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; 5,157 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Anfield Capital Management, LLC | 352 | $113.4K | 0.04% | +40+12.8% | Added |
| Virtus ETF Advisers LLC | 360 | $116.0K | 0.05% | −1,589−81.5% | Reduced |
| Bare Financial Services, Inc | 361 | $116.3K | 0.03% | +3+0.8% | Added |
| Sofos Investments, Inc. | 362 | $116.6K | 0.02% | −97−21.1% | Reduced |
| Kilter Group LLC | 367 | $118.3K | 0.05% | −3−0.8% | Reduced |
| Pingora Partners LLC | 375 | $120.8K | 0.07% | −20−5.1% | Reduced |
| Robinswood Financial LLC | 377 | $121.8K | 0.04% | 00.0% | Unchanged |
| Paladin Partners, LLC | 385 | $124.1K | 0.09% | +385 | New |
| Abound Financial, LLC | 394 | $126.9K | 0.05% | +394 | New |
| Red Tortoise LLC | 412 | $132.8K | 0.06% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 424 | $136.6K | 0.01% | +18+4.4% | Added |
| Inlight Wealth Management, LLC | 427 | $137.6K | 0.05% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 430 | $138.6K | 2.01% | −167−28.0% | Reduced |
| Miller Wealth Advisors, LLC | 430 | $138.6K | 0.05% | 00.0% | Unchanged |
| Keewaydin Investments LLC | 462 | $148.9K | 0.04% | +462 | New |
| Islay Capital Management, LLC | 465 | $149.8K | 0.09% | 00.0% | Unchanged |
| Curio Wealth, LLC | 459 | $151.2K | 0.05% | +79+20.8% | Added |
| Sfam, LLC | 474 | $152.7K | 0.14% | +474 | New |
| Vermillion & White Wealth Management Group, LLC | 510 | $153.4K | 0.08% | +43+9.2% | Added |
| Sarver Vrooman Wealth Advisors | 476 | $153.4K | 0.10% | −104−17.9% | Reduced |
| IFC & Insurance Marketing, Inc. | 485 | $156.0K | 0.15% | +485 | New |
| Lloyd Advisory Services, LLC. | 488 | $157.2K | 0.06% | −727−59.8% | Reduced |
| Davis Capital Management | 494 | $159.3K | 0.11% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 496 | $159.8K | 0.02% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 498 | $160.8K | 0.16% | +498 | New |
| Strategic Wealth Advisors LLC | 502 | $161.0K | 0.14% | +502 | New |
| Motiv8 Investments LLC | 520 | $168.0K | 0.09% | +520 | New |
| Horrell Capital Management, Inc. | 547 | $176.3K | 0.08% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 563 | $181.4K | 0.01% | −20−3.4% | Reduced |
| Copia Wealth Management | 568 | $183.0K | 0.13% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 570 | $183.7K | 0.16% | 00.0% | Unchanged |
| Standard Family Office LLC | 576 | $185.6K | 0.20% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 576 | $185.6K | 0.19% | +2+0.3% | Added |
| NorthAvenue LLC | 583 | $187.9K | 0.16% | +583 | New |
| West Financial Advisors, LLC | 585 | $188.5K | 0.03% | +19+3.4% | Added |
| GF Fund Management Co. Ltd. | 586 | $188.8K | 0.00% | +586 | New |
| Howard Hughes Medical Institute | 588 | $189.5K | 0.11% | −3−0.5% | Reduced |
| eCIO, Inc. | 589 | $189.8K | 0.09% | −178−23.2% | Reduced |
| Merited Wealth, LLC | 590 | $190.1K | 0.18% | +590 | New |
| Stelac Advisory Services LLC | 590 | $190.1K | 0.07% | −3−0.5% | Reduced |
| Advocate Investing Services LLC | 599 | $193.0K | 0.17% | +599 | New |
| MidAtlantic Capital Management, Inc. | 600 | $193.3K | 0.12% | +600 | New |
| Basso Capital Management, L.P. | 604 | $194.6K | 0.12% | 00.0% | Unchanged |
| Tobam | 608 | $196.0K | 0.05% | +35+6.1% | Added |
| Bayforest Capital Ltd | 611 | $196.9K | 0.15% | +611 | New |
| Affinity Wealth LLC | 614 | $197.8K | 0.14% | +614 | New |
| Droms Strauss Advisors Inc | 622 | $200.3K | 0.05% | +622 | New |
| C2C Wealth Management, LLC | 622 | $200.4K | 0.17% | +622 | New |
| Hyperion Capital Advisors LP | 624 | $201.1K | 0.10% | +624 | New |
| True Wealth Design, LLC | 625 | $201.4K | 0.06% | +100+19.0% | Added |
| Ellis Investment Partners, LLC | 626 | $201.7K | 0.04% | +626 | New |
| Valley Forge Investment Consultants Inc Adv | 626 | $201.8K | 0.06% | −35−5.3% | Reduced |
| Resolute Capital, LLC | 627 | $202.0K | 0.08% | +627 | New |
| Ted Buchan & Co | 628 | $202.4K | 0.07% | −47−7.0% | Reduced |
| Barry Investment Advisors, LLC | 629 | $202.6K | 0.05% | −625−49.8% | Reduced |
| Graetz Wealth LLC | 630 | $203.1K | 0.18% | +630 | New |
| Mendota Financial Group, LLC | 631 | $203.3K | 0.15% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 633 | $203.9K | 0.03% | +633 | New |
| BetterWealth, LLC | 633 | $204.0K | 0.05% | −42−6.2% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 634 | $204.6K | 0.09% | +634 | New |
| Pinnacle Family Advisors, LLC | 637 | $205.3K | 0.09% | +637 | New |
| Arcadia Investment Management Corp | 640 | $206.2K | 0.03% | −1,459−69.5% | Reduced |
| Collar Capital Management, LLC | 641 | $206.5K | 0.14% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 642 | $207.0K | 0.04% | 00.0% | Unchanged |
| Brighton Securities Corp. | 643 | $207.0K | 0.10% | −81−11.2% | Reduced |
| Aegis Wealth Management, Inc. | 643 | $207.3K | 0.16% | +643 | New |
| Signature Resources Capital Management, LLC | 643 | $207.3K | 0.10% | +30+4.9% | Added |
| Castellan Group, LLC | 644 | $207.5K | 0.03% | +644 | New |
| Mason Investment Advisory Services, Inc. | 645 | $207.8K | 0.01% | +645 | New |
| Financial Futures Ltd Liability Co. | 645 | $207.8K | 0.10% | +10+1.6% | Added |
| Rakuten Securities, Inc. | 646 | $208.2K | 0.07% | −794−55.1% | Reduced |
| Lifetime Wealth Management P.C. | 647 | $208.5K | 0.13% | +647 | New |
| SK Wealth Management, LLC | 681 | $208.6K | 0.06% | −30−4.2% | Reduced |
| Johnson Bixby & Associates, LLC | 648 | $208.8K | 0.03% | +648 | New |
| Evolution Advisers, Inc. | 651 | $209.0K | 0.09% | 00.0% | Unchanged |
| Trinity Wealth Management, LLC | 652 | $210.1K | 0.08% | +4+0.6% | Added |
| Carderock Capital Management Inc | 654 | $210.7K | 0.05% | −14−2.1% | Reduced |
| Sound Stewardship, LLC | 655 | $211.0K | 0.10% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 655 | $211.1K | 0.06% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 655 | $211.1K | 0.21% | +655 | New |
| Three Cord True Wealth Management, LLC | 655 | $211.1K | 0.12% | +655 | New |
| Exit Wealth Advisors, LLC. | 657 | $211.7K | 0.13% | +657 | New |
| Penney Financial, LLC | 658 | $212.0K | 0.08% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 659 | $212.2K | 0.12% | +659 | New |
| Evolution Wealth Management Inc. | 659 | $212.3K | 0.18% | +290+78.6% | Added |
| Align Financial, LLC | 212,369 | $212.4K | 0.12% | +212,369 | New |
| Penbrook Management LLC | 660 | $212.7K | 0.15% | 00.0% | Unchanged |
| Chatterton & Associates Inc. | 663 | $213.6K | 0.18% | +663 | New |
| Aspire Capital Advisors LLC | 668 | $215.2K | 0.05% | −72−9.7% | Reduced |
| Provenance Wealth Advisors, LLC | 668 | $215.2K | 0.02% | −1,276−65.6% | Reduced |
| ClearAlpha Technologies LP | 668 | $215.2K | 0.61% | +668 | New |
| Guardian Wealth Management, Inc. | 670 | $216.0K | 0.13% | −1−0.1% | Reduced |
| Somerset Group LLC | 661 | $216.1K | 0.16% | 00.0% | Unchanged |
| Tepp RIA, LLC | 672 | $216.5K | 0.21% | 00.0% | Unchanged |
| Argo Wealth Advisory, LLC | 672 | $216.7K | 0.13% | +672 | New |
| Treasure Coast Financial Planning | 673 | $216.9K | 0.12% | −180−21.1% | Reduced |
| Greenhouse Wealth Management, LLC | 675 | $217.5K | 0.13% | 00.0% | Unchanged |
| Kaufman Rossin Wealth, LLC | 676 | $217.9K | 0.11% | +11+1.7% | Added |
| Torrey Growth & Income Advisors | 677 | $218.2K | 0.08% | +39+6.1% | Added |
| Foundry Financial Group, Inc. | 678 | $218.5K | 0.11% | +678 | New |