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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Higgins & Schmidt Wealth Strategies LLC | 906 | $222.2K | 0.13% | +2+0.2% | Added |
| Altiora Financial Group, LLC | 908 | $222.7K | 0.05% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 909 | $222.9K | 0.18% | −254−21.8% | Reduced |
| Kaufman Rossin Wealth, LLC | 909 | $223.0K | 0.16% | +909 | New |
| Hoya Capital Real Estate, LLC | 910 | $223.2K | 4.36% | 00.0% | Unchanged |
| Attessa Capital LLC | 910 | $223.2K | 0.15% | 00.0% | Unchanged |
| David Kennon Inc | 911 | $223.5K | 0.09% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 912 | $223.7K | 0.13% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 914 | $224.2K | 0.08% | −240−20.8% | Reduced |
| Diametric Capital, LP | 917 | $224.9K | 0.27% | −2,387−72.2% | Reduced |
| USA Financial Portformulas Corp | 918 | $225.2K | 0.04% | +918 | New |
| Brown Financial Advisory | 918 | $225.2K | 0.14% | +918 | New |
| Beta Wealth Group, Inc. | 919 | $225.5K | 0.08% | +1+0.1% | Added |
| Leeward Financial Partners, LLC | 920 | $225.7K | 0.08% | −7−0.8% | Reduced |
| Three Cord True Wealth Management, LLC | 920 | $225.7K | 0.19% | +80+9.5% | Added |
| REAP Financial Group, LLC | 920 | $225.7K | 0.06% | +368+66.7% | Added |
| Midwest Financial Group LLC | 922 | $226.2K | 0.13% | +3+0.3% | Added |
| PCG Wealth Advisors, LLC | 924 | $226.6K | 0.08% | −209−18.4% | Reduced |
| AdviceOne Advisory Services, LLC | 924 | $226.6K | 0.19% | −31−3.2% | Reduced |
| Theory Financial LLC | 925 | $226.9K | 0.10% | 00.0% | Unchanged |
| Sander Capital Advisors Inc | 925 | $227.0K | 0.12% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 926 | $227.1K | 0.07% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 926 | $227.2K | 0.05% | 00.0% | Unchanged |
| Members Wealth LLC | 929 | $227.8K | 0.17% | +81+9.6% | Added |
| Synergy Financial Group, LTD | 931 | $228.4K | 0.21% | −13−1.4% | Reduced |
| Spectrum Strategic Capital Management, LLC | 932 | $228.6K | 0.14% | −1−0.1% | Reduced |
| Conservest Capital Advisors, Inc. | 933 | $228.9K | 0.02% | +933 | New |
| CMH Wealth Management LLC | 934 | $229.1K | 0.06% | −40−4.1% | Reduced |
| Ferguson Shapiro LLC | 936 | $229.6K | 0.09% | −53−5.4% | Reduced |
| Blue Barn Wealth, LLC | 936 | $229.6K | 0.12% | −13−1.4% | Reduced |
| Chris Bulman Inc | 938 | $230.1K | 0.15% | +68+7.8% | Added |
| Innovative Wealth Building LLC | 943 | $231.2K | 0.21% | +87+10.2% | Added |
| Magnolia Wealth Management, LLC | 949 | $232.8K | 0.17% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 950 | $233.0K | 0.06% | 00.0% | Unchanged |
| Treasure Coast Financial Planning | 950 | $233.0K | 0.14% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 950 | $233.0K | 0.06% | 00.0% | Unchanged |
| Carroll Investors, Inc | 956 | $233.1K | 0.16% | 00.0% | Unchanged |
| Avant Capital LLC | 952 | $233.4K | 0.19% | +5+0.5% | Added |
| Check Capital Management Inc | 952 | $233.5K | 0.02% | +11+1.2% | Added |
| Chase Investment Counsel Corp | 957 | $234.0K | 0.09% | −49−4.9% | Reduced |
| Astra Wealth Partners LLC | 954 | $234.0K | 0.22% | +21+2.3% | Added |
| Westbourne Investments, Inc. | 955 | $234.2K | 0.14% | −150−13.6% | Reduced |
| PFS Partners, LLC | 955 | $234.2K | 0.12% | +1+0.1% | Added |
| Ellis Investment Partners, LLC | 958 | $235.0K | 0.05% | +958 | New |
| Comprehensive Money Management Services LLC | 959 | $235.2K | 0.19% | +12+1.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 959 | $235.2K | 0.36% | +959 | New |
| LifePlan Investment Advisors, Inc. | 960 | $235.5K | 0.14% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 960 | $235.8K | 0.08% | +83+9.5% | Added |
| AtlasMark Financial, Inc | 962 | $236.0K | 0.22% | +12+1.3% | Added |
| Next Level Wealth Planning, LLC | 962 | $236.1K | 0.18% | −40−4.0% | Reduced |
| Kropog Financial Group, LLC | 964 | $236.5K | 0.22% | +4+0.4% | Added |
| Ground Swell Capital, LLC | 965 | $236.7K | 0.54% | +965 | New |
| West Coast Financial LLC | 967 | $237.2K | 0.03% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 972 | $238.4K | 0.02% | +1+0.1% | Added |
| SFM, LLC | 972 | $238.4K | 0.18% | +972 | New |
| Planning Alternatives Ltd | 976 | $239.4K | 0.04% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 975 | $240.1K | 0.20% | −388−28.5% | Reduced |
| ACT Advisors, LLC. | 981 | $240.7K | 0.13% | −44−4.3% | Reduced |
| Sims Investment Management, LLC | 983 | $241.1K | 0.11% | +983 | New |
| Boston Common Asset Management, LLC | 984 | $241.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 986 | $241.9K | 0.15% | +12+1.2% | Added |
| HRC Wealth Management, LLC | 986 | $242.0K | 0.15% | +28+2.9% | Added |
| Front Street Capital Management, Inc. | 985 | $242.0K | 0.05% | −591−37.5% | Reduced |
| Sterling Manor Financial, LLC | 990 | $242.8K | 0.17% | −326−24.8% | Reduced |
| Hoge Financial Services, LLC | 991 | $243.2K | 0.17% | +52+5.5% | Added |
| Flagship Private Wealth, LLC | 992 | $243.2K | 0.12% | +4+0.4% | Added |
| WFA Asset Management Corp | 1,216 | $243.6K | 0.13% | +152+14.3% | Added |
| Unconventional Investor, LLC | 996 | $244.3K | 0.14% | 00.0% | Unchanged |
| McGrath & Associates, Inc. | 996 | $244.3K | 0.45% | +81+8.9% | Added |
| Macroview Investment Management LLC | 996 | $244.3K | 0.23% | +129+14.9% | Added |
| Stonebridge Capital Management Inc | 1,000 | $245.0K | 0.11% | 00.0% | Unchanged |
| Brandywine Trust Co | 1,000 | $245.3K | 0.04% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 1,000 | $245.3K | 0.16% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 1,000 | $245.3K | 0.14% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,000 | $245.4K | 0.03% | +10+1.0% | Added |
| Richmond Investment Services, LLC | 1,001 | $245.5K | 0.13% | −49−4.7% | Reduced |
| Kiker Wealth Management, LLC | 1,003 | $246.0K | 0.17% | +1,003 | New |
| V-Square Quantitative Management LLC | 1,005 | $246.5K | 0.04% | +32+3.3% | Added |
| SWP Financial LLC | 1,007 | $247.0K | 0.15% | −52−4.9% | Reduced |
| Concentrum Wealth Management | 1,007 | $247.0K | 0.09% | +67+7.1% | Added |
| Wade Financial Advisory, Inc | 1,010 | $247.8K | 0.08% | −34−3.3% | Reduced |
| Pinney & Scofield, Inc. | 1,010 | $247.8K | 0.18% | +200+24.7% | Added |
| Financial Guidance Group, Inc. | 1,011 | $248.0K | 0.13% | +117+13.1% | Added |
| MAS Advisors LLC | 1,012 | $248.2K | 0.38% | +1+0.1% | Added |
| Kure Advisory, LLC | 1,015 | $249.0K | 0.19% | +1,015 | New |
| Lifestyle Asset Management, Inc. | 1,017 | $249.5K | 0.14% | −66−6.1% | Reduced |
| Davidson Kahn Capital Management, LLC | 1,017 | $249.5K | 0.19% | +175+20.8% | Added |
| Pacific Sage Partners, LLC | 1,019 | $250.0K | 0.06% | −22−2.1% | Reduced |
| Aspiring Ventures, LLC | 1,005 | $250.7K | 0.14% | −159−13.7% | Reduced |
| FFG Partners, LLC | 1,026 | $251.8K | 0.10% | +1,026 | New |
| Annandale Capital, LLC | 1,026 | $252.0K | 0.05% | −49−4.6% | Reduced |
| Jackson Wealth Management, LLC | 1,026 | $252.0K | 0.03% | +43+4.4% | Added |
| Ironsides Asset Advisors, LLC | 1,031 | $253.0K | 0.07% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 1,040 | $255.1K | 0.21% | −59−5.4% | Reduced |
| Longview Financial Advisors LLC | 1,040 | $255.1K | 0.17% | −50−4.6% | Reduced |
| Brueske Advisory Services, LLC | 1,040 | $255.1K | 0.24% | −3−0.3% | Reduced |
| Raffa Wealth Management, LLC | 1,040 | $255.2K | 0.06% | −69−6.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 1,042 | $255.6K | 0.05% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,050 | $258.0K | 0.04% | −462−30.6% | Reduced |
| Comprehensive Financial Management LLC | 1,053 | $258.3K | 0.01% | 00.0% | Unchanged |