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 |
|---|---|---|---|---|---|
| Basswood Capital Management, L.L.C. | 469,496 | $136.1M | 6.78% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 467,031 | $135.4M | 5.48% | +119,117+34.2% | Added |
| Oppenheimer Asset Management Inc. | 466,333 | $135.2M | 1.55% | −1,180−0.3% | Reduced |
| Lido Advisors, LLC | 466,179 | $135.2M | 0.71% | +44,329+10.5% | Added |
| Pathstone Holdings, LLC | 462,307 | $134.0M | 0.53% | +10,189+2.3% | Added |
| Utah Retirement Systems | 461,316 | $133.7M | 1.40% | −4,021−0.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 457,869 | $132.7M | 1.07% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 457,341 | $132.6M | 1.07% | −2,829−0.6% | Reduced |
| Man Group plc | 456,352 | $132.3M | 0.29% | +27,072+6.3% | Added |
| USS Investment Management Ltd | 449,292 | $130.2M | 0.82% | −2,798−0.6% | Reduced |
| HM Payson & Co | 446,638 | $129.5M | 2.05% | +64,628+16.9% | Added |
| Midwest Trust Co | 445,383 | $129.1M | 1.79% | +445,383 | New |
| JustInvest LLC | 442,656 | $128.4M | 1.45% | +77,378+21.2% | Added |
| MAI Capital Management | 440,915 | $127.8M | 0.89% | +12,956+3.0% | Added |
| British Columbia Investment Management Corp | 440,519 | $127.7M | 0.74% | −97,898−18.2% | Reduced |
| Achmea Investment Management B.V. | 439,976 | $127.6M | 1.65% | +68,261+18.4% | Added |
| Pinnacle Associates Ltd | 437,680 | $126.9M | 1.84% | −5,344−1.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 437,514 | $126.8M | 1.17% | +73,400+20.2% | Added |
| Staley Capital Advisers Inc | 436,748 | $126.6M | 5.39% | −6,631−1.5% | Reduced |
| NewEdge Wealth, LLC | 438,509 | $125.8M | 1.97% | +16,101+3.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 433,089 | $125.6M | 0.44% | +61,706+16.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 432,511 | $125.4M | 0.24% | +105,703+32.3% | Added |
| Adviser Investments LLC | 431,284 | $125.0M | 1.56% | +3,659+0.9% | Added |
| AE Wealth Management LLC | 428,184 | $124.1M | 0.91% | +30,821+7.8% | Added |
| Xponance, Inc. | 427,033 | $123.8M | 1.03% | +10,498+2.5% | Added |
| Manning & Napier Advisors LLC | 425,835 | $123.5M | 1.47% | +108,215+34.1% | Added |
| CWM, LLC | 425,818 | $123.4M | 0.44% | −1,357−0.3% | Reduced |
| Umb Bank N A | 423,014 | $122.6M | 1.91% | −11,300−2.6% | Reduced |
| Advisors Capital Management, LLC | 422,983 | $122.6M | 1.68% | −21,688−4.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 421,767 | $122.3M | 1.14% | +12,845+3.1% | Added |
| Eastern Bank | 421,682 | $122.2M | 2.33% | −4,839−1.1% | Reduced |
| RMB Capital Management, LLC | 418,370 | $121.3M | 2.30% | +48,806+13.2% | Added |
| Banco Santander, S.A. | 415,062 | $120.3M | 1.14% | +50,404+13.8% | Added |
| D.A. Davidson & Co. | 411,478 | $119.3M | 0.84% | −2,317−0.6% | Reduced |
| Glenview Trust Co | 410,131 | $118.9M | 2.06% | −1,775−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 409,708 | $118.8M | 2.39% | −8,292−2.0% | Reduced |
| ABN AMRO Bank N.V. | 405,578 | $118.3M | 1.54% | +13,172+3.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 407,880 | $118.2M | 0.29% | −54,821−11.8% | Reduced |
| Oppenheimer & Co Inc | 405,686 | $117.6M | 1.56% | +7,868+2.0% | Added |
| Beck Mack & Oliver LLC | 403,865 | $117.1M | 2.24% | −17,587−4.2% | Reduced |
| Guidance Point Advisors, LLC | 400,939 | $116.2M | 29.86% | 00.0% | Unchanged |
| Hardy Reed LLC | 400,505 | $116.1M | 9.30% | −750.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 398,699 | $115.6M | 2.12% | +24,835+6.6% | Added |
| Associated Banc-Corp | 395,656 | $114.7M | 3.25% | −4,833−1.2% | Reduced |
| Wilkinson Global Asset Management LLC | 393,242 | $114.0M | 7.17% | −55,287−12.3% | Reduced |
| TCTC Holdings, LLC | 388,831 | $112.7M | 3.62% | +1830.0% | Added |
| Mediolanum International Funds Ltd | 392,044 | $112.6M | 1.35% | +23,888+6.5% | Added |
| Barr E S & Co | 384,012 | $111.3M | 6.38% | −23,372−5.7% | Reduced |
| Stephens Inc | 383,778 | $111.3M | 1.53% | +8,353+2.2% | Added |
| Global Frontier Investments LLC | 379,000 | $109.9M | 26.20% | +379,000 | New |
| Beacon Pointe Advisors, LLC | 378,389 | $109.7M | 1.15% | +968+0.3% | Added |
| New York Life Investment Management LLC | 378,045 | $109.6M | 1.03% | +4,025+1.1% | Added |
| Cullen/Frost Bankers, Inc. | 376,735 | $109.2M | 1.37% | −865−0.2% | Reduced |
| Ofi Invest Asset Management | 442,101 | $109.2M | 2.71% | +74,390+20.2% | Added |
| Hancock Whitney Corp | 375,966 | $109.0M | 2.08% | +184,232+96.1% | Added |
| Yousif Capital Management, LLC | 374,921 | $108.7M | 1.17% | −7,061−1.8% | Reduced |
| Becker Capital Management Inc | 374,702 | $108.6M | 3.39% | −2,801−0.7% | Reduced |
| Varma Mutual Pension Insurance Co | 371,511 | $107.7M | 0.79% | −6,600−1.7% | Reduced |
| Davis R M Inc | 367,872 | $106.6M | 1.98% | +21,062+6.1% | Added |
| Private Advisor Group, LLC | 365,982 | $106.1M | 0.57% | +14,748+4.2% | Added |
| Allworth Financial LP | 364,388 | $105.6M | 0.51% | +28,796+8.6% | Added |
| United Capital Financial Advisers, LLC | 364,338 | $105.6M | 0.85% | −6,040−1.6% | Reduced |
| Nearwater Capital Markets, Ltd | 362,000 | $104.9M | 1.68% | +54,000+17.5% | Added |
| Stock Yards Bank & Trust Co | 361,583 | $104.8M | 3.50% | +5,264+1.5% | Added |
| M&G Plc | 360,666 | $104.6M | 0.58% | −5,497−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 360,312 | $104.5M | 0.72% | +11,624+3.3% | Added |
| Berkshire Asset Management LLC | 356,372 | $103.3M | 4.69% | −1,301−0.4% | Reduced |
| Principle Wealth Partners LLC | 355,616 | $103.1M | 6.44% | +3,708+1.1% | Added |
| Gabelli Funds LLC | 354,138 | $102.7M | 0.73% | −6,112−1.7% | Reduced |
| Wealthfront Advisers LLC | 351,484 | $101.9M | 0.26% | +33,493+10.5% | Added |
| Waters Parkerson & Co., LLC | 351,321 | $101.9M | 5.08% | −3,883−1.1% | Reduced |
| Vaughan David Investments LLC | 349,640 | $101.4M | 2.27% | −2,651−0.8% | Reduced |
| Capital International Sarl | 349,587 | $101.3M | 1.95% | −11,127−3.1% | Reduced |
| Vontobel Holding Ltd. | 349,062 | $101.2M | 0.33% | +2,565+0.7% | Added |
| Cresset Asset Management, LLC | 348,874 | $101.1M | 0.51% | −32,795−8.6% | Reduced |
| Balyasny Asset Management LLC | 348,509 | $101.0M | 0.23% | +268,797+337.2% | Added |
| Park National Corp | 348,262 | $101.0M | 3.33% | −19,552−5.3% | Reduced |
| Ieq Capital, LLC | 346,774 | $100.5M | 0.62% | +23,757+7.4% | Added |
| Donaldson Capital Management, LLC | 345,465 | $100.2M | 3.68% | +861+0.2% | Added |
| Union Bancaire Privee, UBP SA | 367,359 | $99.7M | 1.65% | +28,474+8.4% | Added |
| Pzena Investment Management LLC | 342,316 | $99.2M | 0.32% | +30,083+9.6% | Added |
| Bryn Mawr Trust Co | 340,891 | $98.8M | 1.76% | −12,725−3.6% | Reduced |
| Mutual of America Capital Management LLC | 339,703 | $98.5M | 1.06% | −8,437−2.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 338,099 | $98.0M | 5.51% | −8,681−2.5% | Reduced |
| Alpha Cubed Investments, LLC | 337,830 | $97.9M | 3.72% | +5,433+1.6% | Added |
| Henshaw Capital LLC | 337,139 | $97.7M | 3.87% | 00.0% | Unchanged |
| Fiduciary Trust Co | 334,267 | $96.9M | 1.19% | −4,775−1.4% | Reduced |
| Flputnam Investment Management Co | 330,730 | $95.9M | 1.65% | −3,413−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 328,596 | $95.3M | 0.52% | +5,246+1.6% | Added |
| E. Ohman J:or Asset Management AB | 328,404 | $95.2M | 2.36% | −13,868−4.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 326,754 | $94.7M | 5.48% | −12,215−3.6% | Reduced |
| Two Sigma Advisers, LP | 324,300 | $94.0M | 0.19% | +307,000+1,774.6% | Added |
| Mesirow Financial Investment Management, Inc. | 319,311 | $92.6M | 1.81% | +3,333+1.1% | Added |
| Junto Capital Management LP | 315,892 | $91.6M | 1.94% | −185−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 314,819 | $91.3M | 0.06% | +29,457+10.3% | Added |
| Aptus Capital Advisors, LLC | 314,340 | $91.1M | 0.90% | +12,244+4.1% | Added |
| Wesbanco Bank Inc | 313,876 | $91.0M | 2.70% | +11,171+3.7% | Added |
| State of Alaska, Department of Revenue | 312,506 | $90.6M | 0.97% | −14,991−4.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 311,270 | $90.2M | 2.05% | +389+0.1% | Added |
| Kestra Private Wealth Services, LLC | 309,708 | $89.8M | 1.29% | +1,780+0.6% | Added |