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 |
|---|---|---|---|---|---|
| Sax Wealth Advisors, LLC | 21,214 | $6.69M | 0.36% | +485+2.3% | Added |
| Finer Wealth Management, Inc. | 21,203 | $6.69M | 3.33% | +66+0.3% | Added |
| Blume Capital Management, Inc. | 21,196 | $6.69M | 1.29% | −548−2.5% | Reduced |
| OneAscent Financial Services LLC | 21,191 | $6.68M | 0.45% | −130−0.6% | Reduced |
| Violich Capital Management, Inc. | 21,175 | $6.68M | 0.79% | +2,000+10.4% | Added |
| Legacy CG, LLC | 21,152 | $6.67M | 1.88% | −989−4.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 21,123 | $6.66M | 1.17% | +1,814+9.4% | Added |
| Permanens Capital L.P. | 21,121 | $6.66M | 0.99% | +2,245+11.9% | Added |
| Monarch Capital Management Inc | 21,108 | $6.66M | 1.63% | −892−4.1% | Reduced |
| Hohimer Wealth Management, LLC | 21,024 | $6.63M | 0.93% | −2,257−9.7% | Reduced |
| Pacifica Partners Inc. | 21,292 | $6.62M | 2.37% | +16+0.1% | Added |
| Avidian Wealth Solutions, LLC | 20,945 | $6.61M | 0.25% | +1,119+5.6% | Added |
| KKM Financial LLC | 20,942 | $6.61M | 2.08% | +2,297+12.3% | Added |
| United Advisor Group, LLC | 20,898 | $6.59M | 0.89% | +2,959+16.5% | Added |
| Pinnacle Bancorp, Inc. | 20,868 | $6.58M | 1.94% | +857+4.3% | Added |
| Souders Financial Advisors | 20,822 | $6.57M | 0.78% | −498−2.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 20,821 | $6.57M | 0.12% | −84,650−80.3% | Reduced |
| SOL Capital Management CO | 20,802 | $6.56M | 0.59% | +80.0% | Added |
| Key Financial Inc | 21,102 | $6.56M | 1.21% | −2,131−9.2% | Reduced |
| Joseph Group Capital Management | 20,781 | $6.56M | 1.85% | +1,063+5.4% | Added |
| Zullo Investment Group, Inc. | 20,724 | $6.54M | 2.42% | +60.0% | Added |
| Carnegie Lake Advisors LLC | 20,709 | $6.53M | 2.51% | −465−2.2% | Reduced |
| Princeton Capital Management LLC | 20,636 | $6.51M | 1.75% | +1,523+8.0% | Added |
| Banco de Sabadell, S.A | 20,630 | $6.51M | 4.30% | −195−0.9% | Reduced |
| Vista Investment Management | 20,623 | $6.50M | 2.27% | −646−3.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 20,528 | $6.48M | 0.22% | +2,727+15.3% | Added |
| Maltese Capital Management LLC | 20,500 | $6.47M | 0.98% | −12,000−36.9% | Reduced |
| Advisor OS, LLC | 20,497 | $6.47M | 0.56% | +245+1.2% | Added |
| Catalyst Financial Partners LLC | 20,463 | $6.45M | 0.78% | −73−0.4% | Reduced |
| Accredited Investors Inc. | 20,399 | $6.43M | 0.36% | −306−1.5% | Reduced |
| Massachusetts Wealth Management | 20,379 | $6.43M | 3.19% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,376 | $6.43M | 2.24% | −155−0.8% | Reduced |
| Knott David M Jr | 20,374 | $6.43M | 2.69% | −611−2.9% | Reduced |
| West Oak Capital, LLC | 20,352 | $6.42M | 2.57% | +600+3.0% | Added |
| Andrew Hill Investment Advisors, Inc. | 20,347 | $6.42M | 4.99% | −413−2.0% | Reduced |
| Waterloo Capital, L.P. | 20,330 | $6.41M | 0.48% | +110+0.5% | Added |
| Beaumont Financial Advisors, LLC | 20,276 | $6.40M | 0.43% | −235−1.1% | Reduced |
| Van Eck Associates Corp | 20,259 | $6.39M | 0.01% | −320−1.6% | Reduced |
| Providence Wealth Advisors, LLC | 20,878 | $6.38M | 4.02% | −22−0.1% | Reduced |
| Wakefield Asset Management LLLP | 20,201 | $6.37M | 1.74% | −905−4.3% | Reduced |
| Fire Capital Management LLC | 20,177 | $6.36M | 3.65% | −789−3.8% | Reduced |
| True North Advisors, LLC | 20,159 | $6.36M | 1.01% | +2,255+12.6% | Added |
| EPG Wealth Management LLC | 20,097 | $6.34M | 1.75% | −849−4.1% | Reduced |
| Bell Bank | 20,082 | $6.33M | 0.27% | −703−3.4% | Reduced |
| Impact Capital Partners LLC | 20,055 | $6.33M | 1.90% | +595+3.1% | Added |
| MONECO Advisors, LLC | 20,003 | $6.31M | 0.53% | +409+2.1% | Added |
| Tyche Wealth Partners LLC | 19,999 | $6.31M | 1.11% | +524+2.7% | Added |
| Harold Davidson & Associates Inc. | 19,994 | $6.31M | 2.87% | +5,629+39.2% | Added |
| Zhang Financial LLC | 19,968 | $6.30M | 0.26% | +526+2.7% | Added |
| Nicholas Investment Partners, LP | 19,967 | $6.30M | 0.48% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 21,693 | $6.29M | 0.32% | +1,540+7.6% | Added |
| Shaker Investments LLC | 19,921 | $6.28M | 2.51% | −40.0% | Reduced |
| Trinity Financial Advisors LLC | 19,892 | $6.27M | 1.81% | −378−1.9% | Reduced |
| Keel Point, LLC | 19,853 | $6.26M | 0.39% | +375+1.9% | Added |
| TTP Investments, Inc. | 20,280 | $6.24M | 1.81% | +1,595+8.5% | Added |
| Wasatch Advisors Inc | 19,772 | $6.24M | 0.03% | +88+0.4% | Added |
| Weiss Asset Management LP | 19,757 | $6.23M | 0.09% | +19,757 | New |
| Goldstone Financial Group, LLC | 19,746 | $6.23M | 0.74% | +124+0.6% | Added |
| SBI Securities Co., Ltd. | 19,729 | $6.22M | 0.16% | −1,917−8.9% | Reduced |
| St. Louis Trust Co | 19,717 | $6.22M | 0.78% | −334−1.7% | Reduced |
| DeDora Capital, Inc. | 19,702 | $6.21M | 1.50% | −143−0.7% | Reduced |
| Pines Wealth Management, LLC | 19,637 | $6.19M | 2.09% | −888−4.3% | Reduced |
| Capital City Trust Co | 19,593 | $6.18M | 1.51% | +1,257+6.9% | Added |
| Intellectus Partners, LLC | 19,587 | $6.18M | 1.20% | +24+0.1% | Added |
| Gold Investment Management Ltd. | 19,581 | $6.18M | 2.08% | +199+1.0% | Added |
| FCG Investment Co | 19,539 | $6.16M | 2.89% | +141+0.7% | Added |
| Marest Capital, LLC | 19,534 | $6.16M | 3.75% | +545+2.9% | Added |
| Edgewood Management LLC | 19,534 | $6.16M | 0.02% | −242−1.2% | Reduced |
| Cobblestone Capital Advisors LLC | 19,514 | $6.16M | 0.30% | +154+0.8% | Added |
| Tranquility Partners, LLC | 19,490 | $6.15M | 2.08% | +456+2.4% | Added |
| Moseley Investment Management Inc | 19,448 | $6.13M | 1.87% | +341+1.8% | Added |
| Skopos Labs, Inc. | 47,347 | $6.12M | 0.83% | −919−1.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 19,405 | $6.12M | 1.32% | −994−4.9% | Reduced |
| Kampmann Melissa S. | 19,396 | $6.12M | 4.46% | −105−0.5% | Reduced |
| Sycomore Asset Management | 29,164 | $6.12M | 1.02% | 00.0% | Unchanged |
| Huber Capital Management LLC | 19,333 | $6.10M | 0.97% | 00.0% | Unchanged |
| White Pine Capital LLC | 19,332 | $6.10M | 1.75% | −28−0.1% | Reduced |
| Segment Wealth Management, LLC | 19,329 | $6.10M | 0.37% | +60.0% | Added |
| Altfest L J & Co Inc | 19,319 | $6.09M | 0.68% | −349−1.8% | Reduced |
| Wilkins Investment Counsel Inc | 19,299 | $6.09M | 0.86% | −1,186−5.8% | Reduced |
| Huntleigh Advisors, Inc. | 19,289 | $6.08M | 1.04% | +274+1.4% | Added |
| O'Dell Group, LLC | 19,279 | $6.08M | 1.30% | +1,973+11.4% | Added |
| West Michigan Advisors, LLC | 19,273 | $6.08M | 1.46% | −3,707−16.1% | Reduced |
| Delta Financial Advisors LLC | 19,237 | $6.07M | 1.71% | +3,721+24.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 19,207 | $6.06M | 1.18% | +17,754+1,221.9% | Added |
| Krilogy Financial LLC | 19,357 | $6.03M | 0.23% | +2,790+16.8% | Added |
| Lincluden Management Ltd | 19,098 | $6.02M | 0.67% | −92−0.5% | Reduced |
| Brady Family Wealth, LLC | 19,089 | $6.02M | 1.86% | +5,876+44.5% | Added |
| Strategic Investment Advisors | 19,070 | $6.01M | 0.54% | −1,284−6.3% | Reduced |
| Financial Advisory Partners, LLC | 19,061 | $6.01M | 1.76% | −202−1.0% | Reduced |
| Northcape Wealth Management, LLC | 19,022 | $6.00M | 1.75% | −300−1.6% | Reduced |
| Generali Investments, Management Co LLC | 19,018 | $6.00M | 1.25% | +27+0.1% | Added |
| Harvey Investment Co LLC | 19,016 | $6.00M | 0.64% | −250−1.3% | Reduced |
| Fischer Financial Services, Inc. | 19,015 | $6.00M | 1.61% | +26+0.1% | Added |
| Atlas Legacy Advisors, LLC | 19,004 | $5.99M | 1.16% | +4,020+26.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,000 | $5.99M | 2.89% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 18,986 | $5.99M | 5.31% | −67−0.4% | Reduced |
| Winthrop Advisory Group LLC | 18,934 | $5.97M | 0.52% | +427+2.3% | Added |
| Glen Eagle Advisors, LLC | 18,880 | $5.96M | 0.83% | +1,965+11.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,855 | $5.95M | 1.68% | −651−3.3% | Reduced |