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
- 4,766
- +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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 468,973 | $147.9M | 0.26% | −88,681−15.9% | Reduced |
| Pathstone Holdings, LLC | 466,407 | $147.1M | 0.56% | +4,100+0.9% | Added |
| Groupe la Francaise | 468,289 | $146.3M | 1.99% | −10,025−2.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 460,451 | $145.2M | 0.46% | +27,362+6.3% | Added |
| Oppenheimer Asset Management Inc. | 460,132 | $145.1M | 1.60% | −6,201−1.3% | Reduced |
| Sapient Capital LLC | 459,071 | $144.9M | 2.23% | −13,305−2.8% | Reduced |
| Utah Retirement Systems | 458,857 | $144.7M | 1.41% | −2,459−0.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 457,869 | $144.4M | 1.08% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 453,969 | $143.2M | 0.12% | −183,009−28.7% | Reduced |
| HM Payson & Co | 453,814 | $143.1M | 2.06% | +7,176+1.6% | Added |
| JustInvest LLC | 452,698 | $142.9M | 1.46% | +10,042+2.3% | Added |
| Banco Santander, S.A. | 452,612 | $142.8M | 1.27% | +37,550+9.0% | Added |
| Varma Mutual Pension Insurance Co | 452,211 | $142.6M | 0.91% | +80,700+21.7% | Added |
| Teachers Retirement System of the State of Kentucky | 451,760 | $142.5M | 1.08% | −5,581−1.2% | Reduced |
| USS Investment Management Ltd | 449,171 | $141.7M | 0.68% | −1210.0% | Reduced |
| TCW Group Inc | 449,007 | $141.6M | 1.19% | −44,311−9.0% | Reduced |
| Achmea Investment Management B.V. | 447,946 | $141.3M | 1.76% | +7,970+1.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 447,850 | $141.3M | 1.14% | +26,083+6.2% | Added |
| MAI Capital Management | 447,555 | $141.2M | 0.88% | +6,640+1.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 445,267 | $140.5M | 1.21% | +7,753+1.8% | Added |
| NewEdge Wealth, LLC | 450,230 | $140.3M | 2.01% | +11,721+2.7% | Added |
| Midwest Trust Co | 441,010 | $139.1M | 1.81% | −4,373−1.0% | Reduced |
| Eastern Bank | 436,426 | $137.7M | 2.45% | +14,744+3.5% | Added |
| Border to Coast Pensions Partnership Ltd | 430,237 | $135.7M | 2.36% | +31,538+7.9% | Added |
| Pinnacle Associates Ltd | 429,700 | $135.5M | 1.80% | −7,980−1.8% | Reduced |
| Staley Capital Advisers Inc | 429,150 | $135.4M | 5.56% | −7,598−1.7% | Reduced |
| Global Frontier Investments LLC | 429,000 | $135.3M | 26.07% | +50,000+13.2% | Added |
| Advisors Capital Management, LLC | 426,483 | $134.5M | 1.67% | +3,500+0.8% | Added |
| Westwood Holdings Group Inc. | 421,572 | $133.0M | 0.95% | −254,692−37.7% | Reduced |
| QRG Capital Management, Inc. | 421,182 | $132.9M | 1.61% | −140,027−25.0% | Reduced |
| Umb Bank N A | 418,800 | $132.1M | 1.94% | −4,214−1.0% | Reduced |
| AustralianSuper Pty Ltd | 414,185 | $130.6M | 0.62% | +351,473+560.5% | Added |
| Virginia Retirement Systems Et Al | 413,538 | $130.4M | 0.85% | −152,300−26.9% | Reduced |
| D.A. Davidson & Co. | 412,803 | $130.2M | 0.83% | +1,325+0.3% | Added |
| RMB Capital Management, LLC | 412,556 | $130.1M | 2.39% | −5,814−1.4% | Reduced |
| Glenview Trust Co | 407,339 | $128.5M | 2.04% | −2,792−0.7% | Reduced |
| Oppenheimer & Co Inc | 401,987 | $126.8M | 1.55% | −3,699−0.9% | Reduced |
| Mediolanum International Funds Ltd | 401,100 | $126.6M | 1.33% | +9,056+2.3% | Added |
| Guidance Point Advisors, LLC | 401,144 | $126.5M | 30.51% | +205+0.1% | Added |
| Hardy Reed LLC | 400,867 | $126.4M | 9.31% | +362+0.1% | Added |
| British Columbia Investment Management Corp | 400,139 | $126.2M | 0.72% | −40,380−9.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 399,828 | $126.1M | 2.38% | −9,880−2.4% | Reduced |
| Xponance, Inc. | 399,805 | $126.1M | 1.00% | −27,228−6.4% | Reduced |
| Ieq Capital, LLC | 399,506 | $126.0M | 0.38% | +52,732+15.2% | Added |
| Toroso Investments, LLC | 399,244 | $125.9M | 0.53% | +112,639+39.3% | Added |
| Beck Mack & Oliver LLC | 398,268 | $125.6M | 2.28% | −5,597−1.4% | Reduced |
| Stephens Inc | 396,739 | $125.1M | 1.59% | +12,961+3.4% | Added |
| Associated Banc-Corp | 395,131 | $124.6M | 3.28% | −525−0.1% | Reduced |
| Adviser Investments LLC | 390,461 | $123.2M | 1.40% | −40,823−9.5% | Reduced |
| Capital Fund Management S.A. | 389,356 | $122.8M | 1.23% | +333,717+599.8% | Added |
| Erste Asset Management GmbH | 387,649 | $122.1M | 1.18% | −112,867−22.6% | Reduced |
| TCTC Holdings, LLC | 386,864 | $122.0M | 3.62% | −1,967−0.5% | Reduced |
| Citizens Financial Group Inc | 381,952 | $120.5M | 1.65% | +76,761+25.2% | Added |
| Wilkinson Global Asset Management LLC | 380,935 | $120.2M | 7.56% | −12,307−3.1% | Reduced |
| Barr E S & Co | 375,620 | $118.5M | 6.42% | −8,392−2.2% | Reduced |
| New York Life Investment Management LLC | 373,446 | $117.8M | 1.04% | −4,599−1.2% | Reduced |
| Capital International Sarl | 370,295 | $116.8M | 2.02% | +20,708+5.9% | Added |
| Davis R M Inc | 367,591 | $115.9M | 2.03% | −281−0.1% | Reduced |
| Allworth Financial LP | 367,126 | $115.8M | 0.51% | +2,738+0.8% | Added |
| Private Advisor Group, LLC | 365,087 | $115.2M | 0.57% | −895−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 364,523 | $115.0M | 0.70% | +4,211+1.2% | Added |
| Cullen/Frost Bankers, Inc. | 363,815 | $114.8M | 1.33% | −12,920−3.4% | Reduced |
| Woodline Partners LP | 363,415 | $114.6M | 0.54% | +62,802+20.9% | Added |
| Vontobel Holding Ltd. | 361,531 | $114.0M | 0.36% | +12,469+3.6% | Added |
| Ofi Invest Asset Management | 424,183 | $113.9M | 2.40% | −17,918−4.1% | Reduced |
| Hancock Whitney Corp | 360,362 | $113.7M | 2.07% | −15,604−4.2% | Reduced |
| Becker Capital Management Inc | 357,936 | $112.9M | 3.30% | −16,766−4.5% | Reduced |
| Wealthfront Advisers LLC | 357,899 | $112.9M | 0.27% | +6,415+1.8% | Added |
| United Capital Financial Advisers, LLC | 356,996 | $112.6M | 0.81% | −7,342−2.0% | Reduced |
| Principle Wealth Partners LLC | 355,384 | $112.1M | 6.51% | −232−0.1% | Reduced |
| Stock Yards Bank & Trust Co | 354,677 | $111.9M | 3.51% | −6,906−1.9% | Reduced |
| Berkshire Asset Management LLC | 353,632 | $111.5M | 4.74% | −2,740−0.8% | Reduced |
| Cresset Asset Management, LLC | 352,739 | $111.3M | 0.49% | +3,865+1.1% | Added |
| Yousif Capital Management, LLC | 351,960 | $111.0M | 1.18% | −22,961−6.1% | Reduced |
| Waters Parkerson & Co., LLC | 347,486 | $109.6M | 5.34% | −3,835−1.1% | Reduced |
| Donaldson Capital Management, LLC | 343,510 | $108.4M | 3.43% | −1,955−0.6% | Reduced |
| Gabelli Funds LLC | 341,804 | $107.8M | 0.73% | −12,334−3.5% | Reduced |
| Vaughan David Investments LLC | 340,719 | $107.5M | 2.32% | −8,921−2.6% | Reduced |
| Pzena Investment Management LLC | 340,025 | $107.3M | 0.35% | −2,291−0.7% | Reduced |
| Investment Management Corp of Ontario | 339,617 | $107.1M | 1.63% | +72,917+27.3% | Added |
| HRT Financial LP | 337,623 | $106.5M | 0.39% | +268,844+390.9% | Added |
| Henshaw Capital LLC | 337,139 | $106.3M | 3.96% | 00.0% | Unchanged |
| M&G Plc | 334,830 | $105.5M | 0.56% | −25,836−7.2% | Reduced |
| Park National Corp | 332,664 | $104.9M | 3.28% | −15,598−4.5% | Reduced |
| Alpha Cubed Investments, LLC | 331,476 | $104.6M | 3.64% | −6,354−1.9% | Reduced |
| Fiduciary Trust Co | 330,217 | $104.2M | 1.18% | −4,050−1.2% | Reduced |
| Flputnam Investment Management Co | 325,448 | $102.7M | 1.53% | −5,282−1.6% | Reduced |
| Pinnacle Financial Partners Inc | 324,074 | $102.2M | 2.45% | −170,144−34.4% | Reduced |
| E. Ohman J:or Asset Management AB | 319,399 | $100.7M | 2.38% | −9,005−2.7% | Reduced |
| Mutual of America Capital Management LLC | 318,594 | $100.5M | 1.06% | −21,109−6.2% | Reduced |
| Beacon Pointe Advisors, LLC | 318,277 | $100.4M | 0.85% | −60,112−15.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 316,470 | $99.8M | 1.79% | −2,841−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 314,275 | $99.1M | 1.29% | +74,008+30.8% | Added |
| Whittier Trust Co of Nevada Inc | 316,069 | $98.0M | 2.09% | +4,799+1.5% | Added |
| Kestra Private Wealth Services, LLC | 309,136 | $97.5M | 1.27% | −572−0.2% | Reduced |
| Wesbanco Bank Inc | 309,113 | $97.5M | 2.71% | −4,763−1.5% | Reduced |
| NEOS Investment Management LLC | 307,760 | $97.1M | 0.73% | +79,649+34.9% | Added |
| Lazard Asset Management LLC | 308,073 | $96.7M | 0.13% | +117,061+61.3% | Added |
| Synovus Financial Corp | 306,472 | $96.7M | 1.11% | +11,796+4.0% | Added |
| Aptus Capital Advisors, LLC | 306,067 | $96.5M | 0.88% | −8,273−2.6% | Reduced |