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
- 4,680
- +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
- 1,943 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Dodds Wealth, LLC | 1,658 | $435.8K | 0.14% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 1,818 | $435.8K | 0.12% | +150+9.0% | Added |
| White Lighthouse Investment Management Inc. | 1,822 | $436.8K | 0.08% | +27+1.5% | Added |
| Strategic Investment Solutions, Inc. | 2,000 | $437.5K | 0.15% | +75+3.9% | Added |
| Chickasaw Capital Management LLC | 1,826 | $438.0K | 0.02% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,829 | $438.3K | 0.15% | −80−4.2% | Reduced |
| Barings LLC | 1,829 | $438.4K | 0.01% | −238−11.5% | Reduced |
| Betterment LLC | 1,831 | $439.0K | 0.00% | +579+46.2% | Added |
| Schiavi & Co LLC | 1,833 | $439.4K | 0.17% | −2−0.1% | Reduced |
| American Financial Advisors, LLC | 1,834 | $439.6K | 0.06% | −14−0.8% | Reduced |
| Rockbridge Investment Management, LCC | 1,838 | $440.6K | 0.06% | +41+2.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,843 | $442.0K | 0.19% | 00.0% | Unchanged |
| Defender Capital, LLC. | 1,849 | $443.2K | 0.16% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 1,853 | $444.2K | 0.20% | +5+0.3% | Added |
| Wealthstar Advisors, LLC | 1,858 | $445.3K | 0.19% | +1,858 | New |
| Copperleaf Capital, LLC | 1,858 | $445.4K | 0.28% | +224+13.7% | Added |
| Bennett Associates Wealth Management | 1,860 | $445.9K | 0.37% | +693+59.4% | Added |
| Matauro, LLC | 1,861 | $446.1K | 0.10% | +1,861 | New |
| Atwater Malick LLC | 1,861 | $446.1K | 0.15% | 00.0% | Unchanged |
| Traction Financial Partners, LLC | 1,866 | $447.3K | 0.35% | +67+3.7% | Added |
| Values Added Financial LLC | 1,867 | $447.5K | 0.26% | −45−2.4% | Reduced |
| West Wealth Group, LLC | 1,868 | $447.9K | 0.13% | +541+40.8% | Added |
| Adams Wealth Management | 1,869 | $448.0K | 0.09% | 00.0% | Unchanged |
| CacheTech Inc. | 1,869 | $448.0K | 0.08% | 00.0% | Unchanged |
| Ade, LLC | 1,869 | $448.0K | 0.28% | +72+4.0% | Added |
| Prospect Financial Services LLC | 1,870 | $448.2K | 0.24% | −182−8.9% | Reduced |
| Rialto Wealth Management, LLC | 1,870 | $448.3K | 0.15% | +1,870 | New |
| Wealthspan Partners, LLC | 1,871 | $448.6K | 0.21% | −36−1.9% | Reduced |
| Dahring | Cusmano LLC | 1,872 | $448.7K | 0.41% | +1,872 | New |
| Sierra Ocean, LLC | 1,873 | $449.2K | 0.37% | +1,873 | New |
| Compass Financial Group, INC | 1,876 | $449.7K | 0.09% | −115−5.8% | Reduced |
| Roth Financial Partners LLC | 1,877 | $449.9K | 0.18% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 1,880 | $450.7K | 0.11% | +35+1.9% | Added |
| Broadwater Capital Management LLC | 1,881 | $450.9K | 0.35% | +1,300+223.8% | Added |
| Rice Hall James & Associates, LLC | 1,882 | $451.1K | 0.02% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 1,887 | $452.4K | 0.18% | +778+70.2% | Added |
| Symmetry Partners, LLC | 1,888 | $452.6K | 0.06% | +1,888 | New |
| Riverstone Advisors, LLC | 1,890 | $453.1K | 0.26% | +2+0.1% | Added |
| Gratus Wealth Advisors, LLC | 1,894 | $454.1K | 0.07% | +2+0.1% | Added |
| Vishria Bird Financial Group, LLC | 1,903 | $456.0K | 0.16% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,904 | $456.5K | 0.26% | +315+19.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,905 | $456.6K | 0.25% | +223+13.3% | Added |
| Centennial Wealth Advisory LLC | 1,905 | $456.9K | 0.18% | −56−2.9% | Reduced |
| Morling Financial Advisors, LLC | 1,907 | $457.1K | 0.16% | +27+1.4% | Added |
| Verus Financial Partners, Inc. | 1,909 | $457.8K | 0.05% | +2+0.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,911 | $458.2K | 0.18% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 1,715 | $460.0K | 0.28% | −12−0.7% | Reduced |
| Peterson Wealth Advisors, LLC | 1,891 | $460.0K | 0.08% | +88+4.9% | Added |
| Fedenia Advisers LLC | 1,921 | $460.5K | 0.27% | +1,921 | New |
| Banque de Luxembourg S.A. | 1,915 | $460.9K | 0.25% | +1,915 | New |
| Waratah Capital Advisors Ltd. | 1,924 | $461.2K | 0.03% | +1,924 | New |
| Deltec Asset Management LLC | 1,925 | $461.4K | 0.09% | −1,300−40.3% | Reduced |
| Cadent Capital Advisors, LLC | 1,926 | $461.8K | 0.16% | +268+16.2% | Added |
| Pennsylvania Capital Management Inc | 1,938 | $464.7K | 0.16% | +383+24.6% | Added |
| Sage Capital Advisors,llc | 1,940 | $465.1K | 0.12% | +1+0.1% | Added |
| Kelly Financial Services LLC | 1,943 | $465.7K | 0.17% | +135+7.5% | Added |
| Birch Financial Group, LLC | 1,943 | $465.8K | 0.52% | +1,943 | New |
| CVFG LLC | 1,944 | $466.1K | 0.43% | +1,944 | New |
| Financial Advisors Network, Inc. | 1,946 | $466.5K | 0.08% | +1,946 | New |
| Plan Group Financial, LLC | 1,947 | $466.7K | 0.25% | +74+4.0% | Added |
| Axim Planning & Wealth | 1,948 | $467.0K | 0.50% | +5+0.3% | Added |
| Lewis Asset Management, LLC | 1,948 | $467.0K | 0.36% | −110−5.3% | Reduced |
| Ascent Capital Management, LLC | 1,950 | $467.4K | 0.48% | +1,950 | New |
| Kinloch Capital, LLC | 1,952 | $467.9K | 0.23% | −350−15.2% | Reduced |
| POM Investment Strategies, LLC | 1,953 | $468.2K | 0.35% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,954 | $468.3K | 0.18% | −578−22.8% | Reduced |
| Clean Yield Group | 1,954 | $468.4K | 0.15% | +236+13.7% | Added |
| Rational Advisors LLC | 1,955 | $468.6K | 0.05% | −5,897−75.1% | Reduced |
| Permit Capital, LLC | 1,955 | $468.6K | 0.16% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,956 | $469.0K | 0.16% | +555+39.6% | Added |
| XY Planning Network, Inc. | 1,958 | $469.4K | 0.35% | +1,958 | New |
| Boothbay Fund Management, LLC | 1,959 | $469.6K | 0.01% | +428+28.0% | Added |
| Kearns & Associates LLC | 1,960 | $469.8K | 0.30% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 1,962 | $470.3K | 0.28% | +1,962 | New |
| Gill Capital Partners, LLC | 1,962 | $470.4K | 0.17% | +324+19.8% | Added |
| Noble Wealth Management PBC | 1,964 | $470.8K | 0.33% | +1,964 | New |
| Joel Adams & Associates, Inc. | 1,965 | $471.0K | 0.43% | +1,965 | New |
| Fourth Dimension Wealth, LLC | 1,965 | $471.0K | 0.25% | +1,965 | New |
| Berkshire Money Management, Inc. | 1,966 | $471.3K | 0.05% | +1,966 | New |
| Smallwood Wealth Investment Management, LLC | 1,967 | $471.5K | 0.33% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 1,977 | $474.0K | 0.31% | −18−0.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,978 | $474.2K | 0.23% | +10+0.5% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 1,981 | $474.8K | 0.22% | +97+5.1% | Added |
| Redwood Wealth Management Group, LLC | 1,981 | $475.3K | 0.23% | +1+0.1% | Added |
| Putney Financial Group LLC | 1,993 | $477.7K | 0.43% | +1,993 | New |
| WPWealth LLP | 1,994 | $478.1K | 0.10% | +919+85.5% | Added |
| Somerville Kurt F | 1,995 | $478.2K | 0.08% | 00.0% | Unchanged |
| Tuttle Tactical Management | 1,996 | $478.5K | 2.46% | +512+34.5% | Added |
| Smith & Howard Wealth Management, LLC | 1,998 | $478.9K | 0.14% | −25−1.2% | Reduced |
| Exeter Financial, LLC | 1,999 | $479.2K | 0.22% | −50−2.4% | Reduced |
| Options Solutions, LLC | 2,000 | $479.4K | 0.22% | −1,172−36.9% | Reduced |
| Shapiro Capital Management LLC | 2,000 | $479.4K | 0.02% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,000 | $479.5K | 0.27% | +330+19.8% | Added |
| Renaissance Technologies LLC | 2,008 | $479.8K | 0.00% | −252,857−99.2% | Reduced |
| Foundation Wealth Management, LLC | 2,002 | $479.9K | 0.37% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 2,005 | $480.6K | 0.06% | −144−6.7% | Reduced |
| Echo45 Advisors LLC | 1,979 | $481.5K | 0.32% | +156+8.6% | Added |
| Brighton Securities Corp. | 2,010 | $481.7K | 0.23% | +2,010 | New |
| Smith Shellnut Wilson LLC | 2,011 | $482.1K | 0.21% | +179+9.8% | Added |
| Manchester Financial Inc | 2,012 | $482.3K | 0.11% | +367+22.3% | Added |