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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 304,932 | $96.2M | 2.41% | +283,720+1,337.5% | Added |
| First Manhattan Co | 304,812 | $96.1M | 0.25% | +11,282+3.8% | Added |
| OP Asset Management Ltd | 304,359 | $96.0M | 1.27% | +4,500+1.5% | Added |
| Raiffeisen Bank International AG | 302,234 | $95.4M | 1.27% | +50,546+20.1% | Added |
| Atlantic Union Bankshares Corp | 302,473 | $95.4M | 1.80% | +2,086+0.7% | Added |
| Meyer Handelman Co | 302,297 | $95.4M | 3.02% | +1,238+0.4% | Added |
| Fort Washington Investment Advisors Inc | 300,972 | $94.9M | 0.51% | +63,648+26.8% | Added |
| State of Alaska, Department of Revenue | 300,509 | $94.8M | 0.97% | −11,997−3.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 298,835 | $94.3M | 1.30% | +40,117+15.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 295,818 | $93.3M | 1.96% | −1,750−0.6% | Reduced |
| BNP Paribas | 293,629 | $93.1M | 2.81% | −6,270−2.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 294,561 | $92.9M | 0.15% | −137,950−31.9% | Reduced |
| Ancora Advisors, LLC | 294,401 | $92.9M | 1.86% | −11,356−3.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 292,631 | $92.3M | 5.17% | −34,123−10.4% | Reduced |
| Welch Group, LLC | 285,172 | $90.0M | 3.51% | −361−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 284,747 | $89.8M | 0.06% | +37,865+15.3% | Added |
| McDonald Capital Investors Inc | 284,347 | $89.7M | 5.57% | −5,330−1.8% | Reduced |
| Argent Trust Co | 284,078 | $89.6M | 3.18% | −4,454−1.5% | Reduced |
| Massmutual Trust Co FSB | 278,218 | $87.8M | 2.24% | −12,671−4.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 277,604 | $87.6M | 2.54% | −8,850−3.1% | Reduced |
| Bowen Hanes & Co Inc | 277,324 | $87.5M | 2.19% | −4,560−1.6% | Reduced |
| Evelyn Partners Investment Management LLP | 275,102 | $86.8M | 2.47% | −2,823−1.0% | Reduced |
| RNC Capital Management LLC | 270,100 | $85.2M | 3.92% | −1,869−0.7% | Reduced |
| iA Global Asset Management Inc. | 269,303 | $84.9M | 1.16% | +13,769+5.4% | Added |
| North Star Investment Management Corp. | 265,683 | $83.8M | 5.38% | −620.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 265,602 | $83.8M | 0.64% | +16,655+6.7% | Added |
| Prudential PLC | 265,430 | $83.7M | 0.62% | +27,654+11.6% | Added |
| Silvercrest Asset Management Group LLC | 264,655 | $83.5M | 0.55% | −8,217−3.0% | Reduced |
| Daymark Wealth Partners, LLC | 264,083 | $83.3M | 2.83% | −1,522−0.6% | Reduced |
| Tocqueville Asset Management L.P. | 262,461 | $82.8M | 1.21% | −6,605−2.5% | Reduced |
| Bryn Mawr Trust Co | 257,719 | $81.3M | 1.96% | −83,172−24.4% | Reduced |
| Clearstead Advisors, LLC | 256,918 | $81.0M | 1.18% | −7,267−2.8% | Reduced |
| Empowered Funds, LLC | 256,647 | $81.0M | 0.82% | +40,723+18.9% | Added |
| Lockheed Martin Investment Management Co | 256,450 | $80.9M | 2.98% | −9,570−3.6% | Reduced |
| Waverton Investment Management Ltd | 255,476 | $80.6M | 1.04% | −227,971−47.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $79.7M | 0.65% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 251,538 | $79.3M | 0.85% | −454−0.2% | Reduced |
| Bokf, NA | 251,173 | $79.2M | 1.19% | +2,763+1.1% | Added |
| Roffman Miller Associates Inc | 250,902 | $79.1M | 4.43% | −6,328−2.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 250,756 | $79.1M | 2.25% | +961+0.4% | Added |
| Guggenheim Capital LLC | 249,128 | $78.6M | 0.58% | −13,439−5.1% | Reduced |
| Nicholas Company, Inc. | 248,590 | $78.4M | 1.33% | −1,600−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 247,967 | $78.2M | 1.17% | +6,518+2.7% | Added |
| Todd Asset Management LLC | 246,126 | $77.6M | 1.57% | −1,953−0.8% | Reduced |
| Pacer Advisors, Inc. | 245,931 | $77.6M | 0.20% | −7,789−3.1% | Reduced |
| Crestwood Advisors Group LLC | 244,691 | $77.2M | 1.31% | −6,267−2.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 244,053 | $77.0M | 0.28% | −11,208−4.4% | Reduced |
| HB Wealth Management, LLC | 242,098 | $76.4M | 0.52% | +44,932+22.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 241,816 | $76.3M | 6.54% | −5,062−2.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 240,887 | $76.0M | 3.20% | −14,350−5.6% | Reduced |
| Seizert Capital Partners, LLC | 239,619 | $75.6M | 3.27% | −39,470−14.1% | Reduced |
| Prospera Financial Services Inc | 239,509 | $75.6M | 1.29% | +17,020+7.6% | Added |
| Dakota Wealth Management | 238,930 | $75.4M | 1.52% | −13,556−5.4% | Reduced |
| Spears Abacus Advisors LLC | 238,884 | $75.4M | 1.42% | −7,350−3.0% | Reduced |
| Venture Visionary Partners LLC | 238,416 | $75.2M | 2.59% | −447−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 236,747 | $74.7M | 0.05% | −78,072−24.8% | Reduced |
| RiverFront Investment Group, LLC | 236,539 | $74.6M | 1.31% | +13,002+5.8% | Added |
| Kimelman & Baird, LLC | 235,406 | $74.3M | 5.80% | −8,657−3.5% | Reduced |
| Argent Capital Management LLC | 233,870 | $73.8M | 2.01% | −453−0.2% | Reduced |
| Pensionmark Financial Group, LLC | 233,593 | $73.7M | 1.51% | +2,001+0.9% | Added |
| Capital Investment Advisors, LLC | 231,368 | $73.0M | 1.20% | +2,060+0.9% | Added |
| Washington Trust Co | 230,055 | $72.6M | 2.38% | +4,647+2.1% | Added |
| Intech Investment Management LLC | 229,560 | $72.4M | 0.65% | +43,349+23.3% | Added |
| Brinker Capital Investments, LLC | 229,307 | $72.3M | 0.56% | +13,648+6.3% | Added |
| Johnson Investment Counsel Inc | 229,006 | $72.2M | 0.61% | −1,244−0.5% | Reduced |
| Salem Investment Counselors Inc | 228,573 | $72.1M | 2.06% | +679+0.3% | Added |
| Warren Averett Asset Management, LLC | 227,851 | $71.9M | 0.72% | +5,967+2.7% | Added |
| ZWJ Investment Counsel Inc | 227,521 | $71.8M | 2.54% | −5,120−2.2% | Reduced |
| Deprince Race & Zollo Inc | 227,048 | $71.6M | 1.44% | −14,686−6.1% | Reduced |
| Ceredex Value Advisors LLC | 225,911 | $71.3M | 1.65% | −2,592−1.1% | Reduced |
| Elo Mutual Pension Insurance Co | 225,586 | $71.2M | 1.17% | +923+0.4% | Added |
| Main Street Research LLC | 224,723 | $70.9M | 3.83% | +437+0.2% | Added |
| Atria Investments LLC | 222,214 | $70.1M | 0.80% | −16,143−6.8% | Reduced |
| Modera Wealth Management, LLC | 222,193 | $70.1M | 0.81% | −4,312−1.9% | Reduced |
| KCM Investment Advisors LLC | 219,025 | $69.1M | 2.22% | +18,579+9.3% | Added |
| Busey Wealth Management | 218,190 | $68.8M | 1.92% | +994+0.5% | Added |
| GW&K Investment Management, LLC | 218,063 | $68.8M | 0.61% | −4,585−2.1% | Reduced |
| Kempen Capital Management N.V. | 216,674 | $68.3M | 0.61% | −41,211−16.0% | Reduced |
| Crawford Investment Counsel Inc | 216,613 | $68.3M | 1.13% | −4,565−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 216,584 | $68.3M | 0.81% | +12,505+6.1% | Added |
| Destination Wealth Management | 215,489 | $68.0M | 1.87% | +683+0.3% | Added |
| Trust Co of Vermont | 210,881 | $66.5M | 2.89% | −758−0.4% | Reduced |
| Americana Partners, LLC | 210,850 | $66.5M | 2.00% | +4,683+2.3% | Added |
| NorthCrest Asset Manangement, LLC | 215,223 | $66.2M | 1.58% | −4,853−2.2% | Reduced |
| Vinva Investment Management Ltd | 209,217 | $66.0M | 1.33% | +41,397+24.7% | Added |
| Perfromance Wealth Partners, LLC | 209,011 | $65.9M | 1.84% | +5,398+2.7% | Added |
| CBOE Vest Financial, LLC | 207,470 | $65.4M | 0.85% | +12,804+6.6% | Added |
| Vestor Capital, LLC | 207,041 | $65.3M | 4.19% | +205,764+16,113.1% | Added |
| Marsico Capital Management LLC | 206,116 | $65.0M | 1.67% | +9,246+4.7% | Added |
| Baker Avenue Asset Management, LP | 205,832 | $64.9M | 1.55% | −2,257−1.1% | Reduced |
| Equitable Holdings, Inc. | 205,734 | $64.9M | 0.48% | +3,148+1.6% | Added |
| Howard Capital Management Group, LLC | 205,464 | $64.8M | 4.10% | −416−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 205,221 | $64.7M | 0.83% | +12,011+6.2% | Added |
| Allianz SE | 204,812 | $64.6M | 1.37% | −3,181−1.5% | Reduced |
| Brandes Investment Partners, LP | 204,354 | $64.5M | 0.52% | −9,330−4.4% | Reduced |
| Villere St Denis J & Co LLC | 204,034 | $64.4M | 6.19% | −5,235−2.5% | Reduced |
| Ingalls & Snyder LLC | 203,919 | $64.3M | 2.11% | −5,967−2.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 203,863 | $64.3M | 2.17% | −34,200−14.4% | Reduced |
| Mill Capital Management, LLC | 203,855 | $64.3M | 4.77% | −282−0.1% | Reduced |
| Jupiter Asset Management Ltd | 203,058 | $64.1M | 0.55% | −11,473−5.3% | Reduced |