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; 5,157 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
- 5,155
- +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
- 2,155 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 901,255 | $290.4M | 1.65% | −76,495−7.8% | Reduced |
| Teacher Retirement System of Texas | 900,668 | $290.2M | 1.00% | +89,896+11.1% | Added |
| Captrust Financial Advisors | 875,280 | $282.0M | 0.54% | +3,771+0.4% | Added |
| Actiam N.V. | 867,353 | $279.5M | 2.81% | −9,363−1.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 865,031 | $278.8M | 0.87% | +865,031 | New |
| Resona Asset Management Co.,Ltd. | 853,335 | $275.2M | 1.32% | −44,449−5.0% | Reduced |
| LGT Group Foundation | 849,129 | $274.6M | 2.99% | +24,850+3.0% | Added |
| Man Group plc | 847,101 | $273.0M | 0.52% | +111,622+15.2% | Added |
| Cullen Capital Management LLC | 841,839 | $271.3M | 2.96% | −164,826−16.4% | Reduced |
| AMF Pensionsforsakring AB | 840,975 | $271.0M | 1.68% | +74,114+9.7% | Added |
| Empower Advisory Group, LLC | 840,037 | $270.7M | 0.73% | +1,512+0.2% | Added |
| Rafferty Asset Management, LLC | 830,426 | $267.6M | 0.92% | −84,688−9.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 829,622 | $267.3M | 0.74% | +97,700+13.3% | Added |
| CIBC Asset Management Inc | 823,309 | $265.2M | 0.64% | +260,171+46.2% | Added |
| Panagora Asset Management Inc | 813,949 | $262.3M | 0.93% | −399,662−32.9% | Reduced |
| Ci Investments Inc. | 808,227 | $260.4M | 1.14% | −255,374−24.0% | Reduced |
| Assetmark, Inc | 801,296 | $258.2M | 0.53% | +51,581+6.9% | Added |
| Boston Trust Walden Corp | 782,214 | $252.0M | 1.90% | −43,573−5.3% | Reduced |
| Clark Capital Management Group, Inc. | 778,936 | $251.0M | 1.54% | −90,988−10.5% | Reduced |
| Mercer Global Advisors Inc | 760,957 | $250.8M | 0.38% | +61,414+8.8% | Added |
| Nomura Asset Management International Inc. | 777,921 | $250.7M | 0.38% | +777,921 | New |
| Arizona State Retirement System | 769,098 | $247.8M | 1.35% | −42,288−5.2% | Reduced |
| Pinebridge Investments LLC | 767,072 | $247.2M | 1.82% | +767,072 | New |
| Bristol John W & Co Inc | 766,732 | $247.1M | 3.80% | −130,991−14.6% | Reduced |
| Groupama Asset Managment | 760,026 | $244.8M | 3.58% | −17,118−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 746,883 | $240.7M | 3.15% | −8,340−1.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 745,717 | $240.3M | 3.85% | +4,265+0.6% | Added |
| DnB Asset Management AS | 737,362 | $237.6M | 0.83% | +28,815+4.1% | Added |
| First Financial Bankshares Inc | 737,285 | $237.6M | 4.78% | +11,089+1.5% | Added |
| Compagnie Lombard Odier SCmA | 731,703 | $235.8M | 2.56% | −232,422−24.1% | Reduced |
| Omers Administration Corp | 731,141 | $235.6M | 1.68% | +1,057+0.1% | Added |
| Worldquant Millennium Advisors LLC | 726,074 | $234.0M | 0.91% | −6,669−0.9% | Reduced |
| Czech National Bank | 717,819 | $231.3M | 1.50% | +19,439+2.8% | Added |
| Forsta Ap-Fonden | 714,040 | $230.1M | 1.37% | −20,960−2.9% | Reduced |
| Calamos Advisors LLC | 713,195 | $229.8M | 0.94% | −31,373−4.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 713,383 | $229.8M | 0.92% | −195,735−21.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 711,055 | $229.1M | 1.80% | −30,614−4.1% | Reduced |
| Loomis Sayles & Co L P | 708,146 | $228.2M | 0.28% | −36,651−4.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 710,934 | $228.0M | 2.01% | −23,587−3.2% | Reduced |
| Quilter Plc | 704,389 | $227.0M | 3.81% | −10,195−1.4% | Reduced |
| Sanctuary Advisors, LLC | 702,049 | $226.2M | 1.24% | +9,760+1.4% | Added |
| ProShare Advisors LLC | 701,638 | $226.1M | 0.40% | +40,319+6.1% | Added |
| James Hambro & Partners | 691,262 | $222.8M | 7.96% | +1,262+0.2% | Added |
| Whittier Trust Co | 656,811 | $219.8M | 2.38% | +12,075+1.9% | Added |
| Gateway Investment Advisers LLC | 682,056 | $219.8M | 2.04% | −13,363−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 679,313 | $218.9M | 1.21% | +14,389+2.2% | Added |
| Welch & Forbes LLC | 665,957 | $214.6M | 2.60% | −5,331−0.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 661,597 | $213.2M | 4.16% | −9,794−1.5% | Reduced |
| MetLife Investment Management | 652,503 | $210.2M | 1.02% | −30,222−4.4% | Reduced |
| EP Wealth Advisors, LLC | 646,590 | $208.3M | 1.08% | +646,590 | New |
| ABN AMRO Bank N.V. | 647,531 | $208.2M | 1.96% | +35,498+5.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 644,594 | $207.7M | 0.55% | +4,943+0.8% | Added |
| Samlyn Capital, LLC | 636,283 | $205.0M | 3.27% | −79,866−11.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 633,213 | $204.0M | 1.03% | −27,103−4.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 632,100 | $203.7M | 1.25% | +83,400+15.2% | Added |
| Allspring Global Investments Holdings, LLC | 619,879 | $201.8M | 0.33% | −22,004−3.4% | Reduced |
| Balyasny Asset Management LLC | 625,007 | $201.4M | 0.38% | +94,828+17.9% | Added |
| Candriam Luxembourg S.C.A. | 622,691 | $200.7M | 1.00% | −50,058−7.4% | Reduced |
| Pinnacle Financial Partners, Inc. | 620,597 | $200.0M | 1.51% | +620,597 | New |
| Kames Capital plc | 617,381 | $199.0M | 2.37% | −24,694−3.8% | Reduced |
| MUFG Securities EMEA plc | 614,741 | $198.1M | 2.30% | +309,809+101.6% | Added |
| LSV Asset Management | 612,122 | $197.2M | 0.43% | −24,800−3.9% | Reduced |
| Union Bancaire Privee, UBP SA | 643,664 | $196.3M | 3.26% | +3,475+0.5% | Added |
| Douglas Lane & Associates, LLC | 607,589 | $195.8M | 2.69% | −37,744−5.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 599,061 | $193.0M | 0.74% | +31,318+5.5% | Added |
| Capital International Inc | 588,854 | $189.7M | 1.49% | −129,838−18.1% | Reduced |
| Evercore Wealth Management, LLC | 586,994 | $189.1M | 2.77% | −4,016−0.7% | Reduced |
| Lido Advisors, LLC | 592,350 | $188.0M | 0.74% | +3,983+0.7% | Added |
| Davenport & Co LLC | 579,219 | $186.7M | 1.01% | +80.0% | Added |
| Davis Selected Advisers | 571,586 | $184.2M | 0.83% | −24,040−4.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 569,662 | $183.6M | 2.07% | −1240.0% | Reduced |
| Capital Advisors Inc | 567,263 | $182.8M | 2.94% | +6,479+1.2% | Added |
| Peapack Gladstone Financial Corp | 565,655 | $182.3M | 2.30% | −10,315−1.8% | Reduced |
| Smead Capital Management, Inc. | 562,792 | $181.3M | 3.76% | −39,155−6.5% | Reduced |
| RE Advisers Corp | 560,725 | $180.7M | 4.78% | −116,711−17.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 547,346 | $176.4M | 0.10% | +262,599+92.2% | Added |
| EFG International AG | 542,828 | $175.0M | 3.38% | +542,828 | New |
| Daiwa Securities Group Inc. | 541,340 | $174.4M | 0.57% | +18,460+3.5% | Added |
| Employees Retirement System of Texas | 541,000 | $174.3M | 1.42% | −9,700−1.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 539,986 | $174.0M | 1.70% | −164,835−23.4% | Reduced |
| Kestra Advisory Services, LLC | 539,571 | $173.9M | 0.72% | +12,089+2.3% | Added |
| CWM, LLC | 536,109 | $172.7M | 0.47% | +55,656+11.6% | Added |
| Agf Management Ltd | 531,758 | $171.3M | 0.74% | −7,009−1.3% | Reduced |
| IFM Investors Pty Ltd | 528,882 | $170.4M | 1.42% | −4,656−0.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 528,817 | $170.4M | 1.84% | −16,213−3.0% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 526,314 | $169.6M | 1.54% | +526,314 | New |
| Swiss Life Asset Management Ltd | 519,720 | $167.5M | 0.85% | +33,949+7.0% | Added |
| AE Wealth Management LLC | 516,607 | $166.5M | 0.96% | +38,562+8.1% | Added |
| ING Groep NV | 507,274 | $163.5M | 0.99% | −2,342−0.5% | Reduced |
| Amalgamated Bank | 502,054 | $161.8M | 1.17% | −25,812−4.9% | Reduced |
| Parnassus Investments | 500,909 | $161.4M | 0.42% | −22,749−4.3% | Reduced |
| Bridges Investment Management Inc | 497,685 | $160.4M | 2.03% | −29,991−5.7% | Reduced |
| Factory Mutual Insurance Co | 493,775 | $159.1M | 1.61% | −47,950−8.9% | Reduced |
| ASR Vermogensbeheer N.V. | 493,227 | $158.9M | 1.85% | −7,013−1.4% | Reduced |
| Pathstone Holdings, LLC | 489,844 | $157.8M | 0.61% | +23,437+5.0% | Added |
| British Columbia Investment Management Corp | 487,943 | $157.2M | 0.83% | +87,804+21.9% | Added |
| Commerzbank Aktiengesellschaft | 486,779 | $156.8M | 3.19% | −6,621−1.3% | Reduced |
| Tiaa Trust, National Association | 486,114 | $156.6M | 0.38% | +13,186+2.8% | Added |
| JustInvest LLC | 483,548 | $155.8M | 1.52% | +30,850+6.8% | Added |
| TCW Group Inc | 482,560 | $155.5M | 1.11% | +33,553+7.5% | Added |