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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 3,279 | $804.5K | 0.22% | −106−3.1% | Reduced |
| Mullooly Asset Management, Inc. | 3,283 | $805.3K | 0.37% | +3,283 | New |
| Cascade Investment Advisors, Inc. | 3,283 | $805.4K | 0.54% | −175−5.1% | Reduced |
| ZRC Wealth Management, LLC | 3,287 | $806.4K | 0.35% | −13−0.4% | Reduced |
| Capital Advantage, Inc. | 3,368 | $807.3K | 0.15% | 00.0% | Unchanged |
| First Community Trust NA | 3,292 | $807.5K | 0.71% | −35−1.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 3,293 | $807.8K | 0.65% | +3,293 | New |
| A. D. Beadell Investment Counsel, Inc. | 3,305 | $810.0K | 0.67% | −383−10.4% | Reduced |
| Abound Wealth Management | 3,304 | $810.6K | 0.27% | −5−0.2% | Reduced |
| RBA Wealth Management, LLC | 3,305 | $810.8K | 0.32% | −140−4.1% | Reduced |
| Ackerman Capital Advisors, LLC | 3,306 | $811.0K | 0.21% | +179+5.7% | Added |
| Integrity Financial Corp | 3,314 | $813.0K | 0.46% | +516+18.4% | Added |
| Market Street Wealth Management Advisors LLC | 3,317 | $813.7K | 0.14% | +256+8.4% | Added |
| Morris Retirement Advisors, LLC | 3,319 | $814.1K | 0.43% | −1,116−25.2% | Reduced |
| TCM Advisors, LLC | – | $816.4K | 0.71% | – | – |
| Cable Hill Partners, LLC | 3,343 | $817.7K | 0.08% | +580+21.0% | Added |
| Operose Advisors LLC | 3,335 | $818.1K | 0.27% | +621+22.9% | Added |
| Aua Capital Management, LLC | 3,341 | $819.5K | 0.53% | 00.0% | Unchanged |
| Persium Advisors, LLC | 3,347 | $821.0K | 0.78% | −119−3.4% | Reduced |
| First Pacific Financial | 3,349 | $821.5K | 0.17% | +297+9.7% | Added |
| Vance Wealth, Inc. | 3,351 | $822.0K | 0.31% | +459+15.9% | Added |
| LongView Wealth Management | 3,353 | $822.5K | 0.25% | −225−6.3% | Reduced |
| Pacific Center for Financial Services | 3,354 | $822.7K | 0.22% | +3+0.1% | Added |
| Forefront Analytics, LLC | 3,360 | $824.3K | 0.95% | +15+0.4% | Added |
| Postrock Partners LLC | 3,362 | $824.7K | 0.41% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 3,373 | $827.3K | 0.39% | +6+0.2% | Added |
| Laraway Financial Inc | 3,373 | $827.4K | 0.66% | 00.0% | Unchanged |
| Bank & Trust Co | 3,381 | $829.4K | 0.68% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 3,380 | $830.1K | 0.34% | +2,945+677.0% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 3,390 | $831.6K | 0.41% | −420−11.0% | Reduced |
| Great Diamond Partners, LLC | 3,392 | $832.1K | 0.23% | +37+1.1% | Added |
| Firethorn Wealth Partners, LLC | 3,392 | $832.1K | 0.40% | +626+22.6% | Added |
| Mattern Capital Management, LLC | 3,393 | $832.3K | 0.11% | +143+4.4% | Added |
| Catalina Capital Group, LLC | 3,396 | $833.1K | 0.56% | −10,564−75.7% | Reduced |
| Willow Creek Wealth Management Inc. | 3,404 | $835.1K | 0.08% | +109+3.3% | Added |
| Bellevue Asset Management, LLC | 3,405 | $835.4K | 0.46% | −1,992−36.9% | Reduced |
| 1858 Wealth Management, LLC | 3,406 | $835.5K | 0.71% | −672−16.5% | Reduced |
| Coastwise Capital Group, LLC | 3,410 | $836.5K | 0.70% | −2,907−46.0% | Reduced |
| Quantum Private Wealth, LLC | 3,411 | $836.7K | 0.32% | −268−7.3% | Reduced |
| Opal Wealth Advisors, LLC | 3,414 | $837.5K | 0.26% | +276+8.8% | Added |
| Prosperity Wealth Management, Inc. | 3,425 | $840.1K | 0.40% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 3,431 | $841.5K | 0.68% | −845−19.8% | Reduced |
| Long Road Investment Counsel, LLC | 3,432 | $841.9K | 0.33% | +3,432 | New |
| Gouws Capital LLC | 3,433 | $842.1K | 0.55% | +1,933+128.9% | Added |
| BankPlus Wealth Management LLC | 3,436 | $842.9K | 0.62% | −52−1.5% | Reduced |
| Illumine Investment Management, LLC | 3,441 | $844.1K | 0.69% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 3,452 | $846.0K | 0.40% | −328−8.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,450 | $846.2K | 0.17% | +189+5.8% | Added |
| Rise Advisors, LLC | 3,451 | $846.6K | 0.37% | +195+6.0% | Added |
| Cyrus J. Lawrence, LLC | 3,456 | $847.0K | 3.21% | −53,892−94.0% | Reduced |
| Legacy Financial Strategies, LLC | 3,459 | $848.5K | 0.18% | −86−2.4% | Reduced |
| Prelude Capital Management, LLC | 3,461 | $849.0K | 0.09% | −847−19.7% | Reduced |
| Greenberg Financial Group | 2,889 | $849.7K | 0.36% | +2,889 | New |
| Whelan Financial | 3,468 | $850.7K | 0.33% | +192+5.9% | Added |
| Sierra Capital LLC | 3,471 | $851.0K | 0.10% | −127−3.5% | Reduced |
| BridgePort Financial Solutions, LLC | 3,477 | $853.0K | 0.38% | +114+3.4% | Added |
| Montis Financial, LLC | 3,478 | $853.2K | 0.25% | −92−2.6% | Reduced |
| Warwick Investment Management, Inc. | 3,479 | $853.4K | 0.18% | +376+12.1% | Added |
| Wealthcare Capital Partners, LLC | 3,481 | $853.9K | 0.44% | +115+3.4% | Added |
| North Forty Two & Co. | 3,497 | $857.8K | 0.95% | +19+0.5% | Added |
| WJ Interests, LLC | 3,498 | $858.1K | 0.40% | 00.0% | Unchanged |
| Firestone Capital Management | 3,499 | $858.2K | 0.23% | −1,960−35.9% | Reduced |
| ORG Partners LLC | 3,525 | $859.1K | 0.21% | −10,251−74.4% | Reduced |
| Compass Ion Advisors, LLC | 3,505 | $859.9K | 0.10% | +325+10.2% | Added |
| Hourglass Capital, LLC | 3,506 | $860.0K | 0.23% | −229−6.1% | Reduced |
| Rede Wealth, LLC | 3,509 | $860.8K | 0.30% | −53−1.5% | Reduced |
| MBE Wealth Management, LLC | 3,514 | $862.0K | 0.41% | +903+34.6% | Added |
| Oberweis Asset Management Inc | 3,518 | $862.9K | 0.04% | +2+0.1% | Added |
| Jackson Square Capital, LLC | 3,524 | $864.4K | 0.28% | +3,524 | New |
| Glass Wealth Management Co LLC | 3,527 | $865.2K | 0.52% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $865.7K | 0.00% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,813 | $866.0K | 0.19% | +762+25.0% | Added |
| GenWealth Group, Inc. | 3,531 | $866.2K | 0.19% | −249−6.6% | Reduced |
| Blue Rock Wealth Management LLC | 3,559 | $869.2K | 0.74% | +3,559 | New |
| Provenance Wealth Advisors, LLC | 3,544 | $869.3K | 0.13% | −4,775−57.4% | Reduced |
| Strive Asset Management, LLC | 3,553 | $871.6K | 0.61% | +261+7.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,726 | $873.1K | 0.38% | +25+0.7% | Added |
| Carmel Capital Partners, LLC | 3,562 | $873.8K | 0.34% | +16+0.5% | Added |
| TCFG Wealth Management, LLC | 3,575 | $876.9K | 0.44% | −25−0.7% | Reduced |
| Magnolia Capital Management Ltd | 3,575 | $877.0K | 0.75% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 3,582 | $878.7K | 0.37% | +163+4.8% | Added |
| Gsa Capital Partners LLP | 3,584 | $879.0K | 0.08% | −4,082−53.2% | Reduced |
| Stonekeep Investments, LLC | 3,590 | $880.7K | 0.65% | +17+0.5% | Added |
| Millennium Capital Advisors, LLC | 3,596 | $882.2K | 0.65% | 00.0% | Unchanged |
| Mission Financial Group, LLC | 2,999 | $882.3K | 0.82% | +2,999 | New |
| GFG Capital, LLC | 3,599 | $882.8K | 0.27% | −171−4.5% | Reduced |
| Flagship Wealth Advisors, LLC | 3,612 | $886.0K | 0.37% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3,619 | $887.8K | 0.24% | +99+2.8% | Added |
| Joule Financial, LLC | 3,625 | $889.1K | 0.31% | +25+0.7% | Added |
| Vista Capital Partners, Inc. | 3,625 | $889.2K | 0.11% | +219+6.4% | Added |
| McCarthy & Cox | 3,632 | $891.0K | 0.39% | −102−2.7% | Reduced |
| von Borstel & Associates, Inc. | 3,633 | $891.0K | 0.27% | −33−0.9% | Reduced |
| Facet Wealth, Inc. | 3,531 | $891.8K | 0.02% | +455+14.8% | Added |
| ASB Consultores, LLC | 3,640 | $892.9K | 0.58% | −4,171−53.4% | Reduced |
| Ssi Investment Management LLC | 3,640 | $892.9K | 0.07% | −2−0.1% | Reduced |
| Encompass More Asset Management | 3,642 | $893.4K | 0.27% | +493+15.7% | Added |
| NCP Inc. | 3,642 | $893.5K | 1.21% | 00.0% | Unchanged |
| 1776 Wealth LLC | 3,654 | $896.3K | 0.41% | +2+0.1% | Added |
| TruNorth Capital Management, LLC | 3,659 | $897.6K | 0.22% | +2,847+350.6% | Added |
| Semus Wealth Partners LLC | 3,664 | $898.9K | 0.63% | 00.0% | Unchanged |