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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 53,505 | $12.8M | 1.91% | +1,645+3.2% | Added |
| Sigma Investment Counselors Inc | 53,438 | $12.8M | 0.75% | −2,816−5.0% | Reduced |
| Clough Capital Partners L P | 53,400 | $12.8M | 1.47% | −2,800−5.0% | Reduced |
| Fulton Bank, N.A. | 53,314 | $12.8M | 0.49% | −1,503−2.7% | Reduced |
| Avantax Planning Partners, Inc. | 53,274 | $12.8M | 0.46% | +1,502+2.9% | Added |
| Harrell Investment Partners, LLC | 53,173 | $12.7M | 3.56% | −3,129−5.6% | Reduced |
| Picton Mahoney Asset Management | 53,080 | $12.7M | 0.48% | −434−0.8% | Reduced |
| NorthRock Partners, LLC | 60,661 | $12.7M | 0.41% | +1,896+3.2% | Added |
| Vestcor Inc | 53,011 | $12.7M | 0.42% | −2,552−4.6% | Reduced |
| AMG National Trust Bank | 52,892 | $12.7M | 0.35% | −1,091−2.0% | Reduced |
| Two Sigma Advisers, LP | 52,800 | $12.7M | 0.03% | +52,800 | New |
| NBW Capital LLC | 52,774 | $12.7M | 2.34% | −484−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 52,520 | $12.6M | 0.35% | −1,697−3.1% | Reduced |
| Inlet Private Wealth, LLC | 52,349 | $12.5M | 3.32% | −1,265−2.4% | Reduced |
| Family Capital Trust Co | 52,247 | $12.5M | 4.24% | −1,877−3.5% | Reduced |
| Goelzer Investment Management, Inc. | 52,185 | $12.5M | 0.73% | −281−0.5% | Reduced |
| Xcel Wealth Management, LLC | 52,183 | $12.5M | 3.47% | −1,010−1.9% | Reduced |
| Miramar Capital, LLC | 52,078 | $12.5M | 2.98% | +40.0% | Added |
| Live Oak Private Wealth LLC | 52,043 | $12.5M | 2.10% | −1,173−2.2% | Reduced |
| Baker Ellis Asset Management LLC | 51,870 | $12.4M | 1.83% | −112−0.2% | Reduced |
| Patton Albertson Miller Group, LLC | 51,631 | $12.4M | 1.66% | +1,624+3.2% | Added |
| Holocene Advisors, LP | 51,566 | $12.4M | 0.04% | +51,566 | New |
| KG&L Capital Management,LLC | 51,952 | $12.3M | 3.97% | −528−1.0% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 51,377 | $12.3M | 4.54% | −402−0.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 51,288 | $12.3M | 1.26% | −741−1.4% | Reduced |
| Apriem Advisors | 51,136 | $12.3M | 1.40% | −133−0.3% | Reduced |
| Rench Wealth Management, Inc. | 50,768 | $12.2M | 4.15% | −207−0.4% | Reduced |
| AlphaCore Capital LLC | 50,704 | $12.2M | 2.63% | −1,298−2.5% | Reduced |
| Fulcrum Capital LLC | 50,670 | $12.1M | 2.54% | −269−0.5% | Reduced |
| Chemung Canal Trust Co | 50,566 | $12.1M | 2.53% | −4,857−8.8% | Reduced |
| Whalerock Point Partners, LLC | 50,540 | $12.1M | 2.82% | +451+0.9% | Added |
| Community Bank & Trust, Waco, Texas | 50,520 | $12.1M | 2.80% | +837+1.7% | Added |
| Mirae Asset Securities (USA) Inc. | 50,146 | $12.0M | 0.56% | −70−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 50,104 | $12.0M | 1.62% | −925−1.8% | Reduced |
| Centaurus Financial, Inc. | 50,019 | $12.0M | 0.73% | +8,107+19.3% | Added |
| Access Investment Management LLC | 50,000 | $12.0M | 3.47% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 49,772 | $11.9M | 3.18% | −954−1.9% | Reduced |
| Marietta Wealth Management, LLC | 49,771 | $11.9M | 1.71% | −530−1.1% | Reduced |
| Thompson Investment Management, Inc. | 49,753 | $11.9M | 1.71% | −3,814−7.1% | Reduced |
| Peterson Wealth Services | 49,640 | $11.9M | 3.57% | +4,469+9.9% | Added |
| American National Bank | 49,586 | $11.9M | 1.33% | +1,117+2.3% | Added |
| Trueblood Wealth Management, LLC | 49,579 | $11.9M | 5.86% | −3,854−7.2% | Reduced |
| Joel Isaacson & Co., LLC | 49,504 | $11.9M | 0.53% | +1,945+4.1% | Added |
| Cutler Investment Counsel LLC | 49,484 | $11.9M | 1.48% | −1,169−2.3% | Reduced |
| Stokes Family Office, LLC | 49,407 | $11.8M | 1.26% | +1,923+4.0% | Added |
| Executive Wealth Management, LLC | 49,320 | $11.8M | 0.93% | −5,411−9.9% | Reduced |
| Trajan Wealth LLC | 49,319 | $11.8M | 0.65% | −120−0.2% | Reduced |
| Commonwealth Retirement Investments LLC | 49,086 | $11.8M | 4.85% | −159−0.3% | Reduced |
| Adalta Capital Management LLC | 49,049 | $11.8M | 6.14% | +140+0.3% | Added |
| HTLF Bank | 48,932 | $11.7M | 1.33% | −1,780−3.5% | Reduced |
| Pioneer Trust Bank N A | 48,905 | $11.7M | 2.95% | −367−0.7% | Reduced |
| Confluence Wealth Services, Inc. | 44,041 | $11.7M | 0.76% | −959−2.1% | Reduced |
| Ballast Advisors LLC | 48,765 | $11.7M | 3.60% | −397−0.8% | Reduced |
| Brighton Jones LLC | 48,732 | $11.7M | 0.34% | +4,841+11.0% | Added |
| Flagship Harbor Advisors, LLC | 48,669 | $11.7M | 0.61% | −1,475−2.9% | Reduced |
| Brave Asset Management Inc | 48,655 | $11.7M | 3.71% | −704−1.4% | Reduced |
| Sage Mountain Advisors LLC | 48,611 | $11.7M | 0.85% | +1,420+3.0% | Added |
| GFS Advisors, LLC | 48,516 | $11.6M | 1.77% | −9,477−16.3% | Reduced |
| Intact Investment Management Inc. | 48,400 | $11.6M | 0.41% | −2,200−4.3% | Reduced |
| Harbour Capital Advisors, LLC | 47,535 | $11.6M | 2.58% | −1,074−2.2% | Reduced |
| Wellington Shields & Co., LLC | 48,224 | $11.6M | 3.54% | −127−0.3% | Reduced |
| Tradewinds, LLC. | 42,111 | $11.5M | 3.20% | +1,453+3.6% | Added |
| Financial Partners Group, LLC | 48,050 | $11.5M | 4.78% | −275−0.6% | Reduced |
| First Hawaiian Bank | 47,964 | $11.5M | 0.37% | +460+1.0% | Added |
| YHB Investment Advisors, Inc. | 47,855 | $11.5M | 0.94% | +4,679+10.8% | Added |
| Waldron Private Wealth LLC | 47,832 | $11.5M | 0.46% | +1,723+3.7% | Added |
| Van Hulzen Asset Management, LLC | 47,752 | $11.4M | 0.84% | +1,165+2.5% | Added |
| Bard Financial Services, Inc. | 47,730 | $11.4M | 1.37% | −400−0.8% | Reduced |
| New England Asset Management Inc | 47,710 | $11.4M | 1.95% | −10,410−17.9% | Reduced |
| Profund Advisors LLC | 47,577 | $11.4M | 0.42% | −4,452−8.6% | Reduced |
| Quadrant Capital Group LLC | 47,570 | $11.4M | 0.79% | −939−1.9% | Reduced |
| Frisch Financial Group, Inc. | 47,455 | $11.4M | 3.44% | −1,754−3.6% | Reduced |
| Boston Family Office LLC | 47,416 | $11.4M | 0.78% | −198−0.4% | Reduced |
| Brown Shipley& Co Ltd | 47,373 | $11.4M | 5.64% | −3,205−6.3% | Reduced |
| Community Financial Services Group, LLC | 47,343 | $11.3M | 2.25% | +1,533+3.3% | Added |
| McGinn Investment Management, Inc. | 47,324 | $11.3M | 7.58% | −207−0.4% | Reduced |
| Plimoth Trust Co LLC | 47,228 | $11.3M | 2.91% | −687−1.4% | Reduced |
| Baldwin Investment Management, LLC | 47,182 | $11.3M | 1.47% | −4,740−9.1% | Reduced |
| AustralianSuper Pty Ltd | 47,160 | $11.3M | 0.05% | +29,129+161.5% | Added |
| Shepherd Financial Partners LLC | 47,148 | $11.3M | 1.35% | +257+0.5% | Added |
| StoneX Group Inc. | 46,788 | $11.2M | 0.62% | +14,356+44.3% | Added |
| L & S Advisors Inc | 46,729 | $11.2M | 1.23% | −19,844−29.8% | Reduced |
| MUFG Securities Americas Inc. | 46,642 | $11.2M | 1.42% | +46,642 | New |
| PDS Planning, Inc | 46,564 | $11.2M | 0.99% | +5,834+14.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 46,552 | $11.2M | 1.60% | +46,552 | New |
| Cincinnati Casualty Co | 46,500 | $11.1M | 6.24% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $11.1M | 3.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 46,456 | $11.1M | 1.21% | −3,180−6.4% | Reduced |
| Vise Technologies, Inc. | 46,233 | $11.1M | 0.92% | −4,869−9.5% | Reduced |
| Westover Capital Advisors, LLC | 46,224 | $11.1M | 2.44% | +40+0.1% | Added |
| Schulhoff & Co Inc | 46,156 | $11.1M | 4.92% | 00.0% | Unchanged |
| Embree Financial Group | 46,095 | $11.0M | 1.89% | +175+0.4% | Added |
| Independent Financial Group, LLC | 46,076 | $11.0M | 0.37% | +2,635+6.1% | Added |
| First Western Trust Bank | 46,038 | $11.0M | 0.51% | −946−2.0% | Reduced |
| Fundamentun, LLC | 45,848 | $11.0M | 0.66% | −2,200−4.6% | Reduced |
| Parthenon LLC | 45,813 | $11.0M | 1.33% | +1,240+2.8% | Added |
| Stokes Capital Advisors, LLC | 45,691 | $11.0M | 2.83% | −182−0.4% | Reduced |
| Prosperity Consulting Group, LLC | 45,689 | $11.0M | 0.82% | +626+1.4% | Added |
| Bangor Savings Bank | 45,603 | $10.9M | 1.03% | −805−1.7% | Reduced |
| XML Financial, LLC | 45,536 | $10.9M | 1.00% | −1,709−3.6% | Reduced |