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, 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Power Wealth Management LLC | 1,720 | $554.2K | 0.20% | −12−0.7% | Reduced |
| Gill Capital Partners, LLC | 1,721 | $554.5K | 0.17% | +65+3.9% | Added |
| Silver Oak Advisory Group, Inc. | 1,729 | $557.0K | 0.25% | −120−6.5% | Reduced |
| Wallace Advisory Group, LLC | 1,732 | $558.1K | 0.59% | −1,439−45.4% | Reduced |
| Foundation Wealth Management, LLC | 1,732 | $558.2K | 0.20% | −46−2.6% | Reduced |
| Asset Management Group, Inc. | 1,736 | $559.5K | 0.09% | −9−0.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,738 | $559.9K | 0.81% | +240+16.0% | Added |
| KWMG, LLC | 1,742 | $561.3K | 0.05% | +22+1.3% | Added |
| Sage Capital Advisors,llc | 1,742 | $561.4K | 0.13% | +35+2.1% | Added |
| Wiser Wealth Management, Inc | 1,743 | $561.8K | 0.12% | +38+2.2% | Added |
| First Growth Capital LLC | 1,810 | $562.6K | 0.50% | +1,810 | New |
| Fortress Financial Solutions, LLC | 1,748 | $563.1K | 0.58% | +59+3.5% | Added |
| Sanchez Wealth Management Group | 1,748 | $563.4K | 0.12% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,753 | $564.8K | 0.41% | +110+6.7% | Added |
| Private Wealth Management Group, LLC | 1,757 | $566.1K | 0.15% | −7−0.4% | Reduced |
| Columbus Macro, LLC | 1,758 | $566.3K | 0.06% | −120−6.4% | Reduced |
| Potentia Wealth | 1,758 | $566.5K | 0.21% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 1,758 | $566.5K | 0.17% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 1,759 | $566.6K | 0.20% | +333+23.4% | Added |
| Ledgewood Wealth Advisors, LLC | 1,760 | $567.2K | 0.33% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,766 | $569.0K | 0.21% | +122+7.4% | Added |
| Argos Wealth Advisors, LLC | 1,766 | $569.0K | 0.17% | +1,766 | New |
| Momentous Wealth Management, Inc. | 1,767 | $569.4K | 0.32% | +459+35.1% | Added |
| WT Wealth Management | 1,772 | $571.0K | 0.16% | −32−1.8% | Reduced |
| Custos Family Office, LLC | 1,773 | $571.4K | 0.39% | −3−0.2% | Reduced |
| Lanham O'Dell & Company, Inc. | 1,777 | $572.7K | 0.16% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,778 | $572.9K | 0.31% | +5+0.3% | Added |
| High Point Wealth Management, LLC | 1,779 | $573.1K | 0.54% | +1,779 | New |
| Financial Advisors Network, Inc. | 1,781 | $573.8K | 0.08% | +29+1.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,782 | $574.3K | 0.18% | −28−1.5% | Reduced |
| Rebalance, LLC | 1,783 | $574.5K | 0.03% | +27+1.5% | Added |
| Urban Wealth Management, LLC | 1,784 | $574.9K | 0.53% | +1,784 | New |
| Sharkey, Howes & Javer | 1,785 | $575.0K | 0.07% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,786 | $575.5K | 0.29% | +41+2.3% | Added |
| RPS Advisory Solutions LLC | 1,789 | $576.4K | 0.27% | −422−19.1% | Reduced |
| Cushing Capital Partners, LLC | 1,790 | $576.6K | 0.43% | −56−3.0% | Reduced |
| Presper Financial Architects, LLC | 1,800 | $580.0K | 0.33% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 1,802 | $580.7K | 0.48% | +72+4.2% | Added |
| Mma Asset Management LLC | 1,803 | $580.8K | 0.21% | −299−14.2% | Reduced |
| Midwest Financial Partners Investments, Inc. | 1,809 | $582.9K | 0.32% | +1,809 | New |
| Polymer Capital Management (US) LLC | 1,811 | $583.5K | 0.08% | +1,811 | New |
| Kane Investment Management, Inc. | 1,812 | $583.7K | 0.28% | +168+10.2% | Added |
| Southern Financial Group, LLC | 1,817 | $585.6K | 0.17% | +1,817 | New |
| Apeiron RIA LLC | 1,899 | $586.0K | 0.12% | −361−16.0% | Reduced |
| Box Hill Private Wealth LLC | 1,820 | $586.3K | 0.59% | +1,820 | New |
| Family Investment Center, Inc. | 1,820 | $586.4K | 0.12% | +2+0.1% | Added |
| American Financial Advisors, LLC | 1,826 | $588.5K | 0.08% | +8+0.4% | Added |
| Sharp Financial Services, LLC | 1,826 | $588.5K | 0.30% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 1,827 | $588.6K | 0.21% | −12−0.7% | Reduced |
| Schiavi & Co LLC | 1,829 | $589.3K | 0.19% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,830 | $589.6K | 0.06% | +40+2.2% | Added |
| Gordian Advisors LLC | 1,841 | $593.2K | 0.39% | +114+6.6% | Added |
| DGS Capital Management, LLC | 1,841 | $593.2K | 0.10% | −38−2.0% | Reduced |
| Wright Wealth LLC | 1,843 | $593.8K | 0.39% | +1,843 | New |
| Morling Financial Advisors, LLC | 1,843 | $593.9K | 0.19% | +29+1.6% | Added |
| Integrity Advisory Solutions, LLC | 1,845 | $594.6K | 0.09% | +603+48.6% | Added |
| Riggs Asset Managment Co. Inc. | 1,851 | $596.4K | 0.12% | 00.0% | Unchanged |
| Omnitrust Wealth Management, Inc | 1,851 | $596.4K | 0.76% | +1,851 | New |
| Wilson & Boucher Capital Management, LLC | 1,851 | $596.6K | 0.39% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 1,852 | $596.9K | 0.42% | +8+0.4% | Added |
| Tradewinds Capital Management, LLC | 1,857 | $598.4K | 0.13% | −35−1.8% | Reduced |
| Swan Global Investments, LLC | 1,858 | $598.7K | 0.03% | +284+18.0% | Added |
| DHJJ Financial Advisors, Ltd. | 1,859 | $599.2K | 0.20% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,861 | $599.6K | 0.36% | +11+0.6% | Added |
| Oxinas Partners Wealth Management LLC | 1,862 | $600.0K | 0.29% | +2+0.1% | Added |
| Noble Wealth Management PBC | 1,866 | $601.3K | 0.30% | −27−1.4% | Reduced |
| Duncan Williams Asset Management, LLC | 1,895 | $601.3K | 0.15% | +7+0.4% | Added |
| 21 West Wealth Management LLC | 1,868 | $601.9K | 0.55% | 00.0% | Unchanged |
| North Forty Two & Co. | 1,869 | $602.2K | 0.57% | −1,520−44.9% | Reduced |
| Rather & Kittrell, Inc. | 1,869 | $602.3K | 0.10% | −60−3.1% | Reduced |
| CDM Financial Counseling Services, Inc. | 1,870 | $602.5K | 0.57% | +1,870 | New |
| Echo45 Advisors LLC | 1,871 | $602.9K | 0.34% | +28+1.5% | Added |
| Cooke & Bieler LP | 1,872 | $603.2K | 0.01% | −3,603−65.8% | Reduced |
| Consultiva Wealth Management, Corp. | 1,874 | $603.8K | 1.70% | −100−5.1% | Reduced |
| Gratus Wealth Advisors, LLC | 1,874 | $603.9K | 0.08% | +2+0.1% | Added |
| Roth Financial Partners LLC | 1,877 | $604.8K | 0.20% | 00.0% | Unchanged |
| Atwater Malick LLC | 1,880 | $605.8K | 0.17% | +19+1.0% | Added |
| Broadwater Capital Management LLC | 1,881 | $606.1K | 0.45% | 00.0% | Unchanged |
| Hegarty Advisors, LLC | 1,883 | $606.7K | 0.53% | +1,883 | New |
| WESPAC Advisors, LLC | 1,884 | $607.2K | 0.33% | −122−6.1% | Reduced |
| Exeter Financial, LLC | 1,888 | $608.3K | 0.26% | +1+0.1% | Added |
| HFR Wealth Management, LLC | 1,890 | $609.0K | 0.14% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 1,891 | $609.3K | 0.01% | −134−6.6% | Reduced |
| Intrepid Capital Management Inc | 1,892 | $609.6K | 0.24% | −373−16.5% | Reduced |
| Horizon Investment Services, LLC | 1,893 | $610.1K | 0.22% | +170+9.9% | Added |
| GreatBanc Trust CO | 1,894 | $610.3K | 0.43% | −140−6.9% | Reduced |
| Altar Rock LLC | 1,897 | $611.3K | 0.73% | +1,897 | New |
| Joel Adams & Associates, Inc. | 1,899 | $611.9K | 0.46% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 1,902 | $612.9K | 0.61% | +1,902 | New |
| Stewardship Concepts Financial Services LLC | 1,900 | $614.1K | 0.52% | +1,900 | New |
| Thayer Partners, LLC | 1,906 | $614.2K | 0.30% | +1,906 | New |
| Koss-Olinger Consulting, LLC | 1,914 | $617.0K | 0.05% | −1,713−47.2% | Reduced |
| Worth Asset Management, LLC | 1,917 | $617.6K | 0.26% | +465+32.0% | Added |
| Guilbault Capital LLC | 1,917 | $617.7K | 0.69% | +1,917 | New |
| Sprinkle Financial Consultants LLC | 1,919 | $618.4K | 0.31% | −315−14.1% | Reduced |
| Banyan Capital Management, Inc. | 1,920 | $618.7K | 0.27% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,922 | $619.4K | 0.20% | −368−16.1% | Reduced |
| CogentBlue Wealth Advisors, LLC | 1,925 | $620.3K | 0.42% | +28+1.5% | Added |
| Walsh & Associates, LLC | 1,931 | $622.2K | 0.61% | +1,931 | New |
| Legacy Financial Group, Inc. | 1,933 | $622.9K | 0.16% | −2−0.1% | Reduced |