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
- +541 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
- 624
- 1,714 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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 2,012 | $482.3K | 0.11% | +367+22.3% | Added |
| Encompass Wealth Advisors, LLC | 2,013 | $482.4K | 0.19% | −4−0.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,013 | $482.5K | 0.01% | −63,350−96.9% | Reduced |
| Burton Enright Welch | 2,013 | $482.6K | 0.10% | +13+0.7% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,015 | $483.0K | 0.09% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2,019 | $484.1K | 0.45% | +2,019 | New |
| Acorn Financial Advisory Services Inc | 2,023 | $484.9K | 0.08% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 2,024 | $485.2K | 0.34% | +2,024 | New |
| Wealth Advisors Northwest LLC | 2,025 | $485.3K | 0.33% | +2,025 | New |
| Kercheville Advisors, LLC | 2,025 | $485.4K | 0.19% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,027 | $485.9K | 0.18% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 2,027 | $485.9K | 0.35% | +75+3.8% | Added |
| Cornerstone Select Advisors, LLC | 2,028 | $486.1K | 0.47% | +2,028 | New |
| Accelerate Investment Advisors LLC | 2,034 | $487.5K | 0.43% | +948+87.3% | Added |
| Hill Investment Group Partners, LLC | 2,036 | $488.1K | 0.07% | +2,036 | New |
| Tandem Wealth Advisors LLC | 2,039 | $488.8K | 0.25% | +59+3.0% | Added |
| Three Bridge Wealth Advisors, LLC | 2,040 | $489.0K | 0.17% | +500+32.5% | Added |
| Shira Ridge Wealth Management | 2,043 | $489.6K | 0.24% | +109+5.6% | Added |
| Litman Gregory Asset Management LLC | 2,045 | $490.2K | 0.04% | +74+3.8% | Added |
| FSA Wealth Management LLC | 2,046 | $490.5K | 0.20% | −175−7.9% | Reduced |
| BluePointe Capital Management, LLC | 2,047 | $490.7K | 0.28% | +2,047 | New |
| Nan Shan Life Insurance Co., Ltd. | 2,048 | $490.9K | 0.01% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 2,050 | $491.4K | 0.07% | +90+4.6% | Added |
| Bestgate Wealth Advisors, LLC | 2,051 | $491.6K | 0.99% | +2,051 | New |
| Beaird Harris Wealth Management, LLC | 2,053 | $492.1K | 0.04% | +449+28.0% | Added |
| Foguth Wealth Management, LLC. | 1,859 | $492.3K | 0.13% | +658+54.8% | Added |
| Kaizen Financial Strategies | 2,054 | $492.3K | 0.28% | +32+1.6% | Added |
| Catalyst Private Wealth, LLC | 2,055 | $492.6K | 0.22% | +71+3.6% | Added |
| West Chester Capital Advisors, Inc | 2,059 | $493.6K | 0.27% | +2,059 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,062 | $494.3K | 0.01% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 2,062 | $494.3K | 0.18% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,062 | $494.3K | 0.08% | +116+6.0% | Added |
| Optivise Advisory Services LLC | 2,065 | $494.9K | 0.27% | −343−14.2% | Reduced |
| Freedom Day Solutions, LLC | 2,066 | $495.1K | 0.15% | +31+1.5% | Added |
| Kagan Cocozza Asset Management | 2,066 | $495.2K | 0.41% | +2,066 | New |
| Flynn Zito Capital Management, LLC | 2,066 | $495.3K | 0.23% | +130+6.7% | Added |
| Sterling Financial Planning, Inc. | 2,068 | $495.7K | 0.18% | +112+5.7% | Added |
| Ruedi Wealth Management, Inc. | 2,068 | $495.8K | 0.16% | +41+2.0% | Added |
| Riverview Capital Advisers, LLC | 2,071 | $496.4K | 0.15% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 2,074 | $497.2K | 0.33% | −330−13.7% | Reduced |
| Dale Q Rice Investment Management Ltd | 2,076 | $497.6K | 0.22% | +2,076 | New |
| Tower Wealth Partners, Inc. | 2,080 | $498.6K | 0.26% | −51−2.4% | Reduced |
| NDVR, Inc. | 2,082 | $499.1K | 0.48% | +57+2.8% | Added |
| Inspire Advisors, LLC | 2,085 | $499.7K | 0.06% | +61+3.0% | Added |
| RPS Advisory Solutions LLC | 2,087 | $500.2K | 0.31% | −133−6.0% | Reduced |
| ORG Wealth Partners, LLC | 2,088 | $500.8K | 0.15% | −67−3.1% | Reduced |
| Sprinkle Financial Consultants LLC | 2,092 | $501.4K | 0.34% | +3+0.1% | Added |
| Summit Wealth Group, LLC | 2,094 | $502.0K | 0.15% | −120−5.4% | Reduced |
| Arcadia Investment Management Corp | 2,095 | $502.2K | 0.08% | +140+7.2% | Added |
| Southern Capital Advisors, LLC | 2,096 | $502.5K | 0.28% | +45+2.2% | Added |
| Compton Financial Group, LLC | 2,098 | $502.9K | 0.15% | 00.0% | Unchanged |
| Black Point Wealth Management | 2,100 | $503.4K | 0.58% | +6+0.3% | Added |
| Cook Wealth Management Group LLC | 1,893 | $503.4K | 0.24% | +155+8.9% | Added |
| Insight Wealth Partners, LLC | 2,105 | $504.5K | 0.32% | −257−10.9% | Reduced |
| Bensler, LLC | 2,107 | $505.1K | 0.06% | +78+3.8% | Added |
| Swisher Financial Concepts, Inc. | 2,108 | $505.3K | 0.60% | −625−22.9% | Reduced |
| KFA Private Wealth Group, LLC | 2,108 | $505.4K | 0.21% | +147+7.5% | Added |
| Broderick Brian C | 2,110 | $505.8K | 0.10% | 00.0% | Unchanged |
| Power Wealth Management LLC | 2,120 | $508.2K | 0.21% | −20−0.9% | Reduced |
| New World Advisors LLC | 2,122 | $508.8K | 0.12% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 2,130 | $510.6K | 0.25% | +2,130 | New |
| Luken Investment Analytics, LLC | 2,132 | $511.1K | 0.24% | +200+10.4% | Added |
| Forum Private Client Group LLC | 2,135 | $511.8K | 0.23% | −44−2.0% | Reduced |
| Alterna Wealth Management, Inc | 2,139 | $512.7K | 0.43% | +606+39.5% | Added |
| Rik Saylor Financial, Inc. | 2,140 | $513.0K | 0.47% | +2,140 | New |
| Bond & Devick Financial Network, Inc. | 2,435 | $513.4K | 0.22% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 2,146 | $514.4K | 0.37% | +2,146 | New |
| Cushing Capital Partners, LLC | 2,147 | $514.6K | 0.50% | +2,147 | New |
| Hickory Asset Management, Inc. | 2,148 | $514.9K | 0.44% | +2,148 | New |
| Morse Asset Management, Inc | 2,149 | $515.1K | 0.12% | −5,077−70.3% | Reduced |
| Columbus Macro, LLC | 2,149 | $515.1K | 0.07% | +509+31.0% | Added |
| Washburn Capital Management, Inc. | 2,155 | $516.6K | 0.32% | +485+29.0% | Added |
| Waterford Advisors, LLC | 2,157 | $517.1K | 0.26% | −100−4.4% | Reduced |
| Intrinsic Value Partners, LLC | 2,162 | $518.3K | 0.52% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,164 | $518.6K | 0.09% | −597−21.6% | Reduced |
| Tableaux LLC | 2,167 | $519.5K | 0.43% | +2,167 | New |
| Builder Investment Group Inc | 2,170 | $520.2K | 0.14% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 2,170 | $520.2K | 0.39% | +190+9.6% | Added |
| Fermata Advisors, LLC | 2,170 | $520.3K | 0.10% | −26−1.2% | Reduced |
| Coyle Financial Counsel LLC | 2,174 | $521.1K | 0.16% | +523+31.7% | Added |
| Ontario Teachers Pension Plan Board | 2,176 | $521.6K | 0.01% | −138−6.0% | Reduced |
| Sepio Capital, LP | 2,181 | $522.8K | 0.04% | −25−1.1% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,191 | $525.2K | 0.22% | 00.0% | Unchanged |
| Garner Asset Management Corp | 2,198 | $527.0K | 0.24% | +2+0.1% | Added |
| Cultivar Capital, Inc. | 2,200 | $527.4K | 0.46% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 2,201 | $527.6K | 0.47% | +2,201 | New |
| Axiom Financial Strategies, LLC | 2,202 | $527.8K | 0.29% | −143−6.1% | Reduced |
| Campbell Wealth Management | 2,201 | $528.0K | 0.05% | +312+16.5% | Added |
| Mindset Wealth Management, LLC | 2,204 | $528.4K | 0.19% | +50+2.3% | Added |
| Legacy Financial Group, Inc. | 2,213 | $530.5K | 0.17% | −18−0.8% | Reduced |
| Richwood Investment Advisors, LLC | 2,213 | $530.5K | 0.44% | +130+6.2% | Added |
| Genesis Private Wealth, LLC | 2,213 | $530.5K | 0.29% | +2,213 | New |
| C M Bidwell & Associates Ltd | 2,215 | $531.0K | 0.32% | −34−1.5% | Reduced |
| Stevens Capital Management LP | 2,215 | $531.0K | 0.21% | −20,509−90.3% | Reduced |
| O'Neil Global Advisors, Inc. | 2,216 | $531.0K | 0.16% | +6+0.3% | Added |
| M1 Capital Management LLC | 2,217 | $531.4K | 0.29% | +2,217 | New |
| Squire Investment Management Company, LLC | 2,218 | $531.7K | 0.23% | +129+6.2% | Added |
| Capital Market Strategies LLC | 2,220 | $532.1K | 0.31% | +57+2.6% | Added |
| Sensible Money, LLC | 2,220 | $532.2K | 0.23% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 2,222 | $532.6K | 0.16% | −147−6.2% | Reduced |