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; 5,157 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
- 2,124 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Synergy Investment Management, LLC | 743 | $234.3K | 0.09% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 743 | $234.4K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 743 | $234.5K | 0.07% | +20+2.8% | Added |
| Millington Financial Advisors, LLC | 764 | $235.3K | 0.11% | −45−5.6% | Reduced |
| Briaud Financial Planning, Inc | 747 | $235.6K | 0.08% | +28+3.9% | Added |
| One Wealth Capital Management, LLC | 748 | $235.9K | 0.11% | −51−6.4% | Reduced |
| Petredis Investment Advisors LLC | 748 | $235.9K | 0.02% | +748 | New |
| Clark Estates Inc | 750 | $236.6K | 0.05% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 751 | $236.9K | 0.02% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 754 | $237.8K | 0.19% | −27−3.5% | Reduced |
| Tran Capital Management, L.P. | 754 | $238.0K | 0.03% | −47−5.9% | Reduced |
| Essential Partners LLC | 757 | $238.6K | 0.08% | +167+28.3% | Added |
| WPG Advisers, LLC | 761 | $240.0K | 0.19% | +40+5.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 766 | $241.6K | 0.48% | −20,164−96.3% | Reduced |
| eCIO, Inc. | 767 | $241.9K | 0.09% | −42−5.2% | Reduced |
| David J Yvars Group | 768 | $242.3K | 0.13% | 00.0% | Unchanged |
| Promus Capital, LLC | 769 | $242.4K | 0.15% | +2+0.3% | Added |
| Northeast Planning Associates, Inc. | 769 | $242.6K | 0.21% | +5+0.7% | Added |
| Wingate Wealth Advisors, Inc. | 771 | $243.2K | 0.17% | +45+6.2% | Added |
| Elefante Mark B | 772 | $243.5K | 0.16% | −25−3.1% | Reduced |
| Ofc Financial Planning, LLC | 777 | $245.1K | 0.24% | −11−1.4% | Reduced |
| Monument Group Wealth Advisors, LLC | 779 | $245.7K | 0.14% | −865−52.6% | Reduced |
| Sightline Wealth Advisors, LLC | 779 | $245.7K | 0.11% | 00.0% | Unchanged |
| PVG Asset Management Corp | 780 | $246.0K | 0.91% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 780 | $246.0K | 0.16% | +780 | New |
| Opes Wealth Management LLC | 781 | $246.5K | 0.04% | +64+8.9% | Added |
| Clark Financial Services Group Inc | 783 | $247.0K | 0.13% | −714−47.7% | Reduced |
| BAM Wealth Management, LLC | 785 | $247.5K | 0.19% | +785 | New |
| Integrity Wealth Advisors, Inc. | 815 | $247.7K | 0.09% | +815 | New |
| Spectrum Wealth Advisory Group, LLC | 787 | $248.4K | 0.10% | −4−0.5% | Reduced |
| Optima Capital LLC | 790 | $249.4K | 0.12% | +26+3.4% | Added |
| Running Point Capital Advisors, LLC | 794 | $250.6K | 0.07% | +48+6.4% | Added |
| Sentinel Pension Advisors Inc | 798 | $251.7K | 0.04% | 00.0% | Unchanged |
| Schaeffer Financial LLC | 798 | $251.7K | 0.23% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 800 | $252.3K | 0.45% | −996−55.5% | Reduced |
| 1 North Wealth Services LLC | 800 | $252.3K | 0.10% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 800 | $252.3K | 0.16% | 00.0% | Unchanged |
| Foronjy Financial LLC | 800 | $252.4K | 0.11% | −550−40.7% | Reduced |
| Corps Capital Advisors, LLC | 801 | $252.7K | 0.38% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 803 | $253.3K | 0.12% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 803 | $253.3K | 0.05% | −81−9.2% | Reduced |
| Cobblestone Asset Management LLC | 804 | $253.7K | 0.12% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 805 | $254.1K | 0.07% | +11+1.4% | Added |
| Financial Avengers, Inc. | 806 | $254.1K | 0.11% | −11−1.3% | Reduced |
| Aspiring Ventures, LLC | 810 | $255.6K | 0.09% | −188−18.8% | Reduced |
| Schwallier Wealth Management LLC | 812 | $256.2K | 0.16% | +8+1.0% | Added |
| Baron Financial Group, LLC | 815 | $257.1K | 0.14% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 816 | $257.3K | 0.23% | +27+3.4% | Added |
| Fairway Wealth LLC | 819 | $258.3K | 0.07% | +748+1,053.5% | Added |
| Barnes Wealth Management Group, Inc | 822 | $259.3K | 0.14% | −36−4.2% | Reduced |
| GFG Capital, LLC | 823 | $259.4K | 0.09% | −79−8.8% | Reduced |
| Campbell Deegan Wealth Management, LLC | 824 | $260.0K | 0.23% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 824 | $260.0K | 0.16% | +1+0.1% | Added |
| Jacksonville Wealth Management, LLC | 827 | $260.9K | 0.19% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 827 | $260.9K | 0.05% | +827 | New |
| Independence Financial Advisors, LLC | 828 | $261.1K | 0.08% | +72+9.5% | Added |
| Brandywine Trust Co | 830 | $261.8K | 0.04% | −170−17.0% | Reduced |
| Alamar Capital Management, LLC | 830 | $261.8K | 0.14% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 831 | $262.1K | 0.07% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 831 | $262.2K | 0.06% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 834 | $263.2K | 0.23% | +22+2.7% | Added |
| BCU Wealth Advisors, LLC | 836 | $263.8K | 0.11% | +3+0.4% | Added |
| Lifelong Wealth Advisors, Inc. | 838 | $264.5K | 0.08% | +1+0.1% | Added |
| Puzo Michael J | 840 | $265.0K | 0.07% | −10−1.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 842 | $265.6K | 0.05% | −200−19.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 940 | $265.8K | 0.13% | −38−3.9% | Reduced |
| East Coast Asset Management, LLC. | 843 | $265.9K | 0.08% | −257−23.4% | Reduced |
| Ball & Co Wealth Management Inc. | 844 | $266.0K | 0.18% | +4+0.5% | Added |
| Auour Investments LLC | 844 | $266.2K | 0.09% | −10−1.2% | Reduced |
| Newport Capital Group, LLC | 845 | $266.6K | 0.17% | −37−4.2% | Reduced |
| New Jersey Better Educational Savings Trust | 847 | $267.2K | 0.45% | 00.0% | Unchanged |
| Bonfire Financial | 847 | $267.3K | 0.21% | +18+2.2% | Added |
| Fortis Advisors, LLC | 849 | $267.8K | 0.15% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 850 | $268.1K | 0.12% | 00.0% | Unchanged |
| Phocas Financial Corp. | 851 | $268.4K | 0.03% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 853 | $268.8K | 0.09% | +125+17.2% | Added |
| Treasure Coast Financial Planning | 853 | $269.1K | 0.15% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 858 | $270.6K | 0.18% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 859 | $270.9K | 0.16% | −50−5.5% | Reduced |
| David Kennon Inc | 861 | $271.6K | 0.10% | 00.0% | Unchanged |
| Global View Capital Management LLC | 862 | $271.9K | 0.06% | +170+24.6% | Added |
| Legend Financial Advisors, Inc. | 863 | $272.2K | 0.17% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 865 | $272.8K | 0.25% | −49−5.4% | Reduced |
| ETF Store, Inc. | 870 | $274.5K | 0.29% | +3+0.3% | Added |
| Balanced Wealth Group LLC | 948 | $275.3K | 0.12% | −4−0.4% | Reduced |
| Headland Capital, LLC | 874 | $275.8K | 0.08% | −25−2.8% | Reduced |
| Gallacher Capital Management LLC | 878 | $276.9K | 0.11% | −920−51.2% | Reduced |
| Principia Wealth Advisory, LLC | 878 | $276.9K | 0.20% | +13+1.5% | Added |
| Financial Network Wealth Management LLC | 877 | $277.0K | 0.09% | +877 | New |
| Mullaney, Keating & Wright, Inc. | 882 | $278.2K | 0.15% | 00.0% | Unchanged |
| Capital Planning LLC | 883 | $278.5K | 0.08% | 00.0% | Unchanged |
| Integras Partners LLC | 883 | $278.6K | 0.23% | 00.0% | Unchanged |
| Unique Wealth, LLC | 887 | $279.8K | 0.04% | +154+21.0% | Added |
| Graney & King, LLC | 887 | $279.9K | 0.19% | −7−0.8% | Reduced |
| WealthCare Investment Partners, LLC | 901 | $280.0K | 0.09% | +4+0.4% | Added |
| Armistice Capital, LLC | 888 | $280.1K | 0.01% | +888 | New |
| Opulen Financial Group LLC | 888 | $280.2K | 0.21% | +158+21.6% | Added |
| Equita Financial Network, Inc. | 890 | $280.9K | 0.09% | −72−7.5% | Reduced |
| Adams Wealth Management | 893 | $281.6K | 0.06% | −783−46.7% | Reduced |
| CacheTech Inc. | 893 | $281.6K | 0.06% | −783−46.7% | Reduced |