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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 3,627 | $1.05M | 0.09% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 3,335 | $1.05M | 0.52% | −842−20.2% | Reduced |
| Tableaux LLC | 3,338 | $1.05M | 0.42% | +1,171+54.0% | Added |
| Forefront Analytics, LLC | 3,337 | $1.05M | 1.01% | +16+0.5% | Added |
| Aua Capital Management, LLC | 3,341 | $1.05M | 0.59% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 3,343 | $1.05M | 0.50% | −447−11.8% | Reduced |
| Outlook Wealth Advisors, LLC | 3,348 | $1.06M | 0.26% | +17+0.5% | Added |
| Isthmus Partners, LLC | 3,353 | $1.06M | 0.23% | +340+11.3% | Added |
| Glass Wealth Management Co LLC | 3,354 | $1.06M | 0.47% | +10.0% | Added |
| Bank & Trust Co | 3,357 | $1.06M | 0.78% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 3,360 | $1.06M | 0.40% | +98+3.0% | Added |
| American Capital Advisory, LLC | 3,362 | $1.06M | 0.49% | −220−6.1% | Reduced |
| NFP Retirement, Inc. | 3,368 | $1.06M | 0.07% | −594−15.0% | Reduced |
| Laraway Financial Inc | 3,371 | $1.06M | 0.73% | −2−0.1% | Reduced |
| SIH Partners, LLLP | 3,374 | $1.06M | 0.09% | +3,374 | New |
| Tilson Financial Group, Inc. | 3,375 | $1.06M | 0.35% | +2,181+182.7% | Added |
| Ackerman Capital Advisors, LLC | 3,377 | $1.07M | 0.22% | 00.0% | Unchanged |
| Truxt Investmentos Ltda. | 3,379 | $1.07M | 1.50% | +3,379 | New |
| Dock Street Asset Management Inc | 3,386 | $1.07M | 0.09% | −119−3.4% | Reduced |
| Trust Co of Oklahoma | 3,388 | $1.07M | 0.32% | +250+8.0% | Added |
| North Forty Two & Co. | 3,389 | $1.07M | 1.04% | −25−0.7% | Reduced |
| Joule Financial, LLC | 3,397 | $1.07M | 0.32% | −190−5.3% | Reduced |
| National Wealth Management Group, LLC | 3,400 | $1.07M | 0.40% | −445−11.6% | Reduced |
| Beckerman Institutional, LLC | 3,400 | $1.07M | 0.63% | +999+41.6% | Added |
| Charter Capital Management, LLC | 3,401 | $1.07M | 0.58% | +32+0.9% | Added |
| Lifeworks Advisors, LLC | 3,402 | $1.07M | 0.14% | −57−1.6% | Reduced |
| Persium Advisors, LLC | 3,403 | $1.07M | 0.81% | −63−1.8% | Reduced |
| Motive Wealth Advisors | 3,407 | $1.07M | 0.46% | −104−3.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,408 | $1.08M | 0.37% | −39−1.1% | Reduced |
| Quantum Private Wealth, LLC | 3,411 | $1.08M | 0.31% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,412 | $1.08M | 0.36% | +40+1.2% | Added |
| BlueSky Wealth Advisors, LLC | 3,416 | $1.08M | 0.15% | −42−1.2% | Reduced |
| Clune & Associates, Ltd. | 3,417 | $1.08M | 0.27% | +255+8.1% | Added |
| Bellevue Asset Management, LLC | 3,426 | $1.08M | 0.50% | +10+0.3% | Added |
| Rooted Wealth Advisors, Inc. | 3,489 | $1.08M | 0.33% | +548+18.6% | Added |
| Firethorn Wealth Partners, LLC | 3,430 | $1.08M | 0.43% | +82+2.4% | Added |
| ZRC Wealth Management, LLC | 3,430 | $1.08M | 0.39% | +157+4.8% | Added |
| Long Road Investment Counsel, LLC | 3,432 | $1.08M | 0.38% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 3,441 | $1.09M | 0.77% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,442 | $1.09M | 0.49% | +115+3.5% | Added |
| KFA Private Wealth Group, LLC | 3,444 | $1.09M | 0.31% | +346+11.2% | Added |
| BankPlus Wealth Management LLC | 3,447 | $1.09M | 0.64% | −89−2.5% | Reduced |
| Willow Creek Wealth Management Inc. | 3,462 | $1.09M | 0.09% | −13−0.4% | Reduced |
| Millennium Capital Advisors, LLC | 3,463 | $1.09M | 0.66% | −300−8.0% | Reduced |
| Petra Financial Advisors Inc | 3,463 | $1.09M | 0.64% | +2,434+236.5% | Added |
| KFG Wealth Management, LLC | 3,468 | $1.09M | 0.16% | +104+3.1% | Added |
| Hidden Cove Wealth Management, LLC | 3,471 | $1.09M | 0.72% | +518+17.5% | Added |
| Humankind Investments LLC | 3,476 | $1.10M | 0.25% | −128−3.6% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,477 | $1.10M | 0.35% | −130−3.6% | Reduced |
| Bright Futures Wealth Management, LLC. | 3,486 | $1.10M | 0.86% | +3,486 | New |
| Firestone Capital Management | 3,493 | $1.10M | 0.24% | +12+0.3% | Added |
| WJ Interests, LLC | 3,498 | $1.10M | 0.45% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3,502 | $1.10M | 0.46% | +13+0.4% | Added |
| Postrock Partners LLC | 3,502 | $1.10M | 0.49% | 00.0% | Unchanged |
| Capital Squared Financial LLC | 3,505 | $1.11M | 0.96% | +214+6.5% | Added |
| Hourglass Capital, LLC | 3,506 | $1.11M | 0.25% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 3,508 | $1.11M | 1.68% | +220+6.7% | Added |
| Wellspring Financial Advisors, LLC | 3,510 | $1.11M | 0.10% | −956−21.4% | Reduced |
| Harvest Investment Services, LLC | 3,511 | $1.11M | 0.22% | +526+17.6% | Added |
| Alpha Zero LLC | 3,515 | $1.11M | 0.64% | +229+7.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 3,519 | $1.11M | 0.38% | 00.0% | Unchanged |
| Griffith & Werner, Inc. | 3,508 | $1.11M | 0.58% | +3,508 | New |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $1.11M | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,530 | $1.11M | 0.41% | +3,530 | New |
| Financial Advisory Corp | 3,553 | $1.12M | 0.31% | +276+8.4% | Added |
| Hanlon Investment Management, Inc. | 3,560 | $1.12M | 0.67% | +811+29.5% | Added |
| Old North State Wealth Management, LLC | 3,552 | $1.12M | 0.53% | +241+7.3% | Added |
| Lewis Asset Management, LLC | 3,563 | $1.12M | 0.46% | +698+24.4% | Added |
| Mascoma Wealth Management LLC | 3,563 | $1.12M | 0.25% | +1,500+72.7% | Added |
| Abound Wealth Management | 3,564 | $1.12M | 0.28% | +98+2.8% | Added |
| Gouws Capital LLC | 3,573 | $1.13M | 0.62% | +140+4.1% | Added |
| Magnolia Capital Management Ltd | 3,575 | $1.13M | 0.87% | 00.0% | Unchanged |
| 1776 Wealth LLC | 3,578 | $1.13M | 0.44% | −101−2.7% | Reduced |
| TFB Advisors LLC | 3,747 | $1.13M | 0.33% | −2,815−42.9% | Reduced |
| Coastwise Capital Group, LLC | 3,589 | $1.13M | 0.80% | +51+1.4% | Added |
| Grey Fox Wealth Advisors, LLC | 3,589 | $1.13M | 0.23% | −18−0.5% | Reduced |
| Truepoint, Inc. | 3,594 | $1.13M | 0.03% | +368+11.4% | Added |
| Summa Corp. | 3,600 | $1.14M | 0.50% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 3,601 | $1.14M | 0.72% | +6+0.2% | Added |
| Semus Wealth Partners LLC | 3,614 | $1.14M | 0.65% | −69−1.9% | Reduced |
| Eagle Bay Advisors LLC | 3,617 | $1.14M | 0.90% | −1,452−28.6% | Reduced |
| Rede Wealth, LLC | 3,617 | $1.14M | 0.90% | +126+3.6% | Added |
| ORG Partners LLC | 3,618 | $1.14M | 0.21% | +138+4.0% | Added |
| FSA Advisors, Inc. | 3,626 | $1.14M | 0.91% | +642+21.5% | Added |
| Port Capital LLC | 3,627 | $1.14M | 0.05% | −129−3.4% | Reduced |
| Tanager Wealth Management LLP | 3,632 | $1.15M | 0.12% | +181+5.2% | Added |
| William Mack & Associates, Inc. | 3,644 | $1.15M | 0.62% | −148−3.9% | Reduced |
| One Day In July LLC | 3,647 | $1.15M | 0.10% | −307−7.8% | Reduced |
| Howard Wealth Management, LLC | 3,669 | $1.16M | 0.53% | −61−1.6% | Reduced |
| Planning Center, Inc. | 3,678 | $1.16M | 0.12% | +4+0.1% | Added |
| Dougherty Wealth Advisers LLC | 3,684 | $1.16M | 0.75% | −15−0.4% | Reduced |
| Invenio Wealth Partners LLC | 3,685 | $1.16M | 0.42% | −2−0.1% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,751 | $1.16M | 0.42% | +8+0.2% | Added |
| Polar Asset Management Partners Inc. | 3,688 | $1.16M | 0.02% | +3,688 | New |
| Santori & Peters | 3,693 | $1.16M | 0.42% | +9+0.2% | Added |
| Wealthcare Capital Partners, LLC | 3,693 | $1.16M | 0.54% | +38+1.0% | Added |
| Wescott Financial Advisory Group, LLC | 3,700 | $1.17M | 0.10% | +735+24.8% | Added |
| Ecofi Investissements SA | 3,700 | $1.17M | 1.40% | −350−8.6% | Reduced |
| a16z Perennial Management, L.P. | 3,704 | $1.17M | 0.09% | +3,704 | New |
| Permanent Capital Management, LP | 3,710 | $1.17M | 0.22% | +3,710 | New |