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 |
|---|---|---|---|---|---|
| Southern Capital Advisors, LLC | 2,207 | $711.1K | 0.33% | +10.0% | Added |
| Pitti Group Wealth Management, LLC | 2,208 | $711.5K | 0.58% | +6+0.3% | Added |
| Clean Yield Group | 2,208 | $711.5K | 0.20% | +148+7.2% | Added |
| Clearwave Capital, LLC | 2,208 | $711.5K | 0.53% | +2,208 | New |
| Waterford Advisors, LLC | 2,213 | $713.1K | 0.28% | 00.0% | Unchanged |
| Efficient Advisors, LLC | 2,214 | $713.4K | 0.04% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 2,214 | $713.4K | 0.14% | +33+1.5% | Added |
| Virtu Financial LLC | 2,221 | $716.0K | 0.03% | −2,083−48.4% | Reduced |
| AXA S.A. | 2,224 | $716.6K | 0.34% | −708−24.1% | Reduced |
| USA Financial Portformulas Corp | 2,226 | $717.3K | 0.13% | −1,631−42.3% | Reduced |
| Wealthcare Capital Management LLC | 2,229 | $718.2K | 0.07% | 00.0% | Unchanged |
| Bauman Advisory Group, LLC | 2,237 | $720.9K | 0.58% | +2,237 | New |
| Beaird Harris Wealth Management, LLC | 2,238 | $721.1K | 0.05% | −30−1.3% | Reduced |
| Altshuler Shaham Ltd | 2,240 | $721.8K | 0.01% | −760−25.3% | Reduced |
| Arbor Investment Advisors, LLC | 2,242 | $722.4K | 0.10% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 2,245 | $723.4K | 0.26% | −78−3.4% | Reduced |
| Waycross Partners, LLC | 2,247 | $724.0K | 0.06% | 00.0% | Unchanged |
| M1 Capital Management LLC | 2,248 | $724.4K | 0.30% | +2+0.1% | Added |
| Sensible Money, LLC | 2,248 | $724.4K | 0.23% | +9+0.4% | Added |
| Mainsail Asset Management, LLC | 2,250 | $724.9K | 0.31% | −1,599−41.5% | Reduced |
| Amussen Hunsaker Associates LLC | 2,252 | $725.6K | 0.07% | −102−4.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 2,253 | $726.0K | 0.64% | +2,253 | New |
| Decker Wealth Management LLC | 2,254 | $726.3K | 0.16% | +2,254 | New |
| Clarion Wealth Managment Partners, LLC | 2,255 | $726.7K | 0.67% | +208+10.2% | Added |
| Reuter James Wealth Management, LLC | 2,256 | $726.8K | 0.10% | −75−3.2% | Reduced |
| Parkside Investments, LLC | 2,257 | $727.2K | 0.09% | +9+0.4% | Added |
| Worthington Financial Partners, LLC | 2,258 | $727.6K | 0.64% | +2,258 | New |
| CMG Global Holdings, LLC | 2,295 | $728.0K | 0.32% | −2−0.1% | Reduced |
| RHL Group, LLC | 2,262 | $728.9K | 0.59% | +2,262 | New |
| Retirement Planning Group, LLC | 2,270 | $731.6K | 0.50% | +4+0.2% | Added |
| Cowa, LLC | 2,272 | $732.1K | 0.22% | −256−10.1% | Reduced |
| NDVR, Inc. | 2,272 | $732.1K | 0.61% | −30−1.3% | Reduced |
| Moody Aldrich Partners LLC | 2,273 | $732.6K | 0.14% | −10−0.4% | Reduced |
| Bruce G. Allen Investments, LLC | 2,276 | $733.4K | 0.50% | −151−6.2% | Reduced |
| Robinson Smith Wealth Advisors LLC | 2,278 | $734.0K | 0.50% | −720−24.0% | Reduced |
| Foresight Global Investors, Inc. | 2,278 | $734.0K | 0.35% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,289 | $737.5K | 0.25% | −323−12.4% | Reduced |
| 4WEALTH Advisors, Inc. | 2,293 | $738.9K | 0.64% | +19+0.8% | Added |
| Integris Wealth Management, LLC | 2,293 | $739.0K | 0.17% | −506−18.1% | Reduced |
| S&T Bank | 2,294 | $739.2K | 0.23% | +79+3.6% | Added |
| Brand Asset Management Group, Inc. | 2,296 | $739.7K | 0.21% | +103+4.7% | Added |
| Silver Coast Investments LLC | 2,298 | $740.5K | 0.26% | −63−2.7% | Reduced |
| Kerr Financial Planning Corp | 2,396 | $740.6K | 1.01% | +3+0.1% | Added |
| Squire Investment Management Company, LLC | 2,300 | $741.1K | 0.22% | −165−6.7% | Reduced |
| American Investment Services, Inc. | 2,302 | $741.8K | 0.17% | −535−18.9% | Reduced |
| Catalyst Private Wealth, LLC | 2,303 | $742.1K | 0.32% | +103+4.7% | Added |
| Opus Capital Group, LLC | 2,305 | $743.0K | 0.08% | −486−17.4% | Reduced |
| Wisconsin Wealth Advisors, LLC | 2,306 | $743.2K | 0.73% | +30+1.3% | Added |
| Values Added Financial LLC | 2,309 | $744.0K | 0.31% | −10.0% | Reduced |
| Cypress Financial Planning LLC | 2,305 | $744.6K | 0.21% | +856+59.1% | Added |
| Somerville Kurt F | 2,313 | $745.3K | 0.13% | −82−3.4% | Reduced |
| Legacy Wealth Advisors, LLC | 2,317 | $746.6K | 0.49% | +2,317 | New |
| True Link Financial Advisors, LLC | 2,318 | $746.9K | 0.05% | +878+61.0% | Added |
| Betterment LLC | 2,322 | $748.0K | 0.00% | +315+15.7% | Added |
| Keating Investment Counselors Inc | 2,325 | $749.2K | 0.21% | −10−0.4% | Reduced |
| Connecticut Capital Management Group, LLC | 2,327 | $749.8K | 0.72% | +2,327 | New |
| Tamar Securities, LLC | 2,328 | $750.0K | 0.08% | −35−1.5% | Reduced |
| Corps Capital Advisors, LLC | 2,330 | $750.8K | 0.78% | +1,529+190.9% | Added |
| Intergy Private Wealth, LLC | 2,334 | $752.1K | 0.23% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 2,338 | $753.4K | 0.34% | +399+20.6% | Added |
| SFG Wealth Management, LLC. | 2,340 | $754.0K | 0.30% | +27+1.2% | Added |
| Braun-Bostich & Associates Inc. | 2,346 | $755.9K | 0.47% | −281−10.7% | Reduced |
| Capstone Wealth Management Group LLC | 2,349 | $757.1K | 0.46% | −15−0.6% | Reduced |
| Drum Hill Capital, LLC | 2,351 | $757.5K | 0.79% | +127+5.7% | Added |
| SNS Financial Group, LLC | 2,352 | $757.9K | 0.07% | −176−7.0% | Reduced |
| Kaizen Financial Strategies | 2,356 | $759.2K | 0.34% | +5+0.2% | Added |
| Forum Private Client Group LLC | 2,357 | $759.3K | 0.26% | −133−5.3% | Reduced |
| Coco Enterprises, LLC | 2,357 | $759.5K | 0.39% | +29+1.2% | Added |
| Core Wealth Advisors, Inc. | 2,360 | $760.4K | 0.20% | −4−0.2% | Reduced |
| REAP Financial Group, LLC | 2,366 | $762.3K | 0.15% | +470+24.8% | Added |
| Tucker Asset Management LLC | 2,367 | $762.7K | 0.22% | −111−4.5% | Reduced |
| SLT Holdings LLC | 2,367 | $762.7K | 0.51% | +490+26.1% | Added |
| Friday Financial | 2,367 | $762.8K | 0.27% | +306+14.8% | Added |
| Piedmont Capital Management, LLC | 2,368 | $763.0K | 0.50% | +2,368 | New |
| Knuff & Co LLC | 2,369 | $763.3K | 0.22% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,369 | $763.4K | 0.11% | +73+3.2% | Added |
| Jacobs & Co | 2,374 | $764.0K | 0.07% | −50−2.1% | Reduced |
| Godsey & Gibb Associates | 2,372 | $764.3K | 0.07% | +51+2.2% | Added |
| Elevation Wealth Management LLC | 2,373 | $764.7K | 0.73% | +2,373 | New |
| Legend Capital Advisors LLC | 2,374 | $765.0K | 0.43% | +2,374 | New |
| Penn Davis McFarland Inc | 2,380 | $766.9K | 0.07% | −200−7.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,382 | $767.5K | 0.22% | −2,674−52.9% | Reduced |
| IMZ Advisory Inc | 2,384 | $768.0K | 0.28% | +41+1.7% | Added |
| Banque de Luxembourg S.A. | 2,384 | $768.2K | 0.36% | +1,049+78.6% | Added |
| Tuttle Tactical Management | 2,391 | $770.4K | 1.70% | −203−7.8% | Reduced |
| Sageworth Trust Co | 2,402 | $774.0K | 0.03% | −14,655−85.9% | Reduced |
| Centennial Wealth Advisory LLC | 2,410 | $777.0K | 0.21% | +4+0.2% | Added |
| Putney Financial Group LLC | 2,412 | $777.2K | 0.73% | +745+44.7% | Added |
| CCG Wealth Management, LLC | 2,415 | $778.2K | 0.33% | −131−5.1% | Reduced |
| StoryOne LLC | 0 | $778.2K | 0.47% | 0 | New |
| Basepoint Wealth LLC | 2,415 | $778.4K | 0.47% | −11−0.5% | Reduced |
| Atlas Private Wealth Advisors | 2,418 | $779.0K | 0.18% | −12−0.5% | Reduced |
| Jacobs Equity LLC | 2,419 | $779.5K | 0.75% | +2,419 | New |
| Wallace Capital Management Inc. | 2,420 | $779.9K | 0.09% | +110+4.8% | Added |
| Sequent Asset Management, LLC | 2,419 | $780.0K | 0.35% | +10.0% | Added |
| Plum Street Advisors, LLC | 2,422 | $780.4K | 0.28% | −16−0.7% | Reduced |
| Rockbridge Capital Management LLC | 2,424 | $781.1K | 0.47% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 2,424 | $781.1K | 0.48% | +24+1.0% | Added |
| Coordinated Financial Services, Inc. | 2,435 | $784.7K | 0.45% | −76−3.0% | Reduced |
| Clay Northam Wealth Management, LLC | 2,437 | $785.3K | 0.44% | 00.0% | Unchanged |