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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 5,225 | $1.25M | 0.11% | +2,861+121.0% | Added |
| DHK Financial Advisors, Inc. | 5,227 | $1.25M | 0.76% | +2,325+80.1% | Added |
| Cardinal Capital Management, Inc. | 5,235 | $1.25M | 0.04% | −4,805−47.9% | Reduced |
| Financial Partners Group, Inc | 5,235 | $1.25M | 0.18% | +239+4.8% | Added |
| Tanager Wealth Management LLP | 5,244 | $1.26M | 0.16% | +1,564+42.5% | Added |
| Hickory Point Bank & Trust | 5,251 | $1.26M | 1.12% | +5,251 | New |
| Aspen Grove Capital, LLC | 5,256 | $1.26M | 0.27% | −40−0.8% | Reduced |
| Elevate Capital Advisors, LLC | 5,257 | $1.26M | 1.11% | +5,257 | New |
| Eagle Strategies LLC | 5,257 | $1.26M | 0.22% | −398−7.0% | Reduced |
| Galibier Capital Management Ltd. | 5,260 | $1.26M | 0.36% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 5,266 | $1.26M | 0.84% | +332+6.7% | Added |
| Castlekeep Investment Advisors LLC | 5,283 | $1.27M | 0.89% | −480−8.3% | Reduced |
| Baron Wealth Management LLC | 5,286 | $1.27M | 0.60% | +176+3.4% | Added |
| Hutchinson Capital Management | 5,291 | $1.27M | 0.24% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 5,293 | $1.27M | 0.85% | +51+1.0% | Added |
| Sterneck Capital Management, LLC | 5,299 | $1.27M | 0.69% | +93+1.8% | Added |
| West Bancorporation Inc | 5,303 | $1.27M | 0.84% | −64−1.2% | Reduced |
| MinichMacGregor Wealth Management, LLC | 5,307 | $1.27M | 0.26% | +619+13.2% | Added |
| Floyd Financial Group LLC | 5,305 | $1.27M | 1.05% | +5,305 | New |
| Gerber, LLC | 5,315 | $1.27M | 0.93% | +5+0.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,319 | $1.28M | 1.35% | −6,652−55.6% | Reduced |
| Hillsdale Investment Management Inc. | 5,322 | $1.28M | 0.06% | −1,380−20.6% | Reduced |
| Cravens & Co Advisors, LLC | 5,322 | $1.28M | 0.97% | −20.0% | Reduced |
| Burt Wealth Advisors | 5,331 | $1.28M | 0.32% | −98−1.8% | Reduced |
| Oldfather Financial Services, LLC | 5,331 | $1.28M | 0.49% | +5+0.1% | Added |
| Horizon Wealth Management, LLC | 5,341 | $1.28M | 0.22% | −127−2.3% | Reduced |
| Hara Capital LLC | 5,346 | $1.28M | 0.81% | 00.0% | Unchanged |
| Renasant Bank | 5,347 | $1.28M | 0.83% | −101−1.9% | Reduced |
| Grant Street Asset Management, Inc. | 5,355 | $1.28M | 0.34% | −3−0.1% | Reduced |
| Sachetta, LLC | 5,364 | $1.29M | 0.51% | −322−5.7% | Reduced |
| Northstar Group, Inc. | 5,368 | $1.29M | 0.22% | +2,242+71.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 5,373 | $1.29M | 0.42% | +529+10.9% | Added |
| Cassia Capital Partners, LLC | 5,388 | $1.29M | 0.82% | +935+21.0% | Added |
| Bellevue Asset Management, LLC | 5,397 | $1.29M | 0.67% | +20.0% | Added |
| Evernest Financial Advisors, LLC | 5,405 | $1.30M | 0.34% | −57−1.0% | Reduced |
| Oxler Private Wealth LLC | 5,408 | $1.30M | 0.43% | +26+0.5% | Added |
| Angeles Investment Advisors, LLC | 5,416 | $1.30M | 0.06% | +17+0.3% | Added |
| Peregrine Asset Advisers, Inc. | 5,425 | $1.30M | 0.48% | −355−6.1% | Reduced |
| Tranquilli Financial Advisor LLC | 5,425 | $1.30M | 0.82% | −98−1.8% | Reduced |
| Evanson Asset Management, LLC | 5,429 | $1.30M | 0.09% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,437 | $1.30M | 0.25% | +432+8.6% | Added |
| Cornerstone Planning Group LLC | 4,907 | $1.30M | 0.32% | +4,034+462.1% | Added |
| Maia Wealth LLC | 4,912 | $1.31M | 0.28% | +716+17.1% | Added |
| Carolinas Wealth Consulting LLC | 5,458 | $1.31M | 0.26% | −433−7.4% | Reduced |
| Firestone Capital Management | 5,459 | $1.31M | 0.33% | −27−0.5% | Reduced |
| LWM Advisory Services, LLC | 5,458 | $1.31M | 0.91% | −40−0.7% | Reduced |
| Ameriflex Group, Inc. | 4,908 | $1.31M | 0.60% | +4,908 | New |
| Wambolt & Associates, LLC | 5,474 | $1.31M | 0.42% | −3,265−37.4% | Reduced |
| Petros Family Wealth, LLC | 5,477 | $1.31M | 1.42% | +5,477 | New |
| Eagle Bay Advisors LLC | 5,478 | $1.31M | 0.83% | −750−12.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,485 | $1.31M | 0.50% | −27,493−83.4% | Reduced |
| Lodestar Private Asset Management LLC | 5,488 | $1.32M | 0.16% | +10.0% | Added |
| Centurion Wealth Management LLC | 5,492 | $1.32M | 0.41% | +145+2.7% | Added |
| Private Wealth Advisors | 5,497 | $1.32M | 0.57% | −17−0.3% | Reduced |
| Capstone Triton Financial Group, LLC | 5,520 | $1.32M | 0.83% | +374+7.3% | Added |
| Cambridge Advisors Inc. | 5,526 | $1.32M | 0.30% | +20+0.4% | Added |
| Park Capital Management, LLC | 5,533 | $1.33M | 1.59% | +5,533 | New |
| Hurlow Wealth Management Group, Inc. | 5,538 | $1.33M | 0.41% | +40+0.7% | Added |
| Investment Partners Asset Management, Inc. | 5,538 | $1.33M | 1.04% | +572+11.5% | Added |
| Cardiff Park Advisors, LLC | 5,541 | $1.33M | 0.13% | +4+0.1% | Added |
| Allie Family Office LLC | 5,541 | $1.33M | 0.74% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 5,543 | $1.33M | 1.97% | +5,543 | New |
| Granite Harbor Advisors, Inc. | 5,551 | $1.33M | 0.74% | −240−4.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,563 | $1.33M | 0.44% | +5,563 | New |
| Sage Investment Counsel LLC | 5,572 | $1.34M | 1.74% | +5,572 | New |
| Vantage Financial Partners, LLC | 5,576 | $1.34M | 0.33% | +598+12.0% | Added |
| Olistico Wealth, LLC | 5,577 | $1.34M | 0.78% | +20.0% | Added |
| Elser Financial Planning, Inc | 5,592 | $1.34M | 0.08% | +5,592 | New |
| denkapparat Operations GmbH | 5,598 | $1.34M | 1.98% | +5,598 | New |
| Baring Financial LLC | 5,599 | $1.34M | 1.20% | +5,599 | New |
| State of Wyoming | 5,604 | $1.34M | 0.17% | +2,700+93.0% | Added |
| Financial Council Asset Management Inc | 5,609 | $1.34M | 0.69% | 00.0% | Unchanged |
| SRN Advisors, LLC | 5,613 | $1.35M | 1.20% | +2,400+74.7% | Added |
| Capital Investment Counsel, Inc | 5,614 | $1.35M | 0.20% | −667−10.6% | Reduced |
| Driehaus Capital Management LLC | 5,642 | $1.35M | 0.01% | −1,712−23.3% | Reduced |
| Brave Warrior Advisors, LLC | 5,643 | $1.35M | 0.03% | 00.0% | Unchanged |
| Carr Financial Group Corp | 5,644 | $1.35M | 0.43% | −117−2.0% | Reduced |
| Legal Advantage Investments, Inc. | 5,653 | $1.36M | 0.72% | −50−0.9% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,660 | $1.36M | 1.02% | −168−2.9% | Reduced |
| Seeds Investor LLC | 5,665 | $1.36M | 0.39% | −36−0.6% | Reduced |
| STAR Financial Bank | 5,670 | $1.36M | 0.98% | −362−6.0% | Reduced |
| Roberts Capital Advisors, LLC | 5,671 | $1.36M | 1.14% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 5,679 | $1.36M | 0.45% | +167+3.0% | Added |
| Clifford Group, LLC | 5,691 | $1.36M | 1.04% | −3−0.1% | Reduced |
| BXM Wealth LLC | 5,700 | $1.37M | 1.91% | +5,700 | New |
| Private Client Services, LLC | 5,708 | $1.37M | 0.74% | +91+1.6% | Added |
| Dogwood Wealth Management LLC | 5,711 | $1.37M | 0.72% | +802+16.3% | Added |
| Trust Co of the South | 5,711 | $1.37M | 0.28% | −775−11.9% | Reduced |
| Wilkins Miller Wealth Management, LLC | 5,714 | $1.37M | 1.43% | +5,714 | New |
| Black Swift Group, LLC | 5,719 | $1.37M | 0.29% | +19+0.3% | Added |
| Sendero Wealth Management, LLC | 5,719 | $1.37M | 0.20% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 5,720 | $1.37M | 0.14% | +730+14.6% | Added |
| Element Wealth, LLC | 5,721 | $1.37M | 0.72% | −43−0.7% | Reduced |
| Spartan Planning & Wealth Management | 5,727 | $1.37M | 1.25% | +5,727 | New |
| Northwest Financial Advisors | 5,734 | $1.37M | 1.13% | +481+9.2% | Added |
| Rosenberg Matthew Hamilton | 5,735 | $1.37M | 0.36% | +292+5.4% | Added |
| Patriot Investment Management Inc. | 5,742 | $1.38M | 0.10% | +117+2.1% | Added |
| WealthTrust Axiom LLC | 5,742 | $1.38M | 0.41% | −34−0.6% | Reduced |
| Cascade Investment Group, Inc. | 5,751 | $1.38M | 0.99% | +21+0.4% | Added |
| Sunburst Financial Group, LLC | 5,765 | $1.38M | 0.34% | +69+1.2% | Added |