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
- 4,766
- +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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 2,648 | $835.3K | 0.20% | +991+59.8% | Added |
| Cherrydale Wealth Management, LLC | 2,653 | $836.8K | 0.26% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 2,660 | $839.1K | 0.64% | +12+0.5% | Added |
| VSM Wealth Advisory, LLC | 2,664 | $840.3K | 0.26% | −299−10.1% | Reduced |
| HC Advisors, LLC | 2,667 | $841.3K | 0.59% | +6+0.2% | Added |
| Accelerate Investment Advisors LLC | 2,667 | $841.3K | 0.57% | −30−1.1% | Reduced |
| Kahn Brothers Group Inc | 2,668 | $841.6K | 0.16% | −107−3.9% | Reduced |
| Holos Integrated Wealth LLC | 2,801 | $842.8K | 0.50% | −127−4.3% | Reduced |
| Richmond Investment Services, LLC | 2,674 | $843.3K | 0.16% | +319+13.5% | Added |
| RAM Investment Partners, LLC | 2,675 | $843.6K | 0.16% | +120+4.7% | Added |
| ICW Investment Advisors LLC | 2,676 | $844.0K | 0.31% | +97+3.8% | Added |
| Dupree Financial Group, LLC | 2,676 | $844.1K | 0.32% | +137+5.4% | Added |
| Detalus Advisors, LLC | 2,676 | $844.1K | 0.22% | +4+0.1% | Added |
| Insight Wealth Partners, LLC | 2,680 | $845.4K | 0.37% | +324+13.8% | Added |
| OneAscent Family Office, LLC | 2,682 | $846.0K | 0.69% | −95−3.4% | Reduced |
| Waller Financial Planning Group, Inc | 2,683 | $846.4K | 0.19% | −293−9.8% | Reduced |
| Morse Asset Management, Inc | 2,688 | $847.7K | 0.17% | +31+1.2% | Added |
| LongView Asset Management LLC | 2,689 | $848.2K | 0.59% | −67−2.4% | Reduced |
| Financial Security Advisor, Inc. | 2,690 | $848.5K | 0.18% | +17+0.6% | Added |
| Riverview Capital Advisers, LLC | 2,694 | $849.8K | 0.25% | +20+0.7% | Added |
| IFS Group,LLC | 2,739 | $851.1K | 0.75% | +2,739 | New |
| AXS Investments LLC | 2,701 | $852.0K | 0.27% | +193+7.7% | Added |
| Williamson Legacy Group, LLC | 2,703 | $852.6K | 0.66% | +2,703 | New |
| Lynx Investment Advisory | 2,708 | $854.3K | 0.51% | −2−0.1% | Reduced |
| Ssi Investment Management LLC | 2,717 | $857.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 2,722 | $858.6K | 0.16% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 2,725 | $859.0K | 0.25% | +1,030+60.8% | Added |
| Claret Asset Management Corp | 2,730 | $861.0K | 0.10% | −115−4.0% | Reduced |
| Inspire Advisors, LLC | 2,731 | $861.5K | 0.08% | +290+11.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,742 | $864.9K | 0.14% | +30+1.1% | Added |
| Perritt Capital Management Inc | 2,742 | $865.0K | 0.41% | −10−0.4% | Reduced |
| Financial Enhancement Group LLC | 2,848 | $865.9K | 0.12% | +547+23.8% | Added |
| Summit Wealth Group, LLC | 2,751 | $867.6K | 0.21% | −31−1.1% | Reduced |
| Dakota Community Bank & Trust NA | 2,752 | $868.1K | 3.42% | +15+0.5% | Added |
| CTC Alternative Strategies, Ltd. | 2,756 | $869.3K | 1.45% | −5,198−65.4% | Reduced |
| Alpha Financial Partners, LLC | 2,756 | $869.4K | 0.57% | −14−0.5% | Reduced |
| Cape Investment Advisory, Inc. | 2,758 | $869.9K | 0.86% | −621−18.4% | Reduced |
| Avenue 1 Advisors, LLC | 2,759 | $870.2K | 0.27% | +10.0% | Added |
| Horst & Graben Wealth Management LLC | 2,759 | $870.3K | 0.13% | +27+1.0% | Added |
| Carter Financial Group, INC. | 2,761 | $871.0K | 0.53% | +655+31.1% | Added |
| Arkansas Financial Group, Inc. | 2,777 | $876.0K | 0.13% | −100−3.5% | Reduced |
| SMART Wealth LLC | 2,779 | $876.7K | 0.33% | −5,394−66.0% | Reduced |
| SG Americas Securities, LLC | 2,781 | $877.0K | 0.00% | −38,329−93.2% | Reduced |
| Strategic Advocates LLC | 2,782 | $877.5K | 0.23% | +49+1.8% | Added |
| Centerline Wealth Advisors, LLC | 2,783 | $877.8K | 0.38% | +268+10.7% | Added |
| Paladin Advisory Group, LLC | 2,784 | $878.2K | 0.68% | −18−0.6% | Reduced |
| Fortis Capital Management LLC | 2,785 | $878.6K | 0.12% | +463+19.9% | Added |
| Balentine LLC | 2,788 | $879.4K | 0.03% | +187+7.2% | Added |
| Opus Capital Group, LLC | 2,791 | $880.0K | 0.10% | −94−3.3% | Reduced |
| West Wealth Group, LLC | 2,882 | $881.1K | 0.20% | +416+16.9% | Added |
| Broyhill Asset Management | 2,794 | $881.3K | 0.77% | −50−1.8% | Reduced |
| Client 1st Advisory Group, LLC | 2,797 | $882.4K | 0.29% | +224+8.7% | Added |
| Integris Wealth Management, LLC | 2,799 | $883.0K | 0.21% | −29−1.0% | Reduced |
| Clark Wealth Partners | 2,741 | $883.1K | 0.54% | +2,274+486.9% | Added |
| Murphy Pohlad Asset Management LLC | 2,800 | $883.2K | 0.35% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 2,800 | $883.2K | 0.07% | +2,800 | New |
| Charter Research & Investment Group, Inc. | 2,801 | $883.6K | 0.61% | −65−2.3% | Reduced |
| Thoma Capital Management LLC | 2,808 | $885.8K | 0.51% | −125−4.3% | Reduced |
| Bensler, LLC | 2,808 | $885.8K | 0.09% | +56+2.0% | Added |
| Copley Financial Group, Inc. | 2,809 | $886.0K | 0.61% | −291−9.4% | Reduced |
| Harvest Fund Management Co., Ltd | 2,809 | $886.0K | 0.04% | −267−8.7% | Reduced |
| Harrington Investments, INC | 2,814 | $887.6K | 0.44% | −382−12.0% | Reduced |
| Verus Financial Partners, Inc. | 2,816 | $888.2K | 0.09% | −238−7.8% | Reduced |
| Objective Capital Management, LLC | 2,821 | $889.7K | 0.92% | −25−0.9% | Reduced |
| Heritage Financial Services, LLC | 2,831 | $892.9K | 0.08% | +342+13.7% | Added |
| Milestones Private Investment Advisors LLC | 2,831 | $893.0K | 0.61% | 00.0% | Unchanged |
| American Investment Services, Inc. | 2,837 | $894.9K | 0.22% | 00.0% | Unchanged |
| MKT Advisors LLC | 2,888 | $897.2K | 0.33% | +12+0.4% | Added |
| Level Financial Advisors, Inc. | 2,845 | $897.3K | 0.25% | +1,117+64.6% | Added |
| Burkett Financial Services, LLC | 2,848 | $898.2K | 0.31% | −287−9.2% | Reduced |
| Synergy Financial Management, LLC | 2,999 | $898.5K | 0.03% | +2,068+222.1% | Added |
| TCM Advisors, LLC | – | $901.8K | 0.76% | – | – |
| Steinberganna Wealth Management | 2,861 | $902.6K | 0.42% | +2,861 | New |
| Pine Harbor Wealth Management, LLC | 2,864 | $903.5K | 0.29% | +271+10.5% | Added |
| Maripau Wealth Management LLC | 2,865 | $903.7K | 0.45% | −1,266−30.6% | Reduced |
| Burton Enright Welch | 2,867 | $904.5K | 0.14% | +352+14.0% | Added |
| Planning Alternatives Ltd | 2,868 | $904.7K | 0.12% | +317+12.4% | Added |
| Allen Wealth Management, LLC | 2,876 | $907.2K | 0.62% | −140−4.6% | Reduced |
| Cascade Investment Advisors, Inc. | 2,884 | $909.8K | 0.55% | −399−12.2% | Reduced |
| Strategic Financial Concepts, LLC | 2,889 | $911.3K | 0.13% | −254−8.1% | Reduced |
| Strid Group, LLC | 2,889 | $911.3K | 0.12% | +16+0.6% | Added |
| AIMZ Investment Advisors, LLC | 2,893 | $912.6K | 0.29% | 00.0% | Unchanged |
| CLG LLC | 2,905 | $916.2K | 0.25% | +26+0.9% | Added |
| Wallace Advisory Group, LLC | 3,171 | $919.3K | 0.74% | −666−17.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,918 | $920.4K | 0.20% | −246−7.8% | Reduced |
| Ruggaard & Associates LLC | 2,918 | $920.4K | 0.34% | −205−6.6% | Reduced |
| AMJ Financial Wealth Management | 2,919 | $920.7K | 0.22% | +20+0.7% | Added |
| CapWealth Advisors, LLC | 2,920 | $921.1K | 0.06% | −17−0.6% | Reduced |
| Essex Investment Management Co LLC | 2,923 | $922.0K | 0.14% | 00.0% | Unchanged |
| Financial Freedom, LLC | 2,924 | $922.3K | 0.46% | +5+0.2% | Added |
| Reyes Financial Architecture, Inc. | 2,924 | $922.4K | 0.63% | −393−11.8% | Reduced |
| Coyle Financial Counsel LLC | 2,929 | $924.0K | 0.21% | +693+31.0% | Added |
| AXA S.A. | 2,932 | $924.8K | 0.46% | −787,000−99.6% | Reduced |
| American National Bank of Texas | 2,938 | $926.7K | 0.87% | +2,938 | New |
| Murphy & Mullick Capital Management Corp | 2,965 | $929.5K | 0.69% | +94+3.3% | Added |
| Bond & Devick Financial Network, Inc. | 2,949 | $930.2K | 0.28% | +52+1.8% | Added |
| Sierra Capital LLC | 2,951 | $931.0K | 0.10% | −520−15.0% | Reduced |
| Payne Capital Management, LLC | 2,953 | $931.4K | 0.30% | +208+7.6% | Added |
| TAGStone Capital, Inc. | 2,956 | $932.4K | 0.37% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,964 | $934.9K | 0.55% | +72+2.5% | Added |