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 |
|---|---|---|---|---|---|
| Fjell Capital, LLC | 5,770 | $1.38M | 1.43% | +5,770 | New |
| Copperwynd Financial, LLC | 5,794 | $1.39M | 0.38% | −213−3.5% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,800 | $1.39M | 0.05% | +5,800 | New |
| Great Point Wealth Advisors, LLC | 5,812 | $1.39M | 0.30% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 5,824 | $1.40M | 0.44% | +1,500+34.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 5,826 | $1.40M | 1.07% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 5,834 | $1.40M | 0.58% | +6+0.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,850 | $1.40M | 0.81% | +650+12.5% | Added |
| Dechtman Wealth Management, LLC | 5,855 | $1.40M | 0.27% | +26+0.4% | Added |
| Novak & Powell Financial Services, Inc. | 5,856 | $1.40M | 0.84% | −78−1.3% | Reduced |
| Sentry LLC | 5,901 | $1.41M | 0.28% | −200−3.3% | Reduced |
| Coastal Investment Advisors, Inc. | 5,823 | $1.42M | 0.58% | −1,105−15.9% | Reduced |
| Delta Investment Management, LLC | 5,917 | $1.42M | 0.28% | −24−0.4% | Reduced |
| 5th Street Advisors, LLC | 5,918 | $1.42M | 0.74% | −1,140−16.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,919 | $1.42M | 0.36% | +435+7.9% | Added |
| ICONIQ Capital, LLC | 5,927 | $1.42M | 0.02% | +1,864+45.9% | Added |
| Elevated Capital Advisors, LLC | 5,927 | $1.42M | 0.39% | +2,874+94.1% | Added |
| KilterHowling LLC | 5,174 | $1.43M | 0.82% | −11−0.2% | Reduced |
| Alpha Family Trust | 5,950 | $1.43M | 0.80% | 00.0% | Unchanged |
| Gould Asset Management LLC | 5,961 | $1.43M | 0.30% | +110+1.9% | Added |
| Davis Investment Partners, LLC | 5,958 | $1.43M | 0.60% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 5,970 | $1.43M | 0.44% | +1,236+26.1% | Added |
| South Plains Financial, Inc. | 5,981 | $1.43M | 1.10% | +5,981 | New |
| D'Orazio & Associates, Inc. | 6,000 | $1.44M | 0.21% | +103+1.7% | Added |
| McNaughton Wealth Management, LLC | 6,014 | $1.44M | 0.69% | +53+0.9% | Added |
| Profit Investment Management, LLC | 6,022 | $1.44M | 1.16% | −242−3.9% | Reduced |
| Crumly & Associates Inc. | 6,022 | $1.44M | 0.39% | +66+1.1% | Added |
| Westside Investment Management, Inc. | 6,026 | $1.44M | 0.30% | +141+2.4% | Added |
| Colton Groome Financial Advisors, LLC | 6,026 | $1.44M | 0.55% | +278+4.8% | Added |
| Rainier Family Wealth Inc | 6,032 | $1.45M | 1.75% | +6,032 | New |
| Harvest Fund Management Co., Ltd | 6,025 | $1.45M | 0.07% | +1,850+44.3% | Added |
| Aviso Wealth Management | 6,039 | $1.45M | 0.74% | −175−2.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 6,050 | $1.45M | 0.76% | −960−13.7% | Reduced |
| Sym Financial Corp | 6,054 | $1.45M | 0.19% | −1,358−18.3% | Reduced |
| Bay Rivers Group | 6,058 | $1.45M | 0.70% | −14−0.2% | Reduced |
| Fairview Capital Investment Management, LLC | 6,064 | $1.45M | 0.08% | −329−5.1% | Reduced |
| Florida Financial Advisors, LLC | 6,071 | $1.46M | 0.65% | −194−3.1% | Reduced |
| Pathway Financial Advisors LLC | 6,072 | $1.46M | 0.33% | −19−0.3% | Reduced |
| Systematic Financial Management LP | 6,075 | $1.46M | 0.04% | 00.0% | Unchanged |
| Menard Financial Group LLC | 6,076 | $1.46M | 0.87% | +82+1.4% | Added |
| Bluesphere Advisors, LLC | 6,076 | $1.46M | 0.71% | +212+3.6% | Added |
| Capital Planning Advisors, LLC | 6,083 | $1.46M | 0.23% | +59+1.0% | Added |
| Powers Advisory Group, LLC | 6,131 | $1.47M | 0.74% | +42+0.7% | Added |
| Greatmark Investment Partners, Inc. | 6,167 | $1.48M | 0.20% | −110−1.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,180 | $1.48M | 0.53% | +1,141+22.6% | Added |
| Investment House LLC | 6,192 | $1.48M | 0.08% | +150+2.5% | Added |
| Prosperity Financial Group, Inc. | 6,192 | $1.48M | 0.74% | +66+1.1% | Added |
| Shakespeare Wealth Management, Inc. | 6,207 | $1.49M | 0.40% | +75+1.2% | Added |
| McDaniel Terry & Co | 6,209 | $1.49M | 0.12% | 00.0% | Unchanged |
| Womack Financial LLC | 6,211 | $1.49M | 1.32% | +6,211 | New |
| Evergreen Wealth Solutions, LLC | 6,229 | $1.49M | 1.04% | +269+4.5% | Added |
| New Covenant Trust Company, N.A. | 6,251 | $1.50M | 1.49% | −72−1.1% | Reduced |
| Solstein Capital, LLC | 6,244 | $1.50M | 0.84% | +10.0% | Added |
| Portland Investment Counsel Inc. | 6,251 | $1.50M | 0.38% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 6,255 | $1.50M | 0.34% | +667+11.9% | Added |
| Napatree Capital LLC | 6,267 | $1.50M | 0.88% | +308+5.2% | Added |
| Wincap Financial LLC | 6,272 | $1.50M | 1.53% | +6,272 | New |
| Philip James Wealth Mangement, LLC | 6,275 | $1.50M | 0.19% | −72−1.1% | Reduced |
| Marshall Financial Group LLC | 6,278 | $1.50M | 0.36% | +774+14.1% | Added |
| TFB Advisors LLC | 6,279 | $1.51M | 0.43% | +9+0.1% | Added |
| Quantum Financial Advisors, LLC | 6,290 | $1.51M | 0.23% | −27−0.4% | Reduced |
| McIlrath & Eck, LLC | 6,292 | $1.51M | 0.19% | +45+0.7% | Added |
| Knollwood Investment Advisory, LLC | 6,310 | $1.51M | 0.16% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 6,317 | $1.51M | 1.25% | +50+0.8% | Added |
| Coastwise Capital Group, LLC | 6,317 | $1.51M | 1.21% | −408−6.1% | Reduced |
| Fairscale Capital, LLC | 6,321 | $1.52M | 1.31% | −36−0.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,324 | $1.52M | 0.08% | +58+0.9% | Added |
| Lionsbridge Wealth Management LLC | 6,338 | $1.52M | 1.28% | −407−6.0% | Reduced |
| Alaska Permanent Fund Corp | 6,338 | $1.52M | 0.02% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 6,354 | $1.52M | 1.20% | +30.0% | Added |
| St. Clair Advisors, LLC | 6,360 | $1.52M | 0.44% | +605+10.5% | Added |
| Verum Partners LLC | 6,362 | $1.53M | 0.44% | +51+0.8% | Added |
| Foster Group, Inc. | 6,367 | $1.53M | 0.06% | +74+1.2% | Added |
| New Century Financial Group, LLC | 6,290 | $1.53M | 0.65% | −1,043−14.2% | Reduced |
| Hardin Capital Partners, LLC | 6,385 | $1.53M | 0.92% | −250−3.8% | Reduced |
| HMV Wealth Advisors, LLC | 6,385 | $1.53M | 1.53% | +6,385 | New |
| Disciplined Investors, L.L.C. | 6,273 | $1.53M | 1.48% | +6,273 | New |
| Optiver Holding B.V. | 6,401 | $1.53M | 0.05% | −84,190−92.9% | Reduced |
| PCA Investment Advisory Services Inc. | 6,402 | $1.53M | 0.71% | −139−2.1% | Reduced |
| Hexagon Capital Partners LLC | 6,402 | $1.53M | 0.28% | −89−1.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,560 | $1.54M | 0.43% | +568+11.4% | Added |
| Costello Asset Management, INC | 6,420 | $1.54M | 1.02% | −56−0.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 6,421 | $1.54M | 0.38% | +1,024+19.0% | Added |
| VisionPoint Advisory Group, LLC | 6,416 | $1.54M | 0.53% | −756−10.5% | Reduced |
| Hurley Capital, LLC | 6,321 | $1.54M | 1.24% | +6,321 | New |
| ARK & TLK Investments, LLC | 6,430 | $1.54M | 0.54% | +11+0.2% | Added |
| Keynote Financial Services LLC | 6,434 | $1.54M | 1.18% | −100−1.5% | Reduced |
| Sulzberger Capital Advisors, Inc. | 6,439 | $1.54M | 1.76% | +6,439 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 6,457 | $1.55M | 0.58% | +597+10.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,463 | $1.55M | 0.10% | −24,594−79.2% | Reduced |
| Oakwell Private Wealth Management, LLC | 6,473 | $1.55M | 0.44% | +249+4.0% | Added |
| Fidelity D & D Bancorp Inc | 6,475 | $1.55M | 1.03% | +600+10.2% | Added |
| Symphony Financial Services, Inc. | 6,488 | $1.56M | 1.25% | +7+0.1% | Added |
| Tennessee Valley Asset Management Partners | 6,506 | $1.56M | 0.26% | −398−5.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,517 | $1.56M | 0.35% | +148+2.3% | Added |
| Sterling Wealth Management, Inc. | 6,544 | $1.57M | 0.58% | −70−1.1% | Reduced |
| Traveka Wealth, LLC | 6,570 | $1.57M | 0.87% | +1,532+30.4% | Added |
| Delphi Management Inc | 6,569 | $1.57M | 1.52% | −292−4.3% | Reduced |
| BayBridge Capital Group, LLC | 6,573 | $1.58M | 1.14% | +22+0.3% | Added |
| Howard Bailey Securities, LLC | 6,574 | $1.58M | 0.59% | +6,574 | New |