JPMorgan Chase & Co
AMJB- 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; 74 institutions reported holding it in 13F filings for Q2 2026, worth $432.6M in total; no superinvestor holds it.
Other share classesJPMVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
Q4 2025 vs. Q3 2025
How the institutions holding JPMorgan Chase & Co changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 58 | 1 | 69 | +12 |
| Shares | 11.8M | 37.4K | 12.1M | +394.1K (+3.4%) |
| Value | $348.2M | $1.10M | $363.9M | +$16.8M (+4.9%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held JPMorgan Chase & Co at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Noesis Capital Mangement Corp | 157,742 | $4.72M | 0.68% |
| Risk Paradigm Group, LLC | 101,073 | $3.02M | 2.91% |
| Americana Partners, LLC | 68,549 | $2.05M | 0.06% |
| My Personal CFO, LLC | 62,124 | $1.86M | 0.78% |
| Benchmark Financial, LLC | 45,035 | $1.35M | 1.34% |
| Cura Wealth Advisors, LLC | 31,643 | $946.4K | 0.36% |
| Waystone Advisors LLC | 21,644 | $647.4K | 0.56% |
| Citadel Advisors LLC | 13,348 | $399.2K | 0.00% |
| AQR Capital Management LLC | 9,524 | $284.9K | 0.00% |
| Ethos Capital Management, Inc. | 8,449 | $252.7K | 0.24% |
| Parallel Advisors, LLC | 5,060 | $151.3K | 0.00% |
| Elequin Capital LP | 3,427 | $102.5K | 0.01% |
| UBS Group AG | 468 | $14.0K | 0.00% |
| US Bancorp | 20 | $598 | 0.00% |
Sold out (2)
Institutions that held JPMorgan Chase & Co at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| New England Asset Management Inc | 92,750 | $2.74M |
| VestGen Advisors, LLC | 13,758 | $406.1K |
Not filed for Q4 2025 yet (1)
Institutions that held JPMorgan Chase & Co at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Wolverine Trading, LLC | 37,420 | $1.10M |