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 |
|---|---|---|---|---|---|
| Annandale Capital, LLC | 1,026 | $331.0K | 0.05% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 1,029 | $331.5K | 0.11% | −57−5.2% | Reduced |
| SWP Financial LLC | 1,030 | $331.8K | 0.17% | +23+2.3% | Added |
| HFG Advisors, Inc. | 1,034 | $333.2K | 0.24% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,036 | $333.9K | 0.19% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 1,037 | $334.3K | 0.17% | +361+53.4% | Added |
| City Center Advisors, LLC | 1,037 | $334.3K | 0.31% | +22+2.2% | Added |
| Advisory Resource Group | 1,038 | $334.5K | 0.06% | +5+0.5% | Added |
| McGowan Group Asset Management, Inc. | 1,042 | $335.7K | 0.04% | −13−1.2% | Reduced |
| Baker Boyer National Bank | 1,045 | $336.7K | 0.10% | +82+8.5% | Added |
| Aurdan Capital Management, LLC | 1,045 | $336.7K | 0.10% | +98+10.3% | Added |
| PFS Partners, LLC | 1,045 | $336.8K | 0.15% | +56+5.7% | Added |
| Stack Financial Management, Inc | 1,046 | $337.1K | 0.03% | 00.0% | Unchanged |
| Rochester Wealth Strategies, LLC | 1,047 | $337.4K | 0.21% | −32−3.0% | Reduced |
| Lockerman Financial Group, Inc. | 1,048 | $337.7K | 0.65% | −2,089−66.6% | Reduced |
| Gallacher Capital Management LLC | 1,048 | $337.8K | 0.13% | +170+19.4% | Added |
| Alterna Wealth Management, Inc | 1,050 | $338.3K | 0.28% | −10−0.9% | Reduced |
| Zevin Asset Management LLC | 1,051 | $338.7K | 0.05% | −171−14.0% | Reduced |
| Jackson Wealth Management, LLC | 1,053 | $339.0K | 0.03% | −54−4.9% | Reduced |
| O'Connor Financial Group LLC | 1,139 | $339.1K | 0.14% | +10+0.9% | Added |
| Comprehensive Financial Management LLC | 1,053 | $339.3K | 0.01% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 1,045 | $340.1K | 0.20% | −65−5.9% | Reduced |
| Brio Consultants, LLC | 1,057 | $340.7K | 0.04% | +384+57.1% | Added |
| Howard Bailey Securities, LLC | 1,058 | $340.9K | 0.13% | −138−11.5% | Reduced |
| LPWM LLC | 1,060 | $341.6K | 0.09% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,061 | $341.9K | 0.05% | +1,061 | New |
| Lesa Sroufe & Co | 1,061 | $342.0K | 0.25% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,065 | $343.2K | 0.23% | 00.0% | Unchanged |
| Johnson Wealth Management, LLC | 1,066 | $343.5K | 0.17% | −48−4.3% | Reduced |
| Prossimo Advisors, LLC | 1,066 | $343.5K | 2.21% | +17+1.6% | Added |
| Veratis Advisors, Inc. | 1,125 | $343.5K | 0.27% | +1,125 | New |
| Epiq Partners, LLC | 1,068 | $344.1K | 0.16% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,069 | $344.3K | 0.18% | +9+0.8% | Added |
| John Boyer, Inc. | 1,068 | $344.5K | 0.35% | +5+0.5% | Added |
| Waratah Capital Advisors Ltd. | 1,071 | $345.1K | 0.03% | −38,044−97.3% | Reduced |
| Astra Wealth Partners LLC | 1,071 | $345.1K | 0.21% | −147−12.1% | Reduced |
| Verus Wealth Management, LLC | 1,073 | $345.7K | 0.32% | −200−15.7% | Reduced |
| United Financial Planning Group LLC | 1,075 | $346.4K | 0.21% | +45+4.4% | Added |
| WPG Advisers, LLC | 1,075 | $346.4K | 0.26% | +314+41.3% | Added |
| LiftPoint Family Wealth Advisors LLC | 1,080 | $348.0K | 0.30% | +1,080 | New |
| Boomfish Wealth Group, LLC | 1,083 | $348.9K | 0.19% | −366−25.3% | Reduced |
| Paragon Capital Management LLC | 1,086 | $349.9K | 0.18% | −139−11.3% | Reduced |
| Newton One Investments LLC | 1,086 | $349.9K | 0.10% | +5+0.5% | Added |
| New England Research & Management, Inc. | 1,089 | $350.9K | 0.15% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,089 | $350.9K | 0.15% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,091 | $351.6K | 0.11% | +35+3.3% | Added |
| USAdvisors Wealth Management, LLC | 1,093 | $352.0K | 0.12% | −7−0.6% | Reduced |
| Skyview Financial Group LLC | 1,094 | $352.6K | 0.36% | +1,094 | New |
| McClarren Financial Advisors, Inc. | 2,035 | $352.9K | 0.21% | +735+56.5% | Added |
| Reality Financial Planning Services, LLC | 1,103 | $355.4K | 0.34% | +1,103 | New |
| OMNI 360 Wealth, Inc. | 1,156 | $355.9K | 0.18% | +1+0.1% | Added |
| Warner Financial, Inc | 1,106 | $356.0K | 0.12% | 00.0% | Unchanged |
| HighRoad Wealth Advisors, LLC | 1,106 | $356.5K | 0.34% | +1,106 | New |
| Eagle Capital Management LLC | 1,109 | $357.3K | 0.00% | −164−12.9% | Reduced |
| Disciplined Investments, LLC | 1,109 | $357.3K | 0.14% | −11−1.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1,109 | $357.5K | 0.03% | +10+0.9% | Added |
| Heritage Wealth Architects, Inc. | 1,203 | $358.2K | 0.17% | +1,203 | New |
| Stonehearth Capital Management, LLC | 1,114 | $359.0K | 0.13% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,116 | $359.6K | 0.13% | 00.0% | Unchanged |
| William John Sempolinski | 1,116 | $359.6K | 0.18% | +1,116 | New |
| Landing Point Financial Group, LLC | 1,116 | $359.7K | 0.18% | +4+0.4% | Added |
| Jim Saulnier & Associates, LLC | 1,117 | $359.8K | 0.19% | +2+0.2% | Added |
| Master's Wealth Management Inc. | 1,118 | $360.3K | 0.13% | +1,118 | New |
| Claris Advisors, LLC | 1,118 | $360.3K | 0.11% | −11−1.0% | Reduced |
| truNorth Financial Services, Inc. | 1,119 | $360.5K | 0.39% | +1,119 | New |
| Pacific Sage Partners, LLC | 1,123 | $361.8K | 0.06% | +77+7.4% | Added |
| Cogent Strategic Wealth LLC | 1,216 | $362.0K | 0.39% | +1,216 | New |
| Covestor Ltd | 1,126 | $363.0K | 0.19% | −196−14.8% | Reduced |
| V. M. Manning & Co., Inc. | 1,128 | $363.6K | 0.37% | −73−6.1% | Reduced |
| Cordoba Advisory Partners LLC | 1,130 | $364.1K | 0.09% | +1,130 | New |
| Frontier Asset Management, LLC | 1,131 | $364.1K | 0.08% | +1,131 | New |
| Saudi Central Bank | 1,137 | $366.4K | 0.01% | −10−0.9% | Reduced |
| IAG Wealth Partners, LLC | 1,140 | $367.3K | 0.04% | 00.0% | Unchanged |
| JDH Wealth Management, LLC | 1,141 | $367.7K | 0.25% | 00.0% | Unchanged |
| Cascade Wealth Advisors, Inc | 1,224 | $368.1K | 0.17% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,143 | $368.4K | 0.09% | +181+18.8% | Added |
| Warner Group LLC | 1,144 | $368.6K | 0.23% | +1,144 | New |
| ACT Advisors, LLC. | 1,146 | $369.3K | 0.15% | +23+2.0% | Added |
| Flower City Capital | 1,147 | $369.6K | 0.19% | −64−5.3% | Reduced |
| FOCUS Wealth Advisors, LLC | 1,147 | $369.6K | 0.17% | +2+0.2% | Added |
| Websterrogers Financial Advisors, LLC | 1,147 | $369.8K | 0.11% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 1,150 | $370.4K | 0.26% | −16−1.4% | Reduced |
| DWR Wealth Management, LLC | 1,146 | $370.8K | 0.34% | +1,146 | New |
| Ballew Advisors, Inc | 1,195 | $371.5K | 0.21% | −34−2.8% | Reduced |
| Prairiewood Capital, LLC | 1,154 | $371.8K | 0.12% | −67−5.5% | Reduced |
| Bellwether Advisors, LLC | 1,155 | $372.2K | 0.06% | +35+3.1% | Added |
| Human Investing LLC | 1,155 | $372.2K | 0.05% | −43−3.6% | Reduced |
| Imprint Wealth LLC | 1,157 | $372.8K | 1.74% | −1,173−50.3% | Reduced |
| MTM Financial Group, LLC | 1,157 | $372.8K | 0.18% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1,158 | $373.0K | 0.24% | +916+378.5% | Added |
| Wrenne Financial Planning LLC | 1,159 | $373.5K | 0.15% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 1,160 | $373.9K | 0.07% | −8−0.7% | Reduced |
| Fermata Advisors, LLC | 1,161 | $374.0K | 0.09% | +56+5.1% | Added |
| Macroview Investment Management LLC | 1,162 | $374.4K | 0.26% | +204+21.3% | Added |
| Capital Asset Managemnet, LLC | 1,163 | $374.7K | 0.42% | +1,163 | New |
| Hanover Advisors Inc | 1,164 | $375.1K | 0.15% | −191−14.1% | Reduced |
| BLVD Private Wealth, LLC | 1,164 | $375.1K | 0.33% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 1,167 | $376.0K | 0.14% | +76+7.0% | Added |
| Daner Wealth Management, LLC | 1,181 | $376.0K | 0.23% | +60+5.4% | Added |
| Quad-Cities Investment Group, LLC | 1,167 | $376.1K | 0.16% | −3−0.3% | Reduced |