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 |
|---|---|---|---|---|---|
| Innova Wealth Partners | 1,938 | $624.3K | 0.32% | +205+11.8% | Added |
| WBI Investments | 1,943 | $626.2K | 0.16% | −652−25.1% | Reduced |
| Builder Investment Group Inc | 1,945 | $626.7K | 0.14% | −100−4.9% | Reduced |
| Prepared Retirement Institute LLC | 1,946 | $627.0K | 0.32% | +68+3.6% | Added |
| Ironsides Asset Advisors, LLC | 1,946 | $627.2K | 0.16% | +820+72.8% | Added |
| Lincoln Capital Corp | 1,947 | $627.2K | 0.22% | −44−2.2% | Reduced |
| Thornburg Investment Management Inc | 1,949 | $628.0K | 0.01% | −91,207−97.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,957 | $630.5K | 0.05% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,960 | $631.5K | 0.36% | +1,136+137.9% | Added |
| Wealthspan Partners, LLC | 1,964 | $632.9K | 0.23% | −4−0.2% | Reduced |
| Index Fund Advisors, Inc. | 1,965 | $633.2K | 0.03% | +12+0.6% | Added |
| Kearns & Associates LLC | 1,967 | $633.8K | 0.33% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,970 | $634.8K | 0.03% | 00.0% | Unchanged |
| Entelevest, LLC | 1,971 | $635.1K | 0.66% | +1,971 | New |
| Auctus Advisors LLC | 1,972 | $635.4K | 0.59% | +1,972 | New |
| Comprehensive Financial Planning, Inc. | 1,972 | $635.6K | 0.42% | +115+6.2% | Added |
| Horizon Family Wealth, Inc. | 1,974 | $636.1K | 0.34% | +9+0.5% | Added |
| Foundation Wealth Management, LLC | 1,980 | $638.8K | 0.42% | −48−2.4% | Reduced |
| C M Bidwell & Associates Ltd | 1,983 | $639.0K | 0.30% | −46−2.3% | Reduced |
| Sterling Financial Planning, Inc. | 1,986 | $639.9K | 0.19% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,990 | $641.2K | 0.21% | −193−8.8% | Reduced |
| Sierra Ocean, LLC | 1,995 | $642.8K | 0.53% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 1,997 | $643.5K | 0.35% | +115+6.1% | Added |
| Brooktree Capital Management | 2,000 | $644.4K | 0.43% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $644.4K | 0.61% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 2,005 | $646.1K | 0.61% | +2,005 | New |
| Saber Capital Managment, LLC | 2,006 | $646.4K | 0.55% | +2,006 | New |
| Smallwood Wealth Investment Management, LLC | 2,008 | $647.0K | 0.34% | +14+0.7% | Added |
| Krane Funds Advisors LLC | 2,008 | $647.0K | 0.02% | −132−6.2% | Reduced |
| Encompass More Asset Management | 2,010 | $647.7K | 0.12% | −213−9.6% | Reduced |
| Bestgate Wealth Advisors, LLC | 2,011 | $648.0K | 1.14% | −40−2.0% | Reduced |
| Widmann Financial Services, Inc. | 2,012 | $648.1K | 0.40% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 2,012 | $648.3K | 0.31% | −58−2.8% | Reduced |
| Pennsylvania Capital Management Inc | 2,015 | $649.2K | 0.18% | +148+7.9% | Added |
| Karani Asset Management LLC | 2,016 | $649.6K | 0.57% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,017 | $650.0K | 0.27% | −26−1.3% | Reduced |
| Awm Capital, LLC | 2,017 | $650.2K | 0.06% | +42+2.1% | Added |
| CVFG LLC | 2,025 | $652.7K | 0.45% | +128+6.7% | Added |
| MN Wealth Advisors, LLC | 2,025 | $652.8K | 0.33% | +73+3.7% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,026 | $653.0K | 0.23% | +11+0.5% | Added |
| Stewardship Advisors, LLC | 2,034 | $655.4K | 0.15% | +144+7.6% | Added |
| Burns Matteson Capital Management, LLC | 2,034 | $655.5K | 0.26% | −26−1.3% | Reduced |
| Tenzing Financial LLC | 2,035 | $655.9K | 0.53% | +2,035 | New |
| Three Bridge Wealth Advisors, LLC | 2,040 | $657.3K | 0.17% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,041 | $657.7K | 0.14% | +45+2.3% | Added |
| Rare Wolf Capital LLC | 2,048 | $659.9K | 0.41% | +2,048 | New |
| Compass Financial Group, INC | 2,048 | $660.0K | 0.09% | +44+2.2% | Added |
| Wedgewood Investors Inc | 2,049 | $660.2K | 0.75% | −153−6.9% | Reduced |
| Kelly Financial Services LLC | 2,053 | $661.6K | 0.17% | −101−4.7% | Reduced |
| OLIO Financial Planning | 2,056 | $662.5K | 0.19% | −38−1.8% | Reduced |
| Graham Capital Wealth Management, LLC | 2,059 | $663.5K | 0.61% | −93−4.3% | Reduced |
| Lakewood Asset Management LLC | 2,060 | $663.7K | 0.39% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 2,060 | $663.8K | 0.11% | −1,653−44.5% | Reduced |
| Shira Ridge Wealth Management | 2,061 | $664.0K | 0.27% | −110−5.1% | Reduced |
| CGC Financial Services, LLC | 2,061 | $664.3K | 0.18% | −61−2.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,062 | $664.4K | 0.02% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 2,062 | $664.4K | 0.39% | −100−4.6% | Reduced |
| Signature Wealth Management Group | 2,063 | $664.7K | 0.27% | 00.0% | Unchanged |
| Wealth Advisors Northwest LLC | 2,063 | $664.8K | 0.29% | +6+0.3% | Added |
| jvl associates llc | 2,065 | $665.4K | 0.22% | −28−1.3% | Reduced |
| Vanguard Capital Wealth Advisors | 2,066 | $665.7K | 0.53% | −122−5.6% | Reduced |
| Leigh Baldwin & Co., LLC | 2,072 | $668.0K | 0.44% | −572−21.6% | Reduced |
| Marshall Wace, LLP | 2,080 | $670.2K | 0.00% | +2,080 | New |
| Greenfield Seitz Capital Management, LLC | 2,081 | $670.5K | 0.22% | −50−2.3% | Reduced |
| Oceanside Advisors LLC | 2,085 | $671.8K | 0.41% | 00.0% | Unchanged |
| LGL Partners, LLC | 2,091 | $673.7K | 0.29% | +2,091 | New |
| Schoolcraft Capital LLC | 2,099 | $676.3K | 0.13% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,101 | $676.7K | 0.00% | −66−3.0% | Reduced |
| Avid Wealth Partners LLC | 2,101 | $677.0K | 0.33% | +427+25.5% | Added |
| Brightwater Advisory LLC | 2,106 | $678.6K | 0.46% | 00.0% | Unchanged |
| Broderick Brian C | 2,110 | $679.9K | 0.13% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,089 | $680.1K | 0.11% | +2,089 | New |
| Rexford Capital Inc | 2,111 | $680.2K | 0.52% | −77−3.5% | Reduced |
| Cornerstone Select Advisors, LLC | 2,116 | $681.8K | 0.47% | +12+0.6% | Added |
| Sonoma Allocations LLC | 2,218 | $682.0K | 0.23% | −180−7.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,125 | $684.7K | 0.29% | +63+3.1% | Added |
| Flywheel Private Wealth LLC | 2,132 | $687.1K | 0.43% | −25−1.2% | Reduced |
| Peterson Wealth Advisors, LLC | 2,135 | $687.9K | 0.09% | +72+3.5% | Added |
| Intelligence Driven Advisers, LLC | 2,137 | $688.7K | 0.10% | +91+4.4% | Added |
| Capitol Family Office, Inc. | 2,140 | $689.6K | 0.81% | +94+4.6% | Added |
| Paul Damon & Associates, Inc. | 2,144 | $690.8K | 0.31% | +703+48.8% | Added |
| Clarkston Capital Partners, LLC | 2,145 | $691.0K | 0.02% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 2,160 | $695.9K | 0.16% | +48+2.3% | Added |
| Rik Saylor Financial, Inc. | 2,160 | $696.1K | 0.51% | +3+0.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,165 | $697.6K | 0.01% | +2,165 | New |
| Broadway Wealth Solutions, Inc. | 2,166 | $698.0K | 0.37% | −18−0.8% | Reduced |
| Acorns Advisers, LLC | 2,168 | $699.0K | 0.01% | +294+15.7% | Added |
| ASL Financial, LLC | 2,174 | $700.5K | 0.55% | +2,174 | New |
| Bell Investment Advisors, Inc | 2,174 | $700.5K | 0.11% | +187+9.4% | Added |
| Intrinsic Value Partners, LLC | 2,175 | $700.9K | 0.53% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 2,176 | $701.2K | 0.39% | −33−1.5% | Reduced |
| Darwin Advisors, LLC | 2,180 | $702.7K | 0.22% | −9−0.4% | Reduced |
| Vilga Financial Planning LLC | 2,181 | $702.8K | 0.67% | +2,181 | New |
| Charter Research & Investment Group, Inc. | 2,186 | $704.5K | 0.47% | −615−22.0% | Reduced |
| Riverwater Partners LLC | 2,190 | $705.7K | 0.27% | +12+0.6% | Added |
| R. W. Roge & Company, Inc. | 2,191 | $706.0K | 0.35% | +103+4.9% | Added |
| Emergent Wealth Advisors, LLC | 2,192 | $706.2K | 0.40% | +496+29.2% | Added |
| Pachira Investments Inc. | 2,199 | $708.6K | 0.34% | +966+78.3% | Added |
| Independent Family Office, LLC | 2,200 | $708.9K | 0.30% | 00.0% | Unchanged |
| Hill Island Financial LLC | 2,200 | $708.9K | 0.17% | +16+0.7% | Added |