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; 5,157 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
- 2,124 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 899,309 | $283.7M | 0.76% | −22,421−2.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 897,784 | $283.2M | 1.34% | −54,659−5.7% | Reduced |
| Bristol John W & Co Inc | 897,723 | $283.2M | 4.47% | −16,279−1.8% | Reduced |
| Jarislowsky, Fraser Ltd | 878,324 | $277.0M | 1.52% | −47,756−5.2% | Reduced |
| Actiam N.V. | 876,716 | $276.5M | 2.94% | +20,457+2.4% | Added |
| Captrust Financial Advisors | 871,509 | $274.9M | 0.56% | +10,947+1.3% | Added |
| Clark Capital Management Group, Inc. | 869,924 | $274.4M | 1.72% | +39,855+4.8% | Added |
| GWM Advisors LLC | 848,504 | $267.6M | 1.22% | +18,034+2.2% | Added |
| Empower Advisory Group, LLC | 838,525 | $264.5M | 0.73% | +10,403+1.3% | Added |
| Boston Trust Walden Corp | 825,787 | $260.5M | 1.91% | −129,751−13.6% | Reduced |
| Natixis | 818,857 | $258.3M | 1.39% | −357,991−30.4% | Reduced |
| CIBC Bancorp USA Inc. | 813,681 | $256.7M | 1.55% | +813,681 | New |
| LGT Group Foundation | 824,279 | $256.1M | 2.93% | +48,978+6.3% | Added |
| Arizona State Retirement System | 811,386 | $255.9M | 1.36% | −6,036−0.7% | Reduced |
| Teacher Retirement System of Texas | 810,772 | $255.7M | 1.03% | −25,898−3.1% | Reduced |
| Two Sigma Investments, LP | 800,703 | $252.6M | 0.39% | +606,025+311.3% | Added |
| Groupama Asset Managment | 777,144 | $245.1M | 3.59% | +29,052+3.9% | Added |
| AMF Pensionsforsakring AB | 766,861 | $241.9M | 1.53% | +6,084+0.8% | Added |
| Capitolis Liquid Global Markets LLC | 764,258 | $241.1M | 1.93% | −47,342−5.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 755,223 | $238.2M | 3.15% | −12,105−1.6% | Reduced |
| Assetmark, Inc | 749,715 | $236.5M | 0.51% | +37,436+5.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 749,785 | $236.3M | 1.51% | +61,822+9.0% | Added |
| Loomis Sayles & Co L P | 744,797 | $234.9M | 0.28% | −27,939−3.6% | Reduced |
| Calamos Advisors LLC | 744,568 | $234.9M | 0.95% | −2,485−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 741,669 | $233.9M | 1.90% | +22,506+3.1% | Added |
| Ferguson Wellman Capital Management, Inc | 741,452 | $233.9M | 3.79% | −20,273−2.7% | Reduced |
| Man Group plc | 735,479 | $232.0M | 0.45% | +279,127+61.2% | Added |
| Forsta Ap-Fonden | 735,000 | $231.8M | 1.38% | +26,800+3.8% | Added |
| Worldquant Millennium Advisors LLC | 732,743 | $231.1M | 1.00% | +260,925+55.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 731,922 | $230.9M | 0.72% | −10,383−1.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 734,521 | $230.7M | 2.08% | −9,969−1.3% | Reduced |
| Omers Administration Corp | 730,084 | $230.3M | 1.65% | −198,742−21.4% | Reduced |
| First Financial Bankshares Inc | 726,196 | $229.1M | 4.71% | −65,621−8.3% | Reduced |
| Capital International Inc | 718,692 | $226.7M | 1.81% | +91,422+14.6% | Added |
| Samlyn Capital, LLC | 716,149 | $225.9M | 3.21% | −674,153−48.5% | Reduced |
| Quilter Plc | 714,584 | $225.4M | 3.87% | −1,232−0.2% | Reduced |
| DnB Asset Management AS | 708,547 | $223.5M | 0.84% | +18,151+2.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 704,821 | $222.3M | 2.02% | −23,541−3.2% | Reduced |
| Mercer Global Advisors Inc | 699,543 | $220.7M | 0.37% | +111,776+19.0% | Added |
| Czech National Bank | 698,380 | $220.3M | 1.52% | +19,071+2.8% | Added |
| Gateway Investment Advisers LLC | 695,419 | $219.4M | 2.12% | +5,612+0.8% | Added |
| Sanctuary Advisors, LLC | 692,289 | $218.4M | 1.25% | −9,393−1.3% | Reduced |
| James Hambro & Partners | 690,000 | $217.6M | 7.73% | −39,479−5.4% | Reduced |
| MetLife Investment Management | 682,725 | $215.4M | 1.03% | −25,373−3.6% | Reduced |
| RE Advisers Corp | 677,436 | $213.7M | 5.09% | −44,500−6.2% | Reduced |
| Candriam Luxembourg S.C.A. | 672,749 | $212.2M | 1.11% | −14,700−2.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 671,391 | $211.8M | 4.06% | −11,516−1.7% | Reduced |
| Welch & Forbes LLC | 671,288 | $211.7M | 2.55% | −8,560−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 664,924 | $209.7M | 1.23% | +19,974+3.1% | Added |
| ProShare Advisors LLC | 661,319 | $208.6M | 0.44% | −75,795−10.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 660,316 | $208.3M | 1.04% | −21,272−3.1% | Reduced |
| Douglas Lane & Associates, LLC | 645,333 | $203.6M | 2.84% | −55,704−7.9% | Reduced |
| Kames Capital plc | 642,075 | $202.5M | 2.40% | −41,491−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 639,651 | $201.8M | 0.55% | +24,119+3.9% | Added |
| LSV Asset Management | 636,922 | $200.9M | 0.44% | −52,778−7.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 636,914 | $200.9M | 0.78% | +3,291+0.5% | Added |
| Whittier Trust Co | 644,736 | $199.9M | 2.28% | +3,767+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 641,883 | $199.4M | 0.32% | −3,840−0.6% | Reduced |
| Union Bancaire Privee, UBP SA | 640,189 | $192.9M | 3.95% | +272,830+74.3% | Added |
| ABN AMRO Bank N.V. | 612,033 | $192.4M | 1.89% | +206,455+50.9% | Added |
| Smead Capital Management, Inc. | 601,947 | $189.9M | 3.67% | −46,056−7.1% | Reduced |
| Davis Selected Advisers | 595,626 | $187.9M | 0.98% | −40,416−6.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 594,295 | $187.5M | 1.65% | +10,627+1.8% | Added |
| Evercore Wealth Management, LLC | 591,010 | $186.4M | 2.74% | −9,098−1.5% | Reduced |
| Lido Advisors, LLC | 588,367 | $185.6M | 0.76% | +122,188+26.2% | Added |
| Clear Street Group Inc. | 582,050 | $183.6M | 0.89% | +582,050 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 584,653 | $183.1M | 0.47% | +176,773+43.3% | Added |
| Stonegate Investment Group, LLC | 579,471 | $182.8M | 4.24% | −10,618−1.8% | Reduced |
| Davenport & Co LLC | 579,211 | $182.7M | 0.98% | −7,303−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 575,970 | $181.7M | 2.37% | −8,388−1.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 569,786 | $179.7M | 2.06% | −2,489−0.4% | Reduced |
| Los Angeles Capital Management LLC | 569,476 | $179.6M | 0.61% | +57,077+11.1% | Added |
| Federation des caisses Desjardins du Quebec | 567,743 | $179.1M | 0.70% | +12,087+2.2% | Added |
| Zurich Insurance Group Ltd | 565,989 | $178.5M | 1.27% | +2,349+0.4% | Added |
| CIBC Asset Management Inc | 563,138 | $177.6M | 0.51% | +67,646+13.7% | Added |
| Capital Advisors Inc | 560,784 | $176.9M | 2.96% | +24,965+4.7% | Added |
| DJE Kapital AG | 603,316 | $175.2M | 4.28% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 550,700 | $173.7M | 1.39% | −63,900−10.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 548,700 | $173.1M | 1.12% | +10,600+2.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 545,030 | $171.9M | 1.84% | −28,670−5.0% | Reduced |
| Factory Mutual Insurance Co | 541,725 | $170.9M | 1.66% | −25,000−4.4% | Reduced |
| Agf Management Ltd | 538,767 | $169.9M | 0.75% | −60,627−10.1% | Reduced |
| IFM Investors Pty Ltd | 533,538 | $168.6M | 1.48% | −2,585−0.5% | Reduced |
| Balyasny Asset Management LLC | 530,179 | $167.2M | 0.34% | +181,670+52.1% | Added |
| Amalgamated Bank | 527,866 | $166.5M | 1.19% | −13,288−2.5% | Reduced |
| Bridges Investment Management Inc | 527,676 | $166.4M | 2.13% | −3,054−0.6% | Reduced |
| Kestra Advisory Services, LLC | 527,482 | $166.4M | 0.76% | +47,665+9.9% | Added |
| Parnassus Investments | 523,658 | $165.2M | 0.38% | +4,512+0.9% | Added |
| Daiwa Securities Group Inc. | 522,880 | $164.9M | 0.56% | +9,615+1.9% | Added |
| ING Groep NV | 509,616 | $160.7M | 0.87% | +320,287+169.2% | Added |
| Nissay Asset Management Corp | 509,555 | $160.7M | 0.89% | −174,576−25.5% | Reduced |
| ASR Vermogensbeheer N.V. | 500,240 | $157.8M | 1.91% | −5,312−1.1% | Reduced |
| Jane Street Group, LLC | 497,514 | $156.9M | 0.18% | +6,976+1.4% | Added |
| Commerzbank Aktiengesellschaft | 493,400 | $155.6M | 3.23% | −29,340−5.6% | Reduced |
| Swiss Life Asset Management Ltd | 485,771 | $153.2M | 0.80% | +529+0.1% | Added |
| CWM, LLC | 480,453 | $151.5M | 0.46% | +54,635+12.8% | Added |
| AE Wealth Management LLC | 478,045 | $150.8M | 0.96% | +49,861+11.6% | Added |
| Fullerton Fund Management Co Ltd. | 474,281 | $149.6M | 5.78% | +7,250+1.6% | Added |
| Tiaa Trust, National Association | 472,928 | $149.2M | 0.36% | −9,008−1.9% | Reduced |
| Basswood Capital Management, L.L.C. | 469,496 | $148.1M | 6.88% | 00.0% | Unchanged |