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 |
|---|---|---|---|---|---|
| Pacific Sage Partners, LLC | 1,041 | $249.5K | 0.06% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 1,041 | $249.6K | 0.04% | +1,041 | New |
| Lawson Kroeker Investment Management Inc | 1,042 | $249.8K | 0.05% | −500−32.4% | Reduced |
| Jupiter Wealth Management LLC | 1,042 | $249.8K | 0.13% | +468+81.5% | Added |
| Verity Asset Management, Inc. | 1,282 | $250.0K | 0.14% | +7+0.5% | Added |
| Brueske Advisory Services, LLC | 1,043 | $250.0K | 0.22% | +1,043 | New |
| Wade Financial Advisory, Inc | 1,044 | $250.3K | 0.08% | 00.0% | Unchanged |
| Human Investing LLC | 1,045 | $250.5K | 0.04% | −53−4.8% | Reduced |
| ZynergyRetirementPlanningLLC | 1,189 | $250.7K | 0.18% | 00.0% | Unchanged |
| GatePass Capital, LLC | 1,049 | $251.4K | 0.27% | +1,049 | New |
| Prevail Innovative Wealth Advisors, LLC | 1,050 | $251.7K | 0.07% | −100−8.7% | Reduced |
| Richmond Investment Services, LLC | 1,050 | $251.7K | 0.14% | +1,050 | New |
| Comprehensive Financial Management LLC | 1,053 | $252.4K | 0.01% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 1,053 | $252.5K | 0.13% | −153−12.7% | Reduced |
| East Coast Asset Management, LLC. | 1,056 | $253.1K | 0.08% | −100−8.7% | Reduced |
| Opes Wealth Management LLC | 1,056 | $253.1K | 0.05% | +1,056 | New |
| SWP Financial LLC | 1,059 | $253.9K | 0.15% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 1,062 | $254.6K | 0.24% | −15−1.4% | Reduced |
| O'Connor Financial Group LLC | 1,063 | $254.8K | 0.13% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,065 | $255.0K | 0.13% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,064 | $255.1K | 0.06% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,064 | $255.1K | 0.14% | +6+0.6% | Added |
| Newton One Investments LLC | 1,065 | $255.2K | 0.10% | +6+0.6% | Added |
| Templeton & Phillips Capital Management, LLC | 1,065 | $255.3K | 0.20% | 00.0% | Unchanged |
| Epiq Partners, LLC | 1,068 | $256.0K | 0.14% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,068 | $256.0K | 0.07% | +39+3.8% | Added |
| TABR Capital Management, LLC | 1,070 | $256.6K | 0.22% | +1,070 | New |
| Vantage Point Financial LLC | 1,072 | $257.0K | 0.14% | +1,072 | New |
| Capstone Wealth Management Group, LLC | 1,072 | $257.1K | 0.14% | +2+0.2% | Added |
| Cura Wealth Advisors, LLC | 1,074 | $257.4K | 0.11% | +1,074 | New |
| Annandale Capital, LLC | 1,075 | $258.0K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,077 | $258.2K | 0.07% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,078 | $258.4K | 0.09% | −170−13.6% | Reduced |
| Retirement Planning Group, LLC | 1,080 | $258.9K | 0.29% | +1,080 | New |
| Fortis Advisors, LLC | 1,081 | $259.1K | 0.17% | +1,081 | New |
| Lifestyle Asset Management, Inc. | 1,083 | $259.6K | 0.14% | +46+4.4% | Added |
| McClarren Financial Advisors, Inc. | 1,085 | $260.0K | 0.73% | +3+0.3% | Added |
| Longview Financial Advisors LLC | 1,090 | $261.3K | 0.18% | +1,090 | New |
| MA Private Wealth | 1,093 | $262.0K | 0.05% | −15−1.4% | Reduced |
| 25 LLC | 1,094 | $262.3K | 0.11% | +2+0.2% | Added |
| ShoreHaven Wealth Partners, LLC | 1,096 | $262.9K | 0.12% | +5+0.5% | Added |
| Petra Financial Advisors Inc | 1,099 | $263.4K | 0.18% | −61−5.3% | Reduced |
| Leonteq Securities AG | 1,100 | $263.7K | 0.03% | −18,027−94.2% | Reduced |
| Wealthcare Capital Management LLC | 1,101 | $263.9K | 0.03% | +148+15.5% | Added |
| Novus Advisors, LLC | 1,103 | $264.5K | 0.26% | +1,103 | New |
| Westbourne Investments, Inc. | 1,105 | $264.8K | 0.16% | +1,105 | New |
| AAFCPAs Wealth Management, LLC | 1,105 | $265.0K | 0.13% | +115+11.6% | Added |
| Arrowroot Family Office, LLC | 1,109 | $265.7K | 0.14% | −34−3.0% | Reduced |
| Eagle Capital Management LLC | 1,109 | $265.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,109 | $265.9K | 0.06% | −61−5.2% | Reduced |
| Parkwoods Wealth Partners, LLC | 1,110 | $266.1K | 0.21% | 00.0% | Unchanged |
| LPWM LLC | 1,110 | $266.1K | 0.09% | 00.0% | Unchanged |
| Jim Saulnier & Associates, LLC | 1,110 | $266.1K | 0.23% | +2+0.2% | Added |
| VanderPol Investments L.L.C. | 1,111 | $266.3K | 0.58% | +83+8.1% | Added |
| Stonehearth Capital Management, LLC | 1,114 | $267.0K | 0.11% | 00.0% | Unchanged |
| Auxier Asset Management | 1,115 | $267.3K | 0.04% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 1,120 | $268.4K | 0.21% | +1,120 | New |
| ADG Wealth Management Group, LLC | 1,121 | $268.8K | 0.24% | +1,121 | New |
| Bellecapital International Ltd. | 1,123 | $269.2K | 0.05% | −17−1.5% | Reduced |
| Bellwether Advisors, LLC | 1,123 | $269.3K | 0.05% | +88+8.5% | Added |
| Nautilus Advisors LLC | 1,125 | $269.6K | 0.21% | +1,125 | New |
| Swan Global Investments, LLC | 1,128 | $270.4K | 0.01% | +1,128 | New |
| JDH Wealth Management, LLC | 1,129 | $270.6K | 0.24% | +1,129 | New |
| Conrad Siegel Investment Advisors, Inc. | 1,131 | $271.2K | 0.07% | −30−2.6% | Reduced |
| PCG Wealth Advisors, LLC | 1,133 | $271.5K | 0.10% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,133 | $271.6K | 0.26% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,136 | $272.3K | 0.09% | +485+74.5% | Added |
| Orgel Wealth Management, LLC | 1,137 | $272.6K | 0.01% | +22+2.0% | Added |
| Custos Family Office, LLC | 1,138 | $272.9K | 0.10% | +1,138 | New |
| Parkshore Wealth Management, Inc. | 1,139 | $273.0K | 0.16% | +1,139 | New |
| Websterrogers Financial Advisors, LLC | 1,147 | $275.1K | 0.10% | +1,147 | New |
| TPG Financial Advisors, LLC | 1,149 | $275.4K | 0.12% | −55−4.6% | Reduced |
| Fidato Wealth LLC | 1,149 | $275.4K | 0.21% | +1,149 | New |
| Leslie Global Wealth, LLC | 1,151 | $275.9K | 0.13% | +13+1.1% | Added |
| Creekmur Asset Management LLC | 1,151 | $275.9K | 0.06% | +1+0.1% | Added |
| Aurdan Capital Management, LLC | 1,154 | $276.6K | 0.11% | +1,154 | New |
| MTM Financial Group, LLC | 1,157 | $277.3K | 0.17% | 00.0% | Unchanged |
| Equita Financial Network, Inc. | 1,158 | $277.6K | 0.10% | +88+8.2% | Added |
| Satovsky Asset Management LLC | 1,136 | $278.0K | 0.06% | −286−20.1% | Reduced |
| Hoese & Co LLP | 1,160 | $278.1K | 0.24% | +675+139.2% | Added |
| Significant Wealth Partners LLC | 1,162 | $278.4K | 0.14% | +8+0.7% | Added |
| Vestia Personal Wealth Advisors | 1,163 | $278.9K | 0.23% | +130+12.6% | Added |
| Iron Horse Wealth Management, LLC | 1,165 | $279.4K | 0.09% | +10+0.9% | Added |
| Prairie Wealth Advisors, Inc. | 1,166 | $279.6K | 0.13% | −34−2.8% | Reduced |
| Dash Acquisitions Inc. | 1,047 | $279.7K | 0.06% | +1,047 | New |
| AIFG Consultants Ltd. | 1,173 | $281.2K | 0.46% | −2−0.2% | Reduced |
| Financial Advisory Corp | 1,174 | $281.5K | 0.05% | +1,174 | New |
| Arista Wealth Management, LLC | 1,175 | $281.7K | 0.07% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,175 | $281.7K | 0.05% | +105+9.8% | Added |
| Austin Wealth Management, LLC | 1,087 | $281.7K | 0.06% | +1,087 | New |
| Saxony Capital Management, LLC | 1,184 | $283.8K | 0.25% | +1+0.1% | Added |
| Act Wealth Management, LLC | 1,184 | $283.8K | 0.13% | −118−9.1% | Reduced |
| Kelly Financial Group LLC | 1,185 | $284.1K | 0.10% | +1,185 | New |
| Veridan Wealth LLC | 1,065 | $284.2K | 0.13% | +1,065 | New |
| Cutler Capital Management, LLC | 1,188 | $284.8K | 0.10% | +688+137.6% | Added |
| Avid Wealth Partners LLC | 1,189 | $285.0K | 0.20% | +90+8.2% | Added |
| Afg Fiduciary Services Limited Partnership | 1,130 | $285.2K | 0.20% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 1,191 | $285.5K | 0.14% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 1,191 | $285.5K | 0.28% | +1,191 | New |
| Momentous Wealth Management, Inc. | 1,193 | $286.0K | 0.24% | +1,193 | New |