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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 200,522 | $48.1M | 1.17% | −37,466−15.7% | Reduced |
| Pensionmark Financial Group, LLC | 200,437 | $48.0M | 1.32% | +9,685+5.1% | Added |
| Howe & Rusling Inc | 200,107 | $48.0M | 4.13% | −2,754−1.4% | Reduced |
| MUFG Securities EMEA plc | 200,000 | $47.9M | 0.90% | +10.0% | Added |
| Clear Street LLC | 200,000 | $47.9M | 0.95% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 199,962 | $47.9M | 3.30% | +1,409+0.7% | Added |
| Maple Capital Management, Inc. | 199,590 | $47.8M | 3.52% | +444+0.2% | Added |
| GW&K Investment Management, LLC | 199,472 | $47.8M | 0.41% | −1,902−0.9% | Reduced |
| Nexus Investment Management ULC | 198,907 | $47.7M | 4.77% | −14,380−6.7% | Reduced |
| Meitav Dash Investments Ltd | 199,036 | $47.7M | 0.80% | +1,485+0.8% | Added |
| Brinker Capital Investments, LLC | 197,706 | $47.4M | 0.47% | +640.0% | Added |
| Orion Portfolio Solutions, LLC | 197,706 | $47.4M | 0.47% | +640.0% | Added |
| Clifford Swan Investment Counsel LLC | 197,663 | $47.4M | 1.70% | −5,781−2.8% | Reduced |
| Americana Partners, LLC | 197,031 | $47.2M | 1.93% | +166,436+544.0% | Added |
| Polaris Capital Management, LLC | 195,851 | $46.9M | 2.26% | −19,500−9.1% | Reduced |
| Braun Stacey Associates Inc | 195,561 | $46.9M | 1.75% | −4,507−2.3% | Reduced |
| Kentucky Retirement Systems | 195,517 | $46.9M | 1.38% | −2,693−1.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 195,271 | $46.8M | 2.87% | +1,399+0.7% | Added |
| Fort Washington Investment Advisors Inc | 194,855 | $46.7M | 0.28% | +12,266+6.7% | Added |
| Crossmark Global Holdings, Inc. | 194,519 | $46.6M | 0.85% | −19,141−9.0% | Reduced |
| Hancock Whitney Corp | 194,452 | $46.6M | 1.48% | −24,230−11.1% | Reduced |
| Meridian Wealth Management, LLC | 193,906 | $46.5M | 2.20% | −3,654−1.8% | Reduced |
| Congress Wealth Management LLC | 193,218 | $46.3M | 0.64% | −800−0.4% | Reduced |
| First National Trust Co | 193,111 | $46.3M | 1.74% | −1,252−0.6% | Reduced |
| St Germain D J Co Inc | 192,444 | $46.1M | 2.10% | +1,282+0.7% | Added |
| Pictet & Cie (Europe) SA | 192,182 | $46.1M | 1.01% | +1,229+0.6% | Added |
| Illinois Municipal Retirement Fund | 191,675 | $45.9M | 0.65% | −20,861−9.8% | Reduced |
| Dakota Wealth Management | 191,307 | $45.9M | 1.06% | +1,533+0.8% | Added |
| Washington Trust Co | 189,676 | $45.5M | 1.63% | −5,152−2.6% | Reduced |
| Erste Asset Management GmbH | 188,953 | $45.4M | 0.56% | −6,200−3.2% | Reduced |
| Smith, Salley & Associates | 188,317 | $45.1M | 2.90% | +1,417+0.8% | Added |
| Triglav Skladi, D.O.O. | 188,172 | $45.1M | 3.55% | +188,172 | New |
| Thomasville National Bank | 187,740 | $45.0M | 3.24% | −886−0.5% | Reduced |
| Estabrook Capital Management | 186,755 | $44.8M | 6.90% | −2,568−1.4% | Reduced |
| Segall Bryant & Hamill, LLC | 183,967 | $44.1M | 0.61% | −655−0.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 184,042 | $44.0M | 1.39% | −21,151−10.3% | Reduced |
| TownSquare Capital, LLC | 183,175 | $43.9M | 0.50% | +15,943+9.5% | Added |
| LMCG Investments, LLC | 182,481 | $43.7M | 2.68% | −5,212−2.8% | Reduced |
| Capital International Ltd | 181,598 | $43.5M | 1.78% | −2,916−1.6% | Reduced |
| Perfromance Wealth Partners, LLC | 181,580 | $43.5M | 1.40% | +15,979+9.6% | Added |
| Independent Advisor Alliance | 181,446 | $43.5M | 0.58% | +11,127+6.5% | Added |
| Cornerstone Investment Partners, LLC | 180,669 | $43.3M | 2.15% | −664−0.4% | Reduced |
| Kempen Capital Management N.V. | 180,485 | $43.3M | 0.43% | −21,500−10.6% | Reduced |
| Central Securities Corp | 180,000 | $43.1M | 4.12% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 179,792 | $43.1M | 4.12% | −880.0% | Reduced |
| KCM Investment Advisors LLC | 178,279 | $42.7M | 1.47% | +2,246+1.3% | Added |
| American Assets Investment Management, LLC | 177,600 | $42.6M | 3.47% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 177,118 | $42.5M | 0.40% | −749−0.4% | Reduced |
| Eagle Global Advisors LLC | 175,287 | $42.0M | 1.72% | +15,325+9.6% | Added |
| RSM US Wealth Management LLC | 175,435 | $42.0M | 0.60% | +9,409+5.7% | Added |
| NS Partners Ltd | 174,270 | $41.8M | 1.73% | −2,391−1.4% | Reduced |
| Hartford Investment Management Co | 173,966 | $41.7M | 1.37% | −5,107−2.9% | Reduced |
| Highland Capital Management, LLC | 173,900 | $41.7M | 2.38% | −7,011−3.9% | Reduced |
| Sculptor Capital LP | 173,300 | $41.5M | 0.66% | −70,000−28.8% | Reduced |
| Gradient Investments LLC | 173,293 | $41.5M | 0.84% | −699−0.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 173,150 | $41.5M | 2.38% | +1,686+1.0% | Added |
| Private Wealth Partners, LLC | 172,909 | $41.4M | 3.18% | −2,483−1.4% | Reduced |
| Prospera Financial Services Inc | 172,581 | $41.4M | 0.96% | +19,186+12.5% | Added |
| Conning Inc. | 172,110 | $41.3M | 1.45% | −18,981−9.9% | Reduced |
| Farmers & Merchants Investments Inc | 172,005 | $41.2M | 1.29% | +5,444+3.3% | Added |
| Fishman Jay A Ltd | 171,365 | $41.1M | 3.85% | −567−0.3% | Reduced |
| HB Wealth Management, LLC | 171,239 | $41.0M | 0.42% | +8,324+5.1% | Added |
| Blue Chip Partners, Inc. | 171,000 | $41.0M | 3.52% | −3,980−2.3% | Reduced |
| Cornerstone Advisors, LLC | 170,700 | $40.9M | 1.63% | 00.0% | Unchanged |
| Community Trust & Investment Co | 170,663 | $40.9M | 2.53% | −1,191−0.7% | Reduced |
| Chesley Taft & Associates LLC | 170,545 | $40.9M | 1.90% | −2,787−1.6% | Reduced |
| Randolph Co Inc | 170,423 | $40.9M | 4.57% | 00.0% | Unchanged |
| Central Trust Co | 170,263 | $40.8M | 1.00% | −640−0.4% | Reduced |
| Hosking Partners LLP | 169,507 | $40.6M | 1.59% | −49,225−22.5% | Reduced |
| Tower Research Capital LLC (TRC) | 169,238 | $40.6M | 0.81% | +49,897+41.8% | Added |
| Atria Wealth Solutions, Inc. | 169,167 | $40.6M | 0.44% | −5,508−3.2% | Reduced |
| Woodline Partners LP | 169,073 | $40.5M | 0.27% | +169,073 | New |
| Sandy Spring Bank | 168,261 | $40.3M | 1.63% | +3,505+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 167,960 | $40.3M | 2.13% | −900−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 166,811 | $40.0M | 0.58% | +16,892+11.3% | Added |
| Advisory Services Network, LLC | 163,642 | $39.2M | 0.73% | +12,165+8.0% | Added |
| Fisher Funds Management LTD | 162,270 | $38.9M | 0.94% | +162,270 | New |
| Anchor Capital Advisors LLC | 161,884 | $38.8M | 1.11% | −7,938−4.7% | Reduced |
| Matrix Asset Advisors Inc | 161,806 | $38.8M | 4.24% | −4,985−3.0% | Reduced |
| Savant Capital, LLC | 161,631 | $38.7M | 0.30% | +17,627+12.2% | Added |
| Integrated Wealth Concepts LLC | 161,549 | $38.7M | 0.45% | +15,079+10.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 161,190 | $38.6M | 1.78% | −21,370−11.7% | Reduced |
| Metis Global Partners, LLC | 161,123 | $38.6M | 1.16% | +1,395+0.9% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $38.6M | 0.33% | 00.0% | Unchanged |
| Rockland Trust Co | 160,694 | $38.5M | 1.96% | −28,832−15.2% | Reduced |
| Warren Averett Asset Management, LLC | 160,295 | $38.4M | 0.59% | +36,426+29.4% | Added |
| Madison Asset Management, LLC | 159,007 | $38.1M | 0.43% | −2,926−1.8% | Reduced |
| Madison Investment Advisors, LLC | 159,007 | $38.1M | 0.43% | +159,007 | New |
| Atlantic Union Bankshares Corp | 158,062 | $37.9M | 2.21% | −586−0.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 157,900 | $37.9M | 2.72% | +170+0.1% | Added |
| Marco Investment Management LLC | 157,469 | $37.7M | 3.26% | −2,885−1.8% | Reduced |
| Allen Investment Management LLC | 156,216 | $37.4M | 0.43% | −13,215−7.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 156,159 | $37.4M | 0.13% | −10,140−6.1% | Reduced |
| Stonebridge Capital Advisors LLC | 155,267 | $37.2M | 2.99% | −2,116−1.3% | Reduced |
| Modern Wealth Management, LLC | 155,243 | $37.2M | 1.39% | +128,244+475.0% | Added |
| Marsico Capital Management LLC | 155,206 | $37.2M | 1.01% | −179,117−53.6% | Reduced |
| South State Corp. | 154,062 | $36.9M | 2.42% | +1,589+1.0% | Added |
| RiverFront Investment Group, LLC | 153,511 | $36.8M | 0.84% | +9,597+6.7% | Added |
| Rit Capital Partners PLC | 152,600 | $36.6M | 8.88% | +152,600 | New |
| Hantz Financial Services, Inc. | 152,607 | $36.6M | 0.64% | −5,437−3.4% | Reduced |