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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 38,230 | $12.1M | 2.81% | +115+0.3% | Added |
| Apexium Financial, LP | 38,217 | $12.1M | 0.59% | +385+1.0% | Added |
| Leonteq Securities AG | 37,988 | $12.0M | 0.64% | −6,786−15.2% | Reduced |
| Mechanics Bank Trust Department | 37,926 | $12.0M | 1.68% | −1,132−2.9% | Reduced |
| Concord Investment Counsel Inc. | 37,922 | $12.0M | 3.80% | +37,922 | New |
| Fulcrum Asset Management LLP | 37,906 | $12.0M | 3.31% | −1,053−2.7% | Reduced |
| Chemistry Wealth Management LLC | 37,857 | $11.9M | 2.30% | +169+0.4% | Added |
| Chicago Trust Co NA | 37,834 | $11.9M | 1.66% | −2,361−5.9% | Reduced |
| Private Trust Co NA | 37,669 | $11.9M | 1.05% | −4,502−10.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 37,652 | $11.9M | 1.50% | −3,586−8.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 37,581 | $11.9M | 1.32% | −1,002−2.6% | Reduced |
| Wells Trecaso Financial Group, LLC | 37,574 | $11.9M | 5.63% | −26,506−41.4% | Reduced |
| Earnest Partners LLC | 37,460 | $11.8M | 0.05% | −2,060−5.2% | Reduced |
| DT Investment Partners, LLC | 37,440 | $11.8M | 1.00% | −417−1.1% | Reduced |
| Univest Financial Corp | 37,427 | $11.8M | 0.66% | −781−2.0% | Reduced |
| IFG Advisory, LLC | 37,408 | $11.8M | 0.54% | +7,484+25.0% | Added |
| AlTi Global, Inc. | 37,376 | $11.8M | 0.28% | +1,037+2.9% | Added |
| American Trust | 37,325 | $11.8M | 0.99% | +75+0.2% | Added |
| Evoke Wealth, LLC | 37,252 | $11.8M | 0.25% | +3,750+11.2% | Added |
| Boyd Watterson Asset Management LLC | 37,215 | $11.7M | 3.50% | −762−2.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 37,084 | $11.7M | 1.96% | +72+0.2% | Added |
| Tema ETFs LLC | 36,909 | $11.6M | 0.97% | +34,736+1,598.5% | Added |
| D L Carlson Investment Group Inc | 36,891 | $11.6M | 1.95% | +1,297+3.6% | Added |
| Quest Investment Management LLC | 36,830 | $11.6M | 1.22% | −4,167−10.2% | Reduced |
| Systematic Alpha Investments, LLC | 36,804 | $11.6M | 0.38% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 36,729 | $11.6M | 1.98% | +1,267+3.6% | Added |
| BigSur Wealth Management LLC | 36,576 | $11.5M | 2.83% | −2,115−5.5% | Reduced |
| Cordatus Wealth Management LLC | 36,561 | $11.5M | 2.72% | +80+0.2% | Added |
| Commonwealth Retirement Investments LLC | 36,532 | $11.5M | 3.92% | +340+0.9% | Added |
| DF Dent & Co Inc | 36,522 | $11.5M | 0.15% | +1,477+4.2% | Added |
| Bank of Hawaii | 36,469 | $11.5M | 0.57% | −3,292−8.3% | Reduced |
| Trustmark National Bank Trust Department | 36,418 | $11.5M | 0.75% | +398+1.1% | Added |
| RMR Wealth Builders | 36,323 | $11.5M | 0.96% | +1,086+3.1% | Added |
| WealthPlan Investment Management, LLC | 36,118 | $11.4M | 0.76% | −1,479−3.9% | Reduced |
| Blue Fin Capital, Inc. | 36,045 | $11.4M | 1.79% | −225−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,907 | $11.3M | 0.36% | −2,577−6.7% | Reduced |
| Sargent Investment Group, LLC | 35,791 | $11.3M | 1.61% | +1,466+4.3% | Added |
| Wealth Advisory Solutions, LLC | 35,766 | $11.3M | 2.73% | −788−2.2% | Reduced |
| Howland Capital Management LLC | 35,766 | $11.3M | 0.43% | −228−0.6% | Reduced |
| Journey Strategic Wealth LLC | 35,669 | $11.3M | 0.32% | +97+0.3% | Added |
| Accurate Wealth Management, LLC | 37,205 | $11.2M | 1.50% | +2,537+7.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 35,437 | $11.2M | 2.47% | −8,848−20.0% | Reduced |
| Qtron Investments LLC | 35,362 | $11.2M | 1.38% | −378−1.1% | Reduced |
| HORAN Wealth, LLC | 35,360 | $11.2M | 1.76% | +4,646+15.1% | Added |
| Gifford Fong Associates | 35,296 | $11.1M | 2.34% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 35,254 | $11.1M | 5.29% | −830−2.3% | Reduced |
| Werlinich Asset Management, LLC | 35,197 | $11.1M | 5.52% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 35,185 | $11.1M | 4.10% | +487+1.4% | Added |
| Resonant Capital Advisors, LLC | 35,181 | $11.1M | 0.65% | −123−0.3% | Reduced |
| Paradiem, LLC | 35,174 | $11.1M | 2.59% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 35,143 | $11.1M | 0.90% | −3,112−8.1% | Reduced |
| Bogart Wealth, LLC | 35,105 | $11.1M | 0.45% | +209+0.6% | Added |
| Koshinski Asset Management, Inc. | 35,085 | $11.1M | 0.74% | +1,434+4.3% | Added |
| Savvy Advisors, Inc. | 35,007 | $11.0M | 0.51% | +3,689+11.8% | Added |
| Berkshire Bank | 34,974 | $11.0M | 2.38% | −1,640−4.5% | Reduced |
| Augustine Asset Management Inc | 34,954 | $11.0M | 2.22% | −196−0.6% | Reduced |
| Sandhill Capital Partners LLC | 34,937 | $11.0M | 0.77% | −593−1.7% | Reduced |
| Jump Financial, LLC | 34,909 | $11.0M | 0.14% | +29,821+586.1% | Added |
| Excalibur Management Corp | 34,804 | $11.0M | 3.98% | −343−1.0% | Reduced |
| SPC Financial, Inc. | 34,783 | $11.0M | 0.86% | −233−0.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 34,729 | $11.0M | 3.28% | −7,040−16.9% | Reduced |
| Simplicity Wealth,LLC | 34,698 | $10.9M | 0.63% | −17,887−34.0% | Reduced |
| Boston Research & Management Inc | 34,535 | $10.9M | 2.38% | −554−1.6% | Reduced |
| AdvisorNet Financial, Inc | 34,517 | $10.9M | 0.62% | +7,042+25.6% | Added |
| Paradigm Financial Partners, LLC | 34,415 | $10.9M | 1.11% | −3,932−10.3% | Reduced |
| Hodges Capital Management Inc. | 34,392 | $10.8M | 0.93% | −1,826−5.0% | Reduced |
| Bristlecone Advisors, LLC | 34,386 | $10.8M | 0.91% | −766−2.2% | Reduced |
| Columbia Asset Management | 34,351 | $10.8M | 2.03% | −239−0.7% | Reduced |
| GeoWealth Management, LLC | 34,321 | $10.8M | 0.39% | +7,398+27.5% | Added |
| CFM Wealth Partners LLC | 34,299 | $10.8M | 1.57% | +1,261+3.8% | Added |
| Rockline Wealth Management, LLC | 34,296 | $10.8M | 2.24% | +255+0.7% | Added |
| Legacy Financial Advisors, Inc. | 34,235 | $10.8M | 1.49% | −45−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 34,223 | $10.8M | 0.43% | +532+1.6% | Added |
| Somerset Trust Co | 34,193 | $10.8M | 3.33% | −424−1.2% | Reduced |
| Founders Capital Management | 34,185 | $10.8M | 5.71% | −152−0.4% | Reduced |
| Nilsine Partners, LLC | 34,114 | $10.8M | 0.97% | +1,839+5.7% | Added |
| Codex Capital Asset Management L.L.C. | 34,250 | $10.8M | 4.05% | +6,250+22.3% | Added |
| Arrow Capital Pty Ltd | 22,500 | $10.7M | 5.75% | −1,959−8.0% | Reduced |
| Philadelphia Trust Co | 33,909 | $10.7M | 0.75% | −479−1.4% | Reduced |
| Nikulski Financial, Inc. | 33,905 | $10.7M | 2.69% | +154+0.5% | Added |
| West Branch Capital LLC | 33,883 | $10.7M | 2.80% | −31−0.1% | Reduced |
| Capital Investment Counsel, LLC | 33,800 | $10.7M | 1.57% | −2,266−6.3% | Reduced |
| Insigneo Advisory Services, LLC | 33,774 | $10.7M | 0.75% | −227−0.7% | Reduced |
| New Hampshire Trust | 33,706 | $10.6M | 2.05% | +140+0.4% | Added |
| Genus Capital Management Inc. | 33,672 | $10.6M | 1.23% | −19,396−36.5% | Reduced |
| Clarity Wealth Advisors, LLC | 33,611 | $10.6M | 2.34% | −73−0.2% | Reduced |
| Aaron Wealth Advisors | 33,561 | $10.6M | 0.64% | +11,942+55.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 33,538 | $10.6M | 3.46% | −445−1.3% | Reduced |
| Rehmann Capital Advisory Group | 33,467 | $10.6M | 0.58% | +86+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 33,427 | $10.5M | 0.49% | −826−2.4% | Reduced |
| Pegasus Asset Management, Inc. | 33,378 | $10.5M | 3.38% | +317+1.0% | Added |
| GM Advisory Group, Inc. | 33,357 | $10.5M | 0.45% | +491+1.5% | Added |
| Stony Point Wealth Management Inc. | 33,338 | $10.5M | 4.25% | −2,378−6.7% | Reduced |
| 1248 Management, LLC | 33,270 | $10.5M | 5.92% | −10,909−24.7% | Reduced |
| Stonebrook Private Inc. | 33,216 | $10.5M | 2.26% | +346+1.1% | Added |
| Moody National Bank Trust Division | 33,171 | $10.5M | 0.88% | +204+0.6% | Added |
| Kestra Investment Management, LLC | 33,115 | $10.4M | 0.28% | −34,268−50.9% | Reduced |
| Capital Asset Advisory Services LLC | 33,089 | $10.4M | 0.45% | +507+1.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $10.4M | 2.56% | 00.0% | Unchanged |
| Everpar Advisors LLC | 32,960 | $10.4M | 4.11% | +121+0.4% | Added |