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 |
|---|---|---|---|---|---|
| Warm Springs Advisors Inc. | 8,975 | $2.83M | 2.15% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 9,282 | $2.84M | 0.61% | +1,057+12.9% | Added |
| Prentice Wealth Management LLC | 8,996 | $2.84M | 0.70% | −318−3.4% | Reduced |
| Lederer & Associates Investment Counsel | 9,004 | $2.84M | 1.84% | −275−3.0% | Reduced |
| First Heartland Consultants, Inc. | 9,011 | $2.84M | 0.23% | −292−3.1% | Reduced |
| Washington Capital Management Inc | 9,045 | $2.85M | 2.04% | −235−2.5% | Reduced |
| Yukon Wealth Management, Inc. | 9,046 | $2.85M | 0.94% | +26+0.3% | Added |
| IMS Capital Management | 9,082 | $2.86M | 1.32% | −619−6.4% | Reduced |
| Legacy Edge Advisors, LLC | 9,082 | $2.86M | 0.34% | +535+6.3% | Added |
| CFC Planning Co LLC | 9,087 | $2.87M | 2.41% | +7,275+401.5% | Added |
| TKG Advisors, LLC | 9,103 | $2.87M | 1.23% | +49+0.5% | Added |
| Navalign, LLC | 9,128 | $2.88M | 0.76% | +42+0.5% | Added |
| Medallion Wealth Advisors, LLC | 9,135 | $2.88M | 1.02% | −395−4.1% | Reduced |
| Altman Advisors, Inc. | 9,141 | $2.88M | 1.10% | −24−0.3% | Reduced |
| Legacy Bridge, LLC | 9,143 | $2.88M | 1.20% | +28+0.3% | Added |
| Mendel Capital Management LLC | 9,146 | $2.88M | 1.51% | +89+1.0% | Added |
| Quest Partners LLC | 9,169 | $2.89M | 0.19% | +3,574+63.9% | Added |
| N.E.W. Advisory Services LLC | 9,172 | $2.89M | 0.26% | −83−0.9% | Reduced |
| Cooper Financial Group | 9,192 | $2.90M | 0.32% | −1,141−11.0% | Reduced |
| Samalin Investment Counsel, LLC | 9,211 | $2.91M | 1.00% | +20+0.2% | Added |
| Waterfront Wealth Inc. | 9,914 | $2.91M | 0.60% | +297+3.1% | Added |
| Vivid Wealth Management, LLC | 9,260 | $2.92M | 1.16% | −1,004−9.8% | Reduced |
| Crescent Grove Advisors, LLC | 9,275 | $2.93M | 0.28% | −193−2.0% | Reduced |
| Charter Oak Capital Management, LLC | 9,276 | $2.93M | 0.23% | +220+2.4% | Added |
| Meridian Financial Partners LLC | 9,631 | $2.93M | 1.22% | −49−0.5% | Reduced |
| Mosaic Financial Group, LLC | 9,292 | $2.93M | 2.09% | +11+0.1% | Added |
| Monticello Wealth Management, LLC | 9,298 | $2.93M | 0.20% | −545−5.5% | Reduced |
| Eukles Asset Management | 9,305 | $2.94M | 1.14% | −127−1.3% | Reduced |
| CKW Financial Group | 9,449 | $2.94M | 0.32% | −801−7.8% | Reduced |
| Perpetual Ltd | 9,339 | $2.95M | 0.04% | +1,292+16.1% | Added |
| Legato Capital Management LLC | 9,344 | $2.95M | 0.32% | −1,641−14.9% | Reduced |
| Paragon Private Wealth Management, LLC | 9,356 | $2.95M | 0.97% | +1,598+20.6% | Added |
| Caldwell Sutter Capital, Inc. | 9,357 | $2.95M | 1.26% | −131−1.4% | Reduced |
| MOKAN Wealth Management Inc. | 9,361 | $2.95M | 1.48% | +9,361 | New |
| Carmignac Gestion | 9,371 | $2.96M | 0.04% | −1,686−15.2% | Reduced |
| Vivaldi Capital Management, LLC | 9,380 | $2.96M | 0.42% | +1,765+23.2% | Added |
| South Street Advisors LLC | 9,387 | $2.96M | 0.39% | +580+6.6% | Added |
| Fortitude Family Office, LLC | 9,389 | $2.96M | 0.80% | −117−1.2% | Reduced |
| KC Investment Advisors, LLC | 9,870 | $2.97M | 0.81% | −171−1.7% | Reduced |
| Papamarkou Wellner Asset Management inc. | 9,402 | $2.97M | 1.83% | +20+0.2% | Added |
| Ambassador Advisors, LLC | 9,405 | $2.97M | 0.44% | −126−1.3% | Reduced |
| Emprise Bank | 9,429 | $2.97M | 1.28% | +57+0.6% | Added |
| PCG Asset Management, LLC | 9,459 | $2.98M | 2.40% | −236−2.4% | Reduced |
| Keystone Wealth Services, LLC | 9,462 | $2.98M | 0.65% | +433+4.8% | Added |
| Asio Capital, LLC | 9,466 | $2.99M | 0.45% | +138+1.5% | Added |
| BlackDiamond Wealth Management Inc. | 9,467 | $2.99M | 1.63% | −6,973−42.4% | Reduced |
| Security National Bank of So Dak | 9,471 | $2.99M | 1.50% | +10+0.1% | Added |
| MWA Asset Management | 9,502 | $3.00M | 1.65% | −537−5.3% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 9,507 | $3.00M | 1.35% | +9,507 | New |
| Fullcircle Wealth LLC | 9,702 | $3.00M | 1.06% | +319+3.4% | Added |
| Apollon Financial, LLC | 9,531 | $3.01M | 0.50% | +1,424+17.6% | Added |
| Compass Capital Management, Inc | 9,540 | $3.01M | 0.16% | −120−1.2% | Reduced |
| Navellier & Associates Inc | 9,540 | $3.01M | 0.31% | +1,000+11.7% | Added |
| De Burlo Group Inc | 9,548 | $3.01M | 0.36% | +40+0.4% | Added |
| Carson Advisory Inc. | 9,563 | $3.02M | 1.63% | −370−3.7% | Reduced |
| Wernau Asset Management Inc. | 9,573 | $3.02M | 3.12% | −535−5.3% | Reduced |
| Silicon Valley Capital Partners | 9,578 | $3.02M | 0.28% | −1,019−9.6% | Reduced |
| Matrix Trust Co | 9,581 | $3.02M | 0.47% | −371−3.7% | Reduced |
| Drive Wealth Management, LLC | 9,589 | $3.02M | 0.64% | +280+3.0% | Added |
| Brown Financial Advisors | 9,590 | $3.02M | 1.12% | −72−0.7% | Reduced |
| Reik & Co., LLC | 9,590 | $3.02M | 0.78% | +380+4.1% | Added |
| Strategies Wealth Advisors, LLC | 9,591 | $3.03M | 0.31% | +125+1.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 9,597 | $3.03M | 0.44% | +8,493+769.3% | Added |
| Waterway Wealth Management, LLC | 9,603 | $3.03M | 0.72% | −544−5.4% | Reduced |
| Terril Brothers, Inc. | 9,618 | $3.03M | 0.92% | −15−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,619 | $3.03M | 1.27% | +515+5.7% | Added |
| Forefront Wealth Management Inc. | 9,653 | $3.04M | 2.23% | −106−1.1% | Reduced |
| Trust Investment Advisors | 9,670 | $3.05M | 1.72% | +88+0.9% | Added |
| CFO4Life Group, LLC | 9,684 | $3.05M | 0.44% | +92+1.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,690 | $3.06M | 1.76% | −215−2.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,690 | $3.06M | 0.69% | −18−0.2% | Reduced |
| NorthStar Asset Management LLC | 9,692 | $3.06M | 1.46% | +78+0.8% | Added |
| Notis-McConarty Edward | 9,718 | $3.07M | 1.43% | −125−1.3% | Reduced |
| Maia Wealth LLC | 9,705 | $3.08M | 0.52% | +2,630+37.2% | Added |
| Brookwood Investment Group LLC | 9,752 | $3.08M | 0.40% | +198+2.1% | Added |
| Autumn Glory Partners, LLC | 9,774 | $3.08M | 1.27% | +161+1.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 9,785 | $3.09M | 0.84% | +30+0.3% | Added |
| Cornerstone Enterprises, LLC | 9,803 | $3.09M | 1.52% | +308+3.2% | Added |
| Morris Financial Concepts, Inc. | 9,808 | $3.09M | 1.12% | −76−0.8% | Reduced |
| Sovran Advisors, LLC | 10,002 | $3.09M | 0.27% | +2,477+32.9% | Added |
| Windsor Capital Management, LLC | 9,812 | $3.10M | 0.85% | −179−1.8% | Reduced |
| Chesapeake Wealth Management | 9,816 | $3.10M | 0.94% | +39+0.4% | Added |
| Corundum Group, Inc. | 9,823 | $3.10M | 1.27% | −218−2.2% | Reduced |
| Powell Investment Advisors, LLC | 9,853 | $3.11M | 1.09% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 9,855 | $3.11M | 0.19% | +496+5.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,875 | $3.11M | 0.56% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 9,882 | $3.12M | 1.81% | +46+0.5% | Added |
| 1620 Investment Advisors, Inc. | 9,897 | $3.12M | 2.12% | −510−4.9% | Reduced |
| Aspire Growth Partners LLC | 9,918 | $3.13M | 2.29% | +68+0.7% | Added |
| AA Financial Advisors, LLC | 9,931 | $3.13M | 0.62% | +228+2.3% | Added |
| Allegheny Financial Group LTD | 9,938 | $3.13M | 0.59% | +24+0.2% | Added |
| Pointe Capital Management LLC | 9,943 | $3.14M | 1.53% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 9,946 | $3.14M | 0.88% | −455−4.4% | Reduced |
| Sage Rhino Capital LLC | 9,981 | $3.15M | 0.61% | −10−0.1% | Reduced |
| Elmwood Wealth Management, Inc. | 9,989 | $3.15M | 1.12% | +370+3.8% | Added |
| HHM Wealth Advisors, LLC | 9,997 | $3.15M | 0.36% | −245−2.4% | Reduced |
| Wrapmanager Inc | 9,997 | $3.15M | 0.97% | −2,953−22.8% | Reduced |
| Kidder Stephen W | 10,003 | $3.16M | 0.90% | −250−2.4% | Reduced |
| Masso Torrence Wealth Management Inc. | 10,007 | $3.16M | 1.31% | +251+2.6% | Added |
| Orrstown Financial Services Inc | 10,016 | $3.16M | 0.54% | +264+2.7% | Added |