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 |
|---|---|---|---|---|---|
| Man Group plc | 295,709 | $70.9M | 0.22% | −97,404−24.8% | Reduced |
| Bokf, NA | 295,494 | $70.9M | 1.20% | −2,066−0.7% | Reduced |
| Dodge & Cox | 293,280 | $70.3M | 0.04% | −10,295−3.4% | Reduced |
| Sequoia Financial Advisors, LLC | 292,578 | $70.1M | 0.68% | +9,292+3.3% | Added |
| Vontobel Holding Ltd. | 290,394 | $69.6M | 0.24% | +11,405+4.1% | Added |
| Miller Howard Investments Inc | 289,669 | $69.4M | 2.28% | −33,818−10.5% | Reduced |
| Wealthfront Advisers LLC | 289,162 | $69.3M | 0.20% | +16,746+6.1% | Added |
| Guggenheim Capital LLC | 288,952 | $69.3M | 0.57% | −46,784−13.9% | Reduced |
| Argent Trust Co | 287,764 | $69.0M | 2.81% | +769+0.3% | Added |
| Seizert Capital Partners, LLC | 284,914 | $68.3M | 3.08% | +12,919+4.7% | Added |
| Jefferies Financial Group Inc. | 284,875 | $68.3M | 0.76% | +247,287+657.9% | Added |
| Alpha Cubed Investments, LLC | 284,661 | $68.2M | 3.12% | +41,489+17.1% | Added |
| Aristotle Atlantic Partners, LLC | 283,951 | $68.1M | 2.14% | −12,024−4.1% | Reduced |
| Stratos Wealth Partners, LTD. | 279,734 | $67.1M | 0.95% | +30,178+12.1% | Added |
| Tocqueville Asset Management L.P. | 279,039 | $66.9M | 1.05% | −370.0% | Reduced |
| PGGM Investments | 277,042 | $66.4M | 0.88% | −13,125−4.5% | Reduced |
| Toroso Investments, LLC | 276,892 | $66.4M | 0.55% | +137,383+98.5% | Added |
| Impax Asset Management Group plc | 276,035 | $66.2M | 0.30% | −35,049−11.3% | Reduced |
| Union Bancaire Privee, UBP SA | 284,495 | $66.1M | 1.17% | +284,495 | New |
| North Star Investment Management Corp. | 268,859 | $64.4M | 4.49% | −2,783−1.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 267,825 | $64.2M | 2.78% | −1,652−0.6% | Reduced |
| Mizuho Securities USA LLC | 266,830 | $64.0M | 1.16% | +82,336+44.6% | Added |
| Roffman Miller Associates Inc | 266,309 | $63.8M | 3.93% | −10,534−3.8% | Reduced |
| United Services Automobile Association | 266,087 | $63.8M | 2.08% | +8,353+3.2% | Added |
| Nicholas Company, Inc. | 264,490 | $63.4M | 1.03% | −17,860−6.3% | Reduced |
| Bowen Hanes & Co Inc | 264,210 | $63.3M | 1.70% | +3,553+1.4% | Added |
| Ceredex Value Advisors LLC | 263,774 | $63.2M | 1.28% | +23,518+9.8% | Added |
| Atria Investments LLC | 263,442 | $63.1M | 0.79% | −3,829−1.4% | Reduced |
| Pacer Advisors, Inc. | 263,386 | $63.1M | 0.14% | +33,051+14.3% | Added |
| Silvercrest Asset Management Group LLC | 262,648 | $63.0M | 0.42% | +75,356+40.2% | Added |
| Deprince Race & Zollo Inc | 262,176 | $62.8M | 1.25% | −820.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 260,662 | $62.6M | 0.66% | −29,504−10.2% | Reduced |
| BNP Paribas | 257,774 | $62.5M | 2.54% | +31,211+13.8% | Added |
| Elo Mutual Pension Insurance Co | 259,644 | $62.2M | 1.32% | −13,277−4.9% | Reduced |
| Capitolis Liquid Global Markets LLC | 259,500 | $62.2M | 0.61% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 256,842 | $61.6M | 0.98% | +256,842 | New |
| Clearstead Advisors, LLC | 254,113 | $60.9M | 0.93% | +3,708+1.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 253,704 | $60.8M | 0.87% | +1,169+0.5% | Added |
| Daymark Wealth Partners, LLC | 352,440 | $60.6M | 2.56% | +440+0.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $60.5M | 0.53% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 252,390 | $60.5M | 1.93% | +6,341+2.6% | Added |
| Todd Asset Management LLC | 250,797 | $60.1M | 1.44% | −98,426−28.2% | Reduced |
| Andra AP-fonden | 250,100 | $60.0M | 0.96% | −35,800−12.5% | Reduced |
| Spears Abacus Advisors LLC | 249,845 | $59.9M | 1.23% | −34,344−12.1% | Reduced |
| iA Global Asset Management Inc. | 249,315 | $59.8M | 1.05% | −2,078−0.8% | Reduced |
| Kimelman & Baird, LLC | 248,941 | $59.7M | 4.74% | −7,671−3.0% | Reduced |
| Allianz SE | 248,899 | $59.6M | 1.55% | +9,605+4.0% | Added |
| Crestwood Advisors Group LLC | 247,066 | $59.2M | 1.11% | +4,442+1.8% | Added |
| Brandes Investment Partners, LP | 246,051 | $59.0M | 0.66% | −47,980−16.3% | Reduced |
| Parsons Capital Management Inc | 243,016 | $58.3M | 3.16% | +100,363+70.4% | Added |
| ZWJ Investment Counsel Inc | 242,954 | $58.2M | 2.41% | −3,513−1.4% | Reduced |
| Capital Fund Management S.A. | 242,010 | $58.0M | 0.57% | +242,010 | New |
| Oregon Public Employees Retirement Fund | 241,360 | $57.9M | 1.06% | −2,114−0.9% | Reduced |
| Busey Wealth Management | 240,170 | $57.6M | 1.89% | +3,805+1.6% | Added |
| McDonald Capital Investors Inc | 238,100 | $57.1M | 3.59% | −3,405−1.4% | Reduced |
| Argent Capital Management LLC | 237,948 | $57.0M | 1.61% | −4,761−2.0% | Reduced |
| First Horizon Advisors, Inc. | 236,808 | $56.8M | 1.59% | −2,458−1.0% | Reduced |
| Modera Wealth Management, LLC | 233,473 | $56.0M | 0.68% | −2,303−1.0% | Reduced |
| Moran Wealth Management, LLC | 232,845 | $55.8M | 1.78% | −417−0.2% | Reduced |
| Polar Capital Holdings Plc | 232,362 | $55.7M | 0.31% | −17,581−7.0% | Reduced |
| Foundry Partners, LLC | 232,117 | $55.6M | 2.80% | −14,148−5.7% | Reduced |
| Johnson Investment Counsel Inc | 231,772 | $55.6M | 0.54% | −1,066−0.5% | Reduced |
| Applied Finance Capital Management, LLC | 230,168 | $55.2M | 2.40% | +31,712+16.0% | Added |
| NorthCrest Asset Manangement, LLC | 230,095 | $55.2M | 1.65% | −1,077−0.5% | Reduced |
| First Manhattan Co | 230,031 | $55.1M | 0.16% | −3,879−1.7% | Reduced |
| Evelyn Partners Investment Management LLP | 229,458 | $55.0M | 1.79% | +229,458 | New |
| Destination Wealth Management | 229,392 | $55.0M | 1.72% | −8,731−3.7% | Reduced |
| Cooke & Bieler LP | 229,186 | $54.9M | 0.53% | −197,323−46.3% | Reduced |
| Salem Investment Counselors Inc | 228,599 | $54.8M | 1.80% | −4,683−2.0% | Reduced |
| Cambiar Investors LLC | 226,329 | $54.3M | 2.15% | −9,782−4.1% | Reduced |
| HighPoint Advisor Group LLC | 198,306 | $54.1M | 2.94% | −463−0.2% | Reduced |
| Intech Investment Management LLC | 224,962 | $53.9M | 0.52% | +98,584+78.0% | Added |
| Sabal Trust CO | 223,676 | $53.6M | 3.10% | −14,637−6.1% | Reduced |
| Gulf International Bank (UK) Ltd | 223,542 | $53.6M | 1.35% | −2,457−1.1% | Reduced |
| Capital Investment Advisors, LLC | 218,268 | $52.3M | 1.07% | +407+0.2% | Added |
| Boston Private Wealth LLC | 217,752 | $52.2M | 0.98% | +217,752 | New |
| Gamco Investors, Inc. Et Al | 217,355 | $52.1M | 0.55% | −11,640−5.1% | Reduced |
| Baker Avenue Asset Management, LP | 217,036 | $52.0M | 1.59% | −3,914−1.8% | Reduced |
| Prudential PLC | 217,018 | $52.0M | 0.26% | −53,502−19.8% | Reduced |
| Villere St Denis J & Co LLC | 216,662 | $51.9M | 4.69% | −8,177−3.6% | Reduced |
| Ingalls & Snyder LLC | 216,230 | $51.8M | 2.04% | −3,369−1.5% | Reduced |
| Nomura Holdings Inc | 216,116 | $51.8M | 0.27% | +112,724+109.0% | Added |
| Wharton Business Group, LLC | 215,835 | $51.7M | 2.34% | −2,920−1.3% | Reduced |
| Venture Visionary Partners LLC | 215,245 | $51.6M | 2.19% | −2,874−1.3% | Reduced |
| Country Trust Bank | 215,120 | $51.6M | 1.29% | −24,949−10.4% | Reduced |
| Main Street Research LLC | 214,725 | $51.5M | 3.21% | +4,168+2.0% | Added |
| Trust Co of Vermont | 214,320 | $51.4M | 2.50% | +3,477+1.6% | Added |
| Generali Asset Management SPA SGR | 213,544 | $51.2M | 1.31% | +213,544 | New |
| Heritage Investors Management Corp | 213,069 | $51.1M | 1.65% | −1,331−0.6% | Reduced |
| Howard Capital Management Group, LLC | 211,651 | $50.7M | 3.47% | +315+0.1% | Added |
| Chilton Capital Management LLC | 211,614 | $50.7M | 2.14% | −1,282−0.6% | Reduced |
| FreeGulliver LLC | 211,332 | $50.7M | 26.44% | −937−0.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 210,763 | $50.5M | 1.91% | −52,200−19.9% | Reduced |
| Mill Capital Management, LLC | 210,537 | $50.5M | 3.99% | −2,143−1.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 210,309 | $50.4M | 0.16% | −132,169−38.6% | Reduced |
| Klingenstein Fields & Co LP | 207,251 | $49.7M | 2.00% | −3,401−1.6% | Reduced |
| Taurus Asset Management, LLC | 205,849 | $49.3M | 4.80% | −2,425−1.2% | Reduced |
| WestEnd Advisors, LLC | 202,867 | $48.6M | 1.24% | +2,068+1.0% | Added |
| Northeast Investment Management | 201,855 | $48.4M | 2.15% | −1,801−0.9% | Reduced |
| Jupiter Asset Management Ltd | 201,735 | $48.4M | 0.47% | +102+0.1% | Added |