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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 62,273 | $19.6M | 1.09% | −1,508−2.4% | Reduced |
| Fagan Associates, Inc. | 62,047 | $19.6M | 2.70% | +275+0.4% | Added |
| Burling Wealth Partners, LLC | 62,037 | $19.6M | 3.24% | −779−1.2% | Reduced |
| Walter Public Investments Inc. | 61,915 | $19.5M | 3.21% | +37,368+152.2% | Added |
| Eagle Rock Investment Company, LLC | 61,738 | $19.5M | 2.91% | −179−0.3% | Reduced |
| Simmons Bank | 61,730 | $19.5M | 1.30% | +361+0.6% | Added |
| Pittenger & Anderson Inc | 61,723 | $19.5M | 0.71% | +4,409+7.7% | Added |
| Hudson Valley Investment Advisors Inc | 61,497 | $19.4M | 2.02% | −2,016−3.2% | Reduced |
| Sara-Bay Financial | 61,436 | $19.4M | 5.42% | −528−0.9% | Reduced |
| Carmel Capital Management L.L.C. | 61,377 | $19.4M | 5.88% | +105+0.2% | Added |
| Northside Capital Management, LLC | 61,352 | $19.4M | 1.77% | +200+0.3% | Added |
| Cornerstone Wealth Group, LLC | 61,253 | $19.3M | 1.31% | −311−0.5% | Reduced |
| Alyeska Investment Group, L.P. | 61,048 | $19.3M | 0.06% | −1,273,554−95.4% | Reduced |
| Mitchell Capital Management Co | 60,860 | $19.2M | 3.29% | +2,455+4.2% | Added |
| Farmers National Bank | 60,525 | $19.1M | 4.53% | −920−1.5% | Reduced |
| Vestcor Inc | 60,238 | $19.0M | 0.57% | −2,534−4.0% | Reduced |
| Schnieders Capital Management, LLC. | 60,138 | $19.0M | 3.38% | +60,138 | New |
| Laffer Tengler Investments | 60,060 | $18.9M | 3.00% | +7,704+14.7% | Added |
| Camden National Bank | 59,869 | $18.9M | 2.64% | −1,664−2.7% | Reduced |
| Ar Asset Management Inc | 59,825 | $18.9M | 3.98% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 59,687 | $18.8M | 2.67% | +1,924+3.3% | Added |
| German American Bancorp, Inc. | 59,583 | $18.8M | 1.66% | −13,104−18.0% | Reduced |
| Zuckerman Investment Group, LLC | 59,483 | $18.8M | 1.74% | −2,456−4.0% | Reduced |
| Vantage Investment Partners, LLC | 59,473 | $18.8M | 1.28% | −968−1.6% | Reduced |
| Cardinal Point Capital Management, ULC | 59,463 | $18.8M | 1.31% | −1,504−2.5% | Reduced |
| Consolidated Planning Corp | 59,442 | $18.7M | 1.98% | +834+1.4% | Added |
| Cypress Asset Management Inc | 59,335 | $18.7M | 4.26% | −538−0.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 59,239 | $18.7M | 2.91% | −20,213−25.4% | Reduced |
| Cardinal Capital Management | 59,156 | $18.7M | 2.58% | −653−1.1% | Reduced |
| WealthBridge Investment Counsel Inc. | 59,121 | $18.6M | 5.75% | −600−1.0% | Reduced |
| Trajan Wealth LLC | 59,108 | $18.6M | 0.80% | +7,915+15.5% | Added |
| Plato Investment Management Ltd | 59,440 | $18.6M | 1.26% | +886+1.5% | Added |
| Fulton Breakefield Broenniman LLC | 58,653 | $18.5M | 1.19% | +3,265+5.9% | Added |
| Buckley Wealth Management, LLC | 58,447 | $18.4M | 5.05% | −503−0.9% | Reduced |
| Frank, Rimerman Advisors LLC | 58,168 | $18.3M | 1.18% | +102+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 58,110 | $18.3M | 2.02% | −2,890−4.7% | Reduced |
| FFG Partners, LLC | 58,053 | $18.3M | 4.96% | +56,487+3,607.1% | Added |
| Dividend Assets Capital, LLC | 58,036 | $18.3M | 3.21% | +458+0.8% | Added |
| Traynor Capital Management, Inc. | 57,994 | $18.3M | 1.05% | +824+1.4% | Added |
| Country Club Bank | 57,925 | $18.3M | 1.08% | −1,856−3.1% | Reduced |
| Equitable Trust Co | 57,909 | $18.3M | 0.84% | −300−0.5% | Reduced |
| South Dakota Investment Council | 57,906 | $18.3M | 0.36% | −5,365−8.5% | Reduced |
| Tower Research Capital LLC (TRC) | 57,887 | $18.3M | 0.50% | −61,673−51.6% | Reduced |
| Mirador Capital Partners LP | 57,520 | $18.1M | 2.57% | −651−1.1% | Reduced |
| Stenger Family Office, LLC | 59,644 | $18.1M | 3.83% | +6,325+11.9% | Added |
| Joel Isaacson & Co., LLC | 57,423 | $18.1M | 0.65% | +3,477+6.4% | Added |
| Invictus Private Wealth, LLC | 57,286 | $18.1M | 1.13% | −632−1.1% | Reduced |
| Rocky Mountain Advisers, LLC | 57,220 | $18.0M | 5.27% | 00.0% | Unchanged |
| Next Level Private LLC | 58,365 | $18.0M | 5.23% | +764+1.3% | Added |
| Harbor Capital Advisors, Inc. | 57,156 | $18.0M | 1.40% | +1,719+3.1% | Added |
| Hills Bank & Trust Co | 57,074 | $18.0M | 1.06% | −720−1.2% | Reduced |
| Laurel Wealth Advisors LLC | 56,927 | $18.0M | 2.51% | −973−1.7% | Reduced |
| Haverford Financial Services, Inc. | 56,922 | $18.0M | 5.04% | −9,157−13.9% | Reduced |
| Independent Investors Inc | 56,799 | $17.9M | 3.45% | −135−0.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 56,650 | $17.9M | 0.75% | −129,270−69.5% | Reduced |
| Sigma Planning Corp | 56,641 | $17.9M | 0.51% | −9,718−14.6% | Reduced |
| Nations Financial Group Inc, | 56,598 | $17.9M | 1.11% | +2,241+4.1% | Added |
| Stolper Co | 56,229 | $17.7M | 5.37% | −863−1.5% | Reduced |
| First National Advisers, LLC | 56,145 | $17.7M | 2.40% | −3,499−5.9% | Reduced |
| Radnor Capital Management, LLC | 56,080 | $17.7M | 2.69% | +915+1.7% | Added |
| Venator Management LLC | 56,065 | $17.7M | 4.21% | −530−0.9% | Reduced |
| Nwi Management LP | 56,000 | $17.7M | 1.74% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 55,992 | $17.7M | 0.37% | +507+0.9% | Added |
| Banque Pictet & Cie SA | 55,967 | $17.7M | 0.18% | +3,401+6.5% | Added |
| Perennial Advisors, LLC | 55,940 | $17.6M | 3.06% | −76−0.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 55,881 | $17.6M | 1.23% | +20,063+56.0% | Added |
| Magnus Financial Group LLC | 55,852 | $17.6M | 1.39% | +499+0.9% | Added |
| LVM Capital Management Ltd | 55,754 | $17.6M | 1.69% | +398+0.7% | Added |
| Visionary Wealth Advisors | 55,656 | $17.6M | 0.82% | −38−0.1% | Reduced |
| Greystone Financial Group, LLC | 55,646 | $17.6M | 2.72% | −4,098−6.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 55,641 | $17.6M | 2.22% | +1,139+2.1% | Added |
| Capstone Financial Advisors, Inc. | 55,627 | $17.5M | 0.95% | +418+0.8% | Added |
| American National Bank | 55,593 | $17.5M | 1.73% | +883+1.6% | Added |
| GAM Holding AG | 55,322 | $17.5M | 1.08% | +654+1.2% | Added |
| Van Hulzen Asset Management, LLC | 55,048 | $17.4M | 1.29% | +8,363+17.9% | Added |
| Baker Ellis Asset Management LLC | 54,926 | $17.3M | 2.13% | +2,843+5.5% | Added |
| Kinsale Capital Group, Inc. | 54,869 | $17.3M | 3.16% | +3,392+6.6% | Added |
| Mengis Capital Management, Inc. | 54,866 | $17.3M | 3.40% | −599−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 68,637 | $17.3M | 1.43% | −326−0.5% | Reduced |
| Community Bank of Raymore | 54,390 | $17.2M | 11.87% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 54,201 | $17.1M | 0.82% | +44,769+474.7% | Added |
| Johnson Financial Group, Inc. | 53,954 | $17.0M | 0.64% | −5,290−8.9% | Reduced |
| LGT Fund Management Co Ltd. | 54,743 | $17.0M | 1.38% | +28+0.1% | Added |
| Lynch & Associates | 53,840 | $17.0M | 3.28% | −1,139−2.1% | Reduced |
| Meritage Portfolio Management | 53,824 | $17.0M | 1.13% | −5,129−8.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 53,803 | $17.0M | 0.32% | +10,341+23.8% | Added |
| Foster & Motley Inc | 53,796 | $17.0M | 0.91% | −2,166−3.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 80,099 | $16.9M | 1.55% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 53,431 | $16.9M | 3.62% | −3,283−5.8% | Reduced |
| Stratos Wealth Advisors, LLC | 53,404 | $16.8M | 0.81% | +1,584+3.1% | Added |
| Sage Mountain Advisors LLC | 53,380 | $16.8M | 0.96% | +2,484+4.9% | Added |
| Castleark Management LLC | 53,365 | $16.8M | 0.47% | +19,660+58.3% | Added |
| Teamwork Financial Advisors, LLC | 53,283 | $16.8M | 1.83% | −24,028−31.1% | Reduced |
| Fundamentun, LLC | 53,231 | $16.8M | 0.69% | −282−0.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 53,166 | $16.8M | 3.90% | +76+0.1% | Added |
| EagleClaw Capital Managment, LLC | 53,156 | $16.8M | 2.35% | −912−1.7% | Reduced |
| Colonial Trust Co | 52,854 | $16.7M | 2.25% | +968+1.9% | Added |
| Clough Capital Partners L P | 52,700 | $16.6M | 1.48% | −700−1.3% | Reduced |
| PFG Advisors | 52,662 | $16.6M | 0.68% | +2,935+5.9% | Added |
| Harrell Investment Partners, LLC | 52,645 | $16.6M | 3.92% | −2,632−4.8% | Reduced |