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 |
|---|---|---|---|---|---|
| Objective Capital Management, LLC | 6,590 | $1.58M | 1.06% | −1,108−14.4% | Reduced |
| M.E. Allison & Co., Inc. | 6,597 | $1.58M | 1.74% | +6,597 | New |
| Caz Investments LP | 6,600 | $1.58M | 2.27% | 00.0% | Unchanged |
| Tang Capital Management LLC | 6,601 | $1.58M | 0.10% | +1,928+41.3% | Added |
| BluePath Capital Management, LLC | 6,498 | $1.59M | 0.86% | +786+13.8% | Added |
| IPG Investment Advisors LLC | 6,621 | $1.59M | 0.36% | −7,534−53.2% | Reduced |
| Palogic Value Management, L.P. | 6,624 | $1.59M | 0.63% | −200−2.9% | Reduced |
| Sunflower Bank, N.A. | 6,625 | $1.59M | 0.44% | +20+0.3% | Added |
| Oxford Wealth Group, LLC | 6,628 | $1.59M | 1.03% | −266−3.9% | Reduced |
| ROI Financial Advisors, LLC | 6,657 | $1.60M | 1.09% | +430+6.9% | Added |
| Finward Bancorp | 6,663 | $1.60M | 1.38% | +6,663 | New |
| WESPAC Advisors, LLC | 6,683 | $1.60M | 1.18% | +4,993+295.4% | Added |
| KRS Capital Management, LLC | 6,686 | $1.60M | 1.13% | −41−0.6% | Reduced |
| Evolution Wealth Advisors, LLC | 6,688 | $1.60M | 0.27% | +1,850+38.2% | Added |
| TFC Financial Management | 6,703 | $1.61M | 0.25% | +2,133+46.7% | Added |
| Sivia Capital Partners, LLC | 6,716 | $1.61M | 0.80% | −178−2.6% | Reduced |
| Lion Street Advisors, LLC | 6,725 | $1.61M | 0.51% | +444+7.1% | Added |
| LBMC Investment Advisors, LLC | 6,726 | $1.61M | 0.13% | −375−5.3% | Reduced |
| Beacon Investment Advisors LLC | 6,728 | $1.61M | 0.76% | +11+0.2% | Added |
| Pflug Koory, LLC | 6,732 | $1.61M | 0.82% | 00.0% | Unchanged |
| Unified Investment Management | 6,732 | $1.61M | 1.83% | +6,732 | New |
| High Falls Advisors, Inc | 6,744 | $1.62M | 0.37% | +356+5.6% | Added |
| Grant Private Wealth Management Inc | 6,760 | $1.62M | 1.75% | +6,760 | New |
| TTP Investments, Inc. | 6,766 | $1.62M | 0.57% | +6,766 | New |
| Frazier Financial Advisors, LLC | 6,779 | $1.62M | 1.29% | −104−1.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 6,772 | $1.62M | 0.90% | +6,772 | New |
| Keystone Wealth Services, LLC | 6,794 | $1.63M | 0.43% | +331+5.1% | Added |
| Lantz Financial LLC | 6,797 | $1.63M | 0.43% | +20+0.3% | Added |
| Winmill & Co. Inc | 6,800 | $1.63M | 0.53% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 6,810 | $1.63M | 0.86% | +6+0.1% | Added |
| Wall Street Access Asset Management, LLC | 6,811 | $1.63M | 0.62% | +171+2.6% | Added |
| Riverbend Wealth Management, LLC | 6,799 | $1.64M | 1.46% | +6,799 | New |
| Security National Bank of Sioux City Iowa | 6,827 | $1.64M | 1.15% | +1,994+41.3% | Added |
| Solidarilty Wealth, LLC | 6,828 | $1.64M | 0.43% | −9−0.1% | Reduced |
| Gilman Hill Asset Management, LLC | 6,862 | $1.64M | 0.29% | −325−4.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 6,866 | $1.65M | 0.31% | 00.0% | Unchanged |
| Severin Investments, LLC | 6,867 | $1.65M | 1.64% | +6,867 | New |
| ERn Financial, LLC | 6,869 | $1.65M | 0.25% | +323+4.9% | Added |
| BCM Advisors, LLC | 6,099 | $1.65M | 0.37% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 6,884 | $1.65M | 1.25% | −25−0.4% | Reduced |
| RFP Financial Group LLC | 6,886 | $1.65M | 0.64% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 6,900 | $1.65M | 0.53% | +407+6.3% | Added |
| AGH Wealth Advisors, LLC | 6,926 | $1.66M | 1.54% | +6,926 | New |
| AJ Advisors, LLC | 6,931 | $1.66M | 0.86% | −246−3.4% | Reduced |
| Heartwood Wealth Advisors LLC | 6,935 | $1.66M | 0.19% | +28+0.4% | Added |
| Total Wealth Planning & Management, Inc. | 6,940 | $1.66M | 1.63% | +6,940 | New |
| Thompson David Blair | 6,940 | $1.66M | 1.21% | +6,940 | New |
| ARGA Investment Management, LP | 6,950 | $1.67M | 0.05% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 6,960 | $1.67M | 0.55% | −955−12.1% | Reduced |
| Sippican Capital Advisors | 6,984 | $1.67M | 1.22% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 6,997 | $1.68M | 0.61% | −374−5.1% | Reduced |
| Miura Global Management, LLC | 7,000 | $1.68M | 1.83% | +7,000 | New |
| Northside Capital Management, LLC | 7,000 | $1.68M | 0.45% | +250+3.7% | Added |
| Aveo Capital Partners, LLC | 7,010 | $1.68M | 0.18% | +1,740+33.0% | Added |
| Cahill Financial Advisors Inc | 7,017 | $1.68M | 0.23% | +1,533+28.0% | Added |
| DMG Group, LLC | 7,029 | $1.68M | 1.37% | −158−2.2% | Reduced |
| Gries Financial LLC | 7,034 | $1.69M | 0.30% | +647+10.1% | Added |
| Orca Investment Management, LLC | 7,037 | $1.69M | 1.59% | −706−9.1% | Reduced |
| Calton & Associates, Inc. | 7,058 | $1.69M | 0.75% | −808−10.3% | Reduced |
| Vision Capital Management, Inc. | 7,065 | $1.69M | 0.25% | +671+10.5% | Added |
| Syntegra Private Wealth Group, LLC | 7,074 | $1.70M | 0.19% | +1,189+20.2% | Added |
| Gibraltar Capital Management, Inc. | 7,091 | $1.70M | 0.75% | −689−8.9% | Reduced |
| Apollon Financial, LLC | 7,093 | $1.70M | 0.42% | +2,187+44.6% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 7,119 | $1.71M | 1.05% | +5,519+344.9% | Added |
| Powell Investment Advisors, LLC | 7,122 | $1.71M | 0.79% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 7,122 | $1.71M | 2.48% | +289+4.2% | Added |
| GenTrust, LLC | 7,133 | $1.71M | 0.07% | +464+7.0% | Added |
| SC&H Financial Advisors, Inc. | 7,142 | $1.71M | 0.35% | +4+0.1% | Added |
| Phillips Wealth Planners LLC | 7,138 | $1.71M | 1.71% | −90−1.2% | Reduced |
| Birchcreek Wealth Management, LLC | 7,153 | $1.71M | 1.08% | +241+3.5% | Added |
| Cladis Investment Advisory, LLC | 7,153 | $1.71M | 1.22% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 7,643 | $1.72M | 0.59% | −2,327−23.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 7,176 | $1.72M | 0.15% | +389+5.7% | Added |
| Retirement Planning Group | 7,188 | $1.72M | 0.09% | +344+5.0% | Added |
| Talisman Wealth Advisors LLC | 7,188 | $1.72M | 1.83% | −83−1.1% | Reduced |
| Atwood & Palmer Inc | 7,201 | $1.73M | 0.12% | +81+1.1% | Added |
| Vivaldi Capital Management, LLC | 6,501 | $1.73M | 0.26% | +9+0.1% | Added |
| Clare Market Investments LLC | 7,213 | $1.73M | 0.41% | +453+6.7% | Added |
| PBMares Wealth Management LLC | 7,260 | $1.74M | 0.36% | +10.0% | Added |
| Sunpointe, LLC | 7,264 | $1.74M | 0.88% | +12+0.2% | Added |
| Benchmark Investment Advisors LLC | 7,275 | $1.74M | 1.13% | +49+0.7% | Added |
| Highland Financial Advisors, LLC | 7,274 | $1.74M | 0.60% | +287+4.1% | Added |
| RF&L Wealth Management, LLC | 7,277 | $1.74M | 1.23% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 7,281 | $1.75M | 1.67% | +7,281 | New |
| Herbst Group, LLC | 7,295 | $1.75M | 1.09% | +210+3.0% | Added |
| Rogco, LP | 7,300 | $1.75M | 0.71% | −482−6.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,301 | $1.75M | 0.78% | −39−0.5% | Reduced |
| Financial Management Network Inc | 7,222 | $1.76M | 0.37% | −33−0.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,331 | $1.76M | 0.25% | +374+5.4% | Added |
| waypoint wealth counsel | 7,331 | $1.76M | 1.15% | +180+2.5% | Added |
| Windsor Advisory Group, LLC | 7,332 | $1.76M | 2.04% | −895−10.9% | Reduced |
| Intrua Financial, LLC | 7,339 | $1.76M | 0.29% | −216−2.9% | Reduced |
| Physicians Financial Services, Inc. | 7,347 | $1.76M | 0.53% | −25−0.3% | Reduced |
| Access Financial Services, Inc. | 7,354 | $1.76M | 0.79% | −105−1.4% | Reduced |
| Penserra Capital Management LLC | 7,358 | $1.76M | 0.03% | +5,783+367.2% | Added |
| Ridgecrest Wealth Partners, LLC | 7,357 | $1.76M | 0.96% | −1,700−18.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,365 | $1.77M | 0.44% | −7,255−49.6% | Reduced |
| Kozak & Associates, Inc. | 7,278 | $1.77M | 0.40% | −377−4.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,386 | $1.77M | 0.97% | +7,386 | New |
| R.H. Investment Group, LLC | 7,390 | $1.77M | 1.67% | +7,390 | New |