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 |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 19,175 | $5.56M | 0.78% | −1,085−5.4% | Reduced |
| Princeton Capital Management LLC | 19,113 | $5.54M | 1.65% | +116+0.6% | Added |
| Long Run Wealth Advisors, LLC | 19,110 | $5.54M | 1.16% | −2,675−12.3% | Reduced |
| Moseley Investment Management Inc | 19,107 | $5.54M | 1.91% | +395+2.1% | Added |
| Piscataqua Savings Bank | 19,072 | $5.53M | 4.62% | −175−0.9% | Reduced |
| Chesapeake Asset Management LLC | 19,053 | $5.52M | 5.02% | −141−0.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 19,050 | $5.52M | 1.47% | +19,050 | New |
| Group One Trading, L.P. | 19,035 | $5.52M | 0.18% | +19,035 | New |
| Tranquility Partners, LLC | 19,034 | $5.52M | 1.97% | −49−0.3% | Reduced |
| Prudent Man Advisors, LLC | 19,019 | $5.51M | 1.75% | +1,887+11.0% | Added |
| Huntleigh Advisors, Inc. | 19,015 | $5.51M | 1.06% | +139+0.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,000 | $5.51M | 2.87% | −2,000−9.5% | Reduced |
| Marest Capital, LLC | 18,989 | $5.51M | 4.28% | +1,941+11.4% | Added |
| Generali Investments, Management Co LLC | 18,991 | $5.50M | 1.24% | +169+0.9% | Added |
| Fischer Financial Services, Inc. | 18,989 | $5.50M | 1.62% | −361−1.9% | Reduced |
| Miller Investment Management, LP | 18,935 | $5.49M | 0.58% | 00.0% | Unchanged |
| Permanens Capital L.P. | 18,876 | $5.47M | 0.75% | +2,092+12.5% | Added |
| Wisconsin Capital Management LLC | 18,861 | $5.47M | 3.02% | +18,861 | New |
| Bank Ozk | 18,849 | $5.46M | 2.09% | −537−2.8% | Reduced |
| Canton Hathaway, LLC | 18,839 | $5.46M | 1.11% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 18,824 | $5.46M | 0.62% | −439−2.3% | Reduced |
| Benin Management CORP | 18,803 | $5.45M | 1.42% | +1,240+7.1% | Added |
| BOK Financial Private Wealth, Inc. | 18,788 | $5.45M | 0.36% | −2,312−11.0% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,784 | $5.45M | 1.24% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 18,734 | $5.43M | 0.76% | −285−1.5% | Reduced |
| Ocean Capital Management, LLC | 18,686 | $5.42M | 1.19% | −357−1.9% | Reduced |
| TTP Investments, Inc. | 18,685 | $5.42M | 1.78% | +18+0.1% | Added |
| Processus Wealth & Capital Management, LLC | 18,668 | $5.41M | 4.28% | +274+1.5% | Added |
| Sculati Wealth Management, LLC | 18,651 | $5.41M | 2.03% | −433−2.3% | Reduced |
| KKM Financial LLC | 18,645 | $5.41M | 1.88% | +3,925+26.7% | Added |
| Virtu Financial LLC | 18,567 | $5.38M | 0.27% | +18,567 | New |
| Leisure Capital Management | 18,547 | $5.38M | 2.03% | −320−1.7% | Reduced |
| Winthrop Advisory Group LLC | 18,507 | $5.37M | 0.52% | +909+5.2% | Added |
| Schonfeld Strategic Advisors LLC | 18,474 | $5.36M | 0.04% | +7,120+62.7% | Added |
| Aureus Asset Management, LLC | 18,440 | $5.35M | 0.34% | −72−0.4% | Reduced |
| Voya Financial Advisors, Inc. | 18,547 | $5.32M | 0.54% | −2,704−12.7% | Reduced |
| Hedeker Wealth, LLC | 18,359 | $5.32M | 1.24% | −106−0.6% | Reduced |
| Capital City Trust Co | 18,336 | $5.32M | 1.38% | +1,213+7.1% | Added |
| Missouri Trust & Investment Co | 18,332 | $5.31M | 1.74% | −89−0.5% | Reduced |
| BCGM Wealth Management, LLC | 18,250 | $5.29M | 1.49% | −75−0.4% | Reduced |
| Graybill Bartz & Assoc Ltd | 18,200 | $5.28M | 1.72% | +150+0.8% | Added |
| Guerra Pan Advisors, LLC | 18,186 | $5.27M | 3.48% | +315+1.8% | Added |
| Blueprint Investment Partners LLC | 18,181 | $5.27M | 0.93% | −5,603−23.6% | Reduced |
| Smith, Moore & Co. | 18,172 | $5.27M | 0.44% | +891+5.2% | Added |
| Opinicus Capital, Inc. | 18,157 | $5.26M | 4.00% | −16−0.1% | Reduced |
| KPP Advisory Services LLC | 18,131 | $5.26M | 0.87% | +1,114+6.5% | Added |
| Archer Investment Corp | 18,118 | $5.25M | 1.25% | +45+0.2% | Added |
| Continuum Advisory, LLC | 18,101 | $5.25M | 0.63% | +876+5.1% | Added |
| Investment Partners, Ltd. | 18,093 | $5.25M | 1.99% | −1,895−9.5% | Reduced |
| Oak Asset Management, LLC | 18,088 | $5.24M | 1.88% | −80−0.4% | Reduced |
| Good Life Advisors, LLC | 18,075 | $5.24M | 0.33% | +70.0% | Added |
| Watts Gwilliam & Co., LLC | 16,711 | $5.23M | 0.86% | −214−1.3% | Reduced |
| Quadcap Wealth Management, LLC | 18,026 | $5.23M | 0.66% | −14−0.1% | Reduced |
| 3Chopt Investment Partners, LLC | 17,993 | $5.22M | 1.25% | −75−0.4% | Reduced |
| United Advisor Group, LLC | 17,939 | $5.20M | 0.90% | +1,168+7.0% | Added |
| Eclectic Associates Inc | 17,934 | $5.20M | 1.13% | +1,512+9.2% | Added |
| Mayflower Financial Advisors, LLC | 17,916 | $5.19M | 0.72% | −711−3.8% | Reduced |
| Forza Wealth Management, LLC | 17,907 | $5.19M | 2.13% | −36−0.2% | Reduced |
| True North Advisors, LLC | 17,904 | $5.19M | 0.99% | −2,755−13.3% | Reduced |
| Aspen Investment Management Inc | 17,898 | $5.19M | 2.18% | −29−0.2% | Reduced |
| L.M. Kohn & Company | 17,895 | $5.19M | 1.40% | −475−2.6% | Reduced |
| Certified Advisory Corp | 17,889 | $5.19M | 0.54% | −3,740−17.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 17,867 | $5.18M | 1.42% | −70−0.4% | Reduced |
| Investment Advisory Services Inc | 17,862 | $5.18M | 1.73% | +279+1.6% | Added |
| Sweeney & Michel, LLC | 18,050 | $5.18M | 1.84% | −186−1.0% | Reduced |
| Affinity Wealth Management LLC | 17,856 | $5.18M | 0.83% | −11−0.1% | Reduced |
| Angeles Wealth Management, LLC | 17,854 | $5.18M | 0.36% | −133−0.7% | Reduced |
| XTX Topco Ltd | 17,842 | $5.17M | 0.21% | +17,842 | New |
| Raab & Moskowitz Asset Management LLC | 17,837 | $5.17M | 1.23% | −1,334−7.0% | Reduced |
| NWF Advisory Services Inc. | 17,826 | $5.17M | 0.62% | +2,132+13.6% | Added |
| IPG Investment Advisors LLC | 17,812 | $5.16M | 1.01% | −917−4.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 17,801 | $5.16M | 0.20% | +1,482+9.1% | Added |
| Tiemann Investment Advisors, LLC | 17,768 | $5.15M | 2.11% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 17,745 | $5.14M | 0.05% | −3,062−14.7% | Reduced |
| Castle Rock Wealth Management, LLC | 17,607 | $5.14M | 1.20% | +6,087+52.8% | Added |
| Home Federal Bank of Tennessee | 17,708 | $5.13M | 1.46% | 00.0% | Unchanged |
| LRI Investments, LLC | 40,608 | $5.13M | 0.44% | +105+0.3% | Added |
| Northstar Advisory Group, LLC | 17,702 | $5.13M | 2.50% | +10,778+155.7% | Added |
| First United Bank Trust | 17,684 | $5.13M | 1.79% | −218−1.2% | Reduced |
| Marvin & Palmer Associates Inc | 17,672 | $5.12M | 4.39% | +4,873+38.1% | Added |
| Brookmont Capital Management | 17,665 | $5.12M | 2.94% | −3,232−15.5% | Reduced |
| Alpine Bank Wealth Management | 17,649 | $5.12M | 0.77% | −127−0.7% | Reduced |
| WP Advisors, LLC | 17,596 | $5.10M | 1.40% | +395+2.3% | Added |
| Transatlantique Private Wealth LLC | 17,591 | $5.10M | 1.88% | −1,229−6.5% | Reduced |
| Viewpoint Investment Partners Corp | 17,590 | $5.10M | 2.79% | +10,095+134.7% | Added |
| Wealth Alliance | 17,560 | $5.09M | 0.57% | +719+4.3% | Added |
| Hudson Value Partners, LLC | 17,557 | $5.09M | 1.76% | +2,210+14.4% | Added |
| Bank Hapoalim BM | 17,527 | $5.08M | 0.69% | −1,581−8.3% | Reduced |
| Worth Financial Advisory Group, LLC | 17,488 | $5.07M | 3.11% | +72+0.4% | Added |
| Mirabella Financial Services LLP | 17,402 | $5.07M | 0.53% | −43,397−71.4% | Reduced |
| Mattson Financial Services, LLC | 17,442 | $5.06M | 1.36% | +252+1.5% | Added |
| Buckhead Capital Management LLC | 17,417 | $5.05M | 1.95% | −12,037−40.9% | Reduced |
| Principal Street Partners, LLC | 17,399 | $5.04M | 0.49% | +10,272+144.1% | Added |
| Valley Brook Capital Group | 17,395 | $5.04M | 3.77% | +152+0.9% | Added |
| Denali Advisors LLC | 17,370 | $5.04M | 0.52% | −800−4.4% | Reduced |
| Snider Financial Group | 17,364 | $5.03M | 1.45% | −95−0.5% | Reduced |
| Convergence Investment Partners, LLC | 17,345 | $5.03M | 1.27% | +1,261+7.8% | Added |
| BKM Wealth Management, LLC | 17,331 | $5.02M | 1.96% | +35+0.2% | Added |
| O'Dell Group, LLC | 17,306 | $5.02M | 1.25% | −41−0.2% | Reduced |
| Game Plan Financial Advisors, LLC | 17,305 | $5.02M | 2.19% | +524+3.1% | Added |