Stock ownership · SEC 13F · Q4 2025

JPMORGAN CHASE & CO.

Institutional ownership of JPMORGAN CHASE & CO. (CUSIP 46625H100) - who holds it, how concentrated it is, and what moved last quarter.

$395.3M
Reported value
29
Institutions
95%
Top-5 share

The verdict

JPMORGAN CHASE & CO. is a broadly held institutional position - 29 institutions report $395.3M in positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

29
institutions hold it
$395.3M
reported 13F value
95%
held by top 5
#30
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$395.3M

Institutional 13F value

Institutions

29

Reporting holders

Top-5 concentration

95%

Held by 5 largest

New buyers

26

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%95%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 94.0%

JPMORGAN CHASE & CO. is more widely held than about 94% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of JPMORGAN CHASE & CO.
  1. 1
  2. 2
  3. 3
  4. 4
    MidFirst Bank $20.7M
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a JPMORGAN CHASE & CO. position has risen from 26 to 29 over the last 8 quarters of 13F filings.

102030405060 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 29
Distinct 13F filers holding JPMORGAN CHASE & CO., by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 GROUPAMA ASSET MANAGMENT 760,026 $244.8M 61.9%
2 Pacer Advisors, Inc. 212,777 $68.6M 17.3%
3 Banque Transatlantique SA 83,267 $26.8M 6.8%
4 MidFirst Bank 65,722 $20.7M 5.2%
5 Anchor Investment Management, LLC 40,130 $12.9M 3.3%
6 Tempo Wealth, LLC 11,299 $3.6M 0.9%
7 Astoria Portfolio Advisors LLC. 8,017 $2.4M 0.6%
8 ARWA LLC 6,436 $2.1M 0.5%
9 Stone Wealth Partners 5,868 $1.9M 0.5%
10 Cross Staff Investments Inc 5,058 $1.6M 0.4%
11 Oak Grove Capital LLC 4,600 $1.5M 0.4%
12 KW WEALTH MANAGEMENT LLC 2,809 $905K 0.2%
13 THRYVE WEALTH MANAGEMENT LLC 2,727 $879K 0.2%
14 Lynch Investment Planning, LLC 2,541 $819K 0.2%
15 Investment Insight Wealth Management, LLC 2,538 $818K 0.2%
16 Bell Investment Advisors, Inc 2,174 $701K 0.2%
17 Anderson Financial Strategies, LLC 2,062 $664K 0.2%
18 Westshore Wealth, LLC 1,922 $619K 0.2%
19 DGS Capital Management, LLC 1,841 $593K 0.2%
20 INSTRUMENTAL WEALTH, LLC 1,618 $495K 0.1%
21 OakTrust Wealth Advisors, LLC 1,443 $465K 0.1%
22 CHELSEA COUNSEL CO 1,392 $449K 0.1%
23 Financially in Tune, LLC 954 $307K 0.1%
24 TD Capital Management LLC 952 $307K 0.1%
25 Barnes Wealth Management Group, Inc 800 $258K 0.1%
26 Strategic Investment Solutions, Inc. /IL 305 $98K 0.0%
27 Compass Financial Services Inc 55 $18K 0.0%
28 SG Trading Solutions, LLC 25,665 $8K 0.0%
29 Nolet Wealth Management, LLC 18 $6K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about JPMORGAN CHASE & CO.

A few large holders dominate this stock’s institutional float.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put JPMORGAN CHASE & CO. in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold JPMORGAN CHASE & CO.?
JPMORGAN CHASE & CO. is held by 29 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of JPMORGAN CHASE & CO.?
Institutions report $395.3M of JPMORGAN CHASE & CO. as of Q4 2025.
How concentrated is ownership of JPMORGAN CHASE & CO.?
The top five institutional holders account for 95% of the reported institutional value in JPMORGAN CHASE & CO., making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of JPMORGAN CHASE & CO.?
GROUPAMA ASSET MANAGMENT is the largest reported holder of JPMORGAN CHASE & CO. with $244.8M across 760,026 shares as of Q4 2025.
Where does this JPMORGAN CHASE & CO. data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.