JPMorgan Chase &JPM
13F holders, Q4 2025 (December 31)5,151holders +389
116new positions
76sold out
18famous investors
$321.53avg. 13F price*
At the end of Q4 2025, 5,151 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 389 from Q3 2025. 116 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($85.6B), BlackRock, Inc. ($68.2B) and State Street Corp. ($40.4B). 18 famous investors held it, including Tom Russo (1.8% of Gardner Russo & Quinn's portfolio), Ken Fisher (1.8% of Fisher Asset Management's portfolio) and Andreas Halvorsen (1.6% of Viking Global Investors's portfolio).
- Company
- JPMorgan Chase & Co.
- Sector
- Finance
- CUSIP
- 46625H100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $522.5M |
| Exits | 76 | $285.0M |
All 13F filers, Q3 2025 → Q4 2025: 45,895,609 shares bought and 59,749,249 shares sold, net −13,853,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5,151 holders
| Vanguard Group Inc. | 1.24% | Reduce -0.1% | 265,758,185 | $85.6B |
| BlackRock, Inc. | 1.16% | Add +1.1% | 211,596,732 | $68.2B |
| State Street Corp. | 1.36% | Add +0.1% | 125,342,135 | $40.4B |
| Morgan Stanley | 1.28% | Add +1.4% | 66,385,268 | $21.4B |
| Geode Capital Management, LLC | 1.21% | Reduce -0.0% | 61,268,688 | $19.7B |
| Bank of America Corp. | 1.33% | Reduce -1.8% | 56,719,109 | $18.3B |
| FMR LLC | 0.59% | Reduce -7.8% | 35,700,719 | $11.5B |
| Norges Bank | 1.22% | — | 35,368,681 | $11.4B |
| Northern Trust Corp. | 1.30% | Reduce -2.1% | 31,672,762 | $10.2B |
| T. Rowe Price Associates Inc. | 0.97% | Reduce -3.7% | 27,942,349 | $9.0B |
| Capital International Investors | 1.35% | Reduce -5.4% | 26,626,025 | $8.6B |
| Royal Bank of Canada | 1.36% | Add +0.5% | 24,075,388 | $7.8B |
| Bank of New York Mellon Corp | 1.33% | Add +5.4% | 23,424,482 | $7.5B |
| Wells Fargo & Company | 1.46% | Reduce -0.6% | 23,085,900 | $7.4B |
| Capital Research Global Investors | 1.31% | Reduce -4.7% | 21,930,307 | $7.1B |
| Goldman Sachs Group Inc. | 1.00% | Reduce -1.8% | 21,777,670 | $7.0B |
| Ameriprise Financial Inc. | 1.41% | Reduce -7.6% | 19,352,594 | $6.2B |
| Legal & General Group Plc | 1.36% | Add +0.6% | 19,019,564 | $6.1B |
| UBS Group AG | 1.21% | Reduce -3.4% | 18,895,635 | $6.1B |
| Charles Schwab Investment Management Inc. | 0.94% | Reduce -0.4% | 18,747,819 | $6.0B |
| Dimensional Fund Advisors LP | 1.24% | Reduce -1.8% | 18,361,596 | $5.9B |
| Capital World Investors | 0.80% | Reduce -24.7% | 18,141,072 | $5.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.12% | Reduce -1.4% | 16,401,871 | $5.3B |
| Fisher Asset Management | 1.76% | Add +1.9% | 16,018,656 | $5.2B |
| Massachusetts Financial Services Co. | 1.62% | Reduce -5.5% | 15,519,405 | $5.0B |
| Nuveen, LLC | 1.25% | Reduce -3.9% | 14,775,402 | $4.8B |
| Raymond James Financial Inc. | 1.45% | Add +0.0% | 14,448,443 | $4.7B |
| Invesco Ltd. | 0.44% | Reduce -1.4% | 14,448,897 | $4.7B |
| Franklin Resources Inc. | 1.00% | Reduce -1.4% | 12,420,530 | $4.0B |
| Wellington Management Group LLP | 0.59% | Reduce -24.8% | 10,391,709 | $3.3B |
| Deutsche Bank AG | 1.07% | Add +3.0% | 10,190,594 | $3.3B |
| Barclays PLC | 1.26% | Reduce -30.7% | 9,749,773 | $3.1B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2.60% | Add +16.0% | 9,132,100 | $2.9B |
| Neuberger Berman Group LLC | 1.97% | Reduce -6.3% | 8,214,514 | $2.6B |
| BNP Paribas Financial Markets | 1.64% | Add +29.9% | 7,914,787 | $2.6B |
| HSBC Holdings PLC | 1.39% | Add +11.0% | 7,564,735 | $2.4B |
| Boston Partners | 2.41% | Reduce -3.5% | 7,231,996 | $2.3B |
| Envestnet Asset Management Inc. | 0.65% | Reduce -4.2% | 6,778,558 | $2.2B |
| California Public Employees Retirement System | 1.25% | Add +2.2% | 6,761,319 | $2.2B |
| Amundi | 0.66% | Add +23.2% | 6,750,953 | $2.2B |
| PNC Financial Services Group, Inc. | 1.19% | Reduce -1.5% | 6,744,967 | $2.2B |
| Schroder Investment Management Group | 1.62% | Add +3.4% | 6,613,948 | $2.1B |
| Baird Financial Group, Inc. | 3.30% | Add +2.2% | 6,576,161 | $2.1B |
| Sumitomo Mitsui Trust Group, Inc. | 1.23% | Reduce -4.9% | 6,474,962 | $2.1B |
| SG Americas Securities, LLC | 2.66% | Add +223496.0% | 6,218,204 | $2.0B |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1.29% | Add +4.2% | 5,867,584 | $1.9B |
| Bank of Montreal | 0.77% | Reduce -4.9% | 5,831,539 | $1.9B |
| Canada Pension Plan Investment Board | 1.20% | Reduce -2.4% | 5,573,356 | $1.8B |
| LPL Financial LLC | 0.48% | Add +4.6% | 5,459,824 | $1.8B |
| Alliancebernstein L.P. | 0.55% | Reduce -6.0% | 5,426,193 | $1.7B |
| National Pension Service | 1.29% | Reduce -0.8% | 5,408,990 | $1.7B |
| Healthcare of Ontario Pension Plan Trust Fund | 2.90% | Add +9.3% | 5,281,754 | $1.7B |
| Principal Financial Group Inc. | 0.84% | Reduce -3.2% | 5,134,283 | $1.7B |
| TD Asset Management Inc | 1.28% | Reduce -2.9% | 4,931,716 | $1.6B |
| JPMorgan Chase & Co. | 0.11% | Add +1.5% | 4,926,369 | $1.6B |
| Unisphere Establishment | 11.56% | No change | 4,800,000 | $1.5B |
| Swedbank AB | 1.47% | Reduce -2.3% | 4,725,326 | $1.5B |
| Rhumbline Advisers | 1.23% | Reduce -3.4% | 4,708,833 | $1.5B |
| Bessemer Group Inc. | 2.32% | Reduce -13.0% | 4,698,539 | $1.5B |
| Clearbridge Investments, LLC | 1.19% | Reduce -4.0% | 4,621,543 | $1.5B |
| Sanders Capital, LLC | 1.60% | Reduce -0.7% | 4,305,493 | $1.4B |
| California State Teachers Retirement System | 1.37% | Reduce -2.6% | 4,260,642 | $1.4B |
| Janus Henderson Group PLC | 0.60% | Reduce -3.9% | 4,193,611 | $1.4B |
| Stifel Financial Corp. | 1.13% | Reduce -0.4% | 3,900,287 | $1.3B |
| Robeco Institutional Asset Management B.V. | 1.73% | Reduce -0.3% | 3,776,778 | $1.2B |
| American Century Companies Inc. | 0.60% | Reduce -9.2% | 3,707,319 | $1.2B |
| Primecap Management Co. | 0.88% | Reduce -6.0% | 3,606,887 | $1.2B |
| US Bancorp \de | 1.35% | Reduce -2.0% | 3,584,075 | $1.2B |
| Nordea Investment Management AB | 0.99% | Add +6.6% | 3,566,046 | $1.2B |
| Corient Private Wealth LP | 1.53% | Add +9.1% | 3,484,827 | $1.1B |
| New York State Common Retirement Fund | 1.40% | Reduce -2.8% | 3,243,209 | $1.0B |
| Allianz Asset Management GmbH | 1.19% | Add +18.8% | 3,232,673 | $1.0B |
| Fayez Sarofim & Co | 2.46% | Reduce -8.4% | 3,177,244 | $1.0B |
| CIBC Private Wealth Group LLC | 1.72% | Reduce -1.2% | 3,155,380 | $1.0B |
| Voya Investment Management LLC | 1.12% | Add +5.1% | 3,072,539 | $990.0M |
| Mariner, LLC | 1.16% | Reduce -8.3% | 3,028,638 | $975.9M |
| Aviva PLC | 1.64% | Add +12.6% | 3,020,078 | $973.1M |
| Truist Financial Corp. | 1.29% | Add +2.5% | 3,006,468 | $968.7M |
| Focus Partners Wealth | 1.10% | Add +27.1% | 3,007,563 | $967.9M |
| FIL Ltd | 0.72% | Add +1.0% | 2,995,394 | $965.2M |
| Citigroup Inc. | 0.66% | Reduce -41.2% | 2,992,017 | $964.1M |
| Ensign Peak Advisors, Inc | 1.69% | Reduce -12.9% | 2,975,124 | $958.6M |
| Acadian Asset Management LLC | 1.54% | Add +35.5% | 2,909,712 | $937.5M |
| National Bank of Canada | 0.92% | Reduce -10.6% | 2,781,327 | $896.3M |
| Rathbones Group PLC | 3.45% | Reduce -0.9% | 2,737,607 | $882.1M |
| Credit Agricole S A | 2.43% | Add +39.1% | 2,736,707 | $881.8M |
| KBC Group NV | 2.00% | Add +2.4% | 2,725,322 | $878.2M |
| HighTower Advisors, LLC | 0.94% | Reduce -1.8% | 2,672,170 | $861.0M |
| Axiom Investors LLC | 7.42% | Add +51.6% | 2,624,117 | $845.5M |
| Manufacturers Life Insurance Company, The | 0.69% | Add +0.2% | 2,592,792 | $835.5M |
| Mackenzie Financial Corp. | 0.97% | Reduce -1.3% | 2,533,666 | $817.8M |
| Victory Capital Management Inc. | 0.46% | Add +7.0% | 2,527,003 | $814.3M |
| Capital Wealth Planning, LLC | 5.14% | Add +3.5% | 2,455,895 | $794.3M |
| APG Asset Management N.V. | 2.25% | Add +6.1% | 2,886,209 | $791.9M |
| State Board of Administration of Florida Retirement System | 1.38% | Reduce -4.2% | 2,428,507 | $782.5M |
| Adage Capital Partners Gp, L.L.C. | 1.19% | Reduce -0.4% | 2,428,466 | $782.5M |
| Rockefeller Capital Management L.P. | 1.35% | Add +7.8% | 2,325,791 | $749.4M |
| Aberdeen Group plc | 1.15% | Add +0.2% | 2,312,440 | $745.1M |
| Blair William & Co. | 2.00% | Add +0.1% | 2,309,809 | $744.3M |
| Danske Bank A/S | 1.72% | Add +3.8% | 2,293,510 | $739.0M |
"% of holder's portfolio" is JPM's weight in each manager's 13F, not the share of JPMorgan Chase & Co. the manager owns.