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 |
|---|---|---|---|---|---|
| Sym Financial Corp | 10,970 | $3.46M | 0.37% | +862+8.5% | Added |
| Marble Harbor Investment Counsel, LLC | 10,974 | $3.46M | 0.36% | −100−0.9% | Reduced |
| Fortis Capital Advisors, LLC | 10,986 | $3.47M | 0.55% | −299−2.6% | Reduced |
| Scarborough Advisors, LLC | 10,990 | $3.47M | 0.61% | +9,180+507.2% | Added |
| Meadow Creek Wealth Advisors LLC | 11,649 | $3.48M | 2.31% | −290−2.4% | Reduced |
| Solitude Financial Services | 11,041 | $3.48M | 1.19% | +73+0.7% | Added |
| YANKCOM Partnership | 11,042 | $3.48M | 1.57% | −74−0.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 11,061 | $3.49M | 1.79% | +62+0.6% | Added |
| Fortune Financial Advisors, LLC | 11,071 | $3.49M | 2.63% | −25−0.2% | Reduced |
| Sentinus, LLC | 11,074 | $3.49M | 0.76% | +50+0.5% | Added |
| Ignite Planners, LLC | 11,075 | $3.49M | 0.57% | +141+1.3% | Added |
| Oak Hill Wealth Advisors, LLC | 11,093 | $3.50M | 0.66% | +32+0.3% | Added |
| Crux Wealth Advisors | 11,093 | $3.50M | 1.39% | −37−0.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 11,104 | $3.50M | 1.46% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 11,113 | $3.51M | 0.57% | +642+6.1% | Added |
| Moss Adams Wealth Advisors LLC | 11,130 | $3.51M | 0.27% | +157+1.4% | Added |
| Cranbrook Wealth Management, LLC | 11,154 | $3.52M | 0.71% | −92−0.8% | Reduced |
| Camarda Financial Advisors, LLC | 11,166 | $3.52M | 1.30% | +396+3.7% | Added |
| Peak Planning Group, LLC | 11,168 | $3.52M | 1.84% | +21+0.2% | Added |
| G&S Capital LLC | 11,179 | $3.53M | 1.30% | −231−2.0% | Reduced |
| Clare Market Investments LLC | 11,198 | $3.53M | 0.71% | +20.0% | Added |
| Aspetuck Financial Management LLC | 11,209 | $3.54M | 2.42% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 11,386 | $3.54M | 0.55% | +1,117+10.9% | Added |
| Brady Martz Wealth Solutions, LLC | 11,242 | $3.55M | 0.64% | +17+0.2% | Added |
| Financial Management Professionals, Inc. | 11,277 | $3.56M | 0.37% | +38+0.3% | Added |
| Roman Butler Fullerton & Co | 11,646 | $3.56M | 0.95% | +200+1.7% | Added |
| Bradyco, Inc. | 11,287 | $3.56M | 4.04% | +212+1.9% | Added |
| St. Johns Investment Management Company, LLC | 11,308 | $3.57M | 1.52% | +314+2.9% | Added |
| Gilbert & Cook, Inc. | 11,314 | $3.57M | 0.46% | −289−2.5% | Reduced |
| Montz Harcus Wealth Management LLC | 11,314 | $3.57M | 1.56% | +927+8.9% | Added |
| Well Done, LLC | 11,327 | $3.57M | 0.61% | +50.0% | Added |
| Providence First Trust Co | 11,337 | $3.58M | 1.24% | −1,544−12.0% | Reduced |
| Millstone Evans Group, LLC | 11,355 | $3.58M | 2.28% | −82−0.7% | Reduced |
| Spahn Wealth & Retirement LLC | 11,358 | $3.58M | 2.12% | −248−2.1% | Reduced |
| Channel Wealth LLC | 11,364 | $3.58M | 0.96% | +55+0.5% | Added |
| Seven Mile Advisory | 11,368 | $3.59M | 0.58% | +3,008+36.0% | Added |
| Cookson Peirce & Co Inc | 11,370 | $3.59M | 0.15% | +190+1.7% | Added |
| DMKC Advisory Services, LLC | 11,395 | $3.59M | 1.82% | −695−5.7% | Reduced |
| Davidson Capital Management Inc. | 11,402 | $3.60M | 0.80% | +11,402 | New |
| Miller Investment Management, LP | 11,410 | $3.60M | 0.36% | −7,525−39.7% | Reduced |
| Calton & Associates, Inc. | 11,428 | $3.60M | 0.54% | +297+2.7% | Added |
| Mainstay Capital Management LLC | 11,448 | $3.61M | 0.36% | −11,470−50.0% | Reduced |
| Financial Advisors, LLC | 11,467 | $3.62M | 0.64% | −670−5.5% | Reduced |
| Aldebaran Capital, LLC | 11,482 | $3.62M | 3.33% | −425−3.6% | Reduced |
| Correct Capital Wealth Management | 11,490 | $3.62M | 0.67% | −282−2.4% | Reduced |
| Hudson Canyon Capital Management | 11,722 | $3.63M | 2.08% | −762−6.1% | Reduced |
| Audent Global Asset Management, LLC | 11,497 | $3.63M | 2.64% | +338+3.0% | Added |
| Mitchell Sinkler & Starr | 11,509 | $3.63M | 1.63% | −150−1.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 11,509 | $3.63M | 0.52% | −284−2.4% | Reduced |
| Palumbo Wealth Management LLC | 12,402 | $3.63M | 1.16% | +404+3.4% | Added |
| Auxano Advisors, LLC | 11,526 | $3.64M | 0.77% | +18+0.2% | Added |
| CVA Family Office, LLC | 11,550 | $3.64M | 0.47% | +68+0.6% | Added |
| LCNB Corp | 11,555 | $3.64M | 1.28% | −655−5.4% | Reduced |
| Pinnacle Holdings, LLC | 11,578 | $3.65M | 1.27% | −48−0.4% | Reduced |
| Hartford Funds Management Co LLC | 11,583 | $3.65M | 0.31% | −5,338−31.5% | Reduced |
| Summit Asset Management, LLC | 11,595 | $3.66M | 0.56% | 00.0% | Unchanged |
| Drake & Associates, LLC | 11,755 | $3.66M | 0.77% | −2,908−19.8% | Reduced |
| Cito Capital Group, LLC | 11,619 | $3.67M | 1.06% | −3,994−25.6% | Reduced |
| Tempus Wealth Planning, LLC | 11,623 | $3.67M | 0.84% | −461−3.8% | Reduced |
| CRA Financial Services, LLC | 11,624 | $3.67M | 0.50% | +324+2.9% | Added |
| Aldebaran Financial Inc. | 11,628 | $3.67M | 3.67% | +131+1.1% | Added |
| Core Wealth Partners LLC | 11,674 | $3.68M | 1.69% | +1,451+14.2% | Added |
| Slocum, Gordon & Co LLP | 11,678 | $3.68M | 2.94% | +305+2.7% | Added |
| Lee Financial Co | 11,682 | $3.68M | 0.46% | +784+7.2% | Added |
| Exchange Bank | 11,685 | $3.69M | 2.56% | +693+6.3% | Added |
| Total Clarity Wealth Management, Inc. | 11,693 | $3.69M | 0.98% | +368+3.2% | Added |
| Woodward Diversified Capital, LLC | 11,704 | $3.69M | 1.72% | −48−0.4% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 11,719 | $3.70M | 0.20% | +11,719 | New |
| Lakeridge Wealth Management LLC | 11,721 | $3.70M | 1.64% | +72+0.6% | Added |
| Finivi Inc. | 11,730 | $3.70M | 2.36% | +16+0.1% | Added |
| Fieldview Capital Management, LLC | 11,773 | $3.71M | 0.61% | +4,232+56.1% | Added |
| Axecap Investments, LLC | 11,774 | $3.71M | 2.29% | −386−3.2% | Reduced |
| Inscription Capital, LLC | 11,781 | $3.72M | 0.40% | +957+8.8% | Added |
| Morton Capital Management LLC | 11,782 | $3.72M | 0.61% | −891−7.0% | Reduced |
| Patton Fund Management, Inc. | 11,792 | $3.72M | 0.67% | −808−6.4% | Reduced |
| Security Financial Services, INC. | 11,811 | $3.73M | 0.60% | +3,168+36.7% | Added |
| Fortress Wealth Group, LLC | 12,197 | $3.73M | 1.61% | +160+1.3% | Added |
| Orleans Capital Management Corp | 11,845 | $3.74M | 2.41% | −3,793−24.3% | Reduced |
| Gallagher Capital Advisors, LLC | 12,136 | $3.74M | 2.17% | −109−0.9% | Reduced |
| Lindenwold Advisors | 11,881 | $3.75M | 1.77% | +67+0.6% | Added |
| Davidson Trust Co | 11,892 | $3.75M | 1.55% | −695−5.5% | Reduced |
| Manchester Capital Management LLC | 11,935 | $3.76M | 0.51% | −4,972−29.4% | Reduced |
| Optimum Investment Advisors | 11,946 | $3.77M | 1.50% | −293−2.4% | Reduced |
| Eads & Heald Wealth Management | 11,965 | $3.77M | 1.80% | −551−4.4% | Reduced |
| Cozad Asset Management Inc | 11,973 | $3.78M | 0.30% | −468−3.8% | Reduced |
| BSW Wealth Partners | 11,979 | $3.78M | 0.47% | +10.0% | Added |
| Strong Tower Advisory Services | 11,985 | $3.78M | 0.72% | −199−1.6% | Reduced |
| Lantern Wealth Advisors, LLC | 11,985 | $3.78M | 2.00% | −1,275−9.6% | Reduced |
| Wealth Management Partners, LLC | 12,057 | $3.80M | 1.21% | −106−0.9% | Reduced |
| Sunpointe, LLC | 12,133 | $3.83M | 1.38% | +17+0.1% | Added |
| TradeWell Securities, LLC. | 12,333 | $3.83M | 1.61% | +34+0.3% | Added |
| Gleason Group, Inc. | 12,151 | $3.83M | 0.38% | −50.0% | Reduced |
| Aristotle Capital Management, LLC | 12,158 | $3.83M | 0.01% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 12,167 | $3.84M | 1.48% | +1,207+11.0% | Added |
| Victrix Investment Advisors | 12,171 | $3.84M | 2.10% | +348+2.9% | Added |
| Court Place Advisors, LLC | 12,185 | $3.84M | 1.16% | −429−3.4% | Reduced |
| Ellerson Group Inc | 12,195 | $3.85M | 2.39% | −9−0.1% | Reduced |
| Virtus Wealth Solutions LLC | 12,207 | $3.85M | 0.74% | −36−0.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,677 | $3.86M | 1.29% | −29−0.2% | Reduced |
| Wulff, Hansen & Co. | 12,231 | $3.86M | 3.32% | 00.0% | Unchanged |