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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; 5,156 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, Q1 2025

Institutional positions in JPMorgan Chase & Co as of Mar 31, 2025. 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
4,679
+77 vs. Q4 2024
Shares held
2.02B
−6.14M (−0.3%) vs. Q4 2024
Total value
$494.6B
+$9.91B (+2.0%) vs. Q4 2024
New holders
207
1,874 more added
Sold out
130
2,140 more reduced

77 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 4,679 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ1 2025: $494.6B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2024.

Institutions holding JPM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
HighMark Wealth Management LLC0$250.00%0Unchanged
PEAK6 LLC3$7250.00%−65,143−100.0%Reduced
Delta Accumulation, LLC4$8430.01%+4New
Bridge Generations Wealth Management LLC4$9820.00%+4New
Campbell Capital Management Inc5$1.23K0.00%00.0%Unchanged
Insight Financial Services11$2.74K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.20$4.91K0.06%+20New
Cedar Wealth Management, LLC24$5.89K0.00%00.0%Unchanged
Kessler Investment Group, LLC26$6.57K0.00%00.0%Unchanged
Investment Management Corp29$7.11K0.01%00.0%Unchanged
Compass Financial Services Inc31$7.60K0.00%+31New
ROSS\JOHNSON & Associates LLC32$7.85K0.13%+32New
LGT Financial Advisors LLC45$11.0K0.03%−500−91.7%Reduced
Christopher J. Hasenberg, Inc50$12.2K0.01%00.0%Unchanged
HFM Investment Advisors, LLC55$13.5K0.01%+55New
PayPay Securities Corp55$13.6K0.78%−9−14.1%Reduced
Minot DeBlois Advisors LLC60$14.7K0.01%−165−73.3%Reduced
POM Investment Strategies, LLC64$15.7K0.02%−1,889−96.7%Reduced
JDM Financial Group LLC65$15.9K0.01%00.0%Unchanged
Resolute Partners Group66$16.2K0.00%−1,239−94.9%Reduced
Redmont Wealth Advisors LLC69$16.9K0.03%+69New
Innovative Advisory Group, LLC75$18.4K0.02%00.0%Unchanged
Keystone Financial Group, Inc.74$18.4K0.01%00.0%Unchanged
Fairman Group, LLC77$18.5K0.02%−811−91.3%Reduced
Winnow Wealth LLC89$21.7K0.02%+29+48.3%Added
Advantage Trust Co90$22.1K0.01%00.0%Unchanged
Goodman Advisory Group, LLC93$22.8K0.01%+93New
10Elms LLP100$24.5K0.02%00.0%Unchanged
Westend Capital Management, LLC102$25.0K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.116$28.5K0.03%+116New
Clarity Asset Management, Inc.116$28.5K0.02%−7−5.7%Reduced
Redwood Park Advisors LLC120$29.4K0.02%00.0%Unchanged
University of Illinois Foundation125$30.5K0.01%+125New
SWAN Capital LLC125$30.7K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC125$30.7K0.02%+87+228.9%Added
Breakwater Investment Management127$31.2K0.01%00.0%Unchanged
Curat Global, LLC135$33.1K0.04%+135New
Clear Investment Research, LLC135$33.2K0.04%−3−2.2%Reduced
Fairway Wealth LLC144$35.3K0.01%−250−63.5%Reduced
Carolina Wealth Advisors, LLC149$36.5K0.02%00.0%Unchanged
Decker Retirement Planning Inc.151$37.0K0.02%−267−63.9%Reduced
Investment Counsel Co of Nevada156$38.3K0.09%00.0%Unchanged
Morton Brown Family Wealth, LLC162$39.7K0.01%+28+20.9%Added
Prudent Man Investment Management, Inc.178$42.7K0.02%00.0%Unchanged
Midwest Capital Advisors, LLC180$44.1K0.03%00.0%Unchanged
New England Capital Financial Advisors LLC181$44.3K0.02%00.0%Unchanged
Collier Financial189$46.4K0.04%+1+0.5%Added
Horizons Wealth Management200$49.1K0.04%−25−11.1%Reduced
Atlantic Private Wealth, LLC200$49.1K0.04%00.0%Unchanged
Kathleen S. Wright Associates Inc.200$49.1K0.02%00.0%Unchanged
Lowe Wealth Advisors, LLC201$49.3K0.02%00.0%Unchanged
Horizon Financial Services, LLC203$49.8K0.03%−9−4.2%Reduced
Tanaka Capital Management Inc217$53.0K0.13%−15−6.5%Reduced
Bear Mountain Capital, Inc.217$53.1K0.02%+15+7.4%Added
Glass Jacobson Investment Advisors llc222$53.2K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC218$53.4K0.01%+1+0.5%Added
Grayhawk Investment Strategies Inc.222$54.5K0.12%00.0%Unchanged
Penserra Capital Management LLC228$55.0K0.00%−7,130−96.9%Reduced
Bare Financial Services, Inc225$55.2K0.02%+22+10.8%Added
Vermillion & White Wealth Management Group, LLC234$57.4K0.04%00.0%Unchanged
Pineridge Advisors LLC235$57.7K0.02%−663−73.8%Reduced
Legacy Wealth Managment, LLC242$59.4K0.04%00.0%Unchanged
PMV Capital Advisers, LLC250$61.3K0.15%00.0%Unchanged
Disciplina Capital Management LLC252$61.7K0.01%−353−58.3%Reduced
Tower View Investment Management & Research LLC277$68.0K0.04%+1+0.4%Added
Capital A Wealth Management, LLC278$68.2K0.07%+11+4.1%Added
Veritas Investment Partners (UK) Ltd.280$68.7K0.00%00.0%Unchanged
Sofos Investments, Inc.289$70.9K0.02%+289New
Anfield Capital Management, LLC298$73.1K0.03%00.0%Unchanged
Montag & Caldwell, LLC300$73.6K0.02%00.0%Unchanged
Kings Path Partners LLC311$76.3K0.04%00.0%Unchanged
Retirement Wealth Solutions LLC313$76.8K0.06%00.0%Unchanged
MPWM Advisory Solutions, LLC317$77.8K0.06%+16+5.3%Added
Clal Insurance Enterprises Holdings Ltd316$78.0K0.00%+252+393.8%Added
Halbert Hargrove Global Advisors, LLC319$78.2K0.00%+72+29.1%Added
Copia Wealth Management334$81.9K0.08%00.0%Unchanged
Financial Connections Group, Inc.343$84.0K0.04%+213+163.8%Added
Robbins Farley LLC346$84.9K0.05%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.349$86.0K0.08%+52+17.5%Added
Robinswood Financial LLC377$92.6K0.03%+170+82.1%Added
Ulland Investment Advisors, LLC384$94.0K0.08%+175+83.7%Added
Strengthening Families & Communities, LLC386$94.6K0.06%+215+125.7%Added
True Wealth Design, LLC392$96.1K0.04%+133+51.4%Added
Pingora Partners LLC395$96.9K0.07%−110−21.8%Reduced
Marquette Asset Management, LLC400$98.1K0.02%00.0%Unchanged
DiNuzzo Private Wealth, Inc.403$98.9K0.01%00.0%Unchanged
Red Tortoise LLC411$100.9K0.05%00.0%Unchanged
Parkworth Wealth Management, Inc.426$104.6K0.08%+2+0.5%Added
Inlight Wealth Management, LLC427$104.7K0.06%+427New
Miller Wealth Advisors, LLC430$105.5K0.06%00.0%Unchanged
Curio Wealth, LLC4$105.7K0.06%−376−98.9%Reduced
Nordwand Advisors, LLC439$107.7K0.04%00.0%Unchanged
Painted Porch Advisors LLC440$108.0K0.05%−287−39.5%Reduced
Abound Financial, LLC440$108.0K0.05%+440New
Wood Tarver Financial Group, LLC452$110.8K0.04%+31+7.4%Added
Ridgewood Investments LLC453$111.2K0.05%+22+5.1%Added
Northwest Capital Management Inc459$112.6K0.05%00.0%Unchanged
Clark Wealth Partners462$113.3K0.08%+2+0.4%Added
Main Street Group, LTD469$115.0K0.04%−444−48.6%Reduced
Signature Resources Capital Management, LLC474$116.3K0.10%00.0%Unchanged