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 |
|---|---|---|---|---|---|
| STAR Financial Bank | 5,763 | $1.82M | 1.08% | +397+7.4% | Added |
| Kercheville Advisors, LLC | 5,765 | $1.82M | 0.55% | −3,300−36.4% | Reduced |
| Carrera Capital Advisors | 5,769 | $1.82M | 0.33% | +121+2.1% | Added |
| Cascade Investment Group, Inc. | 5,776 | $1.82M | 1.21% | −11−0.2% | Reduced |
| Moller Financial Services | 5,793 | $1.83M | 0.38% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 5,878 | $1.83M | 1.07% | −1,495−20.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 5,798 | $1.83M | 0.42% | +23+0.4% | Added |
| Capital Investment Counsel, Inc | 5,798 | $1.83M | 0.22% | −35−0.6% | Reduced |
| Capstone Triton Financial Group, LLC | 5,799 | $1.83M | 1.23% | +178+3.2% | Added |
| Fairview Capital Investment Management, LLC | 5,814 | $1.83M | 0.09% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 5,821 | $1.84M | 0.30% | +743+14.6% | Added |
| CORDA Investment Management, LLC. | 5,837 | $1.84M | 0.13% | −206−3.4% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,850 | $1.85M | 0.53% | +80+1.4% | Added |
| Barden Capital Management, Inc. | 5,851 | $1.85M | 1.53% | +5,851 | New |
| Newbridge Financial Services Group, Inc. | 5,856 | $1.85M | 0.28% | −3,467−37.2% | Reduced |
| WJ Financial Advisors LLC | 5,857 | $1.85M | 1.79% | +5,857 | New |
| PBMares Wealth Management LLC | 5,861 | $1.85M | 0.30% | +10.0% | Added |
| Tennessee Valley Asset Management Partners | 5,864 | $1.85M | 0.25% | +5,864 | New |
| Gould Asset Management LLC | 5,888 | $1.86M | 0.34% | +187+3.3% | Added |
| Aspire Private Capital, LLC | 5,901 | $1.86M | 0.41% | +116+2.0% | Added |
| Hurley Capital, LLC | 5,903 | $1.86M | 1.05% | −33−0.6% | Reduced |
| Investment Partners Asset Management, Inc. | 5,917 | $1.87M | 1.23% | −92−1.5% | Reduced |
| Greatmark Investment Partners, Inc. | 5,917 | $1.87M | 0.22% | −25−0.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,920 | $1.87M | 0.43% | +41+0.7% | Added |
| Lion Street Advisors, LLC | 10,991 | $1.87M | 0.65% | +3,035+38.1% | Added |
| Delta Global Management LP | 5,920 | $1.87M | 0.14% | +5,920 | New |
| Sepio Capital, LP | 5,932 | $1.87M | 0.11% | +3,877+188.7% | Added |
| Alpha Family Trust | 5,950 | $1.88M | 0.88% | 00.0% | Unchanged |
| Verum Partners LLC | 5,962 | $1.88M | 0.40% | −468−7.3% | Reduced |
| Seamount Financial Group Inc | 5,966 | $1.88M | 0.89% | −156−2.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,968 | $1.88M | 0.41% | −292−4.7% | Reduced |
| Crumly & Associates Inc. | 5,970 | $1.88M | 0.41% | −70−1.2% | Reduced |
| Olistico Wealth, LLC | 5,972 | $1.88M | 1.00% | −15−0.3% | Reduced |
| Investment Research Partners LLC | 6,175 | $1.89M | 0.85% | +6,175 | New |
| Financial Partners Group, Inc | 5,989 | $1.89M | 0.24% | +471+8.5% | Added |
| Facet Wealth, Inc. | 5,998 | $1.89M | 0.04% | +938+18.5% | Added |
| Hennessy Advisors Inc | 6,000 | $1.89M | 0.07% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 6,005 | $1.89M | 0.60% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 6,012 | $1.90M | 1.04% | +525+9.6% | Added |
| Donald L. Hagan, LLC | 6,017 | $1.90M | 0.93% | −172−2.8% | Reduced |
| Lodestar Private Asset Management LLC | 6,018 | $1.90M | 0.20% | +529+9.6% | Added |
| New Millennium Group LLC | 6,032 | $1.90M | 0.87% | +1,085+21.9% | Added |
| Sandbox Financial Partners, LLC | 6,053 | $1.91M | 0.55% | +59+1.0% | Added |
| Marshall Financial Group LLC | 6,055 | $1.91M | 0.37% | −244−3.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,061 | $1.91M | 0.60% | −286−4.5% | Reduced |
| Bay Rivers Group | 6,068 | $1.91M | 0.81% | −65−1.1% | Reduced |
| Nadler Financial Group, Inc. | 6,072 | $1.92M | 0.18% | +276+4.8% | Added |
| Systematic Financial Management LP | 6,075 | $1.92M | 0.05% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,076 | $1.92M | 0.48% | −4,831−44.3% | Reduced |
| HMV Wealth Advisors, LLC | 6,080 | $1.92M | 1.05% | −175−2.8% | Reduced |
| Ashton Thomas Securities, LLC | 6,083 | $1.92M | 0.27% | +1,632+36.7% | Added |
| Fjell Capital, LLC | 6,099 | $1.92M | 1.69% | +96+1.6% | Added |
| Sentry LLC | 6,101 | $1.92M | 0.48% | 00.0% | Unchanged |
| Berman McAleer LLC | 6,104 | $1.93M | 0.27% | +6,104 | New |
| Montis Financial, LLC | 6,108 | $1.93M | 0.44% | +2,875+88.9% | Added |
| GWN Securities Inc. | 6,061 | $1.93M | 0.45% | −4,697−43.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 6,115 | $1.93M | 1.12% | −620−9.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 6,115 | $1.93M | 1.06% | +275+4.7% | Added |
| MinichMacGregor Wealth Management, LLC | 6,116 | $1.93M | 0.38% | +761+14.2% | Added |
| Howard Financial Services, Ltd. | 6,138 | $1.94M | 0.24% | +74+1.2% | Added |
| Navis Wealth Advisors, LLC | 6,143 | $1.94M | 1.46% | +1,537+33.4% | Added |
| Seeds Investor LLC | 6,145 | $1.94M | 0.41% | +1,001+19.5% | Added |
| Virtus Investment Advisers, Inc. | 6,145 | $1.94M | 0.55% | +454+8.0% | Added |
| Advisory Research Inc | 6,147 | $1.94M | 0.25% | −725−10.6% | Reduced |
| McNaughton Wealth Management, LLC | 6,150 | $1.94M | 0.82% | −155−2.5% | Reduced |
| Sunburst Financial Group, LLC | 6,153 | $1.94M | 0.41% | +123+2.0% | Added |
| Granite Harbor Advisors, Inc. | 6,159 | $1.94M | 0.82% | +180+3.0% | Added |
| Boothbay Fund Management, LLC | 6,163 | $1.94M | 0.05% | +1,065+20.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,178 | $1.95M | 0.11% | +556+9.9% | Added |
| Patriot Investment Management Inc. | 6,183 | $1.95M | 0.13% | −14−0.2% | Reduced |
| St. Clair Advisors, LLC | 6,191 | $1.95M | 0.52% | +31+0.5% | Added |
| Crew Capital Management, Ltd. | 6,197 | $1.95M | 1.31% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 6,223 | $1.96M | 0.33% | +208+3.5% | Added |
| D'Orazio & Associates, Inc. | 6,252 | $1.97M | 0.26% | +105+1.7% | Added |
| Quantum Financial Advisors, LLC | 6,253 | $1.97M | 0.24% | 00.0% | Unchanged |
| GenTrust, LLC | 6,254 | $1.97M | 0.09% | −940−13.1% | Reduced |
| Elevated Capital Advisors, LLC | 6,257 | $1.97M | 0.49% | +776+14.2% | Added |
| Davis Investment Partners, LLC | 6,358 | $1.98M | 0.67% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 6,273 | $1.98M | 0.18% | −37−0.6% | Reduced |
| Activest Wealth Management | 6,277 | $1.98M | 0.40% | +1,256+25.0% | Added |
| Richard W. Paul & Associates, LLC | 6,293 | $1.98M | 0.68% | −145−2.3% | Reduced |
| Ameriflex Group, Inc. | 6,306 | $1.99M | 0.75% | +686+12.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 6,309 | $1.99M | 0.67% | −155−2.4% | Reduced |
| Powers Advisory Group, LLC | 6,310 | $1.99M | 0.79% | +64+1.0% | Added |
| LeClair Wealth Partners LLC | 6,311 | $1.99M | 1.24% | −1,179−15.7% | Reduced |
| Tang Capital Management LLC | 6,312 | $1.99M | 0.08% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 6,318 | $1.99M | 0.54% | +941+17.5% | Added |
| Evernest Financial Advisors, LLC | 6,321 | $1.99M | 0.56% | +38+0.6% | Added |
| LRT Capital Management, LLC | 6,326 | $2.00M | 1.32% | +6,326 | New |
| Baron Wealth Management LLC | 6,326 | $2.00M | 0.66% | +172+2.8% | Added |
| Frazier Financial Advisors, LLC | 6,331 | $2.00M | 1.23% | −83−1.3% | Reduced |
| Keynote Financial Services LLC | 6,339 | $2.00M | 1.21% | −20−0.3% | Reduced |
| Wiser Advisor Group LLC | 6,367 | $2.01M | 2.50% | +175+2.8% | Added |
| Westerkirk Capital Inc. | 6,371 | $2.01M | 0.23% | 00.0% | Unchanged |
| Trust Co of the South | 6,372 | $2.01M | 0.33% | +140+2.2% | Added |
| Birchcreek Wealth Management, LLC | 6,381 | $2.01M | 1.04% | −420−6.2% | Reduced |
| Birmingham Capital Management Co Inc | 6,385 | $2.01M | 0.93% | −1,350−17.5% | Reduced |
| AllSquare Wealth Management LLC | 6,391 | $2.02M | 1.06% | −25−0.4% | Reduced |
| Symphony Financial Services, Inc. | 6,405 | $2.02M | 1.09% | −35−0.5% | Reduced |
| Sunflower Bank, N.A. | 6,423 | $2.03M | 0.49% | −197−3.0% | Reduced |