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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 457,303 | $109.6M | 0.96% | −119,366−20.7% | Reduced |
| Daiwa Securities Group Inc. | 456,455 | $109.4M | 0.49% | +19,725+4.5% | Added |
| Wilkinson Global Asset Management LLC | 455,408 | $109.2M | 6.71% | −33,972−6.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 455,314 | $109.1M | 1.10% | −20,900−4.4% | Reduced |
| Eastern Bank | 454,745 | $109.0M | 2.03% | −1,019−0.2% | Reduced |
| USS Investment Management Ltd | 452,108 | $108.5M | 0.79% | −1,514−0.3% | Reduced |
| Pinnacle Associates Ltd | 446,577 | $107.0M | 1.45% | −31,792−6.6% | Reduced |
| Pathstone Holdings, LLC | 445,041 | $106.7M | 0.47% | −7,060−1.6% | Reduced |
| Berkshire Asset Management LLC | 402,201 | $106.5M | 5.04% | −17,667−4.2% | Reduced |
| Mawer Investment Management Ltd. | 442,877 | $106.2M | 0.48% | −19,087−4.1% | Reduced |
| Advisors Capital Management, LLC | 442,024 | $106.0M | 1.67% | +383+0.1% | Added |
| Adviser Investments LLC | 437,097 | $104.8M | 1.29% | +3,501+0.8% | Added |
| Barr E S & Co | 430,130 | $103.1M | 6.10% | +91,034+26.8% | Added |
| Beck Mack & Oliver LLC | 429,563 | $103.0M | 1.91% | +829+0.2% | Added |
| Swiss Life Asset Management Ltd | 427,310 | $102.4M | 0.76% | +98,002+29.8% | Added |
| Varma Mutual Pension Insurance Co | 420,711 | $100.8M | 0.77% | −124,400−22.8% | Reduced |
| Glenview Trust Co | 417,182 | $100.0M | 1.87% | −1,138−0.3% | Reduced |
| Xponance, Inc. | 417,159 | $100.0M | 0.91% | +3,608+0.9% | Added |
| Cresset Asset Management, LLC | 409,030 | $98.0M | 0.47% | −177,311−30.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 408,786 | $98.0M | 0.95% | +408,786 | New |
| MAI Capital Management | 406,767 | $97.5M | 0.73% | +68,288+20.2% | Added |
| D.A. Davidson & Co. | 406,458 | $97.4M | 0.79% | −3,955−1.0% | Reduced |
| NewEdge Wealth, LLC | 406,308 | $97.4M | 1.69% | +31,655+8.4% | Added |
| Waverton Investment Management Ltd | 404,795 | $97.1M | 1.55% | −4,024−1.0% | Reduced |
| Guidance Point Advisors, LLC | 400,953 | $96.1M | 27.02% | −745−0.2% | Reduced |
| Hardy Reed LLC | 400,823 | $96.1M | 8.47% | −1060.0% | Reduced |
| Federated Hermes, Inc. | 400,227 | $95.9M | 0.21% | −8,738−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 392,775 | $94.2M | 1.29% | +2,136+0.5% | Added |
| Beacon Pointe Advisors, LLC | 390,506 | $93.6M | 1.04% | +306+0.1% | Added |
| Yousif Capital Management, LLC | 389,581 | $93.4M | 1.03% | −19,916−4.9% | Reduced |
| M&G Plc | 388,902 | $93.3M | 0.58% | −9,200−2.3% | Reduced |
| TCTC Holdings, LLC | 389,032 | $93.3M | 3.35% | +502+0.1% | Added |
| CWM, LLC | 386,275 | $92.6M | 0.38% | +21,865+6.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 384,975 | $92.3M | 0.23% | −118,483−23.5% | Reduced |
| Becker Capital Management Inc | 384,929 | $92.3M | 3.01% | −3,151−0.8% | Reduced |
| Associated Banc-Corp | 384,909 | $92.3M | 2.78% | −10,977−2.8% | Reduced |
| RMB Capital Management, LLC | 384,693 | $92.2M | 2.12% | −23,799−5.8% | Reduced |
| AE Wealth Management LLC | 380,822 | $91.3M | 0.77% | +29,624+8.4% | Added |
| Gabelli Funds LLC | 380,785 | $91.3M | 0.69% | −19,865−5.0% | Reduced |
| Mediolanum International Funds Ltd | 380,869 | $90.9M | 1.18% | +150,582+65.4% | Added |
| Park National Corp | 379,172 | $90.9M | 3.33% | −10,467−2.7% | Reduced |
| Global Frontier Investments LLC | 379,000 | $90.8M | 23.37% | +379,000 | New |
| Stock Yards Bank & Trust Co | 378,841 | $90.8M | 3.12% | −48,464−11.3% | Reduced |
| Stephens Inc | 378,560 | $90.7M | 1.27% | +11,130+3.0% | Added |
| New York Life Investment Management LLC | 377,866 | $90.6M | 0.88% | −1,415−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 377,712 | $90.5M | 0.77% | −4,408−1.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 373,864 | $89.6M | 1.75% | −33,652−8.3% | Reduced |
| Acadian Asset Management LLC | 371,787 | $89.1M | 0.26% | −138,115−27.1% | Reduced |
| Allworth Financial LP | 338,900 | $89.1M | 0.49% | +67,563+24.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 367,825 | $88.2M | 0.40% | +133,139+56.7% | Added |
| Bryn Mawr Trust Co | 365,770 | $87.7M | 1.58% | +2,618+0.7% | Added |
| Oppenheimer & Co Inc | 365,036 | $87.5M | 1.31% | +5,485+1.5% | Added |
| Investment Management Corp of Ontario | 361,771 | $86.7M | 2.86% | −38,454−9.6% | Reduced |
| Mutual of America Capital Management LLC | 361,007 | $86.5M | 0.93% | −14,851−4.0% | Reduced |
| Vaughan David Investments LLC | 360,868 | $86.5M | 2.05% | −5,262−1.4% | Reduced |
| E. Ohman J:or Asset Management AB | 360,682 | $86.5M | 2.02% | −45,451−11.2% | Reduced |
| Groupe la Francaise | 367,452 | $86.2M | 2.22% | +367,452 | New |
| Waters Parkerson & Co., LLC | 358,915 | $86.0M | 4.53% | −1,935−0.5% | Reduced |
| RNC Capital Management LLC | 358,752 | $86.0M | 4.59% | −4,917−1.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 358,523 | $85.9M | 4.73% | +36,013+11.2% | Added |
| Ofi Invest Asset Management | 370,146 | $85.7M | 2.02% | +370,146 | New |
| Smith Chas P & Associates Pa Cpas | 357,161 | $85.6M | 4.92% | −9,143−2.5% | Reduced |
| Principle Wealth Partners LLC | 352,176 | $84.4M | 5.92% | −544−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 351,095 | $84.2M | 2.42% | −586−0.2% | Reduced |
| Lazard Asset Management LLC | 350,851 | $84.1M | 0.12% | +134,887+62.5% | Added |
| JustInvest LLC | 347,459 | $83.3M | 1.26% | +18,957+5.8% | Added |
| Nearwater Capital Markets, Ltd | 346,000 | $82.9M | 2.37% | +346,000 | New |
| Lockheed Martin Investment Management Co | 343,530 | $82.3M | 3.28% | +57,130+19.9% | Added |
| Davis R M Inc | 342,365 | $82.1M | 1.60% | +1,292+0.4% | Added |
| Donaldson Capital Management, LLC | 342,024 | $82.0M | 3.13% | +2,543+0.7% | Added |
| Banco Santander, S.A. | 341,985 | $82.0M | 0.99% | +7,011+2.1% | Added |
| Flputnam Investment Management Co | 339,022 | $81.3M | 1.49% | +1,828+0.5% | Added |
| Lido Advisors, LLC | 337,188 | $80.8M | 0.51% | +64,083+23.5% | Added |
| Henshaw Capital LLC | 337,139 | $80.8M | 3.37% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 333,243 | $79.9M | 0.79% | +72,956+28.0% | Added |
| Manning & Napier Advisors LLC | 333,130 | $79.9M | 0.91% | −41,508−11.1% | Reduced |
| Discovery Capital Management, LLC | 331,900 | $79.6M | 5.42% | +331,900 | New |
| Envestnet Portfolio Solutions, Inc. | 331,875 | $79.6M | 0.26% | −23,903−6.7% | Reduced |
| HM Payson & Co | 331,346 | $79.4M | 1.35% | +1,591+0.5% | Added |
| Capital International Sarl | 330,675 | $79.3M | 1.83% | +19,709+6.3% | Added |
| Fiduciary Trust Co | 329,292 | $78.9M | 1.04% | +8,362+2.6% | Added |
| Citizens Financial Group Inc | 325,464 | $78.0M | 1.52% | +7,963+2.5% | Added |
| State of Alaska, Department of Revenue | 321,022 | $77.0M | 0.86% | −13,655−4.1% | Reduced |
| Avantax Advisory Services, Inc. | 320,959 | $76.9M | 0.48% | +7,229+2.3% | Added |
| Mesirow Financial Investment Management, Inc. | 319,048 | $76.5M | 1.52% | −3,451−1.1% | Reduced |
| Massmutual Trust Co FSB | 313,868 | $75.2M | 2.11% | +941+0.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 310,272 | $74.4M | 0.16% | +6,064+2.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 309,236 | $74.0M | 5.25% | −2,395−0.8% | Reduced |
| Ancora Advisors, LLC | 308,196 | $73.9M | 1.65% | +4,125+1.4% | Added |
| Whittier Trust Co of Nevada Inc | 306,563 | $73.5M | 1.80% | +11,502+3.9% | Added |
| Wesbanco Bank Inc | 305,827 | $73.3M | 2.50% | −3,593−1.2% | Reduced |
| Achmea Investment Management B.V. | 305,687 | $73.3M | 1.21% | +24,207+8.6% | Added |
| Kestra Private Wealth Services, LLC | 304,470 | $73.0M | 1.24% | +6,741+2.3% | Added |
| Susquehanna Fundamental Investments, LLC | 303,656 | $72.8M | 1.22% | +303,656 | New |
| Badgley Phelps Wealth Managers, LLC | 302,573 | $72.5M | 1.69% | +3,761+1.3% | Added |
| Ieq Capital, LLC | 301,997 | $72.4M | 0.70% | +21,662+7.7% | Added |
| Synovus Financial Corp | 301,637 | $72.3M | 0.92% | −2,944−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 301,558 | $72.3M | 0.86% | +64,798+27.4% | Added |
| Welch Group, LLC | 301,071 | $72.1M | 3.24% | −4,866−1.6% | Reduced |
| Meyer Handelman Co | 298,501 | $71.6M | 2.48% | −688−0.2% | Reduced |