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 |
|---|---|---|---|---|---|
| Salvus Wealth Management, LLC | 680 | $219.1K | 0.12% | +680 | New |
| Strategic Financial Partners, Ltd. | 681 | $219.7K | 0.10% | +13+1.9% | Added |
| Breachway Investments LLC | 682 | $219.7K | 0.23% | +682 | New |
| Primoris Wealth Advisors, LLC | 683 | $220.1K | 0.13% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 685 | $220.7K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 690 | $222.3K | 0.03% | +56+8.8% | Added |
| Beta Wealth Group, Inc. | 690 | $222.4K | 0.09% | +1+0.1% | Added |
| ODonnell Financial Services, LLC | 691 | $222.7K | 0.08% | −3−0.4% | Reduced |
| Michels Family Financial, LLC | 692 | $222.9K | 0.16% | +692 | New |
| Cedar Wealth Management, LLC | 692 | $223.0K | 0.07% | +641+1,256.9% | Added |
| Peak Financial Advisors LLC | 695 | $223.9K | 0.10% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 695 | $224.0K | 0.09% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 696 | $224.3K | 0.11% | +696 | New |
| Integrity Investment Advisors, LLC | 697 | $224.5K | 0.12% | +697 | New |
| Continental Investors Services, Inc. | 722 | $224.7K | 0.29% | +34+4.9% | Added |
| Creative Capital Management Investments LLC | 699 | $225.2K | 0.07% | +43+6.6% | Added |
| Forte Asset Management LLC | 700 | $225.6K | 0.10% | 00.0% | Unchanged |
| V2 Financial group LLC | 700 | $225.6K | 0.11% | 00.0% | Unchanged |
| Smith Partners Wealth Management, LLC | 700 | $225.6K | 0.21% | +700 | New |
| Quattro Advisors LLC | 701 | $225.8K | 0.18% | +701 | New |
| Heritage Family Offices, LLP | 704 | $226.8K | 0.10% | +704 | New |
| One Wealth Capital Management, LLC | 704 | $226.8K | 0.10% | −44−5.9% | Reduced |
| Planning Directions Inc | 705 | $227.1K | 0.11% | +4+0.6% | Added |
| Renaissance Investment Group LLC | 706 | $227.5K | 0.05% | 00.0% | Unchanged |
| BG Investment Services, Inc. | 706 | $227.6K | 0.20% | +24+3.5% | Added |
| Cornerstone Wealth Advisors, Inc. | 709 | $228.6K | 0.05% | +2+0.3% | Added |
| Wealth Group Ltd | 713 | $229.7K | 0.05% | +713 | New |
| Semitam Bonam LLC | 717 | $231.0K | 0.19% | 00.0% | Unchanged |
| CV Advisors LLC | 718 | $231.4K | 0.06% | +55+8.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 741 | $231.5K | 0.06% | 00.0% | Unchanged |
| MA Private Wealth | 721 | $232.3K | 0.04% | −379−34.5% | Reduced |
| Gray Private Wealth, LLC | 721 | $232.4K | 0.11% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 723 | $233.0K | 0.07% | +10+1.4% | Added |
| Navigoe, LLC | 726 | $233.0K | 0.14% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 724 | $233.3K | 0.08% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 725 | $233.6K | 0.25% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 726 | $233.8K | 0.09% | −61−7.8% | Reduced |
| Integras Partners LLC | 726 | $234.0K | 0.19% | −157−17.8% | Reduced |
| Mustico Financial Group, Inc. | 712 | $234.2K | 0.19% | +712 | New |
| Legacy Wealth Managment, LLC | 727 | $234.3K | 0.11% | +339+87.4% | Added |
| Three Seasons Wealth, LLC | 729 | $234.9K | 0.02% | +17+2.4% | Added |
| Fiscal Wisdom Wealth Management, LLC | 729 | $234.9K | 0.22% | −15−2.0% | Reduced |
| Providence Financial Advisors, LLC | 733 | $236.2K | 0.24% | 00.0% | Unchanged |
| Tidemark, LLC | 735 | $236.9K | 0.07% | −8−1.1% | Reduced |
| Ridgeline Wealth Planning, LLC | 736 | $237.2K | 0.17% | +736 | New |
| Professional Financial Solutions LLC | 738 | $237.8K | 0.22% | +738 | New |
| Blue Barn Wealth, LLC | 738 | $237.9K | 0.35% | −474−39.1% | Reduced |
| Chaney Capital Management, Inc. | 739 | $238.1K | 0.08% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 740 | $238.4K | 0.05% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 742 | $239.1K | 0.06% | +20+2.8% | Added |
| High Probability Advisors, LLC | 743 | $239.4K | 0.03% | 00.0% | Unchanged |
| Mason & Associates, LLC | 744 | $239.7K | 0.05% | +29+4.1% | Added |
| Westend Capital Management, LLC | 744 | $239.7K | 0.07% | +579+350.9% | Added |
| Petredis Investment Advisors LLC | 748 | $241.0K | 0.02% | 00.0% | Unchanged |
| Clark Estates Inc | 750 | $241.7K | 0.06% | 00.0% | Unchanged |
| Chico Wealth RIA | 751 | $242.0K | 0.16% | +751 | New |
| North Berkeley Wealth Management, LLC | 751 | $242.0K | 0.14% | −3−0.4% | Reduced |
| Capital Investment Services of America, Inc. | 751 | $242.0K | 0.02% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 753 | $242.7K | 0.45% | −1,124−59.9% | Reduced |
| Founders Capital Management, LLC | 754 | $243.0K | 0.04% | +47+6.6% | Added |
| Heritage Oak Wealth Advisors LLC | 757 | $243.9K | 0.09% | +63+9.1% | Added |
| Alpha Financial Advisors, LLC | 757 | $243.9K | 0.07% | +757 | New |
| Tran Capital Management, L.P. | 758 | $244.1K | 0.03% | +4+0.5% | Added |
| ORBA Wealth Advisors, L.L.C. | 758 | $244.2K | 0.21% | −295−28.0% | Reduced |
| Opes Wealth Management LLC | 759 | $244.5K | 0.04% | −22−2.8% | Reduced |
| Alongside, LLC | 759 | $244.7K | 0.08% | +759 | New |
| BAM Wealth Management, LLC | 762 | $245.5K | 0.18% | −23−2.9% | Reduced |
| Vienna Asset Management LLC | 763 | $245.9K | 0.14% | +763 | New |
| Northeast Planning Associates, Inc. | 764 | $246.2K | 0.17% | −5−0.7% | Reduced |
| Hudson Oak Wealth Advisory LLC | 764 | $246.2K | 0.22% | +764 | New |
| David J Yvars Group | 768 | $247.5K | 0.13% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 769 | $247.8K | 0.14% | −2−0.3% | Reduced |
| Fox Hill Wealth Management | 769 | $247.8K | 0.12% | +81+11.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 770 | $248.1K | 0.04% | −57−6.9% | Reduced |
| Andina Capital Management, LLC | 770 | $248.1K | 0.15% | +94+13.9% | Added |
| Lane Brothers & Co Inc | 771 | $248.4K | 0.18% | +771 | New |
| Elefante Mark B | 772 | $248.8K | 0.15% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 772 | $248.9K | 0.07% | +146+23.3% | Added |
| Boulder Wealth Advisors, LLC | 774 | $249.4K | 0.11% | +774 | New |
| Capstone Investment Advisors, LLC | 775 | $249.7K | 0.00% | −7,669−90.8% | Reduced |
| Sightline Wealth Advisors, LLC | 775 | $249.7K | 0.11% | −4−0.5% | Reduced |
| Donalies Financial Planning, LLC | 775 | $249.8K | 0.21% | +775 | New |
| Note Advisors, LLC | 828 | $250.1K | 0.13% | −130−13.6% | Reduced |
| Ofc Financial Planning, LLC | 777 | $250.4K | 0.24% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 778 | $250.7K | 0.00% | −617−44.2% | Reduced |
| Foronjy Financial LLC | 778 | $250.8K | 0.10% | −22−2.8% | Reduced |
| Peak Wealth Management LLC | 779 | $250.9K | 0.21% | +779 | New |
| Monument Group Wealth Advisors, LLC | 779 | $251.0K | 0.14% | 00.0% | Unchanged |
| Capital Developers, LLC | 779 | $251.0K | 0.22% | +779 | New |
| PVG Asset Management Corp | 780 | $251.3K | 0.53% | 00.0% | Unchanged |
| Goodman Financial Corp | 784 | $252.6K | 0.05% | +101+14.8% | Added |
| JMN Financial LLC | 785 | $252.9K | 0.25% | +785 | New |
| Clark Financial Services Group Inc | 761 | $254.2K | 0.14% | −22−2.8% | Reduced |
| Redwood Family Wealth LLC | 789 | $254.3K | 0.25% | +789 | New |
| Millington Financial Advisors, LLC | 789 | $254.3K | 0.11% | +25+3.3% | Added |
| Valued Wealth Advisors LLC | 791 | $255.0K | 0.11% | +92+13.2% | Added |
| Walleye Capital LLC | 792 | $255.2K | 0.00% | +792 | New |
| Quest 10 Wealth Builders, Inc. | 794 | $255.8K | 0.23% | −71−8.2% | Reduced |
| East Coast Asset Management, LLC. | 794 | $255.8K | 0.08% | −49−5.8% | Reduced |
| KDK Private Wealth Management, LLC | 795 | $256.3K | 0.22% | +795 | New |