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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 2,965 | $935.1K | 0.10% | +540+22.3% | Added |
| 1858 Wealth Management, LLC | 2,967 | $935.9K | 0.66% | −298−9.1% | Reduced |
| WMG Financial Advisors, LLC | 2,967 | $936.0K | 0.31% | +58+2.0% | Added |
| Meridian Wealth Partners, LLC | 2,969 | $936.5K | 0.13% | −2,448−45.2% | Reduced |
| Brown Wealth Management, LLC | 2,973 | $937.8K | 0.26% | +167+6.0% | Added |
| Profit Investment Management, LLC | 2,984 | $941.2K | 1.18% | −1,639−35.5% | Reduced |
| Future Financial Wealth Managment LLC | 2,986 | $942.0K | 0.59% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 2,990 | $943.1K | 0.26% | +209+7.5% | Added |
| Aletheian Wealth Advisors LLC | 2,994 | $944.4K | 0.44% | −59−1.9% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 2,995 | $944.7K | 0.42% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 2,996 | $945.0K | 0.22% | +285+10.5% | Added |
| Robinson Smith Wealth Advisors LLC | 2,998 | $945.7K | 0.68% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 3,000 | $946.3K | 0.26% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,000 | $946.3K | 0.02% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,002 | $946.8K | 0.46% | +121+4.2% | Added |
| Smith Shellnut Wilson LLC | 3,002 | $946.9K | 0.36% | +1,047+53.6% | Added |
| Global Assets Advisory, LLC | 3,006 | $948.1K | 0.28% | +3+0.1% | Added |
| J. L. Bainbridge & Co., Inc. | 3,010 | $949.3K | 0.08% | −128−4.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,011 | $950.1K | 0.30% | +57+1.9% | Added |
| Wealthgarden F.S. LLC | 3,146 | $951.2K | 0.68% | +2+0.1% | Added |
| Keb Asset Management, LLC | 3,023 | $953.5K | 0.21% | +291+10.7% | Added |
| Allium Financial Advisors, LLC | 3,024 | $953.9K | 0.79% | −3−0.1% | Reduced |
| Abacus Wealth Partners, LLC | 3,026 | $954.5K | 0.14% | +36+1.2% | Added |
| DecisionMap Wealth Management, LLC | 3,027 | $954.8K | 0.61% | +20+0.7% | Added |
| Pin Oak Investment Advisors Inc | 3,028 | $955.0K | 0.68% | +214+7.6% | Added |
| Wealthedge Investment Advisors, LLC | 3,028 | $955.4K | 0.36% | +115+3.9% | Added |
| Hughes Financial Services, LLC | 3,019 | $956.7K | 0.15% | +2+0.1% | Added |
| Diamant Asset Management, Inc. | 3,033 | $956.7K | 0.70% | +190+6.7% | Added |
| Clearview Wealth Advisors LLC | 3,036 | $957.6K | 0.61% | −67−2.2% | Reduced |
| OneAscent Investment Solutions LLC | 3,037 | $958.0K | 1.02% | −35−1.1% | Reduced |
| Westwood Wealth Management | 3,037 | $958.0K | 0.35% | +135+4.7% | Added |
| Paragon Capital Management Ltd | 3,042 | $959.8K | 0.18% | +14+0.5% | Added |
| Youngs Advisory Group, Inc. | 3,044 | $960.2K | 0.34% | +7+0.2% | Added |
| Shikiar Asset Management Inc | 3,049 | $962.0K | 0.24% | +158+5.5% | Added |
| Sonoma Private Wealth LLC | 3,055 | $963.6K | 1.15% | +338+12.4% | Added |
| Absolute Capital Management, LLC | 3,063 | $966.2K | 0.41% | −3−0.1% | Reduced |
| Investmark Advisory Group LLC | 3,063 | $966.2K | 0.42% | +4+0.1% | Added |
| LongView Wealth Management | 3,064 | $966.5K | 0.26% | −15−0.5% | Reduced |
| North Point Portfolio Managers Corp | 3,065 | $966.8K | 0.16% | −4−0.1% | Reduced |
| Ring Mountain Capital, LLC | 3,069 | $968.0K | 0.54% | +16+0.5% | Added |
| WealthTrust Asset Management, LLC | 3,082 | $972.1K | 0.67% | +6+0.2% | Added |
| Alpha Advisors, LLC | 3,082 | $972.2K | 0.73% | +36+1.2% | Added |
| Pennington Partners & Co., LLC | 3,086 | $973.3K | 0.46% | +38+1.2% | Added |
| Atala Financial Inc | 3,088 | $974.0K | 0.62% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,095 | $976.4K | 0.55% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 3,097 | $976.8K | 0.16% | −479−13.4% | Reduced |
| Beacon Capital Management, LLC | 3,098 | $977.1K | 0.14% | +118+4.0% | Added |
| Cohen & Steers, Inc. | 3,100 | $978.0K | 0.00% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,101 | $978.1K | 0.05% | −50−1.6% | Reduced |
| Financial Insights, Inc. | 3,108 | $980.4K | 0.32% | +339+12.2% | Added |
| Arbor Wealth Advisors LLC | 3,116 | $982.9K | 0.73% | −22−0.7% | Reduced |
| Oberweis Asset Management Inc | 3,121 | $984.5K | 0.04% | −329−9.5% | Reduced |
| Magnolia Private Wealth, LLC | 3,122 | $984.8K | 0.72% | +47+1.5% | Added |
| Tacita Capital Inc | 3,123 | $985.1K | 0.60% | +36+1.2% | Added |
| Ninepoint Partners LP | 3,126 | $986.0K | 0.14% | −820−20.8% | Reduced |
| First Community Trust NA | 3,130 | $987.3K | 0.76% | −162−4.9% | Reduced |
| Lockerman Financial Group, Inc. | 3,137 | $989.5K | 1.25% | −33−1.0% | Reduced |
| Ehrlich Financial Group | 3,137 | $989.6K | 0.59% | −177−5.3% | Reduced |
| TruNorth Capital Management, LLC | 3,145 | $992.0K | 0.20% | +50+1.6% | Added |
| Pullen Investment Management, LLC | 3,146 | $992.4K | 0.54% | +2+0.1% | Added |
| Holcombe Financial, Inc. | 3,147 | $992.7K | 0.69% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 3,150 | $993.6K | 0.59% | +1,012+47.3% | Added |
| Ironwood Investment Management LLC | 3,154 | $994.9K | 0.43% | 00.0% | Unchanged |
| Creekside Partners | 3,171 | $1.00M | 0.44% | −92−2.8% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,174 | $1.00M | 0.41% | +230+7.8% | Added |
| Renaissance Group LLC | 3,175 | $1.00M | 0.04% | −565−15.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,176 | $1.00M | 0.34% | −24−0.8% | Reduced |
| Concorde Asset Management, LLC | 3,253 | $1.00M | 0.42% | +3,253 | New |
| Lionshead Wealth Management, LLC | 3,185 | $1.00M | 0.80% | +714+28.9% | Added |
| SP Asset Management LLC | 3,199 | $1.01M | 0.08% | +9+0.3% | Added |
| Wolff Financial Management LLC | 3,209 | $1.01M | 0.23% | −3−0.1% | Reduced |
| Capital Advantage, Inc. | 3,210 | $1.01M | 0.15% | +10.0% | Added |
| Northstar Financial Companies, Inc. | 3,211 | $1.01M | 0.94% | +916+39.9% | Added |
| Salzhauer Michael | 3,215 | $1.01M | 0.59% | −1,453−31.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,338 | $1.01M | 0.10% | +886+36.1% | Added |
| WestHill Financial Advisors, Inc. | 3,218 | $1.01M | 0.20% | +2+0.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,222 | $1.02M | 0.69% | −175−5.2% | Reduced |
| Prelude Capital Management, LLC | 3,240 | $1.02M | 0.08% | +816+33.7% | Added |
| Silver Lake Advisory, LLC | 3,241 | $1.02M | 0.41% | +13+0.4% | Added |
| Washburn Capital Management, Inc. | 3,246 | $1.02M | 0.57% | +151+4.9% | Added |
| RBA Wealth Management, LLC | 3,255 | $1.03M | 0.35% | −17−0.5% | Reduced |
| Prosperity Wealth Management, Inc. | 3,261 | $1.03M | 0.35% | +22+0.7% | Added |
| Insight 2811, Inc. | 3,267 | $1.03M | 0.46% | −25−0.8% | Reduced |
| Ariadne Wealth Management, LP | 3,330 | $1.03M | 0.46% | −868−20.7% | Reduced |
| McCarthy & Cox | 3,269 | $1.03M | 0.24% | −182−5.3% | Reduced |
| LifePlan Investment Advisors, Inc. | 3,279 | $1.03M | 0.43% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 3,281 | $1.03M | 0.32% | +428+15.0% | Added |
| Partners Wealth Management, LLC | 3,282 | $1.04M | 1.02% | −631−16.1% | Reduced |
| Weaver Consulting Group | 3,283 | $1.04M | 0.26% | +79+2.5% | Added |
| Pacific Center for Financial Services | 3,286 | $1.04M | 0.26% | −78−2.3% | Reduced |
| Cooper/Haims Advisors, LLC | 3,296 | $1.04M | 0.49% | +35+1.1% | Added |
| TCFG Wealth Management, LLC | 3,296 | $1.04M | 0.41% | −186−5.3% | Reduced |
| Vance Wealth, Inc. | 3,297 | $1.04M | 0.32% | −93−2.7% | Reduced |
| Flaharty Asset Management, LLC | 3,306 | $1.04M | 0.13% | +1,891+133.6% | Added |
| Collective Family Office LLC | 3,307 | $1.04M | 0.25% | −124−3.6% | Reduced |
| Plan A Wealth LLC | 3,311 | $1.04M | 0.53% | −432−11.5% | Reduced |
| apricus wealth, LLC | 3,313 | $1.05M | 0.56% | −10,784−76.5% | Reduced |
| Pathway Financial Advisors LLC | 3,319 | $1.05M | 0.14% | +600+22.1% | Added |
| Castlekeep Investment Advisors LLC | 3,325 | $1.05M | 0.49% | −2,219−40.0% | Reduced |
| Mullooly Asset Management, Inc. | 3,333 | $1.05M | 0.40% | +12+0.4% | Added |