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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Stokes Capital Advisors, LLC | 45,971 | $14.8M | 3.38% | −1,000−2.1% | Reduced |
| Meiji Yasuda America Inc | 45,937 | $14.8M | 3.40% | +45,937 | New |
| Cutler Investment Counsel LLC | 45,906 | $14.8M | 1.54% | −1,954−4.1% | Reduced |
| Pioneer Trust Bank N A | 45,845 | $14.8M | 3.43% | −60−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 45,715 | $14.7M | 1.14% | −5,035−9.9% | Reduced |
| Cambient Family Office, LLC | 45,533 | $14.7M | 2.09% | +45,533 | New |
| RPG Investment Advisory, LLC | 45,414 | $14.6M | 1.66% | +190.0% | Added |
| Canal Capital Management, LLC | 45,391 | $14.6M | 2.07% | −164−0.4% | Reduced |
| Brown Miller Wealth Management, LLC | 45,251 | $14.6M | 4.03% | −137−0.3% | Reduced |
| Generate Investment Management Ltd | 45,232 | $14.6M | 0.66% | −31,268−40.9% | Reduced |
| Fulcrum Capital LLC | 45,214 | $14.6M | 2.93% | −186−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 45,093 | $14.5M | 3.36% | −403−0.9% | Reduced |
| GTS Securities LLC | 45,027 | $14.5M | 0.49% | +30,034+200.3% | Added |
| Lighthouse Investment Partners, LLC | 45,026 | $14.5M | 0.48% | −2,838−5.9% | Reduced |
| Boston Family Office LLC | 44,958 | $14.5M | 0.92% | −1,004−2.2% | Reduced |
| Schulhoff & Co Inc | 44,894 | $14.5M | 6.09% | −120−0.3% | Reduced |
| Apriem Advisors | 44,818 | $14.4M | 1.33% | −565−1.2% | Reduced |
| City Holding Co | 44,738 | $14.4M | 1.77% | +859+2.0% | Added |
| Castleark Management LLC | 44,635 | $14.4M | 0.42% | −8,730−16.4% | Reduced |
| Rollins Financial Advisors, LLC | 44,553 | $14.4M | 2.11% | +1,111+2.6% | Added |
| Kavar Capital Partners Group, LLC | 44,549 | $14.4M | 1.98% | +127+0.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 44,485 | $14.3M | 1.88% | −46−0.1% | Reduced |
| Access Investment Management LLC | 45,392 | $14.3M | 3.85% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 44,324 | $14.3M | 3.23% | −1,353−3.0% | Reduced |
| Jacobi Capital Management LLC | 43,979 | $14.2M | 0.82% | +527+1.2% | Added |
| Community Financial Services Group, LLC | 43,979 | $14.2M | 2.60% | −2,026−4.4% | Reduced |
| Private Advisory Group LLC | 43,966 | $14.2M | 1.12% | +1,188+2.8% | Added |
| Meitav Dash Investments Ltd | 43,931 | $14.2M | 0.17% | +16,390+59.5% | Added |
| LVW Advisors, LLC | 43,850 | $14.1M | 1.43% | +16,798+62.1% | Added |
| Intrust Bank NA | 43,792 | $14.1M | 1.17% | −37−0.1% | Reduced |
| Shelton Capital Management | 43,680 | $14.1M | 0.28% | −212−0.5% | Reduced |
| Nelson Capital Management, LLC | 43,520 | $14.0M | 1.64% | −471−1.1% | Reduced |
| DRW Securities, LLC | 43,382 | $14.0M | 1.06% | −6,116−12.4% | Reduced |
| Pettee Investors, Inc. | 43,380 | $14.0M | 7.84% | −10.0% | Reduced |
| Harbour Investments, Inc. | 43,374 | $14.0M | 0.28% | +4,847+12.6% | Added |
| Patton Albertson Miller Group, LLC | 43,304 | $14.0M | 1.64% | −470−1.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 43,290 | $13.9M | 0.98% | −4,769−9.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 43,200 | $13.9M | 0.58% | −13,450−23.7% | Reduced |
| Westover Capital Advisors, LLC | 43,153 | $13.9M | 2.53% | −1,882−4.2% | Reduced |
| New England Asset Management Inc | 43,000 | $13.9M | 1.81% | −2,180−4.8% | Reduced |
| Plimoth Trust Co LLC | 42,977 | $13.8M | 3.09% | −383−0.9% | Reduced |
| Elk River Wealth Management, LLC | 42,857 | $13.8M | 2.22% | −915−2.1% | Reduced |
| Western Wealth Management, LLC | 42,728 | $13.8M | 0.64% | +3,256+8.2% | Added |
| Xcel Wealth Management, LLC | 42,717 | $13.8M | 3.53% | −49−0.1% | Reduced |
| Harbour Capital Advisors, LLC | 42,287 | $13.8M | 2.80% | −315−0.7% | Reduced |
| Unison Asset Management LLC | 42,483 | $13.7M | 6.13% | +1,040+2.5% | Added |
| Parthenon LLC | 42,460 | $13.7M | 1.48% | −900−2.1% | Reduced |
| Coerente Capital Management | 42,303 | $13.6M | 2.49% | +112+0.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 42,282 | $13.6M | 0.38% | −23,260−35.5% | Reduced |
| Thompson Investment Management, Inc. | 42,192 | $13.6M | 1.70% | −1,029−2.4% | Reduced |
| Parcion Private Wealth LLC | 42,076 | $13.6M | 0.82% | −229−0.5% | Reduced |
| Chilton Investment Co LLC | 42,074 | $13.6M | 0.28% | +1,980+4.9% | Added |
| Nordwand Advisors, LLC | 42,053 | $13.6M | 2.37% | −60−0.1% | Reduced |
| Larson Financial Group LLC | 42,051 | $13.5M | 0.45% | +1,695+4.2% | Added |
| Trueblood Wealth Management, LLC | 42,035 | $13.5M | 5.29% | −2,304−5.2% | Reduced |
| Intesa Sanpaolo S.p.A. | 41,806 | $13.5M | 0.87% | +41,806 | New |
| Townsend Asset Management Corp | 41,960 | $13.5M | 4.76% | −548−1.3% | Reduced |
| First Western Trust Bank | 41,910 | $13.5M | 0.66% | −514−1.2% | Reduced |
| Financial Advisory Service, Inc. | 41,733 | $13.4M | 0.87% | +2,095+5.3% | Added |
| Providence Capital Advisors, LLC | 41,514 | $13.4M | 2.25% | +325+0.8% | Added |
| Kinneret Advisory, LLC | 41,506 | $13.4M | 1.13% | −1,136−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 41,479 | $13.4M | 0.46% | +2,962+7.7% | Added |
| Kovack Advisors, Inc. | 41,382 | $13.3M | 0.63% | +13,892+50.5% | Added |
| McGinn Investment Management, Inc. | 41,275 | $13.3M | 7.72% | +33+0.1% | Added |
| Belpointe Asset Management LLC | 41,255 | $13.3M | 0.48% | −5,207−11.2% | Reduced |
| Strategic Planning Group, LLC | 41,195 | $13.3M | 1.71% | +2,027+5.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 41,181 | $13.3M | 1.68% | +41,181 | New |
| First Nebraska Trust Co | 41,159 | $13.3M | 1.21% | +248+0.6% | Added |
| Valmark Advisers, Inc. | 41,132 | $13.3M | 0.16% | +282+0.7% | Added |
| Signal Advisors Wealth, LLC | 41,055 | $13.2M | 1.05% | −415−1.0% | Reduced |
| RBF Capital, LLC | 41,000 | $13.2M | 0.60% | 00.0% | Unchanged |
| XML Financial, LLC | 40,954 | $13.2M | 1.08% | −1,917−4.5% | Reduced |
| Csenge Advisory Group | 40,922 | $13.2M | 0.60% | +1,371+3.5% | Added |
| Ballast Advisors LLC | 40,840 | $13.2M | 3.63% | −3,765−8.4% | Reduced |
| SageView Advisory Group, LLC | 40,799 | $13.1M | 0.44% | −3,191−7.3% | Reduced |
| AlphaStar Capital Management, LLC | 40,650 | $13.1M | 0.96% | +15,393+60.9% | Added |
| Oxford Financial Group Ltd | 40,611 | $13.1M | 0.72% | −688−1.7% | Reduced |
| Citizens National Bank Trust Department | 40,517 | $13.1M | 2.25% | +26+0.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 40,432 | $13.0M | 2.09% | +1,083+2.8% | Added |
| Chronos Wealth Management, LLC | 40,354 | $13.0M | 6.02% | −265−0.7% | Reduced |
| American Money Management, LLC | 40,292 | $13.0M | 2.04% | +757+1.9% | Added |
| GW Henssler & Associates Ltd | 40,269 | $13.0M | 0.62% | −653−1.6% | Reduced |
| Icon Wealth Advisors, LLC | 40,402 | $13.0M | 0.86% | +28+0.1% | Added |
| Aaron Wealth Advisors | 40,218 | $13.0M | 0.72% | +6,657+19.8% | Added |
| Lathrop Investment Management Corp | 40,131 | $12.9M | 2.35% | +40.0% | Added |
| Anchor Investment Management, LLC | 40,130 | $12.9M | 1.05% | −1,429−3.4% | Reduced |
| Bridgewater Advisors Inc. | 42,789 | $12.9M | 0.84% | −80−0.2% | Reduced |
| Parkside Financial Bank & Trust | 40,100 | $12.9M | 0.97% | +292+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 40,096 | $12.9M | 2.95% | −4,840−10.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 40,050 | $12.9M | 0.89% | −591−1.5% | Reduced |
| Baader Bank INC | 41,166 | $12.9M | 1.07% | +8,646+26.6% | Added |
| NBC Securities, Inc. | 39,968 | $12.9M | 0.97% | −120−0.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 39,912 | $12.9M | 5.21% | −450−1.1% | Reduced |
| VestGen Advisors, LLC | 39,873 | $12.8M | 0.55% | −35,858−47.3% | Reduced |
| Legacy Trust | 39,814 | $12.8M | 2.40% | +674+1.7% | Added |
| Constitution Capital LLC | 39,784 | $12.8M | 6.06% | +173+0.4% | Added |
| Broadleaf Partners, LLC | 39,759 | $12.8M | 2.70% | −21−0.1% | Reduced |
| Atlantic Trust, LLC | 39,715 | $12.8M | 2.01% | +2,986+8.1% | Added |
| Empire Financial Management Company, LLC | 39,611 | $12.8M | 2.77% | −338−0.8% | Reduced |
| CX Institutional | 39,606 | $12.8M | 0.38% | −3,218−7.5% | Reduced |