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 |
|---|---|---|---|---|---|
| Imprint Wealth LLC | 2,330 | $735.0K | 2.35% | +2,330 | New |
| Reuter James Wealth Management, LLC | 2,331 | $735.2K | 0.10% | −324−12.2% | Reduced |
| Intergy Private Wealth, LLC | 2,334 | $736.2K | 0.23% | −105−4.3% | Reduced |
| Keating Investment Counselors Inc | 2,335 | $736.5K | 0.21% | +50+2.2% | Added |
| Kaizen Financial Strategies | 2,351 | $736.9K | 0.33% | −23−1.0% | Reduced |
| Planned Solutions, Inc. | 2,343 | $739.1K | 0.26% | −14−0.6% | Reduced |
| IMZ Advisory Inc | 2,343 | $739.1K | 0.28% | +226+10.7% | Added |
| Amussen Hunsaker Associates LLC | 2,354 | $742.9K | 0.08% | −114−4.6% | Reduced |
| Gimbal Financial | 2,355 | $742.9K | 0.45% | +70+3.1% | Added |
| Silver Coast Investments LLC | 2,361 | $744.7K | 0.26% | −32−1.3% | Reduced |
| Tamar Securities, LLC | 2,363 | $745.4K | 0.08% | +41+1.8% | Added |
| Capstone Wealth Management Group LLC | 2,364 | $745.6K | 0.48% | +52+2.2% | Added |
| Core Wealth Advisors, Inc. | 2,364 | $745.7K | 0.19% | +615+35.2% | Added |
| Knuff & Co LLC | 2,369 | $747.3K | 0.22% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 2,380 | $751.3K | 0.02% | −86,767−97.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 2,383 | $751.7K | 0.51% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 2,386 | $752.6K | 0.59% | +100+4.4% | Added |
| FDx Advisors, Inc. | 2,421 | $753.0K | 0.23% | −104−4.1% | Reduced |
| Somerville Kurt F | 2,395 | $755.5K | 0.12% | +400+20.1% | Added |
| Tobias Financial Advisors, Inc. | 2,397 | $756.0K | 0.11% | +324+15.6% | Added |
| Panoramic Capital Partners, LLC | 2,400 | $757.0K | 0.49% | +83+3.6% | Added |
| Centennial Wealth Advisory LLC | 2,406 | $759.3K | 0.21% | +407+20.4% | Added |
| Wise Wealth Partners | 2,415 | $761.8K | 1.16% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,418 | $762.8K | 0.36% | +10.0% | Added |
| Roble, Belko & Company, Inc | 2,419 | $763.0K | 0.10% | −71−2.9% | Reduced |
| Invested Advisors | 3,141 | $763.7K | 1.11% | +3,141 | New |
| Jacobs & Co | 2,424 | $764.0K | 0.07% | 00.0% | Unchanged |
| Rockbridge Capital Management LLC | 2,424 | $764.6K | 0.45% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2,426 | $765.3K | 0.54% | −183−7.0% | Reduced |
| Bruce G. Allen Investments, LLC | 2,427 | $765.5K | 0.55% | −11−0.5% | Reduced |
| Atlas Private Wealth Advisors | 2,430 | $766.5K | 0.19% | −2,773−53.3% | Reduced |
| Prospera Capital Management, LLC | 2,432 | $767.1K | 0.37% | +10+0.4% | Added |
| Reston Wealth Management LLC | 2,435 | $768.1K | 0.25% | +12+0.5% | Added |
| Clay Northam Wealth Management, LLC | 2,437 | $768.7K | 0.44% | 00.0% | Unchanged |
| Plum Street Advisors, LLC | 2,438 | $769.0K | 0.30% | −84−3.3% | Reduced |
| Bernardo Wealth Planning LLC | 2,442 | $770.1K | 0.15% | +15+0.6% | Added |
| Strive Asset Management, LLC | 2,442 | $770.3K | 0.42% | −79−3.1% | Reduced |
| Madden Securities Corp | 2,453 | $773.8K | 0.24% | −118−4.6% | Reduced |
| Reliant Investment Partners, LLC | 2,504 | $776.3K | 0.61% | −16−0.6% | Reduced |
| Wall Street Financial Group, Inc. | 2,464 | $777.2K | 0.57% | +326+15.2% | Added |
| Squire Investment Management Company, LLC | 2,465 | $777.5K | 0.25% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 2,471 | $779.4K | 0.15% | +211+9.3% | Added |
| Walker Asset Management, LLC | 2,472 | $779.8K | 0.44% | −5−0.2% | Reduced |
| Tucker Asset Management LLC | 2,478 | $781.6K | 0.24% | −191−7.2% | Reduced |
| Presidio Capital Management, LLC | 2,483 | $783.2K | 0.27% | −1,076−30.2% | Reduced |
| Corundum Trust Company, INC | 2,487 | $784.5K | 1.70% | −17−0.7% | Reduced |
| TCP Asset Management, LLC | 2,487 | $784.6K | 0.14% | +254+11.4% | Added |
| Forum Private Client Group LLC | 2,490 | $785.5K | 0.28% | +313+14.4% | Added |
| Arnhold LLC | 2,492 | $786.1K | 0.07% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 2,493 | $786.3K | 0.48% | +23+0.9% | Added |
| DDD Partners, LLC | 2,499 | $788.3K | 0.05% | +1,023+69.3% | Added |
| Bridgefront Capital, LLC | 2,507 | $790.8K | 0.23% | +2,507 | New |
| Coordinated Financial Services, Inc. | 2,511 | $792.1K | 0.51% | +16+0.6% | Added |
| Thrive Capital Management, LLC | 2,511 | $792.2K | 0.20% | +751+42.7% | Added |
| Prostatis Group LLC | 2,514 | $792.9K | 0.20% | −261−9.4% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,522 | $795.5K | 0.47% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 2,526 | $796.8K | 0.55% | +103+4.3% | Added |
| Cowa, LLC | 2,528 | $797.4K | 0.26% | −174−6.4% | Reduced |
| SNS Financial Group, LLC | 2,528 | $797.4K | 0.07% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,529 | $797.7K | 0.15% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,529 | $797.7K | 0.08% | −35−1.4% | Reduced |
| Asset Planning,Inc | 2,532 | $798.6K | 0.58% | +5+0.2% | Added |
| Ariston Services Group | 2,536 | $799.9K | 0.48% | −242−8.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,575 | $801.1K | 0.28% | +35+1.4% | Added |
| Boreal Capital Management LLC | 2,544 | $802.4K | 0.65% | +103+4.2% | Added |
| Cahaba Wealth Management, Inc. | 2,545 | $802.9K | 0.06% | +45+1.8% | Added |
| KW Wealth Management LLC | 2,545 | $803.0K | 1.37% | +2,545 | New |
| CCG Wealth Management, LLC | 2,546 | $803.1K | 0.38% | +603+31.0% | Added |
| Knightsbridge Asset Management, LLC | 2,555 | $805.9K | 0.14% | +695+37.4% | Added |
| Birch Financial Group, LLC | 2,560 | $807.5K | 0.48% | +414+19.3% | Added |
| Investment Planning Advisors, Inc. | 2,562 | $808.0K | 0.25% | +1,104+75.7% | Added |
| Bender Robert & Associates | 2,565 | $809.0K | 0.17% | −5−0.2% | Reduced |
| Flynn Zito Capital Management, LLC | 2,569 | $810.3K | 0.30% | −151−5.6% | Reduced |
| Prudent Investors Network | 2,573 | $811.6K | 0.20% | +1,011+64.7% | Added |
| Lansing Street Advisors | 2,576 | $812.4K | 0.22% | +250+10.7% | Added |
| Penn Davis McFarland Inc | 2,580 | $813.8K | 0.08% | 00.0% | Unchanged |
| Western Financial Corp | 2,582 | $814.4K | 0.35% | −60−2.3% | Reduced |
| Prospect Financial Group LLC | 2,585 | $815.4K | 0.80% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2,591 | $817.3K | 0.16% | +18+0.7% | Added |
| Tuttle Tactical Management | 2,594 | $818.2K | 3.10% | 00.0% | Unchanged |
| WBI Investments | 2,595 | $818.7K | 0.21% | +2,595 | New |
| Coign Capital Advisors LLC | 2,600 | $820.3K | 0.45% | −254−8.9% | Reduced |
| Wealthstar Advisors, LLC | 2,610 | $823.2K | 0.32% | +135+5.5% | Added |
| Compass Capital Corp | 2,597 | $823.7K | 0.36% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,612 | $823.9K | 0.34% | +1,479+130.5% | Added |
| Tarbox Family Office, Inc. | 2,614 | $824.5K | 0.12% | −9−0.3% | Reduced |
| Quantitative Investment Management, LLC | 2,616 | $825.0K | 0.11% | −22,159−89.4% | Reduced |
| Tactive Advisors, LLC | 2,622 | $827.1K | 0.23% | +145+5.9% | Added |
| Rakuten Investment Management, Inc. | 35,983 | $827.6K | 0.00% | +35,983 | New |
| Global Strategic Investment Solutions, LLC | 2,626 | $828.5K | 0.08% | −77−2.8% | Reduced |
| Braun-Bostich & Associates Inc. | 2,627 | $828.6K | 0.52% | −129−4.7% | Reduced |
| Gitterman Wealth Management, LLC | 2,628 | $829.2K | 0.19% | +50+1.9% | Added |
| Swisher Financial Concepts, Inc. | 2,634 | $830.8K | 0.50% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,635 | $831.2K | 0.01% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 2,637 | $831.8K | 0.31% | −153−5.5% | Reduced |
| Breakthru Advisory Services, LLC | 2,638 | $832.1K | 0.55% | +2,638 | New |
| Melfa Wealth Management, LLC | 2,641 | $833.2K | 0.49% | −25−0.9% | Reduced |
| Leigh Baldwin & Co., LLC | 2,644 | $834.0K | 0.47% | −108−3.9% | Reduced |
| Code Waechter LLC | 2,762 | $834.2K | 0.54% | −44−1.6% | Reduced |
| Goepper Burkhardt LLC | 2,648 | $835.2K | 0.28% | −4−0.2% | Reduced |