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
- 2,123 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 |
|---|---|---|---|---|---|
| Davidson Investment Advisors | 4,093 | $1.29M | 0.05% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 4,097 | $1.29M | 0.34% | 00.0% | Unchanged |
| Carlson Capital L P | 4,100 | $1.29M | 0.73% | +4,100 | New |
| Michael B. Yongue | 4,103 | $1.29M | 0.91% | +181+4.6% | Added |
| Narus Financial Partners, LLC | 4,107 | $1.30M | 0.35% | +44+1.1% | Added |
| Cardinal Strategic Wealth Guidance | 4,115 | $1.30M | 0.35% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 4,117 | $1.30M | 1.28% | −316−7.1% | Reduced |
| Kaydan Wealth Management, Inc. | 4,118 | $1.30M | 0.37% | +14+0.3% | Added |
| Riversedge Advisors, LLC | 4,120 | $1.30M | 0.22% | +970+30.8% | Added |
| Capital Management Associates, Inc | 4,121 | $1.30M | 0.35% | +10.0% | Added |
| Investment Advisory Group, LLC | 4,124 | $1.30M | 0.35% | +12+0.3% | Added |
| Retirement Income Solutions, Inc | 4,131 | $1.30M | 0.22% | +32+0.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,139 | $1.31M | 0.25% | +1,028+33.0% | Added |
| Merrion Investment Management Co, LLC | 4,144 | $1.31M | 0.75% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 4,145 | $1.31M | 0.18% | +2,953+247.7% | Added |
| Woodward Financial Advisors, Inc. | 4,153 | $1.31M | 0.50% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,155 | $1.31M | 0.33% | −225−5.1% | Reduced |
| Goldstein Advisors, LLC | 4,156 | $1.31M | 0.16% | +55+1.3% | Added |
| BCM Advisors, LLC | 4,293 | $1.31M | 0.26% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 4,157 | $1.31M | 0.35% | +574+16.0% | Added |
| GSG Advisors LLC | 4,220 | $1.31M | 0.35% | +20.0% | Added |
| S.A. Mason LLC | 4,158 | $1.31M | 0.58% | 00.0% | Unchanged |
| Landaas & Co | 4,171 | $1.32M | 0.30% | +4+0.1% | Added |
| Single Point Partners, LLC | 4,172 | $1.32M | 0.27% | −631−13.1% | Reduced |
| Sage Private Wealth Group, LLC | 4,183 | $1.32M | 0.73% | −291−6.5% | Reduced |
| GGM Financials LLC | 4,183 | $1.32M | 0.67% | +222+5.6% | Added |
| Lumbard & Kellner, LLC | 4,184 | $1.32M | 0.49% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 4,184 | $1.32M | 0.16% | +85+2.1% | Added |
| Curated Wealth Partners LLC | 4,186 | $1.32M | 0.16% | −363−8.0% | Reduced |
| Bluesphere Advisors, LLC | 4,191 | $1.32M | 0.61% | +38+0.9% | Added |
| Taylor Financial Group, Inc. | 4,192 | $1.32M | 0.76% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,202 | $1.33M | 0.66% | −7−0.2% | Reduced |
| Next Capital Management LLC | 4,205 | $1.33M | 0.44% | −5,439−56.4% | Reduced |
| Fourth Dimension Wealth, LLC | 4,227 | $1.33M | 0.51% | −5−0.1% | Reduced |
| Archetype Wealth Partners | 4,229 | $1.33M | 0.17% | +960+29.4% | Added |
| Alliance Wealth Management Group | 4,238 | $1.34M | 0.30% | −108−2.5% | Reduced |
| Tevis Investment Management | 4,238 | $1.34M | 0.80% | +34+0.8% | Added |
| Cadent Capital Advisors, LLC | 4,249 | $1.34M | 0.36% | +2,393+128.9% | Added |
| Center For Asset Management LLC | 4,249 | $1.34M | 0.72% | −21−0.5% | Reduced |
| New Vernon Investment Management LLC | 4,253 | $1.34M | 1.25% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 4,255 | $1.34M | 0.28% | +10.0% | Added |
| Secure Asset Management, LLC | 4,333 | $1.35M | 0.22% | −981−18.5% | Reduced |
| Towercrest Capital Management | 4,269 | $1.35M | 0.22% | −108−2.5% | Reduced |
| WNY Asset Management, LLC | 4,277 | $1.35M | 0.13% | −618−12.6% | Reduced |
| Willis Johnson & Associates, Inc. | 4,291 | $1.35M | 0.08% | −463−9.7% | Reduced |
| Palo Alto Wealth Advisors, LLC | 4,290 | $1.35M | 0.39% | +180+4.4% | Added |
| Sachetta, LLC | 4,298 | $1.36M | 0.50% | −223−4.9% | Reduced |
| Hassell Wealth Management, LLC | 4,303 | $1.36M | 0.47% | +3+0.1% | Added |
| Twin Focus Capital Partners, LLC | 4,304 | $1.36M | 0.17% | +182+4.4% | Added |
| Virtu Financial LLC | 4,304 | $1.36M | 0.08% | −14,263−76.8% | Reduced |
| Custom Index Systems, LLC | 4,311 | $1.36M | 0.40% | +422+10.9% | Added |
| Vista Capital Partners, Inc. | 4,313 | $1.36M | 0.14% | +281+7.0% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 4,342 | $1.37M | 0.30% | −4,221−49.3% | Reduced |
| Hamilton Wealth, LLC | 4,343 | $1.37M | 0.29% | +6+0.1% | Added |
| Summit Wealth Partners, LLC | 4,345 | $1.37M | 0.25% | +10.0% | Added |
| Hutchinson Capital Management | 4,346 | $1.37M | 0.24% | −510−10.5% | Reduced |
| Ellevest, Inc. | 4,351 | $1.37M | 0.20% | +654+17.7% | Added |
| Clear Street Markets LLC | 4,363 | $1.38M | 0.45% | +2,829+184.4% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 4,365 | $1.38M | 0.11% | −11−0.3% | Reduced |
| Luts & Greenleigh Group, Inc | 4,378 | $1.38M | 1.24% | −35−0.8% | Reduced |
| California First Leasing Corp | 4,380 | $1.38M | 0.51% | 00.0% | Unchanged |
| Lakeshore Capital Group, Inc. | 4,381 | $1.38M | 1.12% | +58+1.3% | Added |
| Fca Corp | 4,381 | $1.38M | 0.38% | −20−0.5% | Reduced |
| Skba Capital Management LLC | 4,387 | $1.38M | 0.19% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 4,400 | $1.39M | 0.12% | +18+0.4% | Added |
| Borer Denton & Associates, Inc. | 4,404 | $1.39M | 0.46% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,406 | $1.39M | 1.26% | −50−1.1% | Reduced |
| 49 Wealth Management, LLC | 4,411 | $1.39M | 0.13% | +35+0.8% | Added |
| Thomas Story & Son LLC | 4,412 | $1.39M | 0.51% | +472+12.0% | Added |
| Second Half Financial Partners, LLC | 4,429 | $1.40M | 0.62% | +164+3.8% | Added |
| TPG Advisors LLC | 4,434 | $1.40M | 0.92% | +3+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 4,438 | $1.40M | 0.07% | +203+4.8% | Added |
| Gemmer Asset Management LLC | 4,476 | $1.41M | 0.11% | −57−1.3% | Reduced |
| First National Corp | 4,556 | $1.42M | 0.27% | +151+3.4% | Added |
| Stance Capital LLC | 4,491 | $1.42M | 0.52% | −4,156−48.1% | Reduced |
| Wayfinding Financial, LLC | 4,495 | $1.42M | 0.61% | −3−0.1% | Reduced |
| Enclave Advisors LLC | 4,508 | $1.42M | 0.22% | −209−4.4% | Reduced |
| Hara Capital LLC | 4,511 | $1.42M | 0.84% | −120−2.6% | Reduced |
| Eagle Harbor Asset Management Inc | 4,511 | $1.42M | 1.24% | +473+11.7% | Added |
| Sykon Capital LLC | 4,512 | $1.42M | 0.47% | +463+11.4% | Added |
| Creative Financial Designs Inc | 4,515 | $1.42M | 0.10% | −381−7.8% | Reduced |
| Silverlake Wealth Management LLC | 4,528 | $1.43M | 0.35% | +251+5.9% | Added |
| Keyvantage Wealth, LLC | 4,529 | $1.43M | 0.60% | −30−0.7% | Reduced |
| Pandora Wealth, Inc. | 4,549 | $1.43M | 0.87% | −564−11.0% | Reduced |
| Peck Wealth Management, LLC | 4,552 | $1.44M | 1.37% | +4,552 | New |
| McDaniel Terry & Co | 4,558 | $1.44M | 0.12% | −1,187−20.7% | Reduced |
| Stephenson National Bank & Trust | 4,563 | $1.44M | 0.44% | −421−8.4% | Reduced |
| Diversified Portfolios, Inc. | 4,570 | $1.44M | 0.13% | +493+12.1% | Added |
| Avalon Trust Co | 4,571 | $1.44M | 0.09% | +608+15.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,587 | $1.45M | 0.03% | +1,427+45.2% | Added |
| Great Oak Capital Partners, LLC | 4,662 | $1.45M | 0.38% | +123+2.7% | Added |
| CWS Financial Advisors, LLC | 4,596 | $1.45M | 0.40% | +10.0% | Added |
| Highland Financial Advisors, LLC | 4,598 | $1.45M | 0.42% | +78+1.7% | Added |
| Full Sail Capital, LLC | 4,604 | $1.45M | 0.08% | +40+0.9% | Added |
| Fairtree Asset Management (Pty) Ltd | 4,609 | $1.45M | 0.95% | +1,316+40.0% | Added |
| Almanack Investment Partners, LLC. | 4,610 | $1.45M | 0.22% | −982−17.6% | Reduced |
| Windsor Advisory Group, LLC | 4,615 | $1.46M | 1.29% | −1,323−22.3% | Reduced |
| Smart Portfolios, LLC | 4,620 | $1.46M | 1.41% | −299−6.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,620 | $1.46M | 0.35% | +1,420+44.4% | Added |
| Whelan Financial | 4,622 | $1.46M | 0.46% | +1,146+33.0% | Added |