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 |
|---|---|---|---|---|---|
| Blue Water Asset Management | 1,169 | $376.7K | 0.14% | +1,169 | New |
| Clayton Financial Group LLC | 1,170 | $377.0K | 0.19% | +865+283.6% | Added |
| Sicart Associates LLC | 1,172 | $377.6K | 0.10% | 00.0% | Unchanged |
| Daviman Financial, LLC | 1,175 | $378.7K | 0.22% | +1,175 | New |
| Sentinel Pension Advisors Inc | 1,176 | $378.9K | 0.06% | +378+47.4% | Added |
| Satovsky Asset Management LLC | 1,179 | $379.8K | 0.07% | +6+0.5% | Added |
| Financial Advisory Corp | 1,179 | $379.9K | 0.06% | +1+0.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,182 | $380.9K | 0.02% | +631+114.5% | Added |
| New Harbor Financial Group, LLC | 1,186 | $382.2K | 0.07% | 00.0% | Unchanged |
| PMG Family Office LLC | 1,187 | $382.5K | 0.44% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,188 | $382.8K | 0.11% | 00.0% | Unchanged |
| Twinbeech Capital LP | 1,188 | $382.8K | 0.03% | +1,188 | New |
| Hubbell Strickland Wealth Management, LLC | 1,188 | $382.9K | 0.15% | +2+0.2% | Added |
| Bullseye Investment Management, LLC | 1,190 | $383.4K | 0.20% | −198−14.3% | Reduced |
| Tribridge Partners Financial LLC | 1,191 | $383.8K | 0.16% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,193 | $384.5K | 0.06% | +21+1.8% | Added |
| Targeted Financial Services LLC | 1,194 | $384.7K | 0.33% | +1,194 | New |
| Rainey & Randall Investment Management Inc. | 1,195 | $385.0K | 0.06% | +2+0.2% | Added |
| TPG Financial Advisors, LLC | 1,204 | $388.0K | 0.13% | +104+9.5% | Added |
| Pinney & Scofield, Inc. | 1,208 | $389.2K | 0.22% | +149+14.1% | Added |
| Rayburn West Financial Services LLC | 1,210 | $389.9K | 0.24% | +1,210 | New |
| Austin Wealth Management, LLC | 1,183 | $390.1K | 0.06% | +102+9.4% | Added |
| Kure Advisory, LLC | 1,212 | $390.5K | 0.22% | +248+25.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,213 | $390.9K | 0.08% | −26−2.1% | Reduced |
| Vestia Personal Wealth Advisors | 1,294 | $391.0K | 0.20% | +34+2.7% | Added |
| LRT Capital Management, LLC | 1,214 | $391.2K | 0.34% | −5,112−80.8% | Reduced |
| Prentiss Smith & Co Inc | 1,214 | $391.2K | 0.23% | 00.0% | Unchanged |
| Northland Securities, Inc. | 1,214 | $391.2K | 0.38% | +1,214 | New |
| Stone House Investment Management, LLC | 1,217 | $392.3K | 0.06% | +86+7.6% | Added |
| Brown Financial Advisory | 1,219 | $392.7K | 0.20% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 1,221 | $393.3K | 0.28% | +1,221 | New |
| Halter Ferguson Financial Inc. | 1,225 | $394.6K | 0.09% | +86+7.6% | Added |
| Paul R. Ried Financial Group, LLC | 1,225 | $394.7K | 0.19% | +130+11.9% | Added |
| Precision Wealth Strategies, LLC | 1,227 | $395.4K | 0.13% | +49+4.2% | Added |
| Grantvest Financial Group LLC | 1,241 | $400.0K | 0.26% | +1+0.1% | Added |
| Kelman-Lazarov, Inc. | 1,244 | $401.0K | 0.06% | +11+0.9% | Added |
| Gibson Capital, LLC | 1,255 | $404.4K | 0.07% | −104−7.7% | Reduced |
| APCM Wealth Management for Individuals | 1,255 | $404.4K | 0.05% | +92+7.9% | Added |
| AdviceOne Advisory Services, LLC | 1,257 | $405.0K | 0.24% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 1,261 | $406.0K | 0.15% | +17+1.4% | Added |
| MPS Loria Financial Planners, LLC | 1,262 | $406.6K | 0.10% | +2+0.2% | Added |
| CDKV Holdings LLC | 1,262 | $406.6K | 0.35% | +1,262 | New |
| Helium Advisors LLC | 1,262 | $406.8K | 0.41% | −551−30.4% | Reduced |
| Mustard Seed Financial, LLC | 1,263 | $406.9K | 0.26% | −313−19.9% | Reduced |
| West Chester Capital Advisors, Inc | 1,263 | $407.0K | 0.24% | −94−6.9% | Reduced |
| Flagship Private Wealth, LLC | 1,263 | $407.1K | 0.16% | −94−6.9% | Reduced |
| Capstone Wealth Management, LLC | 1,265 | $407.6K | 0.30% | +38+3.1% | Added |
| Lakeside Advisors, INC. | 1,266 | $407.9K | 0.26% | +1+0.1% | Added |
| VanderPol Investments L.L.C. | 1,268 | $408.6K | 0.78% | +28+2.3% | Added |
| Richardson Capital Management LLC | 1,269 | $408.9K | 0.21% | +8+0.6% | Added |
| Axiom Financial Strategies, LLC | 1,270 | $409.2K | 0.17% | −85−6.3% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,270 | $409.3K | 0.21% | +149+13.3% | Added |
| Enzi Wealth | 1,330 | $409.5K | 0.14% | +4+0.3% | Added |
| Avise Financial Cooperative, Inc. | 1,271 | $409.5K | 0.37% | +1,271 | New |
| Orgel Wealth Management, LLC | 1,273 | $410.2K | 0.01% | +158+14.2% | Added |
| FMB Wealth Management | 1,276 | $411.1K | 0.16% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 1,276 | $411.2K | 0.20% | −29−2.2% | Reduced |
| Capital Markets Trading UK LLP | 1,280 | $412.0K | 0.50% | +230+21.9% | Added |
| Cathy Pareto & Associates, Inc | 1,278 | $412.0K | 0.29% | −3−0.2% | Reduced |
| Concentrum Wealth Management | 1,283 | $413.4K | 0.12% | −4−0.3% | Reduced |
| Strategic Financial Concepts, LLC | 1,284 | $413.6K | 0.38% | −1,605−55.6% | Reduced |
| Winter & Associates, Inc. | 1,285 | $414.0K | 0.38% | +1,285 | New |
| Leslie Global Wealth, LLC | 1,286 | $414.4K | 0.19% | +20+1.6% | Added |
| Sankala Group LLC | 1,381 | $414.7K | 0.33% | +1,381 | New |
| TABR Capital Management, LLC | 1,289 | $415.3K | 0.28% | +1,289 | New |
| Williams & Novak, LLC | 1,290 | $415.5K | 0.31% | +91+7.6% | Added |
| Dentgroup LLC | 1,290 | $415.7K | 0.29% | +2+0.2% | Added |
| Independence Wealth Advisors, LLC | 1,294 | $417.0K | 0.23% | +1,294 | New |
| Sage Capital Management, LLC | 1,294 | $417.0K | 0.19% | +4+0.3% | Added |
| Kelly Financial Group LLC | 1,297 | $418.0K | 0.11% | +11+0.9% | Added |
| Good Steward Wealth Advisors,LLC | 1,298 | $418.2K | 0.28% | −161−11.0% | Reduced |
| Park Circle Co | 1,300 | $418.9K | 0.38% | 00.0% | Unchanged |
| Sacks & Associates, LLC | 1,300 | $418.9K | 0.31% | +1,300 | New |
| WPWealth LLP | 1,301 | $419.1K | 0.07% | +154+13.4% | Added |
| Liberty Square Wealth Partners LLC | 1,303 | $420.0K | 0.12% | 00.0% | Unchanged |
| Perissos Private Wealth Management, LLC | 1,305 | $420.4K | 0.36% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 1,305 | $420.5K | 0.26% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,310 | $422.1K | 0.30% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,316 | $424.2K | 0.40% | +1,316 | New |
| Quartz Partners, LLC | 1,318 | $424.6K | 0.16% | −318−19.4% | Reduced |
| Valued Retirements, Inc. | 1,319 | $425.1K | 0.42% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,321 | $425.6K | 0.31% | −73−5.2% | Reduced |
| L.K. Benson & Company, P.C. | 1,325 | $426.8K | 0.21% | +1,325 | New |
| Geometric Wealth Advisors | 1,325 | $426.9K | 0.05% | +59+4.7% | Added |
| Harborfront Financial Group LLC | 1,325 | $427.1K | 3.18% | +1,325 | New |
| Tumwater Wealth Management, LLC | 1,327 | $427.6K | 0.17% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,382 | $428.2K | 0.16% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,541 | $428.4K | 0.33% | +219+16.6% | Added |
| Avos Capital Management, LLC | 1,331 | $428.9K | 0.19% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 1,332 | $429.2K | 0.15% | +87+7.0% | Added |
| Acorn Financial Advisory Services Inc | 1,334 | $429.8K | 0.06% | −18−1.3% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,336 | $430.5K | 0.44% | −23−1.7% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 1,339 | $431.5K | 0.09% | +1,339 | New |
| Integrity Wealth Solutions LLC | 1,341 | $432.0K | 0.17% | +1+0.1% | Added |
| Paragon Financial Partners, Inc. | 1,344 | $432.9K | 0.27% | +1+0.1% | Added |
| Yeomans Consulting Group, Inc. | 1,345 | $433.4K | 0.13% | −54−3.9% | Reduced |
| Harbour Investment Management LLC | 1,345 | $433.4K | 0.23% | 00.0% | Unchanged |
| Pura Vida Investments, LLC | 1,350 | $435.0K | 1.63% | +1,350 | New |
| Silverberg Bernstein Capital Management LLC | 1,354 | $436.3K | 0.25% | 00.0% | Unchanged |
| Valpey Financial Services, LLC | 1,357 | $437.3K | 0.28% | +17+1.3% | Added |