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

According to SEC Form 13F-HR filings in this corpus, JPMORGAN CHASE & CO. ranks #31 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 29 institutions report $395.3M 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
#31
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, JPMORGAN CHASE & CO. ranks #31 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46625H100 · Q4 2025 $395M reported

VALUE-MEGA · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL

  • VALUE-MEGA #31/775
  • HOLDERS-NARROW 29 filers
  • CONC-DOM 95% top-5
  • PHOTO-FINISH ISHARES TR
  • ACTIVITY-HOT 26 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: ISHARES TR

Read with: Ownership concentration guide - JPMORGAN CHASE & CO.'s top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · JPMORGAN CHASE & CO.

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

PFIZER · near$412MJPMORGAN CHASE & . · this st…$395MISHARES TR · near$394MACCENTURE IRELAND F · near$394MVANGUARD S&P 500 ETF · near$390M
Aggregate reported institutional value ($)

JPMORGAN CHASE & CO. vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

29 Top 6% higher than 94% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of JPMORGAN CHASE & CO.
  1. 1
    GROUPAMA ASSET MANAGMENT $244.8M
  2. 2
    Pacer Advisors, Inc. $68.6M
  3. 3
    Banque Transatlantique SA $26.8M
  4. 4
    MidFirst Bank $20.7M
  5. 5
    Anchor Investment Management, LLC $12.9M
  6. 6
    Tempo Wealth, LLC $3.6M

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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among JPMORGAN CHASE & CO.'s reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
93.1%
Shared-defined discretion (DFND)
6.9%

Latest Quarter Activity · Q4 2025

New positions (26)

GROUPAMA ASSET MANAGMENT $244.8M
Pacer Advisors, Inc. $68.6M
Banque Transatlantique SA $26.8M
MidFirst Bank $20.7M
Anchor Investment Management, LLC $12.9M
Tempo Wealth, LLC $3.6M

Complete exits (49)

CIBC Bancorp USA Inc. exited
Kimelman & Baird, LLC exited
Maple Capital Management, Inc. exited
CONNORS INVESTOR SERVICES INC exited
Liontrust Investment Partners LLP exited
Fulcrum Asset Management LLP exited

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.
Where does JPMORGAN CHASE & CO. sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, JPMORGAN CHASE & CO. ranks #31 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for JPMORGAN CHASE & CO.: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($395.3M here).

ISHARES TR $393.8M ACCENTURE PLC IRELAND F $393.5M VANGUARD S&P 500 ETF $390.4M PFIZER INC $412.4M

Similar holder count

Nearest stocks by number of disclosing 13F holders (29 here).

EXXON MOBIL CORP 29 HOME DEPOT INC 30 BROADCOM INC 28 INVSC QQQ TRUST SRS 1 28

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.