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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; 5,157 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
+77 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
1,874 more added
Sold out
130
2,140 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.

Institutional holdersQ1 2025: 4,679 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,157 institutions
Value heldQ1 2025: $494.6B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,157$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2024.

Institutions holding JPM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Moisand Fitzgerald Tamayo, LLC496$121.7K0.02%−21−4.1%Reduced
Accordant Advisory Group Inc501$122.9K0.12%00.0%Unchanged
Stuart Chaussee & Associates, Inc.504$123.5K0.03%−155−23.5%Reduced
Cloud Capital Management, LLC520$127.0K0.09%+520New
Cooksen Wealth, LLC643$128.8K0.13%+643New
Davis Capital Management530$130.1K0.10%−25−4.5%Reduced
Horrell Capital Management, Inc.547$134.2K0.06%00.0%Unchanged
West Financial Advisors, LLC566$138.8K0.03%−37−6.1%Reduced
Acima Private Wealth, LLC569$139.6K0.05%00.0%Unchanged
Sherman Asset Management, Inc.570$139.8K0.13%−6−1.0%Reduced
Standard Family Office LLC576$141.3K0.19%−435−43.0%Reduced
Bay Harbor Wealth Management, LLC582$142.6K0.05%+148+34.1%Added
New Millennium Group LLC588$144.1K0.09%−439−42.7%Reduced
Financial Network Wealth Advisors LLC591$145.0K0.19%+291+97.0%Added
WealthTrak Capital Management LLC594$145.7K0.13%+27+4.8%Added
Creative Capital Management Investments LLC598$146.7K0.06%00.0%Unchanged
DecisionPoint Financial, LLC610$149.6K0.04%00.0%Unchanged
Dunhill Financial, LLC624$153.1K0.07%−111−15.1%Reduced
Mendota Financial Group, LLC639$156.7K0.17%−108−14.5%Reduced
Wealth Advisors of Tampa Bay, LLC640$157.0K0.06%+640New
Darwin Advisors, LLC657$157.6K0.05%00.0%Unchanged
Evolution Advisers, Inc.651$159.0K0.08%−6−0.9%Reduced
Runnymede Capital Advisors, Inc.653$160.2K0.15%−209−24.2%Reduced
Basso Capital Management, L.P.654$160.4K0.14%+50+8.3%Added
Valley Forge Investment Consultants Inc Adv661$162.1K0.06%00.0%Unchanged
Guardian Wealth Management, Inc.668$163.9K0.11%−29−4.2%Reduced
TD Capital Management LLC672$164.9K0.02%−111−14.2%Reduced
Maryland Capital Advisors Inc.675$165.6K0.07%00.0%Unchanged
Sarver Vrooman Wealth Advisors677$166.1K0.11%+677New
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.697$171.0K0.04%−112,978−99.4%Reduced
Briaud Financial Planning, Inc704$172.0K0.07%00.0%Unchanged
Financial Network Wealth Management LLC709$173.0K0.06%+709New
Evelyn Partners Asset Management Ltd709$173.9K0.05%00.0%Unchanged
Navigoe, LLC711$174.0K0.15%−90−11.2%Reduced
Tidemark, LLC711$174.4K0.06%−14−1.9%Reduced
Synergy Investment Management, LLC742$182.1K0.08%+32+4.5%Added
WPG Advisers, LLC749$183.7K0.17%+94+14.4%Added
Valued Wealth Advisors LLC753$184.8K0.11%00.0%Unchanged
Promus Capital, LLC765$187.7K0.14%+1+0.1%Added
Quest 10 Wealth Builders, Inc.784$192.3K0.21%−422−35.0%Reduced
Vermillion Wealth Management, Inc.792$194.2K0.06%+2+0.3%Added
Financial Life Planners794$194.8K0.19%+94+13.4%Added
Principia Wealth Advisory, LLC833$195.2K0.19%+7+0.8%Added
1 North Wealth Services LLC800$196.2K0.09%+800New
XY Capital Ltd804$197.2K0.13%+276+52.3%Added
Financial Avengers, Inc.814$199.6K0.10%−58−6.7%Reduced
eCIO, Inc.814$199.7K0.07%+814New
Founders Capital Management, LLC817$200.4K0.04%+817New
Campbell Deegan Wealth Management, LLC820$201.1K0.23%−72−8.1%Reduced
Headland Capital, LLC822$201.7K0.07%+822New
Hirtle Callaghan & Co LLC826$202.6K0.01%−156−15.9%Reduced
Capital Investment Services of America, Inc.827$202.9K0.02%+827New
Bonfire Financial828$203.1K0.19%+828New
BCU Wealth Advisors, LLC829$203.3K0.11%+829New
Alamar Capital Management, LLC830$203.6K0.12%−190−18.6%Reduced
Fonville Wealth Management LLC831$203.8K0.06%+831New
ShankerValleau Wealth Advisors, Inc.831$203.8K0.07%+831New
Graney & King, LLC832$204.0K0.15%+59+7.6%Added
Ball & Co Wealth Management Inc.835$204.0K0.22%+4+0.5%Added
Eastover Investment Advisors LLC835$204.8K0.10%−28−3.2%Reduced
Rahlfs Capital, LLC838$205.6K0.21%00.0%Unchanged
Pachira Investments Inc.852$206.9K0.15%+852New
Endowment Wealth Management, Inc.843$206.9K0.13%+843New
Elevate Wealth Advisory, Inc845$207.2K0.15%+845New
CMT Capital Markets Trading GmbH849$208.0K0.09%+849New
Rodgers & Associates, LTD848$208.0K0.03%00.0%Unchanged
Confluence Investment Management LLC849$208.3K0.00%−3−0.4%Reduced
Milestone Asset Management Group, LLC849$208.3K0.19%+1+0.1%Added
Gallacher Capital Management LLC849$208.3K0.10%+849New
ETF Store, Inc.850$208.5K0.26%−101−10.6%Reduced
Puzo Michael J850$208.5K0.06%00.0%Unchanged
Hapanowicz & Associates Financial Services, Inc850$208.5K0.12%−22−2.5%Reduced
Phocas Financial Corp.851$208.8K0.03%+851New
Auour Investments LLC854$208.9K0.08%00.0%Unchanged
Cardinal Capital Management, Inc.855$209.7K0.01%−4,380−83.7%Reduced
WealthCare Investment Partners, LLC916$209.8K0.09%+4+0.4%Added
Beacon Financial Strategies CORP856$209.9K0.14%−6−0.7%Reduced
Lummis Asset Management, LP858$210.5K0.15%+676+371.4%Added
Fortis Capital Management LLC860$211.0K0.04%+860New
JFG Wealth Management, LLC861$211.2K0.05%−661−43.4%Reduced
Legend Financial Advisors, Inc.863$211.7K0.16%00.0%Unchanged
Boomfish Wealth Group, LLC864$212.0K0.14%−54−5.9%Reduced
TrueMark Investments, LLC867$212.7K0.06%+867New
Seven Springs Wealth Group, LLC869$213.2K0.08%+869New
Peak Financial Management, Inc.872$213.9K0.06%+26+3.1%Added
CHB Investment Group, LLC878$215.0K0.11%00.0%Unchanged
City Center Advisors, LLC877$215.1K0.25%+877New
SLT Holdings LLC881$216.1K0.20%+46+5.5%Added
Corepath Wealth Partners LLC919$216.4K0.21%−15−1.6%Reduced
Mullaney, Keating & Wright, Inc.883$216.6K0.15%00.0%Unchanged
Integras Partners LLC883$216.7K0.20%−8−0.9%Reduced
Dahring | Cusmano LLC884$216.9K0.19%−988−52.8%Reduced
Mark Sheptoff Financial Planning, LLC940$218.5K0.12%−800−46.0%Reduced
Rialto Wealth Management, LLC894$219.4K0.07%−976−52.2%Reduced
Chokshi & Queen Wealth Advisors, Inc896$219.9K0.15%00.0%Unchanged
GEM Asset Management, LLC906$220.8K0.12%00.0%Unchanged
Garrison Bradford & Associates Inc900$220.8K0.24%00.0%Unchanged
Trust Co of Kansas899$221.0K0.12%00.0%Unchanged
Barnes Wealth Management Group, Inc904$221.8K0.14%+5+0.6%Added
Gator Capital Management, LLC905$222.0K0.08%00.0%Unchanged