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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 63,983 | $20.6M | 3.23% | −291−0.5% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 63,871 | $20.6M | 1.54% | −4,436−6.5% | Reduced |
| Iowa State Bank | 63,767 | $20.5M | 3.85% | −744−1.2% | Reduced |
| Nations Financial Group Inc, | 63,679 | $20.5M | 1.08% | +7,081+12.5% | Added |
| Bank of Nova Scotia Trust Co | 63,514 | $20.5M | 1.78% | +200+0.3% | Added |
| New Age Alpha Advisors, LLC | 63,434 | $20.4M | 0.88% | −12,288−16.2% | Reduced |
| Stenger Family Office, LLC | 63,409 | $20.4M | 4.22% | +3,765+6.3% | Added |
| JCIC Asset Management Inc. | 63,386 | $20.4M | 6.25% | −777−1.2% | Reduced |
| Means Investment Co., Inc. | 63,237 | $20.4M | 1.72% | −1,382−2.1% | Reduced |
| Farmers National Bank | 63,216 | $20.4M | 4.55% | +2,691+4.4% | Added |
| NatWest Group plc | 63,194 | $20.4M | 4.74% | +31,154+97.2% | Added |
| National Asset Management, Inc. | 62,772 | $20.2M | 0.96% | −2,665−4.1% | Reduced |
| Winslow Asset Management Inc | 62,708 | $20.2M | 3.73% | −584−0.9% | Reduced |
| Close Asset Management Ltd | 62,664 | $20.2M | 0.45% | −2,773−4.2% | Reduced |
| Trajan Wealth LLC | 62,489 | $20.1M | 0.84% | +3,381+5.7% | Added |
| Carmel Capital Management L.L.C. | 62,227 | $20.1M | 6.08% | +850+1.4% | Added |
| Laffer Tengler Investments | 62,166 | $20.0M | 3.04% | +2,106+3.5% | Added |
| Simmons Bank | 62,089 | $20.0M | 1.34% | +359+0.6% | Added |
| Cornerstone Wealth Group, LLC | 62,043 | $20.0M | 1.37% | +790+1.3% | Added |
| Roundview Capital LLC | 62,039 | $20.0M | 1.23% | −406−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 62,001 | $20.0M | 1.37% | +9,755+18.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 61,893 | $19.9M | 1.15% | +16,351+35.9% | Added |
| Eagle Rock Investment Company, LLC | 61,724 | $19.9M | 2.81% | −140.0% | Reduced |
| Sara-Bay Financial | 61,475 | $19.9M | 5.95% | +39+0.1% | Added |
| Fagan Associates, Inc. | 61,486 | $19.8M | 2.64% | −561−0.9% | Reduced |
| CTC LLC | 61,419 | $19.8M | 1.81% | +39,010+174.1% | Added |
| Jacobs Levy Equity Management, Inc | 61,302 | $19.8M | 0.08% | −12,616−17.1% | Reduced |
| Copeland Capital Management, LLC | 61,297 | $19.8M | 0.44% | −2,750−4.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 61,254 | $19.7M | 0.95% | +17,303+39.4% | Added |
| Zuckerman Investment Group, LLC | 60,993 | $19.7M | 1.75% | +1,510+2.5% | Added |
| SFE Investment Counsel | 60,778 | $19.6M | 3.05% | −1,592−2.6% | Reduced |
| Plato Investment Management Ltd | 60,310 | $19.5M | 1.28% | +870+1.5% | Added |
| L & S Advisors Inc | 60,431 | $19.5M | 1.80% | +15,191+33.6% | Added |
| Exchange Traded Concepts, LLC | 60,353 | $19.4M | 0.16% | −13,844−18.7% | Reduced |
| Mitchell Capital Management Co | 60,303 | $19.4M | 3.47% | −557−0.9% | Reduced |
| Vestcor Inc | 60,238 | $19.4M | 0.55% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 60,166 | $19.4M | 1.27% | +703+1.2% | Added |
| Procyon Private Wealth Partners, LLC | 60,092 | $19.4M | 0.96% | +9,370+18.5% | Added |
| BDF-Gestion | 59,928 | $19.3M | 2.37% | −3,993−6.2% | Reduced |
| Ar Asset Management Inc | 59,825 | $19.3M | 3.94% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 59,676 | $19.2M | 3.00% | −462−0.8% | Reduced |
| Arvest Bank Trust Division | 59,583 | $19.2M | 1.04% | −3,258−5.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 59,576 | $19.2M | 2.89% | +337+0.6% | Added |
| Picton Mahoney Asset Management | 59,508 | $19.2M | 0.21% | −6,437−9.8% | Reduced |
| Traynor Capital Management, Inc. | 59,357 | $19.1M | 1.05% | +1,363+2.4% | Added |
| Camden National Bank | 59,321 | $19.1M | 2.63% | −548−0.9% | Reduced |
| Cypress Asset Management Inc | 59,221 | $19.1M | 4.19% | −114−0.2% | Reduced |
| Cardinal Capital Management | 59,174 | $19.1M | 2.53% | +180.0% | Added |
| Keystone Financial Group | 58,950 | $19.0M | 1.41% | −4,054−6.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 58,722 | $18.9M | 1.19% | +69+0.1% | Added |
| WealthBridge Investment Counsel Inc. | 58,701 | $18.9M | 5.68% | −420−0.7% | Reduced |
| FFG Partners, LLC | 58,634 | $18.9M | 5.48% | +581+1.0% | Added |
| Frank, Rimerman Advisors LLC | 58,361 | $18.8M | 1.19% | +193+0.3% | Added |
| Vantage Investment Partners, LLC | 58,183 | $18.7M | 1.25% | −1,290−2.2% | Reduced |
| Joel Isaacson & Co., LLC | 58,022 | $18.7M | 0.62% | +599+1.0% | Added |
| IFP Advisors, Inc | 57,893 | $18.7M | 0.42% | +9,025+18.5% | Added |
| Buckley Wealth Management, LLC | 57,864 | $18.6M | 4.94% | −583−1.0% | Reduced |
| German American Bancorp, Inc. | 57,694 | $18.6M | 1.58% | −1,889−3.2% | Reduced |
| Mirador Capital Partners LP | 57,613 | $18.6M | 2.54% | +93+0.2% | Added |
| Equitable Trust Co | 57,607 | $18.6M | 0.83% | −302−0.5% | Reduced |
| Sigma Planning Corp | 57,104 | $18.5M | 0.51% | +463+0.8% | Added |
| Banque Pictet & Cie SA | 57,476 | $18.5M | 0.19% | +1,509+2.7% | Added |
| Next Level Private LLC | 57,414 | $18.5M | 4.85% | −951−1.6% | Reduced |
| Rocky Mountain Advisers, LLC | 57,220 | $18.4M | 5.31% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 56,996 | $18.4M | 1.46% | +2,253+4.1% | Added |
| Magnus Financial Group LLC | 57,198 | $18.4M | 1.41% | +1,346+2.4% | Added |
| Tulsa Wealth Advisors, INC | 57,198 | $18.4M | 6.13% | +57,198 | New |
| Perryman Financial Advisory Inc | 57,128 | $18.4M | 2.70% | +57,128 | New |
| Harbor Capital Advisors, Inc. | 57,082 | $18.4M | 1.43% | −74−0.1% | Reduced |
| Independent Investors Inc | 56,804 | $18.3M | 3.40% | +50.0% | Added |
| Kinsale Capital Group, Inc. | 56,757 | $18.3M | 3.04% | +1,888+3.4% | Added |
| Van Hulzen Asset Management, LLC | 56,585 | $18.2M | 1.34% | +1,537+2.8% | Added |
| Haverford Financial Services, Inc. | 56,555 | $18.2M | 5.11% | −367−0.6% | Reduced |
| Perennial Advisors, LLC | 56,555 | $18.2M | 3.06% | +615+1.1% | Added |
| Invictus Private Wealth, LLC | 56,538 | $18.2M | 1.10% | −748−1.3% | Reduced |
| American National Bank | 56,207 | $18.1M | 1.71% | +614+1.1% | Added |
| BW Gestao de Investimentos Ltda. | 56,117 | $18.1M | 0.64% | +56,117 | New |
| Smartleaf Asset Management LLC | 55,883 | $18.1M | 0.68% | +7,485+15.5% | Added |
| LVM Capital Management Ltd | 55,936 | $18.0M | 1.67% | +182+0.3% | Added |
| Integrated Advisors Network LLC | 55,931 | $18.0M | 0.80% | −9,096−14.0% | Reduced |
| Hills Bank & Trust Co | 55,773 | $18.0M | 1.04% | −1,301−2.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 55,756 | $18.0M | 2.18% | +115+0.2% | Added |
| Laurel Wealth Advisors LLC | 55,718 | $18.0M | 2.37% | −1,209−2.1% | Reduced |
| BTG Pactual Asset Management US LLC | 55,683 | $17.9M | 1.99% | −7,654−12.1% | Reduced |
| South Dakota Investment Council | 55,606 | $17.9M | 0.34% | −2,300−4.0% | Reduced |
| Stolper Co | 55,582 | $17.9M | 5.28% | −647−1.2% | Reduced |
| Osprey Private Wealth LLC | 55,505 | $17.9M | 5.15% | +6,595+13.5% | Added |
| GAM Holding AG | 55,480 | $17.9M | 1.14% | +158+0.3% | Added |
| Venator Management LLC | 55,465 | $17.9M | 4.03% | −600−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 69,244 | $17.9M | 1.34% | +607+0.9% | Added |
| Baker Ellis Asset Management LLC | 55,400 | $17.9M | 2.15% | +474+0.9% | Added |
| Q Capital Solutions | 55,385 | $17.8M | 8.21% | +16,775+43.4% | Added |
| Capstone Financial Advisors, Inc. | 55,306 | $17.8M | 0.95% | −321−0.6% | Reduced |
| Teamwork Financial Advisors, LLC | 55,267 | $17.8M | 1.90% | +1,984+3.7% | Added |
| Radnor Capital Management, LLC | 55,201 | $17.8M | 2.64% | −879−1.6% | Reduced |
| Visionary Wealth Advisors | 55,176 | $17.8M | 0.80% | −480−0.9% | Reduced |
| Meridian Wealth Advisors, LLC | 55,142 | $17.8M | 2.46% | −4,545−7.6% | Reduced |
| Nwi Management LP | 55,000 | $17.7M | 1.08% | −1,000−1.8% | Reduced |
| Clear Trail Advisors, LLC | 54,671 | $17.6M | 4.09% | +54,671 | New |
| Consolidated Planning Corp | 54,662 | $17.6M | 1.78% | −4,780−8.0% | Reduced |