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 |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 17,265 | $5.01M | 4.64% | −247−1.4% | Reduced |
| Aries Wealth Management | 17,239 | $5.00M | 1.31% | −1,206−6.5% | Reduced |
| Algert Global LLC | 17,235 | $5.00M | 0.10% | −650−3.6% | Reduced |
| Magnolia Capital Advisors LLC | 17,221 | $4.99M | 1.26% | −584−3.3% | Reduced |
| Hanson & Doremus Investment Management | 17,174 | $4.98M | 0.67% | −4,292−20.0% | Reduced |
| Aprio Wealth Management, LLC | 17,143 | $4.97M | 0.56% | +616+3.7% | Added |
| Portside Wealth Group, LLC | 17,141 | $4.97M | 0.74% | +474+2.8% | Added |
| Kesler, Norman & Wride, LLC | 17,139 | $4.97M | 0.88% | +357+2.1% | Added |
| Invera Wealth Advisors, LLC | 17,060 | $4.95M | 3.23% | −203−1.2% | Reduced |
| Center for Financial Planning, Inc. | 17,011 | $4.93M | 0.57% | −243−1.4% | Reduced |
| Park Place Capital Corp | 16,981 | $4.93M | 1.12% | +2,053+13.8% | Added |
| Tairen Capital Ltd | 17,000 | $4.93M | 0.50% | −41,995−71.2% | Reduced |
| Cetera Trust Company, N.A | 16,994 | $4.93M | 2.94% | −122−0.7% | Reduced |
| Commonwealth Financial Services, LLC | 16,962 | $4.92M | 0.95% | +83+0.5% | Added |
| Hartford Funds Management Co LLC | 16,921 | $4.91M | 0.42% | −350−2.0% | Reduced |
| Crowley Wealth Management, Inc. | 16,922 | $4.91M | 4.47% | −625−3.6% | Reduced |
| Glen Eagle Advisors, LLC | 16,915 | $4.90M | 0.75% | −699−4.0% | Reduced |
| Boltwood Capital Management | 16,913 | $4.90M | 1.39% | +478+2.9% | Added |
| Manchester Capital Management LLC | 16,907 | $4.90M | 0.64% | −559−3.2% | Reduced |
| Wills Financial Group LLC | 16,901 | $4.90M | 2.13% | +60+0.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 16,885 | $4.89M | 0.17% | +447+2.7% | Added |
| Morangie Management LLC | 16,876 | $4.89M | 4.24% | +3,764+28.7% | Added |
| Bull Street Advisors, LLC | 16,826 | $4.88M | 2.35% | −120−0.7% | Reduced |
| Sawyer & Company, Inc | 14,882 | $4.87M | 1.74% | −713−4.6% | Reduced |
| Antonelli Financial Advisors, LLC | 16,794 | $4.87M | 3.51% | −22−0.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 16,762 | $4.86M | 2.38% | −1,575−8.6% | Reduced |
| Central Bank & Trust Co | 16,759 | $4.86M | 0.79% | −494−2.9% | Reduced |
| Delta Accumulation, LLC | 23,004 | $4.85M | 10.30% | +23,000+575,000.0% | Added |
| Outfitter Financial LLC | 16,712 | $4.84M | 4.13% | −425−2.5% | Reduced |
| Vision Financial Markets LLC | 16,699 | $4.84M | 4.56% | +20.0% | Added |
| Searle & Co. | 16,671 | $4.83M | 1.37% | −17−0.1% | Reduced |
| Counterweight Ventures, LLC | 16,669 | $4.83M | 3.16% | +570+3.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,638 | $4.82M | 0.67% | +27+0.2% | Added |
| Central Pacific Bank - Trust Division | 16,638 | $4.82M | 0.61% | −116−0.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,631 | $4.82M | 1.58% | +502+3.1% | Added |
| Van Cleef Asset Management,Inc | 16,620 | $4.82M | 0.52% | −220−1.3% | Reduced |
| Moser Wealth Advisors, LLC | 16,582 | $4.81M | 2.31% | +198+1.2% | Added |
| Krilogy Financial LLC | 16,567 | $4.80M | 0.28% | +591+3.7% | Added |
| Burke & Herbert Bank & Trust Co | 16,531 | $4.79M | 1.07% | +286+1.8% | Added |
| KP Management LLC | 16,527 | $4.79M | 1.94% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 16,440 | $4.77M | 2.76% | +7,384+81.5% | Added |
| Register Financial Advisors LLC | 16,468 | $4.77M | 2.08% | −950−5.5% | Reduced |
| Tandem Capital Management Corp | 16,440 | $4.77M | 2.41% | −155−0.9% | Reduced |
| Sawgrass Asset Management LLC | 16,433 | $4.76M | 0.54% | −783−4.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,380 | $4.75M | 0.62% | +52+0.3% | Added |
| Optas, LLC | 16,313 | $4.73M | 0.90% | −124−0.8% | Reduced |
| Condor Capital Management | 16,298 | $4.73M | 0.41% | −196−1.2% | Reduced |
| Enterprise Financial Services Corp | 16,258 | $4.71M | 2.52% | +278+1.7% | Added |
| Peterson Wealth Management | 16,245 | $4.71M | 2.79% | +16,245 | New |
| Crews Bank & Trust | 16,231 | $4.71M | 0.74% | +37+0.2% | Added |
| ISAM Funds (UK) Ltd | 16,226 | $4.70M | 1.03% | +11,486+242.3% | Added |
| Zions Bancorporation, National Association | 16,222 | $4.70M | 0.25% | +280+1.8% | Added |
| Raelipskie Partnership | 16,178 | $4.69M | 2.15% | −1,868−10.4% | Reduced |
| Institute for Wealth Management, LLC. | 16,115 | $4.67M | 0.52% | +218+1.4% | Added |
| First City Capital Management, Inc. | 16,110 | $4.67M | 2.70% | −168−1.0% | Reduced |
| Rydar Equities, Inc. | 16,083 | $4.66M | 3.69% | +16,083 | New |
| Lafayette Investments, Inc. | 16,046 | $4.65M | 0.94% | +1,827+12.8% | Added |
| CFS Investment Advisory Services, LLC | 15,959 | $4.63M | 0.38% | +271+1.7% | Added |
| FLC Capital Advisors | 15,957 | $4.63M | 0.96% | −467−2.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 15,930 | $4.62M | 2.54% | −116−0.7% | Reduced |
| KLCM Advisors, Inc. | 15,927 | $4.62M | 0.49% | +93+0.6% | Added |
| JPL Wealth Management, LLC | 15,920 | $4.62M | 1.25% | −56−0.4% | Reduced |
| Jessup Wealth Management, Inc | 15,871 | $4.60M | 1.85% | +49+0.3% | Added |
| Tower Trust & Investment Co | 15,870 | $4.60M | 3.27% | +301+1.9% | Added |
| Dillon & Associates Inc | 15,824 | $4.59M | 0.62% | −164−1.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 15,769 | $4.57M | 1.04% | +15,769 | New |
| Ameliora Wealth Management Ltd. | 15,764 | $4.57M | 1.63% | −7,257−31.5% | Reduced |
| Cynosure Management, LLC | 15,707 | $4.55M | 0.52% | +424+2.8% | Added |
| Clear Creek Financial Management, LLC | 15,691 | $4.55M | 0.43% | +300+1.9% | Added |
| Crescent Sterling, Ltd. | 15,685 | $4.55M | 5.09% | −1,690−9.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 15,660 | $4.54M | 1.62% | +1,810+13.1% | Added |
| Pacitti Group Inc. | 15,659 | $4.54M | 1.97% | +624+4.2% | Added |
| Orleans Capital Management Corp | 15,638 | $4.53M | 2.41% | +1,720+12.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,632 | $4.53M | 1.26% | −256−1.6% | Reduced |
| Tradition Wealth Management, LLC | 15,619 | $4.53M | 0.36% | +2,120+15.7% | Added |
| Cito Capital Group, LLC | 15,613 | $4.53M | 1.57% | −423−2.6% | Reduced |
| FSM Wealth Advisors, LLC | 15,462 | $4.51M | 0.73% | +4,559+41.8% | Added |
| LS Investment Advisors, LLC | 15,560 | $4.51M | 0.66% | +389+2.6% | Added |
| GoalVest Advisory LLC | 15,526 | $4.50M | 1.11% | +347+2.3% | Added |
| Delta Financial Advisors LLC | 15,516 | $4.50M | 1.58% | −284−1.8% | Reduced |
| Ullmann Financial Group, Inc. | 15,504 | $4.49M | 0.53% | +188+1.2% | Added |
| TBH Global Asset Management, LLC | 15,502 | $4.49M | 0.96% | −6,347−29.0% | Reduced |
| Convergence Financial, LLC | 15,481 | $4.49M | 0.77% | +23+0.1% | Added |
| Purus Wealth Management, LLC | 15,467 | $4.48M | 1.56% | +2,180+16.4% | Added |
| NVWM, LLC | 15,462 | $4.48M | 1.08% | +246+1.6% | Added |
| CNB Bank | 15,443 | $4.48M | 2.12% | −1,019−6.2% | Reduced |
| Chatham Capital Group, Inc. | 15,435 | $4.47M | 0.68% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 15,415 | $4.47M | 1.17% | −15−0.1% | Reduced |
| Martin & Co Inc | 15,404 | $4.47M | 0.82% | −67−0.4% | Reduced |
| MJP Associates Inc | 15,376 | $4.46M | 0.66% | +361+2.4% | Added |
| Natural Investments, LLC | 15,358 | $4.45M | 1.15% | −407−2.6% | Reduced |
| Hicks Capital Management LLC | 15,347 | $4.45M | 7.04% | +357+2.4% | Added |
| Holistic Financial Partners | 15,344 | $4.45M | 1.95% | −173−1.1% | Reduced |
| Weaver Capital Management LLC | 15,329 | $4.44M | 1.09% | −154−1.0% | Reduced |
| Argus Investors' Counsel, Inc. | 15,329 | $4.44M | 3.15% | −2,296−13.0% | Reduced |
| Chung Wu Investment Group, LLC | 15,317 | $4.44M | 4.63% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 15,309 | $4.44M | 0.34% | −86−0.6% | Reduced |
| Alteri Wealth LLC | 15,280 | $4.43M | 1.72% | +428+2.9% | Added |
| PEAK6 LLC | 15,259 | $4.42M | 0.15% | +15,256+508,533.3% | Added |
| Integrity Financial Corp | 15,207 | $4.41M | 2.25% | +11,893+358.9% | Added |