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 |
|---|---|---|---|---|---|
| Garland Capital Management Inc | 30,235 | $7.25M | 5.94% | −6,830−18.4% | Reduced |
| Sandhill Capital Partners LLC | 30,216 | $7.24M | 0.57% | −253−0.8% | Reduced |
| Union Heritage Capital, LLC | 30,205 | $7.24M | 2.67% | 00.0% | Unchanged |
| HCR Wealth Advisors | 30,111 | $7.22M | 0.90% | +43+0.1% | Added |
| Lake Street Advisors Group, LLC | 30,093 | $7.21M | 0.33% | +75+0.2% | Added |
| WealthPlan Investment Management, LLC | 30,027 | $7.20M | 0.71% | +706+2.4% | Added |
| Brooks, Moore & Associates, Inc. | 30,003 | $7.19M | 4.25% | −1,342−4.3% | Reduced |
| Allen Holding Inc | 30,000 | $7.19M | 0.79% | 00.0% | Unchanged |
| Bank of New Hampshire | 29,988 | $7.19M | 1.85% | −391−1.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 29,970 | $7.18M | 4.31% | −1,000−3.2% | Reduced |
| Rehmann Capital Advisory Group | 29,968 | $7.18M | 0.46% | +1,406+4.9% | Added |
| Wright Investors Service Inc | 29,941 | $7.18M | 2.33% | −5,888−16.4% | Reduced |
| Syon Capital LLC | 29,932 | $7.18M | 0.65% | +85+0.3% | Added |
| Compton Wealth Advisory Group, LLC | 29,918 | $7.17M | 1.85% | +472+1.6% | Added |
| Hamilton Point Investment Advisors, LLC | 29,888 | $7.16M | 1.29% | +47+0.2% | Added |
| Lincoln Capital LLC | 29,882 | $7.16M | 1.51% | −574−1.9% | Reduced |
| Redwood Investments, LLC | 29,752 | $7.13M | 1.91% | −153−0.5% | Reduced |
| Souders Financial Advisors | 29,728 | $7.13M | 1.00% | −7,169−19.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $7.12M | 2.09% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 29,681 | $7.11M | 0.67% | −704−2.3% | Reduced |
| Hansen & Associates Financial Group, Inc. | 29,487 | $7.11M | 3.62% | +29,487 | New |
| Proequities, Inc. | 26,916 | $7.11M | 0.40% | +857+3.3% | Added |
| Marietta Investment Partners LLC | 29,625 | $7.10M | 1.56% | +8,200+38.3% | Added |
| Patton Fund Management, Inc. | 29,593 | $7.09M | 1.39% | +29,593 | New |
| Citizens Business Bank | 20,272 | $7.09M | 1.33% | −8,061−28.5% | Reduced |
| Enterprise Bank & Trust Co | 29,547 | $7.08M | 2.33% | +277+0.9% | Added |
| Indiana Trust & Investment Management CO | 29,523 | $7.08M | 2.41% | +1,975+7.2% | Added |
| Charles Schwab Trust Co | 29,521 | $7.08M | 0.61% | +4,608+18.5% | Added |
| Argyle Capital Management Inc. | 29,476 | $7.07M | 2.78% | −80−0.3% | Reduced |
| Buckhead Capital Management LLC | 29,442 | $7.06M | 2.26% | −258−0.9% | Reduced |
| Patient Capital Management, LLC | 29,386 | $7.04M | 0.33% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 29,349 | $7.02M | 0.62% | +1,594+5.7% | Added |
| Amarillo National Bank | 29,273 | $7.02M | 1.29% | −210−0.7% | Reduced |
| WealthShield Partners, LLC | 29,257 | $7.01M | 0.99% | −2,867−8.9% | Reduced |
| Texas Bank & Trust Co | 29,240 | $7.01M | 2.89% | +29,240 | New |
| tru Independence LLC | 29,231 | $7.01M | 2.20% | −1,623−5.3% | Reduced |
| Fairhaven Wealth Management, LLC | 29,185 | $7.00M | 2.19% | +60.0% | Added |
| Gryphon Financial Partners LLC | 29,123 | $6.98M | 1.00% | −946−3.1% | Reduced |
| Formidable Asset Management, LLC | 29,111 | $6.98M | 1.15% | −626−2.1% | Reduced |
| Sava Infond d.o.o. | 29,025 | $6.96M | 1.23% | +29,025 | New |
| Shelter Mutual Insurance Co | 29,000 | $6.95M | 1.73% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 28,925 | $6.93M | 5.00% | −528−1.8% | Reduced |
| Romano Brothers and Company | 28,921 | $6.93M | 0.87% | −712−2.4% | Reduced |
| Cigna Investments Inc | 28,877 | $6.92M | 1.22% | −684−2.3% | Reduced |
| AdvisorNet Financial, Inc | 28,846 | $6.91M | 0.58% | −773−2.6% | Reduced |
| MTM Investment Management, LLC | 28,817 | $6.91M | 2.66% | −80−0.3% | Reduced |
| Argent Advisors, Inc. | 28,806 | $6.91M | 2.56% | −1,092−3.7% | Reduced |
| Naviter Wealth, LLC | 28,723 | $6.89M | 0.83% | +8,815+44.3% | Added |
| MV Capital Management, Inc. | 28,720 | $6.88M | 0.74% | −254−0.9% | Reduced |
| Osprey Private Wealth LLC | 28,675 | $6.87M | 4.80% | −50−0.2% | Reduced |
| Montecito Bank & Trust | 28,653 | $6.87M | 1.19% | −103−0.4% | Reduced |
| Atlas Wealth LLC | 28,604 | $6.86M | 2.59% | −275−1.0% | Reduced |
| AssuredPartners Investment Advisors, LLC | 28,595 | $6.85M | 1.34% | +28,595 | New |
| Essex Savings Bank | 28,576 | $6.85M | 1.70% | −308−1.1% | Reduced |
| Lauterbach Financial Advisors, LLC | 28,572 | $6.85M | 4.16% | −486−1.7% | Reduced |
| Peddock Capital Advisors, LLC | 28,537 | $6.84M | 1.64% | −171−0.6% | Reduced |
| Chapin Davis, Inc. | 32,441 | $6.84M | 2.23% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 28,480 | $6.83M | 3.20% | −222−0.8% | Reduced |
| Grove Bank & Trust | 28,401 | $6.81M | 0.94% | +559+2.0% | Added |
| Paradigm Asset Management Co LLC | 28,391 | $6.81M | 1.86% | −17,300−37.9% | Reduced |
| HWG Holdings LP | 28,367 | $6.80M | 2.23% | +2,251+8.6% | Added |
| Strategic Financial Services, Inc, | 28,363 | $6.80M | 0.41% | −377−1.3% | Reduced |
| Act Two Investors LLC | 28,332 | $6.79M | 1.32% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 28,300 | $6.78M | 0.82% | −316−1.1% | Reduced |
| Red Cedar Investment Management, LLC | 28,289 | $6.78M | 0.85% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 28,247 | $6.77M | 1.73% | +27,850+7,015.1% | Added |
| Delta Capital Management LLC | 28,235 | $6.77M | 3.87% | +100+0.4% | Added |
| IFG Advisory, LLC | 28,219 | $6.76M | 0.38% | −121−0.4% | Reduced |
| High Note Wealth, LLC | 28,045 | $6.72M | 1.75% | +288+1.0% | Added |
| Hall Capital Management Co Inc | 28,039 | $6.72M | 3.14% | +28,039 | New |
| Hudson Bay Capital Management LP | 28,036 | $6.72M | 0.04% | +28,036 | New |
| Marino, Stram & Associates LLC | 27,991 | $6.71M | 1.48% | +14+0.1% | Added |
| GM Advisory Group, Inc. | 27,988 | $6.71M | 0.37% | +384+1.4% | Added |
| SkyOak Wealth, LLC | 27,982 | $6.71M | 1.43% | +1,283+4.8% | Added |
| Hi-Line Capital Management, LLC | 27,930 | $6.70M | 2.93% | −7,240−20.6% | Reduced |
| Holderness Investments Co | 27,903 | $6.69M | 1.48% | +411+1.5% | Added |
| Great Lakes Retirement, Inc. | 27,876 | $6.68M | 0.86% | −102−0.4% | Reduced |
| Codex Capital Asset Management L.L.C. | 28,000 | $6.68M | 3.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 27,838 | $6.67M | 0.19% | +1,052+3.9% | Added |
| Consolidated Investment Group LLC | 27,692 | $6.64M | 0.93% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 27,692 | $6.64M | 0.70% | −479−1.7% | Reduced |
| First PREMIER Bank | 27,661 | $6.63M | 1.69% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 27,628 | $6.62M | 1.30% | −697−2.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 27,581 | $6.61M | 0.65% | +951+3.6% | Added |
| Smithfield Trust Co | 27,547 | $6.61M | 0.33% | +30.0% | Added |
| Investors Asset Management of Georgia Inc | 27,477 | $6.59M | 3.21% | −24−0.1% | Reduced |
| Avestar Capital, LLC | 27,451 | $6.58M | 0.60% | +2,030+8.0% | Added |
| Hayek Kallen Investment Management | 27,449 | $6.58M | 2.39% | −160−0.6% | Reduced |
| United Bank | 27,405 | $6.57M | 2.77% | +2,051+8.1% | Added |
| MSA Advisors, LLC | 27,350 | $6.56M | 1.64% | −6,050−18.1% | Reduced |
| LVW Advisors, LLC | 27,316 | $6.55M | 0.80% | −2,349−7.9% | Reduced |
| Crystal Rock Capital Management | 27,298 | $6.54M | 4.01% | −1,245−4.4% | Reduced |
| Aspiriant, LLC | 27,255 | $6.53M | 0.24% | +2,039+8.1% | Added |
| Hamel Associates, Inc. | 27,247 | $6.53M | 2.10% | −130−0.5% | Reduced |
| BFSG, LLC | 27,222 | $6.53M | 0.76% | −1,721−5.9% | Reduced |
| Platform Technology Partners | 27,158 | $6.51M | 1.97% | −958−3.4% | Reduced |
| J. W. Coons Advisors, LLC | 27,052 | $6.48M | 1.67% | −773−2.8% | Reduced |
| Invera Wealth Advisors, LLC | 24,385 | $6.48M | 6.42% | −1,535−5.9% | Reduced |
| Richard Bernstein Advisors LLC | 26,995 | $6.47M | 0.15% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 26,978 | $6.47M | 1.66% | −807−2.9% | Reduced |