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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 332,771 | $100.7M | 1.10% | −19,189−5.5% | Reduced |
| Mutual of America Capital Management LLC | 312,428 | $100.7M | 1.06% | −6,166−1.9% | Reduced |
| Oregon Public Employees Retirement Fund | 311,734 | $100.4M | 1.28% | −2,541−0.8% | Reduced |
| Holocene Advisors, LP | 310,263 | $100.0M | 0.21% | −1,844,857−85.6% | Reduced |
| M&G Plc | 307,302 | $99.0M | 0.51% | −27,528−8.2% | Reduced |
| Fort Washington Investment Advisors Inc | 305,769 | $98.5M | 0.52% | +4,797+1.6% | Added |
| Meyer Handelman Co | 305,648 | $98.5M | 3.08% | +3,351+1.1% | Added |
| OP Asset Management Ltd | 304,960 | $98.3M | 1.20% | +601+0.2% | Added |
| Lazard Asset Management LLC | 304,811 | $98.2M | 0.17% | −3,262−1.1% | Reduced |
| Park National Corp | 304,655 | $98.2M | 3.06% | −28,009−8.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 303,695 | $97.9M | 5.15% | +110,886+57.5% | Added |
| Marsico Capital Management LLC | 303,588 | $97.8M | 2.72% | +97,472+47.3% | Added |
| BNP Paribas | 301,468 | $97.5M | 2.79% | +7,839+2.7% | Added |
| Tudor Investment Corp Et Al | 300,524 | $96.8M | 0.53% | +300,524 | New |
| First Manhattan Co | 299,794 | $96.6M | 0.25% | −5,018−1.6% | Reduced |
| Atlantic Union Bankshares Corp | 297,731 | $95.9M | 1.80% | −4,742−1.6% | Reduced |
| Wesbanco Bank Inc | 296,968 | $95.7M | 2.64% | −12,145−3.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 295,103 | $95.1M | 1.95% | −21,367−6.8% | Reduced |
| Ancora Advisors, LLC | 292,992 | $94.4M | 1.95% | −1,409−0.5% | Reduced |
| Milford Funds Ltd | 290,975 | $93.8M | 1.84% | +290,975 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 289,436 | $93.3M | 0.14% | −5,125−1.7% | Reduced |
| Alpha Cubed Investments, LLC | 287,260 | $92.6M | 3.17% | −44,216−13.3% | Reduced |
| Alberta Investment Management Corp | 283,750 | $91.4M | 0.55% | +255,450+902.7% | Added |
| Welch Group, LLC | 281,039 | $90.6M | 3.49% | −4,133−1.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 280,563 | $90.4M | 5.25% | −12,068−4.1% | Reduced |
| Argent Trust Co | 280,499 | $90.4M | 3.10% | −3,579−1.3% | Reduced |
| Ofi Invest Asset Management | 325,296 | $89.7M | 1.28% | −98,887−23.3% | Reduced |
| E. Ohman J:or Asset Management AB | 277,282 | $89.3M | 2.08% | −42,117−13.2% | Reduced |
| Bowen Hanes & Co Inc | 277,219 | $89.3M | 2.24% | −1050.0% | Reduced |
| Capital Fund Management S.A. | 275,198 | $88.7M | 0.84% | −114,158−29.3% | Reduced |
| Blue Sparrow, LLC | 274,081 | $88.3M | 1.66% | +274,081 | New |
| RNC Capital Management LLC | 274,075 | $88.3M | 4.02% | +3,975+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 272,424 | $87.8M | 0.31% | +28,371+11.6% | Added |
| State of Alaska, Department of Revenue | 271,069 | $87.3M | 0.93% | −29,440−9.8% | Reduced |
| Evelyn Partners Investment Management LLP | 270,892 | $87.3M | 2.41% | −4,210−1.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 269,500 | $86.9M | 0.61% | +3,898+1.5% | Added |
| McDonald Capital Investors Inc | 269,084 | $86.7M | 5.32% | −15,263−5.4% | Reduced |
| Massmutual Trust Co FSB | 266,187 | $85.8M | 2.21% | −12,031−4.3% | Reduced |
| North Star Investment Management Corp. | 264,865 | $85.3M | 5.36% | −818−0.3% | Reduced |
| RiverFront Investment Group, LLC | 264,469 | $85.2M | 1.41% | +27,930+11.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 262,484 | $84.6M | 0.22% | −197,967−43.0% | Reduced |
| Clearstead Advisors, LLC | 259,932 | $83.8M | 1.06% | +3,014+1.2% | Added |
| Daymark Wealth Partners, LLC | 259,648 | $83.7M | 2.67% | −4,435−1.7% | Reduced |
| Prudential PLC | 257,967 | $83.1M | 0.67% | −7,463−2.8% | Reduced |
| Tocqueville Asset Management L.P. | 257,387 | $82.9M | 1.21% | −5,074−1.9% | Reduced |
| Bryn Mawr Trust Co | 255,483 | $82.3M | 1.93% | −2,236−0.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 252,744 | $81.4M | 2.25% | +1,988+0.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $81.4M | 0.65% | 00.0% | Unchanged |
| Empowered Funds, LLC | 252,227 | $81.3M | 1.38% | −4,420−1.7% | Reduced |
| Clear Street Group Inc. | 251,776 | $81.1M | 0.42% | −330,274−56.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 251,424 | $81.0M | 0.70% | −1140.0% | Reduced |
| Optiver Holding B.V. | 250,167 | $80.6M | 1.46% | +243,456+3,627.7% | Added |
| Guggenheim Capital LLC | 248,607 | $80.1M | 0.59% | −521−0.2% | Reduced |
| Nicholas Company, Inc. | 248,590 | $80.1M | 1.40% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 246,837 | $79.5M | 0.52% | +4,739+2.0% | Added |
| Pensionmark Financial Group, LLC | 246,018 | $79.3M | 1.30% | +12,425+5.3% | Added |
| Todd Asset Management LLC | 245,701 | $79.2M | 1.54% | −425−0.2% | Reduced |
| Dakota Wealth Management | 243,841 | $78.6M | 1.40% | +4,911+2.1% | Added |
| Roffman Miller Associates Inc | 243,081 | $78.3M | 4.28% | −7,821−3.1% | Reduced |
| Crestwood Advisors Group LLC | 243,015 | $78.3M | 1.30% | −1,676−0.7% | Reduced |
| Venture Visionary Partners LLC | 240,725 | $78.1M | 2.55% | +2,309+1.0% | Added |
| Crossmark Global Holdings, Inc. | 241,994 | $78.0M | 1.12% | −5,973−2.4% | Reduced |
| Silvercrest Asset Management Group LLC | 241,267 | $77.7M | 0.53% | −23,388−8.8% | Reduced |
| Andra AP-fonden | 241,001 | $77.7M | 0.97% | +133,301+123.8% | Added |
| Salem Investment Counselors Inc | 240,983 | $77.6M | 2.19% | +12,410+5.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 238,816 | $77.0M | 5.23% | −3,000−1.2% | Reduced |
| Bokf, NA | 238,648 | $76.9M | 1.18% | −12,525−5.0% | Reduced |
| Brinker Capital Investments, LLC | 238,201 | $76.8M | 0.56% | +8,894+3.9% | Added |
| Country Trust Bank | 237,108 | $76.4M | 1.38% | +37,896+19.0% | Added |
| Concurrent Investment Advisors, LLC | 236,711 | $76.3M | 0.87% | +104,299+78.8% | Added |
| iA Global Asset Management Inc. | 236,675 | $76.3M | 0.97% | −32,628−12.1% | Reduced |
| Lockheed Martin Investment Management Co | 236,270 | $76.1M | 2.54% | −20,180−7.9% | Reduced |
| Stratos Wealth Partners, LTD. | 235,593 | $75.9M | 0.86% | +19,009+8.8% | Added |
| T. Rowe Price Investment Management, Inc. | 234,649 | $75.6M | 0.05% | −2,098−0.9% | Reduced |
| Seizert Capital Partners, LLC | 233,894 | $75.4M | 3.18% | −5,725−2.4% | Reduced |
| Washington Trust Co | 233,482 | $75.2M | 2.46% | +3,427+1.5% | Added |
| Prospera Financial Services Inc | 233,284 | $75.2M | 1.23% | −6,225−2.6% | Reduced |
| Capital Investment Advisors, LLC | 233,323 | $75.2M | 1.15% | +1,955+0.8% | Added |
| Kimelman & Baird, LLC | 231,570 | $74.6M | 5.73% | −3,836−1.6% | Reduced |
| Deprince Race & Zollo Inc | 230,477 | $74.3M | 1.42% | +3,429+1.5% | Added |
| Intech Investment Management LLC | 229,342 | $73.9M | 0.66% | −218−0.1% | Reduced |
| Aviso Financial Inc. | 228,915 | $73.8M | 2.80% | +66,044+40.5% | Added |
| Johnson Investment Counsel Inc | 227,654 | $73.4M | 0.60% | −1,352−0.6% | Reduced |
| Discovery Capital Management, LLC | 227,200 | $73.2M | 3.96% | +56,400+33.0% | Added |
| Argent Capital Management LLC | 226,763 | $73.1M | 2.07% | −7,107−3.0% | Reduced |
| HighPoint Advisor Group LLC | 226,695 | $73.0M | 1.61% | +33,633+17.4% | Added |
| Beacon Investment Advisory Services, Inc. | 225,602 | $72.7M | 2.97% | −15,285−6.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 216,366 | $72.3M | 1.61% | +1,143+0.5% | Added |
| Kempen Capital Management N.V. | 223,990 | $72.2M | 0.62% | +7,316+3.4% | Added |
| Main Street Research LLC | 221,919 | $71.5M | 4.09% | −2,804−1.2% | Reduced |
| ZWJ Investment Counsel Inc | 221,716 | $71.4M | 2.58% | −5,805−2.6% | Reduced |
| CBOE Vest Financial, LLC | 220,531 | $71.1M | 0.90% | +13,061+6.3% | Added |
| Vestor Capital, LLC | 13,695 | $70.9M | 5.18% | −193,346−93.4% | Reduced |
| KCM Investment Advisors LLC | 219,296 | $70.7M | 2.27% | +271+0.1% | Added |
| Busey Wealth Management | 218,328 | $70.3M | 1.85% | +138+0.1% | Added |
| Spears Abacus Advisors LLC | 217,953 | $70.2M | 1.31% | −20,931−8.8% | Reduced |
| Aristotle Atlantic Partners, LLC | 217,852 | $70.2M | 3.21% | −59,752−21.5% | Reduced |
| Americana Partners, LLC | 217,799 | $70.2M | 1.93% | +6,949+3.3% | Added |
| GW&K Investment Management, LLC | 217,527 | $70.1M | 0.61% | −536−0.2% | Reduced |
| Capital International Sarl | 215,753 | $69.5M | 1.12% | −154,542−41.7% | Reduced |