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 |
|---|---|---|---|---|---|
| Skba Capital Management LLC | 4,657 | $1.14M | 0.17% | 00.0% | Unchanged |
| BIP Wealth, LLC | 4,660 | $1.14M | 0.07% | −26−0.6% | Reduced |
| Summit Wealth Partners, LLC | 4,664 | $1.14M | 0.23% | +53+1.1% | Added |
| Wagner Wealth Management, LLC | 4,671 | $1.15M | 0.29% | +32+0.7% | Added |
| Grove Street Fiduciary, LLC | 4,673 | $1.15M | 0.58% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 4,681 | $1.15M | 0.38% | +74+1.6% | Added |
| Camelot Portfolios, LLC | 4,696 | $1.15M | 0.71% | +4,696 | New |
| Castlekeep Investment Advisors LLC | 4,704 | $1.15M | 0.59% | −579−11.0% | Reduced |
| Fairvoy Private Wealth, LLC | 4,713 | $1.16M | 0.32% | −7−0.1% | Reduced |
| Nova Wealth Management, Inc. | 4,720 | $1.16M | 1.00% | −143−2.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,726 | $1.16M | 0.22% | +5+0.1% | Added |
| Summit X, LLC | 4,738 | $1.16M | 0.24% | +58+1.2% | Added |
| Enclave Advisors LLC | 4,739 | $1.16M | 0.20% | +25+0.5% | Added |
| Shelton Wealth Management, LLC | 4,739 | $1.16M | 0.67% | −267−5.3% | Reduced |
| ISAM Funds (UK) Ltd | 4,740 | $1.16M | 0.57% | +4,740 | New |
| Ashton Thomas Securities, LLC | 4,744 | $1.16M | 0.32% | −3,623−43.3% | Reduced |
| Alliance Wealth Management Group | 4,748 | $1.16M | 0.31% | −358−7.0% | Reduced |
| Voisard Asset Management Group, Inc. | 4,758 | $1.17M | 0.34% | −4−0.1% | Reduced |
| Fiduciary Planning LLC | 4,763 | $1.17M | 0.38% | +102+2.2% | Added |
| BCJ Capital Management, LLC | 4,769 | $1.17M | 0.08% | +506+11.9% | Added |
| Aspire Private Capital, LLC | 4,776 | $1.17M | 0.29% | +117+2.5% | Added |
| Towercrest Capital Management | 4,779 | $1.17M | 0.22% | −4,680−49.5% | Reduced |
| Aveo Capital Partners, LLC | 4,703 | $1.17M | 0.20% | −2,307−32.9% | Reduced |
| Red Wave Investments LLC | 4,782 | $1.17M | 0.42% | +10.0% | Added |
| Pasadena Private Wealth, LLC | 4,803 | $1.18M | 0.23% | +1,511+45.9% | Added |
| Lakeshore Capital Group, Inc. | 4,804 | $1.18M | 1.14% | +41+0.9% | Added |
| Seamount Financial Group Inc | 4,805 | $1.18M | 0.80% | −42−0.9% | Reduced |
| Profit Investment Management, LLC | 4,807 | $1.18M | 1.09% | −1,215−20.2% | Reduced |
| Weinberger Asset Management, Inc | 4,816 | $1.18M | 0.51% | −21−0.4% | Reduced |
| Wayfinding Financial, LLC | 4,822 | $1.18M | 0.52% | −158−3.2% | Reduced |
| Maripau Wealth Management LLC | 4,823 | $1.18M | 0.68% | +554+13.0% | Added |
| Taylor Hoffman Capital Management LLC | 4,863 | $1.18M | 0.44% | −40−0.8% | Reduced |
| Horan Securities, Inc. | 4,832 | $1.19M | 0.45% | −346−6.7% | Reduced |
| PUREfi Wealth, LLC | 4,834 | $1.19M | 1.19% | +339+7.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,876 | $1.19M | 0.09% | +308+6.7% | Added |
| Campion Asset Management LLC | 4,846 | $1.19M | 0.92% | −155−3.1% | Reduced |
| Philo Smith Capital Corp | 4,850 | $1.19M | 0.33% | 00.0% | Unchanged |
| Hutchinson Capital Management | 4,856 | $1.19M | 0.23% | −435−8.2% | Reduced |
| CWS Financial Advisors, LLC | 4,861 | $1.19M | 0.38% | +315+6.9% | Added |
| Maia Wealth LLC | 5,089 | $1.19M | 0.27% | +177+3.6% | Added |
| Darden Wealth Group Inc | 4,880 | $1.20M | 0.93% | 00.0% | Unchanged |
| Seeds Investor LLC | 4,881 | $1.20M | 0.34% | −784−13.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,888 | $1.20M | 0.00% | +49+1.0% | Added |
| Copperleaf Capital, LLC | 4,889 | $1.20M | 0.72% | +3,031+163.1% | Added |
| Smith Thornton Advisors LLC | 4,897 | $1.20M | 0.75% | +22+0.5% | Added |
| Aurora Private Wealth, Inc. | 4,902 | $1.20M | 0.96% | −173−3.4% | Reduced |
| Guardian Asset Advisors, LLC | 4,897 | $1.20M | 0.78% | +69+1.4% | Added |
| Plan Group Financial, LLC | 4,907 | $1.20M | 0.43% | +2,960+152.0% | Added |
| Up Strategic Wealth Investment Advisors LLC | 4,908 | $1.20M | 1.07% | −95−1.9% | Reduced |
| Elgethun Capital Management | 4,918 | $1.21M | 0.27% | +198+4.2% | Added |
| TrueWealth Advisors, LLC | 4,920 | $1.21M | 0.40% | −170−3.3% | Reduced |
| Wallington Asset Management, LLC | 4,923 | $1.21M | 0.17% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4,925 | $1.21M | 0.92% | −30−0.6% | Reduced |
| Creative Financial Designs Inc | 4,928 | $1.21M | 0.10% | −26−0.5% | Reduced |
| McAdam, LLC | 4,934 | $1.21M | 0.07% | +135+2.8% | Added |
| Single Point Partners, LLC | 4,939 | $1.21M | 0.28% | +1,673+51.2% | Added |
| Brookwood Investment Group LLC | 4,938 | $1.21M | 0.21% | +4,938 | New |
| Smart Portfolios, LLC | 4,944 | $1.21M | 1.32% | −40−0.8% | Reduced |
| Sachetta, LLC | 4,946 | $1.21M | 0.50% | −418−7.8% | Reduced |
| Jacobsen Capital Management | 4,947 | $1.21M | 0.53% | +164+3.4% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $1.21M | 0.53% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,958 | $1.22M | 0.21% | +235+5.0% | Added |
| Lord & Richards Wealth Management, LLC | 4,969 | $1.22M | 1.38% | +2,111+73.9% | Added |
| Oxler Private Wealth LLC | 4,974 | $1.22M | 0.43% | −434−8.0% | Reduced |
| McHugh Group, LLC | 4,975 | $1.22M | 0.92% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,979 | $1.22M | 0.67% | 00.0% | Unchanged |
| Viawealth, LLC | 4,982 | $1.22M | 0.75% | +5+0.1% | Added |
| Paladin Wealth, LLC | 4,989 | $1.22M | 1.10% | +273+5.8% | Added |
| Copperwynd Financial, LLC | 4,996 | $1.23M | 0.34% | −798−13.8% | Reduced |
| Dempze Nancy E | 4,998 | $1.23M | 0.74% | −20−0.4% | Reduced |
| Holowesko Partners Ltd. | 5,000 | $1.23M | 0.46% | −13,400−72.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 5,000 | $1.23M | 0.02% | 00.0% | Unchanged |
| JBF Capital, Inc. | 5,000 | $1.23M | 0.24% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 5,000 | $1.23M | 1.42% | +1,000+25.0% | Added |
| Salomon & Ludwin, LLC | 5,011 | $1.23M | 0.13% | +2,140+74.5% | Added |
| Baron Wealth Management LLC | 5,015 | $1.23M | 0.54% | −271−5.1% | Reduced |
| Garde Capital, Inc. | 5,027 | $1.23M | 0.07% | −10.0% | Reduced |
| PFW Advisors LLC | 5,029 | $1.23M | 0.39% | −20.0% | Reduced |
| Almanack Investment Partners, LLC. | 5,029 | $1.23M | 0.24% | −114−2.2% | Reduced |
| Willner & Heller, LLC | 5,032 | $1.23M | 1.14% | −10−0.2% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,038 | $1.24M | 0.75% | +41+0.8% | Added |
| Maxele Advisors, LLC | 5,042 | $1.24M | 1.20% | +330+7.0% | Added |
| Stephenson National Bank & Trust | 5,062 | $1.24M | 0.45% | −155−3.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,063 | $1.24M | 0.47% | −362−6.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 5,069 | $1.24M | 1.50% | −5,248−50.9% | Reduced |
| First National Bank | 5,090 | $1.25M | 0.81% | +3+0.1% | Added |
| Heritage Investment Group, Inc. | 5,108 | $1.25M | 0.24% | +381+8.1% | Added |
| FORM Wealth Advisors, LLC | 5,115 | $1.25M | 0.17% | +5,115 | New |
| Atlas Private Wealth Advisors | 5,119 | $1.26M | 0.18% | +286+5.9% | Added |
| Spinnaker Investment Group, LLC | 5,121 | $1.26M | 0.28% | +72+1.4% | Added |
| Activest Wealth Management | 5,123 | $1.26M | 0.34% | +392+8.3% | Added |
| Fortress Private Ledger, LLC | 5,126 | $1.26M | 0.70% | +460+9.9% | Added |
| Centerpoint Advisors, LLC | 5,146 | $1.26M | 0.47% | 00.0% | Unchanged |
| May Hill Capital, LLC | 5,160 | $1.27M | 0.48% | +126+2.5% | Added |
| Salzhauer Michael | 5,168 | $1.27M | 0.77% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 5,169 | $1.27M | 0.86% | +161+3.2% | Added |
| Cross Staff Investments Inc | 5,178 | $1.27M | 0.96% | −39−0.7% | Reduced |
| Pandora Wealth, Inc. | 5,187 | $1.27M | 0.84% | +5,187 | New |
| Kingsman Wealth Management, Inc. | 5,192 | $1.27M | 0.93% | +5,192 | New |
| Eagle Bay Advisors LLC | 5,193 | $1.27M | 1.08% | −285−5.2% | Reduced |