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 |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 12,156 | $3.52M | 0.38% | −1,143−8.6% | Reduced |
| Allred Capital Management, LLC | 12,155 | $3.52M | 1.32% | −260−2.1% | Reduced |
| Financial Advisors, LLC | 12,137 | $3.52M | 0.66% | +9+0.1% | Added |
| Paradigm Capital Management, LLC | 12,134 | $3.52M | 3.48% | −115−0.9% | Reduced |
| Sunpointe, LLC | 12,116 | $3.51M | 1.39% | +5,427+81.1% | Added |
| DMKC Advisory Services, LLC | 12,090 | $3.50M | 1.84% | +1,361+12.7% | Added |
| Tempus Wealth Planning, LLC | 12,084 | $3.50M | 0.87% | +623+5.4% | Added |
| Eagle Bluffs Wealth Management LLC | 12,058 | $3.50M | 1.66% | +54+0.4% | Added |
| Beech Hill Advisors, Inc. | 12,057 | $3.50M | 1.57% | −2,496−17.2% | Reduced |
| Guardian Capital LP | 12,036 | $3.49M | 0.12% | −2,862−19.2% | Reduced |
| Palumbo Wealth Management LLC | 11,998 | $3.48M | 1.08% | +381+3.3% | Added |
| BSW Wealth Partners | 11,978 | $3.47M | 0.48% | −26−0.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 11,939 | $3.46M | 2.34% | −81−0.7% | Reduced |
| Aldebaran Capital, LLC | 11,907 | $3.45M | 3.41% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 11,881 | $3.44M | 2.14% | −22−0.2% | Reduced |
| Precedent Wealth Partners, LLC | 11,847 | $3.43M | 0.84% | +950+8.7% | Added |
| VCI Wealth Management LLC | 11,825 | $3.43M | 1.20% | +907+8.3% | Added |
| Victrix Investment Advisors | 11,823 | $3.43M | 1.52% | +349+3.0% | Added |
| Valley National Advisers Inc | 11,823 | $3.43M | 0.56% | −187−1.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,818 | $3.43M | 1.76% | 00.0% | Unchanged |
| Lindenwold Advisors | 11,814 | $3.42M | 1.78% | +289+2.5% | Added |
| Capital Advisors Wealth Management, LLC | 11,793 | $3.42M | 0.54% | −96−0.8% | Reduced |
| Roman Butler Fullerton & Co | 11,446 | $3.42M | 1.01% | −168−1.4% | Reduced |
| Correct Capital Wealth Management | 11,772 | $3.41M | 0.66% | +490+4.3% | Added |
| Woodward Diversified Capital, LLC | 11,752 | $3.41M | 1.72% | +3,720+46.3% | Added |
| Finivi Inc. | 11,714 | $3.40M | 2.30% | +160+1.4% | Added |
| Belmont Capital, LLC | 11,704 | $3.39M | 0.52% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 13,801 | $3.39M | 1.58% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 11,659 | $3.38M | 1.62% | −35,950−75.5% | Reduced |
| Lakeridge Wealth Management LLC | 11,649 | $3.38M | 1.55% | −187−1.6% | Reduced |
| Pinnacle Holdings, LLC | 11,626 | $3.37M | 1.22% | +604+5.5% | Added |
| Spahn Wealth & Retirement LLC | 11,606 | $3.36M | 2.16% | +11,606 | New |
| Gilbert & Cook, Inc. | 11,603 | $3.36M | 0.45% | +830+7.7% | Added |
| Eaton Financial Holdings Company, LLC | 11,599 | $3.36M | 1.03% | +7,077+156.5% | Added |
| Summit Asset Management, LLC | 11,595 | $3.36M | 0.55% | +1,137+10.9% | Added |
| Security National Bank of Sioux City Iowa | 11,549 | $3.35M | 2.35% | +4,520+64.3% | Added |
| Neumann Capital Management, LLC | 11,530 | $3.34M | 1.05% | −650−5.3% | Reduced |
| Auxano Advisors, LLC | 11,508 | $3.34M | 0.78% | −30.0% | Reduced |
| Aldebaran Financial Inc. | 11,497 | $3.33M | 3.69% | +320+2.9% | Added |
| CVA Family Office, LLC | 11,482 | $3.33M | 0.47% | −130−1.1% | Reduced |
| Millstone Evans Group, LLC | 11,437 | $3.32M | 2.26% | −508−4.3% | Reduced |
| G&S Capital LLC | 11,410 | $3.31M | 1.31% | −97−0.8% | Reduced |
| Union Savings Bank | 11,160 | $3.31M | 1.52% | −1,693−13.2% | Reduced |
| Invst, LLC | 11,376 | $3.30M | 0.41% | +69+0.6% | Added |
| Slocum, Gordon & Co LLP | 11,373 | $3.30M | 2.66% | −5,121−31.0% | Reduced |
| North Dallas Bank & Trust Co | 11,352 | $3.29M | 2.49% | +11,352 | New |
| Total Clarity Wealth Management, Inc. | 11,325 | $3.28M | 0.94% | +90+0.8% | Added |
| Well Done, LLC | 11,322 | $3.28M | 0.62% | +52+0.5% | Added |
| Channel Wealth LLC | 11,309 | $3.28M | 0.93% | +215+1.9% | Added |
| CRA Financial Services, LLC | 11,300 | $3.28M | 0.50% | +191+1.7% | Added |
| Bradyco, Inc. | 11,075 | $3.27M | 2.40% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 11,285 | $3.27M | 0.59% | +4,504+66.4% | Added |
| Fortem Financial Group, LLC | 11,278 | $3.27M | 1.05% | −820−6.8% | Reduced |
| Schrum Private Wealth Management LLC | 11,251 | $3.26M | 2.62% | +11+0.1% | Added |
| West Paces Advisors Inc. | 11,250 | $3.26M | 0.69% | −56−0.5% | Reduced |
| Sound Income Strategies, LLC | 11,246 | $3.26M | 0.19% | +387+3.6% | Added |
| Cranbrook Wealth Management, LLC | 11,246 | $3.26M | 0.70% | +73+0.7% | Added |
| S.E.E.D. Planning Group LLC | 11,239 | $3.26M | 1.02% | −333−2.9% | Reduced |
| Financial Management Professionals, Inc. | 11,239 | $3.26M | 0.37% | +123+1.1% | Added |
| Brady Martz Wealth Solutions, LLC | 11,225 | $3.25M | 0.63% | −128−1.1% | Reduced |
| Aspetuck Financial Management LLC | 11,209 | $3.25M | 2.45% | 00.0% | Unchanged |
| Clare Market Investments LLC | 11,196 | $3.25M | 0.72% | +30.0% | Added |
| Cookson Peirce & Co Inc | 11,180 | $3.24M | 0.14% | −485−4.2% | Reduced |
| First Financial Corp | 11,173 | $3.24M | 1.45% | −569−4.8% | Reduced |
| Rockingstone Advisors LLC | 11,162 | $3.24M | 1.70% | −3,540−24.1% | Reduced |
| Audent Global Asset Management, LLC | 11,159 | $3.24M | 2.34% | −54−0.5% | Reduced |
| Peak Planning Group, LLC | 11,147 | $3.23M | 2.07% | −7,505−40.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 11,140 | $3.23M | 2.53% | +127+1.2% | Added |
| Calton & Associates, Inc. | 11,131 | $3.23M | 0.56% | +1,927+20.9% | Added |
| Crux Wealth Advisors | 11,130 | $3.23M | 1.37% | −2,070−15.7% | Reduced |
| YANKCOM Partnership | 11,116 | $3.22M | 1.58% | +244+2.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 11,104 | $3.22M | 1.48% | −679−5.8% | Reduced |
| Florida Financial Advisors, LLC | 11,103 | $3.22M | 1.07% | +1,240+12.6% | Added |
| Fortune Financial Advisors, LLC | 11,096 | $3.22M | 2.59% | −66−0.6% | Reduced |
| Sanders Morris Harris LLC | 11,089 | $3.21M | 0.77% | −8,895−44.5% | Reduced |
| Northern Financial Advisors Inc | 11,076 | $3.21M | 2.41% | +78+0.7% | Added |
| Marble Harbor Investment Counsel, LLC | 11,074 | $3.21M | 0.35% | −1,233−10.0% | Reduced |
| 44 Wealth Management LLC | 11,069 | $3.21M | 1.14% | +9+0.1% | Added |
| Carmignac Gestion | 11,057 | $3.21M | 0.05% | −2,317−17.3% | Reduced |
| Sentinus, LLC | 11,024 | $3.20M | 0.78% | +601+5.8% | Added |
| Waddell & Associates, LLC | 11,022 | $3.20M | 0.34% | −855−7.2% | Reduced |
| RedJay Asset Management Inc. | 11,000 | $3.19M | 0.75% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 10,999 | $3.19M | 1.83% | −260−2.3% | Reduced |
| St. Johns Investment Management Company, LLC | 10,994 | $3.19M | 1.46% | +57+0.5% | Added |
| Exchange Bank | 10,992 | $3.19M | 2.52% | −254−2.3% | Reduced |
| HMS Capital Management, LLC | 10,991 | $3.19M | 1.44% | −390−3.4% | Reduced |
| GWN Securities Inc. | 10,758 | $3.18M | 0.59% | −10,187−48.6% | Reduced |
| Legato Capital Management LLC | 10,985 | $3.18M | 0.38% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,934 | $3.18M | 0.55% | +78+0.7% | Added |
| Moss Adams Wealth Advisors LLC | 10,973 | $3.18M | 0.29% | +935+9.3% | Added |
| Solitude Financial Services | 10,968 | $3.18M | 1.15% | +928+9.2% | Added |
| Consilium Wealth Advisory, LLC | 10,960 | $3.18M | 1.34% | +40+0.4% | Added |
| MRP Capital Investments, LLC | 10,958 | $3.18M | 2.18% | +1,677+18.1% | Added |
| Norris Perne & French LLP | 10,948 | $3.17M | 0.22% | −1,998−15.4% | Reduced |
| ORG Wealth Partners, LLC | 10,893 | $3.17M | 0.76% | −75−0.7% | Reduced |
| Tyler-Stone Wealth Management | 10,908 | $3.16M | 0.51% | −372−3.3% | Reduced |
| Diligent Investors, LLC | 10,907 | $3.16M | 0.75% | −159−1.4% | Reduced |
| Lee Financial Co | 10,898 | $3.16M | 0.45% | +766+7.6% | Added |
| Barrett & Company, Inc. | 10,872 | $3.15M | 1.18% | +16+0.1% | Added |
| Letson Investment Management, Inc. | 10,856 | $3.15M | 1.24% | +40.0% | Added |