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; 5,157 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| GEM Asset Management, LLC | 906 | $217.2K | 0.12% | +906 | New |
| Altiora Financial Group, LLC | 908 | $217.7K | 0.05% | +908 | New |
| Hoya Capital Real Estate, LLC | 910 | $218.1K | 4.12% | +910 | New |
| Attessa Capital LLC | 910 | $218.1K | 0.15% | +910 | New |
| Reliant Investment Management, LLC | 911 | $218.4K | 0.10% | +911 | New |
| David Kennon Inc | 911 | $218.4K | 0.09% | +911 | New |
| Ameraudi Asset Management, Inc. | 912 | $218.6K | 0.12% | +912 | New |
| Main Street Group, LTD | 913 | $218.9K | 0.08% | −15−1.6% | Reduced |
| WealthCare Investment Partners, LLC | 912 | $218.9K | 0.10% | +912 | New |
| Fiduciary Family Office, LLC | 915 | $219.3K | 0.07% | −12,727−93.3% | Reduced |
| New Harbor Financial Group, LLC | 915 | $219.3K | 0.07% | −85−8.5% | Reduced |
| McGrath & Associates, Inc. | 915 | $219.3K | 0.44% | +915 | New |
| Beta Wealth Group, Inc. | 918 | $220.0K | 0.10% | +918 | New |
| Boomfish Wealth Group, LLC | 918 | $220.1K | 0.13% | +918 | New |
| One River Asset Management, LLC | 920 | $220.2K | 0.33% | +920 | New |
| Virtus Investment Advisers, Inc. | 919 | $220.3K | 0.17% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 919 | $220.3K | 0.13% | +919 | New |
| Mizuho Bank, Ltd. | 920 | $220.5K | 0.06% | 00.0% | Unchanged |
| Capula Management Ltd | 924 | $221.5K | 0.00% | −1,223−57.0% | Reduced |
| Theory Financial LLC | 925 | $221.7K | 0.09% | +925 | New |
| Rock Point Advisors, LLC | 926 | $222.0K | 0.06% | −136−12.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 926 | $222.0K | 0.05% | +926 | New |
| Sander Capital Advisors Inc | 925 | $222.0K | 0.10% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 927 | $222.2K | 0.08% | +927 | New |
| 4J Wealth Management LLC | 928 | $222.5K | 0.18% | −175−15.9% | Reduced |
| Spectrum Strategic Capital Management, LLC | 933 | $223.6K | 0.14% | +933 | New |
| Astra Wealth Partners LLC | 933 | $223.6K | 0.21% | +933 | New |
| Quartz Partners, LLC | 934 | $223.9K | 0.14% | +934 | New |
| Dimension Capital Management LLC | 934 | $223.9K | 0.04% | −35−3.6% | Reduced |
| Old Mission Capital LLC | 937 | $224.6K | 0.01% | +937 | New |
| Monograph Wealth Advisors, LLC | 938 | $224.9K | 0.03% | +938 | New |
| Hoge Financial Services, LLC | 939 | $225.2K | 0.16% | +939 | New |
| Concentrum Wealth Management | 940 | $225.3K | 0.08% | +940 | New |
| Check Capital Management Inc | 941 | $225.5K | 0.01% | +941 | New |
| Synergy Financial Group, LTD | 944 | $226.3K | 0.19% | +944 | New |
| Comprehensive Money Management Services LLC | 947 | $227.0K | 0.19% | +947 | New |
| Avant Capital LLC | 947 | $227.1K | 0.19% | +947 | New |
| Noble Family Wealth, LLC | 950 | $227.4K | 0.06% | +950 | New |
| Magnolia Wealth Management, LLC | 949 | $227.5K | 0.16% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 949 | $227.5K | 0.12% | +949 | New |
| Timber Creek Capital Management LLC | 950 | $227.7K | 0.07% | 00.0% | Unchanged |
| Treasure Coast Financial Planning | 950 | $227.7K | 0.15% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 950 | $227.7K | 0.21% | 00.0% | Unchanged |
| ETF Store, Inc. | 951 | $227.9K | 0.28% | +951 | New |
| M. Kulyk & Associates, LLC | 952 | $228.2K | 0.05% | +952 | New |
| Auour Investments LLC | 854 | $228.3K | 0.08% | +854 | New |
| PFS Partners, LLC | 954 | $228.6K | 0.12% | −21−2.2% | Reduced |
| AdviceOne Advisory Services, LLC | 955 | $228.9K | 0.20% | +955 | New |
| Carroll Investors, Inc | 956 | $228.9K | 0.13% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 956 | $229.2K | 0.10% | +956 | New |
| Pure Portfolios Holdings LLC | 956 | $229.2K | 0.09% | +956 | New |
| HRC Wealth Management, LLC | 958 | $229.7K | 0.14% | +958 | New |
| Kropog Financial Group, LLC | 960 | $230.0K | 0.21% | +960 | New |
| LifePlan Investment Advisors, Inc. | 960 | $230.1K | 0.14% | −7−0.7% | Reduced |
| Corepath Wealth Partners LLC | 934 | $231.0K | 0.23% | −143−13.3% | Reduced |
| West Coast Financial LLC | 967 | $231.8K | 0.03% | −22−2.2% | Reduced |
| Fusion Family Wealth LLC | 971 | $232.7K | 0.02% | +971 | New |
| University of Texas/Texas Am Investment Managment Co | 971 | $232.8K | 0.03% | 00.0% | Unchanged |
| Aufman Associates Inc | 971 | $232.8K | 0.16% | −170−14.9% | Reduced |
| V-Square Quantitative Management LLC | 973 | $233.2K | 0.03% | −171−14.9% | Reduced |
| Members Wealth LLC | 848 | $233.5K | 0.17% | +848 | New |
| CMH Wealth Management LLC | 974 | $233.5K | 0.05% | 00.0% | Unchanged |
| WealthCollab, LLC | 974 | $233.5K | 0.15% | +5+0.5% | Added |
| Eight 31 Financial LLC | 976 | $233.9K | 0.18% | −73−7.0% | Reduced |
| Planning Alternatives Ltd | 976 | $234.0K | 0.04% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 982 | $235.4K | 0.17% | −72−6.8% | Reduced |
| Hirtle Callaghan & Co LLC | 982 | $235.4K | 0.01% | +982 | New |
| Stone House Investment Management, LLC | 983 | $235.7K | 0.06% | −145−12.9% | Reduced |
| Boston Common Asset Management, LLC | 984 | $235.9K | 0.01% | −99−9.1% | Reduced |
| Jackson Wealth Management, LLC | 983 | $236.0K | 0.03% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 988 | $236.8K | 0.11% | +5+0.5% | Added |
| Corbyn Investment Management Inc | 988 | $236.8K | 0.08% | −185−15.8% | Reduced |
| Ferguson Shapiro LLC | 989 | $237.1K | 0.09% | +989 | New |
| Financial Synergies Wealth Advisors, Inc. | 990 | $237.3K | 0.03% | −118−10.6% | Reduced |
| Oak Wealth Advisors LLC | 990 | $237.3K | 0.18% | +990 | New |
| Unconventional Investor, LLC | 996 | $238.8K | 0.14% | 00.0% | Unchanged |
| Stack Financial Management, Inc | 998 | $239.3K | 0.02% | +27+2.8% | Added |
| Hedges Asset Management LLC | 1,000 | $239.7K | 0.16% | −3,300−76.7% | Reduced |
| Windward Capital Management Co | 1,000 | $239.7K | 0.02% | 00.0% | Unchanged |
| Brandywine Trust Co | 1,000 | $239.7K | 0.04% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 1,000 | $239.7K | 0.16% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 1,000 | $239.7K | 0.07% | 00.0% | Unchanged |
| Gruss & Co., LLC | 1,000 | $239.7K | 1.02% | +1,000 | New |
| Shay Capital LLC | 1,000 | $239.7K | 0.06% | +1,000 | New |
| Stonebridge Capital Management Inc | 1,000 | $240.0K | 0.10% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,000 | $240.0K | 0.08% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 1,002 | $240.2K | 0.19% | +1,002 | New |
| Chase Investment Counsel Corp | 1,006 | $241.0K | 0.08% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 987 | $241.1K | 0.12% | −454−31.5% | Reduced |
| Standard Family Office LLC | 1,011 | $242.3K | 0.29% | 00.0% | Unchanged |
| MAS Advisors LLC | 1,011 | $242.4K | 0.41% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,018 | $244.0K | 0.04% | −6−0.6% | Reduced |
| Alamar Capital Management, LLC | 1,020 | $244.5K | 0.13% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,022 | $244.8K | 0.17% | +1,022 | New |
| ACT Advisors, LLC. | 1,025 | $245.6K | 0.13% | +1,025 | New |
| Signal Tree Financial Partners LLC | 1,026 | $245.9K | 0.29% | +1,026 | New |
| New Millennium Group LLC | 1,027 | $246.2K | 0.14% | −9,447−90.2% | Reduced |
| Ironsides Asset Advisors, LLC | 1,031 | $247.2K | 0.07% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,037 | $248.6K | 0.06% | +49+5.0% | Added |
| CogentBlue Wealth Advisors, LLC | 1,039 | $249.1K | 0.22% | +1,039 | New |