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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 92,194 | $26.7M | 5.28% | −2,355−2.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 92,188 | $26.7M | 0.45% | −902−1.0% | Reduced |
| Evergreen Capital Management LLC | 92,174 | $26.7M | 0.80% | +3,095+3.5% | Added |
| Fiduciary Group LLC | 91,665 | $26.6M | 2.50% | −405−0.4% | Reduced |
| Westpac Banking Corp | 91,428 | $26.5M | 1.77% | +27,680+43.4% | Added |
| Premier Fund Managers Ltd | 91,054 | $26.1M | 0.95% | +340+0.4% | Added |
| Cincinnati Financial Corp | 90,000 | $26.1M | 0.55% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 89,568 | $26.0M | 0.99% | +4,528+5.3% | Added |
| Mission Wealth Management, LP | 89,451 | $25.9M | 0.57% | +1,181+1.3% | Added |
| Eisler Capital Management Ltd. | 89,147 | $25.9M | 0.89% | −39,588−30.8% | Reduced |
| DuPont Capital Management Corp | 89,042 | $25.8M | 2.77% | −16,651−15.8% | Reduced |
| Canandaigua National Bank & Trust Co | 89,004 | $25.8M | 2.39% | +320+0.4% | Added |
| Trust Co of Virginia | 88,907 | $25.8M | 2.25% | −169−0.2% | Reduced |
| Edge Wealth Management LLC | 88,812 | $25.8M | 4.96% | −1,423−1.6% | Reduced |
| Anderson Hoagland & Co | 88,807 | $25.7M | 2.46% | −1,498−1.7% | Reduced |
| NewSquare Capital LLC | 89,526 | $25.7M | 1.91% | +3,620+4.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 88,655 | $25.7M | 0.40% | −275−0.3% | Reduced |
| Motco | 86,476 | $25.6M | 2.45% | −1,634−1.9% | Reduced |
| Principal Securities, Inc. | 88,215 | $25.6M | 0.48% | +10,692+13.8% | Added |
| Banque Transatlantique SA | 87,955 | $25.5M | 0.70% | −38,804−30.6% | Reduced |
| Grimes & Company, Inc. | 87,294 | $25.3M | 0.69% | −2,914−3.2% | Reduced |
| Ritholtz Wealth Management | 87,187 | $25.3M | 0.56% | +8,256+10.5% | Added |
| Woodmont Investment Counsel LLC | 87,098 | $25.3M | 1.67% | +2,433+2.9% | Added |
| Shell Asset Management Co | 87,011 | $25.2M | 0.87% | +23,248+36.5% | Added |
| Guardian Partners Inc. | 88,979 | $25.2M | 2.26% | −1,938−2.1% | Reduced |
| Westchester Capital Management, Inc. | 86,805 | $25.2M | 5.92% | −1,289−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 84,731 | $25.1M | 0.72% | +1,078+1.3% | Added |
| Arvest Bank Trust Division | 86,495 | $25.1M | 1.46% | −17,098−16.5% | Reduced |
| Longbow Finance SA | 86,408 | $25.1M | 2.67% | 00.0% | Unchanged |
| Dearborn Partners LLC | 86,376 | $25.0M | 1.19% | −22,809−20.9% | Reduced |
| Barlow Wealth Partners, Inc. | 85,754 | $25.0M | 3.00% | −1,238−1.4% | Reduced |
| Gotham Asset Management, LLC | 86,161 | $25.0M | 0.15% | +5,403+6.7% | Added |
| Cohen Capital Management, Inc. | 86,118 | $25.0M | 4.06% | −200−0.2% | Reduced |
| Wedbush Securities Inc | 86,029 | $24.9M | 0.87% | −2,978−3.3% | Reduced |
| Interval Partners, LP | 85,833 | $24.9M | 0.57% | +6,076+7.6% | Added |
| Davis-Rea Ltd. | 85,790 | $24.9M | 6.18% | −635−0.7% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 85,597 | $24.9M | 0.97% | +5,999+7.5% | Added |
| Ashton Thomas Private Wealth, LLC | 85,703 | $24.8M | 0.88% | −1,270−1.5% | Reduced |
| Quadrant Capital Group LLC | 85,330 | $24.7M | 0.89% | +8,122+10.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 85,321 | $24.7M | 0.72% | −4,452−5.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 85,197 | $24.7M | 1.23% | −34,777−29.0% | Reduced |
| Terry L. Blaker | 85,102 | $24.7M | 0.95% | −3,916−4.4% | Reduced |
| Nixon Peabody Trust Co | 84,708 | $24.6M | 1.90% | −373−0.4% | Reduced |
| Siemens Fonds Invest GmbH | 84,679 | $24.5M | 1.44% | +4,828+6.0% | Added |
| Sand Hill Global Advisors, LLC | 84,667 | $24.5M | 0.91% | +557+0.7% | Added |
| Montag A & Associates Inc | 84,638 | $24.5M | 1.20% | −1,315−1.5% | Reduced |
| GDS Wealth Management | 84,073 | $24.4M | 1.78% | +724+0.9% | Added |
| Generate Investment Management Ltd | 83,987 | $24.3M | 1.35% | 00.0% | Unchanged |
| Dnca Finance | 83,727 | $24.3M | 1.85% | +256+0.3% | Added |
| Biondo Investment Advisors, LLC | 83,362 | $24.2M | 3.19% | −529−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 83,209 | $24.1M | 1.00% | +3,314+4.1% | Added |
| Geneos Wealth Management Inc. | 83,188 | $24.1M | 0.59% | +22,241+36.5% | Added |
| New Republic Capital, LLC | 83,169 | $24.1M | 8.54% | +56,424+211.0% | Added |
| Courier Capital LLC | 83,059 | $24.1M | 1.46% | −1,586−1.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 82,956 | $24.0M | 1.66% | +1,224+1.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 82,885 | $24.0M | 0.68% | −16,496−16.6% | Reduced |
| Verdence Capital Advisors LLC | 82,574 | $23.9M | 1.64% | +2,389+3.0% | Added |
| Dynamic Advisor Solutions LLC | 82,557 | $23.9M | 0.74% | −205−0.2% | Reduced |
| Aviance Capital Partners, LLC | 82,412 | $23.9M | 3.12% | −488−0.6% | Reduced |
| Forum Financial Management, LP | 82,012 | $23.8M | 0.36% | +1,662+2.1% | Added |
| J. Safra Sarasin Holding AG | 82,122 | $23.8M | 0.41% | −5,913−6.7% | Reduced |
| JGP Wealth Management, LLC | 81,810 | $23.7M | 2.87% | +119+0.1% | Added |
| Ledyard National Bank | 81,288 | $23.6M | 2.23% | −1,616−1.9% | Reduced |
| Railway Pension Investments Ltd | 81,164 | $23.5M | 0.33% | −66,900−45.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 80,867 | $23.4M | 2.60% | −1,813−2.2% | Reduced |
| Ascent Group, LLC | 80,771 | $23.4M | 0.91% | +6,346+8.5% | Added |
| WoodTrust Financial Corp | 80,693 | $23.4M | 3.26% | +1,129+1.4% | Added |
| Alerus Financial NA | 80,627 | $23.4M | 1.68% | −3,392−4.0% | Reduced |
| Farther Finance Advisors, LLC | 80,565 | $23.4M | 0.47% | +28,138+53.7% | Added |
| Peak Asset Management, LLC | 80,513 | $23.3M | 4.28% | −766−0.9% | Reduced |
| Red Door Wealth Management, LLC | 80,459 | $23.3M | 2.78% | +8,234+11.4% | Added |
| Novare Capital Management LLC | 80,362 | $23.3M | 1.89% | +1,011+1.3% | Added |
| Sienna Gestion | 87,773 | $23.2M | 1.60% | +8,029+10.1% | Added |
| General American Investors Co Inc | 80,000 | $23.2M | 1.56% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $23.2M | 2.68% | 00.0% | Unchanged |
| King Wealth | 79,918 | $23.2M | 3.14% | −119−0.1% | Reduced |
| Charter Trust Co | 79,809 | $23.1M | 1.48% | −2,254−2.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 79,452 | $23.0M | 3.78% | +731+0.9% | Added |
| Wealthspire Advisors, LLC | 79,379 | $23.0M | 0.13% | +2,051+2.7% | Added |
| Burns J W & Co Inc | 79,318 | $23.0M | 2.79% | +5,070+6.8% | Added |
| Palisade Asset Management, LLC | 79,278 | $23.0M | 2.29% | −1,605−2.0% | Reduced |
| Logan Capital Management Inc | 79,063 | $22.9M | 1.07% | −8,192−9.4% | Reduced |
| Signaturefd, LLC | 78,785 | $22.8M | 0.39% | +2,668+3.5% | Added |
| Banque Cantonale Vaudoise | 78,476 | $22.8M | 0.93% | −1,006−1.3% | Reduced |
| Cullinan Associates Inc | 78,342 | $22.7M | 1.50% | −2,041−2.5% | Reduced |
| Whitener Capital Management, Inc. | 78,335 | $22.7M | 6.02% | −1,161−1.5% | Reduced |
| New Age Alpha Advisors, LLC | 77,935 | $22.6M | 0.99% | +19,264+32.8% | Added |
| MainStreet Investment Advisors LLC | 77,847 | $22.6M | 3.12% | −1,928−2.4% | Reduced |
| Callan Family Office, LLC | 77,673 | $22.5M | 0.71% | +44,097+131.3% | Added |
| SlateStone Wealth, LLC | 77,623 | $22.5M | 2.10% | +2,906+3.9% | Added |
| Teamwork Financial Advisors, LLC | 77,311 | $22.4M | 2.75% | −280.0% | Reduced |
| BDF-Gestion | 77,211 | $22.4M | 2.52% | +5,000+6.9% | Added |
| North Star Asset Management Inc | 77,143 | $22.4M | 0.95% | +1,425+1.9% | Added |
| Thoroughbred Financial Services, LLC | 76,702 | $22.2M | 1.55% | −28,030−26.8% | Reduced |
| First Financial Bank - Trust Division | 76,612 | $22.2M | 1.95% | +336+0.4% | Added |
| Phoenix Holdings Ltd. | 76,766 | $22.2M | 0.29% | +8,912+13.1% | Added |
| Middleton & Co Inc | 76,464 | $22.2M | 2.49% | −5,328−6.5% | Reduced |
| Rbo & Co LLC | 76,377 | $22.1M | 3.55% | −31,942−29.5% | Reduced |
| Baxter Bros Inc | 76,265 | $22.1M | 2.70% | −1,105−1.4% | Reduced |
| United Asset Strategies, Inc. | 76,086 | $22.1M | 1.88% | +6,238+8.9% | Added |