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 |
|---|---|---|---|---|---|
| Greenfield Savings Bank | 23,702 | $7.48M | 3.15% | −450−1.9% | Reduced |
| Ethos Financial Group, LLC | 23,699 | $7.48M | 0.59% | −176−0.7% | Reduced |
| Virginia Wealth Management Group, Inc. | 23,662 | $7.46M | 4.30% | −361−1.5% | Reduced |
| Agp Franklin, LLC | 23,629 | $7.45M | 3.63% | +747+3.3% | Added |
| Firetrail Investments Pty Ltd | 23,768 | $7.44M | 1.86% | +23,768 | New |
| Pavion Blue Capital, LLC | 23,586 | $7.44M | 3.17% | −160−0.7% | Reduced |
| Monetta Financial Services Inc | 23,500 | $7.41M | 5.19% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 23,500 | $7.41M | 1.09% | +149+0.6% | Added |
| VeraBank, N.A. | 23,489 | $7.41M | 1.39% | −26−0.1% | Reduced |
| Hudson Capital Management LLC | 23,470 | $7.40M | 1.97% | −294−1.2% | Reduced |
| Main Street Financial Solutions, LLC | 23,466 | $7.40M | 0.47% | +2,780+13.4% | Added |
| Mechanics Financial Corp | 23,448 | $7.40M | 2.80% | −555−2.3% | Reduced |
| Armis Advisers, LLC | 23,794 | $7.38M | 0.68% | +2,618+12.4% | Added |
| Morton Community Bank | 23,703 | $7.37M | 1.71% | −264−1.1% | Reduced |
| WealthPLAN Partners, LLC | 23,328 | $7.36M | 1.10% | +1,133+5.1% | Added |
| Pensionfund Sabic | 23,300 | $7.35M | 2.01% | 00.0% | Unchanged |
| Rockport Wealth LLC | 23,184 | $7.31M | 1.49% | −60−0.3% | Reduced |
| Dover Advisors, LLC | 23,169 | $7.31M | 2.91% | −70.0% | Reduced |
| Bank of Stockton | 23,155 | $7.30M | 2.08% | +141+0.6% | Added |
| Waldron Private Wealth LLC | 23,129 | $7.30M | 0.30% | +333+1.5% | Added |
| Cornerstone Wealth Management, LLC | 23,104 | $7.29M | 0.40% | +492+2.2% | Added |
| Aspiriant, LLC | 23,028 | $7.26M | 0.22% | −1,302−5.4% | Reduced |
| Enhancing Capital LLC | 23,000 | $7.25M | 5.31% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 22,966 | $7.24M | 2.51% | +643+2.9% | Added |
| Financial Engines Advisors L.L.C. | 22,964 | $7.24M | 0.01% | +3,331+17.0% | Added |
| Slagle Financial, LLC | 22,958 | $7.24M | 2.66% | +408+1.8% | Added |
| Regatta Capital Group, LLC | 22,932 | $7.23M | 1.14% | +508+2.3% | Added |
| Cohen Investment Advisors LLC | 22,879 | $7.22M | 3.50% | +267+1.2% | Added |
| Silvant Capital Management LLC | 22,865 | $7.21M | 0.25% | −3,107−12.0% | Reduced |
| Gables Capital Management Inc. | 22,846 | $7.21M | 3.09% | +1,610+7.6% | Added |
| Nichols & Pratt Advisers LLP | 22,797 | $7.19M | 0.45% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 24,792 | $7.19M | 0.86% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 22,784 | $7.19M | 1.23% | −974−4.1% | Reduced |
| Grandfield & Dodd, LLC | 22,722 | $7.17M | 0.41% | −24−0.1% | Reduced |
| Blue Edge Capital, LLC | 22,716 | $7.17M | 1.02% | −1,047−4.4% | Reduced |
| Novem Group | 22,687 | $7.16M | 0.85% | −934−4.0% | Reduced |
| SOA Wealth Advisors, LLC. | 43,708 | $7.14M | 1.22% | +20.0% | Added |
| Signet Investment Advisory Group, Inc. | 22,632 | $7.14M | 3.43% | −695−3.0% | Reduced |
| TigerOak Management, L.L.C. | 22,570 | $7.12M | 2.21% | −21−0.1% | Reduced |
| Family Management Corp | 22,550 | $7.11M | 0.99% | +175+0.8% | Added |
| Second Line Capital, LLC | 22,537 | $7.11M | 1.47% | −54−0.2% | Reduced |
| Graham Capital Management, L.P. | 22,500 | $7.10M | 0.26% | +22,500 | New |
| Royal Capital Wealth Management, LLC | 22,492 | $7.09M | 4.35% | +546+2.5% | Added |
| Wynn Capital, LLC | 22,456 | $7.08M | 3.44% | +64+0.3% | Added |
| Richard Bernstein Advisors LLC | 22,432 | $7.08M | 0.20% | −24,669−52.4% | Reduced |
| CTC LLC | 22,409 | $7.07M | 0.29% | +22,409 | New |
| Umpqua Bank | 23,108 | $7.06M | 1.97% | −10.0% | Reduced |
| NCM Capital Management, LLC | 22,394 | $7.06M | 2.74% | −316−1.4% | Reduced |
| O'Rourke & Company, Inc | 22,312 | $7.04M | 2.94% | −651−2.8% | Reduced |
| X-Square Capital, LLC | 22,293 | $7.03M | 2.20% | +193+0.9% | Added |
| Cassaday & Co Wealth Management LLC | 22,246 | $7.02M | 0.16% | +271+1.2% | Added |
| Alps Advisors Inc | 22,239 | $7.01M | 0.04% | +2,172+10.8% | Added |
| Pinkerton Retirement Specialists, LLC | 22,238 | $7.01M | 0.75% | +513+2.4% | Added |
| IMA Wealth, Inc. | 22,220 | $7.01M | 0.71% | −276−1.2% | Reduced |
| Intrepid Financial Planning Group LLC | 22,200 | $7.00M | 2.67% | −151−0.7% | Reduced |
| Leelyn Smith, LLC | 22,156 | $6.99M | 1.05% | −826−3.6% | Reduced |
| Perkins Coie Trust Co | 22,107 | $6.97M | 1.31% | −790−3.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 22,084 | $6.97M | 1.79% | +296+1.4% | Added |
| Norway Savings Bank | 22,074 | $6.96M | 3.37% | +154+0.7% | Added |
| Beaton Management Co. Inc. | 22,067 | $6.96M | 3.17% | +100+0.5% | Added |
| Advisors Management Group Inc | 22,047 | $6.95M | 1.22% | −66−0.3% | Reduced |
| TRUE Private Wealth Advisors | 22,043 | $6.95M | 0.71% | −1,311−5.6% | Reduced |
| Diversified Enterprises, LLC | 22,040 | $6.95M | 0.47% | +327+1.5% | Added |
| Adirondack Trust Co | 22,036 | $6.95M | 2.33% | −134−0.6% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 22,029 | $6.95M | 0.93% | +2,608+13.4% | Added |
| Norden Group LLC | 22,027 | $6.95M | 0.71% | +1,135+5.4% | Added |
| Bright Rock Capital Management, LLC | 22,000 | $6.94M | 1.36% | 00.0% | Unchanged |
| Spirit of America Management Corp | 21,992 | $6.94M | 1.39% | +100+0.5% | Added |
| Sheets Smith Wealth Management | 21,987 | $6.94M | 0.78% | −326−1.5% | Reduced |
| LOM Asset Management Ltd | 21,933 | $6.92M | 2.11% | +451+2.1% | Added |
| Trust Point Inc. | 21,898 | $6.91M | 0.56% | −2,523−10.3% | Reduced |
| WD Rutherford LLC | 21,884 | $6.90M | 2.94% | −250−1.1% | Reduced |
| Mathes Company, Inc. | 21,861 | $6.90M | 2.48% | −150−0.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 21,857 | $6.89M | 1.08% | −200−0.9% | Reduced |
| Apella Capital, LLC | 23,089 | $6.89M | 0.15% | +805+3.6% | Added |
| Fragasso Group Inc. | 22,218 | $6.89M | 0.43% | −2,130−8.7% | Reduced |
| SeaCrest Wealth Management, LLC | 22,648 | $6.89M | 0.73% | −1,675−6.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 21,827 | $6.88M | 1.53% | −767−3.4% | Reduced |
| SGL Investment Advisors, Inc. | 22,239 | $6.88M | 2.87% | +976+4.6% | Added |
| Howard Capital Management Inc. | 21,808 | $6.88M | 0.09% | +1,081+5.2% | Added |
| Kentucky Trust Co | 21,801 | $6.88M | 3.72% | −796−3.5% | Reduced |
| Seascape Capital Management | 21,787 | $6.87M | 1.97% | +111+0.5% | Added |
| Hudock, Inc. | 21,784 | $6.87M | 1.04% | −24−0.1% | Reduced |
| Midland Wealth Advisors LLC | 21,783 | $6.87M | 0.37% | −1,388−6.0% | Reduced |
| Eagle Capital Management, LLC | 21,782 | $6.87M | 2.60% | −75−0.3% | Reduced |
| Curbstone Financial Management Corp | 21,696 | $6.84M | 1.32% | −422−1.9% | Reduced |
| Hallmark Capital Management Inc | 21,694 | $6.84M | 0.45% | −12−0.1% | Reduced |
| InvesTrust | 21,667 | $6.83M | 2.50% | −72−0.3% | Reduced |
| Studio Investment Management LLC | 21,539 | $6.79M | 1.28% | −377−1.7% | Reduced |
| Connable Office Inc | 21,509 | $6.78M | 0.63% | +599+2.9% | Added |
| Pine Ridge Advisers LLC | 21,500 | $6.78M | 0.46% | 00.0% | Unchanged |
| Mather Group, LLC. | 21,430 | $6.76M | 0.07% | +433+2.1% | Added |
| Central Valley Advisors, LLC | 21,420 | $6.76M | 2.09% | +1,288+6.4% | Added |
| Coastline Trust Co | 21,366 | $6.74M | 0.72% | +141+0.7% | Added |
| Abacus Planning Group, Inc. | 21,340 | $6.73M | 0.93% | −74−0.3% | Reduced |
| Trinity Legacy Partners, LLC | 21,633 | $6.73M | 1.55% | +239+1.1% | Added |
| River Street Advisors LLC | 21,292 | $6.72M | 2.60% | −213−1.0% | Reduced |
| Marathon Capital Management | 21,244 | $6.70M | 1.53% | −32−0.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 21,234 | $6.70M | 1.87% | −801−3.6% | Reduced |
| Wittenberg Investment Management, Inc. | 21,220 | $6.69M | 2.66% | 00.0% | Unchanged |