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 |
|---|---|---|---|---|---|
| Vectors Research Management, LLC | 15,196 | $4.41M | 1.51% | −603−3.8% | Reduced |
| Accent Capital Management, LLC | 15,189 | $4.40M | 1.97% | +325+2.2% | Added |
| HF Advisory Group, LLC | 15,151 | $4.39M | 1.74% | +1,658+12.3% | Added |
| West Family Investments, Inc. | 15,150 | $4.39M | 1.15% | +5,272+53.4% | Added |
| TCI Wealth Advisors, Inc. | 15,141 | $4.39M | 0.30% | −140−0.9% | Reduced |
| Aberdeen Wealth Management LLC | 15,133 | $4.39M | 2.92% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 15,080 | $4.37M | 1.18% | +45+0.3% | Added |
| Okabena Investment Services Inc | 15,014 | $4.35M | 0.97% | +300+2.0% | Added |
| Bleichroeder LP | 15,000 | $4.35M | 1.07% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 14,984 | $4.34M | 0.96% | −1,418−8.6% | Reduced |
| Marks Group Wealth Management, Inc | 14,983 | $4.34M | 0.40% | −5,267−26.0% | Reduced |
| Octavia Wealth Advisors, LLC | 14,977 | $4.34M | 0.49% | −5,796−27.9% | Reduced |
| Centric Wealth Management | 15,034 | $4.34M | 1.04% | +241+1.6% | Added |
| Roof Eidam & Maycock | 14,974 | $4.34M | 1.07% | +100+0.7% | Added |
| Mach-1 Financial Group, Inc. | 14,949 | $4.33M | 1.27% | −1,346−8.3% | Reduced |
| Maseco LLP | 14,936 | $4.33M | 0.16% | +14,936 | New |
| Camden Capital, LLC | 14,915 | $4.32M | 0.41% | −505−3.3% | Reduced |
| FWL Investment Management, LLC | 14,896 | $4.32M | 1.32% | −286−1.9% | Reduced |
| Lodestone Wealth Management LLC | 14,881 | $4.31M | 2.10% | −2,797−15.8% | Reduced |
| National Philanthropic Trust | 14,870 | $4.31M | 0.06% | +2,021+15.7% | Added |
| Legacy Capital Group California, Inc. | 14,869 | $4.31M | 1.19% | +4,938+49.7% | Added |
| Brasada Capital Management, LP | 14,537 | $4.30M | 0.73% | +195+1.4% | Added |
| Elyxium Wealth, LLC | 14,841 | $4.30M | 1.61% | +351+2.4% | Added |
| Catherine Avery Investment Management LLC | 14,829 | $4.30M | 3.27% | −688−4.4% | Reduced |
| Greenline Partners, LLC | 14,816 | $4.30M | 0.58% | +541+3.8% | Added |
| Grandview Asset Management LLC | 14,807 | $4.29M | 1.37% | −73−0.5% | Reduced |
| Affinity Investment Advisors, LLC | 14,805 | $4.29M | 3.25% | −676−4.4% | Reduced |
| Meriwether Wealth & Planning, LLC | 14,802 | $4.29M | 2.69% | −1,129−7.1% | Reduced |
| Elevatus Welath Management | 14,766 | $4.28M | 1.43% | +10,650+258.7% | Added |
| Boit C F David | 14,751 | $4.28M | 2.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 14,750 | $4.28M | 1.48% | +798+5.7% | Added |
| Weil Company, Inc. | 14,747 | $4.28M | 1.13% | −1,083−6.8% | Reduced |
| Canopy Partners, LLC | 14,738 | $4.27M | 1.57% | +125+0.9% | Added |
| First Commonwealth Financial Corp | 14,724 | $4.27M | 0.92% | +60+0.4% | Added |
| Integral Investment Advisors, Inc. | 14,723 | $4.27M | 1.22% | +133+0.9% | Added |
| SFMG, LLC | 14,718 | $4.27M | 0.32% | −531−3.5% | Reduced |
| Drake & Associates, LLC | 14,663 | $4.25M | 1.04% | +4,682+46.9% | Added |
| Blue Capital, Inc. | 14,659 | $4.25M | 3.01% | +14,659 | New |
| Peoples Financial Services Corp. | 14,649 | $4.25M | 2.10% | −1,704−10.4% | Reduced |
| BankPlus Trust Department | 14,627 | $4.24M | 1.26% | +1,430+10.8% | Added |
| Pinnacle West Asset Management, Inc. | 14,590 | $4.23M | 2.92% | −335−2.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 14,581 | $4.23M | 0.78% | +14+0.1% | Added |
| Highline Wealth Partners LLC | 14,578 | $4.23M | 1.25% | +595+4.3% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 14,557 | $4.22M | 1.51% | −520−3.4% | Reduced |
| Alta Advisers Ltd | 14,524 | $4.21M | 1.50% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 14,496 | $4.20M | 2.00% | +125+0.9% | Added |
| Verus Capital Partners, LLC | 14,484 | $4.20M | 0.37% | +673+4.9% | Added |
| Kiley Juergens Wealth Management, LLC | 14,477 | $4.20M | 0.97% | +75+0.5% | Added |
| Weik Capital Management | 14,472 | $4.20M | 1.66% | +20.0% | Added |
| Flavin Financial Services, Inc. | 14,400 | $4.17M | 4.05% | −989−6.4% | Reduced |
| Regal Investment Advisors LLC | 14,376 | $4.17M | 0.31% | +1,149+8.7% | Added |
| Harold Davidson & Associates Inc. | 14,365 | $4.16M | 2.70% | −3,880−21.3% | Reduced |
| B&L Asset Management LLC | 14,340 | $4.16M | 2.38% | +229+1.6% | Added |
| Prestige Wealth Management Group LLC | 14,312 | $4.15M | 0.85% | −404−2.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,310 | $4.15M | 0.86% | +800+5.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 14,308 | $4.15M | 1.04% | +620+4.5% | Added |
| Interchange Capital Partners, LLC | 14,299 | $4.15M | 0.96% | +350+2.5% | Added |
| Prosperitas Financial LLC | 14,284 | $4.14M | 1.95% | +830+6.2% | Added |
| Southland Equity Partners LLC | 14,281 | $4.14M | 0.91% | −133−0.9% | Reduced |
| Uhlmann Price Securities, LLC | 14,252 | $4.13M | 2.95% | +14,252 | New |
| MB, Levis & Associates, LLC | 14,240 | $4.13M | 1.81% | −165−1.1% | Reduced |
| Fiduciary Family Office, LLC | 14,238 | $4.13M | 1.35% | −80−0.6% | Reduced |
| Quotient Wealth Partners, LLC | 14,216 | $4.12M | 0.12% | +1,711+13.7% | Added |
| GSB Wealth Management, LLC | 14,184 | $4.11M | 1.01% | +21+0.1% | Added |
| Sittner & Nelson, LLC | 14,181 | $4.11M | 1.65% | +275+2.0% | Added |
| Phoenix Wealth Advisors | 14,169 | $4.11M | 1.72% | −974−6.4% | Reduced |
| Orca Wealth Management, LLC | 14,147 | $4.10M | 3.45% | −240−1.7% | Reduced |
| apricus wealth, LLC | 14,097 | $4.09M | 2.38% | −550−3.8% | Reduced |
| First Dallas Securities Inc. | 14,076 | $4.08M | 1.61% | −320−2.2% | Reduced |
| Revolve Wealth Partners, LLC | 14,042 | $4.07M | 0.53% | +145+1.0% | Added |
| Weatherly Asset Management L. P. | 14,042 | $4.07M | 0.35% | −118−0.8% | Reduced |
| James J. Burns & Company, LLC | 14,030 | $4.07M | 0.66% | +61+0.4% | Added |
| Gs Investments, Inc. | 14,024 | $4.07M | 1.80% | −166−1.2% | Reduced |
| Titleist Asset Management, LLC | 14,022 | $4.07M | 0.40% | −30.0% | Reduced |
| Empirical Asset Management, LLC | 14,018 | $4.06M | 1.26% | +52+0.4% | Added |
| Ballast, Inc. | 13,994 | $4.06M | 1.06% | −296−2.1% | Reduced |
| Alaethes Wealth LLC | 13,984 | $4.05M | 1.21% | +114+0.8% | Added |
| Delta Asset Management LLC | 13,954 | $4.05M | 0.35% | −750−5.1% | Reduced |
| DAGCO, Inc. | 13,950 | $4.04M | 1.13% | −171−1.2% | Reduced |
| Breakwater Capital Group | 13,939 | $4.04M | 0.66% | +22+0.2% | Added |
| Lynx Capital Group Ltd | 13,916 | $4.03M | 1.95% | −103−0.7% | Reduced |
| Twin Lakes Capital Management, LLC | 13,908 | $4.03M | 2.45% | −61−0.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,905 | $4.03M | 0.53% | −113−0.8% | Reduced |
| Vega Investment Solutions | 13,878 | $4.02M | 0.95% | +2,626+23.3% | Added |
| Congress Park Capital LLC | 13,858 | $4.02M | 1.32% | −450−3.1% | Reduced |
| Hartline Investment Corp | 13,837 | $4.01M | 0.46% | −605−4.2% | Reduced |
| Loudon Investment Management, LLC | 13,833 | $4.01M | 2.22% | −2,880−17.2% | Reduced |
| Marion Wealth Management | 13,815 | $4.01M | 1.00% | −654−4.5% | Reduced |
| Quent Capital, LLC | 13,800 | $4.00M | 0.39% | +576+4.4% | Added |
| BOS Asset Management, LLC | 13,799 | $4.00M | 1.28% | +891+6.9% | Added |
| Beck Capital Management, LLC | 13,751 | $3.99M | 1.00% | −653−4.5% | Reduced |
| One Charles Private Wealth Services, LLC | 13,697 | $3.97M | 1.12% | +1,365+11.1% | Added |
| Abundance Wealth Counselors | 14,095 | $3.97M | 0.74% | −18−0.1% | Reduced |
| Biltmore Family Office, LLC | 13,663 | $3.96M | 0.67% | −1,878−12.1% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 13,686 | $3.96M | 2.93% | −4,028−22.7% | Reduced |
| Integrity Alliance, LLC. | 13,640 | $3.95M | 0.22% | −16,528−54.8% | Reduced |
| Chapman Financial Group, LLC | 13,631 | $3.95M | 3.35% | +13,631 | New |
| Hager Investment Management Services, LLC | 13,624 | $3.95M | 2.36% | −237−1.7% | Reduced |
| Alta Wealth Advisors LLC | 13,622 | $3.95M | 1.86% | +120+0.9% | Added |
| Financial Advocates Investment Management | 13,604 | $3.94M | 0.32% | −5,697−29.5% | Reduced |