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 |
|---|---|---|---|---|---|
| Prostatis Group LLC | 3,682 | $882.6K | 0.26% | +300+8.9% | Added |
| Per Stirling Capital Management, LLC. | 3,682 | $882.6K | 0.13% | −157−4.1% | Reduced |
| Diversified Portfolios, Inc. | 3,688 | $883.9K | 0.10% | −7−0.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,688 | $884.0K | 0.72% | −5,080−57.9% | Reduced |
| William Mack & Associates, Inc. | 3,689 | $884.3K | 0.93% | +3,689 | New |
| Wallace Advisory Group, LLC | 4,196 | $884.8K | 0.61% | −1,254−23.0% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 3,694 | $885.4K | 0.26% | +217+6.2% | Added |
| Dougherty Wealth Advisers LLC | 3,699 | $886.7K | 0.69% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 3,701 | $887.2K | 0.64% | −113−3.0% | Reduced |
| Atticus Wealth Management, LLC | 3,702 | $887.5K | 0.28% | +106+2.9% | Added |
| KDT Advisors, LLC | 3,712 | $889.8K | 1.31% | +3,712 | New |
| Consilio Wealth Advisors, LLC | 3,715 | $890.5K | 0.36% | +92+2.5% | Added |
| Holland Advisory Services, Inc. | 3,717 | $891.1K | 1.16% | +124+3.5% | Added |
| Griffith & Werner, Inc. | 3,720 | $891.7K | 0.59% | +3,720 | New |
| McCarthy & Cox | 3,734 | $895.1K | 0.31% | −289−7.2% | Reduced |
| Hourglass Capital, LLC | 3,735 | $895.3K | 0.25% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,738 | $896.0K | 0.11% | +13+0.3% | Added |
| Horizon Kinetics Asset Management LLC | 3,745 | $897.7K | 0.01% | −322−7.9% | Reduced |
| Mayfair Advisory Group, LLC | 3,757 | $900.6K | 0.53% | +210+5.9% | Added |
| Holos Integrated Wealth LLC | 3,764 | $902.2K | 0.62% | +3,764 | New |
| BlueSky Wealth Advisors, LLC | 3,768 | $903.2K | 0.14% | 00.0% | Unchanged |
| GFG Capital, LLC | 3,770 | $903.7K | 0.25% | +10.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,701 | $903.8K | 0.42% | +16+0.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 3,780 | $905.0K | 0.35% | +3,780 | New |
| Tillman Hartley LLC | 3,779 | $905.9K | 0.26% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 3,780 | $906.1K | 0.21% | −64−1.7% | Reduced |
| Flagstone Financial Management | 3,781 | $906.4K | 0.30% | −275−6.8% | Reduced |
| Maltin Wealth Management, Inc. | 3,784 | $907.0K | 0.45% | +16+0.4% | Added |
| Plan A Wealth LLC | 3,789 | $908.2K | 0.83% | +3,789 | New |
| Ellevest, Inc. | 3,790 | $908.5K | 0.05% | −404−9.6% | Reduced |
| Versant Capital Management, Inc | 3,797 | $910.2K | 0.20% | +1,028+37.1% | Added |
| Ruggaard & Associates LLC | 3,799 | $910.7K | 0.40% | −20−0.5% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 3,810 | $913.3K | 0.43% | −500−11.6% | Reduced |
| LCM Capital Management Inc | 3,811 | $913.5K | 0.52% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 3,815 | $914.5K | 0.49% | −38−1.0% | Reduced |
| Watershed Private Wealth LLC | 3,831 | $918.3K | 0.36% | −326−7.8% | Reduced |
| TFR Capital, LLC. | 3,836 | $919.5K | 0.46% | +3,836 | New |
| Goldstream Capital Management Ltd | 3,841 | $920.7K | 0.39% | −5,141−57.2% | Reduced |
| Keebeck Wealth Management, LLC | 3,844 | $921.6K | 0.13% | +227+6.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 3,846 | $921.8K | 0.30% | +67+1.8% | Added |
| Clearview Wealth Advisors LLC | 3,856 | $924.4K | 0.70% | −32−0.8% | Reduced |
| Warren Street Wealth Advisors, LLC | 3,857 | $924.6K | 0.38% | −221−5.4% | Reduced |
| WealthTrust Asset Management, LLC | 3,878 | $929.6K | 0.67% | −112−2.8% | Reduced |
| Cape Investment Advisory, Inc. | 3,899 | $934.6K | 0.37% | −15−0.4% | Reduced |
| Taika Capital, LP | 3,903 | $935.6K | 0.71% | +3,903 | New |
| Avantra Family Wealth, Inc. | 3,918 | $939.2K | 0.88% | +3,918 | New |
| Total Investment Management Inc | 3,923 | $940.4K | 0.13% | +203+5.5% | Added |
| Doheny Asset Management | 3,926 | $941.0K | 0.70% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 3,930 | $942.1K | 0.57% | +30+0.8% | Added |
| Challenger Wealth Management | 3,935 | $943.2K | 0.81% | +3,935 | New |
| Thomas Story & Son LLC | 3,940 | $944.0K | 0.40% | 00.0% | Unchanged |
| GSG Advisors LLC | 3,950 | $946.8K | 0.30% | +451+12.9% | Added |
| Ironwood Investment Management LLC | 3,954 | $947.8K | 0.47% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 3,957 | $948.5K | 0.32% | −157−3.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,966 | $950.7K | 0.06% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 3,972 | $952.1K | 0.32% | −210−5.0% | Reduced |
| Sterling Group Wealth Management, LLC | 3,981 | $954.3K | 0.50% | −99−2.4% | Reduced |
| Harbor Group, Inc. | 3,988 | $956.0K | 0.21% | +10.0% | Added |
| Epacria Capital Partners, LLC | 4,000 | $958.8K | 0.81% | −6,400−61.5% | Reduced |
| Harbert Fund Advisors, Inc. | 4,000 | $958.8K | 0.83% | +1,500+60.0% | Added |
| Impact Partnership Wealth, LLC | 4,000 | $959.0K | 0.19% | +322+8.8% | Added |
| Wendell David Associates Inc | 4,000 | $959.0K | 0.09% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 4,003 | $959.4K | 0.10% | −322−7.4% | Reduced |
| Custom Index Systems, LLC | 4,015 | $962.4K | 0.52% | −84−2.0% | Reduced |
| Taylor Financial Group, Inc. | 4,041 | $968.7K | 0.67% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 4,048 | $970.3K | 0.21% | +29+0.7% | Added |
| Partners Wealth Management, LLC | 4,049 | $970.7K | 1.10% | +4,049 | New |
| Ninepoint Partners LP | 4,050 | $970.8K | 0.15% | +131+3.3% | Added |
| Investors Research Corp | 4,053 | $971.5K | 0.21% | −250−5.8% | Reduced |
| Lifeworks Advisors, LLC | 4,055 | $972.0K | 0.18% | +162+4.2% | Added |
| ERTS Wealth Advisors, LLC | 4,058 | $972.7K | 0.18% | −366−8.3% | Reduced |
| NFP Retirement, Inc. | 4,067 | $975.0K | 0.08% | +230+6.0% | Added |
| Pine Haven Investment Counsel, Inc | 4,072 | $976.1K | 0.80% | −255−5.9% | Reduced |
| 1858 Wealth Management, LLC | 4,078 | $977.5K | 0.77% | −66−1.6% | Reduced |
| Connective Portfolio Management, LLC | 4,080 | $978.0K | 1.46% | −6,000−59.5% | Reduced |
| Kaydan Wealth Management, Inc. | 4,081 | $978.3K | 0.33% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,083 | $978.9K | 0.61% | +893+28.0% | Added |
| Maxi Investments CY Ltd | 4,091 | $981.0K | 0.19% | +4,091 | New |
| Discipline Wealth Solutions, LLC | 4,097 | $982.1K | 0.45% | +398+10.8% | Added |
| Crown Wealth Group, LLC | 4,098 | $982.2K | 0.40% | −35−0.8% | Reduced |
| Affinity Capital Advisors, LLC | 4,046 | $983.9K | 0.19% | +129+3.3% | Added |
| Fca Corp | 4,434 | $984.2K | 0.31% | +5+0.1% | Added |
| Helium Advisors LLC | 4,106 | $984.3K | 0.78% | +4,106 | New |
| Wimmer Associates 1, LLC | 4,114 | $986.2K | 0.49% | +40+1.0% | Added |
| Ardent Capital Management, Inc. | 4,120 | $987.6K | 0.45% | −1,800−30.4% | Reduced |
| Twin Focus Capital Partners, LLC | 4,122 | $988.1K | 0.15% | −330−7.4% | Reduced |
| MFA Wealth Services | 4,123 | $988.2K | 0.79% | +4,123 | New |
| NBZ Investment Advisors LLC | 4,128 | $989.5K | 0.55% | +4,128 | New |
| Summa Corp. | 4,133 | $990.7K | 0.49% | 00.0% | Unchanged |
| Landaas & Co | 4,160 | $997.0K | 0.28% | +4+0.1% | Added |
| Hopwood Financial Services, Inc. | 4,161 | $997.4K | 0.76% | +4,161 | New |
| Byrne Financial Freedom, LLC | 4,161 | $997.5K | 0.44% | +4,161 | New |
| S.A. Mason LLC | 4,164 | $998.2K | 0.52% | −5−0.1% | Reduced |
| GGM Financials LLC | 4,172 | $1.00M | 1.07% | +19+0.5% | Added |
| Curated Wealth Partners LLC | 4,184 | $1.00M | 0.11% | −97−2.3% | Reduced |
| Paragon Private Wealth Management, LLC | 4,191 | $1.00M | 0.46% | +868+26.1% | Added |
| Retirement Income Solutions, Inc | 4,194 | $1.01M | 0.20% | −209−4.7% | Reduced |
| Collective Family Office LLC | 4,195 | $1.01M | 0.28% | −43−1.0% | Reduced |
| First National Corp | 4,204 | $1.01M | 0.23% | +14+0.3% | Added |
| Tevis Investment Management | 4,213 | $1.01M | 0.75% | −433−9.3% | Reduced |