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
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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Dock Street Asset Management Inc | 2,911 | $697.8K | 0.08% | 00.0% | Unchanged |
| Claret Asset Management Corp | 2,911 | $698.0K | 0.11% | −174−5.6% | Reduced |
| Ring Mountain Capital, LLC | 2,912 | $698.0K | 0.47% | +2,912 | New |
| Heck Capital Advisors, LLC | 2,924 | $700.9K | 0.08% | −7−0.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,927 | $701.6K | 0.07% | +313+12.0% | Added |
| Rossby Financial, LCC | 2,931 | $702.6K | 0.45% | +2,931 | New |
| Ariston Services Group | 2,936 | $703.8K | 0.61% | −314−9.7% | Reduced |
| Mayport, LLC | 2,941 | $705.0K | 0.21% | −54−1.8% | Reduced |
| Guidance Capital, Inc | 2,670 | $707.1K | 0.22% | −4,587−63.2% | Reduced |
| Strid Group, LLC | 2,951 | $707.3K | 0.11% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,914 | $708.5K | 0.10% | 00.0% | Unchanged |
| My Personal CFO, LLC | 2,956 | $708.5K | 0.36% | 00.0% | Unchanged |
| Code Waechter LLC | 2,960 | $709.5K | 0.62% | −66−2.2% | Reduced |
| Perritt Capital Management Inc | 2,963 | $710.3K | 0.37% | −182−5.8% | Reduced |
| CLG LLC | 2,966 | $710.9K | 0.25% | +2,966 | New |
| One Day In July LLC | 2,966 | $711.0K | 0.07% | −884−23.0% | Reduced |
| Hughes Financial Services, LLC | 2,967 | $711.2K | 0.15% | +2,967 | New |
| DecisionMap Wealth Management, LLC | 2,971 | $712.2K | 0.56% | +2,971 | New |
| Root Financial Partners, LLC | 2,977 | $713.6K | 0.09% | +1,484+99.4% | Added |
| Cherrydale Wealth Management, LLC | 2,978 | $713.8K | 0.28% | +317+11.9% | Added |
| Coordinated Financial Services, Inc. | 2,978 | $713.9K | 0.56% | +2,978 | New |
| Elios Financial Group Inc. | 2,982 | $714.8K | 0.34% | −109−3.5% | Reduced |
| Peninsula Wealth, LLC | 2,983 | $715.0K | 0.12% | +172+6.1% | Added |
| Clarity Capital Partners LLC | 2,983 | $715.1K | 0.37% | +10+0.3% | Added |
| Wealthedge Investment Advisors, LLC | 2,992 | $717.2K | 0.32% | +2,992 | New |
| Safeguard Investment Advisory Group, LLC | 2,991 | $717.2K | 0.20% | +119+4.1% | Added |
| Capital Performance Advisors LLP | 2,997 | $718.5K | 0.23% | +399+15.4% | Added |
| Compass Capital Corp | 2,947 | $718.6K | 0.28% | +2,947 | New |
| Centricity Wealth Management, LLC | 2,998 | $718.7K | 0.67% | +2,998 | New |
| Beacon Capital Management, LLC | 2,998 | $718.7K | 0.09% | +74+2.5% | Added |
| Altshuler Shaham Ltd | 3,000 | $719.1K | 0.02% | 00.0% | Unchanged |
| Karani Asset Management LLC | 3,000 | $719.1K | 0.67% | +3,000 | New |
| Lane & Associates LLC | 2,691 | $719.2K | 0.37% | −284−9.5% | Reduced |
| SilverOak Wealth Management LLC | 3,002 | $719.5K | 0.15% | +15+0.5% | Added |
| Dakota Community Bank & Trust NA | 3,002 | $719.6K | 3.42% | −64−2.1% | Reduced |
| MKT Advisors LLC | 2,778 | $720.0K | 0.31% | +19+0.7% | Added |
| Thoma Capital Management LLC | 3,010 | $721.5K | 0.49% | +3,010 | New |
| New Jersey Better Educational Savings Trust | 3,017 | $723.2K | 1.39% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 3,020 | $724.0K | 1.31% | +3,020 | New |
| Amussen Hunsaker Associates LLC | 3,021 | $724.4K | 0.10% | −83−2.7% | Reduced |
| Youngs Advisory Group, Inc. | 3,037 | $728.0K | 0.31% | +89+3.0% | Added |
| Investmark Advisory Group LLC | 3,045 | $730.1K | 0.36% | −1,055−25.7% | Reduced |
| AMJ Financial Wealth Management | 3,046 | $730.2K | 0.20% | −244−7.4% | Reduced |
| Absolute Capital Management, LLC | 3,052 | $731.6K | 0.40% | −2−0.1% | Reduced |
| First Pacific Financial | 3,052 | $731.6K | 0.17% | +1,011+49.5% | Added |
| Fiduciary Financial Group, LLC | 3,051 | $731.8K | 0.16% | −7−0.2% | Reduced |
| Cooper/Haims Advisors, LLC | 3,056 | $732.4K | 0.42% | +10.0% | Added |
| Pullen Investment Management, LLC | 3,057 | $732.8K | 0.48% | +144+4.9% | Added |
| Uniting Wealth Partners, LLC | 3,057 | $732.8K | 0.35% | +3,057 | New |
| Market Street Wealth Management Advisors LLC | 3,061 | $733.8K | 0.12% | +104+3.5% | Added |
| Cassady Schiller Wealth Management, LLC | 3,067 | $735.2K | 0.27% | +191+6.6% | Added |
| Future Financial Wealth Managment LLC | 3,067 | $735.3K | 0.54% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 3,069 | $735.7K | 0.13% | 00.0% | Unchanged |
| Capital CS Group, LLC | 3,075 | $737.1K | 0.98% | +3,075 | New |
| Silver Lake Advisory, LLC | 3,084 | $739.3K | 0.33% | +15+0.5% | Added |
| Nottingham Advisors, Inc. | 3,085 | $739.5K | 0.09% | −501−14.0% | Reduced |
| Paragon Capital Management Ltd | 3,086 | $739.8K | 0.15% | −584−15.9% | Reduced |
| VSM Wealth Advisory, LLC | 3,087 | $740.0K | 0.26% | +3,087 | New |
| KFG Wealth Management, LLC | 3,089 | $740.5K | 0.14% | +287+10.2% | Added |
| Broyhill Asset Management | 3,094 | $741.7K | 0.65% | +3,094 | New |
| J. L. Bainbridge & Co., Inc. | 3,096 | $742.2K | 0.07% | +44+1.4% | Added |
| Atala Financial Inc | 3,097 | $742.4K | 0.52% | +3,097 | New |
| Wealth Advisors of Iowa, LLC | 3,099 | $742.8K | 0.37% | +231+8.1% | Added |
| Northstar Financial Companies, Inc. | 3,099 | $743.0K | 0.70% | +3,099 | New |
| HC Advisors, LLC | 3,102 | $743.8K | 0.60% | +522+20.2% | Added |
| Warwick Investment Management, Inc. | 3,103 | $743.9K | 0.15% | −31−1.0% | Reduced |
| Financial Advisory Corp | 3,108 | $745.0K | 0.27% | +18+0.6% | Added |
| Clayton Financial Group LLC | 3,109 | $745.3K | 0.27% | +155+5.2% | Added |
| Meridian Financial, LLC | 3,110 | $745.6K | 0.51% | −575−15.6% | Reduced |
| Cohen & Steers, Inc. | 3,115 | $747.0K | 0.00% | +158+5.3% | Added |
| SP Asset Management LLC | 3,117 | $747.2K | 0.06% | +11+0.4% | Added |
| Lakewood Asset Management LLC | 3,118 | $747.5K | 0.51% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 3,121 | $748.1K | 0.54% | −10−0.3% | Reduced |
| Ackerman Capital Advisors, LLC | 3,127 | $749.6K | 0.20% | 00.0% | Unchanged |
| Wealthgarden F.S. LLC | 3,131 | $750.5K | 0.70% | +9+0.3% | Added |
| Burkett Financial Services, LLC | 3,132 | $750.7K | 0.31% | −321−9.3% | Reduced |
| Opal Wealth Advisors, LLC | 3,138 | $752.2K | 0.23% | +10.0% | Added |
| Shikiar Asset Management Inc | 3,141 | $753.0K | 0.20% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 3,142 | $753.1K | 0.58% | −36−1.1% | Reduced |
| Old North State Wealth Management, LLC | 3,137 | $753.7K | 0.42% | +457+17.1% | Added |
| Holcombe Financial, Inc. | 3,147 | $754.4K | 0.62% | +3,147 | New |
| Encompass More Asset Management | 3,149 | $754.9K | 0.25% | +170+5.7% | Added |
| Permanent Capital Management, LP | 3,151 | $755.3K | 0.23% | +3,151 | New |
| Payne Capital Management, LLC | 3,156 | $756.5K | 0.33% | +3,156 | New |
| Arbor Wealth Advisors LLC | 3,161 | $757.7K | 0.68% | +48+1.5% | Added |
| BCS Wealth Management | 3,168 | $759.0K | 0.19% | +62+2.0% | Added |
| Cherry Tree Wealth Management, LLC | 3,169 | $759.6K | 0.19% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 3,170 | $760.0K | 0.06% | −199−5.9% | Reduced |
| AXS Investments LLC | 3,173 | $760.6K | 0.21% | −283−8.2% | Reduced |
| Compass Ion Advisors, LLC | 3,180 | $762.2K | 0.09% | +88+2.8% | Added |
| Archetype Wealth Partners | 3,182 | $763.0K | 0.11% | −949−23.0% | Reduced |
| WestHill Financial Advisors, Inc. | 3,184 | $763.2K | 0.17% | +2+0.1% | Added |
| J2 Capital Management Inc | 3,189 | $764.4K | 0.72% | +3,189 | New |
| Insight 2811, Inc. | 3,196 | $766.1K | 0.39% | +10+0.3% | Added |
| Harrington Investments, INC | 3,203 | $767.8K | 0.42% | +401+14.3% | Added |
| Arkansas Financial Group, Inc. | 3,207 | $768.8K | 0.12% | −174−5.1% | Reduced |
| Wolff Financial Management LLC | 3,209 | $769.0K | 0.21% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 3,211 | $769.7K | 0.11% | +16+0.5% | Added |
| D.B. Root & Company, LLC | 3,221 | $772.3K | 0.25% | +182+6.0% | Added |
| Concorde Asset Management, LLC | 3,222 | $772.4K | 0.40% | +63+2.0% | Added |