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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; 5,158 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

Q1 2025 vs. Q4 2024

How the institutions holding JPMorgan Chase & Co changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of JPM: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders4,680774,679+76
Shares2.05B22.3M2.02B−6.14M (−0.3%)
Value$490.0B$5.34B$494.6B+$9.91B (+2.0%)

77 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (207)

Institutions that held JPMorgan Chase & Co at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 207 by value.

Institutions new to JPM in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC16,195,706$3.97B1.25%
Alecta Pensionsforsakring, Omsesidigt1,135,500$278.5M1.56%
Samlyn Capital, LLC1,085,244$266.2M4.39%
Qube Research & Technologies Ltd776,249$190.4M0.30%
Virginia Retirement Systems Et Al599,738$147.1M1.09%
ASR Vermogensbeheer N.V.515,437$126.4M1.87%
Parnassus Investments373,822$91.7M0.22%
OP Asset Management Ltd295,220$72.4M1.22%
Caxton Associates LLP293,738$72.1M2.51%
Rakuten Investment Management, Inc.256,097$62.2M0.28%
Soros Fund Management LLCSuperinvestorSoros Fund Management230,963$56.7M1.01%
Tudor Investment Corp Et Al148,748$36.5M0.33%
ExodusPoint Capital Management, LP139,858$34.3M0.45%
AG2R la Mondiale Gestion D'Actifs124,574$32.9M1.78%
Shellback Capital, LP125,000$30.7M2.97%
Parkwood LLC112,109$27.5M2.69%
Trexquant Investment LP104,189$25.6M0.30%
Laurion Capital Management LP84,666$20.8M1.60%
Bridgewater Associates, LP82,467$20.2M0.09%
Banque Cantonale Vaudoise79,482$19.5M0.86%
VestGen Advisors, LLC63,659$15.6M0.71%
Covea Finance61,700$15.1M0.69%
Cardinal Point Capital Management, ULC60,888$14.9M1.37%
Brevan Howard Capital Management LP60,800$14.9M0.42%
SCS Capital Management LLC59,437$14.6M0.19%
Tairen Capital Ltd58,995$14.5M0.96%
Walter Public Investments Inc.58,324$14.3M2.67%
Exane Asset Management49,243$13.0M7.59%
Smithbridge Asset Management Inc46,549$11.4M2.12%
Moore Capital Management, LP43,171$10.6M0.35%
Alyeska Investment Group, L.P.42,994$10.5M0.04%
GW Henssler & Associates Ltd41,206$10.1M0.58%
Genus Capital Management Inc.37,353$9.16M1.33%
S-Bank Fund Management Ltd36,936$9.06M1.71%
Beutel, Goodman & Co Ltd.35,488$8.71M0.05%
Cinctive Capital Management LP34,566$8.48M0.68%
Private Wealth Asset Management, LLC32,232$7.91M1.14%
Advisor Resource Council35,103$7.60M0.61%
Qsemble Capital Management, LP27,180$6.67M0.71%
Caliber Wealth Management, LLC26,645$6.54M0.89%
Inscription Capital, LLC32,315$6.47M1.08%
Aquatic Capital Management LLC24,955$6.12M0.16%
Tounjian Advisory Partners, LLC24,284$5.96M1.12%
Ally Financial Inc.23,000$5.64M0.63%
Centre Asset Management, LLC22,560$5.53M1.42%
Governors Lane LP22,500$5.52M1.19%
Consolidated Capital Management, LLC21,083$5.17M2.15%
Itau Unibanco Holding S.A.20,394$5.00M0.19%
Teza Capital Management LLC18,481$4.53M2.07%
Graybill Bartz & Assoc Ltd18,050$4.43M1.52%
Alpine Bank Wealth Management17,776$4.36M0.70%
Marshall Wace, LLP17,700$4.34M0.01%
Strategic Planning, Inc.17,204$4.22M2.38%
Wills Financial Group LLC16,841$4.13M1.83%
Sweeney & Michel, LLC18,236$3.95M1.73%
Zions Bancorporation, National Association15,942$3.91M0.25%
Tower Trust & Investment Co15,569$3.81M3.07%
Cornerstone Enterprises, LLC15,107$3.71M2.26%
Hicks Capital Management LLC14,990$3.68M4.87%
Broadleaf Partners, LLC13,573$3.33M0.87%
Carmignac Gestion13,374$3.28M0.05%
Greenup Street Wealth Management LLC13,218$3.24M0.64%
Advisors Preferred, LLC12,500$3.05M0.41%
Q3 Asset Management11,815$2.90M1.98%
Sciencast Management LP11,012$2.70M0.62%
RedJay Asset Management Inc.11,000$2.70M1.46%
London & Capital Asset Management Ltd10,652$2.61M0.22%
SummitTX Capital, L.P.10,523$2.58M0.11%
Bayview Asset Management, LLC9,057$2.22M2.50%
Yukon Wealth Management, Inc.8,931$2.19M0.91%
Aigen Investment Management, LP8,748$2.15M0.34%
Cim, LLC8,666$2.13M0.32%
Lecap Asset Management Ltd8,595$2.11M0.49%
Terra Nova Asset Management LLC8,228$2.02M1.59%
SWP Investment Management LLC7,682$1.88M2.35%
Viewpoint Investment Partners Corp7,495$1.84M0.99%
Headlands Technologies LLC6,388$1.57M0.18%
Accuvest Global Advisors6,184$1.52M1.29%
Barden Capital Management, Inc.6,051$1.48M1.32%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.5,960$1.46M5.93%
Beaumont Capital Management, LLC5,900$1.45M1.07%
Quest Partners LLC5,633$1.38M0.15%
U S Global Investors Inc5,500$1.35M0.18%
QTR Family Wealth, LLC5,264$1.29M0.97%
Kingsman Wealth Management, Inc.5,192$1.27M0.93%
Pandora Wealth, Inc.5,187$1.27M0.84%
FORM Wealth Advisors, LLC5,115$1.25M0.17%
Brookwood Investment Group LLC4,938$1.21M0.21%
ISAM Funds (UK) Ltd4,740$1.16M0.57%
Camelot Portfolios, LLC4,696$1.15M0.71%
Capital Markets Trading UK LLP4,291$1.05M1.20%
Aspen Capital Management, LLC4,280$1.05M0.34%
111 Capital4,155$1.02M0.20%
Win Advisors, Inc4,004$982.2K0.50%
Future Fund LLC3,933$964.8K1.24%
Balance Wealth, LLC3,880$951.8K0.62%
BLI - Banque de Luxembourg Investments3,800$921.1K0.03%
Koss-Olinger Consulting, LLC3,734$916.0K0.08%
North Capital, Inc.3,666$899.3K0.85%
Mission Financial Group, LLC2,999$882.3K0.82%

Sold out (131)

Institutions that held JPMorgan Chase & Co at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 131 by value.

Institutions that sold out of JPM in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Discovery Capital Management, LLC331,900$79.6M
Consulta Ltd150,000$36.0M
Park Avenue Securities LLC139,906$33.5M
Cercano Management LLC124,024$29.7M
Wolverine Trading, LLC116,423$27.9M
Grand Jean Capital Management Inc95,627$22.9M
Mizuho Markets Americas LLC84,448$20.2M
VGI Partners Ltd74,593$17.9M
GFS Advisors, LLC48,516$11.6M
First Hawaiian Bank47,964$11.5M
Soros Capital Management LLC42,650$10.2M
International Assets Investment Management, LLC1,582,078$9.88M
Edgestream Partners, L.P.37,567$9.01M
Lombard Odier Asset Management (Europe) Ltd34,345$8.23M
Jain Global LLC33,119$7.94M
Hansen & Associates Financial Group, Inc.29,487$7.11M
Proequities, Inc.26,916$7.11M
Coppell Advisory Solutions LLC21,477$5.14M
WMS Partners, LLC19,114$4.58M
Stoneridge Investment Partners LLC18,917$4.54M
Jump Financial, LLC13,013$3.12M
Two Sigma Securities, LLC9,652$2.31M
Rezny Wealth Management, Inc.8,833$2.12M
Neo Ivy Capital Management7,995$1.92M
Herbst Group, LLC7,295$1.75M
Central Asset Investments & Management Holdings (HK) Ltd7,119$1.71M
Caz Investments LP6,600$1.58M
Bridgewealth Advisory Group, LLC5,560$1.54M
PCA Investment Advisory Services Inc.6,402$1.53M
Elser Financial Planning, Inc5,592$1.34M
Aster Capital Management (DIFC) Ltd5,485$1.31M
Angeles Investment Advisors, LLC5,416$1.30M
XTX Topco Ltd5,225$1.25M
Whalen Wealth Management Inc.5,190$1.24M
Steamboat Capital Partners, LLC4,981$1.19M
Meridian Management Co4,692$1.12M
Liberty Wealth Management LLC4,589$1.10M
Synergy Financial Management, LLC4,998$1.09M
Myriad Asset Management US LP4,482$1.07M
Napa Wealth Management4,250$1.02M
Silphium Asset Management Ltd4,240$1.02M
Maxi Investments CY Ltd4,091$981.0K
Connective Portfolio Management, LLC4,080$978.0K
Impact Partnership Wealth, LLC4,000$959.0K
Epacria Capital Partners, LLC4,000$958.8K
Taika Capital, LP3,903$935.6K
Miller Financial Services LLC3,593$861.3K
Farringdon Capital, Ltd.3,292$789.1K
Visionary Horizons, LLC3,254$780.2K
Capital CS Group, LLC3,075$737.1K
Hamilton Capital Partners, LLC2,881$690.7K
Morningstar Investment Management LLC2,852$684.0K
Wela Strategies, Inc.1,398$679.5K
Centered Wealth LLC dba Miller Equity Capital Advisors2,677$641.7K
Breakthru Advisory Services, LLC2,545$610.1K
Accredited Investor Services, LLC2,522$604.5K
Clear Street Markets LLC2,500$599.3K
Unigestion Holding SA2,500$599.3K
FFT Wealth Management LLC2,343$561.6K
Sovereign Investment Advisors, LLC2,328$558.0K
O'Neil Global Advisors, Inc.2,216$531.0K
Cook Wealth Management Group LLC1,893$503.4K
Nan Shan Life Insurance Co., Ltd.2,048$490.9K
Hill Investment Group Partners, LLC2,036$488.1K
Jacobson & Schmitt Advisors, LLC2,015$483.0K
XY Planning Network, Inc.1,958$469.4K
Permit Capital, LLC1,955$468.6K
Crestline Management, LP1,800$431.5K
Tobam1,732$415.0K
Rockport Wealth LLC1,639$379.3K
Stark Wealth Management LLC1,550$371.6K
Round Hill Asset Management1,527$366.0K
Waypoint Wealth Partners Inc.1,461$350.2K
Fieldview Capital Management, LLC1,456$349.0K
Dravo Bay LLC1,422$340.9K
PharVision Advisers, LLC1,376$329.8K
Hill Island Financial LLC1,354$324.6K
Absolute Gestao de Investimentos Ltda.1,353$324.3K
Family Wealth Group, LLC1,351$323.8K
FinDec Wealth Services, Inc.1,345$322.5K
Tolleson Wealth Management, Inc.1,325$318.0K
Fortress Wealth Management, Inc.1,316$315.5K
Silver Oak Wealth Advisors Services, LLC520$294.8K
Kingdom Financial Group LLC.1,194$286.3K
Scholtz & Company, LLC1,191$285.5K
TABR Capital Management, LLC1,070$256.6K
Advus Financial Partners, LLC1,009$241.9K
Weybosset Research & Management LLC1,000$240.0K
Windward Capital Management Co1,000$239.7K
Shay Capital LLC1,000$239.7K
Hedges Asset Management LLC1,000$239.7K
Oak Wealth Advisors LLC990$237.3K
Corbyn Investment Management Inc988$236.8K
Eight 31 Financial LLC976$233.9K
Aufman Associates Inc971$232.8K
M. Kulyk & Associates, LLC952$228.2K
Monograph Wealth Advisors, LLC938$224.9K
Old Mission Capital LLC937$224.6K
Dimension Capital Management LLC934$223.9K
Mizuho Bank, Ltd.920$220.5K

Not filed for Q1 2025 yet (77)

Institutions that held JPMorgan Chase & Co at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC15,966,240$3.83B
Swedbank AB4,127,198$989.3M
Global Frontier Investments LLC379,000$90.8M
Madison Investment Advisors, LLC159,007$38.1M
Natixis Investment Managers International142,585$34.2M
Edge Capital Group, LLC108,854$26.1M
Wetherby Asset Management Inc88,488$21.2M
Global Retirement Partners, LLC88,252$21.2M
Boston Financial Mangement LLC78,707$18.9M
Eagle Ridge Investment Management69,862$16.7M
Avitas Wealth Management LLC69,127$16.6M
Strategic Wealth Partners, Ltd.59,329$16.4M
Dorchester Wealth Management Co58,741$14.1M
Access Investment Management LLC50,000$12.0M
Executive Wealth Management, LLC49,320$11.8M
HTLF Bank48,932$11.7M
Vise Technologies, Inc.46,233$11.1M
Bray Capital Advisors43,327$10.4M
Stenger Family Office, LLC40,685$9.75M
TrinityPoint Wealth, LLC36,756$8.81M
Ashburton (Jersey) Ltd34,377$8.24M
Chiron Investment Management, LLC32,741$7.85M
Maxwell Wealth Strategies Inc.32,560$7.80M
Lake Street Advisors Group, LLC30,093$7.21M
Fairhaven Wealth Management, LLC29,185$7.00M
Montchanin Asset Management, LLC26,317$6.31M
Buckingham Capital Management, Inc.23,393$5.61M
Lakeview Capital Partners, LLC20,785$4.98M
Sugarloaf Wealth Management, LLC18,886$4.53M
Wills Financial Group, Inc.16,861$4.04M
Criterion Capital Advisors, LLC18,793$3.80M
Northwest Bank & Trust Co15,018$3.75M
Blue Capital, Inc.15,070$3.61M
Chapman Financial Group, LLC14,127$3.39M
Cornerstone Planning, LLC13,834$3.32M
Lantern Wealth Advisors, LLC13,613$3.26M
Zions Bancorporation, N.A.13,041$3.13M
River & Mercantile Asset Management LLP11,619$2.79M
Passumpsic Savings Bank10,849$2.60M
Hilltop National Bank10,752$2.58M
WR Wealth Planners, LLC9,457$2.27M
Gray Wealth Management Inc.9,316$2.23M
Private Portfolio Partners LLC8,723$2.09M
Mosley Wealth Management7,500$2.00M
Kolinsky Wealth Management, LLC8,330$2.00M
Geller Advisors LLC8,065$1.93M
SignalPoint Asset Management, LLC7,616$1.83M
Thompson David Blair6,940$1.66M
Oxford Wealth Group, LLC6,628$1.59M
Sterling Wealth Management, Inc.6,544$1.57M
Dechtman Wealth Management, LLC5,855$1.40M
Capstone Triton Financial Group, LLC5,520$1.32M
Oliver Lagore Vanvalin Investment Group5,007$1.20M
Wintrust Investments LLC4,597$1.10M
Private Capital Management LLC4,342$1.04M
Maiden Cove Capital, LLC4,324$1.04M
Merriman Wealth Management, LLC3,382$810.7K
IronOak Wealth LLC.3,380$810.2K
Unionview, LLC3,224$772.8K
Cassady Schiller Wealth Management, LLC3,067$735.2K
Peninsula Wealth, LLC2,983$715.0K
Coordinated Financial Services, Inc.2,978$713.9K
Kiely Wealth Advisory Group, Inc.2,179$590.5K
Triton Wealth Management, PLLC2,314$570.8K
Campbell Wealth Management2,201$528.0K
AlphaCentric Advisors LLC1,696$406.5K
AlphaMark Advisors, LLC1,625$390.0K
Householder Group Estate & Retirement Specialist, LLC1,525$365.0K
Carlson Capital Management1,436$344.2K
Anchor Pointe Wealth Management, LLC1,382$330.7K
HBC Financial Services, PLLC1,238$296.0K
RE Dickinson Investment Advisors, LLC1,205$288.9K
Arrowroot Family Office, LLC1,109$265.7K
Kades & Cheifetz LLC904$216.7K
Legacy Investment Solutions, LLC242$66.7K
Financial Gravity Companies, Inc.265$63.5K
Sanctuary Wealth Management, L.L.C.82$19.7K