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 |
|---|---|---|---|---|---|
| one8zero8, LLC | 52,604 | $16.6M | 3.58% | +653+1.3% | Added |
| Buck Wealth Strategies, LLC | 52,527 | $16.6M | 2.27% | +311+0.6% | Added |
| BancorpSouth Bank | 52,510 | $16.6M | 1.01% | −1,182−2.2% | Reduced |
| Sigma Investment Counselors Inc | 52,495 | $16.6M | 0.86% | −159−0.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 52,425 | $16.5M | 2.86% | −3,536−6.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 52,246 | $16.5M | 1.23% | −9,915−16.0% | Reduced |
| HWG Holdings LP | 52,231 | $16.5M | 4.18% | +2,686+5.4% | Added |
| Miramar Capital, LLC | 52,176 | $16.5M | 3.65% | +909+1.8% | Added |
| StoneX Group Inc. | 52,022 | $16.4M | 0.72% | −2,305−4.2% | Reduced |
| Live Oak Private Wealth LLC | 51,914 | $16.4M | 2.28% | −144−0.3% | Reduced |
| Whalerock Point Partners, LLC | 51,804 | $16.3M | 3.32% | +51+0.1% | Added |
| Avantax Planning Partners, Inc. | 51,684 | $16.3M | 0.47% | −841−1.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 51,077 | $16.1M | 2.85% | −2,660−5.0% | Reduced |
| Transcend Wealth Collective, LLC | 50,750 | $16.0M | 1.13% | −1,411−2.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 50,722 | $16.0M | 0.95% | −6,030−10.6% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 50,705 | $16.0M | 0.54% | −245−0.5% | Reduced |
| PDS Planning, Inc | 50,653 | $16.0M | 1.11% | −1,271−2.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 50,635 | $16.0M | 3.30% | +448+0.9% | Added |
| Capital Analysts, LLC | 50,604 | $16.0M | 0.47% | −2,228−4.2% | Reduced |
| Peterson Wealth Services | 6,646 | $16.0M | 3.94% | −44,491−87.0% | Reduced |
| Hoertkorn Richard Charles | 50,557 | $15.9M | 6.17% | −1,855−3.5% | Reduced |
| Inlet Private Wealth, LLC | 50,490 | $15.9M | 3.59% | +26+0.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 50,424 | $15.9M | 0.34% | +50,424 | New |
| Centaurus Financial, Inc. | 50,403 | $15.9M | 0.75% | +1,175+2.4% | Added |
| Rench Wealth Management, Inc. | 50,317 | $15.9M | 4.66% | −160.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 50,267 | $15.9M | 0.75% | −17,704−26.0% | Reduced |
| Ascent Wealth Partners, LLC | 50,065 | $15.8M | 1.83% | −196−0.4% | Reduced |
| Matthew 25 Management Corp | 50,000 | $15.8M | 4.86% | −2,000−3.8% | Reduced |
| YHB Investment Advisors, Inc. | 49,956 | $15.8M | 1.15% | +292+0.6% | Added |
| Temasek Holdings (Private) Ltd | 49,870 | $15.7M | 0.05% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 49,831 | $15.7M | 9.95% | −975−1.9% | Reduced |
| Confluence Wealth Services, Inc. | 49,781 | $15.7M | 0.77% | +142+0.3% | Added |
| DRW Securities, LLC | 49,498 | $15.6M | 0.80% | +15,007+43.5% | Added |
| Marietta Wealth Management, LLC | 49,489 | $15.6M | 1.91% | +94+0.2% | Added |
| Cercano Management LLC | 49,354 | $15.6M | 0.60% | −44,719−47.5% | Reduced |
| KG&L Capital Management,LLC | 49,981 | $15.6M | 4.28% | −1,229−2.4% | Reduced |
| Wellington Shields & Co., LLC | 49,308 | $15.6M | 4.06% | −527−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 49,306 | $15.6M | 0.68% | +190+0.4% | Added |
| Osprey Private Wealth LLC | 48,910 | $15.4M | 5.61% | +13,580+38.4% | Added |
| IFP Advisors, Inc | 48,868 | $15.4M | 0.40% | +2,565+5.5% | Added |
| Baldwin Investment Management, LLC | 48,789 | $15.4M | 1.76% | −177−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 48,519 | $15.3M | 0.17% | +865+1.8% | Added |
| Prosperity Consulting Group, LLC | 48,461 | $15.3M | 0.75% | +1,652+3.5% | Added |
| Smartleaf Asset Management LLC | 48,398 | $15.3M | 0.95% | +10,939+29.2% | Added |
| Stokes Family Office, LLC | 48,377 | $15.3M | 1.45% | +674+1.4% | Added |
| Embree Financial Group | 48,374 | $15.3M | 2.05% | +378+0.8% | Added |
| Shorepoint Capital Partners LLC | 48,348 | $15.3M | 3.03% | +48,348 | New |
| Adalta Capital Management LLC | 48,212 | $15.2M | 6.90% | 00.0% | Unchanged |
| Twin Capital Management Inc | 48,151 | $15.2M | 1.91% | −11,744−19.6% | Reduced |
| Shepherd Financial Partners LLC | 48,091 | $15.2M | 1.44% | +230.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 48,059 | $15.2M | 1.15% | −1,089−2.2% | Reduced |
| Family Capital Trust Co | 47,945 | $15.1M | 5.06% | −1,949−3.9% | Reduced |
| Artisan Partners Limited Partnership | 47,892 | $15.1M | 0.02% | +47,892 | New |
| Lighthouse Investment Partners, LLC | 47,864 | $15.1M | 0.54% | +6,978+17.1% | Added |
| Cutler Investment Counsel LLC | 47,860 | $15.1M | 1.58% | −202−0.4% | Reduced |
| Brave Asset Management Inc | 47,807 | $15.1M | 3.68% | +125+0.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 47,478 | $15.0M | 3.66% | +238+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 47,418 | $15.0M | 0.78% | −2,911−5.8% | Reduced |
| Annex Advisory Services, LLC | 47,079 | $14.9M | 0.32% | −6,262−11.7% | Reduced |
| Stokes Capital Advisors, LLC | 46,971 | $14.8M | 3.45% | −341−0.7% | Reduced |
| Core Alternative Capital | 46,869 | $14.8M | 4.29% | −4,735−9.2% | Reduced |
| Clarity Financial LLC | 46,812 | $14.8M | 1.47% | −6,667−12.5% | Reduced |
| Beck Bode, LLC | 46,617 | $14.7M | 2.38% | +46,617 | New |
| Pure Financial Advisors, Inc. | 46,521 | $14.7M | 0.23% | −1,547−3.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 46,511 | $14.7M | 0.88% | −413−0.9% | Reduced |
| Cincinnati Casualty Co | 46,500 | $14.7M | 7.46% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $14.7M | 3.43% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 46,462 | $14.7M | 0.56% | −1,929−4.0% | Reduced |
| Duncker Streett & Co Inc | 46,038 | $14.5M | 2.53% | +310+0.7% | Added |
| Altrafin AG | 46,020 | $14.5M | 4.60% | −3,825−7.7% | Reduced |
| Community Financial Services Group, LLC | 46,005 | $14.5M | 2.66% | −927−2.0% | Reduced |
| Boston Family Office LLC | 45,962 | $14.5M | 0.92% | −249−0.5% | Reduced |
| Pioneer Trust Bank N A | 45,905 | $14.5M | 3.39% | −915−2.0% | Reduced |
| Mystic Asset Management, Inc. | 45,677 | $14.4M | 3.25% | −203−0.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 45,573 | $14.4M | 0.83% | −14,017−23.5% | Reduced |
| Canal Capital Management, LLC | 45,555 | $14.4M | 2.16% | −180.0% | Reduced |
| Bearing Point Capital, LLC | 45,552 | $14.4M | 2.47% | −467−1.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 45,542 | $14.4M | 1.18% | +4,657+11.4% | Added |
| Smithbridge Asset Management Inc | 45,523 | $14.4M | 2.09% | −645−1.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 45,496 | $14.4M | 3.35% | −36−0.1% | Reduced |
| Fulcrum Capital LLC | 45,400 | $14.3M | 2.94% | −1,458−3.1% | Reduced |
| Fulton Bank, N.A. | 45,398 | $14.3M | 0.50% | −1,029−2.2% | Reduced |
| RPG Investment Advisory, LLC | 45,395 | $14.3M | 1.69% | −217−0.5% | Reduced |
| Access Investment Management LLC | 45,392 | $14.3M | 3.85% | −5,000−9.9% | Reduced |
| Brown Miller Wealth Management, LLC | 45,388 | $14.3M | 4.06% | +299+0.7% | Added |
| Apriem Advisors | 45,383 | $14.3M | 1.35% | +609+1.4% | Added |
| L & S Advisors Inc | 45,240 | $14.3M | 1.37% | −1,369−2.9% | Reduced |
| New England Asset Management Inc | 45,180 | $14.3M | 1.86% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 45,158 | $14.2M | 1.08% | −1,151−2.5% | Reduced |
| Independent Financial Group, LLC | 45,096 | $14.2M | 0.34% | +512+1.1% | Added |
| Westover Capital Advisors, LLC | 45,035 | $14.2M | 2.63% | −365−0.8% | Reduced |
| Schulhoff & Co Inc | 45,014 | $14.2M | 6.06% | −136−0.3% | Reduced |
| Wedmont Private Capital | 46,117 | $14.2M | 0.53% | +2,070+4.7% | Added |
| Allen Capital Group, LLC | 44,957 | $14.2M | 1.35% | +1,978+4.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 44,936 | $14.2M | 3.00% | −2,418−5.1% | Reduced |
| 180 GPS Investments IC Ltd | 44,737 | $14.1M | 8.20% | +44,737 | New |
| Ballast Advisors LLC | 44,605 | $14.1M | 3.88% | −691−1.5% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 44,531 | $14.0M | 1.84% | −273−0.6% | Reduced |
| Mirabaud Asset Management Ltd | 44,453 | $14.0M | 6.80% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 44,422 | $14.0M | 1.87% | +168+0.4% | Added |