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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald Investment Adviser L.P. | 90,313 | $28.5M | 1.94% | −2,373−2.6% | Reduced |
| Premier Fund Managers Ltd | 90,124 | $28.5M | 1.17% | −930−1.0% | Reduced |
| Quadrature Capital Ltd | 90,195 | $28.4M | 0.34% | +37,673+71.7% | Added |
| Cincinnati Financial Corp | 90,000 | $28.4M | 0.56% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 89,277 | $28.2M | 0.52% | −8,076−8.3% | Reduced |
| Bourgeon Capital Management LLC | 89,194 | $28.1M | 5.11% | −3,000−3.3% | Reduced |
| Moran Wealth Management, LLC | 89,133 | $28.1M | 0.85% | −14,164−13.7% | Reduced |
| Shufro Rose & Co LLC | 114,535 | $28.1M | 2.31% | −3,004−2.6% | Reduced |
| DuPont Capital Management Corp | 89,042 | $28.1M | 2.90% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 88,755 | $28.0M | 4.96% | −57−0.1% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 88,361 | $27.9M | 0.99% | +2,764+3.2% | Added |
| First American Trust, FSB | 87,804 | $27.7M | 2.01% | +12,461+16.5% | Added |
| Nomura Holdings Inc | 87,764 | $27.7M | 0.13% | +57,584+190.8% | Added |
| Anderson Hoagland & Co | 87,669 | $27.7M | 2.48% | −1,138−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 87,639 | $27.6M | 0.40% | −1,016−1.1% | Reduced |
| Addenda Capital Inc. | 87,509 | $27.6M | 0.82% | +25,277+40.6% | Added |
| Guardian Partners Inc. | 88,788 | $27.6M | 2.33% | −191−0.2% | Reduced |
| CAPROCK Group, Inc. | 91,273 | $27.5M | 0.68% | +91,273 | New |
| Canandaigua National Bank & Trust Co | 86,984 | $27.4M | 2.41% | −2,020−2.3% | Reduced |
| Trust Co of Virginia | 86,878 | $27.4M | 2.29% | −2,029−2.3% | Reduced |
| Longbow Finance SA | 86,408 | $27.3M | 2.69% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 86,048 | $27.1M | 0.88% | +718+0.8% | Added |
| Cohen Capital Management, Inc. | 85,768 | $27.1M | 4.22% | −350−0.4% | Reduced |
| Banque Cantonale Vaudoise | 85,764 | $27.1M | 1.01% | +7,288+9.3% | Added |
| Banque Transatlantique SA | 86,091 | $27.0M | 0.66% | −1,864−2.1% | Reduced |
| GDS Wealth Management | 85,673 | $27.0M | 1.78% | +1,600+1.9% | Added |
| Verition Fund Management LLC | 85,522 | $27.0M | 0.15% | +52,213+156.8% | Added |
| Nixon Peabody Trust Co | 85,149 | $26.9M | 1.97% | +441+0.5% | Added |
| Dearborn Partners LLC | 85,149 | $26.9M | 1.26% | −1,227−1.4% | Reduced |
| Voleon Capital Management LP | 85,114 | $26.8M | 0.66% | +41,938+97.1% | Added |
| TD Private Client Wealth LLC | 85,006 | $26.8M | 0.60% | −12,079−12.4% | Reduced |
| Easterly Investment Partners LLC | 84,936 | $26.8M | 1.81% | −9,760−10.3% | Reduced |
| Verdence Capital Advisors LLC | 88,060 | $26.8M | 1.54% | +5,486+6.6% | Added |
| Wedbush Securities Inc | 84,886 | $26.8M | 0.87% | −1,143−1.3% | Reduced |
| Motco | 84,597 | $26.7M | 2.44% | −1,879−2.2% | Reduced |
| Westchester Capital Management, Inc. | 84,305 | $26.6M | 5.72% | −2,500−2.9% | Reduced |
| Forum Financial Management, LP | 84,159 | $26.5M | 0.36% | +2,147+2.6% | Added |
| New Republic Capital, LLC | 84,095 | $26.5M | 8.13% | +926+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 84,001 | $26.5M | 0.71% | −1,320−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 86,675 | $26.5M | 0.69% | +1,944+2.3% | Added |
| Montag A & Associates Inc | 83,147 | $26.2M | 1.21% | −1,491−1.8% | Reduced |
| Aviance Capital Partners, LLC | 83,104 | $26.2M | 3.11% | +692+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 83,043 | $26.2M | 1.25% | −2,154−2.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 82,718 | $26.1M | 1.49% | −22,516−21.4% | Reduced |
| Siemens Fonds Invest GmbH | 82,385 | $26.0M | 1.42% | −2,294−2.7% | Reduced |
| Alerus Financial NA | 82,145 | $25.9M | 1.32% | +1,518+1.9% | Added |
| Biondo Investment Advisors, LLC | 82,130 | $25.9M | 3.24% | −1,232−1.5% | Reduced |
| Red Door Wealth Management, LLC | 81,848 | $25.8M | 2.74% | +1,389+1.7% | Added |
| J. Safra Sarasin Holding AG | 81,811 | $25.8M | 0.42% | −311−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 81,752 | $25.8M | 0.75% | −805−1.0% | Reduced |
| Terry L. Blaker | 81,273 | $25.6M | 0.97% | −3,829−4.5% | Reduced |
| Ascent Group, LLC | 81,249 | $25.6M | 0.91% | +478+0.6% | Added |
| Cullinan Associates Inc | 81,232 | $25.6M | 1.67% | +2,890+3.7% | Added |
| Courier Capital LLC | 80,946 | $25.5M | 1.46% | −2,113−2.5% | Reduced |
| Signaturefd, LLC | 80,868 | $25.5M | 0.40% | +2,083+2.6% | Added |
| Woodmont Investment Counsel LLC | 80,635 | $25.4M | 1.68% | −6,463−7.4% | Reduced |
| Oak Harvest Investment Services | 80,568 | $25.4M | 2.96% | −18,489−18.7% | Reduced |
| MUFG Securities Americas Inc. | 80,268 | $25.3M | 1.63% | +13,636+20.5% | Added |
| General American Investors Co Inc | 80,000 | $25.2M | 1.58% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $25.2M | 2.68% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 85,789 | $25.2M | 2.81% | +350.0% | Added |
| King Wealth | 79,881 | $25.2M | 3.17% | −370.0% | Reduced |
| Peak Asset Management, LLC | 79,880 | $25.2M | 4.40% | −633−0.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 79,671 | $25.1M | 2.62% | −1,196−1.5% | Reduced |
| Oddo BHF Asset Management SAS | 79,606 | $25.1M | 0.96% | +37,426+88.7% | Added |
| Vise Technologies, Inc. | 79,538 | $25.1M | 0.93% | −26,939−25.3% | Reduced |
| Burns J W & Co Inc | 79,524 | $25.1M | 2.84% | +206+0.3% | Added |
| Sand Hill Global Advisors, LLC | 79,447 | $25.1M | 0.88% | −5,220−6.2% | Reduced |
| JGP Wealth Management, LLC | 81,477 | $25.1M | 2.78% | −333−0.4% | Reduced |
| Ledyard National Bank | 79,422 | $25.1M | 2.24% | −1,866−2.3% | Reduced |
| Novare Capital Management LLC | 79,308 | $25.0M | 1.90% | −1,054−1.3% | Reduced |
| Baxter Bros Inc | 79,111 | $25.0M | 2.88% | +2,846+3.7% | Added |
| Gladstone Institutional Advisory LLC | 79,104 | $25.0M | 0.96% | −4,105−4.9% | Reduced |
| WoodTrust Financial Corp | 79,041 | $24.9M | 2.97% | −1,652−2.0% | Reduced |
| Palisade Asset Management, LLC | 78,439 | $24.7M | 2.30% | −839−1.1% | Reduced |
| BTC Capital Management, Inc. | 78,416 | $24.7M | 1.71% | +3,952+5.3% | Added |
| Charter Trust Co | 78,362 | $24.7M | 1.48% | −1,447−1.8% | Reduced |
| North Star Asset Management Inc | 78,286 | $24.7M | 1.00% | +1,143+1.5% | Added |
| Calamos Wealth Management LLC | 78,071 | $24.6M | 0.89% | +2,595+3.4% | Added |
| Davis-Rea Ltd. | 78,065 | $24.6M | 5.98% | −7,725−9.0% | Reduced |
| Willis Investment Counsel | 77,979 | $24.6M | 1.35% | +9,059+13.1% | Added |
| Whitener Capital Management, Inc. | 77,938 | $24.6M | 5.89% | −397−0.5% | Reduced |
| Applied Finance Capital Management, LLC | 77,891 | $24.6M | 1.75% | −18,192−18.9% | Reduced |
| Thoroughbred Financial Services, LLC | 77,455 | $24.4M | 1.51% | +753+1.0% | Added |
| Steel Peak Wealth Management LLC | 77,342 | $24.4M | 0.82% | +11,682+17.8% | Added |
| Logan Capital Management Inc | 77,323 | $24.4M | 1.03% | −1,740−2.2% | Reduced |
| SlateStone Wealth, LLC | 77,229 | $24.4M | 2.11% | −394−0.5% | Reduced |
| JB Capital LLC | 76,885 | $24.3M | 1.05% | +2,294+3.1% | Added |
| Edgar Lomax Co | 76,845 | $24.2M | 1.90% | −22,345−22.5% | Reduced |
| Generate Investment Management Ltd | 76,500 | $24.1M | 1.22% | −7,487−8.9% | Reduced |
| Meeder Advisory Services, Inc. | 76,390 | $24.1M | 1.12% | +3,073+4.2% | Added |
| CCM Investment Advisers LLC | 76,171 | $24.0M | 2.37% | +1,228+1.6% | Added |
| Ninety One SA (PTY) Ltd | 76,572 | $24.0M | 1.08% | +37,021+93.6% | Added |
| Catalytic Wealth RIA, LLC | 75,804 | $23.9M | 0.79% | +27,913+58.3% | Added |
| Sagespring Wealth Partners, LLC | 75,751 | $23.9M | 0.47% | +1,852+2.5% | Added |
| VestGen Advisors, LLC | 75,731 | $23.9M | 0.80% | +11,856+18.6% | Added |
| New Age Alpha Advisors, LLC | 75,722 | $23.9M | 1.00% | −2,213−2.8% | Reduced |
| Journey Advisory Group, LLC | 75,718 | $23.9M | 1.77% | +800+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,686 | $23.9M | 0.48% | +7,281+10.6% | Added |
| Callan Family Office, LLC | 75,568 | $23.8M | 0.76% | −2,105−2.7% | Reduced |