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 |
|---|---|---|---|---|---|
| Fountainhead AM, LLC | 4,713 | $1.13M | 0.21% | +1,453+44.6% | Added |
| Enclave Advisors LLC | 4,714 | $1.13M | 0.19% | −53−1.1% | Reduced |
| Insight Advisors, LLC | 4,723 | $1.13M | 0.19% | +24+0.5% | Added |
| Paladin Wealth, LLC | 4,716 | $1.13M | 0.98% | +205+4.5% | Added |
| Elgethun Capital Management | 4,720 | $1.13M | 0.27% | +263+5.9% | Added |
| 49 Wealth Management, LLC | 4,720 | $1.13M | 0.16% | +122+2.7% | Added |
| Fairvoy Private Wealth, LLC | 4,720 | $1.13M | 0.30% | +4,720 | New |
| Arthur M. Cohen & Associates, LLC | 4,721 | $1.13M | 0.20% | +790+20.1% | Added |
| Southeast Asset Advisors Inc. | 4,722 | $1.13M | 0.14% | +51+1.1% | Added |
| Heritage Investment Group, Inc. | 4,727 | $1.13M | 0.21% | −183−3.7% | Reduced |
| Activest Wealth Management | 4,731 | $1.13M | 0.32% | −334−6.6% | Reduced |
| Requisite Capital Management, LLC | 4,732 | $1.13M | 0.23% | −5−0.1% | Reduced |
| Waterway Wealth Management, LLC | 4,744 | $1.14M | 0.50% | +178+3.9% | Added |
| Voisard Asset Management Group, Inc. | 4,762 | $1.14M | 0.38% | −306−6.0% | Reduced |
| Lakeshore Capital Group, Inc. | 4,763 | $1.14M | 1.73% | +4,763 | New |
| Bravias Capital Group, LLC | 4,276 | $1.14M | 0.93% | +4,276 | New |
| Red Wave Investments LLC | 4,781 | $1.15M | 0.40% | +11+0.2% | Added |
| Jacobsen Capital Management | 4,783 | $1.15M | 0.49% | +10.0% | Added |
| Carrera Capital Advisors | 4,786 | $1.15M | 0.27% | +489+11.4% | Added |
| Sage Private Wealth Group, LLC | 4,792 | $1.15M | 0.86% | −638−11.7% | Reduced |
| McAdam, LLC | 4,799 | $1.15M | 0.06% | +540+12.7% | Added |
| Longfellow Investment Management Co LLC | 4,813 | $1.15M | 0.30% | −308−6.0% | Reduced |
| Abel Hall, LLC | 4,819 | $1.16M | 0.74% | +108+2.3% | Added |
| Truvestments Capital LLC | 4,824 | $1.16M | 0.30% | +161+3.5% | Added |
| Guardian Asset Advisors, LLC | 4,828 | $1.16M | 0.74% | +167+3.6% | Added |
| Atlas Private Wealth Advisors | 4,833 | $1.16M | 0.16% | −516−9.6% | Reduced |
| Oliver Luxxe Assets LLC | 5,496 | $1.16M | 0.21% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 4,835 | $1.16M | 0.25% | +4,835 | New |
| Weinberger Asset Management, Inc | 4,837 | $1.16M | 0.48% | −20.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,839 | $1.16M | 0.00% | −136−2.7% | Reduced |
| Mach-1 Financial Group, Inc. | 4,843 | $1.16M | 2.09% | +474+10.8% | Added |
| Seamount Financial Group Inc | 4,847 | $1.16M | 0.80% | −364−7.0% | Reduced |
| Manske Wealth Management | 4,848 | $1.16M | 0.46% | +4,848 | New |
| Alliance Wealth Advisors, LLC | 4,849 | $1.16M | 0.67% | −111−2.2% | Reduced |
| Philo Smith Capital Corp | 4,850 | $1.16M | 0.33% | −4,700−49.2% | Reduced |
| Renaissance Group LLC | 4,850 | $1.16M | 0.05% | −211−4.2% | Reduced |
| Diamant Asset Management, Inc. | 4,851 | $1.16M | 0.74% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 4,857 | $1.16M | 0.57% | −179−3.6% | Reduced |
| Nova Wealth Management, Inc. | 4,863 | $1.17M | 1.01% | +4,863 | New |
| Smith Thornton Advisors LLC | 4,875 | $1.17M | 0.74% | +1,164+31.4% | Added |
| Darden Wealth Group Inc | 4,880 | $1.17M | 0.79% | +490+11.2% | Added |
| Taylor Hoffman Capital Management LLC | 4,903 | $1.18M | 0.43% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 4,907 | $1.18M | 0.16% | −15−0.3% | Reduced |
| Wallington Asset Management, LLC | 4,923 | $1.18M | 0.17% | −60−1.2% | Reduced |
| HBW Advisory Services LLC | 4,925 | $1.18M | 0.18% | +473+10.6% | Added |
| Richardson Financial Services Inc. | 4,955 | $1.19M | 0.83% | −368−6.9% | Reduced |
| Benson Investment Management Company, Inc. | 4,950 | $1.19M | 0.49% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,954 | $1.19M | 0.10% | −274−5.2% | Reduced |
| Elevatus Welath Management | 4,962 | $1.19M | 0.41% | +679+15.9% | Added |
| McHugh Group, LLC | 4,975 | $1.19M | 0.89% | +4,975 | New |
| Viawealth, LLC | 4,977 | $1.19M | 0.72% | −541−9.8% | Reduced |
| Wayfinding Financial, LLC | 4,980 | $1.19M | 0.64% | +4,980 | New |
| Westhampton Capital, LLC | 4,979 | $1.19M | 0.61% | +20+0.4% | Added |
| Steamboat Capital Partners, LLC | 4,981 | $1.19M | 0.37% | +4,981 | New |
| Port Capital LLC | 4,981 | $1.19M | 0.05% | −118−2.3% | Reduced |
| Smart Portfolios, LLC | 4,984 | $1.19M | 1.25% | −90−1.8% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,997 | $1.20M | 0.69% | −120−2.3% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 5,000 | $1.20M | 0.02% | 00.0% | Unchanged |
| JBF Capital, Inc. | 5,000 | $1.20M | 0.21% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,001 | $1.20M | 0.91% | −28−0.6% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 5,003 | $1.20M | 1.20% | +859+20.7% | Added |
| Gateway Wealth Partners, LLC | 5,003 | $1.20M | 0.31% | −87−1.7% | Reduced |
| Shelton Wealth Management, LLC | 5,006 | $1.20M | 0.66% | +79+1.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 5,007 | $1.20M | 0.31% | −20.0% | Reduced |
| Hofer & Associates. Inc | 5,008 | $1.20M | 0.81% | −330−6.2% | Reduced |
| Dempze Nancy E | 5,018 | $1.20M | 0.69% | −70−1.4% | Reduced |
| Garde Capital, Inc. | 5,028 | $1.21M | 0.08% | +1,402+38.7% | Added |
| PFW Advisors LLC | 5,031 | $1.21M | 0.37% | +5,031 | New |
| May Hill Capital, LLC | 5,034 | $1.21M | 0.47% | +5,034 | New |
| Willner & Heller, LLC | 5,042 | $1.21M | 1.06% | +23+0.5% | Added |
| Spinnaker Investment Group, LLC | 5,049 | $1.21M | 0.29% | +152+3.1% | Added |
| Kennedy Investment Group | 5,053 | $1.21M | 0.55% | +48+1.0% | Added |
| Keyvantage Wealth, LLC | 5,063 | $1.21M | 0.87% | +5,063 | New |
| Patron Partners Advisors, LLC | 5,074 | $1.22M | 0.66% | +481+10.5% | Added |
| Aurora Private Wealth, Inc. | 5,075 | $1.22M | 0.91% | +137+2.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,085 | $1.22M | 0.28% | +15+0.3% | Added |
| Tributary Capital Management, LLC | 5,087 | $1.22M | 0.09% | −205−3.9% | Reduced |
| First National Bank | 5,087 | $1.22M | 0.83% | −5−0.1% | Reduced |
| TrueWealth Advisors, LLC | 5,090 | $1.22M | 0.41% | −1,373−21.2% | Reduced |
| Redwood Investment Management, LLC | 5,092 | $1.22M | 0.12% | +1,123+28.3% | Added |
| Cascades Capital Asset Management, LLC | 5,097 | $1.22M | 0.65% | +8+0.2% | Added |
| Virtus ETF Advisers LLC | 5,104 | $1.22M | 0.50% | +932+22.3% | Added |
| Armis Advisers, LLC | 5,106 | $1.22M | 0.15% | +5,106 | New |
| Alliance Wealth Management Group | 5,106 | $1.22M | 0.33% | −40−0.8% | Reduced |
| Gibbs Wealth Management | 5,115 | $1.23M | 0.33% | +1,230+31.7% | Added |
| PKS Advisory Services, LLC | 5,120 | $1.23M | 0.34% | +5,120 | New |
| Canandaigua National Trust Co of Florida | 5,140 | $1.23M | 0.96% | +496+10.7% | Added |
| Almanack Investment Partners, LLC. | 5,143 | $1.23M | 0.19% | +39+0.8% | Added |
| Centerpoint Advisors, LLC | 5,146 | $1.23M | 0.43% | −423−7.6% | Reduced |
| Salzhauer Michael | 5,168 | $1.24M | 0.63% | −1,552−23.1% | Reduced |
| Elyxium Wealth, LLC | 5,175 | $1.24M | 0.76% | −8,491−62.1% | Reduced |
| Horan Securities, Inc. | 5,178 | $1.24M | 0.47% | −128−2.4% | Reduced |
| Proathlete Wealth Management LLC | 5,187 | $1.24M | 0.47% | +85+1.7% | Added |
| Whalen Wealth Management Inc. | 5,190 | $1.24M | 0.86% | +1,325+34.3% | Added |
| Tectonic Advisors LLC | 5,197 | $1.25M | 0.08% | +218+4.4% | Added |
| ZEGA Investments, LLC | 4,706 | $1.25M | 0.37% | +4,706 | New |
| Alan B. Lancz & Associates, Inc. | 5,206 | $1.25M | 1.27% | −300−5.4% | Reduced |
| Latitude Advisors, LLC | 5,212 | $1.25M | 0.70% | −46−0.9% | Reduced |
| Stephenson National Bank & Trust | 5,217 | $1.25M | 0.42% | −294−5.3% | Reduced |
| Cross Staff Investments Inc | 5,217 | $1.25M | 0.94% | −254−4.6% | Reduced |