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 |
|---|---|---|---|---|---|
| Cambridge Financial Group, LLC | 2,812 | $785.3K | 0.27% | +1,188+73.2% | Added |
| Troutman Wealth Management, LLC | 2,438 | $785.6K | 0.65% | +2,438 | New |
| Patrick Mauro Investment Advisor, INC. | 2,439 | $785.9K | 0.41% | +134+5.8% | Added |
| Corundum Trust Company, INC | 2,442 | $786.9K | 1.79% | −45−1.8% | Reduced |
| Prospera Capital Management, LLC | 2,442 | $786.9K | 0.40% | +10+0.4% | Added |
| Walker Asset Management, LLC | 2,448 | $788.9K | 0.42% | −24−1.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,450 | $789.2K | 0.23% | +246+11.2% | Added |
| Sierra Capital LLC | 2,451 | $790.0K | 0.08% | −500−16.9% | Reduced |
| Eagle Wealth Advisors LLC | 2,455 | $791.0K | 0.67% | +2,455 | New |
| Ehrenkranz Partners L.P. | 2,457 | $791.7K | 0.90% | +1,357+123.4% | Added |
| Guidance Capital, Inc | 2,609 | $792.2K | 0.19% | +421+19.2% | Added |
| AXS Investments LLC | 2,475 | $797.5K | 0.27% | −226−8.4% | Reduced |
| TCP Asset Management, LLC | 2,483 | $800.0K | 0.13% | −4−0.2% | Reduced |
| Castleview Partners, LLC | 2,484 | $800.4K | 0.40% | +565+29.4% | Added |
| WealthPoint Financial, LLC | 2,484 | $800.5K | 0.70% | +2,484 | New |
| Bernardo Wealth Planning LLC | 2,487 | $801.4K | 0.15% | +45+1.8% | Added |
| Western Financial Corp | 2,489 | $802.0K | 0.32% | −93−3.6% | Reduced |
| Riverstone Advisors, LLC | 2,490 | $802.2K | 0.38% | +437+21.3% | Added |
| Arnhold LLC | 2,492 | $803.0K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,495 | $803.9K | 0.13% | −119−4.6% | Reduced |
| Financial Insights, Inc. | 2,499 | $805.2K | 0.27% | −609−19.6% | Reduced |
| Madden Securities Corp | 2,499 | $805.2K | 0.25% | +46+1.9% | Added |
| Reliant Investment Partners, LLC | 2,500 | $805.5K | 0.63% | −4−0.2% | Reduced |
| Bramshill Investments, LLC | 2,500 | $805.5K | 0.05% | +1,000+66.7% | Added |
| Reyes Financial Architecture, Inc. | 2,502 | $806.1K | 0.49% | −422−14.4% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 2,503 | $806.6K | 0.46% | +279+12.5% | Added |
| Catalina Capital Group, LLC | 2,505 | $807.1K | 0.49% | +12+0.5% | Added |
| Flynn Zito Capital Management, LLC | 2,513 | $809.8K | 0.29% | −56−2.2% | Reduced |
| Collaborative Wealth Managment Inc. | 2,515 | $810.4K | 0.29% | +2,515 | New |
| Sachetta, LLC | 2,518 | $811.2K | 0.44% | −1,780−41.4% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,522 | $812.6K | 0.48% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,525 | $813.6K | 0.06% | −20−0.8% | Reduced |
| Dupree Financial Group, LLC | 2,529 | $814.9K | 0.30% | −147−5.5% | Reduced |
| America First Investment Advisors, LLC | 2,529 | $814.9K | 0.15% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,529 | $814.9K | 0.10% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 2,531 | $815.4K | 0.26% | −422−14.3% | Reduced |
| Cura Wealth Advisors, LLC | 2,531 | $815.5K | 0.31% | +661+35.3% | Added |
| Ariston Services Group | 2,536 | $817.1K | 0.48% | 00.0% | Unchanged |
| Investment Insight Wealth Management, LLC | 2,538 | $817.7K | 0.80% | +2,538 | New |
| Wagner Wealth Management, Corp | 2,539 | $818.1K | 0.81% | +2,539 | New |
| Lynch Investment Planning, LLC | 2,541 | $818.6K | 0.78% | +2,541 | New |
| Wise Wealth Partners | 2,541 | $818.8K | 1.18% | +126+5.2% | Added |
| Keener Financial Planning LLC | 2,544 | $819.0K | 0.35% | +962+60.8% | Added |
| Tactive Advisors, LLC | 2,542 | $819.1K | 0.24% | −80−3.1% | Reduced |
| Thrive Capital Management, LLC | 2,549 | $821.3K | 0.18% | +38+1.5% | Added |
| All Terrain Financial Advisors, LLC | 2,554 | $822.8K | 0.25% | −2,476−49.2% | Reduced |
| Bennett Associates Wealth Management | 2,556 | $823.6K | 0.57% | +713+38.7% | Added |
| Nolet Wealth Management, LLC | 2,558 | $824.1K | 0.46% | +2,558 | New |
| Vision Retirement, LLC | 2,559 | $824.6K | 0.22% | +2,559 | New |
| 1015 Capital Partners, LLC | 2,559 | $824.6K | 0.81% | +2,559 | New |
| Presidio Capital Management, LLC | 2,562 | $825.7K | 0.25% | +79+3.2% | Added |
| ESL Trust Services, LLC | 2,563 | $825.9K | 0.16% | −28−1.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 2,565 | $826.5K | 0.32% | −235−8.4% | Reduced |
| Birch Financial Group, LLC | 2,566 | $826.9K | 0.47% | +6+0.2% | Added |
| Catalyst Investment Management LLC | 2,569 | $827.8K | 0.78% | +2,569 | New |
| Richmond Investment Services, LLC | 2,571 | $828.3K | 0.14% | −103−3.9% | Reduced |
| Carter Financial Group, INC. | 2,571 | $828.5K | 0.49% | −190−6.9% | Reduced |
| Strategic Advocates LLC | 2,565 | $829.6K | 0.21% | −217−7.8% | Reduced |
| Plan A Wealth LLC | 2,577 | $830.4K | 0.41% | −734−22.2% | Reduced |
| Compass Capital Corp | 2,613 | $831.6K | 0.32% | +16+0.6% | Added |
| MKT Advisors LLC | 2,490 | $831.8K | 0.28% | −398−13.8% | Reduced |
| Gentry Private Wealth, LLC | 2,582 | $832.0K | 0.52% | +56+2.2% | Added |
| SMART Wealth LLC | 2,583 | $832.1K | 0.25% | −196−7.1% | Reduced |
| Lansing Street Advisors | 2,583 | $832.2K | 0.21% | +7+0.3% | Added |
| DDD Partners, LLC | 2,586 | $833.3K | 0.05% | +87+3.5% | Added |
| Prospect Financial Group LLC | 2,587 | $833.6K | 0.78% | +2+0.1% | Added |
| Thoma Capital Management LLC | 2,588 | $833.9K | 0.48% | −220−7.8% | Reduced |
| Genesis Private Wealth, LLC | 2,591 | $835.0K | 0.26% | +436+20.2% | Added |
| Greenline Wealth Management LLC | 2,594 | $835.8K | 0.87% | +2,594 | New |
| Ogorek Anthony Joseph | 2,597 | $836.0K | 0.23% | −128−4.7% | Reduced |
| Boreal Capital Management LLC | 2,602 | $838.3K | 0.63% | +58+2.3% | Added |
| Swisher Financial Concepts, Inc. | 2,604 | $839.1K | 0.48% | −30−1.1% | Reduced |
| Ninepoint Partners LP | 2,613 | $842.0K | 0.10% | −513−16.4% | Reduced |
| New Insight Wealth Advisors | 2,615 | $842.6K | 0.30% | −22−0.8% | Reduced |
| Wealthstar Advisors, LLC | 2,617 | $843.2K | 0.46% | +7+0.3% | Added |
| Richwood Investment Advisors, LLC | 2,616 | $843.4K | 0.61% | +230+9.6% | Added |
| Global Strategic Investment Solutions, LLC | 2,627 | $846.4K | 0.08% | +10.0% | Added |
| Arkansas Financial Group, Inc. | 2,627 | $846.5K | 0.12% | −150−5.4% | Reduced |
| Palatine Hill Wealth Management, LLC | 2,628 | $846.8K | 0.68% | +2,628 | New |
| Elite Life Management LLC | 2,634 | $849.2K | 1.38% | +947+56.1% | Added |
| Accelerate Investment Advisors LLC | 2,639 | $850.4K | 0.57% | −28−1.0% | Reduced |
| Prudent Investors Network | 2,642 | $851.3K | 0.20% | +69+2.7% | Added |
| Financial Security Advisor, Inc. | 2,644 | $852.1K | 0.16% | −46−1.7% | Reduced |
| Heritage Financial Services, LLC | 2,646 | $852.6K | 0.07% | −185−6.5% | Reduced |
| Coign Capital Advisors LLC | 2,653 | $854.7K | 0.45% | +53+2.0% | Added |
| Cherrydale Wealth Management, LLC | 2,653 | $854.8K | 0.26% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 2,655 | $855.5K | 0.26% | −9−0.3% | Reduced |
| LongView Asset Management LLC | 2,656 | $855.8K | 0.60% | −33−1.2% | Reduced |
| Entrust Financial LLC | 2,658 | $856.4K | 0.64% | +2,658 | New |
| Torren Management, LLC | 2,661 | $857.6K | 0.44% | +2,661 | New |
| Odyssey Capital Advisors, Inc. | 2,665 | $858.8K | 0.76% | +2,665 | New |
| Horst & Graben Wealth Management LLC | 2,674 | $859.7K | 0.13% | −85−3.1% | Reduced |
| Melfa Wealth Management, LLC | 2,671 | $860.5K | 0.50% | +30+1.1% | Added |
| Fortress Financial Group, LLC | 2,673 | $861.3K | 0.64% | +13+0.5% | Added |
| XY Planning Network, Inc. | 2,674 | $861.5K | 0.15% | +410+18.1% | Added |
| Claret Asset Management Corp | 2,676 | $862.0K | 0.10% | −54−2.0% | Reduced |
| HC Advisors, LLC | 2,677 | $862.7K | 0.60% | +10+0.4% | Added |
| ICW Investment Advisors LLC | 2,677 | $862.7K | 0.31% | +10.0% | Added |
| Detalus Advisors, LLC | 2,682 | $864.3K | 0.21% | +6+0.2% | Added |
| Hollow Brook Wealth Management LLC | 2,683 | $864.5K | 0.22% | −1,320−33.0% | Reduced |