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Who Owns JPMorgan Chase & Co

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JPMorgan Chase & Co.

Who crossed 5% of JPM →
Managers holding
200
as of 2026-09-30
Reported value
$2.7B
summed across filings
Shares held
8.3M
Added vs trimmed
89 / 99
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Mn Services Vermogensbeheer B.V.COM790.4K shadded$261.5M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM609.4K shtrimmed$201.6M
Douglas Lane & Associates, LLCCOMMON553K shtrimmed$182.9M
Border to Coast Pensions Partnership LtdCommon Stock439.9K shadded$145.3M
EASTERN BANKCOM408.7K shtrimmed$135.2M
Quintet Private Bank (Europe) S.A.COM378.6K shadded$125.2M
SAPIENT CAPITAL LLCCOM349.6K shtrimmed$115.6M
PARK NATIONAL CORP /OH/Com289.5K shtrimmed$95.8M
Venture Visionary Partners LLCCOM259.7K shadded$85.9M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock251.7K shtrimmed$83.3M
Farther Finance Advisors, LLCStock200.8K shadded$66.4M
ARGENT CAPITAL MANAGEMENT LLCCOM188.3K shtrimmed$62.3M
Gradient Investments LLCCOM185K shtrimmed$61.2M
NEVILLE RODIE & SHAW INCCOM128.2K shtrimmed$42.4M
CONGRESS ASSET MANAGEMENT COCOM127.6K shadded$42.2M
GAMMA Investing LLCCommon Stock123.9K shadded$41M
Valeo Financial Advisors, LLCStock112.8K shtrimmed$37.3M
Artemis Investment Management LLPCOM104.1K shadded$34.5M
AVITY INVESTMENT MANAGEMENT INC.COM94.6K shtrimmed$31.3M
WoodTrust Financial CorpCOMMON83.1K shtrimmed$27.5M
ROCKLAND TRUST COCOM82.8K shtrimmed$27.4M
CANANDAIGUA NATIONAL BANK & TRUST COCom79.3K shtrimmed$26.2M
Legacy Private Trust Co.COM73.9K shtrimmed$24.4M
Wedmont Private CapitalCOM67.8K shadded$22.5M
TOMPKINS FINANCIAL CORPCOM64K shtrimmed$21.2M
Iowa State BankCom58.6K shtrimmed$19.4M
Allen Mooney & Barnes Investment Advisors LLCStock58K shadded$19.2M
CYPRESS ASSET MANAGEMENT INC/TXCOM57.9K shtrimmed$19.2M
Mirador Capital Partners LPCOM57.2K shadded$18.9M
YHB Investment Advisors, Inc.COM56.7K shadded$18.8M
Galvin, Gaustad & Stein, LLCCOM55.2K shtrimmed$18.3M
AMERICAN NATIONAL BANK & TRUSTCOM51.8K shtrimmed$17.1M
HWG Holdings LPCOM51.8K shtrimmed$17.1M
Stokes Capital Advisors, LLCCOM45.7K shadded$15.1M
Apella Capital, LLCCOM44.9K shadded$14.8M
Avidian Wealth Enterprises, LLCCOM42.5K shadded$14.1M
Wealth Enhancement Trust Services, Inc.COM41.6K shadded$13.8M
Bangor Savings BankCOM37.1K shtrimmed$12.3M
Werlinich Asset Management, LLCCOM35.3K shheld$11.7M
Violich Capital Management, Inc.COM34.3K shadded$11.4M
CoreCap Advisors, LLCStock34K shadded$11.3M
Bill Few Associates, Inc.COM33.1K shtrimmed$11M
Brown Shipley& Co LtdCOM32.2K shadded$10.7M
CHAPIN DAVIS, INC.COM31.9K shtrimmed$10.5M
Grove Bank & TrustCOM30.7K shtrimmed$10.2M
DLK Investment Management, LLCCOM29.6K shtrimmed$9.8M
ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM29.3K shadded$9.7M
Everhart Financial Group, Inc.COM28.5K shadded$9.4M
Lincoln Capital LLCCOM27.3K shtrimmed$9.1M
Bank of New HampshireCOM25K shtrimmed$8.3M
Graves Light Lenhart Wealth, Inc.COM24.9K shtrimmed$8.2M
Pacifica Partners Inc.COM24.5K shtrimmed$8.2M
Atlas Brown,Inc.Stock23.9K shtrimmed$7.9M
ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM23.8K shtrimmed$7.9M
Greenfield Savings BankCOM23.3K shtrimmed$7.7M
Trinity Financial Advisors LLCCOM23.2K shadded$7.7M
Martin Capital Partners, LLCCOM23.2K shtrimmed$7.7M
Dupree Financial Group, LLCCOM23K shadded$7.6M
BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM22K shheld$7.3M
MOODY NATIONAL BANK TRUST DIVISIONCOM21.2K shtrimmed$7M
VALLEY WEALTH MANAGERS, INC.Stock20.6K shtrimmed$6.8M
Acropolis Investment Management, LLCCOM20K shtrimmed$6.6M
HF Advisory Group, LLCCOM19.2K shadded$6.3M
TITLEIST ASSET MANAGEMENT, LLCCOM17.2K shtrimmed$5.7M
CENTRAL BANK & TRUST COEquities15.8K shadded$5.2M
Castle Rock Wealth Management, LLCCOM15.8K shtrimmed$5.2M
Montz Harcus Wealth Management LLCCOM15.6K shtrimmed$5.2M
Overbrook Management CorpCOM14.6K shtrimmed$4.8M
BOS Asset Management, LLCCOM14.5K shadded$4.8M
ECLECTIC ASSOCIATES INC /ADVCOM13.9K shtrimmed$4.6M
Cooper Financial GroupCOM13.6K shadded$4.5M
ARGUS INVESTORS' COUNSEL, INC.COM13.5K shtrimmed$4.5M
DAVIDSON TRUST COEquities13.3K shtrimmed$4.4M
Breakwater Capital GroupCOM12.8K shtrimmed$4.2M
Sound Income Strategies, LLCCOM12.4K shtrimmed$4.1M
Capital Advisors Wealth Management, LLCCOM12.3K shadded$4.1M
Monument Capital ManagementCOM12.1K shadded$4M
BENEDICT FINANCIAL ADVISORS INCCommon Stock12.1K shtrimmed$4M
Insight Wealth Strategies, LLCCOM12K shadded$4M
Central Pacific Bank - Trust DivisionCOM11.7K shtrimmed$3.9M
Bell Asset Management LtdCOM11.5K shtrimmed$3.8M
ATWOOD & PALMER INCCOM11.4K shadded$3.8M
Balefire, LLCCOM11.4K shtrimmed$3.8M
O'Keefe Stevens Advisory, Inc.COM11.4K shadded$3.8M
Gallagher Capital Advisors, LLCCOM11.4K shtrimmed$3.8M
RHODES INVESTMENT ADVISORS INC /ADVCOM11.3K shtrimmed$3.7M
Dickmeyer Boyce Financial Management, Inc.COM11.2K shtrimmed$3.7M
Strong Retirement Solutions LLCCOM10.8K shtrimmed$3.6M
Exchange BankCOMMON STOCK10.7K shtrimmed$3.5M
Adelphi Trust CoCommon Stock10K shadded$3.3M
VISTA INVESTMENT PARTNERS LLCCOM10K shadded$3.3M
Applied Capital LLC/FLCOM9.8K shadded$3.2M
S.E.E.D. Planning Group LLCCOM9.7K shtrimmed$3.2M
FINANCIAL MANAGEMENT NETWORK INCCOM9K shtrimmed$3M
Byrne Asset Management LLCCOM8.9K shadded$3M
Bullock Wealth Management GroupStock8.8K shadded$2.9M
Emprise BankEquities8.8K shtrimmed$2.9M
Bath Savings Trust CoCommon Stock8.8K shadded$2.9M
Hummer Financial Advisory Services IncCOM8.7K shheld$2.9M
First Heartland Consultants, Inc.COM8.4K shadded$2.8M
Deane Retirement Strategies, Inc.Stock8.2K shtrimmed$2.7M
STABLEFORD CAPITAL II LLCCOM8.2K shtrimmed$2.7M
RFG - Bristol Wealth Advisors, LLCCOM8K shtrimmed$2.7M
BAKER TILLY WEALTH MANAGEMENT, LLCCOM8K shtrimmed$2.7M
Whalen Wealth Management Inc.COM7.9K shtrimmed$2.6M
ANB BANKCom7.8K shtrimmed$2.6M
General Partner, Inc.CL7.4K shheld$2.5M
Crumly & Associates Inc.COM7.4K shadded$2.4M
Heartwood Wealth Advisors LLCStock7.4K shadded$2.4M
GILPIN WEALTH MANAGEMENT, LLCCOM7.3K shadded$2.4M
Whitaker-Myers Wealth Managers, LTD.COM7.3K shadded$2.4M
McNaughton Wealth Management, LLCCOM7.3K shadded$2.4M
Matrix Trust CoCOM7.2K shadded$2.4M
Trust CoStock7.2K shadded$2.4M
TLWMCOM6.7K shtrimmed$2.2M
COLTON GROOME FINANCIAL ADVISORS, LLCCOM6.6K shtrimmed$2.2M
Meadowbrook Wealth Management, LLCLarge US Val Eq6.6K shadded$2.2M
Sunburst Financial Group, LLCCOM6.3K shtrimmed$2.1M
Veracity Capital LLCCOM6.3K shadded$2.1M
Rosenberg Matthew HamiltonStock6.2K shtrimmed$2.1M
Vann Equity Management LLCCOM6.1K shadded$2M
Canandaigua National Trust Co of FloridaCom5.9K shadded$2M
Investment Partners Asset Management, Inc.COM5.9K shheld$2M
TILIA FIDUCIARY PARTNERS, INC.Stock5.8K shtrimmed$1.9M
DIVERSIFIED MANAGEMENT INCCOM5.8K shadded$1.9M
Baring Financial LLCCOM5.7K shadded$1.9M
Olistico Wealth, LLCStock5.7K shtrimmed$1.9M
Peoples Bank/KSCommon Stock5.6K shtrimmed$1.9M
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCOM5.5K shadded$1.8M
AVAII WEALTH MANAGEMENT, LLCCOM5.5K shadded$1.8M
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM5.5K shtrimmed$1.8M
New Covenant Trust Company, N.A.COM5.3K shtrimmed$1.8M
FELL CAPITAL MANAGEMENT /ADVCOM5.2K shtrimmed$1.7M
Cadent Capital Advisors, LLCCOM5.2K shadded$1.7M
Oak Grove Capital LLCCOM5.1K shtrimmed$1.7M
RIVERSEDGE ADVISORS, LLCCOM5.1K shadded$1.7M
M.E. ALLISON & CO., INC.COM5.1K shtrimmed$1.7M
DECISION INVESTMENTS, INCCOM5K shadded$1.7M
INSPIRION WEALTH ADVISORS, LLCCOM4.9K shadded$1.6M
MFG WEALTH MANAGEMENT, INC.COM4.9K shadded$1.6M
PFW Advisors LLCCOM4.7K shadded$1.6M
ARMSTRONG ADVISORY GROUP, INCCOM4.6K shtrimmed$1.5M
Dorato Capital ManagementCOM4.7K shtrimmed$1.5M
FIRST COMMUNITY TRUST NACOM4.6K shadded$1.5M
HALL LAURIE J TRUSTEEEquities4.5K shtrimmed$1.5M
Green Ridge Wealth Planning LLCCOM4.5K shtrimmed$1.5M
STEPH & COCOM4.3K shadded$1.4M
Kaydan Wealth Management, Inc.COM4.2K shtrimmed$1.4M
Hardin Capital Partners, LLCCOM4.1K shadded$1.4M
Persium Advisors, LLCCOM4K shadded$1.3M
Independence Financial Advisors, LLCCOM4K shadded$1.3M
MAGNOLIA CAPITAL MANAGEMENT LTDCOM3.9K shheld$1.3M
TrueWealth Advisors, LLCCOM3.9K shtrimmed$1.3M
JUNCTURE WEALTH STRATEGIES, LLCCOM3.9K shadded$1.3M
Shulman DeMeo Asset Management LLCCOM3.8K shtrimmed$1.3M
MRA Advisory GroupCOM3.8K shadded$1.2M
PUFF WEALTH MANAGEMENT, LLCCOM3.7K shadded$1.2M
Wealth Science Advisors LLCCOM3.5K shtrimmed$1.2M
Delta Wealth Advisors LLCCOM3.5K shheld$1.2M
Gouws Capital LLCCOM3.4K shheld$1.1M
Ledgewood Wealth Advisors, LLCCOM3.4K shadded$1.1M
Bank & Trust CoCOM3.4K shtrimmed$1.1M
Weaver Consulting GroupCOM3.4K shadded$1.1M
RVW Wealth, LLCCOM3.4K shadded$1.1M
ELEVATION WEALTH PARTNERS, LLCCOM3.4K shtrimmed$1.1M
KFA Private Wealth Group, LLCCOM3.4K shadded$1.1M
Castleview Partners, LLCCOM3.3K shadded$1.1M
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM3.2K shheld$1.1M
Worth Asset Management, LLCStock3.2K shadded$1.1M
CapWealth Advisors, LLCStock3.2K shadded$1M
Intelligence Driven Advisers, LLCCOM3.1K shadded$1M
Decker Wealth Management LLCCOM3.1K shadded$1M
LAWOOD & COCommon Stock3.1K shtrimmed$1M
Arbor Wealth Advisors LLCCOM3.1K shheld$1M
American National Bank of TexasCommon Stock3.1K shtrimmed$1M
Dakota Community Bank & Trust NACOM3.1K shadded$1M
Aletheian Wealth Advisors LLCCOM3K shadded$991.2K
Hamilton Capital, LLCCOM3K shadded$987.1K
Financial Enhancement Group LLCCOM3K shtrimmed$986.4K
Successful Portfolios LLCCOM3K shheld$981.1K
COLLECTIVE FAMILY OFFICE LLCCOM3K shtrimmed$978.3K
Friday FinancialCOM2.9K shadded$976.5K
WALLER FINANCIAL PLANNING GROUP, INCCOM2.9K shtrimmed$958.7K
Paragon Capital Management LtdCOM2.9K shtrimmed$944.7K
Cambridge Financial Group, LLCCOM2.8K shheld$906.1K
Veery Capital, LLCCOM2.7K shadded$883.5K
Emergent Wealth Advisors, LLCCOM2.6K shadded$863.4K
jvl associates llcCOM2.5K shadded$827.4K
JACOBS & CO/CACOM2.5K shadded$811K
LifeGoal Investments, LLCCOM2.4K shadded$810.2K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM2.3K shadded$777.5K
Investors Research CorpCOM2.3K shtrimmed$768.5K
Wisconsin Wealth Advisors, LLCCOM2.3K shadded$767.1K
CYPRESS FINANCIAL PLANNING LLCCOM2.3K shtrimmed$751.9K
Tactive Advisors, LLCCOM2.2K shtrimmed$733.2K
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock2.2K shadded$733K
Vilga Financial Planning LLCCOM2.2K shtrimmed$726.8K
Kaizen Financial StrategiesCOM2.2K shtrimmed$715.9K
Factor Wealth Management LTDCOM2.1K shtrimmed$703.7K
Peterson Wealth Advisors, LLCCOM2.1K shtrimmed$692.8K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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