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 | 5,103 | $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 |
|---|---|---|---|---|---|
| Kagan Cocozza Asset Management | 1,532 | $493.6K | 0.35% | −91−5.6% | Reduced |
| Twin Tree Management, LP | 1,533 | $494.0K | 0.05% | +1,533 | New |
| Wealth Management Nebraska | 1,533 | $494.0K | 0.06% | +298+24.1% | Added |
| Warburton Capital Management, LLC | 1,539 | $495.0K | 0.28% | +114+8.0% | Added |
| Instrumental Wealth, LLC | 1,618 | $495.4K | 0.30% | +107+7.1% | Added |
| Bucket List Wealth Management, LLC | 1,538 | $495.8K | 0.30% | +1,538 | New |
| Mezzasalma Advisors, LLC | 1,525 | $496.4K | 0.12% | 00.0% | Unchanged |
| Able Wealth Management LLC | 1,659 | $496.6K | 0.16% | +145+9.6% | Added |
| Plotkin Financial Advisors, LLC | 1,549 | $499.1K | 0.24% | +49+3.3% | Added |
| ERn Financial, LLC | 1,549 | $499.1K | 0.09% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,549 | $499.2K | 0.15% | −90−5.5% | Reduced |
| Bourne Lent Asset Management Inc | 1,550 | $499.4K | 0.17% | 00.0% | Unchanged |
| Waystone Advisors LLC | 1,551 | $499.8K | 0.43% | +1,551 | New |
| NerdWallet Wealth Partners, LLC | 1,553 | $500.3K | 0.23% | −12−0.8% | Reduced |
| Seelaus Asset Management LLC | 1,554 | $500.7K | 0.40% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,559 | $502.3K | 0.07% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 1,562 | $503.0K | 0.04% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,566 | $505.0K | 0.02% | −5−0.3% | Reduced |
| ShoreHaven Wealth Partners, LLC | 1,567 | $505.0K | 0.18% | +44+2.9% | Added |
| Frederick Financial Consultants, LLC | 1,568 | $505.2K | 0.28% | +115+7.9% | Added |
| Fountainhead AM, LLC | 1,569 | $505.6K | 0.75% | −5,234−76.9% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,570 | $506.0K | 0.29% | +21+1.4% | Added |
| Vista Private Wealth Partners. LLC | 1,747 | $506.5K | 0.17% | 00.0% | Unchanged |
| Everest Management Corp. | 1,574 | $507.2K | 0.28% | −114−6.8% | Reduced |
| Freedom Day Solutions, LLC | 1,581 | $509.2K | 0.14% | −13−0.8% | Reduced |
| Wealth Quarterback LLC | 1,585 | $510.6K | 0.18% | +129+8.9% | Added |
| Belleair Asset Management, LLC | 1,585 | $510.7K | 0.49% | +1,585 | New |
| Lipe & Dalton | 1,585 | $511.0K | 0.25% | −80−4.8% | Reduced |
| Hobbs Group Advisors, LLC | 1,586 | $511.2K | 0.15% | +28+1.8% | Added |
| David R. Rahn & Associates Inc. | 1,587 | $511.4K | 0.12% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 1,702 | $512.3K | 0.57% | +1,702 | New |
| Townsend & Associates, Inc | 1,661 | $513.7K | 0.05% | +18+1.1% | Added |
| Trevian Wealth Management LLC | 1,596 | $514.2K | 0.24% | +9+0.6% | Added |
| Golden Road Advisors LLC | 1,596 | $514.3K | 0.29% | −718−31.0% | Reduced |
| Luken Investment Analytics, LLC | 1,599 | $515.2K | 0.20% | −586−26.8% | Reduced |
| Sage Financial Management Group, Inc. | 1,607 | $517.8K | 0.16% | +124+8.4% | Added |
| Granite FO LLC | 1,608 | $518.1K | 0.28% | −45−2.7% | Reduced |
| Strata Wealth Advisors, LLC | 1,610 | $518.9K | 0.14% | +36+2.3% | Added |
| Kendall Capital Management | 1,613 | $519.7K | 0.11% | +115+7.7% | Added |
| Berkshire Money Management, Inc. | 1,616 | $520.6K | 0.05% | +1,616 | New |
| Petix & Botte Co | 1,616 | $520.7K | 0.12% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,624 | $520.9K | 0.27% | +31+1.9% | Added |
| Pinnacle Financial Group, LLC | 1,619 | $521.8K | 0.15% | +136+9.2% | Added |
| Axim Planning & Wealth | 1,622 | $522.6K | 0.56% | −95−5.5% | Reduced |
| Solano Wealth Investment Advisors LLC | 1,626 | $523.9K | 0.26% | +1+0.1% | Added |
| Smith & Howard Wealth Management, LLC | 1,628 | $524.5K | 0.12% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 1,628 | $524.6K | 0.29% | −223−12.0% | Reduced |
| CMH Wealth Management LLC | 1,628 | $524.6K | 0.11% | +825+102.7% | Added |
| Yoder Wealth Management, Inc. | 1,629 | $524.9K | 0.24% | +43+2.7% | Added |
| Global Wealth Strategies & Associates | 1,630 | $525.2K | 0.13% | −125−7.1% | Reduced |
| Endowment Wealth Management, Inc. | 1,630 | $525.2K | 0.24% | +265+19.4% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,715 | $525.6K | 0.20% | +40+2.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,632 | $525.7K | 0.18% | −95−5.5% | Reduced |
| Trace Wealth Advisors, LLC | 1,632 | $525.9K | 0.38% | +101+6.6% | Added |
| Wealth Watch Advisors, INC | 1,638 | $527.8K | 0.20% | +529+47.7% | Added |
| CacheTech Inc. | 1,643 | $529.3K | 0.10% | +750+84.0% | Added |
| Safe Harbor Wealth Advisors, LLC | 1,749 | $529.4K | 0.51% | +1,749 | New |
| Integrated Capital Management, LLC | 1,648 | $531.1K | 0.23% | −76−4.4% | Reduced |
| CWC Advisors, LLC. | 1,650 | $531.7K | 0.26% | +51+3.2% | Added |
| Strategic Investment Solutions, Inc. | 1,653 | $532.8K | 0.13% | +1+0.1% | Added |
| CapitalatWork S.A. | – | $533.0K | 0.02% | – | – |
| American Institute for Advanced Investment Management, LLP | 1,675 | $533.2K | 0.34% | +37+2.3% | Added |
| Fearless Solutions, LLC dba Best Invest | 1,655 | $533.3K | 0.32% | −25−1.5% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 1,635 | $533.3K | 0.23% | +16+1.0% | Added |
| Cauble & Harre Wealth Management, Inc. | 1,658 | $534.2K | 0.45% | +1,658 | New |
| Prism Planning Partners LLC | 1,659 | $534.7K | 0.60% | +1,659 | New |
| Rockbridge Investment Management, LCC | 1,661 | $535.2K | 0.05% | −648−28.1% | Reduced |
| Kinloch Capital, LLC | 1,662 | $535.5K | 0.23% | −366−18.0% | Reduced |
| My Purposeful Wealth Corp. | 1,665 | $536.3K | 0.14% | +543+48.4% | Added |
| IMG Wealth Management, Inc. | 1,666 | $536.8K | 0.34% | +123+8.0% | Added |
| Fund Advisors of America Inc | 1,666 | $536.8K | 0.49% | +1,666 | New |
| Genesee Capital Advisors, LLC | 1,667 | $537.2K | 0.22% | +6+0.4% | Added |
| Blackston Financial Advisory Group, LLC | 1,668 | $537.4K | 0.33% | −141−7.8% | Reduced |
| IronBridge Private Wealth, LLC | 1,674 | $539.4K | 0.17% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 1,678 | $540.7K | 0.21% | +230+15.9% | Added |
| Walker Financial Services, Inc. | 1,679 | $541.1K | 0.20% | −95−5.4% | Reduced |
| Garner Asset Management Corp | 1,681 | $541.6K | 0.21% | +2+0.1% | Added |
| Capstone Wealth Management Group, LLC | 1,681 | $541.6K | 0.23% | +5+0.3% | Added |
| James Reed Financial Services, Inc. | 1,684 | $542.6K | 0.43% | +12+0.7% | Added |
| Nova R Wealth, Inc. | 1,689 | $544.1K | 0.20% | +27+1.6% | Added |
| Allie Family Office LLC | 1,691 | $544.9K | 0.25% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 1,804 | $546.0K | 0.24% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,698 | $547.0K | 0.08% | −12,605−88.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,700 | $547.6K | 0.18% | +4+0.2% | Added |
| Emissary Wealth LLC | 1,702 | $548.4K | 0.46% | +1,702 | New |
| Prota Financial, LLC | 1,703 | $548.7K | 0.40% | +1,703 | New |
| New Perspectives, Inc | 1,703 | $548.9K | 0.19% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,704 | $549.1K | 0.36% | −55−3.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,707 | $550.0K | 0.16% | −42−2.4% | Reduced |
| Guardian Capital, LLC | 1,709 | $550.7K | 0.49% | +1,709 | New |
| North Ridge Wealth Advisors, Inc. | 1,710 | $551.0K | 0.31% | −26−1.5% | Reduced |
| RM Financial Services, LLC | 1,711 | $551.3K | 0.49% | +1,711 | New |
| Selective Wealth Management, Inc. | 1,783 | $551.4K | 0.17% | −211−10.6% | Reduced |
| Cloud Capital Management, LLC | 1,713 | $552.0K | 0.26% | +682+66.1% | Added |
| Noble Family Wealth, LLC | 1,715 | $552.6K | 0.12% | 00.0% | Unchanged |
| Defender Capital, LLC. | 1,716 | $552.9K | 0.18% | +1,716 | New |
| Adamsbrown Wealth Consultants LLC | 1,716 | $553.0K | 0.15% | 00.0% | Unchanged |
| Storgate, LLC | 1,718 | $553.6K | 0.46% | +1,718 | New |
| Encompass Wealth Advisors, LLC | 1,719 | $553.7K | 0.19% | −245−12.5% | Reduced |
| Delta Wealth Advisors LLC | 1,719 | $553.9K | 0.46% | 00.0% | Unchanged |