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 |
|---|---|---|---|---|---|
| Northern Capital Management, Inc. | 1,407 | $443.9K | 0.24% | +16+1.2% | Added |
| Traub Capital Management LLC | 1,408 | $444.2K | 0.44% | +705+100.3% | Added |
| Ade, LLC | 1,414 | $446.0K | 0.23% | 00.0% | Unchanged |
| ADG Wealth Management Group, LLC | 1,423 | $448.9K | 0.36% | +55+4.0% | Added |
| Live Oak Investment Partners | 1,424 | $449.2K | 0.30% | −10−0.7% | Reduced |
| Schubert & Co | 1,425 | $449.5K | 0.33% | −102−6.7% | Reduced |
| Vantage Point Financial LLC | 1,426 | $449.9K | 0.17% | −1−0.1% | Reduced |
| Pure Portfolios Holdings LLC | 1,427 | $450.0K | 0.14% | −43−2.9% | Reduced |
| New England Professional Planning Group Inc. | 1,427 | $450.1K | 0.21% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,431 | $451.4K | 0.04% | −254−15.1% | Reduced |
| RMG Wealth Management LLC | 1,540 | $452.9K | 0.06% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,436 | $453.0K | 0.13% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,440 | $454.2K | 0.17% | −170−10.6% | Reduced |
| True Link Financial Advisors, LLC | 1,440 | $454.2K | 0.03% | −64−4.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 1,441 | $454.5K | 0.49% | +43+3.1% | Added |
| Paul Damon & Associates, Inc. | 1,441 | $454.5K | 0.22% | +295+25.7% | Added |
| Joseph P. Lucia & Associates, LLC | 1,442 | $454.9K | 0.17% | +104+7.8% | Added |
| Northwest Financial Advisors | 1,446 | $456.1K | 0.59% | −50−3.3% | Reduced |
| Continuum Wealth Advisors, LLC | 1,448 | $456.7K | 0.19% | +166+12.9% | Added |
| Boomfish Wealth Group, LLC | 1,449 | $457.0K | 0.25% | +48+3.4% | Added |
| Cypress Financial Planning LLC | 1,449 | $457.1K | 0.14% | +9+0.6% | Added |
| Triumph Capital Management | 1,449 | $457.1K | 0.12% | +26+1.8% | Added |
| Private Capital Advisors, Inc. | 1,450 | $457.4K | 0.05% | −150−9.4% | Reduced |
| Worth Asset Management, LLC | 1,452 | $458.1K | 0.21% | −331−18.6% | Reduced |
| Sage Advisors, LLC | 1,453 | $458.2K | 0.33% | +734+102.1% | Added |
| Frederick Financial Consultants, LLC | 1,453 | $458.4K | 0.26% | +4+0.3% | Added |
| Towerpoint Wealth, LLC | 1,456 | $459.1K | 0.19% | +21+1.5% | Added |
| Wealth Quarterback LLC | 1,456 | $459.2K | 0.18% | −153−9.5% | Reduced |
| Uptown Financial Advisors LLC | 1,458 | $459.9K | 0.40% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 1,458 | $459.9K | 0.08% | −45−3.0% | Reduced |
| Dunhill Financial, LLC | 1,459 | $460.1K | 0.12% | +127+9.5% | Added |
| Good Steward Wealth Advisors,LLC | 1,459 | $460.2K | 0.32% | −599−29.1% | Reduced |
| Greenspring Advisors, LLC | 1,459 | $460.2K | 0.08% | +1,459 | New |
| 25 LLC | 1,461 | $460.7K | 0.16% | +45+3.2% | Added |
| Blue Zone Wealth Advisors, LLC | 1,461 | $460.8K | 0.09% | +498+51.7% | Added |
| Defined Financial Planning LLC | 1,518 | $461.5K | 0.38% | +99+7.0% | Added |
| Lighthouse Financial LLC | 1,467 | $462.7K | 0.31% | +10+0.7% | Added |
| Heritage Wealth Management, Inc./Texas | 1,468 | $463.1K | 0.20% | +32+2.2% | Added |
| Capital Counsel LLC | 1,481 | $467.2K | 0.02% | −45−2.9% | Reduced |
| Instrumental Wealth, LLC | 1,511 | $467.7K | 0.33% | +105+7.5% | Added |
| Pinnacle Financial Group, LLC | 1,483 | $467.7K | 0.14% | +9+0.6% | Added |
| Sage Financial Management Group, Inc. | 1,483 | $467.8K | 0.15% | −24−1.6% | Reduced |
| Demars Financial Group, LLC | 1,486 | $468.7K | 0.16% | +408+37.8% | Added |
| Advanced Portfolio Management, LLC | 1,486 | $469.1K | 1.22% | +8+0.5% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,489 | $469.6K | 0.35% | −175−10.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,490 | $470.1K | 0.14% | +1+0.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,498 | $472.4K | 0.81% | −109−6.8% | Reduced |
| Kendall Capital Management | 1,498 | $472.5K | 0.11% | −136−8.3% | Reduced |
| Boyd Wealth Management, LLC | 1,498 | $472.5K | 0.20% | 00.0% | Unchanged |
| Fulcrum Equity Management | 1,499 | $472.8K | 0.48% | −31−2.0% | Reduced |
| Bramshill Investments, LLC | 1,500 | $473.1K | 0.03% | −500−25.0% | Reduced |
| Highlander Partners, L.P. | 1,500 | $473.1K | 0.17% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 1,500 | $473.1K | 0.23% | +25+1.7% | Added |
| Kraematon Investment Advisors, Inc | 1,500 | $473.2K | 0.40% | +6+0.4% | Added |
| Nottingham Advisors, Inc. | 1,502 | $473.8K | 0.07% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 1,504 | $474.4K | 0.38% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 1,507 | $475.4K | 0.12% | 00.0% | Unchanged |
| RS Crum Inc. | 1,507 | $475.4K | 0.11% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,509 | $476.0K | 0.32% | +134+9.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,514 | $477.6K | 0.20% | −21−1.4% | Reduced |
| Able Wealth Management LLC | 1,514 | $477.6K | 0.18% | +71+4.9% | Added |
| Madrona Financial Services, LLC | 1,519 | $479.2K | 0.11% | +50+3.4% | Added |
| Ascension Capital Advisors, Inc. | 1,520 | $479.5K | 0.19% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,520 | $479.5K | 0.13% | +111+7.9% | Added |
| ShoreHaven Wealth Partners, LLC | 1,523 | $480.6K | 0.18% | +98+6.9% | Added |
| Mezzasalma Advisors, LLC | 1,525 | $481.0K | 0.12% | 00.0% | Unchanged |
| Freestate Advisors LLC | 1,526 | $481.4K | 0.40% | +66+4.5% | Added |
| Trace Wealth Advisors, LLC | 1,531 | $482.9K | 0.36% | +1,531 | New |
| Sterling Financial Group, Inc. | 1,534 | $483.9K | 0.15% | −13−0.8% | Reduced |
| Lutz Financial Services LLC | 1,534 | $483.9K | 0.04% | −9−0.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,536 | $484.6K | 0.35% | −2,301−60.0% | Reduced |
| MontVue Capital Management, Inc. | 1,541 | $486.1K | 0.33% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1,543 | $486.7K | 0.33% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 1,547 | $488.1K | 0.28% | +49+3.3% | Added |
| ERn Financial, LLC | 1,549 | $488.6K | 0.10% | −271−14.9% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,549 | $488.7K | 0.28% | +117+8.2% | Added |
| Townsend & Associates, Inc | 1,643 | $488.9K | 0.05% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,550 | $488.9K | 0.17% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,550 | $488.9K | 0.08% | +1,550 | New |
| Seelaus Asset Management LLC | 1,554 | $490.2K | 0.39% | −20−1.3% | Reduced |
| Hobbs Group Advisors, LLC | 1,558 | $491.6K | 0.15% | −27−1.7% | Reduced |
| Cannon Financial Strategists, Inc. | 1,559 | $491.8K | 0.07% | +17+1.1% | Added |
| Baskin Financial Services Inc. | 1,562 | $493.0K | 0.04% | +44+2.9% | Added |
| NerdWallet Wealth Partners, LLC | 1,565 | $493.5K | 0.25% | +1,565 | New |
| Chickasaw Capital Management LLC | 1,571 | $496.0K | 0.02% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 1,574 | $496.5K | 0.02% | −315−16.7% | Reduced |
| Strata Wealth Advisors, LLC | 1,574 | $496.6K | 0.13% | +13+0.8% | Added |
| Mustard Seed Financial, LLC | 1,576 | $497.1K | 0.32% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 1,579 | $498.2K | 0.13% | −32−2.0% | Reduced |
| Keener Financial Planning LLC | 1,582 | $499.0K | 0.23% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 1,583 | $499.2K | 0.12% | −5,368−77.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,593 | $500.0K | 0.26% | +9+0.6% | Added |
| Yoder Wealth Management, Inc. | 1,586 | $500.3K | 0.24% | +69+4.5% | Added |
| Trevian Wealth Management LLC | 1,587 | $500.5K | 0.27% | +129+8.8% | Added |
| David R. Rahn & Associates Inc. | 1,587 | $500.6K | 0.12% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 1,588 | $500.9K | 0.13% | +6+0.4% | Added |
| Edmp, Inc. | 1,589 | $501.2K | 0.40% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 1,594 | $502.6K | 0.14% | +39+2.5% | Added |
| Israel Discount Bank of New York | 1,599 | $504.4K | 1.49% | −30−1.8% | Reduced |
| CWC Advisors, LLC. | 1,599 | $504.4K | 0.25% | 00.0% | Unchanged |