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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; 5,158 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

Q4 2025 vs. Q3 2025

How the institutions holding JPMorgan Chase & Co changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of JPM: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders4,765995,154+488
Shares1.96B7.50M1.99B+35.8M (+1.8%)
Value$618.0B$2.37B$639.5B+$23.9B (+3.9%)

99 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (575)

Institutions that held JPMorgan Chase & Co at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 575 by value.

Institutions new to JPM in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank35,368,681$11.4B1.22%
PFA Pension, Forsikringsaktieselskab1,467,182$474.5M1.35%
CIBC World Markets Corp1,434,989$462.4M2.32%
Glenmede Trust Co NA1,161,741$374.3M1.77%
Eurizon Capital SGR S.p.A.865,031$278.8M0.87%
Nomura Asset Management International Inc.777,921$250.7M0.38%
Pinebridge Investments LLC767,072$247.2M1.82%
EP Wealth Advisors, LLC646,590$208.3M1.08%
Pinnacle Financial Partners, Inc.620,597$200.0M1.51%
EFG International AG542,828$175.0M3.38%
PensionDanmark Pensionsforsikringsaktieselskab526,314$169.6M1.54%
AG Campbell Advisory, LLC471,920$152.1M96.02%
PBU - The Pension Fund of Early Childhood & Youth Educators440,002$141.8M2.04%
Life Cycle Investment Partners Ltd373,767$120.4M0.84%
Ursa Fund Management, LLC370,000$119.2M10.26%
Tudor Investment Corp Et Al300,524$96.8M0.53%
Milford Funds Ltd290,975$93.8M1.84%
Blue Sparrow, LLC274,081$88.3M1.66%
Osmosis Investment Management UK Ltd186,984$60.2M1.52%
Delaney Capital Management Ltd.148,985$48.0M7.96%
71 West Capital Partners117,822$38.0M1.75%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.104,257$33.6M1.21%
NLB Skladi, upravljanje premozenja, d.o.o.96,892$31.2M1.43%
Trexquant Investment LP95,557$30.8M0.27%
North Dakota State Investment Board95,274$30.7M1.14%
Avanza Fonder AB92,429$29.8M0.76%
BlueCrest Capital Management Ltd79,128$25.5M0.99%
Arbejdsmarkedets Tillaegspension77,398$24.9M0.64%
M Holdings Securities, Inc.75,092$24.2M1.73%
OpenArc Corporate Advisory, LLC74,156$23.9M0.39%
MidFirst Bank65,722$20.7M1.65%
Tulsa Wealth Advisors, INC57,198$18.4M6.13%
Perryman Financial Advisory Inc57,128$18.4M2.70%
BW Gestao de Investimentos Ltda.56,117$18.1M0.64%
Clear Trail Advisors, LLC54,671$17.6M4.09%
Gemsstock Limited54,400$17.5M2.55%
Intesa Sanpaolo Wealth Management52,642$17.0M3.51%
McMillan Office, Inc.50,153$16.2M1.94%
Evolve Private Wealth, LLC49,545$16.0M0.95%
Meiji Yasuda America Inc45,937$14.8M3.40%
Cambient Family Office, LLC45,533$14.7M2.09%
Intesa Sanpaolo S.p.A.41,806$13.5M0.87%
Wealth Enhancement Trust Services, Inc.41,181$13.3M1.68%
Kettle Hill Capital Management, LLC36,936$11.9M2.65%
Laurel Oak Wealth Management, LLC35,827$11.5M1.94%
Fideuram Asset Management (Ireland) dac41,155$10.8M0.87%
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust33,485$10.8M2.89%
Westco Advisory Services Inc30,850$9.94M6.11%
Campbell & CO Investment Adviser LLC29,196$9.41M0.45%
Titan Wealth (CI) Ltd27,057$8.72M3.35%
Ninety One North America, Inc.26,814$8.64M0.35%
Qsemble Capital Management, LP26,599$8.57M0.71%
Marble Wealth, LLC26,310$8.48M1.18%
Bell Asset Management Ltd26,004$8.42M2.25%
SG Trading Solutions, LLC25,665$8.27M1.92%
Advisortrust Partners, LLC25,541$8.23M3.62%
Claudia M.P. Batlle, CRP (R) LLC25,118$8.09M3.04%
Sagewood Asset Management LP25,034$8.07M2.86%
Myriad Asset Management Advisors LLC23,815$7.67M2.36%
Third View Private Wealth, LLC23,348$7.52M1.01%
Headlands Technologies LLC22,575$7.27M0.61%
Cane Capital Partners, LLC21,923$7.06M2.96%
Shrier Wealth Management, LLC21,107$6.80M2.68%
TMB Capital Partners, LLC20,913$6.74M2.30%
KTF Investments, LLC20,015$6.45M1.06%
Indivisible Partners19,630$6.33M0.69%
Winthrop Partners - WNY, LLC19,173$6.18M3.33%
Sherman Porfolios, LLC19,145$6.17M0.42%
Diversified Management Inc19,013$6.13M1.43%
Forty-three Eighteen Advisors, LLC18,884$6.08M4.73%
ARP Global Capital Ltd18,831$6.07M1.83%
Focused Alpha, LLC18,722$6.03M1.77%
S Harris Financial Group, LLC18,004$5.80M5.56%
Platt Wealth Management LLC17,955$5.79M5.74%
Advisor Resource Council18,593$5.73M2.04%
Buffalo Business & Estate Services Ltd17,396$5.61M0.81%
Point72 Asset Management, L.P.17,103$5.51M0.01%
Aster Capital Management (DIFC) Ltd16,675$5.37M2.35%
PCM Encore, LLC16,499$5.32M1.13%
Platform Wealth Management, LLC16,165$5.21M1.39%
Vega Investment Solutions15,927$5.13M0.82%
NWM Advisors, LLC15,710$5.06M4.40%
Juno Financial Group LLC15,365$4.95M1.98%
Capital Financial Group Inc15,303$4.93M2.75%
Tannin Capital LLC14,961$4.82M4.31%
Cornerstone Planning, LLC14,179$4.58M1.06%
Wealth Intelligence, LLC14,159$4.56M2.26%
Marathon Wealth Advisors LLC13,948$4.49M1.79%
London & Capital Asset Management Ltd13,793$4.45M0.05%
CrossGen Wealth, LLC13,781$4.44M3.91%
Snowwater Investment Partners, LLC13,767$4.44M4.08%
Xxi Wealth, LLC13,733$4.43M2.69%
Monetary Solutions, Ltd13,543$4.36M4.30%
Vines Capital Management, LLC13,510$4.35M4.24%
Asset One Wealth Management LLC13,857$4.27M0.58%
Jones Kertz & Associates, Inc.13,244$4.27M2.19%
Purpose Unlimited Inc.13,190$4.25M0.19%
Wiregrass Investment Management LLC13,068$4.21M3.52%
Rhodes Investment Advisors Inc13,054$4.21M3.40%
Longaeva Partners L.P.13,050$4.20M0.50%

Sold out (87)

Institutions that held JPMorgan Chase & Co at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of JPM in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Waverton Investment Management Ltd255,476$80.6M
Senator Investment Group LP175,000$55.2M
Nearwater Capital Markets, Ltd170,000$53.6M
Brighton Jones LLC63,816$20.1M
Alyeska Investment Group, L.P.61,048$19.3M
NJ State Employees Deferred Compensation Plan58,110$18.3M
Temasek Holdings (Private) Ltd49,870$15.7M
Interval Partners, LP41,787$13.2M
Mirabella Financial Services LLP39,566$12.5M
Arrow Capital Pty Ltd22,500$10.7M
Pitcairn Co29,583$9.33M
Hayek Kallen Investment Management29,331$9.25M
International Assets Investment Management, LLC31,163$9.05M
Weiss Asset Management LP19,757$6.23M
Sanders Morris Harris LLC18,730$5.91M
Crowley Wealth Management, Inc.16,763$5.29M
Winton Group Ltd14,153$4.46M
Mirae Asset Securities (USA) Inc.12,585$3.97M
Skye Global Management LP10,500$3.31M
ExodusPoint Capital Management, LP10,338$3.26M
Yukon Wealth Management, Inc.9,046$2.85M
Total Wealth Planning, LLC8,960$2.83M
Roberts Capital Advisors, LLC8,358$2.64M
Touchstone Capital, Inc.7,991$2.52M
Gsa Capital Partners LLP6,705$2.12M
Tang Capital Management LLC6,312$1.99M
Virtus Investment Advisers, Inc.6,145$1.94M
FNY Investment Advisers, LLC5,000$1.58M
McDaniel Terry & Co4,558$1.44M
Polar Asset Management Partners Inc.3,688$1.16M
Diametric Capital, LP3,530$1.11M
Humankind Investments LLC3,476$1.10M
SIH Partners, LLLP3,374$1.06M
McCarthy & Cox3,269$1.03M
Murphy, Middleton, Hinkle & Parker, Inc.3,002$946.8K
SPX Equities Gestao de Recursos Ltda2,800$883.2K
CTC Alternative Strategies, Ltd.2,756$869.3K
Perritt Capital Management Inc2,742$865.0K
Bender Robert & Associates2,565$809.0K
Bridgefront Capital, LLC2,507$790.8K
Strive Asset Management, LLC2,442$770.3K
FDx Advisors, Inc.2,421$753.0K
NovaPoint Capital, LLC2,161$681.5K
SummitTX Capital, L.P.2,069$652.6K
LifeWealth Investments, LLC2,031$640.5K
111 Capital1,994$629.0K
denkapparat Operations GmbH1,936$610.7K
Aquatic Capital Management LLC1,833$578.2K
Hobbs Wealth Management, LLC1,709$539.1K
Red Lighthouse Investment Management, LLC1,697$535.3K
Colrain Capital LLC1,600$504.7K
Advanced Portfolio Management, LLC1,486$469.1K
Northwest Financial Advisors1,446$456.1K
Machina Capital S.A.S.1,393$439.4K
PFG Private Wealth Management, LLC1,340$422.7K
ZynergyRetirementPlanningLLC1,321$416.7K
CarsonAllaria Wealth Management, Ltd.1,309$413.1K
Laurion Capital Management LP1,276$402.5K
VELA Investment Management, LLC1,215$383.2K
Significant Wealth Partners LLC1,156$364.7K
Allegiance Financial Group Advisory Services LLC1,115$351.7K
Brueske Advisory Services, LLC1,093$344.8K
Capstone Capital Wealth Advisors1,091$344.1K
Seed Wealth Management, Inc.975$307.5K
Carroll Investors, Inc955$301.4K
Fox Run Management, L.L.C.946$298.4K
Lawson Kroeker Investment Management Inc842$265.6K
New Century Financial Group, LLC800$252.3K
Integrity Wealth Advisors, Inc.815$247.7K
Rahlfs Capital, LLC738$232.8K
Arcadia Wealth Management, Inc.711$224.1K
Miller Financial Services LLC707$222.9K
Stuart Chaussee & Associates, Inc.704$222.0K
Financial & Tax Architects, LLC694$218.9K
REDW Wealth LLC687$216.7K
Tme Financial, Inc.684$215.7K
Beacon Financial Planning, Inc658$207.4K
Meredith Wealth Planning648$204.4K
Wealth Advisors of Tampa Bay, LLC640$201.9K
Accordant Advisory Group Inc500$157.7K
Painted Porch Advisors LLC430$135.5K
Main Street Group, LTD429$135.3K
Clear Investment Research, LLC122$38.8K
Family Legacy Financial Solutions, LLC104$32.8K
Koesten, Hirschmann & Crabtree, INC.31$9.72K
BLKBRD Asset Management, LP18$5.68K
Sellwood Investment Partners LLC13$4.10K

Not filed for Q4 2025 yet (99)

Institutions that held JPMorgan Chase & Co at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Glenmede Investment Management, LP1,160,165$366.0M
AXA Investment Managers S.A.1,048,217$330.6M
Pinebridge Investments, L.P.966,969$305.0M
Jarislowsky, Fraser Ltd878,324$277.0M
CIBC Bancorp USA Inc.813,681$256.7M
Stonegate Investment Group, LLC579,471$182.8M
Pinnacle Financial Partners Inc324,074$102.2M
Synovus Financial Corp306,472$96.7M
Aware Super Pty Ltd as trustee of Aware Super298,835$94.3M
Sonora Investment Management Group, LLC111,734$35.2M
Wetherby Asset Management Inc95,143$30.0M
Country Club Bank57,925$18.3M
EFG Asset Management (Americas) Corp.52,425$16.5M
Shorepoint Capital Partners LLC48,348$15.3M
Bard Financial Services, Inc.44,060$13.9M
Bridge Creek Capital Management LLC39,033$12.3M
Apexium Financial, LP38,217$12.1M
Wells Trecaso Financial Group, LLC37,574$11.9M
SPC Financial, Inc.34,783$11.0M
Bristlecone Advisors, LLC34,386$10.8M
Shell Asset Management Co30,326$9.57M
Moloney Securities Asset Management, LLC28,572$9.01M
Ahl Investment Management, Inc.24,496$7.73M
West Oak Capital, LLC20,352$6.42M
FCG Investment Co19,539$6.16M
Cobblestone Capital Advisors LLC19,514$6.16M
O'Dell Group, LLC19,279$6.08M
Guerra Advisors Inc17,412$5.49M
Watts Gwilliam & Co., LLC16,711$5.27M
Court Place Advisors, LLC12,185$3.84M
Optimum Investment Advisors11,946$3.77M
Lindenwold Advisors11,881$3.75M
Financial Advisors, LLC11,467$3.62M
Clare Market Investments LLC11,198$3.53M
Oak Hill Wealth Advisors, LLC11,093$3.50M
RW Investment Management LLC10,627$3.35M
Hemington Wealth Management10,273$3.24M
Brass Tax Wealth Management, Inc10,169$3.21M
Masso Torrence Wealth Management Inc.10,007$3.16M
Fullcircle Wealth LLC9,702$3.00M
Siligmueller & Norvid Wealth Advisors LLC9,507$3.00M
Mendel Capital Management LLC9,146$2.88M
IMS Capital Management9,082$2.86M
LexAurum Advisors, LLC8,954$2.82M
Gries Financial LLC8,394$2.65M
L.M. Kohn & Company8,039$2.54M
Wolverine Trading, LLC7,669$2.42M
Benchmark Investment Advisors LLC7,576$2.39M
Copperleaf Capital, LLC6,857$2.16M
AllSquare Wealth Management LLC6,391$2.02M
Donald L. Hagan, LLC6,017$1.90M
Lion Street Advisors, LLC10,991$1.87M
PBMares Wealth Management LLC5,861$1.85M
Texas Capital Bancshares Inc5,622$1.77M
Burt Wealth Advisors5,487$1.73M
Hutchinson Financial Advisors, INC5,478$1.73M
Wealthstream Advisors, Inc.4,658$1.47M
Full Sail Capital, LLC4,604$1.45M
First National Corp4,556$1.42M
Palo Alto Wealth Advisors, LLC4,290$1.35M
WNY Asset Management, LLC4,277$1.35M
Tikehau Investment Management4,070$1.28M
Creekmur Asset Management LLC3,839$1.21M
Galibier Capital Management Ltd.3,760$1.19M
Accredited Wealth Management, LLC303$1.18M
Willow Creek Wealth Management Inc.3,462$1.09M
Truxt Investmentos Ltda.3,379$1.07M
Aletheian Wealth Advisors LLC2,994$944.4K
1858 Wealth Management, LLC2,967$935.9K
IFS Group,LLC2,739$851.1K
Gitterman Wealth Management, LLC2,628$829.2K
Obsidian Personal Planning Solutions LLC2,575$801.1K
Eisler Capital Management Ltd.2,380$751.3K
Gimbal Financial2,355$742.9K
First Affirmative Financial Network2,305$726.9K
Stonegate Management LLC2,200$693.9K
Vishria Bird Financial Group, LLC2,075$654.5K
Ascent Capital Management, LLC2,058$649.3K
Lokken Investment Group LLC2,008$633.4K
Garland Capital Management Inc1,890$596.2K
Binnacle Investments Inc1,877$592.1K
Amica Retiree Medical Trust1,822$575.0K
FSA Wealth Management LLC1,781$561.8K
EWG Elevate Inc.1,630$514.1K
Shilanski & Associates, Inc.1,588$500.9K
Sterling Financial Group, Inc.1,534$483.9K
Defined Financial Planning LLC1,518$461.5K
Chiron Capital Management, LLC1,398$441.0K
Marshall Financial Group Inc1,271$401.0K
JFG Wealth Management, LLC1,101$347.4K
MAS Advisors LLC1,013$319.6K
Sheets Smith Investment Management780$246.0K
Promus Capital, LLC769$242.4K
WFA Asset Management Corp1,058$223.1K
Lingohr & Partner Asset Management GmbH700$220.0K
Abich Financial Wealth Management LLC678$213.9K
Sagard Holdings Management Inc.222$70.0K
Lowe Wealth Advisors, LLC201$63.4K
Pineridge Advisors LLC184$58.1K