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 |
|---|---|---|---|---|---|
| Polaris Capital Management, LLC | 117,255 | $37.8M | 3.13% | −19,200−14.1% | Reduced |
| J. Safra Sarasin Holding AG | 117,082 | $37.7M | 0.61% | +35,271+43.1% | Added |
| SCS Capital Management LLC | 117,079 | $37.7M | 0.40% | −4,432−3.6% | Reduced |
| Adell Harriman & Carpenter Inc | 116,454 | $37.5M | 2.24% | +2,536+2.2% | Added |
| Shufro Rose & Co LLC | 113,658 | $36.6M | 2.48% | −877−0.8% | Reduced |
| Culbertson A N & Co Inc | 113,567 | $36.6M | 5.02% | +771+0.7% | Added |
| Manning & Napier Advisors LLC | 112,525 | $36.4M | 0.47% | −22,921−16.9% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 112,883 | $36.4M | 0.51% | +107,783+2,113.4% | Added |
| Resources Investment Advisors, LLC. | 112,865 | $36.4M | 0.36% | +2,588+2.3% | Added |
| Manitou Investment Management Ltd. | 112,224 | $36.2M | 6.34% | −561−0.5% | Reduced |
| Sit Investment Associates Inc | 112,155 | $36.1M | 0.71% | −3,954−3.4% | Reduced |
| Texas Yale Capital Corp. | 112,112 | $36.1M | 1.10% | +1,504+1.4% | Added |
| Summit Trail Advisors, LLC | 112,070 | $36.1M | 0.62% | −7,970−6.6% | Reduced |
| Private Capital Management, LLC | 111,985 | $36.1M | 3.43% | +492+0.4% | Added |
| Colonial Trust Advisors | 111,331 | $35.9M | 2.70% | +695+0.6% | Added |
| Brevan Howard Capital Management LP | 111,236 | $35.8M | 0.69% | −8,557−7.1% | Reduced |
| La Banque Postale Asset Management SA | 111,077 | $35.8M | 0.41% | −28,643−20.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 110,687 | $35.7M | 4.95% | −330.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 110,680 | $35.7M | 3.22% | −504−0.5% | Reduced |
| Gotham Asset Management, LLC | 110,654 | $35.7M | 0.13% | +14,165+14.7% | Added |
| Osborne Partners Capital Management, LLC | 110,574 | $35.6M | 1.83% | −2,480−2.2% | Reduced |
| Resources Management Corp | 110,564 | $35.6M | 4.62% | −1,293−1.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 110,257 | $35.5M | 0.48% | +56,454+104.9% | Added |
| Nemes Rush Group LLC | 110,099 | $35.5M | 3.34% | −1,796−1.6% | Reduced |
| Segall Bryant & Hamill, LLC | 109,845 | $35.4M | 0.48% | −51,373−31.9% | Reduced |
| HBK Sorce Advisory LLC | 109,738 | $35.4M | 0.81% | +504+0.5% | Added |
| Polar Capital Holdings Plc | 109,733 | $35.4M | 0.16% | −5,888−5.1% | Reduced |
| Stillwater Capital Advisors, LLC | 109,019 | $35.1M | 3.78% | −357−0.3% | Reduced |
| Congress Asset Management Co | 108,567 | $35.0M | 0.25% | −2,418−2.2% | Reduced |
| Talbot Financial, LLC | 108,292 | $34.9M | 2.87% | −266−0.2% | Reduced |
| Cary Street Partners Financial LLC | 107,788 | $34.7M | 0.86% | +512+0.5% | Added |
| Old National Bancorp | 107,676 | $34.7M | 0.58% | −2,729−2.5% | Reduced |
| Brookstone Capital Management | 107,609 | $34.7M | 0.40% | +5,226+5.1% | Added |
| Absher Wealth Management, LLC | 107,109 | $34.5M | 4.09% | −2,940−2.7% | Reduced |
| ProVise Management Group, LLC | 105,972 | $34.1M | 2.43% | −1,010−0.9% | Reduced |
| Freestone Capital Holdings, LLC | 105,589 | $34.0M | 1.01% | +1,509+1.4% | Added |
| Clear Harbor Asset Management, LLC | 105,457 | $34.0M | 2.32% | −417−0.4% | Reduced |
| GAMMA Investing LLC | 105,374 | $34.0M | 1.71% | −6,608−5.9% | Reduced |
| SS&H Financial Advisors, Inc. | 105,290 | $33.9M | 9.90% | −250−0.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 104,576 | $33.7M | 0.11% | −22,781−17.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 104,557 | $33.7M | 0.82% | −10,059−8.8% | Reduced |
| Voleon Capital Management LP | 104,515 | $33.7M | 0.72% | +19,401+22.8% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 104,257 | $33.6M | 1.21% | +104,257 | New |
| Callan Family Office, LLC | 104,242 | $33.6M | 0.72% | +28,674+37.9% | Added |
| Hosking Partners LLP | 104,146 | $33.6M | 1.14% | −15,524−13.0% | Reduced |
| CAPROCK Group, Inc. | 104,005 | $33.5M | 0.71% | +12,732+13.9% | Added |
| F/M Investments LLC | 103,988 | $33.5M | 1.27% | −5,991−5.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 103,294 | $33.3M | 1.42% | −10,940−9.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 102,711 | $33.1M | 2.58% | −1,228−1.2% | Reduced |
| Thomasville National Bank | 102,288 | $33.0M | 2.04% | +659+0.6% | Added |
| Kornitzer Capital Management Inc | 102,190 | $32.9M | 0.68% | +1,207+1.2% | Added |
| Rothschild Capital Partners, LLC | 102,170 | $32.9M | 7.77% | −12,714−11.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 102,032 | $32.9M | 0.08% | −35,655−25.9% | Reduced |
| Rossmore Private Capital | 101,437 | $32.7M | 2.93% | +7,492+8.0% | Added |
| Lyell Wealth Management, LP | 100,817 | $32.5M | 2.35% | +4,144+4.3% | Added |
| Coldstream Capital Management Inc | 100,526 | $32.4M | 0.42% | +1,301+1.3% | Added |
| Empirical Finance, LLC | 100,496 | $32.4M | 1.54% | −4,923−4.7% | Reduced |
| Diversified Trust Co | 100,436 | $32.4M | 0.60% | +1,224+1.2% | Added |
| Boston Private Wealth LLC | 100,410 | $32.4M | 1.91% | −7,015−6.5% | Reduced |
| Janney Capital Management LLC | 100,097 | $32.3M | 2.03% | −1,598−1.6% | Reduced |
| AlphaCore Capital LLC | 99,869 | $32.2M | 0.72% | +33,178+49.7% | Added |
| Hamilton Capital Partners Inc. | 99,683 | $32.1M | 1.18% | +2,717+2.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 99,551 | $32.1M | 2.55% | +9,219+10.2% | Added |
| Rice Partnership, LLC | 99,524 | $32.1M | 4.34% | −9,720−8.9% | Reduced |
| Cullen Investment Group, Ltd. | 97,138 | $32.0M | 4.15% | −4,028−4.0% | Reduced |
| Azimuth Capital Investment Management LLC | 99,154 | $31.9M | 1.15% | −2,370−2.3% | Reduced |
| First Foundation Advisors | 99,054 | $31.9M | 1.20% | −9,000−8.3% | Reduced |
| Guardian Partners Inc. | 100,818 | $31.9M | 2.56% | +12,030+13.5% | Added |
| Level Four Advisory Services, LLC | 98,877 | $31.9M | 1.04% | +1,227+1.3% | Added |
| Clarity Financial LLC | 98,849 | $31.9M | 2.95% | +52,037+111.2% | Added |
| Dorsey & Whitney Trust CO LLC | 98,773 | $31.8M | 1.68% | −4,431−4.3% | Reduced |
| CWA Asset Management Group, LLC | 98,703 | $31.8M | 1.15% | −2,631−2.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 98,645 | $31.8M | 0.90% | +60,095+155.9% | Added |
| Mutual Advisors, LLC | 98,604 | $31.8M | 0.68% | −730−0.7% | Reduced |
| Forbes J M & Co LLP | 98,566 | $31.8M | 2.57% | +859+0.9% | Added |
| United Bank | 98,401 | $31.7M | 4.19% | −1,146−1.2% | Reduced |
| Great Valley Advisor Group, Inc. | 98,177 | $31.6M | 0.61% | −4,897−4.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 98,060 | $31.6M | 1.20% | +5,210+5.6% | Added |
| Gillespie Robinson & Grimm Inc | 97,943 | $31.6M | 2.21% | −249−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 97,914 | $31.5M | 0.76% | +40,027+69.1% | Added |
| Yarbrough Capital, LLC | 97,875 | $31.5M | 0.98% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 97,824 | $31.5M | 0.75% | +542+0.6% | Added |
| Ritholtz Wealth Management | 97,163 | $31.3M | 0.57% | +3,611+3.9% | Added |
| Trust Co of Toledo NA | 97,135 | $31.3M | 3.09% | −2,174−2.2% | Reduced |
| Principal Securities, Inc. | 96,932 | $31.2M | 0.48% | +4,964+5.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 96,892 | $31.2M | 1.43% | +96,892 | New |
| Birch Hill Investment Advisors LLC | 96,810 | $31.2M | 1.30% | −2,243−2.3% | Reduced |
| Ballentine Partners, LLC | 96,722 | $31.2M | 0.44% | −972−1.0% | Reduced |
| Callahan Advisors, LLC | 96,573 | $31.1M | 2.56% | −1,240−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 117,768 | $31.0M | 0.75% | −3,132−2.6% | Reduced |
| Bragg Financial Advisors, Inc | 96,108 | $31.0M | 1.01% | +3,524+3.8% | Added |
| Linscomb & Williams, Inc. | 96,051 | $30.9M | 1.30% | −988−1.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 95,989 | $30.9M | 1.67% | −303−0.3% | Reduced |
| Assenagon Asset Management S.A. | 95,923 | $30.9M | 0.05% | −1,072−1.1% | Reduced |
| Wealthspire Advisors, LLC | 95,917 | $30.9M | 0.25% | +21,636+29.1% | Added |
| Baldwin Brothers Inc | 95,821 | $30.9M | 1.97% | +3,230+3.5% | Added |
| Sumitomo Life Insurance Co | 95,604 | $30.8M | 0.84% | +3,084+3.3% | Added |
| Trexquant Investment LP | 95,557 | $30.8M | 0.27% | +95,557 | New |
| Pallas Capital Advisors LLC | 95,554 | $30.8M | 1.02% | −3,592−3.6% | Reduced |
| First American Trust, FSB | 95,501 | $30.8M | 2.11% | +7,697+8.8% | Added |