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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 24,003 | $6.96M | 2.96% | +65+0.3% | Added |
| Bretton Capital Management, LLC | 24,000 | $6.96M | 6.28% | 00.0% | Unchanged |
| Morton Community Bank | 23,967 | $6.95M | 1.73% | +70+0.3% | Added |
| Ausdal Financial Partners, Inc. | 23,965 | $6.95M | 0.46% | +1,343+5.9% | Added |
| Laird Norton Trust Company, LLC | 23,890 | $6.93M | 0.95% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 23,882 | $6.92M | 0.64% | −3,147−11.6% | Reduced |
| Ethos Financial Group, LLC | 23,875 | $6.92M | 0.60% | +464+2.0% | Added |
| Hudson Capital Management LLC | 23,764 | $6.89M | 1.95% | −156−0.7% | Reduced |
| Blue Edge Capital, LLC | 23,763 | $6.89M | 1.02% | +58+0.2% | Added |
| Portfolio Design Labs, LLC | 23,758 | $6.89M | 1.35% | +6,387+36.8% | Added |
| Pavion Blue Capital, LLC | 23,746 | $6.88M | 3.06% | +827+3.6% | Added |
| Connecticut Wealth Management, LLC | 23,671 | $6.86M | 0.33% | −48−0.2% | Reduced |
| Symphony Financial, Ltd. Co. | 26,836 | $6.86M | 0.90% | +18,115+207.7% | Added |
| Novem Group | 23,621 | $6.85M | 0.87% | +25+0.1% | Added |
| Formidable Asset Management, LLC | 27,905 | $6.85M | 1.14% | −67−0.2% | Reduced |
| Nicolet Bankshares Inc | 23,566 | $6.83M | 1.18% | +873+3.8% | Added |
| VeraBank, N.A. | 23,515 | $6.82M | 1.37% | +3,102+15.2% | Added |
| Monetta Financial Services Inc | 23,500 | $6.81M | 4.95% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 23,442 | $6.80M | 0.48% | +589+2.6% | Added |
| Signature Estate & Investment Advisors LLC | 23,416 | $6.79M | 0.16% | +1,909+8.9% | Added |
| TRUE Private Wealth Advisors | 23,354 | $6.77M | 0.76% | −986−4.1% | Reduced |
| Arlington Financial Advisors, LLC | 23,351 | $6.77M | 1.11% | −1,676−6.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 23,327 | $6.76M | 3.47% | −101−0.4% | Reduced |
| Pensionfund Sabic | 23,300 | $6.75M | 1.91% | +400+1.7% | Added |
| Hohimer Wealth Management, LLC | 23,281 | $6.75M | 1.20% | −407−1.7% | Reduced |
| Rockport Wealth LLC | 23,244 | $6.74M | 1.56% | +23,244 | New |
| Key Financial Inc | 23,233 | $6.74M | 1.36% | −20−0.1% | Reduced |
| Dover Advisors, LLC | 23,176 | $6.72M | 2.96% | −3,315−12.5% | Reduced |
| Midland Wealth Advisors LLC | 23,171 | $6.72M | 0.37% | −249−1.1% | Reduced |
| Bank of Stockton | 23,014 | $6.67M | 1.99% | −241−1.0% | Reduced |
| Enhancing Capital LLC | 23,000 | $6.67M | 5.08% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 22,982 | $6.66M | 1.09% | −621−2.6% | Reduced |
| West Michigan Advisors, LLC | 22,980 | $6.66M | 1.88% | +389+1.7% | Added |
| O'Rourke & Company, Inc | 22,963 | $6.66M | 3.11% | −334−1.4% | Reduced |
| Mainstay Capital Management LLC | 22,918 | $6.64M | 0.33% | +11,470+100.2% | Added |
| Perkins Coie Trust Co | 22,897 | $6.64M | 1.13% | −114−0.5% | Reduced |
| Agp Franklin, LLC | 22,882 | $6.63M | 3.51% | +293+1.3% | Added |
| K.J. Harrison & Partners Inc | 22,835 | $6.62M | 1.10% | −13,000−36.3% | Reduced |
| Nichols & Pratt Advisers LLP | 22,797 | $6.61M | 0.44% | +635+2.9% | Added |
| Waldron Private Wealth LLC | 22,796 | $6.61M | 0.29% | −692−2.9% | Reduced |
| Grandfield & Dodd, LLC | 22,746 | $6.59M | 0.39% | +478+2.1% | Added |
| NCM Capital Management, LLC | 22,710 | $6.58M | 2.70% | +51+0.2% | Added |
| SOA Wealth Advisors, LLC. | 43,706 | $6.56M | 1.23% | −725−1.6% | Reduced |
| Triangle Securities Wealth Management | 22,631 | $6.56M | 1.61% | −3,709−14.1% | Reduced |
| Cornerstone Wealth Management, LLC | 22,612 | $6.56M | 0.40% | −59−0.3% | Reduced |
| Cohen Investment Advisors LLC | 22,612 | $6.56M | 3.42% | +377+1.7% | Added |
| Kentucky Trust Co | 22,597 | $6.55M | 3.76% | −120−0.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 22,594 | $6.55M | 1.55% | +45+0.2% | Added |
| TigerOak Management, L.L.C. | 22,591 | $6.55M | 2.24% | +963+4.5% | Added |
| Second Line Capital, LLC | 22,591 | $6.55M | 1.52% | +283+1.3% | Added |
| ExodusPoint Capital Management, LP | 22,572 | $6.54M | 0.08% | −117,286−83.9% | Reduced |
| Slagle Financial, LLC | 22,550 | $6.54M | 2.63% | +615+2.8% | Added |
| Umpqua Bank | 23,109 | $6.53M | 1.99% | −1,110−4.6% | Reduced |
| IMA Wealth, Inc. | 22,496 | $6.52M | 0.71% | +216+1.0% | Added |
| Apella Capital, LLC | 22,284 | $6.51M | 0.18% | +9,588+75.5% | Added |
| Regatta Capital Group, LLC | 22,424 | $6.50M | 1.12% | +292+1.3% | Added |
| Ramirez Asset Management, Inc. | 22,415 | $6.50M | 0.98% | +7,071+46.1% | Added |
| Wynn Capital, LLC | 22,392 | $6.49M | 3.46% | −182−0.8% | Reduced |
| Family Management Corp | 22,375 | $6.49M | 0.99% | −151−0.7% | Reduced |
| Chilton Investment Co LLC | 22,355 | $6.48M | 0.14% | +2,414+12.1% | Added |
| Intrepid Financial Planning Group LLC | 22,351 | $6.48M | 2.72% | +82+0.4% | Added |
| Peachtree Investment Partners, LLC | 22,323 | $6.47M | 2.47% | +2,281+11.4% | Added |
| Sheets Smith Wealth Management | 22,313 | $6.47M | 0.76% | −75−0.3% | Reduced |
| WealthPLAN Partners, LLC | 22,195 | $6.43M | 1.04% | −3,052−12.1% | Reduced |
| Adirondack Trust Co | 22,170 | $6.43M | 2.33% | −97−0.4% | Reduced |
| Legacy CG, LLC | 22,141 | $6.42M | 1.91% | −329−1.5% | Reduced |
| WD Rutherford LLC | 22,134 | $6.42M | 2.95% | −750−3.3% | Reduced |
| Curbstone Financial Management Corp | 22,118 | $6.41M | 1.32% | +401+1.8% | Added |
| Advisors Management Group Inc | 22,113 | $6.41M | 1.21% | −375−1.7% | Reduced |
| X-Square Capital, LLC | 22,100 | $6.41M | 2.30% | −99−0.4% | Reduced |
| JT Stratford LLC | 22,072 | $6.40M | 0.97% | +283+1.3% | Added |
| Mountain Pacific Investment Advisers Inc | 22,057 | $6.39M | 0.46% | −807−3.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 22,035 | $6.39M | 1.90% | −1,014−4.4% | Reduced |
| Mathes Company, Inc. | 22,011 | $6.38M | 2.37% | −1,147−5.0% | Reduced |
| Monarch Capital Management Inc | 22,000 | $6.38M | 1.71% | −550−2.4% | Reduced |
| Bright Rock Capital Management, LLC | 22,000 | $6.38M | 1.29% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 21,975 | $6.37M | 0.16% | +213+1.0% | Added |
| Beaton Management Co. Inc. | 21,967 | $6.37M | 3.11% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 21,946 | $6.36M | 4.23% | +80.0% | Added |
| Norway Savings Bank | 21,920 | $6.35M | 3.26% | −183−0.8% | Reduced |
| Studio Investment Management LLC | 21,916 | $6.35M | 1.28% | −329−1.5% | Reduced |
| Spirit of America Management Corp | 21,892 | $6.35M | 1.32% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 21,857 | $6.34M | 2.79% | +10.0% | Added |
| Hudock, Inc. | 21,808 | $6.32M | 1.02% | +31+0.1% | Added |
| Altrius Capital Management Inc | 21,807 | $6.32M | 1.48% | −393−1.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 21,788 | $6.32M | 1.68% | +300+1.4% | Added |
| Blume Capital Management, Inc. | 21,744 | $6.30M | 1.28% | −231−1.1% | Reduced |
| InvesTrust | 21,739 | $6.30M | 2.43% | −19,775−47.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 21,725 | $6.30M | 0.75% | −482−2.2% | Reduced |
| Diversified Enterprises, LLC | 21,713 | $6.29M | 0.47% | −258−1.2% | Reduced |
| Hallmark Capital Management Inc | 21,706 | $6.29M | 0.45% | −322−1.5% | Reduced |
| Consolidated Capital Management, LLC | 21,695 | $6.29M | 2.27% | +612+2.9% | Added |
| Seascape Capital Management | 21,676 | $6.28M | 1.98% | −922−4.1% | Reduced |
| SBI Securities Co., Ltd. | 21,646 | $6.28M | 0.18% | −1,686−7.2% | Reduced |
| Aaron Wealth Advisors | 21,619 | $6.27M | 0.64% | +1,428+7.1% | Added |
| Skopos Labs, Inc. | 48,266 | $6.24M | 0.82% | +22,757+89.2% | Added |
| River Street Advisors LLC | 21,505 | $6.23M | 2.69% | +258+1.2% | Added |
| Pine Ridge Advisers LLC | 21,500 | $6.23M | 0.40% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 21,482 | $6.23M | 2.11% | +21,482 | New |
| Abacus Planning Group, Inc. | 21,414 | $6.21M | 0.92% | −91−0.4% | Reduced |