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 |
|---|---|---|---|---|---|
| Kera Capital Partners, Inc. | 21,388 | $6.20M | 1.22% | +1,534+7.7% | Added |
| OneAscent Financial Services LLC | 21,321 | $6.19M | 0.44% | +1,216+6.0% | Added |
| Souders Financial Advisors | 21,320 | $6.18M | 0.79% | −1,374−6.1% | Reduced |
| Marathon Capital Management | 21,276 | $6.17M | 1.57% | −400−1.8% | Reduced |
| Vista Investment Management | 21,269 | $6.17M | 2.29% | −129−0.6% | Reduced |
| Gables Capital Management Inc. | 21,236 | $6.16M | 2.91% | −963−4.3% | Reduced |
| Coastline Trust Co | 21,225 | $6.15M | 0.70% | −256−1.2% | Reduced |
| Wittenberg Investment Management, Inc. | 21,220 | $6.15M | 2.69% | −700−3.2% | Reduced |
| MUFG Securities EMEA plc | 21,212 | $6.15M | 0.28% | +8,213+63.2% | Added |
| Carnegie Lake Advisors LLC | 21,174 | $6.14M | 2.43% | −281−1.3% | Reduced |
| Finer Wealth Management, Inc. | 21,137 | $6.13M | 3.28% | +357+1.7% | Added |
| Wakefield Asset Management LLLP | 21,106 | $6.12M | 1.71% | −344−1.6% | Reduced |
| First Pacific Financial | 21,104 | $6.12M | 0.90% | +17,755+530.2% | Added |
| Sycomore Asset Management | 29,164 | $6.12M | 0.95% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 21,394 | $6.11M | 1.49% | +131+0.6% | Added |
| Pacifica Partners Inc. | 21,276 | $6.11M | 2.48% | −329−1.5% | Reduced |
| Mather Group, LLC. | 20,997 | $6.09M | 0.07% | +79+0.4% | Added |
| Armis Advisers, LLC | 21,176 | $6.09M | 0.48% | +2,169+11.4% | Added |
| Knott David M Jr | 20,985 | $6.08M | 2.76% | 00.0% | Unchanged |
| Fire Capital Management LLC | 20,966 | $6.08M | 3.86% | +32+0.2% | Added |
| Pines Wealth Management, LLC | 20,525 | $6.08M | 2.15% | +454+2.3% | Added |
| EPG Wealth Management LLC | 20,946 | $6.07M | 1.82% | −2,515−10.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20,930 | $6.07M | 0.78% | −4,635−18.1% | Reduced |
| Connable Office Inc | 20,910 | $6.06M | 0.60% | −855−3.9% | Reduced |
| Hamel Associates, Inc. | 20,902 | $6.06M | 2.05% | −1,125−5.1% | Reduced |
| CenterBook Partners LP | 20,900 | $6.06M | 0.34% | +20,900 | New |
| Norden Group LLC | 20,892 | $6.06M | 0.66% | −275−1.3% | Reduced |
| QV Investors Inc. | 20,835 | $6.04M | 0.59% | +140+0.7% | Added |
| Banco de Sabadell, S.A | 20,825 | $6.04M | 4.18% | −31−0.1% | Reduced |
| Providence Wealth Advisors, LLC | 20,900 | $6.03M | 4.14% | +138+0.7% | Added |
| SOL Capital Management CO | 20,794 | $6.03M | 0.58% | −183−0.9% | Reduced |
| Bell Bank | 20,785 | $6.03M | 0.28% | +2,036+10.9% | Added |
| Andrew Hill Investment Advisors, Inc. | 20,760 | $6.02M | 4.84% | −23−0.1% | Reduced |
| SGL Investment Advisors, Inc. | 21,263 | $6.01M | 2.86% | +268+1.3% | Added |
| Sax Wealth Advisors, LLC | 20,729 | $6.01M | 0.36% | +1,434+7.4% | Added |
| Howard Capital Management Inc. | 20,727 | $6.01M | 0.09% | −1,550−7.0% | Reduced |
| Zullo Investment Group, Inc. | 20,718 | $6.01M | 2.44% | +65+0.3% | Added |
| Accredited Investors Inc. | 20,705 | $6.00M | 0.35% | +123+0.6% | Added |
| Main Street Financial Solutions, LLC | 20,686 | $6.00M | 0.44% | +3,818+22.6% | Added |
| Klingman & Associates, LLC | 20,662 | $5.99M | 0.33% | +1,315+6.8% | Added |
| Van Eck Associates Corp | 20,579 | $5.97M | 0.01% | −679−3.2% | Reduced |
| Catalyst Financial Partners LLC | 20,536 | $5.95M | 0.65% | +466+2.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,531 | $5.95M | 2.20% | +3,994+24.2% | Added |
| Beaumont Financial Advisors, LLC | 20,511 | $5.95M | 0.43% | −306−1.5% | Reduced |
| Wilkins Investment Counsel Inc | 20,485 | $5.94M | 0.84% | −1,085−5.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 20,399 | $5.91M | 1.36% | −1,590−7.2% | Reduced |
| Massachusetts Wealth Management | 20,379 | $5.91M | 3.33% | −445−2.1% | Reduced |
| Strategic Investment Advisors | 20,354 | $5.88M | 0.57% | −1,124−5.2% | Reduced |
| Trinity Financial Advisors LLC | 20,270 | $5.88M | 1.80% | −22−0.1% | Reduced |
| Itau Unibanco Holding S.A. | 20,255 | $5.87M | 0.22% | −139−0.7% | Reduced |
| Advisor OS, LLC | 20,252 | $5.87M | 0.58% | +47+0.2% | Added |
| Waterloo Capital, L.P. | 20,220 | $5.86M | 0.47% | +2,284+12.7% | Added |
| Tounjian Advisory Partners, LLC | 23,844 | $5.85M | 1.13% | −440−1.8% | Reduced |
| Acropolis Investment Management, LLC | 20,153 | $5.84M | 0.32% | +48+0.2% | Added |
| Central Valley Advisors, LLC | 20,132 | $5.84M | 1.99% | −340−1.7% | Reduced |
| StrongBox Wealth, LLC | 20,107 | $5.83M | 2.21% | +840+4.4% | Added |
| Alps Advisors Inc | 20,067 | $5.82M | 0.03% | −612−3.0% | Reduced |
| St. Louis Trust Co | 20,051 | $5.81M | 0.77% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 19,622 | $5.81M | 0.77% | +735+3.9% | Added |
| Resurgent Financial Advisors LLC | 20,015 | $5.80M | 3.19% | +493+2.5% | Added |
| Liberty One Investment Management, LLC | 20,013 | $5.80M | 0.59% | −2,496−11.1% | Reduced |
| Pinnacle Bancorp, Inc. | 20,011 | $5.80M | 1.79% | −282−1.4% | Reduced |
| Nicholas Investment Partners, LP | 19,967 | $5.79M | 0.52% | 00.0% | Unchanged |
| Shaker Investments LLC | 19,925 | $5.78M | 2.36% | +6,236+45.6% | Added |
| DeDora Capital, Inc. | 19,845 | $5.75M | 1.50% | −481−2.4% | Reduced |
| Headinvest, LLC | 19,829 | $5.75M | 1.22% | −5,893−22.9% | Reduced |
| Avidian Wealth Solutions, LLC | 19,826 | $5.75M | 0.23% | −147−0.7% | Reduced |
| Edgewood Management LLC | 19,776 | $5.73M | 0.02% | −140−0.7% | Reduced |
| West Oak Capital, LLC | 19,752 | $5.73M | 2.26% | −30−0.2% | Reduced |
| Joseph Group Capital Management | 19,718 | $5.72M | 1.92% | −1,642−7.7% | Reduced |
| Wasatch Advisors Inc | 19,684 | $5.71M | 0.03% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 19,672 | $5.70M | 1.26% | +19,672 | New |
| Altfest L J & Co Inc | 19,668 | $5.70M | 0.67% | −136−0.7% | Reduced |
| Financial Engines Advisors L.L.C. | 19,633 | $5.69M | 0.01% | +3,133+19.0% | Added |
| MONECO Advisors, LLC | 19,594 | $5.68M | 0.53% | +1,701+9.5% | Added |
| Intellectus Partners, LLC | 19,563 | $5.67M | 1.22% | +29+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,506 | $5.66M | 1.77% | +27+0.1% | Added |
| Kampmann Melissa S. | 19,501 | $5.65M | 4.25% | −430−2.2% | Reduced |
| Keel Point, LLC | 19,478 | $5.65M | 0.37% | +1,637+9.2% | Added |
| Tyche Wealth Partners LLC | 19,475 | $5.65M | 1.13% | +225+1.2% | Added |
| Impact Capital Partners LLC | 19,460 | $5.64M | 1.85% | +2,202+12.8% | Added |
| Zhang Financial LLC | 19,442 | $5.64M | 0.26% | +60.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 19,421 | $5.63M | 0.85% | +1,062+5.8% | Added |
| Gold Investment Management Ltd. | 19,382 | $5.63M | 2.12% | +259+1.4% | Added |
| FCG Investment Co | 19,398 | $5.62M | 2.93% | +253+1.3% | Added |
| Cobblestone Capital Advisors LLC | 19,360 | $5.61M | 0.29% | +1,448+8.1% | Added |
| White Pine Capital LLC | 19,360 | $5.61M | 1.78% | +175+0.9% | Added |
| Nvest Financial, LLC | 19,347 | $5.61M | 2.92% | +282+1.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,340 | $5.61M | 0.09% | +4,941+34.3% | Added |
| Huber Capital Management LLC | 19,333 | $5.60M | 0.95% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 19,323 | $5.60M | 0.36% | +213+1.1% | Added |
| Northcape Wealth Management, LLC | 19,322 | $5.60M | 1.71% | −460−2.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 19,309 | $5.60M | 1.37% | +104+0.5% | Added |
| Fairfield, Bush & Co. | 19,296 | $5.59M | 3.16% | −349−1.8% | Reduced |
| Harvey Investment Co LLC | 19,266 | $5.58M | 0.61% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 19,263 | $5.58M | 1.76% | −1,100−5.4% | Reduced |
| Evermay Wealth Management LLC | 19,225 | $5.57M | 0.69% | −215−1.1% | Reduced |
| Doliver Advisors, LP | 19,200 | $5.57M | 1.52% | −1,446−7.0% | Reduced |
| Lincluden Management Ltd | 19,190 | $5.56M | 0.61% | −5,230−21.4% | Reduced |
| Ameritas Advisory Services, LLC | 19,178 | $5.56M | 0.29% | −15,597−44.9% | Reduced |