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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 26,892 | $6.45M | 0.59% | +26,892 | New |
| Roberts Wealth Advisors, LLC | 25,552 | $6.45M | 1.96% | −12,324−32.5% | Reduced |
| Jericho Financial, LLP | 26,877 | $6.44M | 4.66% | +26,877 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,843 | $6.43M | 0.18% | +4,116+18.1% | Added |
| Green Square Capital Advisors LLC | 26,832 | $6.43M | 0.91% | −759−2.8% | Reduced |
| Kestra Investment Management, LLC | 26,820 | $6.43M | 0.25% | −4,638−14.7% | Reduced |
| Old Port Advisors | 26,807 | $6.43M | 1.85% | −435−1.6% | Reduced |
| Monarch Capital Management Inc | 26,807 | $6.43M | 1.76% | −1,585−5.6% | Reduced |
| Alta Capital Management LLC | 26,790 | $6.42M | 0.38% | −790−2.9% | Reduced |
| SeaBridge Investment Advisors LLC | 26,780 | $6.42M | 1.34% | +2,893+12.1% | Added |
| Guardian Wealth Advisors, LLC | 26,743 | $6.41M | 0.51% | +2,552+10.5% | Added |
| Mill Creek Capital Advisors, LLC | 26,696 | $6.40M | 0.15% | −425−1.6% | Reduced |
| Modus Advisors, LLC | 26,662 | $6.39M | 2.00% | +194+0.7% | Added |
| Legacy Advisors, LLC | 26,635 | $6.38M | 0.62% | +1,540+6.1% | Added |
| Covenant Asset Management, LLC | 26,614 | $6.38M | 1.42% | −2,571−8.8% | Reduced |
| Koshinski Asset Management, Inc. | 26,574 | $6.37M | 0.55% | +110.0% | Added |
| Granite Bay Wealth Management, LLC | 26,518 | $6.36M | 2.36% | +588+2.3% | Added |
| Cherokee Insurance Co | 26,510 | $6.35M | 2.88% | +26,510 | New |
| Mattern Wealth Management LLC | 26,502 | $6.35M | 1.40% | −1,953−6.9% | Reduced |
| Pensionfund Sabic | 26,500 | $6.35M | 1.68% | +16,000+152.4% | Added |
| Ironwood Investment Counsel, LLC | 26,459 | $6.34M | 1.09% | −133−0.5% | Reduced |
| Athena Investment Management | 26,449 | $6.34M | 3.67% | −363−1.4% | Reduced |
| Clarius Group, LLC | 26,368 | $6.32M | 0.43% | +215+0.8% | Added |
| Trust Point Inc. | 26,345 | $6.32M | 0.44% | +328+1.3% | Added |
| Montchanin Asset Management, LLC | 26,317 | $6.31M | 6.12% | −1,350−4.9% | Reduced |
| Diversify Advisory Services, LLC | 26,279 | $6.30M | 0.35% | −4,855−15.6% | Reduced |
| Everett Harris & Co | 26,220 | $6.29M | 0.08% | +6,971+36.2% | Added |
| Headinvest, LLC | 26,217 | $6.28M | 1.19% | −247−0.9% | Reduced |
| RB Capital Management, LLC | 26,212 | $6.28M | 1.47% | +543+2.1% | Added |
| Founders Financial Alliance, LLC | 26,200 | $6.28M | 1.73% | +4,096+18.5% | Added |
| Uncommon Cents Investing LLC | 26,155 | $6.27M | 1.87% | −675−2.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 26,134 | $6.26M | 0.01% | +1,923+7.9% | Added |
| Parisi Gray Wealth Management | 26,048 | $6.24M | 1.98% | −267−1.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 26,037 | $6.24M | 0.38% | −411−1.6% | Reduced |
| WCM Investment Management, LLC | 26,074 | $6.24M | 0.01% | +15,816+154.2% | Added |
| Scott & Selber, Inc. | 26,018 | $6.24M | 1.88% | −655−2.5% | Reduced |
| Am Investment Strategies LLC | 26,021 | $6.24M | 1.52% | −167−0.6% | Reduced |
| Silvant Capital Management LLC | 25,972 | $6.23M | 0.26% | −2,207−7.8% | Reduced |
| Midwest Professional Planners, LTD. | 25,953 | $6.22M | 1.86% | +170+0.7% | Added |
| Virginia Wealth Management Group, Inc. | 25,882 | $6.20M | 3.84% | −169−0.6% | Reduced |
| Moloney Securities Asset Management, LLC | 25,863 | $6.20M | 0.83% | +118+0.5% | Added |
| M Holdings Securities, Inc. | 25,828 | $6.19M | 1.00% | −1,033−3.8% | Reduced |
| Connable Office Inc | 25,825 | $6.19M | 0.64% | −477−1.8% | Reduced |
| Concord Asset Management, LLC | 25,808 | $6.19M | 1.36% | −1,271−4.7% | Reduced |
| QV Investors Inc. | 25,765 | $6.18M | 0.64% | −3,835−13.0% | Reduced |
| Liberty Capital Management, Inc. | 25,764 | $6.18M | 1.37% | +69+0.3% | Added |
| Northern Oak Wealth Management Inc | 25,760 | $6.18M | 0.78% | −1,612−5.9% | Reduced |
| Simon Quick Advisors, LLC | 25,727 | $6.17M | 0.37% | +2,409+10.3% | Added |
| Citizens & Northern Corp | 25,722 | $6.17M | 1.69% | +913+3.7% | Added |
| Umpqua Bank | 24,890 | $6.16M | 2.13% | +1,051+4.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 25,675 | $6.15M | 3.80% | −103−0.4% | Reduced |
| Papp L Roy & Associates | 25,642 | $6.15M | 0.72% | −100.0% | Reduced |
| Argentarii, LLC | 25,635 | $6.14M | 3.09% | +25,635 | New |
| Everhart Financial Group, Inc. | 25,553 | $6.13M | 1.26% | +759+3.1% | Added |
| Sycomore Asset Management | 29,164 | $6.12M | 0.88% | +12,493+74.9% | Added |
| Monetary Management Group Inc | 25,499 | $6.11M | 1.59% | −280−1.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 25,481 | $6.11M | 3.12% | +86+0.3% | Added |
| WealthPLAN Partners, LLC | 25,477 | $6.11M | 0.87% | −1,844−6.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 25,382 | $6.08M | 1.42% | −299−1.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 25,344 | $6.08M | 2.54% | −97−0.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 25,324 | $6.07M | 2.05% | +63+0.2% | Added |
| Agate Pass Investment Management, LLC | 25,284 | $6.06M | 2.74% | +6,034+31.3% | Added |
| L2 Asset Management, LLC | 25,264 | $6.06M | 1.32% | +4,767+23.3% | Added |
| Lincluden Management Ltd | 25,199 | $6.04M | 0.73% | −212−0.8% | Reduced |
| CoreCap Advisors, LLC | 25,131 | $6.02M | 0.27% | −5,388−17.7% | Reduced |
| Malaga Cove Capital, LLC | 25,108 | $6.02M | 2.36% | −505−2.0% | Reduced |
| Howard Capital Management Inc. | 25,077 | $6.01M | 0.09% | +1,270+5.3% | Added |
| Kensington Investment Counsel, LLC | 25,020 | $6.00M | 2.50% | +2,594+11.6% | Added |
| Eos Management, L.P. | 25,000 | $5.99M | 2.52% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 24,984 | $5.99M | 1.58% | −1,778−6.6% | Reduced |
| Arlington Financial Advisors, LLC | 24,968 | $5.99M | 1.19% | −191−0.8% | Reduced |
| Butensky & Cohen Financial Security, Inc | 24,954 | $5.98M | 1.88% | −1,279−4.9% | Reduced |
| Trinity Legacy Partners, LLC | 24,933 | $5.98M | 1.54% | +458+1.9% | Added |
| Atlas Brown,Inc. | 24,930 | $5.98M | 2.04% | +56+0.2% | Added |
| Dudley Capital Management, LLC | 24,930 | $5.98M | 3.06% | +69+0.3% | Added |
| Mount Vernon Associates Inc | 24,912 | $5.97M | 4.65% | −155−0.6% | Reduced |
| Morton Community Bank | 24,900 | $5.97M | 1.58% | −485−1.9% | Reduced |
| Bowman & Co S.C. | 24,878 | $5.96M | 3.08% | −536−2.1% | Reduced |
| BNC Wealth Management, LLC | 24,863 | $5.96M | 1.96% | +1,181+5.0% | Added |
| Sterling Investment Advisors, Ltd. | 24,793 | $5.94M | 1.44% | +851+3.6% | Added |
| Change Path, LLC | 24,780 | $5.94M | 0.18% | +1,883+8.2% | Added |
| Rowland & Co Investment Counsel | 24,750 | $5.93M | 1.24% | −163−0.7% | Reduced |
| S&CO Inc | 24,730 | $5.93M | 0.40% | −100.0% | Reduced |
| Lee Danner & Bass Inc | 24,637 | $5.91M | 0.47% | +550+2.3% | Added |
| Signal Advisors Wealth, LLC | 24,621 | $5.90M | 0.67% | +2,515+11.4% | Added |
| Andrew Hill Investment Advisors, Inc. | 24,593 | $5.90M | 4.38% | −2,480−9.2% | Reduced |
| Premier Path Wealth Partners, LLC | 24,569 | $5.89M | 0.90% | +186+0.8% | Added |
| Nwam LLC | 24,468 | $5.87M | 0.36% | +311+1.3% | Added |
| Winch Advisory Services, LLC | 24,421 | $5.85M | 1.52% | +120+0.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 24,420 | $5.85M | 1.47% | 00.0% | Unchanged |
| Apexium Financial, LP | 24,354 | $5.84M | 0.35% | +5,037+26.1% | Added |
| Greenfield Savings Bank | 24,344 | $5.84M | 2.80% | −475−1.9% | Reduced |
| Nicolet Bankshares Inc | 24,342 | $5.84M | 1.38% | +588+2.5% | Added |
| Gradient Capital Advisors, LLC | 24,313 | $5.83M | 1.88% | −836−3.3% | Reduced |
| Leelyn Smith, LLC | 24,279 | $5.82M | 1.04% | −666−2.7% | Reduced |
| Saranac Partners Ltd | 22,619 | $5.82M | 3.21% | +22,619 | New |
| Icon Advisers Inc | 24,237 | $5.81M | 1.31% | −1,150−4.5% | Reduced |
| Shoker Investment Counsel, Inc. | 24,228 | $5.81M | 1.96% | +164+0.7% | Added |
| Diversify Wealth Management, LLC | 24,199 | $5.80M | 0.45% | +8,036+49.7% | Added |
| RKL Wealth Management LLC | 24,183 | $5.80M | 0.52% | +4,671+23.9% | Added |