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 |
|---|---|---|---|---|---|
| Integrity Financial Corp | 15,439 | $4.87M | 2.33% | +232+1.5% | Added |
| Rydar Equities, Inc. | 15,681 | $4.87M | 3.90% | −402−2.5% | Reduced |
| Purus Wealth Management, LLC | 15,468 | $4.88M | 1.56% | +10.0% | Added |
| Holistic Financial Partners | 15,469 | $4.88M | 2.00% | +125+0.8% | Added |
| Cambria Investment Management, L.P. | 15,469 | $4.88M | 0.30% | +3,068+24.7% | Added |
| Centric Wealth Management | 15,683 | $4.88M | 1.09% | +649+4.3% | Added |
| Biltmore Family Office, LLC | 15,476 | $4.88M | 0.69% | +1,813+13.3% | Added |
| Martin & Co Inc | 15,491 | $4.89M | 0.87% | +87+0.6% | Added |
| Chatham Capital Group, Inc. | 15,510 | $4.89M | 0.70% | +75+0.5% | Added |
| JPL Wealth Management, LLC | 15,538 | $4.90M | 1.16% | −382−2.4% | Reduced |
| Ironwood Financial, llc | 15,580 | $4.91M | 0.87% | +180+1.2% | Added |
| MJP Associates Inc | 15,587 | $4.92M | 0.65% | +211+1.4% | Added |
| Eclectic Associates Inc | 15,616 | $4.93M | 0.90% | −2,318−12.9% | Reduced |
| First City Capital Management, Inc. | 15,623 | $4.93M | 2.66% | −487−3.0% | Reduced |
| Clear Creek Financial Management, LLC | 15,634 | $4.93M | 0.43% | −57−0.4% | Reduced |
| Verus Capital Partners, LLC | 15,635 | $4.93M | 0.38% | +1,151+7.9% | Added |
| Ullmann Financial Group, Inc. | 15,656 | $4.94M | 0.54% | +152+1.0% | Added |
| TBH Global Asset Management, LLC | 15,685 | $4.95M | 0.97% | +183+1.2% | Added |
| CFS Investment Advisory Services, LLC | 16,474 | $4.95M | 0.37% | +515+3.2% | Added |
| Dillon & Associates Inc | 15,715 | $4.95M | 0.64% | −109−0.7% | Reduced |
| BCGM Wealth Management, LLC | 15,773 | $4.98M | 1.29% | −2,477−13.6% | Reduced |
| HF Advisory Group, LLC | 15,788 | $4.98M | 1.83% | +637+4.2% | Added |
| National Philanthropic Trust | 15,805 | $4.99M | 0.06% | +935+6.3% | Added |
| Trivant Custom Portfolio Group, LLC | 15,817 | $4.99M | 2.56% | −113−0.7% | Reduced |
| GoalVest Advisory LLC | 15,823 | $4.99M | 1.06% | +297+1.9% | Added |
| Hanson & Doremus Investment Management | 15,829 | $4.99M | 0.63% | −1,345−7.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 15,852 | $5.00M | 1.03% | +1,102+7.5% | Added |
| CNB Bank | 15,880 | $5.01M | 2.09% | +437+2.8% | Added |
| Convergence Investment Partners, LLC | 15,890 | $5.01M | 1.12% | −1,455−8.4% | Reduced |
| FLC Capital Advisors | 15,921 | $5.02M | 0.97% | −36−0.2% | Reduced |
| Legacy Advisors, LLC | 15,931 | $5.03M | 0.62% | +15,931 | New |
| Jessup Wealth Management, Inc | 15,931 | $5.03M | 1.87% | +60+0.4% | Added |
| Lafayette Investments, Inc. | 16,009 | $5.05M | 0.97% | −37−0.2% | Reduced |
| Institute for Wealth Management, LLC. | 16,040 | $5.06M | 0.53% | −75−0.5% | Reduced |
| Raelipskie Partnership | 16,048 | $5.06M | 2.17% | −130−0.8% | Reduced |
| Enterprise Financial Services Corp | 16,072 | $5.07M | 2.61% | −186−1.1% | Reduced |
| Crews Bank & Trust | 16,080 | $5.07M | 0.74% | −151−0.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 16,163 | $5.10M | 0.08% | −3,177−16.4% | Reduced |
| Viewpoint Investment Partners Corp | 17,590 | $5.10M | 2.79% | 00.0% | Unchanged |
| Outfitter Financial LLC | 16,212 | $5.11M | 4.14% | −500−3.0% | Reduced |
| Pacitti Group Inc. | 16,273 | $5.13M | 1.99% | +614+3.9% | Added |
| Condor Capital Management | 16,294 | $5.14M | 0.42% | −40.0% | Reduced |
| Monograph Wealth Advisors, LLC | 16,334 | $5.15M | 0.52% | +16,334 | New |
| Register Financial Advisors LLC | 16,335 | $5.15M | 2.03% | −133−0.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,346 | $5.16M | 1.11% | −185−1.1% | Reduced |
| Optas, LLC | 16,396 | $5.17M | 0.88% | +83+0.5% | Added |
| Central Pacific Bank - Trust Division | 16,408 | $5.18M | 0.63% | −230−1.4% | Reduced |
| Interchange Capital Partners, LLC | 16,414 | $5.18M | 1.01% | +2,115+14.8% | Added |
| FSM Wealth Advisors, LLC | 16,418 | $5.18M | 0.73% | +956+6.2% | Added |
| Integrity Alliance, LLC. | 16,446 | $5.19M | 0.24% | +2,806+20.6% | Added |
| Tandem Capital Management Corp | 16,462 | $5.19M | 2.42% | +22+0.1% | Added |
| Sawgrass Asset Management LLC | 16,499 | $5.20M | 0.64% | +66+0.4% | Added |
| Central Bank & Trust Co | 16,503 | $5.21M | 0.82% | −256−1.5% | Reduced |
| KP Management LLC | 16,527 | $5.21M | 1.83% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 16,530 | $5.21M | 0.39% | +911+5.8% | Added |
| Park Place Capital Corp | 16,597 | $5.24M | 1.11% | −384−2.3% | Reduced |
| Catherine Avery Investment Management LLC | 16,608 | $5.24M | 3.37% | +1,779+12.0% | Added |
| Gs Investments, Inc. | 16,622 | $5.24M | 2.60% | +2,598+18.5% | Added |
| Magnolia Capital Advisors LLC | 16,625 | $5.24M | 1.37% | −596−3.5% | Reduced |
| Antonelli Financial Advisors, LLC | 16,639 | $5.25M | 3.57% | −155−0.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 16,662 | $5.26M | 2.37% | −100−0.6% | Reduced |
| Searle & Co. | 16,692 | $5.27M | 1.39% | +21+0.1% | Added |
| FSB Premier Wealth Management, Inc. | 16,698 | $5.27M | 1.73% | +1,038+6.6% | Added |
| Vision Financial Markets LLC | 16,701 | $5.27M | 4.50% | +20.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,711 | $5.27M | 1.57% | +80+0.5% | Added |
| Watts Gwilliam & Co., LLC | 16,711 | $5.27M | 0.85% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 16,763 | $5.29M | 4.21% | −159−0.9% | Reduced |
| Wills Financial Group LLC | 16,816 | $5.30M | 2.18% | −85−0.5% | Reduced |
| Bull Street Advisors, LLC | 16,826 | $5.31M | 2.48% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 8,421 | $5.31M | 2.38% | +515+6.5% | Added |
| Invera Wealth Advisors, LLC | 16,860 | $5.32M | 3.28% | −200−1.2% | Reduced |
| San Luis Wealth Advisors LLC | 16,874 | $5.32M | 0.96% | +3,496+26.1% | Added |
| Portside Wealth Group, LLC | 16,898 | $5.33M | 0.74% | −243−1.4% | Reduced |
| Brookmont Capital Management | 16,942 | $5.34M | 2.97% | −723−4.1% | Reduced |
| Boltwood Capital Management | 16,951 | $5.35M | 1.42% | +38+0.2% | Added |
| Cetera Trust Company, N.A | 16,969 | $5.35M | 3.00% | −25−0.1% | Reduced |
| Altrius Capital Management Inc | 17,006 | $5.36M | 1.22% | −4,801−22.0% | Reduced |
| LRI Investments, LLC | 39,921 | $5.37M | 0.44% | −687−1.7% | Reduced |
| Sweeney & Michel, LLC | 17,879 | $5.38M | 1.81% | −171−0.9% | Reduced |
| Sageworth Trust Co | 17,057 | $5.38M | 0.25% | +15,738+1,193.2% | Added |
| Commonwealth Financial Services, LLC | 17,079 | $5.39M | 0.92% | +117+0.7% | Added |
| KPP Advisory Services LLC | 17,085 | $5.39M | 0.80% | −1,046−5.8% | Reduced |
| Worth Financial Advisory Group, LLC | 17,092 | $5.39M | 3.02% | −396−2.3% | Reduced |
| Denali Advisors LLC | 17,170 | $5.42M | 0.61% | −200−1.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 17,195 | $5.42M | 4.66% | −70−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,257 | $5.44M | 0.64% | +619+3.7% | Added |
| Center for Financial Planning, Inc. | 17,271 | $5.45M | 0.58% | +260+1.5% | Added |
| Bank Hapoalim BM | 17,305 | $5.46M | 0.67% | −222−1.3% | Reduced |
| Snider Financial Group | 17,310 | $5.46M | 1.49% | −54−0.3% | Reduced |
| NWF Advisory Services Inc. | 17,331 | $5.47M | 0.60% | −495−2.8% | Reduced |
| Mattson Financial Services, LLC | 17,338 | $5.47M | 1.31% | −104−0.6% | Reduced |
| Investment Advisory Services Inc | 17,366 | $5.48M | 1.73% | −496−2.8% | Reduced |
| Castle Rock Wealth Management, LLC | 17,845 | $5.48M | 1.21% | +238+1.4% | Added |
| Guerra Advisors Inc | 17,412 | $5.49M | 2.03% | +4,359+33.4% | Added |
| Valley Brook Capital Group | 17,423 | $5.50M | 3.69% | +28+0.2% | Added |
| Game Plan Financial Advisors, LLC | 17,440 | $5.50M | 2.28% | +135+0.8% | Added |
| Transatlantique Private Wealth LLC | 17,467 | $5.51M | 1.80% | −124−0.7% | Reduced |
| Buckhead Capital Management LLC | 17,470 | $5.51M | 2.00% | +53+0.3% | Added |
| First United Bank Trust | 17,491 | $5.52M | 1.79% | −193−1.1% | Reduced |
| Certified Advisory Corp | 17,518 | $5.53M | 0.52% | −371−2.1% | Reduced |