Skip to main content

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; 5,156 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, Q4 2025

Institutional positions in JPMorgan Chase & Co as of Dec 31, 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
5,154
+488 vs. Q3 2025
Shares held
1.99B
+35.8M (+1.8%) vs. Q3 2025
Total value
$639.5B
+$23.9B (+3.9%) vs. Q3 2025
New holders
575
1,969 more added
Sold out
87
2,154 more reduced

99 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 5,154 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ4 2025: $639.5B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2025.

Institutions holding JPM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
ROSS\JOHNSON & Associates LLC3$9670.02%+1+50.0%Added
Bridge Generations Wealth Management LLC4$1.29K0.00%00.0%Unchanged
Palladiem, LLC4$1.29K0.00%+4New
Luminist Capital LLC6$1.93K0.00%+6New
Insight Financial Services11$3.66K0.00%00.0%Unchanged
Networth Advisors, LLC13$4.19K0.00%+13New
Financially Speaking Inc15$4.83K0.00%00.0%Unchanged
HighMark Wealth Management LLC15$4.87K0.00%+14+1,400.0%Added
Delos Wealth Advisors, LLC16$5.16K0.00%−308−95.1%Reduced
Family CFO Inc21$6.77K0.00%+21New
Teachers Insurance & Annuity Association of America22$7.09K0.01%00.0%Unchanged
Battery Global Advisors, LLC63$7.54K0.00%−1,654−96.3%Reduced
Benson Wealth Management INC33$10.6K0.01%+33New
Friedenthal Financial33$10.6K0.01%00.0%Unchanged
JDM Financial Group LLC36$11.6K0.00%−29−44.6%Reduced
Caitlin John, LLC39$12.7K0.01%00.0%Unchanged
LM Advisors LLC4,250$13.2K0.27%−8,912−67.7%Reduced
Advantage Trust Co45$14.5K0.01%−45−50.0%Reduced
LGT Financial Advisors LLC45$14.6K0.09%00.0%Unchanged
Minot DeBlois Advisors LLC50$16.1K0.01%00.0%Unchanged
Camelot Portfolios, LLC50$16.1K0.01%+50New
Compass Financial Services Inc55$17.8K0.01%00.0%Unchanged
Eq Wealth Advisors, LLC57$18.4K0.01%+57New
Transce3nd, LLC65$19.5K0.16%+2+3.2%Added
Three Bearings Fiduciary Advisors, Inc.70$21.4K0.02%+70New
E Fund Management (Hong Kong) Co., Ltd.72$22.2K0.01%+46+176.9%Added
Alexis Investment Partners, LLC71$22.9K0.01%00.0%Unchanged
PayPay Securities Corp76$24.5K0.72%+22+40.7%Added
Fairman Group, LLC78$25.1K0.02%00.0%Unchanged
Timmons Wealth Management, LLC83$26.7K0.03%+83New
Whipplewood Advisors, LLC88$28.4K0.02%+88New
Winnow Wealth LLC90$29.1K0.02%+1+1.1%Added
Harbor Asset Planning, Inc.91$29.4K0.03%00.0%Unchanged
Goodman Advisory Group, LLC93$30.0K0.01%00.0%Unchanged
Exane Asset Management80$30.3K0.01%−91,794−99.9%Reduced
POM Investment Strategies, LLC96$31.1K0.02%+20+26.3%Added
Mountain Hill Investment Partners Corp.100$32.2K0.02%00.0%Unchanged
10Elms LLP100$32.2K0.03%00.0%Unchanged
Osbon Capital Management LLC109$35.1K0.03%+109New
MJT & Associates Financial Advisory Group, Inc.114$36.7K0.03%00.0%Unchanged
Redwood Park Advisors LLC121$39.0K0.03%+1+0.8%Added
Merrithew & Thorsten Inc124$40.0K0.04%+124New
Horizons Wealth Management125$40.3K0.03%00.0%Unchanged
Midwest Capital Advisors, LLC130$41.8K0.02%−50−27.8%Reduced
Investors Portfolio Services LLC136$43.8K0.04%+136New
Breakwater Investment Management136$43.8K0.02%+5+3.8%Added
Atomic Invest LLC137$44.3K0.02%+137New
Whi Trust Co LLC139$44.8K0.03%+139New
Pioneer Family Office, LLC142$45.8K0.03%+142New
Morton Brown Family Wealth, LLC146$46.9K0.01%+10+7.4%Added
Sunrise Financial Services, LLC147$47.4K0.04%+147New
Team Financial Group, LLC148$47.8K0.02%00.0%Unchanged
Cresta Advisors, Ltd.150$48.3K0.02%+150New
SWAN Capital LLC151$48.5K0.02%00.0%Unchanged
Decker Retirement Planning Inc.151$48.7K0.02%−85−36.0%Reduced
Park Square Financial Group, LLC208$49.9K0.30%−29−12.2%Reduced
Carolina Wealth Advisors, LLC158$50.9K0.02%+9+6.0%Added
Birchwood Financial Partners, Inc.158$50.9K0.05%+158New
Investment Counsel Co of Nevada159$51.1K0.11%+1+0.6%Added
Miller Global Investments, LLC160$51.6K0.05%+160New
MPWM Advisory Solutions, LLC164$52.9K0.03%+53+47.7%Added
Northwest Capital Management Inc170$54.8K0.24%−150−46.9%Reduced
Curat Global, LLC180$58.0K0.06%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd185$60.0K0.00%−73−28.3%Reduced
Valor Advisors LLC189$60.9K0.05%+189New
Collier Financial190$61.3K0.05%00.0%Unchanged
HFM Investment Advisors, LLC192$61.9K0.02%+105+120.7%Added
Nvest Wealth Strategies, Inc.193$62.2K0.05%+193New
Bear Mountain Capital, Inc.202$62.5K0.02%−6−2.9%Reduced
Prudent Man Investment Management, Inc.194$62.5K0.02%+16+9.0%Added
Phillip James Consulting Co.210$64.0K1.13%+210New
Tanaka Capital Management Inc207$67.0K0.12%00.0%Unchanged
Innovative Advisory Group, LLC210$67.7K0.04%00.0%Unchanged
Clarity Asset Management, Inc.219$70.5K0.04%+1+0.5%Added
New England Capital Financial Advisors LLC231$74.6K0.03%+30+14.9%Added
Horizon Financial Services, LLC234$75.5K0.03%00.0%Unchanged
Disciplina Capital Management LLC236$76.1K0.01%+1+0.4%Added
Gunpowder Capital Management, LLC dba Oliver Wealth Management245$78.9K0.06%+245New
Ulland Investment Advisors, LLC258$83.0K0.07%−38−12.8%Reduced
Penserra Capital Management LLC261$83.0K0.00%+48+22.5%Added
Kings Path Partners LLC276$88.9K0.03%−27−8.9%Reduced
Redmont Wealth Advisors LLC277$89.2K0.14%−17−5.8%Reduced
Veritas Investment Partners (UK) Ltd.280$90.2K0.00%00.0%Unchanged
DV Trading LLC280$90.2K0.01%+280New
Key Capital Management, INC282$90.9K0.09%+282New
Turning Point Benefit Group, Inc.288$92.8K0.05%+176+157.1%Added
Acima Private Wealth, LLC296$95.4K0.03%−273−48.0%Reduced
Seneschal Advisors, LLC302$97.2K0.07%00.0%Unchanged
Retirement Wealth Solutions LLC314$101.1K0.06%00.0%Unchanged
GPS Wealth Strategies Group, LLC315$101.3K0.09%−6,749−95.5%Reduced
Strengthening Families & Communities, LLC316$101.8K0.04%+2+0.6%Added
Heartland Advisors Inc316$101.8K0.01%00.0%Unchanged
Quarry LP321$103.4K0.02%−979−75.3%Reduced
Cedar Mountain Advisors, LLC322$103.7K0.02%+1+0.3%Added
180 GPS Investments IC Ltd323$104.1K0.08%−44,414−99.3%Reduced
Caden Capital Partners, LP324$104.4K0.24%+324New
Swiss Re Ltd334$107.6K0.01%+334New
Estate Planners Group, LLC336$108.2K0.05%+336New
Robbins Farley LLC345$111.2K0.05%+30+9.5%Added
Financial Connections Group, Inc.353$113.0K0.04%+10+2.9%Added