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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 77,538 | $18.6M | 0.34% | +720+0.9% | Added |
| Twinbeech Capital LP | 77,314 | $18.5M | 0.32% | +54,892+244.8% | Added |
| Principal Securities, Inc. | 77,193 | $18.5M | 0.42% | +4,148+5.7% | Added |
| Ritholtz Wealth Management | 77,147 | $18.5M | 0.54% | +4,000+5.5% | Added |
| Tompkins Financial Corp | 76,572 | $18.4M | 1.71% | −148−0.2% | Reduced |
| NatWest Group plc | 76,324 | $18.3M | 5.41% | −2,532−3.2% | Reduced |
| Interval Partners, LP | 76,152 | $18.3M | 0.47% | +76,152 | New |
| Signaturefd, LLC | 75,949 | $18.2M | 0.35% | +2,082+2.8% | Added |
| Community Bank, N.A. | 75,821 | $18.2M | 2.33% | −1,577−2.0% | Reduced |
| Core Alternative Capital | 75,566 | $18.1M | 3.79% | −5,827−7.2% | Reduced |
| North Star Asset Management Inc | 75,245 | $18.0M | 0.80% | −1,269−1.7% | Reduced |
| Alerus Financial NA | 75,151 | $18.0M | 1.38% | −39,467−34.4% | Reduced |
| Stockman Wealth Management, Inc. | 75,100 | $18.0M | 2.82% | −805−1.1% | Reduced |
| Voleon Capital Management LP | 75,087 | $18.0M | 1.34% | +75,087 | New |
| GLOBALT Investments LLC | 74,742 | $17.9M | 0.69% | −1,129−1.5% | Reduced |
| Diversified Trust Co | 74,631 | $17.9M | 0.44% | +1,308+1.8% | Added |
| Burns J W & Co Inc | 74,622 | $17.9M | 2.28% | −1,815−2.4% | Reduced |
| VGI Partners Ltd | 74,593 | $17.9M | 1.81% | −39,203−34.5% | Reduced |
| Circle Wealth Management, LLC | 74,575 | $17.9M | 0.38% | −590−0.8% | Reduced |
| Pictet North America Advisors SA | 74,135 | $17.8M | 1.69% | −6,872−8.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 73,997 | $17.7M | 3.36% | +2,522+3.5% | Added |
| Sterling Capital Management LLC | 73,257 | $17.6M | 0.24% | −10,427−12.5% | Reduced |
| BTC Capital Management, Inc. | 73,274 | $17.6M | 1.63% | −5,273−6.7% | Reduced |
| Altrafin AG | 73,195 | $17.5M | 6.08% | −909−1.2% | Reduced |
| JB Capital LLC | 73,091 | $17.5M | 0.98% | +1,253+1.7% | Added |
| SlateStone Wealth, LLC | 73,032 | $17.5M | 1.72% | +1,156+1.6% | Added |
| Heritage Trust Co | 72,881 | $17.5M | 2.06% | +72,881 | New |
| Iowa State Bank | 72,877 | $17.5M | 3.63% | −472−0.6% | Reduced |
| Caisse des Depots Et Consignations | 72,753 | $17.4M | 0.86% | +72,753 | New |
| Cohen Klingenstein LLC | 72,700 | $17.4M | 0.60% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 72,523 | $17.4M | 0.16% | +861+1.2% | Added |
| Leith Wheeler Investment Counsel Ltd. | 72,521 | $17.4M | 1.26% | +2,718+3.9% | Added |
| Hudson Valley Investment Advisors Inc | 72,508 | $17.4M | 1.97% | −5,244−6.7% | Reduced |
| Sowell Financial Services LLC | 72,331 | $17.3M | 0.91% | −2,335−3.1% | Reduced |
| BDF-Gestion | 72,211 | $17.3M | 1.79% | +72,211 | New |
| Legacy Private Trust Co. | 72,206 | $17.3M | 1.13% | +2,249+3.2% | Added |
| Connors Investor Services Inc | 71,723 | $17.2M | 1.61% | +2,612+3.8% | Added |
| Everence Capital Management Inc | 71,665 | $17.2M | 1.12% | −12,040−14.4% | Reduced |
| Caldwell Trust Co | 71,528 | $17.1M | 1.79% | −776−1.1% | Reduced |
| Hollencrest Capital Management | 71,526 | $17.1M | 0.69% | −149−0.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 71,289 | $17.1M | 0.85% | +2,989+4.4% | Added |
| Richard C. Young & CO., LTD. | 71,250 | $17.1M | 1.86% | +18,901+36.1% | Added |
| 1st Source Bank | 71,194 | $17.1M | 0.98% | −1,140−1.6% | Reduced |
| Sigma Planning Corp | 70,958 | $17.0M | 0.53% | −36−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 70,920 | $17.0M | 1.15% | +1,758+2.5% | Added |
| Cape Cod Five Cents Savings Bank | 80,099 | $16.9M | 1.50% | 00.0% | Unchanged |
| First American Trust, FSB | 70,427 | $16.9M | 1.68% | −36,415−34.1% | Reduced |
| Strategy Asset Managers LLC | 70,313 | $16.9M | 3.27% | −1,017−1.4% | Reduced |
| Woodstock Corp | 70,207 | $16.8M | 1.62% | −784−1.1% | Reduced |
| PFG Investments, LLC | 69,987 | $16.8M | 1.04% | −124−0.2% | Reduced |
| Eagle Ridge Investment Management | 69,862 | $16.7M | 1.46% | +709+1.0% | Added |
| Winslow Asset Management Inc | 69,747 | $16.7M | 3.33% | −2,897−4.0% | Reduced |
| Transcend Wealth Collective, LLC | 69,719 | $16.7M | 1.21% | −10,019−12.6% | Reduced |
| Red Door Wealth Management, LLC | 69,670 | $16.7M | 2.56% | +4,776+7.4% | Added |
| Allied Investment Advisors, LLC | 69,510 | $16.7M | 3.36% | −2,913−4.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 69,408 | $16.6M | 1.24% | −318−0.5% | Reduced |
| Cypress Capital Group | 69,404 | $16.6M | 2.04% | −1,360−1.9% | Reduced |
| Avitas Wealth Management LLC | 69,127 | $16.6M | 2.29% | +385+0.6% | Added |
| Copeland Capital Management, LLC | 68,809 | $16.5M | 0.31% | −10,672−13.4% | Reduced |
| Banque Pictet & Cie SA | 68,798 | $16.5M | 0.16% | +30,580+80.0% | Added |
| Artemis Investment Management LLP | 68,791 | $16.5M | 0.23% | 00.0% | Unchanged |
| Spinnaker Trust | 68,603 | $16.4M | 1.04% | −408−0.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 68,520 | $16.4M | 3.01% | +104+0.2% | Added |
| Strategic Wealth Partners, Ltd. | 59,329 | $16.4M | 1.36% | +7,143+13.7% | Added |
| Zuckerman Investment Group, LLC | 61,301 | $16.4M | 1.57% | +728+1.2% | Added |
| Essex Financial Services, Inc. | 68,188 | $16.3M | 1.15% | +1,596+2.4% | Added |
| Greenwood Gearhart Inc | 68,098 | $16.3M | 1.13% | +3,251+5.0% | Added |
| Clarity Financial LLC | 68,046 | $16.3M | 1.95% | −1,319−1.9% | Reduced |
| Eagle Rock Investment Company, LLC | 68,016 | $16.3M | 2.71% | −505−0.7% | Reduced |
| Westpac Banking Corp | 67,292 | $16.1M | 1.07% | −395−0.6% | Reduced |
| Buffington Mohr McNeal | 67,168 | $16.1M | 2.67% | −740−1.1% | Reduced |
| Teamwork Financial Advisors, LLC | 67,110 | $16.1M | 2.10% | +2,254+3.5% | Added |
| Haverford Financial Services, Inc. | 67,079 | $16.1M | 4.90% | +233+0.3% | Added |
| Meeder Advisory Services, Inc. | 67,066 | $16.1M | 1.00% | +289+0.4% | Added |
| Intellus Advisors LLC | 67,001 | $16.1M | 2.78% | +67,001 | New |
| Barbara Oil Co. | 67,500 | $16.1M | 6.66% | +500+0.7% | Added |
| Wellington Shields Capital Management, LLC | 66,963 | $16.1M | 2.84% | +463+0.7% | Added |
| JCIC Asset Management Inc. | 66,946 | $16.0M | 6.50% | +1,030+1.6% | Added |
| Country Club Bank | 67,035 | $16.0M | 1.07% | +505+0.8% | Added |
| DSG Capital Advisors, LLC | 66,838 | $16.0M | 2.90% | +66,838 | New |
| Bank of Nova Scotia Trust Co | 66,833 | $16.0M | 1.69% | −1,302−1.9% | Reduced |
| Naples Global Advisors, LLC | 66,675 | $16.0M | 1.49% | −440−0.7% | Reduced |
| Buckingham Strategic Partners | 66,209 | $15.9M | 0.27% | +16,799+34.0% | Added |
| Shell Asset Management Co | 66,164 | $15.9M | 0.69% | +179+0.3% | Added |
| Mitchell Capital Management Co | 66,123 | $15.9M | 2.78% | +4,274+6.9% | Added |
| River Wealth Advisors LLC | 65,790 | $15.8M | 2.09% | +1,787+2.8% | Added |
| Matthew 25 Management Corp | 65,750 | $15.8M | 5.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 58,751 | $15.7M | 0.74% | −5,151−8.1% | Reduced |
| Camden National Bank | 65,458 | $15.7M | 2.35% | −1,590−2.4% | Reduced |
| SFE Investment Counsel | 65,433 | $15.7M | 3.33% | −1,166−1.8% | Reduced |
| David Loasby | 65,307 | $15.7M | 1.44% | −110−0.2% | Reduced |
| Farmers National Bank | 65,249 | $15.6M | 4.56% | +65,249 | New |
| PEAK6 LLC | 65,146 | $15.6M | 0.61% | +65,146 | New |
| Telos Capital Management, Inc. | 64,830 | $15.5M | 1.66% | −10,522−14.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 64,808 | $15.5M | 0.48% | −10,441−13.9% | Reduced |
| Griffin Asset Management, Inc. | 64,638 | $15.5M | 1.82% | −2,867−4.2% | Reduced |
| Princeton Global Asset Management LLC | 64,411 | $15.4M | 2.89% | +617+1.0% | Added |
| Fagan Associates, Inc. | 64,183 | $15.4M | 2.44% | +511+0.8% | Added |
| Wells Trecaso Financial Group, LLC | 63,973 | $15.3M | 5.01% | −646−1.0% | Reduced |
| One Capital Management, LLC | 63,675 | $15.3M | 0.51% | −5,073−7.4% | Reduced |