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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; 5,156 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, Q3 2025

Institutional positions in JPMorgan Chase & Co as of Sep 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
4,765
+95 vs. Q2 2025
Shares held
1.96B
−11.7M (−0.6%) vs. Q2 2025
Total value
$618.0B
+$47.1B (+8.2%) vs. Q2 2025
New holders
193
1,947 more added
Sold out
98
2,124 more reduced

82 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 4,765 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ3 2025: $618.0B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2025.

Institutions holding JPM in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
HighMark Wealth Management LLC1$3150.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$6310.01%00.0%Unchanged
Bridge Generations Wealth Management LLC4$1.26K0.00%00.0%Unchanged
Insight Financial Services11$3.56K0.00%00.0%Unchanged
Sellwood Investment Partners LLC13$4.10K0.00%+13New
Financially Speaking Inc15$4.73K0.00%00.0%Unchanged
BLKBRD Asset Management, LP18$5.68K0.00%+18New
Teachers Insurance & Annuity Association of America22$6.94K0.01%−278−92.7%Reduced
E Fund Management (Hong Kong) Co., Ltd.26$8.20K0.00%+26New
Koesten, Hirschmann & Crabtree, INC.31$9.72K0.00%00.0%Unchanged
Friedenthal Financial33$10.4K0.01%00.0%Unchanged
Caitlin John, LLC39$12.4K0.01%+39New
Transce3nd, LLC63$12.7K0.11%−4,430−98.6%Reduced
LGT Financial Advisors LLC45$14.2K0.03%00.0%Unchanged
Minot DeBlois Advisors LLC50$15.8K0.01%00.0%Unchanged
Cedar Wealth Management, LLC51$16.1K0.00%00.0%Unchanged
PayPay Securities Corp54$17.0K0.61%+7+14.9%Added
Compass Financial Services Inc55$17.3K0.01%+55New
JDM Financial Group LLC65$20.5K0.01%00.0%Unchanged
Alexis Investment Partners, LLC71$22.4K0.01%+71New
POM Investment Strategies, LLC76$24.0K0.01%+52+216.7%Added
Fairman Group, LLC78$24.5K0.02%00.0%Unchanged
HFM Investment Advisors, LLC87$27.4K0.01%00.0%Unchanged
Winnow Wealth LLC89$28.1K0.02%−411−82.2%Reduced
Advantage Trust Co90$28.4K0.01%00.0%Unchanged
Harbor Asset Planning, Inc.91$28.7K0.03%00.0%Unchanged
Goodman Advisory Group, LLC93$29.3K0.01%00.0%Unchanged
10Elms LLP100$31.5K0.03%00.0%Unchanged
Mountain Hill Investment Partners Corp.100$31.5K0.03%+100New
Family Legacy Financial Solutions, LLC104$32.8K0.03%+50+92.6%Added
Turning Point Benefit Group, Inc.112$34.8K0.02%+112New
MPWM Advisory Solutions, LLC111$35.0K0.02%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.114$36.0K0.03%−2−1.7%Reduced
Redwood Park Advisors LLC120$38.0K0.03%00.0%Unchanged
Clear Investment Research, LLC122$38.8K0.05%−14−10.3%Reduced
Horizons Wealth Management125$39.4K0.03%−60−32.4%Reduced
Breakwater Investment Management131$41.3K0.02%+4+3.1%Added
Prudent Man Investment Management, Inc.178$42.7K0.02%00.0%Unchanged
Morton Brown Family Wealth, LLC136$42.9K0.01%−27−16.6%Reduced
Team Financial Group, LLC148$46.6K0.02%+27+22.3%Added
Carolina Wealth Advisors, LLC149$47.0K0.02%00.0%Unchanged
SWAN Capital LLC151$47.5K0.02%−4−2.6%Reduced
Investment Counsel Co of Nevada158$49.8K0.10%+1+0.6%Added
Westend Capital Management, LLC165$52.0K0.02%+30+22.2%Added
Midwest Capital Advisors, LLC180$56.8K0.03%00.0%Unchanged
Curat Global, LLC180$56.8K0.05%00.0%Unchanged
Pineridge Advisors LLC184$58.1K0.02%−62−25.2%Reduced
Collier Financial190$60.0K0.05%+190New
Bear Mountain Capital, Inc.208$61.8K0.02%+6+3.0%Added
Lowe Wealth Advisors, LLC201$63.4K0.02%00.0%Unchanged
New England Capital Financial Advisors LLC201$63.5K0.03%00.0%Unchanged
Tanaka Capital Management Inc207$65.0K0.12%+207New
Innovative Advisory Group, LLC210$66.2K0.04%00.0%Unchanged
Penserra Capital Management LLC213$67.0K0.00%−495−69.9%Reduced
Clarity Asset Management, Inc.218$68.7K0.04%+1+0.5%Added
Sagard Holdings Management Inc.222$70.0K0.35%00.0%Unchanged
Horizon Financial Services, LLC234$73.9K0.04%+24+11.4%Added
Disciplina Capital Management LLC235$74.1K0.01%+1+0.4%Added
Decker Retirement Planning Inc.236$74.4K0.04%+85+56.3%Added
Park Square Financial Group, LLC237$74.8K0.32%−1,700−87.8%Reduced
Atlantic Private Wealth, LLC242$76.2K0.05%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd258$81.0K0.00%−6−2.3%Reduced
Veritas Investment Partners (UK) Ltd.280$88.3K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC280$88.4K0.05%+1+0.4%Added
Redmont Wealth Advisors LLC294$92.9K0.13%+66+28.9%Added
Ulland Investment Advisors, LLC296$93.0K0.07%+87+41.6%Added
Seneschal Advisors, LLC302$95.1K0.07%+302New
Kings Path Partners LLC303$95.6K0.04%−8−2.6%Reduced
Clayton Financial Group LLC305$96.2K0.07%+305New
Anfield Capital Management, LLC312$98.4K0.03%+8+2.6%Added
Retirement Wealth Solutions LLC314$98.9K0.06%+1+0.3%Added
Strengthening Families & Communities, LLC314$99.2K0.02%+1+0.3%Added
Robbins Farley LLC315$99.4K0.04%−8−2.5%Reduced
Heartland Advisors Inc316$99.7K0.01%+316New
Northwest Capital Management Inc320$100.9K0.11%−102−24.2%Reduced
Cedar Mountain Advisors, LLC321$101.4K0.02%+103+47.2%Added
Delos Wealth Advisors, LLC324$102.2K0.07%+260+406.3%Added
Financial Connections Group, Inc.343$108.0K0.04%−60−14.9%Reduced
Bare Financial Services, Inc358$112.9K0.03%+27+8.2%Added
Evolution Wealth Management Inc.369$116.4K0.12%+104+39.2%Added
Kilter Group LLC370$116.7K0.06%+28+8.2%Added
Robinswood Financial LLC377$119.1K0.04%00.0%Unchanged
Curio Wealth, LLC380$119.9K0.05%−62−14.0%Reduced
DiNuzzo Private Wealth, Inc.406$122.4K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC388$122.5K0.06%−8−2.0%Reduced
Pingora Partners LLC395$124.6K0.08%00.0%Unchanged
Red Tortoise LLC412$129.9K0.06%00.0%Unchanged
Inlight Wealth Management, LLC427$134.7K0.06%00.0%Unchanged
Main Street Group, LTD429$135.3K0.04%00.0%Unchanged
Painted Porch Advisors LLC430$135.5K0.05%00.0%Unchanged
Miller Wealth Advisors, LLC430$135.6K0.05%00.0%Unchanged
Sofos Investments, Inc.459$144.8K0.03%+459New
Islay Capital Management, LLC465$146.7K0.08%−2,210−82.6%Reduced
Vermillion & White Wealth Management Group, LLC467$147.3K0.08%+233+99.6%Added
Davis Capital Management494$156.0K0.11%+494New
Moisand Fitzgerald Tamayo, LLC496$156.5K0.02%00.0%Unchanged
Accordant Advisory Group Inc500$157.7K0.11%00.0%Unchanged
True Wealth Design, LLC525$165.7K0.05%+110+26.5%Added
Horrell Capital Management, Inc.547$172.5K0.07%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC551$173.8K0.01%+258+88.1%Added