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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,679 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Riverstone Advisors, LLC | 2,053 | $647.7K | 0.32% | +72+3.6% | Added |
| Wealth Advisors Northwest LLC | 2,057 | $648.9K | 0.31% | +5+0.2% | Added |
| Ascent Capital Management, LLC | 2,058 | $649.3K | 0.52% | +51+2.5% | Added |
| Lakewood Asset Management LLC | 2,060 | $649.7K | 0.39% | +100+5.1% | Added |
| Clean Yield Group | 2,060 | $649.8K | 0.18% | +106+5.4% | Added |
| Burns Matteson Capital Management, LLC | 2,060 | $649.8K | 0.27% | +4+0.2% | Added |
| Friday Financial | 2,061 | $650.0K | 0.27% | −21−1.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,062 | $650.4K | 0.02% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 2,062 | $650.4K | 0.28% | +10+0.5% | Added |
| Signature Wealth Management Group | 2,063 | $650.6K | 0.25% | +10.0% | Added |
| SummitTX Capital, L.P. | 2,069 | $652.6K | 0.03% | −31−1.5% | Reduced |
| May Barnhard Investments LLC | 2,070 | $652.8K | 0.30% | +10.0% | Added |
| International Private Wealth Advisors LLC | 2,073 | $653.9K | 0.41% | +580+38.8% | Added |
| Vishria Bird Financial Group, LLC | 2,075 | $654.5K | 0.13% | +162+8.5% | Added |
| XY Planning Network, Inc. | 2,264 | $656.3K | 0.22% | 00.0% | Unchanged |
| Guidance Capital, Inc | 2,188 | $657.4K | 0.17% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 2,085 | $657.7K | 0.41% | −160−7.1% | Reduced |
| R. W. Roge & Company, Inc. | 2,088 | $658.0K | 0.34% | −59−2.7% | Reduced |
| jvl associates llc | 2,093 | $660.2K | 0.22% | −10.0% | Reduced |
| OLIO Financial Planning | 2,094 | $660.5K | 0.19% | −130−5.8% | Reduced |
| Arcadia Investment Management Corp | 2,099 | $662.1K | 0.10% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,099 | $662.1K | 0.13% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,102 | $663.2K | 0.22% | +2,102 | New |
| Cornerstone Select Advisors, LLC | 2,104 | $663.7K | 0.49% | +238+12.8% | Added |
| Brightwater Advisory LLC | 2,106 | $664.3K | 0.46% | −103−4.7% | Reduced |
| Broderick Brian C | 2,110 | $665.6K | 0.13% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 2,112 | $666.2K | 0.16% | +14+0.7% | Added |
| CGC Financial Services, LLC | 2,122 | $669.3K | 0.18% | +112+5.6% | Added |
| Greenfield Seitz Capital Management, LLC | 2,131 | $672.2K | 0.22% | −19−0.9% | Reduced |
| Clarkston Capital Partners, LLC | 2,145 | $676.5K | 0.01% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 2,150 | $678.2K | 0.20% | +2,150 | New |
| Graham Capital Wealth Management, LLC | 2,152 | $678.8K | 0.69% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,154 | $679.6K | 0.18% | −94−4.2% | Reduced |
| Genesis Private Wealth, LLC | 2,155 | $679.9K | 0.29% | +4+0.2% | Added |
| Flywheel Private Wealth LLC | 2,157 | $680.5K | 0.53% | −170−7.3% | Reduced |
| Rik Saylor Financial, Inc. | 2,157 | $680.5K | 0.50% | +5+0.2% | Added |
| NovaPoint Capital, LLC | 2,161 | $681.5K | 0.17% | +2,161 | New |
| Anderson Financial Strategies, LLC | 2,162 | $682.0K | 0.40% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,167 | $683.6K | 0.00% | +89+4.3% | Added |
| Shira Ridge Wealth Management | 2,171 | $684.7K | 0.29% | +84+4.0% | Added |
| Catalyst Capital Advisors LLC | 2,172 | $685.1K | 0.01% | +359+19.8% | Added |
| Intrinsic Value Partners, LLC | 2,175 | $686.1K | 0.56% | −10−0.5% | Reduced |
| BCS Wealth Management | 2,176 | $686.2K | 0.15% | −880−28.8% | Reduced |
| Riverwater Partners LLC | 2,178 | $687.0K | 0.29% | −24−1.1% | Reduced |
| McNamara Financial Services, Inc. | 2,181 | $688.0K | 0.13% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 2,183 | $688.6K | 0.24% | +65+3.1% | Added |
| Hill Island Financial LLC | 2,184 | $688.9K | 0.17% | −7−0.3% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,184 | $688.9K | 0.39% | −130−5.6% | Reduced |
| Luken Investment Analytics, LLC | 2,185 | $689.2K | 0.27% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,188 | $690.2K | 0.55% | +3+0.1% | Added |
| Rexford Capital Inc | 2,188 | $690.2K | 0.53% | +33+1.5% | Added |
| Darwin Advisors, LLC | 2,189 | $690.8K | 0.22% | +19+0.9% | Added |
| Brand Asset Management Group, Inc. | 2,193 | $691.6K | 0.19% | +35+1.6% | Added |
| Independent Family Office, LLC | 2,200 | $693.9K | 0.29% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 2,200 | $693.9K | 0.30% | +93+4.4% | Added |
| Stonegate Management LLC | 2,200 | $693.9K | 0.46% | +2,200 | New |
| Wedgewood Investors Inc | 2,202 | $694.6K | 0.76% | −25−1.1% | Reduced |
| Pitti Group Wealth Management, LLC | 2,202 | $694.7K | 0.59% | −322−12.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,204 | $695.3K | 0.24% | +64+3.0% | Added |
| Southern Capital Advisors, LLC | 2,206 | $695.8K | 0.33% | +10.0% | Added |
| Apeiron RIA LLC | 2,260 | $696.3K | 0.16% | +127+6.0% | Added |
| Axis Wealth Partners, LLC | 2,209 | $696.9K | 0.41% | +87+4.1% | Added |
| RPS Advisory Solutions LLC | 2,211 | $697.3K | 0.34% | +124+5.9% | Added |
| Waterford Advisors, LLC | 2,213 | $698.0K | 0.24% | −3,663−62.3% | Reduced |
| Efficient Advisors, LLC | 2,214 | $698.4K | 0.04% | +2,214 | New |
| S&T Bank | 2,215 | $698.7K | 0.20% | +5+0.2% | Added |
| Encompass More Asset Management | 2,223 | $701.2K | 0.13% | −69−3.0% | Reduced |
| Drum Hill Capital, LLC | 2,224 | $701.5K | 0.76% | −52−2.3% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 2,224 | $701.5K | 0.42% | +26+1.2% | Added |
| CMG Global Holdings, LLC | 2,297 | $702.1K | 0.34% | −103−4.3% | Reduced |
| Wealthcare Capital Management LLC | 2,229 | $703.1K | 0.07% | +1,480+197.6% | Added |
| Sprinkle Financial Consultants LLC | 2,234 | $704.7K | 0.39% | +18+0.8% | Added |
| Sensible Money, LLC | 2,239 | $706.2K | 0.24% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,242 | $707.2K | 0.09% | −652−22.5% | Reduced |
| M1 Capital Management LLC | 2,246 | $708.5K | 0.31% | +13+0.6% | Added |
| Waycross Partners, LLC | 2,247 | $708.8K | 0.06% | 00.0% | Unchanged |
| Parkside Investments, LLC | 2,248 | $709.2K | 0.09% | −95−4.1% | Reduced |
| Intrepid Capital Management Inc | 2,265 | $714.4K | 0.28% | +75+3.4% | Added |
| Retirement Planning Group, LLC | 2,266 | $714.7K | 0.53% | +8+0.4% | Added |
| Beaird Harris Wealth Management, LLC | 2,268 | $715.4K | 0.05% | +148+7.0% | Added |
| Sonoma Allocations LLC | 2,398 | $716.4K | 0.26% | +2,398 | New |
| 4WEALTH Advisors, Inc. | 2,274 | $717.4K | 0.66% | +18+0.8% | Added |
| Wisconsin Wealth Advisors, LLC | 2,276 | $717.9K | 0.68% | +63+2.8% | Added |
| Foresight Global Investors, Inc. | 2,278 | $718.5K | 0.43% | +2,278 | New |
| Moody Aldrich Partners LLC | 2,283 | $720.2K | 0.14% | −310−12.0% | Reduced |
| Blackstone Group Inc. | 2,289 | $722.0K | 0.00% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,290 | $722.4K | 0.25% | −58−2.5% | Reduced |
| UMA Financial Services, Inc. | 2,296 | $724.3K | 0.10% | +411+21.8% | Added |
| Coco Enterprises, LLC | 2,328 | $724.8K | 0.38% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 2,393 | $725.6K | 1.02% | +2,393 | New |
| NDVR, Inc. | 2,302 | $726.1K | 0.61% | +364+18.8% | Added |
| First Affirmative Financial Network | 2,305 | $726.9K | 0.34% | −265−10.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 2,305 | $727.1K | 0.38% | −443−16.1% | Reduced |
| Rockbridge Investment Management, LCC | 2,309 | $728.3K | 0.07% | −178−7.2% | Reduced |
| Values Added Financial LLC | 2,310 | $728.6K | 0.32% | −305−11.7% | Reduced |
| Wallace Capital Management Inc. | 2,310 | $728.8K | 0.09% | −73−3.1% | Reduced |
| SFG Wealth Management, LLC. | 2,313 | $729.4K | 0.32% | +17+0.7% | Added |
| Golden Road Advisors LLC | 2,314 | $729.9K | 0.42% | +973+72.6% | Added |
| Godsey & Gibb Associates | 2,321 | $732.1K | 0.06% | −18−0.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,323 | $732.7K | 0.28% | +36+1.6% | Added |