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 |
|---|---|---|---|---|---|
| Greystone Financial Group, LLC | 54,626 | $17.6M | 2.75% | −1,020−1.8% | Reduced |
| Buck Wealth Strategies, LLC | 54,523 | $17.6M | 2.23% | +1,996+3.8% | Added |
| Dividend Assets Capital, LLC | 54,487 | $17.6M | 3.36% | −3,549−6.1% | Reduced |
| Gemsstock Limited | 54,400 | $17.5M | 2.55% | +54,400 | New |
| Community Bank of Raymore | 54,356 | $17.5M | 11.91% | −34−0.1% | Reduced |
| Fundamentun, LLC | 54,346 | $17.5M | 0.70% | +1,115+2.1% | Added |
| Mengis Capital Management, Inc. | 54,346 | $17.5M | 3.10% | −520−0.9% | Reduced |
| Stokes Family Office, LLC | 54,225 | $17.5M | 1.60% | +5,848+12.1% | Added |
| HWG Holdings LP | 54,126 | $17.4M | 4.23% | +1,895+3.6% | Added |
| Colonial Trust Co | 53,630 | $17.3M | 2.30% | +776+1.5% | Added |
| Valicenti Advisory Services Inc | 53,536 | $17.3M | 3.61% | +105+0.2% | Added |
| First National Advisers, LLC | 53,386 | $17.2M | 2.37% | −2,759−4.9% | Reduced |
| SRS Capital Advisors, Inc. | 53,371 | $17.2M | 0.50% | −9,107−14.6% | Reduced |
| Stratos Wealth Advisors, LLC | 53,165 | $17.1M | 0.83% | −239−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 53,160 | $17.1M | 1.89% | −8,337−13.6% | Reduced |
| EagleClaw Capital Managment, LLC | 52,756 | $17.0M | 2.46% | −400−0.8% | Reduced |
| Whalerock Point Partners, LLC | 52,727 | $17.0M | 3.23% | +923+1.8% | Added |
| Intact Investment Management Inc. | 52,700 | $17.0M | 0.49% | +12,400+30.8% | Added |
| Walter Public Investments Inc. | 52,696 | $17.0M | 3.00% | −9,219−14.9% | Reduced |
| Intesa Sanpaolo Wealth Management | 52,642 | $17.0M | 3.51% | +52,642 | New |
| Lynch & Associates | 52,632 | $17.0M | 3.21% | −1,208−2.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 80,099 | $16.9M | 1.57% | 00.0% | Unchanged |
| Meritage Portfolio Management | 52,137 | $16.8M | 1.11% | −1,687−3.1% | Reduced |
| Sigma Investment Counselors Inc | 52,101 | $16.8M | 0.85% | −394−0.8% | Reduced |
| Clough Capital Partners L P | 52,010 | $16.8M | 1.51% | −690−1.3% | Reduced |
| Foster & Motley Inc | 51,943 | $16.7M | 0.89% | −1,853−3.4% | Reduced |
| Northside Capital Management, LLC | 51,917 | $16.7M | 1.45% | −9,435−15.4% | Reduced |
| Sage Mountain Advisors LLC | 51,893 | $16.7M | 0.89% | −1,487−2.8% | Reduced |
| one8zero8, LLC | 51,863 | $16.7M | 3.64% | −741−1.4% | Reduced |
| KG&L Capital Management,LLC | 52,499 | $16.7M | 4.31% | +2,518+5.0% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 51,838 | $16.7M | 0.56% | +1,133+2.2% | Added |
| Parallax Volatility Advisers, L.P. | 51,775 | $16.7M | 0.52% | −15,622−23.2% | Reduced |
| StoneX Group Inc. | 51,725 | $16.7M | 0.72% | −297−0.6% | Reduced |
| BancorpSouth Bank | 51,652 | $16.6M | 0.97% | −858−1.6% | Reduced |
| Cadinha & Co LLC | 51,614 | $16.6M | 2.57% | −48,904−48.7% | Reduced |
| Miramar Capital, LLC | 51,414 | $16.6M | 3.62% | −762−1.5% | Reduced |
| Live Oak Private Wealth LLC | 51,289 | $16.5M | 2.25% | −625−1.2% | Reduced |
| YHB Investment Advisors, Inc. | 51,232 | $16.5M | 1.14% | +1,276+2.6% | Added |
| Avantax Planning Partners, Inc. | 51,183 | $16.5M | 0.46% | −501−1.0% | Reduced |
| Harrell Investment Partners, LLC | 50,982 | $16.4M | 3.87% | −1,663−3.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 50,221 | $16.2M | 0.77% | −46−0.1% | Reduced |
| Steel Peak Wealth Management LLC | 50,174 | $16.2M | 0.53% | −27,168−35.1% | Reduced |
| Royal Fund Management, LLC | 50,712 | $16.2M | 1.48% | +8,419+19.9% | Added |
| McMillan Office, Inc. | 50,153 | $16.2M | 1.94% | +50,153 | New |
| Catalytic Wealth RIA, LLC | 50,107 | $16.1M | 0.59% | −25,697−33.9% | Reduced |
| Capital Analysts, LLC | 50,071 | $16.1M | 0.45% | −533−1.1% | Reduced |
| Liontrust Investment Partners LLP | 50,027 | $16.1M | 0.24% | +6,105+13.9% | Added |
| Peterson Wealth Services | 49,846 | $16.1M | 4.11% | +43,200+650.0% | Added |
| Duncker Streett & Co Inc | 49,694 | $16.0M | 2.85% | +3,656+7.9% | Added |
| Evolve Private Wealth, LLC | 49,545 | $16.0M | 0.95% | +49,545 | New |
| Ascent Wealth Partners, LLC | 49,493 | $15.9M | 1.84% | −572−1.1% | Reduced |
| Hoertkorn Richard Charles | 49,466 | $15.9M | 6.19% | −1,091−2.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 49,457 | $15.9M | 3.27% | −1,178−2.3% | Reduced |
| PDS Planning, Inc | 49,371 | $15.9M | 1.06% | −1,282−2.5% | Reduced |
| Cercano Management LLC | 49,354 | $15.9M | 0.60% | 00.0% | Unchanged |
| Embree Financial Group | 49,196 | $15.9M | 1.95% | +822+1.7% | Added |
| NewSquare Capital LLC | 49,169 | $15.8M | 1.40% | −20,019−28.9% | Reduced |
| Savvy Advisors, Inc. | 49,156 | $15.8M | 0.51% | +14,149+40.4% | Added |
| Marietta Wealth Management, LLC | 49,139 | $15.8M | 1.83% | −350−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 49,061 | $15.8M | 0.35% | +44,474+969.6% | Added |
| Inlet Private Wealth, LLC | 48,740 | $15.7M | 3.64% | −1,750−3.5% | Reduced |
| NorthRock Partners, LLC | 48,619 | $15.7M | 0.26% | −26,483−35.3% | Reduced |
| Flagship Harbor Advisors, LLC | 48,614 | $15.7M | 0.74% | −692−1.4% | Reduced |
| Independent Financial Group, LLC | 48,573 | $15.7M | 0.35% | +3,477+7.7% | Added |
| Wedmont Private Capital | 47,811 | $15.6M | 0.54% | +1,694+3.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 48,450 | $15.6M | 3.54% | +972+2.0% | Added |
| Centaurus Financial, Inc. | 48,432 | $15.6M | 0.71% | −1,971−3.9% | Reduced |
| Rench Wealth Management, Inc. | 48,418 | $15.6M | 4.60% | −1,899−3.8% | Reduced |
| Bearing Point Capital, LLC | 48,417 | $15.6M | 2.44% | +2,865+6.3% | Added |
| Alpine Woods Capital Investors, LLC | 48,364 | $15.6M | 3.72% | −4,802−9.0% | Reduced |
| Pure Financial Advisors, Inc. | 48,204 | $15.5M | 0.23% | +1,683+3.6% | Added |
| Annex Advisory Services, LLC | 48,181 | $15.5M | 0.30% | +1,102+2.3% | Added |
| Baldwin Investment Management, LLC | 48,114 | $15.5M | 1.75% | −675−1.4% | Reduced |
| Beck Bode, LLC | 48,016 | $15.5M | 2.57% | +1,399+3.0% | Added |
| Artisan Partners Limited Partnership | 47,918 | $15.4M | 0.02% | +26+0.1% | Added |
| Brave Asset Management Inc | 47,804 | $15.4M | 3.63% | −30.0% | Reduced |
| Family Capital Trust Co | 47,728 | $15.4M | 5.02% | −217−0.5% | Reduced |
| Adalta Capital Management LLC | 47,680 | $15.4M | 6.86% | −532−1.1% | Reduced |
| Twin Capital Management Inc | 47,619 | $15.3M | 1.90% | −532−1.1% | Reduced |
| Wellington Shields & Co., LLC | 47,531 | $15.3M | 3.78% | −1,777−3.6% | Reduced |
| Ossiam | 47,428 | $15.3M | 0.31% | +15,077+46.6% | Added |
| Shepherd Financial Partners LLC | 47,307 | $15.2M | 1.41% | −784−1.6% | Reduced |
| Altrafin AG | 47,280 | $15.2M | 4.83% | +1,260+2.7% | Added |
| Longbow Finance SA | 46,946 | $15.1M | 2.56% | −39,462−45.7% | Reduced |
| Prosperity Consulting Group, LLC | 46,730 | $15.1M | 0.68% | −1,731−3.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 46,671 | $15.0M | 2.58% | −4,406−8.6% | Reduced |
| Boyar Asset Management Inc. | 46,660 | $15.0M | 9.53% | −3,171−6.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 46,647 | $15.0M | 0.75% | −771−1.6% | Reduced |
| Coastal Bridge Advisors, LLC | 46,623 | $15.0M | 1.12% | +1,465+3.2% | Added |
| Fulton Bank, N.A. | 46,545 | $15.0M | 0.52% | +1,147+2.5% | Added |
| Ronald Blue Trust, Inc. | 46,512 | $15.0M | 0.17% | −2,007−4.1% | Reduced |
| Syon Capital LLC | 46,509 | $15.0M | 0.75% | +2,920+6.7% | Added |
| Matthew 25 Management Corp | 46,500 | $15.0M | 4.58% | −3,500−7.0% | Reduced |
| Cincinnati Casualty Co | 46,500 | $15.0M | 7.60% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $15.0M | 3.46% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 46,350 | $14.9M | 0.87% | −161−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 46,216 | $14.9M | 0.62% | −3,565−7.2% | Reduced |
| Core Alternative Capital | 46,140 | $14.9M | 4.10% | −729−1.6% | Reduced |
| Allen Capital Group, LLC | 46,067 | $14.8M | 1.37% | +1,110+2.5% | Added |
| Punch & Associates Investment Management, Inc. | 46,039 | $14.8M | 0.87% | +466+1.0% | Added |