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
- 5,154
- +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 152,403 | $49.1M | 3.56% | +523+0.3% | Added |
| Payden & Rygel | 152,150 | $49.0M | 3.41% | −10,600−6.5% | Reduced |
| Heritage Wealth Advisors | 151,264 | $48.7M | 1.86% | +7,208+5.0% | Added |
| Benjamin Edwards Inc | 150,407 | $48.5M | 0.54% | +10,140+7.2% | Added |
| Farmers & Merchants Investments Inc | 150,152 | $48.4M | 1.34% | −19,072−11.3% | Reduced |
| Cornerstone Investment Partners, LLC | 149,854 | $48.3M | 1.87% | +707+0.5% | Added |
| LMCG Investments, LLC | 149,475 | $48.2M | 2.75% | −13,718−8.4% | Reduced |
| Anchor Capital Advisors LLC | 149,119 | $48.0M | 1.39% | −2,289−1.5% | Reduced |
| Delaney Capital Management Ltd. | 148,985 | $48.0M | 7.96% | +148,985 | New |
| First Citizens Bank & Trust Co | 148,792 | $47.9M | 1.00% | +4,837+3.4% | Added |
| Impax Asset Management Group plc | 146,587 | $47.2M | 0.30% | −19,739−11.9% | Reduced |
| Franklin Street Advisors Inc | 146,561 | $47.2M | 2.69% | +100.0% | Added |
| AIA Group Ltd | 146,137 | $47.1M | 0.70% | +15,127+11.5% | Added |
| Prime Capital Investment Advisors, LLC | 146,075 | $47.1M | 0.57% | +376+0.3% | Added |
| Wesleyan Assurance Society | 145,604 | $46.9M | 2.71% | +300+0.2% | Added |
| Axxcess Wealth Management, LLC | 145,324 | $46.8M | 0.84% | +12,072+9.1% | Added |
| Carret Asset Management, LLC | 145,096 | $46.8M | 4.44% | −1,252−0.9% | Reduced |
| Farther Finance Advisors, LLC | 145,045 | $46.7M | 0.50% | +52,037+55.9% | Added |
| Valeo Financial Advisors, LLC | 143,580 | $46.3M | 1.03% | −8,612−5.7% | Reduced |
| Rothschild Investment LLC | 142,966 | $46.1M | 2.53% | −2,340−1.6% | Reduced |
| Metis Global Partners, LLC | 142,734 | $46.0M | 1.09% | −8,423−5.6% | Reduced |
| MMBG Investment Advisors Co. | 142,327 | $45.9M | 3.86% | −2,580−1.8% | Reduced |
| Savant Capital, LLC | 140,914 | $45.4M | 0.26% | +7,308+5.5% | Added |
| Chicago Capital, LLC | 140,791 | $45.4M | 1.12% | +463+0.3% | Added |
| Gulf International Bank (UK) Ltd | 140,574 | $45.3M | 1.47% | −1,107−0.8% | Reduced |
| Central Securities Corp | 140,000 | $45.1M | 3.63% | 00.0% | Unchanged |
| Choate Investment Advisors | 139,509 | $45.0M | 0.88% | +10,726+8.3% | Added |
| Penobscot Investment Management Company, Inc. | 139,404 | $44.9M | 3.38% | −3,717−2.6% | Reduced |
| Oddo BHF Asset Management SAS | 139,209 | $44.9M | 1.68% | +59,603+74.9% | Added |
| Louisiana State Employees Retirement System | 139,100 | $44.8M | 0.77% | −5,200−3.6% | Reduced |
| Sienna Gestion | 139,237 | $44.8M | 2.72% | +3,672+2.7% | Added |
| Osterweis Capital Management Inc | 138,995 | $44.8M | 1.90% | −3,291−2.3% | Reduced |
| Kingsview Wealth Management, LLC | 138,806 | $44.7M | 0.64% | +6,363+4.8% | Added |
| Parsons Capital Management Inc | 138,644 | $44.7M | 2.45% | +1,098+0.8% | Added |
| Lowe Brockenbrough & Co Inc | 138,327 | $44.6M | 2.19% | −734−0.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 138,007 | $44.5M | 1.85% | +10,818+8.5% | Added |
| Madison Asset Management, LLC | 137,868 | $44.4M | 0.51% | +5,285+4.0% | Added |
| Wilsey Asset Management Inc | 137,477 | $44.3M | 6.88% | −1,834−1.3% | Reduced |
| WSFS Capital Management, LLC | 137,311 | $44.2M | 2.13% | +1,703+1.3% | Added |
| Martingale Asset Management L P | 137,172 | $44.2M | 1.12% | −6,191−4.3% | Reduced |
| Kanawha Capital Management LLC | 136,347 | $43.9M | 3.03% | −1,132−0.8% | Reduced |
| Matrix Asset Advisors Inc | 136,135 | $43.9M | 3.94% | −2,648−1.9% | Reduced |
| Maryland State Retirement & Pension System | 136,046 | $43.8M | 0.90% | −2,200−1.6% | Reduced |
| Fiduciary Alliance LLC | 135,737 | $43.7M | 2.86% | −1,309−1.0% | Reduced |
| Noesis Capital Mangement Corp | 135,557 | $43.7M | 6.33% | −350.0% | Reduced |
| Community Trust & Investment Co | 134,884 | $43.5M | 2.30% | −1,807−1.3% | Reduced |
| Miracle Mile Advisors, LLC | 134,705 | $43.4M | 0.62% | +8,671+6.9% | Added |
| First American Bank | 134,578 | $43.4M | 2.63% | +580.0% | Added |
| First Horizon Corp | 134,510 | $43.3M | 1.94% | −1,629−1.2% | Reduced |
| Parallel Advisors, LLC | 134,316 | $43.3M | 0.79% | +610+0.5% | Added |
| Fred Alger Management, LLC | 133,813 | $43.1M | 0.17% | +603+0.5% | Added |
| Ceredex Value Advisors LLC | 133,171 | $42.9M | 1.29% | −92,740−41.1% | Reduced |
| Brown Brothers Harriman & Co | 132,513 | $42.7M | 0.23% | +11,718+9.7% | Added |
| Perigon Wealth Management, LLC | 132,194 | $42.6M | 0.76% | +1,176+0.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 132,155 | $42.6M | 0.76% | +4,778+3.8% | Added |
| Vise Technologies, Inc. | 132,017 | $42.5M | 0.83% | +52,479+66.0% | Added |
| Neville Rodie & Shaw Inc | 131,459 | $42.4M | 2.99% | −1,934−1.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 131,202 | $42.3M | 1.87% | +6,398+5.1% | Added |
| Smith Group Asset Management, LLC | 131,126 | $42.3M | 2.24% | +7,954+6.5% | Added |
| Fifth Third Wealth Advisors LLC | 131,078 | $42.2M | 1.48% | +3,191+2.5% | Added |
| Narwhal Capital Management | 130,003 | $41.9M | 3.04% | +1,819+1.4% | Added |
| Moors & Cabot, Inc. | 128,639 | $41.5M | 1.77% | +3,233+2.6% | Added |
| NBT Bank N A | 126,260 | $41.1M | 2.66% | −2,170−1.7% | Reduced |
| LaFleur & Godfrey LLC | 127,637 | $41.1M | 4.98% | −4,540−3.4% | Reduced |
| Squarepoint Ops LLC | 127,513 | $41.1M | 0.08% | −41,626−24.6% | Reduced |
| Bollard Group LLC | 127,379 | $41.0M | 1.08% | −14,008−9.9% | Reduced |
| Appleton Partners Inc | 127,112 | $41.0M | 2.70% | −1,242−1.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 126,782 | $40.9M | 7.92% | −1,531−1.2% | Reduced |
| New Mexico Educational Retirement Board | 126,650 | $40.8M | 1.22% | +1,100+0.9% | Added |
| BLB&B Advisors, LLC | 126,105 | $40.6M | 1.70% | −4,205−3.2% | Reduced |
| Motley Fool Asset Management LLC | 125,867 | $40.6M | 1.58% | −64,018−33.7% | Reduced |
| Hantz Financial Services, Inc. | 125,452 | $40.4M | 0.60% | −4,921−3.8% | Reduced |
| Global Retirement Partners, LLC | 125,062 | $40.3M | 0.71% | +31,036+33.0% | Added |
| DKRT Investments Corp. | 125,000 | $40.3M | 11.40% | 00.0% | Unchanged |
| Verity & Verity, LLC | 124,951 | $40.3M | 3.13% | +909+0.7% | Added |
| Horizon Investments, LLC | 125,135 | $40.1M | 0.51% | −3,903−3.0% | Reduced |
| Dodge & Cox | 124,405 | $40.1M | 0.02% | −70,250−36.1% | Reduced |
| Private Management Group Inc | 124,361 | $40.1M | 1.17% | −2,220−1.8% | Reduced |
| Tower Bridge Advisors | 124,046 | $40.0M | 4.04% | −2,386−1.9% | Reduced |
| Oak Associates, Ltd | 123,286 | $39.7M | 2.39% | +977+0.8% | Added |
| KMG Fiduciary Partners, LLC | 122,591 | $39.5M | 2.81% | −72−0.1% | Reduced |
| Dana Investment Advisors, Inc. | 122,235 | $39.4M | 1.15% | −3,035−2.4% | Reduced |
| Abner Herrman & Brock LLC | 121,810 | $39.3M | 4.01% | −2,018−1.6% | Reduced |
| Bleakley Financial Group, LLC | 121,479 | $39.1M | 0.68% | +12,208+11.2% | Added |
| Conning Inc. | 120,700 | $38.9M | 1.30% | −7,162−5.6% | Reduced |
| Bridgeway Capital Management, LLC | 120,562 | $38.8M | 0.81% | +2,765+2.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 120,488 | $38.8M | 3.73% | −3,037−2.5% | Reduced |
| Palisade Capital Management LLC | 120,249 | $38.7M | 1.15% | −2,139−1.7% | Reduced |
| NFJ Investment Group, LLC | 120,208 | $38.7M | 1.40% | −7,300−5.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 119,718 | $38.6M | 2.37% | −3,160−2.6% | Reduced |
| Patten & Patten Inc | 119,676 | $38.6M | 2.26% | −5,853−4.7% | Reduced |
| Schwerin Boyle Capital Management Inc | 119,543 | $38.5M | 4.22% | −807−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 118,424 | $38.2M | 0.45% | −71,456−37.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 118,349 | $38.1M | 0.59% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 118,265 | $38.1M | 1.86% | +1,155+1.0% | Added |
| Alley Investment Management Company, LLC | 117,970 | $38.0M | 4.45% | −1,108−0.9% | Reduced |
| 71 West Capital Partners | 117,822 | $38.0M | 1.75% | +117,822 | New |
| Woodbridge Co Ltd | 117,593 | $37.9M | 0.09% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 117,427 | $37.8M | 2.78% | −1,356−1.1% | Reduced |
| Stonebridge Capital Advisors LLC | 117,257 | $37.8M | 2.62% | −2,143−1.8% | Reduced |