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 |
|---|---|---|---|---|---|
| Ridgepath Capital Management LLC | 1,541 | $369.4K | 0.17% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,541 | $369.4K | 0.28% | +404+35.5% | Added |
| Cannon Financial Strategists, Inc. | 1,542 | $369.6K | 0.06% | +97+6.7% | Added |
| R. W. Roge & Company, Inc. | 1,546 | $370.0K | 0.20% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,546 | $370.7K | 0.15% | +43+2.9% | Added |
| International Private Wealth Advisors LLC | 1,550 | $371.5K | 0.37% | +1,550 | New |
| Bourne Lent Asset Management Inc | 1,550 | $371.6K | 0.14% | 00.0% | Unchanged |
| Stark Wealth Management LLC | 1,550 | $371.6K | 0.27% | +1,550 | New |
| Sykon Capital LLC | 1,555 | $372.7K | 0.13% | +164+11.8% | Added |
| Gitterman Wealth Management, LLC | 1,557 | $373.2K | 0.16% | +10+0.6% | Added |
| Capital Counsel LLC | 1,560 | $373.9K | 0.02% | −50−3.1% | Reduced |
| Kendall Capital Management | 1,561 | $374.2K | 0.11% | −35−2.2% | Reduced |
| Lutz Financial Services LLC | 1,571 | $376.6K | 0.03% | −14−0.9% | Reduced |
| Prudent Investors Network | 1,572 | $376.8K | 0.11% | −39−2.4% | Reduced |
| Front Street Capital Management, Inc. | 1,576 | $378.0K | 0.07% | −45−2.8% | Reduced |
| Fulcrum Equity Management | 1,578 | $378.3K | 0.37% | −1,555−49.6% | Reduced |
| Keener Financial Planning LLC | 1,582 | $379.0K | 0.22% | 00.0% | Unchanged |
| Rockport Wealth LLC | 1,639 | $379.3K | 0.17% | +73+4.7% | Added |
| Shilanski & Associates, Inc. | 1,591 | $381.4K | 0.12% | −4−0.3% | Reduced |
| New Perspectives, Inc | 1,593 | $381.8K | 0.20% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,594 | $382.1K | 0.35% | +100+6.7% | Added |
| Lavaca Capital LLC | 1,597 | $382.8K | 0.17% | +590+58.6% | Added |
| MN Wealth Advisors, LLC | 1,599 | $383.4K | 0.22% | −45,648−96.6% | Reduced |
| Private Capital Advisors, Inc. | 1,600 | $383.5K | 0.05% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,602 | $384.0K | 0.75% | +1,119+231.7% | Added |
| Grantvest Financial Group LLC | 1,605 | $384.8K | 0.43% | +1,605 | New |
| Centiva Capital, LP | 1,607 | $385.2K | 0.01% | −49,030−96.8% | Reduced |
| UMA Financial Services, Inc. | 1,611 | $386.2K | 0.07% | +70+4.5% | Added |
| Future You Wealth LLC | 1,615 | $387.0K | 0.27% | +1,615 | New |
| Lincoln Capital Corp | 1,615 | $387.2K | 0.16% | −21−1.3% | Reduced |
| Petix & Botte Co | 1,616 | $387.4K | 0.10% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,617 | $387.6K | 0.10% | −9−0.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,625 | $389.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,625 | $389.5K | 0.18% | −36−2.2% | Reduced |
| Solano Wealth Investment Advisors LLC | 1,626 | $389.7K | 0.23% | +1,626 | New |
| AlphaMark Advisors, LLC | 1,625 | $390.0K | 0.17% | +170+11.7% | Added |
| McGowan Group Asset Management, Inc. | 1,629 | $390.5K | 0.05% | −19−1.2% | Reduced |
| Private Wealth Management Group, LLC | 1,629 | $390.5K | 0.15% | −3−0.2% | Reduced |
| Foundation Wealth Management, LLC | 1,636 | $392.1K | 0.19% | +1,636 | New |
| Matthew Goff Investment Advisor, LLC | 1,640 | $393.1K | 0.07% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,642 | $393.6K | 0.18% | +256+18.5% | Added |
| Edmp, Inc. | 1,645 | $394.3K | 0.37% | +356+27.6% | Added |
| Rakuten Securities, Inc. | 1,645 | $394.3K | 0.16% | +919+126.6% | Added |
| Baskin Financial Services Inc. | 1,654 | $396.0K | 0.03% | −158−8.7% | Reduced |
| CapitalatWork S.A. | – | $397.0K | 0.01% | – | – |
| Tanglewood Legacy Advisors, LLC | 1,657 | $397.2K | 0.17% | +1,384+507.0% | Added |
| Sterling Financial Group, Inc. | 1,659 | $397.7K | 0.15% | −12−0.7% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,673 | $401.0K | 0.16% | 00.0% | Unchanged |
| GK Wealth Management LLC | 1,674 | $401.3K | 0.51% | +1,674 | New |
| Graham Capital Wealth Management, LLC | 1,675 | $401.5K | 0.35% | +3+0.2% | Added |
| Riverwater Partners LLC | 1,675 | $401.5K | 0.20% | +9+0.5% | Added |
| Elm3 Financial Group, LLC | 1,675 | $401.6K | 0.34% | +1,675 | New |
| Independent Family Office, LLC | 1,680 | $402.5K | 0.21% | −1,000−37.3% | Reduced |
| Mustard Seed Financial, LLC | 1,689 | $404.8K | 0.33% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 1,692 | $405.5K | 0.13% | +3+0.2% | Added |
| KWMG, LLC | 1,694 | $406.1K | 0.04% | −2−0.1% | Reduced |
| AlphaCentric Advisors LLC | 1,696 | $406.5K | 0.41% | −104−5.8% | Reduced |
| Echo Wealth Management, LLC | 1,700 | $407.5K | 0.28% | −171−9.1% | Reduced |
| Bell Investment Advisors, Inc | 1,703 | $408.2K | 0.08% | +52+3.1% | Added |
| Riggs Asset Managment Co. Inc. | 1,714 | $410.2K | 0.11% | +371+27.6% | Added |
| Toth Financial Advisory Corp | 1,715 | $411.0K | 0.05% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 1,715 | $411.2K | 0.22% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,716 | $411.4K | 0.35% | +634+58.6% | Added |
| Delta Wealth Advisors LLC | 1,719 | $412.1K | 0.39% | +31+1.8% | Added |
| Widmann Financial Services, Inc. | 1,720 | $412.2K | 0.32% | −13−0.8% | Reduced |
| Asset Management Group, Inc. | 1,720 | $412.3K | 0.07% | +9+0.5% | Added |
| LifeWealth Investments, LLC | 1,722 | $412.8K | 0.27% | +1,722 | New |
| Flaharty Asset Management, LLC | 1,725 | $413.4K | 0.06% | +851+97.4% | Added |
| Gordian Advisors LLC | 1,727 | $414.0K | 0.33% | −75−4.2% | Reduced |
| Sageworth Trust Co | 1,727 | $414.0K | 0.03% | −1,133−39.6% | Reduced |
| Lokken Investment Group LLC | 1,727 | $414.0K | 0.18% | +48+2.9% | Added |
| Level Financial Advisors, Inc. | 1,728 | $414.2K | 0.15% | 00.0% | Unchanged |
| Tobam | 1,732 | $415.0K | 0.13% | −157−8.3% | Reduced |
| Independent Wealth Network Inc. | 1,733 | $415.5K | 0.17% | +80+4.8% | Added |
| North Ridge Wealth Advisors, Inc. | 1,736 | $416.1K | 0.29% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 1,738 | $416.6K | 0.67% | +128+8.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,740 | $417.1K | 0.22% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,749 | $419.3K | 0.14% | +21+1.2% | Added |
| Triumph Capital Management | 1,751 | $419.7K | 0.14% | +46+2.7% | Added |
| Sanchez Wealth Management Group | 1,754 | $420.5K | 0.11% | +9+0.5% | Added |
| Argonautica Private Wealth Management, Inc | 1,755 | $420.7K | 0.14% | −30−1.7% | Reduced |
| May Barnhard Investments LLC | 1,757 | $421.2K | 0.20% | −50−2.8% | Reduced |
| Potentia Wealth | 1,758 | $421.4K | 0.19% | +1,758 | New |
| Innova Wealth Partners | 1,760 | $421.9K | 0.27% | +1,760 | New |
| Ledgewood Wealth Advisors, LLC | 1,760 | $422.0K | 0.27% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 1,763 | $422.6K | 0.08% | −488−21.7% | Reduced |
| Worth Asset Management, LLC | 1,769 | $424.0K | 0.23% | +36+2.1% | Added |
| Lanham O'Dell & Company, Inc. | 1,771 | $424.5K | 0.23% | +1+0.1% | Added |
| Clarkston Capital Partners, LLC | 1,773 | $425.1K | 0.01% | −193−9.8% | Reduced |
| IMZ Advisory Inc | 1,783 | $427.5K | 0.20% | +46+2.6% | Added |
| BIP Alliance, LLC | 1,789 | $428.8K | 0.18% | +1,789 | New |
| CFC Planning Co LLC | 1,789 | $429.0K | 0.46% | +1,789 | New |
| IronBridge Private Wealth, LLC | 1,794 | $429.9K | 0.16% | +9+0.5% | Added |
| WT Wealth Management | 1,799 | $431.3K | 0.14% | −12−0.7% | Reduced |
| Crestline Management, LP | 1,800 | $431.5K | 0.02% | +100+5.9% | Added |
| Curtis Advisory Group, LLC | 1,800 | $431.5K | 0.11% | +300+20.0% | Added |
| Lipe & Dalton | 1,800 | $432.0K | 0.23% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 1,805 | $432.8K | 0.25% | +21+1.2% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,807 | $433.2K | 0.15% | +1,807 | New |
| Wisconsin Wealth Advisors, LLC | 1,813 | $434.7K | 0.64% | +1,813 | New |