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 |
|---|---|---|---|---|---|
| BIT Capital GmbH | 6,429 | $2.03M | 0.09% | +2,083+47.9% | Added |
| Capital Square, LLC | 6,434 | $2.03M | 1.03% | −212−3.2% | Reduced |
| Gateway Wealth Partners, LLC | 6,440 | $2.03M | 0.27% | +822+14.6% | Added |
| Gilman Hill Asset Management, LLC | 6,442 | $2.03M | 0.32% | −20−0.3% | Reduced |
| Vantage Financial Partners, LLC | 6,443 | $2.03M | 0.43% | −11−0.2% | Reduced |
| Peoples Bank | 6,443 | $2.03M | 2.02% | −5,944−48.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,450 | $2.03M | 0.36% | +145+2.3% | Added |
| Disciplined Investors, L.L.C. | 6,453 | $2.04M | 1.45% | −91−1.4% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 6,455 | $2.04M | 0.99% | −170−2.6% | Reduced |
| Cascades Capital Asset Management, LLC | 6,477 | $2.04M | 0.90% | +6+0.1% | Added |
| Evolution Wealth Advisors, LLC | 6,498 | $2.05M | 0.28% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6,513 | $2.05M | 0.94% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 6,523 | $2.06M | 1.44% | −553−7.8% | Reduced |
| Lebenthal Global Advisors, LLC | 6,530 | $2.06M | 0.36% | +981+17.7% | Added |
| Access Financial Services, Inc. | 6,548 | $2.07M | 0.75% | −76−1.1% | Reduced |
| Driehaus Capital Management LLC | 6,559 | $2.07M | 0.01% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 6,565 | $2.07M | 0.08% | −1,815−21.7% | Reduced |
| Fiera Capital Corp | 6,567 | $2.07M | 0.01% | +120+1.9% | Added |
| Amplius Wealth Advisors, LLC | 6,571 | $2.07M | 0.18% | −3,078−31.9% | Reduced |
| Sterling Wealth Management, Inc. | 6,584 | $2.08M | 0.63% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 6,589 | $2.08M | 0.13% | +2,070+45.8% | Added |
| Coastal Investment Advisors, Inc. | 6,603 | $2.08M | 0.70% | +539+8.9% | Added |
| Wincap Financial LLC | 6,607 | $2.08M | 1.44% | +312+5.0% | Added |
| Hickory Point Bank & Trust | 6,608 | $2.08M | 1.56% | −110−1.6% | Reduced |
| Palogic Value Management, L.P. | 6,624 | $2.09M | 0.89% | 00.0% | Unchanged |
| Corsicana & Co. | 6,646 | $2.10M | 1.18% | +6,646 | New |
| Impact Partnership Wealth, LLC | 6,650 | $2.10M | 0.31% | +1,014+18.0% | Added |
| Viewpoint Capital Management LLC | 6,655 | $2.10M | 0.92% | −5−0.1% | Reduced |
| Holistic Planning, LLC | 6,665 | $2.10M | 0.55% | −357−5.1% | Reduced |
| Centurion Wealth Management LLC | 6,665 | $2.10M | 0.48% | +1,228+22.6% | Added |
| Finward Bancorp | 6,674 | $2.11M | 1.60% | −25−0.4% | Reduced |
| Pflug Koory, LLC | 6,698 | $2.11M | 1.00% | −35−0.5% | Reduced |
| Gsa Capital Partners LLP | 6,705 | $2.12M | 0.18% | −22,468−77.0% | Reduced |
| South Plains Financial, Inc. | 6,708 | $2.12M | 1.32% | +560+9.1% | Added |
| Patron Partners Advisors, LLC | 6,710 | $2.12M | 0.96% | +440+7.0% | Added |
| Optiver Holding B.V. | 6,711 | $2.12M | 0.03% | +560+9.1% | Added |
| Revisor Wealth Management LLC | 6,896 | $2.12M | 0.73% | −200−2.8% | Reduced |
| Menard Financial Group LLC | 6,713 | $2.12M | 1.42% | −797−10.6% | Reduced |
| McIlrath & Eck, LLC | 6,721 | $2.12M | 0.22% | +129+2.0% | Added |
| West Bancorporation Inc | 6,722 | $2.12M | 1.18% | +1,347+25.1% | Added |
| AGH Wealth Advisors, LLC | 6,726 | $2.12M | 1.56% | +205+3.1% | Added |
| High Falls Advisors, Inc | 6,729 | $2.12M | 0.44% | −211−3.0% | Reduced |
| Aspen Grove Capital, LLC | 6,739 | $2.13M | 0.36% | −966−12.5% | Reduced |
| TFR Capital, LLC. | 6,744 | $2.13M | 0.71% | −47−0.7% | Reduced |
| BXM Wealth LLC | 6,751 | $2.13M | 2.02% | +1,020+17.8% | Added |
| RFP Financial Group LLC | 6,898 | $2.13M | 0.87% | −35−0.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 6,771 | $2.14M | 0.85% | +512+8.2% | Added |
| Westfuller Advisors, LLC | 6,776 | $2.14M | 0.97% | +2,188+47.7% | Added |
| Winmill & Co. Inc | 6,800 | $2.14M | 0.52% | 00.0% | Unchanged |
| Accuvest Global Advisors | 6,800 | $2.15M | 1.34% | −252−3.6% | Reduced |
| Maridea Wealth Management LLC | 7,097 | $2.15M | 0.33% | +2,797+65.0% | Added |
| Carr Financial Group Corp | 6,803 | $2.15M | 0.59% | +902+15.3% | Added |
| Fountainhead AM, LLC | 6,803 | $2.15M | 0.28% | −179−2.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,822 | $2.15M | 0.58% | −708−9.4% | Reduced |
| Beacon Investment Advisors LLC | 6,824 | $2.15M | 0.88% | +24+0.4% | Added |
| Traveka Wealth, LLC | 6,840 | $2.16M | 0.96% | +40+0.6% | Added |
| Copperleaf Capital, LLC | 6,857 | $2.16M | 1.04% | +1,304+23.5% | Added |
| Fairscale Capital, LLC | 6,872 | $2.17M | 1.49% | 00.0% | Unchanged |
| Sippican Capital Advisors | 6,882 | $2.17M | 1.44% | −75−1.1% | Reduced |
| Argyle Capital Partners, LLC | 6,897 | $2.18M | 1.56% | −324−4.5% | Reduced |
| Colonial River Wealth Management, LLC | 6,912 | $2.18M | 0.80% | +246+3.7% | Added |
| Cahill Financial Advisors Inc | 6,915 | $2.18M | 0.25% | +36+0.5% | Added |
| Bullock Wealth Management Group | 7,022 | $2.18M | 1.09% | −85−1.2% | Reduced |
| TFC Financial Management | 6,922 | $2.18M | 0.28% | +300+4.5% | Added |
| SC&H Financial Advisors, Inc. | 6,924 | $2.18M | 0.36% | −68−1.0% | Reduced |
| Deltec Asset Management LLC | 6,925 | $2.18M | 0.36% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6,938 | $2.19M | 0.83% | −574−7.6% | Reduced |
| Redwood Investment Management, LLC | 6,953 | $2.19M | 0.24% | −122−1.7% | Reduced |
| ELCO Management Co., LLC | 6,958 | $2.19M | 1.14% | −211−2.9% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 6,996 | $2.21M | 0.26% | +523+8.1% | Added |
| Ruffer LLP | 7,000 | $2.21M | 0.12% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 7,001 | $2.21M | 1.30% | −226−3.1% | Reduced |
| Thrive Wealth Management, LLC | 7,011 | $2.21M | 0.33% | −192−2.7% | Reduced |
| Altus Wealth Group LLC | 7,035 | $2.22M | 0.91% | −74−1.0% | Reduced |
| Talisman Wealth Advisors LLC | 7,054 | $2.23M | 1.84% | −20.0% | Reduced |
| Unique Wealth Strategies, LLC | 7,061 | $2.23M | 0.88% | +27+0.4% | Added |
| Armbruster Capital Management, Inc. | 7,064 | $2.23M | 0.38% | −269−3.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,064 | $2.23M | 0.24% | −58−0.8% | Reduced |
| Sentry Investment Management LLC | 7,349 | $2.23M | 1.49% | −1,482−16.8% | Reduced |
| Security National Bank of Sioux City Iowa | 7,084 | $2.23M | 1.45% | −4,465−38.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 7,090 | $2.24M | 0.18% | −2,453−25.7% | Reduced |
| Kozak & Associates, Inc. | 7,448 | $2.24M | 0.44% | +189+2.6% | Added |
| Orca Investment Management, LLC | 7,093 | $2.24M | 1.83% | −58−0.8% | Reduced |
| Sutton Place Investors LLC | 7,095 | $2.24M | 1.28% | +31+0.4% | Added |
| Mosaic Family Wealth Partners, LLC | 7,099 | $2.24M | 0.26% | +288+4.2% | Added |
| Veracity Capital LLC | 7,111 | $2.24M | 0.72% | −59−0.8% | Reduced |
| Sovereign Financial Group, Inc. | 7,117 | $2.24M | 0.42% | +305+4.5% | Added |
| Phillips Wealth Planners LLC | 7,285 | $2.25M | 1.87% | +150+2.1% | Added |
| Meadowbrook Wealth Management, LLC | 7,146 | $2.25M | 2.34% | +7,146 | New |
| Renasant Bank | 7,167 | $2.26M | 1.43% | +103+1.5% | Added |
| Transamerica Financial Advisors, Inc. | 7,170 | $2.26M | 0.19% | +512+7.7% | Added |
| SJS Investment Consulting Inc. | 7,183 | $2.27M | 0.31% | +5,192+260.8% | Added |
| Trilogy Capital Inc. | 7,186 | $2.27M | 0.10% | +29+0.4% | Added |
| Nabity-Jensen Investment Management Inc | 7,250 | $2.29M | 1.59% | +51+0.7% | Added |
| Solidarilty Wealth, LLC | 7,259 | $2.29M | 0.49% | +425+6.2% | Added |
| Edgestream Partners, L.P. | 7,264 | $2.29M | 0.07% | −51,319−87.6% | Reduced |
| Arbor Capital Management Inc | 7,392 | $2.29M | 1.84% | −600−7.5% | Reduced |
| Westside Investment Management, Inc. | 7,305 | $2.29M | 0.37% | +903+14.1% | Added |
| BIP Wealth, LLC | 7,290 | $2.30M | 0.11% | +1,975+37.2% | Added |
| Heartwood Wealth Advisors LLC | 7,295 | $2.30M | 0.21% | −64−0.9% | Reduced |