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 |
|---|---|---|---|---|---|
| New Insight Wealth Advisors | 2,575 | $617.3K | 0.31% | −26−1.0% | Reduced |
| ICW Investment Advisors LLC | 2,576 | $617.6K | 0.26% | +2+0.1% | Added |
| Penn Davis McFarland Inc | 2,580 | $618.5K | 0.07% | +207+8.7% | Added |
| Puff Wealth Management, LLC | 2,581 | $618.8K | 1.08% | +2,581 | New |
| Beckerman Institutional, LLC | 2,584 | $619.0K | 0.50% | +1,412+120.5% | Added |
| Riversedge Advisors, LLC | 2,585 | $619.8K | 0.14% | +183+7.6% | Added |
| Presidio Capital Management, LLC | 2,592 | $621.4K | 0.33% | +161+6.6% | Added |
| Blue Bell Private Wealth Management, LLC | 2,594 | $621.8K | 0.12% | +38+1.5% | Added |
| Jackson Thornton Asset Management, LLC | 2,594 | $621.8K | 0.08% | +712+37.8% | Added |
| Warther Private Wealth, LLC | 2,599 | $622.9K | 0.21% | −1,411−35.2% | Reduced |
| Cyr Financial Inc. | 2,601 | $623.5K | 0.57% | +2,601 | New |
| Centerline Wealth Advisors, LLC | 2,613 | $623.5K | 0.37% | +2,613 | New |
| Financial Insights, Inc. | 2,603 | $624.0K | 0.23% | −3,837−59.6% | Reduced |
| Horst & Graben Wealth Management LLC | 2,608 | $625.1K | 0.11% | −118−4.3% | Reduced |
| MBE Wealth Management, LLC | 2,611 | $625.9K | 0.35% | +133+5.4% | Added |
| Francis Financial, Inc. | 3,714 | $626.1K | 0.16% | +1,168+45.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,612 | $626.1K | 0.09% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,619 | $627.8K | 0.08% | +20+0.8% | Added |
| Tarbox Family Office, Inc. | 2,626 | $629.5K | 0.10% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2,630 | $630.4K | 0.21% | +173+7.0% | Added |
| Cahaba Wealth Management, Inc. | 2,631 | $630.7K | 0.05% | +2+0.1% | Added |
| Schoolcraft Capital LLC | 2,636 | $631.9K | 0.13% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2,640 | $632.8K | 0.14% | +1,448+121.5% | Added |
| BIT Capital GmbH | 2,642 | $633.3K | 0.06% | −3,051−53.6% | Reduced |
| Lynx Investment Advisory | 2,646 | $634.3K | 0.43% | +130+5.2% | Added |
| Hidden Cove Wealth Management, LLC | 2,646 | $634.3K | 0.51% | +2,646 | New |
| Panoramic Capital Partners, LLC | 2,647 | $634.5K | 0.56% | +2,647 | New |
| Silver Coast Investments LLC | 2,660 | $637.6K | 0.24% | −121−4.4% | Reduced |
| Heritage Financial Services, LLC | 2,663 | $638.3K | 0.08% | +134+5.3% | Added |
| Prospect Financial Group LLC | 2,666 | $639.1K | 0.79% | +2,666 | New |
| Vanguard Capital Wealth Advisors | 2,671 | $640.4K | 0.70% | +3+0.1% | Added |
| Clune & Associates, Ltd. | 2,673 | $640.7K | 0.21% | +2,673 | New |
| SFG Wealth Management, LLC. | 2,675 | $641.3K | 0.34% | −107−3.8% | Reduced |
| Avenue 1 Advisors, LLC | 2,676 | $641.4K | 0.25% | −6−0.2% | Reduced |
| Madden Securities Corp | 2,677 | $641.7K | 0.26% | −172−6.0% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $641.7K | 0.24% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,682 | $642.9K | 0.16% | −1,734−39.3% | Reduced |
| Cascade Financial Partners, LLC | 2,708 | $649.1K | 0.08% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,708 | $649.1K | 0.21% | −91−3.3% | Reduced |
| Operose Advisors LLC | 2,714 | $650.6K | 0.22% | −975−26.4% | Reduced |
| Lathrop Investment Management Corp | 2,720 | $652.0K | 0.12% | +7+0.3% | Added |
| Ipsen Advisor Group LLC | 2,731 | $654.7K | 0.56% | +2,731 | New |
| Reik & Co., LLC | 2,732 | $654.9K | 0.16% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 2,741 | $657.0K | 0.58% | +2,741 | New |
| Melfa Wealth Management, LLC | 2,741 | $657.1K | 0.44% | +258+10.4% | Added |
| Davies Financial Advisors, Inc. | 2,744 | $657.6K | 0.56% | −442−13.9% | Reduced |
| Bender Robert & Associates | 2,754 | $660.2K | 0.16% | −94−3.3% | Reduced |
| Basepoint Wealth LLC | 2,759 | $661.4K | 0.53% | −177−6.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,760 | $661.6K | 0.22% | +330+13.6% | Added |
| Horizon Bancorp Inc | 2,761 | $662.0K | 0.31% | +49+1.8% | Added |
| Cable Hill Partners, LLC | 2,763 | $662.3K | 0.07% | −477−14.7% | Reduced |
| Victory Financial Group, LLC | 2,764 | $662.6K | 0.17% | +2,764 | New |
| Firethorn Wealth Partners, LLC | 2,766 | $663.0K | 0.33% | +31+1.1% | Added |
| TAGStone Capital, Inc. | 2,772 | $664.0K | 0.33% | +123+4.6% | Added |
| Tassel Capital Management, Inc. | 2,785 | $667.6K | 0.59% | +2,785 | New |
| Westwood Wealth Management | 2,787 | $668.1K | 0.24% | −16−0.6% | Reduced |
| Abacus Wealth Partners, LLC | 2,798 | $670.7K | 0.10% | −80−2.8% | Reduced |
| Integrity Financial Corp | 2,798 | $670.7K | 0.39% | −458−14.1% | Reduced |
| Apeiron RIA LLC | 2,798 | $670.8K | 0.19% | +173+6.6% | Added |
| Parkside Investments, LLC | 2,799 | $670.9K | 0.10% | +261+10.3% | Added |
| Summitry LLC | 2,799 | $670.9K | 0.03% | −717−20.4% | Reduced |
| First Affirmative Financial Network | 2,801 | $671.4K | 0.39% | −3,586−56.1% | Reduced |
| Paladin Advisory Group, LLC | 2,802 | $671.7K | 0.51% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 2,804 | $672.1K | 0.23% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 2,840 | $676.0K | 1.40% | +2,840 | New |
| Alpha Advisors, LLC | 2,832 | $678.9K | 0.70% | +2,832 | New |
| Obsidian Personal Planning Solutions LLC | 2,540 | $678.9K | 0.33% | −42−1.6% | Reduced |
| WMG Financial Advisors, LLC | 2,834 | $679.4K | 0.29% | +146+5.4% | Added |
| Wela Strategies, Inc. | 1,398 | $679.5K | 0.42% | +1,398 | New |
| FDx Advisors, Inc. | 2,847 | $682.0K | 0.20% | −504−15.0% | Reduced |
| Waller Financial Planning Group, Inc | 2,853 | $683.9K | 0.17% | −46−1.6% | Reduced |
| Morningstar Investment Management LLC | 2,852 | $684.0K | 0.05% | −7,017−71.1% | Reduced |
| Tucker Asset Management LLC | 2,854 | $684.1K | 0.07% | −382−11.8% | Reduced |
| Opus Capital Group, LLC | 2,858 | $685.0K | 0.09% | −544−16.0% | Reduced |
| Lord & Richards Wealth Management, LLC | 2,858 | $685.1K | 1.45% | +2,858 | New |
| Bruce G. Allen Investments, LLC | 2,862 | $686.0K | 0.56% | −18−0.6% | Reduced |
| Reuter James Wealth Management, LLC | 2,863 | $686.3K | 0.13% | −485−14.5% | Reduced |
| Alpha Financial Partners, LLC | 2,863 | $686.4K | 0.54% | −466−14.0% | Reduced |
| Hanlon Investment Management, Inc. | 2,865 | $686.8K | 0.19% | +133+4.9% | Added |
| Charter Research & Investment Group, Inc. | 2,866 | $687.1K | 0.52% | −110−3.7% | Reduced |
| Robinson Smith Wealth Advisors LLC | 2,868 | $687.5K | 0.58% | −148−4.9% | Reduced |
| Aletheian Wealth Advisors LLC | 2,869 | $687.7K | 0.41% | +172+6.4% | Added |
| Coign Capital Advisors LLC | 2,869 | $687.7K | 0.63% | +2,869 | New |
| Salomon & Ludwin, LLC | 2,871 | $688.2K | 0.07% | −677−19.1% | Reduced |
| Braun-Bostich & Associates Inc. | 2,871 | $688.2K | 0.50% | −659−18.7% | Reduced |
| Leigh Baldwin & Co., LLC | 2,877 | $689.7K | 0.58% | +2,877 | New |
| Index Fund Advisors, Inc. | 2,879 | $690.1K | 0.04% | +96+3.4% | Added |
| Global Strategic Investment Solutions, LLC | 2,881 | $690.6K | 0.08% | +302+11.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,881 | $690.7K | 0.39% | +44+1.6% | Added |
| Hamilton Capital Partners, LLC | 2,881 | $690.7K | 0.44% | +2,881 | New |
| Arbor Investment Advisors, LLC | 2,888 | $692.2K | 0.10% | −32−1.1% | Reduced |
| Vance Wealth, Inc. | 2,892 | $693.2K | 0.27% | +251+9.5% | Added |
| Laidlaw Wealth Management LLC | 2,893 | $693.5K | 0.30% | −136−4.5% | Reduced |
| CapWealth Advisors, LLC | 2,893 | $693.5K | 0.08% | +24+0.8% | Added |
| Successful Portfolios LLC | 2,893 | $693.5K | 0.46% | −36−1.2% | Reduced |
| Intelligence Driven Advisers, LLC | 2,896 | $694.3K | 0.13% | +63+2.2% | Added |
| Islay Capital Management, LLC | 2,898 | $694.7K | 0.48% | +58+2.0% | Added |
| Safe Harbor Fiduciary, LLC | 2,901 | $695.4K | 0.71% | −53−1.8% | Reduced |
| Integris Wealth Management, LLC | 2,905 | $696.5K | 0.20% | +230+8.6% | Added |
| Financial Freedom, LLC | 2,909 | $697.4K | 0.37% | +6+0.2% | Added |