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 |
|---|---|---|---|---|---|
| Trueblood Wealth Management, LLC | 44,339 | $14.0M | 5.45% | −454−1.0% | Reduced |
| Bard Financial Services, Inc. | 44,060 | $13.9M | 1.53% | −600−1.3% | Reduced |
| Nelson Capital Management, LLC | 43,991 | $13.9M | 1.65% | +2,243+5.4% | Added |
| SageView Advisory Group, LLC | 43,990 | $13.9M | 0.48% | −1,760−3.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 43,951 | $13.9M | 0.84% | +13,952+46.5% | Added |
| Liontrust Investment Partners LLP | 43,922 | $13.9M | 0.20% | +43,922 | New |
| Shelton Capital Management | 43,892 | $13.8M | 0.30% | +4,704+12.0% | Added |
| City Holding Co | 43,879 | $13.8M | 1.74% | +1,207+2.8% | Added |
| Intrust Bank NA | 43,829 | $13.8M | 1.15% | +332+0.8% | Added |
| Patton Albertson Miller Group, LLC | 43,774 | $13.8M | 1.67% | −1,097−2.4% | Reduced |
| Elk River Wealth Management, LLC | 43,772 | $13.8M | 2.21% | −174−0.4% | Reduced |
| Syon Capital LLC | 43,589 | $13.7M | 0.74% | +4,944+12.8% | Added |
| Jacobi Capital Management LLC | 43,452 | $13.7M | 0.83% | −818−1.8% | Reduced |
| Rollins Financial Advisors, LLC | 43,442 | $13.7M | 2.07% | −508−1.2% | Reduced |
| Pettee Investors, Inc. | 43,381 | $13.7M | 7.53% | −2,215−4.9% | Reduced |
| Parthenon LLC | 43,360 | $13.7M | 1.52% | +462+1.1% | Added |
| Plimoth Trust Co LLC | 43,360 | $13.7M | 3.10% | −2,142−4.7% | Reduced |
| Thompson Investment Management, Inc. | 43,221 | $13.6M | 1.82% | −1,942−4.3% | Reduced |
| Bangor Savings Bank | 43,125 | $13.6M | 1.13% | −592−1.4% | Reduced |
| XML Financial, LLC | 42,871 | $13.5M | 1.10% | −1,500−3.4% | Reduced |
| CX Institutional | 42,824 | $13.5M | 0.41% | +16,994+65.8% | Added |
| Private Advisory Group LLC | 42,778 | $13.5M | 1.18% | −1,470−3.3% | Reduced |
| Xcel Wealth Management, LLC | 42,766 | $13.5M | 3.51% | −343−0.8% | Reduced |
| SevenBridge Financial Group, LLC | 42,024 | $13.5M | 2.22% | −1,856−4.2% | Reduced |
| Kinneret Advisory, LLC | 42,642 | $13.5M | 1.14% | −191−0.4% | Reduced |
| Bridgewater Advisors Inc. | 42,869 | $13.4M | 0.93% | −300−0.7% | Reduced |
| Townsend Asset Management Corp | 42,508 | $13.4M | 4.77% | −706−1.6% | Reduced |
| First Western Trust Bank | 42,424 | $13.4M | 0.61% | −1,488−3.4% | Reduced |
| Profund Advisors LLC | 42,418 | $13.4M | 0.43% | +2,303+5.7% | Added |
| Royal Fund Management, LLC | 42,293 | $13.3M | 1.64% | −7,121−14.4% | Reduced |
| Parcion Private Wealth LLC | 42,305 | $13.3M | 0.83% | +1,082+2.6% | Added |
| Coerente Capital Management | 42,191 | $13.3M | 2.36% | −1,255−2.9% | Reduced |
| Nordwand Advisors, LLC | 42,113 | $13.3M | 2.11% | +4,263+11.3% | Added |
| Asset Planning Services Inc | 42,057 | $13.3M | 5.59% | +150+0.4% | Added |
| Interval Partners, LP | 41,787 | $13.2M | 0.28% | −44,046−51.3% | Reduced |
| Anchor Investment Management, LLC | 41,559 | $13.1M | 1.09% | +1,262+3.1% | Added |
| Harbour Capital Advisors, LLC | 42,602 | $13.1M | 2.68% | −4,400−9.4% | Reduced |
| Signal Advisors Wealth, LLC | 41,470 | $13.1M | 1.19% | +10,476+33.8% | Added |
| Unison Asset Management LLC | 41,443 | $13.1M | 6.11% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 41,299 | $13.0M | 0.74% | +1,227+3.1% | Added |
| McGinn Investment Management, Inc. | 41,242 | $13.0M | 7.63% | −220−0.5% | Reduced |
| Providence Capital Advisors, LLC | 41,189 | $13.0M | 2.25% | +776+1.9% | Added |
| Barometer Capital Management Inc. | 41,278 | $13.0M | 2.96% | −2,122−4.9% | Reduced |
| RBF Capital, LLC | 41,000 | $12.9M | 0.59% | 00.0% | Unchanged |
| Tradewinds, LLC. | 40,995 | $12.9M | 3.15% | +40,995 | New |
| Compass Wealth Management LLC | 40,977 | $12.9M | 2.89% | −1,190−2.8% | Reduced |
| Contravisory Investment Management, Inc. | 40,946 | $12.9M | 2.50% | −1,994−4.6% | Reduced |
| GW Henssler & Associates Ltd | 40,922 | $12.9M | 0.64% | −313−0.8% | Reduced |
| First Nebraska Trust Co | 40,911 | $12.9M | 1.17% | +240+0.6% | Added |
| Valmark Advisers, Inc. | 40,850 | $12.9M | 0.17% | +210+0.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 40,641 | $12.8M | 0.96% | −265−0.6% | Reduced |
| Chronos Wealth Management, LLC | 40,619 | $12.8M | 6.28% | −568−1.4% | Reduced |
| Citizens National Bank Trust Department | 40,491 | $12.8M | 2.28% | −240−0.6% | Reduced |
| Icon Wealth Advisors, LLC | 40,374 | $12.7M | 0.86% | −1,925−4.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 40,362 | $12.7M | 5.43% | −3,846−8.7% | Reduced |
| Larson Financial Group LLC | 40,356 | $12.7M | 0.45% | +2,722+7.2% | Added |
| Intact Investment Management Inc. | 40,300 | $12.7M | 0.38% | −200−0.5% | Reduced |
| Lathrop Investment Management Corp | 40,127 | $12.7M | 2.33% | +1,730+4.5% | Added |
| Chilton Investment Co LLC | 40,094 | $12.6M | 0.26% | +17,739+79.4% | Added |
| NBC Securities, Inc. | 40,088 | $12.6M | 0.97% | −267−0.7% | Reduced |
| Arista Wealth Management, LLC | 40,027 | $12.6M | 1.57% | +766+2.0% | Added |
| Empire Financial Management Company, LLC | 39,949 | $12.6M | 2.89% | +130+0.3% | Added |
| Redmond Asset Management, LLC | 39,877 | $12.6M | 3.09% | −1,129−2.8% | Reduced |
| Beacon Financial Group | 39,874 | $12.6M | 1.24% | −831−2.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 39,872 | $12.6M | 3.49% | −3,300−7.6% | Reduced |
| Parkside Financial Bank & Trust | 39,808 | $12.6M | 0.97% | +627+1.6% | Added |
| Broadleaf Partners, LLC | 39,780 | $12.5M | 2.62% | +13,765+52.9% | Added |
| Financial Advisory Service, Inc. | 39,638 | $12.5M | 0.85% | +656+1.7% | Added |
| Constitution Capital LLC | 39,611 | $12.5M | 5.84% | −898−2.2% | Reduced |
| Csenge Advisory Group | 39,551 | $12.5M | 0.60% | −810−2.0% | Reduced |
| American Money Management, LLC | 39,535 | $12.5M | 2.08% | −121−0.3% | Reduced |
| Mirabella Financial Services LLP | 39,566 | $12.5M | 1.08% | +22,164+127.4% | Added |
| Western Wealth Management, LLC | 39,472 | $12.5M | 0.66% | +937+2.4% | Added |
| Advocate Group LLC | 39,466 | $12.4M | 2.05% | −1,053−2.6% | Reduced |
| Claro Advisors LLC | 39,398 | $12.4M | 1.81% | +512+1.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 39,349 | $12.4M | 2.08% | −2,650−6.3% | Reduced |
| Strategic Planning Group, LLC | 39,168 | $12.4M | 1.67% | +8,170+26.4% | Added |
| Legacy Trust | 39,140 | $12.3M | 2.43% | +2,942+8.1% | Added |
| Greenwood Capital Associates LLC | 39,116 | $12.3M | 1.42% | −1,998−4.9% | Reduced |
| Waratah Capital Advisors Ltd. | 39,115 | $12.3M | 0.84% | +2,512+6.9% | Added |
| Bridge Creek Capital Management LLC | 39,033 | $12.3M | 3.42% | −1,949−4.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 39,009 | $12.3M | 6.81% | −402−1.0% | Reduced |
| Viking Fund Management LLC | 39,000 | $12.3M | 1.49% | −3,000−7.1% | Reduced |
| Arete Wealth Advisors, LLC | 38,929 | $12.3M | 0.77% | +2,201+6.0% | Added |
| Torray LLC | 38,859 | $12.3M | 1.66% | −14,545−27.2% | Reduced |
| Fusion Capital, LLC | 39,311 | $12.2M | 3.56% | −642−1.6% | Reduced |
| Strategic Advisors LLC | 38,748 | $12.2M | 1.97% | +425+1.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 38,650 | $12.2M | 2.94% | +130+0.3% | Added |
| Van Strum & Towne Inc. | 38,638 | $12.2M | 3.58% | −893−2.3% | Reduced |
| Q Capital Solutions | 38,610 | $12.2M | 5.28% | −17,590−31.3% | Reduced |
| BCS Private Wealth Management, Inc. | 38,593 | $12.2M | 4.36% | −310−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 38,550 | $12.2M | 0.37% | +1,321+3.5% | Added |
| Harbour Investments, Inc. | 38,527 | $12.2M | 0.28% | +618+1.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 38,517 | $12.1M | 0.44% | +2,662+7.4% | Added |
| WESPAC Advisors SoCal, LLC | 38,512 | $12.1M | 2.47% | −1,226−3.1% | Reduced |
| Security National Bank | 38,497 | $12.1M | 1.86% | +1,012+2.7% | Added |
| Stablepoint Partners, LLC | 38,432 | $12.1M | 1.92% | −719−1.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 38,431 | $12.1M | 1.92% | −1,079−2.7% | Reduced |
| Old Second National Bank of Aurora | 38,343 | $12.1M | 2.49% | −1,239−3.1% | Reduced |
| Advanced Asset Management Advisors Inc | 38,277 | $12.1M | 3.23% | +70+0.2% | Added |