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 |
|---|---|---|---|---|---|
| WealthTrak Capital Management LLC | 893 | $281.7K | 0.23% | +227+34.1% | Added |
| EntryPoint Capital, LLC | 894 | $282.0K | 0.11% | +894 | New |
| Altiora Financial Group, LLC | 894 | $282.0K | 0.05% | −14−1.5% | Reduced |
| Theory Financial LLC | 935 | $282.7K | 0.10% | 00.0% | Unchanged |
| Trust Co of Kansas | 899 | $284.0K | 0.14% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 907 | $286.1K | 0.10% | −135−13.0% | Reduced |
| Financial Life Planners | 908 | $286.4K | 0.19% | +37+4.2% | Added |
| Hoya Capital Real Estate, LLC | 910 | $287.0K | 4.77% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 911 | $287.4K | 0.11% | 00.0% | Unchanged |
| PMG Wealth Management, Inc. | 925 | $287.5K | 0.22% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 915 | $288.6K | 0.14% | −25−2.7% | Reduced |
| Comprehensive Money Management Services LLC | 917 | $289.2K | 0.20% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 920 | $290.1K | 0.21% | −3−0.3% | Reduced |
| Veridan Wealth LLC | 921 | $290.4K | 0.10% | +921 | New |
| Mraz, Amerine & Associates, Inc. | 921 | $290.6K | 0.05% | −79−7.9% | Reduced |
| Rock Point Advisors, LLC | 926 | $292.1K | 0.08% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 926 | $292.1K | 0.15% | +20+2.2% | Added |
| Ferguson Shapiro LLC | 926 | $292.2K | 0.09% | +3+0.3% | Added |
| Midwest Financial Group LLC | 929 | $293.0K | 0.14% | +3+0.3% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 936 | $295.4K | 0.16% | +20+2.2% | Added |
| Kennedy Capital Management, Inc. | 938 | $295.9K | 0.01% | −26,392−96.6% | Reduced |
| Westbourne Investments, Inc. | 954 | $296.8K | 0.14% | −281−22.8% | Reduced |
| Sander Capital Advisors Inc | 940 | $297.0K | 0.12% | +15+1.6% | Added |
| Cardinal Capital Management, Inc. | 944 | $297.8K | 0.01% | +114+13.7% | Added |
| Fox Run Management, L.L.C. | 946 | $298.4K | 0.05% | −2,865−75.2% | Reduced |
| Family Wealth Group, LLC | 946 | $298.4K | 0.20% | +25+2.7% | Added |
| GEM Asset Management, LLC | 970 | $298.5K | 0.14% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 947 | $298.7K | 0.09% | −17−1.8% | Reduced |
| Magnolia Wealth Management, LLC | 949 | $299.3K | 0.19% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 950 | $299.7K | 0.07% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 950 | $299.7K | 0.20% | 00.0% | Unchanged |
| Check Capital Management Inc | 954 | $300.9K | 0.02% | +1+0.1% | Added |
| Carroll Investors, Inc | 955 | $301.4K | 0.15% | −1−0.1% | Reduced |
| Macroview Investment Management LLC | 958 | $302.2K | 0.23% | 00.0% | Unchanged |
| Note Advisors, LLC | 958 | $302.2K | 0.18% | +187+24.3% | Added |
| Prairie Wealth Advisors, Inc. | 960 | $302.8K | 0.12% | 00.0% | Unchanged |
| Avant Capital LLC | 961 | $303.1K | 0.21% | +4+0.4% | Added |
| Dale Q Rice Investment Management Ltd | 993 | $303.4K | 0.21% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 962 | $303.5K | 0.08% | +33+3.6% | Added |
| Baker Boyer National Bank | 963 | $303.8K | 0.10% | −102−9.6% | Reduced |
| Next Level Wealth Planning, LLC | 963 | $303.8K | 0.17% | 00.0% | Unchanged |
| Kure Advisory, LLC | 964 | $304.1K | 0.19% | −44−4.4% | Reduced |
| Kropog Financial Group, LLC | 967 | $305.0K | 0.25% | +5+0.5% | Added |
| Innovative Wealth Building LLC | 969 | $305.7K | 0.24% | +4+0.4% | Added |
| Stonebridge Wealth Management, LLC | 971 | $306.4K | 0.26% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 974 | $307.3K | 0.02% | +1+0.1% | Added |
| Seed Wealth Management, Inc. | 975 | $307.5K | 0.21% | −521−34.8% | Reduced |
| Sims Investment Management, LLC | 975 | $307.5K | 0.11% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 976 | $307.9K | 0.08% | −118−10.8% | Reduced |
| Coston, McIsaac & Partners | 976 | $308.0K | 0.07% | +21+2.2% | Added |
| Rinkey Investments | 977 | $308.2K | 0.08% | −167−14.6% | Reduced |
| Synergy Financial Group, LTD | 977 | $308.2K | 0.21% | +31+3.3% | Added |
| Members Wealth LLC | 994 | $308.9K | 0.20% | +994 | New |
| Chase Investment Counsel Corp | 981 | $309.0K | 0.09% | +84+9.4% | Added |
| Eastover Investment Advisors LLC | 980 | $309.1K | 0.13% | −13−1.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 980 | $309.1K | 0.11% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 984 | $310.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 986 | $311.0K | 0.14% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 987 | $311.3K | 0.15% | 00.0% | Unchanged |
| PFS Partners, LLC | 989 | $311.9K | 0.15% | −61−5.8% | Reduced |
| Mountain Capital Investment Advisors, Inc | 1,005 | $312.4K | 0.06% | −38−3.6% | Reduced |
| First Wilshire Securities Management Inc | 993 | $313.2K | 0.08% | −200−16.8% | Reduced |
| McGrath & Associates, Inc. | 996 | $314.2K | 0.47% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 997 | $314.5K | 0.14% | −14−1.4% | Reduced |
| Freemont Management S.A. | 1,000 | $315.4K | 0.25% | −8,000−88.9% | Reduced |
| WFA of San Diego, LLC | 1,000 | $315.4K | 0.22% | −50−4.8% | Reduced |
| Cumberland Advisors Inc | 1,000 | $315.4K | 0.12% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 1,000 | $315.4K | 0.09% | +1,000 | New |
| SWP Financial LLC | 1,007 | $317.6K | 0.16% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 1,081 | $317.9K | 0.05% | −190−14.9% | Reduced |
| Sterling Manor Financial, LLC | 1,010 | $318.6K | 0.20% | 00.0% | Unchanged |
| Brickley Wealth Management | 1,010 | $318.6K | 0.06% | +199+24.5% | Added |
| Financial Guidance Group, Inc. | 1,011 | $318.9K | 0.14% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,013 | $319.5K | 0.12% | −4−0.4% | Reduced |
| Evelyn Partners Asset Management Ltd | 1,013 | $319.5K | 0.07% | +304+42.9% | Added |
| MAS Advisors LLC | 1,013 | $319.6K | 0.51% | 00.0% | Unchanged |
| City Center Advisors, LLC | 1,015 | $320.2K | 0.31% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,015 | $320.2K | 0.18% | −25−2.4% | Reduced |
| BlueChip Wealth Advisors LLC | 1,020 | $321.8K | 0.14% | −1,398−57.8% | Reduced |
| Annandale Capital, LLC | 1,026 | $323.6K | 0.06% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 1,028 | $324.3K | 0.06% | +83+8.8% | Added |
| United Financial Planning Group LLC | 1,030 | $324.8K | 0.20% | +1,030 | New |
| Cloud Capital Management, LLC | 1,031 | $325.0K | 0.17% | +103+11.1% | Added |
| Panoramic Investment Advisors, LLC | 1,031 | $325.2K | 0.18% | −211−17.0% | Reduced |
| Advisory Resource Group | 1,033 | $325.8K | 0.06% | +7+0.7% | Added |
| HFG Advisors, Inc. | 1,034 | $326.2K | 0.24% | +163+18.7% | Added |
| 4J Wealth Management LLC | 1,036 | $326.8K | 0.19% | −32−3.0% | Reduced |
| Claris Advisors, LLC | 1,129 | $327.2K | 0.11% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 1,045 | $329.6K | 0.03% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,046 | $329.8K | 0.06% | −1−0.1% | Reduced |
| Stack Financial Management, Inc | 1,046 | $330.0K | 0.03% | −45−4.1% | Reduced |
| Prossimo Advisors, LLC | 1,049 | $330.9K | 2.43% | −7,782−88.1% | Reduced |
| Capital Markets Trading UK LLP | 1,050 | $331.0K | 0.34% | +1,050 | New |
| ORBA Wealth Advisors, L.L.C. | 1,053 | $332.1K | 0.27% | 00.0% | Unchanged |
| Comprehensive Financial Management LLC | 1,053 | $332.1K | 0.01% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,055 | $332.9K | 0.04% | −594−36.0% | Reduced |
| Quaker Wealth Management, LLC | 1,056 | $333.0K | 0.11% | −143−11.9% | Reduced |
| Signal Tree Financial Partners LLC | 1,073 | $333.4K | 0.26% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 1,121 | $333.5K | 0.22% | +176+18.6% | Added |
| Pinney & Scofield, Inc. | 1,059 | $334.0K | 0.21% | 00.0% | Unchanged |