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 |
|---|---|---|---|---|---|
| Alexander Randolph Advisory, Inc. | 10,021 | $3.16M | 2.61% | −172−1.7% | Reduced |
| Yarger Wealth Strategies, LLC | 10,025 | $3.16M | 1.45% | −8−0.1% | Reduced |
| Hilltop Partners LLC | 10,036 | $3.17M | 0.95% | +895+9.8% | Added |
| LifeSteps Financial, Inc. | 10,045 | $3.17M | 2.04% | −187−1.8% | Reduced |
| First Bank & Trust | 10,060 | $3.17M | 0.53% | −142−1.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 10,078 | $3.18M | 0.90% | −1,521−13.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,080 | $3.18M | 0.32% | +465+4.8% | Added |
| Spreng Capital Management, Inc. | 10,089 | $3.18M | 1.27% | −633−5.9% | Reduced |
| ROI Financial Advisors, LLC | 10,094 | $3.18M | 1.90% | +936+10.2% | Added |
| Plancorp, LLC | 10,096 | $3.18M | 0.10% | −724−6.7% | Reduced |
| Bath Savings Trust Co | 10,117 | $3.19M | 0.32% | +24+0.2% | Added |
| Independent Solutions Wealth Management, LLC | 10,125 | $3.19M | 0.57% | +1,039+11.4% | Added |
| VisionPoint Advisory Group, LLC | 10,127 | $3.19M | 0.64% | −450−4.3% | Reduced |
| Hunter Associates Investment Management LLC | 10,123 | $3.19M | 0.44% | +319+3.3% | Added |
| US Asset Management LLC | 10,152 | $3.20M | 2.63% | +218+2.2% | Added |
| Brass Tax Wealth Management, Inc | 10,169 | $3.21M | 0.53% | −89−0.9% | Reduced |
| Kathmere Capital Management, LLC | 10,175 | $3.21M | 0.23% | +194+1.9% | Added |
| Sky Investment Group LLC | 10,180 | $3.21M | 0.54% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 10,180 | $3.21M | 0.25% | −14−0.1% | Reduced |
| High Net Worth Advisory Group LLC | 10,192 | $3.21M | 0.77% | +16+0.2% | Added |
| JSF Financial, LLC | 10,210 | $3.22M | 0.71% | −118−1.1% | Reduced |
| Summit Financial Strategies, Inc. | 10,211 | $3.22M | 0.28% | −291−2.8% | Reduced |
| Arcataur Capital Management LLC | 10,220 | $3.22M | 0.95% | −139−1.3% | Reduced |
| Hemenway Trust Co LLC | 10,226 | $3.23M | 0.25% | −348−3.3% | Reduced |
| Wolff Wiese Magana LLC | 10,227 | $3.23M | 1.83% | −28−0.3% | Reduced |
| Sandy Cove Advisors, LLC | 10,235 | $3.23M | 1.03% | +98+1.0% | Added |
| Iams Wealth Management, LLC | 10,235 | $3.23M | 1.30% | −560−5.2% | Reduced |
| Addison Advisors LLC | 10,239 | $3.23M | 0.75% | −69−0.7% | Reduced |
| Capital Performance Advisors LLP | 10,240 | $3.23M | 0.53% | +538+5.5% | Added |
| Farrow Financial Inc. | 10,243 | $3.23M | 1.87% | +19+0.2% | Added |
| Brian Low Financial Group, LLC | 10,259 | $3.24M | 2.51% | +1,024+11.1% | Added |
| Hemington Wealth Management | 10,273 | $3.24M | 0.42% | +185+1.8% | Added |
| Applied Capital LLC | 10,301 | $3.25M | 2.32% | −20−0.2% | Reduced |
| Granite Group Advisors, LLC | 10,313 | $3.25M | 1.97% | +34+0.3% | Added |
| Alesco Advisors LLC | 10,318 | $3.25M | 0.09% | +2,144+26.2% | Added |
| Byrne Asset Management LLC | 10,337 | $3.26M | 2.03% | −242−2.3% | Reduced |
| ExodusPoint Capital Management, LP | 10,338 | $3.26M | 0.05% | −12,234−54.2% | Reduced |
| Triad Wealth Partners, LLC | 10,338 | $3.26M | 0.42% | +774+8.1% | Added |
| Hilltop National Bank | 10,345 | $3.26M | 0.80% | −77−0.7% | Reduced |
| Neumann Capital Management, LLC | 10,346 | $3.26M | 0.95% | −1,184−10.3% | Reduced |
| Oder Investment Management, LLC | 10,361 | $3.27M | 2.35% | −368−3.4% | Reduced |
| WealthBridge Capital Management, LLC | 10,367 | $3.27M | 0.77% | −428−4.0% | Reduced |
| Prosperity Financial Group, Inc. | 10,390 | $3.28M | 1.20% | +3,103+42.6% | Added |
| Kennebec Savings Bank | 10,426 | $3.29M | 3.00% | −23−0.2% | Reduced |
| Cacti Asset Management LLC | 10,410 | $3.29M | 0.22% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10,434 | $3.29M | 0.21% | −2,201−17.4% | Reduced |
| OMC Financial Services LTD | 10,435 | $3.29M | 1.22% | −10−0.1% | Reduced |
| Harmony Asset Management LLC | 10,460 | $3.30M | 1.14% | +409+4.1% | Added |
| Trillium Asset Management, LLC | 10,467 | $3.30M | 0.09% | −64−0.6% | Reduced |
| Fortem Financial Group, LLC | 10,484 | $3.31M | 0.95% | −794−7.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10,488 | $3.31M | 1.17% | +340+3.4% | Added |
| Blodgett Wealth Advisors, LLC | 10,491 | $3.31M | 2.42% | −649−5.8% | Reduced |
| Skye Global Management LP | 10,500 | $3.31M | 0.07% | +10,500 | New |
| Blueprint Financial Advisors LLC | 10,521 | $3.32M | 0.72% | +10,521 | New |
| U S Wealth Group, LLC. | 10,526 | $3.32M | 2.17% | +10.0% | Added |
| Balboa Wealth Partners | 10,530 | $3.32M | 0.57% | −76−0.7% | Reduced |
| Capital Advisors, Ltd. LLC | 10,539 | $3.32M | 0.38% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 10,541 | $3.33M | 2.48% | +10,541 | New |
| Financial Perspectives, Inc | 10,543 | $3.33M | 0.92% | +824+8.5% | Added |
| Bank of Jackson Hole Trust | 10,587 | $3.34M | 1.67% | +503+5.0% | Added |
| Personal Cfo Solutions, LLC | 10,589 | $3.34M | 0.59% | +207+2.0% | Added |
| Insight Wealth Strategies, LLC | 10,591 | $3.34M | 0.39% | −13−0.1% | Reduced |
| HMS Capital Management, LLC | 10,597 | $3.34M | 1.41% | −394−3.6% | Reduced |
| SHUTTLEWORTH & Co | 10,598 | $3.34M | 3.03% | +10,598 | New |
| 626 Financial, LLC | 10,618 | $3.35M | 1.48% | −123−1.1% | Reduced |
| RW Investment Management LLC | 10,627 | $3.35M | 0.35% | −73−0.7% | Reduced |
| Sierra Summit Advisors LLC | 10,636 | $3.35M | 0.51% | +88+0.8% | Added |
| MBL Wealth, LLC | 10,638 | $3.36M | 0.29% | +721+7.3% | Added |
| First Command Advisory Services, Inc. | 10,639 | $3.36M | 0.02% | +298+2.9% | Added |
| Bigelow Investment Advisors, LLC | 10,642 | $3.36M | 1.35% | −12−0.1% | Reduced |
| Beech Hill Advisors, Inc. | 10,648 | $3.36M | 1.57% | −1,409−11.7% | Reduced |
| GKV Capital Management Co., Inc. | 10,658 | $3.36M | 1.33% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 10,683 | $3.37M | 0.62% | +1,789+20.1% | Added |
| Valley National Advisers Inc | 10,696 | $3.37M | 0.52% | −1,127−9.5% | Reduced |
| Barrett & Company, Inc. | 10,699 | $3.37M | 1.16% | −173−1.6% | Reduced |
| Birinyi Associates Inc | 10,715 | $3.38M | 0.86% | +20.0% | Added |
| Consolidated Portfolio Review Corp | 10,732 | $3.39M | 0.43% | +429+4.2% | Added |
| Continental Advisors LLC | 10,735 | $3.39M | 2.29% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11,089 | $3.39M | 0.19% | −157−1.4% | Reduced |
| MEMBERS Trust Co | 10,755 | $3.39M | 0.11% | +29+0.3% | Added |
| First Financial Corp | 10,756 | $3.39M | 1.33% | −417−3.7% | Reduced |
| S.E.E.D. Planning Group LLC | 10,775 | $3.40M | 0.99% | −464−4.1% | Reduced |
| Kesler, Norman & Wride, LLC | 14,184 | $3.40M | 0.67% | −2,955−17.2% | Reduced |
| Letson Investment Management, Inc. | 10,792 | $3.40M | 1.22% | −64−0.6% | Reduced |
| Sonata Capital Group Inc | 10,800 | $3.41M | 1.26% | +100+0.9% | Added |
| Focused Wealth Management, Inc | 10,807 | $3.41M | 0.37% | +100+0.9% | Added |
| United Community Bank | 10,819 | $3.41M | 1.06% | +2,019+22.9% | Added |
| First Citizens Financial Corp | 10,821 | $3.41M | 1.69% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 10,826 | $3.42M | 3.39% | −1,308−10.8% | Reduced |
| XTX Topco Ltd | 10,835 | $3.42M | 0.18% | −7,007−39.3% | Reduced |
| Legacy Wealth Management, LLC | 10,835 | $3.42M | 1.03% | −1,613−13.0% | Reduced |
| Galaxy Digital Capital Management GP LLC | 10,835 | $3.42M | 3.34% | +452+4.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 10,836 | $3.42M | 0.48% | +231+2.2% | Added |
| Capital Planning Advisors, LLC | 10,836 | $3.42M | 0.47% | +4,778+78.9% | Added |
| Greater Midwest Financial Group, LLC | 10,840 | $3.42M | 2.21% | +198+1.9% | Added |
| Redhawk Wealth Advisors, Inc. | 10,891 | $3.44M | 0.40% | +334+3.2% | Added |
| Invst, LLC | 10,913 | $3.44M | 0.39% | −463−4.1% | Reduced |
| West Paces Advisors Inc. | 10,957 | $3.46M | 0.69% | −293−2.6% | Reduced |
| Rockingstone Advisors LLC | 10,962 | $3.46M | 1.71% | −200−1.8% | Reduced |
| Schrum Private Wealth Management LLC | 10,970 | $3.46M | 2.54% | −281−2.5% | Reduced |