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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 39,551 | $12.7M | 3.18% | −1,426−3.5% | Reduced |
| Asset Planning Services Inc | 39,537 | $12.7M | 5.63% | −2,520−6.0% | Reduced |
| IFG Advisory, LLC | 39,383 | $12.7M | 0.55% | +1,975+5.3% | Added |
| Redmond Asset Management, LLC | 39,378 | $12.7M | 3.24% | −499−1.3% | Reduced |
| Contravisory Investment Management, Inc. | 39,196 | $12.6M | 2.50% | −1,750−4.3% | Reduced |
| Bangor Savings Bank | 39,116 | $12.6M | 1.01% | −4,009−9.3% | Reduced |
| Strategic Advisors LLC | 39,093 | $12.6M | 1.97% | +345+0.9% | Added |
| Walter & Keenan Financial Consulting Co | 39,003 | $12.6M | 3.37% | −869−2.2% | Reduced |
| SevenBridge Financial Group, LLC | 41,734 | $12.6M | 2.02% | −290−0.7% | Reduced |
| Plan Group Financial, LLC | 38,974 | $12.6M | 3.26% | +32,656+516.9% | Added |
| Torray LLC | 38,859 | $12.5M | 1.79% | 00.0% | Unchanged |
| Beacon Financial Group | 38,730 | $12.5M | 1.24% | −1,144−2.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 38,715 | $12.5M | 2.52% | +203+0.5% | Added |
| Arista Wealth Management, LLC | 38,622 | $12.4M | 1.53% | −1,405−3.5% | Reduced |
| Claro Advisors LLC | 38,609 | $12.4M | 1.70% | −789−2.0% | Reduced |
| Stablepoint Partners, LLC | 38,599 | $12.4M | 1.94% | +167+0.4% | Added |
| Evoke Wealth, LLC | 38,596 | $12.4M | 0.24% | +1,344+3.6% | Added |
| Security National Bank | 38,558 | $12.4M | 1.78% | +61+0.2% | Added |
| Fusion Capital, LLC | 38,526 | $12.4M | 3.49% | −785−2.0% | Reduced |
| WealthPlan Investment Management, LLC | 38,360 | $12.4M | 0.79% | +2,242+6.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 38,356 | $12.4M | 2.84% | −294−0.8% | Reduced |
| Van Strum & Towne Inc. | 38,235 | $12.3M | 3.45% | −403−1.0% | Reduced |
| Greenwood Capital Associates LLC | 38,200 | $12.3M | 1.34% | −916−2.3% | Reduced |
| Frisch Financial Group, Inc. | 38,112 | $12.3M | 2.75% | −118−0.3% | Reduced |
| Hilton Capital Management, LLC | 38,072 | $12.3M | 0.92% | +2,929+8.3% | Added |
| Old Second National Bank of Aurora | 37,907 | $12.2M | 2.44% | −436−1.1% | Reduced |
| Mechanics Bank Trust Department | 37,751 | $12.2M | 1.59% | −175−0.5% | Reduced |
| Codex Capital Asset Management L.L.C. | 37,750 | $12.2M | 4.42% | +3,500+10.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 37,725 | $12.2M | 1.71% | −706−1.8% | Reduced |
| Harvey Capital Management Inc | 37,722 | $12.2M | 2.59% | +5,020+15.4% | Added |
| DT Investment Partners, LLC | 37,700 | $12.1M | 1.01% | +260+0.7% | Added |
| Bradley & Co. Private Wealth Management, LLC | 37,642 | $12.1M | 6.50% | −1,367−3.5% | Reduced |
| RMR Wealth Builders | 37,527 | $12.1M | 0.97% | +1,204+3.3% | Added |
| Mirabaud Asset Management Ltd | 43,931 | $12.1M | 5.80% | −522−1.2% | Reduced |
| Accurate Wealth Management, LLC | 36,670 | $12.1M | 1.53% | −535−1.4% | Reduced |
| Chemistry Wealth Management LLC | 37,387 | $12.0M | 2.25% | −470−1.2% | Reduced |
| Tradewinds, LLC. | 37,296 | $12.0M | 2.87% | −3,699−9.0% | Reduced |
| American Trust | 37,295 | $12.0M | 1.01% | −30−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 37,262 | $12.0M | 3.47% | +47+0.1% | Added |
| AlTi Global, Inc. | 37,170 | $12.0M | 0.26% | −206−0.6% | Reduced |
| Fulcrum Asset Management LLP | 36,815 | $11.9M | 3.31% | −1,091−2.9% | Reduced |
| Trustmark National Bank Trust Department | 36,951 | $11.9M | 0.75% | +533+1.5% | Added |
| Concord Investment Counsel Inc. | 36,948 | $11.9M | 3.87% | −974−2.6% | Reduced |
| Kettle Hill Capital Management, LLC | 36,936 | $11.9M | 2.65% | +36,936 | New |
| Systematic Alpha Investments, LLC | 36,804 | $11.9M | 0.37% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 36,792 | $11.9M | 1.49% | +1,001+2.8% | Added |
| Univest Financial Corp | 36,774 | $11.8M | 0.63% | −653−1.7% | Reduced |
| Private Trust Co NA | 36,757 | $11.8M | 1.04% | −912−2.4% | Reduced |
| Cavalier Investments, LLC | 36,648 | $11.8M | 3.67% | +1,102+3.1% | Added |
| BigSur Wealth Management LLC | 36,576 | $11.8M | 2.86% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 36,575 | $11.8M | 0.44% | −17,379−32.2% | Reduced |
| Koshinski Asset Management, Inc. | 36,530 | $11.8M | 0.76% | +1,445+4.1% | Added |
| Tema ETFs LLC | 36,523 | $11.8M | 0.91% | −386−1.0% | Reduced |
| Commonwealth Retirement Investments LLC | 36,503 | $11.8M | 3.79% | −29−0.1% | Reduced |
| Cordatus Wealth Management LLC | 36,454 | $11.7M | 2.72% | −107−0.3% | Reduced |
| Howland Capital Management LLC | 36,447 | $11.7M | 0.45% | +681+1.9% | Added |
| DF Dent & Co Inc | 36,424 | $11.7M | 0.17% | −98−0.3% | Reduced |
| BCS Private Wealth Management, Inc. | 36,390 | $11.7M | 4.01% | −2,203−5.7% | Reduced |
| D L Carlson Investment Group Inc | 36,175 | $11.7M | 1.97% | −716−1.9% | Reduced |
| PFG Advisors | 36,018 | $11.6M | 0.56% | −16,644−31.6% | Reduced |
| Viking Fund Management LLC | 36,000 | $11.6M | 1.34% | −3,000−7.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 35,827 | $11.5M | 1.94% | +35,827 | New |
| Coppell Advisory Solutions LLC | 35,673 | $11.5M | 1.16% | +3,976+12.5% | Added |
| Gluskin Sheff & Assoc Inc | 35,760 | $11.5M | 1.60% | −1,892−5.0% | Reduced |
| EverSource Wealth Advisors, LLC | 35,641 | $11.5M | 0.42% | +1,418+4.1% | Added |
| CFM Wealth Partners LLC | 35,580 | $11.5M | 1.65% | +1,281+3.7% | Added |
| Blue Fin Capital, Inc. | 35,573 | $11.5M | 1.78% | −472−1.3% | Reduced |
| Wealth Advisory Solutions, LLC | 35,547 | $11.5M | 2.67% | −219−0.6% | Reduced |
| HORAN Wealth, LLC | 35,497 | $11.4M | 1.76% | +137+0.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 35,491 | $11.4M | 1.21% | −2,090−5.6% | Reduced |
| McBroom & Associates, LLC | 35,401 | $11.4M | 5.54% | +147+0.4% | Added |
| Werlinich Asset Management, LLC | 35,235 | $11.4M | 5.62% | +38+0.1% | Added |
| Journey Strategic Wealth LLC | 35,303 | $11.4M | 0.30% | −366−1.0% | Reduced |
| Gifford Fong Associates | 35,296 | $11.4M | 2.27% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 35,233 | $11.4M | 0.46% | +128+0.4% | Added |
| Chicago Trust Co NA | 35,222 | $11.3M | 1.77% | −2,612−6.9% | Reduced |
| Alexander Labrunerie & Co., Inc. | 35,216 | $11.3M | 4.11% | +31+0.1% | Added |
| Paradiem, LLC | 35,174 | $11.3M | 2.71% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 35,154 | $11.3M | 2.31% | +858+2.5% | Added |
| Resonant Capital Advisors, LLC | 35,033 | $11.3M | 0.62% | −148−0.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 34,967 | $11.3M | 0.83% | −55,346−61.3% | Reduced |
| Insigneo Advisory Services, LLC | 34,917 | $11.3M | 0.81% | +1,143+3.4% | Added |
| Profund Advisors LLC | 34,906 | $11.2M | 0.34% | −7,512−17.7% | Reduced |
| Augustine Asset Management Inc | 34,896 | $11.2M | 2.25% | −58−0.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 34,726 | $11.2M | 2.45% | −711−2.0% | Reduced |
| Financial Strategies Group, Inc. | 33,431 | $11.2M | 2.02% | +730+2.2% | Added |
| Advocate Group LLC | 34,676 | $11.2M | 1.81% | −4,790−12.1% | Reduced |
| Nilsine Partners, LLC | 34,674 | $11.2M | 0.97% | +560+1.6% | Added |
| Gryphon Financial Partners LLC | 34,656 | $11.2M | 1.19% | +4,873+16.4% | Added |
| AdvisorNet Financial, Inc | 34,636 | $11.2M | 0.59% | +119+0.3% | Added |
| Ameritas Advisory Services, LLC | 34,433 | $11.1M | 0.41% | +10,497+43.9% | Added |
| Hodges Capital Management Inc. | 34,299 | $11.1M | 0.95% | −93−0.3% | Reduced |
| GM Advisory Group, Inc. | 34,211 | $11.0M | 0.43% | +854+2.6% | Added |
| Excalibur Management Corp | 34,131 | $11.0M | 3.96% | −673−1.9% | Reduced |
| West Branch Capital LLC | 34,037 | $11.0M | 2.83% | +154+0.5% | Added |
| Angeles Wealth Management, LLC | 33,940 | $10.9M | 0.60% | +5,193+18.1% | Added |
| Capital Investment Counsel, LLC | 33,926 | $10.9M | 1.52% | +126+0.4% | Added |
| Everpar Advisors LLC | 33,866 | $10.9M | 4.05% | +906+2.7% | Added |
| Capital Asset Advisory Services LLC | 32,607 | $10.9M | 0.44% | −482−1.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 33,707 | $10.9M | 0.50% | +280+0.8% | Added |