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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 27,274 | $8.79M | 1.34% | +2,200+8.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 27,138 | $8.74M | 0.91% | +530+2.0% | Added |
| Capital Investment Advisory Services, LLC | 27,097 | $8.73M | 0.62% | +281+1.0% | Added |
| Holderness Investments Co | 27,075 | $8.72M | 1.77% | −554−2.0% | Reduced |
| Titan Wealth (CI) Ltd | 27,057 | $8.72M | 3.35% | +27,057 | New |
| Hengehold Capital Management LLC | 27,013 | $8.70M | 0.73% | −1,021−3.6% | Reduced |
| Modus Advisors, LLC | 26,957 | $8.69M | 2.29% | −312−1.1% | Reduced |
| Sitrin Capital Management LLC | 26,920 | $8.67M | 4.12% | +35+0.1% | Added |
| Kera Capital Partners, Inc. | 28,334 | $8.67M | 1.07% | +984+3.6% | Added |
| Kensington Investment Counsel, LLC | 26,863 | $8.66M | 3.52% | +173+0.6% | Added |
| Agate Pass Investment Management, LLC | 26,858 | $8.65M | 3.22% | −266−1.0% | Reduced |
| Everett Harris & Co | 26,815 | $8.64M | 0.10% | +641+2.4% | Added |
| Ninety One North America, Inc. | 26,814 | $8.64M | 0.35% | +26,814 | New |
| Bank of New Hampshire | 26,809 | $8.64M | 1.94% | −738−2.7% | Reduced |
| Consolidated Investment Group LLC | 26,702 | $8.60M | 1.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 26,684 | $8.60M | 3.55% | −34−0.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 26,658 | $8.59M | 0.18% | +423+1.6% | Added |
| Evexia Wealth LLC | 27,873 | $8.58M | 2.40% | −104−0.4% | Reduced |
| SkyOak Wealth, LLC | 26,622 | $8.58M | 1.54% | +30+0.1% | Added |
| Concord Asset Management, LLC | 26,611 | $8.57M | 1.49% | +556+2.1% | Added |
| Qsemble Capital Management, LP | 26,599 | $8.57M | 0.71% | +26,599 | New |
| First PREMIER Bank | 26,593 | $8.57M | 1.96% | −56−0.2% | Reduced |
| Liberty Capital Management, Inc. | 26,590 | $8.57M | 1.60% | +150+0.6% | Added |
| Nomura Holdings Inc | 26,531 | $8.55M | 0.02% | −61,233−69.8% | Reduced |
| Naviter Wealth, LLC | 26,513 | $8.54M | 1.11% | −4,976−15.8% | Reduced |
| Peddock Capital Advisors, LLC | 26,465 | $8.53M | 1.79% | −387−1.4% | Reduced |
| Mirabaud & Cie SA | 26,450 | $8.52M | 2.75% | −2,844−9.7% | Reduced |
| Papp L Roy & Associates | 26,399 | $8.51M | 0.94% | +680+2.6% | Added |
| Sunbelt Securities, Inc. | 26,363 | $8.49M | 0.57% | −310−1.2% | Reduced |
| Premier Path Wealth Partners, LLC | 26,353 | $8.49M | 1.10% | +622+2.4% | Added |
| Marble Wealth, LLC | 26,310 | $8.48M | 1.18% | +26,310 | New |
| Formidable Asset Management, LLC | 26,854 | $8.47M | 1.23% | −558−2.0% | Reduced |
| Cigna Investments Inc | 26,280 | $8.47M | 1.23% | −842−3.1% | Reduced |
| Montecito Bank & Trust | 26,208 | $8.44M | 1.35% | −2,278−8.0% | Reduced |
| Atlas Wealth LLC | 26,206 | $8.44M | 2.56% | −387−1.5% | Reduced |
| First Pacific Financial | 26,156 | $8.43M | 1.10% | −1,129−4.1% | Reduced |
| Capital Insight Partners, LLC | 26,141 | $8.42M | 1.78% | −4,283−14.1% | Reduced |
| Bell Asset Management Ltd | 26,004 | $8.42M | 2.25% | +26,004 | New |
| Dean Investment Associates, LLC | 26,135 | $8.42M | 1.20% | −1,132−4.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 26,132 | $8.42M | 1.19% | +16,535+172.3% | Added |
| Brentview Investment Management LLC | 26,128 | $8.42M | 3.81% | +264+1.0% | Added |
| Covenant Asset Management, LLC | 26,120 | $8.42M | 1.62% | −317−1.2% | Reduced |
| Granite Bay Wealth Management, LLC | 26,117 | $8.42M | 2.04% | +923+3.7% | Added |
| Am Investment Strategies LLC | 25,987 | $8.37M | 1.74% | +183+0.7% | Added |
| Uncommon Cents Investing LLC | 25,945 | $8.36M | 2.02% | +135+0.5% | Added |
| BFSG, LLC | 25,865 | $8.33M | 0.81% | −86−0.3% | Reduced |
| Harbor Advisory Corp | 25,861 | $8.33M | 2.52% | −3,429−11.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 25,792 | $8.33M | 2.78% | +19+0.1% | Added |
| Palmer Knight Co | 25,816 | $8.32M | 4.37% | −45−0.2% | Reduced |
| Howard Capital Management Inc. | 25,784 | $8.31M | 0.11% | +3,976+18.2% | Added |
| Wright Investors Service Inc | 25,756 | $8.30M | 2.49% | −23−0.1% | Reduced |
| Jericho Financial, LLP | 25,742 | $8.29M | 5.00% | −65−0.3% | Reduced |
| Mattern Wealth Management LLC | 25,733 | $8.29M | 1.60% | +354+1.4% | Added |
| Aprio Wealth Management, LLC | 25,709 | $8.28M | 0.48% | +7,812+43.6% | Added |
| Strategic Blueprint, LLC | 25,708 | $8.28M | 0.49% | −6,110−19.2% | Reduced |
| SG Trading Solutions, LLC | 25,665 | $8.27M | 1.92% | +25,665 | New |
| Bowman & Co S.C. | 25,650 | $8.27M | 3.48% | −152−0.6% | Reduced |
| Alta Capital Management LLC | 25,622 | $8.26M | 0.55% | −383−1.5% | Reduced |
| Rowland & Co Investment Counsel | 25,593 | $8.25M | 1.59% | +172+0.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 25,569 | $8.24M | 2.77% | +5,193+25.5% | Added |
| Advisortrust Partners, LLC | 25,541 | $8.23M | 3.62% | +25,541 | New |
| Family Legacy, Inc. | 25,516 | $8.22M | 2.46% | −152−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 25,457 | $8.20M | 0.02% | −439−1.7% | Reduced |
| Skylands Capital, LLC | 25,450 | $8.20M | 1.11% | −55−0.2% | Reduced |
| Arrow Financial Corp | 25,415 | $8.19M | 0.82% | −610−2.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 25,255 | $8.14M | 0.68% | +1,354+5.7% | Added |
| Old Port Advisors | 25,252 | $8.14M | 2.00% | −200−0.8% | Reduced |
| Leonteq Securities AG | 25,205 | $8.12M | 0.43% | −12,783−33.7% | Reduced |
| StrongBox Wealth, LLC | 25,187 | $8.12M | 2.67% | +199+0.8% | Added |
| Northwest Bancshares, Inc. | 25,124 | $8.10M | 1.56% | −3,624−12.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 25,118 | $8.09M | 3.04% | +25,118 | New |
| S-Bank Fund Management Ltd | 25,104 | $8.09M | 1.05% | −3,294−11.6% | Reduced |
| RKL Wealth Management LLC | 25,089 | $8.08M | 0.66% | +779+3.2% | Added |
| Quest Investment Management LLC | 25,084 | $8.08M | 0.87% | −11,746−31.9% | Reduced |
| Sagewood Asset Management LP | 25,034 | $8.07M | 2.86% | +25,034 | New |
| Eos Management, L.P. | 25,000 | $8.06M | 3.14% | 00.0% | Unchanged |
| Marex Group plc | 24,985 | $8.05M | 0.09% | −7,473−23.0% | Reduced |
| Midwest Professional Planners, LTD. | 24,970 | $8.05M | 1.91% | −150−0.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 24,940 | $8.04M | 3.15% | +281+1.1% | Added |
| Consolidated Capital Management, LLC | 24,913 | $8.03M | 2.43% | +6,390+34.5% | Added |
| Triangle Securities Wealth Management | 24,910 | $8.03M | 1.69% | −912−3.5% | Reduced |
| Ethos Financial Group, LLC | 24,894 | $8.02M | 0.59% | +1,195+5.0% | Added |
| Strategic Financial Services, Inc, | 24,850 | $8.01M | 0.37% | −1,119−4.3% | Reduced |
| Scott & Selber, Inc. | 24,830 | $8.00M | 2.01% | −656−2.6% | Reduced |
| Dudley Capital Management, LLC | 24,807 | $7.99M | 3.51% | −24−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24,781 | $7.98M | 1.97% | +2,697+12.2% | Added |
| Aspiriant, LLC | 24,769 | $7.98M | 0.23% | +1,741+7.6% | Added |
| Ibex Wealth Advisors | 24,724 | $7.97M | 0.78% | +16,032+184.4% | Added |
| McKinley Carter Wealth Services, Inc. | 24,703 | $7.96M | 0.44% | −2,223−8.3% | Reduced |
| Norden Group LLC | 24,589 | $7.92M | 0.78% | +2,562+11.6% | Added |
| Edgestream Partners, L.P. | 24,562 | $7.91M | 0.22% | +17,298+238.1% | Added |
| McRae Capital Management Inc | 24,539 | $7.91M | 1.61% | −1,608−6.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 24,401 | $7.86M | 0.16% | +628+2.6% | Added |
| Sterling Investment Advisors, Ltd. | 24,392 | $7.86M | 1.45% | +284+1.2% | Added |
| Amica Mutual Insurance Co | 24,345 | $7.84M | 0.68% | 00.0% | Unchanged |
| Delta Capital Management LLC | 24,335 | $7.84M | 4.41% | −2,800−10.3% | Reduced |
| Athena Investment Management | 24,278 | $7.82M | 4.01% | −188−0.8% | Reduced |
| Mount Vernon Associates Inc | 24,261 | $7.82M | 5.26% | −96−0.4% | Reduced |
| Lee Johnson Capital Management, LLC | 24,244 | $7.81M | 2.68% | −1,037−4.1% | Reduced |
| Crystal Rock Capital Management | 24,243 | $7.81M | 4.13% | −500−2.0% | Reduced |