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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; 5,156 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
2,124 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.

Institutional holdersQ3 2025: 4,765 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ3 2025: $618.0B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2025.

Institutions holding JPM in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
West Financial Advisors, LLC566$178.5K0.03%00.0%Unchanged
Copia Wealth Management568$179.2K0.13%+227+66.6%Added
Acima Private Wealth, LLC569$179.5K0.06%00.0%Unchanged
Sherman Asset Management, Inc.570$179.8K0.16%00.0%Unchanged
Tobam573$181.0K0.07%00.0%Unchanged
Financial Network Wealth Advisors LLC574$181.1K0.20%−17−2.9%Reduced
Standard Family Office LLC576$181.7K0.20%00.0%Unchanged
Sarver Vrooman Wealth Advisors580$182.9K0.12%00.0%Unchanged
Meeder Asset Management Inc583$183.9K0.01%−1,138−66.1%Reduced
Howard Hughes Medical Institute591$186.4K0.11%−14−2.3%Reduced
Stelac Advisory Services LLC593$187.1K0.06%−1,454−71.0%Reduced
Vinland Capital Management Gestora de Recursos LTDA.597$188.3K2.43%+597New
Basso Capital Management, L.P.604$190.5K0.13%−50−7.6%Reduced
Signature Resources Capital Management, LLC613$193.4K0.11%−18−2.9%Reduced
DecisionPoint Financial, LLC634$197.0K0.05%00.0%Unchanged
Bay Harbor Wealth Management, LLC626$197.5K0.05%−88−12.3%Reduced
Mendota Financial Group, LLC631$199.0K0.15%00.0%Unchanged
Marquette Asset Management, LLC634$200.0K0.03%+234+58.5%Added
Financial Futures Ltd Liability Co.635$200.3K0.10%+635New
Torrey Growth & Income Advisors638$201.2K0.06%+638New
Wealth Advisors of Tampa Bay, LLC640$201.9K0.07%+640New
Evolution Advisers, Inc.651$202.0K0.09%00.0%Unchanged
Collar Capital Management, LLC641$202.2K0.14%+641New
Welch Capital Partners LLC642$203.0K0.04%+642New
Runnymede Capital Advisors, Inc.644$203.1K0.17%+644New
Manuka Financial, LLC648$204.3K0.13%+648New
Trinity Wealth Management, LLC648$204.4K0.08%+648New
Meredith Wealth Planning648$204.4K0.06%+648New
Continental Investors Services, Inc.688$204.8K0.30%+688New
Sound Stewardship, LLC655$206.6K0.10%+655New
Corbyn Investment Management Inc655$206.6K0.06%+655New
Creative Capital Management Investments LLC656$206.9K0.07%+47+7.7%Added
Mason & Associates, LLC715$207.3K0.05%00.0%Unchanged
Beacon Financial Planning, Inc658$207.4K0.11%+658New
Penney Financial, LLC658$207.6K0.09%−40−5.7%Reduced
Clarendon Private LLC658$207.6K0.19%+658New
Penbrook Management LLC660$208.2K0.15%+660New
Somerset Group LLC661$208.5K0.17%+661New
Valley Forge Investment Consultants Inc Adv661$208.6K0.06%−503−43.2%Reduced
CV Advisors LLC663$209.1K0.06%+663New
Kaufman Rossin Wealth, LLC665$209.8K0.11%−323−32.7%Reduced
Carderock Capital Management Inc668$210.7K0.05%+68+11.3%Added
Strategic Financial Partners, Ltd.668$210.9K0.10%+668New
Guardian Wealth Management, Inc.671$211.5K0.12%+671New
Generation Capital Management LLC671$211.7K0.15%+671New
Tepp RIA, LLC672$212.0K0.24%+672New
Brio Consultants, LLC673$212.4K0.03%+673New
Greenhouse Wealth Management, LLC675$212.9K0.13%+675New
BetterWealth, LLC675$212.9K0.05%+675New
Ted Buchan & Co675$213.2K0.08%+675New
Sequent Planning LLC676$213.2K0.06%−145−17.7%Reduced
Andina Capital Management, LLC676$213.2K0.12%−173−20.4%Reduced
Spectrum Investment Advisors, Inc.676$213.2K0.12%+676New
Abich Financial Wealth Management LLC678$213.9K0.08%+678New
BG Investment Services, Inc.682$215.2K0.21%+682New
Goodman Financial Corp683$215.3K0.04%+683New
Primoris Wealth Advisors, LLC683$215.4K0.14%+683New
Tme Financial, Inc.684$215.7K0.16%−53−7.2%Reduced
Confluence Investment Management LLC685$216.1K0.00%−40−5.5%Reduced
REDW Wealth LLC687$216.7K0.08%−36−5.0%Reduced
Fox Hill Wealth Management688$217.1K0.10%+688New
SK Wealth Management, LLC711$217.2K0.08%−53−6.9%Reduced
Beta Wealth Group, Inc.689$217.5K0.09%−3−0.4%Reduced
Fiscal Wisdom Wealth Management, LLC744$218.8K0.21%+744New
ODonnell Financial Services, LLC694$218.9K0.08%+694New
Heritage Oak Wealth Advisors LLC694$218.9K0.08%+694New
Financial & Tax Architects, LLC694$218.9K0.05%+694New
Asset Allocation & Management Company, LLC695$219.0K0.09%00.0%Unchanged
Peak Financial Advisors LLC695$219.2K0.11%00.0%Unchanged
Lingohr & Partner Asset Management GmbH700$220.0K0.38%−1,076−60.6%Reduced
Valued Wealth Advisors LLC699$220.5K0.10%+21+3.1%Added
Forte Asset Management LLC700$220.8K0.11%00.0%Unchanged
V2 Financial group LLC700$220.8K0.12%00.0%Unchanged
Planning Directions Inc701$221.2K0.12%+3+0.4%Added
TSA Wealth Managment LLC702$221.4K0.08%+702New
Pettinga Financial Advisors, LLC703$221.7K0.04%00.0%Unchanged
Stuart Chaussee & Associates, Inc.704$222.0K0.05%00.0%Unchanged
Renaissance Investment Group LLC706$222.7K0.05%−10−1.4%Reduced
Miller Financial Services LLC707$222.9K0.26%−16−2.2%Reduced
Founders Capital Management, LLC707$223.0K0.03%−110−13.5%Reduced
Cornerstone Wealth Advisors, Inc.707$223.1K0.05%00.0%Unchanged
WFA Asset Management Corp1,058$223.1K0.12%+5+0.5%Added
Arcadia Wealth Management, Inc.711$224.1K0.14%+711New
Three Seasons Wealth, LLC712$224.6K0.02%+712New
Seneca Financial Advisors LLC713$224.9K0.07%00.0%Unchanged
Financial Harvest, LLC715$225.4K0.15%+715New
Semitam Bonam LLC717$226.2K0.20%00.0%Unchanged
Gray Private Wealth, LLC721$227.4K0.11%00.0%Unchanged
Peak Financial Management, Inc.722$227.7K0.06%+722New
Brighton Securities Corp.724$228.4K0.12%−760−51.2%Reduced
Crestmont Private Wealth LLC724$228.4K0.08%−8−1.1%Reduced
Garrison Bradford & Associates Inc725$228.7K0.24%−175−19.4%Reduced
Navigoe, LLC726$229.0K0.15%+15+2.1%Added
Providence Financial Advisors, LLC733$231.2K0.22%+733New
Accretive Wealth Partners, LLC735$231.8K0.07%+21+2.9%Added
Rahlfs Capital, LLC738$232.8K0.18%00.0%Unchanged
Chaney Capital Management, Inc.739$233.1K0.08%+739New
Gator Capital Management, LLC740$233.4K0.06%−165−18.2%Reduced
Aspire Capital Advisors LLC740$233.5K0.06%+740New
Franklin, Parlapiano, Turner & Welch, LLC741$233.7K0.06%00.0%Unchanged