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 |
|---|---|---|---|---|---|
| Colrain Capital LLC | 1,600 | $504.7K | 0.29% | +100+6.7% | Added |
| Vista Private Wealth Partners. LLC | 1,747 | $506.5K | 0.16% | 00.0% | Unchanged |
| GK Wealth Management LLC | 1,611 | $508.4K | 0.38% | +112+7.5% | Added |
| Petix & Botte Co | 1,616 | $509.7K | 0.12% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 1,617 | $510.1K | 0.11% | +144+9.8% | Added |
| Oak Ridge Investments LLC | 1,618 | $510.4K | 0.03% | +253+18.5% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,619 | $510.7K | 0.22% | −37−2.2% | Reduced |
| Kagan Cocozza Asset Management | 1,623 | $511.9K | 0.39% | −226−12.2% | Reduced |
| Cambridge Financial Group, LLC | 1,624 | $512.3K | 0.16% | +140+9.4% | Added |
| Solano Wealth Investment Advisors LLC | 1,625 | $512.8K | 0.25% | −1−0.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,628 | $513.5K | 0.12% | −370−18.5% | Reduced |
| EWG Elevate Inc. | 1,630 | $514.1K | 0.16% | +74+4.8% | Added |
| Elite Life Management LLC | 1,687 | $515.6K | 1.05% | +48+2.9% | Added |
| Quartz Partners, LLC | 1,636 | $516.2K | 0.19% | +323+24.6% | Added |
| Kuhn & Co Investment Counsel | 1,637 | $516.5K | 0.41% | −1,159−41.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,638 | $516.7K | 0.34% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,639 | $517.1K | 0.17% | +13+0.8% | Added |
| Muirfield Wealth Advisors LLC | 1,643 | $518.4K | 0.38% | +57+3.6% | Added |
| Tanglewood Legacy Advisors, LLC | 1,644 | $518.6K | 0.20% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 1,644 | $518.6K | 0.25% | +1,644 | New |
| Hibernia Wealth Partners, LLC | 1,668 | $520.6K | 0.33% | −2,029−54.9% | Reduced |
| BlueStem Wealth Partners, LLC | 1,651 | $520.8K | 0.06% | +108+7.0% | Added |
| Strategic Investment Solutions, Inc. | 1,652 | $521.1K | 0.14% | −88−5.1% | Reduced |
| Granite FO LLC | 1,653 | $521.4K | 0.28% | 00.0% | Unchanged |
| CapitalatWork S.A. | – | $522.0K | 0.02% | – | – |
| Gill Capital Partners, LLC | 1,656 | $522.4K | 0.16% | −280−14.5% | Reduced |
| Genesee Capital Advisors, LLC | 1,661 | $524.0K | 0.23% | +6+0.4% | Added |
| Integrated Capital Management, LLC | 1,724 | $524.2K | 0.23% | −18−1.0% | Reduced |
| Nova R Wealth, Inc. | 1,662 | $524.4K | 0.22% | +201+13.8% | Added |
| Lipe & Dalton | 1,665 | $525.0K | 0.26% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,667 | $525.8K | 0.52% | +62+3.9% | Added |
| James Reed Financial Services, Inc. | 1,672 | $527.4K | 0.47% | +321+23.8% | Added |
| IronBridge Private Wealth, LLC | 1,674 | $528.0K | 0.17% | +7+0.4% | Added |
| Avid Wealth Partners LLC | 1,674 | $528.0K | 0.26% | +99+6.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,675 | $528.4K | 0.46% | −69−4.0% | Reduced |
| Capstone Wealth Management Group, LLC | 1,676 | $528.6K | 0.22% | +294+21.3% | Added |
| Garner Asset Management Corp | 1,679 | $529.6K | 0.21% | +2+0.1% | Added |
| Fearless Solutions, LLC dba Best Invest | 1,680 | $529.9K | 0.34% | +10+0.6% | Added |
| Virtue Capital Management, LLC | 695 | $530.3K | 0.12% | −8,304−92.3% | Reduced |
| Everest Management Corp. | 1,688 | $532.4K | 0.34% | +49+3.0% | Added |
| Fortress Financial Solutions, LLC | 1,689 | $532.8K | 0.58% | +910+116.8% | Added |
| Allie Family Office LLC | 1,691 | $533.4K | 0.25% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 1,696 | $534.8K | 0.08% | −215−11.3% | Reduced |
| Emergent Wealth Advisors, LLC | 1,696 | $534.8K | 0.31% | +6+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,696 | $534.8K | 0.18% | +4+0.2% | Added |
| Red Lighthouse Investment Management, LLC | 1,697 | $535.3K | 0.19% | +6+0.4% | Added |
| New Perspectives, Inc | 1,703 | $537.3K | 0.24% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 1,705 | $537.9K | 0.12% | +194+12.8% | Added |
| Sage Capital Advisors,llc | 1,707 | $538.4K | 0.13% | −468−21.5% | Reduced |
| Hobbs Wealth Management, LLC | 1,709 | $539.1K | 0.45% | +195+12.9% | Added |
| Noble Family Wealth, LLC | 1,715 | $541.0K | 0.12% | +765+80.5% | Added |
| Adamsbrown Wealth Consultants LLC | 1,716 | $541.1K | 0.15% | +105+6.5% | Added |
| RIA Advisory Group LLC | 1,717 | $541.5K | 0.14% | −124−6.7% | Reduced |
| Axim Planning & Wealth | 1,717 | $541.6K | 0.43% | −92−5.1% | Reduced |
| Battery Global Advisors, LLC | 1,717 | $541.6K | 0.25% | +1+0.1% | Added |
| Delta Wealth Advisors LLC | 1,719 | $542.2K | 0.42% | 00.0% | Unchanged |
| KWMG, LLC | 1,720 | $542.5K | 0.05% | +26+1.5% | Added |
| Horizon Investment Services, LLC | 1,723 | $543.6K | 0.21% | +297+20.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,727 | $544.6K | 0.21% | −86−4.7% | Reduced |
| Gordian Advisors LLC | 1,727 | $544.7K | 0.37% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 1,730 | $545.7K | 0.45% | +96+5.9% | Added |
| Power Wealth Management LLC | 1,732 | $546.3K | 0.20% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,733 | $546.7K | 0.30% | +47+2.8% | Added |
| North Ridge Wealth Advisors, Inc. | 1,736 | $547.6K | 0.31% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,745 | $550.4K | 0.32% | −4−0.2% | Reduced |
| Asset Management Group, Inc. | 1,745 | $550.5K | 0.09% | +7+0.4% | Added |
| Sanchez Wealth Management Group | 1,748 | $551.3K | 0.12% | +1+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 1,749 | $552.0K | 0.16% | −503−22.3% | Reduced |
| Financial Advisors Network, Inc. | 1,752 | $552.5K | 0.08% | −79−4.3% | Reduced |
| Everstar Asset Management, LLC | 1,753 | $552.9K | 0.31% | −165−8.6% | Reduced |
| Global Wealth Strategies & Associates | 1,755 | $553.5K | 0.14% | +478+37.4% | Added |
| Rebalance, LLC | 1,756 | $553.9K | 0.03% | −119−6.3% | Reduced |
| HTG Investment Advisors, Inc. | 1,758 | $554.5K | 0.19% | −1,372−43.8% | Reduced |
| Potentia Wealth | 1,758 | $554.5K | 0.21% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,759 | $554.8K | 0.23% | −2,451−58.2% | Reduced |
| Heritage Wealth Management, Inc. | 1,759 | $554.9K | 0.38% | +27+1.6% | Added |
| Ledgewood Wealth Advisors, LLC | 1,760 | $555.3K | 0.33% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,764 | $556.4K | 0.15% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,773 | $559.3K | 0.31% | −236−11.7% | Reduced |
| Walker Financial Services, Inc. | 1,774 | $559.5K | 0.22% | +1+0.1% | Added |
| Custos Family Office, LLC | 1,776 | $560.1K | 0.32% | +168+10.4% | Added |
| Lanham O'Dell & Company, Inc. | 1,777 | $560.4K | 0.18% | +5+0.3% | Added |
| My Personal CFO, LLC | 1,778 | $560.8K | 0.22% | −1,132−38.9% | Reduced |
| Foundation Wealth Management, LLC | 1,778 | $560.8K | 0.22% | −92−4.9% | Reduced |
| FSA Wealth Management LLC | 1,781 | $561.8K | 0.21% | −400−18.3% | Reduced |
| Sharkey, Howes & Javer | 1,785 | $562.9K | 0.07% | +34+1.9% | Added |
| Toth Financial Advisory Corp | 1,790 | $564.5K | 0.06% | +3+0.2% | Added |
| Presper Financial Architects, LLC | 1,800 | $567.8K | 0.33% | −221−10.9% | Reduced |
| Jupiter Wealth Management LLC | 1,804 | $569.0K | 0.27% | 00.0% | Unchanged |
| WT Wealth Management | 1,804 | $569.1K | 0.16% | −105−5.5% | Reduced |
| Leeward Financial Partners, LLC | 1,809 | $570.6K | 0.16% | −10−0.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,809 | $570.6K | 0.34% | +49+2.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,810 | $570.8K | 0.14% | +92+5.4% | Added |
| Helium Advisors LLC | 1,813 | $571.8K | 0.48% | −2,373−56.7% | Reduced |
| Brogan Financial, Inc. | 1,813 | $571.9K | 0.24% | +20+1.1% | Added |
| Morling Financial Advisors, LLC | 1,814 | $572.2K | 0.19% | −128−6.6% | Reduced |
| American Financial Advisors, LLC | 1,818 | $573.4K | 0.07% | +26+1.5% | Added |
| Family Investment Center, Inc. | 1,818 | $573.6K | 0.12% | −292−13.8% | Reduced |
| Amica Retiree Medical Trust | 1,822 | $575.0K | 0.79% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 1,826 | $576.1K | 0.31% | +124+7.3% | Added |