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
- 4,753
- +144 vs. Q1 2025
- Shares held
- 2.01B
- −775.1K (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
- 2,013 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 204,508 | $59.3M | 0.34% | +23,715+13.1% | Added |
| Mill Capital Management, LLC | 204,137 | $59.2M | 4.64% | −4,055−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 204,079 | $59.2M | 0.80% | +4,211+2.1% | Added |
| Heritage Investors Management Corp | 204,014 | $59.1M | 1.87% | −4,265−2.0% | Reduced |
| Perfromance Wealth Partners, LLC | 203,613 | $59.0M | 1.89% | +4,036+2.0% | Added |
| Equitable Holdings, Inc. | 202,586 | $58.7M | 0.48% | +13,446+7.1% | Added |
| KCM Investment Advisors LLC | 200,446 | $58.1M | 1.95% | +18,969+10.5% | Added |
| Oakworth Capital, Inc. | 200,377 | $58.1M | 3.74% | +1,550+0.8% | Added |
| Cambiar Investors LLC | 200,152 | $58.0M | 2.44% | −5,339−2.6% | Reduced |
| Klingenstein Fields & Co LP | 200,043 | $58.0M | 2.30% | −5,509−2.7% | Reduced |
| Pictet & Cie (Europe) SA | 199,716 | $57.9M | 1.24% | +5,917+3.1% | Added |
| Moody Lynn & Lieberson, LLC | 199,082 | $57.7M | 3.33% | +2,162+1.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 198,928 | $57.7M | 0.17% | −40,731−17.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 198,460 | $57.5M | 2.62% | +31,300+18.7% | Added |
| HighPoint Advisor Group LLC | 197,583 | $57.3M | 3.04% | −1,135−0.6% | Reduced |
| Nexus Investment Management ULC | 197,419 | $57.2M | 8.55% | −1,203−0.6% | Reduced |
| Northeast Investment Management | 197,271 | $57.2M | 2.44% | −2,765−1.4% | Reduced |
| HB Wealth Management, LLC | 197,166 | $57.2M | 0.46% | −21,978−10.0% | Reduced |
| Marsico Capital Management LLC | 196,870 | $57.1M | 1.55% | +25,491+14.9% | Added |
| Kentucky Retirement Systems | 195,309 | $56.6M | 1.66% | +3,416+1.8% | Added |
| Two Sigma Investments, LP | 194,678 | $56.4M | 0.10% | +180,383+1,261.9% | Added |
| CBOE Vest Financial, LLC | 194,666 | $56.4M | 0.80% | +10,525+5.7% | Added |
| Meridian Wealth Management, LLC | 194,390 | $56.4M | 2.41% | +586+0.3% | Added |
| Wharton Business Group, LLC | 194,443 | $56.3M | 2.38% | −20,965−9.7% | Reduced |
| Illinois Municipal Retirement Fund | 193,210 | $56.0M | 0.76% | −13,696−6.6% | Reduced |
| FineMark National Bank & Trust | 192,827 | $55.9M | 1.90% | +48,314+33.4% | Added |
| Mizuho Securities USA LLC | 192,066 | $55.7M | 1.19% | +192,066 | New |
| St Germain D J Co Inc | 191,876 | $55.6M | 2.40% | +8,026+4.4% | Added |
| Maple Capital Management, Inc. | 191,841 | $55.6M | 3.81% | −2,394−1.2% | Reduced |
| Lazard Asset Management LLC | 191,012 | $55.4M | 0.08% | −2,374−1.2% | Reduced |
| Triglav Skladi, D.O.O. | 190,981 | $55.4M | 4.00% | +4,918+2.6% | Added |
| Holocene Advisors, LP | 190,162 | $55.1M | 0.14% | +116,278+157.4% | Added |
| ING Groep NV | 189,329 | $54.9M | 0.33% | +43,988+30.3% | Added |
| Braun Stacey Associates Inc | 188,409 | $54.6M | 1.98% | −1,240−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 187,733 | $54.4M | 1.92% | −4,717−2.5% | Reduced |
| Gradient Investments LLC | 187,431 | $54.3M | 0.99% | +90.0% | Added |
| Intech Investment Management LLC | 186,211 | $54.0M | 0.51% | −23,049−11.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 185,920 | $53.9M | 2.37% | +8,200+4.6% | Added |
| Integrated Wealth Concepts LLC | 184,812 | $53.6M | 0.54% | +15,354+9.1% | Added |
| First National Trust Co | 183,686 | $53.3M | 1.99% | −2,297−1.2% | Reduced |
| Howe & Rusling Inc | 183,468 | $53.2M | 3.93% | −694−0.4% | Reduced |
| Apollon Wealth Management, LLC | 182,740 | $53.0M | 1.05% | +7,664+4.4% | Added |
| Advisory Services Network, LLC | 176,168 | $52.2M | 0.84% | +15,625+9.7% | Added |
| Generali Asset Management SPA SGR | 179,815 | $52.1M | 1.19% | −40,331−18.3% | Reduced |
| Ostrum Asset Management | 179,265 | $52.0M | 2.44% | +4,224+2.4% | Added |
| Gamco Investors, Inc. Et Al | 178,684 | $51.8M | 0.51% | −28,053−13.6% | Reduced |
| American Assets Investment Management, LLC | 177,600 | $51.5M | 4.14% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 177,490 | $51.5M | 1.44% | +15,970+9.9% | Added |
| Segall Bryant & Hamill, LLC | 176,519 | $51.2M | 0.72% | +12,646+7.7% | Added |
| Lazard Freres Gestion S.A.S. | 175,551 | $50.9M | 1.06% | −6,286−3.5% | Reduced |
| Independent Advisor Alliance | 173,617 | $50.3M | 1.45% | −11,762−6.3% | Reduced |
| Payden & Rygel | 173,550 | $50.3M | 4.17% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 173,323 | $50.2M | 0.70% | +3,764+2.2% | Added |
| Eagle Global Advisors LLC | 173,204 | $50.2M | 2.03% | −2,075−1.2% | Reduced |
| Levin Capital Strategies, L.P. | 173,066 | $50.2M | 4.93% | −2,459−1.4% | Reduced |
| Estabrook Capital Management | 173,014 | $50.2M | 7.72% | −3,759−2.1% | Reduced |
| Cooke & Bieler LP | 172,311 | $50.0M | 0.50% | −4,717−2.7% | Reduced |
| Cornerstone Advisors, LLC | 172,200 | $49.9M | 1.71% | +1,500+0.9% | Added |
| Randolph Co Inc | 171,232 | $49.6M | 5.09% | +725+0.4% | Added |
| Chesley Taft & Associates LLC | 170,147 | $49.3M | 2.20% | −1,208−0.7% | Reduced |
| WestEnd Advisors, LLC | 169,492 | $49.1M | 1.22% | −23,146−12.0% | Reduced |
| Smith, Salley & Associates | 169,365 | $49.1M | 2.84% | +3,911+2.4% | Added |
| Central Trust Co | 169,032 | $49.0M | 1.13% | +453+0.3% | Added |
| Capital International Ltd | 168,102 | $48.7M | 1.87% | −16,577−9.0% | Reduced |
| Hartford Investment Management Co | 167,742 | $48.6M | 1.55% | −2,889−1.7% | Reduced |
| South State Corp. | 167,543 | $48.6M | 2.12% | +5,555+3.4% | Added |
| LMCG Investments, LLC | 167,501 | $48.6M | 3.04% | −6,625−3.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 167,285 | $48.5M | 2.62% | −3,862−2.3% | Reduced |
| Discovery Capital Management, LLC | 166,900 | $48.4M | 3.80% | +166,900 | New |
| Summit Financial, LLC | 166,679 | $48.3M | 1.09% | +43,134+34.9% | Added |
| Community Trust & Investment Co | 166,410 | $48.2M | 2.79% | −2,546−1.5% | Reduced |
| Vinva Investment Management Ltd | 167,820 | $48.2M | 1.29% | +41,748+33.1% | Added |
| Norinchukin Bank, The | 165,278 | $47.9M | 0.71% | +8,872+5.7% | Added |
| Drexel Morgan & Co. | 163,589 | $47.4M | 8.42% | +50,000+44.0% | Added |
| Bailard, Inc. | 163,323 | $47.3M | 1.10% | +12,536+8.3% | Added |
| NS Partners Ltd | 162,663 | $47.2M | 1.93% | −14,045−7.9% | Reduced |
| Highland Capital Management, LLC | 161,814 | $46.9M | 2.54% | −1,984−1.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 160,923 | $46.7M | 0.62% | −47,472−22.8% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $46.6M | 0.38% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 160,109 | $46.4M | 4.44% | +1,615+1.0% | Added |
| Metis Global Partners, LLC | 159,387 | $46.2M | 1.19% | −17,662−10.0% | Reduced |
| Foundations Investment Advisors, LLC | 159,070 | $46.1M | 0.73% | +13,329+9.1% | Added |
| Marco Investment Management LLC | 158,950 | $46.1M | 3.84% | +1,864+1.2% | Added |
| Aviso Financial Inc. | 158,667 | $46.0M | 2.07% | +3,881+2.5% | Added |
| Farmers & Merchants Investments Inc | 158,601 | $46.0M | 1.34% | −5,764−3.5% | Reduced |
| Park Avenue Securities LLC | 157,589 | $45.7M | 0.42% | +157,589 | New |
| Private Wealth Partners, LLC | 157,441 | $45.6M | 3.56% | −3,212−2.0% | Reduced |
| Martingale Asset Management L P | 156,692 | $45.4M | 1.11% | −21,883−12.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 156,509 | $45.4M | 2.89% | −861−0.5% | Reduced |
| Allen Investment Management LLC | 156,314 | $45.3M | 0.49% | −189−0.1% | Reduced |
| Modern Wealth Management, LLC | 155,937 | $45.2M | 1.11% | −852−0.5% | Reduced |
| Anchor Capital Advisors LLC | 154,303 | $44.7M | 1.31% | −1,837−1.2% | Reduced |
| TCG Advisory Services, LLC | 154,234 | $44.7M | 1.56% | −669−0.4% | Reduced |
| Blue Chip Partners, Inc. | 153,793 | $44.6M | 3.63% | −14,087−8.4% | Reduced |
| Valeo Financial Advisors, LLC | 152,911 | $44.3M | 1.09% | −21,689−12.4% | Reduced |
| Merit Financial Group, LLC | 151,463 | $43.9M | 0.49% | +40,053+36.0% | Added |
| Polaris Capital Management, LLC | 150,744 | $43.7M | 2.91% | −10,200−6.3% | Reduced |
| Central Securities Corp | 150,000 | $43.5M | 3.84% | −10,000−6.3% | Reduced |
| Cornerstone Investment Partners, LLC | 148,250 | $43.0M | 1.90% | +283+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 147,237 | $42.7M | 0.68% | +41,689+39.5% | Added |