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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 30,249 | $8.77M | 5.71% | −1,395−4.4% | Reduced |
| MidWestOne Financial Group, Inc. | 30,240 | $8.77M | 1.14% | +30.0% | Added |
| Union Heritage Capital, LLC | 30,205 | $8.76M | 3.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 30,180 | $8.75M | 0.07% | −148,063−83.1% | Reduced |
| Northwest Bancshares, Inc. | 30,131 | $8.74M | 1.52% | −611−2.0% | Reduced |
| Kovack Advisors, Inc. | 30,081 | $8.72M | 0.85% | −423−1.4% | Reduced |
| Drucker Wealth 3.0, LLC | 30,797 | $8.72M | 1.68% | −6,841−18.2% | Reduced |
| Skylands Capital, LLC | 30,055 | $8.71M | 1.26% | −5,230−14.8% | Reduced |
| Allen Holding Inc | 30,000 | $8.70M | 0.86% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 30,000 | $8.70M | 1.79% | +5,000+20.0% | Added |
| Kingswood Wealth Advisors, LLC | 29,999 | $8.70M | 0.69% | +324+1.1% | Added |
| Ironwood Investment Counsel, LLC | 29,993 | $8.70M | 1.34% | +3,105+11.5% | Added |
| Guyasuta Investment Advisors Inc | 29,982 | $8.69M | 0.53% | +759+2.6% | Added |
| Forte Capital LLC | 29,974 | $8.69M | 0.93% | −391−1.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 29,970 | $8.69M | 4.90% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 29,962 | $8.69M | 1.28% | −6,974−18.9% | Reduced |
| Naviter Wealth, LLC | 29,960 | $8.69M | 1.07% | +700+2.4% | Added |
| IFG Advisory, LLC | 29,924 | $8.68M | 0.44% | +229+0.8% | Added |
| Exencial Wealth Advisors, LLC | 29,821 | $8.65M | 0.30% | −289−1.0% | Reduced |
| Hall Capital Management Co Inc | 29,800 | $8.64M | 3.65% | +170+0.6% | Added |
| HCR Wealth Advisors | 29,791 | $8.64M | 1.02% | −215−0.7% | Reduced |
| Argyle Capital Management Inc. | 29,779 | $8.63M | 3.13% | +300+1.0% | Added |
| Marietta Investment Partners LLC | 29,735 | $8.62M | 1.89% | −497−1.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $8.61M | 2.43% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 29,690 | $8.61M | 1.30% | −703−2.3% | Reduced |
| Private Wealth Asset Management, LLC | 29,687 | $8.61M | 1.14% | −2,545−7.9% | Reduced |
| Wealth Effects LLC | 29,642 | $8.59M | 3.22% | +361+1.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 29,610 | $8.58M | 0.52% | −83−0.3% | Reduced |
| Oak Family Advisors, LLC | 29,591 | $8.58M | 3.10% | +10,089+51.7% | Added |
| Enterprise Bank & Trust Co | 29,540 | $8.56M | 3.20% | −315−1.1% | Reduced |
| Zevenbergen Capital Investments LLC | 29,538 | $8.56M | 0.17% | −220−0.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 29,397 | $8.52M | 2.80% | −1,666−5.4% | Reduced |
| Patient Capital Management, LLC | 29,383 | $8.52M | 0.38% | 00.0% | Unchanged |
| Amarillo National Bank | 29,300 | $8.49M | 1.58% | +27+0.1% | Added |
| Ahl Investment Management, Inc. | 29,209 | $8.47M | 5.65% | −2,427−7.7% | Reduced |
| Lincoln Capital LLC | 29,189 | $8.46M | 1.63% | −173−0.6% | Reduced |
| Gsa Capital Partners LLP | 29,173 | $8.46M | 0.59% | +25,589+714.0% | Added |
| Ameritas Investment Partners, Inc. | 29,173 | $8.46M | 0.27% | −635−2.1% | Reduced |
| Hayek Kallen Investment Management | 29,146 | $8.45M | 2.87% | +1,448+5.2% | Added |
| Concord Wealth Partners | 29,143 | $8.45M | 1.23% | +77+0.3% | Added |
| Concord Asset Management, LLC | 29,143 | $8.45M | 1.27% | +2,379+8.9% | Added |
| Texas Bank & Trust Co | 29,125 | $8.44M | 3.36% | +153+0.5% | Added |
| Guardian Wealth Advisors, LLC | 29,112 | $8.44M | 0.59% | +1,356+4.9% | Added |
| Shelter Mutual Insurance Co | 29,000 | $8.41M | 1.95% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 28,999 | $8.41M | 0.40% | −10,835−27.2% | Reduced |
| Ami Investment Management Inc | 28,994 | $8.41M | 2.17% | −1,557−5.1% | Reduced |
| Holderness Investments Co | 28,975 | $8.40M | 1.81% | +964+3.4% | Added |
| Crystal Rock Capital Management | 28,918 | $8.38M | 4.83% | +3,250+12.7% | Added |
| SeaBridge Investment Advisors LLC | 28,873 | $8.37M | 1.56% | +818+2.9% | Added |
| Essex Savings Bank | 28,823 | $8.36M | 1.99% | −394−1.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 28,818 | $8.35M | 1.38% | −1,132−3.8% | Reduced |
| Phillips Financial Management, LLC | 28,921 | $8.35M | 0.61% | +12,776+79.1% | Added |
| Compton Wealth Advisory Group, LLC | 28,772 | $8.34M | 2.11% | +57+0.2% | Added |
| Wright Investors Service Inc | 28,741 | $8.33M | 2.52% | +49+0.2% | Added |
| MTM Investment Management, LLC | 28,698 | $8.32M | 2.79% | +309+1.1% | Added |
| Strategic Blueprint, LLC | 28,685 | $8.32M | 0.41% | −7,018−19.7% | Reduced |
| Hengehold Capital Management LLC | 28,633 | $8.30M | 0.76% | −685−2.3% | Reduced |
| Parisi Gray Wealth Management | 28,619 | $8.30M | 2.38% | +184+0.6% | Added |
| Great Lakes Retirement, Inc. | 28,611 | $8.29M | 0.98% | +352+1.2% | Added |
| Lauterbach Financial Advisors, LLC | 28,606 | $8.29M | 4.56% | +18+0.1% | Added |
| Banco BTG Pactual S.A. | 28,574 | $8.28M | 1.69% | −12,916−31.1% | Reduced |
| Simon Quick Advisors, LLC | 28,523 | $8.27M | 0.42% | −2,359−7.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 28,501 | $8.26M | 0.02% | +1,317+4.8% | Added |
| Herold Advisors, Inc. | 28,425 | $8.24M | 1.73% | −1,971−6.5% | Reduced |
| Hi-Line Capital Management, LLC | 28,417 | $8.24M | 2.92% | −114−0.4% | Reduced |
| tru Independence LLC | 28,417 | $8.24M | 2.38% | −573−2.0% | Reduced |
| Marino, Stram & Associates LLC | 28,404 | $8.23M | 1.66% | +361+1.3% | Added |
| Cove Private Wealth, LLC | 28,325 | $8.21M | 2.90% | +4,813+20.5% | Added |
| Hartford Financial Management Inc. | 28,293 | $8.20M | 2.24% | −24,737−46.6% | Reduced |
| Red Cedar Investment Management, LLC | 28,289 | $8.20M | 1.04% | 00.0% | Unchanged |
| Act Two Investors LLC | 28,287 | $8.20M | 1.67% | 00.0% | Unchanged |
| Platform Technology Partners | 28,245 | $8.19M | 2.14% | +207+0.7% | Added |
| Relyea Zuckerberg Hanson LLC | 28,212 | $8.18M | 0.96% | +5,375+23.5% | Added |
| Berry Wealth Group, LP | 28,210 | $8.18M | 5.72% | +25+0.1% | Added |
| MV Capital Management, Inc. | 28,141 | $8.16M | 0.84% | −522−1.8% | Reduced |
| Manhattan West Asset Management, LLC | 28,115 | $8.15M | 1.89% | −8,595−23.4% | Reduced |
| Evergreen Private Wealth LLC | 28,080 | $8.14M | 3.41% | −284−1.0% | Reduced |
| Soundwatch Capital LLC | 13,342 | $8.14M | 1.72% | +13,342 | New |
| High Note Wealth, LLC | 28,053 | $8.13M | 1.86% | +39+0.1% | Added |
| Scissortail Wealth Management, LLC | 28,050 | $8.13M | 1.95% | +472+1.7% | Added |
| United Bank | 28,014 | $8.12M | 3.11% | +1,392+5.2% | Added |
| Alberta Investment Management Corp | 28,000 | $8.12M | 0.06% | −61,420−68.7% | Reduced |
| Codex Capital Asset Management L.L.C. | 28,000 | $8.12M | 3.25% | 00.0% | Unchanged |
| Romano Brothers and Company | 27,997 | $8.12M | 1.00% | −169−0.6% | Reduced |
| Peddock Capital Advisors, LLC | 27,993 | $8.12M | 1.88% | −93−0.3% | Reduced |
| Founders Financial Alliance, LLC | 27,895 | $8.09M | 1.84% | +385+1.4% | Added |
| Alta Capital Management LLC | 27,878 | $8.08M | 0.46% | +1,200+4.5% | Added |
| Everett Harris & Co | 27,828 | $8.07M | 0.10% | +1,429+5.4% | Added |
| Little House Capital LLC | 27,820 | $8.07M | 2.02% | −5,355−16.1% | Reduced |
| Family Legacy, Inc. | 27,667 | $8.02M | 2.61% | −1,461−5.0% | Reduced |
| Bank of New Hampshire | 27,625 | $8.01M | 1.99% | −1,363−4.7% | Reduced |
| SkyOak Wealth, LLC | 27,623 | $8.01M | 1.61% | −364−1.3% | Reduced |
| Atlas Wealth LLC | 27,524 | $7.99M | 2.92% | −137−0.5% | Reduced |
| Everhart Financial Group, Inc. | 27,501 | $7.97M | 0.92% | +1,334+5.1% | Added |
| AdvisorNet Financial, Inc | 27,475 | $7.97M | 0.51% | +521+1.9% | Added |
| Proficio Capital Partners LLC | 27,466 | $7.96M | 0.50% | +12,275+80.8% | Added |
| Occidental Asset Management, LLC | 27,445 | $7.96M | 1.10% | +1,212+4.6% | Added |
| CoreCap Advisors, LLC | 27,404 | $7.94M | 0.32% | +1,472+5.7% | Added |
| RB Capital Management, LLC | 27,396 | $7.94M | 1.80% | +540+2.0% | Added |
| Argent Advisors, Inc. | 27,384 | $7.94M | 2.45% | −1,994−6.8% | Reduced |