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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 94,276 | $22.6M | 0.79% | +7,167+8.2% | Added |
| Rice Partnership, LLC | 94,046 | $22.5M | 4.29% | +2,569+2.8% | Added |
| Leavell Investment Management, Inc. | 93,903 | $22.5M | 1.10% | +908+1.0% | Added |
| Baldwin Brothers Inc | 93,805 | $22.5M | 1.55% | +3,398+3.8% | Added |
| Rossmore Private Capital | 93,523 | $22.4M | 2.77% | +239+0.3% | Added |
| Northwest & Ethical Investments L.P. | 93,441 | $22.4M | 0.61% | +20,862+28.7% | Added |
| We Are One Seven, LLC | 93,292 | $22.4M | 0.86% | +5,443+6.2% | Added |
| GHP Investment Advisors, Inc. | 92,756 | $22.2M | 1.04% | +122+0.1% | Added |
| Fiduciary Group LLC | 92,703 | $22.2M | 2.23% | −1,918−2.0% | Reduced |
| Cabot Wealth Management Inc | 92,697 | $22.2M | 2.82% | −3,838−4.0% | Reduced |
| JGP Wealth Management, LLC | 92,387 | $22.1M | 2.86% | +631+0.7% | Added |
| Canandaigua National Bank & Trust Co | 92,213 | $22.1M | 2.18% | −1,353−1.4% | Reduced |
| AIA Group Ltd | 92,027 | $22.1M | 0.53% | +16,173+21.3% | Added |
| Trust Co of Virginia | 91,950 | $22.0M | 2.04% | −3,047−3.2% | Reduced |
| J. Safra Sarasin Holding AG | 91,803 | $22.0M | 0.37% | +29,984+48.5% | Added |
| Canada Post Corp Registered Pension Plan | 91,367 | $21.9M | 1.29% | +91,367 | New |
| Beese Fulmer Investment Management, Inc. | 90,958 | $21.8M | 1.86% | −1,138−1.2% | Reduced |
| Terry L. Blaker | 90,931 | $21.8M | 0.84% | −1,025−1.1% | Reduced |
| Independence Bank of Kentucky | 90,862 | $21.8M | 3.35% | +39,520+77.0% | Added |
| Coldstream Capital Management Inc | 90,855 | $21.8M | 0.46% | +444+0.5% | Added |
| Ballentine Partners, LLC | 90,763 | $21.8M | 0.37% | +3,910+4.5% | Added |
| GAMMA Investing LLC | 90,733 | $21.7M | 1.85% | +9,008+11.0% | Added |
| GAM Holding AG | 90,711 | $21.7M | 1.62% | +7,746+9.3% | Added |
| Barlow Wealth Partners, Inc. | 86,009 | $21.7M | 2.75% | +6,779+8.6% | Added |
| Lyell Wealth Management, LP | 90,055 | $21.6M | 1.94% | +180+0.2% | Added |
| Cincinnati Financial Corp | 90,000 | $21.6M | 0.47% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 89,933 | $21.6M | 1.38% | +833+0.9% | Added |
| Summit Trail Advisors, LLC | 89,722 | $21.5M | 0.79% | +10,879+13.8% | Added |
| Alberta Investment Management Corp | 89,720 | $21.5M | 0.14% | +62,520+229.9% | Added |
| Grimes & Company, Inc. | 89,513 | $21.5M | 0.62% | −46−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 89,390 | $21.4M | 0.47% | −783−0.9% | Reduced |
| Edge Wealth Management LLC | 89,382 | $21.4M | 4.34% | −1,239−1.4% | Reduced |
| Osher Van de Voorde Investment Management | 89,263 | $21.4M | 4.61% | −534−0.6% | Reduced |
| Phoenix Holdings Ltd. | 88,637 | $21.2M | 0.29% | −9,624−9.8% | Reduced |
| Wetherby Asset Management Inc | 88,488 | $21.2M | 1.02% | −3,263−3.6% | Reduced |
| Global Retirement Partners, LLC | 88,252 | $21.2M | 0.61% | +16,485+23.0% | Added |
| Biondo Investment Advisors, LLC | 88,146 | $21.1M | 2.91% | −1,659−1.8% | Reduced |
| Marex Group plc | 88,099 | $21.1M | 0.36% | +45,179+105.3% | Added |
| German American Bancorp, Inc. | 88,056 | $21.1M | 2.21% | +1,467+1.7% | Added |
| Bleakley Financial Group, LLC | 87,727 | $21.0M | 0.63% | +122+0.1% | Added |
| Harbour Trust & Investment Management Co | 87,540 | $21.0M | 2.39% | +160.0% | Added |
| Temasek Holdings (Private) Ltd | 87,431 | $21.0M | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 78,659 | $20.9M | 0.18% | −1,708−2.1% | Reduced |
| Westchester Capital Management, Inc. | 86,281 | $20.7M | 5.20% | −3,384−3.8% | Reduced |
| Dynamic Advisor Solutions LLC | 86,119 | $20.6M | 0.89% | −7,624−8.1% | Reduced |
| Montag A & Associates Inc | 85,927 | $20.6M | 0.98% | −1,444−1.7% | Reduced |
| Charter Trust Co | 85,886 | $20.6M | 1.35% | +916+1.1% | Added |
| Sand Hill Global Advisors, LLC | 85,676 | $20.5M | 0.87% | −2,371−2.7% | Reduced |
| Hilltop Holdings Inc. | 85,621 | $20.5M | 1.30% | +1,010+1.2% | Added |
| Arkadios Wealth Advisors | 85,609 | $20.5M | 1.12% | +4,928+6.1% | Added |
| Brookstone Capital Management | 85,357 | $20.5M | 0.30% | −3,943−4.4% | Reduced |
| Nixon Peabody Trust Co | 85,354 | $20.5M | 1.69% | +956+1.1% | Added |
| Peak Asset Management, LLC | 85,344 | $20.5M | 3.78% | −2,258−2.6% | Reduced |
| CCM Investment Advisers LLC | 85,255 | $20.4M | 2.26% | −1,582−1.8% | Reduced |
| Ledyard National Bank | 85,088 | $20.4M | 1.92% | −4,568−5.1% | Reduced |
| Wedbush Securities Inc | 84,763 | $20.3M | 0.72% | −1,711−2.0% | Reduced |
| Farmers Trust Co | 84,724 | $20.3M | 3.79% | −1,387−1.6% | Reduced |
| Allstate Corp | 84,629 | $20.3M | 0.60% | +82,110+3,259.6% | Added |
| Courier Capital LLC | 84,598 | $20.3M | 1.40% | −7,008−7.7% | Reduced |
| First Financial Bank - Trust Division | 84,559 | $20.3M | 1.89% | −1,460−1.7% | Reduced |
| Sienna Gestion | 84,491 | $20.3M | 1.37% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 84,448 | $20.2M | 0.39% | +84,448 | New |
| NewSquare Capital LLC | 85,117 | $20.2M | 1.62% | +1,981+2.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 84,226 | $20.2M | 2.12% | −5,231−5.8% | Reduced |
| Middleton & Co Inc | 84,061 | $20.2M | 2.23% | −1,402−1.6% | Reduced |
| Dnca Finance | 83,866 | $20.1M | 1.57% | +2,100+2.6% | Added |
| Chicago Partners Investment Group LLC | 82,549 | $20.1M | 0.67% | −789−0.9% | Reduced |
| Woodmont Investment Counsel LLC | 83,692 | $20.1M | 1.48% | −839−1.0% | Reduced |
| Cullinan Associates Inc | 83,142 | $19.9M | 1.28% | −8,710−9.5% | Reduced |
| MainStreet Investment Advisors LLC | 83,024 | $19.9M | 2.79% | −2,208−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 83,013 | $19.9M | 0.77% | +6,453+8.4% | Added |
| Forum Financial Management, LP | 82,979 | $19.9M | 0.33% | +2,820+3.5% | Added |
| Aviance Capital Partners, LLC | 82,665 | $19.8M | 2.74% | −825−1.0% | Reduced |
| Beach Investment Counsel Inc | 82,391 | $19.8M | 2.67% | −10,158−11.0% | Reduced |
| Essential Planning, LLC. | 84,888 | $19.7M | 0.13% | +83,457+5,832.1% | Added |
| Gladstone Institutional Advisory LLC | 82,231 | $19.7M | 0.91% | +1,110+1.4% | Added |
| Novare Capital Management LLC | 81,434 | $19.5M | 1.64% | −1,690−2.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 81,401 | $19.5M | 0.69% | +2,404+3.0% | Added |
| Means Investment Co., Inc. | 81,220 | $19.5M | 2.03% | −829−1.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 80,940 | $19.4M | 3.27% | −2,440−2.9% | Reduced |
| Palisade Asset Management, LLC | 80,923 | $19.4M | 1.97% | −308−0.4% | Reduced |
| United Asset Strategies, Inc. | 80,851 | $19.4M | 1.78% | −558−0.7% | Reduced |
| Verdence Capital Advisors LLC | 80,639 | $19.3M | 1.55% | −2,306−2.8% | Reduced |
| Mission Wealth Management, LP | 80,213 | $19.2M | 0.46% | +154+0.2% | Added |
| King Wealth | 80,202 | $19.2M | 2.80% | +2,728+3.5% | Added |
| WoodTrust Financial Corp | 80,050 | $19.2M | 2.70% | −56−0.1% | Reduced |
| Tufton Capital Management | 80,030 | $19.2M | 3.63% | −639−0.8% | Reduced |
| General American Investors Co Inc | 80,000 | $19.2M | 1.37% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $19.2M | 2.23% | 00.0% | Unchanged |
| GDS Wealth Management | 79,875 | $19.1M | 1.74% | +2,459+3.2% | Added |
| Whitener Capital Management, Inc. | 79,837 | $19.1M | 5.36% | −578−0.7% | Reduced |
| CAPROCK Group, Inc. | 79,803 | $19.1M | 0.63% | +2,937+3.8% | Added |
| Torray LLC | 79,093 | $19.0M | 2.72% | −8,126−9.3% | Reduced |
| Siemens Fonds Invest GmbH | 79,120 | $18.9M | 1.98% | +4,146+5.5% | Added |
| Boston Financial Mangement LLC | 78,707 | $18.9M | 0.57% | +1,012+1.3% | Added |
| Integrated Advisors Network LLC | 78,531 | $18.8M | 0.90% | −1,580−2.0% | Reduced |
| Wealthspire Advisors, LLC | 78,508 | $18.8M | 0.19% | +1,587+2.1% | Added |
| Baxter Bros Inc | 78,407 | $18.8M | 2.46% | −1,824−2.3% | Reduced |
| James Investment Research Inc | 78,285 | $18.8M | 2.23% | −1,646−2.1% | Reduced |
| FourThought Financial Partners, LLC | 77,983 | $18.7M | 1.94% | −1,303−1.6% | Reduced |