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 |
|---|---|---|---|---|---|
| Schiavi & Co LLC | 1,829 | $576.9K | 0.19% | −4−0.2% | Reduced |
| Aquatic Capital Management LLC | 1,833 | $578.2K | 0.01% | +1,833 | New |
| Denver Wealth Management, Inc. | 1,839 | $580.1K | 0.21% | −6−0.3% | Reduced |
| Bennett Associates Wealth Management | 1,843 | $581.3K | 0.42% | +39+2.2% | Added |
| Echo45 Advisors LLC | 1,843 | $581.4K | 0.34% | −25−1.3% | Reduced |
| Gladwyn Financial Advisors, Inc. | 1,844 | $581.5K | 0.42% | +2+0.1% | Added |
| Cushing Capital Partners, LLC | 1,846 | $582.3K | 0.46% | −247−11.8% | Reduced |
| Silver Oak Advisory Group, Inc. | 1,849 | $583.0K | 0.26% | −242−11.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,850 | $583.7K | 0.36% | +5+0.3% | Added |
| Riggs Asset Managment Co. Inc. | 1,851 | $583.9K | 0.13% | +222+13.6% | Added |
| J Hagan Capital, Inc. | 1,851 | $583.9K | 0.35% | +441+31.3% | Added |
| Wilson & Boucher Capital Management, LLC | 1,851 | $583.9K | 0.38% | −200−9.8% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,857 | $585.9K | 0.40% | +5+0.3% | Added |
| DHJJ Financial Advisors, Ltd. | 1,859 | $586.5K | 0.20% | −1−0.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,860 | $586.6K | 0.31% | −21−1.1% | Reduced |
| Atwater Malick LLC | 1,861 | $587.0K | 0.17% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,867 | $589.0K | 0.17% | +29+1.6% | Added |
| 21 West Wealth Management LLC | 1,868 | $589.2K | 0.56% | −9−0.5% | Reduced |
| Cura Wealth Advisors, LLC | 1,870 | $589.9K | 0.23% | +290+18.4% | Added |
| Gratus Wealth Advisors, LLC | 1,872 | $590.6K | 0.08% | −135−6.7% | Reduced |
| Acorns Advisers, LLC | 1,874 | $591.0K | 0.00% | +282+17.7% | Added |
| Gordian Capital Singapore Pte Ltd | 1,874 | $591.1K | 0.80% | +350+23.0% | Added |
| Davies Financial Advisors, Inc. | 1,877 | $592.0K | 0.48% | −803−30.0% | Reduced |
| Roth Financial Partners LLC | 1,877 | $592.1K | 0.20% | 00.0% | Unchanged |
| SLT Holdings LLC | 1,877 | $592.1K | 0.39% | 00.0% | Unchanged |
| Binnacle Investments Inc | 1,877 | $592.1K | 0.35% | +78+4.3% | Added |
| Prepared Retirement Institute LLC | 1,878 | $592.4K | 0.31% | +57+3.1% | Added |
| Columbus Macro, LLC | 1,878 | $592.5K | 0.07% | −142−7.0% | Reduced |
| DGS Capital Management, LLC | 1,879 | $592.7K | 0.11% | +680+56.7% | Added |
| Broadwater Capital Management LLC | 1,881 | $593.3K | 0.43% | −543,440−99.7% | Reduced |
| Foresight Capital Management Advisors, Inc. | 1,882 | $593.6K | 0.33% | +64+3.5% | Added |
| Laidlaw Wealth Management LLC | 1,887 | $595.2K | 1.42% | −86−4.4% | Reduced |
| Exeter Financial, LLC | 1,887 | $595.2K | 0.26% | −25−1.3% | Reduced |
| Duncan Williams Asset Management, LLC | 1,888 | $595.5K | 0.17% | −9−0.5% | Reduced |
| Garland Capital Management Inc | 1,890 | $596.2K | 8.20% | −6,180−76.6% | Reduced |
| HFR Wealth Management, LLC | 1,890 | $596.2K | 0.14% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 1,890 | $596.2K | 0.14% | +2+0.1% | Added |
| Tradewinds Capital Management, LLC | 1,892 | $596.8K | 0.13% | +868+84.8% | Added |
| Noble Wealth Management PBC | 1,893 | $597.1K | 0.32% | +1,893 | New |
| REAP Financial Group, LLC | 1,896 | $598.0K | 0.13% | +110+6.2% | Added |
| Parkwoods Wealth Partners, LLC | 1,897 | $598.4K | 0.20% | +44+2.4% | Added |
| CogentBlue Wealth Advisors, LLC | 1,897 | $598.4K | 0.41% | +51+2.8% | Added |
| CVFG LLC | 1,897 | $598.4K | 0.43% | +101+5.6% | Added |
| Joel Adams & Associates, Inc. | 1,899 | $599.0K | 0.48% | 00.0% | Unchanged |
| Options Solutions, LLC | 1,900 | $599.3K | 0.45% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,919 | $605.3K | 0.33% | −239−11.1% | Reduced |
| Banyan Capital Management, Inc. | 1,920 | $605.6K | 0.28% | +1,920 | New |
| Rather & Kittrell, Inc. | 1,929 | $608.5K | 0.11% | +455+30.9% | Added |
| Legacy Financial Group, Inc. | 1,935 | $610.4K | 0.17% | −32−1.6% | Reduced |
| denkapparat Operations GmbH | 1,936 | $610.7K | 0.39% | −1,130−36.9% | Reduced |
| Tandem Wealth Advisors LLC | 1,939 | $611.6K | 0.29% | −310−13.8% | Reduced |
| Provenance Wealth Advisors, LLC | 1,944 | $613.2K | 0.08% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,994 | $613.6K | 0.20% | −274−12.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,914 | $614.4K | 0.09% | −1,623−35.8% | Reduced |
| Virtus ETF Advisers LLC | 1,949 | $614.8K | 0.34% | −1,146−37.0% | Reduced |
| MN Wealth Advisors, LLC | 1,952 | $615.9K | 0.33% | +72+3.8% | Added |
| Index Fund Advisors, Inc. | 1,953 | $616.1K | 0.03% | +538+38.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,957 | $617.2K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 1,957 | $617.3K | 0.06% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,964 | $619.5K | 0.21% | −63−3.1% | Reduced |
| Horizon Family Wealth, Inc. | 1,965 | $619.7K | 0.36% | +10+0.5% | Added |
| Kearns & Associates LLC | 1,967 | $620.5K | 0.33% | +7+0.4% | Added |
| Wealthspan Partners, LLC | 1,968 | $620.9K | 0.24% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,970 | $621.4K | 0.03% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 1,974 | $622.7K | 1.75% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 1,974 | $623.0K | 0.10% | +1,000+102.7% | Added |
| Awm Capital, LLC | 1,975 | $623.0K | 0.06% | +62+3.2% | Added |
| Integrated Quantitative Investments LLC | 1,984 | $625.8K | 0.18% | −938−32.1% | Reduced |
| Sterling Financial Planning, Inc. | 1,986 | $626.4K | 0.20% | −32−1.6% | Reduced |
| Bell Investment Advisors, Inc | 1,987 | $626.8K | 0.10% | +8+0.4% | Added |
| Lincoln Capital Corp | 1,991 | $627.9K | 0.23% | +243+13.9% | Added |
| Smallwood Wealth Investment Management, LLC | 1,994 | $629.0K | 0.32% | +5+0.3% | Added |
| 111 Capital | 1,994 | $629.0K | 0.12% | +1,994 | New |
| Sierra Ocean, LLC | 1,995 | $629.2K | 0.53% | −212−9.6% | Reduced |
| Alliance Wealth Advisors, LLC | 1,996 | $629.6K | 0.15% | +219+12.3% | Added |
| Brooktree Capital Management | 2,000 | $630.9K | 0.40% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $630.9K | 0.47% | 00.0% | Unchanged |
| Gruss & Co., LLC | 2,000 | $630.9K | 1.64% | +1,000+100.0% | Added |
| Compass Financial Group, INC | 2,004 | $632.2K | 0.10% | +4+0.2% | Added |
| WESPAC Advisors, LLC | 2,006 | $632.6K | 0.37% | −354−15.0% | Reduced |
| Betterment LLC | 2,007 | $633.0K | 0.00% | +37+1.9% | Added |
| Lokken Investment Group LLC | 2,008 | $633.4K | 0.22% | +160+8.7% | Added |
| Krane Funds Advisors LLC | 2,140 | $633.5K | 0.02% | +336+18.6% | Added |
| Widmann Financial Services, Inc. | 2,012 | $634.5K | 0.40% | +113+6.0% | Added |
| Peterson Wealth Advisors, LLC | 2,063 | $634.6K | 0.09% | +33+1.6% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,015 | $635.7K | 0.23% | +23+1.2% | Added |
| Karani Asset Management LLC | 2,016 | $635.9K | 0.54% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 2,025 | $638.7K | 0.01% | −380−15.8% | Reduced |
| Foundation Wealth Management, LLC | 2,028 | $639.4K | 0.41% | +26+1.3% | Added |
| Kinloch Capital, LLC | 2,028 | $639.7K | 0.28% | −5−0.2% | Reduced |
| C M Bidwell & Associates Ltd | 2,029 | $640.0K | 0.31% | −90−4.2% | Reduced |
| LifeWealth Investments, LLC | 2,031 | $640.5K | 0.10% | −55−2.6% | Reduced |
| GreatBanc Trust CO | 2,034 | $641.6K | 0.44% | +2,034 | New |
| Three Bridge Wealth Advisors, LLC | 2,040 | $643.5K | 0.17% | −944−31.6% | Reduced |
| Redwood Wealth Management Group, LLC | 2,043 | $644.5K | 0.27% | +10.0% | Added |
| Builder Investment Group Inc | 2,045 | $645.1K | 0.14% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 2,046 | $645.4K | 0.09% | +4+0.2% | Added |
| Capitol Family Office, Inc. | 2,046 | $645.4K | 0.78% | +13+0.6% | Added |
| Clarion Wealth Managment Partners, LLC | 2,047 | $645.7K | 0.64% | +35+1.7% | Added |
| Bestgate Wealth Advisors, LLC | 2,051 | $646.9K | 1.14% | 00.0% | Unchanged |