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 |
|---|---|---|---|---|---|
| Alterna Wealth Management, Inc | 1,060 | $334.4K | 0.28% | −925−46.6% | Reduced |
| LPWM LLC | 1,060 | $334.4K | 0.09% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,060 | $334.5K | 0.19% | +30+2.9% | Added |
| TD Capital Management LLC | 1,061 | $334.5K | 0.03% | −32−2.9% | Reduced |
| Dash Acquisitions Inc. | 1,096 | $334.8K | 0.07% | +81+8.0% | Added |
| Lesa Sroufe & Co | 1,061 | $335.0K | 0.27% | 00.0% | Unchanged |
| John Boyer, Inc. | 1,063 | $335.6K | 0.33% | +1,063 | New |
| Templeton & Phillips Capital Management, LLC | 1,065 | $335.9K | 0.24% | 00.0% | Unchanged |
| Epiq Partners, LLC | 1,068 | $336.9K | 0.16% | 00.0% | Unchanged |
| Rochester Wealth Strategies, LLC | 1,079 | $340.3K | 0.22% | +170+18.7% | Added |
| Bullseye Investment Management, LLC | 1,388 | $340.6K | 0.21% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,081 | $340.9K | 0.10% | +5+0.5% | Added |
| Skyline Advisors, Inc. | 1,086 | $342.6K | 0.12% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,089 | $343.5K | 0.16% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,089 | $343.5K | 0.15% | +1,089 | New |
| Parkshore Wealth Management, Inc. | 1,091 | $344.1K | 0.14% | 00.0% | Unchanged |
| Capstone Capital Wealth Advisors | 1,091 | $344.1K | 0.23% | +18+1.7% | Added |
| McClarren Financial Advisors, Inc. | 1,300 | $344.6K | 0.21% | +209+19.2% | Added |
| Brueske Advisory Services, LLC | 1,093 | $344.8K | 0.19% | +42+4.0% | Added |
| Afg Fiduciary Services Limited Partnership | 1,110 | $344.9K | 0.20% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 1,095 | $345.4K | 0.23% | −12−1.1% | Reduced |
| Paul R. Ried Financial Group, LLC | 1,095 | $345.4K | 0.17% | −145−11.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1,099 | $346.6K | 0.04% | −153−12.2% | Reduced |
| TPG Financial Advisors, LLC | 1,100 | $347.0K | 0.13% | 00.0% | Unchanged |
| MA Private Wealth | 1,100 | $347.0K | 0.06% | +7+0.6% | Added |
| Ehrenkranz Partners L.P. | 1,100 | $347.0K | 0.30% | +1,100 | New |
| USAdvisors Wealth Management, LLC | 1,100 | $347.0K | 0.12% | −13−1.2% | Reduced |
| JFG Wealth Management, LLC | 1,101 | $347.4K | 0.07% | +240+27.9% | Added |
| Fermata Advisors, LLC | 1,105 | $348.6K | 0.09% | −325−22.7% | Reduced |
| Jackson Wealth Management, LLC | 1,107 | $349.0K | 0.03% | −1,790−61.8% | Reduced |
| Warner Financial, Inc | 1,106 | $349.0K | 0.13% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 1,107 | $349.0K | 0.07% | −188−14.5% | Reduced |
| Wealth Watch Advisors, INC | 1,109 | $349.8K | 0.14% | −59−5.1% | Reduced |
| Landing Point Financial Group, LLC | 1,112 | $350.8K | 0.18% | −21−1.9% | Reduced |
| Stonehearth Capital Management, LLC | 1,114 | $351.4K | 0.14% | 00.0% | Unchanged |
| Johnson Wealth Management, LLC | 1,114 | $351.4K | 0.19% | +1,114 | New |
| Allegiance Financial Group Advisory Services LLC | 1,115 | $351.7K | 0.08% | +155+16.1% | Added |
| Auxier Asset Management | 1,115 | $351.7K | 0.05% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,115 | $351.7K | 0.01% | −11−1.0% | Reduced |
| Jim Saulnier & Associates, LLC | 1,115 | $351.7K | 0.20% | +1+0.1% | Added |
| Lountzis Asset Management, LLC | 1,116 | $352.0K | 0.11% | −100−8.2% | Reduced |
| Disciplined Investments, LLC | 1,120 | $353.3K | 0.14% | −15−1.3% | Reduced |
| Bellwether Advisors, LLC | 1,120 | $353.3K | 0.06% | +63+6.0% | Added |
| Hilltop Wealth Advisors, LLC | 1,121 | $353.7K | 0.18% | +9+0.8% | Added |
| My Purposeful Wealth Corp. | 1,122 | $354.0K | 0.11% | +201+21.8% | Added |
| ACT Advisors, LLC. | 1,123 | $354.4K | 0.14% | +20+1.8% | Added |
| Ironsides Asset Advisors, LLC | 1,126 | $355.3K | 0.09% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 1,129 | $356.1K | 0.15% | +19+1.7% | Added |
| Stone House Investment Management, LLC | 1,131 | $356.8K | 0.06% | +86+8.2% | Added |
| Arrowroot Family Office, LLC | 1,133 | $357.4K | 0.14% | +64+6.0% | Added |
| Avion Wealth | 1,136 | $358.0K | 0.08% | +109+10.6% | Added |
| Halter Ferguson Financial Inc. | 1,139 | $359.2K | 0.09% | −54−4.5% | Reduced |
| IAG Wealth Partners, LLC | 1,140 | $359.6K | 0.04% | −35−3.0% | Reduced |
| SFM, LLC | 1,140 | $359.6K | 0.21% | +95+9.1% | Added |
| JDH Wealth Management, LLC | 1,141 | $359.9K | 0.26% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 1,145 | $361.2K | 0.17% | −141−11.0% | Reduced |
| Western Pacific Wealth Management, LP | 1,146 | $361.5K | 0.35% | 00.0% | Unchanged |
| Saudi Central Bank | 1,147 | $361.8K | 0.01% | −3−0.3% | Reduced |
| WPWealth LLP | 1,147 | $361.9K | 0.06% | −49−4.1% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,147 | $362.0K | 0.11% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,149 | $362.4K | 0.01% | −19,106−94.3% | Reduced |
| Verity Asset Management, Inc. | 1,152 | $363.2K | 0.12% | −95−7.6% | Reduced |
| V. M. Manning & Co., Inc. | 1,201 | $363.4K | 0.33% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 1,155 | $364.4K | 0.20% | −12−1.0% | Reduced |
| Significant Wealth Partners LLC | 1,156 | $364.7K | 0.18% | +2+0.2% | Added |
| MTM Financial Group, LLC | 1,157 | $365.0K | 0.18% | 00.0% | Unchanged |
| Wrenne Financial Planning LLC | 1,159 | $365.6K | 0.16% | 00.0% | Unchanged |
| Tribridge Partners Financial LLC | 1,191 | $366.3K | 0.17% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 1,163 | $366.8K | 0.05% | 00.0% | Unchanged |
| BLVD Private Wealth, LLC | 1,164 | $367.2K | 0.31% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 1,165 | $367.5K | 0.31% | +77+7.1% | Added |
| Cannon Wealth Management Services, LLC | 1,166 | $367.7K | 0.28% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 1,168 | $368.0K | 0.01% | +234+25.1% | Added |
| AIFG Consultants Ltd. | 1,167 | $368.1K | 0.65% | −393−25.2% | Reduced |
| Asset Allocation Strategies LLC | 1,168 | $368.5K | 0.07% | +1+0.1% | Added |
| Conrad Siegel Investment Advisors, Inc. | 1,168 | $368.6K | 0.08% | +7+0.6% | Added |
| Quad-Cities Investment Group, LLC | 1,170 | $369.2K | 0.16% | −15−1.3% | Reduced |
| Sicart Associates LLC | 1,172 | $369.7K | 0.10% | −213−15.4% | Reduced |
| Raffa Wealth Management, LLC | 1,172 | $369.8K | 0.07% | −156−11.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,177 | $369.9K | 0.24% | +20+1.7% | Added |
| Satovsky Asset Management LLC | 1,173 | $370.1K | 0.07% | +4+0.3% | Added |
| Ballew Advisors, Inc | 1,229 | $371.2K | 0.21% | +8+0.7% | Added |
| Financial Advisory Corp | 1,178 | $371.5K | 0.05% | +1+0.1% | Added |
| Precision Wealth Strategies, LLC | 1,178 | $371.6K | 0.12% | −170−12.6% | Reduced |
| VanderPol Investments L.L.C. | 1,240 | $372.5K | 0.72% | +161+14.9% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,186 | $374.0K | 0.15% | +2+0.2% | Added |
| New Harbor Financial Group, LLC | 1,186 | $374.1K | 0.08% | +371+45.5% | Added |
| PMG Family Office LLC | 1,187 | $374.4K | 0.42% | +1,187 | New |
| Cutler Capital Management, LLC | 1,188 | $374.7K | 0.12% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 1,193 | $376.4K | 0.06% | +1+0.1% | Added |
| Howard Bailey Securities, LLC | 1,196 | $377.3K | 0.11% | +143+13.6% | Added |
| Human Investing LLC | 1,198 | $377.9K | 0.06% | +59+5.2% | Added |
| Williams & Novak, LLC | 1,199 | $378.1K | 0.29% | +6+0.5% | Added |
| Flower City Capital | 1,211 | $382.0K | 0.21% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,212 | $382.2K | 0.17% | −68−5.3% | Reduced |
| Valued Retirements, Inc. | 1,319 | $382.4K | 0.43% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 1,214 | $382.9K | 0.22% | −55−4.3% | Reduced |
| VELA Investment Management, LLC | 1,215 | $383.2K | 0.11% | −322−20.9% | Reduced |
| Lloyd Advisory Services, LLC. | 1,215 | $383.4K | 0.18% | +263+27.6% | Added |
| Astra Wealth Partners LLC | 1,218 | $384.2K | 0.27% | +112+10.1% | Added |