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 |
|---|---|---|---|---|---|
| MBE Wealth Management, LLC | 4,628 | $1.46M | 0.63% | +990+27.2% | Added |
| Matisse Capital | 4,631 | $1.46M | 0.66% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,632 | $1.46M | 1.04% | −30−0.6% | Reduced |
| Aspen Capital Management, LLC | 4,646 | $1.47M | 0.37% | +330+7.6% | Added |
| Wealthstream Advisors, Inc. | 4,658 | $1.47M | 0.22% | +233+5.3% | Added |
| Darden Wealth Group Inc | 4,657 | $1.47M | 0.77% | −13−0.3% | Reduced |
| RVW Wealth, LLC | 4,663 | $1.47M | 0.11% | −52−1.1% | Reduced |
| Kingdom Financial Group LLC. | 4,664 | $1.47M | 0.90% | +2,510+116.5% | Added |
| Grove Street Fiduciary, LLC | 4,673 | $1.47M | 0.70% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,680 | $1.48M | 0.10% | −22,786−83.0% | Reduced |
| Longfellow Investment Management Co LLC | 4,686 | $1.48M | 0.35% | −93−1.9% | Reduced |
| Francis Financial, Inc. | 3,358 | $1.48M | 0.26% | +424+14.5% | Added |
| Evanson Asset Management, LLC | 4,690 | $1.48M | 0.09% | −971−17.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,695 | $1.48M | 0.28% | −7−0.1% | Reduced |
| Fiduciary Planning LLC | 4,713 | $1.49M | 0.45% | +6+0.1% | Added |
| Wagner Wealth Management, LLC | 4,715 | $1.49M | 0.35% | −11−0.2% | Reduced |
| TrueWealth Advisors, LLC | 4,716 | $1.49M | 0.40% | −153−3.1% | Reduced |
| BWM Planning, LLC | 4,749 | $1.50M | 0.45% | +135+2.9% | Added |
| Mainsail Financial Group, LLC | 4,749 | $1.50M | 0.64% | +181+4.0% | Added |
| Tectonic Advisors LLC | 4,762 | $1.50M | 0.08% | −625−11.6% | Reduced |
| Dempze Nancy E | 4,768 | $1.50M | 0.83% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 4,774 | $1.51M | 0.24% | +504+11.8% | Added |
| Morris Retirement Advisors, LLC | 4,779 | $1.51M | 0.66% | −47−1.0% | Reduced |
| Pasadena Private Wealth, LLC | 4,783 | $1.51M | 0.22% | −41−0.8% | Reduced |
| Helen Stephens Group, LLC | 4,785 | $1.51M | 0.34% | −16−0.3% | Reduced |
| Red Wave Investments LLC | 4,786 | $1.51M | 0.46% | −14−0.3% | Reduced |
| Spectrum Strategic Capital Management, LLC | 4,789 | $1.51M | 0.90% | −88−1.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,799 | $1.51M | 0.61% | +91+1.9% | Added |
| Ipsen Advisor Group LLC | 4,802 | $1.51M | 1.09% | −198−4.0% | Reduced |
| Leo Wealth, LLC | 4,803 | $1.52M | 0.20% | −4,950−50.8% | Reduced |
| Mattern Capital Management, LLC | 4,819 | $1.52M | 0.18% | +350+7.8% | Added |
| Centennial Bank | 4,824 | $1.52M | 0.60% | −4,354−47.4% | Reduced |
| Matauro, LLC | 4,824 | $1.52M | 0.24% | +2,596+116.5% | Added |
| Paladin Wealth, LLC | 4,835 | $1.53M | 1.11% | −175−3.5% | Reduced |
| Severin Investments, LLC | 4,849 | $1.53M | 1.36% | −401−7.6% | Reduced |
| GatePass Capital, LLC | 4,849 | $1.53M | 0.88% | +8+0.2% | Added |
| Philo Smith Capital Corp | 4,850 | $1.53M | 0.43% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 4,853 | $1.53M | 0.48% | −44−0.9% | Reduced |
| Armstrong Advisory Group, Inc | 4,865 | $1.53M | 0.11% | +58+1.2% | Added |
| Crown Wealth Group, LLC | 4,872 | $1.54M | 0.46% | +547+12.6% | Added |
| Maxele Advisors, LLC | 4,874 | $1.54M | 1.33% | +10.0% | Added |
| Blalock Williams, LLC | 4,886 | $1.54M | 1.35% | +209+4.5% | Added |
| Shelton Wealth Management, LLC | 4,888 | $1.54M | 0.72% | −12−0.2% | Reduced |
| PFW Advisors LLC | 4,888 | $1.54M | 0.46% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 4,891 | $1.54M | 0.46% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 4,898 | $1.54M | 0.36% | +56+1.2% | Added |
| Liberty Wealth Management LLC | 4,899 | $1.55M | 0.22% | −31−0.6% | Reduced |
| Cambridge Advisors Inc. | 4,926 | $1.55M | 0.30% | −100−2.0% | Reduced |
| Insight Advisors, LLC | 4,924 | $1.55M | 0.24% | −75−1.5% | Reduced |
| Willner & Heller, LLC | 4,937 | $1.56M | 1.20% | −49−1.0% | Reduced |
| McDonough Capital Management, Inc | 4,941 | $1.56M | 0.78% | +111+2.3% | Added |
| Portus Wealth Advisors, LLC | 4,941 | $1.56M | 1.55% | +4,941 | New |
| Benson Investment Management Company, Inc. | 4,950 | $1.56M | 0.53% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4,952 | $1.56M | 0.58% | +363+7.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 4,958 | $1.56M | 0.16% | +348+7.5% | Added |
| Mfg Wealth Management, Inc. | 4,967 | $1.57M | 1.18% | −1,033−17.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,971 | $1.57M | 0.36% | 00.0% | Unchanged |
| McHugh Group, LLC | 4,975 | $1.57M | 0.94% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,991 | $1.57M | 0.77% | +52+1.1% | Added |
| FNY Investment Advisers, LLC | 5,000 | $1.58M | 0.51% | −1,750−25.9% | Reduced |
| Bayview Asset Management, LLC | 5,000 | $1.58M | 1.21% | −4,000−44.4% | Reduced |
| Holowesko Partners Ltd. | 5,000 | $1.58M | 0.58% | 00.0% | Unchanged |
| JBF Capital, Inc. | 5,000 | $1.58M | 0.22% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,001 | $1.58M | 0.46% | +21+0.4% | Added |
| Delphi Management Inc | 5,009 | $1.58M | 1.47% | −417−7.7% | Reduced |
| Bulltick Wealth Management, LLC | 5,011 | $1.58M | 0.37% | −2,373−32.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 5,020 | $1.58M | 0.49% | +1,131+29.1% | Added |
| Beaumont Asset Management, L.L.C. | 5,028 | $1.59M | 0.80% | +4+0.1% | Added |
| All Terrain Financial Advisors, LLC | 5,030 | $1.59M | 0.51% | −506−9.1% | Reduced |
| Round Rock Advisors, LLC | 5,030 | $1.59M | 0.25% | +17+0.3% | Added |
| Garde Capital, Inc. | 5,035 | $1.59M | 0.08% | +43+0.9% | Added |
| Smith Thornton Advisors LLC | 5,036 | $1.59M | 0.83% | +126+2.6% | Added |
| Great Point Wealth Advisors, LLC | 5,037 | $1.59M | 0.30% | +5,037 | New |
| Viawealth, LLC | 5,038 | $1.59M | 0.87% | −52−1.0% | Reduced |
| Womack Financial LLC | 5,042 | $1.59M | 1.21% | −592−10.5% | Reduced |
| Elgethun Capital Management | 5,098 | $1.59M | 0.29% | +196+4.0% | Added |
| Park Capital Management, LLC | 5,058 | $1.60M | 1.28% | −133−2.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,056 | $1.60M | 0.38% | +3,029+149.4% | Added |
| Weinberger Asset Management, Inc | 5,086 | $1.60M | 0.58% | +22+0.4% | Added |
| State of Wyoming | 5,091 | $1.61M | 0.18% | −149−2.8% | Reduced |
| Cross Staff Investments Inc | 5,099 | $1.61M | 1.12% | −80−1.5% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,100 | $1.61M | 0.06% | −900−15.0% | Reduced |
| Sterneck Capital Management, LLC | 5,109 | $1.61M | 0.75% | −28−0.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 5,111 | $1.61M | 0.49% | −4−0.1% | Reduced |
| Heritage Investment Group, Inc. | 5,112 | $1.61M | 0.26% | +240+4.9% | Added |
| Wallington Asset Management, LLC | 5,129 | $1.62M | 0.21% | +142+2.8% | Added |
| New Covenant Trust Company, N.A. | 5,130 | $1.62M | 1.51% | −819−13.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,130 | $1.62M | 0.91% | −31−0.6% | Reduced |
| Black Swift Group, LLC | 5,140 | $1.62M | 0.29% | −600−10.5% | Reduced |
| Uniting Wealth Partners, LLC | 5,144 | $1.62M | 0.38% | +1,854+56.4% | Added |
| Canandaigua National Trust Co of Florida | 5,149 | $1.62M | 1.29% | −114−2.2% | Reduced |
| Spinnaker Investment Group, LLC | 5,149 | $1.62M | 0.31% | +242+4.9% | Added |
| DMG Group, LLC | 5,153 | $1.63M | 1.12% | −13−0.3% | Reduced |
| LS Investment Advisors, LLC | 5,156 | $1.63M | 0.23% | −10,404−66.9% | Reduced |
| Guardian Asset Advisors, LLC | 5,149 | $1.63M | 0.88% | +6+0.1% | Added |
| Madison Wealth Partners, Inc | 5,175 | $1.63M | 0.32% | −97−1.8% | Reduced |
| Dogwood Wealth Management LLC | 5,178 | $1.63M | 0.74% | −849−14.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,190 | $1.64M | 0.42% | −634−10.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 5,195 | $1.64M | 0.28% | −31−0.6% | Reduced |
| Salomon & Ludwin, LLC | 5,289 | $1.64M | 0.15% | +384+7.8% | Added |