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 |
|---|---|---|---|---|---|
| Hollow Brook Wealth Management LLC | 2,588 | $634.8K | 0.19% | +300+13.1% | Added |
| Moody Aldrich Partners LLC | 2,593 | $636.1K | 0.13% | +233+9.9% | Added |
| Silverlake Wealth Management LLC | 2,595 | $636.6K | 0.24% | +41+1.6% | Added |
| Reliant Investment Partners, LLC | 2,597 | $637.0K | 0.65% | +396+18.0% | Added |
| Prospect Financial Group LLC | 2,604 | $638.8K | 0.81% | −62−2.3% | Reduced |
| Western Financial Corp | 2,604 | $638.8K | 0.37% | +267+11.4% | Added |
| Madden Securities Corp | 2,608 | $639.7K | 0.25% | −69−2.6% | Reduced |
| Wolf Group Capital Advisors | 2,609 | $640.0K | 0.21% | +2,609 | New |
| Goepper Burkhardt LLC | 2,614 | $641.3K | 0.26% | +322+14.0% | Added |
| Cahaba Wealth Management, Inc. | 2,615 | $641.4K | 0.05% | −16−0.6% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,617 | $642.0K | 0.07% | −264−9.2% | Reduced |
| Sloy Dahl & Holst, LLC | 2,619 | $642.4K | 0.11% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,624 | $643.7K | 0.11% | −2−0.1% | Reduced |
| Wealthstar Advisors, LLC | 2,628 | $644.6K | 0.30% | +770+41.4% | Added |
| Clune & Associates, Ltd. | 2,630 | $645.1K | 0.20% | −43−1.6% | Reduced |
| TAGStone Capital, Inc. | 2,635 | $646.0K | 0.32% | −137−4.9% | Reduced |
| Summit Wealth Group, LLC | 2,633 | $646.0K | 0.19% | +539+25.7% | Added |
| Cherrydale Wealth Management, LLC | 2,638 | $647.1K | 0.26% | −340−11.4% | Reduced |
| Lane & Associates LLC | 2,640 | $647.5K | 0.35% | −51−1.9% | Reduced |
| ESL Trust Services, LLC | 2,640 | $647.6K | 0.15% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,651 | $650.3K | 0.20% | −57−2.1% | Reduced |
| Kane Investment Management, Inc. | 2,660 | $652.5K | 0.32% | +2,660 | New |
| Riverview Capital Advisers, LLC | 2,674 | $655.9K | 0.21% | +603+29.1% | Added |
| Vanguard Capital Wealth Advisors | 2,674 | $656.0K | 0.80% | +3+0.1% | Added |
| First Affirmative Financial Network | 2,675 | $656.1K | 0.40% | −126−4.5% | Reduced |
| Heritage Wealth Partners, LLC | 2,679 | $657.1K | 1.00% | +185+7.4% | Added |
| Apeiron RIA LLC | 2,685 | $658.5K | 0.20% | −113−4.0% | Reduced |
| Code Waechter LLC | 2,687 | $659.0K | 0.54% | −273−9.2% | Reduced |
| Lynx Investment Advisory | 2,707 | $664.1K | 0.44% | +61+2.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,712 | $665.3K | 0.10% | +100+3.8% | Added |
| Cyr Financial Inc. | 2,720 | $667.2K | 0.60% | +119+4.6% | Added |
| Investors Research Corp | 2,722 | $667.7K | 0.14% | −1,331−32.8% | Reduced |
| Johnson Financial Group, LLC | 2,729 | $669.4K | 0.07% | +2,729 | New |
| Keb Asset Management, LLC | 2,732 | $670.2K | 0.19% | −890−24.6% | Reduced |
| Reik & Co., LLC | 2,732 | $670.2K | 0.16% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 2,735 | $670.9K | 0.55% | +627+29.7% | Added |
| Horst & Graben Wealth Management LLC | 2,738 | $671.6K | 0.12% | +130+5.0% | Added |
| Davies Financial Advisors, Inc. | 2,739 | $671.9K | 0.57% | −5−0.2% | Reduced |
| Melfa Wealth Management, LLC | 2,741 | $672.4K | 0.45% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 2,090 | $673.4K | 0.34% | +2,090 | New |
| Sonoma Private Wealth LLC | 2,748 | $674.1K | 0.93% | +1,010+58.1% | Added |
| Landscape Capital Management, L.L.C. | 2,754 | $675.6K | 0.06% | −9,619−77.7% | Reduced |
| Avenue 1 Advisors, LLC | 2,754 | $675.6K | 0.26% | +78+2.9% | Added |
| Reuter James Wealth Management, LLC | 2,755 | $675.7K | 0.12% | −108−3.8% | Reduced |
| Francis Financial, Inc. | 2,756 | $676.0K | 0.16% | −958−25.8% | Reduced |
| Hidden Cove Wealth Management, LLC | 2,758 | $676.5K | 0.53% | +112+4.2% | Added |
| Basepoint Wealth LLC | 2,771 | $679.6K | 0.53% | +12+0.4% | Added |
| Rational Advisors LLC | 2,775 | $680.7K | 0.07% | +820+41.9% | Added |
| Ariston Services Group | 2,778 | $681.4K | 0.57% | −158−5.4% | Reduced |
| Harvest Investment Services, LLC | 2,779 | $681.8K | 0.19% | +97+3.6% | Added |
| Blue Bell Private Wealth Management, LLC | 2,781 | $682.2K | 0.13% | +187+7.2% | Added |
| Bright Futures Wealth Management, LLC. | 2,980 | $682.5K | 0.75% | −315−9.6% | Reduced |
| Brown Capital Management LLC | 2,784 | $682.9K | 0.02% | −1,434−34.0% | Reduced |
| Westwood Wealth Management | 2,787 | $683.7K | 0.29% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 2,790 | $684.3K | 0.31% | +215+8.3% | Added |
| Boothbay Fund Management, LLC | 2,792 | $684.9K | 0.02% | +833+42.5% | Added |
| Murphy Pohlad Asset Management LLC | 2,800 | $686.8K | 0.29% | +360+14.8% | Added |
| Payne Capital Management, LLC | 2,802 | $687.3K | 0.29% | −354−11.2% | Reduced |
| Paladin Advisory Group, LLC | 2,802 | $687.3K | 0.55% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,809 | $689.2K | 0.20% | −96−3.3% | Reduced |
| Abacus Wealth Partners, LLC | 2,810 | $689.3K | 0.10% | +12+0.4% | Added |
| Good Steward Wealth Advisors,LLC | 2,810 | $689.3K | 0.63% | +2,810 | New |
| Alpha Financial Partners, LLC | 2,816 | $690.7K | 0.55% | −47−1.6% | Reduced |
| Coign Capital Advisors LLC | 2,819 | $691.5K | 0.53% | −50−1.7% | Reduced |
| Kuhn & Co Investment Counsel | 2,837 | $696.0K | 0.59% | +1,482+109.4% | Added |
| Claret Asset Management Corp | – | $696.0K | 0.10% | – | – |
| Summitry LLC | 2,839 | $696.4K | 0.04% | +40+1.4% | Added |
| Arkansas Financial Group, Inc. | 3,068 | $696.8K | 0.12% | −139−4.3% | Reduced |
| Diamant Asset Management, Inc. | 2,843 | $697.4K | 0.53% | −2,008−41.4% | Reduced |
| KFA Private Wealth Group, LLC | 2,845 | $697.8K | 0.24% | +737+35.0% | Added |
| OneAscent Family Office, LLC | 2,868 | $703.0K | 0.65% | −152−5.0% | Reduced |
| Charter Research & Investment Group, Inc. | 2,866 | $703.1K | 0.54% | 00.0% | Unchanged |
| HC Advisors, LLC | 2,868 | $703.7K | 0.53% | −234−7.5% | Reduced |
| Braun-Bostich & Associates Inc. | 2,869 | $703.8K | 0.52% | −2−0.1% | Reduced |
| Perritt Capital Management Inc | 2,874 | $705.1K | 0.39% | −89−3.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,881 | $706.9K | 0.40% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 2,888 | $708.4K | 0.25% | −199−6.4% | Reduced |
| WMG Financial Advisors, LLC | 2,892 | $709.4K | 0.30% | +58+2.0% | Added |
| DHK Financial Advisors, Inc. | 2,892 | $709.5K | 0.39% | −2,335−44.7% | Reduced |
| AIMZ Investment Advisors, LLC | 2,893 | $709.7K | 0.25% | +89+3.2% | Added |
| Arbor Investment Advisors, LLC | 2,894 | $709.9K | 0.10% | +6+0.2% | Added |
| Successful Portfolios LLC | 2,894 | $709.9K | 0.48% | +10.0% | Added |
| Clarity Capital Partners LLC | 2,896 | $710.4K | 0.29% | −87−2.9% | Reduced |
| Objective Capital Management, LLC | 2,897 | $710.6K | 0.91% | −3,693−56.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,897 | $710.6K | 0.26% | +462+19.0% | Added |
| Islay Capital Management, LLC | 2,898 | $710.9K | 0.48% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,899 | $711.1K | 0.08% | +6+0.2% | Added |
| Wealthedge Investment Advisors, LLC | 2,899 | $711.2K | 0.32% | −93−3.1% | Reduced |
| Safe Harbor Fiduciary, LLC | 2,901 | $711.6K | 0.74% | 00.0% | Unchanged |
| Saturna Capital CORP | 2,903 | $712.1K | 0.01% | +600+26.1% | Added |
| Next Capital Management LLC | 2,910 | $713.7K | 0.34% | −760−20.7% | Reduced |
| My Personal CFO, LLC | 2,910 | $713.8K | 0.36% | −46−1.6% | Reduced |
| Riversedge Advisors, LLC | 2,911 | $714.0K | 0.16% | +326+12.6% | Added |
| Financial Freedom, LLC | 2,914 | $714.7K | 0.41% | +5+0.2% | Added |
| Clayton Financial Group LLC | 2,914 | $714.8K | 0.26% | −195−6.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,915 | $715.0K | 0.01% | −830−22.2% | Reduced |
| Essex Investment Management Co LLC | 2,923 | $717.0K | 0.15% | −727−19.9% | Reduced |
| Hanlon Investment Management, Inc. | 2,932 | $719.2K | 0.54% | +67+2.3% | Added |
| Alpha Advisors, LLC | 2,932 | $719.2K | 0.63% | +100+3.5% | Added |
| Opus Capital Group, LLC | 2,936 | $720.0K | 0.09% | +78+2.7% | Added |