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 |
|---|---|---|---|---|---|
| Wesleyan Assurance Society | 145,304 | $45.8M | 2.74% | −1,275−0.9% | Reduced |
| MMBG Investment Advisors Co. | 144,907 | $45.7M | 4.05% | +1,700+1.2% | Added |
| Louisiana State Employees Retirement System | 144,300 | $45.5M | 0.76% | −2,300−1.6% | Reduced |
| Heritage Wealth Advisors | 144,056 | $45.4M | 1.99% | +133,203+1,227.3% | Added |
| First Citizens Bank & Trust Co | 143,955 | $45.4M | 0.98% | +657+0.5% | Added |
| Martingale Asset Management L P | 143,363 | $45.2M | 1.14% | −13,329−8.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 143,121 | $45.1M | 3.48% | +5,647+4.1% | Added |
| Vident Advisory, LLC | 142,850 | $45.1M | 0.44% | +3,762+2.7% | Added |
| Osterweis Capital Management Inc | 142,286 | $44.9M | 2.03% | +525+0.4% | Added |
| Gulf International Bank (UK) Ltd | 141,681 | $44.7M | 1.47% | −2,571−1.8% | Reduced |
| Bollard Group LLC | 141,387 | $44.6M | 1.10% | +7,228+5.4% | Added |
| Chicago Capital, LLC | 140,328 | $44.3M | 1.09% | −1,675−1.2% | Reduced |
| Benjamin Edwards Inc | 140,267 | $44.3M | 0.50% | +10,798+8.3% | Added |
| Central Securities Corp | 140,000 | $44.2M | 3.64% | −10,000−6.7% | Reduced |
| La Banque Postale Asset Management SA | 139,720 | $44.1M | 0.54% | +1,548+1.1% | Added |
| Wilsey Asset Management Inc | 139,311 | $43.9M | 8.06% | −4,623−3.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 139,061 | $43.9M | 2.26% | −4,355−3.0% | Reduced |
| Matrix Asset Advisors Inc | 138,783 | $43.8M | 4.06% | −400−0.3% | Reduced |
| Hudson Bay Capital Management LP | 138,735 | $43.8M | 0.27% | −82,236−37.2% | Reduced |
| Maryland State Retirement & Pension System | 138,246 | $43.6M | 0.92% | +3,557+2.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 137,687 | $43.4M | 0.12% | −61,241−30.8% | Reduced |
| Parsons Capital Management Inc | 137,546 | $43.4M | 2.47% | −2,768−2.0% | Reduced |
| Kanawha Capital Management LLC | 137,479 | $43.4M | 3.00% | −630.0% | Reduced |
| Fiduciary Alliance LLC | 137,046 | $43.2M | 2.90% | −9,364−6.4% | Reduced |
| Community Trust & Investment Co | 136,691 | $43.1M | 2.32% | −29,719−17.9% | Reduced |
| Polaris Capital Management, LLC | 136,455 | $43.0M | 2.83% | −14,289−9.5% | Reduced |
| First Horizon Corp | 136,139 | $42.9M | 2.02% | +136,139 | New |
| WSFS Capital Management, LLC | 135,608 | $42.8M | 2.12% | +1,606+1.2% | Added |
| Noesis Capital Mangement Corp | 135,592 | $42.8M | 6.64% | −1,785−1.3% | Reduced |
| Manning & Napier Advisors LLC | 135,446 | $42.8M | 0.55% | −290,389−68.2% | Reduced |
| First American Bank | 134,520 | $42.4M | 2.67% | +2,987+2.3% | Added |
| Parallel Advisors, LLC | 133,706 | $42.2M | 0.77% | +1,241+0.9% | Added |
| Savant Capital, LLC | 133,606 | $42.1M | 0.26% | +1,304+1.0% | Added |
| Neville Rodie & Shaw Inc | 133,393 | $42.1M | 3.04% | +1,864+1.4% | Added |
| Axxcess Wealth Management, LLC | 133,252 | $42.0M | 0.89% | +1,137+0.9% | Added |
| Fred Alger Management, LLC | 133,210 | $42.0M | 0.16% | −2,166−1.6% | Reduced |
| Securian Asset Management, Inc | 132,798 | $41.9M | 1.11% | −12,501−8.6% | Reduced |
| Madison Asset Management, LLC | 132,583 | $41.8M | 0.46% | −10,637−7.4% | Reduced |
| Kingsview Wealth Management, LLC | 132,443 | $41.8M | 0.64% | +7,385+5.9% | Added |
| Concurrent Investment Advisors, LLC | 132,412 | $41.8M | 0.72% | −1,274−1.0% | Reduced |
| LaFleur & Godfrey LLC | 132,177 | $41.7M | 5.06% | −6,661−4.8% | Reduced |
| Mizuho Markets Americas LLC | 132,000 | $41.6M | 0.88% | +132,000 | New |
| Perigon Wealth Management, LLC | 131,018 | $41.3M | 0.84% | +7,427+6.0% | Added |
| AIA Group Ltd | 131,010 | $41.3M | 0.73% | +34,535+35.8% | Added |
| Hantz Financial Services, Inc. | 130,373 | $41.1M | 0.62% | −3,623−2.7% | Reduced |
| BLB&B Advisors, LLC | 130,310 | $41.1M | 1.77% | +174+0.1% | Added |
| NBT Bank N A | 128,430 | $41.0M | 2.67% | −4,053−3.1% | Reduced |
| Choate Investment Advisors | 128,783 | $40.6M | 0.84% | +1,448+1.1% | Added |
| Horizon Investments, LLC | 129,038 | $40.5M | 0.53% | +27,334+26.9% | Added |
| Appleton Partners Inc | 128,354 | $40.5M | 2.72% | −713−0.6% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 128,313 | $40.5M | 7.88% | −4,098−3.1% | Reduced |
| Narwhal Capital Management | 128,184 | $40.4M | 2.99% | +1,690+1.3% | Added |
| Fifth Third Wealth Advisors LLC | 127,887 | $40.3M | 1.49% | +3,488+2.8% | Added |
| Conning Inc. | 127,862 | $40.3M | 1.34% | −18,400−12.6% | Reduced |
| NFJ Investment Group, LLC | 127,508 | $40.2M | 1.39% | −5,620−4.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 127,377 | $40.2M | 0.70% | +1,343+1.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 127,357 | $40.2M | 0.13% | −4,141−3.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 127,189 | $40.1M | 1.72% | +2,813+2.3% | Added |
| Private Management Group Inc | 126,581 | $39.9M | 1.19% | −3,041−2.3% | Reduced |
| Tower Bridge Advisors | 126,432 | $39.9M | 3.98% | −389−0.3% | Reduced |
| Miracle Mile Advisors, LLC | 126,034 | $39.8M | 0.60% | +4,598+3.8% | Added |
| New Mexico Educational Retirement Board | 125,550 | $39.6M | 1.23% | −6,000−4.6% | Reduced |
| Patten & Patten Inc | 125,529 | $39.6M | 2.33% | −1,319−1.0% | Reduced |
| Moors & Cabot, Inc. | 125,406 | $39.6M | 1.73% | −1,216−1.0% | Reduced |
| Dana Investment Advisors, Inc. | 125,270 | $39.5M | 1.16% | −6,789−5.1% | Reduced |
| DKRT Investments Corp. | 125,000 | $39.4M | 9.47% | 00.0% | Unchanged |
| Verity & Verity, LLC | 124,042 | $39.1M | 3.13% | +20.0% | Added |
| Abner Herrman & Brock LLC | 123,828 | $39.1M | 4.02% | +595+0.5% | Added |
| Sienna Gestion | 135,565 | $39.0M | 2.72% | +47,792+54.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 123,525 | $39.0M | 3.74% | −2,496−2.0% | Reduced |
| Smith Group Asset Management, LLC | 123,172 | $38.9M | 2.23% | +6,118+5.2% | Added |
| First National Bank of Omaha | 122,953 | $38.8M | 2.45% | −11,474−8.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 122,878 | $38.8M | 2.54% | +721+0.6% | Added |
| KMG Fiduciary Partners, LLC | 122,663 | $38.7M | 2.60% | +933+0.8% | Added |
| Palisade Capital Management LLC | 122,388 | $38.6M | 1.05% | −3,009−2.4% | Reduced |
| Oak Associates, Ltd | 122,309 | $38.6M | 2.36% | −3,329−2.6% | Reduced |
| SCS Capital Management LLC | 121,511 | $38.3M | 0.42% | −11,320−8.5% | Reduced |
| J.W. Cole Advisors, Inc. | 120,900 | $38.1M | 0.73% | +417+0.3% | Added |
| Brown Brothers Harriman & Co | 120,795 | $38.1M | 0.23% | +4,561+3.9% | Added |
| Schwerin Boyle Capital Management Inc | 120,350 | $38.0M | 4.15% | −4,275−3.4% | Reduced |
| Summit Trail Advisors, LLC | 120,040 | $37.9M | 0.52% | +6,790+6.0% | Added |
| Brevan Howard Capital Management LP | 119,793 | $37.8M | 0.54% | −18,228−13.2% | Reduced |
| Hosking Partners LLP | 119,670 | $37.7M | 1.37% | +304+0.3% | Added |
| Stonebridge Capital Advisors LLC | 119,400 | $37.7M | 2.69% | −1,158−1.0% | Reduced |
| Alley Investment Management Company, LLC | 119,078 | $37.6M | 4.36% | −9,492−7.4% | Reduced |
| First Long Island Investors, LLC | 118,783 | $37.5M | 2.79% | +659+0.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 118,349 | $37.3M | 0.59% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 117,797 | $37.2M | 0.79% | +2,591+2.2% | Added |
| Woodbridge Co Ltd | 117,593 | $37.1M | 0.08% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 117,110 | $36.9M | 1.87% | +576+0.5% | Added |
| Sit Investment Associates Inc | 116,109 | $36.6M | 0.74% | −3,622−3.0% | Reduced |
| Polar Capital Holdings Plc | 115,621 | $36.5M | 0.18% | −5,231−4.3% | Reduced |
| Burney Co | 115,307 | $36.4M | 1.16% | −673−0.6% | Reduced |
| Rothschild Capital Partners, LLC | 114,884 | $36.2M | 8.56% | +416+0.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 124,804 | $36.2M | 1.86% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 114,616 | $36.2M | 0.94% | +28,913+33.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 114,234 | $36.0M | 1.67% | −1,585−1.4% | Reduced |
| Adell Harriman & Carpenter Inc | 113,918 | $35.9M | 2.18% | −1,547−1.3% | Reduced |
| Osborne Partners Capital Management, LLC | 113,054 | $35.7M | 1.81% | −668−0.6% | Reduced |
| Culbertson A N & Co Inc | 112,796 | $35.6M | 5.04% | −3,091−2.7% | Reduced |