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; 5,157 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
- +540 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
- 623
- 1,715 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 849,987 | $203.8M | 1.00% | +39,178+4.8% | Added |
| Arizona State Retirement System | 827,612 | $198.4M | 1.21% | +4,235+0.5% | Added |
| Advisor Group Holdings, Inc. | 901,297 | $196.8M | 0.44% | +17,772+2.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 819,710 | $196.5M | 1.83% | −298,967−26.7% | Reduced |
| Tredje AP-fonden | 818,456 | $196.2M | 1.76% | −28,045−3.3% | Reduced |
| RE Advisers Corp | 804,036 | $192.7M | 4.65% | +13,400+1.7% | Added |
| Jane Street Group, LLC | 799,891 | $191.7M | 0.31% | +643,444+411.3% | Added |
| SEI Investments Co | 792,666 | $190.0M | 0.24% | −10,822−1.3% | Reduced |
| Actiam N.V. | 791,764 | $189.8M | 2.91% | −2,849−0.4% | Reduced |
| Panagora Asset Management Inc | 787,074 | $188.7M | 0.87% | −395,422−33.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 785,194 | $188.4M | 0.30% | −20,526−2.5% | Reduced |
| Sanctuary Advisors, LLC | 701,283 | $188.1M | 1.19% | −15,046−2.1% | Reduced |
| First Financial Bankshares Inc | 783,857 | $187.9M | 4.06% | −14,113−1.8% | Reduced |
| Calamos Advisors LLC | 766,894 | $183.8M | 0.85% | +24,947+3.4% | Added |
| ProShare Advisors LLC | 766,428 | $183.7M | 0.42% | +104,413+15.8% | Added |
| Employees Retirement System of Texas | 765,800 | $183.6M | 1.57% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 764,950 | $183.4M | 3.49% | −2,714−0.4% | Reduced |
| State of Michigan Retirement System | 764,131 | $183.2M | 0.95% | −10,700−1.4% | Reduced |
| Douglas Lane & Associates, LLC | 764,012 | $183.1M | 2.58% | −27,933−3.5% | Reduced |
| Candriam Luxembourg S.C.A. | 763,517 | $183.0M | 1.05% | +222,056+41.0% | Added |
| Bartlett & Co. Wealth Management LLC | 761,467 | $182.5M | 2.65% | −8,025−1.0% | Reduced |
| Captrust Financial Advisors | 755,654 | $181.1M | 0.52% | +21,279+2.9% | Added |
| DJE Kapital AG | 752,296 | $179.9M | 4.21% | +752,296 | New |
| MetLife Investment Management | 745,082 | $178.6M | 0.97% | +4,879+0.7% | Added |
| LSV Asset Management | 739,868 | $177.4M | 0.41% | −35,032−4.5% | Reduced |
| Forsta Ap-Fonden | 739,600 | $177.3M | 1.26% | −1,800−0.2% | Reduced |
| Quilter Plc | 734,987 | $176.2M | 3.48% | −23,458−3.1% | Reduced |
| James Hambro & Partners | 732,869 | $175.9M | 6.94% | −12,767−1.7% | Reduced |
| Stonegate Investment Group, LLC | 714,076 | $171.2M | 4.57% | −16,124−2.2% | Reduced |
| Capital Group Private Client Services, Inc. | 709,602 | $170.1M | 1.56% | −34,281−4.6% | Reduced |
| Kames Capital plc | 701,910 | $168.4M | 2.22% | −6,035−0.9% | Reduced |
| Gateway Investment Advisers LLC | 702,459 | $168.4M | 1.87% | −3220.0% | Reduced |
| Welch & Forbes LLC | 698,451 | $167.4M | 2.15% | −4,026−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 694,771 | $166.5M | 0.18% | −383,283−35.6% | Reduced |
| Clark Capital Management Group, Inc. | 688,079 | $164.9M | 1.15% | −68,727−9.1% | Reduced |
| AXA S.A. | 685,704 | $164.4M | 0.50% | −20,952−3.0% | Reduced |
| EP Wealth Advisors, LLC | 684,934 | $164.2M | 1.34% | −9,245−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 697,226 | $164.2M | 0.67% | +4,417+0.6% | Added |
| Corebridge Financial, Inc. | 673,774 | $161.5M | 0.87% | −11,465−1.7% | Reduced |
| HRT Financial LP | 668,698 | $160.3M | 0.83% | +270,805+68.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 664,775 | $159.4M | 1.63% | −11,327−1.7% | Reduced |
| Davis Selected Advisers | 657,723 | $157.7M | 0.92% | −741,805−53.0% | Reduced |
| Evercore Wealth Management, LLC | 650,873 | $156.0M | 2.34% | −5,275−0.8% | Reduced |
| Thornburg Investment Management Inc | 649,220 | $155.6M | 2.06% | −353,487−35.3% | Reduced |
| Groupama Asset Managment | 648,241 | $155.1M | 3.17% | +219,227+51.1% | Added |
| GWM Advisors LLC | 643,658 | $154.3M | 0.93% | +38,569+6.4% | Added |
| Steward Partners Investment Advisory, LLC | 636,912 | $152.7M | 1.35% | +20,088+3.3% | Added |
| Mn Services Vermogensbeheer B.V. | 633,200 | $151.8M | 1.02% | +7,100+1.1% | Added |
| Atalanta Sosnoff Capital, LLC | 623,079 | $149.4M | 3.25% | −7,224−1.1% | Reduced |
| Peapack Gladstone Financial Corp | 617,839 | $148.1M | 2.15% | −8,262−1.3% | Reduced |
| Pzena Investment Management LLC | 616,767 | $147.8M | 0.50% | −267,583−30.3% | Reduced |
| Assetmark, Inc | 614,566 | $147.3M | 0.40% | +56,588+10.1% | Added |
| Czech National Bank | 610,723 | $146.4M | 1.36% | +31,238+5.4% | Added |
| Whittier Trust Co | 609,496 | $146.1M | 1.92% | +1,823+0.3% | Added |
| Agf Management Ltd | 604,477 | $144.9M | 0.72% | +51,042+9.2% | Added |
| Jones Financial Companies LLLP | 601,772 | $144.3M | 0.14% | +156,741+35.2% | Added |
| Private Advisor Group, LLC | 599,062 | $143.6M | 0.81% | +266,320+80.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 598,626 | $143.5M | 0.89% | −20,739−3.3% | Reduced |
| Natixis | 598,605 | $143.5M | 0.97% | −371,255−38.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 597,395 | $143.2M | 1.51% | +196,750+49.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 596,971 | $143.1M | 0.48% | −5,414−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 596,944 | $143.1M | 1.74% | −4,410−0.7% | Reduced |
| Davenport & Co LLC | 589,648 | $141.3M | 0.83% | +540.0% | Added |
| Pinnacle Financial Partners Inc | 621,203 | $140.7M | 2.85% | −5,717−0.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 574,824 | $137.8M | 1.66% | −3,017−0.5% | Reduced |
| Los Angeles Capital Management LLC | 573,387 | $137.4M | 0.56% | −85,594−13.0% | Reduced |
| Nissay Asset Management Corp | 564,729 | $136.2M | 0.83% | +44,993+8.7% | Added |
| Factory Mutual Insurance Co | 566,725 | $135.8M | 1.47% | −25,700−4.3% | Reduced |
| Mercer Global Advisors Inc | 563,544 | $135.1M | 0.33% | −143,307−20.3% | Reduced |
| AMF Pensionsforsakring AB | 562,951 | $135.0M | 0.96% | +89,166+18.8% | Added |
| Federation des caisses Desjardins du Quebec | 550,301 | $131.9M | 0.67% | +39,119+7.7% | Added |
| British Columbia Investment Management Corp | 544,830 | $130.6M | 0.78% | +65,675+13.7% | Added |
| Amalgamated Bank | 540,822 | $129.6M | 1.06% | −21,689−3.9% | Reduced |
| Bridges Investment Management Inc | 540,393 | $129.5M | 1.81% | −11,928−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 537,475 | $128.8M | 1.09% | +39,362+7.9% | Added |
| Commerzbank Aktiengesellschaft | 535,288 | $128.3M | 3.09% | +20,845+4.1% | Added |
| Capital International Inc | 529,004 | $126.8M | 1.50% | +20,951+4.1% | Added |
| IFM Investors Pty Ltd | 528,396 | $126.7M | 1.29% | −49,949−8.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 518,764 | $126.2M | 1.51% | +200,346+62.9% | Added |
| LGT Group Foundation | 525,801 | $126.0M | 1.95% | +14,300+2.8% | Added |
| Kestra Advisory Services, LLC | 524,974 | $125.8M | 0.69% | −111,381−17.5% | Reduced |
| TCW Group Inc | 520,386 | $124.7M | 1.05% | −12,412−2.3% | Reduced |
| CIBC Asset Management Inc | 520,041 | $124.6M | 0.41% | +21,666+4.3% | Added |
| QRG Capital Management, Inc. | 502,566 | $120.5M | 1.24% | +16,384+3.4% | Added |
| Junto Capital Management LP | 501,640 | $120.2M | 2.40% | +501,640 | New |
| Employees Provident Fund Board | 500,000 | $119.9M | 1.49% | −33,677−6.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 496,090 | $118.9M | 0.10% | −6,034,965−92.4% | Reduced |
| Capital Advisors Inc | 489,783 | $117.4M | 2.34% | +4,533+0.9% | Added |
| Sapient Capital LLC | 478,094 | $114.6M | 2.19% | +10,621+2.3% | Added |
| Tiaa Trust, National Association | 477,396 | $114.4M | 0.35% | −32,247−6.3% | Reduced |
| Umb Bank N A | 476,719 | $114.3M | 1.81% | −7,817−1.6% | Reduced |
| ABN AMRO Bank N.V. | 474,955 | $112.7M | 1.52% | +95,631+25.2% | Added |
| Basswood Capital Management, L.L.C. | 469,496 | $112.5M | 6.56% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 467,816 | $112.1M | 2.02% | −18,998−3.9% | Reduced |
| Financial Counselors Inc | 467,165 | $112.0M | 1.63% | −3,215−0.7% | Reduced |
| Staley Capital Advisers Inc | 466,358 | $111.8M | 4.96% | −13,025−2.7% | Reduced |
| Utah Retirement Systems | 466,069 | $111.7M | 1.23% | −8,300−1.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 465,360 | $111.5M | 1.15% | +111,171+31.4% | Added |
| Zurich Insurance Group Ltd | 461,534 | $110.6M | 0.90% | +75,115+19.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 457,869 | $109.8M | 0.94% | +123,300+36.9% | Added |