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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 32,917 | $10.4M | 1.73% | −2,312−6.6% | Reduced |
| Bill Few Associates, Inc. | 32,870 | $10.4M | 2.67% | +26+0.1% | Added |
| Diversify Advisory Services, LLC | 33,500 | $10.4M | 0.35% | −7,058−17.4% | Reduced |
| Change Path, LLC | 32,761 | $10.3M | 0.25% | +794+2.5% | Added |
| Harvey Capital Management Inc | 32,702 | $10.3M | 2.20% | −1,170−3.5% | Reduced |
| Brick & Kyle, Associates | 32,686 | $10.3M | 3.80% | −127−0.4% | Reduced |
| Essex LLC | 32,660 | $10.3M | 1.87% | −619−1.9% | Reduced |
| Marex Group plc | 32,458 | $10.2M | 0.13% | +31,760+4,550.1% | Added |
| Trust Asset Management LLC | 32,424 | $10.2M | 0.70% | 00.0% | Unchanged |
| Ossiam | 32,351 | $10.2M | 0.13% | +1,899+6.2% | Added |
| Baader Bank INC | 32,520 | $10.2M | 0.85% | +7,430+29.6% | Added |
| Chemung Canal Trust Co | 32,291 | $10.2M | 2.03% | −1,482−4.4% | Reduced |
| Chapin Davis, Inc. | 32,275 | $10.2M | 2.50% | +135+0.4% | Added |
| Focus Financial Network, Inc. | 32,241 | $10.2M | 0.36% | +761+2.4% | Added |
| Arjuna Capital | 32,197 | $10.2M | 2.52% | +176+0.5% | Added |
| Covington Investment Advisors Inc. | 32,191 | $10.2M | 1.33% | −471−1.4% | Reduced |
| Brown Shipley& Co Ltd | 32,137 | $10.1M | 5.35% | −5,205−13.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 32,125 | $10.1M | 0.06% | −525−1.6% | Reduced |
| Financial Strategies Group, Inc. | 32,701 | $10.1M | 1.93% | +658+2.1% | Added |
| NatWest Group plc | 32,040 | $10.1M | 2.50% | +423+1.3% | Added |
| Cottage Street Advisors LLC | 32,127 | $10.1M | 4.29% | −363−1.1% | Reduced |
| Lake Street Financial LLC | 31,995 | $10.1M | 1.30% | −427−1.3% | Reduced |
| NTV Asset Management LLC | 31,978 | $10.1M | 1.10% | +1,186+3.9% | Added |
| Leuthold Group, LLC | 31,963 | $10.1M | 1.10% | +1,081+3.5% | Added |
| Citizens Business Bank | 31,875 | $10.1M | 1.68% | +881+2.8% | Added |
| RFG Advisory, LLC | 31,870 | $10.1M | 0.21% | −2,457−7.2% | Reduced |
| Strategic Blueprint, LLC | 31,818 | $10.0M | 0.44% | +3,133+10.9% | Added |
| White Pine Investment CO | 31,749 | $10.0M | 2.38% | −770−2.4% | Reduced |
| Coppell Advisory Solutions LLC | 31,697 | $10.0M | 1.08% | −4,520−12.5% | Reduced |
| First Interstate Bank | 31,660 | $9.99M | 0.55% | −588−1.8% | Reduced |
| Asset Dedication, LLC | 31,641 | $9.98M | 0.67% | −2,989−8.6% | Reduced |
| First Business Financial Services, Inc. | 31,583 | $9.96M | 0.91% | −2,367−7.0% | Reduced |
| Ausdal Financial Partners, Inc. | 31,519 | $9.94M | 0.48% | +7,554+31.5% | Added |
| Naviter Wealth, LLC | 31,489 | $9.93M | 1.16% | +1,529+5.1% | Added |
| Charles Schwab Trust Co | 31,454 | $9.92M | 0.67% | +4,263+15.7% | Added |
| WealthShield Partners, LLC | 31,406 | $9.91M | 1.12% | −79−0.3% | Reduced |
| Diversify Wealth Management, LLC | 32,022 | $9.91M | 0.57% | +1,177+3.8% | Added |
| Bedel Financial Consulting, Inc. | 31,379 | $9.90M | 1.26% | +399+1.3% | Added |
| Cooper Capital Advisors LLC | 31,302 | $9.87M | 6.38% | +780+2.6% | Added |
| Paradigm Asset Management Co LLC | 31,291 | $9.87M | 2.27% | 00.0% | Unchanged |
| Golden State Equity Partners | 31,204 | $9.84M | 1.66% | −1,094−3.4% | Reduced |
| MSA Advisors, LLC | 31,200 | $9.84M | 2.46% | 00.0% | Unchanged |
| E&G Advisors, LP | 31,173 | $9.81M | 2.28% | +157+0.5% | Added |
| Field & Main Bank | 31,102 | $9.81M | 2.90% | −357−1.1% | Reduced |
| Ransom Advisory, Ltd | 31,079 | $9.80M | 4.42% | −885−2.8% | Reduced |
| Udine Wealth Management, Inc. | 31,074 | $9.80M | 4.70% | +322+1.0% | Added |
| Heritage Wealth Management, Inc. | 31,064 | $9.80M | 2.88% | −679−2.1% | Reduced |
| Stone Point Wealth LLC | 31,003 | $9.78M | 2.77% | +579+1.9% | Added |
| Hoey Investments, Inc | 31,002 | $9.78M | 1.32% | +671+2.2% | Added |
| Ironvine Capital Partners, LLC | 30,971 | $9.77M | 0.97% | 00.0% | Unchanged |
| McDonald Partners LLC | 30,955 | $9.76M | 2.91% | −6,718−17.8% | Reduced |
| Indiana Trust & Investment Management CO | 30,938 | $9.76M | 2.97% | +235+0.8% | Added |
| Sentinel Trust Co Lba | 30,889 | $9.74M | 0.99% | −800−2.5% | Reduced |
| Owen LaRue, LLC | 30,883 | $9.74M | 3.83% | −7,120−18.7% | Reduced |
| Washington Trust Advisors, Inc. | 30,881 | $9.74M | 0.74% | −447−1.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 30,826 | $9.72M | 0.28% | −458−1.5% | Reduced |
| Guyasuta Investment Advisors Inc | 30,811 | $9.72M | 0.56% | +829+2.8% | Added |
| DLK Investment Management, LLC | 30,776 | $9.71M | 3.66% | −458−1.5% | Reduced |
| WCG Wealth Advisors LLC | 30,758 | $9.70M | 0.61% | −843−2.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 31,754 | $9.70M | 1.56% | +66+0.2% | Added |
| Occidental Asset Management, LLC | 30,710 | $9.69M | 1.22% | +3,265+11.9% | Added |
| Inspire Trust Co, N.A. | 30,700 | $9.68M | 1.76% | +700+2.3% | Added |
| Summerhill Capital Management lnc. | 30,691 | $9.68M | 10.05% | −50−0.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 51,615 | $9.64M | 1.91% | −188−0.4% | Reduced |
| William B. Walkup & Associates, Inc. | 30,559 | $9.64M | 5.16% | −20−0.1% | Reduced |
| Abbot Financial Management, Inc. | 30,533 | $9.63M | 4.11% | −239−0.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 30,502 | $9.62M | 2.30% | −4,000−11.6% | Reduced |
| HGK Asset Management Inc | 30,489 | $9.62M | 1.56% | −30.0% | Reduced |
| Checchi Capital Advisers, LLC | 30,486 | $9.62M | 0.66% | −2,063−6.3% | Reduced |
| Exencial Wealth Advisors, LLC | 30,443 | $9.60M | 0.31% | +622+2.1% | Added |
| Capital Insight Partners, LLC | 30,424 | $9.60M | 1.59% | −998−3.2% | Reduced |
| Marino, Stram & Associates LLC | 30,399 | $9.59M | 1.72% | +1,995+7.0% | Added |
| Shell Asset Management Co | 30,326 | $9.57M | 0.96% | −56,685−65.1% | Reduced |
| MidWestOne Financial Group, Inc. | 30,315 | $9.56M | 1.16% | +75+0.2% | Added |
| Soltis Investment Advisors LLC | 30,279 | $9.55M | 0.66% | −6,463−17.6% | Reduced |
| Hixon Zuercher, LLC | 30,270 | $9.55M | 2.91% | −3,760−11.0% | Reduced |
| DCM Advisors, LLC | 30,247 | $9.54M | 4.02% | −1,335−4.2% | Reduced |
| Union Heritage Capital, LLC | 30,205 | $9.53M | 3.09% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 30,194 | $9.52M | 0.63% | +1,273+4.4% | Added |
| Baugh & Associates, LLC | 32,505 | $9.52M | 4.73% | −1,088−3.2% | Reduced |
| Sava Infond d.o.o. | 30,175 | $9.52M | 1.35% | −550−1.8% | Reduced |
| William Blair Investment Management, LLC | 30,103 | $9.50M | 0.02% | −44,855−59.8% | Reduced |
| Patten Group, Inc. | 30,098 | $9.49M | 1.85% | −260−0.9% | Reduced |
| Allen Holding Inc | 30,000 | $9.46M | 0.89% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 29,941 | $9.44M | 0.29% | +768+2.6% | Added |
| RDA Financial Network | 29,925 | $9.44M | 2.33% | −1,390−4.4% | Reduced |
| HCR Wealth Advisors | 30,662 | $9.43M | 0.98% | +871+2.9% | Added |
| Great Lakes Retirement, Inc. | 29,874 | $9.42M | 1.03% | +1,263+4.4% | Added |
| R.m.sincerbeaux Capital Management LLC | 29,870 | $9.42M | 5.07% | −100−0.3% | Reduced |
| Symphony Financial, Ltd. Co. | 30,265 | $9.42M | 1.15% | +3,429+12.8% | Added |
| Sompo Asset Management Co., Ltd. | 29,803 | $9.40M | 1.62% | −1,218−3.9% | Reduced |
| Gryphon Financial Partners LLC | 29,783 | $9.39M | 1.07% | −1,447−4.6% | Reduced |
| Concorde Financial Corp | 29,743 | $9.38M | 5.20% | −804−2.6% | Reduced |
| Oak Family Advisors, LLC | 29,724 | $9.38M | 3.04% | +133+0.4% | Added |
| Addison Capital Co | 29,709 | $9.37M | 2.77% | −589−1.9% | Reduced |
| Argyle Capital Management Inc. | 29,704 | $9.37M | 3.24% | −75−0.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $9.37M | 2.47% | 00.0% | Unchanged |
| Wealth Effects LLC | 29,689 | $9.36M | 3.01% | +47+0.2% | Added |
| BBR Partners, LLC | 29,667 | $9.36M | 0.54% | −1,504−4.8% | Reduced |
| Hall Capital Management Co Inc | 29,661 | $9.36M | 3.69% | −139−0.5% | Reduced |