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 |
|---|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | 33,980 | $8.15M | 3.03% | +30+0.1% | Added |
| Baader Bank INC | 33,857 | $8.12M | 0.75% | +11,821+53.6% | Added |
| Harbor Advisory Corp | 33,828 | $8.11M | 2.66% | −934−2.7% | Reduced |
| E Fund Management Co., Ltd. | 33,741 | $8.09M | 0.41% | +11,980+55.1% | Added |
| Heritage Wealth Management, Inc. | 33,741 | $8.09M | 2.69% | −170−0.5% | Reduced |
| Palmer Knight Co | 33,736 | $8.09M | 3.62% | +127+0.4% | Added |
| Brick & Kyle, Associates | 33,733 | $8.09M | 3.44% | −167−0.5% | Reduced |
| Cottage Street Advisors LLC | 33,716 | $8.08M | 4.21% | −533−1.6% | Reduced |
| Ossiam | 33,666 | $8.07M | 0.14% | −33,181−49.6% | Reduced |
| Strategic Blueprint, LLC | 33,662 | $8.07M | 0.48% | +173+0.5% | Added |
| Leuthold Group, LLC | 33,622 | $8.06M | 0.97% | −1,216−3.5% | Reduced |
| Bill Few Associates, Inc. | 33,618 | $8.06M | 2.83% | −372−1.1% | Reduced |
| Schmidt P J Investment Management Inc | 33,607 | $8.06M | 1.40% | −1,259−3.6% | Reduced |
| NTV Asset Management LLC | 33,532 | $8.04M | 1.06% | −79−0.2% | Reduced |
| PFG Advisors | 33,515 | $8.03M | 0.49% | −1,156−3.3% | Reduced |
| BBR Partners, LLC | 33,471 | $8.02M | 0.56% | +228+0.7% | Added |
| Globeflex Capital L P | 33,400 | $8.01M | 0.68% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 33,397 | $8.01M | 1.35% | −5,986−15.2% | Reduced |
| BigSur Wealth Management LLC | 33,356 | $8.00M | 2.28% | −1,937−5.5% | Reduced |
| Trust Asset Management LLC | 33,330 | $7.99M | 0.62% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 33,285 | $7.98M | 1.38% | −651−1.9% | Reduced |
| Soltis Investment Advisors LLC | 33,270 | $7.98M | 0.74% | +1,004+3.1% | Added |
| Clarity Wealth Advisors, LLC | 33,211 | $7.96M | 2.17% | +578+1.8% | Added |
| Rockline Wealth Management, LLC | 33,178 | $7.95M | 2.12% | +1,215+3.8% | Added |
| Jain Global LLC | 33,119 | $7.94M | 0.24% | +33,119 | New |
| GeoWealth Management, LLC | 33,102 | $7.93M | 0.26% | +4,463+15.6% | Added |
| RMR Wealth Builders | 33,057 | $7.92M | 0.82% | +1,382+4.4% | Added |
| Parkside Financial Bank & Trust | 33,022 | $7.92M | 1.05% | +1,654+5.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $7.91M | 1.78% | 00.0% | Unchanged |
| West Branch Capital LLC | 32,979 | $7.91M | 2.52% | +693+2.1% | Added |
| Nikulski Financial, Inc. | 32,881 | $7.88M | 2.32% | +141+0.4% | Added |
| Stonebrook Private Inc. | 32,793 | $7.86M | 2.06% | −734−2.2% | Reduced |
| EverSource Wealth Advisors, LLC | 32,765 | $7.85M | 0.44% | +890+2.8% | Added |
| Resonant Capital Advisors, LLC | 32,742 | $7.85M | 0.57% | +148+0.5% | Added |
| Chiron Investment Management, LLC | 32,741 | $7.85M | 2.61% | −8,767−21.1% | Reduced |
| SGL Investment Advisors, Inc. | 28,474 | $7.84M | 3.95% | +142+0.5% | Added |
| Moody National Bank Trust Division | 32,669 | $7.83M | 0.82% | −1,701−4.9% | Reduced |
| Sentinel Trust Co Lba | 32,646 | $7.83M | 0.90% | +954+3.0% | Added |
| Golden State Equity Partners | 32,645 | $7.83M | 1.50% | −1,450−4.3% | Reduced |
| Little House Capital LLC | 32,607 | $7.82M | 2.23% | −571−1.7% | Reduced |
| DCM Advisors, LLC | 32,597 | $7.81M | 3.67% | +3,934+13.7% | Added |
| Pathway Financial Advisers, LLC | 32,579 | $7.81M | 2.63% | +79+0.2% | Added |
| Maxwell Wealth Strategies Inc. | 32,560 | $7.80M | 3.19% | −62−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 133,124 | $7.79M | 1.35% | +48,886+58.0% | Added |
| Maltese Capital Management LLC | 32,450 | $7.78M | 1.19% | −6,650−17.0% | Reduced |
| Oddo BHF Asset Management SAS | 32,432 | $7.77M | 0.39% | +3,829+13.4% | Added |
| Everpar Advisors LLC | 32,431 | $7.77M | 3.92% | +262+0.8% | Added |
| Pegasus Asset Management, Inc. | 32,401 | $7.77M | 2.93% | −236−0.7% | Reduced |
| Insigneo Advisory Services, LLC | 32,387 | $7.76M | 0.80% | −779−2.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 32,287 | $7.74M | 2.82% | −955−2.9% | Reduced |
| Icon Wealth Advisors, LLC | 32,247 | $7.73M | 0.64% | −324−1.0% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 32,219 | $7.72M | 5.19% | −125−0.4% | Reduced |
| Northwest Bancshares, Inc. | 32,218 | $7.72M | 1.43% | −3,659−10.2% | Reduced |
| Ransom Advisory, Ltd | 32,159 | $7.71M | 3.54% | −258−0.8% | Reduced |
| E&G Advisors, LP | 32,198 | $7.71M | 2.09% | −240−0.7% | Reduced |
| Field & Main Bank | 32,109 | $7.70M | 2.71% | −40−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 32,074 | $7.69M | 0.58% | −27,286−46.0% | Reduced |
| Kovack Advisors, Inc. | 31,944 | $7.66M | 0.75% | +501+1.6% | Added |
| Sargent Investment Group, LLC | 31,310 | $7.65M | 1.25% | +7,902+33.8% | Added |
| Ami Investment Management Inc | 31,889 | $7.64M | 2.48% | −803−2.5% | Reduced |
| Family Legacy, Inc. | 31,425 | $7.64M | 2.59% | −660−2.1% | Reduced |
| Nilsine Partners, LLC | 31,863 | $7.64M | 0.82% | +1,603+5.3% | Added |
| Washington Trust Advisors, Inc. | 31,821 | $7.63M | 0.64% | −337−1.0% | Reduced |
| Financial Strategies Group, Inc. | 31,708 | $7.61M | 1.82% | −1,463−4.4% | Reduced |
| Ahl Investment Management, Inc. | 31,726 | $7.61M | 5.32% | −572−1.8% | Reduced |
| Lake Street Financial LLC | 31,712 | $7.60M | 1.21% | −3,935−11.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 31,703 | $7.60M | 1.59% | −1,398−4.2% | Reduced |
| Cooper Capital Advisors LLC | 31,671 | $7.59M | 7.88% | +31,671 | New |
| Patten Group, Inc. | 31,644 | $7.59M | 1.68% | −1,074−3.3% | Reduced |
| Overbrook Management Corp | 31,540 | $7.56M | 1.63% | −812−2.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,518 | $7.56M | 0.66% | −1,909−5.7% | Reduced |
| Horan Capital Advisors, LLC. | 31,512 | $7.55M | 2.54% | −2,833−8.2% | Reduced |
| Addison Capital Co | 31,440 | $7.54M | 3.00% | −685−2.1% | Reduced |
| CFM Wealth Partners LLC | 31,437 | $7.54M | 1.27% | +1,776+6.0% | Added |
| First Business Financial Services, Inc. | 31,355 | $7.52M | 0.74% | +448+1.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,281 | $7.50M | 0.34% | −693−2.2% | Reduced |
| Stone Point Wealth LLC | 31,101 | $7.46M | 2.50% | −1,088−3.4% | Reduced |
| Accurate Wealth Management, LLC | 31,034 | $7.45M | 1.43% | −180−0.6% | Reduced |
| Forte Capital LLC | 31,044 | $7.44M | 0.84% | −849−2.7% | Reduced |
| Abbot Financial Management, Inc. | 31,034 | $7.44M | 3.70% | −198−0.6% | Reduced |
| Udine Wealth Management, Inc. | 31,023 | $7.44M | 4.78% | −1,861−5.7% | Reduced |
| Ironvine Capital Partners, LLC | 30,971 | $7.42M | 0.80% | 00.0% | Unchanged |
| Concorde Financial Corp | 30,894 | $7.41M | 4.41% | −986−3.1% | Reduced |
| Larson Financial Group LLC | 30,883 | $7.40M | 0.38% | +6,186+25.0% | Added |
| RDA Financial Network | 30,697 | $7.36M | 2.15% | +610+2.0% | Added |
| Catalytic Wealth RIA, LLC | 30,692 | $7.36M | 1.29% | +1,483+5.1% | Added |
| Rollins Financial Advisors, LLC | 30,666 | $7.35M | 1.15% | +5,606+22.4% | Added |
| William B. Walkup & Associates, Inc. | 30,581 | $7.33M | 4.64% | −81−0.3% | Reduced |
| Wealth Effects LLC | 30,551 | $7.32M | 2.60% | −199−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 30,510 | $7.31M | 0.98% | +431+1.4% | Added |
| Concord Wealth Partners | 30,440 | $7.30M | 1.20% | −601−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 30,424 | $7.29M | 0.24% | −1,413−4.4% | Reduced |
| RFG Advisory, LLC | 30,415 | $7.29M | 0.21% | +1,693+5.9% | Added |
| Trustmark National Bank Trust Department | 30,396 | $7.29M | 0.54% | −591−1.9% | Reduced |
| Exencial Wealth Advisors, LLC | 30,383 | $7.28M | 0.27% | +381+1.3% | Added |
| Zevenbergen Capital Investments LLC | 30,313 | $7.27M | 0.15% | +145+0.5% | Added |
| MSH Capital Advisors LLC | 30,305 | $7.26M | 2.29% | −119−0.4% | Reduced |
| MidWestOne Financial Group, Inc. | 30,280 | $7.26M | 1.02% | −404−1.3% | Reduced |
| Strategic Planning Group, LLC | 30,245 | $7.25M | 1.33% | +814+2.8% | Added |
| Herold Advisors, Inc. | 30,236 | $7.25M | 1.58% | −1,191−3.8% | Reduced |