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
- 5,155
- +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
- 2,155 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Unconventional Investor, LLC | 911 | $293.5K | 0.14% | −4−0.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 911 | $293.7K | 0.04% | −10−1.1% | Reduced |
| Financial Life Planners | 912 | $294.0K | 0.21% | +4+0.4% | Added |
| Avant Capital LLC | 914 | $294.6K | 0.20% | −47−4.9% | Reduced |
| Northwest Wealth Advisors, LLC | 917 | $295.3K | 0.23% | +917 | New |
| Comprehensive Money Management Services LLC | 917 | $295.5K | 0.20% | 00.0% | Unchanged |
| Manuka Financial, LLC | 918 | $295.7K | 0.18% | +270+41.7% | Added |
| Balanced Wealth Group LLC | 952 | $295.9K | 0.11% | +4+0.4% | Added |
| SpringVest Wealth Management LLC | 921 | $296.8K | 0.21% | +921 | New |
| Sterling Manor Financial, LLC | 922 | $297.1K | 0.19% | −88−8.7% | Reduced |
| Midwest Financial Group LLC | 922 | $297.1K | 0.13% | −7−0.8% | Reduced |
| Western Pacific Wealth Management, LP | 922 | $297.1K | 0.29% | −224−19.5% | Reduced |
| Veridan Wealth LLC | 925 | $298.0K | 0.10% | +4+0.4% | Added |
| Members Wealth LLC | 995 | $299.4K | 0.19% | +1+0.1% | Added |
| Curran Financial Partners, LLC | 930 | $299.6K | 0.06% | −177−16.0% | Reduced |
| Havemeyer Place LP | 930 | $299.7K | 0.06% | +930 | New |
| Ferguson Shapiro LLC | 930 | $299.8K | 0.09% | +4+0.4% | Added |
| GEM Asset Management, LLC | 919 | $300.5K | 0.13% | −51−5.3% | Reduced |
| Elevate Wealth Advisory, Inc | 934 | $300.9K | 0.21% | +14+1.5% | Added |
| ETF Store, Inc. | 936 | $301.6K | 0.31% | +66+7.6% | Added |
| Whitcomb & Hess, Inc. | 970 | $301.7K | 0.07% | −6−0.6% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 937 | $302.1K | 0.16% | +1+0.1% | Added |
| Synergy Financial Group, LTD | 938 | $302.2K | 0.21% | −39−4.0% | Reduced |
| Kennedy Capital Management, Inc. | 938 | $302.2K | 0.01% | 00.0% | Unchanged |
| Financial Harvest, LLC | 940 | $303.0K | 0.19% | +225+31.5% | Added |
| Freedom Financial Partners LLC | 942 | $303.5K | 0.11% | −282−23.0% | Reduced |
| Rock Point Advisors, LLC | 947 | $305.1K | 0.08% | +21+2.3% | Added |
| WealthTrak Capital Management LLC | 947 | $305.1K | 0.22% | +54+6.0% | Added |
| AtlasMark Financial, Inc | 950 | $306.1K | 0.20% | 00.0% | Unchanged |
| Oasis Advisors, LLC | 950 | $306.1K | 0.16% | +950 | New |
| TD Capital Management LLC | 952 | $306.8K | 0.03% | −109−10.3% | Reduced |
| Running Point Capital Advisors, LLC | 952 | $306.9K | 0.08% | +158+19.9% | Added |
| Financially in Tune, LLC | 954 | $307.4K | 0.29% | +954 | New |
| Austin Asset Management Co Inc | 955 | $307.7K | 0.05% | −73−7.1% | Reduced |
| Check Capital Management Inc | 955 | $307.7K | 0.02% | +1+0.1% | Added |
| Morningstar Investment Management LLC | 956 | $308.0K | 0.02% | −63,037−98.5% | Reduced |
| Uptown Financial Advisors LLC | 958 | $308.7K | 0.26% | −500−34.3% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 958 | $308.7K | 0.15% | +32+3.5% | Added |
| Unique Wealth, LLC | 958 | $308.7K | 0.04% | +71+8.0% | Added |
| Rachor Investment Advisory Services, LLC | 958 | $308.7K | 0.16% | +958 | New |
| Laidlaw Wealth Management LLC | 960 | $309.3K | 0.96% | −927−49.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $309.3K | 0.13% | −960−100.0% | Reduced |
| Opulen Financial Group LLC | 961 | $309.8K | 0.23% | +73+8.2% | Added |
| WealthCare Investment Partners, LLC | 954 | $310.7K | 0.09% | +53+5.9% | Added |
| Auxier Asset Management | 965 | $310.9K | 0.04% | −150−13.5% | Reduced |
| Equita Financial Network, Inc. | 965 | $310.9K | 0.09% | +75+8.4% | Added |
| Chase Investment Counsel Corp | 969 | $312.0K | 0.09% | −12−1.2% | Reduced |
| Westbourne Investments, Inc. | 970 | $312.6K | 0.15% | +16+1.7% | Added |
| Kropog Financial Group, LLC | 972 | $313.0K | 0.24% | +5+0.5% | Added |
| Synergy Investment Management, LLC | 972 | $313.1K | 0.11% | +229+30.8% | Added |
| Nautilus Advisors LLC | 972 | $313.3K | 0.20% | −123−11.2% | Reduced |
| Innovative Wealth Building LLC | 974 | $313.7K | 0.23% | +5+0.5% | Added |
| Fusion Family Wealth LLC | 975 | $314.3K | 0.02% | +1+0.1% | Added |
| AIFG Consultants Ltd. | 977 | $314.8K | 0.54% | −190−16.3% | Reduced |
| Rinkey Investments | 977 | $314.8K | 0.08% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 980 | $315.8K | 0.11% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 981 | $316.1K | 0.13% | +70+7.7% | Added |
| WFA of San Diego, LLC | 983 | $316.7K | 0.23% | −17−1.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 983 | $316.8K | 0.21% | −194−16.5% | Reduced |
| Boston Common Asset Management, LLC | 984 | $317.1K | 0.02% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 984 | $317.1K | 0.19% | +35+3.7% | Added |
| StoneCrest Wealth Management, Inc. | 985 | $317.4K | 0.13% | −12−1.2% | Reduced |
| Fogel Capital Management, Inc. | 985 | $317.4K | 0.15% | +985 | New |
| Reicon Wealth Advisors, LLC | 986 | $317.5K | 0.23% | +986 | New |
| WealthCollab, LLC | 986 | $317.7K | 0.13% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 990 | $319.0K | 0.50% | +990 | New |
| Fonville Wealth Management LLC | 991 | $319.3K | 0.07% | +160+19.3% | Added |
| Pettinga Financial Advisors, LLC | 991 | $319.3K | 0.06% | +288+41.0% | Added |
| Delap Wealth Advisory, LLC | 992 | $319.7K | 0.12% | +992 | New |
| First Wilshire Securities Management Inc | 993 | $320.0K | 0.08% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 993 | $320.0K | 0.23% | 00.0% | Unchanged |
| Gladius Capital Management LP | 993 | $320.0K | 0.40% | +993 | New |
| Financial Planning Navigators CORP | 996 | $320.9K | 0.15% | +996 | New |
| McGrath & Associates, Inc. | 996 | $320.9K | 0.46% | 00.0% | Unchanged |
| MLG Wealth Management DBA Pine Grove Financial Group | 998 | $321.6K | 0.04% | +998 | New |
| Northern Lights Advisors, Inc. | 999 | $321.9K | 0.22% | +999 | New |
| Coston, McIsaac & Partners | 1,000 | $322.0K | 0.07% | +24+2.5% | Added |
| Gruss & Co., LLC | 1,000 | $322.2K | 0.71% | −1,000−50.0% | Reduced |
| Cumberland Advisors Inc | 1,000 | $322.2K | 0.12% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 1,000 | $322.2K | 0.09% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 1,000 | $322.2K | 0.15% | +1,000 | New |
| URS Advisory LLC | 1,000 | $322.2K | 0.27% | +1,000 | New |
| Lifestyle Asset Management, Inc. | 1,004 | $323.5K | 0.11% | +1,004 | New |
| Center for Wealth Management Advisory | 1,009 | $325.0K | 0.24% | +1,009 | New |
| Tandem Investment Advisors, Inc. | 1,009 | $325.1K | 0.01% | −159−13.6% | Reduced |
| Catalyst Capital Advisors LLC | 1,011 | $325.8K | 0.01% | −1,161−53.5% | Reduced |
| Financial Guidance Group, Inc. | 1,011 | $325.8K | 0.13% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 1,011 | $326.1K | 0.17% | +1,011 | New |
| HRC Wealth Management, LLC | 1,012 | $326.1K | 0.16% | +25+2.5% | Added |
| Panoramic Investment Advisors, LLC | 1,013 | $326.3K | 0.18% | −18−1.7% | Reduced |
| PMG Wealth Management, Inc. | 1,013 | $326.4K | 0.24% | +88+9.5% | Added |
| Longview Financial Advisors LLC | 1,015 | $327.1K | 0.18% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 1,016 | $327.4K | 0.08% | +1,016 | New |
| Brickley Wealth Management | 1,018 | $328.0K | 0.06% | +8+0.8% | Added |
| Israel Discount Bank of New York | 1,019 | $328.3K | 0.89% | −580−36.3% | Reduced |
| Signal Tree Financial Partners LLC | 1,020 | $328.7K | 0.25% | −53−4.9% | Reduced |
| Cardinal Capital Management, Inc. | 745 | $329.3K | 0.01% | −199−21.1% | Reduced |
| Eastover Investment Advisors LLC | 1,022 | $329.3K | 0.14% | +42+4.3% | Added |
| Dash Acquisitions Inc. | 1,041 | $330.2K | 0.07% | −55−5.0% | Reduced |
| Conservest Capital Advisors, Inc. | 1,025 | $330.3K | 0.03% | −20−1.9% | Reduced |