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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 4,219 | $1.01M | 0.64% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 4,122 | $1.01M | 0.16% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 4,123 | $1.01M | 0.85% | +808+24.4% | Added |
| Affinity Capital Advisors, LLC | 4,288 | $1.01M | 0.20% | +242+6.0% | Added |
| Cardinal Strategic Wealth Guidance | 4,130 | $1.01M | 0.32% | −1,694−29.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 4,138 | $1.02M | 0.38% | +292+7.6% | Added |
| Wellspring Financial Advisors, LLC | 4,149 | $1.02M | 0.11% | +146+3.6% | Added |
| 111 Capital | 4,155 | $1.02M | 0.20% | +4,155 | New |
| Landaas & Co | 4,163 | $1.02M | 0.28% | +3+0.1% | Added |
| Hopwood Financial Services, Inc. | 4,164 | $1.02M | 0.79% | +3+0.1% | Added |
| S.A. Mason LLC | 4,164 | $1.02M | 0.54% | 00.0% | Unchanged |
| Caas Capital Management LP | 4,175 | $1.02M | 0.49% | −356−7.9% | Reduced |
| Humankind Investments LLC | 4,182 | $1.03M | 0.27% | −264−5.9% | Reduced |
| Deseret Mutual Benefit Administrators | 4,183 | $1.03M | 0.51% | −336−7.4% | Reduced |
| Lumbard & Kellner, LLC | 4,184 | $1.03M | 0.45% | −78−1.8% | Reduced |
| Keebeck Wealth Management, LLC | 4,185 | $1.03M | 0.15% | +341+8.9% | Added |
| Taylor Financial Group, Inc. | 4,192 | $1.03M | 0.72% | +151+3.7% | Added |
| Retirement Income Solutions, Inc | 4,194 | $1.03M | 0.22% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,920 | $1.03M | 0.54% | −194−4.7% | Reduced |
| Requisite Capital Management, LLC | 4,210 | $1.03M | 0.23% | −522−11.0% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $1.03M | 0.71% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,218 | $1.03M | 0.17% | +163+4.0% | Added |
| Bluesphere Advisors, LLC | 4,219 | $1.03M | 0.59% | −1,857−30.6% | Reduced |
| Blalock Williams, LLC | 4,235 | $1.04M | 1.16% | −10.0% | Reduced |
| NFP Retirement, Inc. | 4,244 | $1.04M | 0.08% | +177+4.4% | Added |
| New Vernon Investment Management LLC | 4,253 | $1.04M | 1.40% | −108,476−96.2% | Reduced |
| Roberts Glore & Co Inc | 4,258 | $1.04M | 0.32% | −7−0.2% | Reduced |
| Byrne Financial Freedom, LLC | 4,262 | $1.05M | 0.59% | +101+2.4% | Added |
| Safeguard Investment Advisory Group, LLC | 4,259 | $1.05M | 0.28% | +1,268+42.4% | Added |
| Wealthstream Advisors, Inc. | 4,268 | $1.05M | 0.20% | −96−2.2% | Reduced |
| Aspen Capital Management, LLC | 4,280 | $1.05M | 0.34% | +4,280 | New |
| PSI Advisors, LLC | 4,291 | $1.05M | 0.34% | −269−5.9% | Reduced |
| Wedge Capital Management L L P | 4,292 | $1.05M | 0.02% | −92−2.1% | Reduced |
| Gemmer Asset Management LLC | 4,292 | $1.05M | 0.11% | −97−2.2% | Reduced |
| Capital Markets Trading UK LLP | 4,291 | $1.05M | 1.20% | +4,291 | New |
| Fiera Capital Corp | 4,305 | $1.06M | 0.00% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 4,306 | $1.06M | 1.07% | −291−6.3% | Reduced |
| Indie Asset Partners, LLC | 4,307 | $1.06M | 0.92% | −2,047−32.2% | Reduced |
| Crown Wealth Group, LLC | 4,320 | $1.06M | 0.55% | +222+5.4% | Added |
| Optiver Holding B.V. | 4,323 | $1.06M | 0.04% | −2,078−32.5% | Reduced |
| Luts & Greenleigh Group, Inc | 4,323 | $1.06M | 1.05% | −162−3.6% | Reduced |
| Center For Asset Management LLC | 4,325 | $1.06M | 0.65% | −14−0.3% | Reduced |
| Palo Alto Wealth Advisors, LLC | 4,042 | $1.06M | 0.41% | +494+13.9% | Added |
| Hamilton Wealth, LLC | 4,337 | $1.06M | 0.26% | −225−4.9% | Reduced |
| WNY Asset Management, LLC | 4,340 | $1.06M | 0.13% | −164−3.6% | Reduced |
| McDonough Capital Management, Inc | 4,354 | $1.07M | 0.70% | +271+6.6% | Added |
| Cutter & CO Brokerage, Inc. | 4,356 | $1.07M | 0.25% | +38+0.9% | Added |
| Holistic Planning, LLC | 4,364 | $1.07M | 0.36% | −10.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,378 | $1.07M | 0.47% | −229−5.0% | Reduced |
| California First Leasing Corp | 4,380 | $1.07M | 0.47% | 00.0% | Unchanged |
| Avalon Trust Co | 4,382 | $1.07M | 0.09% | −104−2.3% | Reduced |
| BWM Planning, LLC | 4,385 | $1.08M | 0.46% | +10.0% | Added |
| Advyzon Investment Management, LLC | 4,390 | $1.08M | 0.38% | −208−4.5% | Reduced |
| Fca Corp | 4,392 | $1.08M | 0.34% | −42−0.9% | Reduced |
| Clearwater Capital Advisors, LLC | 4,398 | $1.08M | 0.10% | +90+2.1% | Added |
| Evanson Asset Management, LLC | 4,402 | $1.08M | 0.08% | −1,027−18.9% | Reduced |
| Borer Denton & Associates, Inc. | 4,404 | $1.08M | 0.38% | +100+2.3% | Added |
| Inspirion Wealth Advisors, LLC | 4,418 | $1.08M | 0.15% | +1,504+51.6% | Added |
| GF Fund Management Co. Ltd. | 4,428 | $1.09M | 0.03% | +3,953+832.2% | Added |
| TPG Advisors LLC | 4,428 | $1.09M | 0.86% | +3+0.1% | Added |
| Wambolt & Associates, LLC | 4,461 | $1.09M | 0.37% | −1,013−18.5% | Reduced |
| First National Corp | 4,433 | $1.09M | 0.24% | +229+5.4% | Added |
| Woodward Financial Advisors, Inc. | 4,434 | $1.09M | 0.52% | −188−4.1% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,434 | $1.09M | 1.24% | −885−16.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,456 | $1.09M | 1.16% | −750−14.4% | Reduced |
| Westfuller Advisors, LLC | 4,460 | $1.09M | 0.73% | +21+0.5% | Added |
| Challenger Wealth Management | 4,463 | $1.09M | 0.87% | +528+13.4% | Added |
| Merrion Investment Management Co, LLC | 4,469 | $1.10M | 0.79% | −175−3.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,471 | $1.10M | 0.25% | −157−3.4% | Reduced |
| Great Oak Capital Partners, LLC | 4,493 | $1.10M | 0.37% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 4,492 | $1.10M | 0.24% | −129−2.8% | Reduced |
| Renaissance Group LLC | 4,501 | $1.10M | 0.05% | −349−7.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,502 | $1.10M | 0.31% | +20.0% | Added |
| Highland Financial Advisors, LLC | 4,520 | $1.11M | 0.40% | −2,754−37.9% | Reduced |
| Eaton Financial Holdings Company, LLC | 4,522 | $1.11M | 0.46% | +15+0.3% | Added |
| Armstrong Advisory Group, Inc | 4,644 | $1.11M | 0.09% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 4,547 | $1.12M | 0.84% | −245−5.1% | Reduced |
| Curated Wealth Partners LLC | 4,549 | $1.12M | 0.14% | +365+8.7% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,767 | $1.12M | 0.24% | −318−6.3% | Reduced |
| Old Point Trust & Financial Services N A | 4,566 | $1.12M | 0.39% | +60+1.3% | Added |
| Global Trust Asset Management, LLC | 4,571 | $1.12M | 0.68% | −5,448−54.4% | Reduced |
| Mainsail Financial Group, LLC | 4,572 | $1.12M | 0.64% | +175+4.0% | Added |
| Alliance Wealth Advisors, LLC | 4,574 | $1.12M | 0.66% | −275−5.7% | Reduced |
| Carolinas Wealth Consulting LLC | 4,590 | $1.13M | 0.24% | −868−15.9% | Reduced |
| Helen Stephens Group, LLC | 4,596 | $1.13M | 0.32% | +68+1.5% | Added |
| Second Half Financial Partners, LLC | 4,603 | $1.13M | 0.56% | −8,643−65.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 4,605 | $1.13M | 0.13% | +343+8.0% | Added |
| Breed's Hill Capital LLC | 4,607 | $1.13M | 0.61% | +42+0.9% | Added |
| Garden State Investment Advisory Services LLC | 4,638 | $1.13M | 0.36% | +330+7.7% | Added |
| Aventura Private Wealth, LLC | 4,616 | $1.13M | 0.59% | +318+7.4% | Added |
| Planning Center, Inc. | 4,620 | $1.13M | 0.13% | −11−0.2% | Reduced |
| CM Wealth Advisors LLC | 4,629 | $1.14M | 0.36% | 00.0% | Unchanged |
| Matisse Capital | 4,631 | $1.14M | 0.60% | +50+1.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,636 | $1.14M | 0.15% | −271−5.5% | Reduced |
| NBZ Investment Advisors LLC | 4,644 | $1.14M | 0.66% | +516+12.5% | Added |
| Family Firm, Inc. | 4,648 | $1.14M | 0.25% | +10+0.2% | Added |
| Ewa, LLC | 4,648 | $1.14M | 0.42% | +180+4.0% | Added |
| Navis Wealth Advisors, LLC | 4,652 | $1.14M | 1.12% | +2,256+94.2% | Added |
| Retirement Planning Co of New England, Inc. | 4,654 | $1.14M | 0.59% | +54+1.2% | Added |
| Keyvantage Wealth, LLC | 4,655 | $1.14M | 0.56% | −408−8.1% | Reduced |