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 |
|---|---|---|---|---|---|
| Highview Capital Management LLC | 13,601 | $3.94M | 1.52% | +295+2.2% | Added |
| Aft, Forsyth & Sober, LLC | 13,600 | $3.94M | 1.33% | +200+1.5% | Added |
| Turn8 Private Wealth Inc. | 13,543 | $3.94M | 2.84% | −1,075−7.4% | Reduced |
| Traphagen Investment Advisors LLC | 13,574 | $3.94M | 0.37% | −231−1.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 13,572 | $3.93M | 2.30% | −1,791−11.7% | Reduced |
| SWS Partners | 13,564 | $3.93M | 1.06% | −1,084−7.4% | Reduced |
| Heartland Bank & Trust Co | 13,550 | $3.93M | 1.84% | −406−2.9% | Reduced |
| Green Harvest Asset Management LLC | 13,542 | $3.93M | 0.08% | −269−1.9% | Reduced |
| Monument Capital Management | 13,541 | $3.93M | 1.02% | −431−3.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,514 | $3.92M | 0.16% | −16,353−54.8% | Reduced |
| Account Management LLC | 13,513 | $3.92M | 4.30% | −550−3.9% | Reduced |
| Wealth Architects, LLC | 13,471 | $3.91M | 0.40% | −204−1.5% | Reduced |
| Greenup Street Wealth Management LLC | 13,411 | $3.89M | 0.68% | +193+1.5% | Added |
| Insight Inv LLC | 13,402 | $3.89M | 2.61% | −15,974−54.4% | Reduced |
| Signature Wealth Management Partners, LLC | 13,397 | $3.88M | 2.22% | +817+6.5% | Added |
| Royal Harbor Partners, LLC | 13,382 | $3.88M | 1.42% | −210−1.5% | Reduced |
| San Luis Wealth Advisors LLC | 13,378 | $3.88M | 0.83% | −1,039−7.2% | Reduced |
| Benedict Financial Advisors Inc | 13,377 | $3.88M | 0.88% | −263−1.9% | Reduced |
| Schear Investment Advisers, LLC | 13,368 | $3.88M | 1.92% | −17−0.1% | Reduced |
| Falcon Wealth Planning | 13,358 | $3.87M | 0.39% | +75+0.6% | Added |
| Richard P Slaughter Associates Inc | 13,344 | $3.87M | 0.79% | −1,106−7.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,330 | $3.86M | 0.74% | +175+1.3% | Added |
| Northstar Asset Management LLC | 13,325 | $3.86M | 0.89% | −240−1.8% | Reduced |
| Cornerstone Advisory, LLC | 13,302 | $3.86M | 0.41% | +220+1.7% | Added |
| Arlington Trust Co LLC | 13,300 | $3.86M | 0.75% | +81+0.6% | Added |
| LMG Wealth Partners, LLC | 13,265 | $3.85M | 0.79% | +219+1.7% | Added |
| Select Asset Management & Trust | 13,262 | $3.85M | 1.32% | +2,623+24.7% | Added |
| Lantern Wealth Advisors, LLC | 13,260 | $3.84M | 2.29% | +13,260 | New |
| Resolute Wealth Strategies, LLC | 13,256 | $3.84M | 2.06% | −202−1.5% | Reduced |
| Brady Family Wealth, LLC | 13,213 | $3.83M | 1.19% | −30−0.2% | Reduced |
| Global Financial Private Client, LLC | 13,182 | $3.82M | 1.43% | +2,105+19.0% | Added |
| Aull & Monroe Investment Management Corp | 13,172 | $3.82M | 2.05% | −1,447−9.9% | Reduced |
| Cannon Advisors, Inc. | 13,172 | $3.82M | 3.07% | +308+2.4% | Added |
| Beacon Financial Advisory LLC | 13,147 | $3.81M | 0.99% | +3,260+33.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,706 | $3.81M | 1.38% | −177−1.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 13,130 | $3.81M | 1.03% | −1,838−12.3% | Reduced |
| Chapman Investment Management, LLC | 13,121 | $3.80M | 2.65% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 13,111 | $3.80M | 0.97% | +892+7.3% | Added |
| Garrett Investment Advisors LLC | 13,105 | $3.80M | 0.34% | +40.0% | Added |
| Purkiss Capital Advisors LLC | 13,081 | $3.79M | 2.11% | +1,895+16.9% | Added |
| MGB Wealth Management, LLC | 13,089 | $3.79M | 1.25% | −243−1.8% | Reduced |
| Guerra Advisors Inc | 13,053 | $3.78M | 1.79% | +2,176+20.0% | Added |
| LM Advisors LLC | 13,052 | $3.78M | 0.49% | +3,101+31.2% | Added |
| Advisory Alpha, LLC | 13,044 | $3.78M | 0.12% | +236+1.8% | Added |
| PYA Waltman Capital, LLC | 13,039 | $3.78M | 1.09% | +620+5.0% | Added |
| Ironwood Financial, llc | 15,400 | $3.78M | 0.81% | 00.0% | Unchanged |
| MCF Advisors LLC | 13,026 | $3.78M | 0.25% | +7+0.1% | Added |
| Winthrop Capital Management, LLC | 13,025 | $3.78M | 0.95% | −15−0.1% | Reduced |
| Canvas Wealth Advisors, LLC | 12,658 | $3.78M | 0.74% | +356+2.9% | Added |
| EULAV Asset Management | 13,000 | $3.77M | 0.09% | −2,003−13.4% | Reduced |
| Ulysses Management LLC | 13,000 | $3.77M | 0.81% | 00.0% | Unchanged |
| Vicus Capital | 12,980 | $3.76M | 0.31% | +18+0.1% | Added |
| Wrapmanager Inc | 12,950 | $3.75M | 0.91% | −1,352−9.5% | Reduced |
| Brendel Financial Advisors LLC | 12,891 | $3.74M | 2.09% | −475−3.6% | Reduced |
| Providence First Trust Co | 12,881 | $3.73M | 1.32% | +2,897+29.0% | Added |
| Burford Brothers, Inc. | 12,870 | $3.73M | 1.71% | +9+0.1% | Added |
| Aigen Investment Management, LP | 12,854 | $3.73M | 0.51% | +4,106+46.9% | Added |
| Caldwell Investment Management Ltd. | 12,700 | $3.68M | 3.19% | 00.0% | Unchanged |
| Morton Capital Management LLC | 12,673 | $3.67M | 0.65% | +1,004+8.6% | Added |
| Greenwich Wealth Management LLC | 12,662 | $3.67M | 0.18% | +7+0.1% | Added |
| Jeppson Wealth Management, LLC | 12,656 | $3.67M | 1.27% | −715−5.3% | Reduced |
| Golden State Wealth Management, LLC | 12,654 | $3.67M | 0.45% | −251−1.9% | Reduced |
| Acorn Wealth Advisors, LLC | 12,640 | $3.66M | 1.36% | +154+1.2% | Added |
| Plante Moran Financial Advisors, LLC | 12,635 | $3.66M | 0.26% | −180−1.4% | Reduced |
| Court Place Advisors, LLC | 12,614 | $3.66M | 1.15% | −213−1.7% | Reduced |
| Fort Point Capital Partners LLC | 12,609 | $3.66M | 0.37% | +666+5.6% | Added |
| Patton Fund Management, Inc. | 12,600 | $3.65M | 0.80% | −10,241−44.8% | Reduced |
| Old Mission Investment Co LLC | 12,592 | $3.65M | 1.00% | +827+7.0% | Added |
| WBH Advisory Inc | 12,589 | $3.65M | 0.31% | −1,436−10.2% | Reduced |
| Carl P. Sherr & Co., LLC | 12,588 | $3.65M | 1.84% | −343−2.7% | Reduced |
| Davidson Trust Co | 12,587 | $3.65M | 1.68% | −256−2.0% | Reduced |
| Gallagher Capital Advisors, LLC | 12,245 | $3.65M | 2.95% | −87−0.7% | Reduced |
| J.Safra Asset Management Corp | 12,577 | $3.65M | 0.25% | +3,240+34.7% | Added |
| Aire Advisors, LLC | 12,570 | $3.64M | 0.71% | +218+1.8% | Added |
| Etesian Wealth Advisors, Inc. | 12,529 | $3.63M | 1.35% | −648−4.9% | Reduced |
| Advisors Preferred, LLC | 12,500 | $3.63M | 0.60% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 12,519 | $3.63M | 1.68% | −5,096−28.9% | Reduced |
| Eads & Heald Wealth Management | 12,516 | $3.63M | 1.79% | −801−6.0% | Reduced |
| Hudson Canyon Capital Management | 12,484 | $3.62M | 2.25% | −266−2.1% | Reduced |
| Legacy Wealth Management, LLC | 12,448 | $3.61M | 1.10% | −595−4.6% | Reduced |
| Cozad Asset Management Inc | 12,441 | $3.61M | 0.32% | +147+1.2% | Added |
| Blue Square Asset Management, LLC | 12,428 | $3.60M | 1.69% | +737+6.3% | Added |
| Invesco, LLC | 12,418 | $3.60M | 1.34% | −761−5.8% | Reduced |
| Cambria Investment Management, L.P. | 12,401 | $3.60M | 0.24% | +12,401 | New |
| Twin City Private Wealth, LLC | 12,396 | $3.59M | 2.94% | −6,136−33.1% | Reduced |
| Peoples Bank | 12,387 | $3.59M | 2.41% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 12,366 | $3.59M | 1.24% | +1,411+12.9% | Added |
| Berger Financial Group, Inc | 12,338 | $3.58M | 0.23% | −139−1.1% | Reduced |
| TradeWell Securities, LLC. | 12,299 | $3.57M | 1.71% | +730+6.3% | Added |
| Wealth Management Partners, LLC | 12,163 | $3.55M | 1.26% | +253+2.1% | Added |
| Virtus Wealth Solutions LLC | 12,243 | $3.55M | 0.73% | −166−1.3% | Reduced |
| Optimum Investment Advisors | 12,239 | $3.55M | 1.54% | +10+0.1% | Added |
| Wulff, Hansen & Co. | 12,231 | $3.55M | 3.03% | −350−2.8% | Reduced |
| Fortress Wealth Group, LLC | 12,037 | $3.54M | 1.67% | +167+1.4% | Added |
| Nicholas Hoffman & Company, LLC. | 12,212 | $3.54M | 0.09% | +189+1.6% | Added |
| LCNB Corp | 12,210 | $3.54M | 1.25% | −55−0.4% | Reduced |
| Ellerson Group Inc | 12,204 | $3.54M | 2.49% | −42−0.3% | Reduced |
| Strong Tower Advisory Services | 12,184 | $3.53M | 0.70% | +504+4.3% | Added |
| Axecap Investments, LLC | 12,160 | $3.53M | 2.30% | +2,353+24.0% | Added |
| Aristotle Capital Management, LLC | 12,158 | $3.52M | 0.01% | −20.0% | Reduced |