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
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
- +76 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
- 1,873 more added
- Sold out
- 131
- 2,141 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 4WEALTH Advisors, Inc. | 2,295 | $563.1K | 0.62% | −219−8.7% | Reduced |
| Lansing Street Advisors | 2,296 | $563.3K | 0.19% | +14+0.6% | Added |
| Wedgewood Investors Inc | 2,309 | $566.4K | 0.67% | −79−3.3% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 1,607 | $567.3K | 0.18% | −200−11.1% | Reduced |
| Tamar Securities, LLC | 2,314 | $567.7K | 0.08% | −7−0.3% | Reduced |
| LongView Asset Management LLC | 2,316 | $568.1K | 0.49% | +14+0.6% | Added |
| Strategic Investment Solutions, Inc. | 2,319 | $568.7K | 0.17% | +319+16.0% | Added |
| Flywheel Private Wealth LLC | 2,327 | $570.9K | 0.52% | −100−4.1% | Reduced |
| Compass Capital Corp | 2,513 | $571.0K | 0.30% | −434−14.7% | Reduced |
| Palacios Wealth Management, LLC | 2,330 | $571.5K | 0.52% | −2−0.1% | Reduced |
| MQS Management LLC | 2,331 | $571.8K | 0.33% | +2,331 | New |
| Roble, Belko & Company, Inc | 2,332 | $572.0K | 0.09% | +46+2.0% | Added |
| New World Advisors LLC | 2,332 | $572.0K | 0.13% | +210+9.9% | Added |
| Richwood Investment Advisors, LLC | 2,336 | $573.0K | 0.49% | +123+5.6% | Added |
| Fedenia Advisers LLC | 2,337 | $573.3K | 0.37% | +416+21.7% | Added |
| Intergy Private Wealth, LLC | 2,342 | $574.5K | 0.22% | −926−28.3% | Reduced |
| Planned Solutions, Inc. | 2,343 | $574.7K | 0.24% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,346 | $575.4K | 0.24% | −75−3.1% | Reduced |
| Prospera Capital Management, LLC | 2,346 | $575.5K | 0.37% | +2,346 | New |
| Bernardo Wealth Planning LLC | 2,353 | $577.0K | 0.14% | +77+3.4% | Added |
| Values Added Financial LLC | 2,357 | $578.2K | 0.32% | +490+26.2% | Added |
| WESPAC Advisors, LLC | 2,359 | $578.6K | 0.47% | −4,324−64.7% | Reduced |
| Brown Wealth Management, LLC | 2,360 | $578.9K | 0.20% | +55+2.4% | Added |
| BlueChip Wealth Advisors LLC | 2,363 | $579.6K | 0.28% | +138+6.2% | Added |
| Readystate Asset Management LP | 2,366 | $580.4K | 0.03% | +2,366 | New |
| Knuff & Co LLC | 2,369 | $581.1K | 0.20% | +54+2.3% | Added |
| Bruce G. Allen Investments, LLC | 2,382 | $584.3K | 0.46% | −480−16.8% | Reduced |
| Trust Co of Oklahoma | 2,389 | $586.0K | 0.20% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 2,391 | $587.0K | 0.18% | −750−23.9% | Reduced |
| Cushing Capital Partners, LLC | 2,396 | $587.7K | 0.53% | +249+11.6% | Added |
| Clay Northam Wealth Management, LLC | 2,397 | $588.0K | 0.41% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 2,399 | $588.5K | 0.47% | −10.0% | Reduced |
| Founders Grove Wealth Partners, LLC | 2,402 | $589.2K | 0.16% | 00.0% | Unchanged |
| Balentine LLC | 2,405 | $589.9K | 0.02% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 2,407 | $590.4K | 0.49% | +2,407 | New |
| Tucker Asset Management LLC | 2,408 | $590.6K | 0.19% | −446−15.6% | Reduced |
| Sequent Asset Management, LLC | 2,416 | $592.6K | 0.33% | +10.0% | Added |
| Karani Asset Management LLC | 2,416 | $592.6K | 0.63% | −584−19.5% | Reduced |
| Isthmus Partners, LLC | 2,417 | $592.9K | 0.07% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,418 | $593.1K | 0.27% | +352+17.0% | Added |
| Jacobs & Co | 2,424 | $594.0K | 0.06% | 00.0% | Unchanged |
| Rockbridge Capital Management LLC | 2,424 | $594.6K | 0.36% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2,433 | $596.8K | 0.06% | −136−5.3% | Reduced |
| Plum Street Advisors, LLC | 2,433 | $596.8K | 0.29% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 2,440 | $598.5K | 0.62% | +294+13.7% | Added |
| Claris Advisors, LLC | 2,440 | $598.6K | 0.22% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 2,443 | $599.3K | 1.06% | −138−5.3% | Reduced |
| Financial Insights, Inc. | 2,450 | $601.0K | 0.24% | −153−5.9% | Reduced |
| Covey Capital Advisors, LLC | 2,450 | $601.0K | 0.69% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 2,450 | $601.0K | 0.48% | −34−1.4% | Reduced |
| Coordinated Financial Services, Inc. | 2,451 | $601.2K | 0.46% | +2,451 | New |
| Presidio Capital Management, LLC | 2,454 | $602.1K | 0.25% | −138−5.3% | Reduced |
| Warther Private Wealth, LLC | 2,455 | $602.1K | 0.20% | −144−5.5% | Reduced |
| Squire Investment Management Company, LLC | 2,455 | $602.2K | 0.25% | +237+10.7% | Added |
| Walker Asset Management, LLC | 2,463 | $604.3K | 0.37% | +10+0.4% | Added |
| CMG Global Holdings, LLC | 2,471 | $604.6K | 0.39% | −1,661−40.2% | Reduced |
| Revisor Wealth Management LLC | 2,467 | $605.2K | 0.27% | +2,467 | New |
| Jackson Creek Investment Advisors LLC | 2,470 | $606.0K | 0.19% | +41+1.7% | Added |
| Brand Asset Management Group, Inc. | 2,471 | $606.2K | 0.25% | −60−2.4% | Reduced |
| Client 1st Advisory Group, LLC | 2,472 | $606.4K | 0.24% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,473 | $606.6K | 0.02% | +64+2.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,473 | $606.6K | 0.15% | −1,176−32.2% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,476 | $607.4K | 0.40% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,483 | $609.2K | 0.08% | −12−0.5% | Reduced |
| Reyes Financial Architecture, Inc. | 2,489 | $610.6K | 0.45% | −49−1.9% | Reduced |
| Arnhold LLC | 2,492 | $611.3K | 0.06% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,493 | $611.6K | 0.16% | +6+0.2% | Added |
| Horizon Bancorp Inc | 2,500 | $613.0K | 0.35% | −261−9.5% | Reduced |
| Beckerman Institutional, LLC | 2,501 | $613.0K | 0.44% | −83−3.2% | Reduced |
| R. W. Roge & Company, Inc. | 2,501 | $613.0K | 0.34% | +955+61.8% | Added |
| Bramshill Investments, LLC | 2,500 | $613.3K | 0.06% | +2,500 | New |
| Pitti Group Wealth Management, LLC | 2,502 | $613.7K | 0.63% | −39−1.5% | Reduced |
| Corundum Trust Company, INC | 2,505 | $614.5K | 1.77% | +48+2.0% | Added |
| SNS Financial Group, LLC | 2,505 | $614.5K | 0.06% | +97+4.0% | Added |
| Tacita Capital Inc | 2,507 | $615.0K | 0.44% | 00.0% | Unchanged |
| MKT Advisors LLC | 2,869 | $615.2K | 0.29% | +91+3.3% | Added |
| Rockbridge Investment Management, LCC | 2,509 | $615.4K | 0.07% | +671+36.5% | Added |
| Silver Coast Investments LLC | 2,514 | $616.7K | 0.23% | −146−5.5% | Reduced |
| Ipsen Advisor Group LLC | 2,518 | $617.7K | 0.53% | −213−7.8% | Reduced |
| Northstar Financial Companies, Inc. | 2,521 | $618.5K | 0.67% | −578−18.7% | Reduced |
| Hamilton Capital, LLC | 2,524 | $619.1K | 0.04% | +30+1.2% | Added |
| Pine Harbor Wealth Management, LLC | 2,530 | $620.8K | 0.25% | −30−1.2% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,540 | $621.3K | 0.28% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,538 | $622.6K | 0.13% | +9+0.4% | Added |
| Dupree Financial Group, LLC | 2,539 | $622.8K | 0.25% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,538 | $623.0K | 0.20% | −309−10.9% | Reduced |
| Clark Asset Management, LLC | 2,540 | $623.1K | 0.10% | +777+44.1% | Added |
| Washburn Capital Management, Inc. | 2,550 | $625.5K | 0.41% | +395+18.3% | Added |
| Asset Planning,Inc | 2,555 | $626.7K | 0.49% | +5+0.2% | Added |
| Centerline Wealth Advisors, LLC | 2,556 | $627.0K | 0.37% | −57−2.2% | Reduced |
| Parkside Investments, LLC | 2,558 | $627.4K | 0.09% | −241−8.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,558 | $627.6K | 0.29% | +10.0% | Added |
| Fortress Financial Group, LLC | 2,564 | $629.0K | 0.63% | +12+0.5% | Added |
| Accelerate Investment Advisors LLC | 2,567 | $629.6K | 0.53% | +533+26.2% | Added |
| Morse Asset Management, Inc | 2,569 | $630.3K | 0.16% | +420+19.5% | Added |
| Bender Robert & Associates | 2,574 | $631.4K | 0.16% | −180−6.5% | Reduced |
| ICW Investment Advisors LLC | 2,578 | $632.3K | 0.26% | +2+0.1% | Added |
| Penn Davis McFarland Inc | 2,580 | $632.9K | 0.07% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2,581 | $633.1K | 0.06% | −82−3.1% | Reduced |
| Leigh Baldwin & Co., LLC | 2,584 | $634.0K | 0.51% | −293−10.2% | Reduced |