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 |
|---|---|---|---|---|---|
| Mason & Associates Inc | 7,401 | $1.77M | 0.42% | +1,106+17.6% | Added |
| Security Financial Services, INC. | 7,421 | $1.78M | 0.36% | +384+5.5% | Added |
| Milestone Asset Management, LLC | 7,431 | $1.78M | 0.39% | −1,052−12.4% | Reduced |
| Wealth Group, Ltd. | 7,435 | $1.78M | 1.15% | −15−0.2% | Reduced |
| JFS Wealth Advisors, LLC | 7,439 | $1.78M | 0.12% | −542−6.8% | Reduced |
| Argyle Capital Partners, LLC | 7,448 | $1.79M | 1.53% | +7,448 | New |
| Triad Wealth Partners, LLC | 7,459 | $1.79M | 0.65% | +7,459 | New |
| Black Diamond Financial, LLC | 7,463 | $1.79M | 0.27% | −107−1.4% | Reduced |
| Icapital Wealth LLC | 7,474 | $1.79M | 1.03% | −510−6.4% | Reduced |
| ELCO Management Co., LLC | 7,478 | $1.79M | 0.94% | −403−5.1% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,489 | $1.80M | 1.06% | −174−2.3% | Reduced |
| Veracity Capital LLC | 7,495 | $1.80M | 0.65% | −153−2.0% | Reduced |
| AllSquare Wealth Management LLC | 7,496 | $1.80M | 1.03% | −85−1.1% | Reduced |
| Sterling Investment Counsel, LLC | 7,502 | $1.80M | 1.19% | −9,235−55.2% | Reduced |
| CORDA Investment Management, LLC. | 7,506 | $1.80M | 0.14% | +265+3.7% | Added |
| Gen-Wealth Partners Inc | 7,513 | $1.80M | 0.77% | −840−10.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,524 | $1.80M | 0.18% | −813−9.8% | Reduced |
| McLean Asset Management Corp | 7,530 | $1.80M | 0.54% | +315+4.4% | Added |
| Woodard & Co Asset Management Group Inc | 7,540 | $1.81M | 0.39% | +95+1.3% | Added |
| ORBA Wealth Advisors, L.L.C. | 7,541 | $1.81M | 0.94% | −25−0.3% | Reduced |
| Five Oceans Advisors | 7,553 | $1.81M | 0.83% | +277+3.8% | Added |
| Kathmere Capital Management, LLC | 7,553 | $1.81M | 0.16% | +1,428+23.3% | Added |
| Madison Wealth Partners, Inc | 7,564 | $1.81M | 0.51% | +86+1.2% | Added |
| Bingham Private Wealth, LLC | 7,568 | $1.81M | 1.93% | +7,568 | New |
| Commons Capital, LLC | 7,570 | $1.81M | 1.65% | −123−1.6% | Reduced |
| bLong Financial, LLC | 7,575 | $1.82M | 1.50% | +7,575 | New |
| Northwest Wealth Management, LLC | 7,576 | $1.82M | 0.38% | +156+2.1% | Added |
| Hilltop Partners LLC | 7,580 | $1.82M | 0.62% | +980+14.8% | Added |
| Thrive Wealth Management, LLC | 7,584 | $1.82M | 0.33% | −57−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,591 | $1.82M | 1.19% | −96,071−92.7% | Reduced |
| Dixon Fnancial Services, Inc. | 7,595 | $1.82M | 0.99% | −16−0.2% | Reduced |
| Freemont Management S.A. | 7,600 | $1.82M | 0.89% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 7,611 | $1.82M | 0.37% | −1,197−13.6% | Reduced |
| Asset Advisors Investment Management, LLC | 7,615 | $1.83M | 0.19% | +158+2.1% | Added |
| SignalPoint Asset Management, LLC | 7,616 | $1.83M | 0.44% | +10.0% | Added |
| Live Oak Investment Partners | – | $1.83M | 1.39% | – | – |
| Silver Oak Securities, Inc | 7,656 | $1.83M | 0.17% | −38−0.5% | Reduced |
| Centerpoint Advisory Group | 7,649 | $1.83M | 1.77% | +7,649 | New |
| Atlas Capital Advisors LLC | 7,654 | $1.83M | 0.23% | +299+4.1% | Added |
| Gsa Capital Partners LLP | 7,666 | $1.84M | 0.14% | +3,672+91.9% | Added |
| General Partner, Inc. | 7,672 | $1.84M | 1.11% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 7,687 | $1.84M | 0.82% | −8−0.1% | Reduced |
| Onefund, LLC | 7,698 | $1.85M | 1.77% | +223+3.0% | Added |
| Trilogy Capital Inc. | 7,711 | $1.85M | 0.10% | +147+1.9% | Added |
| Covenant Partners, LLC | 7,713 | $1.85M | 0.57% | −5−0.1% | Reduced |
| Balyasny Asset Management LLC | 7,715 | $1.85M | 0.00% | −5,582−42.0% | Reduced |
| Edge Financial Advisors LLC | 7,720 | $1.85M | 1.65% | +30+0.4% | Added |
| Cornerstone National Bank & Trust Co | 7,730 | $1.85M | 0.85% | +42+0.5% | Added |
| Stephens Consulting, LLC | 7,764 | $1.86M | 0.47% | −5−0.1% | Reduced |
| Woodward Diversified Capital, LLC | 7,769 | $1.86M | 1.37% | −3,766−32.6% | Reduced |
| Peak Retirement Planning, Inc. | 13,433 | $1.86M | 1.26% | +13,433 | New |
| Cheviot Value Management, LLC | 7,790 | $1.87M | 0.36% | −123−1.6% | Reduced |
| Moment Partners, LLC | 7,794 | $1.87M | 0.36% | +7,794 | New |
| LVZ Advisors, Inc. | 7,807 | $1.87M | 0.24% | +268+3.6% | Added |
| ASB Consultores, LLC | 7,811 | $1.87M | 0.78% | −9−0.1% | Reduced |
| Aspen Wealth Strategies, LLC | 7,821 | $1.87M | 1.20% | −29−0.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,823 | $1.88M | 0.32% | +183+2.4% | Added |
| Alhambra Investment Partners LLC | 7,823 | $1.88M | 0.96% | −30−0.4% | Reduced |
| Potomac Fund Management Inc | 7,825 | $1.88M | 0.11% | +7,825 | New |
| OMC Financial Services LTD | 7,840 | $1.88M | 0.80% | +2,035+35.1% | Added |
| Summit Wealth & Retirement Planning, Inc. | 7,866 | $1.89M | 0.58% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 7,872 | $1.89M | 0.52% | −771−8.9% | Reduced |
| Mendel Money Management | 7,879 | $1.89M | 0.84% | −140−1.7% | Reduced |
| Unique Wealth Strategies, LLC | 7,880 | $1.89M | 0.83% | −228−2.8% | Reduced |
| Syntax Research, Inc. | 7,885 | $1.89M | 1.36% | −28−0.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,893 | $1.89M | 1.29% | −83−1.0% | Reduced |
| Proffitt & Goodson Inc | 7,915 | $1.90M | 0.31% | −35−0.4% | Reduced |
| MEMBERS Trust Co | 7,919 | $1.90M | 0.07% | −298−3.6% | Reduced |
| Cora Capital Advisors LLC | 7,921 | $1.90M | 0.92% | +20.0% | Added |
| Brucke Financial, Inc. | 7,158 | $1.91M | 1.64% | +7,158 | New |
| Neo Ivy Capital Management | 7,995 | $1.92M | 0.39% | −9,451−54.2% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $1.92M | 0.62% | 00.0% | Unchanged |
| Guerra Advisors Inc | 8,005 | $1.92M | 1.06% | +8,005 | New |
| RoundAngle Advisors LLC | 8,010 | $1.92M | 1.83% | +8,010 | New |
| McElhenny Sheffield Capital Management, LLC | 8,024 | $1.92M | 0.64% | +10+0.1% | Added |
| American State Bank (Iowa) | 8,025 | $1.92M | 1.16% | +20+0.2% | Added |
| Chancellor Financial Group WB LP | 8,030 | $1.92M | 1.55% | +8,030 | New |
| O'Brien Greene & Co. Inc | 8,031 | $1.93M | 0.63% | +138+1.7% | Added |
| Alesco Advisors LLC | 8,040 | $1.93M | 0.06% | +751+10.3% | Added |
| ABLE Financial Group, LLC | 8,057 | $1.93M | 0.57% | +24+0.3% | Added |
| Geller Advisors LLC | 8,065 | $1.93M | 0.13% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 8,071 | $1.93M | 1.13% | −762−8.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 8,074 | $1.94M | 0.60% | +1,058+15.1% | Added |
| Childress Capital Advisors, LLC | 8,087 | $1.94M | 0.54% | −52−0.6% | Reduced |
| Fielder Capital Group LLC | 8,108 | $1.94M | 0.61% | −17−0.2% | Reduced |
| Tudor Financial Inc. | 8,109 | $1.94M | 1.14% | +770+10.5% | Added |
| Garrison Point Advisors, LLC | 8,121 | $1.95M | 0.92% | +944+13.2% | Added |
| Capital Square, LLC | 7,354 | $1.95M | 1.11% | +436+6.3% | Added |
| Advisory Research Inc | 8,136 | $1.95M | 0.32% | −796−8.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 8,139 | $1.95M | 0.00% | −137−1.7% | Reduced |
| Tikehau Investment Management | 8,140 | $1.95M | 2.35% | +8,140 | New |
| One Wealth Advisors, LLC | 8,179 | $1.96M | 0.29% | +15+0.2% | Added |
| Wealth Management Associates, Inc. | 8,185 | $1.96M | 0.84% | −43−0.5% | Reduced |
| Sound Income Strategies, LLC | 8,198 | $1.97M | 0.12% | −600−6.8% | Reduced |
| Monte Financial Group, LLC | 8,198 | $1.97M | 0.84% | 00.0% | Unchanged |
| Cooper Financial Group | 8,201 | $1.97M | 0.24% | +850+11.6% | Added |
| Eqis Capital Management, Inc. | 8,201 | $1.97M | 0.16% | −23−0.3% | Reduced |
| Texas Capital Bancshares Inc | 8,211 | $1.97M | 0.79% | −470−5.4% | Reduced |
| CPA Asset Management LLC | 8,223 | $1.97M | 0.92% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 8,230 | $1.97M | 0.27% | 00.0% | Unchanged |