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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 27,375 | $7.94M | 1.38% | −314−1.1% | Reduced |
| Cigna Investments Inc | 27,360 | $7.93M | 1.36% | −920−3.3% | Reduced |
| Kennedy Capital Management, Inc. | 27,330 | $7.92M | 0.19% | −4,688−14.6% | Reduced |
| Agate Pass Investment Management, LLC | 27,313 | $7.92M | 3.25% | −286−1.0% | Reduced |
| Charles Schwab Trust Co | 27,191 | $7.88M | 0.59% | +524+2.0% | Added |
| Modus Advisors, LLC | 27,191 | $7.88M | 2.34% | +145+0.5% | Added |
| Delta Capital Management LLC | 27,170 | $7.88M | 4.41% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 27,154 | $7.87M | 1.44% | +3,796+16.3% | Added |
| Amica Mutual Insurance Co | 27,121 | $7.86M | 0.76% | +6,000+28.4% | Added |
| Sitrin Capital Management LLC | 27,085 | $7.85M | 4.01% | −2,637−8.9% | Reduced |
| Stonebridge Financial Group, LLC | 26,941 | $7.81M | 0.76% | −562−2.0% | Reduced |
| Caliber Wealth Management, LLC | 26,928 | $7.81M | 0.84% | +283+1.1% | Added |
| GeoWealth Management, LLC | 26,923 | $7.81M | 0.30% | +157+0.6% | Added |
| McKinley Carter Wealth Services, Inc. | 26,884 | $7.79M | 0.43% | +951+3.7% | Added |
| J. W. Coons Advisors, LLC | 26,832 | $7.78M | 1.76% | +230+0.9% | Added |
| First PREMIER Bank | 26,821 | $7.78M | 1.88% | +53+0.2% | Added |
| Investors Asset Management of Georgia Inc | 26,796 | $7.77M | 3.59% | −331−1.2% | Reduced |
| Capital Investment Advisory Services, LLC | 26,726 | $7.75M | 0.63% | +3,049+12.9% | Added |
| MSH Capital Advisors LLC | 26,725 | $7.75M | 2.23% | +98+0.4% | Added |
| Smithfield Trust Co | 26,692 | $7.74M | 0.37% | −195−0.7% | Reduced |
| Consolidated Investment Group LLC | 26,702 | $7.74M | 1.04% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 26,688 | $7.74M | 1.22% | +1,497+5.9% | Added |
| BNC Wealth Management, LLC | 26,633 | $7.72M | 2.29% | +614+2.4% | Added |
| Mattern Wealth Management LLC | 26,575 | $7.70M | 1.60% | −297−1.1% | Reduced |
| Strategic Financial Services, Inc, | 26,520 | $7.69M | 0.41% | −535−2.0% | Reduced |
| Cherokee Insurance Co | 26,510 | $7.69M | 3.35% | 00.0% | Unchanged |
| Palmer Knight Co | 26,489 | $7.68M | 3.27% | −6,719−20.2% | Reduced |
| McRae Capital Management Inc | 26,452 | $7.67M | 1.57% | −223−0.8% | Reduced |
| Covenant Asset Management, LLC | 26,425 | $7.66M | 1.57% | +296+1.1% | Added |
| Liberty Capital Management, Inc. | 26,397 | $7.65M | 1.54% | +138+0.5% | Added |
| Arrow Financial Corp | 26,321 | $7.63M | 0.80% | −594−2.2% | Reduced |
| Kensington Investment Counsel, LLC | 26,228 | $7.60M | 3.26% | +662+2.6% | Added |
| Old Port Advisors | 26,201 | $7.60M | 2.07% | −93−0.4% | Reduced |
| LVW Advisors, LLC | 26,183 | $7.59M | 0.85% | −579−2.2% | Reduced |
| Bowman & Co S.C. | 26,142 | $7.58M | 3.38% | +255+1.0% | Added |
| Uncommon Cents Investing LLC | 26,128 | $7.57M | 2.03% | +287+1.1% | Added |
| Trifecta Capital Advisors, LLC | 26,124 | $7.57M | 1.26% | +2,227+9.3% | Added |
| Integrated Investment Consultants, LLC | 26,045 | $7.55M | 1.48% | −3,744−12.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 26,033 | $7.55M | 0.17% | −885−3.3% | Reduced |
| Broadleaf Partners, LLC | 26,015 | $7.54M | 1.66% | +12,442+91.7% | Added |
| Silvant Capital Management LLC | 25,972 | $7.53M | 0.28% | 00.0% | Unchanged |
| Argentarii, LLC | 25,952 | $7.52M | 3.45% | −158−0.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 25,902 | $7.51M | 1.84% | −4,068−13.6% | Reduced |
| Scott & Selber, Inc. | 25,879 | $7.50M | 2.09% | +21+0.1% | Added |
| Lee Danner & Bass Inc | 25,865 | $7.50M | 0.58% | −1,722−6.2% | Reduced |
| CX Institutional | 25,830 | $7.49M | 0.26% | +1,220+5.0% | Added |
| Am Investment Strategies LLC | 25,786 | $7.47M | 1.76% | −274−1.1% | Reduced |
| Avaii Wealth Management, LLC | 25,739 | $7.46M | 3.32% | +5,931+29.9% | Added |
| Jericho Financial, LLP | 25,730 | $7.46M | 4.92% | −372−1.4% | Reduced |
| Papp L Roy & Associates | 25,719 | $7.46M | 0.89% | 00.0% | Unchanged |
| Monetary Management Group Inc | 25,649 | $7.44M | 1.83% | +50+0.2% | Added |
| Moloney Securities Asset Management, LLC | 25,614 | $7.43M | 0.92% | +3,142+14.0% | Added |
| Investment Research & Advisory Group, Inc. | 25,608 | $7.42M | 2.78% | +147+0.6% | Added |
| Premier Path Wealth Partners, LLC | 25,508 | $7.40M | 1.03% | +1,060+4.3% | Added |
| RKL Wealth Management LLC | 25,473 | $7.38M | 0.65% | +17+0.1% | Added |
| BFSG, LLC | 25,436 | $7.37M | 0.82% | −210−0.8% | Reduced |
| Saranac Partners Ltd | 25,351 | $7.35M | 3.90% | −284−1.1% | Reduced |
| Nwam LLC | 24,767 | $7.31M | 0.42% | +4,697+23.4% | Added |
| Midwest Professional Planners, LTD. | 25,212 | $7.31M | 1.92% | +185+0.7% | Added |
| Rowland & Co Investment Counsel | 25,116 | $7.28M | 1.50% | +15+0.1% | Added |
| Trustco Bank Corp N Y | 25,091 | $7.27M | 7.12% | +2,446+10.8% | Added |
| Atlas Brown,Inc. | 25,034 | $7.26M | 2.33% | +144+0.6% | Added |
| Roberts Wealth Advisors, LLC | 25,012 | $7.25M | 2.08% | +151+0.6% | Added |
| Eos Management, L.P. | 25,000 | $7.25M | 3.14% | 00.0% | Unchanged |
| Athena Investment Management | 24,925 | $7.23M | 4.04% | −266−1.1% | Reduced |
| Peloton Wealth Strategists | 24,925 | $7.23M | 2.90% | −400−1.6% | Reduced |
| Brentview Investment Management LLC | 24,924 | $7.23M | 3.65% | −450−1.8% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 24,902 | $7.22M | 4.49% | −614−2.4% | Reduced |
| Citizens & Northern Corp | 24,901 | $7.22M | 1.93% | −1,140−4.4% | Reduced |
| Granite Bay Wealth Management, LLC | 24,843 | $7.20M | 2.31% | −42−0.2% | Reduced |
| Dudley Capital Management, LLC | 24,831 | $7.20M | 3.61% | −20−0.1% | Reduced |
| Green Square Capital Advisors LLC | 24,792 | $7.19M | 0.85% | −2,000−7.5% | Reduced |
| Mount Vernon Associates Inc | 24,772 | $7.18M | 5.19% | −212−0.8% | Reduced |
| Quantitative Investment Management, LLC | 24,775 | $7.18M | 0.96% | +15,305+161.6% | Added |
| Baader Bank INC | 25,090 | $7.15M | 0.62% | −3,931−13.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 24,648 | $7.15M | 1.73% | +35+0.1% | Added |
| Cim Investment Mangement Inc | 26,916 | $7.14M | 1.36% | +13,156+95.6% | Added |
| Gilliland Jeter Wealth Management LLC | 24,586 | $7.13M | 2.32% | −207−0.8% | Reduced |
| Walter Public Investments Inc. | 24,547 | $7.12M | 1.21% | −33,777−57.9% | Reduced |
| Lee Johnson Capital Management, LLC | 24,494 | $7.10M | 2.44% | +6,481+36.0% | Added |
| Malaga Cove Capital, LLC | 24,478 | $7.10M | 2.79% | −713−2.8% | Reduced |
| Trust Point Inc. | 24,421 | $7.08M | 0.67% | +2,432+11.1% | Added |
| Patrick M Sweeney & Associates, Inc | 23,917 | $7.08M | 4.87% | −12−0.1% | Reduced |
| Fragasso Group Inc. | 24,348 | $7.06M | 0.48% | +1,543+6.8% | Added |
| Clarius Group, LLC | 24,335 | $7.06M | 0.41% | −402−1.6% | Reduced |
| Aspiriant, LLC | 24,330 | $7.05M | 0.22% | −1,923−7.3% | Reduced |
| SeaCrest Wealth Management, LLC | 24,323 | $7.05M | 0.77% | −4,757−16.4% | Reduced |
| Northern Oak Wealth Management Inc | 24,319 | $7.05M | 0.89% | −121−0.5% | Reduced |
| S&CO Inc | 24,318 | $7.05M | 0.45% | −112−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 24,317 | $7.05M | 1.55% | +284+1.2% | Added |
| Gradient Capital Advisors, LLC | 24,274 | $7.04M | 2.08% | +245+1.0% | Added |
| Sunbelt Securities, Inc. | 29,349 | $7.04M | 0.62% | +3,783+14.8% | Added |
| Icon Advisers Inc | 24,237 | $7.03M | 1.60% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 24,192 | $7.01M | 1.71% | −120−0.5% | Reduced |
| Greenfield Savings Bank | 24,152 | $7.00M | 3.18% | +101+0.4% | Added |
| Harbor Advisors LLC | 24,148 | $7.00M | 1.15% | 00.0% | Unchanged |
| Optimas Capital Ltd | 24,100 | $6.99M | 7.37% | +929+4.0% | Added |
| Shoker Investment Counsel, Inc. | 24,037 | $6.97M | 2.18% | −173−0.7% | Reduced |
| Virginia Wealth Management Group, Inc. | 24,023 | $6.96M | 4.23% | +270+1.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 24,014 | $6.96M | 3.11% | −65−0.3% | Reduced |