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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 63,661 | $15.3M | 1.12% | +1,699+2.7% | Added |
| Valicenti Advisory Services Inc | 63,380 | $15.2M | 3.78% | −3,760−5.6% | Reduced |
| Simmons Bank | 63,243 | $15.2M | 1.11% | −1,873−2.9% | Reduced |
| Buckley Wealth Management, LLC | 63,187 | $15.1M | 4.64% | −647−1.0% | Reduced |
| First National Advisers, LLC | 63,151 | $15.1M | 2.45% | −94−0.1% | Reduced |
| Ascent Group, LLC | 62,888 | $15.1M | 1.13% | +3,761+6.4% | Added |
| BKD Wealth Advisors, LLC | 62,829 | $15.1M | 0.35% | −1,380−2.1% | Reduced |
| K.J. Harrison & Partners Inc | 62,591 | $15.0M | 2.36% | −710−1.1% | Reduced |
| Sara-Bay Financial | 62,764 | $15.0M | 5.57% | +62,764 | New |
| Sound View Wealth Advisors Group, LLC | 62,640 | $15.0M | 1.21% | −1,111−1.7% | Reduced |
| Roundview Capital LLC | 62,410 | $15.0M | 1.04% | +1,239+2.0% | Added |
| Moneta Group Investment Advisors LLC | 62,350 | $14.9M | 0.21% | +1,450+2.4% | Added |
| Schnieders Capital Management LLC | 62,348 | $14.9M | 2.96% | −4,332−6.5% | Reduced |
| Cornerstone Wealth Group, LLC | 62,192 | $14.9M | 1.22% | +1,748+2.9% | Added |
| Sagespring Wealth Partners, LLC | 61,943 | $14.8M | 0.39% | +61,943 | New |
| Atomi Financial Group, Inc. | 61,791 | $14.8M | 0.75% | +6,975+12.7% | Added |
| Stratos Wealth Advisors, LLC | 61,651 | $14.8M | 0.71% | −2,398−3.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 61,586 | $14.8M | 5.42% | −350−0.6% | Reduced |
| Pettee Investors, Inc. | 61,537 | $14.8M | 7.49% | −44−0.1% | Reduced |
| Foster & Motley Inc | 61,526 | $14.7M | 0.96% | +266+0.4% | Added |
| Carmel Capital Management L.L.C. | 61,447 | $14.7M | 5.56% | −210−0.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 61,000 | $14.6M | 1.78% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 59,529 | $14.6M | 3.63% | −1,374−2.3% | Reduced |
| Morningstar Investment Services LLC | 60,890 | $14.6M | 1.33% | −514,573−89.4% | Reduced |
| Fidelis Capital Partners, LLC | 54,684 | $14.6M | 1.46% | +12,547+29.8% | Added |
| Vantage Investment Partners, LLC | 60,715 | $14.6M | 1.27% | −6,786−10.1% | Reduced |
| Laffer Tengler Investments | 60,704 | $14.6M | 2.86% | +7,227+13.5% | Added |
| Burling Wealth Partners, LLC | 60,562 | $14.5M | 2.96% | +60,562 | New |
| Knights of Columbus Asset Advisors LLC | 60,385 | $14.5M | 0.96% | +1,784+3.0% | Added |
| Willis Investment Counsel | 60,341 | $14.5M | 0.95% | −59−0.1% | Reduced |
| Harbor Capital Advisors, Inc. | 60,290 | $14.5M | 0.63% | +1,429+2.4% | Added |
| Journey Advisory Group, LLC | 71,177 | $14.4M | 1.72% | 00.0% | Unchanged |
| Ar Asset Management Inc | 60,046 | $14.4M | 3.26% | −3,885−6.1% | Reduced |
| Invictus Private Wealth, LLC | 59,972 | $14.4M | 1.09% | −688−1.1% | Reduced |
| Equitable Trust Co | 59,893 | $14.4M | 0.80% | +1,325+2.3% | Added |
| Laurel Wealth Advisors LLC | 59,609 | $14.3M | 2.23% | −512−0.9% | Reduced |
| Twin Capital Management Inc | 59,524 | $14.3M | 1.56% | −6,032−9.2% | Reduced |
| Greystone Financial Group, LLC | 59,307 | $14.2M | 2.47% | +268+0.5% | Added |
| Stolper Co | 58,840 | $14.1M | 4.70% | −1,154−1.9% | Reduced |
| Plato Investment Management Ltd | 58,607 | $14.1M | 1.04% | +2,123+3.8% | Added |
| EFG Asset Management (Americas) Corp. | 58,760 | $14.1M | 2.74% | +9,826+20.1% | Added |
| Traynor Capital Management, Inc. | 58,748 | $14.1M | 1.09% | +11,729+24.9% | Added |
| Dorchester Wealth Management Co | 58,741 | $14.1M | 2.81% | −560−0.9% | Reduced |
| Hills Bank & Trust Co | 58,702 | $14.1M | 1.06% | −769−1.3% | Reduced |
| Consolidated Planning Corp | 58,608 | $14.0M | 1.91% | +996+1.7% | Added |
| DRW Securities, LLC | 58,583 | $14.0M | 0.95% | +21,132+56.4% | Added |
| Visionary Wealth Advisors | 58,534 | $14.0M | 0.82% | −1,750−2.9% | Reduced |
| Bank of Hawaii | 58,373 | $14.0M | 0.77% | −290−0.5% | Reduced |
| Close Asset Management Ltd | 58,116 | $13.9M | 0.39% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 58,107 | $13.9M | 2.33% | −5,444−8.6% | Reduced |
| Geneos Wealth Management Inc. | 57,993 | $13.9M | 0.49% | −736−1.3% | Reduced |
| Dividend Assets Capital, LLC | 57,791 | $13.9M | 2.69% | +273+0.5% | Added |
| J.W. Cole Advisors, Inc. | 57,740 | $13.8M | 0.56% | +2,180+3.9% | Added |
| one8zero8, LLC | 57,739 | $13.8M | 2.98% | +57,739 | New |
| Addenda Capital Inc. | 57,494 | $13.8M | 0.49% | +4,953+9.4% | Added |
| Punch & Associates Investment Management, Inc. | 57,370 | $13.8M | 0.75% | −760−1.3% | Reduced |
| Cyrus J. Lawrence, LLC | 57,348 | $13.7M | 2.66% | −112−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 57,323 | $13.7M | 2.27% | −392−0.7% | Reduced |
| Keystone Financial Group | 52,772 | $13.7M | 1.35% | +30,699+139.1% | Added |
| Lynch & Associates | 57,274 | $13.7M | 2.98% | −696−1.2% | Reduced |
| Venator Management LLC | 57,245 | $13.7M | 3.95% | −205−0.4% | Reduced |
| Rocky Mountain Advisers, LLC | 57,220 | $13.7M | 4.07% | −200.0% | Reduced |
| Perennial Advisors, LLC | 57,169 | $13.7M | 2.98% | +57,169 | New |
| IHT Wealth Management, LLC | 57,003 | $13.7M | 0.44% | −10,794−15.9% | Reduced |
| Mengis Capital Management, Inc. | 56,995 | $13.7M | 2.79% | −359−0.6% | Reduced |
| Independent Investors Inc | 56,934 | $13.6M | 2.70% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 56,927 | $13.6M | 1.60% | −272−0.5% | Reduced |
| Cardinal Capital Management | 56,550 | $13.6M | 2.13% | −941−1.6% | Reduced |
| Quest Investment Management LLC | 56,507 | $13.5M | 1.57% | −3,550−5.9% | Reduced |
| Frank, Rimerman Advisors LLC | 56,343 | $13.5M | 0.98% | +636+1.1% | Added |
| Next Level Private LLC | 56,194 | $13.5M | 5.43% | −90.0% | Reduced |
| Community Bank of Raymore | 56,120 | $13.5M | 10.58% | −4,287−7.1% | Reduced |
| Nwi Management LP | 56,000 | $13.4M | 1.06% | −2,000−3.4% | Reduced |
| EagleClaw Capital Managment, LLC | 55,951 | $13.4M | 2.13% | +1,891+3.5% | Added |
| BancorpSouth Bank | 55,860 | $13.4M | 0.91% | −612−1.1% | Reduced |
| Chicago Capital, LLC | 55,724 | $13.4M | 0.35% | −3,806−6.4% | Reduced |
| Harbor Investment Advisory, LLC | 69,288 | $13.3M | 1.24% | +776+1.1% | Added |
| Pine Valley Investments Ltd Liability Co | 55,399 | $13.3M | 0.87% | −2,849−4.9% | Reduced |
| Capital Analysts, LLC | 55,350 | $13.3M | 0.53% | −1,304−2.3% | Reduced |
| Ethic Inc. | 55,349 | $13.3M | 0.27% | +21,874+65.3% | Added |
| Annex Advisory Services, LLC | 55,141 | $13.2M | 0.40% | +3,927+7.7% | Added |
| Raiffeisen Bank International AG | 55,208 | $13.2M | 0.20% | +55,208 | New |
| Capstone Financial Advisors, Inc. | 54,957 | $13.2M | 0.81% | +729+1.3% | Added |
| Shorepoint Capital Partners LLC | 54,938 | $13.2M | 3.01% | −1,718−3.0% | Reduced |
| Hoertkorn Richard Charles | 54,857 | $13.1M | 5.41% | −1,325−2.4% | Reduced |
| Royal Fund Management, LLC | 54,410 | $13.1M | 1.43% | −4,507−7.6% | Reduced |
| Mirador Capital Partners LP | 54,777 | $13.1M | 2.38% | +258+0.5% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 54,748 | $13.1M | 0.25% | +20,617+60.4% | Added |
| Boyar Asset Management Inc. | 54,633 | $13.1M | 8.64% | −1,313−2.3% | Reduced |
| ING Groep NV | 54,520 | $13.1M | 0.09% | −16,753−23.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 54,381 | $13.0M | 1.92% | +1,376+2.6% | Added |
| SevenBridge Financial Group, LLC | 47,362 | $13.0M | 2.46% | +565+1.2% | Added |
| Beverly Hills Private Wealth, LLC | 54,315 | $13.0M | 2.63% | +8,225+17.8% | Added |
| Magnus Financial Group LLC | 54,094 | $13.0M | 1.25% | +4,723+9.6% | Added |
| Meritage Portfolio Management | 53,999 | $12.9M | 0.80% | −981−1.8% | Reduced |
| Pittenger & Anderson Inc | 53,849 | $12.9M | 0.47% | −464−0.9% | Reduced |
| Steel Peak Wealth Management LLC | 53,796 | $12.9M | 0.53% | −14,468−21.2% | Reduced |
| Hartford Financial Management Inc. | 53,784 | $12.9M | 2.64% | −401−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 53,680 | $12.9M | 0.25% | −270−0.5% | Reduced |
| Western Wealth Management, LLC | 53,621 | $12.9M | 0.69% | +1,694+3.3% | Added |