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 |
|---|---|---|---|---|---|
| Motive Wealth Advisors | 3,327 | $1.07M | 0.46% | −80−2.3% | Reduced |
| Pathway Financial Advisors LLC | 3,210 | $1.07M | 0.13% | −109−3.3% | Reduced |
| Burkett Asset Management Ltd | 3,335 | $1.07M | 1.09% | +3,335 | New |
| Rede Wealth, LLC | 3,338 | $1.08M | 0.37% | −279−7.7% | Reduced |
| Collective Family Office LLC | 3,339 | $1.08M | 0.25% | +32+1.0% | Added |
| Founders Grove Wealth Partners, LLC | 3,339 | $1.08M | 0.24% | +343+11.4% | Added |
| TCFG Wealth Management, LLC | 3,339 | $1.08M | 0.42% | +43+1.3% | Added |
| Mullooly Asset Management, Inc. | 3,345 | $1.08M | 0.39% | +12+0.4% | Added |
| Twin Focus Capital Partners, LLC | 3,347 | $1.08M | 0.12% | −957−22.2% | Reduced |
| Forefront Analytics, LLC | 3,353 | $1.08M | 0.95% | +16+0.5% | Added |
| Isthmus Partners, LLC | 3,353 | $1.08M | 0.12% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 3,354 | $1.08M | 0.22% | −23−0.7% | Reduced |
| Glass Wealth Management Co LLC | 3,354 | $1.08M | 0.44% | 00.0% | Unchanged |
| Bank & Trust Co | 3,357 | $1.08M | 0.76% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 3,359 | $1.08M | 0.44% | +80+2.4% | Added |
| Signet Private Wealth LLC | 3,362 | $1.08M | 1.04% | +3,362 | New |
| Opal Wealth Advisors, LLC | 3,363 | $1.08M | 0.28% | −372−10.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3,366 | $1.08M | 0.04% | −444−11.7% | Reduced |
| Hobart Private Capital, LLC | 3,375 | $1.09M | 0.21% | +1,758+108.7% | Added |
| Cooper/Haims Advisors, LLC | 3,376 | $1.09M | 0.49% | +80+2.4% | Added |
| American Capital Advisory, LLC | 3,379 | $1.09M | 0.47% | +17+0.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,379 | $1.09M | 0.32% | −2,682−44.3% | Reduced |
| Truepoint, Inc. | 3,386 | $1.09M | 0.02% | −208−5.8% | Reduced |
| Acorn Creek Capital LLC | 3,386 | $1.09M | 0.39% | +26+0.8% | Added |
| NFP Retirement, Inc. | 3,388 | $1.09M | 0.07% | +20+0.6% | Added |
| National Wealth Management Group, LLC | 3,390 | $1.09M | 0.38% | −10−0.3% | Reduced |
| TruNorth Capital Management, LLC | 3,392 | $1.09M | 0.21% | +247+7.9% | Added |
| Buttonwood Financial Advisors Inc. | 3,398 | $1.09M | 0.37% | −10−0.3% | Reduced |
| Lawood & Co | 3,398 | $1.09M | 1.04% | +3,398 | New |
| Beckerman Institutional, LLC | 3,400 | $1.10M | 0.62% | 00.0% | Unchanged |
| Charter Capital Management, LLC | 3,402 | $1.10M | 0.57% | +10.0% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 3,404 | $1.10M | 0.58% | +3,404 | New |
| Eubel Brady & Suttman Asset Management Inc | 3,406 | $1.10M | 0.12% | −419−11.0% | Reduced |
| Ariadne Wealth Management, LP | 3,626 | $1.10M | 0.45% | +296+8.9% | Added |
| Oxford Wealth Group, LLC | 3,407 | $1.10M | 0.53% | +3,407 | New |
| Quantum Private Wealth, LLC | 3,411 | $1.10M | 0.32% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 3,416 | $1.10M | 0.15% | 00.0% | Unchanged |
| J.E. Simmons & Co., P.C. | 3,418 | $1.10M | 0.71% | +3,418 | New |
| Rooted Wealth Advisors, Inc. | 3,481 | $1.10M | 0.31% | −8−0.2% | Reduced |
| Bellevue Asset Management, LLC | 3,436 | $1.11M | 0.54% | +10+0.3% | Added |
| Sun Group Wealth Partners | 3,439 | $1.11M | 0.89% | +3,439 | New |
| apricus wealth, LLC | 3,443 | $1.11M | 0.57% | +130+3.9% | Added |
| Old North State Wealth Management, LLC | 3,435 | $1.11M | 0.52% | −117−3.3% | Reduced |
| Firestone Capital Management | 3,461 | $1.12M | 0.24% | −32−0.9% | Reduced |
| Themes Management Co LLC | 3,462 | $1.12M | 0.89% | +3,462 | New |
| Kahn Brothers Group Inc | 3,468 | $1.12M | 0.20% | +800+30.0% | Added |
| First Community Trust NA | 3,473 | $1.12M | 0.84% | +343+11.0% | Added |
| Murphy & Mullick Capital Management Corp | 3,477 | $1.12M | 0.81% | +512+17.3% | Added |
| Millennium Capital Advisors, LLC | 3,481 | $1.12M | 0.66% | +18+0.5% | Added |
| Ameriflex Group, Inc. | 3,481 | $1.12M | 0.58% | −2,825−44.8% | Reduced |
| Persium Advisors, LLC | 3,492 | $1.13M | 0.82% | +89+2.6% | Added |
| WJ Interests, LLC | 3,498 | $1.13M | 0.48% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3,499 | $1.13M | 0.37% | +323+10.2% | Added |
| Postrock Partners LLC | 3,502 | $1.13M | 0.49% | 00.0% | Unchanged |
| Griffith & Werner, Inc. | 3,508 | $1.13M | 0.58% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3,510 | $1.13M | 0.45% | +8+0.2% | Added |
| Endeavor Private Wealth, Inc. | 3,514 | $1.13M | 0.32% | +233+7.1% | Added |
| Carlson Financial, Inc. | 3,520 | $1.13M | 0.66% | +3,520 | New |
| Bright Futures Wealth Management, LLC. | 3,524 | $1.14M | 0.84% | +38+1.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $1.14M | 0.00% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 3,534 | $1.14M | 0.16% | +1,137+47.4% | Added |
| IVC Wealth Advisors LLC | 3,534 | $1.14M | 0.50% | +92+2.7% | Added |
| Northbridge Financial Group, LLC | 3,535 | $1.14M | 0.51% | +3,535 | New |
| KFG Wealth Management, LLC | 3,540 | $1.14M | 0.15% | +72+2.1% | Added |
| Flagstone Financial Management | 3,542 | $1.14M | 0.29% | −239−6.3% | Reduced |
| Washington Capital Management Inc | 3,545 | $1.14M | 0.93% | −5,500−60.8% | Reduced |
| Firethorn Wealth Partners, LLC | 3,545 | $1.14M | 0.43% | +115+3.4% | Added |
| Deseret Mutual Benefit Administrators | 3,549 | $1.14M | 0.49% | −164−4.4% | Reduced |
| Alpha Zero LLC | 3,554 | $1.15M | 0.63% | +39+1.1% | Added |
| Byrne Financial Freedom, LLC | 3,555 | $1.15M | 0.53% | +220+6.6% | Added |
| Whalen Wealth Management Inc. | 3,559 | $1.15M | 0.62% | +3,559 | New |
| Flaharty Asset Management, LLC | 3,561 | $1.15M | 0.14% | +255+7.7% | Added |
| Tilson Financial Group, Inc. | 3,564 | $1.15M | 0.35% | +189+5.6% | Added |
| Joule Financial, LLC | 3,566 | $1.15M | 0.34% | +169+5.0% | Added |
| KFA Private Wealth Group, LLC | 3,569 | $1.15M | 0.28% | +125+3.6% | Added |
| Trust Co of Oklahoma | 3,569 | $1.15M | 0.34% | +181+5.3% | Added |
| J. Derek Lewis & Associates Inc. | 3,572 | $1.15M | 0.27% | +3,572 | New |
| Puff Wealth Management, LLC | 3,537 | $1.15M | 1.49% | +29+0.8% | Added |
| Gouws Capital LLC | 3,573 | $1.15M | 0.61% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,576 | $1.15M | 0.84% | −41−1.1% | Reduced |
| Myriad Asset Management US LP | 3,577 | $1.15M | 1.93% | −9,195−72.0% | Reduced |
| 1776 Wealth LLC | 3,580 | $1.15M | 0.43% | +2+0.1% | Added |
| Mascoma Wealth Management LLC | 3,581 | $1.15M | 0.25% | +18+0.5% | Added |
| Cardinal Strategic Wealth Guidance | 3,591 | $1.16M | 0.30% | −524−12.7% | Reduced |
| South Shore Capital Advisors | 3,595 | $1.16M | 0.85% | +3,595 | New |
| Coastwise Capital Group, LLC | 3,597 | $1.16M | 0.58% | +8+0.2% | Added |
| Holland Advisory Services, Inc. | 3,599 | $1.16M | 1.56% | −124−3.3% | Reduced |
| Capital Squared Financial LLC | 3,607 | $1.16M | 0.91% | +102+2.9% | Added |
| William Mack & Associates, Inc. | 3,612 | $1.16M | 0.55% | −32−0.9% | Reduced |
| Stonekeep Investments, LLC | 3,612 | $1.16M | 0.74% | +11+0.3% | Added |
| Port Capital LLC | 3,627 | $1.17M | 0.05% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 3,627 | $1.17M | 0.55% | −66−1.8% | Reduced |
| Semus Wealth Partners LLC | 3,629 | $1.17M | 0.63% | +15+0.4% | Added |
| WealthSpring Partners, LLC | 3,630 | $1.17M | 1.20% | +3,630 | New |
| Invenio Wealth Partners LLC | 3,630 | $1.17M | 0.43% | −55−1.5% | Reduced |
| Meramec Financial Planners, LLC | 3,631 | $1.17M | 0.46% | +3,631 | New |
| Mayfair Advisory Group, LLC | 3,599 | $1.17M | 0.45% | −156−4.2% | Reduced |
| BNB Wealth Management, LLC | 3,649 | $1.18M | 0.76% | +3,649 | New |
| Hidden Cove Wealth Management, LLC | 3,651 | $1.18M | 0.76% | +180+5.2% | Added |
| Rise Advisors, LLC | 3,655 | $1.18M | 0.42% | −151−4.0% | Reduced |