# JPMORGAN CHASE & CO (JPM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JPM/

- Reporting holders: 274
- Reported value: $2.4B
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $201.6M | 609,443 | 2.4% | 32 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $182.9M | 552,992 | 2.5% | 32 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $135.2M | 408,715 | 2.1% | 32 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $125.2M | 378,587 | 5.5% | 16 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $115.6M | 349,572 | 1.6% | 12 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $95.8M | 289,493 | 2.6% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $85.9M | 259,653 | 2.2% | 28 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $83.3M | 251,739 | 2.2% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $66.4M | 200,767 | 0.5% | 16 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $62.3M | 188,290 | 2.0% | 32 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $61.2M | 185,011 | 0.9% | 32 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $42.2M | 127,614 | 0.3% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $41.0M | 123,853 | 1.4% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $37.3M | 112,777 | 0.8% | 32 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $34.5M | 104,141 | 0.3% | 16 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $31.3M | 94,614 | 2.0% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $27.4M | 82,824 | 1.0% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $26.2M | 79,303 | 2.3% | 20 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $24.4M | 73,881 | 1.3% | 32 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $24.3M | 73,366 | 1.8% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $22.5M | 67,827 | 0.5% | 20 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $21.2M | 63,982 | 1.5% | 31 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $19.4M | 58,592 | 3.3% | 32 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $19.2M | 57,959 | 2.9% | 19 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $19.2M | 57,916 | 3.8% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 274 | $2.4B |
| Q2 2026 | 5,161 | $731.4B |
| Q1 2026 | 5,081 | $605.0B |
| Q4 2025 | 5,157 | $665.9B |
| Q3 2025 | 4,787 | $645.1B |
| Q2 2025 | 4,776 | $611.0B |
| Q1 2025 | 4,696 | $512.3B |
| Q4 2024 | 4,699 | $512.2B |
| Q3 2024 | 4,232 | $450.3B |
| Q2 2024 | 4,197 | $435.5B |
| Q1 2024 | 4,137 | $461.0B |
| Q4 2023 | 4,021 | $382.1B |