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 |
|---|---|---|---|---|---|
| Cannon Advisors, Inc. | 13,134 | $3.87M | 2.60% | −38−0.3% | Reduced |
| Northern Financial Advisors Inc | 12,277 | $3.87M | 2.03% | +1,201+10.8% | Added |
| Etesian Wealth Advisors, Inc. | 12,306 | $3.88M | 1.28% | −223−1.8% | Reduced |
| Advisors Preferred, LLC | 12,500 | $3.88M | 0.57% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 12,338 | $3.89M | 1.87% | +520+4.4% | Added |
| Invesco, LLC | 12,346 | $3.89M | 1.32% | −72−0.6% | Reduced |
| Berger Financial Group, Inc | 12,373 | $3.90M | 0.23% | +35+0.3% | Added |
| MB, Levis & Associates, LLC | 12,373 | $3.90M | 1.69% | −1,867−13.1% | Reduced |
| Blue Square Asset Management, LLC | 12,471 | $3.93M | 1.72% | +43+0.3% | Added |
| Canvas Wealth Advisors, LLC | 12,695 | $3.94M | 0.72% | +37+0.3% | Added |
| Nicholas Hoffman & Company, LLC. | 12,482 | $3.94M | 0.10% | +270+2.2% | Added |
| Advisory Alpha, LLC | 12,803 | $3.94M | 0.11% | −241−1.8% | Reduced |
| Cumberland Partners Ltd | 12,514 | $3.95M | 0.26% | +12,514 | New |
| Crewe Advisors LLC | 12,517 | $3.95M | 0.38% | +12,517 | New |
| Bernard Wealth Management Corp. | 12,558 | $3.96M | 1.65% | +39+0.3% | Added |
| Precedent Wealth Partners, LLC | 12,564 | $3.96M | 0.87% | +717+6.1% | Added |
| PYA Waltman Capital, LLC | 12,570 | $3.96M | 1.06% | −469−3.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 12,577 | $3.97M | 1.71% | +519+4.3% | Added |
| Mirae Asset Securities (USA) Inc. | 12,585 | $3.97M | 0.17% | +12,585 | New |
| Aire Advisors, LLC | 12,585 | $3.97M | 0.72% | +15+0.1% | Added |
| Carl P. Sherr & Co., LLC | 12,602 | $3.97M | 1.88% | +14+0.1% | Added |
| Jeppson Wealth Management, LLC | 12,605 | $3.98M | 1.27% | −51−0.4% | Reduced |
| Monument Capital Management | 12,644 | $3.99M | 1.00% | −897−6.6% | Reduced |
| Acorn Wealth Advisors, LLC | 12,648 | $3.99M | 1.25% | +8+0.1% | Added |
| WBH Advisory Inc | 12,662 | $3.99M | 0.30% | +73+0.6% | Added |
| Allred Capital Management, LLC | 12,670 | $4.00M | 1.39% | +515+4.2% | Added |
| Garrett Investment Advisors LLC | 12,672 | $4.00M | 0.33% | −433−3.3% | Reduced |
| Hager Investment Management Services, LLC | 12,673 | $4.00M | 2.16% | −951−7.0% | Reduced |
| Cynosure Management, LLC | 12,702 | $4.01M | 0.44% | −3,005−19.1% | Reduced |
| Caldwell Investment Management Ltd. | 12,700 | $4.01M | 2.63% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 12,710 | $4.01M | 1.33% | −3,054−19.4% | Reduced |
| Greenwich Wealth Management LLC | 12,713 | $4.01M | 0.20% | +51+0.4% | Added |
| MGB Wealth Management, LLC | 12,726 | $4.01M | 1.13% | −363−2.8% | Reduced |
| Retirement Planning Group | 12,734 | $4.02M | 0.14% | +5,071+66.2% | Added |
| ORG Wealth Partners, LLC | 12,724 | $4.02M | 0.86% | +1,831+16.8% | Added |
| Myriad Asset Management US LP | 12,772 | $4.03M | 2.19% | +12,772 | New |
| Brendel Financial Advisors LLC | 12,815 | $4.04M | 2.08% | −76−0.6% | Reduced |
| Vicus Capital | 12,815 | $4.04M | 0.31% | −165−1.3% | Reduced |
| Golden State Wealth Management, LLC | 12,846 | $4.05M | 0.45% | +192+1.5% | Added |
| First National Bank of Hutchinson | 12,855 | $4.05M | 2.15% | +974+8.2% | Added |
| Burford Brothers, Inc. | 12,869 | $4.06M | 1.74% | −10.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 12,920 | $4.08M | 1.12% | −2,712−17.3% | Reduced |
| MCF Advisors LLC | 12,942 | $4.08M | 0.25% | −84−0.6% | Reduced |
| Alaethes Wealth LLC | 12,978 | $4.09M | 1.16% | −1,006−7.2% | Reduced |
| Ulysses Management LLC | 13,000 | $4.10M | 0.95% | 00.0% | Unchanged |
| EULAV Asset Management | 13,000 | $4.10M | 0.10% | 00.0% | Unchanged |
| Peoples Bank | 13,018 | $4.11M | 2.52% | +3,150+31.9% | Added |
| Heartland Bank & Trust Co | 13,021 | $4.11M | 1.70% | −529−3.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 13,024 | $4.11M | 1.01% | −106−0.8% | Reduced |
| Guardian Capital LP | 13,033 | $4.11M | 0.13% | +997+8.3% | Added |
| Abundance Wealth Counselors | 13,035 | $4.11M | 0.70% | −1,060−7.5% | Reduced |
| Traphagen Investment Advisors LLC | 13,058 | $4.12M | 0.35% | −516−3.8% | Reduced |
| Benedict Financial Advisors Inc | 13,064 | $4.12M | 0.89% | −313−2.3% | Reduced |
| Global Financial Private Client, LLC | 13,079 | $4.13M | 1.47% | −103−0.8% | Reduced |
| Chapman Investment Management, LLC | 13,121 | $4.14M | 2.94% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 13,139 | $4.14M | 1.98% | +58+0.4% | Added |
| LM Advisors LLC | 13,162 | $4.15M | 0.60% | +110+0.8% | Added |
| Winthrop Capital Management, LLC | 13,208 | $4.17M | 1.01% | +183+1.4% | Added |
| GSB Wealth Management, LLC | 13,259 | $4.18M | 0.95% | −925−6.5% | Reduced |
| Select Asset Management & Trust | 13,262 | $4.18M | 1.29% | 00.0% | Unchanged |
| Turn8 Private Wealth Inc. | 13,269 | $4.19M | 3.00% | −274−2.0% | Reduced |
| LMG Wealth Partners, LLC | 13,286 | $4.19M | 0.78% | +21+0.2% | Added |
| Stiles Financial Services Inc | 13,291 | $4.19M | 1.32% | +925+7.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 13,316 | $4.20M | 2.33% | −256−1.9% | Reduced |
| Northstar Asset Management LLC | 13,325 | $4.20M | 0.90% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 13,326 | $4.20M | 1.51% | −296−2.2% | Reduced |
| Waddell & Associates, LLC | 13,327 | $4.20M | 0.36% | +2,305+20.9% | Added |
| Wealth Architects, LLC | 13,334 | $4.21M | 0.40% | −137−1.0% | Reduced |
| Royal Harbor Partners, LLC | 13,374 | $4.22M | 1.43% | −8−0.1% | Reduced |
| Arlington Trust Co LLC | 13,382 | $4.22M | 0.76% | +82+0.6% | Added |
| Highview Capital Management LLC | 13,390 | $4.22M | 1.55% | −211−1.6% | Reduced |
| J.Safra Asset Management Corp | 13,421 | $4.23M | 0.26% | +844+6.7% | Added |
| Argus Investors' Counsel, Inc. | 13,426 | $4.24M | 3.37% | −1,903−12.4% | Reduced |
| Schear Investment Advisers, LLC | 13,431 | $4.24M | 1.89% | +63+0.5% | Added |
| Twin City Private Wealth, LLC | 13,455 | $4.24M | 3.31% | +1,059+8.5% | Added |
| One Charles Private Wealth Services, LLC | 13,463 | $4.25M | 1.12% | −234−1.7% | Reduced |
| Resolute Wealth Strategies, LLC | 13,491 | $4.26M | 1.95% | +235+1.8% | Added |
| Insight Inv LLC | 13,495 | $4.26M | 2.50% | +93+0.7% | Added |
| Account Management LLC | 13,513 | $4.26M | 4.54% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 13,517 | $4.26M | 0.42% | +215+1.6% | Added |
| Signature Wealth Management Partners, LLC | 13,527 | $4.27M | 2.23% | +130+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 13,555 | $4.28M | 0.77% | +225+1.7% | Added |
| Sterling Investment Counsel, LLC | 13,567 | $4.28M | 1.37% | +6,001+79.3% | Added |
| Aft, Forsyth & Sober, LLC | 13,600 | $4.29M | 1.33% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 13,632 | $4.30M | 1.99% | −284−2.0% | Reduced |
| Overbrook Management Corp | 13,642 | $4.30M | 0.77% | −17,220−55.8% | Reduced |
| Florida Financial Advisors, LLC | 13,682 | $4.32M | 1.33% | +2,579+23.2% | Added |
| Falcon Wealth Planning | 13,687 | $4.32M | 0.39% | +329+2.5% | Added |
| Prudent Man Advisors, LLC | 13,705 | $4.32M | 1.59% | −5,314−27.9% | Reduced |
| Loudon Investment Management, LLC | 13,755 | $4.34M | 2.27% | −78−0.6% | Reduced |
| Marion Wealth Management | 13,783 | $4.35M | 1.03% | −32−0.2% | Reduced |
| Park Edge Advisors, LLC | 13,792 | $4.35M | 1.00% | +681+5.2% | Added |
| Legacy Capital Group California, Inc. | 13,804 | $4.35M | 1.11% | −1,065−7.2% | Reduced |
| Beck Capital Management, LLC | 13,815 | $4.36M | 1.00% | +64+0.5% | Added |
| First Dallas Securities Inc. | 13,816 | $4.36M | 1.63% | −260−1.8% | Reduced |
| Greenline Partners, LLC | 13,846 | $4.37M | 0.53% | −970−6.5% | Reduced |
| Quent Capital, LLC | 13,857 | $4.37M | 0.37% | +57+0.4% | Added |
| Ballast, Inc. | 13,862 | $4.37M | 1.06% | −132−0.9% | Reduced |
| Hartline Investment Corp | 13,876 | $4.38M | 0.45% | +39+0.3% | Added |
| FWL Investment Management, LLC | 13,882 | $4.38M | 1.14% | −1,014−6.8% | Reduced |