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 |
|---|---|---|---|---|---|
| North Capital, Inc. | 3,666 | $899.3K | 0.85% | +3,666 | New |
| BluePath Capital Management, LLC | 3,666 | $899.3K | 0.94% | −2,832−43.6% | Reduced |
| Diversified Portfolios, Inc. | 3,668 | $899.8K | 0.09% | −20−0.5% | Reduced |
| Griffith & Werner, Inc. | 3,670 | $900.2K | 0.56% | −50−1.3% | Reduced |
| Santori & Peters | 3,674 | $901.2K | 0.36% | +9+0.2% | Added |
| Round Rock Advisors, LLC | 3,682 | $903.2K | 0.17% | −736−16.7% | Reduced |
| WealthTrust Asset Management, LLC | 3,684 | $903.7K | 0.67% | −194−5.0% | Reduced |
| William Mack & Associates, Inc. | 3,690 | $905.2K | 0.77% | +10.0% | Added |
| Vigilare Wealth Management | 3,693 | $906.0K | 0.36% | +344+10.3% | Added |
| American Capital Advisory, LLC | 3,695 | $906.4K | 0.49% | +190+5.4% | Added |
| Per Stirling Capital Management, LLC. | 3,697 | $906.9K | 0.13% | +15+0.4% | Added |
| Dougherty Wealth Advisers LLC | 3,699 | $907.4K | 0.67% | 00.0% | Unchanged |
| KDT Advisors, LLC | 3,712 | $910.6K | 1.34% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 3,719 | $912.3K | 1.38% | +2+0.1% | Added |
| Koss-Olinger Consulting, LLC | 3,734 | $916.0K | 0.08% | +3,734 | New |
| Consilio Wealth Advisors, LLC | 3,738 | $917.0K | 0.38% | +23+0.6% | Added |
| M3 Advisory Group, LLC | 3,738 | $917.0K | 0.72% | +37+1.0% | Added |
| Mayfair Advisory Group, LLC | 3,739 | $917.2K | 0.53% | −18−0.5% | Reduced |
| BLI - Banque de Luxembourg Investments | 3,800 | $921.1K | 0.03% | +3,800 | New |
| Galibier Capital Management Ltd. | 3,760 | $922.3K | 0.29% | −1,500−28.5% | Reduced |
| Disciplined Equity Management, Inc. | 3,763 | $923.1K | 0.64% | −700−15.7% | Reduced |
| Howard Wealth Management, LLC | 3,763 | $923.2K | 0.51% | −52−1.4% | Reduced |
| Holos Integrated Wealth LLC | 3,764 | $923.2K | 0.61% | 00.0% | Unchanged |
| Transce3nd, LLC | 3,769 | $923.6K | 0.41% | −651−14.7% | Reduced |
| BlueSky Wealth Advisors, LLC | 3,768 | $924.3K | 0.14% | 00.0% | Unchanged |
| Tillman Hartley LLC | 3,779 | $927.0K | 0.27% | 00.0% | Unchanged |
| Flagstone Financial Management | 3,781 | $927.6K | 0.30% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 3,793 | $930.5K | 0.12% | +582+18.1% | Added |
| Plan A Wealth LLC | 3,800 | $932.1K | 0.72% | +11+0.3% | Added |
| Cottonwood Capital Advisors, LLC | 3,802 | $932.5K | 0.69% | −491−11.4% | Reduced |
| Tanager Wealth Management LLP | 3,810 | $934.6K | 0.12% | −1,434−27.3% | Reduced |
| Ariadne Wealth Management, LP | 3,693 | $934.6K | 0.49% | −321−8.0% | Reduced |
| LCM Capital Management Inc | 3,811 | $934.9K | 0.55% | 00.0% | Unchanged |
| Mayport, LLC | 3,816 | $936.0K | 0.26% | +875+29.8% | Added |
| Tranquilli Financial Advisor LLC | 3,820 | $937.0K | 0.59% | −1,605−29.6% | Reduced |
| Pacific Point Advisors, LLC | 3,823 | $937.8K | 0.53% | 00.0% | Unchanged |
| SRN Advisors, LLC | 3,830 | $939.5K | 1.06% | −1,783−31.8% | Reduced |
| Watershed Private Wealth LLC | 3,831 | $939.7K | 0.38% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 3,841 | $942.2K | 0.63% | 00.0% | Unchanged |
| GSG Advisors LLC | 4,033 | $945.1K | 0.31% | +83+2.1% | Added |
| Advance Capital Management, Inc. | 3,856 | $946.0K | 0.05% | +174+4.7% | Added |
| Ninepoint Partners LP | 3,858 | $946.4K | 0.17% | −192−4.7% | Reduced |
| BluePointe Capital Management, LLC | 3,858 | $946.4K | 0.36% | +1,811+88.5% | Added |
| Creekmur Asset Management LLC | 3,869 | $949.0K | 0.20% | +2,718+236.1% | Added |
| Portland Global Advisors LLC | 3,875 | $950.5K | 0.12% | +137+3.7% | Added |
| Hoxton Planning & Management, LLC | 3,876 | $950.9K | 0.36% | +241+6.6% | Added |
| Balance Wealth, LLC | 3,880 | $951.8K | 0.62% | +3,880 | New |
| Sykon Capital LLC | 3,880 | $951.8K | 0.36% | +2,325+149.5% | Added |
| Abel Hall, LLC | 3,884 | $952.6K | 0.57% | −935−19.4% | Reduced |
| Ellevest, Inc. | 3,885 | $953.0K | 0.06% | +95+2.5% | Added |
| CJM Wealth Advisers, Ltd. | 3,887 | $953.5K | 0.34% | −70−1.8% | Reduced |
| Ecofi Investissements SA | 4,550 | $954.2K | 0.61% | −50−1.1% | Reduced |
| Cape Investment Advisory, Inc. | 3,891 | $954.5K | 0.38% | −8−0.2% | Reduced |
| Avantra Family Wealth, Inc. | 3,894 | $955.2K | 0.92% | −24−0.6% | Reduced |
| Peak Retirement Planning, Inc. | 3,896 | $955.7K | 0.53% | −9,537−71.0% | Reduced |
| TSFG, LLC | 3,895 | $956.0K | 0.20% | +259+7.1% | Added |
| Atticus Wealth Management, LLC | 3,902 | $957.2K | 0.31% | +200+5.4% | Added |
| Partners Wealth Management, LLC | 3,913 | $959.9K | 1.09% | −136−3.4% | Reduced |
| Custom Index Systems, LLC | 3,915 | $960.4K | 0.49% | −100−2.5% | Reduced |
| ERTS Wealth Advisors, LLC | 3,920 | $961.5K | 0.19% | −138−3.4% | Reduced |
| MFA Wealth Services | 3,920 | $961.5K | 0.79% | −203−4.9% | Reduced |
| Total Investment Management Inc | 3,926 | $963.1K | 0.13% | +3+0.1% | Added |
| Collective Family Office LLC | 3,929 | $963.8K | 0.26% | −266−6.3% | Reduced |
| Future Fund LLC | 3,933 | $964.8K | 1.24% | +3,933 | New |
| Thomas Story & Son LLC | 3,940 | $966.5K | 0.38% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 3,941 | $966.8K | 0.38% | +84+2.2% | Added |
| GGM Financials LLC | 3,946 | $968.0K | 0.66% | −226−5.4% | Reduced |
| Capital Management Associates, Inc | 3,946 | $968.2K | 0.22% | +379+10.6% | Added |
| BIT Capital GmbH | 3,965 | $972.6K | 0.12% | +1,323+50.1% | Added |
| Maltin Wealth Management, Inc. | 3,969 | $973.7K | 0.46% | +185+4.9% | Added |
| Vawter Financial, Ltd. | 3,971 | $974.1K | 0.55% | +41+1.0% | Added |
| Garrett Wealth Advisory Group, LLC | 3,976 | $975.2K | 0.22% | +696+21.2% | Added |
| Sterling Group Wealth Management, LLC | 3,982 | $976.9K | 0.52% | +10.0% | Added |
| Ardent Capital Management, Inc. | 3,986 | $977.8K | 0.42% | −134−3.3% | Reduced |
| RVW Wealth, LLC | 3,988 | $978.3K | 0.09% | +2,523+172.2% | Added |
| Harbor Group, Inc. | 3,989 | $978.6K | 0.20% | +10.0% | Added |
| Wendell David Associates Inc | 4,000 | $981.0K | 0.10% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 4,000 | $981.0K | 0.00% | +885+28.4% | Added |
| Summa Corp. | 4,000 | $981.2K | 0.57% | −133−3.2% | Reduced |
| Win Advisors, Inc | 4,004 | $982.2K | 0.50% | +4,004 | New |
| Davidson Investment Advisors | 4,006 | $982.7K | 0.05% | −428−9.7% | Reduced |
| Secure Asset Management, LLC | 4,020 | $986.2K | 0.20% | −11,473−74.1% | Reduced |
| Doheny Asset Management | 4,024 | $987.0K | 0.77% | +98+2.5% | Added |
| Tributary Capital Management, LLC | 4,025 | $987.3K | 0.09% | −1,062−20.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 4,032 | $989.0K | 0.83% | −40−1.0% | Reduced |
| Wallace Advisory Group, LLC | 4,127 | $989.2K | 0.68% | −69−1.6% | Reduced |
| Narus Financial Partners, LLC | 4,057 | $995.2K | 0.34% | +85+2.1% | Added |
| Kaydan Wealth Management, Inc. | 4,081 | $1.00M | 0.32% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 4,088 | $1.00M | 0.11% | +755+22.7% | Added |
| Discipline Wealth Solutions, LLC | 4,097 | $1.00M | 0.48% | 00.0% | Unchanged |
| Michael B. Yongue | 4,104 | $1.01M | 1.28% | −463−10.1% | Reduced |
| Port Capital LLC | 4,106 | $1.01M | 0.05% | −875−17.6% | Reduced |
| Safeguard Financial, LLC | 4,107 | $1.01M | 0.22% | +59+1.5% | Added |
| Hardin Capital Partners, LLC | 4,110 | $1.01M | 0.62% | −2,275−35.6% | Reduced |
| Goldstein Advisors, LLC | 4,113 | $1.01M | 0.15% | −331−7.4% | Reduced |
| Rossby Financial, LCC | 4,143 | $1.01M | 0.44% | +1,212+41.4% | Added |
| Hassell Wealth Management, LLC | 4,299 | $1.01M | 0.43% | +214+5.2% | Added |
| Helium Advisors LLC | 4,114 | $1.01M | 0.73% | +8+0.2% | Added |
| Elevatus Welath Management | 4,116 | $1.01M | 0.57% | −846−17.0% | Reduced |
| Tevis Investment Management | 4,213 | $1.01M | 0.75% | 00.0% | Unchanged |