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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 202,860 | $64.0M | 2.55% | +4,400+2.2% | Added |
| Pictet & Cie (Europe) SA | 200,297 | $63.2M | 1.26% | +581+0.3% | Added |
| Oakworth Capital, Inc. | 199,471 | $62.9M | 3.64% | −906−0.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 199,241 | $62.8M | 3.38% | +159+0.1% | Added |
| Country Trust Bank | 199,212 | $62.8M | 1.38% | −9,340−4.5% | Reduced |
| Fisher Funds Management LTD | 199,186 | $62.8M | 1.66% | +54,993+38.1% | Added |
| Klingenstein Fields & Co LP | 198,462 | $62.6M | 2.36% | −1,581−0.8% | Reduced |
| Triglav Skladi, D.O.O. | 197,091 | $62.2M | 4.07% | +6,110+3.2% | Added |
| Apollon Wealth Management, LLC | 196,292 | $61.9M | 1.10% | +13,552+7.4% | Added |
| Northeast Investment Management | 195,831 | $61.8M | 2.49% | −1,440−0.7% | Reduced |
| Sculptor Capital LP | 195,800 | $61.8M | 0.85% | −32,500−14.2% | Reduced |
| Meridian Wealth Management, LLC | 195,698 | $61.7M | 2.37% | +1,308+0.7% | Added |
| Heritage Investors Management Corp | 194,984 | $61.5M | 1.84% | −9,030−4.4% | Reduced |
| Dodge & Cox | 194,655 | $61.4M | 0.03% | −73,028−27.3% | Reduced |
| HighPoint Advisor Group LLC | 193,062 | $60.9M | 2.90% | −4,521−2.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 192,809 | $60.8M | 5.27% | −145,290−43.0% | Reduced |
| Nexus Investment Management ULC | 192,679 | $60.8M | 8.63% | −4,740−2.4% | Reduced |
| Mizuho Securities USA LLC | 200,274 | $60.4M | 1.22% | +8,208+4.3% | Added |
| St Germain D J Co Inc | 190,279 | $60.0M | 2.40% | −1,597−0.8% | Reduced |
| Motley Fool Asset Management LLC | 189,885 | $59.9M | 2.47% | +43,911+30.1% | Added |
| Integrated Wealth Concepts LLC | 189,880 | $59.9M | 0.54% | +5,068+2.7% | Added |
| FineMark National Bank & Trust | 188,895 | $59.6M | 1.95% | −3,932−2.0% | Reduced |
| Gradient Investments LLC | 188,391 | $59.4M | 0.99% | +960+0.5% | Added |
| Maple Capital Management, Inc. | 187,958 | $59.3M | 3.89% | −3,883−2.0% | Reduced |
| Summit Financial, LLC | 187,952 | $59.3M | 0.90% | +21,273+12.8% | Added |
| Braun Stacey Associates Inc | 187,573 | $59.2M | 1.94% | −836−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 185,008 | $58.4M | 1.94% | −2,725−1.5% | Reduced |
| Howe & Rusling Inc | 182,987 | $57.7M | 3.96% | −481−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 181,965 | $57.4M | 1.44% | +4,475+2.5% | Added |
| Lazard Freres Gestion S.A.S. | 180,601 | $57.0M | 1.08% | +5,050+2.9% | Added |
| American Assets Investment Management, LLC | 177,600 | $56.0M | 4.11% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 177,397 | $56.0M | 1.20% | −2,418−1.3% | Reduced |
| Chilton Capital Management LLC | 177,290 | $55.9M | 1.88% | −47,622−21.2% | Reduced |
| Independent Advisor Alliance | 177,249 | $55.9M | 1.45% | +3,632+2.1% | Added |
| First National Trust Co | 177,085 | $55.9M | 1.91% | −6,601−3.6% | Reduced |
| Capital Group Private Client Services, Inc. | 176,500 | $55.7M | 0.93% | −557,841−76.0% | Reduced |
| Senator Investment Group LP | 175,000 | $55.2M | 2.04% | −132,000−43.0% | Reduced |
| Kentucky Retirement Systems | 174,372 | $55.0M | 1.52% | −20,937−10.7% | Reduced |
| Advisory Services Network, LLC | 173,887 | $54.8M | 0.80% | −2,281−1.3% | Reduced |
| Foundations Investment Advisors, LLC | 173,552 | $54.7M | 0.80% | +14,482+9.1% | Added |
| CSM Advisors, LLC | 172,824 | $54.5M | 1.52% | −44,864−20.6% | Reduced |
| Levin Capital Strategies, L.P. | 172,770 | $54.5M | 5.00% | −296−0.2% | Reduced |
| Cambiar Investors LLC | 172,518 | $54.4M | 2.47% | −27,634−13.8% | Reduced |
| Cornerstone Advisors, LLC | 172,200 | $54.3M | 1.79% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 171,535 | $54.1M | 2.07% | −1,669−1.0% | Reduced |
| Randolph Co Inc | 171,410 | $54.1M | 5.26% | +178+0.1% | Added |
| Discovery Capital Management, LLC | 170,800 | $53.9M | 2.95% | +3,900+2.3% | Added |
| RSM US Wealth Management LLC | 170,702 | $53.8M | 0.70% | −2,621−1.5% | Reduced |
| Gamco Investors, Inc. Et Al | 170,345 | $53.7M | 0.52% | −8,339−4.7% | Reduced |
| Nearwater Capital Markets, Ltd | 170,000 | $53.6M | 0.72% | −192,000−53.0% | Reduced |
| Ostrum Asset Management | 169,553 | $53.5M | 2.40% | −9,712−5.4% | Reduced |
| Farmers & Merchants Investments Inc | 169,224 | $53.4M | 1.51% | +10,623+6.7% | Added |
| Squarepoint Ops LLC | 169,139 | $53.4M | 0.11% | +60,924+56.3% | Added |
| Smith, Salley & Associates | 169,084 | $53.3M | 2.74% | −281−0.2% | Reduced |
| Capital International Ltd | 168,481 | $53.1M | 1.92% | +379+0.2% | Added |
| Estabrook Capital Management | 168,316 | $53.1M | 7.74% | −4,698−2.7% | Reduced |
| WestEnd Advisors, LLC | 167,457 | $52.8M | 1.24% | −2,035−1.2% | Reduced |
| Wharton Business Group, LLC | 167,263 | $52.8M | 2.30% | −27,180−14.0% | Reduced |
| Chesley Taft & Associates LLC | 167,087 | $52.7M | 2.23% | −3,060−1.8% | Reduced |
| Central Trust Co | 166,651 | $52.6M | 1.10% | −2,381−1.4% | Reduced |
| Impax Asset Management Group plc | 166,326 | $52.5M | 0.31% | −38,182−18.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 165,864 | $52.3M | 2.61% | −1,421−0.8% | Reduced |
| Norinchukin Bank, The | 165,715 | $52.3M | 0.70% | +437+0.3% | Added |
| South State Corp. | 164,386 | $51.9M | 2.39% | −3,157−1.9% | Reduced |
| Snowden Capital Advisors LLC | 163,821 | $51.7M | 1.41% | +19,760+13.7% | Added |
| Drexel Morgan & Co. | 163,589 | $51.6M | 8.10% | 00.0% | Unchanged |
| LMCG Investments, LLC | 163,193 | $51.5M | 3.03% | −4,308−2.6% | Reduced |
| Aviso Financial Inc. | 162,871 | $51.4M | 2.09% | +4,204+2.6% | Added |
| Payden & Rygel | 162,750 | $51.3M | 4.33% | −10,800−6.2% | Reduced |
| Bailard, Inc. | 162,108 | $51.1M | 1.11% | −1,215−0.7% | Reduced |
| FreeGulliver LLC | 161,904 | $51.1M | 22.91% | −48,775−23.2% | Reduced |
| NS Partners Ltd | 161,720 | $51.0M | 1.97% | −943−0.6% | Reduced |
| Segall Bryant & Hamill, LLC | 161,218 | $50.9M | 0.68% | −15,301−8.7% | Reduced |
| Hartford Investment Management Co | 161,173 | $50.8M | 1.53% | −6,569−3.9% | Reduced |
| Miller Howard Investments Inc | 160,947 | $50.8M | 1.55% | −68,955−30.0% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $50.8M | 0.38% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 159,400 | $50.3M | 2.50% | −2,414−1.5% | Reduced |
| Merit Financial Group, LLC | 157,871 | $49.8M | 0.46% | +6,408+4.2% | Added |
| Fishman Jay A Ltd | 157,772 | $49.8M | 4.27% | −2,337−1.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 157,049 | $49.5M | 0.77% | +9,812+6.7% | Added |
| Fukoku Mutual Life Insurance Co | 156,625 | $49.4M | 3.05% | +116+0.1% | Added |
| Allen Investment Management LLC | 156,510 | $49.4M | 0.55% | +196+0.1% | Added |
| Marco Investment Management LLC | 156,383 | $49.3M | 3.78% | −2,567−1.6% | Reduced |
| Private Wealth Partners, LLC | 156,066 | $49.2M | 3.51% | −1,375−0.9% | Reduced |
| Park Avenue Securities LLC | 155,891 | $49.2M | 0.38% | −1,698−1.1% | Reduced |
| Modern Wealth Management, LLC | 155,871 | $49.2M | 0.97% | −660.0% | Reduced |
| TCG Advisory Services, LLC | 154,038 | $48.6M | 1.79% | −196−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 152,192 | $48.0M | 1.10% | −719−0.5% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 152,023 | $48.0M | 0.74% | +20,868+15.9% | Added |
| Blue Chip Partners, Inc. | 151,880 | $47.9M | 3.58% | −1,913−1.2% | Reduced |
| Anchor Capital Advisors LLC | 151,408 | $47.8M | 1.38% | −2,895−1.9% | Reduced |
| We Are One Seven, LLC | 151,177 | $47.7M | 1.10% | +58,973+64.0% | Added |
| Metis Global Partners, LLC | 151,157 | $47.7M | 1.12% | −8,230−5.2% | Reduced |
| Artemis Investment Management LLP | 150,825 | $47.6M | 0.59% | +91,420+153.9% | Added |
| Arkadios Wealth Advisors | 149,432 | $47.1M | 1.16% | +21,446+16.8% | Added |
| Cornerstone Investment Partners, LLC | 149,147 | $47.0M | 1.97% | +897+0.6% | Added |
| Franklin Street Advisors Inc | 146,551 | $46.2M | 2.66% | +829+0.6% | Added |
| Carret Asset Management, LLC | 146,348 | $46.2M | 4.49% | −488−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 145,699 | $46.0M | 0.58% | −15,224−9.5% | Reduced |
| Rothschild Investment LLC | 145,306 | $45.8M | 2.59% | −1,728−1.2% | Reduced |