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 |
|---|---|---|---|---|---|
| Manitou Investment Management Ltd. | 112,785 | $35.6M | 6.21% | +247+0.2% | Added |
| GAMMA Investing LLC | 111,982 | $35.3M | 1.95% | +4,492+4.2% | Added |
| Nemes Rush Group LLC | 111,895 | $35.3M | 3.50% | −140.0% | Reduced |
| Resources Management Corp | 111,857 | $35.3M | 4.56% | −9,169−7.6% | Reduced |
| Sonora Investment Management Group, LLC | 111,734 | $35.2M | 2.50% | −4,033−3.5% | Reduced |
| Private Capital Management, LLC | 111,493 | $35.2M | 3.25% | −1,208−1.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 111,184 | $35.1M | 3.46% | −1,584−1.4% | Reduced |
| Congress Asset Management Co | 110,985 | $35.0M | 0.23% | +505+0.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 110,720 | $34.9M | 5.08% | +189+0.2% | Added |
| Colonial Trust Advisors | 110,636 | $34.9M | 2.69% | −147−0.1% | Reduced |
| Texas Yale Capital Corp. | 110,608 | $34.9M | 1.10% | −437−0.4% | Reduced |
| Old National Bancorp | 110,405 | $34.8M | 0.60% | +5,382+5.1% | Added |
| Resources Investment Advisors, LLC. | 110,277 | $34.8M | 0.36% | −1,118−1.0% | Reduced |
| Absher Wealth Management, LLC | 110,049 | $34.7M | 4.15% | −1,141−1.0% | Reduced |
| F/M Investments LLC | 109,979 | $34.7M | 1.34% | −2,794−2.5% | Reduced |
| Stillwater Capital Advisors, LLC | 109,376 | $34.5M | 3.88% | −1,091−1.0% | Reduced |
| Bleakley Financial Group, LLC | 109,271 | $34.5M | 0.80% | +1,496+1.4% | Added |
| Rice Partnership, LLC | 109,244 | $34.5M | 4.89% | +1,314+1.2% | Added |
| Talbot Financial, LLC | 108,558 | $34.2M | 2.90% | +1,288+1.2% | Added |
| First Foundation Advisors | 108,054 | $34.1M | 1.26% | −8,231−7.1% | Reduced |
| Exane Asset Management | 91,874 | $34.1M | 11.48% | +91,874 | New |
| Andra AP-fonden | 107,700 | $34.0M | 0.43% | +3,300+3.2% | Added |
| Boston Private Wealth LLC | 107,425 | $33.9M | 1.82% | −10,207−8.7% | Reduced |
| Cary Street Partners Financial LLC | 107,276 | $33.8M | 0.88% | −792−0.7% | Reduced |
| ProVise Management Group, LLC | 106,982 | $33.7M | 2.49% | −1,093−1.0% | Reduced |
| Clear Harbor Asset Management, LLC | 105,874 | $33.4M | 2.36% | −2,370−2.2% | Reduced |
| HBK Sorce Advisory LLC | 109,234 | $33.4M | 0.84% | −812−0.7% | Reduced |
| SS&H Financial Advisors, Inc. | 105,540 | $33.3M | 10.12% | 00.0% | Unchanged |
| Empirical Finance, LLC | 105,419 | $33.3M | 1.58% | +905+0.9% | Added |
| PEAK6 LLC | 104,857 | $33.1M | 0.83% | +89,598+587.2% | Added |
| Rockland Trust Co | 104,844 | $33.1M | 1.36% | −8,666−7.6% | Reduced |
| Covea Finance | 104,200 | $32.9M | 1.15% | +11,600+12.5% | Added |
| Freestone Capital Holdings, LLC | 104,080 | $32.8M | 1.01% | +4,470+4.5% | Added |
| Galvin, Gaustad & Stein, LLC | 103,939 | $32.8M | 2.67% | −4,086−3.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 103,204 | $32.6M | 1.72% | −24,849−19.4% | Reduced |
| Great Valley Advisor Group, Inc. | 103,074 | $32.5M | 0.65% | +1,902+1.9% | Added |
| Brookstone Capital Management | 102,383 | $32.3M | 0.39% | −1,661−1.6% | Reduced |
| Janney Capital Management LLC | 101,695 | $32.1M | 2.00% | −10,322−9.2% | Reduced |
| Thomasville National Bank | 101,629 | $32.1M | 2.02% | −481−0.5% | Reduced |
| Azimuth Capital Investment Management LLC | 101,524 | $32.0M | 1.15% | −1,544−1.5% | Reduced |
| CWA Asset Management Group, LLC | 101,334 | $32.0M | 1.18% | +230.0% | Added |
| Allstate Corp | 101,264 | $31.9M | 0.73% | +95,788+1,749.2% | Added |
| Kornitzer Capital Management Inc | 100,983 | $31.9M | 0.64% | −2,863−2.8% | Reduced |
| Cadinha & Co LLC | 100,518 | $31.7M | 4.31% | +1,393+1.4% | Added |
| Strategic Wealth Designers | 100,485 | $31.7M | 2.67% | +94,091+1,471.6% | Added |
| United Bank | 99,547 | $31.4M | 3.74% | −330.0% | Reduced |
| Cullen Investment Group, Ltd. | 101,166 | $31.4M | 4.15% | −2,304−2.2% | Reduced |
| Trust Co of Toledo NA | 99,309 | $31.3M | 3.14% | +307+0.3% | Added |
| Coldstream Capital Management Inc | 99,225 | $31.3M | 0.42% | +680+0.7% | Added |
| Diversified Trust Co | 99,212 | $31.3M | 0.63% | +31,080+45.6% | Added |
| Pallas Capital Advisors LLC | 99,146 | $31.3M | 1.15% | +2,517+2.6% | Added |
| Birch Hill Investment Advisors LLC | 99,053 | $31.2M | 1.32% | −2,374−2.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 98,192 | $31.0M | 2.17% | −2,018−2.0% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $30.9M | 0.96% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 97,813 | $30.9M | 2.62% | −1,199−1.2% | Reduced |
| Forbes J M & Co LLP | 97,707 | $30.8M | 2.56% | +915+0.9% | Added |
| Ballentine Partners, LLC | 97,694 | $30.8M | 0.43% | +1,023+1.1% | Added |
| Level Four Advisory Services, LLC | 97,650 | $30.8M | 1.05% | −3,870−3.8% | Reduced |
| Abn Amro Investment Solutions | 97,494 | $30.8M | 0.63% | −30,754−24.0% | Reduced |
| Grimes & Company, Inc. | 97,282 | $30.7M | 0.76% | +9,988+11.4% | Added |
| Linscomb & Williams, Inc. | 97,039 | $30.6M | 1.32% | −8,969−8.5% | Reduced |
| Assenagon Asset Management S.A. | 96,995 | $30.6M | 0.05% | +580+0.6% | Added |
| Hamilton Capital Partners Inc. | 96,966 | $30.6M | 1.27% | −14,802−13.2% | Reduced |
| Lyell Wealth Management, LP | 96,673 | $30.5M | 2.26% | −3,597−3.6% | Reduced |
| Albion Financial Group | 96,573 | $30.5M | 1.84% | +521+0.5% | Added |
| Gotham Asset Management, LLC | 96,489 | $30.4M | 0.13% | +10,328+12.0% | Added |
| Greenleaf Trust | 96,483 | $30.4M | 0.28% | −18,811−16.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 96,292 | $30.4M | 1.69% | −1,714−1.7% | Reduced |
| Wetherby Asset Management Inc | 95,143 | $30.0M | 1.23% | +574+0.6% | Added |
| Washington Trust Bank | 94,926 | $29.9M | 2.19% | −4,754−4.8% | Reduced |
| Courant Investment Management LLC | 94,897 | $29.9M | 23.66% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 94,254 | $29.7M | 2.01% | −890−0.9% | Reduced |
| Tritonpoint Wealth, LLC | 94,245 | $29.7M | 2.55% | −1,727−1.8% | Reduced |
| Rempart Asset Management Inc. | 94,139 | $29.7M | 5.49% | −3,610−3.7% | Reduced |
| Global Retirement Partners, LLC | 94,026 | $29.7M | 0.66% | +1,301+1.4% | Added |
| Rossmore Private Capital | 93,945 | $29.6M | 3.19% | +637+0.7% | Added |
| Ritholtz Wealth Management | 93,552 | $29.5M | 0.57% | +6,365+7.3% | Added |
| GHP Investment Advisors, Inc. | 93,252 | $29.4M | 1.24% | −1,709−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 93,173 | $29.4M | 2.03% | −959−1.0% | Reduced |
| Thornburg Investment Management Inc | 93,156 | $29.4M | 0.38% | −331−0.4% | Reduced |
| Farther Finance Advisors, LLC | 93,008 | $29.3M | 0.44% | +12,443+15.4% | Added |
| Northwest & Ethical Investments L.P. | 92,945 | $29.3M | 0.69% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 92,850 | $29.3M | 1.30% | +21,805+30.7% | Added |
| Mutual Advisors, LLC | 99,334 | $29.3M | 0.64% | +4,244+4.5% | Added |
| Baldwin Brothers Inc | 92,591 | $29.2M | 1.90% | −1,743−1.8% | Reduced |
| Bragg Financial Advisors, Inc | 92,584 | $29.2M | 0.97% | −200.0% | Reduced |
| Sumitomo Life Insurance Co | 92,520 | $29.2M | 0.91% | −9,752−9.5% | Reduced |
| Fort Sheridan Advisors LLC | 92,516 | $29.2M | 3.82% | −672−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 92,290 | $29.1M | 1.04% | +2,722+3.0% | Added |
| Principal Securities, Inc. | 91,968 | $29.0M | 0.48% | +3,753+4.3% | Added |
| Cidel Asset Management Inc | 91,912 | $29.0M | 1.66% | −957−1.0% | Reduced |
| Harbour Trust & Investment Management Co | 91,402 | $28.8M | 2.98% | −970−1.1% | Reduced |
| Westpac Banking Corp | 91,279 | $28.8M | 1.78% | −149−0.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 91,107 | $28.7M | 0.47% | −1,081−1.2% | Reduced |
| Fiduciary Group LLC | 91,061 | $28.7M | 2.52% | −604−0.7% | Reduced |
| Independence Bank of Kentucky | 90,990 | $28.7M | 3.69% | −1,252−1.4% | Reduced |
| Leavell Investment Management, Inc. | 90,857 | $28.7M | 1.21% | −4,064−4.3% | Reduced |
| Webster Bank, N. A. | 90,518 | $28.6M | 2.75% | −2,069−2.2% | Reduced |
| Evergreen Capital Management LLC | 90,432 | $28.5M | 0.68% | −1,742−1.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 90,332 | $28.5M | 2.58% | −2,161−2.3% | Reduced |