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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 215,461 | $69.4M | 0.80% | −6,732−3.0% | Reduced |
| Elo Mutual Pension Insurance Co | 215,324 | $69.4M | 1.06% | −10,262−4.5% | Reduced |
| Atria Investments LLC | 215,046 | $69.3M | 0.79% | −7,168−3.2% | Reduced |
| Perfromance Wealth Partners, LLC | 213,294 | $68.7M | 1.86% | +4,283+2.0% | Added |
| Crawford Investment Counsel Inc | 212,993 | $68.6M | 1.14% | −3,620−1.7% | Reduced |
| Pacer Advisors, Inc. | 212,777 | $68.6M | 0.18% | −33,154−13.5% | Reduced |
| Destination Wealth Management | 212,415 | $68.4M | 1.79% | −3,074−1.4% | Reduced |
| Trust Co of Vermont | 210,011 | $67.7M | 2.82% | −870−0.4% | Reduced |
| Allstate Corp | 209,983 | $67.7M | 0.92% | +108,719+107.4% | Added |
| Equitable Holdings, Inc. | 209,630 | $67.5M | 0.46% | +3,896+1.9% | Added |
| Moody Lynn & Lieberson, LLC | 209,482 | $67.5M | 3.58% | +10,241+5.1% | Added |
| Illinois Municipal Retirement Fund | 207,065 | $66.7M | 0.84% | +1,844+0.9% | Added |
| Adams Diversified Equity Fund, Inc. | 206,863 | $66.7M | 2.22% | +3,000+1.5% | Added |
| Baker Avenue Asset Management, LP | 205,516 | $66.2M | 1.53% | −316−0.2% | Reduced |
| Allianz SE | 204,457 | $65.9M | 0.85% | −355−0.2% | Reduced |
| Pictet & Cie (Europe) SA | 203,086 | $65.4M | 1.31% | +2,789+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 201,357 | $64.9M | 2.62% | −1,503−0.7% | Reduced |
| Delta Accumulation, LLC | 201,308 | $64.9M | 66.06% | +178,302+775.0% | Added |
| Apollon Wealth Management, LLC | 200,179 | $64.5M | 1.12% | +3,887+2.0% | Added |
| Fisher Funds Management LTD | 199,186 | $64.4M | 1.67% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 199,494 | $64.3M | 4.06% | +2,403+1.2% | Added |
| Howard Capital Management Group, LLC | 198,504 | $64.0M | 4.04% | −6,960−3.4% | Reduced |
| Mill Capital Management, LLC | 198,181 | $63.9M | 4.61% | −5,674−2.8% | Reduced |
| Ingalls & Snyder LLC | 197,262 | $63.6M | 2.34% | −6,657−3.3% | Reduced |
| Meridian Wealth Management, LLC | 196,938 | $63.5M | 2.23% | +1,240+0.6% | Added |
| Oakworth Capital, Inc. | 196,605 | $63.3M | 3.46% | −2,866−1.4% | Reduced |
| Klingenstein Fields & Co LP | 194,773 | $62.8M | 2.35% | −3,689−1.9% | Reduced |
| Artemis Investment Management LLP | 194,557 | $62.7M | 0.76% | +43,732+29.0% | Added |
| Northeast Investment Management | 193,920 | $62.5M | 2.44% | −1,911−1.0% | Reduced |
| Gradient Investments LLC | 193,446 | $62.3M | 0.99% | +5,055+2.7% | Added |
| Mizuho Securities USA LLC | 198,217 | $62.1M | 1.03% | −2,057−1.0% | Reduced |
| Foundations Investment Advisors, LLC | 192,556 | $62.0M | 0.81% | +19,004+11.0% | Added |
| Arkadios Wealth Advisors | 192,539 | $62.0M | 1.23% | +43,107+28.8% | Added |
| Heritage Investors Management Corp | 190,924 | $61.5M | 1.79% | −4,060−2.1% | Reduced |
| Nexus Investment Management ULC | 189,336 | $61.0M | 8.31% | −3,343−1.7% | Reduced |
| Abn Amro Investment Solutions | 189,217 | $61.0M | 0.90% | +91,723+94.1% | Added |
| American Assets Investment Management, LLC | 2,259,400 | $60.8M | 4.20% | +2,081,800+1,172.2% | Added |
| St Germain D J Co Inc | 188,641 | $60.8M | 2.36% | −1,638−0.9% | Reduced |
| Summit Financial, LLC | 188,270 | $60.7M | 0.89% | +318+0.2% | Added |
| Osmosis Investment Management UK Ltd | 186,984 | $60.2M | 1.52% | +186,984 | New |
| Villere St Denis J & Co LLC | 186,842 | $60.2M | 6.04% | −17,192−8.4% | Reduced |
| Howe & Rusling Inc | 186,831 | $60.2M | 3.98% | +3,844+2.1% | Added |
| FineMark National Bank & Trust | 185,822 | $59.9M | 1.87% | −3,073−1.6% | Reduced |
| Maple Capital Management, Inc. | 185,663 | $59.8M | 3.77% | −2,295−1.2% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 184,229 | $59.4M | 0.86% | +32,206+21.2% | Added |
| Braun Stacey Associates Inc | 182,239 | $58.7M | 1.90% | −5,334−2.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 180,992 | $58.3M | 1.94% | −4,016−2.2% | Reduced |
| First National Trust Co | 178,857 | $57.6M | 1.92% | +1,772+1.0% | Added |
| Chilton Capital Management LLC | 178,462 | $57.5M | 1.98% | +1,172+0.7% | Added |
| Chesley Taft & Associates LLC | 176,208 | $56.8M | 2.24% | +9,121+5.5% | Added |
| Laird Norton Trust Company, LLC | 175,549 | $56.6M | 1.18% | +151,659+634.8% | Added |
| First National Bank of Omaha | 174,826 | $56.4M | 1.67% | +51,873+42.2% | Added |
| Norinchukin Bank, The | 174,669 | $56.3M | 0.66% | +8,954+5.4% | Added |
| Kentucky Retirement Systems | 174,372 | $56.2M | 1.52% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 173,319 | $55.8M | 0.48% | +158,806+1,094.2% | Added |
| Independent Advisor Alliance | 172,783 | $55.7M | 1.35% | −4,466−2.5% | Reduced |
| Snowden Capital Advisors LLC | 172,397 | $55.5M | 1.43% | +8,576+5.2% | Added |
| Levin Capital Strategies, L.P. | 172,311 | $55.5M | 4.82% | −459−0.3% | Reduced |
| Cornerstone Advisors, LLC | 172,200 | $55.5M | 1.85% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 172,150 | $55.5M | 1.43% | −9,815−5.4% | Reduced |
| Advisory Services Network, LLC | 171,900 | $55.4M | 0.78% | −1,987−1.1% | Reduced |
| Randolph Co Inc | 171,680 | $55.3M | 5.30% | +270+0.2% | Added |
| Vident Advisory, LLC | 171,661 | $55.3M | 0.52% | +28,811+20.2% | Added |
| Merit Financial Group, LLC | 171,329 | $55.2M | 0.44% | +13,458+8.5% | Added |
| Eagle Global Advisors LLC | 171,299 | $55.2M | 2.04% | −236−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 170,922 | $55.1M | 0.53% | +577+0.3% | Added |
| Capital Group Private Client Services, Inc. | 170,506 | $54.9M | 0.87% | −5,994−3.4% | Reduced |
| Lazard Freres Gestion S.A.S. | 170,072 | $54.8M | 0.99% | −10,529−5.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 168,136 | $54.2M | 0.77% | +11,087+7.1% | Added |
| CSM Advisors, LLC | 167,471 | $54.0M | 1.47% | −5,353−3.1% | Reduced |
| RSM US Wealth Management LLC | 165,515 | $53.5M | 0.68% | −5,187−3.0% | Reduced |
| Jupiter Asset Management Ltd | 166,049 | $53.5M | 0.43% | −37,009−18.2% | Reduced |
| South State Corp. | 165,479 | $53.3M | 2.39% | +1,093+0.7% | Added |
| We Are One Seven, LLC | 165,055 | $53.2M | 1.09% | +13,878+9.2% | Added |
| Generali Asset Management SPA SGR | 164,980 | $53.2M | 1.09% | −12,417−7.0% | Reduced |
| Sculptor Capital LP | 164,800 | $53.1M | 0.63% | −31,000−15.8% | Reduced |
| Drexel Morgan & Co. | 163,589 | $52.7M | 8.25% | 00.0% | Unchanged |
| Cambiar Investors LLC | 163,130 | $52.6M | 2.35% | −9,388−5.4% | Reduced |
| Estabrook Capital Management | 163,084 | $52.5M | 7.72% | −5,232−3.1% | Reduced |
| Central Trust Co | 163,038 | $52.5M | 1.03% | −3,613−2.2% | Reduced |
| Wharton Business Group, LLC | 162,578 | $52.4M | 1.99% | −4,685−2.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 162,371 | $52.3M | 2.55% | −3,493−2.1% | Reduced |
| WestEnd Advisors, LLC | 161,557 | $52.1M | 1.21% | −5,900−3.5% | Reduced |
| Brandes Investment Partners, LP | 160,966 | $51.9M | 0.39% | −43,388−21.2% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $51.8M | 0.38% | 00.0% | Unchanged |
| NS Partners Ltd | 160,634 | $51.8M | 2.03% | −1,086−0.7% | Reduced |
| FreeGulliver LLC | 160,278 | $51.6M | 23.09% | −1,626−1.0% | Reduced |
| Park Avenue Securities LLC | 158,702 | $51.1M | 0.43% | +2,811+1.8% | Added |
| Smith, Salley & Associates | 158,354 | $51.0M | 2.53% | −10,730−6.3% | Reduced |
| Modern Wealth Management, LLC | 158,185 | $51.0M | 0.93% | +2,314+1.5% | Added |
| Hartford Investment Management Co | 157,351 | $50.7M | 1.52% | −3,822−2.4% | Reduced |
| Allen Investment Management LLC | 157,147 | $50.6M | 0.56% | +637+0.4% | Added |
| Fishman Jay A Ltd | 156,679 | $50.5M | 4.15% | −1,093−0.7% | Reduced |
| TCG Advisory Services, LLC | 156,450 | $50.4M | 1.38% | +2,412+1.6% | Added |
| Highland Capital Management, LLC | 156,407 | $50.4M | 2.51% | −2,993−1.9% | Reduced |
| Marco Investment Management LLC | 155,598 | $50.1M | 3.76% | −785−0.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 154,873 | $49.9M | 3.27% | −1,752−1.1% | Reduced |
| Bailard, Inc. | 154,817 | $49.9M | 1.10% | −7,291−4.5% | Reduced |
| Private Wealth Partners, LLC | 153,932 | $49.6M | 3.52% | −2,134−1.4% | Reduced |
| Ostrum Asset Management | 153,234 | $49.4M | 2.37% | −16,319−9.6% | Reduced |