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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 33,684 | $10.9M | 2.59% | −221−0.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 41,155 | $10.8M | 0.87% | +41,155 | New |
| Columbia Asset Management | 33,662 | $10.8M | 1.93% | −689−2.0% | Reduced |
| Pegasus Asset Management, Inc. | 33,659 | $10.8M | 3.34% | +281+0.8% | Added |
| Paradigm Financial Partners, LLC | 33,654 | $10.8M | 1.09% | −761−2.2% | Reduced |
| Legacy Financial Advisors, Inc. | 33,564 | $10.8M | 1.50% | −671−2.0% | Reduced |
| Somerset Trust Co | 33,531 | $10.8M | 3.31% | −662−1.9% | Reduced |
| Clarity Wealth Advisors, LLC | 33,495 | $10.8M | 2.20% | −116−0.3% | Reduced |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 33,485 | $10.8M | 2.89% | +33,485 | New |
| Bill Few Associates, Inc. | 33,484 | $10.8M | 2.66% | +614+1.9% | Added |
| Founders Capital Management | 33,474 | $10.8M | 5.60% | −711−2.1% | Reduced |
| Rehmann Capital Advisory Group | 33,366 | $10.8M | 0.56% | −101−0.3% | Reduced |
| Berkshire Bank | 33,366 | $10.8M | 2.18% | −1,608−4.6% | Reduced |
| Stonebridge Financial Group, LLC | 33,362 | $10.7M | 0.92% | +6,363+23.6% | Added |
| Sandhill Capital Partners LLC | 33,274 | $10.7M | 0.76% | −1,663−4.8% | Reduced |
| Essex LLC | 33,236 | $10.7M | 1.90% | +576+1.8% | Added |
| Philadelphia Trust Co | 33,224 | $10.7M | 0.74% | −685−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,111 | $10.7M | 0.33% | −2,796−7.8% | Reduced |
| Simplicity Wealth,LLC | 33,093 | $10.7M | 0.64% | −1,605−4.6% | Reduced |
| RFG Advisory, LLC | 33,060 | $10.7M | 0.20% | +1,190+3.7% | Added |
| Boston Research & Management Inc | 33,056 | $10.7M | 2.42% | −1,479−4.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $10.6M | 2.87% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 33,000 | $10.6M | 1.74% | +2,300+7.5% | Added |
| Integrity Alliance, LLC. | 32,981 | $10.6M | 0.39% | +16,535+100.5% | Added |
| GeoWealth Management, LLC | 32,907 | $10.6M | 0.39% | −1,414−4.1% | Reduced |
| Focus Financial Network, Inc. | 32,900 | $10.6M | 0.37% | +659+2.0% | Added |
| Occidental Asset Management, LLC | 32,887 | $10.6M | 1.27% | +2,177+7.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 32,798 | $10.6M | 3.40% | −740−2.2% | Reduced |
| 1248 Management, LLC | 32,729 | $10.5M | 5.64% | −541−1.6% | Reduced |
| Citizens Business Bank | 32,700 | $10.5M | 1.74% | +825+2.6% | Added |
| New Hampshire Trust | 32,486 | $10.5M | 2.04% | −1,220−3.6% | Reduced |
| New Republic Capital, LLC | 32,484 | $10.5M | 2.79% | −51,611−61.4% | Reduced |
| Guyasuta Investment Advisors Inc | 32,475 | $10.5M | 0.60% | +1,664+5.4% | Added |
| Stony Point Wealth Management Inc. | 32,449 | $10.5M | 3.91% | −889−2.7% | Reduced |
| Change Path, LLC | 32,365 | $10.4M | 0.25% | −396−1.2% | Reduced |
| Brick & Kyle, Associates | 32,317 | $10.4M | 3.69% | −369−1.1% | Reduced |
| Leuthold Group, LLC | 32,188 | $10.4M | 1.12% | +225+0.7% | Added |
| Beutel, Goodman & Co Ltd. | 32,125 | $10.4M | 0.06% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 32,107 | $10.3M | 0.95% | +524+1.7% | Added |
| Soltis Investment Advisors LLC | 32,099 | $10.3M | 0.68% | +1,820+6.0% | Added |
| NTV Asset Management LLC | 32,095 | $10.3M | 1.10% | +117+0.4% | Added |
| Udine Wealth Management, Inc. | 31,989 | $10.3M | 4.87% | +915+2.9% | Added |
| Golden State Equity Partners | 31,901 | $10.3M | 1.66% | +697+2.2% | Added |
| Kepler Cheuvreux (Suisse) SA | 31,888 | $10.3M | 0.58% | +20,169+172.1% | Added |
| Diversify Wealth Management, LLC | 32,955 | $10.2M | 0.48% | +933+2.9% | Added |
| Arjuna Capital | 31,773 | $10.2M | 2.51% | −424−1.3% | Reduced |
| Qtron Investments LLC | 31,766 | $10.2M | 1.33% | −3,596−10.2% | Reduced |
| Indiana Trust & Investment Management CO | 31,765 | $10.2M | 3.02% | +827+2.7% | Added |
| Bedel Financial Consulting, Inc. | 31,717 | $10.2M | 1.10% | +338+1.1% | Added |
| Triasima Portfolio Management inc. | 31,715 | $10.2M | 1.53% | +3,223+11.3% | Added |
| Alpha Omega Wealth Management LLC | 31,587 | $10.2M | 1.69% | −1,330−4.0% | Reduced |
| Hoey Investments, Inc | 31,581 | $10.2M | 1.38% | +579+1.9% | Added |
| Lee Danner & Bass Inc | 31,502 | $10.2M | 0.73% | +2,613+9.0% | Added |
| Cooper Capital Advisors LLC | 31,399 | $10.1M | 6.37% | +97+0.3% | Added |
| Dynasty Wealth Management, LLC | 31,385 | $10.1M | 0.10% | +2,728+9.5% | Added |
| Lake Street Financial LLC | 31,320 | $10.1M | 1.23% | −675−2.1% | Reduced |
| Charles Schwab Trust Co | 31,317 | $10.1M | 0.66% | −137−0.4% | Reduced |
| Ransom Advisory, Ltd | 31,306 | $10.1M | 3.97% | +227+0.7% | Added |
| Exencial Wealth Advisors, LLC | 31,296 | $10.1M | 0.32% | +853+2.8% | Added |
| Diversify Advisory Services, LLC | 32,263 | $10.1M | 0.32% | −1,237−3.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 31,231 | $10.1M | 1.44% | −523−1.6% | Reduced |
| Trust Asset Management LLC | 31,213 | $10.1M | 0.69% | −1,211−3.7% | Reduced |
| Chemung Canal Trust Co | 31,212 | $10.1M | 1.99% | −1,079−3.3% | Reduced |
| Arete Wealth Advisors, LLC | 31,209 | $10.1M | 0.70% | −7,720−19.8% | Reduced |
| WealthShield Partners, LLC | 31,164 | $10.0M | 1.11% | −242−0.8% | Reduced |
| Field & Main Bank | 31,122 | $10.0M | 2.89% | +20+0.1% | Added |
| Argentarii, LLC | 31,110 | $10.0M | 3.38% | +5,155+19.9% | Added |
| First Interstate Bank | 31,110 | $10.0M | 0.54% | −550−1.7% | Reduced |
| HCR Wealth Advisors | 31,078 | $10.0M | 0.99% | +416+1.4% | Added |
| Kestra Investment Management, LLC | 31,049 | $10.0M | 0.24% | −2,066−6.2% | Reduced |
| Earnest Partners LLC | 31,004 | $9.99M | 0.04% | −6,456−17.2% | Reduced |
| Advanced Asset Management Advisors Inc | 30,977 | $9.98M | 2.73% | −7,300−19.1% | Reduced |
| Ironvine Capital Partners, LLC | 30,971 | $9.98M | 1.00% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 30,893 | $9.95M | 0.98% | +40.0% | Added |
| Abbot Financial Management, Inc. | 30,884 | $9.95M | 4.13% | +351+1.1% | Added |
| Founders Financial Alliance, LLC | 30,854 | $9.94M | 1.88% | +2,600+9.2% | Added |
| Westco Advisory Services Inc | 30,850 | $9.94M | 6.11% | +30,850 | New |
| Brown Shipley& Co Ltd | 30,819 | $9.93M | 5.31% | −1,318−4.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 51,819 | $9.91M | 2.00% | +204+0.4% | Added |
| Summerhill Capital Management lnc. | 30,746 | $9.91M | 9.15% | +55+0.2% | Added |
| Asset Dedication, LLC | 30,744 | $9.91M | 0.65% | −897−2.8% | Reduced |
| Hi-Line Capital Management, LLC | 30,698 | $9.89M | 3.29% | +1,757+6.1% | Added |
| Washington Trust Advisors, Inc. | 30,693 | $9.89M | 0.76% | −188−0.6% | Reduced |
| DLK Investment Management, LLC | 30,591 | $9.86M | 3.67% | −185−0.6% | Reduced |
| Mandatum Life Insurance Co Ltd | 30,502 | $9.83M | 2.24% | 00.0% | Unchanged |
| Owen LaRue, LLC | 30,478 | $9.82M | 3.74% | −405−1.3% | Reduced |
| Hixon Zuercher, LLC | 30,431 | $9.81M | 2.97% | +161+0.5% | Added |
| Great Lakes Retirement, Inc. | 30,423 | $9.80M | 1.02% | +549+1.8% | Added |
| Chapin Davis, Inc. | 30,392 | $9.79M | 2.30% | −1,883−5.8% | Reduced |
| Heritage Wealth Management, Inc. | 30,392 | $9.79M | 2.72% | −672−2.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 30,358 | $9.78M | 0.28% | −468−1.5% | Reduced |
| Milestone Asset Management, LLC | 30,339 | $9.78M | 1.84% | +11,654+62.4% | Added |
| Phillips Financial Management, LLC | 30,313 | $9.77M | 0.63% | +119+0.4% | Added |
| Bank of Hawaii | 30,277 | $9.76M | 0.48% | −6,192−17.0% | Reduced |
| JT Stratford LLC | 30,272 | $9.75M | 1.25% | +5,738+23.4% | Added |
| DCM Advisors, LLC | 30,247 | $9.75M | 4.05% | 00.0% | Unchanged |
| E&G Advisors, LP | 30,280 | $9.73M | 2.18% | −893−2.9% | Reduced |
| Union Heritage Capital, LLC | 30,205 | $9.73M | 3.30% | 00.0% | Unchanged |
| Patten Group, Inc. | 30,203 | $9.73M | 1.80% | +105+0.3% | Added |
| White Pine Investment CO | 30,187 | $9.73M | 2.29% | −1,562−4.9% | Reduced |