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 |
|---|---|---|---|---|---|
| Arcus Capital Partners, LLC | 3,987 | $1.28M | 0.46% | +2,636+195.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,993 | $1.29M | 1.06% | −124−3.0% | Reduced |
| Hanlon Investment Management, Inc. | 3,997 | $1.29M | 0.71% | +437+12.3% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 4,000 | $1.29M | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,000 | $1.29M | 2.95% | +4,000 | New |
| Wendell David Associates Inc | 4,000 | $1.29M | 0.13% | 00.0% | Unchanged |
| Challenger Wealth Management | 4,001 | $1.29M | 0.98% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 4,015 | $1.29M | 0.34% | −701−14.9% | Reduced |
| Emerald Advisors, LLC | 4,021 | $1.30M | 0.18% | −10−0.2% | Reduced |
| Stephenson National Bank & Trust | 4,024 | $1.30M | 0.37% | −539−11.8% | Reduced |
| OneAscent Family Office, LLC | 4,025 | $1.30M | 0.88% | +1,343+50.1% | Added |
| Doheny Asset Management | 4,024 | $1.30M | 0.79% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,027 | $1.30M | 0.20% | −306−7.1% | Reduced |
| Financial Consulate, Inc | 4,028 | $1.30M | 0.18% | −1,483−26.9% | Reduced |
| Flagship Wealth Advisors, LLC | 4,033 | $1.30M | 0.38% | +10+0.2% | Added |
| Cascade Financial Partners, LLC | 4,034 | $1.30M | 0.13% | +122+3.1% | Added |
| Kingsman Wealth Management, Inc. | 4,038 | $1.30M | 0.70% | +165+4.3% | Added |
| Investment Advisory Group, LLC | 4,041 | $1.30M | 0.33% | −83−2.0% | Reduced |
| Peck Wealth Management, LLC | 4,052 | $1.31M | 1.23% | −500−11.0% | Reduced |
| Probity Advisors, Inc. | 4,071 | $1.31M | 0.21% | −8−0.2% | Reduced |
| Cultivar Capital, Inc. | 4,074 | $1.31M | 0.84% | +242+6.3% | Added |
| TSFG, LLC | 4,073 | $1.31M | 0.20% | +3+0.1% | Added |
| M3 Advisory Group, LLC | 4,075 | $1.31M | 0.80% | +55+1.4% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,092 | $1.32M | 0.97% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 4,093 | $1.32M | 0.56% | −436−9.6% | Reduced |
| Goldstein Advisors, LLC | 4,099 | $1.32M | 0.15% | −57−1.4% | Reduced |
| Michael B. Yongue | 4,101 | $1.32M | 0.91% | −20.0% | Reduced |
| Whelan Financial | 4,102 | $1.32M | 0.41% | −520−11.3% | Reduced |
| BridgePort Financial Solutions, LLC | 4,105 | $1.32M | 0.36% | −52−1.3% | Reduced |
| Single Point Partners, LLC | 4,111 | $1.32M | 0.26% | −61−1.5% | Reduced |
| Woodward Financial Advisors, Inc. | 4,111 | $1.32M | 0.50% | −42−1.0% | Reduced |
| Kaydan Wealth Management, Inc. | 4,111 | $1.32M | 0.38% | −7−0.2% | Reduced |
| Outlook Wealth Advisors, LLC | 4,114 | $1.33M | 0.30% | +766+22.9% | Added |
| Elm Partners Management LLC | 4,114 | $1.33M | 0.06% | +204+5.2% | Added |
| ORG Partners LLC | 4,117 | $1.33M | 0.23% | +499+13.8% | Added |
| Affinity Capital Advisors, LLC | 4,121 | $1.33M | 0.18% | +173+4.4% | Added |
| Operose Advisors LLC | 4,134 | $1.33M | 0.31% | −21−0.5% | Reduced |
| Sulzberger Capital Advisors, Inc. | 4,142 | $1.33M | 1.35% | −1,130−21.4% | Reduced |
| Alliance Wealth Advisors, LLC | 4,148 | $1.34M | 0.64% | −54−1.3% | Reduced |
| O'Brien Wealth Partners LLC | 4,148 | $1.34M | 0.18% | +3+0.1% | Added |
| Tevis Investment Management | 4,238 | $1.34M | 0.80% | 00.0% | Unchanged |
| Davidson Investment Advisors | 4,152 | $1.34M | 0.06% | +59+1.4% | Added |
| Elevated Financial Group LLC | 4,157 | $1.34M | 0.46% | +4,157 | New |
| Hardin Capital Partners, LLC | 4,161 | $1.34M | 0.63% | +212+5.4% | Added |
| Sage Private Wealth Group, LLC | 4,162 | $1.34M | 0.72% | −21−0.5% | Reduced |
| Elite Wealth Management, Inc. | 4,166 | $1.34M | 0.37% | +91+2.2% | Added |
| ISAM Funds (UK) Ltd | 4,166 | $1.34M | 0.48% | +4,166 | New |
| Landaas & Co | 4,171 | $1.34M | 0.30% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,173 | $1.34M | 0.08% | −2,005−32.5% | Reduced |
| Alliance Wealth Management Group | 4,173 | $1.34M | 0.30% | −65−1.5% | Reduced |
| Hassell Wealth Management, LLC | 4,304 | $1.34M | 0.45% | +10.0% | Added |
| Fourth Dimension Wealth, LLC | 4,174 | $1.35M | 0.49% | −53−1.3% | Reduced |
| Gemmer Asset Management LLC | 4,175 | $1.35M | 0.10% | −301−6.7% | Reduced |
| Arsenal Capital Advisors LLC | 4,179 | $1.35M | 0.95% | +4,179 | New |
| Narus Financial Partners, LLC | 4,188 | $1.35M | 0.37% | +81+2.0% | Added |
| Taylor Financial Group, Inc. | 4,192 | $1.35M | 0.79% | 00.0% | Unchanged |
| GGM Financials LLC | 4,196 | $1.35M | 0.66% | +13+0.3% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4,198 | $1.35M | 1.27% | +4,198 | New |
| Fiducient Advisors LLC | 4,200 | $1.35M | 0.17% | +402+10.6% | Added |
| Colter Lewis Investment Partners LLC | 4,201 | $1.35M | 1.57% | +4,201 | New |
| Bluesphere Advisors, LLC | 4,204 | $1.35M | 0.60% | +13+0.3% | Added |
| Towercrest Capital Management | 4,204 | $1.35M | 0.21% | −65−1.5% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 4,210 | $1.36M | 0.26% | +4,210 | New |
| Wealth Group, Ltd. | 4,215 | $1.36M | 1.32% | +4,215 | New |
| Cadent Capital Advisors, LLC | 4,229 | $1.36M | 0.36% | −20−0.5% | Reduced |
| Wayfinding Financial, LLC | 4,231 | $1.36M | 0.58% | −264−5.9% | Reduced |
| Lumbard & Kellner, LLC | 4,234 | $1.36M | 0.48% | +50+1.2% | Added |
| S.A. Mason LLC | 4,245 | $1.37M | 0.54% | +87+2.1% | Added |
| Summitry LLC | 4,248 | $1.37M | 0.06% | +362+9.3% | Added |
| New Vernon Investment Management LLC | 4,253 | $1.37M | 1.33% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 4,255 | $1.37M | 0.28% | 00.0% | Unchanged |
| GSG Advisors LLC | 4,256 | $1.37M | 0.35% | +36+0.9% | Added |
| Clearwater Capital Advisors, LLC | 4,256 | $1.37M | 0.11% | −144−3.3% | Reduced |
| Bravias Capital Group, LLC | 4,265 | $1.37M | 0.83% | +429+11.2% | Added |
| Ipsen Advisor Group LLC | 4,272 | $1.38M | 0.98% | −530−11.0% | Reduced |
| Independence Financial Advisors, LLC | 4,279 | $1.38M | 0.38% | +3,451+416.8% | Added |
| One Day In July LLC | 4,307 | $1.39M | 0.11% | +660+18.1% | Added |
| Proficio Capital Partners LLC | 4,309 | $1.39M | 0.10% | −371−7.9% | Reduced |
| Tripletail Wealth Management, LLC | 4,321 | $1.39M | 1.76% | +194+4.7% | Added |
| Reynders McVeigh Capital Management, LLC | 4,324 | $1.39M | 0.07% | −114−2.6% | Reduced |
| LWM Advisory Services, LLC | 4,337 | $1.40M | 0.82% | −1,068−19.8% | Reduced |
| Thomas Story & Son LLC | 4,340 | $1.40M | 0.52% | −72−1.6% | Reduced |
| Windsor Advisory Group, LLC | 4,342 | $1.40M | 1.25% | −273−5.9% | Reduced |
| Pacific Point Advisors, LLC | 4,345 | $1.40M | 0.75% | +522+13.7% | Added |
| Summit Wealth Partners, LLC | 4,346 | $1.40M | 0.26% | +10.0% | Added |
| Fca Corp | 4,358 | $1.40M | 0.40% | −23−0.5% | Reduced |
| Second Half Financial Partners, LLC | 4,373 | $1.41M | 0.63% | −56−1.3% | Reduced |
| California First Leasing Corp | 4,380 | $1.41M | 0.46% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 4,383 | $1.41M | 1.20% | +5+0.1% | Added |
| Fiduciary Financial Group, LLC | 4,385 | $1.41M | 0.20% | +476+12.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 4,387 | $1.41M | 0.30% | +868+24.7% | Added |
| GatePass Capital, LLC | 4,393 | $1.42M | 0.73% | −456−9.4% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 4,395 | $1.42M | 0.30% | +53+1.2% | Added |
| LeConte Wealth Management, LLC | 4,398 | $1.42M | 0.93% | +427+10.8% | Added |
| Borer Denton & Associates, Inc. | 4,404 | $1.42M | 0.48% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,406 | $1.42M | 1.25% | 00.0% | Unchanged |
| Vericrest Private Wealth | 4,407 | $1.42M | 1.26% | +4,407 | New |
| STAR Financial Bank | 4,415 | $1.42M | 0.73% | −1,348−23.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,420 | $1.42M | 0.25% | +281+6.8% | Added |
| Center For Asset Management LLC | 4,422 | $1.42M | 0.75% | +173+4.1% | Added |