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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 13,903 | $4.39M | 0.37% | −51−0.4% | Reduced |
| Breakwater Capital Group | 13,903 | $4.39M | 0.65% | −36−0.3% | Reduced |
| Uhlmann Price Securities, LLC | 13,932 | $4.39M | 2.69% | −320−2.2% | Reduced |
| DAGCO, Inc. | 13,936 | $4.40M | 1.11% | −14−0.1% | Reduced |
| Twin Lakes Capital Management, LLC | 13,942 | $4.40M | 2.03% | +34+0.2% | Added |
| QV Investors Inc. | 13,965 | $4.41M | 0.38% | −6,870−33.0% | Reduced |
| Cim Investment Mangement Inc | 13,983 | $4.41M | 1.20% | −12,933−48.0% | Reduced |
| Silver Oak Securities, Inc | 14,009 | $4.42M | 0.33% | +6,007+75.1% | Added |
| BankPlus Trust Department | 14,028 | $4.42M | 1.18% | −599−4.1% | Reduced |
| Aull & Monroe Investment Management Corp | 14,051 | $4.43M | 2.26% | +879+6.7% | Added |
| Orca Wealth Management, LLC | 14,063 | $4.44M | 3.36% | −84−0.6% | Reduced |
| SWS Partners | 14,090 | $4.44M | 1.08% | +526+3.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 14,092 | $4.44M | 0.91% | −216−1.5% | Reduced |
| Weatherly Asset Management L. P. | 14,097 | $4.45M | 0.37% | +55+0.4% | Added |
| Beacon Financial Advisory LLC | 14,115 | $4.45M | 1.03% | +968+7.4% | Added |
| Sittner & Nelson, LLC | 14,148 | $4.46M | 1.62% | −33−0.2% | Reduced |
| Fiduciary Family Office, LLC | 14,149 | $4.46M | 1.27% | −89−0.6% | Reduced |
| Winton Group Ltd | 14,153 | $4.46M | 0.17% | +7,226+104.3% | Added |
| Jefferies Financial Group Inc. | 14,159 | $4.47M | 0.04% | −20,838−59.5% | Reduced |
| Green Harvest Asset Management LLC | 14,163 | $4.47M | 0.07% | +621+4.6% | Added |
| Revolve Wealth Partners, LLC | 14,165 | $4.47M | 0.54% | +123+0.9% | Added |
| Old Mission Investment Co LLC | 14,180 | $4.47M | 1.09% | +1,588+12.6% | Added |
| Congress Park Capital LLC | 14,181 | $4.47M | 1.39% | +323+2.3% | Added |
| Kiley Juergens Wealth Management, LLC | 14,194 | $4.48M | 0.99% | −283−2.0% | Reduced |
| Affinity Investment Advisors, LLC | 14,209 | $4.48M | 3.03% | −596−4.0% | Reduced |
| Sawyer & Company, Inc | 15,465 | $4.48M | 1.69% | +583+3.9% | Added |
| Phoenix Wealth Advisors | 14,215 | $4.48M | 1.72% | +46+0.3% | Added |
| Southland Equity Partners LLC | 14,234 | $4.49M | 0.91% | −47−0.3% | Reduced |
| B&L Asset Management LLC | 14,235 | $4.49M | 2.30% | −105−0.7% | Reduced |
| BOS Asset Management, LLC | 14,242 | $4.49M | 1.27% | +443+3.2% | Added |
| Tred Avon Family Wealth, LLC | 14,297 | $4.51M | 1.55% | +14,297 | New |
| Greenup Street Wealth Management LLC | 14,303 | $4.51M | 0.69% | +892+6.7% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 14,338 | $4.52M | 1.57% | −219−1.5% | Reduced |
| Marshall Investment Management, LLC | 14,366 | $4.53M | 2.40% | +12,925+896.9% | Added |
| Weik Capital Management | 14,372 | $4.53M | 1.69% | −100−0.7% | Reduced |
| Titleist Asset Management, LLC | 14,397 | $4.54M | 0.40% | +375+2.7% | Added |
| Empirical Asset Management, LLC | 18,892 | $4.55M | 1.26% | +4,874+34.8% | Added |
| Saxon Interests, Inc. | 15,111 | $4.55M | 1.78% | +1,310+9.5% | Added |
| Jackson Hole Capital Partners, LLC | 14,479 | $4.57M | 0.78% | −102−0.7% | Reduced |
| Prestige Wealth Management Group LLC | 14,483 | $4.57M | 0.88% | +171+1.2% | Added |
| Pinnacle West Asset Management, Inc. | 14,490 | $4.57M | 2.96% | −100−0.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 14,513 | $4.57M | 0.04% | +4,205+40.8% | Added |
| Highline Wealth Partners LLC | 14,520 | $4.58M | 1.23% | −58−0.4% | Reduced |
| Weil Company, Inc. | 14,522 | $4.58M | 1.10% | −225−1.5% | Reduced |
| Alta Advisers Ltd | 14,524 | $4.58M | 1.40% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 14,529 | $4.58M | 1.98% | +33+0.2% | Added |
| Prosperitas Financial LLC | 14,538 | $4.59M | 1.90% | +254+1.8% | Added |
| Meriwether Wealth & Planning, LLC | 14,558 | $4.59M | 2.66% | −244−1.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 14,566 | $4.59M | 0.50% | +661+4.8% | Added |
| Peterson Wealth Management | 14,571 | $4.60M | 3.18% | −1,674−10.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 14,577 | $4.60M | 1.44% | +6,352+77.2% | Added |
| Peoples Financial Services Corp. | 14,597 | $4.60M | 2.08% | −52−0.4% | Reduced |
| Chapman Financial Group, LLC | 14,605 | $4.61M | 3.18% | +974+7.1% | Added |
| Nvest Financial, LLC | 14,614 | $4.61M | 2.65% | −4,733−24.5% | Reduced |
| Blue Capital, Inc. | 14,622 | $4.61M | 3.43% | −37−0.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,663 | $4.63M | 0.84% | +353+2.5% | Added |
| Hicks Capital Management LLC | 14,682 | $4.63M | 7.57% | −665−4.3% | Reduced |
| Quotient Wealth Partners, LLC | 14,704 | $4.64M | 0.13% | +488+3.4% | Added |
| Boit C F David | 14,751 | $4.65M | 2.11% | 00.0% | Unchanged |
| Summit Global Investments | 14,765 | $4.66M | 0.27% | −23,859−61.8% | Reduced |
| Brasada Capital Management, LP | 15,153 | $4.66M | 0.79% | +616+4.2% | Added |
| Roof Eidam & Maycock | 14,791 | $4.67M | 1.13% | −183−1.2% | Reduced |
| Tounjian Advisory Partners, LLC | 14,828 | $4.68M | 1.57% | −9,016−37.8% | Reduced |
| Flavin Financial Services, Inc. | 14,830 | $4.68M | 3.32% | +430+3.0% | Added |
| Aberdeen Wealth Management LLC | 14,833 | $4.68M | 2.94% | −300−2.0% | Reduced |
| VCI Wealth Management LLC | 14,861 | $4.69M | 1.42% | +3,036+25.7% | Added |
| Maseco LLP | 14,880 | $4.69M | 0.23% | −56−0.4% | Reduced |
| Canopy Partners, LLC | 14,894 | $4.70M | 1.57% | +156+1.1% | Added |
| Integral Investment Advisors, Inc. | 14,900 | $4.70M | 1.27% | +177+1.2% | Added |
| Marks Group Wealth Management, Inc | 14,912 | $4.70M | 0.44% | −71−0.5% | Reduced |
| Elyxium Wealth, LLC | 14,934 | $4.71M | 1.64% | +93+0.6% | Added |
| Lodestone Wealth Management LLC | 14,965 | $4.72M | 2.12% | +84+0.6% | Added |
| Investment House LLC | 14,981 | $4.73M | 0.22% | +8,665+137.2% | Added |
| GTS Securities LLC | 14,993 | $4.73M | 0.18% | +4,564+43.8% | Added |
| Bleichroeder LP | 15,000 | $4.73M | 0.92% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 15,022 | $4.74M | 0.32% | −287−1.9% | Reduced |
| Stillwater Wealth Management Group | 15,025 | $4.74M | 3.32% | +15,025 | New |
| ZEGA Investments, LLC | 15,035 | $4.74M | 1.09% | +7,339+95.4% | Added |
| Vectors Research Management, LLC | 15,046 | $4.75M | 1.50% | −150−1.0% | Reduced |
| Elevatus Welath Management | 15,047 | $4.75M | 1.37% | +281+1.9% | Added |
| Regal Investment Advisors LLC | 15,056 | $4.75M | 0.31% | +680+4.7% | Added |
| Twelve Points Wealth Management LLC | 15,065 | $4.75M | 1.18% | −15−0.1% | Reduced |
| NVWM, LLC | 15,101 | $4.76M | 1.07% | −361−2.3% | Reduced |
| Alteri Wealth LLC | 15,120 | $4.77M | 1.64% | −160−1.0% | Reduced |
| KLCM Advisors, Inc. | 15,147 | $4.78M | 0.48% | −780−4.9% | Reduced |
| Van Cleef Asset Management,Inc | 15,165 | $4.78M | 0.49% | −1,455−8.8% | Reduced |
| Convergence Financial, LLC | 15,190 | $4.79M | 0.72% | −291−1.9% | Reduced |
| SFMG, LLC | 15,195 | $4.79M | 0.33% | +477+3.2% | Added |
| Crescent Sterling, Ltd. | 15,213 | $4.80M | 5.05% | −472−3.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 15,251 | $4.81M | 1.17% | −164−1.1% | Reduced |
| West Family Investments, Inc. | 15,288 | $4.82M | 1.08% | +138+0.9% | Added |
| Chung Wu Investment Group, LLC | 15,317 | $4.83M | 4.02% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 15,322 | $4.83M | 2.83% | −1,347−8.1% | Reduced |
| Natural Investments, LLC | 15,326 | $4.83M | 1.20% | −32−0.2% | Reduced |
| Grandview Asset Management LLC | 15,327 | $4.83M | 1.36% | +520+3.5% | Added |
| Tower Trust & Investment Co | 15,373 | $4.85M | 3.26% | −497−3.1% | Reduced |
| Delta Accumulation, LLC | 23,006 | $4.85M | 27.37% | +20.0% | Added |
| Hudson Value Partners, LLC | 15,409 | $4.86M | 1.53% | −2,148−12.2% | Reduced |
| TCI Wealth Advisors, Inc. | 15,412 | $4.86M | 0.29% | +271+1.8% | Added |
| Accent Capital Management, LLC | 15,422 | $4.86M | 2.06% | +233+1.5% | Added |