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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 24,225 | $7.81M | 1.80% | −1,489−5.8% | Reduced |
| GFS Advisors, LLC | 24,149 | $7.78M | 0.92% | −4,739−16.4% | Reduced |
| Harbor Advisors LLC | 24,148 | $7.78M | 1.17% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 24,146 | $7.78M | 1.72% | −339−1.4% | Reduced |
| Symphony Financial, Ltd. Co. | 24,046 | $7.77M | 1.04% | −6,219−20.5% | Reduced |
| Patton Fund Management, Inc. | 24,123 | $7.77M | 1.04% | +12,331+104.6% | Added |
| Atlas Brown,Inc. | 24,092 | $7.76M | 2.31% | −876−3.5% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 24,084 | $7.76M | 4.25% | −281−1.2% | Reduced |
| Advisor OS, LLC | 24,013 | $7.74M | 0.62% | +3,516+17.2% | Added |
| Cherokee Insurance Co | 24,010 | $7.74M | 3.14% | 00.0% | Unchanged |
| Bretton Capital Management, LLC | 24,000 | $7.73M | 6.47% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 23,986 | $7.73M | 0.36% | +2,772+13.1% | Added |
| Arvest Investments, Inc. | 23,947 | $7.72M | 1.08% | −741−3.0% | Reduced |
| S&CO Inc | 23,935 | $7.71M | 0.48% | −60−0.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 23,816 | $7.68M | 0.27% | +3,288+16.0% | Added |
| KKM Financial LLC | 23,826 | $7.68M | 1.36% | +2,884+13.8% | Added |
| Myriad Asset Management Advisors LLC | 23,815 | $7.67M | 2.36% | +23,815 | New |
| Ramirez Asset Management, Inc. | 23,765 | $7.66M | 1.01% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 23,699 | $7.64M | 4.78% | −221−0.9% | Reduced |
| Northern Oak Wealth Management Inc | 23,682 | $7.63M | 0.96% | −602−2.5% | Reduced |
| Icon Advisers Inc | 23,680 | $7.63M | 1.65% | −557−2.3% | Reduced |
| Evergreen Private Wealth LLC | 23,633 | $7.62M | 3.00% | −3,397−12.6% | Reduced |
| Martin Capital Partners, LLC | 23,614 | $7.61M | 2.86% | −191−0.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 23,568 | $7.59M | 2.30% | −242−1.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 23,536 | $7.58M | 0.95% | +1,507+6.8% | Added |
| Greenfield Savings Bank | 23,526 | $7.58M | 3.19% | −176−0.7% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 23,509 | $7.57M | 1.75% | −854−3.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 23,500 | $7.57M | 3.69% | +4,500+23.7% | Added |
| Virginia Wealth Management Group, Inc. | 23,468 | $7.56M | 4.42% | −194−0.8% | Reduced |
| Pavion Blue Capital, LLC | 23,464 | $7.56M | 3.14% | −122−0.5% | Reduced |
| Family Management Corp | 23,457 | $7.56M | 0.96% | +907+4.0% | Added |
| Cornerstone Wealth Management, LLC | 23,456 | $7.56M | 0.39% | +352+1.5% | Added |
| Arlington Financial Advisors, LLC | 23,436 | $7.55M | 1.08% | −64−0.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 23,414 | $7.54M | 0.23% | −27,010−53.6% | Reduced |
| Mechanics Financial Corp | 23,390 | $7.54M | 2.78% | −58−0.2% | Reduced |
| Caliber Wealth Management, LLC | 23,380 | $7.53M | 0.81% | −557−2.3% | Reduced |
| Third View Private Wealth, LLC | 23,348 | $7.52M | 1.01% | +23,348 | New |
| Portfolio Design Labs, LLC | 23,324 | $7.52M | 1.24% | +540+2.4% | Added |
| Shoker Investment Counsel, Inc. | 23,314 | $7.51M | 2.20% | −660−2.8% | Reduced |
| VeraBank, N.A. | 23,316 | $7.51M | 1.37% | −173−0.7% | Reduced |
| Pensionfund Sabic | 23,300 | $7.51M | 2.04% | 00.0% | Unchanged |
| Slagle Financial, LLC | 23,233 | $7.49M | 2.61% | +275+1.2% | Added |
| Agp Franklin, LLC | 23,221 | $7.48M | 3.51% | −408−1.7% | Reduced |
| Malaga Cove Capital, LLC | 23,221 | $7.48M | 2.59% | −1,066−4.4% | Reduced |
| Rockport Wealth LLC | 23,184 | $7.47M | 1.45% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 23,160 | $7.46M | 2.89% | −1,550−6.3% | Reduced |
| Gradient Capital Advisors, LLC | 23,124 | $7.45M | 1.92% | −854−3.6% | Reduced |
| Roberts Wealth Advisors, LLC | 23,096 | $7.44M | 1.94% | −1,385−5.7% | Reduced |
| Blue Edge Capital, LLC | 23,076 | $7.44M | 0.99% | +360+1.6% | Added |
| National Philanthropic Trust | 23,032 | $7.42M | 0.07% | +7,227+45.7% | Added |
| Benin Management CORP | 23,006 | $7.41M | 1.65% | +4,159+22.1% | Added |
| Enhancing Capital LLC | 23,000 | $7.41M | 5.30% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 22,986 | $7.41M | 2.46% | +20+0.1% | Added |
| Norway Savings Bank | 22,951 | $7.40M | 3.42% | +877+4.0% | Added |
| Green Square Capital Advisors LLC | 22,884 | $7.37M | 0.77% | −1,908−7.7% | Reduced |
| Silvant Capital Management LLC | 22,865 | $7.37M | 0.25% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 22,859 | $7.37M | 3.39% | −20−0.1% | Reduced |
| Everhart Financial Group, Inc. | 22,843 | $7.36M | 0.68% | −5,846−20.4% | Reduced |
| Hudson Capital Management LLC | 22,839 | $7.36M | 1.85% | −631−2.7% | Reduced |
| Bank of Stockton | 22,821 | $7.35M | 2.10% | −334−1.4% | Reduced |
| Van Eck Associates Corp | 22,739 | $7.33M | 0.01% | +2,480+12.2% | Added |
| Regatta Capital Group, LLC | 22,733 | $7.33M | 1.11% | −199−0.9% | Reduced |
| Nichols & Pratt Advisers LLP | 22,733 | $7.33M | 0.46% | −64−0.3% | Reduced |
| L2 Asset Management, LLC | 22,660 | $7.30M | 0.98% | −5,647−19.9% | Reduced |
| Second Line Capital, LLC | 22,645 | $7.30M | 1.50% | +108+0.5% | Added |
| TigerOak Management, L.L.C. | 22,627 | $7.29M | 2.22% | +57+0.3% | Added |
| Moody National Bank Trust Division | 22,596 | $7.28M | 0.70% | −10,575−31.9% | Reduced |
| Spirit of America Management Corp | 22,592 | $7.28M | 1.54% | +600+2.7% | Added |
| Headlands Technologies LLC | 22,575 | $7.27M | 0.61% | +22,575 | New |
| SBI Securities Co., Ltd. | 22,565 | $7.27M | 0.19% | +2,836+14.4% | Added |
| Royal Capital Wealth Management, LLC | 22,552 | $7.27M | 4.29% | +60+0.3% | Added |
| Umpqua Bank | 22,540 | $7.26M | 2.02% | −568−2.5% | Reduced |
| Dover Advisors, LLC | 22,520 | $7.26M | 2.81% | −649−2.8% | Reduced |
| Alps Advisors Inc | 22,426 | $7.23M | 0.04% | +187+0.8% | Added |
| SOA Wealth Advisors, LLC. | 43,477 | $7.22M | 1.22% | −231−0.5% | Reduced |
| WealthPLAN Partners, LLC | 22,375 | $7.21M | 1.08% | −953−4.1% | Reduced |
| Financial Engines Advisors L.L.C. | 22,351 | $7.20M | 0.01% | −613−2.7% | Reduced |
| Perkins Coie Trust Co | 22,304 | $7.19M | 1.34% | +197+0.9% | Added |
| O'Rourke & Company, Inc | 22,295 | $7.18M | 2.79% | −17−0.1% | Reduced |
| Mather Group, LLC. | 22,206 | $7.16M | 0.07% | +776+3.6% | Added |
| Intrepid Financial Planning Group LLC | 22,193 | $7.15M | 2.72% | −70.0% | Reduced |
| Curbstone Financial Management Corp | 22,184 | $7.15M | 1.37% | +488+2.2% | Added |
| Catalyst Financial Partners LLC | 22,183 | $7.15M | 0.80% | +1,720+8.4% | Added |
| Apella Capital, LLC | 22,180 | $7.15M | 0.14% | −909−3.9% | Reduced |
| Morton Community Bank | 23,350 | $7.14M | 1.54% | −353−1.5% | Reduced |
| SeaCrest Wealth Management, LLC | 21,767 | $7.12M | 0.72% | −881−3.9% | Reduced |
| TRUE Private Wealth Advisors | 22,080 | $7.11M | 0.71% | +37+0.2% | Added |
| Mathes Company, Inc. | 22,071 | $7.11M | 2.54% | +210+1.0% | Added |
| Trustco Bank Corp N Y | 22,056 | $7.11M | 6.41% | −2,929−11.7% | Reduced |
| Bright Rock Capital Management, LLC | 22,000 | $7.09M | 1.39% | 00.0% | Unchanged |
| Ulysses Management LLC | 22,000 | $7.09M | 1.86% | +9,000+69.2% | Added |
| Cane Capital Partners, LLC | 21,923 | $7.06M | 2.96% | +21,923 | New |
| Providence Wealth Advisors, LLC | 20,921 | $7.04M | 4.40% | +43+0.2% | Added |
| Andrew Hill Investment Advisors, Inc. | 21,835 | $7.04M | 5.36% | +1,488+7.3% | Added |
| Hudock, Inc. | 21,819 | $7.03M | 1.04% | +35+0.2% | Added |
| X-Square Capital, LLC | 21,819 | $7.03M | 2.30% | −474−2.1% | Reduced |
| LOM Asset Management Ltd | 21,810 | $7.03M | 2.04% | −123−0.6% | Reduced |
| Beaton Management Co. Inc. | 21,806 | $7.03M | 3.10% | −261−1.2% | Reduced |
| Grandfield & Dodd, LLC | 21,797 | $7.02M | 0.40% | −925−4.1% | Reduced |
| Trinity Legacy Partners, LLC | 21,792 | $7.02M | 1.61% | +159+0.7% | Added |