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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; 5,156 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
4,679
+540 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
623
1,715 more added
Sold out
83
1,942 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.

Institutional holdersQ4 2024: 4,679 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ4 2024: $490.0B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2024.

Institutions holding JPM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Signature Resources Capital Management, LLC474$113.7K0.10%00.0%Unchanged
GF Fund Management Co. Ltd.475$113.9K0.00%+475New
New Wave Wealth Advisors LLC495$118.7K0.05%−564−53.3%Reduced
Accordant Advisory Group Inc501$120.1K0.12%00.0%Unchanged
Pingora Partners LLC505$121.1K0.08%−158−23.8%Reduced
Moisand Fitzgerald Tamayo, LLC517$123.9K0.02%00.0%Unchanged
XY Capital Ltd528$126.6K0.14%+528New
Transcendent Capital Group LLC536$128.5K0.07%00.0%Unchanged
LGT Financial Advisors LLC545$130.6K0.29%+500+1,111.1%Added
Horrell Capital Management, Inc.547$131.0K0.04%00.0%Unchanged
REAP Financial Group, LLC552$132.2K0.03%+75+15.7%Added
Davis Capital Management555$133.1K0.11%00.0%Unchanged
EnRich Financial Partners LLC562$134.8K0.04%00.0%Unchanged
WealthTrak Capital Management LLC567$135.9K0.11%+567New
Acima Private Wealth, LLC569$136.4K0.05%00.0%Unchanged
Sherman Asset Management, Inc.576$138.1K0.13%+576New
Talon Private Wealth, LLC596$142.9K0.03%+163+37.6%Added
Creative Capital Management Investments LLC598$143.3K0.06%+411+219.8%Added
MidAtlantic Capital Management, Inc.600$143.8K0.11%−43−6.7%Reduced
West Financial Advisors, LLC603$144.5K0.03%+428+244.6%Added
Basso Capital Management, L.P.604$144.8K0.13%00.0%Unchanged
Disciplina Capital Management LLC605$145.0K0.02%+4+0.7%Added
DecisionPoint Financial, LLC610$146.2K0.04%00.0%Unchanged
Vista Private Wealth Partners. LLC623$149.2K0.06%−134−17.7%Reduced
Evolution Advisers, Inc.657$157.0K0.09%00.0%Unchanged
WPG Advisers, LLC655$157.0K0.15%+655New
Darwin Advisors, LLC657$157.6K0.05%−1,443−68.7%Reduced
Stuart Chaussee & Associates, Inc.659$157.9K0.04%+157+31.3%Added
Valley Forge Investment Consultants Inc Adv661$158.4K0.05%00.0%Unchanged
Maryland Capital Advisors Inc.675$161.8K0.08%−1−0.1%Reduced
Wolverine Asset Management LLC678$162.5K0.00%+678New
Guardian Wealth Management, Inc.697$167.1K0.11%−14−2.0%Reduced
Briaud Financial Planning, Inc704$168.0K0.07%+505+253.8%Added
Financial Life Planners700$168.0K0.14%+700New
Evelyn Partners Asset Management Ltd709$170.0K0.05%+709New
Synergy Investment Management, LLC710$170.0K0.07%+710New
Pacific Capital Wealth Advisors, Inc713$170.9K0.03%−64−8.2%Reduced
Meeder Asset Management Inc715$171.4K0.01%−36−4.8%Reduced
Tidemark, LLC725$173.8K0.07%+51+7.6%Added
Wingate Wealth Advisors, Inc.727$174.3K0.17%+727New
Painted Porch Advisors LLC727$174.4K0.09%+429+144.0%Added
Dunhill Financial, LLC735$176.2K0.08%+138+23.1%Added
Mendota Financial Group, LLC747$179.1K0.12%−95−11.3%Reduced
Valued Wealth Advisors LLC753$180.5K0.11%−120−13.7%Reduced
Promus Capital, LLC764$183.0K0.14%+764New
Graney & King, LLC773$185.2K0.14%+773New
Consultiva Wealth Management, Corp.774$185.5K0.93%+774New
TD Capital Management LLC783$187.7K0.02%−49−5.9%Reduced
Vermillion Wealth Management, Inc.790$189.3K0.10%+790New
Navigoe, LLC801$191.0K0.19%+801New
Pinney & Scofield, Inc.810$194.2K0.15%+810New
TruNorth Capital Management, LLC812$194.6K0.05%+147+22.1%Added
Principia Wealth Advisory, LLC826$198.0K0.19%+826New
Ball & Co Wealth Management Inc.831$199.0K0.16%+831New
SLT Holdings LLC835$200.2K0.19%+835New
Rahlfs Capital, LLC838$200.9K0.20%+838New
Three Cord True Wealth Management, LLC840$201.3K0.17%+840New
Peterson Wealth Management842$201.8K0.12%+842New
Davidson Kahn Capital Management, LLC842$201.8K0.19%+842New
JBGlobal.com LLC844$202.3K0.21%+844New
Peak Financial Management, Inc.846$202.8K0.06%+846New
Milestone Asset Management Group, LLC848$203.2K0.18%+848New
Rodgers & Associates, LTD848$203.3K0.02%+848New
Puzo Michael J850$203.8K0.06%+850New
Unio Capital LLC852$204.2K0.07%−419−33.0%Reduced
Confluence Investment Management LLC852$204.2K0.00%+852New
Innovative Wealth Building LLC856$205.1K0.19%+856New
Balanced Wealth Group LLC768$205.3K0.09%+768New
Beacon Financial Strategies CORP862$206.6K0.14%+862New
Runnymede Capital Advisors, Inc.862$206.6K0.18%+862New
Eastover Investment Advisors LLC863$206.9K0.10%−272−24.0%Reduced
Legend Financial Advisors, Inc.863$206.9K0.15%00.0%Unchanged
Macroview Investment Management LLC867$207.8K0.21%00.0%Unchanged
Chris Bulman Inc870$208.6K0.13%+870New
Austin Asset Management Co Inc870$208.6K0.04%+870New
Hapanowicz & Associates Financial Services, Inc872$209.0K0.10%+872New
Financial Avengers, Inc.872$209.1K0.10%+4+0.5%Added
Comprehensive Financial Planning, Inc.873$209.3K0.18%+873New
One Wealth Capital Management, LLC875$209.7K0.11%+875New
CHB Investment Group, LLC878$210.0K0.11%+878New
Spectrum Investment Advisors, Inc.878$210.5K0.14%+878New
RFG Holdings, Inc.877$210.5K0.07%+877New
Wealth Management Nebraska879$210.7K0.03%+879New
Mullaney, Keating & Wright, Inc.883$211.7K0.14%+883New
Fairman Group, LLC888$212.9K0.18%−12−1.3%Reduced
Friday Financial890$213.3K0.15%+890New
Integras Partners LLC891$213.6K0.18%+891New
Campbell Deegan Wealth Management, LLC892$213.9K0.26%+892New
Financial Guidance Group, Inc.894$214.3K0.12%+894New
Chokshi & Queen Wealth Advisors, Inc896$214.7K0.13%+896New
Trust Co of Kansas899$215.0K0.10%+899New
Pineridge Advisors LLC898$215.3K0.08%+549+157.3%Added
Barnes Wealth Management Group, Inc899$215.5K0.14%+899New
Garrison Bradford & Associates Inc900$216.0K0.23%+900New
O'Brien Wealth Partners LLC901$216.0K0.04%−88−8.9%Reduced
Schubert & Co902$216.2K0.15%+902New
Kades & Cheifetz LLC904$216.7K0.11%−68−7.0%Reduced
Disciplined Investments, LLC904$216.7K0.11%+904New
Higgins & Schmidt Wealth Strategies LLC904$216.7K0.14%+904New
Gator Capital Management, LLC905$216.9K0.08%+905New