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 |
|---|---|---|---|---|---|
| Kingdom Financial Group LLC. | 1,194 | $286.3K | 0.20% | +6+0.5% | Added |
| Defined Financial Planning LLC | 1,196 | $286.7K | 0.31% | +1,196 | New |
| Capstone Capital Wealth Advisors | 1,198 | $287.2K | 0.23% | −2−0.2% | Reduced |
| Guardian Financial Partners, LLC | 1,201 | $287.9K | 0.17% | +113+10.4% | Added |
| First Wilshire Securities Management Inc | 1,203 | $288.0K | 0.08% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 1,202 | $288.1K | 0.05% | +49+4.2% | Added |
| RE Dickinson Investment Advisors, LLC | 1,205 | $288.9K | 0.16% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,206 | $289.1K | 0.29% | +1,206 | New |
| Prairiewood Capital, LLC | 1,207 | $289.4K | 0.12% | 00.0% | Unchanged |
| Hanover Advisors Inc | 1,208 | $289.6K | 0.12% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,209 | $289.8K | 0.01% | −41,688−97.2% | Reduced |
| Aspect Partners, LLC | 1,209 | $289.8K | 0.17% | −9−0.7% | Reduced |
| OMNI 360 Wealth, Inc. | 1,211 | $290.2K | 0.19% | −429−26.2% | Reduced |
| Flower City Capital | 1,211 | $290.3K | 0.18% | 00.0% | Unchanged |
| Advisory Resource Group | 1,212 | $290.5K | 0.06% | +55+4.8% | Added |
| Quad-Cities Investment Group, LLC | 1,215 | $291.2K | 0.14% | +1+0.1% | Added |
| Marshall Financial Group Inc | 1,215 | $291.3K | 0.09% | −204−14.4% | Reduced |
| Fortis Group Advisors, LLC | 1,215 | $291.4K | 0.05% | +911+299.7% | Added |
| Freedom Financial Partners LLC | 1,220 | $292.4K | 0.14% | +1,220 | New |
| Mountain Capital Investment Advisors, Inc | 1,130 | $292.9K | 0.06% | −69−5.8% | Reduced |
| Clark Financial Services Group Inc | 1,223 | $293.0K | 0.22% | +42+3.6% | Added |
| FSA Advisors, Inc. | 1,223 | $293.2K | 0.36% | −1,305−51.6% | Reduced |
| Clear Point Advisors Inc. | 1,224 | $293.4K | 0.25% | −11−0.9% | Reduced |
| Ballew Advisors, Inc | 1,204 | $294.1K | 0.19% | +2+0.2% | Added |
| Silver Oak Wealth Advisors Services, LLC | 520 | $294.8K | 0.26% | +520 | New |
| Wrenne Financial Planning LLC | 1,234 | $295.8K | 0.17% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,238 | $296.0K | 0.18% | +1+0.1% | Added |
| Coston, McIsaac & Partners | 1,238 | $296.0K | 0.09% | 00.0% | Unchanged |
| Paul R. Ried Financial Group, LLC | 1,239 | $297.0K | 0.21% | +1,239 | New |
| FMB Wealth Management | 1,239 | $297.1K | 0.17% | +4+0.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,241 | $297.6K | 0.14% | +3+0.2% | Added |
| Panoramic Investment Advisors, LLC | 1,243 | $298.0K | 0.19% | +1,243 | New |
| Ogorek Anthony Joseph | 1,247 | $298.0K | 0.09% | +5+0.4% | Added |
| G2 Capital Management, LLC | 1,247 | $298.9K | 0.09% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,248 | $299.2K | 0.03% | +50+4.2% | Added |
| Williams & Novak, LLC | 1,250 | $299.5K | 0.29% | −1,159−48.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,251 | $299.8K | 0.01% | −73−5.5% | Reduced |
| MPS Loria Financial Planners, LLC | 1,253 | $300.4K | 0.09% | +1+0.1% | Added |
| Silverberg Bernstein Capital Management LLC | 1,254 | $300.6K | 0.26% | 00.0% | Unchanged |
| Aspiring Ventures, LLC | 1,164 | $301.8K | 0.19% | +1,164 | New |
| Oregon Pacific Wealth Management, LLC | 1,259 | $301.8K | 0.30% | +1,259 | New |
| Prentiss Smith & Co Inc | 1,269 | $304.2K | 0.20% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 1,276 | $305.9K | 0.08% | −48−3.6% | Reduced |
| Mezzasalma Advisors, LLC | 1,277 | $306.1K | 0.10% | +1,277 | New |
| Wiser Wealth Management, Inc | 1,277 | $306.2K | 0.09% | +157+14.0% | Added |
| Sage Capital Management, LLC | 1,278 | $306.4K | 0.15% | −525−29.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,282 | $307.5K | 0.18% | −254−16.5% | Reduced |
| Wick Capital Partners, LLC | 1,284 | $307.7K | 0.09% | −121−8.6% | Reduced |
| Whitcomb & Hess, Inc. | 1,285 | $308.0K | 0.10% | −62−4.6% | Reduced |
| Investment Planning Advisors, Inc. | 1,285 | $308.0K | 0.13% | +1,285 | New |
| FOCUS Wealth Advisors, LLC | 1,286 | $308.3K | 0.16% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,289 | $309.0K | 0.21% | −148−10.3% | Reduced |
| Tilson Financial Group, Inc. | 1,287 | $309.0K | 0.13% | +33+2.6% | Added |
| Cannon Wealth Management Services, LLC | 1,159 | $309.3K | 0.27% | +21+1.8% | Added |
| Valued Retirements, Inc. | 1,291 | $309.5K | 0.42% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 1,292 | $309.7K | 0.23% | −6−0.5% | Reduced |
| Eaton-Cambridge Inc. | 1,294 | $310.2K | 0.14% | +8+0.6% | Added |
| Integrity Wealth Solutions LLC | 1,296 | $310.6K | 0.17% | +167+14.8% | Added |
| David Wealth Management LLC | 1,295 | $310.7K | 0.26% | +1,295 | New |
| Awm Capital, LLC | 1,297 | $310.8K | 0.04% | +104+8.7% | Added |
| USAdvisors Wealth Management, LLC | 1,301 | $311.0K | 0.10% | −91−6.5% | Reduced |
| PrairieView Partners, LLC | 1,300 | $311.0K | 0.03% | +300+30.0% | Added |
| Landing Point Financial Group, LLC | 1,130 | $311.2K | 0.24% | +1,130 | New |
| Park Circle Co | 1,300 | $311.6K | 0.28% | 00.0% | Unchanged |
| Dentgroup LLC | 1,300 | $311.7K | 0.24% | −8−0.6% | Reduced |
| Resolute Partners Group | 1,305 | $312.8K | 0.06% | +1,305 | New |
| Pring Turner Capital Group Inc | 1,305 | $312.9K | 0.21% | −20−1.5% | Reduced |
| Avion Wealth | 1,310 | $313.0K | 0.08% | +624+91.0% | Added |
| Crane Advisory, LLC | 1,291 | $314.1K | 0.06% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,312 | $314.5K | 0.04% | +1,312 | New |
| Arcus Capital Partners, LLC | 1,571 | $314.7K | 0.10% | +378+31.7% | Added |
| Sterling Manor Financial, LLC | 1,316 | $315.5K | 0.22% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 1,316 | $315.5K | 0.15% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,316 | $315.5K | 0.25% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 1,319 | $316.3K | 0.16% | +1,319 | New |
| Halter Ferguson Financial Inc. | 1,320 | $316.4K | 0.13% | −50−3.6% | Reduced |
| Perissos Private Wealth Management, LLC | 1,320 | $316.4K | 0.24% | +25+1.9% | Added |
| Tolleson Wealth Management, Inc. | 1,325 | $318.0K | 0.07% | +1,325 | New |
| Tumwater Wealth Management, LLC | 1,327 | $318.1K | 0.17% | +1,327 | New |
| Intrepid Capital Management Inc | 1,328 | $318.3K | 0.16% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 1,328 | $318.4K | 0.10% | +48+3.8% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,335 | $320.1K | 0.07% | +1,335 | New |
| Joseph P. Lucia & Associates, LLC | 1,338 | $320.7K | 0.14% | +28+2.1% | Added |
| American Institute for Advanced Investment Management, LLP | 1,338 | $320.7K | 0.24% | −443−24.9% | Reduced |
| Brogan Financial, Inc. | 1,339 | $320.9K | 0.16% | +63+4.9% | Added |
| Harbour Investment Management LLC | 1,345 | $322.4K | 0.14% | +1,345 | New |
| Whipplewood Advisors, LLC | 1,345 | $322.4K | 0.18% | +1,345 | New |
| FinDec Wealth Services, Inc. | 1,345 | $322.5K | 0.22% | +2+0.1% | Added |
| Cumberland Advisors Inc | 1,350 | $323.6K | 0.13% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 1,351 | $323.8K | 0.25% | −59−4.2% | Reduced |
| James Reed Financial Services, Inc. | 1,351 | $323.8K | 0.34% | +1,351 | New |
| Absolute Gestao de Investimentos Ltda. | 1,353 | $324.3K | 0.14% | +113+9.1% | Added |
| Hill Island Financial LLC | 1,354 | $324.6K | 0.09% | −47−3.4% | Reduced |
| IMG Wealth Management, Inc. | 1,354 | $324.6K | 0.30% | +1,354 | New |
| Kuhn & Co Investment Counsel | 1,355 | $324.9K | 0.28% | +80+6.3% | Added |
| Liberty Square Wealth Partners LLC | 1,175 | $325.1K | 0.12% | +1,175 | New |
| Gibson Capital, LLC | 1,362 | $326.5K | 0.07% | −70−4.9% | Reduced |
| Oak Ridge Investments LLC | 1,365 | $327.2K | 0.03% | −31−2.2% | Reduced |
| Plotkin Financial Advisors, LLC | 1,365 | $327.2K | 0.19% | +62+4.8% | Added |
| Lountzis Asset Management, LLC | 1,367 | $327.7K | 0.14% | 00.0% | Unchanged |