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 |
|---|---|---|---|---|---|
| North Dakota State Investment Board | 95,274 | $30.7M | 1.14% | +95,274 | New |
| Evergreen Capital Management LLC | 94,545 | $30.5M | 0.68% | +4,113+4.5% | Added |
| Beese Fulmer Investment Management, Inc. | 94,193 | $30.4M | 1.98% | +1,020+1.1% | Added |
| Greenleaf Trust | 94,126 | $30.3M | 0.28% | −2,357−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 94,067 | $30.3M | 1.04% | +1,777+1.9% | Added |
| Verition Fund Management LLC | 93,042 | $30.0M | 0.16% | +7,520+8.8% | Added |
| Albion Financial Group | 92,572 | $29.8M | 1.86% | −4,001−4.1% | Reduced |
| Avanza Fonder AB | 92,429 | $29.8M | 0.76% | +92,429 | New |
| Fort Sheridan Advisors LLC | 92,425 | $29.8M | 3.78% | −91−0.1% | Reduced |
| Washington Trust Bank | 92,404 | $29.8M | 2.09% | −2,522−2.7% | Reduced |
| GHP Investment Advisors, Inc. | 92,280 | $29.7M | 1.22% | −972−1.0% | Reduced |
| Rockland Trust Co | 92,124 | $29.7M | 1.17% | −12,720−12.1% | Reduced |
| Harbour Trust & Investment Management Co | 91,990 | $29.6M | 3.02% | +588+0.6% | Added |
| Quadrant Capital Group LLC | 91,326 | $29.4M | 0.89% | +5,278+6.1% | Added |
| Independence Bank of Kentucky | 91,193 | $29.4M | 3.66% | +203+0.2% | Added |
| Harvest Portfolios Group Inc. | 90,918 | $29.3M | 0.51% | +1,641+1.8% | Added |
| Dixon Mitchell Investment Counsel Inc. | 90,589 | $29.2M | 0.96% | +2,228+2.5% | Added |
| Leavell Investment Management, Inc. | 90,379 | $29.1M | 1.21% | −478−0.5% | Reduced |
| PEAK6 LLC | 90,090 | $29.0M | 0.79% | −14,767−14.1% | Reduced |
| Cincinnati Financial Corp | 90,000 | $29.0M | 0.57% | 00.0% | Unchanged |
| Wedbush Securities Inc | 89,409 | $28.8M | 0.84% | +4,523+5.3% | Added |
| Moran Wealth Management, LLC | 89,207 | $28.7M | 0.88% | +74+0.1% | Added |
| Webster Bank, N. A. | 88,420 | $28.5M | 2.67% | −2,098−2.3% | Reduced |
| Fiduciary Group LLC | 88,418 | $28.5M | 2.39% | −2,643−2.9% | Reduced |
| Westpac Banking Corp | 88,416 | $28.5M | 1.80% | −2,863−3.1% | Reduced |
| Smithbridge Asset Management Inc | 88,308 | $28.5M | 2.43% | +42,785+94.0% | Added |
| Bourgeon Capital Management LLC | 87,854 | $28.3M | 4.61% | −1,340−1.5% | Reduced |
| Rempart Asset Management Inc. | 87,737 | $28.3M | 5.34% | −6,402−6.8% | Reduced |
| Edge Wealth Management LLC | 87,533 | $28.2M | 4.98% | −1,222−1.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 87,483 | $28.2M | 1.36% | +31,602+56.6% | Added |
| Anderson Hoagland & Co | 87,293 | $28.1M | 2.42% | −376−0.4% | Reduced |
| Mizuho Markets Americas LLC | 87,000 | $28.0M | 0.60% | −45,000−34.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 86,982 | $28.0M | 0.33% | −657−0.7% | Reduced |
| Davis-Rea Ltd. | 86,942 | $28.0M | 7.01% | +8,877+11.4% | Added |
| Trust Co of Virginia | 86,824 | $28.0M | 2.26% | −54−0.1% | Reduced |
| Barlow Wealth Partners, Inc. | 84,914 | $28.0M | 3.02% | −875−1.0% | Reduced |
| GDS Wealth Management | 86,603 | $27.9M | 1.75% | +930+1.1% | Added |
| Addenda Capital Inc. | 86,313 | $27.8M | 0.82% | −1,196−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 85,959 | $27.7M | 0.72% | +1,958+2.3% | Added |
| Tritonpoint Wealth, LLC | 85,730 | $27.6M | 2.80% | −8,515−9.0% | Reduced |
| Cohen Capital Management, Inc. | 85,518 | $27.6M | 4.15% | −250−0.3% | Reduced |
| Verdence Capital Advisors LLC | 85,308 | $27.5M | 1.63% | −2,752−3.1% | Reduced |
| Cidel Asset Management Inc | 85,015 | $27.4M | 1.94% | −6,897−7.5% | Reduced |
| Forum Financial Management, LP | 84,993 | $27.4M | 0.36% | +834+1.0% | Added |
| Northwest & Ethical Investments L.P. | 84,617 | $27.3M | 0.61% | −8,328−9.0% | Reduced |
| Canandaigua National Bank & Trust Co | 84,219 | $27.1M | 2.43% | −2,765−3.2% | Reduced |
| Banque Cantonale Vaudoise | 84,199 | $27.1M | 0.97% | −1,565−1.8% | Reduced |
| Dearborn Partners LLC | 83,913 | $27.0M | 1.35% | −1,236−1.5% | Reduced |
| Courant Investment Management LLC | 83,697 | $27.0M | 24.38% | −11,200−11.8% | Reduced |
| TD Private Client Wealth LLC | 83,509 | $26.9M | 0.57% | −1,497−1.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 83,505 | $26.9M | 1.53% | +787+1.0% | Added |
| Banque Transatlantique SA | 83,267 | $26.8M | 0.65% | −2,824−3.3% | Reduced |
| Motco | 83,204 | $26.8M | 2.43% | −1,393−1.6% | Reduced |
| Nixon Peabody Trust Co | 83,122 | $26.8M | 2.03% | −2,027−2.4% | Reduced |
| Ascent Group, LLC | 82,861 | $26.7M | 0.91% | +1,612+2.0% | Added |
| Premier Fund Managers Ltd | 82,324 | $26.6M | 1.53% | −7,800−8.7% | Reduced |
| Westchester Capital Management, Inc. | 82,392 | $26.5M | 5.49% | −1,913−2.3% | Reduced |
| Aviance Capital Partners, LLC | 82,311 | $26.5M | 3.06% | −793−1.0% | Reduced |
| Signaturefd, LLC | 82,160 | $26.5M | 0.40% | +1,292+1.6% | Added |
| Sterling Capital Management LLC | 82,137 | $26.5M | 0.43% | +15,044+22.4% | Added |
| Red Door Wealth Management, LLC | 82,120 | $26.5M | 2.75% | +272+0.3% | Added |
| Oak Harvest Investment Services | 82,105 | $26.5M | 2.89% | +1,537+1.9% | Added |
| Kovitz Investment Group Partners, LLC | 81,982 | $26.4M | 0.58% | −554,932−87.1% | Reduced |
| JGP Wealth Management, LLC | 81,723 | $26.3M | 2.74% | +246+0.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81,399 | $26.2M | 0.47% | +5,713+7.5% | Added |
| Woodmont Investment Counsel LLC | 81,283 | $26.2M | 1.64% | +648+0.8% | Added |
| North Star Asset Management Inc | 81,102 | $26.1M | 1.05% | +2,816+3.6% | Added |
| XTX Topco Ltd | 80,927 | $26.1M | 0.68% | +70,092+646.9% | Added |
| Meeder Advisory Services, Inc. | 80,920 | $26.1M | 1.12% | +4,530+5.9% | Added |
| Burney Co | 80,720 | $26.0M | 0.81% | −34,587−30.0% | Reduced |
| Easterly Investment Partners LLC | 80,720 | $26.0M | 1.60% | −4,216−5.0% | Reduced |
| Ninety One SA (PTY) Ltd | 80,684 | $26.0M | 1.12% | +4,112+5.4% | Added |
| Terry L. Blaker | 80,663 | $26.0M | 0.96% | −610−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 87,232 | $26.0M | 0.64% | +557+0.6% | Added |
| King Wealth | 80,399 | $25.9M | 3.12% | +518+0.6% | Added |
| General American Investors Co Inc | 80,000 | $25.8M | 1.60% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $25.8M | 2.69% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 79,947 | $25.8M | 3.11% | −2,183−2.7% | Reduced |
| Atomi Financial Group, Inc. | 79,859 | $25.7M | 0.76% | +8,749+12.3% | Added |
| Novare Capital Management LLC | 79,738 | $25.7M | 1.93% | +430+0.5% | Added |
| MUFG Securities Americas Inc. | 79,682 | $25.7M | 1.60% | −586−0.7% | Reduced |
| Gladstone Institutional Advisory LLC | 79,638 | $25.7M | 0.97% | +534+0.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 79,498 | $25.6M | 2.63% | −173−0.2% | Reduced |
| Montag A & Associates Inc | 79,481 | $25.6M | 1.17% | −3,666−4.4% | Reduced |
| Dynamic Advisor Solutions LLC | 79,330 | $25.6M | 0.82% | −2,422−3.0% | Reduced |
| Burns J W & Co Inc | 79,197 | $25.5M | 2.83% | −327−0.4% | Reduced |
| BlueCrest Capital Management Ltd | 79,128 | $25.5M | 0.99% | +79,128 | New |
| Peak Asset Management, LLC | 79,111 | $25.5M | 4.34% | −769−1.0% | Reduced |
| Thoroughbred Financial Services, LLC | 78,872 | $25.4M | 1.51% | +1,417+1.8% | Added |
| WoodTrust Financial Corp | 78,550 | $25.3M | 2.95% | −491−0.6% | Reduced |
| Calamos Wealth Management LLC | 78,517 | $25.3M | 0.88% | +446+0.6% | Added |
| Courier Capital LLC | 78,471 | $25.3M | 1.42% | −2,475−3.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 78,296 | $25.2M | 1.21% | −4,747−5.7% | Reduced |
| Siemens Fonds Invest GmbH | 77,987 | $25.2M | 1.34% | −4,398−5.3% | Reduced |
| Baxter Bros Inc | 78,005 | $25.1M | 2.91% | −1,106−1.4% | Reduced |
| SlateStone Wealth, LLC | 77,995 | $25.1M | 2.10% | +766+1.0% | Added |
| Willis Investment Counsel | 77,879 | $25.1M | 1.30% | −100−0.1% | Reduced |
| Whitener Capital Management, Inc. | 77,765 | $25.1M | 5.70% | −173−0.2% | Reduced |
| Legacy Private Trust Co. | 77,762 | $25.1M | 1.48% | +3,233+4.3% | Added |
| Hudson Bay Capital Management LP | 77,500 | $25.0M | 0.14% | −61,235−44.1% | Reduced |