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
- +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 152,130 | $36.5M | 0.86% | +29,668+24.2% | Added |
| Maryland State Retirement & Pension System | 151,776 | $36.4M | 0.78% | −13,032−7.9% | Reduced |
| Louisiana State Employees Retirement System | 151,400 | $36.3M | 0.68% | −8,800−5.5% | Reduced |
| Securian Asset Management, Inc | 151,312 | $36.3M | 1.06% | −6,049−3.8% | Reduced |
| Vestor Capital, LLC | 151,294 | $36.3M | 2.77% | +80.0% | Added |
| Wilsey Asset Management Inc | 151,214 | $36.2M | 6.72% | −1,598−1.0% | Reduced |
| Rothschild Investment LLC | 150,861 | $36.2M | 2.37% | −3,348−2.2% | Reduced |
| Northeast Financial Consultants Inc | 150,532 | $36.1M | 1.52% | −19,143−11.3% | Reduced |
| CBOE Vest Financial, LLC | 150,523 | $36.1M | 0.64% | +10,834+7.8% | Added |
| Franklin Street Advisors Inc | 150,344 | $36.0M | 2.40% | −825−0.5% | Reduced |
| First National Bank of Omaha | 150,122 | $36.0M | 2.34% | −8,934−5.6% | Reduced |
| Consulta Ltd | 150,000 | $36.0M | 2.35% | −200,000−57.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 148,977 | $35.7M | 0.99% | −5,731−3.7% | Reduced |
| Carret Asset Management, LLC | 148,730 | $35.7M | 3.90% | −1,562−1.0% | Reduced |
| FineMark National Bank & Trust | 148,521 | $35.6M | 1.24% | −1,655−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 148,189 | $35.5M | 0.80% | +1,128+0.8% | Added |
| Payden & Rygel | 147,650 | $35.4M | 3.05% | −36,400−19.8% | Reduced |
| Axxcess Wealth Management, LLC | 147,558 | $35.4M | 0.88% | +267+0.2% | Added |
| Valeo Financial Advisors, LLC | 171,858 | $35.3M | 0.99% | +609+0.4% | Added |
| Benjamin Edwards Inc | 147,225 | $35.3M | 0.51% | +6,669+4.7% | Added |
| Snowden Capital Advisors LLC | 147,175 | $35.3M | 1.10% | +2,873+2.0% | Added |
| Oak Associates, Ltd | 146,416 | $35.1M | 2.42% | −7,107−4.6% | Reduced |
| MMBG Investment Advisors Co. | 146,306 | $35.1M | 3.72% | −10,276−6.6% | Reduced |
| Schwerin Boyle Capital Management Inc | 146,236 | $35.1M | 3.60% | +400+0.3% | Added |
| Lowe Brockenbrough & Co Inc | 145,538 | $34.9M | 2.24% | −629−0.4% | Reduced |
| Wesleyan Assurance Society | 144,744 | $34.7M | 2.66% | −513−0.4% | Reduced |
| Bailard, Inc. | 144,866 | $34.7M | 0.89% | +9,629+7.1% | Added |
| Resources Investment Advisors, LLC. | 143,817 | $34.5M | 0.40% | +2,079+1.5% | Added |
| First Fiduciary Investment Counsel, Inc. | 143,510 | $34.4M | 7.00% | −1,331−0.9% | Reduced |
| Railway Pension Investments Ltd | 143,500 | $34.4M | 0.46% | +5,500+4.0% | Added |
| William Blair Investment Management, LLC | 142,962 | $34.3M | 0.08% | +142,962 | New |
| Appleton Partners Inc | 142,626 | $34.2M | 2.53% | −6,810−4.6% | Reduced |
| Natixis Investment Managers International | 142,585 | $34.2M | 2.64% | −51,525−26.5% | Reduced |
| WSFS Capital Management, LLC | 141,960 | $34.0M | 1.83% | −5,231−3.6% | Reduced |
| Fiduciary Alliance LLC | 141,701 | $34.0M | 3.43% | +30,293+27.2% | Added |
| TCG Advisory Services, LLC | 141,533 | $33.9M | 1.43% | +8,811+6.6% | Added |
| Neville Rodie & Shaw Inc | 141,181 | $33.8M | 2.47% | +4,181+3.1% | Added |
| NFJ Investment Group, LLC | 140,942 | $33.8M | 1.08% | −1,704−1.2% | Reduced |
| Apollon Wealth Management, LLC | 140,817 | $33.8M | 0.78% | +17,306+14.0% | Added |
| NBT Bank N A | 140,651 | $33.7M | 2.35% | −2,377−1.7% | Reduced |
| Park Avenue Securities LLC | 139,906 | $33.5M | 0.34% | +22,345+19.0% | Added |
| First Citizens Bank & Trust Co | 139,626 | $33.5M | 0.61% | −22,387−13.8% | Reduced |
| Noesis Capital Mangement Corp | 139,147 | $33.4M | 6.36% | −600.0% | Reduced |
| LaFleur & Godfrey LLC | 138,499 | $33.2M | 4.55% | −1,484−1.1% | Reduced |
| Osterweis Capital Management Inc | 138,025 | $33.1M | 1.54% | +138,025 | New |
| TAM Capital Management Inc. | 138,017 | $33.1M | 12.00% | +6,948+5.3% | Added |
| Dana Investment Advisors, Inc. | 137,766 | $33.0M | 1.09% | +907+0.7% | Added |
| Kanawha Capital Management LLC | 137,360 | $32.9M | 2.59% | +500.0% | Added |
| Norinchukin Bank, The | 137,301 | $32.9M | 0.70% | +9,233+7.2% | Added |
| New Mexico Educational Retirement Board | 135,650 | $32.5M | 1.09% | −4,800−3.4% | Reduced |
| Vinva Investment Management Ltd | 135,227 | $32.4M | 1.26% | +16,497+13.9% | Added |
| Perigon Wealth Management, LLC | 126,863 | $32.3M | 0.79% | +7,238+6.1% | Added |
| Penobscot Investment Management Company, Inc. | 134,226 | $32.2M | 2.92% | −301−0.2% | Reduced |
| Moors & Cabot, Inc. | 133,625 | $32.0M | 1.52% | +330.0% | Added |
| BLB&B Advisors, LLC | 133,603 | $32.0M | 1.63% | +2,820+2.2% | Added |
| Patten & Patten Inc | 133,270 | $31.9M | 2.11% | −1,759−1.3% | Reduced |
| Palisade Capital Management LLC | 132,277 | $31.7M | 0.85% | −4,682−3.4% | Reduced |
| Motley Fool Asset Management LLC | 131,988 | $31.6M | 1.65% | +17,488+15.3% | Added |
| Edgar Lomax Co | 131,865 | $31.6M | 2.04% | −2,510−1.9% | Reduced |
| Tower Bridge Advisors | 131,510 | $31.5M | 3.36% | −604−0.5% | Reduced |
| Abn Amro Investment Solutions | 130,497 | $31.3M | 0.58% | −13,125−9.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 129,795 | $31.1M | 3.52% | −3,216−2.4% | Reduced |
| Galvin, Gaustad & Stein, LLC | 129,784 | $31.1M | 2.79% | −7,507−5.5% | Reduced |
| Abner Herrman & Brock LLC | 129,706 | $31.1M | 3.86% | −1,732−1.3% | Reduced |
| Greenleaf Trust | 129,679 | $31.1M | 0.28% | +1,112+0.9% | Added |
| Parallel Advisors, LLC | 129,516 | $31.0M | 0.70% | +1,170+0.9% | Added |
| Private Management Group Inc | 129,485 | $31.0M | 1.12% | −32,555−20.1% | Reduced |
| Alley Investment Management Company, LLC | 129,246 | $31.0M | 3.92% | +1,290+1.0% | Added |
| Ninety One SA (PTY) Ltd | 128,397 | $30.8M | 6.79% | +17,378+15.7% | Added |
| Foundations Investment Advisors, LLC | 128,304 | $30.8M | 0.59% | +14,966+13.2% | Added |
| M.D. Sass Investors Services, Inc. | 128,302 | $30.8M | 2.36% | +128,302 | New |
| Dorsey & Whitney Trust CO LLC | 127,917 | $30.7M | 1.69% | +937+0.7% | Added |
| First Foundation Advisors | 127,447 | $30.6M | 1.15% | −4,398−3.3% | Reduced |
| TruWealth Advisors, LLC | 126,908 | $30.4M | 1.83% | −2,745−2.1% | Reduced |
| Bridgeway Capital Management, LLC | 126,566 | $30.3M | 0.68% | −18,686−12.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 126,297 | $30.3M | 0.57% | −620−0.5% | Reduced |
| Nemes Rush Group LLC | 126,045 | $30.2M | 3.74% | +2,839+2.3% | Added |
| Empowered Funds, LLC | 125,938 | $30.2M | 0.44% | +14,876+13.4% | Added |
| Narwhal Capital Management | 125,770 | $30.1M | 2.66% | −7,848−5.9% | Reduced |
| Banque Transatlantique SA | 230,847 | $30.1M | 0.77% | +230,847 | New |
| Choate Investment Advisors | 125,712 | $30.1M | 0.72% | +12,805+11.3% | Added |
| Verity & Verity, LLC | 125,567 | $30.1M | 2.75% | +11,927+10.5% | Added |
| Bourgeon Capital Management LLC | 125,520 | $30.1M | 5.62% | −2,129−1.7% | Reduced |
| HBK Sorce Advisory LLC | 125,193 | $30.0M | 0.91% | +2,217+1.8% | Added |
| First American Bank | 125,116 | $30.0M | 2.11% | +3,871+3.2% | Added |
| F/M Investments LLC | 124,828 | $29.9M | 1.10% | +22,666+22.2% | Added |
| La Banque Postale Asset Management SA | 124,797 | $29.9M | 0.40% | −74,713−37.4% | Reduced |
| Osborne Partners Capital Management, LLC | 124,783 | $29.9M | 1.73% | −3,142−2.5% | Reduced |
| Evergreen Capital Management LLC | 124,645 | $29.9M | 0.97% | +272+0.2% | Added |
| Resources Management Corp | 124,306 | $29.8M | 4.07% | −1,004−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 124,257 | $29.8M | 1.13% | +3,228+2.7% | Added |
| Cadinha & Co LLC | 124,173 | $29.8M | 4.94% | +124,173 | New |
| Cercano Management LLC | 124,024 | $29.7M | 0.76% | +121,591+4,997.6% | Added |
| KMG Fiduciary Partners, LLC | 123,413 | $29.6M | 2.45% | +88+0.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 123,300 | $29.6M | 2.30% | −1,834−1.5% | Reduced |
| First Long Island Investors, LLC | 122,663 | $29.4M | 2.34% | +79+0.1% | Added |
| Bollard Group LLC | 122,454 | $29.4M | 0.81% | −24,103−16.4% | Reduced |
| Kingsview Wealth Management, LLC | 122,378 | $29.3M | 0.57% | +4,283+3.6% | Added |
| Arvest Bank Trust Division | 122,310 | $29.3M | 1.77% | −3,049−2.4% | Reduced |
| Shufro Rose & Co LLC | 121,869 | $29.2M | 2.28% | −2,435−2.0% | Reduced |