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 |
|---|---|---|---|---|---|
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $1.01M | 0.67% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,219 | $1.01M | 0.64% | +202+5.0% | Added |
| Brown Capital Management LLC | 4,218 | $1.01M | 0.02% | −237−5.3% | Reduced |
| Blalock Williams, LLC | 4,236 | $1.02M | 1.18% | +4,236 | New |
| Silphium Asset Management Ltd | 4,240 | $1.02M | 0.37% | +4,240 | New |
| Napa Wealth Management | 4,250 | $1.02M | 0.44% | +4,250 | New |
| Ecofi Investissements SA | 4,600 | $1.02M | 0.63% | −200−4.2% | Reduced |
| Lumbard & Kellner, LLC | 4,262 | $1.02M | 0.44% | +258+6.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 4,262 | $1.02M | 0.12% | −413−8.8% | Reduced |
| BCJ Capital Management, LLC | 4,263 | $1.02M | 0.08% | −57−1.3% | Reduced |
| Stonebridge Financial Group, LLC | 4,264 | $1.02M | 0.11% | +4,264 | New |
| Roberts Glore & Co Inc | 4,265 | $1.02M | 0.30% | −35−0.8% | Reduced |
| Maripau Wealth Management LLC | 4,269 | $1.02M | 0.61% | +4,269 | New |
| Pacific Point Advisors, LLC | 3,823 | $1.02M | 0.62% | +3,823 | New |
| Blackston Financial Advisory Group, LLC | 4,284 | $1.03M | 0.51% | +79+1.9% | Added |
| Cottonwood Capital Advisors, LLC | 4,293 | $1.03M | 0.74% | +804+23.0% | Added |
| Aventura Private Wealth, LLC | 4,298 | $1.03M | 0.55% | +4,298 | New |
| Borer Denton & Associates, Inc. | 4,304 | $1.03M | 0.36% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,305 | $1.03M | 0.00% | +630+17.1% | Added |
| Clearwater Capital Advisors, LLC | 4,308 | $1.03M | 0.10% | −418−8.8% | Reduced |
| Prelude Capital Management, LLC | 4,308 | $1.03M | 0.09% | −2,313−34.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,318 | $1.04M | 0.25% | −322−6.9% | Reduced |
| Garden State Investment Advisory Services LLC | 4,308 | $1.04M | 0.32% | +119+2.8% | Added |
| Maiden Cove Capital, LLC | 4,324 | $1.04M | 1.58% | −362−7.7% | Reduced |
| Center For Asset Management LLC | 4,339 | $1.04M | 0.67% | +9+0.2% | Added |
| Private Capital Management LLC | 4,342 | $1.04M | 0.21% | −1,058−19.6% | Reduced |
| Wealthstream Advisors, Inc. | 4,364 | $1.05M | 0.19% | −6−0.1% | Reduced |
| Holistic Planning, LLC | 4,365 | $1.05M | 0.38% | −158−3.5% | Reduced |
| California First Leasing Corp | 4,380 | $1.05M | 0.43% | 00.0% | Unchanged |
| BWM Planning, LLC | 4,384 | $1.05M | 0.46% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 4,384 | $1.05M | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 4,394 | $1.05M | 0.09% | +942+27.3% | Added |
| Gemmer Asset Management LLC | 4,389 | $1.05M | 0.10% | +1,226+38.8% | Added |
| Kirtland Hills Capital Management, LLC | 4,390 | $1.05M | 0.67% | +180+4.3% | Added |
| Full Sail Capital, LLC | 4,397 | $1.05M | 0.07% | +126+3.0% | Added |
| Mainsail Financial Group, LLC | 4,397 | $1.05M | 0.61% | −18−0.4% | Reduced |
| Castleview Partners, LLC | 4,412 | $1.06M | 0.57% | +134+3.1% | Added |
| Round Rock Advisors, LLC | 4,418 | $1.06M | 0.22% | +1,158+35.5% | Added |
| TPG Advisors LLC | 4,425 | $1.06M | 0.83% | +4+0.1% | Added |
| Transce3nd, LLC | 4,420 | $1.06M | 0.36% | +4,420 | New |
| Davidson Investment Advisors | 4,434 | $1.06M | 0.05% | +131+3.0% | Added |
| Morris Retirement Advisors, LLC | 4,435 | $1.06M | 0.56% | −430−8.8% | Reduced |
| Westfuller Advisors, LLC | 4,439 | $1.06M | 0.68% | −23−0.5% | Reduced |
| Goldstein Advisors, LLC | 4,444 | $1.07M | 0.15% | −87−1.9% | Reduced |
| Humankind Investments LLC | 4,446 | $1.07M | 0.27% | −439−9.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,455 | $1.07M | 0.14% | −690−13.4% | Reduced |
| Disciplined Equity Management, Inc. | 4,463 | $1.07M | 0.69% | +20+0.5% | Added |
| Ewa, LLC | 4,468 | $1.07M | 0.40% | 00.0% | Unchanged |
| Myriad Asset Management US LP | 4,482 | $1.07M | 0.72% | +4,482 | New |
| Luts & Greenleigh Group, Inc | 4,485 | $1.08M | 1.06% | −199−4.2% | Reduced |
| Avalon Trust Co | 4,486 | $1.08M | 0.08% | +313+7.5% | Added |
| PUREfi Wealth, LLC | 4,495 | $1.08M | 1.05% | +4,495 | New |
| Shulman DeMeo Asset Management LLC | 4,500 | $1.08M | 0.29% | −59−1.3% | Reduced |
| WNY Asset Management, LLC | 4,504 | $1.08M | 0.13% | −156−3.3% | Reduced |
| Old Point Trust & Financial Services N A | 4,506 | $1.08M | 0.38% | −134−2.9% | Reduced |
| Eaton Financial Holdings Company, LLC | 4,507 | $1.08M | 0.42% | −32−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 4,519 | $1.08M | 0.53% | −445−9.0% | Reduced |
| Helen Stephens Group, LLC | 4,528 | $1.09M | 0.32% | +17+0.4% | Added |
| CMG Global Holdings, LLC | 4,132 | $1.09M | 0.60% | +16+0.4% | Added |
| Caas Capital Management LP | 4,531 | $1.09M | 0.90% | +4,531 | New |
| Ariadne Wealth Management, LP | 4,014 | $1.09M | 0.50% | +794+24.7% | Added |
| Synergy Financial Management, LLC | 4,998 | $1.09M | 0.08% | +1,197+31.5% | Added |
| CWS Financial Advisors, LLC | 4,546 | $1.09M | 0.35% | +10.0% | Added |
| Hassell Wealth Management, LLC | 4,085 | $1.09M | 0.44% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,560 | $1.09M | 0.32% | +20.0% | Added |
| Hamilton Wealth, LLC | 4,562 | $1.09M | 0.26% | −636−12.2% | Reduced |
| Breed's Hill Capital LLC | 4,565 | $1.09M | 0.57% | +2,861+167.9% | Added |
| Michael B. Yongue | 4,567 | $1.09M | 0.87% | +425+10.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,568 | $1.10M | 0.09% | −13−0.3% | Reduced |
| Pennington Partners & Co., LLC | 4,572 | $1.10M | 0.54% | +4,572 | New |
| Great Oak Capital Partners, LLC | 4,493 | $1.10M | 0.37% | +25+0.6% | Added |
| Matisse Capital | 4,581 | $1.10M | 0.56% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 4,589 | $1.10M | 0.18% | +105+2.3% | Added |
| Eagle Harbor Asset Management Inc | 4,597 | $1.10M | 1.10% | −36−0.8% | Reduced |
| Wintrust Investments LLC | 4,597 | $1.10M | 0.97% | −353−7.1% | Reduced |
| Advyzon Investment Management, LLC | 4,598 | $1.10M | 0.43% | +4,598 | New |
| Retirement Planning Co of New England, Inc. | 4,600 | $1.10M | 0.53% | +251+5.8% | Added |
| Investment Advisory Group, LLC | 4,607 | $1.10M | 0.37% | −540−10.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,607 | $1.10M | 0.49% | −508−9.9% | Reduced |
| Summit Wealth Partners, LLC | 4,611 | $1.11M | 0.23% | −1,012−18.0% | Reduced |
| Werba Rubin Papier Wealth Management | 4,621 | $1.11M | 0.26% | −142−3.0% | Reduced |
| Woodward Financial Advisors, Inc. | 4,622 | $1.11M | 0.55% | −90−1.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,628 | $1.11M | 0.26% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 4,629 | $1.11M | 0.36% | −175−3.6% | Reduced |
| Planning Center, Inc. | 4,631 | $1.11M | 0.14% | −232−4.8% | Reduced |
| Family Firm, Inc. | 4,638 | $1.11M | 0.25% | +12+0.3% | Added |
| Wagner Wealth Management, LLC | 4,639 | $1.11M | 0.29% | +529+12.9% | Added |
| Merrion Investment Management Co, LLC | 4,644 | $1.11M | 0.77% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,644 | $1.11M | 0.09% | +549+13.4% | Added |
| Skba Capital Management LLC | 4,657 | $1.12M | 0.18% | −610−11.6% | Reduced |
| Aspire Private Capital, LLC | 4,659 | $1.12M | 0.28% | +159+3.5% | Added |
| Fiduciary Planning LLC | 4,661 | $1.12M | 0.36% | −32−0.7% | Reduced |
| Fortress Private Ledger, LLC | 4,666 | $1.12M | 0.68% | +4,666 | New |
| Grove Street Fiduciary, LLC | 4,673 | $1.12M | 0.59% | +4,673 | New |
| Summit X, LLC | 4,680 | $1.12M | 0.25% | +155+3.4% | Added |
| BIP Wealth, LLC | 4,686 | $1.12M | 0.08% | +1,226+35.4% | Added |
| Meridian Management Co | 4,692 | $1.12M | 0.30% | +161+3.6% | Added |
| Cavalier Investments, LLC | 4,698 | $1.13M | 0.38% | +192+4.3% | Added |
| Strategies Wealth Advisors, LLC | 4,087 | $1.13M | 0.14% | +4,087 | New |
| Maxele Advisors, LLC | 4,712 | $1.13M | 1.08% | +4,712 | New |