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
- 2,123 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Rbo & Co LLC | 75,537 | $23.8M | 3.73% | −840−1.1% | Reduced |
| United Asset Strategies, Inc. | 75,515 | $23.8M | 1.91% | −571−0.8% | Reduced |
| Buckingham Strategic Partners | 75,332 | $23.8M | 0.27% | +9,409+14.3% | Added |
| Dnca Finance | 75,179 | $23.7M | 1.62% | −8,548−10.2% | Reduced |
| NorthRock Partners, LLC | 75,102 | $23.7M | 0.43% | +6,519+9.5% | Added |
| Cabot Wealth Management Inc | 75,102 | $23.7M | 2.63% | −568−0.8% | Reduced |
| James Investment Research Inc | 74,876 | $23.6M | 2.58% | −990−1.3% | Reduced |
| Legacy Private Trust Co. | 74,529 | $23.5M | 1.41% | +9,699+15.0% | Added |
| First Financial Bank - Trust Division | 74,456 | $23.5M | 2.01% | −2,156−2.8% | Reduced |
| Wealthspire Advisors, LLC | 74,281 | $23.4M | 0.12% | −5,098−6.4% | Reduced |
| Exchange Traded Concepts, LLC | 74,197 | $23.4M | 0.22% | +18,768+33.9% | Added |
| Moneta Group Investment Advisors LLC | 74,018 | $23.3M | 0.19% | +887+1.2% | Added |
| Tufton Capital Management | 73,999 | $23.3M | 4.16% | −261−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 73,918 | $23.3M | 0.09% | +24,784+50.4% | Added |
| Circle Wealth Management, LLC | 73,754 | $23.3M | 0.45% | +761+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 73,089 | $23.1M | 1.52% | −9,867−11.9% | Reduced |
| Spire Wealth Management | 73,047 | $23.0M | 0.78% | +6,528+9.8% | Added |
| Hilltop Holdings Inc. | 72,874 | $23.0M | 1.22% | −2,400−3.2% | Reduced |
| Middleton & Co Inc | 72,713 | $22.9M | 2.48% | −3,751−4.9% | Reduced |
| Cohen Klingenstein LLC | 72,700 | $22.9M | 0.72% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 72,532 | $22.9M | 2.14% | −425−0.6% | Reduced |
| Cypress Capital Group | 72,529 | $22.9M | 2.74% | −158−0.2% | Reduced |
| FourThought Financial Partners, LLC | 72,479 | $22.9M | 2.01% | −1,778−2.4% | Reduced |
| Connors Investor Services Inc | 72,148 | $22.8M | 1.94% | +3,751+5.5% | Added |
| MASTERINVEST Kapitalanlage GmbH | 71,898 | $22.7M | 2.21% | −2,209−3.0% | Reduced |
| Everence Capital Management Inc | 71,665 | $22.6M | 1.35% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 71,579 | $22.6M | 0.57% | −11,609−14.0% | Reduced |
| Osher Van de Voorde Investment Management | 71,562 | $22.6M | 4.91% | −725−1.0% | Reduced |
| Advisors Asset Management, Inc. | 71,418 | $22.5M | 0.38% | +1,980+2.9% | Added |
| Stockman Wealth Management, Inc. | 71,268 | $22.5M | 2.79% | −1,031−1.4% | Reduced |
| Atomi Financial Group, Inc. | 71,110 | $22.4M | 0.73% | +4,720+7.1% | Added |
| MainStreet Investment Advisors LLC | 70,842 | $22.3M | 3.00% | −7,005−9.0% | Reduced |
| Community Bank, N.A. | 70,644 | $22.3M | 2.69% | −1,559−2.2% | Reduced |
| Richard C. Young & CO., LTD. | 70,442 | $22.2M | 2.06% | −1,048−1.5% | Reduced |
| DSG Capital Advisors, LLC | 70,281 | $22.2M | 3.53% | +1,658+2.4% | Added |
| Mission Wealth Management, LP | 70,221 | $22.1M | 0.45% | −19,230−21.5% | Reduced |
| Allied Investment Advisors, LLC | 70,214 | $22.1M | 3.52% | +796+1.1% | Added |
| GLOBALT Investments LLC | 70,206 | $22.1M | 0.81% | −907−1.3% | Reduced |
| Caisse des Depots Et Consignations | 70,031 | $22.1M | 0.94% | −555−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 70,007 | $22.1M | 3.35% | +1,674+2.4% | Added |
| Tompkins Financial Corp | 69,855 | $22.0M | 1.84% | −2,601−3.6% | Reduced |
| Hollencrest Capital Management | 69,613 | $22.0M | 0.79% | +6,630+10.5% | Added |
| NewSquare Capital LLC | 69,188 | $21.8M | 1.48% | −20,338−22.7% | Reduced |
| Venturi Wealth Management, LLC | 69,174 | $21.8M | 1.01% | +1,518+2.2% | Added |
| Naples Global Advisors, LLC | 68,920 | $21.7M | 1.69% | +1,970+2.9% | Added |
| Sowell Financial Services LLC | 68,693 | $21.7M | 0.83% | −5,594−7.5% | Reduced |
| Greenwood Gearhart Inc | 68,609 | $21.6M | 1.25% | +486+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 73,326 | $21.6M | 0.19% | −2,266−3.0% | Reduced |
| Woodstock Corp | 68,310 | $21.5M | 1.87% | −616−0.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 68,307 | $21.5M | 1.46% | −2,381−3.4% | Reduced |
| Heritage Trust Co | 68,081 | $21.5M | 2.28% | +849+1.3% | Added |
| Ethic Inc. | 67,702 | $21.4M | 0.35% | +3,712+5.8% | Added |
| Caldwell Trust Co | 67,642 | $21.3M | 1.99% | −542−0.8% | Reduced |
| Farmers Trust Co | 67,638 | $21.3M | 3.68% | −875−1.3% | Reduced |
| River Wealth Advisors LLC | 67,634 | $21.3M | 2.49% | +374+0.6% | Added |
| PFG Investments, LLC | 67,534 | $21.3M | 1.11% | −300.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 67,397 | $21.3M | 0.63% | +53,883+398.7% | Added |
| Sterling Capital Management LLC | 67,093 | $21.2M | 0.31% | −172−0.3% | Reduced |
| Barbara Oil Co. | 67,000 | $21.1M | 7.87% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 66,806 | $21.1M | 0.53% | −945−1.4% | Reduced |
| AlphaCore Capital LLC | 66,691 | $21.0M | 0.71% | +3,840+6.1% | Added |
| Strategy Asset Managers LLC | 66,652 | $21.0M | 3.78% | +204+0.3% | Added |
| One Capital Management, LLC | 66,589 | $21.0M | 0.67% | −343−0.5% | Reduced |
| Telos Capital Management, Inc. | 66,288 | $20.9M | 2.00% | −35−0.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 66,191 | $20.9M | 0.36% | +11,312+20.6% | Added |
| 1st Source Bank | 66,000 | $20.8M | 1.10% | −1,805−2.7% | Reduced |
| AMG National Trust Bank | 65,963 | $20.8M | 0.51% | −514−0.8% | Reduced |
| Picton Mahoney Asset Management | 65,945 | $20.8M | 0.27% | −4,333−6.2% | Reduced |
| Griffin Asset Management, Inc. | 65,939 | $20.8M | 2.34% | −857−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 65,767 | $20.7M | 0.41% | −520−0.8% | Reduced |
| Phoenix Holdings Ltd. | 65,667 | $20.7M | 0.25% | −11,099−14.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 65,542 | $20.7M | 0.54% | −17,343−20.9% | Reduced |
| National Asset Management, Inc. | 65,437 | $20.6M | 0.99% | −8,124−11.0% | Reduced |
| Close Asset Management Ltd | 65,437 | $20.6M | 0.46% | −1,490−2.2% | Reduced |
| Granite Investment Partners, LLC | 65,366 | $20.6M | 1.17% | −1,285−1.9% | Reduced |
| Intellus Advisors LLC | 65,194 | $20.6M | 2.81% | −317−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 65,084 | $20.5M | 1.09% | −542−0.8% | Reduced |
| Integrated Advisors Network LLC | 65,027 | $20.5M | 0.86% | +2,753+4.4% | Added |
| Fidelis Capital Partners, LLC | 64,976 | $20.5M | 1.60% | +6,036+10.2% | Added |
| David Loasby | 66,299 | $20.4M | 1.59% | +554+0.8% | Added |
| Means Investment Co., Inc. | 64,619 | $20.4M | 1.76% | +596+0.9% | Added |
| Iowa State Bank | 64,511 | $20.3M | 3.87% | −2,746−4.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 64,274 | $20.3M | 3.35% | −10.0% | Reduced |
| JCIC Asset Management Inc. | 64,163 | $20.2M | 6.33% | +64,163 | New |
| Essex Financial Services, Inc. | 64,159 | $20.2M | 1.21% | −1,352−2.1% | Reduced |
| Princeton Global Asset Management LLC | 64,156 | $20.2M | 3.36% | −455−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 64,131 | $20.2M | 1.39% | +672+1.1% | Added |
| Copeland Capital Management, LLC | 64,047 | $20.2M | 0.42% | −3,157−4.7% | Reduced |
| Morningstar Investment Management LLC | 63,993 | $20.2M | 0.74% | +61,194+2,186.3% | Added |
| BDF-Gestion | 63,921 | $20.2M | 2.40% | −13,290−17.2% | Reduced |
| Brighton Jones LLC | 63,816 | $20.1M | 0.48% | +12,246+23.7% | Added |
| BTG Pactual Asset Management US LLC | 63,337 | $20.0M | 2.36% | +5,529+9.6% | Added |
| Bank of Nova Scotia Trust Co | 63,314 | $20.0M | 1.86% | −1,947−3.0% | Reduced |
| Winslow Asset Management Inc | 63,292 | $20.0M | 3.75% | −2,582−3.9% | Reduced |
| Keystone Financial Group | 63,004 | $19.9M | 1.52% | +8,719+16.1% | Added |
| Arvest Bank Trust Division | 62,841 | $19.8M | 1.10% | −23,654−27.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 62,678 | $19.8M | 1.77% | +9,650+18.2% | Added |
| SRS Capital Advisors, Inc. | 62,478 | $19.7M | 0.29% | +30,528+95.5% | Added |
| Roundview Capital LLC | 62,445 | $19.7M | 1.25% | −51−0.1% | Reduced |
| SFE Investment Counsel | 62,370 | $19.7M | 3.14% | −1,722−2.7% | Reduced |