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JPMorgan Chase & Co

JPM
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; 5,158 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.

Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

Q4 2024 vs. Q3 2024

How the institutions holding JPMorgan Chase & Co changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of JPM: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders4,215764,680+541
Shares2.04B17.4M2.05B+24.0M (+1.2%)
Value$429.4B$3.69B$490.0B+$64.3B (+15.1%)

76 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (624)

Institutions that held JPMorgan Chase & Co at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 624 by value.

Institutions new to JPM in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc14,655,399$3.51B1.30%
Universal- Beteiligungs- und Servicegesellschaft mbH1,894,131$454.0M0.90%
KLP Kapitalforvaltning AS1,080,632$259.0M1.23%
Lansforsakringar Fondforvaltning AB (publ)982,594$235.5M1.32%
Axiom Investors LLC930,284$223.0M1.64%
DJE Kapital AG752,296$179.9M4.21%
Junto Capital Management LP501,640$120.2M2.40%
Police & Firemen's Retirement System of New Jersey408,786$98.0M0.95%
Global Frontier Investments LLC379,000$90.8M23.37%
Groupe la Francaise367,452$86.2M2.22%
Ofi Invest Asset Management370,146$85.7M2.02%
Nearwater Capital Markets, Ltd346,000$82.9M2.37%
Discovery Capital Management, LLC331,900$79.6M5.42%
Susquehanna Fundamental Investments, LLC303,656$72.8M1.22%
Union Bancaire Privee, UBP SA284,495$66.1M1.17%
Aware Super Pty Ltd as trustee of Aware Super256,842$61.6M0.98%
Capital Fund Management S.A.242,010$58.0M0.57%
Evelyn Partners Investment Management LLP229,458$55.0M1.79%
Boston Private Wealth LLC217,752$52.2M0.98%
Generali Asset Management SPA SGR213,544$51.2M1.31%
Triglav Skladi, D.O.O.188,172$45.1M3.55%
Woodline Partners LP169,073$40.5M0.27%
Fisher Funds Management LTD162,270$38.9M0.94%
Madison Investment Advisors, LLC159,007$38.1M0.43%
Rit Capital Partners PLC152,600$36.6M8.88%
William Blair Investment Management, LLC142,962$34.3M0.08%
Osterweis Capital Management Inc138,025$33.1M1.54%
M.D. Sass Investors Services, Inc.128,302$30.8M2.36%
Banque Transatlantique SA230,847$30.1M0.77%
Cadinha & Co LLC124,173$29.8M4.94%
Kodai Capital Management LP108,413$26.0M1.07%
Cary Street Partners Financial LLC105,978$25.4M0.83%
Guardian Partners Inc.94,615$23.0M2.34%
Canada Post Corp Registered Pension Plan91,367$21.9M1.29%
Mizuho Markets Americas LLC84,448$20.2M0.39%
Interval Partners, LP76,152$18.3M0.47%
Voleon Capital Management LP75,087$18.0M1.34%
Heritage Trust Co72,881$17.5M2.06%
Caisse des Depots Et Consignations72,753$17.4M0.86%
BDF-Gestion72,211$17.3M1.79%
Intellus Advisors LLC67,001$16.1M2.78%
DSG Capital Advisors, LLC66,838$16.0M2.90%
Farmers National Bank65,249$15.6M4.56%
PEAK6 LLC65,146$15.6M0.61%
Sara-Bay Financial62,764$15.0M5.57%
Sagespring Wealth Partners, LLC61,943$14.8M0.39%
Burling Wealth Partners, LLC60,562$14.5M2.96%
one8zero8, LLC57,739$13.8M2.98%
Perennial Advisors, LLC57,169$13.7M2.98%
Raiffeisen Bank International AG55,208$13.2M0.20%
Two Sigma Advisers, LP52,800$12.7M0.03%
Holocene Advisors, LP51,566$12.4M0.04%
MUFG Securities Americas Inc.46,642$11.2M1.42%
Parr McKnight Wealth Management Group, LLC46,552$11.2M1.60%
Generali Investments CEE, investicni spolecnost, a.s.45,100$10.8M1.11%
InvesTrust44,160$10.6M2.94%
1248 Management, LLC43,852$10.5M4.53%
Bradley & Co. Private Wealth Management, LLC43,683$10.5M6.54%
Boyer & Corporon Wealth Management, LLC43,504$10.4M3.71%
Soros Capital Management LLC42,650$10.2M1.60%
Bearing Point Capital, LLC41,362$9.91M2.07%
Stenger Family Office, LLC40,685$9.75M3.32%
Columbia Asset Management38,444$9.22M1.76%
Quantitative Investment Management, LLC38,145$9.14M0.69%
IFC Advisors LLC34,703$8.32M1.81%
Jain Global LLC33,119$7.94M0.24%
Cooper Capital Advisors LLC31,671$7.59M7.88%
Hansen & Associates Financial Group, Inc.29,487$7.11M3.62%
Patton Fund Management, Inc.29,593$7.09M1.39%
Texas Bank & Trust Co29,240$7.01M2.89%
Sava Infond d.o.o.29,025$6.96M1.23%
AssuredPartners Investment Advisors, LLC28,595$6.85M1.34%
Hall Capital Management Co Inc28,039$6.72M3.14%
Hudson Bay Capital Management LP28,036$6.72M0.04%
Mirabella Financial Services LLP26,892$6.45M0.59%
Jericho Financial, LLP26,877$6.44M4.66%
Cherokee Insurance Co26,510$6.35M2.88%
Argentarii, LLC25,635$6.14M3.09%
Saranac Partners Ltd22,619$5.82M3.21%
Brentview Investment Management LLC24,076$5.77M3.28%
Bradyco, Inc.11,106$5.63M3.48%
Enhancing Capital LLC23,000$5.51M4.40%
Kentucky Trust Co22,905$5.49M3.23%
Novem Group22,368$5.36M0.80%
Agp Franklin, LLC22,162$5.31M3.23%
TigerOak Management, L.L.C.21,183$5.08M1.86%
Partners Capital Investment Group, LLP21,033$5.04M0.14%
Ibex Wealth Advisors20,929$5.02M0.59%
SBI Securities Co., Ltd.20,179$4.84M0.15%
Fire Capital Management LLC20,119$4.82M3.59%
Pines Wealth Management, LLC19,992$4.80M2.09%
Kera Capital Partners, Inc.19,600$4.70M1.35%
Fischer Financial Services, Inc.19,173$4.60M1.45%
Harold Davidson & Associates Inc.18,637$4.47M2.14%
Lighthouse Investment Partners, LLC18,521$4.44M0.17%
Huntleigh Advisors, Inc.18,505$4.44M0.96%
Crowley Wealth Management, Inc.17,786$4.26M3.76%
Flow Traders U.S. LLC17,679$4.24M0.17%
Antonelli Financial Advisors, LLC16,816$4.03M3.41%
Evelyn Partners Investment Management (Europe) Ltd16,788$4.02M1.46%

Sold out (83)

Institutions that held JPMorgan Chase & Co at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of JPM in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Qube Research & Technologies Ltd520,031$109.7M
Abrams Bison Investments, LLC184,000$38.8M
Veriti Management LLC84,882$17.9M
ExodusPoint Capital Management, LP84,553$17.8M
Tudor Investment Corp Et Al79,243$16.7M
Brevan Howard Capital Management LP63,812$13.5M
Locust Wood Capital Advisers, LLC59,900$12.6M
Soros Fund Management LLCSuperinvestorSoros Fund Management54,600$11.5M
Cna Financial Corp50,000$10.5M
Loews Corp50,000$10.5M
Winton Group Ltd47,110$9.93M
Strategic Global Advisors, LLC45,112$9.51M
DoubleLine ETF Adviser LP43,994$9.28M
Graham Capital Management, L.P.25,089$5.29M
Symmetry Investments LP23,535$4.96M
Aquatic Capital Management LLC21,600$4.55M
Advisor Resource Council21,000$4.43M
Laurion Capital Management LP20,579$4.34M
Weiss Asset Management LP19,965$4.21M
Atom Investors LP15,694$3.31M
Readystate Asset Management LP12,504$2.64M
Bayesian Capital Management, LP11,975$2.53M
Teza Capital Management LLC11,970$2.52M
London & Capital Asset Management Ltd11,668$2.46M
Dark Forest Capital Management LP11,617$2.45M
CMT Capital Markets Trading GmbH9,472$2.00M
Granger Management LLC9,159$1.93M
CenterBook Partners LP8,641$1.82M
Hussman Strategic Advisors, Inc.8,400$1.77M
Zimmermann Investment Management & Planning LLC7,714$1.63M
Capital Markets Trading UK LLP7,550$1.59M
Dynamic Technology Lab Private Ltd7,425$1.57M
Accuvest Global Advisors6,914$1.46M
REDW Wealth LLC6,663$1.40M
USA Financial Portformulas Corp5,949$1.25M
Foresight Global Investors, Inc.5,445$1.15M
Paloma Partners Management Co4,944$1.04M
FJ Capital Management LLC4,767$1.01M
Virtu Financial LLC3,990$841.0K
Auto-Owners Insurance Co3,915$825.5K
Quest Partners LLC3,674$774.7K
Greenland Capital Management LP3,672$774.3K
Infrastructure Capital Advisors, LLC3,592$757.4K
Koss-Olinger Consulting, LLC3,496$737.0K
Wellington Wealth Strategies, LLC.3,172$704.0K
Bayview Asset Management, LLC3,000$632.6K
CTC Alternative Strategies, Ltd.2,681$565.3K
Gentry Private Wealth, LLC2,374$500.6K
Kraft, Davis & Associates, LLC2,137$475.2K
McNamara Financial Services, Inc.2,232$470.6K
Albert D Mason Inc2,062$434.8K
Glaxis Capital Management, LLC2,000$421.7K
Madison Park Capital Advisors, LLC1,950$411.2K
True Vision MN LLC15,680$399.2K
David J Yvars Group1,880$396.4K
Cumberland Partners Ltd1,700$358.5K
EntryPoint Capital, LLC1,570$331.1K
Thrive Capital Management, LLC1,536$323.9K
Advanced Portfolio Management, LLC1,440$303.6K
Manatuck Hill Partners, LLC1,305$275.2K
Keystone Financial Planning, Inc.1,268$267.4K
Scott Capital Advisors, LLC1,250$263.6K
Keebeck Alpha, LP1,168$246.3K
Paradigm, Strategies in Wealth Management, LLC1,167$246.1K
Revisor Wealth Management LLC1,078$227.4K
Cypress Point Wealth Management, LLC1,071$225.8K
Heritage Oak Wealth Advisors LLC1,059$223.3K
Renaissance Investment Group LLC1,035$218.2K
Tfo-TDC, LLC1,018$214.7K
City Center Advisors, LLC1,013$213.6K
Fonville Wealth Management LLC989$208.6K
Crestmont Private Wealth LLC951$200.5K
Mizuho Markets Cayman LP932$196.5K
McMahon Financial Advisors, LLC247$52.1K
Black Cypress Capital Management, LLC235$49.6K
Redmont Wealth Advisors LLC228$48.1K
Partnership Wealth Management, LLC207$43.6K
Mizuho Securities Co. Ltd.120$25.3K
Authentikos Wealth Advisory, LLC100$21.1K
Goodman Advisory Group, LLC93$19.6K
Your Advocates Ltd., LLP50$10.5K
LMR Partners LLP35$7.38K
Wells Financial Advisors INC30$6.33K

Not filed for Q4 2024 yet (76)

Institutions that held JPMorgan Chase & Co at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates9,209,202$1.94B
Raymond James Financial Services Advisors, Inc.4,126,602$870.1M
Eagle Asset Management Inc1,072,548$254.2M
Prio Wealth Limited Partnership372,238$78.5M
Raymond James Trust N.A.370,344$78.1M
B. Metzler seel. Sohn & Co. Holding AG354,189$74.7M
SpiderRock Advisors, LLC200,974$42.4M
Fort Pitt Capital Group, LLC191,626$40.4M
Chartwell Investment Partners, LLC169,325$35.7M
Rakuten Investment Management, Inc.161,700$34.0M
GYL Financial Synergies, LLC152,385$32.1M
Guardian Capital Advisors LP97,850$20.3M
Banque Cantonale Vaudoise89,119$18.8M
Argent Financial Group, Inc.73,248$15.4M
M&R Capital Management Inc56,369$11.9M
PEAK6 Investments LLC52,244$11.0M
Smithbridge Asset Management Inc47,983$10.1M
Concentric Wealth Management, LLC42,011$8.86M
First Personal Financial Services36,060$7.60M
Inscription Capital, LLC33,527$7.07M
Gunn & Co Investment Management, Inc.31,507$6.64M
Cary Street Partners Asset Management LLC30,812$6.50M
9258 Wealth Management, LLC29,310$6.18M
Platte River Wealth Advisors, LLC22,192$4.68M
Sweeney & Michel, LLC19,810$4.46M
Graybill Bartz & Assoc Ltd18,389$3.88M
Alpine Bank Wealth Management17,838$3.76M
Pegasus Partners Ltd.17,388$3.67M
Source Financial Advisors LLC17,213$3.63M
New Potomac Partners, LLC15,978$3.37M
Brophy Wealth Management, LLC15,322$3.23M
FinTrust Capital Advisors, LLC14,277$3.01M
Sage Investment Advisers LLC14,135$2.98M
First Trust Investment Solutions L.P.12,947$2.73M
Eisler Capital (UK) Ltd.12,417$2.62M
Axiom Advisory, LLC12,011$2.53M
Diversified, LLC11,514$2.43M
CIC Wealth, LLC11,184$2.36M
Alera Investment Advisors, LLC10,655$2.25M
Kowal Investment Group, LLC10,520$2.22M
Gateway Advisory, LLC9,343$1.97M
Waypoint Capital Advisors, LLC6,924$1.46M
Winning Points Advisors, LLC9,323$1.38M
Hyperion Partners, LLC6,245$1.32M
Kingfisher Capital LLC6,161$1.30M
Carmichael Hill & Associates, Inc.6,023$1.27M
Cedrus LLC4,906$1.03M
LifePro Asset Management4,799$1.01M
Susquehanna International Group Ltd.4,376$922.7K
LWMG, LLC3,940$830.9K
Zega Financial, LLC3,627$764.8K
Northwest Investment Counselors, LLC3,517$741.6K
Sweet Financial Partners, LLC3,089$651.3K
Garrison Asset Management, LLC2,587$545.5K
Financial Planning & Information Services, Inc.2,549$537.4K
Verdad Advisers, LP2,422$510.7K
American Planning Services, Inc.2,069$418.5K
Etfidea, LLC1,937$408.4K
Family Asset Management, LLC1,898$400.2K
Planning Capital Management Corp1,846$389.3K
Raymond James Trust Co. of NH1,627$343.1K
TNF LLC1,495$336.4K
Annapolis Financial Services, LLC1,426$300.8K
Naples Money Management LLC1,400$295.3K
Vima LLC1,300$274.2K
Quaker Wealth Management, LLC1,183$249.4K
Boston Mountain Money Management Inc1,133$238.9K
Halpern Financial, Inc.1,100$228.0K
Lesa Sroufe & Co1,061$224.0K
Kure Advisory, LLC968$204.1K
WFA of San Diego, LLC917$193.4K
BBJS Financial Advisors, LLC265$55.9K
VitalStone Financial, LLC256$53.9K
Peterson Financial Group, Inc.215$45.4K
ClariVest Asset Management LLC86$17.3K
Abich Financial Wealth Management LLC39$8.22K