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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 147,034 | $42.6M | 2.67% | −2,111−1.4% | Reduced |
| Carret Asset Management, LLC | 146,836 | $42.6M | 4.55% | −503−0.3% | Reduced |
| Louisiana State Employees Retirement System | 146,600 | $42.5M | 0.77% | −3,800−2.5% | Reduced |
| Wesleyan Assurance Society | 146,579 | $42.5M | 2.75% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 146,410 | $42.4M | 3.17% | +3,516+2.5% | Added |
| Conning Inc. | 146,262 | $42.4M | 1.46% | −12,081−7.6% | Reduced |
| Motley Fool Asset Management LLC | 145,974 | $42.3M | 1.95% | +15,910+12.2% | Added |
| Franklin Street Advisors Inc | 145,722 | $42.2M | 2.62% | −3,827−2.6% | Reduced |
| Securian Asset Management, Inc | 145,299 | $42.1M | 1.20% | −2,816−1.9% | Reduced |
| Gulf International Bank (UK) Ltd | 144,252 | $41.8M | 1.48% | −17,285−10.7% | Reduced |
| Fisher Funds Management LTD | 144,193 | $41.8M | 0.99% | −7,662−5.0% | Reduced |
| Snowden Capital Advisors LLC | 144,061 | $41.8M | 1.23% | −3,036−2.1% | Reduced |
| Wilsey Asset Management Inc | 143,934 | $41.7M | 7.69% | −214−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 143,416 | $41.6M | 2.34% | −2,059−1.4% | Reduced |
| First Citizens Bank & Trust Co | 143,298 | $41.5M | 0.75% | +8,985+6.7% | Added |
| Madison Asset Management, LLC | 143,220 | $41.5M | 0.45% | −10,434−6.8% | Reduced |
| MMBG Investment Advisors Co. | 143,207 | $41.5M | 4.13% | −1,708−1.2% | Reduced |
| Chicago Capital, LLC | 142,003 | $41.2M | 1.02% | +83,417+142.4% | Added |
| Osterweis Capital Management Inc | 141,761 | $41.1M | 1.97% | +3,345+2.4% | Added |
| Parsons Capital Management Inc | 140,314 | $40.7M | 2.50% | −101,128−41.9% | Reduced |
| Matrix Asset Advisors Inc | 139,183 | $40.4M | 4.08% | −5,378−3.7% | Reduced |
| Vident Advisory, LLC | 139,088 | $40.3M | 0.45% | +9,634+7.4% | Added |
| LaFleur & Godfrey LLC | 138,838 | $40.3M | 5.03% | −442−0.3% | Reduced |
| La Banque Postale Asset Management SA | 138,172 | $40.1M | 0.56% | +16,869+13.9% | Added |
| Brevan Howard Capital Management LP | 138,021 | $40.0M | 0.44% | +77,221+127.0% | Added |
| Kanawha Capital Management LLC | 137,542 | $39.9M | 2.96% | −870−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 137,474 | $39.9M | 3.41% | +299+0.2% | Added |
| Noesis Capital Mangement Corp | 137,377 | $39.8M | 6.92% | −1,887−1.4% | Reduced |
| Fred Alger Management, LLC | 135,376 | $39.2M | 0.18% | +502+0.4% | Added |
| Maryland State Retirement & Pension System | 134,689 | $39.0M | 0.86% | +3,052+2.3% | Added |
| First National Bank of Omaha | 134,427 | $39.0M | 2.52% | −3,621−2.6% | Reduced |
| Bollard Group LLC | 134,159 | $38.9M | 0.89% | +11,085+9.0% | Added |
| WSFS Capital Management, LLC | 134,002 | $38.8M | 2.13% | +3,123+2.4% | Added |
| Hantz Financial Services, Inc. | 133,996 | $38.8M | 0.63% | −14,942−10.0% | Reduced |
| Concurrent Investment Advisors, LLC | 133,686 | $38.8M | 0.75% | +19,816+17.4% | Added |
| NFJ Investment Group, LLC | 133,128 | $38.6M | 1.35% | −3,853−2.8% | Reduced |
| SCS Capital Management LLC | 132,831 | $38.5M | 0.43% | +73,394+123.5% | Added |
| NBT Bank N A | 132,483 | $38.4M | 2.64% | −4,327−3.2% | Reduced |
| Parallel Advisors, LLC | 132,465 | $38.4M | 0.77% | +2,068+1.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 132,411 | $38.4M | 7.61% | −1,809−1.3% | Reduced |
| Savant Capital, LLC | 132,302 | $38.4M | 0.28% | +9,825+8.0% | Added |
| Axxcess Wealth Management, LLC | 132,115 | $38.3M | 0.92% | −4,113−3.0% | Reduced |
| Dana Investment Advisors, Inc. | 132,059 | $38.3M | 1.27% | −2,749−2.0% | Reduced |
| New Mexico Educational Retirement Board | 131,550 | $38.1M | 1.24% | 00.0% | Unchanged |
| First American Bank | 131,533 | $38.1M | 2.61% | +4,296+3.4% | Added |
| Neville Rodie & Shaw Inc | 131,529 | $38.1M | 2.83% | −3,193−2.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 131,498 | $38.1M | 0.13% | −2,775−2.1% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 131,155 | $38.0M | 0.64% | +27,409+26.4% | Added |
| BLB&B Advisors, LLC | 130,136 | $37.7M | 1.76% | −382−0.3% | Reduced |
| Private Management Group Inc | 129,622 | $37.6M | 1.22% | +34,022+35.6% | Added |
| Benjamin Edwards Inc | 129,469 | $37.5M | 0.48% | +4,005+3.2% | Added |
| Appleton Partners Inc | 129,067 | $37.4M | 2.65% | −10,159−7.3% | Reduced |
| Alley Investment Management Company, LLC | 128,570 | $37.3M | 4.51% | −940−0.7% | Reduced |
| Abn Amro Investment Solutions | 128,248 | $37.2M | 0.74% | −11,483−8.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 128,053 | $37.1M | 1.96% | −1,387−1.1% | Reduced |
| Arkadios Wealth Advisors | 127,986 | $37.1M | 1.12% | +11,918+10.3% | Added |
| Choate Investment Advisors | 127,335 | $36.9M | 0.80% | +5,034+4.1% | Added |
| Patten & Patten Inc | 126,848 | $36.8M | 2.38% | −3,575−2.7% | Reduced |
| Tower Bridge Advisors | 126,821 | $36.8M | 3.95% | −4,159−3.2% | Reduced |
| Moors & Cabot, Inc. | 126,622 | $36.7M | 1.71% | −958−0.8% | Reduced |
| Narwhal Capital Management | 126,494 | $36.7M | 2.94% | −4,091−3.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 126,034 | $36.5M | 0.60% | +1,935+1.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 126,021 | $36.5M | 3.85% | −804−0.6% | Reduced |
| Oak Associates, Ltd | 125,638 | $36.4M | 2.38% | −10,677−7.8% | Reduced |
| Palisade Capital Management LLC | 125,397 | $36.4M | 1.03% | −3,019−2.4% | Reduced |
| Kingsview Wealth Management, LLC | 125,058 | $36.3M | 0.61% | +885+0.7% | Added |
| DKRT Investments Corp. | 125,000 | $36.2M | 8.79% | +125,000 | New |
| AG2R la Mondiale Gestion D'Actifs | 124,804 | $36.2M | 1.86% | +230+0.2% | Added |
| Schwerin Boyle Capital Management Inc | 124,625 | $36.1M | 4.03% | −15,493−11.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 124,399 | $36.1M | 1.51% | +16,620+15.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 124,376 | $36.1M | 1.68% | +5,471+4.6% | Added |
| Verity & Verity, LLC | 124,040 | $36.0M | 3.09% | −2,051−1.6% | Reduced |
| Perigon Wealth Management, LLC | 123,591 | $35.8M | 0.84% | −1,878−1.5% | Reduced |
| Abner Herrman & Brock LLC | 123,233 | $35.7M | 3.99% | −4,897−3.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 122,157 | $35.4M | 2.49% | +440.0% | Added |
| KMG Fiduciary Partners, LLC | 121,730 | $35.3M | 2.61% | +2,774+2.3% | Added |
| Miracle Mile Advisors, LLC | 121,436 | $35.2M | 0.59% | +16,217+15.4% | Added |
| Resources Management Corp | 121,026 | $35.1M | 4.76% | −1,657−1.4% | Reduced |
| Polar Capital Holdings Plc | 120,852 | $35.0M | 0.18% | −103,155−46.0% | Reduced |
| Stonebridge Capital Advisors LLC | 120,558 | $35.0M | 2.65% | −8,855−6.8% | Reduced |
| J.W. Cole Advisors, Inc. | 120,483 | $34.9M | 0.74% | +26,531+28.2% | Added |
| Sit Investment Associates Inc | 119,731 | $34.7M | 0.74% | +3,715+3.2% | Added |
| Tower Research Capital LLC (TRC) | 119,560 | $34.7M | 0.93% | +11,276+10.4% | Added |
| Hosking Partners LLP | 119,366 | $34.6M | 1.38% | −22,966−16.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 118,349 | $34.3M | 0.75% | +118,349 | New |
| First Long Island Investors, LLC | 118,124 | $34.2M | 2.69% | −1,570−1.3% | Reduced |
| Boston Private Wealth LLC | 117,632 | $34.1M | 1.83% | −62,924−34.9% | Reduced |
| Woodbridge Co Ltd | 117,593 | $34.1M | 0.06% | +117,593 | New |
| Smith Group Asset Management, LLC | 117,054 | $33.9M | 2.23% | +3,694+3.3% | Added |
| TruWealth Advisors, LLC | 116,534 | $33.8M | 1.86% | +4,017+3.6% | Added |
| First Foundation Advisors | 116,285 | $33.7M | 1.25% | −4,210−3.5% | Reduced |
| Brown Brothers Harriman & Co | 116,234 | $33.7M | 0.22% | +6,531+6.0% | Added |
| Burney Co | 115,980 | $33.6M | 1.14% | +695+0.6% | Added |
| Culbertson A N & Co Inc | 115,887 | $33.6M | 5.16% | −2,005−1.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 115,819 | $33.6M | 1.70% | +7,561+7.0% | Added |
| Sonora Investment Management Group, LLC | 115,767 | $33.6M | 2.49% | +1,358+1.2% | Added |
| Adell Harriman & Carpenter Inc | 115,465 | $33.5M | 2.22% | −1,128−1.0% | Reduced |
| Greenleaf Trust | 115,294 | $33.4M | 0.30% | −19,280−14.3% | Reduced |
| Bridgeway Capital Management, LLC | 115,206 | $33.4M | 0.79% | −8,183−6.6% | Reduced |
| Rothschild Capital Partners, LLC | 114,468 | $33.2M | 8.71% | 00.0% | Unchanged |