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 |
|---|---|---|---|---|---|
| Senator Investment Group LP | 307,000 | $89.0M | 3.44% | +307,000 | New |
| Ancora Advisors, LLC | 305,757 | $88.6M | 1.85% | −895−0.3% | Reduced |
| Citizens Financial Group Inc | 305,191 | $88.5M | 1.42% | −1,597−0.5% | Reduced |
| Meyer Handelman Co | 301,059 | $87.3M | 2.88% | +1,515+0.5% | Added |
| BNP Paribas | 299,899 | $87.2M | 2.83% | +55,369+22.6% | Added |
| Woodline Partners LP | 300,613 | $87.2M | 0.46% | +64,384+27.3% | Added |
| Atlantic Union Bankshares Corp | 300,387 | $87.1M | 1.99% | +153,671+104.7% | Added |
| OP Asset Management Ltd | 299,859 | $86.9M | 1.28% | +4,639+1.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 297,568 | $86.3M | 1.91% | −1,973−0.7% | Reduced |
| Synovus Financial Corp | 294,676 | $85.4M | 1.05% | −7,315−2.4% | Reduced |
| First Manhattan Co | 293,530 | $85.1M | 0.24% | −8,766−2.9% | Reduced |
| Massmutual Trust Co FSB | 290,889 | $84.3M | 2.25% | −7,640−2.6% | Reduced |
| McDonald Capital Investors Inc | 289,677 | $84.0M | 5.27% | +51,807+21.8% | Added |
| Argent Trust Co | 288,532 | $83.6M | 3.16% | +1090.0% | Added |
| Toroso Investments, LLC | 286,605 | $83.1M | 0.54% | +24,715+9.4% | Added |
| Aristotle Atlantic Partners, LLC | 286,454 | $83.0M | 2.53% | −6,313−2.2% | Reduced |
| Welch Group, LLC | 285,533 | $82.8M | 3.46% | +1,386+0.5% | Added |
| Bowen Hanes & Co Inc | 281,884 | $81.7M | 2.06% | +4,450+1.6% | Added |
| Seizert Capital Partners, LLC | 279,089 | $80.9M | 3.56% | +985+0.4% | Added |
| Evelyn Partners Investment Management LLP | 277,925 | $80.6M | 2.46% | +26,615+10.6% | Added |
| Silvercrest Asset Management Group LLC | 272,872 | $79.1M | 0.53% | +4,620+1.7% | Added |
| RNC Capital Management LLC | 271,969 | $78.8M | 3.82% | −441−0.2% | Reduced |
| Tocqueville Asset Management L.P. | 269,066 | $78.0M | 1.19% | −8,842−3.2% | Reduced |
| Dodge & Cox | 267,683 | $77.6M | 0.04% | −9,340−3.4% | Reduced |
| Investment Management Corp of Ontario | 266,700 | $77.3M | 1.13% | −94,643−26.2% | Reduced |
| Lockheed Martin Investment Management Co | 266,020 | $77.1M | 2.82% | −64,990−19.6% | Reduced |
| North Star Investment Management Corp. | 265,745 | $77.0M | 5.37% | +20.0% | Added |
| Daymark Wealth Partners, LLC | 265,605 | $77.0M | 2.93% | +12,274+4.8% | Added |
| Clearstead Advisors, LLC | 264,185 | $76.6M | 1.08% | +11,416+4.5% | Added |
| Congress Wealth Management LLC | 263,716 | $76.5M | 0.74% | +20,959+8.6% | Added |
| Guggenheim Capital LLC | 262,567 | $76.1M | 0.62% | +1,802+0.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 258,718 | $75.0M | 1.10% | +1,876+0.7% | Added |
| Kempen Capital Management N.V. | 257,885 | $74.8M | 0.71% | −8,003−3.0% | Reduced |
| Roffman Miller Associates Inc | 257,230 | $74.6M | 4.45% | −2,305−0.9% | Reduced |
| iA Global Asset Management Inc. | 255,534 | $74.1M | 1.11% | −49,888−16.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 255,261 | $74.0M | 0.27% | +6,634+2.7% | Added |
| Beacon Investment Advisory Services, Inc. | 255,237 | $74.0M | 3.27% | −8,375−3.2% | Reduced |
| Pacer Advisors, Inc. | 253,720 | $73.6M | 0.19% | +43,837+20.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $73.2M | 0.62% | 00.0% | Unchanged |
| Dakota Wealth Management | 252,486 | $73.2M | 1.54% | −3,969−1.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 251,992 | $73.0M | 0.87% | −352−0.1% | Reduced |
| Crestwood Advisors Group LLC | 250,958 | $72.8M | 1.30% | −732−0.3% | Reduced |
| Nicholas Company, Inc. | 250,190 | $72.5M | 1.21% | −8,290−3.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 249,795 | $72.4M | 2.23% | −493−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 248,947 | $72.2M | 0.65% | −20,200−7.5% | Reduced |
| Bokf, NA | 248,410 | $72.0M | 1.17% | +1,402+0.6% | Added |
| Todd Asset Management LLC | 248,079 | $71.9M | 1.55% | −2,679−1.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 246,882 | $71.6M | 0.05% | +221,516+873.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 246,878 | $71.5M | 6.82% | −60,827−19.8% | Reduced |
| Raiffeisen Bank International AG | 251,688 | $71.5M | 1.06% | −2,892−1.1% | Reduced |
| Spears Abacus Advisors LLC | 246,234 | $71.4M | 1.44% | −8,877−3.5% | Reduced |
| First Horizon Advisors, Inc. | 246,141 | $71.4M | 1.85% | −690.0% | Reduced |
| Kimelman & Baird, LLC | 244,063 | $70.8M | 5.76% | −491−0.2% | Reduced |
| Deprince Race & Zollo Inc | 241,734 | $70.1M | 1.46% | −15,175−5.9% | Reduced |
| Crossmark Global Holdings, Inc. | 241,449 | $70.0M | 1.13% | +32,514+15.6% | Added |
| Oregon Public Employees Retirement Fund | 240,267 | $69.7M | 1.23% | +670.0% | Added |
| Venture Visionary Partners LLC | 238,863 | $69.2M | 2.61% | +6,791+2.9% | Added |
| Atria Investments LLC | 238,357 | $69.1M | 0.82% | −9,322−3.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 238,063 | $69.0M | 2.47% | 00.0% | Unchanged |
| Prudential PLC | 237,776 | $68.9M | 0.42% | +40,368+20.4% | Added |
| Fort Washington Investment Advisors Inc | 237,324 | $68.8M | 0.40% | +4,397+1.9% | Added |
| Argent Capital Management LLC | 234,323 | $67.9M | 1.94% | +6,556+2.9% | Added |
| ZWJ Investment Counsel Inc | 232,641 | $67.4M | 2.51% | −4,729−2.0% | Reduced |
| Pensionmark Financial Group, LLC | 231,592 | $67.1M | 1.53% | +23,437+11.3% | Added |
| Johnson Investment Counsel Inc | 230,250 | $66.8M | 0.60% | +5,146+2.3% | Added |
| Miller Howard Investments Inc | 229,902 | $66.7M | 2.11% | +443+0.2% | Added |
| Capital Investment Advisors, LLC | 229,308 | $66.5M | 1.19% | +5,220+2.3% | Added |
| Ceredex Value Advisors LLC | 228,503 | $66.2M | 1.42% | −13,469−5.6% | Reduced |
| Sculptor Capital LP | 228,300 | $66.2M | 1.07% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 228,111 | $66.1M | 0.82% | +39,682+21.1% | Added |
| Salem Investment Counselors Inc | 227,894 | $66.1M | 2.09% | −181−0.1% | Reduced |
| Modera Wealth Management, LLC | 226,505 | $65.7M | 0.81% | −2,609−1.1% | Reduced |
| Washington Trust Co | 225,408 | $65.3M | 2.31% | +4,471+2.0% | Added |
| Chilton Capital Management LLC | 224,912 | $65.2M | 2.39% | +16,550+7.9% | Added |
| NorthCrest Asset Manangement, LLC | 220,076 | $65.1M | 1.75% | +1,173+0.5% | Added |
| Elo Mutual Pension Insurance Co | 224,663 | $65.1M | 1.33% | +95,909+74.5% | Added |
| Main Street Research LLC | 224,286 | $65.0M | 4.05% | +5,611+2.6% | Added |
| RiverFront Investment Group, LLC | 223,537 | $64.8M | 1.26% | +58,354+35.3% | Added |
| Moore Capital Management, LP | 223,360 | $64.8M | 1.29% | +180,189+417.4% | Added |
| GW&K Investment Management, LLC | 222,648 | $64.5M | 0.58% | +23,312+11.7% | Added |
| Prospera Financial Services Inc | 222,489 | $64.5M | 1.20% | +43,700+24.4% | Added |
| Warren Averett Asset Management, LLC | 221,884 | $64.3M | 0.71% | +3,661+1.7% | Added |
| Crawford Investment Counsel Inc | 221,178 | $64.1M | 1.12% | −17,641−7.4% | Reduced |
| Hudson Bay Capital Management LP | 220,971 | $64.1M | 0.42% | +98,683+80.7% | Added |
| CSM Advisors, LLC | 217,688 | $63.1M | 1.84% | +124,546+133.7% | Added |
| Busey Wealth Management | 217,196 | $63.0M | 1.92% | −3,513−1.6% | Reduced |
| Empowered Funds, LLC | 215,924 | $62.6M | 0.71% | +40,569+23.1% | Added |
| Brinker Capital Investments, LLC | 215,659 | $62.5M | 0.53% | +13,534+6.7% | Added |
| Destination Wealth Management | 214,806 | $62.3M | 1.83% | −5,739−2.6% | Reduced |
| Jupiter Asset Management Ltd | 214,531 | $62.2M | 0.52% | +8,435+4.1% | Added |
| Brandes Investment Partners, LP | 213,684 | $62.0M | 0.56% | −18,645−8.0% | Reduced |
| Trust Co of Vermont | 211,639 | $61.4M | 2.89% | −528−0.2% | Reduced |
| FreeGulliver LLC | 210,679 | $61.1M | 28.14% | −521−0.2% | Reduced |
| Ingalls & Snyder LLC | 209,886 | $60.8M | 2.17% | −1,140−0.5% | Reduced |
| Villere St Denis J & Co LLC | 209,269 | $60.7M | 5.83% | −3,469−1.6% | Reduced |
| Country Trust Bank | 208,552 | $60.5M | 1.36% | −18,034−8.0% | Reduced |
| Baker Avenue Asset Management, LP | 208,089 | $60.3M | 1.72% | −4,513−2.1% | Reduced |
| Allianz SE | 207,993 | $60.3M | 1.42% | −2,593−1.2% | Reduced |
| Americana Partners, LLC | 206,167 | $59.8M | 2.06% | +2,541+1.2% | Added |
| Howard Capital Management Group, LLC | 205,880 | $59.7M | 4.15% | −2,445−1.2% | Reduced |