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 |
|---|---|---|---|---|---|
| Cottage Street Advisors LLC | 30,184 | $9.73M | 4.11% | −1,943−6.0% | Reduced |
| William B. Walkup & Associates, Inc. | 30,147 | $9.71M | 5.32% | −412−1.3% | Reduced |
| Cove Private Wealth, LLC | 30,081 | $9.69M | 2.89% | +1,676+5.9% | Added |
| Concord Wealth Partners | 30,031 | $9.68M | 1.26% | +833+2.9% | Added |
| Oak Family Advisors, LLC | 30,023 | $9.67M | 2.96% | +299+1.0% | Added |
| Allen Holding Inc | 30,000 | $9.67M | 0.92% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 30,000 | $9.67M | 0.33% | +7,500+33.3% | Added |
| Stone Point Wealth LLC | 29,930 | $9.64M | 2.62% | −1,073−3.5% | Reduced |
| Covington Investment Advisors Inc. | 29,898 | $9.63M | 1.32% | −2,293−7.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 29,870 | $9.62M | 5.38% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 29,866 | $9.62M | 1.07% | −449−1.5% | Reduced |
| CoreCap Advisors, LLC | 29,865 | $9.62M | 0.34% | +851+2.9% | Added |
| Private Wealth Asset Management, LLC | 29,739 | $9.58M | 1.04% | +193+0.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $9.57M | 2.47% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 31,512 | $9.56M | 4.70% | −993−3.1% | Reduced |
| Grove Bank & Trust | 29,649 | $9.55M | 1.07% | −20.0% | Reduced |
| Wealth Effects LLC | 29,572 | $9.53M | 2.98% | −117−0.4% | Reduced |
| Spirepoint Private Client, LLC | 29,562 | $9.53M | 0.91% | +3,449+13.2% | Added |
| BBR Partners, LLC | 29,556 | $9.52M | 0.51% | −111−0.4% | Reduced |
| Argyle Capital Management Inc. | 29,554 | $9.52M | 3.18% | −150−0.5% | Reduced |
| Guardian Wealth Advisors, LLC | 29,491 | $9.50M | 0.60% | +233+0.8% | Added |
| Hall Capital Management Co Inc | 29,471 | $9.50M | 3.67% | −190−0.6% | Reduced |
| Cumberland Partners Ltd | 29,427 | $9.48M | 0.58% | +16,913+135.2% | Added |
| RDA Financial Network | 29,407 | $9.48M | 2.28% | −518−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 29,404 | $9.47M | 0.64% | −1,082−3.5% | Reduced |
| Paradigm Asset Management Co LLC | 29,391 | $9.47M | 2.19% | −1,900−6.1% | Reduced |
| Patient Capital Management, LLC | 29,379 | $9.47M | 0.37% | 00.0% | Unchanged |
| McDonald Partners LLC | 29,368 | $9.46M | 2.98% | −1,587−5.1% | Reduced |
| Marietta Investment Partners LLC | 29,301 | $9.44M | 1.87% | +528+1.8% | Added |
| Hamilton Point Investment Advisors, LLC | 29,257 | $9.43M | 1.43% | +393+1.4% | Added |
| Campbell & CO Investment Adviser LLC | 29,196 | $9.41M | 0.45% | +29,196 | New |
| Ironwood Investment Counsel, LLC | 29,184 | $9.40M | 1.31% | −217−0.7% | Reduced |
| Platform Technology Partners | 29,102 | $9.38M | 2.00% | +349+1.2% | Added |
| RPg Family Wealth Advisory, LLC | 29,070 | $9.37M | 2.06% | −267−0.9% | Reduced |
| Archford Capital Strategies, LLC | 29,033 | $9.36M | 1.09% | −103−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 29,027 | $9.35M | 0.28% | −914−3.1% | Reduced |
| MSH Capital Advisors LLC | 29,000 | $9.34M | 2.00% | +3,078+11.9% | Added |
| Shelter Mutual Insurance Co | 29,000 | $9.34M | 2.08% | 00.0% | Unchanged |
| Avestar Capital, LLC | 28,974 | $9.34M | 0.64% | −474−1.6% | Reduced |
| Ami Investment Management Inc | 28,969 | $9.33M | 2.10% | +992+3.5% | Added |
| Connecticut Wealth Management, LLC | 28,948 | $9.33M | 0.41% | +1,036+3.7% | Added |
| Ausdal Financial Partners, Inc. | 28,948 | $9.33M | 0.43% | −2,571−8.2% | Reduced |
| Schmidt P J Investment Management Inc | 28,914 | $9.32M | 1.52% | +578+2.0% | Added |
| High Note Wealth, LLC | 28,890 | $9.31M | 1.82% | +226+0.8% | Added |
| Texas Bank & Trust Co | 28,833 | $9.29M | 3.38% | −48−0.2% | Reduced |
| Little House Capital LLC | 28,824 | $9.29M | 2.33% | +802+2.9% | Added |
| Herold Advisors, Inc. | 28,817 | $9.29M | 2.07% | −196−0.7% | Reduced |
| MV Capital Management, Inc. | 28,786 | $9.28M | 0.89% | +365+1.3% | Added |
| Zevenbergen Capital Investments LLC | 28,748 | $9.26M | 0.21% | −350−1.2% | Reduced |
| Simon Quick Advisors, LLC | 28,746 | $9.26M | 0.40% | −861−2.9% | Reduced |
| Hillsdale Investment Management Inc. | 28,735 | $9.26M | 0.26% | +1,143+4.1% | Added |
| Pathway Financial Advisers, LLC | 28,725 | $9.26M | 2.68% | −423−1.5% | Reduced |
| Lauterbach Financial Advisors, LLC | 28,651 | $9.23M | 4.52% | +30+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 28,636 | $9.23M | 1.10% | +1,648+6.1% | Added |
| Boyer & Corporon Wealth Management, LLC | 28,633 | $9.23M | 2.76% | −6,096−17.6% | Reduced |
| Socorro Asset Management LP | 28,604 | $9.22M | 3.57% | +335+1.2% | Added |
| Parisi Gray Wealth Management | 28,572 | $9.21M | 2.09% | −115−0.4% | Reduced |
| Addison Capital Co | 28,568 | $9.21M | 2.30% | −1,141−3.8% | Reduced |
| Hartford Financial Management Inc. | 28,550 | $9.20M | 2.39% | −256−0.9% | Reduced |
| MTM Investment Management, LLC | 28,527 | $9.19M | 2.93% | +16+0.1% | Added |
| Marino, Stram & Associates LLC | 28,521 | $9.19M | 1.66% | −1,878−6.2% | Reduced |
| SeaBridge Investment Advisors LLC | 28,516 | $9.19M | 1.52% | −772−2.6% | Reduced |
| IFC Advisors LLC | 28,487 | $9.18M | 1.34% | +471+1.7% | Added |
| Amarillo National Bank | 28,486 | $9.18M | 1.61% | −879−3.0% | Reduced |
| Concorde Financial Corp | 29,099 | $9.16M | 7.10% | −644−2.2% | Reduced |
| HGK Asset Management Inc | 28,430 | $9.16M | 1.36% | −2,059−6.8% | Reduced |
| Klingman & Associates, LLC | 28,403 | $9.15M | 0.44% | −198−0.7% | Reduced |
| Sava Infond d.o.o. | 28,395 | $9.15M | 1.24% | −1,780−5.9% | Reduced |
| RB Capital Management, LLC | 28,394 | $9.15M | 1.86% | +275+1.0% | Added |
| Essex Savings Bank | 28,360 | $9.14M | 1.98% | +289+1.0% | Added |
| Lincoln Capital LLC | 28,301 | $9.12M | 1.65% | −82−0.3% | Reduced |
| Red Cedar Investment Management, LLC | 28,289 | $9.12M | 0.98% | 00.0% | Unchanged |
| Act Two Investors LLC | 28,287 | $9.11M | 1.64% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 28,265 | $9.11M | 1.02% | +7,090+33.5% | Added |
| United Bank | 28,235 | $9.10M | 3.08% | +131+0.5% | Added |
| Brooks, Moore & Associates, Inc. | 28,228 | $9.10M | 4.47% | +100.0% | Added |
| Sompo Asset Management Co., Ltd. | 28,193 | $9.08M | 1.56% | −1,610−5.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 28,090 | $9.05M | 5.88% | −668−2.3% | Reduced |
| Avaii Wealth Management, LLC | 28,058 | $9.04M | 3.28% | +1,298+4.9% | Added |
| Trifecta Capital Advisors, LLC | 28,057 | $9.04M | 1.34% | +756+2.8% | Added |
| Smithfield Trust Co | 27,946 | $9.01M | 0.40% | +1,483+5.6% | Added |
| Argent Advisors, Inc. | 27,923 | $9.00M | 2.51% | −273−1.0% | Reduced |
| AssuredPartners Investment Advisors, LLC | 27,915 | $8.99M | 1.34% | +1,868+7.2% | Added |
| Algert Global LLC | 27,872 | $8.98M | 0.14% | +3,754+15.6% | Added |
| Scissortail Wealth Management, LLC | 27,868 | $8.98M | 2.05% | −93−0.3% | Reduced |
| Coastline Trust Co | 27,813 | $8.96M | 0.84% | +6,447+30.2% | Added |
| Capital Performance Advisors LLP | 27,812 | $8.96M | 0.64% | +17,572+171.6% | Added |
| Drucker Wealth 3.0, LLC | 27,808 | $8.96M | 1.58% | −712−2.5% | Reduced |
| BNC Wealth Management, LLC | 27,803 | $8.96M | 2.30% | +618+2.3% | Added |
| Diversified Enterprises, LLC | 27,636 | $8.90M | 0.53% | +5,596+25.4% | Added |
| tru Independence LLC | 27,606 | $8.90M | 2.24% | −647−2.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 27,599 | $8.89M | 1.94% | −200−0.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 27,562 | $8.88M | 0.90% | −226−0.8% | Reduced |
| Manhattan West Asset Management, LLC | 27,520 | $8.87M | 1.81% | −817−2.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 27,483 | $8.86M | 2.67% | −977−3.4% | Reduced |
| Stamos Capital Partners, L.P. | 27,443 | $8.84M | 1.42% | +1,294+4.9% | Added |
| Permanens Capital L.P. | 27,436 | $8.84M | 1.15% | +6,315+29.9% | Added |
| MSA Advisors, LLC | 27,350 | $8.81M | 2.21% | −3,850−12.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 27,336 | $8.81M | 1.20% | +1,687+6.6% | Added |
| Romano Brothers and Company | 27,292 | $8.79M | 1.00% | −427−1.5% | Reduced |