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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 26,718 | $8.43M | 3.59% | −78−0.3% | Reduced |
| Consolidated Investment Group LLC | 26,702 | $8.42M | 1.03% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 26,690 | $8.42M | 3.43% | +462+1.8% | Added |
| Sunbelt Securities, Inc. | 26,673 | $8.41M | 0.58% | −2,676−9.1% | Reduced |
| First PREMIER Bank | 26,649 | $8.41M | 1.91% | −172−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 26,608 | $8.39M | 0.98% | +10,228+62.4% | Added |
| Atlas Wealth LLC | 26,593 | $8.39M | 2.71% | −931−3.4% | Reduced |
| SkyOak Wealth, LLC | 26,592 | $8.39M | 1.58% | −1,031−3.7% | Reduced |
| Smithfield Trust Co | 26,463 | $8.35M | 0.37% | −229−0.9% | Reduced |
| Liberty Capital Management, Inc. | 26,440 | $8.34M | 1.57% | +43+0.2% | Added |
| Covenant Asset Management, LLC | 26,437 | $8.34M | 1.57% | +120.0% | Added |
| Mill Creek Capital Advisors, LLC | 26,235 | $8.28M | 0.17% | +202+0.8% | Added |
| Everett Harris & Co | 26,174 | $8.26M | 0.10% | −1,654−5.9% | Reduced |
| Stamos Capital Partners, L.P. | 26,149 | $8.25M | 1.56% | −4,356−14.3% | Reduced |
| Liberty One Investment Management, LLC | 26,149 | $8.25M | 0.46% | +6,136+30.7% | Added |
| McRae Capital Management Inc | 26,147 | $8.25M | 1.64% | −305−1.2% | Reduced |
| Marvin & Palmer Associates Inc | 26,501 | $8.24M | 6.13% | +8,829+50.0% | Added |
| Spirepoint Private Client, LLC | 26,113 | $8.24M | 0.87% | +7,289+38.7% | Added |
| Concord Asset Management, LLC | 26,055 | $8.22M | 1.49% | −3,088−10.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 26,047 | $8.22M | 1.83% | +145+0.6% | Added |
| Arrow Financial Corp | 26,025 | $8.21M | 0.84% | −296−1.1% | Reduced |
| Alta Capital Management LLC | 26,005 | $8.20M | 0.46% | −1,873−6.7% | Reduced |
| Strategic Financial Services, Inc, | 25,969 | $8.19M | 0.41% | −551−2.1% | Reduced |
| Argentarii, LLC | 25,955 | $8.19M | 3.50% | +30.0% | Added |
| BFSG, LLC | 25,951 | $8.19M | 0.79% | +515+2.0% | Added |
| MSH Capital Advisors LLC | 25,922 | $8.18M | 2.19% | −803−3.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 25,896 | $8.17M | 0.02% | −2,605−9.1% | Reduced |
| Brentview Investment Management LLC | 25,864 | $8.16M | 3.72% | +940+3.8% | Added |
| Palmer Knight Co | 25,861 | $8.16M | 3.86% | −628−2.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 25,773 | $8.15M | 2.79% | +165+0.6% | Added |
| Triangle Securities Wealth Management | 25,822 | $8.15M | 1.84% | +3,191+14.1% | Added |
| Uncommon Cents Investing LLC | 25,810 | $8.14M | 2.02% | −318−1.2% | Reduced |
| Jericho Financial, LLP | 25,807 | $8.14M | 4.94% | +77+0.3% | Added |
| Am Investment Strategies LLC | 25,804 | $8.14M | 1.77% | +18+0.1% | Added |
| Bowman & Co S.C. | 25,802 | $8.14M | 3.43% | −340−1.3% | Reduced |
| Wright Investors Service Inc | 25,779 | $8.13M | 2.35% | −2,962−10.3% | Reduced |
| Premier Path Wealth Partners, LLC | 25,731 | $8.12M | 1.04% | +223+0.9% | Added |
| Papp L Roy & Associates | 25,719 | $8.11M | 0.91% | 00.0% | Unchanged |
| Monetary Management Group Inc | 25,714 | $8.11M | 1.86% | +65+0.3% | Added |
| Family Legacy, Inc. | 25,668 | $8.10M | 2.48% | −1,999−7.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 25,649 | $8.09M | 1.19% | −1,039−3.9% | Reduced |
| Skylands Capital, LLC | 25,505 | $8.05M | 1.11% | −4,550−15.1% | Reduced |
| Scott & Selber, Inc. | 25,486 | $8.04M | 2.05% | −393−1.5% | Reduced |
| Old Port Advisors | 25,452 | $8.03M | 2.02% | −749−2.9% | Reduced |
| Rowland & Co Investment Counsel | 25,421 | $8.02M | 1.58% | +305+1.2% | Added |
| Mattern Wealth Management LLC | 25,379 | $8.01M | 1.60% | −1,196−4.5% | Reduced |
| Banco BTG Pactual S.A. | 25,356 | $8.00M | 1.17% | −3,218−11.3% | Reduced |
| Jain Global LLC | 25,342 | $7.99M | 0.10% | −27,261−51.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 25,337 | $7.99M | 0.46% | −4,273−14.4% | Reduced |
| Lee Johnson Capital Management, LLC | 25,281 | $7.97M | 2.65% | +787+3.2% | Added |
| AlphaStar Capital Management, LLC | 25,257 | $7.97M | 0.69% | +1,815+7.7% | Added |
| Integrated Investment Consultants, LLC | 25,245 | $7.96M | 1.35% | −800−3.1% | Reduced |
| Formidable Asset Management, LLC | 27,412 | $7.95M | 1.25% | −493−1.8% | Reduced |
| Granite Bay Wealth Management, LLC | 25,194 | $7.95M | 2.07% | +351+1.4% | Added |
| Midwest Professional Planners, LTD. | 25,120 | $7.92M | 1.93% | −92−0.4% | Reduced |
| LJI Wealth Management, LLC | 25,074 | $7.91M | 1.38% | −2,301−8.4% | Reduced |
| Eos Management, L.P. | 25,000 | $7.89M | 3.11% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 24,988 | $7.88M | 2.67% | +4,881+24.3% | Added |
| Trustco Bank Corp N Y | 24,985 | $7.88M | 7.09% | −106−0.4% | Reduced |
| Atlas Brown,Inc. | 24,968 | $7.88M | 2.33% | −66−0.3% | Reduced |
| Dudley Capital Management, LLC | 24,831 | $7.83M | 3.53% | 00.0% | Unchanged |
| Crystal Rock Capital Management | 24,743 | $7.80M | 4.26% | −4,175−14.4% | Reduced |
| Peloton Wealth Strategists | 24,710 | $7.79M | 3.06% | −215−0.9% | Reduced |
| Arvest Investments, Inc. | 24,688 | $7.79M | 1.12% | −5,002−16.8% | Reduced |
| Citizens & Northern Corp | 24,674 | $7.78M | 1.93% | −227−0.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 24,659 | $7.78M | 3.16% | +645+2.7% | Added |
| TownSquare Capital, LLC | 24,585 | $7.75M | 1.17% | −6,847−21.8% | Reduced |
| JT Stratford LLC | 24,534 | $7.74M | 1.04% | +2,462+11.2% | Added |
| Ahl Investment Management, Inc. | 24,496 | $7.73M | 5.28% | −4,713−16.1% | Reduced |
| Winch Advisory Services, LLC | 24,485 | $7.72M | 1.74% | +293+1.2% | Added |
| Roberts Wealth Advisors, LLC | 24,481 | $7.72M | 2.05% | −531−2.1% | Reduced |
| Athena Investment Management | 24,466 | $7.72M | 4.02% | −459−1.8% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 24,365 | $7.69M | 4.42% | −537−2.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 24,363 | $7.68M | 1.75% | −285−1.2% | Reduced |
| Mount Vernon Associates Inc | 24,357 | $7.68M | 5.36% | −415−1.7% | Reduced |
| Amica Mutual Insurance Co | 24,345 | $7.68M | 0.71% | −2,776−10.2% | Reduced |
| RKL Wealth Management LLC | 24,310 | $7.67M | 0.65% | −1,163−4.6% | Reduced |
| Malaga Cove Capital, LLC | 24,287 | $7.66M | 2.78% | −191−0.8% | Reduced |
| Northern Oak Wealth Management Inc | 24,284 | $7.66M | 0.94% | −35−0.1% | Reduced |
| Icon Advisers Inc | 24,237 | $7.65M | 1.67% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 24,200 | $7.63M | 1.16% | +24,200 | New |
| Harbor Advisors LLC | 24,148 | $7.62M | 1.17% | 00.0% | Unchanged |
| Algert Global LLC | 24,118 | $7.61M | 0.13% | +6,883+39.9% | Added |
| Sterling Investment Advisors, Ltd. | 24,108 | $7.60M | 1.48% | −209−0.9% | Reduced |
| Cherokee Insurance Co | 24,010 | $7.57M | 3.24% | −2,500−9.4% | Reduced |
| Bretton Capital Management, LLC | 24,000 | $7.57M | 6.38% | 00.0% | Unchanged |
| S&CO Inc | 23,995 | $7.57M | 0.46% | −323−1.3% | Reduced |
| Gradient Capital Advisors, LLC | 23,978 | $7.56M | 2.03% | −296−1.2% | Reduced |
| Shoker Investment Counsel, Inc. | 23,974 | $7.56M | 2.23% | −63−0.3% | Reduced |
| Caliber Wealth Management, LLC | 23,937 | $7.55M | 0.84% | −2,991−11.1% | Reduced |
| Ameritas Advisory Services, LLC | 23,936 | $7.55M | 0.49% | +4,758+24.8% | Added |
| Patrick M Sweeney & Associates, Inc | 23,920 | $7.55M | 4.88% | +30.0% | Added |
| Brandywine Oak Private Wealth LLC | 23,901 | $7.54M | 0.66% | +19+0.1% | Added |
| Laird Norton Trust Company, LLC | 23,890 | $7.54M | 1.29% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 23,860 | $7.53M | 1.21% | +294+1.2% | Added |
| Nwam LLC | 24,672 | $7.51M | 0.41% | −95−0.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 23,810 | $7.51M | 2.32% | −776−3.2% | Reduced |
| Martin Capital Partners, LLC | 23,805 | $7.51M | 2.91% | −12,035−33.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 23,773 | $7.50M | 0.16% | +357+1.5% | Added |
| Ramirez Asset Management, Inc. | 23,765 | $7.50M | 1.04% | +1,350+6.0% | Added |