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 |
|---|---|---|---|---|---|
| KDT Advisors, LLC | 3,712 | $1.17M | 1.71% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 3,712 | $1.17M | 0.69% | +103+2.9% | Added |
| Deseret Mutual Benefit Administrators | 3,713 | $1.17M | 0.49% | −470−11.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 3,713 | $1.17M | 0.20% | +1,698+84.3% | Added |
| NCP Inc. | 3,719 | $1.17M | 0.87% | +10.0% | Added |
| Compass Ion Advisors, LLC | 3,719 | $1.17M | 0.11% | +195+5.5% | Added |
| Holland Advisory Services, Inc. | 3,723 | $1.17M | 1.61% | +2+0.1% | Added |
| City National Bank of Florida | 3,732 | $1.18M | 0.78% | +281+8.1% | Added |
| Opal Wealth Advisors, LLC | 3,735 | $1.18M | 0.33% | −89−2.3% | Reduced |
| Watershed Private Wealth LLC | 3,741 | $1.18M | 0.37% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 303 | $1.18M | 0.93% | −3,520−92.1% | Reduced |
| Mayfair Advisory Group, LLC | 3,755 | $1.18M | 0.51% | +37+1.0% | Added |
| Galibier Capital Management Ltd. | 3,760 | $1.19M | 0.40% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 3,763 | $1.19M | 0.65% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 3,764 | $1.19M | 1.58% | −39−1.0% | Reduced |
| Per Stirling Capital Management, LLC. | 3,764 | $1.19M | 0.14% | +62+1.7% | Added |
| Harbor Group, Inc. | 3,765 | $1.19M | 0.19% | −226−5.7% | Reduced |
| Victory Financial Group, LLC | 3,768 | $1.19M | 0.16% | −520−12.1% | Reduced |
| Rational Advisors LLC | 3,769 | $1.19M | 0.12% | +111+3.0% | Added |
| Tributary Capital Management, LLC | 3,770 | $1.19M | 0.11% | −205−5.2% | Reduced |
| Flagstone Financial Management | 3,781 | $1.19M | 0.31% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 3,795 | $1.20M | 0.09% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,798 | $1.20M | 0.14% | +477+14.4% | Added |
| Curtis Advisory Group, LLC | 3,800 | $1.20M | 0.27% | 00.0% | Unchanged |
| PSI Advisors, LLC | 3,804 | $1.20M | 0.31% | −280−6.9% | Reduced |
| BLI - Banque de Luxembourg Investments | 3,800 | $1.20M | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3,806 | $1.20M | 0.43% | +144+3.9% | Added |
| Prasad Wealth Partners, LLC | 3,807 | $1.20M | 0.33% | −292−7.1% | Reduced |
| Vawter Financial, Ltd. | 3,808 | $1.20M | 0.55% | +2,877+309.0% | Added |
| CBIZ Investment Advisory Services, LLC | 3,810 | $1.20M | 0.05% | +2,477+185.8% | Added |
| Blue Bell Private Wealth Management, LLC | 3,810 | $1.20M | 0.18% | +163+4.5% | Added |
| Pine Haven Investment Counsel, Inc | 3,816 | $1.20M | 0.87% | −70−1.8% | Reduced |
| QVR LLC | 3,818 | $1.20M | 1.46% | +2,299+151.3% | Added |
| Pacific Point Advisors, LLC | 3,823 | $1.21M | 0.70% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 3,846 | $1.21M | 0.75% | +287+8.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 3,825 | $1.21M | 0.14% | −593−13.4% | Reduced |
| Cultivar Capital, Inc. | 3,832 | $1.21M | 0.81% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 3,835 | $1.21M | 0.21% | +319+9.1% | Added |
| Bravias Capital Group, LLC | 3,836 | $1.21M | 0.81% | −441−10.3% | Reduced |
| Creekmur Asset Management LLC | 3,839 | $1.21M | 0.20% | −1,720−30.9% | Reduced |
| Goldstream Capital Management Ltd | 3,841 | $1.21M | 0.43% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,847 | $1.21M | 0.58% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 3,849 | $1.21M | 0.53% | +2,342+155.4% | Added |
| Affinity Capital Advisors, LLC | 3,948 | $1.21M | 0.19% | −298−7.0% | Reduced |
| USA Financial Portformulas Corp | 3,857 | $1.22M | 0.21% | +3,857 | New |
| EdgeRock Capital LLC | 3,860 | $1.22M | 0.34% | +449+13.2% | Added |
| Hoxton Planning & Management, LLC | 3,868 | $1.22M | 0.39% | −11−0.3% | Reduced |
| Saturna Capital CORP | 3,873 | $1.22M | 0.02% | +1,000+34.8% | Added |
| Kingsman Wealth Management, Inc. | 3,873 | $1.22M | 0.68% | −154−3.8% | Reduced |
| North Capital, Inc. | 3,883 | $1.22M | 0.95% | +206+5.6% | Added |
| Summitry LLC | 3,886 | $1.23M | 0.05% | +857+28.3% | Added |
| Cyr Financial Inc. | 3,889 | $1.23M | 0.84% | +290+8.1% | Added |
| Clark & Stuart, Inc | 3,896 | $1.23M | 0.88% | +207+5.6% | Added |
| Total Investment Management Inc | 3,908 | $1.23M | 0.16% | −10−0.3% | Reduced |
| Fiduciary Financial Group, LLC | 3,909 | $1.23M | 0.19% | −60−1.5% | Reduced |
| Elm Partners Management LLC | 3,910 | $1.23M | 0.06% | +3,910 | New |
| Cascade Financial Partners, LLC | 3,912 | $1.23M | 0.14% | +300+8.3% | Added |
| Warren Street Wealth Advisors, LLC | 3,912 | $1.23M | 0.37% | −5−0.1% | Reduced |
| Wimmer Associates 1, LLC | 3,920 | $1.24M | 0.59% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 3,921 | $1.24M | 0.90% | +226+6.1% | Added |
| Market Street Wealth Management Advisors LLC | 3,922 | $1.24M | 0.20% | +18+0.5% | Added |
| Riverview Trust Co | 3,936 | $1.24M | 1.50% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 3,949 | $1.25M | 0.67% | +37+0.9% | Added |
| Avantra Family Wealth, Inc. | 3,957 | $1.25M | 0.93% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 3,958 | $1.25M | 0.23% | −47−1.2% | Reduced |
| Roberts Glore & Co Inc | 3,962 | $1.25M | 0.34% | −232−5.5% | Reduced |
| NBZ Investment Advisors LLC | 3,962 | $1.25M | 0.65% | −37−0.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,967 | $1.25M | 0.31% | −36−0.9% | Reduced |
| LeConte Wealth Management, LLC | 3,971 | $1.25M | 0.84% | +781+24.5% | Added |
| Shulman DeMeo Asset Management LLC | 3,976 | $1.25M | 0.29% | −20−0.5% | Reduced |
| Tillman Hartley LLC | 3,978 | $1.25M | 0.32% | −31−0.8% | Reduced |
| Ardent Capital Management, Inc. | 3,984 | $1.26M | 0.53% | −2−0.1% | Reduced |
| Fiduciary Wealth Partners, LLC | 3,984 | $1.26M | 0.53% | +2,302+136.9% | Added |
| Sterling Group Wealth Management, LLC | 3,985 | $1.26M | 0.62% | +10.0% | Added |
| Mayport, LLC | 3,990 | $1.26M | 0.27% | +138+3.6% | Added |
| Fedenia Advisers LLC | 3,992 | $1.26M | 0.50% | +1,318+49.3% | Added |
| Parsonex Advisory Services, Inc. | 3,993 | $1.26M | 0.86% | −2−0.1% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 4,000 | $1.26M | 0.02% | −1,000−20.0% | Reduced |
| Wendell David Associates Inc | 4,000 | $1.26M | 0.12% | 00.0% | Unchanged |
| Challenger Wealth Management | 4,001 | $1.26M | 0.99% | −453−10.2% | Reduced |
| Advance Capital Management, Inc. | 4,003 | $1.26M | 0.05% | +199+5.2% | Added |
| Hollow Brook Wealth Management LLC | 4,003 | $1.26M | 0.30% | +1,411+54.4% | Added |
| M3 Advisory Group, LLC | 4,020 | $1.27M | 0.79% | +40+1.0% | Added |
| Flagship Wealth Advisors, LLC | 4,023 | $1.27M | 0.42% | +386+10.6% | Added |
| Doheny Asset Management | 4,024 | $1.27M | 0.81% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 4,025 | $1.27M | 0.85% | −15−0.4% | Reduced |
| Emerald Advisors, LLC | 4,031 | $1.27M | 0.17% | +118+3.0% | Added |
| Consilio Wealth Advisors, LLC | 4,046 | $1.28M | 0.42% | +105+2.7% | Added |
| Garrett Wealth Advisory Group, LLC | 4,047 | $1.28M | 0.25% | +3+0.1% | Added |
| Tripletail Wealth Management, LLC | 4,127 | $1.28M | 1.51% | +396+10.6% | Added |
| D.B. Root & Company, LLC | 4,055 | $1.28M | 0.32% | −211−4.9% | Reduced |
| Tikehau Investment Management | 4,070 | $1.28M | 1.88% | 00.0% | Unchanged |
| TSFG, LLC | 4,070 | $1.28M | 0.20% | +106+2.7% | Added |
| Elite Wealth Management, Inc. | 4,075 | $1.29M | 0.33% | +3,302+427.2% | Added |
| Probity Advisors, Inc. | 4,079 | $1.29M | 0.21% | −371−8.3% | Reduced |
| CM Wealth Advisors LLC | 4,083 | $1.29M | 0.34% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4,084 | $1.29M | 0.23% | −150−3.5% | Reduced |
| MFA Wealth Services | 4,085 | $1.29M | 0.89% | +42+1.0% | Added |
| Balance Wealth, LLC | 4,088 | $1.29M | 0.32% | +182+4.7% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,092 | $1.29M | 0.83% | −125−3.0% | Reduced |