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 |
|---|---|---|---|---|---|
| Unionview, LLC | 3,224 | $772.8K | 0.57% | +2+0.1% | Added |
| Weaver Consulting Group | 3,225 | $773.1K | 0.24% | −9−0.3% | Reduced |
| Lockerman Financial Group, Inc. | 3,245 | $777.9K | 1.32% | −50−1.5% | Reduced |
| Mattern Capital Management, LLC | 3,250 | $779.1K | 0.10% | −263−7.5% | Reduced |
| Visionary Horizons, LLC | 3,254 | $780.2K | 0.51% | +213+7.0% | Added |
| Rise Advisors, LLC | 3,256 | $780.4K | 0.38% | +73+2.3% | Added |
| Walkner Condon Financial Advisors LLC | 3,261 | $781.7K | 0.16% | −376−10.3% | Reduced |
| Creekside Partners | 3,263 | $782.2K | 0.41% | 00.0% | Unchanged |
| Single Point Partners, LLC | 3,266 | $783.0K | 0.18% | −345−9.6% | Reduced |
| Intergy Private Wealth, LLC | 3,268 | $783.4K | 0.29% | +120+3.8% | Added |
| Whelan Financial | 3,276 | $785.4K | 0.31% | +7+0.2% | Added |
| Acorn Creek Capital LLC | 3,278 | $785.7K | 0.40% | −9−0.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,280 | $786.2K | 0.18% | +585+21.7% | Added |
| Global Assets Advisory, LLC | 3,277 | $786.4K | 0.43% | −560−14.6% | Reduced |
| Ehrlich Financial Group | 3,286 | $787.8K | 0.56% | −43−1.3% | Reduced |
| Farringdon Capital, Ltd. | 3,292 | $789.1K | 0.33% | +3,292 | New |
| Strive Asset Management, LLC | 3,292 | $789.1K | 0.59% | +3,292 | New |
| Pasadena Private Wealth, LLC | 3,292 | $789.1K | 0.16% | −1,798−35.3% | Reduced |
| Willow Creek Wealth Management Inc. | 3,295 | $790.0K | 0.08% | −33−1.0% | Reduced |
| ZRC Wealth Management, LLC | 3,300 | $791.1K | 0.33% | +20+0.6% | Added |
| Diametric Capital, LP | 3,304 | $792.0K | 0.53% | −2,020−37.9% | Reduced |
| EdgeRock Capital LLC | 3,306 | $792.5K | 0.52% | +327+11.0% | Added |
| Abound Wealth Management | 3,309 | $793.2K | 0.25% | +33+1.0% | Added |
| Accredited Wealth Management, LLC | 3,315 | $794.6K | 0.70% | +3,315 | New |
| HTG Investment Advisors, Inc. | 3,323 | $796.6K | 0.36% | −88−2.6% | Reduced |
| First Community Trust NA | 3,327 | $797.5K | 0.57% | +176+5.6% | Added |
| Smith Anglin Financial, LLC | 3,333 | $798.9K | 0.07% | +2+0.1% | Added |
| Motive Wealth Advisors | 3,335 | $799.4K | 0.43% | +266+8.7% | Added |
| Aua Capital Management, LLC | 3,341 | $800.9K | 0.51% | −1,557−31.8% | Reduced |
| Forefront Analytics, LLC | 3,345 | $801.8K | 0.37% | +64+2.0% | Added |
| Vigilare Wealth Management | 3,349 | $802.9K | 0.33% | −85−2.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,348 | $802.9K | 0.32% | +394+13.3% | Added |
| Pacific Center for Financial Services | 3,351 | $803.4K | 0.21% | +2+0.1% | Added |
| Great Diamond Partners, LLC | 3,355 | $804.2K | 0.21% | +142+4.4% | Added |
| Postrock Partners LLC | 3,362 | $805.9K | 0.39% | +3,362 | New |
| Wealthcare Capital Partners, LLC | 3,366 | $806.8K | 0.42% | +3,366 | New |
| Altus Wealth Management, LLC | 3,367 | $807.2K | 0.36% | +55+1.7% | Added |
| Capital Advantage, Inc. | 3,368 | $807.3K | 0.15% | +3,368 | New |
| Laraway Financial Inc | 3,373 | $808.5K | 0.64% | 00.0% | Unchanged |
| IronOak Wealth LLC. | 3,380 | $810.2K | 0.91% | +3,380 | New |
| Bank & Trust Co | 3,381 | $810.5K | 0.68% | −10−0.3% | Reduced |
| Merriman Wealth Management, LLC | 3,382 | $810.7K | 0.03% | +481+16.6% | Added |
| Meridian Wealth Partners, LLC | 3,382 | $810.8K | 0.12% | −458−11.9% | Reduced |
| Outlook Wealth Advisors, LLC | 3,385 | $811.5K | 0.23% | +134+4.1% | Added |
| Vista Capital Partners, Inc. | 3,406 | $816.5K | 0.09% | +205+6.4% | Added |
| Invenio Wealth Partners LLC | 3,419 | $819.6K | 0.34% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 3,425 | $821.0K | 0.34% | +45+1.3% | Added |
| TCM Advisors, LLC | – | $821.7K | 0.73% | – | – |
| Henrickson Nauta Wealth Advisors, Inc. | 3,436 | $823.8K | 0.33% | 00.0% | Unchanged |
| Moller Financial Services | 3,437 | $823.9K | 0.22% | −2,139−38.4% | Reduced |
| Illumine Investment Management, LLC | 3,441 | $824.8K | 0.68% | +3,441 | New |
| RBA Wealth Management, LLC | 3,445 | $825.8K | 0.31% | −141−3.9% | Reduced |
| Cascade Investment Advisors, Inc. | 3,458 | $829.0K | 0.53% | −20−0.6% | Reduced |
| Persium Advisors, LLC | 3,466 | $830.8K | 0.82% | +3,466 | New |
| North Forty Two & Co. | 3,478 | $833.7K | 0.96% | +3,478 | New |
| BankPlus Wealth Management LLC | 3,488 | $836.2K | 0.62% | +3,488 | New |
| WJ Interests, LLC | 3,498 | $838.5K | 0.40% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,500 | $839.0K | 0.26% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3,505 | $840.2K | 0.47% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 3,516 | $842.8K | 0.04% | −193−5.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,520 | $843.8K | 0.23% | +2+0.1% | Added |
| IVC Wealth Advisors LLC | 3,526 | $845.2K | 0.47% | −487−12.1% | Reduced |
| Glass Wealth Management Co LLC | 3,527 | $845.4K | 0.46% | +120+3.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $845.9K | 0.00% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,535 | $847.0K | 0.35% | −186−5.0% | Reduced |
| Better Money Decisions, LLC | 3,535 | $847.4K | 0.59% | +491+16.1% | Added |
| Facet Wealth, Inc. | 3,076 | $848.3K | 0.02% | +56+1.9% | Added |
| Carmel Capital Partners, LLC | 3,546 | $850.0K | 0.34% | +12+0.3% | Added |
| Palo Alto Wealth Advisors, LLC | 3,548 | $850.5K | 0.30% | +1,731+95.3% | Added |
| Legacy Financial Strategies, LLC | 3,545 | $850.7K | 0.18% | +153+4.5% | Added |
| Rede Wealth, LLC | 3,562 | $853.8K | 0.33% | −144−3.9% | Reduced |
| Capital Management Associates, Inc | 3,567 | $855.1K | 0.32% | +5+0.1% | Added |
| Montis Financial, LLC | 3,570 | $855.9K | 0.26% | +716+25.1% | Added |
| Hibernia Wealth Partners, LLC | 3,573 | $856.5K | 0.66% | −2,075−36.7% | Reduced |
| Stonekeep Investments, LLC | 3,573 | $856.6K | 0.64% | −19−0.5% | Reduced |
| Magnolia Capital Management Ltd | 3,575 | $857.0K | 0.68% | 00.0% | Unchanged |
| LongView Wealth Management | 3,578 | $857.8K | 0.26% | +2+0.1% | Added |
| Miller Financial Services LLC | 3,593 | $861.3K | 0.73% | +3,593 | New |
| Sierra Capital LLC | 3,598 | $862.0K | 0.10% | +127+3.7% | Added |
| Millennium Capital Advisors, LLC | 3,596 | $862.0K | 0.59% | −2,320−39.2% | Reduced |
| TCFG Wealth Management, LLC | 3,600 | $863.0K | 0.43% | −134−3.6% | Reduced |
| Joule Financial, LLC | 3,600 | $863.0K | 0.31% | +190+5.6% | Added |
| Fiducient Advisors LLC | 3,606 | $864.4K | 0.11% | +95+2.7% | Added |
| Flagship Wealth Advisors, LLC | 3,612 | $865.8K | 0.51% | +3,612 | New |
| Keb Asset Management, LLC | 3,622 | $868.2K | 0.25% | −1,600−30.6% | Reduced |
| BridgePort Financial Solutions, LLC | 3,363 | $871.1K | 0.39% | +3,363 | New |
| Hoxton Planning & Management, LLC | 3,635 | $871.4K | 0.33% | +6+0.2% | Added |
| TSFG, LLC | 3,636 | $872.0K | 0.18% | −232−6.0% | Reduced |
| NCP Inc. | 3,642 | $872.9K | 0.45% | +10.0% | Added |
| Ssi Investment Management LLC | 3,642 | $873.0K | 0.07% | −5−0.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,649 | $874.7K | 0.21% | +91+2.6% | Added |
| Essex Investment Management Co LLC | 3,650 | $874.9K | 0.16% | −236−6.1% | Reduced |
| 1776 Wealth LLC | 3,652 | $875.5K | 0.40% | +2+0.1% | Added |
| von Borstel & Associates, Inc. | 3,666 | $878.0K | 0.34% | +33+0.9% | Added |
| Semus Wealth Partners LLC | 3,664 | $878.4K | 0.58% | +3+0.1% | Added |
| Bright Futures Wealth Management, LLC. | 3,295 | $878.5K | 0.78% | −343−9.4% | Reduced |
| Santori & Peters | 3,665 | $878.6K | 0.34% | +9+0.2% | Added |
| Next Capital Management LLC | 3,670 | $879.7K | 0.36% | −608−14.2% | Reduced |
| Quantum Private Wealth, LLC | 3,679 | $881.9K | 0.28% | −353−8.8% | Reduced |
| Advance Capital Management, Inc. | 3,682 | $882.5K | 0.04% | −50−1.3% | Reduced |