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 |
|---|---|---|---|---|---|
| Premier Fund Managers Ltd | 118,307 | $28.3M | 1.01% | +25,592+27.6% | Added |
| Culbertson A N & Co Inc | 117,847 | $28.2M | 4.49% | −1,875−1.6% | Reduced |
| Janney Capital Management LLC | 117,740 | $28.2M | 1.87% | −24,464−17.2% | Reduced |
| Rempart Asset Management Inc. | 117,486 | $28.2M | 5.60% | −5,340−4.3% | Reduced |
| Adell Harriman & Carpenter Inc | 117,092 | $28.1M | 1.95% | +445+0.4% | Added |
| ARS Wealth Advisors Group, LLC | 116,333 | $27.9M | 3.84% | −2,540−2.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 116,316 | $27.9M | 1.43% | +2,782+2.5% | Added |
| Wolverine Trading, LLC | 116,423 | $27.9M | 0.63% | +110,927+2,018.3% | Added |
| Absher Wealth Management, LLC | 115,790 | $27.8M | 3.63% | −13,665−10.6% | Reduced |
| Congress Asset Management Co | 114,865 | $27.5M | 0.19% | +15,764+15.9% | Added |
| Fred Alger Management, LLC | 114,633 | $27.5M | 0.13% | +2,955+2.6% | Added |
| Private Capital Management, LLC | 114,003 | $27.3M | 2.91% | −1,000−0.9% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 113,675 | $27.2M | 3.30% | +111,205+4,502.2% | Added |
| Sonora Investment Management Group, LLC | 113,646 | $27.2M | 2.09% | +1,480+1.3% | Added |
| Drexel Morgan & Co. | 113,589 | $27.2M | 5.62% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 112,410 | $26.9M | 3.33% | +297+0.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 112,410 | $26.9M | 1.87% | −565−0.5% | Reduced |
| Brown Brothers Harriman & Co | 111,870 | $26.8M | 0.19% | +6,553+6.2% | Added |
| DuPont Capital Management Corp | 111,410 | $26.7M | 2.49% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 111,309 | $26.7M | 5.27% | −28,906−20.6% | Reduced |
| Logan Capital Management Inc | 111,286 | $26.7M | 1.12% | −1,000−0.9% | Reduced |
| ProVise Management Group, LLC | 111,253 | $26.7M | 2.29% | −7,307−6.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 111,210 | $26.7M | 0.46% | +22,701+25.6% | Added |
| Burney Co | 110,499 | $26.5M | 0.94% | +87,313+376.6% | Added |
| Smith Group Asset Management, LLC | 110,497 | $26.5M | 1.95% | +1,457+1.3% | Added |
| Gillespie Robinson & Grimm Inc | 110,470 | $26.5M | 2.08% | −4,116−3.6% | Reduced |
| Clear Harbor Asset Management, LLC | 110,412 | $26.5M | 2.13% | −6,483−5.5% | Reduced |
| Rbo & Co LLC | 110,372 | $26.5M | 4.31% | −1,060−1.0% | Reduced |
| Rothschild Capital Partners, LLC | 110,243 | $26.4M | 6.41% | +5,313+5.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 110,193 | $26.4M | 4.36% | −405−0.4% | Reduced |
| Dearborn Partners LLC | 110,173 | $26.4M | 1.11% | −500.0% | Reduced |
| Vident Advisory, LLC | 110,104 | $26.4M | 0.46% | +1,617+1.5% | Added |
| Colonial Trust Advisors | 109,870 | $26.3M | 2.33% | −2,386−2.1% | Reduced |
| Texas Yale Capital Corp. | 109,558 | $26.3M | 1.06% | +70+0.1% | Added |
| Azimuth Capital Investment Management LLC | 109,307 | $26.2M | 1.02% | −2,926−2.6% | Reduced |
| Transform Wealth, LLC | 109,013 | $26.1M | 1.45% | +12,334+12.8% | Added |
| Easterly Investment Partners LLC | 108,981 | $26.1M | 2.05% | −7,038−6.1% | Reduced |
| South Dakota Investment Council | 108,928 | $26.1M | 0.52% | −346−0.3% | Reduced |
| Edge Capital Group, LLC | 108,854 | $26.1M | 1.16% | +1,213+1.1% | Added |
| Kodai Capital Management LP | 108,413 | $26.0M | 1.07% | +108,413 | New |
| Freestone Capital Holdings, LLC | 108,130 | $25.9M | 0.90% | −141−0.1% | Reduced |
| Callahan Advisors, LLC | 108,115 | $25.9M | 2.44% | −7,672−6.6% | Reduced |
| Linscomb & Williams, Inc. | 107,809 | $25.8M | 1.29% | −104−0.1% | Reduced |
| National Asset Management, Inc. | 107,394 | $25.7M | 0.84% | −12,585−10.5% | Reduced |
| CWA Asset Management Group, LLC | 107,146 | $25.7M | 1.30% | +11,398+11.9% | Added |
| SS&H Financial Advisors, Inc. | 106,532 | $25.5M | 9.30% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 98,515 | $25.5M | 2.63% | −1,571−1.6% | Reduced |
| Strategic Wealth Designers | 117,863 | $25.5M | 1.63% | +16,215+16.0% | Added |
| Cary Street Partners Financial LLC | 105,978 | $25.4M | 0.83% | +105,978 | New |
| Sit Investment Associates Inc | 105,802 | $25.4M | 0.58% | −18,073−14.6% | Reduced |
| Grassi Investment Management | 105,585 | $25.3M | 2.16% | −873−0.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 105,471 | $25.3M | 0.34% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 105,297 | $25.2M | 0.49% | +2,195+2.1% | Added |
| Longbow Finance SA | 104,964 | $25.2M | 2.75% | −3,997−3.7% | Reduced |
| Concurrent Investment Advisors, LLC | 104,610 | $25.1M | 0.68% | +11,678+12.6% | Added |
| Miracle Mile Advisors, LLC | 104,595 | $25.1M | 0.51% | +38,078+57.2% | Added |
| Dixon Mitchell Investment Counsel Inc. | 104,530 | $25.1M | 1.16% | −40,402−27.9% | Reduced |
| New Age Alpha Advisors, LLC | 104,460 | $25.0M | 1.01% | +104,332+81,509.4% | Added |
| Sumitomo Life Insurance Co | 104,387 | $25.0M | 0.47% | −4,032−3.7% | Reduced |
| Harvest Portfolios Group Inc. | 104,312 | $25.0M | 0.83% | −5,630−5.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 104,024 | $25.0M | 0.71% | −13,148−11.2% | Reduced |
| Birch Hill Investment Advisors LLC | 103,616 | $24.8M | 1.15% | −1,349−1.3% | Reduced |
| Mutual Advisors, LLC | 97,621 | $24.8M | 0.72% | −8,311−7.8% | Reduced |
| Pallas Capital Advisors LLC | 103,303 | $24.8M | 1.06% | −3,118−2.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 102,715 | $24.6M | 2.59% | −979−0.9% | Reduced |
| Old National Bancorp | 102,402 | $24.5M | 0.58% | −3,288−3.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 102,230 | $24.5M | 0.33% | +7,299+7.7% | Added |
| Trust Co of Toledo NA | 101,897 | $24.4M | 3.20% | +64+0.1% | Added |
| Cullen Investment Group, Ltd. | 101,499 | $24.3M | 3.59% | +313+0.3% | Added |
| Q Capital Solutions | 101,369 | $24.3M | 9.51% | +15,952+18.7% | Added |
| United Bank | 101,117 | $24.2M | 2.89% | −500−0.5% | Reduced |
| Cohen Capital Management, Inc. | 100,858 | $24.2M | 4.03% | −1,003−1.0% | Reduced |
| Empirical Finance, LLC | 99,845 | $23.9M | 1.38% | −1,432−1.4% | Reduced |
| Thoroughbred Financial Services, LLC | 99,762 | $23.9M | 1.46% | +1,181+1.2% | Added |
| Webster Bank, N. A. | 99,444 | $23.8M | 2.56% | −1,670−1.7% | Reduced |
| Level Four Advisory Services, LLC | 99,025 | $23.7M | 0.97% | +533+0.5% | Added |
| Washington Trust Bank | 98,214 | $23.5M | 2.26% | −6,645−6.3% | Reduced |
| Tritonpoint Wealth, LLC | 97,975 | $23.5M | 2.13% | −2,628−2.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 97,925 | $23.5M | 0.37% | +629+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 97,908 | $23.5M | 1.27% | +7,620+8.4% | Added |
| Yarbrough Capital, LLC | 97,875 | $23.5M | 0.90% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 97,253 | $23.3M | 2.75% | −5,790−5.6% | Reduced |
| Cidel Asset Management Inc | 97,247 | $23.3M | 1.57% | −967−1.0% | Reduced |
| Fort Sheridan Advisors LLC | 96,781 | $23.2M | 3.39% | +897+0.9% | Added |
| Hamilton Capital Partners Inc. | 96,735 | $23.2M | 1.73% | +10,578+12.3% | Added |
| Assenagon Asset Management S.A. | 96,355 | $23.1M | 0.04% | −2,506−2.5% | Reduced |
| Talbot Financial, LLC | 96,049 | $23.0M | 2.74% | −389−0.4% | Reduced |
| Guardian Partners Inc. | 94,615 | $23.0M | 2.34% | +94,615 | New |
| Merit Financial Group, LLC | 95,629 | $22.9M | 0.41% | +27,264+39.9% | Added |
| Grand Jean Capital Management Inc | 95,627 | $22.9M | 5.32% | −331−0.3% | Reduced |
| Shelton Capital Management | 95,623 | $22.9M | 0.57% | −7,002−6.8% | Reduced |
| Albion Financial Group | 95,568 | $22.9M | 1.57% | −666−0.7% | Reduced |
| Oak Harvest Investment Services | 95,487 | $22.9M | 3.19% | −4,434−4.4% | Reduced |
| CSM Advisors, LLC | 95,277 | $22.8M | 1.07% | −2,523−2.6% | Reduced |
| Bragg Financial Advisors, Inc | 95,197 | $22.8M | 0.92% | −3,130−3.2% | Reduced |
| Spire Wealth Management | 95,060 | $22.8M | 0.71% | +911+1.0% | Added |
| Courant Investment Management LLC | 94,897 | $22.7M | 19.25% | −14,695−13.4% | Reduced |
| Motco | 94,679 | $22.7M | 2.33% | −3,266−3.3% | Reduced |
| Forbes J M & Co LLP | 94,535 | $22.7M | 2.18% | −19,209−16.9% | Reduced |
| TD Private Client Wealth LLC | 94,387 | $22.6M | 0.63% | −208−0.2% | Reduced |