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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; 5,156 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

13F holders, Q4 2024

Institutional positions in JPMorgan Chase & Co as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
4,679
+540 vs. Q3 2024
Shares held
2.05B
+24.0M (+1.2%) vs. Q3 2024
Total value
$490.0B
+$64.3B (+15.1%) vs. Q3 2024
New holders
623
1,715 more added
Sold out
83
1,942 more reduced

76 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 4,679 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ4 2024: $490.0B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2024.

Institutions holding JPM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
HighMark Wealth Management LLC0$240.00%−25−100.0%Reduced
Campbell Capital Management Inc5$1.20K0.00%+5New
Insight Financial Services11$2.67K0.00%00.0%Unchanged
Financially Speaking Inc15$3.60K0.00%+15New
Caitlin John, LLC16$3.95K0.00%00.0%Unchanged
Sugar Maple Asset Management, LLC17$4.08K0.00%+17New
Family CFO Inc21$5.03K0.00%+21New
Cedar Wealth Management, LLC24$5.75K0.00%−513−95.5%Reduced
Stance Capital LLC24$5.75K0.00%+24New
Kessler Investment Group, LLC26$6.42K0.00%00.0%Unchanged
Investment Management Corp29$6.95K0.01%+29New
FSC Wealth Advisors, LLC31$7.43K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC38$9.11K0.01%00.0%Unchanged
NBC Securities, Inc.41$9.98K0.91%−43,969−99.9%Reduced
Conquis Financial LLC48$11.5K0.01%+48New
Christopher J. Hasenberg, Inc50$12.0K0.00%00.0%Unchanged
Winnow Wealth LLC60$14.2K0.01%+60New
Clal Insurance Enterprises Holdings Ltd64$15.0K0.00%+64New
PayPay Securities Corp64$15.3K0.67%−2−3.0%Reduced
Delos Wealth Advisors, LLC64$15.3K0.01%+34+113.3%Added
JDM Financial Group LLC65$15.6K0.01%00.0%Unchanged
Keystone Financial Group, Inc.74$17.7K0.01%+74New
Innovative Advisory Group, LLC75$18.0K0.02%+75New
Sanctuary Wealth Management, L.L.C.82$19.7K0.01%+62+310.0%Added
FPC Investment Advisory, Inc.75$20.0K0.01%+75New
Advantage Trust Co90$21.6K0.01%00.0%Unchanged
10Elms LLP100$24.0K0.02%+100New
Westend Capital Management, LLC102$24.4K0.01%00.0%Unchanged
Capital & Planning, LLC105$25.2K0.02%+105New
Redwood Park Advisors LLC120$28.8K0.02%+120New
Clarity Asset Management, Inc.123$29.5K0.02%+1+0.8%Added
SWAN Capital LLC125$30.0K0.01%00.0%Unchanged
Breakwater Investment Management127$30.4K0.01%00.0%Unchanged
Financial Connections Group, Inc.130$31.0K0.01%+25+23.8%Added
Morton Brown Family Wealth, LLC134$32.2K0.01%+18+15.5%Added
Clear Investment Research, LLC138$33.3K0.04%00.0%Unchanged
Sellwood Investment Partners LLC140$33.6K0.02%+140New
Carolina Wealth Advisors, LLC149$35.7K0.02%−40−21.2%Reduced
Investment Counsel Co of Nevada156$37.3K0.09%+156New
Strengthening Families & Communities, LLC171$41.0K0.02%+1+0.6%Added
Prudent Man Investment Management, Inc.178$42.7K0.02%+178New
Midwest Capital Advisors, LLC180$43.0K0.03%+180New
New England Capital Financial Advisors LLC181$43.3K0.02%+1+0.6%Added
Lummis Asset Management, LP182$43.6K0.06%−676−78.8%Reduced
Measured Risk Portfolios, Inc.184$44.1K0.05%+184New
Collier Financial188$45.1K0.04%+188New
Richardson Capital Management LLC192$46.0K0.03%00.0%Unchanged
Atlantic Private Wealth, LLC200$47.9K0.04%00.0%Unchanged
Kathleen S. Wright Associates Inc.200$47.9K0.02%00.0%Unchanged
Lowe Wealth Advisors, LLC201$48.2K0.02%+51+34.0%Added
Bare Financial Services, Inc203$48.7K0.02%00.0%Unchanged
Robinswood Financial LLC207$49.7K0.02%00.0%Unchanged
Ulland Investment Advisors, LLC209$50.0K0.03%00.0%Unchanged
Kieckhefer Group LLC210$50.3K0.03%+210New
Horizon Financial Services, LLC212$50.8K0.03%−272−56.2%Reduced
Cedar Mountain Advisors, LLC217$52.1K0.01%−34−13.5%Reduced
Grayhawk Investment Strategies Inc.222$53.2K0.10%00.0%Unchanged
Glass Jacobson Investment Advisors llc222$53.2K0.02%+65+41.4%Added
Bear Mountain Capital, Inc.202$53.7K0.02%00.0%Unchanged
Horizons Wealth Management225$53.9K0.04%−53−19.1%Reduced
Minot DeBlois Advisors LLC225$53.9K0.05%+225New
Tanaka Capital Management Inc232$56.0K0.13%−31−11.8%Reduced
Vermillion & White Wealth Management Group, LLC234$56.1K0.04%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC247$59.2K0.00%+247New
PMV Capital Advisers, LLC250$59.9K0.16%+250New
True Wealth Design, LLC259$62.1K0.02%+25+10.7%Added
Financial Gravity Companies, Inc.265$63.5K0.01%+262+8,733.3%Added
Capital A Wealth Management, LLC267$64.0K0.11%+267New
Endeavor Private Wealth, Inc.276$66.1K0.06%+276New
Tower View Investment Management & Research LLC276$66.2K0.03%+1+0.4%Added
Legacy Investment Solutions, LLC242$66.7K0.04%+30+14.2%Added
Legacy Wealth Managment, LLC242$66.7K0.04%+30+14.2%Added
Veritas Investment Partners (UK) Ltd.280$67.1K0.00%−1,080−79.4%Reduced
E Fund Management (Hong Kong) Co., Ltd.297$71.0K0.06%+297New
Anfield Capital Management, LLC298$71.4K0.03%+43+16.9%Added
Financial Network Wealth Advisors LLC300$71.9K0.13%−525−63.6%Reduced
Montag & Caldwell, LLC300$71.9K0.02%+300New
Ravenstone Capital Management Inc.300$71.9K0.04%+300New
MPWM Advisory Solutions, LLC301$72.2K0.05%+301New
Kings Path Partners LLC311$74.5K0.03%−2,093−87.1%Reduced
Retirement Wealth Solutions LLC313$75.1K0.06%+313New
Quarry LP325$77.9K0.02%+325New
Copia Wealth Management334$80.1K0.08%+334New
Robbins Farley LLC346$82.9K0.04%00.0%Unchanged
FLP Wealth Management, LLC358$85.8K0.22%+358New
Curio Wealth, LLC380$91.1K0.05%+380New
Fairway Wealth LLC394$94.4K0.04%+394New
Marquette Asset Management, LLC400$95.9K0.02%00.0%Unchanged
DiNuzzo Private Wealth, Inc.403$96.6K0.01%+1+0.2%Added
Red Tortoise LLC411$98.5K0.05%00.0%Unchanged
Wood Tarver Financial Group, LLC421$100.0K0.03%+421New
Decker Retirement Planning Inc.418$100.2K0.06%+418New
Parkworth Wealth Management, Inc.424$101.8K0.08%+424New
Miller Wealth Advisors, LLC430$103.1K0.05%00.0%Unchanged
Ridgewood Investments LLC431$103.4K0.05%00.0%Unchanged
Bay Harbor Wealth Management, LLC434$104.1K0.03%−55−11.2%Reduced
Stelac Advisory Services LLC435$104.3K0.04%+435New
Nordwand Advisors, LLC439$105.2K0.04%00.0%Unchanged
Northwest Capital Management Inc459$110.0K0.05%−120−20.7%Reduced
Clark Wealth Partners460$110.3K0.09%+460New