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 |
|---|---|---|---|---|---|
| Peoples Bank | 9,868 | $2.86M | 1.77% | −75−0.8% | Reduced |
| Powell Investment Advisors, LLC | 9,853 | $2.86M | 1.07% | +2,731+38.3% | Added |
| Aspire Growth Partners LLC | 9,850 | $2.86M | 2.34% | −72−0.7% | Reduced |
| Sather Financial Group Inc | 9,844 | $2.85M | 0.17% | +93+1.0% | Added |
| Monticello Wealth Management, LLC | 9,843 | $2.85M | 0.22% | −3,375−25.5% | Reduced |
| Notis-McConarty Edward | 9,843 | $2.85M | 1.39% | −110−1.1% | Reduced |
| Kingstone Capital Partners Texas, LLC | 9,836 | $2.85M | 1.86% | −2,115−17.7% | Reduced |
| Hunter Associates Investment Management LLC | 9,804 | $2.84M | 0.42% | −670−6.4% | Reduced |
| Chesapeake Wealth Management | 9,777 | $2.83M | 0.95% | −262−2.6% | Reduced |
| Pinnacle Wealth Management, LLC | 9,765 | $2.83M | 2.37% | +8,136+499.4% | Added |
| Forefront Wealth Management Inc. | 9,759 | $2.83M | 2.27% | −18−0.2% | Reduced |
| Masso Torrence Wealth Management Inc. | 9,756 | $2.83M | 1.31% | +417+4.5% | Added |
| O'Keefe Stevens Advisory, Inc. | 9,755 | $2.83M | 0.80% | +870+9.8% | Added |
| Orrstown Financial Services Inc | 9,752 | $2.83M | 0.60% | −521−5.1% | Reduced |
| Net Worth Advisory Group | 9,720 | $2.82M | 0.62% | −293−2.9% | Reduced |
| Leo Wealth, LLC | 9,753 | $2.82M | 0.22% | +4,358+80.8% | Added |
| Financial Perspectives, Inc | 9,719 | $2.82M | 0.85% | +40.0% | Added |
| Baker Tilly Wealth Management, LLC | 9,708 | $2.81M | 1.01% | −1,749−15.3% | Reduced |
| AA Financial Advisors, LLC | 9,703 | $2.81M | 0.61% | −961−9.0% | Reduced |
| Capital Performance Advisors LLP | 9,702 | $2.81M | 0.55% | +463+5.0% | Added |
| IMS Capital Management | 9,701 | $2.81M | 1.31% | −104−1.1% | Reduced |
| PCG Asset Management, LLC | 9,695 | $2.81M | 2.42% | −249−2.5% | Reduced |
| Meridian Financial Partners LLC | 9,680 | $2.81M | 1.32% | −340−3.4% | Reduced |
| Brown Financial Advisors | 9,662 | $2.80M | 1.09% | −260−2.6% | Reduced |
| Compass Capital Management, Inc | 9,660 | $2.80M | 0.15% | +9,660 | New |
| Amplius Wealth Advisors, LLC | 9,649 | $2.80M | 0.26% | −1,489−13.4% | Reduced |
| Constant Guidance Financial LLC | 9,684 | $2.79M | 2.81% | +9,684 | New |
| Terril Brothers, Inc. | 9,633 | $2.79M | 1.05% | +50+0.5% | Added |
| Elmwood Wealth Management, Inc. | 9,619 | $2.79M | 1.11% | −198−2.0% | Reduced |
| Waterfront Wealth Inc. | 9,617 | $2.79M | 0.63% | −113−1.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 9,615 | $2.79M | 0.32% | −2,135−18.2% | Reduced |
| NorthStar Asset Management LLC | 9,614 | $2.79M | 1.47% | +270+2.9% | Added |
| Autumn Glory Partners, LLC | 9,613 | $2.79M | 1.30% | +172+1.8% | Added |
| CFO4Life Group, LLC | 9,592 | $2.78M | 0.43% | −393−3.9% | Reduced |
| Trust Investment Advisors | 9,582 | $2.78M | 1.69% | −884−8.4% | Reduced |
| Triad Wealth Partners, LLC | 9,564 | $2.77M | 0.56% | +1,734+22.1% | Added |
| Brookwood Investment Group LLC | 9,554 | $2.77M | 0.45% | +4,616+93.5% | Added |
| Dohj, LLC | 11,490 | $2.77M | 0.80% | +1,560+15.7% | Added |
| China Universal Asset Management Co., Ltd. | 9,543 | $2.77M | 0.26% | −6,105−39.0% | Reduced |
| Medallion Wealth Advisors, LLC | 9,530 | $2.77M | 1.07% | +81+0.9% | Added |
| Ambassador Advisors, LLC | 9,531 | $2.76M | 0.43% | −836−8.1% | Reduced |
| Fullcircle Wealth LLC | 9,383 | $2.76M | 1.03% | +65+0.7% | Added |
| De Burlo Group Inc | 9,508 | $2.76M | 0.36% | −130−1.3% | Reduced |
| Fortitude Family Office, LLC | 9,506 | $2.76M | 0.91% | −884−8.5% | Reduced |
| Cornerstone Enterprises, LLC | 9,495 | $2.75M | 1.48% | −5,612−37.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,488 | $2.75M | 1.26% | −84−0.9% | Reduced |
| Keudell/Morrison Wealth Management | 9,484 | $2.75M | 0.61% | −941−9.0% | Reduced |
| Crescent Grove Advisors, LLC | 9,468 | $2.74M | 0.27% | −1,351−12.5% | Reduced |
| Strategies Wealth Advisors, LLC | 9,466 | $2.74M | 0.30% | −162−1.7% | Reduced |
| Security National Bank of So Dak | 9,461 | $2.74M | 1.49% | +25+0.3% | Added |
| Eukles Asset Management | 9,432 | $2.73M | 1.12% | −33−0.3% | Reduced |
| Concentric Capital Strategies, LP | 9,432 | $2.73M | 0.15% | −3,905−29.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 9,183 | $2.72M | 0.77% | −281−3.0% | Reduced |
| Papamarkou Wellner Asset Management inc. | 9,382 | $2.72M | 1.80% | +156+1.7% | Added |
| Emprise Bank | 9,372 | $2.72M | 1.30% | +53+0.6% | Added |
| Money Concepts Capital Corp | 9,359 | $2.71M | 0.18% | −1,615−14.7% | Reduced |
| Napa Wealth Management | 9,332 | $2.71M | 1.29% | +9,332 | New |
| Asio Capital, LLC | 9,328 | $2.70M | 0.45% | +290+3.2% | Added |
| Newbridge Financial Services Group, Inc. | 9,323 | $2.70M | 0.44% | +3,419+57.9% | Added |
| Prentice Wealth Management LLC | 9,314 | $2.70M | 0.71% | −350−3.6% | Reduced |
| Wall Street Access Asset Management, LLC | 9,311 | $2.70M | 0.94% | +2,566+38.0% | Added |
| Drive Wealth Management, LLC | 9,309 | $2.70M | 0.59% | +175+1.9% | Added |
| Kapstone Financial Advisors LLC | 9,306 | $2.70M | 1.35% | −20−0.2% | Reduced |
| First Heartland Consultants, Inc. | 9,303 | $2.70M | 0.24% | +817+9.6% | Added |
| Mosaic Financial Group, LLC | 9,281 | $2.69M | 2.06% | −15−0.2% | Reduced |
| Washington Capital Management Inc | 9,280 | $2.69M | 2.00% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 9,279 | $2.69M | 1.78% | −139−1.5% | Reduced |
| N.E.W. Advisory Services LLC | 9,255 | $2.68M | 0.26% | +716+8.4% | Added |
| Brian Low Financial Group, LLC | 9,235 | $2.68M | 2.51% | +9,235 | New |
| Reik & Co., LLC | 9,210 | $2.67M | 0.67% | +6,478+237.1% | Added |
| Samalin Investment Counsel, LLC | 9,191 | $2.66M | 1.02% | −71−0.8% | Reduced |
| Altman Advisors, Inc. | 9,165 | $2.66M | 1.09% | +67+0.7% | Added |
| Centennial Bank | 9,178 | $2.66M | 1.12% | −85−0.9% | Reduced |
| ROI Financial Advisors, LLC | 9,158 | $2.66M | 1.69% | +1,471+19.1% | Added |
| Hilltop Partners LLC | 9,141 | $2.65M | 0.80% | +890+10.8% | Added |
| Savoie Capital LLC | 9,129 | $2.65M | 0.33% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 9,115 | $2.64M | 1.25% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 9,104 | $2.64M | 1.28% | +526+6.1% | Added |
| Independent Solutions Wealth Management, LLC | 9,086 | $2.63M | 0.51% | +719+8.6% | Added |
| Navalign, LLC | 9,086 | $2.63M | 0.73% | −475−5.0% | Reduced |
| Kercheville Advisors, LLC | 9,065 | $2.63M | 0.91% | +7,015+342.2% | Added |
| Mendel Capital Management LLC | 9,057 | $2.63M | 1.50% | −140−1.5% | Reduced |
| Charter Oak Capital Management, LLC | 9,056 | $2.63M | 0.22% | +310+3.5% | Added |
| TKG Advisors, LLC | 9,054 | $2.62M | 1.18% | −77−0.8% | Reduced |
| Iron Financial, LLC | 9,050 | $2.62M | 1.39% | +65+0.7% | Added |
| Atwood & Palmer Inc | 9,043 | $2.62M | 0.16% | +94+1.1% | Added |
| Keystone Wealth Services, LLC | 9,029 | $2.62M | 0.63% | +1,463+19.3% | Added |
| Yukon Wealth Management, Inc. | 9,020 | $2.62M | 0.94% | +89+1.0% | Added |
| Birchbrook, Inc. | 9,002 | $2.61M | 1.40% | −151−1.6% | Reduced |
| Bayview Asset Management, LLC | 9,000 | $2.61M | 2.63% | −57−0.6% | Reduced |
| Freemont Management S.A. | 9,000 | $2.61M | 0.43% | +2,100+30.4% | Added |
| Virtue Capital Management, LLC | 8,999 | $2.61M | 0.48% | −2,014−18.3% | Reduced |
| Signet Financial Management, LLC | 8,981 | $2.60M | 0.33% | +159+1.8% | Added |
| Warm Springs Advisors Inc. | 8,975 | $2.60M | 2.23% | −158−1.7% | Reduced |
| Wealthquest Corp | 8,925 | $2.59M | 0.20% | +132+1.5% | Added |
| Financial Management Network Inc | 8,734 | $2.59M | 0.46% | +1,145+15.1% | Added |
| Bennett Selby Investments LP | 8,917 | $2.59M | 0.92% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8,913 | $2.58M | 1.57% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 8,904 | $2.58M | 0.55% | +5,512+162.5% | Added |
| Kelly Lawrence W & Associates Inc | 8,903 | $2.58M | 0.68% | −125−1.4% | Reduced |