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 |
|---|---|---|---|---|---|
| Brown Financial Advisory | 1,219 | $384.4K | 0.20% | +36+3.0% | Added |
| Zevin Asset Management LLC | 1,222 | $385.0K | 0.06% | +125+11.4% | Added |
| Prairiewood Capital, LLC | 1,221 | $385.0K | 0.13% | +40+3.4% | Added |
| Freedom Financial Partners LLC | 1,224 | $386.1K | 0.15% | +4+0.3% | Added |
| Paragon Capital Management LLC | 1,225 | $386.4K | 0.19% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 1,227 | $387.0K | 0.30% | +36+3.0% | Added |
| Juncture Wealth Strategies, LLC | 1,227 | $387.0K | 0.13% | +1,227 | New |
| Cascade Wealth Advisors, Inc | 1,224 | $387.9K | 0.19% | −300−19.7% | Reduced |
| Pachira Investments Inc. | 1,233 | $388.8K | 0.22% | +173+16.3% | Added |
| Kelman-Lazarov, Inc. | 1,233 | $389.0K | 0.06% | −24−1.9% | Reduced |
| Wealth Management Nebraska | 1,235 | $389.6K | 0.05% | +14+1.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,239 | $390.8K | 0.08% | −106−7.9% | Reduced |
| Grantvest Financial Group LLC | 1,240 | $391.1K | 0.27% | +2+0.2% | Added |
| Colorado Capital Management, Inc. | 1,244 | $392.0K | 0.15% | +551+79.5% | Added |
| Mach-1 Financial Group, Inc. | 1,242 | $392.0K | 0.06% | −13,707−91.7% | Reduced |
| Integrity Advisory Solutions, LLC | 1,242 | $392.0K | 0.06% | +1,242 | New |
| Adapt Wealth Advisors, LLC | 1,245 | $392.7K | 0.15% | +1,245 | New |
| Bellecapital International Ltd. | 1,250 | $394.3K | 0.06% | −13−1.0% | Reduced |
| Crane Advisory, LLC | 1,291 | $394.4K | 0.06% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,254 | $395.4K | 0.09% | +1,254 | New |
| Enzi Wealth | 1,326 | $395.9K | 0.14% | +33+2.6% | Added |
| Clarus Wealth Advisors | 1,278 | $396.3K | 0.18% | −88−6.4% | Reduced |
| AdviceOne Advisory Services, LLC | 1,257 | $396.5K | 0.26% | +333+36.0% | Added |
| Aspect Partners, LLC | 1,257 | $396.5K | 0.18% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,260 | $397.4K | 0.11% | +2+0.2% | Added |
| Vestia Personal Wealth Advisors | 1,260 | $397.5K | 0.23% | +288+29.6% | Added |
| Richardson Capital Management LLC | 1,261 | $397.8K | 0.19% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 1,265 | $399.1K | 0.25% | −100−7.3% | Reduced |
| Geometric Wealth Advisors | 1,266 | $399.3K | 0.05% | −25−1.9% | Reduced |
| Leslie Global Wealth, LLC | 1,266 | $399.3K | 0.19% | +8+0.6% | Added |
| Oak Thistle LLC | 1,268 | $400.0K | 0.06% | +1,268 | New |
| Marshall Financial Group Inc | 1,271 | $401.0K | 0.11% | +56+4.6% | Added |
| Verus Wealth Management, LLC | 1,273 | $401.5K | 0.37% | −2−0.2% | Reduced |
| Eagle Capital Management LLC | 1,273 | $401.5K | 0.00% | +164+14.8% | Added |
| FMB Wealth Management | 1,276 | $402.4K | 0.17% | +7+0.6% | Added |
| Laurion Capital Management LP | 1,276 | $402.5K | 0.05% | +1,276 | New |
| Cathy Pareto & Associates, Inc | 1,281 | $404.3K | 0.30% | +25+2.0% | Added |
| Warther Private Wealth, LLC | 1,284 | $405.0K | 0.10% | −854−39.9% | Reduced |
| Kelly Financial Group LLC | 1,286 | $405.7K | 0.11% | 00.0% | Unchanged |
| Concentrum Wealth Management | 1,287 | $406.0K | 0.12% | +118+10.1% | Added |
| Dentgroup LLC | 1,288 | $406.4K | 0.26% | +2+0.2% | Added |
| Sage Capital Management, LLC | 1,290 | $407.0K | 0.18% | +3+0.2% | Added |
| Redwood Financial Network Corp | 1,291 | $407.1K | 0.26% | −10−0.8% | Reduced |
| Davidson Kahn Capital Management, LLC | 1,297 | $409.1K | 0.23% | +280+27.5% | Added |
| Park Circle Co | 1,300 | $410.1K | 0.36% | 00.0% | Unchanged |
| Quarry LP | 1,300 | $410.1K | 0.10% | +1,300 | New |
| Liberty Square Wealth Partners LLC | 1,303 | $411.1K | 0.13% | +128+10.9% | Added |
| Perissos Private Wealth Management, LLC | 1,305 | $411.6K | 0.30% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 1,305 | $411.6K | 0.19% | +1,305 | New |
| Pring Turner Capital Group Inc | 1,305 | $411.7K | 0.25% | 00.0% | Unchanged |
| Momentous Wealth Management, Inc. | 1,308 | $412.6K | 0.26% | −448−25.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,309 | $413.1K | 0.21% | +71+5.7% | Added |
| Hoese & Co LLP | 1,310 | $413.2K | 0.32% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 1,316 | $415.2K | 0.11% | +227+20.8% | Added |
| ZynergyRetirementPlanningLLC | 1,321 | $416.7K | 0.26% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,322 | $416.9K | 0.32% | +148+12.6% | Added |
| Covestor Ltd | 1,322 | $417.0K | 0.23% | −203−13.3% | Reduced |
| Hoge Financial Services, LLC | 1,326 | $418.4K | 0.24% | +111+9.1% | Added |
| Tumwater Wealth Management, LLC | 1,327 | $418.6K | 0.19% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,329 | $419.1K | 0.15% | +474+55.4% | Added |
| Guardian Financial Partners, LLC | 1,330 | $419.4K | 0.18% | +88+7.1% | Added |
| Avos Capital Management, LLC | 1,331 | $419.8K | 0.20% | +588+79.1% | Added |
| Banque de Luxembourg S.A. | 1,335 | $421.1K | 0.22% | −580−30.3% | Reduced |
| Valpey Financial Services, LLC | 1,340 | $422.7K | 0.28% | −281−17.3% | Reduced |
| Integrity Wealth Solutions LLC | 1,340 | $422.7K | 0.19% | +41+3.2% | Added |
| PFG Private Wealth Management, LLC | 1,340 | $422.7K | 0.19% | +1,340 | New |
| Paragon Financial Partners, Inc. | 1,343 | $423.6K | 0.27% | +1+0.1% | Added |
| Harbour Investment Management LLC | 1,345 | $424.3K | 0.18% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,351 | $426.1K | 0.19% | +13+1.0% | Added |
| Eaton-Cambridge Inc. | 1,352 | $426.5K | 0.15% | +5+0.4% | Added |
| Acorn Financial Advisory Services Inc | 1,352 | $426.5K | 0.07% | +74+5.8% | Added |
| Silverberg Bernstein Capital Management LLC | 1,354 | $427.1K | 0.26% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 1,355 | $427.4K | 0.18% | −184−12.0% | Reduced |
| Hanover Advisors Inc | 1,355 | $427.4K | 0.17% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 1,357 | $428.0K | 0.22% | −180−11.7% | Reduced |
| Flagship Private Wealth, LLC | 1,357 | $428.1K | 0.17% | +361+36.2% | Added |
| Oregon Pacific Wealth Management, LLC | 1,359 | $428.7K | 0.37% | −7−0.5% | Reduced |
| Gibson Capital, LLC | 1,359 | $428.7K | 0.08% | 00.0% | Unchanged |
| Penobscot Wealth Management | 1,362 | $429.5K | 0.14% | −70−4.9% | Reduced |
| Endowment Wealth Management, Inc. | 1,365 | $430.5K | 0.20% | −131−8.8% | Reduced |
| Triton Wealth Management, PLLC | 1,382 | $430.8K | 0.16% | +10+0.7% | Added |
| Essential Planning, LLC. | 1,366 | $430.9K | 0.15% | +138+11.2% | Added |
| Life Planning Partners, Inc | 1,366 | $430.9K | 0.31% | +204+17.6% | Added |
| Marotta Asset Management | 1,390 | $431.9K | 0.08% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,370 | $432.1K | 0.34% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,375 | $433.7K | 0.23% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 1,375 | $433.8K | 0.17% | +32+2.4% | Added |
| Yeomans Consulting Group, Inc. | 1,399 | $434.7K | 0.15% | −26−1.8% | Reduced |
| G2 Capital Management, LLC | 1,380 | $435.4K | 0.11% | +136+10.9% | Added |
| MGO Private Wealth, LLC | 1,393 | $439.4K | 0.26% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,393 | $439.4K | 0.08% | +1,393 | New |
| J2 Capital Management Inc | 1,394 | $439.6K | 0.33% | −22−1.6% | Reduced |
| ICONIQ Capital, LLC | 1,395 | $440.0K | 0.01% | −4,667−77.0% | Reduced |
| Chelsea Counsel Co | 1,395 | $440.0K | 0.20% | +3+0.2% | Added |
| Sterling Investment Management, Inc. | 1,398 | $441.0K | 0.26% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,398 | $441.0K | 0.38% | 00.0% | Unchanged |
| Mad River Investors | 1,400 | $441.6K | 0.19% | +1,400 | New |
| Warburton Capital Management, LLC | 1,425 | $442.0K | 0.27% | +55+4.0% | Added |
| Saxony Capital Management, LLC | 1,402 | $442.4K | 0.29% | +150+12.0% | Added |
| Lavaca Capital LLC | 1,407 | $443.8K | 0.08% | 00.0% | Unchanged |