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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 40,000 | $9.59M | 1.28% | +976+2.5% | Added |
| Dean Investment Associates, LLC | 39,835 | $9.55M | 1.36% | −2,617−6.2% | Reduced |
| Graypoint LLC | 39,806 | $9.54M | 0.58% | −680−1.7% | Reduced |
| Arrow Financial Corp | 39,656 | $9.51M | 0.90% | −67−0.2% | Reduced |
| Van Eck Associates Corp | 39,596 | $9.49M | 0.01% | +37,744+2,038.0% | Added |
| Private Trust Co NA | 39,415 | $9.45M | 0.97% | −2,477−5.9% | Reduced |
| Citizens National Bank Trust Department | 39,291 | $9.42M | 1.99% | −428−1.1% | Reduced |
| D L Carlson Investment Group Inc | 39,233 | $9.40M | 1.68% | +961+2.5% | Added |
| Robertson Stephens Wealth Management, LLC | 39,173 | $9.39M | 0.33% | −926−2.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 39,039 | $9.36M | 2.71% | +180.0% | Added |
| Hixon Zuercher, LLC | 39,028 | $9.36M | 3.60% | −877−2.2% | Reduced |
| Empire Financial Management Company, LLC | 39,013 | $9.35M | 2.92% | +189+0.5% | Added |
| Boyd Watterson Asset Management LLC | 38,991 | $9.35M | 2.60% | −32−0.1% | Reduced |
| McDonald Partners LLC | 38,881 | $9.32M | 2.38% | −361−0.9% | Reduced |
| Berkshire Bank | 38,823 | $9.31M | 2.16% | +1,735+4.7% | Added |
| Drucker Wealth 3.0, LLC | 38,808 | $9.30M | 2.15% | −96−0.2% | Reduced |
| Bristlecone Advisors, LLC | 38,690 | $9.27M | 0.72% | −173−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 38,687 | $9.27M | 1.76% | −330−0.8% | Reduced |
| Smartleaf Asset Management LLC | 38,737 | $9.27M | 0.95% | +8,327+27.4% | Added |
| Columbia Asset Management | 38,444 | $9.22M | 1.76% | +38,444 | New |
| Chemistry Wealth Management LLC | 38,298 | $9.18M | 2.15% | −169−0.4% | Reduced |
| DLK Investment Management, LLC | 38,293 | $9.18M | 3.84% | +410+1.1% | Added |
| Advanced Asset Management Advisors Inc | 38,206 | $9.16M | 2.40% | −54−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 38,183 | $9.15M | 1.51% | +55+0.1% | Added |
| Quantitative Investment Management, LLC | 38,145 | $9.14M | 0.69% | +38,145 | New |
| Van Strum & Towne Inc. | 38,129 | $9.14M | 3.22% | −495−1.3% | Reduced |
| Generate Investment Management Ltd | 38,108 | $9.13M | 0.64% | +7,688+25.3% | Added |
| Contravisory Investment Management, Inc. | 38,033 | $9.12M | 1.95% | −98−0.3% | Reduced |
| Capital Investment Counsel, LLC | 38,003 | $9.11M | 1.52% | +586+1.6% | Added |
| Constitution Capital LLC | 37,997 | $9.11M | 5.11% | −22,050−36.7% | Reduced |
| Guyasuta Investment Advisors Inc | 37,947 | $9.10M | 0.57% | −3,148−7.7% | Reduced |
| Legacy Trust | 37,886 | $9.08M | 2.11% | −180.0% | Reduced |
| Bogart Wealth, LLC | 37,833 | $9.07M | 0.43% | −487−1.3% | Reduced |
| Stony Point Wealth Management Inc. | 37,757 | $9.05M | 3.60% | −2,406−6.0% | Reduced |
| Belpointe Asset Management LLC | 40,064 | $9.01M | 0.54% | −1,774−4.2% | Reduced |
| Edgestream Partners, L.P. | 37,567 | $9.01M | 0.38% | +27,906+288.9% | Added |
| Socorro Asset Management LP | 37,515 | $8.99M | 3.52% | 00.0% | Unchanged |
| Skylands Capital, LLC | 37,235 | $8.93M | 1.25% | −5,235−12.3% | Reduced |
| Hilton Capital Management, LLC | 37,165 | $8.91M | 0.77% | −5,329−12.5% | Reduced |
| Arjuna Capital | 37,136 | $8.90M | 2.37% | −1,586−4.1% | Reduced |
| Bright Rock Capital Management, LLC | 37,000 | $8.87M | 1.89% | −28,000−43.1% | Reduced |
| Sitrin Capital Management LLC | 36,967 | $8.86M | 4.47% | +355+1.0% | Added |
| SPC Financial, Inc. | 36,943 | $8.86M | 0.77% | +985+2.7% | Added |
| Boston Research & Management Inc | 36,911 | $8.85M | 2.14% | −222−0.6% | Reduced |
| Systematic Alpha Investments, LLC | 36,804 | $8.82M | 0.33% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 36,756 | $8.81M | 1.24% | +1,010+2.8% | Added |
| Principal Street Partners, LLC | 36,719 | $8.80M | 1.73% | −4,385−10.7% | Reduced |
| American Trust | 36,603 | $8.77M | 0.67% | −25−0.1% | Reduced |
| McBroom & Associates, LLC | 36,585 | $8.77M | 4.96% | +168+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 36,582 | $8.77M | 0.71% | +21,441+141.6% | Added |
| Qtron Investments LLC | 36,472 | $8.74M | 1.23% | −1,514−4.0% | Reduced |
| Allen Capital Group, LLC | 36,466 | $8.74M | 1.07% | −1,237−3.3% | Reduced |
| Cordatus Wealth Management LLC | 36,402 | $8.73M | 2.30% | +480+1.3% | Added |
| Hoey Investments, Inc | 36,396 | $8.72M | 1.48% | +10,517+40.6% | Added |
| White Pine Investment CO | 36,316 | $8.71M | 2.35% | −1,367−3.6% | Reduced |
| Owen LaRue, LLC | 36,150 | $8.67M | 4.53% | +116+0.3% | Added |
| Harbour Investments, Inc. | 36,095 | $8.65M | 0.25% | +2,188+6.5% | Added |
| Churchill Management Corp | 36,049 | $8.64M | 0.09% | −960−2.6% | Reduced |
| New Hampshire Trust | 35,995 | $8.63M | 1.82% | +312+0.9% | Added |
| Philadelphia Trust Co | 35,965 | $8.62M | 0.63% | −1,852−4.9% | Reduced |
| Arvest Investments, Inc. | 35,957 | $8.62M | 1.38% | −1,371−3.7% | Reduced |
| TFG Advisers LLC | 35,939 | $8.62M | 3.10% | +170+0.5% | Added |
| DF Dent & Co Inc | 35,905 | $8.61M | 0.11% | −5,083−12.4% | Reduced |
| Blue Fin Capital, Inc. | 35,819 | $8.59M | 1.58% | +269+0.8% | Added |
| Hennessy Advisors Inc | 35,800 | $8.58M | 0.26% | −1,200−3.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 56,739 | $8.56M | 1.87% | +21,877+62.8% | Added |
| Excalibur Management Corp | 35,660 | $8.55M | 3.40% | −66−0.2% | Reduced |
| AlTi Global, Inc. | 34,372 | $8.51M | 0.21% | +2,176+6.8% | Added |
| Kennedy Capital Management, Inc. | 35,465 | $8.50M | 0.19% | −1,854−5.0% | Reduced |
| Essex LLC | 35,458 | $8.50M | 1.78% | −2,026−5.4% | Reduced |
| Somerset Trust Co | 35,452 | $8.50M | 3.20% | −1,147−3.1% | Reduced |
| Financial Advisory Service, Inc. | 35,442 | $8.50M | 0.71% | +579+1.7% | Added |
| Arete Wealth Advisors, LLC | 35,383 | $8.49M | 0.61% | +8,839+33.3% | Added |
| Security National Bank | 35,335 | $8.47M | 1.21% | −1,264−3.5% | Reduced |
| Gifford Fong Associates | 35,296 | $8.46M | 2.08% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 35,257 | $8.45M | 1.27% | −4,656−11.7% | Reduced |
| Founders Capital Management | 35,221 | $8.44M | 5.34% | −771−2.1% | Reduced |
| Marcum Wealth, LLC | 35,185 | $8.43M | 0.73% | +628+1.8% | Added |
| Paradiem, LLC | 35,174 | $8.43M | 2.26% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 35,170 | $8.43M | 1.82% | +5,708+19.4% | Added |
| Werlinich Asset Management, LLC | 35,197 | $8.42M | 4.90% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 35,070 | $8.41M | 1.98% | −195−0.6% | Reduced |
| Bedel Financial Consulting, Inc. | 30,844 | $8.34M | 1.16% | −231−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 34,786 | $8.34M | 0.62% | −1,353−3.7% | Reduced |
| Focus Financial Network, Inc. | 34,737 | $8.33M | 0.33% | +594+1.7% | Added |
| Csenge Advisory Group | 34,713 | $8.32M | 0.45% | +2,604+8.1% | Added |
| IFC Advisors LLC | 34,703 | $8.32M | 1.81% | +34,703 | New |
| Augustine Asset Management Inc | 34,666 | $8.31M | 2.18% | −324−0.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 34,622 | $8.30M | 0.43% | +644+1.9% | Added |
| Baugh & Associates, LLC | 35,353 | $8.30M | 4.30% | −49−0.1% | Reduced |
| Howland Capital Management LLC | 34,519 | $8.27M | 0.36% | −1,771−4.9% | Reduced |
| Mandatum Life Insurance Co Ltd | 34,502 | $8.27M | 2.45% | −7,000−16.9% | Reduced |
| Alexander Labrunerie & Co., Inc. | 34,427 | $8.25M | 3.65% | +389+1.1% | Added |
| Ashburton (Jersey) Ltd | 34,377 | $8.24M | 3.64% | −52,578−60.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 34,345 | $8.23M | 0.53% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 34,335 | $8.23M | 3.32% | −2,228−6.1% | Reduced |
| Manhattan West Asset Management, LLC | 34,168 | $8.19M | 2.21% | +656+2.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 34,168 | $8.19M | 0.57% | −11,902−25.8% | Reduced |
| Exchange Capital Management, Inc. | 34,112 | $8.18M | 1.30% | −58−0.2% | Reduced |
| WCG Wealth Advisors LLC | 34,030 | $8.16M | 0.54% | +267+0.8% | Added |