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; 5,157 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
- 4,680
- +541 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
- 624
- 1,714 more added
- Sold out
- 83
- 1,943 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gimbal Financial | 2,222 | $532.7K | 0.44% | +22+1.0% | Added |
| BlueChip Wealth Advisors LLC | 2,225 | $533.5K | 0.30% | +163+7.9% | Added |
| Axis Wealth Partners, LLC | 2,228 | $534.2K | 0.45% | +2,228 | New |
| Greenfield Seitz Capital Management, LLC | 2,231 | $534.8K | 0.20% | −30−1.3% | Reduced |
| Granite FO LLC | 2,238 | $536.5K | 0.31% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 2,253 | $540.0K | 0.12% | −27−1.2% | Reduced |
| Amica Retiree Medical Trust | 2,257 | $541.0K | 0.51% | −197−8.0% | Reduced |
| Drum Hill Capital, LLC | 2,262 | $542.2K | 0.67% | +2,262 | New |
| OLIO Financial Planning | 2,274 | $545.1K | 0.19% | +2,274 | New |
| Bernardo Wealth Planning LLC | 2,276 | $546.1K | 0.13% | +26+1.2% | Added |
| Mascoma Wealth Management LLC | 2,280 | $546.5K | 0.14% | +157+7.4% | Added |
| Lansing Street Advisors | 2,282 | $546.9K | 0.19% | +86+3.9% | Added |
| Strategic Financial Concepts, LLC | 2,286 | $548.0K | 0.11% | +1,248+120.2% | Added |
| Roble, Belko & Company, Inc | 2,286 | $548.0K | 0.09% | +500+28.0% | Added |
| Family Investment Center, Inc. | 2,287 | $548.2K | 0.14% | −133−5.5% | Reduced |
| Hollow Brook Wealth Management LLC | 2,288 | $548.5K | 0.17% | −7,444−76.5% | Reduced |
| Goepper Burkhardt LLC | 2,292 | $549.4K | 0.22% | −151−6.2% | Reduced |
| City National Bank of Florida | 2,296 | $550.4K | 0.50% | +2,296 | New |
| Signature Wealth Management Group | 2,299 | $551.1K | 0.22% | +415+22.0% | Added |
| LongView Asset Management LLC | 2,302 | $551.8K | 0.48% | +2,302 | New |
| Saturna Capital CORP | 2,303 | $552.1K | 0.01% | +695+43.2% | Added |
| Brown Wealth Management, LLC | 2,305 | $552.5K | 0.20% | −223−8.8% | Reduced |
| Marotta Asset Management | 2,305 | $553.2K | 0.12% | −274−10.6% | Reduced |
| Knuff & Co LLC | 2,315 | $554.9K | 0.17% | +113+5.1% | Added |
| Tamar Securities, LLC | 2,321 | $556.4K | 0.08% | −20−0.9% | Reduced |
| Vertex Planning Partners, LLC | 2,326 | $557.6K | 0.12% | +46+2.0% | Added |
| Sovereign Investment Advisors, LLC | 2,328 | $558.0K | 0.17% | +2,328 | New |
| jvl associates llc | 2,334 | $559.5K | 0.21% | +308+15.2% | Added |
| S&T Bank | 2,336 | $560.0K | 0.18% | +61+2.7% | Added |
| Western Financial Corp | 2,337 | $560.2K | 0.31% | +348+17.5% | Added |
| Financial Enhancement Group LLC | 2,297 | $561.0K | 0.09% | +2,297 | New |
| Wilson & Boucher Capital Management, LLC | 2,341 | $561.1K | 0.40% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,343 | $561.6K | 0.04% | −115−4.7% | Reduced |
| Planned Solutions, Inc. | 2,343 | $561.6K | 0.23% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,354 | $563.4K | 0.22% | −20−0.8% | Reduced |
| Capital Planning LLC | 2,357 | $565.0K | 0.15% | +276+13.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,360 | $565.7K | 0.24% | +236+11.1% | Added |
| Moody Aldrich Partners LLC | 2,360 | $565.7K | 0.10% | −281−10.6% | Reduced |
| Triton Wealth Management, PLLC | 2,314 | $570.8K | 0.29% | +249+12.1% | Added |
| Wedgewood Investors Inc | 2,388 | $572.4K | 0.67% | −72−2.9% | Reduced |
| Trust Co of Oklahoma | 2,389 | $572.7K | 0.18% | +108+4.7% | Added |
| Navis Wealth Advisors, LLC | 2,396 | $574.3K | 0.63% | −98−3.9% | Reduced |
| Clay Northam Wealth Management, LLC | 2,397 | $574.6K | 0.37% | +140+6.2% | Added |
| Brightwater Advisory LLC | 2,400 | $575.3K | 0.45% | −76−3.1% | Reduced |
| Founders Grove Wealth Partners, LLC | 2,402 | $575.8K | 0.17% | +2,402 | New |
| Balentine LLC | 2,405 | $576.5K | 0.02% | −2,729−53.2% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,375 | $577.0K | 0.23% | +216+10.0% | Added |
| SNS Financial Group, LLC | 2,408 | $577.2K | 0.06% | +8+0.3% | Added |
| Coco Enterprises, LLC | 2,396 | $577.3K | 0.35% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,409 | $577.5K | 0.02% | +95+4.1% | Added |
| CGC Financial Services, LLC | 2,410 | $577.6K | 0.23% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,415 | $578.8K | 0.28% | +10.0% | Added |
| Isthmus Partners, LLC | 2,417 | $579.4K | 0.07% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,421 | $580.2K | 0.23% | −47−1.9% | Reduced |
| Jacobs & Co | 2,424 | $581.0K | 0.06% | 00.0% | Unchanged |
| Rockbridge Capital Management LLC | 2,424 | $581.1K | 0.33% | +2,424 | New |
| Selective Wealth Management, Inc. | 2,349 | $581.3K | 0.24% | +2+0.1% | Added |
| Flywheel Private Wealth LLC | 2,427 | $581.8K | 0.53% | +2,427 | New |
| Jackson Creek Investment Advisors LLC | 2,429 | $582.0K | 0.18% | +10.0% | Added |
| Northstar Advisory Group, LLC | 2,429 | $582.3K | 0.30% | +9+0.4% | Added |
| Pin Oak Investment Advisors Inc | 2,764 | $583.0K | 0.53% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 2,434 | $583.0K | 0.02% | −93−3.7% | Reduced |
| Palacios Wealth Management, LLC | 2,332 | $583.1K | 0.63% | +2,332 | New |
| Plum Street Advisors, LLC | 2,433 | $583.2K | 0.29% | +186+8.3% | Added |
| Reston Wealth Management LLC | 2,433 | $583.3K | 0.22% | −1,390−36.4% | Reduced |
| Claris Advisors, LLC | 2,440 | $584.9K | 0.22% | +1,400+134.6% | Added |
| Murphy Pohlad Asset Management LLC | 2,440 | $584.9K | 0.25% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 2,450 | $587.3K | 0.67% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,453 | $588.0K | 0.36% | +53+2.2% | Added |
| Corundum Trust Company, INC | 2,457 | $589.0K | 1.77% | −55−2.2% | Reduced |
| Cowa, LLC | 2,461 | $589.9K | 0.27% | −68−2.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 2,179 | $590.5K | 0.38% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,465 | $590.8K | 0.05% | −15−0.6% | Reduced |
| Client 1st Advisory Group, LLC | 2,472 | $592.6K | 0.23% | +190+8.3% | Added |
| Nicholson Wealth Management Group, LLC | 2,476 | $593.5K | 0.40% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 2,484 | $595.4K | 0.45% | +2,484 | New |
| Financial Security Advisor, Inc. | 2,487 | $596.1K | 0.15% | −367−12.9% | Reduced |
| Arnhold LLC | 2,492 | $597.4K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 2,494 | $597.8K | 0.75% | −1,524−37.9% | Reduced |
| Hamilton Capital, LLC | 2,494 | $597.8K | 0.05% | +52+2.1% | Added |
| Wallace Capital Management Inc. | 2,495 | $598.2K | 0.08% | +262+11.7% | Added |
| Broadway Wealth Solutions, Inc. | 2,496 | $598.4K | 0.45% | +2,496 | New |
| Clear Street Markets LLC | 2,500 | $599.3K | 0.22% | +200+8.7% | Added |
| Unigestion Holding SA | 2,500 | $599.3K | 0.03% | +2,500 | New |
| Tacita Capital Inc | 2,507 | $601.0K | 0.43% | +175+7.5% | Added |
| 4WEALTH Advisors, Inc. | 2,514 | $602.6K | 0.62% | +2,514 | New |
| Accredited Investor Services, LLC | 2,522 | $604.5K | 0.48% | +2,522 | New |
| America First Investment Advisors, LLC | 2,529 | $606.2K | 0.13% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 2,531 | $606.8K | 0.25% | +38+1.5% | Added |
| Israel Discount Bank of New York | 2,535 | $607.7K | 0.44% | −72−2.8% | Reduced |
| Reyes Financial Architecture, Inc. | 2,538 | $608.3K | 0.48% | +2,538 | New |
| Dupree Financial Group, LLC | 2,539 | $608.6K | 0.28% | +136+5.7% | Added |
| Pitti Group Wealth Management, LLC | 2,541 | $609.0K | 0.62% | −296−10.4% | Reduced |
| Breakthru Advisory Services, LLC | 2,545 | $610.1K | 0.55% | +2,545 | New |
| Asset Planning,Inc | 2,550 | $611.3K | 0.47% | +2,550 | New |
| Fortress Financial Group, LLC | 2,552 | $611.8K | 0.61% | +2,552 | New |
| Silverlake Wealth Management LLC | 2,554 | $612.3K | 0.24% | −647−20.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,557 | $613.0K | 0.27% | +577+29.1% | Added |
| Pine Harbor Wealth Management, LLC | 2,560 | $613.8K | 0.25% | +7+0.3% | Added |
| Godsey & Gibb Associates | 2,569 | $615.8K | 0.06% | −170−6.2% | Reduced |