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 |
|---|---|---|---|---|---|
| Zurich Insurance Group Ltd | 482,000 | $155.3M | 1.08% | −83,989−14.8% | Reduced |
| Toroso Investments, LLC | 481,344 | $155.1M | 0.65% | +82,100+20.6% | Added |
| NewEdge Wealth, LLC | 480,501 | $154.8M | 1.75% | +30,271+6.7% | Added |
| Banco Santander, S.A. | 475,926 | $153.4M | 1.15% | +23,314+5.2% | Added |
| Federated Hermes, Inc. | 472,376 | $152.2M | 0.25% | +3,403+0.7% | Added |
| Susquehanna International Group, LLP | 472,090 | $152.1M | 0.21% | −484,257−50.6% | Reduced |
| AG Campbell Advisory, LLC | 471,920 | $152.1M | 96.02% | +471,920 | New |
| Basswood Capital Management, L.L.C. | 469,496 | $151.3M | 6.68% | 00.0% | Unchanged |
| HM Payson & Co | 468,495 | $151.0M | 2.13% | +14,681+3.2% | Added |
| Macquarie Group Ltd | 466,869 | $150.2M | 0.66% | −717,538−60.6% | Reduced |
| Woodline Partners LP | 464,973 | $149.8M | 0.58% | +101,558+27.9% | Added |
| Nissay Asset Management Corp | 464,723 | $149.7M | 0.78% | −44,832−8.8% | Reduced |
| MAI Capital Management | 463,946 | $149.5M | 0.86% | +16,391+3.7% | Added |
| Groupe la Francaise | 465,495 | $149.0M | 2.16% | −2,794−0.6% | Reduced |
| Sapient Capital LLC | 458,572 | $148.3M | 2.08% | −499−0.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 457,869 | $147.5M | 1.18% | 00.0% | Unchanged |
| Utah Retirement Systems | 455,644 | $146.8M | 1.40% | −3,213−0.7% | Reduced |
| Varma Mutual Pension Insurance Co | 450,511 | $145.2M | 0.88% | −1,700−0.4% | Reduced |
| QRG Capital Management, Inc. | 447,945 | $144.3M | 1.61% | +26,763+6.4% | Added |
| USS Investment Management Ltd | 447,105 | $144.1M | 0.72% | −2,066−0.5% | Reduced |
| Umb Bank N A | 444,320 | $143.2M | 1.90% | +25,520+6.1% | Added |
| Midwest Trust Co | 441,521 | $142.3M | 1.78% | +511+0.1% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 440,002 | $141.8M | 2.04% | +440,002 | New |
| Teachers Retirement System of the State of Kentucky | 439,874 | $141.7M | 1.06% | −11,886−2.6% | Reduced |
| Eastern Bank | 439,837 | $141.7M | 2.45% | +3,411+0.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 438,187 | $141.2M | 1.18% | −7,080−1.6% | Reduced |
| HRT Financial LP | 436,854 | $140.8M | 0.44% | +99,231+29.4% | Added |
| Oppenheimer Asset Management Inc. | 436,381 | $140.6M | 1.73% | −23,751−5.2% | Reduced |
| Virginia Retirement Systems Et Al | 434,698 | $140.1M | 0.83% | +21,160+5.1% | Added |
| Achmea Investment Management B.V. | 433,472 | $139.7M | 3.57% | −14,474−3.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 430,237 | $138.9M | 2.42% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 430,861 | $138.8M | 1.63% | +4,378+1.0% | Added |
| Pinnacle Associates Ltd | 423,257 | $136.4M | 1.75% | −6,443−1.5% | Reduced |
| Staley Capital Advisers Inc | 420,469 | $135.5M | 5.59% | −8,681−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 419,233 | $135.1M | 0.10% | −34,736−7.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 419,147 | $135.1M | 2.49% | +19,319+4.8% | Added |
| Xponance, Inc. | 418,024 | $134.7M | 1.01% | +18,219+4.6% | Added |
| Los Angeles Capital Management LLC | 434,005 | $134.3M | 0.46% | −135,471−23.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 416,137 | $134.1M | 1.11% | −31,713−7.1% | Reduced |
| Stephens Inc | 414,791 | $133.8M | 1.67% | +18,052+4.6% | Added |
| D.A. Davidson & Co. | 411,795 | $132.7M | 0.81% | −1,008−0.2% | Reduced |
| Allworth Financial LP | 411,727 | $132.7M | 0.55% | +44,601+12.1% | Added |
| RMB Capital Management, LLC | 411,240 | $132.5M | 2.30% | −1,316−0.3% | Reduced |
| AustralianSuper Pty Ltd | 408,630 | $131.7M | 0.61% | −5,555−1.3% | Reduced |
| Guidance Point Advisors, LLC | 401,005 | $129.2M | 29.96% | −1390.0% | Reduced |
| Hardy Reed LLC | 400,971 | $129.2M | 9.21% | +1040.0% | Added |
| Glenview Trust Co | 399,413 | $128.7M | 1.99% | −7,926−1.9% | Reduced |
| Two Sigma Investments, LP | 397,014 | $127.9M | 0.19% | −403,689−50.4% | Reduced |
| Beck Mack & Oliver LLC | 396,974 | $127.9M | 2.32% | −1,294−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 393,983 | $126.9M | 0.71% | +29,460+8.1% | Added |
| Erste Asset Management GmbH | 392,897 | $126.8M | 1.07% | +5,248+1.4% | Added |
| Associated Banc-Corp | 393,395 | $126.8M | 3.25% | −1,736−0.4% | Reduced |
| Ieq Capital, LLC | 391,612 | $126.2M | 0.38% | −7,894−2.0% | Reduced |
| Oppenheimer & Co Inc | 388,517 | $125.2M | 1.78% | −13,470−3.4% | Reduced |
| TCTC Holdings, LLC | 386,112 | $124.4M | 3.72% | −752−0.2% | Reduced |
| Adviser Investments LLC | 382,891 | $123.4M | 1.35% | −7,570−1.9% | Reduced |
| DJE Kapital AG | 380,248 | $123.0M | 3.40% | −223,068−37.0% | Reduced |
| Vontobel Holding Ltd. | 381,144 | $122.8M | 0.40% | +19,613+5.4% | Added |
| United Capital Financial Advisers, LLC | 376,217 | $121.2M | 0.73% | +19,221+5.4% | Added |
| Life Cycle Investment Partners Ltd | 373,767 | $120.4M | 0.84% | +373,767 | New |
| New York Life Investment Management LLC | 373,315 | $120.3M | 1.04% | −1310.0% | Reduced |
| Private Advisor Group, LLC | 373,153 | $120.2M | 0.57% | +8,066+2.2% | Added |
| Jefferies Financial Group Inc. | 370,202 | $119.3M | 0.98% | +356,043+2,514.6% | Added |
| Ursa Fund Management, LLC | 370,000 | $119.2M | 10.26% | +370,000 | New |
| Davis R M Inc | 368,096 | $118.6M | 2.04% | +505+0.1% | Added |
| Westwood Holdings Group Inc. | 367,024 | $118.3M | 0.96% | −54,548−12.9% | Reduced |
| Raiffeisen Bank International AG | 363,440 | $117.5M | 1.52% | +61,206+20.3% | Added |
| Rakuten Investment Management, Inc. | 359,277 | $116.3M | 0.39% | +323,294+898.5% | Added |
| NEOS Investment Management LLC | 360,315 | $116.1M | 0.67% | +52,555+17.1% | Added |
| Wealthfront Advisers LLC | 359,778 | $115.9M | 0.26% | +1,879+0.5% | Added |
| Citizens Financial Group Inc | 359,118 | $115.7M | 1.55% | −22,834−6.0% | Reduced |
| Principle Wealth Partners LLC | 358,106 | $115.4M | 6.50% | +2,722+0.8% | Added |
| Becker Capital Management Inc | 356,613 | $114.9M | 3.29% | −1,323−0.4% | Reduced |
| Investment Management Corp of Ontario | 356,550 | $114.9M | 1.53% | +16,933+5.0% | Added |
| Cresset Asset Management, LLC | 354,317 | $114.2M | 0.49% | +1,578+0.4% | Added |
| Wilkinson Global Asset Management LLC | 354,057 | $114.1M | 7.79% | −26,878−7.1% | Reduced |
| Stock Yards Bank & Trust Co | 351,496 | $113.3M | 3.47% | −3,181−0.9% | Reduced |
| Hancock Whitney Corp | 350,178 | $112.8M | 2.03% | −10,184−2.8% | Reduced |
| Berkshire Asset Management LLC | 348,430 | $112.3M | 4.93% | −5,202−1.5% | Reduced |
| Barr E S & Co | 348,119 | $112.2M | 5.84% | −27,501−7.3% | Reduced |
| Donaldson Capital Management, LLC | 345,590 | $111.4M | 3.54% | +2,080+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 344,281 | $110.9M | 1.22% | −19,534−5.4% | Reduced |
| Beacon Pointe Advisors, LLC | 343,656 | $110.7M | 0.78% | +25,379+8.0% | Added |
| Waters Parkerson & Co., LLC | 342,506 | $110.4M | 5.42% | −4,980−1.4% | Reduced |
| Pzena Investment Management LLC | 342,390 | $110.3M | 0.33% | +2,365+0.7% | Added |
| Henshaw Capital LLC | 337,139 | $108.6M | 3.91% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 334,968 | $107.9M | 1.57% | +9,520+2.9% | Added |
| Vaughan David Investments LLC | 332,365 | $107.1M | 2.33% | −8,354−2.5% | Reduced |
| Gabelli Funds LLC | 330,883 | $106.6M | 0.72% | −10,921−3.2% | Reduced |
| Quadrature Capital Ltd | 330,165 | $106.4M | 1.09% | +239,970+266.1% | Added |
| Whittier Trust Co of Nevada Inc | 313,800 | $105.0M | 2.18% | −2,269−0.7% | Reduced |
| Vinva Investment Management Ltd | 321,223 | $103.9M | 1.29% | +112,006+53.5% | Added |
| Fiduciary Trust Co | 322,291 | $103.8M | 1.18% | −7,926−2.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 321,602 | $103.6M | 1.90% | +25,784+8.7% | Added |
| Fullerton Fund Management Co Ltd. | 320,579 | $103.3M | 4.52% | −153,702−32.4% | Reduced |
| Warren Averett Asset Management, LLC | 318,878 | $102.7M | 0.83% | +91,027+40.0% | Added |
| Mediolanum International Funds Ltd | 317,091 | $102.6M | 1.03% | −84,009−20.9% | Reduced |
| Kestra Private Wealth Services, LLC | 315,624 | $101.7M | 1.26% | +6,488+2.1% | Added |
| Global Frontier Investments LLC | 314,000 | $101.2M | 19.97% | −115,000−26.8% | Reduced |
| Aptus Capital Advisors, LLC | 312,903 | $100.8M | 0.86% | +6,836+2.2% | Added |