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 |
|---|---|---|---|---|---|
| Everest Management Corp. | 1,367 | $327.7K | 0.29% | +1,367 | New |
| Entruity Wealth, LLC | 1,370 | $328.4K | 0.33% | +1,370 | New |
| Wealth Watch Advisors, INC | 1,363 | $328.7K | 0.20% | +1,363 | New |
| Retireful, LLC | 1,373 | $329.1K | 0.19% | +1,373 | New |
| Avondale Wealth Management | 1,375 | $329.6K | 0.21% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 1,376 | $329.8K | 0.28% | +1,376 | New |
| Anchor Pointe Wealth Management, LLC | 1,382 | $330.7K | 0.43% | +1,382 | New |
| Sicart Associates LLC | 1,385 | $332.0K | 0.12% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 1,385 | $332.0K | 0.20% | −180−11.5% | Reduced |
| Able Wealth Management LLC | 1,388 | $332.8K | 0.22% | +61+4.6% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,391 | $333.4K | 0.23% | +1+0.1% | Added |
| Chelsea Counsel Co | 1,392 | $333.7K | 0.17% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 1,394 | $334.2K | 0.23% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 1,394 | $334.2K | 0.37% | +1,394 | New |
| Pinnacle Financial Group, LLC | 1,396 | $334.5K | 0.13% | +314+29.0% | Added |
| Sterling Investment Management, Inc. | 1,398 | $335.1K | 0.26% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,398 | $335.1K | 0.32% | +1,398 | New |
| EWG Elevate Inc. | 1,400 | $335.6K | 0.10% | +193+16.0% | Added |
| Asset Allocation Strategies LLC | 1,221 | $336.3K | 0.08% | +10+0.8% | Added |
| MGO Private Wealth, LLC | 1,403 | $336.3K | 0.24% | −537−27.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,407 | $337.3K | 0.20% | −758−35.0% | Reduced |
| Rather & Kittrell, Inc. | 1,410 | $338.0K | 0.08% | +2+0.1% | Added |
| Skyline Advisors, Inc. | 1,413 | $338.6K | 0.13% | −421−23.0% | Reduced |
| DDD Partners, LLC | 1,416 | $339.4K | 0.04% | +38+2.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,421 | $340.6K | 0.10% | −26,119−94.8% | Reduced |
| Cypress Financial Planning LLC | 1,421 | $340.6K | 0.12% | +29+2.1% | Added |
| Dravo Bay LLC | 1,422 | $340.9K | 0.17% | 00.0% | Unchanged |
| Hobbs Wealth Management, LLC | 1,422 | $340.9K | 0.39% | +1,422 | New |
| Heritage Wealth Management, Inc./Texas | 1,422 | $340.9K | 0.20% | −91−6.0% | Reduced |
| Penobscot Wealth Management | 1,422 | $341.0K | 0.16% | +44+3.2% | Added |
| Adamsbrown Wealth Consultants LLC | 1,429 | $342.5K | 0.12% | +45+3.3% | Added |
| Enzi Wealth | 1,304 | $342.7K | 0.13% | +67+5.4% | Added |
| Alpha Zero LLC | 1,432 | $343.3K | 0.26% | +1,432 | New |
| Carlson Capital Management | 1,436 | $344.2K | 0.02% | +413+40.4% | Added |
| Yoder Wealth Management, Inc. | 1,436 | $344.2K | 0.19% | +39+2.8% | Added |
| Redwood Financial Network Corp | 1,436 | $344.3K | 0.26% | +4+0.3% | Added |
| BlueStem Wealth Partners, LLC | 1,437 | $344.3K | 0.05% | +1,437 | New |
| Tobias Financial Advisors, Inc. | 1,442 | $345.7K | 0.07% | +161+12.6% | Added |
| Acas, LLC | 1,280 | $346.2K | 0.26% | −152−10.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,447 | $346.9K | 0.31% | −217−13.0% | Reduced |
| Acorns Advisers, LLC | 1,447 | $347.0K | 0.00% | +74+5.4% | Added |
| Lighthouse Financial LLC | 1,449 | $347.3K | 0.28% | +1,449 | New |
| Catalyst Capital Advisors LLC | 1,451 | $347.8K | 0.01% | +1,325+1,051.6% | Added |
| Horizon Investment Services, LLC | 1,451 | $347.9K | 0.15% | +190+15.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,453 | $348.3K | 0.16% | +1,453 | New |
| Nova R Wealth, Inc. | 1,456 | $349.0K | 0.18% | +7+0.5% | Added |
| Fieldview Capital Management, LLC | 1,456 | $349.0K | 0.05% | +1,456 | New |
| Freestate Advisors LLC | 1,457 | $349.3K | 0.36% | −35−2.3% | Reduced |
| Wise Wealth Partners | 1,458 | $349.4K | 0.86% | +1,458 | New |
| Uptown Financial Advisors LLC | 1,458 | $349.5K | 0.38% | +1,458 | New |
| Lakeside Advisors, INC. | 1,459 | $349.6K | 0.23% | −293−16.7% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,459 | $349.7K | 0.11% | −86−5.6% | Reduced |
| Greenspring Advisors, LLC | 1,459 | $349.7K | 0.08% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,461 | $350.2K | 0.10% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,465 | $351.2K | 0.03% | −296−16.8% | Reduced |
| Cathy Pareto & Associates, Inc | 1,466 | $351.4K | 0.32% | +1,466 | New |
| Yeomans Consulting Group, Inc. | 1,466 | $351.4K | 0.13% | −48−3.2% | Reduced |
| RAM Investment Partners, LLC | 1,467 | $351.5K | 0.09% | −310−17.4% | Reduced |
| Cascade Wealth Advisors, Inc | 1,468 | $351.9K | 0.24% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 1,474 | $353.3K | 0.19% | −316−17.7% | Reduced |
| Jag Capital Management, LLC | 1,474 | $353.4K | 0.05% | +140+10.5% | Added |
| Fox Run Management, L.L.C. | 1,476 | $353.8K | 0.06% | −3,435−69.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,480 | $354.7K | 0.12% | +46+3.2% | Added |
| Paragon Financial Partners, Inc. | 1,481 | $354.9K | 0.27% | −4−0.3% | Reduced |
| Towerpoint Wealth, LLC | 1,481 | $355.0K | 0.17% | +102+7.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,484 | $355.7K | 0.24% | +60+4.2% | Added |
| Cambridge Financial Group, LLC | 1,484 | $355.8K | 0.15% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 1,488 | $356.7K | 0.30% | +1,488 | New |
| Krane Funds Advisors LLC | 1,489 | $356.9K | 0.01% | −184−11.0% | Reduced |
| Covestor Ltd | 1,489 | $357.0K | 0.22% | +28+1.9% | Added |
| Kraematon Investment Advisors, Inc | 1,489 | $357.0K | 0.35% | +7+0.5% | Added |
| LFA - Lugano Financial Advisors SA | 1,490 | $357.2K | 0.23% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,493 | $358.0K | 0.30% | −112−7.0% | Reduced |
| Seed Wealth Management, Inc. | 1,496 | $358.5K | 0.29% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 1,498 | $359.1K | 0.18% | −29−1.9% | Reduced |
| Highlander Partners, L.P. | 1,500 | $359.6K | 0.20% | 00.0% | Unchanged |
| Gouws Capital LLC | 1,500 | $359.6K | 0.25% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 1,500 | $359.6K | 0.25% | 00.0% | Unchanged |
| Colrain Capital LLC | 1,500 | $359.6K | 0.35% | +1,500 | New |
| Clientfirst Wealth Management, LLC | 1,504 | $360.5K | 0.36% | +1,504 | New |
| Prasad Wealth Partners, LLC | 1,505 | $360.8K | 0.12% | +1,505 | New |
| Sage Financial Management Group, Inc. | 1,507 | $361.0K | 0.13% | 00.0% | Unchanged |
| RS Crum Inc. | 1,506 | $361.0K | 0.09% | −2−0.1% | Reduced |
| Zevin Asset Management LLC | 1,512 | $362.0K | 0.05% | −166−9.9% | Reduced |
| Trevian Wealth Management LLC | 1,511 | $362.0K | 0.27% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 1,516 | $363.4K | 0.12% | −157−9.4% | Reduced |
| Instrumental Wealth, LLC | 1,376 | $363.7K | 0.34% | +241+21.2% | Added |
| Hobbs Group Advisors, LLC | 1,518 | $363.9K | 0.14% | −26−1.7% | Reduced |
| Ascension Capital Advisors, Inc. | 1,520 | $364.4K | 0.16% | +157+11.5% | Added |
| JFG Wealth Management, LLC | 1,522 | $364.8K | 0.08% | +1+0.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,525 | $365.0K | 0.27% | −6,036−79.8% | Reduced |
| Round Hill Asset Management | 1,527 | $366.0K | 0.26% | −1,925−55.8% | Reduced |
| Rebalance, LLC | 1,527 | $366.0K | 0.03% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,527 | $366.0K | 0.20% | +132+9.5% | Added |
| Sharp Financial Services, LLC | 1,530 | $366.6K | 0.28% | −154−9.1% | Reduced |
| New England Professional Planning Group Inc. | 1,531 | $367.0K | 0.18% | +90+6.2% | Added |
| Fearless Solutions, LLC dba Best Invest | 1,533 | $367.5K | 0.28% | +1,533 | New |
| Continuum Wealth Advisors, LLC | 1,535 | $368.0K | 0.19% | +243+18.8% | Added |
| VELA Investment Management, LLC | 1,537 | $368.4K | 0.13% | −138−8.2% | Reduced |
| Elite Life Management LLC | 1,538 | $368.6K | 1.09% | +19+1.3% | Added |