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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 77,436 | $25.0M | 0.87% | −2,011−2.5% | Reduced |
| JB Capital LLC | 77,427 | $24.9M | 1.02% | +542+0.7% | Added |
| Arbejdsmarkedets Tillaegspension | 77,398 | $24.9M | 0.64% | +77,398 | New |
| BTC Capital Management, Inc. | 77,156 | $24.9M | 1.74% | −1,260−1.6% | Reduced |
| Charter Trust Co | 77,176 | $24.9M | 1.44% | −1,186−1.5% | Reduced |
| Ledyard National Bank | 76,878 | $24.8M | 2.13% | −2,544−3.2% | Reduced |
| Dnca Finance | 76,714 | $24.7M | 1.43% | +1,535+2.0% | Added |
| Skopos Labs, Inc. | 76,172 | $24.7M | 1.14% | +28,825+60.9% | Added |
| Sagespring Wealth Partners, LLC | 76,525 | $24.7M | 0.45% | +774+1.0% | Added |
| Covea Finance | 76,500 | $24.6M | 0.81% | −27,700−26.6% | Reduced |
| CCM Investment Advisers LLC | 75,942 | $24.5M | 2.34% | −229−0.3% | Reduced |
| Advisors Asset Management, Inc. | 75,912 | $24.5M | 0.41% | +4,494+6.3% | Added |
| Ethic Inc. | 75,697 | $24.4M | 0.38% | +7,995+11.8% | Added |
| Rbo & Co LLC | 75,451 | $24.3M | 3.87% | −86−0.1% | Reduced |
| Palisade Asset Management, LLC | 75,437 | $24.3M | 2.37% | −3,002−3.8% | Reduced |
| James Investment Research Inc | 75,294 | $24.3M | 2.65% | +418+0.6% | Added |
| Edgar Lomax Co | 75,095 | $24.2M | 1.84% | −1,750−2.3% | Reduced |
| M Holdings Securities, Inc. | 75,092 | $24.2M | 1.73% | +75,092 | New |
| Capital International Ltd | 75,070 | $24.2M | 0.85% | −93,411−55.4% | Reduced |
| United Asset Strategies, Inc. | 74,950 | $24.2M | 1.86% | −565−0.7% | Reduced |
| WCG Wealth Advisors LLC | 74,791 | $24.1M | 0.68% | +44,033+143.2% | Added |
| Spire Wealth Management | 74,497 | $24.0M | 0.80% | +1,450+2.0% | Added |
| Moneta Group Investment Advisors LLC | 74,317 | $23.9M | 0.18% | +299+0.4% | Added |
| Cabot Wealth Management Inc | 74,164 | $23.9M | 2.64% | −938−1.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 74,156 | $23.9M | 0.39% | +74,156 | New |
| Securian Asset Management, Inc | 74,024 | $23.9M | 0.90% | −58,774−44.3% | Reduced |
| First Financial Bank - Trust Division | 73,907 | $23.8M | 1.96% | −549−0.7% | Reduced |
| Journey Advisory Group, LLC | 73,540 | $23.7M | 1.99% | −2,178−2.9% | Reduced |
| Applied Finance Capital Management, LLC | 73,371 | $23.6M | 1.69% | −4,520−5.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 73,089 | $23.6M | 1.52% | 00.0% | Unchanged |
| Cypress Capital Group | 73,044 | $23.5M | 2.64% | +515+0.7% | Added |
| Tufton Capital Management | 73,045 | $23.5M | 4.11% | −954−1.3% | Reduced |
| Circle Wealth Management, LLC | 72,751 | $23.4M | 0.36% | −1,003−1.4% | Reduced |
| Cohen Klingenstein LLC | 72,700 | $23.4M | 0.71% | 00.0% | Unchanged |
| Middleton & Co Inc | 72,583 | $23.4M | 2.48% | −130−0.2% | Reduced |
| FourThought Financial Partners, LLC | 72,277 | $23.3M | 1.97% | −202−0.3% | Reduced |
| DuPont Capital Management Corp | 72,243 | $23.3M | 2.62% | −16,799−18.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 71,911 | $23.3M | 2.21% | +130.0% | Added |
| Davy Global Fund Management Ltd | 72,032 | $23.2M | 1.60% | −22,222−23.6% | Reduced |
| Wellington Shields Capital Management, LLC | 71,982 | $23.2M | 3.38% | +1,975+2.8% | Added |
| Connors Investor Services Inc | 71,841 | $23.1M | 1.99% | −307−0.4% | Reduced |
| Everence Capital Management Inc | 71,665 | $23.1M | 1.37% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 71,334 | $23.0M | 0.56% | −245−0.3% | Reduced |
| Stockman Wealth Management, Inc. | 71,206 | $22.9M | 2.67% | −62−0.1% | Reduced |
| Logan Capital Management Inc | 70,963 | $22.9M | 0.96% | −6,360−8.2% | Reduced |
| Strategy Asset Managers LLC | 70,620 | $22.8M | 3.74% | +3,968+6.0% | Added |
| Pittenger & Anderson Inc | 70,533 | $22.7M | 0.87% | +8,810+14.3% | Added |
| David Loasby | 70,008 | $22.7M | 1.53% | +3,709+5.6% | Added |
| Thompson Siegel & Walmsley LLC | 70,440 | $22.7M | 0.38% | −20,667−22.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 70,363 | $22.7M | 0.40% | +4,172+6.3% | Added |
| Richard C. Young & CO., LTD. | 70,357 | $22.7M | 2.03% | −85−0.1% | Reduced |
| Venturi Wealth Management, LLC | 70,316 | $22.7M | 1.01% | +1,142+1.7% | Added |
| Pictet North America Advisors SA | 70,301 | $22.7M | 2.15% | −2,231−3.1% | Reduced |
| Strategic Wealth Designers | 70,211 | $22.6M | 2.78% | −30,274−30.1% | Reduced |
| Fidelis Capital Partners, LLC | 70,077 | $22.6M | 1.64% | +5,101+7.9% | Added |
| Caisse des Depots Et Consignations | 70,031 | $22.6M | 0.51% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 70,018 | $22.6M | 0.44% | +14,026+25.1% | Added |
| Osher Van de Voorde Investment Management | 69,850 | $22.5M | 4.87% | −1,712−2.4% | Reduced |
| Cullinan Associates Inc | 69,616 | $22.4M | 1.52% | −11,616−14.3% | Reduced |
| Allied Investment Advisors, LLC | 69,411 | $22.4M | 3.46% | −803−1.1% | Reduced |
| Buckingham Strategic Partners | 69,267 | $22.3M | 0.27% | −6,065−8.1% | Reduced |
| Community Bank, N.A. | 69,259 | $22.3M | 2.64% | −1,385−2.0% | Reduced |
| River Wealth Advisors LLC | 68,992 | $22.2M | 2.49% | +1,358+2.0% | Added |
| Woodstock Corp | 68,892 | $22.2M | 1.90% | +582+0.9% | Added |
| Sowell Financial Services LLC | 68,880 | $22.2M | 0.82% | +187+0.3% | Added |
| Hilltop Holdings Inc. | 68,692 | $22.1M | 1.33% | −4,182−5.7% | Reduced |
| DSG Capital Advisors, LLC | 71,391 | $22.1M | 3.36% | +1,110+1.6% | Added |
| Naples Global Advisors, LLC | 68,238 | $22.0M | 1.64% | −682−1.0% | Reduced |
| PFG Investments, LLC | 68,149 | $22.0M | 1.03% | +615+0.9% | Added |
| K.J. Harrison & Partners Inc | 68,135 | $22.0M | 2.92% | +40,300+144.8% | Added |
| Heritage Trust Co | 68,127 | $22.0M | 2.23% | +46+0.1% | Added |
| GLOBALT Investments LLC | 68,004 | $21.9M | 0.80% | −2,202−3.1% | Reduced |
| Tompkins Financial Corp | 67,772 | $21.8M | 1.70% | −2,083−3.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 72,424 | $21.7M | 0.20% | −902−1.2% | Reduced |
| Alerus Financial NA | 67,487 | $21.7M | 1.06% | −14,658−17.8% | Reduced |
| Greenwood Gearhart Inc | 67,442 | $21.7M | 1.20% | −1,167−1.7% | Reduced |
| Mission Wealth Management, LP | 67,360 | $21.7M | 0.44% | −2,861−4.1% | Reduced |
| Hollencrest Capital Management | 67,350 | $21.7M | 0.75% | −2,263−3.3% | Reduced |
| IHT Wealth Management, LLC | 67,221 | $21.7M | 0.53% | +415+0.6% | Added |
| Farmers Trust Co | 67,171 | $21.6M | 3.53% | −467−0.7% | Reduced |
| AMG National Trust Bank | 67,162 | $21.6M | 0.51% | +1,199+1.8% | Added |
| Barbara Oil Co. | 67,000 | $21.6M | 8.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 66,839 | $21.5M | 0.65% | +250+0.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 66,697 | $21.5M | 1.69% | +4,019+6.4% | Added |
| BKD Wealth Advisors, LLC | 66,469 | $21.4M | 0.40% | +702+1.1% | Added |
| Goelzer Investment Management, Inc. | 66,060 | $21.3M | 0.99% | +976+1.5% | Added |
| Caldwell Trust Co | 66,039 | $21.3M | 1.89% | −1,603−2.4% | Reduced |
| Griffin Asset Management, Inc. | 65,664 | $21.2M | 2.29% | −275−0.4% | Reduced |
| Phoenix Holdings Ltd. | 76,593 | $21.2M | 0.23% | +10,926+16.6% | Added |
| Sound View Wealth Advisors Group, LLC | 65,249 | $21.0M | 1.41% | +1,118+1.7% | Added |
| MainStreet Investment Advisors LLC | 64,722 | $20.9M | 3.00% | −6,120−8.6% | Reduced |
| Telos Capital Management, Inc. | 64,715 | $20.9M | 1.94% | −1,573−2.4% | Reduced |
| Burling Wealth Partners, LLC | 64,653 | $20.8M | 3.24% | +2,616+4.2% | Added |
| Spinnaker Trust | 64,642 | $20.8M | 1.11% | +2,369+3.8% | Added |
| 1st Source Bank | 64,609 | $20.8M | 1.09% | −1,391−2.1% | Reduced |
| Princeton Global Asset Management LLC | 64,540 | $20.8M | 3.37% | +384+0.6% | Added |
| Essex Financial Services, Inc. | 64,499 | $20.8M | 1.18% | +340+0.5% | Added |
| Granite Investment Partners, LLC | 64,498 | $20.8M | 1.23% | −868−1.3% | Reduced |
| MidFirst Bank | 65,722 | $20.7M | 1.65% | +65,722 | New |
| Intellus Advisors LLC | 64,138 | $20.7M | 2.74% | −1,056−1.6% | Reduced |