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; 5,157 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
- −774.8K (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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 860,562 | $249.5M | 0.56% | +2,407+0.3% | Added |
| Actiam N.V. | 856,259 | $248.2M | 3.18% | +43,396+5.3% | Added |
| SEI Investments Co | 853,970 | $247.6M | 0.29% | +18,922+2.3% | Added |
| Teacher Retirement System of Texas | 836,670 | $242.6M | 1.02% | −108,890−11.5% | Reduced |
| GWM Advisors LLC | 830,470 | $240.8M | 1.24% | +156,977+23.3% | Added |
| Clark Capital Management Group, Inc. | 830,069 | $240.6M | 1.67% | +52,056+6.7% | Added |
| Empower Advisory Group, LLC | 828,122 | $240.1M | 0.72% | +23,504+2.9% | Added |
| Arizona State Retirement System | 817,422 | $237.0M | 1.37% | −2,937−0.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 811,600 | $235.3M | 1.72% | +258,200+46.7% | Added |
| Employees Provident Fund Board | 800,000 | $231.9M | 2.00% | +296,259+58.8% | Added |
| First Financial Bankshares Inc | 791,817 | $229.6M | 5.14% | +5,228+0.7% | Added |
| AXA S.A. | 789,932 | $229.0M | 0.66% | +21,437+2.8% | Added |
| LGT Group Foundation | 775,301 | $224.8M | 2.82% | +28,961+3.9% | Added |
| Loomis Sayles & Co L P | 772,736 | $224.0M | 0.28% | +83,856+12.2% | Added |
| Bartlett & Co. Wealth Management LLC | 767,328 | $222.5M | 3.10% | +11,988+1.6% | Added |
| Susquehanna International Group, LLP | 766,369 | $222.2M | 0.34% | +46,832+6.5% | Added |
| Ferguson Wellman Capital Management, Inc | 761,725 | $220.8M | 3.89% | −12,853−1.7% | Reduced |
| AMF Pensionsforsakring AB | 760,777 | $220.6M | 1.47% | +175,324+29.9% | Added |
| EP Wealth Advisors, LLC | 754,053 | $218.6M | 1.44% | +49,448+7.0% | Added |
| Calamos Advisors LLC | 747,053 | $216.6M | 0.93% | −4,733−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 742,305 | $215.2M | 0.75% | +586+0.1% | Added |
| Groupama Asset Managment | 748,092 | $214.8M | 3.55% | +25,835+3.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 744,490 | $213.9M | 2.11% | +103,134+16.1% | Added |
| ProShare Advisors LLC | 737,114 | $213.7M | 0.43% | −47,963−6.1% | Reduced |
| Quantinno Capital Management LP | 734,381 | $212.9M | 0.92% | +243,960+49.7% | Added |
| Capital Group Private Client Services, Inc. | 734,341 | $212.9M | 1.84% | −5,113−0.7% | Reduced |
| James Hambro & Partners | 729,479 | $211.4M | 8.36% | −3,973−0.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 728,362 | $211.2M | 1.98% | −39,342−5.1% | Reduced |
| RE Advisers Corp | 721,936 | $209.3M | 4.96% | −33,900−4.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 719,163 | $208.5M | 1.88% | +27,106+3.9% | Added |
| Quilter Plc | 715,816 | $207.5M | 3.79% | −8,179−1.1% | Reduced |
| Assetmark, Inc | 712,279 | $206.5M | 0.49% | +73,417+11.5% | Added |
| Forsta Ap-Fonden | 708,200 | $205.3M | 1.35% | −9,400−1.3% | Reduced |
| MetLife Investment Management | 708,098 | $205.3M | 1.21% | −18,399−2.5% | Reduced |
| Sanctuary Advisors, LLC | 701,682 | $203.4M | 1.26% | +41,020+6.2% | Added |
| Douglas Lane & Associates, LLC | 701,037 | $203.2M | 2.95% | −45,768−6.1% | Reduced |
| DnB Asset Management AS | 690,396 | $200.2M | 0.83% | −66,498−8.8% | Reduced |
| Gateway Investment Advisers LLC | 689,807 | $200.0M | 2.19% | −18,127−2.6% | Reduced |
| LSV Asset Management | 689,700 | $200.0M | 0.47% | −20,836−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 687,963 | $199.5M | 1.53% | +123,902+22.0% | Added |
| Candriam Luxembourg S.C.A. | 687,449 | $199.3M | 1.15% | −76,860−10.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 685,921 | $198.9M | 1.55% | +19,132+2.9% | Added |
| Nissay Asset Management Corp | 684,131 | $198.3M | 1.16% | +178,576+35.3% | Added |
| Atalanta Sosnoff Capital, LLC | 682,907 | $198.0M | 4.02% | −5,836−0.8% | Reduced |
| Kames Capital plc | 683,566 | $197.9M | 2.53% | +21,241+3.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 681,588 | $197.6M | 1.05% | +42,155+6.6% | Added |
| Acadian Asset Management LLC | 681,512 | $197.6M | 0.41% | +268,977+65.2% | Added |
| Welch & Forbes LLC | 679,848 | $197.1M | 2.46% | −9,967−1.4% | Reduced |
| Czech National Bank | 679,309 | $196.9M | 1.53% | +37,087+5.8% | Added |
| Westwood Holdings Group Inc. | 676,264 | $196.1M | 1.41% | −64,227−8.7% | Reduced |
| CIBC World Markets Corp | 655,197 | $189.9M | 1.26% | +11,995+1.9% | Added |
| Smead Capital Management, Inc. | 648,003 | $187.9M | 3.76% | −339,152−34.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 645,723 | $187.5M | 0.31% | −52,048−7.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 644,950 | $187.0M | 1.27% | +64,808+11.2% | Added |
| Whittier Trust Co | 640,969 | $185.8M | 2.24% | +27,067+4.4% | Added |
| D. E. Shaw & Co., Inc. | 636,978 | $184.7M | 0.18% | −173,147−21.4% | Reduced |
| Davis Selected Advisers | 636,042 | $184.4M | 0.99% | −3,810−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 633,623 | $183.7M | 0.79% | +101,177+19.0% | Added |
| Capital International Inc | 627,270 | $181.9M | 1.77% | +69,413+12.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 615,532 | $178.4M | 0.54% | −6,134−1.0% | Reduced |
| Employees Retirement System of Texas | 614,600 | $178.2M | 1.45% | −122,900−16.7% | Reduced |
| DJE Kapital AG | 603,316 | $175.2M | 4.28% | +43,261+7.7% | Added |
| Evercore Wealth Management, LLC | 600,108 | $174.0M | 2.70% | −36,107−5.7% | Reduced |
| Agf Management Ltd | 599,394 | $173.8M | 0.79% | +16,167+2.8% | Added |
| Stonegate Investment Group, LLC | 590,089 | $171.1M | 4.30% | −121,997−17.1% | Reduced |
| Mercer Global Advisors Inc | 587,767 | $170.4M | 0.38% | +12,293+2.1% | Added |
| Davenport & Co LLC | 586,514 | $169.7M | 0.94% | −738−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 584,358 | $169.4M | 2.40% | −17,049−2.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 583,668 | $169.2M | 1.62% | −38,897−6.2% | Reduced |
| Clear Street LLC | 575,000 | $166.7M | 0.98% | +425,000+283.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 573,700 | $166.3M | 1.77% | −469,654−45.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 572,275 | $165.9M | 1.98% | −6,262−1.1% | Reduced |
| Factory Mutual Insurance Co | 566,725 | $164.3M | 1.80% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 565,838 | $164.0M | 1.13% | −33,900−5.7% | Reduced |
| Zurich Insurance Group Ltd | 563,640 | $163.4M | 1.26% | −89,727−13.7% | Reduced |
| QRG Capital Management, Inc. | 561,209 | $162.7M | 1.42% | +38,718+7.4% | Added |
| Federated Hermes, Inc. | 557,654 | $161.7M | 0.30% | −76,350−12.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 555,656 | $161.1M | 0.71% | +19,812+3.7% | Added |
| Amalgamated Bank | 541,154 | $156.9M | 1.21% | −4,126−0.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 538,100 | $156.0M | 1.09% | −9,600−1.8% | Reduced |
| IFM Investors Pty Ltd | 536,123 | $155.4M | 1.48% | +12,955+2.5% | Added |
| Capital Advisors Inc | 535,819 | $155.3M | 2.79% | +28,779+5.7% | Added |
| Bridges Investment Management Inc | 530,730 | $153.9M | 2.08% | −1,158−0.2% | Reduced |
| Commerzbank Aktiengesellschaft | 522,740 | $151.5M | 3.47% | −58,742−10.1% | Reduced |
| Parnassus Investments | 519,146 | $150.5M | 0.35% | +145,324+38.9% | Added |
| Daiwa Securities Group Inc. | 513,265 | $148.8M | 0.55% | +19,760+4.0% | Added |
| Los Angeles Capital Management LLC | 512,399 | $148.5M | 0.56% | −104,184−16.9% | Reduced |
| ASR Vermogensbeheer N.V. | 505,552 | $146.6M | 1.90% | −9,885−1.9% | Reduced |
| Erste Asset Management GmbH | 500,516 | $143.8M | 1.21% | +307,181+158.9% | Added |
| Pinnacle Financial Partners Inc | 494,218 | $143.3M | 3.01% | −119,507−19.5% | Reduced |
| TCW Group Inc | 493,318 | $143.0M | 1.12% | −10,276−2.0% | Reduced |
| CIBC Asset Management Inc | 495,492 | $142.8M | 0.45% | −22,365−4.3% | Reduced |
| Jane Street Group, LLC | 490,538 | $142.2M | 0.23% | −78,757−13.8% | Reduced |
| Swiss Life Asset Management Ltd | 485,242 | $140.7M | 0.83% | +36,737+8.2% | Added |
| Waverton Investment Management Ltd | 483,447 | $140.1M | 1.93% | +62,416+14.8% | Added |
| Tiaa Trust, National Association | 481,936 | $139.7M | 0.36% | +13,468+2.9% | Added |
| Kestra Advisory Services, LLC | 479,817 | $139.1M | 0.68% | −4,010−0.8% | Reduced |
| Groupe la Francaise | 478,314 | $138.2M | 2.24% | +40,980+9.4% | Added |
| Sapient Capital LLC | 472,376 | $136.9M | 2.45% | −3,810−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 471,818 | $136.8M | 0.68% | −280,697−37.3% | Reduced |