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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 18,851 | $5.95M | 1.23% | −978−4.9% | Reduced |
| Benin Management CORP | 18,847 | $5.94M | 1.41% | +44+0.2% | Added |
| Canton Hathaway, LLC | 18,839 | $5.94M | 1.14% | 00.0% | Unchanged |
| Processus Wealth & Capital Management, LLC | 18,789 | $5.93M | 4.25% | +121+0.6% | Added |
| Evermay Wealth Management LLC | 18,767 | $5.92M | 0.68% | −458−2.4% | Reduced |
| Sanders Morris Harris LLC | 18,730 | $5.91M | 0.78% | +7,641+68.9% | Added |
| Piscataqua Savings Bank | 18,713 | $5.90M | 4.61% | −359−1.9% | Reduced |
| Bank Ozk | 18,697 | $5.90M | 2.09% | −152−0.8% | Reduced |
| Milestone Asset Management, LLC | 18,685 | $5.89M | 1.12% | +12,023+180.5% | Added |
| Smith, Moore & Co. | 18,673 | $5.89M | 0.45% | +501+2.8% | Added |
| Wisconsin Capital Management LLC | 18,661 | $5.89M | 3.00% | −200−1.1% | Reduced |
| Octavia Wealth Advisors, LLC | 18,642 | $5.88M | 0.59% | +3,665+24.5% | Added |
| Continuum Advisory, LLC | 18,635 | $5.88M | 0.62% | +534+3.0% | Added |
| Ocean Capital Management, LLC | 18,624 | $5.87M | 1.18% | −62−0.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,593 | $5.86M | 1.24% | −191−1.0% | Reduced |
| Hedeker Wealth, LLC | 18,583 | $5.86M | 1.22% | +224+1.2% | Added |
| Norris Perne & French LLP | 18,572 | $5.86M | 0.41% | +7,624+69.6% | Added |
| Northstar Advisory Group, LLC | 18,547 | $5.85M | 2.39% | +845+4.8% | Added |
| Consolidated Capital Management, LLC | 18,523 | $5.84M | 2.07% | −3,172−14.6% | Reduced |
| Leisure Capital Management | 18,470 | $5.83M | 2.00% | −77−0.4% | Reduced |
| Voya Financial Advisors, Inc. | 18,430 | $5.82M | 0.56% | −117−0.6% | Reduced |
| Doliver Advisors, LP | 18,443 | $5.82M | 1.51% | −757−3.9% | Reduced |
| Fairfield, Bush & Co. | 18,405 | $5.81M | 2.98% | −891−4.6% | Reduced |
| Missouri Trust & Investment Co | 18,397 | $5.80M | 1.72% | +65+0.4% | Added |
| James J. Burns & Company, LLC | 18,375 | $5.80M | 0.86% | +4,345+31.0% | Added |
| Blueprint Investment Partners LLC | 18,346 | $5.79M | 0.81% | +165+0.9% | Added |
| Sculati Wealth Management, LLC | 18,315 | $5.78M | 2.04% | −336−1.8% | Reduced |
| Aspen Investment Management Inc | 18,316 | $5.78M | 2.23% | +418+2.3% | Added |
| 180 Wealth Advisors, LLC | 18,209 | $5.74M | 0.70% | −525−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 18,194 | $5.74M | 0.72% | +278+1.6% | Added |
| Guerra Pan Advisors, LLC | 18,186 | $5.74M | 3.47% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 18,183 | $5.74M | 0.36% | −605−3.2% | Reduced |
| Hamel Associates, Inc. | 18,109 | $5.71M | 1.76% | −2,793−13.4% | Reduced |
| Camden Capital, LLC | 18,029 | $5.69M | 0.39% | +3,114+20.9% | Added |
| Forza Wealth Management, LLC | 18,011 | $5.68M | 2.18% | +104+0.6% | Added |
| Oak Asset Management, LLC | 18,005 | $5.68M | 1.94% | −83−0.5% | Reduced |
| IPG Investment Advisors LLC | 17,944 | $5.66M | 1.01% | +132+0.7% | Added |
| 3Chopt Investment Partners, LLC | 17,933 | $5.66M | 1.29% | −60−0.3% | Reduced |
| Wealth Alliance | 17,920 | $5.65M | 0.58% | +360+2.1% | Added |
| Investment Partners, Ltd. | 17,916 | $5.65M | 1.99% | −177−1.0% | Reduced |
| Clarius Group, LLC | 17,913 | $5.65M | 0.33% | −6,422−26.4% | Reduced |
| Aprio Wealth Management, LLC | 17,897 | $5.65M | 0.56% | +754+4.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 17,882 | $5.64M | 1.45% | +15+0.1% | Added |
| BKM Wealth Management, LLC | 17,867 | $5.64M | 2.08% | +536+3.1% | Added |
| Raab & Moskowitz Asset Management LLC | 17,782 | $5.61M | 1.25% | −55−0.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 17,759 | $5.60M | 1.72% | −441−2.4% | Reduced |
| 44 Wealth Management LLC | 17,752 | $5.60M | 1.90% | +6,683+60.4% | Added |
| Okabena Investment Services Inc | 17,738 | $5.60M | 1.09% | +2,724+18.1% | Added |
| Zions Bancorporation, National Association | 17,708 | $5.59M | 0.28% | +1,486+9.2% | Added |
| Resurgent Financial Advisors LLC | 17,704 | $5.58M | 2.74% | −2,311−11.5% | Reduced |
| Alpine Bank Wealth Management | 17,679 | $5.58M | 0.78% | +30+0.2% | Added |
| Opinicus Capital, Inc. | 17,670 | $5.57M | 3.86% | −487−2.7% | Reduced |
| Archer Investment Corp | 17,663 | $5.57M | 1.26% | −455−2.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 17,659 | $5.57M | 0.06% | −86−0.5% | Reduced |
| Quadcap Wealth Management, LLC | 17,648 | $5.57M | 0.66% | −378−2.1% | Reduced |
| WP Advisors, LLC | 17,617 | $5.56M | 1.41% | +21+0.1% | Added |
| Long Run Wealth Advisors, LLC | 17,608 | $5.55M | 1.09% | −1,502−7.9% | Reduced |
| Tiemann Investment Advisors, LLC | 17,598 | $5.55M | 2.12% | −170−1.0% | Reduced |
| Morangie Management LLC | 17,584 | $5.55M | 4.78% | +708+4.2% | Added |
| First Commonwealth Financial Corp | 17,582 | $5.55M | 0.93% | +2,858+19.4% | Added |
| Affinity Wealth Management LLC | 17,580 | $5.55M | 0.81% | −276−1.5% | Reduced |
| Aries Wealth Management | 17,561 | $5.54M | 1.31% | +322+1.9% | Added |
| Home Federal Bank of Tennessee | 17,546 | $5.53M | 1.48% | −162−0.9% | Reduced |
| Aureus Asset Management, LLC | 17,543 | $5.53M | 0.36% | −897−4.9% | Reduced |
| Weaver Capital Management LLC | 17,542 | $5.53M | 1.21% | +2,213+14.4% | Added |
| Certified Advisory Corp | 17,518 | $5.53M | 0.52% | −371−2.1% | Reduced |
| First United Bank Trust | 17,491 | $5.52M | 1.79% | −193−1.1% | Reduced |
| Buckhead Capital Management LLC | 17,470 | $5.51M | 2.00% | +53+0.3% | Added |
| Transatlantique Private Wealth LLC | 17,467 | $5.51M | 1.80% | −124−0.7% | Reduced |
| Game Plan Financial Advisors, LLC | 17,440 | $5.50M | 2.28% | +135+0.8% | Added |
| Valley Brook Capital Group | 17,423 | $5.50M | 3.69% | +28+0.2% | Added |
| Guerra Advisors Inc | 17,412 | $5.49M | 2.03% | +4,359+33.4% | Added |
| Castle Rock Wealth Management, LLC | 17,845 | $5.48M | 1.21% | +238+1.4% | Added |
| Investment Advisory Services Inc | 17,366 | $5.48M | 1.73% | −496−2.8% | Reduced |
| Mattson Financial Services, LLC | 17,338 | $5.47M | 1.31% | −104−0.6% | Reduced |
| NWF Advisory Services Inc. | 17,331 | $5.47M | 0.60% | −495−2.8% | Reduced |
| Snider Financial Group | 17,310 | $5.46M | 1.49% | −54−0.3% | Reduced |
| Bank Hapoalim BM | 17,305 | $5.46M | 0.67% | −222−1.3% | Reduced |
| Center for Financial Planning, Inc. | 17,271 | $5.45M | 0.58% | +260+1.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,257 | $5.44M | 0.64% | +619+3.7% | Added |
| MeadowBrook Investment Advisors LLC | 17,195 | $5.42M | 4.66% | −70−0.4% | Reduced |
| Denali Advisors LLC | 17,170 | $5.42M | 0.61% | −200−1.2% | Reduced |
| Worth Financial Advisory Group, LLC | 17,092 | $5.39M | 3.02% | −396−2.3% | Reduced |
| KPP Advisory Services LLC | 17,085 | $5.39M | 0.80% | −1,046−5.8% | Reduced |
| Commonwealth Financial Services, LLC | 17,079 | $5.39M | 0.92% | +117+0.7% | Added |
| Sageworth Trust Co | 17,057 | $5.38M | 0.25% | +15,738+1,193.2% | Added |
| Sweeney & Michel, LLC | 17,879 | $5.38M | 1.81% | −171−0.9% | Reduced |
| LRI Investments, LLC | 39,921 | $5.37M | 0.44% | −687−1.7% | Reduced |
| Altrius Capital Management Inc | 17,006 | $5.36M | 1.22% | −4,801−22.0% | Reduced |
| Cetera Trust Company, N.A | 16,969 | $5.35M | 3.00% | −25−0.1% | Reduced |
| Boltwood Capital Management | 16,951 | $5.35M | 1.42% | +38+0.2% | Added |
| Brookmont Capital Management | 16,942 | $5.34M | 2.97% | −723−4.1% | Reduced |
| Portside Wealth Group, LLC | 16,898 | $5.33M | 0.74% | −243−1.4% | Reduced |
| San Luis Wealth Advisors LLC | 16,874 | $5.32M | 0.96% | +3,496+26.1% | Added |
| Invera Wealth Advisors, LLC | 16,860 | $5.32M | 3.28% | −200−1.2% | Reduced |
| Edge Financial Advisors LLC | 8,421 | $5.31M | 2.38% | +515+6.5% | Added |
| Bull Street Advisors, LLC | 16,826 | $5.31M | 2.48% | 00.0% | Unchanged |
| Wills Financial Group LLC | 16,816 | $5.30M | 2.18% | −85−0.5% | Reduced |
| Crowley Wealth Management, Inc. | 16,763 | $5.29M | 4.21% | −159−0.9% | Reduced |
| Watts Gwilliam & Co., LLC | 16,711 | $5.27M | 0.85% | 00.0% | Unchanged |