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 |
|---|---|---|---|---|---|
| Omnia Family Wealth, LLC | 7,297 | $2.30M | 0.75% | −10−0.1% | Reduced |
| Cladis Investment Advisory, LLC | 7,303 | $2.30M | 1.32% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 7,310 | $2.31M | 1.09% | +1,076+17.3% | Added |
| Principal Street Partners, LLC | 7,315 | $2.31M | 0.37% | −10,084−58.0% | Reduced |
| Cornerstone National Bank & Trust Co | 7,324 | $2.31M | 0.94% | −20−0.3% | Reduced |
| JFS Wealth Advisors, LLC | 7,324 | $2.31M | 0.14% | −573−7.3% | Reduced |
| Sivia Capital Partners, LLC | 7,329 | $2.31M | 0.65% | +668+10.0% | Added |
| Alhambra Investment Partners LLC | 7,335 | $2.31M | 1.10% | −58−0.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 7,346 | $2.32M | 0.07% | −9,539−56.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,354 | $2.32M | 0.78% | −196−2.6% | Reduced |
| Sather Financial Group Inc | 7,376 | $2.33M | 0.13% | −2,468−25.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 7,380 | $2.33M | 0.47% | +7,380 | New |
| R.H. Investment Group, LLC | 7,390 | $2.33M | 2.02% | 00.0% | Unchanged |
| McLean Asset Management Corp | 7,556 | $2.34M | 0.48% | +162+2.2% | Added |
| Five Oceans Advisors | 7,431 | $2.34M | 0.86% | −205−2.7% | Reduced |
| Stanley-Laman Group, Ltd. | 7,435 | $2.35M | 0.34% | +239+3.3% | Added |
| Commons Capital, LLC | 7,438 | $2.35M | 1.57% | +26+0.4% | Added |
| Aviso Wealth Management | 7,443 | $2.35M | 1.02% | +17+0.2% | Added |
| Fielder Capital Group LLC | 7,446 | $2.35M | 0.53% | −267−3.5% | Reduced |
| Covenant Partners, LLC | 7,451 | $2.35M | 0.67% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,477 | $2.36M | 1.28% | −769−9.3% | Reduced |
| Oakwell Private Wealth Management, LLC | 7,482 | $2.36M | 0.47% | +20+0.3% | Added |
| Connective Portfolio Management, LLC | 7,480 | $2.36M | 4.17% | +7,480 | New |
| Peak Retirement Planning, Inc. | 7,491 | $2.36M | 0.67% | +2,089+38.7% | Added |
| Berry Wealth Group, LP | 7,506 | $2.37M | 7.73% | −20,704−73.4% | Reduced |
| Cape Ann Savings Bank | 7,512 | $2.37M | 1.27% | −85−1.1% | Reduced |
| Promethium Advisors,llc | 7,514 | $2.37M | 1.36% | −490−6.1% | Reduced |
| Garrison Point Advisors, LLC | 7,518 | $2.37M | 0.99% | −152−2.0% | Reduced |
| bLong Financial, LLC | 7,525 | $2.37M | 1.65% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 7,528 | $2.37M | 0.51% | −5,816−43.6% | Reduced |
| KRS Capital Management, LLC | 7,533 | $2.38M | 1.44% | +114+1.5% | Added |
| Fortitude Advisory Group L.L.C. | 7,568 | $2.39M | 1.28% | −849−10.1% | Reduced |
| Global Trust Asset Management, LLC | 7,571 | $2.39M | 1.08% | +1,467+24.0% | Added |
| Benchmark Investment Advisors LLC | 7,576 | $2.39M | 1.39% | +7,576 | New |
| Southeast Asset Advisors Inc. | 7,579 | $2.39M | 0.26% | +50+0.7% | Added |
| Cornerstone Planning Group LLC | 7,733 | $2.39M | 0.40% | +631+8.9% | Added |
| Saiph Capital, LLC | 7,602 | $2.40M | 0.86% | +69+0.9% | Added |
| Wealth Dimensions Group, Ltd. | 7,608 | $2.40M | 0.49% | +1,064+16.3% | Added |
| ABLE Financial Group, LLC | 7,627 | $2.41M | 0.52% | +51+0.7% | Added |
| Terra Nova Asset Management LLC | 7,629 | $2.41M | 1.52% | +106+1.4% | Added |
| Armor Investment Advisors, LLC | 7,633 | $2.41M | 0.76% | −120−1.5% | Reduced |
| Momentum Wealth Planning, LLC | 7,653 | $2.41M | 1.88% | +1,557+25.5% | Added |
| Proffitt & Goodson Inc | 7,665 | $2.42M | 0.35% | −246−3.1% | Reduced |
| General Partner, Inc. | 7,672 | $2.42M | 1.33% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,673 | $2.42M | 0.28% | +822+12.0% | Added |
| Wolverine Trading, LLC | 7,669 | $2.42M | 0.05% | +1,089+16.6% | Added |
| TriaGen Wealth Management LLC | 7,677 | $2.42M | 0.63% | −40−0.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 7,679 | $2.42M | 2.33% | −497−6.1% | Reduced |
| Potomac Fund Management Inc | 7,691 | $2.43M | 0.10% | −422−5.2% | Reduced |
| Tandem Investment Partners LLC | 7,706 | $2.43M | 2.00% | −130−1.7% | Reduced |
| Asset Advisors Investment Management, LLC | 7,710 | $2.43M | 0.23% | +62+0.8% | Added |
| Mason & Associates Inc | 7,723 | $2.44M | 0.49% | +188+2.5% | Added |
| Berkeley Capital Partners, LLC | 7,734 | $2.44M | 0.58% | +122+1.6% | Added |
| Mendel Money Management | 7,757 | $2.45M | 1.03% | −51−0.7% | Reduced |
| Gen-Wealth Partners Inc | 7,777 | $2.45M | 0.83% | +407+5.5% | Added |
| First National Bank & Trust Co of Newtown | 7,779 | $2.45M | 0.47% | −140−1.8% | Reduced |
| Fortis Group Advisors, LLC | 7,882 | $2.46M | 0.42% | +1,504+23.6% | Added |
| One Wealth Advisors, LLC | 7,797 | $2.46M | 0.31% | −246−3.1% | Reduced |
| Castle Wealth Management LLC | 7,813 | $2.46M | 0.83% | −556−6.6% | Reduced |
| Dixon Fnancial Services, Inc. | 7,828 | $2.47M | 1.12% | +333+4.4% | Added |
| Atticus Wealth Management, LLC | 7,829 | $2.47M | 0.62% | +1,376+21.3% | Added |
| Syntax Research, Inc. | 7,836 | $2.47M | 1.59% | +119+1.5% | Added |
| Palacios Wealth Management, LLC | 7,863 | $2.48M | 1.63% | +307+4.1% | Added |
| PFC Capital Group, Inc. | 7,866 | $2.48M | 1.04% | −89−1.1% | Reduced |
| Physicians Financial Services, Inc. | 7,867 | $2.48M | 0.68% | +380+5.1% | Added |
| MBA Advisors LLC | 7,869 | $2.48M | 1.06% | −40−0.5% | Reduced |
| Stephens Consulting, LLC | 7,883 | $2.49M | 0.86% | −818−9.4% | Reduced |
| O'Brien Greene & Co. Inc | 7,893 | $2.49M | 0.77% | −121−1.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,903 | $2.49M | 1.13% | +42+0.5% | Added |
| American State Bank (Iowa) | 7,904 | $2.49M | 1.27% | −95−1.2% | Reduced |
| Northwest Wealth Management, LLC | 7,917 | $2.50M | 0.41% | +9+0.1% | Added |
| Moment Partners, LLC | 7,918 | $2.50M | 0.44% | +131+1.7% | Added |
| Onefund, LLC | 7,920 | $2.50M | 1.61% | +301+4.0% | Added |
| BHK Investment Advisors, LLC | 7,928 | $2.50M | 0.93% | −49−0.6% | Reduced |
| Clark Asset Management, LLC | 7,932 | $2.50M | 0.29% | +245+3.2% | Added |
| Hendershot Investments Inc. | 7,945 | $2.51M | 0.32% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 7,946 | $2.51M | 1.40% | +392+5.2% | Added |
| Ti-Trust, Inc | 7,949 | $2.51M | 1.58% | +70+0.9% | Added |
| Evergreen Wealth Management, LLC | 7,958 | $2.51M | 1.32% | −412−4.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 8,278 | $2.52M | 0.66% | −905−9.9% | Reduced |
| Roxbury Financial LLC | 7,980 | $2.52M | 2.32% | −5−0.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 7,985 | $2.52M | 1.06% | +1,069+15.5% | Added |
| Touchstone Capital, Inc. | 7,991 | $2.52M | 1.29% | +7,991 | New |
| Cypress Capital Management LLC (WY) | 7,993 | $2.52M | 2.33% | −362−4.3% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $2.52M | 0.81% | 00.0% | Unchanged |
| Foster Group, Inc. | 8,003 | $2.52M | 0.08% | +265+3.4% | Added |
| LVZ Advisors, Inc. | 8,021 | $2.53M | 0.29% | +94+1.2% | Added |
| Cheviot Value Management, LLC | 8,290 | $2.53M | 0.27% | 00.0% | Unchanged |
| L.M. Kohn & Company | 8,039 | $2.54M | 3.05% | −9,856−55.1% | Reduced |
| One + One Wealth Management, LLC | 8,047 | $2.54M | 1.23% | −670−7.7% | Reduced |
| Jmac Enterprises LLC | 8,056 | $2.54M | 0.50% | −135−1.6% | Reduced |
| Wall Street Access Asset Management, LLC | 8,058 | $2.54M | 0.63% | −1,253−13.5% | Reduced |
| Accel Wealth Management | 8,061 | $2.54M | 0.74% | −143−1.7% | Reduced |
| Tortoise Investment Management, LLC | 8,067 | $2.54M | 0.23% | +39+0.5% | Added |
| Delta Investment Management, LLC | 8,086 | $2.55M | 0.46% | +104+1.3% | Added |
| CPA Asset Management LLC | 8,100 | $2.56M | 0.98% | −123−1.5% | Reduced |
| Johnson & White Wealth Management, LLC | 8,128 | $2.56M | 1.17% | −163−2.0% | Reduced |
| Stableford Capital II LLC | 8,133 | $2.57M | 0.93% | −42−0.5% | Reduced |
| Private Client Services, LLC | 8,137 | $2.57M | 0.86% | −173−2.1% | Reduced |
| Tudor Financial Inc. | 8,157 | $2.57M | 1.37% | −87−1.1% | Reduced |