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 |
|---|---|---|---|---|---|
| Kondo Wealth Advisors, Inc. | 1,357 | $437.4K | 0.17% | −18−1.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,360 | $438.2K | 0.13% | −76−5.3% | Reduced |
| Schubert & Co | 1,362 | $438.9K | 0.35% | −63−4.4% | Reduced |
| Penobscot Wealth Management | 1,365 | $439.9K | 0.14% | +3+0.2% | Added |
| Life Planning Partners, Inc | 1,366 | $440.2K | 0.34% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1,367 | $440.6K | 0.38% | +1,367 | New |
| Asset Allocation Strategies LLC | 1,369 | $441.0K | 0.08% | +201+17.2% | Added |
| Entruity Wealth, LLC | 1,370 | $441.4K | 0.31% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 1,374 | $442.7K | 0.03% | −160−10.4% | Reduced |
| Zinnia Wealth Advisory, LLC | 1,374 | $442.7K | 0.48% | +1,374 | New |
| Avondale Wealth Management | 1,375 | $443.1K | 0.23% | 00.0% | Unchanged |
| SFM, LLC | 1,378 | $444.0K | 0.26% | +238+20.9% | Added |
| Oak Ridge Investments LLC | 1,379 | $444.3K | 0.03% | −239−14.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,383 | $445.6K | 0.32% | −1,000−42.0% | Reduced |
| Verity Asset Management, Inc. | 1,385 | $446.4K | 0.19% | +233+20.2% | Added |
| Crane Advisory, LLC | 1,376 | $446.5K | 0.07% | +85+6.6% | Added |
| Hoge Financial Services, LLC | 1,390 | $447.8K | 0.24% | +64+4.8% | Added |
| Marotta Asset Management | 1,390 | $447.9K | 0.08% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 1,392 | $448.5K | 0.30% | +227+19.5% | Added |
| Chelsea Counsel Co | 1,392 | $448.5K | 0.19% | −3−0.2% | Reduced |
| MGO Private Wealth, LLC | 1,393 | $448.9K | 0.28% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 1,398 | $450.5K | 0.26% | 00.0% | Unchanged |
| Traub Capital Management LLC | 1,399 | $450.7K | 0.43% | −9−0.6% | Reduced |
| Essential Planning, LLC. | 1,399 | $450.8K | 0.14% | +33+2.4% | Added |
| R Squared Ltd | 1,399 | $450.8K | 0.21% | +1,399 | New |
| Mad River Investors | 1,400 | $451.1K | 0.21% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 1,402 | $451.9K | 0.28% | 00.0% | Unchanged |
| Cooke Wealth Management, LLC | 1,468 | $452.0K | 0.39% | +1,468 | New |
| DeLarme Wealth Management, Inc. | 1,404 | $452.2K | 0.32% | +1,404 | New |
| Northern Capital Management, Inc. | 1,404 | $452.3K | 0.24% | −3−0.2% | Reduced |
| RMG Wealth Management LLC | 1,482 | $453.0K | 0.06% | −58−3.8% | Reduced |
| Eaton-Cambridge Inc. | 1,406 | $453.0K | 0.15% | +54+4.0% | Added |
| Redwood Financial Network Corp | 1,406 | $453.2K | 0.29% | +115+8.9% | Added |
| Dodds Wealth, LLC | 1,407 | $453.4K | 0.11% | −100−6.6% | Reduced |
| Lavaca Capital LLC | 1,407 | $453.4K | 0.08% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 1,407 | $453.4K | 0.08% | +157+12.6% | Added |
| Matthew Goff Investment Advisor, LLC | 1,408 | $453.6K | 0.08% | −50−3.4% | Reduced |
| Maryland Capital Advisors Inc. | 1,409 | $453.9K | 0.15% | +80+6.0% | Added |
| Live Oak Investment Partners | 1,409 | $454.0K | 0.28% | −15−1.1% | Reduced |
| G2 Capital Management, LLC | 1,410 | $454.2K | 0.11% | +30+2.2% | Added |
| Ade, LLC | 1,414 | $455.6K | 0.22% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 1,416 | $456.1K | 0.19% | +86+6.5% | Added |
| Oxbow Advisors, LLC | 1,417 | $456.7K | 0.04% | −14−1.0% | Reduced |
| Edmp, Inc. | 1,419 | $457.2K | 0.38% | −170−10.7% | Reduced |
| Warther Private Wealth, LLC | 1,423 | $458.5K | 0.11% | +139+10.8% | Added |
| Davidson Kahn Capital Management, LLC | 1,426 | $459.5K | 0.24% | +129+9.9% | Added |
| Clarus Wealth Advisors | 1,478 | $459.6K | 0.19% | +200+15.6% | Added |
| New England Professional Planning Group Inc. | 1,427 | $459.8K | 0.19% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,428 | $460.1K | 0.11% | −289−16.8% | Reduced |
| CenterStar Asset Management, LLC | 1,436 | $462.9K | 0.73% | +1,436 | New |
| Triune Financial Partners, LLC | 1,515 | $463.5K | 0.11% | −64−4.1% | Reduced |
| Pure Portfolios Holdings LLC | 1,442 | $464.6K | 0.14% | +15+1.1% | Added |
| Towerpoint Wealth, LLC | 1,443 | $464.9K | 0.18% | −13−0.9% | Reduced |
| OakTrust Wealth Advisors, LLC | 1,443 | $465.1K | 0.43% | +1,443 | New |
| RFG Holdings, Inc. | 1,446 | $466.1K | 0.12% | +130+9.9% | Added |
| Pathway Wealth Management LLC | 1,450 | $467.2K | 0.43% | +1,450 | New |
| Madrona Financial Services, LLC | 1,450 | $467.3K | 0.10% | −69−4.5% | Reduced |
| GK Wealth Management LLC | 1,453 | $468.4K | 0.34% | −158−9.8% | Reduced |
| Private Capital Advisors, Inc. | 1,457 | $469.5K | 0.05% | +7+0.5% | Added |
| Blue Zone Wealth Advisors, LLC | 1,461 | $470.8K | 0.09% | 00.0% | Unchanged |
| Trailhead Planners LLC | 1,461 | $470.8K | 0.46% | +1,461 | New |
| Valtinson Bruner Financial Planning LLC | 1,461 | $470.8K | 0.14% | −29−1.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,464 | $471.8K | 0.17% | +22+1.5% | Added |
| Front Street Capital Management, Inc. | 1,466 | $472.0K | 0.07% | −508−25.7% | Reduced |
| WorthPointe, LLC | 1,467 | $472.7K | 0.12% | +454+44.8% | Added |
| Brogan Financial, Inc. | 1,468 | $472.9K | 0.21% | −345−19.0% | Reduced |
| Mars Jewett Financial Group, Inc. | 1,521 | $472.9K | 0.14% | +1,521 | New |
| Englebert Financial Advisers, LLC | 1,469 | $473.3K | 0.54% | +1,469 | New |
| Heritage Wealth Management, Inc./Texas | 1,474 | $475.1K | 0.21% | +6+0.4% | Added |
| Capital Counsel LLC | 1,481 | $477.2K | 0.02% | 00.0% | Unchanged |
| ADG Wealth Management Group, LLC | 1,483 | $477.9K | 0.36% | +60+4.2% | Added |
| Demars Financial Group, LLC | 1,486 | $478.8K | 0.16% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,486 | $478.8K | 0.32% | −55−3.6% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 1,489 | $479.8K | 0.34% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,490 | $480.1K | 0.08% | −60−3.9% | Reduced |
| Ruedi Wealth Management, Inc. | 1,492 | $480.6K | 0.13% | −28−1.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,492 | $480.6K | 0.34% | −44−2.9% | Reduced |
| BankChampaign, National Association | 1,493 | $481.1K | 0.48% | +1,493 | New |
| Barnes Dennig Private Wealth Management LLC | 1,494 | $481.4K | 0.48% | +53+3.7% | Added |
| Freestate Advisors LLC | 1,494 | $481.6K | 0.39% | −32−2.1% | Reduced |
| Boyd Wealth Management, LLC | 1,498 | $482.7K | 0.20% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,499 | $483.0K | 0.07% | −3−0.2% | Reduced |
| Highlander Partners, L.P. | 1,500 | $483.3K | 0.17% | 00.0% | Unchanged |
| Stembrook Asset Management, LLC | 1,500 | $483.3K | 0.46% | +1,500 | New |
| Arta Finance Wealth Management LLC | 1,508 | $483.7K | 0.25% | +1,508 | New |
| Lighthouse Financial LLC | 1,502 | $484.0K | 0.32% | +35+2.4% | Added |
| EntryPoint Capital, LLC | 1,503 | $484.3K | 0.19% | +609+68.1% | Added |
| Clientfirst Wealth Management, LLC | 1,504 | $484.6K | 0.39% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,824 | $485.2K | 0.12% | +365+25.0% | Added |
| Kraematon Investment Advisors, Inc | 1,507 | $485.5K | 0.39% | +7+0.5% | Added |
| RS Crum Inc. | 1,507 | $485.6K | 0.10% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,511 | $486.9K | 0.20% | −3−0.2% | Reduced |
| Arq Wealth Advisors, LLC | 1,513 | $487.5K | 0.13% | −637−29.6% | Reduced |
| Sherbrooke Park Advisers LLC | 1,518 | $489.1K | 1.26% | +1,518 | New |
| Ascension Capital Advisors, Inc. | 1,520 | $489.8K | 0.17% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 1,524 | $491.1K | 0.09% | −1,151−43.0% | Reduced |
| Prospect Financial Services LLC | 1,524 | $491.1K | 0.28% | −23−1.5% | Reduced |
| BlueStem Wealth Partners, LLC | 1,525 | $491.4K | 0.05% | −126−7.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,527 | $492.0K | 0.29% | +18+1.2% | Added |
| 25 LLC | 1,527 | $492.1K | 0.16% | +66+4.5% | Added |