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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 3,657 | $1.18M | 0.28% | +93+2.6% | Added |
| Lifeworks Advisors, LLC | 3,661 | $1.18M | 0.15% | +259+7.6% | Added |
| von Borstel & Associates, Inc. | 3,666 | $1.18M | 0.28% | −4,464−54.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,666 | $1.18M | 0.84% | −150−3.9% | Reduced |
| Custom Index Systems, LLC | 3,667 | $1.18M | 0.52% | −644−14.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,670 | $1.18M | 0.01% | −1,702−31.7% | Reduced |
| Tributary Capital Management, LLC | 3,670 | $1.18M | 0.12% | −100−2.7% | Reduced |
| White Lighthouse Investment Management Inc. | 3,673 | $1.18M | 0.17% | +1,977+116.6% | Added |
| Fulcrum Equity Management | 3,674 | $1.18M | 1.13% | +2,175+145.1% | Added |
| Planning Center, Inc. | 3,683 | $1.19M | 0.12% | +5+0.1% | Added |
| Dougherty Wealth Advisers LLC | 3,684 | $1.19M | 0.67% | 00.0% | Unchanged |
| BCM Advisors, LLC | 3,994 | $1.19M | 0.23% | −299−7.0% | Reduced |
| Disciplined Equity Management, Inc. | 3,693 | $1.19M | 0.62% | −70−1.9% | Reduced |
| Tranquilli Financial Advisor LLC | 3,698 | $1.19M | 0.69% | −14−0.4% | Reduced |
| Wilian Securities, LLC | 3,700 | $1.19M | 1.28% | +3,700 | New |
| Ecofi Investissements SA | 3,700 | $1.19M | 0.82% | 00.0% | Unchanged |
| Santori & Peters | 3,701 | $1.19M | 0.41% | +8+0.2% | Added |
| Lewis Asset Management, LLC | 3,704 | $1.19M | 0.49% | +141+4.0% | Added |
| Van Diest Capital, LLC | 3,712 | $1.20M | 1.78% | +3,712 | New |
| Compass Ion Advisors, LLC | 3,713 | $1.20M | 0.11% | −6−0.2% | Reduced |
| MFA Wealth Services | 3,719 | $1.20M | 0.81% | −366−9.0% | Reduced |
| TFB Advisors LLC | 3,723 | $1.20M | 0.34% | −24−0.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,724 | $1.20M | 0.23% | −323−8.0% | Reduced |
| Petra Financial Advisors Inc | 3,730 | $1.20M | 0.71% | +267+7.7% | Added |
| Prasad Wealth Partners, LLC | 3,736 | $1.20M | 0.32% | −71−1.9% | Reduced |
| Fiduciary Wealth Partners, LLC | 3,737 | $1.20M | 0.49% | −247−6.2% | Reduced |
| Litman Gregory Asset Management LLC | 3,738 | $1.20M | 0.09% | −57−1.5% | Reduced |
| Greenland Capital Management LP | 3,740 | $1.21M | 0.17% | +3,740 | New |
| Pandora Wealth, Inc. | 3,745 | $1.21M | 0.73% | −804−17.7% | Reduced |
| KDT Advisors, LLC | 3,747 | $1.21M | 1.69% | +35+0.9% | Added |
| Golden Reserve Retirement LLC | 3,750 | $1.21M | 0.22% | +3,750 | New |
| Mayport, LLC | 3,756 | $1.21M | 0.24% | −234−5.9% | Reduced |
| Per Stirling Capital Management, LLC. | 3,757 | $1.21M | 0.14% | −7−0.2% | Reduced |
| Clear Street Markets LLC | 3,758 | $1.21M | 0.22% | −605−13.9% | Reduced |
| Willis Johnson & Associates, Inc. | 3,765 | $1.21M | 0.07% | −526−12.3% | Reduced |
| Blue Rock Wealth Management LLC | 3,796 | $1.22M | 0.76% | −50−1.3% | Reduced |
| Hibernia Wealth Partners, LLC | 3,775 | $1.22M | 0.37% | +2,107+126.3% | Added |
| Parsonex Advisory Services, Inc. | 3,779 | $1.22M | 0.78% | −214−5.4% | Reduced |
| Gambit Capital Management, LLC | 3,782 | $1.22M | 0.87% | +3,782 | New |
| Safeguard Investment Advisory Group, LLC | 3,782 | $1.22M | 0.31% | −185−4.7% | Reduced |
| Coyle Financial Counsel LLC | 3,783 | $1.22M | 0.26% | +854+29.2% | Added |
| Harbor Group, Inc. | 3,783 | $1.22M | 0.18% | +18+0.5% | Added |
| Riversedge Advisors, LLC | 3,783 | $1.22M | 0.20% | −337−8.2% | Reduced |
| a16z Perennial Management, L.P. | 3,789 | $1.22M | 0.10% | +85+2.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,741 | $1.22M | 0.42% | −10−0.3% | Reduced |
| Summa Corp. | 3,800 | $1.22M | 0.53% | +200+5.6% | Added |
| DV Equities, LLC | 3,803 | $1.23M | 0.22% | +3,803 | New |
| Stonebridge Financial Group, LLC | 3,803 | $1.23M | 1.06% | +3,803 | New |
| Vawter Financial, Ltd. | 3,810 | $1.23M | 0.52% | +2+0.1% | Added |
| Eurizon SLJ Capital Ltd | 3,812 | $1.23M | 0.49% | +3,812 | New |
| Hilton Head Capital Partners, LLC | 3,813 | $1.23M | 0.72% | +3,813 | New |
| Watershed Private Wealth LLC | 3,816 | $1.23M | 0.37% | +75+2.0% | Added |
| Blue Bell Private Wealth Management, LLC | 3,817 | $1.23M | 0.18% | +7+0.2% | Added |
| LCM Capital Management Inc | 3,822 | $1.23M | 0.60% | −25−0.6% | Reduced |
| Granville Capital, Inc. | 3,832 | $1.23M | 0.66% | +3,832 | New |
| Goldstream Capital Management Ltd | 3,841 | $1.24M | 0.51% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,841 | $1.24M | 0.04% | −3,505−47.7% | Reduced |
| NCP Inc. | 3,850 | $1.24M | 1.00% | +131+3.5% | Added |
| Range Advisory, LLC | 3,851 | $1.24M | 0.32% | +3,851 | New |
| Tillman Hartley LLC | 3,857 | $1.24M | 0.31% | −121−3.0% | Reduced |
| Insight 2811, Inc. | 3,860 | $1.24M | 0.55% | +593+18.2% | Added |
| Dark Forest Capital Management LP | 3,867 | $1.25M | 0.06% | −24,790−86.5% | Reduced |
| Merrion Investment Management Co, LLC | 3,872 | $1.25M | 0.67% | −272−6.6% | Reduced |
| Saturna Capital CORP | 3,873 | $1.25M | 0.02% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 3,880 | $1.25M | 0.11% | +494+14.6% | Added |
| Tanager Wealth Management LLP | 3,883 | $1.25M | 0.12% | +251+6.9% | Added |
| Value Investment Professionals, LLC | 27,978 | $1.25M | 1.31% | +27,978 | New |
| Roberts Glore & Co Inc | 3,887 | $1.25M | 0.33% | −75−1.9% | Reduced |
| Clark & Stuart, Inc | 3,890 | $1.25M | 0.86% | −6−0.2% | Reduced |
| Cape Investment Advisory, Inc. | 3,915 | $1.26M | 0.39% | +1,157+42.0% | Added |
| Options Solutions, LLC | 3,900 | $1.26M | 0.89% | +2,000+105.3% | Added |
| North Capital, Inc. | 3,900 | $1.26M | 1.08% | +17+0.4% | Added |
| Francis Financial, Inc. | 3,903 | $1.26M | 0.25% | +545+16.2% | Added |
| Magnolia Capital Management Ltd | 3,905 | $1.26M | 0.94% | +330+9.2% | Added |
| Skba Capital Management LLC | 3,907 | $1.26M | 0.18% | −480−10.9% | Reduced |
| RWM Asset Management, LLC | 4,184 | $1.26M | 0.14% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,910 | $1.26M | 0.16% | +2+0.1% | Added |
| Market Street Wealth Management Advisors LLC | 3,919 | $1.26M | 0.20% | −3−0.1% | Reduced |
| Wimmer Associates 1, LLC | 3,920 | $1.26M | 0.59% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,929 | $1.27M | 0.05% | −74−1.8% | Reduced |
| Long Road Investment Counsel, LLC | 3,932 | $1.27M | 0.48% | +500+14.6% | Added |
| Riverview Trust Co | 3,936 | $1.27M | 1.53% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 3,939 | $1.27M | 0.38% | +71+1.8% | Added |
| Optivise Advisory Services LLC | 3,944 | $1.27M | 0.73% | +794+25.2% | Added |
| Avantra Family Wealth, Inc. | 3,948 | $1.27M | 0.92% | −9−0.2% | Reduced |
| City National Bank of Florida | 3,948 | $1.27M | 0.83% | +216+5.8% | Added |
| Shulman DeMeo Asset Management LLC | 3,950 | $1.27M | 0.29% | −26−0.7% | Reduced |
| Michael Brady & Co., LLC | 3,952 | $1.27M | 1.27% | +3,952 | New |
| Hopwood Financial Services, Inc. | 3,953 | $1.27M | 0.90% | −72−1.8% | Reduced |
| Fedenia Advisers LLC | 3,955 | $1.27M | 0.49% | −37−0.9% | Reduced |
| NBZ Investment Advisors LLC | 3,962 | $1.28M | 0.56% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 3,963 | $1.28M | 1.42% | +199+5.3% | Added |
| Warwick Investment Management, Inc. | 3,968 | $1.28M | 0.20% | +133+3.5% | Added |
| Cyr Financial Inc. | 3,970 | $1.28M | 0.80% | +81+2.1% | Added |
| PSI Advisors, LLC | 3,971 | $1.28M | 0.32% | +167+4.4% | Added |
| D.B. Root & Company, LLC | 3,978 | $1.28M | 0.31% | −77−1.9% | Reduced |
| Consilio Wealth Advisors, LLC | 3,983 | $1.28M | 0.38% | −63−1.6% | Reduced |
| Retirement Income Solutions, Inc | 3,984 | $1.28M | 0.22% | −147−3.6% | Reduced |
| Ardent Capital Management, Inc. | 3,984 | $1.28M | 0.51% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 3,987 | $1.28M | 0.62% | +2+0.1% | Added |