.92M | 5.33% | −2,042−6.2% | Reduced |
| Summerhill Capital Management lnc. | 30,741 | $8.91M | 10.00% | −162−0.5% | Reduced |
| L2 Asset Management, LLC | 30,731 | $8.91M | 1.46% | −76−0.2% | Reduced |
| Sava Infond d.o.o. | 30,725 | $8.91M | 1.39% | +2,250+7.9% | Added |
| HORAN Wealth, LLC | 30,714 | $8.90M | 2.73% | +30,714 | New |
| Indiana Trust & Investment Management CO | 30,703 | $8.90M | 2.94% | +305+1.0% | Added |
| Brooks, Moore & Associates, Inc. | 30,034 | $8.90M | 4.80% | +132+0.4% | Added |
| Hillsdale Investment Management Inc. | 30,652 | $8.89M | 0.33% | +24,110+368.5% | Added |
| William B. Walkup & Associates, Inc. | 30,579 | $8.87M | 5.22% | −20.0% | Reduced |
| Concorde Financial Corp | 30,547 | $8.86M | 5.24% | +63+0.2% | Added |
| McBroom & Associates, LLC | 36,084 | $8.85M | 5.06% | 00.0% | Unchanged |
| Cooper Capital Advisors LLC | 30,522 | $8.85M | 8.54% | +119+0.4% | Added |
| Stamos Capital Partners, L.P. | 30,505 | $8.84M | 1.59% | +12,091+65.7% | Added |
| Archford Capital Strategies, LLC | 30,501 | $8.84M | 1.13% | +3,619+13.5% | Added |
| HGK Asset Management Inc | 30,492 | $8.84M | 1.51% | +685+2.3% | Added |
| Ossiam | 30,452 | $8.83M | 0.10% | −1,982−6.1% | Reduced |
| Stone Point Wealth LLC | 30,424 | $8.82M | 2.73% | −343−1.1% | Reduced |
| Patten Group, Inc. | 30,358 | $8.80M | 1.86% | −536−1.7% | Reduced |
| Hoey Investments, Inc | 30,331 | $8.79M | 1.32% | −2,847−8.6% | Reduced |
| Addison Capital Co | 30,298 | $8.78M | 3.05% | +212+0.7% | Added |