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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

Q3 2025 vs. Q2 2025

How the institutions holding JPMorgan Chase & Co changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of JPM: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders4,752824,765+95
Shares2.01B39.4M1.96B−11.7M (−0.6%)
Value$582.4B$11.4B$618.0B+$47.1B (+8.2%)

82 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (193)

Institutions that held JPMorgan Chase & Co at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 193 by value.

Institutions new to JPM in Q3 2025
InstitutionSharesValue% of portfolio
Credit Agricole S A1,966,678$620.3M2.06%
AXA Investment Managers S.A.1,048,217$330.6M0.89%
CIBC Bancorp USA Inc.813,681$256.7M1.55%
Clear Street Group Inc.582,050$183.6M0.89%
First Horizon Corp136,139$42.9M2.02%
Mizuho Markets Americas LLC132,000$41.6M0.88%
Exane Asset Management91,874$34.1M11.48%
CAPROCK Group, Inc.91,273$27.5M0.68%
JCIC Asset Management Inc.64,163$20.2M6.33%
Schnieders Capital Management, LLC.60,138$19.0M3.38%
Nan Shan Life Insurance Co., Ltd.50,424$15.9M0.34%
Shorepoint Capital Partners LLC48,348$15.3M3.03%
Artisan Partners Limited Partnership47,892$15.1M0.02%
Beck Bode, LLC46,617$14.7M2.38%
180 GPS Investments IC Ltd44,737$14.1M8.20%
Liontrust Investment Partners LLP43,922$13.9M0.20%
Tradewinds, LLC.40,995$12.9M3.15%
Concord Investment Counsel Inc.37,922$12.0M3.80%
Dark Forest Capital Management LP28,657$9.04M0.34%
Dynasty Wealth Management, LLC28,657$9.04M0.12%
Montecito Bank & Trust28,486$8.99M1.40%
Catalyst Funds Management Pty Ltd24,200$7.63M1.16%
Firetrail Investments Pty Ltd23,768$7.44M1.86%
Graham Capital Management, L.P.22,500$7.10M0.26%
CTC LLC22,409$7.07M0.29%
Weiss Asset Management LP19,757$6.23M0.09%
Monograph Wealth Advisors, LLC16,334$5.15M0.52%
Legacy Advisors, LLC15,931$5.03M0.62%
Stillwater Wealth Management Group15,025$4.74M3.32%
Tred Avon Family Wealth, LLC14,297$4.51M1.55%
Myriad Asset Management US LP12,772$4.03M2.19%
Mirae Asset Securities (USA) Inc.12,585$3.97M0.17%
Crewe Advisors LLC12,517$3.95M0.38%
Cumberland Partners Ltd12,514$3.95M0.26%
Kepler Cheuvreux (Suisse) SA11,719$3.70M0.20%
Davidson Capital Management Inc.11,402$3.60M0.80%
SHUTTLEWORTH & Co10,598$3.34M3.03%
Shum Financial Group, Inc.10,541$3.33M2.48%
Blueprint Financial Advisors LLC10,521$3.32M0.72%
Skye Global Management LP10,500$3.31M0.07%
Siligmueller & Norvid Wealth Advisors LLC9,507$3.00M1.35%
MOKAN Wealth Management Inc.9,361$2.95M1.48%
Capula Management Ltd8,645$2.73M0.02%
Touchstone Capital, Inc.7,991$2.52M1.29%
Benchmark Investment Advisors LLC7,576$2.39M1.39%
Connective Portfolio Management, LLC7,480$2.36M4.17%
Regent Peak Wealth Advisors LLC7,380$2.33M0.47%
Meadowbrook Wealth Management, LLC7,146$2.25M2.34%
Corsicana & Co.6,646$2.10M1.18%
LRT Capital Management, LLC6,326$2.00M1.32%
Berman McAleer LLC6,104$1.93M0.27%
Investment Research Partners LLC6,175$1.89M0.85%
Delta Global Management LP5,920$1.87M0.14%
Tennessee Valley Asset Management Partners5,864$1.85M0.25%
WJ Financial Advisors LLC5,857$1.85M1.79%
Barden Capital Management, Inc.5,851$1.85M1.53%
Silver Grove Financial Group, Inc.5,581$1.76M1.67%
Financial Consulate, Inc5,511$1.74M0.25%
Virtue Asset Management LLC5,471$1.73M1.42%
A4 Wealth Advisors LLC5,228$1.65M1.39%
Great Point Wealth Advisors, LLC5,037$1.59M0.30%
Portus Wealth Advisors, LLC4,941$1.56M1.55%
Peck Wealth Management, LLC4,552$1.44M1.37%
Carlson Capital L P4,100$1.29M0.73%
Elm Partners Management LLC3,910$1.23M0.06%
USA Financial Portformulas Corp3,857$1.22M0.21%
Permanent Capital Management, LP3,710$1.17M0.22%
a16z Perennial Management, L.P.3,704$1.17M0.09%
Polar Asset Management Partners Inc.3,688$1.16M0.02%
Diametric Capital, LP3,530$1.11M0.41%
Griffith & Werner, Inc.3,508$1.11M0.58%
Bright Futures Wealth Management, LLC.3,486$1.10M0.86%
Truxt Investmentos Ltda.3,379$1.07M1.50%
SIH Partners, LLLP3,374$1.06M0.09%
Concorde Asset Management, LLC3,253$1.00M0.42%
American National Bank of Texas2,938$926.7K0.87%
Steinberganna Wealth Management2,861$902.6K0.42%
SPX Equities Gestao de Recursos Ltda2,800$883.2K0.07%
Williamson Legacy Group, LLC2,703$852.6K0.66%
IFS Group,LLC2,739$851.1K0.75%
Breakthru Advisory Services, LLC2,638$832.1K0.55%
Rakuten Investment Management, Inc.35,983$827.6K0.00%
WBI Investments2,595$818.7K0.21%
KW Wealth Management LLC2,545$803.0K1.37%
Bridgefront Capital, LLC2,507$790.8K0.23%
Invested Advisors3,141$763.7K1.11%
Imprint Wealth LLC2,330$735.0K2.35%
Kerr Financial Planning Corp2,393$725.6K1.02%
Foresight Global Investors, Inc.2,278$718.5K0.43%
Sonoma Allocations LLC2,398$716.4K0.26%
Efficient Advisors, LLC2,214$698.4K0.04%
Stonegate Management LLC2,200$693.9K0.46%
NovaPoint Capital, LLC2,161$681.5K0.17%
Arq Wealth Advisors, LLC2,150$678.2K0.20%
Mma Asset Management LLC2,102$663.2K0.22%
GreatBanc Trust CO2,034$641.6K0.44%
111 Capital1,994$629.0K0.12%
Banyan Capital Management, Inc.1,920$605.6K0.28%
Noble Wealth Management PBC1,893$597.1K0.32%
Aquatic Capital Management LLC1,833$578.2K0.01%

Sold out (98)

Institutions that held JPMorgan Chase & Co at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of JPM in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Junto Capital Management LP315,892$91.6M
Moore Capital Management, LP223,360$64.8M
Susquehanna Fundamental Investments, LLC108,900$31.6M
TAM Capital Management Inc.114,518$29.5M
Railway Pension Investments Ltd81,164$23.5M
Marshall Wace, LLP62,516$18.1M
Forge First Asset Management Inc.51,350$14.9M
Bridgewater Associates, LP51,287$14.9M
Rokos Capital Management LLP51,067$14.8M
Cinctive Capital Management LP42,679$12.4M
Headlands Technologies LLC36,916$10.7M
Kingdon Capital Management, L.L.C.35,000$10.1M
M Holdings Securities, Inc.33,168$9.59M
Soundwatch Capital LLC13,342$8.14M
Optimas Capital Ltd24,100$6.99M
CenterBook Partners LP20,900$6.06M
Philadelphia Financial Management of San Francisco, LLC19,672$5.70M
Group One Trading, L.P.19,035$5.52M
Tairen Capital Ltd17,000$4.93M
ISAM Funds (UK) Ltd16,226$4.70M
Aster Capital Management (DIFC) Ltd15,769$4.57M
Financial Advocates Investment Management13,604$3.94M
Aigen Investment Management, LP12,854$3.73M
RedJay Asset Management Inc.11,000$3.19M
London & Capital Asset Management Ltd10,612$3.08M
Deane Retirement Strategies, Inc.10,346$3.00M
Advent Capital Management10,000$2.90M
Constant Guidance Financial LLC9,684$2.79M
Dohj, LLC11,490$2.77M
Napa Wealth Management9,332$2.71M
Wealthquest Corp8,925$2.59M
Bayesian Capital Management, LP8,602$2.49M
Eqis Capital Management, Inc.7,147$2.07M
ARGA Investment Management, LP6,950$2.01M
Two Sigma Securities, LLC6,339$1.84M
5th Street Advisors, LLC6,111$1.77M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.5,960$1.73M
Summit X, LLC4,498$1.30M
Advisor Resource Council4,280$1.24M
ASB Consultores, LLC4,107$1.19M
Twinbeech Capital LP4,098$1.19M
Claudia M.P. Batlle, CRP (R) LLC3,911$1.13M
Inceptionr LLC3,688$1.07M
Ontario Teachers Pension Plan Board3,265$946.6K
Scientech Research LLC2,840$823.3K
Oxford Asset Management LLP2,770$803.1K
Teza Capital Management LLC2,662$771.7K
Engineers Gate Manager LP2,391$693.2K
Brown Capital Management LLC2,319$672.3K
Infrastructure Capital Advisors, LLC2,063$598.1K
V-Square Quantitative Management LLC2,036$590.3K
Shapiro Capital Management LLC2,000$579.8K
Sherbrooke Park Advisers LLC1,989$576.6K
Centiva Capital, LP1,954$566.5K
Bryce Point Capital, LLC1,932$560.1K
Dynamic Technology Lab Private Ltd1,819$527.0K
Gladius Capital Management LP1,771$513.4K
Von Berge Wealth Management Group, LLC1,730$504.0K
Defender Capital, LLC.1,709$495.5K
GF Fund Management Co. Ltd.1,690$489.9K
Haven Private, LLC1,631$472.8K
Ridgepath Capital Management LLC1,555$450.8K
Berkshire Money Management, Inc.1,516$439.6K
Jag Capital Management, LLC1,475$427.5K
Farringdon Capital, Ltd.1,435$416.0K
Capital CS Group, LLC1,429$414.3K
Whipplewood Advisors, LLC1,357$393.4K
JMG Financial Group, Ltd.1,341$388.8K
TradeLink Capital LLC1,200$348.0K
One Degree Advisors Inc1,202$348.0K
Sageworth Trust Co of South Dakota1,160$336.3K
Lifestyle Asset Management, Inc.1,117$323.8K
Retireful, LLC1,115$323.3K
MBB Public Markets I LLC1,096$317.7K
AAFCPAs Wealth Management, LLC989$286.8K
Novus Advisors, LLC985$285.7K
Corepath Wealth Partners LLC919$271.9K
Ameraudi Asset Management, Inc.912$264.4K
Attessa Capital LLC910$263.8K
Dahring | Cusmano LLC888$257.3K
Littlejohn Financial Services, Inc.820$237.7K
Teramo Advisors, LLC772$223.8K
PCG Wealth Advisors, LLC715$207.4K
Michels Family Financial, LLC700$203.0K
Cooksen Wealth, LLC608$176.3K
Marshall & Sullivan Inc599$173.7K
Kiker Wealth Management, LLC585$169.6K
Walleye Capital LLC556$161.2K
Wood Tarver Financial Group, LLC497$143.0K
Ridgewood Investments LLC453$131.4K
Mid-American Wealth Advisory Group, Inc.393$113.9K
Kathleen S. Wright Associates Inc.200$58.0K
Ryan Investment Management, Inc.127$36.8K
Mizuho Securities Co. Ltd.110$31.9K
Investment Management Corp29$8.41K
Kessler Investment Group, LLC26$7.77K
PMV Capital Advisers, LLC22$6.38K
Family CFO Inc21$6.09K

Not filed for Q3 2025 yet (82)

Institutions that held JPMorgan Chase & Co at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank35,511,741$10.3B
EP Wealth Advisors, LLC754,053$218.6M
CIBC World Markets Corp655,197$189.9M
Clear Street LLC575,000$166.7M
Avantax Advisory Services, Inc.328,596$95.3M
Congress Wealth Management LLC263,716$76.5M
First Horizon Advisors, Inc.246,141$71.4M
Northeast Financial Consultants Inc111,715$32.4M
Grassi Investment Management104,353$30.3M
Churchill Management Corp75,014$21.7M
Atria Wealth Solutions, Inc.67,471$19.6M
Schnieders Capital Management LLC60,730$17.6M
Financial Partners Group, LLC46,413$13.5M
Graypoint LLC42,449$12.3M
NBW Capital LLC39,883$11.6M
TFG Advisers LLC36,518$10.6M
Semmax Financial Advisors Inc.34,274$9.90M
Exchange Capital Management, Inc.32,762$9.50M
Forte Capital LLC29,974$8.69M
Enterprise Bank & Trust Co29,540$8.56M
E Fund Management Co., Ltd.28,999$8.41M
J. W. Coons Advisors, LLC26,832$7.78M
Good Life Advisors, LLC18,075$5.24M
Moser Wealth Advisors, LLC16,582$4.81M
Vega Investment Solutions13,878$4.02M
Belmont Capital, LLC11,704$3.39M
Union Savings Bank11,160$3.31M
North Dallas Bank & Trust Co11,352$3.29M
Tyler-Stone Wealth Management10,908$3.16M
Talon Private Wealth, LLC10,647$3.09M
My Legacy Advisors, LLC10,234$2.95M
Keudell/Morrison Wealth Management9,484$2.75M
Savoie Capital LLC9,129$2.65M
Bordeaux Wealth Advisors LLC8,672$2.51M
Prairie Sky Financial Group LLC8,533$2.47M
Scott Marsh Financial, LLC7,972$2.31M
Total Wealth Planning & Management, Inc.7,126$2.07M
Bingham Private Wealth, LLC6,882$2.00M
Atlas Capital Advisors LLC6,818$1.98M
Oliver Lagore Vanvalin Investment Group7,464$1.83M
IronOak Wealth LLC.6,171$1.79M
Horan Securities, Inc.5,567$1.61M
FORM Wealth Advisors, LLC5,343$1.55M
Copperwynd Financial, LLC5,060$1.47M
Aurora Private Wealth, Inc.5,001$1.45M
Breed's Hill Capital LLC4,642$1.35M
Wambolt & Associates, LLC4,267$1.24M
Wealth Group, Ltd.4,052$1.18M
Smith Anglin Financial, LLC3,485$1.01M
Greenberg Financial Group2,839$929.2K
Elios Financial Group Inc.3,012$873.3K
Better Money Decisions, LLC2,967$860.2K
Centricity Wealth Management, LLC2,962$858.7K
DHK Financial Advisors, Inc.2,931$849.7K
Clarity Capital Partners LLC2,908$843.1K
Safe Harbor Fiduciary, LLC2,793$809.7K
Hamilton Capital, LLC2,676$775.8K
Covey Capital Advisors, LLC2,450$710.3K
Stonebridge Capital Management Inc2,200$638.0K
Hickory Asset Management, Inc.2,174$630.2K
Blue Investment Partners LLC2,062$597.8K
Waypoint Wealth Partners Inc.2,021$585.9K
Alpha DNA Investment Management LLC1,888$547.4K
BIP Alliance, LLC1,805$523.3K
Omnitrust Wealth Management, Inc1,558$510.0K
Foguth Wealth Management, LLC.1,609$466.5K
Future You Wealth LLC1,587$460.0K
Acas, LLC1,563$454.2K
PrairieView Partners, LLC1,350$391.0K
David Wealth Management LLC1,299$376.7K
Capital Market Strategies LLC1,170$339.2K
Iron Horse Wealth Management, LLC1,091$316.2K
Parkside Advisors LLC1,064$308.5K
Sebold Capital Management, Inc.1,063$308.2K
Wellington Capital Management, Inc.784$227.0K
SRN Advisors, LLC704$204.1K
Parkworth Wealth Management, Inc.472$136.7K
Legacy Investment Solutions, LLC396$114.9K
Financial Gravity Companies, Inc.365$105.8K
Montag & Caldwell, LLC300$87.0K
Capital A Wealth Management, LLC442$75.2K
Christopher J. Hasenberg, Inc156$45.2K