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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 10,853 | $3.15M | 0.15% | −1,176−9.8% | Reduced |
| Inscription Capital, LLC | 10,824 | $3.14M | 0.45% | −21,491−66.5% | Reduced |
| First Citizens Financial Corp | 10,821 | $3.14M | 1.73% | +80+0.7% | Added |
| Plancorp, LLC | 10,820 | $3.14M | 0.11% | −142−1.3% | Reduced |
| Iams Wealth Management, LLC | 10,795 | $3.13M | 1.44% | −784−6.8% | Reduced |
| WealthBridge Capital Management, LLC | 10,795 | $3.13M | 0.79% | +573+5.6% | Added |
| Oak Hill Wealth Advisors, LLC | 11,061 | $3.13M | 0.65% | +101+0.9% | Added |
| Camarda Financial Advisors, LLC | 10,770 | $3.12M | 1.23% | −290−2.6% | Reduced |
| 626 Financial, LLC | 10,741 | $3.11M | 1.46% | −98−0.9% | Reduced |
| Continental Advisors LLC | 10,735 | $3.11M | 2.23% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 10,729 | $3.11M | 2.35% | −67−0.6% | Reduced |
| MEMBERS Trust Co | 10,726 | $3.11M | 0.11% | +1,097+11.4% | Added |
| Spreng Capital Management, Inc. | 10,722 | $3.11M | 1.28% | +10.0% | Added |
| Birinyi Associates Inc | 10,713 | $3.11M | 0.91% | −49−0.5% | Reduced |
| Focused Wealth Management, Inc | 10,707 | $3.10M | 0.38% | +296+2.8% | Added |
| RW Investment Management LLC | 10,700 | $3.10M | 0.35% | +1,374+14.7% | Added |
| Sonata Capital Group Inc | 10,700 | $3.10M | 1.24% | −401−3.6% | Reduced |
| GKV Capital Management Co., Inc. | 10,658 | $3.09M | 1.37% | −150−1.4% | Reduced |
| Bigelow Investment Advisors, LLC | 10,654 | $3.09M | 1.36% | −9−0.1% | Reduced |
| Talon Private Wealth, LLC | 10,647 | $3.09M | 0.43% | −963−8.3% | Reduced |
| Greater Midwest Financial Group, LLC | 10,642 | $3.09M | 2.36% | −34−0.3% | Reduced |
| Insight Wealth Strategies, LLC | 10,604 | $3.08M | 0.39% | −1,438−11.9% | Reduced |
| London & Capital Asset Management Ltd | 10,612 | $3.08M | 0.23% | −40−0.4% | Reduced |
| Balboa Wealth Partners | 10,606 | $3.07M | 0.62% | +1,098+11.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 10,605 | $3.07M | 0.46% | +156+1.5% | Added |
| Silicon Valley Capital Partners | 10,597 | $3.07M | 0.32% | −1,211−10.3% | Reduced |
| Byrne Asset Management LLC | 10,579 | $3.07M | 2.06% | −485−4.4% | Reduced |
| VisionPoint Advisory Group, LLC | 10,577 | $3.07M | 0.67% | +3,176+42.9% | Added |
| Hemenway Trust Co LLC | 10,574 | $3.07M | 0.24% | −330−3.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 10,557 | $3.06M | 0.38% | +13+0.1% | Added |
| Sierra Summit Advisors LLC | 10,548 | $3.06M | 0.54% | −230−2.1% | Reduced |
| Capital Advisors, Ltd. LLC | 10,539 | $3.06M | 0.38% | +49+0.5% | Added |
| Trillium Asset Management, LLC | 10,531 | $3.05M | 0.08% | +200+1.9% | Added |
| U S Wealth Group, LLC. | 10,525 | $3.05M | 2.38% | −1,342−11.3% | Reduced |
| Summit Financial Strategies, Inc. | 10,502 | $3.04M | 0.28% | +131+1.3% | Added |
| Cypress Wealth Services, LLC | 10,471 | $3.04M | 0.54% | −41−0.4% | Reduced |
| Kennebec Savings Bank | 10,449 | $3.03M | 2.97% | −160−1.5% | Reduced |
| OMC Financial Services LTD | 10,445 | $3.03M | 1.24% | −15−0.1% | Reduced |
| GTS Securities LLC | 10,429 | $3.02M | 0.13% | −4,079−28.1% | Reduced |
| Hilltop National Bank | 10,422 | $3.02M | 0.79% | +10,422 | New |
| Armstrong, Fleming & Moore, Inc | 10,417 | $3.02M | 1.64% | +5,348+105.5% | Added |
| 1620 Investment Advisors, Inc. | 10,407 | $3.02M | 2.14% | +39+0.4% | Added |
| Vista Investment Partners LLC | 10,401 | $3.02M | 0.87% | +65+0.6% | Added |
| Montz Harcus Wealth Management LLC | 10,387 | $3.01M | 1.45% | +12+0.1% | Added |
| Galaxy Digital Capital Management GP LLC | 10,383 | $3.01M | 3.76% | +4,634+80.6% | Added |
| Personal Cfo Solutions, LLC | 10,382 | $3.01M | 0.56% | +1,062+11.4% | Added |
| Arcataur Capital Management LLC | 10,359 | $3.00M | 0.94% | +16+0.2% | Added |
| First Command Advisory Services, Inc. | 10,341 | $3.00M | 0.03% | +1,035+11.1% | Added |
| Deane Retirement Strategies, Inc. | 10,346 | $3.00M | 1.34% | +195+1.9% | Added |
| Cooper Financial Group | 10,333 | $3.00M | 0.35% | +331+3.3% | Added |
| JSF Financial, LLC | 10,328 | $2.99M | 0.71% | +980+10.5% | Added |
| Applied Capital LLC | 10,321 | $2.99M | 2.23% | +7+0.1% | Added |
| Cacti Asset Management LLC | 10,410 | $2.99M | 0.22% | −500−4.6% | Reduced |
| Addison Advisors LLC | 10,308 | $2.99M | 0.75% | +1,693+19.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,308 | $2.99M | 0.03% | −934−8.3% | Reduced |
| Consolidated Portfolio Review Corp | 10,303 | $2.99M | 0.41% | +484+4.9% | Added |
| Granite Group Advisors, LLC | 10,279 | $2.98M | 1.79% | −23−0.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 10,269 | $2.98M | 0.53% | +714+7.5% | Added |
| CKW Financial Group | 10,250 | $2.98M | 0.34% | −180−1.7% | Reduced |
| Vivid Wealth Management, LLC | 10,264 | $2.98M | 1.31% | −828−7.5% | Reduced |
| Brass Tax Wealth Management, Inc | 10,258 | $2.97M | 0.57% | +323+3.3% | Added |
| Wolff Wiese Magana LLC | 10,255 | $2.97M | 1.84% | −497−4.6% | Reduced |
| Kidder Stephen W | 10,253 | $2.97M | 0.89% | −287−2.7% | Reduced |
| HHM Wealth Advisors, LLC | 10,242 | $2.97M | 0.35% | −99−1.0% | Reduced |
| LifeSteps Financial, Inc. | 10,232 | $2.97M | 2.04% | +243+2.4% | Added |
| Farrow Financial Inc. | 10,224 | $2.96M | 1.80% | −461−4.3% | Reduced |
| Core Wealth Partners LLC | 10,223 | $2.96M | 1.50% | +1,596+18.5% | Added |
| First Bank & Trust | 10,202 | $2.96M | 0.53% | −307−2.9% | Reduced |
| Austin Private Wealth, LLC | 10,194 | $2.96M | 0.23% | +454+4.7% | Added |
| Alexander Randolph Advisory, Inc. | 10,193 | $2.96M | 2.65% | −2,536−19.9% | Reduced |
| Sky Investment Group LLC | 10,180 | $2.95M | 0.52% | +75+0.7% | Added |
| High Net Worth Advisory Group LLC | 10,176 | $2.95M | 0.78% | −555−5.2% | Reduced |
| My Legacy Advisors, LLC | 10,234 | $2.95M | 1.05% | +336+3.4% | Added |
| Waterway Wealth Management, LLC | 10,147 | $2.94M | 0.89% | +2,346+30.1% | Added |
| Hazlett, Burt & Watson, Inc. | 10,148 | $2.94M | 1.20% | −295−2.8% | Reduced |
| Sandy Cove Advisors, LLC | 10,137 | $2.94M | 1.06% | +1,186+13.2% | Added |
| Sym Financial Corp | 10,108 | $2.93M | 0.33% | +3,884+62.4% | Added |
| Wernau Asset Management Inc. | 10,108 | $2.93M | 3.31% | −1,450−12.5% | Reduced |
| Bath Savings Trust Co | 10,093 | $2.93M | 0.30% | −51−0.5% | Reduced |
| Hemington Wealth Management | 10,088 | $2.92M | 0.42% | +165+1.7% | Added |
| Bank of Jackson Hole Trust | 10,084 | $2.92M | 1.66% | +313+3.2% | Added |
| Perennial Investment Advisors, LLC | 10,060 | $2.92M | 0.28% | +341+3.5% | Added |
| Harmony Asset Management LLC | 10,051 | $2.91M | 1.09% | +11+0.1% | Added |
| Corundum Group, Inc. | 10,041 | $2.91M | 1.29% | −23−0.2% | Reduced |
| KC Investment Advisors, LLC | 10,041 | $2.91M | 1.00% | +61+0.6% | Added |
| MWA Asset Management | 10,039 | $2.91M | 1.78% | −252−2.4% | Reduced |
| Yarger Wealth Strategies, LLC | 10,033 | $2.91M | 1.52% | +1,961+24.3% | Added |
| Advent Capital Management | 10,000 | $2.90M | 0.06% | +10,000 | New |
| Windsor Capital Management, LLC | 9,991 | $2.90M | 0.84% | −494−4.7% | Reduced |
| Sage Rhino Capital LLC | 9,991 | $2.90M | 0.61% | −43−0.4% | Reduced |
| Kathmere Capital Management, LLC | 9,981 | $2.89M | 0.22% | +1,901+23.5% | Added |
| Matrix Trust Co | 9,952 | $2.88M | 0.46% | −73−0.7% | Reduced |
| Pointe Capital Management LLC | 9,943 | $2.88M | 1.50% | 00.0% | Unchanged |
| US Asset Management LLC | 9,934 | $2.88M | 2.50% | −27−0.3% | Reduced |
| Carson Advisory Inc. | 9,933 | $2.88M | 1.83% | −50−0.5% | Reduced |
| MBL Wealth, LLC | 9,917 | $2.88M | 0.28% | −217−2.1% | Reduced |
| Allegheny Financial Group LTD | 9,914 | $2.87M | 0.64% | +131+1.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,905 | $2.87M | 1.77% | −145−1.4% | Reduced |
| Morris Financial Concepts, Inc. | 9,884 | $2.87M | 1.14% | −97−1.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 9,875 | $2.86M | 0.53% | 00.0% | Unchanged |