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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 45,257 | $10.8M | 3.34% | −1,752−3.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 45,155 | $10.8M | 2.60% | −123−0.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 45,100 | $10.8M | 1.11% | +45,100 | New |
| SageView Advisory Group, LLC | 45,045 | $10.8M | 0.46% | +12,366+37.8% | Added |
| Compass Wealth Management LLC | 44,950 | $10.8M | 2.60% | −4,609−9.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 44,840 | $10.7M | 5.34% | −171−0.4% | Reduced |
| Davis-Rea Ltd. | 44,812 | $10.7M | 5.44% | −1,390−3.0% | Reduced |
| Brown Miller Wealth Management, LLC | 44,771 | $10.7M | 4.12% | −581−1.3% | Reduced |
| Canal Capital Management, LLC | 44,717 | $10.7M | 1.74% | −1,207−2.6% | Reduced |
| Ronald Blue Trust, Inc. | 44,648 | $10.7M | 0.14% | −7,170−13.8% | Reduced |
| Duncker Streett & Co Inc | 44,518 | $10.7M | 1.98% | −98−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 44,508 | $10.7M | 0.37% | +10,107+29.4% | Added |
| Elk River Wealth Management, LLC | 44,502 | $10.7M | 1.93% | −425−0.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 44,459 | $10.7M | 3.22% | −985−2.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 44,421 | $10.6M | 2.19% | +863+2.0% | Added |
| Mirabaud Asset Management Ltd | 44,460 | $10.6M | 4.95% | +5,094+12.9% | Added |
| Hodges Capital Management Inc. | 44,307 | $10.6M | 0.64% | −1,451−3.2% | Reduced |
| Granite Investment Partners, LLC | 44,195 | $10.6M | 0.46% | +195+0.4% | Added |
| IFP Advisors, Inc | 44,143 | $10.6M | 0.35% | −5,446−11.0% | Reduced |
| InvesTrust | 44,160 | $10.6M | 2.94% | +44,160 | New |
| Advocate Group LLC | 44,091 | $10.6M | 1.99% | −737−1.6% | Reduced |
| Stablepoint Partners, LLC | 44,081 | $10.6M | 1.94% | −10.0% | Reduced |
| Coerente Capital Management | 44,026 | $10.6M | 1.97% | −1,215−2.7% | Reduced |
| RPG Investment Advisory, LLC | 43,960 | $10.5M | 1.41% | +139+0.3% | Added |
| McRae Capital Management Inc | 43,916 | $10.5M | 2.06% | −556−1.3% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 43,862 | $10.5M | 0.38% | +538+1.2% | Added |
| 1248 Management, LLC | 43,852 | $10.5M | 4.53% | +43,852 | New |
| Bridgewater Advisors Inc. | 42,406 | $10.5M | 1.10% | −638−1.5% | Reduced |
| Kinsale Capital Group, Inc. | 43,732 | $10.5M | 2.82% | +4,375+11.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 43,683 | $10.5M | 6.54% | +43,683 | New |
| Mystic Asset Management, Inc. | 43,645 | $10.5M | 2.81% | +17,900+69.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 43,589 | $10.4M | 2.59% | −767−1.7% | Reduced |
| Townsend Asset Management Corp | 43,584 | $10.4M | 3.82% | +723+1.7% | Added |
| Oxford Financial Group Ltd | 43,525 | $10.4M | 0.68% | +27+0.1% | Added |
| Boyer & Corporon Wealth Management, LLC | 43,504 | $10.4M | 3.71% | +43,504 | New |
| HGK Asset Management Inc | 43,416 | $10.4M | 1.92% | +595+1.4% | Added |
| Bray Capital Advisors | 43,327 | $10.4M | 2.81% | −6,449−13.0% | Reduced |
| Greenwood Capital Associates LLC | 43,165 | $10.3M | 1.35% | −1,195−2.7% | Reduced |
| Intrust Bank NA | 43,132 | $10.3M | 1.05% | +322+0.8% | Added |
| Unison Asset Management LLC | 43,128 | $10.3M | 5.07% | +1,216+2.9% | Added |
| Kinneret Advisory, LLC | 43,041 | $10.3M | 0.97% | −2,005−4.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 42,980 | $10.3M | 1.89% | −1,356−3.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 42,926 | $10.3M | 0.75% | +26+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 42,913 | $10.3M | 0.38% | −5,602−11.5% | Reduced |
| Strategic Advisors LLC | 42,845 | $10.3M | 1.86% | +2,714+6.8% | Added |
| Providence Capital Advisors, LLC | 42,816 | $10.3M | 2.08% | +505+1.2% | Added |
| Barometer Capital Management Inc. | 50,905 | $10.2M | 4.10% | −2,442−4.6% | Reduced |
| Claro Advisors LLC | 42,713 | $10.2M | 1.39% | −1,831−4.1% | Reduced |
| Soros Capital Management LLC | 42,650 | $10.2M | 1.60% | +42,650 | New |
| Evexia Wealth LLC | 37,037 | $10.2M | 3.46% | −2,218−5.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 42,585 | $10.2M | 1.22% | −3,040−6.7% | Reduced |
| City Holding Co | 42,547 | $10.2M | 1.45% | −2,681−5.9% | Reduced |
| Asset Planning Services Inc | 42,452 | $10.2M | 4.96% | −45−0.1% | Reduced |
| Beacon Financial Group | 42,435 | $10.2M | 1.09% | −797−1.8% | Reduced |
| Schechter Investment Advisors, LLC | 42,352 | $10.2M | 0.78% | −2,164−4.9% | Reduced |
| Old Second National Bank of Aurora | 42,316 | $10.1M | 2.31% | −1,550−3.5% | Reduced |
| Kavar Capital Partners Group, LLC | 42,217 | $10.1M | 1.71% | −143−0.3% | Reduced |
| Pitcairn Co | 42,151 | $10.1M | 0.60% | −3,180−7.0% | Reduced |
| Jacobi Capital Management LLC | 42,007 | $10.1M | 0.75% | −459−1.1% | Reduced |
| Viking Fund Management LLC | 42,000 | $10.1M | 1.57% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 41,985 | $10.1M | 1.67% | −1,981−4.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 41,956 | $10.1M | 0.04% | −555−1.3% | Reduced |
| Wealth Advisory Solutions, LLC | 41,849 | $10.0M | 2.81% | +581+1.4% | Added |
| First Interstate Bank | 41,610 | $9.97M | 0.60% | −898−2.1% | Reduced |
| Chronos Wealth Management, LLC | 41,462 | $9.94M | 5.07% | −210−0.5% | Reduced |
| Callan Family Office, LLC | 41,460 | $9.94M | 0.63% | +32,917+385.3% | Added |
| Bearing Point Capital, LLC | 41,362 | $9.91M | 2.07% | +41,362 | New |
| Paradigm Financial Partners, LLC | 41,325 | $9.91M | 1.25% | +6,422+18.4% | Added |
| Earnest Partners LLC | 41,293 | $9.90M | 0.04% | −6,603−13.8% | Reduced |
| First Nebraska Trust Co | 41,291 | $9.90M | 0.96% | +290+0.7% | Added |
| Buck Wealth Strategies, LLC | 41,286 | $9.90M | 2.06% | +667+1.6% | Added |
| WESPAC Advisors SoCal, LLC | 41,266 | $9.89M | 2.24% | −3,535−7.9% | Reduced |
| International Assets Investment Management, LLC | 1,582,078 | $9.88M | 0.83% | −7,372,146−82.3% | Reduced |
| Redmond Asset Management, LLC | 41,125 | $9.86M | 2.46% | −670−1.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 41,073 | $9.85M | 0.92% | +339+0.8% | Added |
| Verition Fund Management LLC | 41,069 | $9.84M | 0.05% | +32,234+364.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 41,020 | $9.83M | 2.27% | +566+1.4% | Added |
| RBF Capital, LLC | 41,000 | $9.83M | 0.51% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40,998 | $9.83M | 0.36% | −2,897−6.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 40,934 | $9.81M | 1.22% | −298−0.7% | Reduced |
| Parcion Private Wealth LLC | 40,925 | $9.81M | 0.75% | −154−0.4% | Reduced |
| Semmax Financial Advisors Inc. | 35,450 | $9.80M | 2.61% | −998−2.7% | Reduced |
| Wittenberg Investment Management, Inc. | 32,053 | $9.79M | 3.84% | −14,359−30.9% | Reduced |
| Concentric Capital Strategies, LP | 40,804 | $9.78M | 0.62% | +5,224+14.7% | Added |
| DT Investment Partners, LLC | 40,759 | $9.77M | 0.83% | −1,911−4.5% | Reduced |
| Wedmont Private Capital | 40,716 | $9.77M | 0.52% | +4,107+11.2% | Added |
| Stenger Family Office, LLC | 40,685 | $9.75M | 3.32% | +40,685 | New |
| American Money Management, LLC | 40,672 | $9.75M | 1.90% | −422−1.0% | Reduced |
| Univest Financial Corp | 40,616 | $9.74M | 0.61% | −267−0.7% | Reduced |
| Valmark Advisers, Inc. | 40,561 | $9.72M | 0.15% | −1,657−3.9% | Reduced |
| Selway Asset Management | 40,507 | $9.71M | 3.82% | +195+0.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 40,480 | $9.70M | 1.84% | −1,151−2.8% | Reduced |
| Asset Dedication, LLC | 40,472 | $9.70M | 0.76% | −7,975−16.5% | Reduced |
| Anchor Investment Management, LLC | 40,297 | $9.66M | 0.90% | +263+0.7% | Added |
| Fusion Capital, LLC | 40,288 | $9.66M | 3.89% | +204+0.5% | Added |
| Lindbrook Capital, LLC | 40,263 | $9.65M | 0.87% | +313+0.8% | Added |
| Chicago Trust Co NA | 40,184 | $9.63M | 1.70% | +3,060+8.2% | Added |
| LGT Fund Management Co Ltd. | 40,167 | $9.63M | 0.84% | −362−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 39,559 | $9.62M | 0.47% | +157+0.4% | Added |
| Summerhill Capital Management lnc. | 40,078 | $9.61M | 7.17% | +854+2.2% | Added |