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 |
|---|---|---|---|---|---|
| Mindset Wealth Management, LLC | 2,936 | $720.2K | 0.28% | +732+33.2% | Added |
| Beacon Capital Management, LLC | 2,937 | $720.5K | 0.10% | −61−2.0% | Reduced |
| Dakota Community Bank & Trust NA | 2,939 | $720.9K | 3.48% | −63−2.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,943 | $722.0K | 0.07% | +16+0.5% | Added |
| Better Money Decisions, LLC | 2,953 | $724.4K | 0.48% | −582−16.5% | Reduced |
| Ontario Teachers Pension Plan Board | 2,953 | $724.4K | 0.01% | +777+35.7% | Added |
| DecisionMap Wealth Management, LLC | 2,957 | $725.4K | 0.55% | −14−0.5% | Reduced |
| FSA Advisors, Inc. | 2,972 | $729.0K | 0.58% | +1,749+143.0% | Added |
| Root Financial Partners, LLC | 2,978 | $730.4K | 0.08% | +10.0% | Added |
| Thoma Capital Management LLC | 2,982 | $731.5K | 0.51% | −28−0.9% | Reduced |
| Future Financial Wealth Managment LLC | 2,982 | $731.6K | 0.54% | −85−2.8% | Reduced |
| Hughes Financial Services, LLC | 3,003 | $731.7K | 0.14% | +36+1.2% | Added |
| Schoolcraft Capital LLC | 2,987 | $732.7K | 0.14% | +351+13.3% | Added |
| AMJ Financial Wealth Management | 2,989 | $733.2K | 0.22% | −57−1.9% | Reduced |
| CLG LLC | 2,998 | $735.3K | 0.26% | +32+1.1% | Added |
| Altshuler Shaham Ltd | 3,000 | $735.9K | 0.02% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 3,002 | $736.3K | 0.16% | 00.0% | Unchanged |
| Strid Group, LLC | 3,003 | $736.6K | 0.11% | +52+1.8% | Added |
| Ring Mountain Capital, LLC | 3,008 | $737.9K | 0.55% | +96+3.3% | Added |
| Elios Financial Group Inc. | 3,009 | $738.0K | 0.36% | +27+0.9% | Added |
| Jackson Thornton Asset Management, LLC | 3,183 | $738.3K | 0.10% | +589+22.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,010 | $738.4K | 0.25% | +250+9.1% | Added |
| New Jersey Better Educational Savings Trust | 3,017 | $740.1K | 1.43% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 3,011 | $740.5K | 0.41% | −126−4.0% | Reduced |
| Fermata Advisors, LLC | 3,022 | $741.3K | 0.13% | +852+39.3% | Added |
| Elevate Capital Advisors, LLC | 3,022 | $741.4K | 0.69% | −2,235−42.5% | Reduced |
| Flow Traders U.S. LLC | 3,023 | $742.0K | 0.03% | −14,656−82.9% | Reduced |
| Youngs Advisory Group, Inc. | 3,037 | $745.0K | 0.31% | 00.0% | Unchanged |
| AXS Investments LLC | 3,040 | $745.7K | 0.21% | −133−4.2% | Reduced |
| Amussen Hunsaker Associates LLC | 3,040 | $745.7K | 0.10% | +19+0.6% | Added |
| Manchester Financial Inc | 3,041 | $746.0K | 0.17% | +1,029+51.1% | Added |
| Cooper/Haims Advisors, LLC | 3,048 | $747.6K | 0.41% | −8−0.3% | Reduced |
| Capula Management Ltd | 3,049 | $747.9K | 0.01% | +2,125+230.0% | Added |
| Investmark Advisory Group LLC | 3,051 | $748.6K | 0.37% | +6+0.2% | Added |
| Allium Financial Advisors, LLC | 3,057 | $749.9K | 0.68% | +3,057 | New |
| Absolute Capital Management, LLC | 3,057 | $749.9K | 0.43% | +5+0.2% | Added |
| Archetype Wealth Partners | 3,060 | $751.0K | 0.11% | −122−3.8% | Reduced |
| denkapparat Operations GmbH | 3,066 | $752.1K | 0.80% | −2,532−45.2% | Reduced |
| North Point Portfolio Managers Corp | 3,069 | $752.8K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,076 | $754.0K | 0.04% | −2,949−48.9% | Reduced |
| Atala Financial Inc | 3,088 | $757.4K | 0.57% | −9−0.3% | Reduced |
| Paragon Capital Management Ltd | 3,088 | $757.6K | 0.16% | +2+0.1% | Added |
| Financial Advisory Corp | 3,090 | $758.0K | 0.24% | −18−0.6% | Reduced |
| Broyhill Asset Management | 3,094 | $759.0K | 0.62% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,095 | $759.3K | 0.53% | −15−0.5% | Reduced |
| Silver Lake Advisory, LLC | 3,097 | $759.8K | 0.33% | +13+0.4% | Added |
| Centricity Wealth Management, LLC | 3,099 | $760.2K | 0.69% | +101+3.4% | Added |
| Wealth Advisors of Iowa, LLC | 3,099 | $760.3K | 0.33% | 00.0% | Unchanged |
| One Day In July LLC | 3,101 | $760.7K | 0.08% | +135+4.6% | Added |
| Clearview Wealth Advisors LLC | 3,102 | $760.9K | 0.57% | −754−19.6% | Reduced |
| Magnolia Private Wealth, LLC | 3,102 | $760.9K | 0.64% | +361+13.2% | Added |
| Willis Johnson & Associates, Inc. | 3,113 | $763.6K | 0.06% | −57−1.8% | Reduced |
| Allen Wealth Management, LLC | 3,116 | $764.4K | 0.53% | −5−0.2% | Reduced |
| KFG Wealth Management, LLC | 3,127 | $767.0K | 0.14% | +38+1.2% | Added |
| Summit Global Investments | 3,132 | $768.0K | 0.06% | −5,939−65.5% | Reduced |
| SP Asset Management LLC | 3,136 | $769.3K | 0.07% | +19+0.6% | Added |
| Concorde Asset Management, LLC | 3,268 | $769.4K | 0.41% | +46+1.4% | Added |
| J. L. Bainbridge & Co., Inc. | 3,140 | $770.1K | 0.08% | +44+1.4% | Added |
| Wealthgarden F.S. LLC | 3,141 | $770.5K | 0.74% | +10+0.3% | Added |
| Uniting Wealth Partners, LLC | 3,145 | $771.5K | 0.39% | +88+2.9% | Added |
| Holcombe Financial, Inc. | 3,147 | $772.0K | 0.64% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,151 | $772.9K | 0.05% | −815−20.5% | Reduced |
| Permanent Capital Management, LP | 3,151 | $772.9K | 0.22% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 3,153 | $773.4K | 0.69% | −8−0.3% | Reduced |
| Ironwood Investment Management LLC | 3,154 | $773.7K | 0.42% | −800−20.2% | Reduced |
| City National Bank of Florida | 3,157 | $774.4K | 0.70% | +861+37.5% | Added |
| Cascade Financial Partners, LLC | 3,162 | $775.6K | 0.10% | +454+16.8% | Added |
| Pullen Investment Management, LLC | 3,163 | $775.9K | 0.49% | +106+3.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 3,166 | $776.6K | 0.19% | +3,166 | New |
| Burkett Financial Services, LLC | 3,168 | $777.2K | 0.32% | +36+1.1% | Added |
| OneAscent Wealth Management LLC | 3,170 | $778.0K | 0.34% | −365−10.3% | Reduced |
| Weaver Consulting Group | 3,174 | $778.6K | 0.23% | −51−1.6% | Reduced |
| Insight 2811, Inc. | 3,177 | $779.3K | 0.40% | −19−0.6% | Reduced |
| Motive Wealth Advisors | 3,183 | $780.8K | 0.42% | −152−4.6% | Reduced |
| Pin Oak Investment Advisors Inc | 3,066 | $781.0K | 0.60% | +302+10.9% | Added |
| Aletheian Wealth Advisors LLC | 3,184 | $781.0K | 0.44% | +315+11.0% | Added |
| WestHill Financial Advisors, Inc. | 3,185 | $781.4K | 0.18% | +10.0% | Added |
| Meridian Wealth Partners, LLC | 3,188 | $782.0K | 0.12% | −194−5.7% | Reduced |
| Lockerman Financial Group, Inc. | 3,193 | $783.2K | 1.18% | −52−1.6% | Reduced |
| Harrington Investments, INC | 3,196 | $784.0K | 0.45% | −7−0.2% | Reduced |
| EdgeRock Capital LLC | 3,205 | $786.3K | 0.56% | −101−3.1% | Reduced |
| Wolff Financial Management LLC | 3,209 | $787.0K | 0.22% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 3,209 | $787.3K | 0.45% | −1,363−29.8% | Reduced |
| Ehrlich Financial Group | 3,211 | $787.7K | 0.57% | −75−2.3% | Reduced |
| OneAscent Investment Solutions LLC | 3,218 | $789.0K | 0.94% | +3,218 | New |
| Ruggaard & Associates LLC | 3,218 | $789.4K | 0.35% | −581−15.3% | Reduced |
| Acorn Creek Capital LLC | 3,220 | $789.8K | 0.39% | −58−1.8% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,228 | $791.8K | 0.66% | +360+12.6% | Added |
| Cherry Tree Wealth Management, LLC | 3,242 | $795.3K | 0.19% | +73+2.3% | Added |
| Alpha Zero LLC | 3,242 | $795.3K | 0.61% | +1,810+126.4% | Added |
| Waller Financial Planning Group, Inc | 3,243 | $795.5K | 0.22% | +390+13.7% | Added |
| Victory Financial Group, LLC | 3,251 | $795.5K | 0.15% | +487+17.6% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,505 | $796.1K | 0.33% | +69+2.0% | Added |
| HTG Investment Advisors, Inc. | 3,248 | $796.7K | 0.33% | −75−2.3% | Reduced |
| Prostatis Group LLC | 3,249 | $796.9K | 0.25% | −433−11.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,250 | $797.4K | 0.30% | −98−2.9% | Reduced |
| Creekside Partners | 3,263 | $800.4K | 0.42% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,274 | $803.2K | 0.43% | −252−7.1% | Reduced |
| D.B. Root & Company, LLC | 3,276 | $803.6K | 0.26% | +55+1.7% | Added |
| Copley Financial Group, Inc. | 3,278 | $804.0K | 0.62% | +136+4.3% | Added |