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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 29,651 | $9.35M | 1.09% | −1,601−5.1% | Reduced |
| Simon Quick Advisors, LLC | 29,607 | $9.34M | 0.42% | +1,084+3.8% | Added |
| Pitcairn Co | 29,583 | $9.33M | 0.74% | −10,254−25.7% | Reduced |
| Private Wealth Asset Management, LLC | 29,546 | $9.32M | 1.10% | −141−0.5% | Reduced |
| Avestar Capital, LLC | 29,448 | $9.29M | 0.66% | −2,875−8.9% | Reduced |
| Ironwood Investment Counsel, LLC | 29,401 | $9.27M | 1.35% | −592−2.0% | Reduced |
| Patient Capital Management, LLC | 29,379 | $9.27M | 0.37% | −40.0% | Reduced |
| Amarillo National Bank | 29,365 | $9.26M | 1.63% | +65+0.2% | Added |
| RPg Family Wealth Advisory, LLC | 29,337 | $9.25M | 2.03% | +10,287+54.0% | Added |
| Hayek Kallen Investment Management | 29,331 | $9.25M | 2.92% | +185+0.6% | Added |
| Mirabaud & Cie SA | 29,294 | $9.24M | 2.94% | −2,051−6.5% | Reduced |
| Harbor Advisory Corp | 29,290 | $9.24M | 2.73% | −2,038−6.5% | Reduced |
| SeaBridge Investment Advisors LLC | 29,288 | $9.24M | 1.50% | +415+1.4% | Added |
| Guardian Wealth Advisors, LLC | 29,258 | $9.23M | 0.60% | +146+0.5% | Added |
| Concord Wealth Partners | 29,198 | $9.21M | 1.27% | +55+0.2% | Added |
| Archford Capital Strategies, LLC | 29,136 | $9.19M | 1.09% | −1,365−4.5% | Reduced |
| Zevenbergen Capital Investments LLC | 29,098 | $9.18M | 0.18% | −440−1.5% | Reduced |
| Herold Advisors, Inc. | 29,013 | $9.15M | 2.12% | +588+2.1% | Added |
| CoreCap Advisors, LLC | 29,014 | $9.15M | 0.33% | +1,610+5.9% | Added |
| Shelter Mutual Insurance Co | 29,000 | $9.15M | 2.05% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 29,148 | $9.14M | 2.67% | −2,530−8.0% | Reduced |
| Hi-Line Capital Management, LLC | 28,941 | $9.13M | 2.88% | +524+1.8% | Added |
| Lee Danner & Bass Inc | 28,889 | $9.11M | 0.66% | +3,024+11.7% | Added |
| GFS Advisors, LLC | 28,888 | $9.11M | 1.16% | −14,647−33.6% | Reduced |
| Texas Bank & Trust Co | 28,881 | $9.11M | 3.44% | −244−0.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 28,864 | $9.10M | 1.42% | +46+0.2% | Added |
| Hartford Financial Management Inc. | 28,806 | $9.09M | 2.41% | +513+1.8% | Added |
| Marietta Investment Partners LLC | 28,773 | $9.08M | 1.75% | −962−3.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 28,758 | $9.07M | 5.86% | −1,491−4.9% | Reduced |
| Platform Technology Partners | 28,753 | $9.07M | 2.17% | +508+1.8% | Added |
| Northwest Bancshares, Inc. | 28,748 | $9.07M | 1.51% | −1,383−4.6% | Reduced |
| Angeles Wealth Management, LLC | 28,747 | $9.07M | 0.56% | +10,893+61.0% | Added |
| International Assets Investment Management, LLC | 31,163 | $9.05M | 0.73% | −1,548,996−98.0% | Reduced |
| Everhart Financial Group, Inc. | 28,689 | $9.05M | 0.91% | +1,188+4.3% | Added |
| Parisi Gray Wealth Management | 28,687 | $9.05M | 2.35% | +68+0.2% | Added |
| High Note Wealth, LLC | 28,664 | $9.04M | 1.82% | +611+2.2% | Added |
| Dark Forest Capital Management LP | 28,657 | $9.04M | 0.34% | +28,657 | New |
| Dynasty Wealth Management, LLC | 28,657 | $9.04M | 0.12% | +28,657 | New |
| Lauterbach Financial Advisors, LLC | 28,621 | $9.03M | 4.54% | +15+0.1% | Added |
| Klingman & Associates, LLC | 28,601 | $9.02M | 0.46% | +7,939+38.4% | Added |
| Moloney Securities Asset Management, LLC | 28,572 | $9.01M | 1.07% | +2,958+11.5% | Added |
| Drucker Wealth 3.0, LLC | 28,520 | $9.00M | 1.60% | −2,277−7.4% | Reduced |
| MTM Investment Management, LLC | 28,511 | $8.99M | 2.86% | −187−0.7% | Reduced |
| Triasima Portfolio Management inc. | 28,492 | $8.99M | 1.36% | +1,338+4.9% | Added |
| Montecito Bank & Trust | 28,486 | $8.99M | 1.40% | +28,486 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 28,460 | $8.98M | 2.78% | −937−3.2% | Reduced |
| MV Capital Management, Inc. | 28,421 | $8.96M | 0.86% | +280+1.0% | Added |
| Cove Private Wealth, LLC | 28,405 | $8.96M | 2.84% | +80+0.3% | Added |
| S-Bank Fund Management Ltd | 28,398 | $8.96M | 1.19% | −1,564−5.2% | Reduced |
| Manhattan West Asset Management, LLC | 28,337 | $8.94M | 1.89% | +222+0.8% | Added |
| Schmidt P J Investment Management Inc | 28,336 | $8.94M | 1.48% | −4,912−14.8% | Reduced |
| L2 Asset Management, LLC | 28,307 | $8.93M | 1.29% | −2,424−7.9% | Reduced |
| Alberta Investment Management Corp | 28,300 | $8.93M | 0.06% | +300+1.1% | Added |
| Red Cedar Investment Management, LLC | 28,289 | $8.92M | 1.05% | 00.0% | Unchanged |
| Act Two Investors LLC | 28,287 | $8.92M | 1.58% | 00.0% | Unchanged |
| Socorro Asset Management LP | 28,269 | $8.92M | 3.21% | −13,840−32.9% | Reduced |
| Founders Financial Alliance, LLC | 28,254 | $8.91M | 1.68% | +359+1.3% | Added |
| tru Independence LLC | 28,253 | $8.91M | 2.32% | −164−0.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 28,218 | $8.90M | 4.72% | −1,816−6.0% | Reduced |
| Argent Advisors, Inc. | 28,196 | $8.89M | 2.62% | +812+3.0% | Added |
| RB Capital Management, LLC | 28,119 | $8.87M | 1.85% | +723+2.6% | Added |
| United Bank | 28,104 | $8.86M | 3.08% | +90+0.3% | Added |
| Essex Savings Bank | 28,071 | $8.85M | 1.99% | −752−2.6% | Reduced |
| Hengehold Capital Management LLC | 28,034 | $8.84M | 0.75% | −599−2.1% | Reduced |
| Little House Capital LLC | 28,022 | $8.84M | 2.03% | +202+0.7% | Added |
| IFC Advisors LLC | 28,016 | $8.84M | 1.62% | −8,365−23.0% | Reduced |
| Ami Investment Management Inc | 27,977 | $8.82M | 2.05% | −1,017−3.5% | Reduced |
| Scissortail Wealth Management, LLC | 27,961 | $8.82M | 1.92% | −89−0.3% | Reduced |
| Connecticut Wealth Management, LLC | 27,912 | $8.80M | 0.39% | +4,241+17.9% | Added |
| Lincoln Capital LLC | 28,383 | $8.80M | 1.65% | −806−2.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 27,799 | $8.77M | 2.03% | −973−3.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 27,788 | $8.77M | 0.92% | −424−1.5% | Reduced |
| Cavalier Investments, LLC | 35,546 | $8.74M | 3.52% | +1,798+5.3% | Added |
| Romano Brothers and Company | 27,719 | $8.74M | 1.00% | −278−1.0% | Reduced |
| Holderness Investments Co | 27,629 | $8.72M | 1.78% | −1,346−4.6% | Reduced |
| Hillsdale Investment Management Inc. | 27,592 | $8.70M | 0.26% | −3,060−10.0% | Reduced |
| Bank of New Hampshire | 27,547 | $8.69M | 2.00% | −78−0.3% | Reduced |
| Meitav Dash Investments Ltd | 27,541 | $8.69M | 0.12% | −22,133−44.6% | Reduced |
| Kovack Advisors, Inc. | 27,490 | $8.67M | 0.82% | −2,591−8.6% | Reduced |
| Kera Capital Partners, Inc. | 27,350 | $8.63M | 1.29% | +5,962+27.9% | Added |
| Evexia Wealth LLC | 27,977 | $8.62M | 2.58% | −4,104−12.8% | Reduced |
| Trifecta Capital Advisors, LLC | 27,301 | $8.61M | 1.31% | +1,177+4.5% | Added |
| First Pacific Financial | 27,285 | $8.61M | 1.20% | +6,181+29.3% | Added |
| Modus Advisors, LLC | 27,269 | $8.60M | 2.34% | +78+0.3% | Added |
| Dean Investment Associates, LLC | 27,267 | $8.60M | 1.21% | −9,284−25.4% | Reduced |
| BNC Wealth Management, LLC | 27,185 | $8.57M | 2.16% | +552+2.1% | Added |
| K.J. Harrison & Partners Inc | 27,835 | $8.56M | 1.22% | +5,000+21.9% | Added |
| Delta Capital Management LLC | 27,135 | $8.56M | 4.43% | −35−0.1% | Reduced |
| Agate Pass Investment Management, LLC | 27,124 | $8.56M | 3.26% | −189−0.7% | Reduced |
| Cigna Investments Inc | 27,122 | $8.55M | 1.21% | −238−0.9% | Reduced |
| LVW Advisors, LLC | 27,052 | $8.53M | 0.88% | +869+3.3% | Added |
| Evergreen Private Wealth LLC | 27,030 | $8.53M | 3.46% | −1,050−3.7% | Reduced |
| Stonebridge Financial Group, LLC | 26,999 | $8.52M | 0.75% | +58+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 26,988 | $8.51M | 1.09% | −5,860−17.8% | Reduced |
| Saranac Partners Ltd | 26,968 | $8.51M | 1.54% | +1,617+6.4% | Added |
| McKinley Carter Wealth Services, Inc. | 26,926 | $8.49M | 0.45% | +42+0.2% | Added |
| Sitrin Capital Management LLC | 26,885 | $8.48M | 4.07% | −200−0.7% | Reduced |
| Peddock Capital Advisors, LLC | 26,852 | $8.47M | 1.83% | −1,141−4.1% | Reduced |
| Capital Investment Advisory Services, LLC | 26,816 | $8.46M | 0.67% | +90+0.3% | Added |
| Avaii Wealth Management, LLC | 26,760 | $8.44M | 3.21% | +1,021+4.0% | Added |