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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 113,722 | $33.0M | 1.75% | −4,891−4.1% | Reduced |
| Rockland Trust Co | 113,510 | $32.9M | 1.60% | −24,661−17.8% | Reduced |
| Summit Trail Advisors, LLC | 113,250 | $32.8M | 0.56% | +14,131+14.3% | Added |
| F/M Investments LLC | 112,773 | $32.7M | 1.19% | −879−0.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 112,768 | $32.7M | 3.77% | −94−0.1% | Reduced |
| Private Capital Management, LLC | 112,701 | $32.7M | 3.31% | −1,251−1.1% | Reduced |
| Manitou Investment Management Ltd. | 112,538 | $32.6M | 6.20% | +302+0.3% | Added |
| Janney Capital Management LLC | 112,017 | $32.5M | 2.10% | −1,653−1.5% | Reduced |
| Nemes Rush Group LLC | 111,909 | $32.4M | 3.54% | −13,064−10.5% | Reduced |
| Hamilton Capital Partners Inc. | 111,768 | $32.4M | 1.65% | +13,517+13.8% | Added |
| Northeast Financial Consultants Inc | 111,715 | $32.4M | 1.32% | −8,956−7.4% | Reduced |
| Resources Investment Advisors, LLC. | 111,395 | $32.3M | 0.36% | −23,032−17.1% | Reduced |
| Absher Wealth Management, LLC | 111,190 | $32.2M | 3.99% | −6,657−5.6% | Reduced |
| Texas Yale Capital Corp. | 111,045 | $32.2M | 1.05% | +922+0.8% | Added |
| Colonial Trust Advisors | 110,783 | $32.1M | 2.65% | −853−0.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 110,531 | $32.0M | 5.16% | +521+0.5% | Added |
| Congress Asset Management Co | 110,480 | $32.0M | 0.22% | −2,262−2.0% | Reduced |
| Stillwater Capital Advisors, LLC | 110,467 | $32.0M | 4.07% | −465−0.4% | Reduced |
| HBK Sorce Advisory LLC | 110,046 | $31.9M | 0.86% | −15,468−12.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 108,900 | $31.6M | 0.85% | −85,486−44.0% | Reduced |
| Clear Harbor Asset Management, LLC | 108,244 | $31.4M | 2.36% | −1,936−1.8% | Reduced |
| Squarepoint Ops LLC | 108,215 | $31.4M | 0.07% | −579,953−84.3% | Reduced |
| ProVise Management Group, LLC | 108,075 | $31.3M | 2.47% | −965−0.9% | Reduced |
| Cary Street Partners Financial LLC | 108,068 | $31.3M | 0.88% | +3,463+3.3% | Added |
| Galvin, Gaustad & Stein, LLC | 108,025 | $31.3M | 2.70% | −8,775−7.5% | Reduced |
| Rice Partnership, LLC | 107,930 | $31.3M | 5.44% | +10,676+11.0% | Added |
| Bleakley Financial Group, LLC | 107,775 | $31.2M | 0.79% | +17,649+19.6% | Added |
| GAMMA Investing LLC | 107,490 | $31.2M | 1.97% | +11,461+11.9% | Added |
| Talbot Financial, LLC | 107,270 | $31.1M | 2.94% | +13,530+14.4% | Added |
| Vise Technologies, Inc. | 106,477 | $30.9M | 1.27% | +106,477 | New |
| Linscomb & Williams, Inc. | 106,008 | $30.7M | 1.41% | +1,039+1.0% | Added |
| SS&H Financial Advisors, Inc. | 105,540 | $30.6M | 10.22% | +142+0.1% | Added |
| ArrowMark Colorado Holdings LLC | 105,471 | $30.6M | 0.55% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 105,234 | $30.5M | 1.85% | +4,112+4.1% | Added |
| Old National Bancorp | 105,023 | $30.4M | 0.54% | +10,336+10.9% | Added |
| Empirical Finance, LLC | 104,514 | $30.3M | 1.59% | +3,615+3.6% | Added |
| Andra AP-fonden | 104,400 | $30.3M | 0.42% | +4,500+4.5% | Added |
| Grassi Investment Management | 104,353 | $30.3M | 2.41% | −597−0.6% | Reduced |
| Brookstone Capital Management | 104,044 | $30.2M | 0.40% | +5,850+6.0% | Added |
| Kornitzer Capital Management Inc | 103,846 | $30.1M | 0.61% | −297−0.3% | Reduced |
| Cullen Investment Group, Ltd. | 103,470 | $30.0M | 4.23% | +1,776+1.7% | Added |
| Moran Wealth Management, LLC | 103,297 | $29.9M | 0.93% | −40,679−28.3% | Reduced |
| Azimuth Capital Investment Management LLC | 103,068 | $29.9M | 1.11% | −3,837−3.6% | Reduced |
| Sumitomo Life Insurance Co | 102,272 | $29.6M | 2.01% | −2,988−2.8% | Reduced |
| Thomasville National Bank | 102,110 | $29.6M | 2.02% | −2,194−2.1% | Reduced |
| TAM Capital Management Inc. | 114,518 | $29.5M | 23.23% | −5,808−4.8% | Reduced |
| Level Four Advisory Services, LLC | 101,520 | $29.4M | 1.08% | −1,764−1.7% | Reduced |
| Birch Hill Investment Advisors LLC | 101,427 | $29.4M | 1.31% | −1,121−1.1% | Reduced |
| CWA Asset Management Group, LLC | 101,311 | $29.4M | 1.24% | −56−0.1% | Reduced |
| Horizon Investments, LLC | 101,704 | $29.3M | 0.46% | +79,597+360.1% | Added |
| Great Valley Advisor Group, Inc. | 101,172 | $29.3M | 0.65% | −20,796−17.1% | Reduced |
| Lyell Wealth Management, LP | 100,270 | $29.1M | 2.30% | +4,490+4.7% | Added |
| Gillespie Robinson & Grimm Inc | 100,210 | $29.1M | 2.16% | −7,210−6.7% | Reduced |
| Washington Trust Bank | 99,680 | $28.9M | 2.43% | +1,379+1.4% | Added |
| Freestone Capital Holdings, LLC | 99,610 | $28.9M | 0.98% | −4,414−4.2% | Reduced |
| United Bank | 99,580 | $28.9M | 3.46% | −867−0.9% | Reduced |
| Shufro Rose & Co LLC | 117,539 | $28.8M | 2.33% | −1,475−1.2% | Reduced |
| Edgar Lomax Co | 99,190 | $28.8M | 1.82% | −1,595−1.6% | Reduced |
| Cadinha & Co LLC | 99,125 | $28.7M | 4.77% | +39,443+66.1% | Added |
| Oak Harvest Investment Services | 99,057 | $28.7M | 3.60% | −285−0.3% | Reduced |
| Callahan Advisors, LLC | 99,012 | $28.7M | 2.58% | −1,531−1.5% | Reduced |
| Trust Co of Toledo NA | 99,002 | $28.7M | 3.17% | −2,915−2.9% | Reduced |
| Coldstream Capital Management Inc | 98,545 | $28.6M | 0.47% | +7,212+7.9% | Added |
| Cyndeo Wealth Partners, LLC | 98,006 | $28.4M | 1.68% | +12,381+14.5% | Added |
| Mutual Advisors, LLC | 95,090 | $28.4M | 0.71% | −845−0.9% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $28.4M | 1.01% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 97,749 | $28.3M | 5.44% | −6,389−6.1% | Reduced |
| Harvest Portfolios Group Inc. | 97,353 | $28.2M | 0.66% | −551−0.6% | Reduced |
| TD Private Client Wealth LLC | 97,085 | $28.1M | 0.69% | +1,613+1.7% | Added |
| Forbes J M & Co LLP | 96,792 | $28.1M | 2.57% | −202−0.2% | Reduced |
| Ballentine Partners, LLC | 96,671 | $28.0M | 0.42% | +4,210+4.6% | Added |
| Pallas Capital Advisors LLC | 96,629 | $28.0M | 1.07% | +333+0.3% | Added |
| AIA Group Ltd | 96,475 | $28.0M | 0.61% | −10,488−9.8% | Reduced |
| Assenagon Asset Management S.A. | 96,415 | $28.0M | 0.04% | +212+0.2% | Added |
| Applied Finance Capital Management, LLC | 96,083 | $27.9M | 1.90% | +6,681+7.5% | Added |
| Albion Financial Group | 96,052 | $27.8M | 1.82% | +592+0.6% | Added |
| Tritonpoint Wealth, LLC | 95,972 | $27.8M | 2.57% | −1,954−2.0% | Reduced |
| Davy Global Fund Management Ltd | 95,144 | $27.6M | 2.45% | −1,175−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 94,961 | $27.5M | 1.22% | +529+0.6% | Added |
| Leavell Investment Management, Inc. | 94,921 | $27.5M | 1.23% | +1,838+2.0% | Added |
| Courant Investment Management LLC | 94,897 | $27.5M | 22.27% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 94,696 | $27.5M | 1.97% | −2,256−2.3% | Reduced |
| Wetherby Asset Management Inc | 94,569 | $27.4M | 1.22% | +94,569 | New |
| Baldwin Brothers Inc | 94,334 | $27.3M | 1.86% | +288+0.3% | Added |
| Beese Fulmer Investment Management, Inc. | 94,132 | $27.3M | 2.03% | +2,728+3.0% | Added |
| Cercano Management LLC | 94,073 | $27.3M | 0.78% | +94,073 | New |
| Thornburg Investment Management Inc | 93,487 | $27.1M | 0.35% | −484,408−83.8% | Reduced |
| Rossmore Private Capital | 93,308 | $27.1M | 3.16% | −971−1.0% | Reduced |
| Fort Sheridan Advisors LLC | 93,188 | $27.0M | 3.85% | −656−0.7% | Reduced |
| Northwest & Ethical Investments L.P. | 92,945 | $26.9M | 0.67% | −10,254−9.9% | Reduced |
| Cidel Asset Management Inc | 92,869 | $26.9M | 1.62% | −7,674−7.6% | Reduced |
| Global Retirement Partners, LLC | 92,725 | $26.9M | 0.67% | +92,725 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 92,686 | $26.9M | 1.90% | −427−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 92,604 | $26.8M | 0.96% | −524−0.6% | Reduced |
| Covea Finance | 92,600 | $26.8M | 1.00% | +30,900+50.1% | Added |
| Webster Bank, N. A. | 92,587 | $26.8M | 2.77% | −4,044−4.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 92,493 | $26.8M | 2.65% | −1,207−1.3% | Reduced |
| Harbour Trust & Investment Management Co | 92,372 | $26.8M | 2.97% | −56−0.1% | Reduced |
| Independence Bank of Kentucky | 92,242 | $26.7M | 3.79% | −540−0.6% | Reduced |
| We Are One Seven, LLC | 92,204 | $26.7M | 0.86% | +733+0.8% | Added |