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 |
|---|---|---|---|---|---|
| von Borstel & Associates, Inc. | 8,130 | $2.58M | 0.39% | +4,464+121.8% | Added |
| Aspen Wealth Strategies, LLC | 8,172 | $2.58M | 1.44% | +136+1.7% | Added |
| Black Diamond Financial, LLC | 8,177 | $2.58M | 0.29% | +865+11.8% | Added |
| Element Wealth, LLC | 8,182 | $2.58M | 1.13% | +182+2.3% | Added |
| Syntegra Private Wealth Group, LLC | 8,191 | $2.58M | 0.24% | +153+1.9% | Added |
| Kelly Lawrence W & Associates Inc | 8,203 | $2.59M | 0.63% | −700−7.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 8,220 | $2.59M | 0.64% | 00.0% | Unchanged |
| Trust Co | 8,239 | $2.60M | 0.27% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 8,239 | $2.60M | 1.29% | +189+2.3% | Added |
| Chancellor Financial Group WB LP | 8,278 | $2.61M | 1.86% | −94−1.1% | Reduced |
| HBW Advisory Services LLC | 8,286 | $2.61M | 0.29% | +639+8.4% | Added |
| Ames National Corp | 8,296 | $2.62M | 1.55% | −194−2.3% | Reduced |
| Y.D. More Investments Ltd | 8,316 | $2.62M | 0.15% | −596−6.7% | Reduced |
| Vigilare Wealth Management | 8,313 | $2.62M | 0.91% | −238−2.8% | Reduced |
| Bolthouse Investments, LLC | 8,317 | $2.62M | 2.38% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 8,327 | $2.63M | 0.38% | −295−3.4% | Reduced |
| Lantz Financial LLC | 8,331 | $2.63M | 0.58% | +1,359+19.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,336 | $2.63M | 0.62% | +353+4.4% | Added |
| Inman Jager Wealth Management, LLC | 8,340 | $2.63M | 1.68% | −329−3.8% | Reduced |
| Eley Financial Management, Inc | 8,356 | $2.64M | 0.95% | −71−0.8% | Reduced |
| Roberts Capital Advisors, LLC | 8,358 | $2.64M | 2.93% | 00.0% | Unchanged |
| RoundAngle Advisors LLC | 8,367 | $2.64M | 2.04% | +5+0.1% | Added |
| Game Creek Capital, LP | 8,375 | $2.64M | 1.13% | 00.0% | Unchanged |
| Anb Bank | 8,377 | $2.64M | 1.07% | −259−3.0% | Reduced |
| City State Bank | 8,388 | $2.65M | 0.76% | −150−1.8% | Reduced |
| First County Bank | 8,391 | $2.65M | 1.35% | +69+0.8% | Added |
| Orion Capital Management LLC | 8,394 | $2.65M | 0.92% | −100−1.2% | Reduced |
| Gries Financial LLC | 8,394 | $2.65M | 0.42% | +1,720+25.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 8,398 | $2.65M | 0.87% | −478−5.4% | Reduced |
| Cornercap Investment Counsel Inc | 8,400 | $2.65M | 1.32% | −140−1.6% | Reduced |
| Defined Wealth Management, LLC | 8,401 | $2.65M | 1.54% | −264−3.0% | Reduced |
| First National Bank Sioux Falls | 8,411 | $2.65M | 0.83% | +117+1.4% | Added |
| Lakeshore Financial Planning, Inc. | 8,422 | $2.66M | 0.99% | +5+0.1% | Added |
| Foster Victor Wealth Advisors, LLC | 8,572 | $2.66M | 0.17% | +271+3.3% | Added |
| Guardian Investment Management | 8,434 | $2.66M | 2.32% | −15−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 8,444 | $2.66M | 0.02% | −35,257−80.7% | Reduced |
| Paulson Wealth Management Inc. | 8,446 | $2.66M | 0.63% | −98−1.1% | Reduced |
| Bay Capital Advisors, LLC | 8,448 | $2.66M | 1.74% | −13−0.2% | Reduced |
| JNBA Financial Advisors | 8,451 | $2.67M | 0.24% | −134−1.6% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 8,555 | $2.67M | 1.90% | −5,131−37.5% | Reduced |
| MRP Capital Investments, LLC | 9,208 | $2.67M | 2.29% | −1,750−16.0% | Reduced |
| Cim, LLC | 8,469 | $2.67M | 0.35% | −131−1.5% | Reduced |
| World Equity Group, Inc. | 8,472 | $2.67M | 0.61% | +1,795+26.9% | Added |
| Advyzon Investment Management, LLC | 8,494 | $2.68M | 0.46% | +1,768+26.3% | Added |
| Capital Management Associates | 8,500 | $2.68M | 4.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 8,504 | $2.68M | 0.34% | −4,105−32.6% | Reduced |
| SWP Investment Management LLC | 8,518 | $2.69M | 2.64% | +753+9.7% | Added |
| Vista Investment Partners II, LLC | 8,523 | $2.69M | 1.25% | −70−0.8% | Reduced |
| Vision Capital Management, Inc. | 8,542 | $2.69M | 0.33% | +7+0.1% | Added |
| Monte Financial Group, LLC | 8,555 | $2.70M | 0.99% | −77−0.9% | Reduced |
| TLWM | 8,555 | $2.70M | 0.49% | +329+4.0% | Added |
| Icapital Wealth LLC | 8,558 | $2.70M | 1.48% | +96+1.1% | Added |
| InTrack Investment Management Inc | 8,568 | $2.70M | 1.61% | +960+12.6% | Added |
| Pinnacle Wealth Management, LLC | 8,569 | $2.70M | 1.82% | −1,196−12.2% | Reduced |
| Centerpoint Advisory Group | 8,579 | $2.71M | 2.11% | 00.0% | Unchanged |
| Net Worth Advisory Group | 8,582 | $2.71M | 0.78% | −1,138−11.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 8,583 | $2.71M | 0.21% | +1,329+18.3% | Added |
| Citadel Investment Advisory, Inc. | 8,599 | $2.71M | 1.24% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8,604 | $2.71M | 0.37% | +426+5.2% | Added |
| Affiance Financial, LLC | 8,605 | $2.71M | 0.49% | +160+1.9% | Added |
| Front Row Advisors LLC | 8,606 | $2.71M | 0.91% | −180−2.0% | Reduced |
| Cora Capital Advisors LLC | 8,619 | $2.72M | 1.16% | +340+4.1% | Added |
| Woodard & Co Asset Management Group Inc | 8,636 | $2.72M | 0.44% | +504+6.2% | Added |
| Capula Management Ltd | 8,645 | $2.73M | 0.02% | +8,645 | New |
| Trail Ridge Investment Advisors, LLC | 8,646 | $2.73M | 1.22% | +46+0.5% | Added |
| Rodgers Brothers Inc. | 8,648 | $2.73M | 0.34% | −37−0.4% | Reduced |
| LBMC Investment Advisors, LLC | 8,650 | $2.73M | 0.17% | +1,869+27.6% | Added |
| Westbourne Investment Advisors, Inc. | 8,655 | $2.73M | 0.76% | −235−2.6% | Reduced |
| Lazari Capital Management, Inc. | 8,656 | $2.73M | 0.92% | +20+0.2% | Added |
| W Advisors, LLC | 8,665 | $2.73M | 1.44% | +61+0.7% | Added |
| Matrix Private Capital Group LLC | 8,675 | $2.74M | 1.45% | −18−0.2% | Reduced |
| Corrado Advisors, LLC | 8,680 | $2.74M | 1.47% | −173−2.0% | Reduced |
| Ibex Wealth Advisors | 8,692 | $2.74M | 0.26% | +457+5.5% | Added |
| Wealth Management Associates, Inc. | 8,697 | $2.74M | 0.97% | −40−0.5% | Reduced |
| Bouchey Financial Group Ltd | 8,703 | $2.75M | 0.21% | +7+0.1% | Added |
| Financial Management Network Inc | 8,882 | $2.75M | 0.45% | +148+1.7% | Added |
| Oarsman Capital, Inc. | 8,736 | $2.76M | 0.39% | −21−0.2% | Reduced |
| Bennett Selby Investments LP | 8,760 | $2.76M | 0.91% | −157−1.8% | Reduced |
| Hummer Financial Advisory Services Inc | 8,790 | $2.77M | 2.02% | 00.0% | Unchanged |
| IFG Advisors, LLC | 8,792 | $2.77M | 0.45% | +267+3.1% | Added |
| Meridian Investment Counsel Inc. | 8,793 | $2.77M | 0.68% | +6+0.1% | Added |
| M. Kraus & Co | 8,811 | $2.78M | 0.78% | +239+2.8% | Added |
| Westmount Partners, LLC | 8,948 | $2.78M | 0.72% | +65+0.7% | Added |
| Mainstream Capital Management LLC | 8,823 | $2.78M | 1.85% | +369+4.4% | Added |
| Atwood & Palmer Inc | 8,826 | $2.78M | 0.16% | −217−2.4% | Reduced |
| Birchbrook, Inc. | 8,831 | $2.79M | 1.44% | −171−1.9% | Reduced |
| Iron Financial, LLC | 8,854 | $2.79M | 1.34% | −196−2.2% | Reduced |
| Great Diamond Partners, LLC | 8,868 | $2.80M | 0.54% | −36−0.4% | Reduced |
| Sunbeam Capital Management, LLC | 8,874 | $2.80M | 1.74% | +223+2.6% | Added |
| Armstrong, Fleming & Moore, Inc | 8,886 | $2.80M | 1.34% | −1,531−14.7% | Reduced |
| Perennial Investment Advisors, LLC | 8,890 | $2.80M | 0.23% | −1,170−11.6% | Reduced |
| Strait & Sound Wealth Management LLC | 8,907 | $2.81M | 1.08% | +17+0.2% | Added |
| Cromwell Holdings LLC | 8,913 | $2.81M | 1.50% | 00.0% | Unchanged |
| Keystone Financial Services | 8,920 | $2.81M | 0.87% | +265+3.1% | Added |
| Signet Financial Management, LLC | 8,930 | $2.82M | 0.33% | −51−0.6% | Reduced |
| Kapstone Financial Advisors LLC | 8,930 | $2.82M | 1.33% | −376−4.0% | Reduced |
| Grant Private Wealth Management Inc | 8,952 | $2.82M | 1.74% | +5,333+147.4% | Added |
| LexAurum Advisors, LLC | 8,954 | $2.82M | 0.40% | +501+5.9% | Added |
| Total Wealth Planning, LLC | 8,960 | $2.83M | 0.33% | +61+0.7% | Added |
| Claris Financial LLC | 8,971 | $2.83M | 1.61% | +1,702+23.4% | Added |