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 |
|---|---|---|---|---|---|
| Stronghold Wealth Management L.L.C. | 2,994 | $964.7K | 1.43% | +2,994 | New |
| Hillcrest Wealth Advisors - NY, LLC | 2,995 | $965.0K | 0.42% | 00.0% | Unchanged |
| Freemont Management S.A. | 3,000 | $966.7K | 0.19% | +2,000+200.0% | Added |
| Planning Alternatives Ltd | 3,002 | $967.3K | 0.12% | +134+4.7% | Added |
| LongView Wealth Management | 2,983 | $968.1K | 0.23% | −81−2.6% | Reduced |
| Alessandra Capital Management, LLC | 3,005 | $968.3K | 0.86% | +3,005 | New |
| Fortis Capital Management LLC | 3,008 | $969.1K | 0.13% | +223+8.0% | Added |
| Maripau Wealth Management LLC | 3,005 | $969.7K | 0.45% | +140+4.9% | Added |
| Portland Investment Counsel Inc. | 3,000 | $970.3K | 0.29% | 00.0% | Unchanged |
| Maimon Wealth Management Ltd. | 3,016 | $971.8K | 0.90% | +3,016 | New |
| Wealthedge Investment Advisors, LLC | 3,020 | $973.1K | 0.36% | −8−0.3% | Reduced |
| Burton Enright Welch | 3,031 | $976.8K | 0.14% | +164+5.7% | Added |
| Warren Street Wealth Advisors, LLC | 3,037 | $978.6K | 0.28% | −875−22.4% | Reduced |
| OneAscent Investment Solutions LLC | 3,037 | $978.6K | 1.04% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3,038 | $979.0K | 0.20% | −551−15.4% | Reduced |
| Youngs Advisory Group, Inc. | 3,040 | $979.6K | 0.35% | −4−0.1% | Reduced |
| Greenberg Financial Group | 3,043 | $980.7K | 0.40% | +3,043 | New |
| Shikiar Asset Management Inc | 3,049 | $982.0K | 0.24% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 3,052 | $983.4K | 0.04% | −69−2.2% | Reduced |
| Pin Oak Investment Advisors Inc | 3,052 | $984.0K | 0.69% | +24+0.8% | Added |
| DecisionMap Wealth Management, LLC | 3,054 | $984.1K | 0.61% | +27+0.9% | Added |
| Sonoma Private Wealth LLC | 3,055 | $984.4K | 1.19% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,060 | $985.9K | 0.08% | +50+1.7% | Added |
| American National Bank of Texas | 3,060 | $986.0K | 0.95% | +122+4.2% | Added |
| TAGStone Capital, Inc. | 3,061 | $986.2K | 0.37% | +105+3.6% | Added |
| Hughes Financial Services, LLC | 3,063 | $987.0K | 0.16% | +44+1.5% | Added |
| Summit Wealth Group LLC | 3,064 | $987.3K | 0.13% | −9,005−74.6% | Reduced |
| North Point Portfolio Managers Corp | 3,065 | $987.6K | 0.17% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 3,068 | $988.6K | 0.36% | +5+0.2% | Added |
| Investmark Advisory Group LLC | 3,070 | $989.3K | 0.42% | +7+0.2% | Added |
| Next Capital Management LLC | 3,071 | $989.6K | 0.32% | −1,134−27.0% | Reduced |
| Legacy Wealth Partners, LLC | 3,076 | $991.1K | 0.26% | +3,076 | New |
| Alpha Advisors, LLC | 3,077 | $991.5K | 0.76% | −5−0.2% | Reduced |
| Boothbay Fund Management, LLC | 3,083 | $993.4K | 0.03% | −3,080−50.0% | Reduced |
| Atala Financial Inc | 3,088 | $995.0K | 0.64% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 3,088 | $995.1K | 0.69% | +6+0.2% | Added |
| Jackson Thornton Asset Management, LLC | 2,977 | $996.1K | 0.09% | −361−10.8% | Reduced |
| Cohen & Steers, Inc. | 3,100 | $999.0K | 0.00% | 00.0% | Unchanged |
| Ehrlich Financial Group | 3,102 | $999.6K | 0.57% | −35−1.1% | Reduced |
| Vance Wealth, Inc. | 3,105 | $1.00M | 0.30% | −192−5.8% | Reduced |
| Arbor Wealth Advisors LLC | 3,105 | $1.00M | 0.71% | −11−0.4% | Reduced |
| Wealth Science Advisors LLC | 3,112 | $1.00M | 0.58% | +3,112 | New |
| Pullen Investment Management, LLC | 3,112 | $1.00M | 0.53% | −34−1.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,115 | $1.00M | 0.05% | +14+0.5% | Added |
| SilverOak Wealth Management LLC | 3,140 | $1.01M | 0.16% | +43+1.4% | Added |
| Parkwoods Wealth Partners, LLC | 3,144 | $1.01M | 0.30% | +1,247+65.7% | Added |
| Ironwood Investment Management LLC | 3,154 | $1.02M | 0.43% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,089 | $1.02M | 0.52% | +125+4.2% | Added |
| Sage Advisors, LLC | 3,161 | $1.02M | 0.68% | +1,708+117.5% | Added |
| Genesis Financial Group, LLC | 3,165 | $1.02M | 0.59% | +3,165 | New |
| Creekside Partners | 3,171 | $1.02M | 0.43% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,172 | $1.02M | 0.39% | +170+5.7% | Added |
| Holcombe Financial, Inc. | 3,173 | $1.02M | 0.64% | +26+0.8% | Added |
| Cornerstone Financial Management LLC | 3,175 | $1.02M | 0.96% | +3,175 | New |
| Pursuit Wealth Strategies, LLC | 3,177 | $1.02M | 1.44% | +3,177 | New |
| ZRC Wealth Management, LLC | 3,178 | $1.02M | 0.36% | −252−7.3% | Reduced |
| RBA Wealth Management, LLC | 3,181 | $1.02M | 0.35% | −74−2.3% | Reduced |
| Beto Financial Group, LLC | 3,327 | $1.03M | 0.69% | +3,327 | New |
| Diamant Asset Management, Inc. | 3,183 | $1.03M | 0.74% | +150+4.9% | Added |
| Invested Advisors | 3,183 | $1.03M | 1.06% | +42+1.3% | Added |
| Capital Advantage, Inc. | 3,189 | $1.03M | 0.14% | −21−0.7% | Reduced |
| Renaissance Group LLC | 3,191 | $1.03M | 0.04% | +16+0.5% | Added |
| AIMZ Investment Advisors, LLC | 3,193 | $1.03M | 0.29% | +300+10.4% | Added |
| Concorde Asset Management, LLC | 3,195 | $1.03M | 0.41% | −58−1.8% | Reduced |
| OneAscent Wealth Management LLC | 3,195 | $1.03M | 0.34% | −217−6.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,198 | $1.03M | 0.09% | −502−13.6% | Reduced |
| Bravera Wealth | 3,201 | $1.03M | 0.52% | +3,201 | New |
| SP Asset Management LLC | 3,206 | $1.03M | 0.08% | +7+0.2% | Added |
| Wolff Financial Management LLC | 3,209 | $1.03M | 0.23% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 3,209 | $1.03M | 0.20% | −9−0.3% | Reduced |
| Brown Wealth Management, LLC | 3,211 | $1.03M | 0.27% | +238+8.0% | Added |
| BLI - Banque de Luxembourg Investments | 3,200 | $1.04M | 0.03% | −600−15.8% | Reduced |
| Salzhauer Michael | 3,215 | $1.04M | 0.46% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 3,216 | $1.04M | 0.06% | +1,259+64.3% | Added |
| Pacific Center for Financial Services | 3,286 | $1.04M | 0.26% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 3,217 | $1.04M | 0.32% | +420+15.0% | Added |
| TrustBank | 3,221 | $1.04M | 0.43% | +3,221 | New |
| A. D. Beadell Investment Counsel, Inc. | 3,222 | $1.04M | 0.67% | 00.0% | Unchanged |
| Tacita Capital Inc | 3,226 | $1.04M | 0.60% | +103+3.3% | Added |
| Lionshead Wealth Management, LLC | 3,230 | $1.04M | 0.78% | +45+1.4% | Added |
| Westwood Wealth Management | 3,230 | $1.04M | 0.78% | +193+6.4% | Added |
| Knightsbridge Asset Management, LLC | 3,235 | $1.04M | 0.17% | +680+26.6% | Added |
| Illumine Investment Management, LLC | 3,241 | $1.04M | 0.76% | −200−5.8% | Reduced |
| Praxis Capital Management LLC | 3,248 | $1.05M | 3.75% | +3,248 | New |
| Partners Wealth Management, LLC | 3,249 | $1.05M | 1.09% | −33−1.0% | Reduced |
| Silver Lake Advisory, LLC | 3,254 | $1.05M | 0.41% | +13+0.4% | Added |
| Clune & Associates, Ltd. | 3,262 | $1.05M | 0.23% | −155−4.5% | Reduced |
| PeakShares LLC | 3,264 | $1.05M | 1.03% | +3,264 | New |
| Keb Asset Management, LLC | 3,270 | $1.05M | 0.21% | +247+8.2% | Added |
| Prosperity Wealth Management, Inc. | 3,271 | $1.05M | 0.35% | +10+0.3% | Added |
| Reflection Asset Management | 3,287 | $1.06M | 0.75% | +3,287 | New |
| Washburn Capital Management, Inc. | 3,300 | $1.06M | 0.59% | +54+1.7% | Added |
| Archetype Wealth Partners | 3,307 | $1.06M | 0.14% | −922−21.8% | Reduced |
| Weaver Consulting Group | 3,306 | $1.07M | 0.26% | +23+0.7% | Added |
| Howard Wealth Management, LLC | 3,306 | $1.07M | 0.47% | −363−9.9% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,309 | $1.07M | 0.35% | +135+4.3% | Added |
| Castlekeep Investment Advisors LLC | 3,310 | $1.07M | 0.48% | −15−0.5% | Reduced |
| Laraway Financial Inc | 3,321 | $1.07M | 0.70% | −50−1.5% | Reduced |
| Concentric Capital Strategies, LP | 3,322 | $1.07M | 0.06% | −50,879−93.9% | Reduced |
| Permanent Capital Management, LP | 3,327 | $1.07M | 0.21% | −383−10.3% | Reduced |