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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 5,198 | $1.28M | 0.74% | −14−0.3% | Reduced |
| Hara Capital LLC | 5,216 | $1.28M | 0.86% | −130−2.4% | Reduced |
| PKS Advisory Services, LLC | 5,216 | $1.28M | 0.35% | +96+1.9% | Added |
| Probity Advisors, Inc. | 5,220 | $1.28M | 0.25% | −217−4.0% | Reduced |
| Lionsbridge Wealth Management LLC | 5,225 | $1.28M | 1.14% | −1,113−17.6% | Reduced |
| Cornerstone Planning Group LLC | 5,326 | $1.28M | 0.31% | +419+8.5% | Added |
| Full Sail Capital, LLC | 5,233 | $1.28M | 0.08% | +836+19.0% | Added |
| Cascades Capital Asset Management, LLC | 5,258 | $1.29M | 0.70% | +161+3.2% | Added |
| Sterneck Capital Management, LLC | 5,260 | $1.29M | 0.70% | −39−0.7% | Reduced |
| QTR Family Wealth, LLC | 5,264 | $1.29M | 0.97% | +5,264 | New |
| Kennedy Investment Group | 5,282 | $1.30M | 0.60% | +229+4.5% | Added |
| Councilmark Asset Management, LLC | 5,293 | $1.30M | 0.88% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 5,293 | $1.30M | 1.14% | +153+3.0% | Added |
| Gerber, LLC | 5,295 | $1.30M | 1.08% | −20−0.4% | Reduced |
| Tectonic Advisors LLC | 5,299 | $1.30M | 0.08% | +102+2.0% | Added |
| Morling Financial Advisors, LLC | 5,302 | $1.30M | 0.45% | +3,395+178.0% | Added |
| Proathlete Wealth Management LLC | 5,293 | $1.30M | 0.47% | +106+2.0% | Added |
| Virtus Investment Advisers, Inc. | 5,316 | $1.30M | 0.35% | +4,397+478.5% | Added |
| Gateway Wealth Partners, LLC | 5,333 | $1.31M | 0.29% | +330+6.6% | Added |
| Oldfather Financial Services, LLC | 5,341 | $1.31M | 0.50% | +10+0.2% | Added |
| Floyd Financial Group LLC | 5,341 | $1.31M | 1.18% | +36+0.7% | Added |
| Truvestments Capital LLC | 5,341 | $1.31M | 0.28% | +517+10.7% | Added |
| Grant Street Asset Management, Inc. | 5,355 | $1.31M | 0.32% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 5,492 | $1.32M | 0.41% | 00.0% | Unchanged |
| Manske Wealth Management | 5,370 | $1.32M | 0.50% | +522+10.8% | Added |
| State of Wyoming | 5,386 | $1.32M | 0.18% | −218−3.9% | Reduced |
| Olistico Wealth, LLC | 5,387 | $1.32M | 0.82% | −190−3.4% | Reduced |
| Fox Run Management, L.L.C. | 5,390 | $1.32M | 0.20% | +3,914+265.2% | Added |
| Leo Wealth, LLC | 5,395 | $1.32M | 0.19% | −3,163−37.0% | Reduced |
| West Bancorporation Inc | 5,400 | $1.32M | 0.90% | +97+1.8% | Added |
| Northstar Group, Inc. | 5,402 | $1.33M | 0.21% | +34+0.6% | Added |
| KilterHowling LLC | 5,230 | $1.33M | 0.86% | +56+1.1% | Added |
| Oliver Luxxe Assets LLC | 5,411 | $1.33M | 0.25% | −85−1.5% | Reduced |
| Horizon Wealth Management, LLC | 5,424 | $1.33M | 0.22% | +83+1.6% | Added |
| Quantessence Capital LLC | 5,425 | $1.33M | 0.33% | −6,480−54.4% | Reduced |
| Cravens & Co Advisors, LLC | 5,429 | $1.33M | 1.03% | +107+2.0% | Added |
| Financial Partners Group, Inc | 5,449 | $1.34M | 0.21% | +214+4.1% | Added |
| Sage Investment Counsel LLC | 5,452 | $1.34M | 1.70% | −120−2.2% | Reduced |
| 49 Wealth Management, LLC | 5,454 | $1.34M | 0.16% | +734+15.6% | Added |
| Gibraltar Capital Management, Inc. | 5,456 | $1.34M | 0.29% | −1,635−23.1% | Reduced |
| Eagle Strategies LLC | 5,460 | $1.34M | 0.23% | +203+3.9% | Added |
| LWM Advisory Services, LLC | 5,474 | $1.34M | 0.93% | +16+0.3% | Added |
| Kirtland Hills Capital Management, LLC | 5,790 | $1.34M | 0.82% | +1,400+31.9% | Added |
| Cassia Capital Partners, LLC | 5,477 | $1.34M | 0.84% | +89+1.7% | Added |
| Petros Family Wealth, LLC | 5,478 | $1.34M | 1.49% | +10.0% | Added |
| Evergreen Wealth Solutions, LLC | 5,480 | $1.34M | 0.91% | −749−12.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 5,496 | $1.34M | 0.52% | −530−8.8% | Reduced |
| Elevated Capital Advisors, LLC | 5,481 | $1.34M | 0.38% | −446−7.5% | Reduced |
| Patron Partners Advisors, LLC | 5,484 | $1.35M | 0.73% | +410+8.1% | Added |
| Lodestar Private Asset Management LLC | 5,488 | $1.35M | 0.17% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 5,493 | $1.35M | 1.04% | −258−4.5% | Reduced |
| GatePass Capital, LLC | 5,498 | $1.35M | 1.01% | +4,449+424.1% | Added |
| Hennessy Advisors Inc | 5,500 | $1.35M | 0.04% | −30,300−84.6% | Reduced |
| U S Global Investors Inc | 5,500 | $1.35M | 0.18% | +5,500 | New |
| PBMares Wealth Management LLC | 5,500 | $1.35M | 0.27% | −1,760−24.2% | Reduced |
| Cardiff Park Advisors, LLC | 5,509 | $1.35M | 0.13% | −32−0.6% | Reduced |
| Private Wealth Advisors | 5,510 | $1.35M | 0.57% | +13+0.2% | Added |
| All Terrain Financial Advisors, LLC | 5,525 | $1.36M | 0.53% | −9,997−64.4% | Reduced |
| Cambridge Advisors Inc. | 5,526 | $1.36M | 0.30% | 00.0% | Unchanged |
| Severin Investments, LLC | 5,528 | $1.36M | 1.36% | −1,339−19.5% | Reduced |
| Spartan Planning & Wealth Management | 5,538 | $1.36M | 1.32% | −189−3.3% | Reduced |
| Unified Investment Management | 5,545 | $1.36M | 1.61% | −1,187−17.6% | Reduced |
| Yoffe Investment Management, LLC | 5,548 | $1.36M | 2.00% | +5+0.1% | Added |
| Element Wealth, LLC | 5,551 | $1.36M | 0.73% | −170−3.0% | Reduced |
| Burt Wealth Advisors | 5,551 | $1.36M | 0.34% | +220+4.1% | Added |
| Financial Council Asset Management Inc | 5,556 | $1.36M | 0.73% | −53−0.9% | Reduced |
| Baring Financial LLC | 5,556 | $1.36M | 1.14% | −43−0.8% | Reduced |
| Driehaus Capital Management LLC | 5,572 | $1.37M | 0.01% | −70−1.2% | Reduced |
| Northwest Financial Advisors | 5,576 | $1.37M | 1.13% | −158−2.8% | Reduced |
| STAR Financial Bank | 5,586 | $1.37M | 1.00% | −84−1.5% | Reduced |
| Clarus Group, Inc. | 5,588 | $1.37M | 0.53% | −2,860−33.9% | Reduced |
| Aspen Grove Capital, LLC | 5,590 | $1.37M | 0.26% | +334+6.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 5,592 | $1.37M | 0.45% | +219+4.1% | Added |
| Sendero Wealth Management, LLC | 5,602 | $1.37M | 0.19% | −117−2.0% | Reduced |
| Legal Advantage Investments, Inc. | 5,603 | $1.37M | 0.74% | −50−0.9% | Reduced |
| waypoint wealth counsel | 5,628 | $1.38M | 0.87% | −1,703−23.2% | Reduced |
| Quest Partners LLC | 5,633 | $1.38M | 0.15% | +5,633 | New |
| Investment Partners Asset Management, Inc. | 5,642 | $1.38M | 1.09% | +104+1.9% | Added |
| Brave Warrior Advisors, LLC | 5,643 | $1.38M | 0.03% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 5,654 | $1.39M | 0.50% | +249+4.6% | Added |
| Great Point Wealth Advisors, LLC | 5,665 | $1.39M | 0.30% | −147−2.5% | Reduced |
| Roberts Capital Advisors, LLC | 5,671 | $1.39M | 1.22% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,680 | $1.39M | 0.42% | −62−1.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,688 | $1.40M | 1.06% | +28+0.5% | Added |
| Hall Laurie J Trustee | 5,690 | $1.40M | 0.50% | −1,270−18.2% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,700 | $1.40M | 0.06% | −100−1.7% | Reduced |
| Davis Investment Partners, LLC | 5,958 | $1.40M | 0.62% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 5,706 | $1.40M | 0.34% | −59−1.0% | Reduced |
| Delphi Management Inc | 5,709 | $1.40M | 1.43% | −860−13.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,723 | $1.40M | 0.47% | +160+2.9% | Added |
| Vantage Financial Partners, LLC | 5,725 | $1.40M | 0.35% | +149+2.7% | Added |
| Park Capital Management, LLC | 5,727 | $1.40M | 1.64% | +194+3.5% | Added |
| Wilkins Miller Wealth Management, LLC | 5,734 | $1.41M | 1.06% | +20+0.4% | Added |
| Heck Capital Advisors, LLC | 5,737 | $1.41M | 0.16% | +2,813+96.2% | Added |
| Clifford Group, LLC | 5,737 | $1.41M | 1.31% | +46+0.8% | Added |
| Patriot Investment Management Inc. | 5,742 | $1.41M | 0.11% | 00.0% | Unchanged |
| Galaxy Digital Capital Management GP LLC | 5,749 | $1.41M | 2.16% | −10,116−63.8% | Reduced |
| Black Swift Group, LLC | 5,759 | $1.41M | 0.32% | +40+0.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 5,766 | $1.41M | 1.10% | −60−1.0% | Reduced |
| Renasant Bank | 5,767 | $1.41M | 0.94% | +420+7.9% | Added |