JPMorgan Chase & Co
AMJB- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 74 institutions reported holding it in 13F filings for Q2 2026, worth $432.6M in total; no superinvestor holds it.
Other share classesJPMVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
Q1 2025 vs. Q4 2024
How the institutions holding JPMorgan Chase & Co changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 54 | 63 | +9 |
| Shares | 15.3M | 13.7M | −1.54M (−10.1%) |
| Value | $454.7M | $427.1M | −$27.5M (−6.1%) |
New holders (11)
Institutions that held JPMorgan Chase & Co at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Warren Averett Asset Management, LLC | 535,320 | $17.4M | 0.21% |
| Citadel Advisors LLC | 100,931 | $3.28M | 0.00% |
| Crestwood Advisors Group LLC | 62,516 | $2.03M | 0.04% |
| Wolverine Trading, LLC | 24,323 | $793.4K | 0.03% |
| Bank of America Corp | – | $588.5K | 0.00% |
| VestGen Advisors, LLC | 13,225 | $429.5K | 0.02% |
| North Capital, Inc. | 8,203 | $266.4K | 0.25% |
| CI Private Wealth, LLC | 6,445 | $209.3K | 0.00% |
| Wiley Bros.-Aintree Capital, LLC | 6,246 | $203.7K | 0.00% |
| Mariner, LLC | 6,229 | $202.3K | 0.00% |
| US Bancorp | 500 | $16.2K | 0.00% |
Sold out (2)
Institutions that held JPMorgan Chase & Co at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Kepos Capital LP | 44,400 | $1.31M |
| Barclays PLC | 52 | $1.53K |