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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Lionsbridge Wealth Management LLC | 5,210 | $1.64M | 1.62% | +75+1.5% | Added |
| Stevens Capital Management LP | 5,212 | $1.64M | 0.22% | −984−15.9% | Reduced |
| Fairvoy Private Wealth, LLC | 5,222 | $1.65M | 0.38% | −167−3.1% | Reduced |
| Keebeck Wealth Management, LLC | 5,226 | $1.65M | 0.19% | +392+8.1% | Added |
| A4 Wealth Advisors LLC | 5,228 | $1.65M | 1.39% | +5,228 | New |
| Richardson Financial Services Inc. | 5,230 | $1.65M | 1.02% | +170+3.4% | Added |
| McAdam, LLC | 5,233 | $1.65M | 0.08% | +240+4.8% | Added |
| Horizon Wealth Management, LLC | 5,238 | $1.65M | 0.24% | −4−0.1% | Reduced |
| Rainier Family Wealth Inc | 5,242 | $1.65M | 1.47% | −520−9.0% | Reduced |
| Ami Asset Management Corp | 5,261 | $1.66M | 0.09% | −28−0.5% | Reduced |
| Portland Global Advisors LLC | 5,262 | $1.66M | 0.19% | +61+1.2% | Added |
| Hofer & Associates. Inc | 5,263 | $1.66M | 0.95% | +28+0.5% | Added |
| KilterHowling LLC | 5,268 | $1.66M | 0.93% | +53+1.0% | Added |
| Sulzberger Capital Advisors, Inc. | 5,272 | $1.66M | 1.85% | −500−8.7% | Reduced |
| Fortress Private Ledger, LLC | 5,273 | $1.66M | 0.61% | +50+1.0% | Added |
| Latitude Advisors, LLC | 5,279 | $1.67M | 0.76% | +131+2.5% | Added |
| Centerpoint Advisors, LLC | 5,283 | $1.67M | 0.52% | +105+2.0% | Added |
| BCJ Capital Management, LLC | 5,286 | $1.67M | 0.10% | +395+8.1% | Added |
| Up Strategic Wealth Investment Advisors LLC | 5,459 | $1.67M | 1.25% | −175−3.1% | Reduced |
| Councilmark Asset Management, LLC | 5,293 | $1.67M | 0.96% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,303 | $1.67M | 0.30% | +264+5.2% | Added |
| Kennedy Investment Group | 5,305 | $1.67M | 0.67% | −6−0.1% | Reduced |
| Ewa, LLC | 5,307 | $1.67M | 0.46% | +178+3.5% | Added |
| Philip James Wealth Mangement, LLC | 5,309 | $1.67M | 0.20% | −388−6.8% | Reduced |
| Costello Asset Management, INC | 5,313 | $1.68M | 0.56% | −22−0.4% | Reduced |
| Old Point Trust & Financial Services N A | 5,317 | $1.68M | 0.54% | +840+18.8% | Added |
| Clarus Group, Inc. | 5,324 | $1.68M | 0.58% | −182−3.3% | Reduced |
| Abel Hall, LLC | 5,331 | $1.68M | 0.68% | −104−1.9% | Reduced |
| Clifford Group, LLC | 5,353 | $1.69M | 1.32% | −159−2.9% | Reduced |
| Gerber, LLC | 5,354 | $1.69M | 1.06% | +4+0.1% | Added |
| Requisite Capital Management, LLC | 5,355 | $1.69M | 0.28% | +922+20.8% | Added |
| Proathlete Wealth Management LLC | 5,358 | $1.69M | 0.49% | +17+0.3% | Added |
| New World Advisors LLC | 5,360 | $1.69M | 0.31% | +919+20.7% | Added |
| Garden State Investment Advisory Services LLC | 5,356 | $1.69M | 0.43% | +12+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 5,372 | $1.69M | 0.01% | −13,102−70.9% | Reduced |
| Legal Advantage Investments, Inc. | 5,378 | $1.70M | 0.76% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,379 | $1.70M | 1.17% | −119−2.2% | Reduced |
| Oldfather Financial Services, LLC | 5,384 | $1.70M | 0.53% | +35+0.7% | Added |
| LWM Advisory Services, LLC | 5,405 | $1.70M | 0.99% | +136+2.6% | Added |
| Rogco, LP | 5,400 | $1.70M | 0.60% | −661−10.9% | Reduced |
| waypoint wealth counsel | 5,405 | $1.70M | 0.67% | −764−12.4% | Reduced |
| Grant Street Asset Management, Inc. | 5,410 | $1.71M | 0.36% | +55+1.0% | Added |
| Cravens & Co Advisors, LLC | 5,414 | $1.71M | 1.17% | −17−0.3% | Reduced |
| Future Fund LLC | 5,421 | $1.71M | 0.60% | +1,085+25.0% | Added |
| Jacobsen Capital Management | 5,440 | $1.72M | 0.58% | +128+2.4% | Added |
| Sage Investment Counsel LLC | 5,442 | $1.72M | 1.90% | −10−0.2% | Reduced |
| Heck Capital Advisors, LLC | 5,443 | $1.72M | 0.13% | −617−10.2% | Reduced |
| AJ Advisors, LLC | 5,447 | $1.72M | 0.70% | −854−13.6% | Reduced |
| Eagle Strategies LLC | 5,449 | $1.72M | 0.23% | +24+0.4% | Added |
| Spartan Planning & Wealth Management | 5,464 | $1.72M | 1.35% | +8+0.1% | Added |
| Virtue Asset Management LLC | 5,471 | $1.73M | 1.42% | +5,471 | New |
| Cooke & Bieler LP | 5,475 | $1.73M | 0.02% | −166,836−96.8% | Reduced |
| Hutchinson Financial Advisors, INC | 5,478 | $1.73M | 1.70% | +127+2.4% | Added |
| PKS Advisory Services, LLC | 5,478 | $1.73M | 0.41% | +113+2.1% | Added |
| Burt Wealth Advisors | 5,487 | $1.73M | 0.42% | −64−1.2% | Reduced |
| Baring Financial LLC | 5,490 | $1.73M | 1.18% | −24−0.4% | Reduced |
| BOCHK Asset Management Ltd | 5,500 | $1.73M | 0.46% | +2,500+83.3% | Added |
| Private Wealth Advisors | 5,509 | $1.74M | 0.65% | −10−0.2% | Reduced |
| Financial Consulate, Inc | 5,511 | $1.74M | 0.25% | +5,511 | New |
| Rossby Financial, LCC | 5,599 | $1.74M | 0.58% | +704+14.4% | Added |
| Northstar Group, Inc. | 5,520 | $1.74M | 0.25% | −18−0.3% | Reduced |
| Cardiff Park Advisors, LLC | 5,539 | $1.75M | 0.13% | +26+0.5% | Added |
| Manske Wealth Management | 5,546 | $1.75M | 0.54% | −28−0.5% | Reduced |
| Summit Wealth Group LLC | 12,069 | $1.75M | 0.24% | +9,243+327.1% | Added |
| Syverson Strege & Co | 5,550 | $1.75M | 0.42% | −751−11.9% | Reduced |
| Yoffe Investment Management, LLC | 5,560 | $1.75M | 2.28% | +5+0.1% | Added |
| O'Neil Global Advisors, Inc. | 5,566 | $1.76M | 0.32% | +82+1.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,570 | $1.76M | 0.93% | −280−4.8% | Reduced |
| Financial Council Asset Management Inc | 5,571 | $1.76M | 0.78% | +15+0.3% | Added |
| Hall Laurie J Trustee | 5,575 | $1.76M | 0.57% | −90−1.6% | Reduced |
| Old North State Trust, LLC | 5,581 | $1.76M | 1.07% | +1,066+23.6% | Added |
| Silver Grove Financial Group, Inc. | 5,581 | $1.76M | 1.67% | +5,581 | New |
| Gibbs Wealth Management | 5,589 | $1.76M | 0.40% | −1,848−24.8% | Reduced |
| Wilkins Miller Wealth Management, LLC | 5,596 | $1.77M | 1.09% | +30+0.5% | Added |
| Silvia McColl Wealth Management, LLC | 5,597 | $1.77M | 1.20% | −11−0.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,612 | $1.77M | 0.71% | −466−7.7% | Reduced |
| M.E. Allison & Co., Inc. | 5,619 | $1.77M | 1.23% | −461−7.6% | Reduced |
| Texas Capital Bancshares Inc | 5,622 | $1.77M | 0.70% | −2,937−34.3% | Reduced |
| Legacy Financial Strategies, LLC | 5,623 | $1.77M | 0.32% | +207+3.8% | Added |
| Oliver Luxxe Assets LLC | 5,626 | $1.77M | 0.28% | +76+1.4% | Added |
| Sendero Wealth Management, LLC | 5,634 | $1.78M | 0.21% | −25−0.4% | Reduced |
| Unified Investment Management | 5,635 | $1.78M | 1.77% | −113−2.0% | Reduced |
| Brave Warrior Advisors, LLC | 5,643 | $1.78M | 0.04% | 00.0% | Unchanged |
| Manchester Financial Inc | 5,649 | $1.78M | 0.36% | +947+20.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 5,652 | $1.78M | 0.46% | −10.0% | Reduced |
| Fidelity D & D Bancorp Inc | 5,659 | $1.79M | 0.98% | −121−2.1% | Reduced |
| Rosenberg Matthew Hamilton | 5,662 | $1.79M | 0.39% | −52−0.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 5,670 | $1.79M | 0.94% | +150+2.7% | Added |
| BayBridge Capital Group, LLC | 5,672 | $1.79M | 1.14% | −660−10.4% | Reduced |
| Lord & Richards Wealth Management, LLC | 5,676 | $1.79M | 1.64% | +361+6.8% | Added |
| RMR Capital Management, LLC | 5,677 | $1.79M | 1.25% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,681 | $1.79M | 0.48% | +10.0% | Added |
| Colton Groome Financial Advisors, LLC | 5,686 | $1.79M | 0.55% | +83+1.5% | Added |
| May Hill Capital, LLC | 5,688 | $1.79M | 0.53% | +158+2.9% | Added |
| Petros Family Wealth, LLC | 5,696 | $1.80M | 1.50% | −76−1.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,705 | $1.80M | 0.00% | −99−1.7% | Reduced |
| PUREfi Wealth, LLC | 5,708 | $1.80M | 1.39% | +236+4.3% | Added |
| Barings LLC | 5,713 | $1.80M | 0.03% | +70+1.2% | Added |
| First National Bank | 5,732 | $1.81M | 0.96% | +240+4.4% | Added |
| Roehl & Yi Investment Advisors, LLC | 5,749 | $1.81M | 0.79% | −1,637−22.2% | Reduced |