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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 2,684 | $864.8K | 0.02% | +49+1.9% | Added |
| Waller Financial Planning Group, Inc | 2,684 | $864.9K | 0.19% | +10.0% | Added |
| Cogent Private Wealth, Inc. | 2,687 | $865.8K | 0.66% | +2,687 | New |
| Financial Enhancement Group LLC | 2,870 | $866.9K | 0.11% | +22+0.8% | Added |
| Wall Street Financial Group, Inc. | 2,695 | $868.4K | 0.63% | +231+9.4% | Added |
| Capital Management Associates, Inc | 2,695 | $868.5K | 0.19% | −1,426−34.6% | Reduced |
| Impact Partnership Wealth, LLC | 2,698 | $869.4K | 0.11% | −3,952−59.4% | Reduced |
| Lexington Hill Partners, LLC | 2,698 | $869.5K | 0.65% | +2,698 | New |
| Riverview Capital Advisers, LLC | 2,699 | $869.7K | 0.26% | +5+0.2% | Added |
| Objective Capital Management, LLC | 2,702 | $870.8K | 0.89% | −119−4.2% | Reduced |
| Breakthru Advisory Services, LLC | 2,704 | $871.3K | 0.56% | +66+2.5% | Added |
| Horizon Bancorp Inc | 2,709 | $873.0K | 0.42% | −634−19.0% | Reduced |
| Copley Financial Group, Inc. | 2,712 | $873.8K | 0.54% | −97−3.5% | Reduced |
| DB&C Advisors, LLC | 2,717 | $875.4K | 1.10% | +2,717 | New |
| Ssi Investment Management LLC | 2,717 | $875.5K | 0.06% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 2,719 | $876.0K | 0.42% | +2,719 | New |
| Essex Investment Management Co LLC | 2,721 | $876.8K | 0.13% | −202−6.9% | Reduced |
| Investors Research Corp | 2,722 | $877.1K | 0.16% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 2,647 | $877.5K | 0.25% | +2,647 | New |
| Thryve Wealth Management LLC | 2,727 | $878.7K | 0.43% | +2,727 | New |
| Verus Financial Partners, Inc. | 2,919 | $878.7K | 0.08% | +103+3.7% | Added |
| Planned Solutions, Inc. | 2,733 | $880.6K | 0.28% | +390+16.6% | Added |
| Lynx Investment Advisory | 2,736 | $881.7K | 0.48% | +28+1.0% | Added |
| J.M. Arbour, LLC | 2,739 | $882.5K | 0.88% | +2,739 | New |
| Williamson Legacy Group, LLC | 2,739 | $882.6K | 0.69% | +36+1.3% | Added |
| Clark Wealth Partners | 2,741 | $883.1K | 0.54% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2,744 | $884.2K | 0.12% | +2,744 | New |
| Good Harbor Advisors, Inc. | 2,750 | $886.3K | 1.03% | +2,750 | New |
| Code Waechter LLC | 2,752 | $886.6K | 0.57% | −10−0.4% | Reduced |
| Wellington Grp LLC | 2,753 | $887.1K | 0.30% | +2,753 | New |
| Burkett Financial Services, LLC | 2,753 | $887.3K | 0.30% | −95−3.3% | Reduced |
| Allium Financial Advisors, LLC | 2,758 | $888.7K | 0.70% | −266−8.8% | Reduced |
| Avenue 1 Advisors, LLC | 2,759 | $889.2K | 0.27% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,759 | $889.2K | 0.08% | +28+1.0% | Added |
| Harrington Investments, INC | 2,764 | $890.6K | 0.45% | −50−1.8% | Reduced |
| Asset Planning,Inc | 2,768 | $891.8K | 0.63% | +236+9.3% | Added |
| Goepper Burkhardt LLC | 2,770 | $892.6K | 0.29% | +122+4.6% | Added |
| Future Financial Wealth Managment LLC | 2,956 | $894.8K | 0.60% | −30−1.0% | Reduced |
| Stevens Capital Management LP | 2,780 | $896.0K | 0.32% | −2,432−46.7% | Reduced |
| PCB Capital LLC | 2,784 | $896.8K | 1.44% | +2,784 | New |
| Centerline Wealth Advisors, LLC | 2,784 | $897.1K | 0.32% | +10.0% | Added |
| Broyhill Asset Management | 2,794 | $900.3K | 0.79% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,798 | $901.6K | 3.09% | +46+1.7% | Added |
| KW Wealth Management LLC | 2,809 | $905.4K | 1.37% | +264+10.4% | Added |
| Harvest Fund Management Co., Ltd | 2,812 | $906.0K | 0.03% | +3+0.1% | Added |
| Insight Wealth Partners, LLC | 2,814 | $906.7K | 0.38% | +134+5.0% | Added |
| Quest Partners LLC | 2,814 | $906.7K | 0.05% | −6,355−69.3% | Reduced |
| Bensler, LLC | 2,828 | $911.3K | 0.09% | +20+0.7% | Added |
| Level Financial Advisors, Inc. | 2,829 | $911.5K | 0.24% | −16−0.6% | Reduced |
| Milestones Private Investment Advisors LLC | 2,831 | $912.2K | 0.63% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,842 | $915.7K | 0.12% | +100+3.6% | Added |
| Meridian Wealth Partners, LLC | 2,843 | $916.2K | 0.13% | −126−4.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,848 | $917.7K | 0.19% | −70−2.4% | Reduced |
| Balentine LLC | 2,852 | $919.0K | 0.03% | +64+2.3% | Added |
| Arlington Trust Co LLC | 2,854 | $919.6K | 0.09% | −10,528−78.7% | Reduced |
| Bayban | 2,858 | $920.9K | 0.81% | +2,858 | New |
| TCM Advisors, LLC | – | $921.2K | 0.78% | – | – |
| My Personal CFO, LLC | 2,860 | $921.5K | 0.38% | +1,082+60.9% | Added |
| Meridian Financial, LLC | 2,865 | $923.3K | 0.50% | −230−7.4% | Reduced |
| CLG LLC | 2,873 | $925.9K | 0.23% | −32−1.1% | Reduced |
| Cascade Investment Advisors, Inc. | 2,884 | $929.4K | 0.55% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 2,887 | $930.2K | 0.27% | +325+12.7% | Added |
| Symmetry Partners, LLC | 2,887 | $930.3K | 0.06% | −78−2.6% | Reduced |
| AMJ Financial Wealth Management | 2,888 | $930.6K | 0.22% | −31−1.1% | Reduced |
| Roble, Belko & Company, Inc | 2,889 | $931.0K | 0.12% | +470+19.4% | Added |
| West Wealth Group, LLC | 2,891 | $931.7K | 0.19% | +9+0.3% | Added |
| Mindset Wealth Management, LLC | 2,892 | $931.7K | 0.24% | −98−3.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,903 | $935.6K | 0.28% | −108−3.6% | Reduced |
| Steinberganna Wealth Management | 2,904 | $935.8K | 0.44% | +43+1.5% | Added |
| Hourglass Capital, LLC | 2,906 | $936.4K | 0.20% | −600−17.1% | Reduced |
| Ruggaard & Associates LLC | 2,908 | $937.0K | 0.37% | −10−0.3% | Reduced |
| Wealthgarden F.S. LLC | 3,120 | $939.2K | 0.62% | −26−0.8% | Reduced |
| Reston Wealth Management LLC | 2,920 | $940.8K | 0.29% | +485+19.9% | Added |
| Clearview Wealth Advisors LLC | 2,921 | $941.3K | 0.60% | −115−3.8% | Reduced |
| Holos Integrated Wealth LLC | 2,894 | $941.9K | 0.53% | +93+3.3% | Added |
| Paladin Advisory Group, LLC | 2,925 | $942.5K | 0.69% | +141+5.1% | Added |
| Capital Investment Management, Inc. | 2,926 | $942.7K | 0.33% | +2,926 | New |
| Financial Freedom, LLC | 2,928 | $943.5K | 0.47% | +4+0.1% | Added |
| Harvest Investment Services, LLC | 2,931 | $944.5K | 0.18% | −580−16.5% | Reduced |
| Hyposwiss Advisors SA | 2,934 | $945.4K | 0.93% | +2,934 | New |
| Magnolia Private Wealth, LLC | 2,936 | $946.0K | 0.66% | −186−6.0% | Reduced |
| Kuhn & Co Investment Counsel | 2,940 | $947.2K | 0.63% | +1,303+79.6% | Added |
| CapWealth Advisors, LLC | 2,942 | $948.0K | 0.06% | +22+0.8% | Added |
| Miramontes Capital, LLC | 2,947 | $949.6K | 0.32% | +2,947 | New |
| Pine Harbor Wealth Management, LLC | 2,949 | $950.1K | 0.29% | +85+3.0% | Added |
| Global Assets Advisory, LLC | 2,950 | $950.7K | 0.27% | −56−1.9% | Reduced |
| Strid Group, LLC | 2,951 | $950.9K | 0.12% | +62+2.1% | Added |
| Lord & Richards Wealth Management, LLC | 2,952 | $951.0K | 0.82% | −2,724−48.0% | Reduced |
| Paragon Capital Management Ltd | 2,954 | $951.9K | 0.19% | −88−2.9% | Reduced |
| Pennington Partners & Co., LLC | 2,957 | $952.7K | 0.38% | −129−4.2% | Reduced |
| Summit Wealth Group, LLC | 2,958 | $953.2K | 0.22% | +207+7.5% | Added |
| Carmel Capital Partners, LLC | 2,965 | $955.4K | 0.34% | +1,206+68.6% | Added |
| Bond & Devick Financial Network, Inc. | 2,966 | $955.7K | 0.27% | +17+0.6% | Added |
| FSA Advisors, Inc. | 51,333 | $956.0K | 0.66% | +47,707+1,315.7% | Added |
| WMG Financial Advisors, LLC | 2,976 | $959.0K | 0.40% | +9+0.3% | Added |
| Vertex Planning Partners, LLC | 2,977 | $959.2K | 0.22% | +506+20.5% | Added |
| Allen Wealth Management, LLC | 2,980 | $960.2K | 0.58% | +104+3.6% | Added |
| Beacon Capital Management, LLC | 2,984 | $961.4K | 0.15% | −114−3.7% | Reduced |
| Profit Investment Management, LLC | 2,984 | $961.5K | 3.89% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 3,078 | $962.0K | 0.49% | +9+0.3% | Added |