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 |
|---|---|---|---|---|---|
| Hibernia Wealth Partners, LLC | 1,055 | $258.8K | 0.18% | −2,518−70.5% | Reduced |
| Traction Financial Partners, LLC | 1,057 | $259.3K | 0.20% | −809−43.4% | Reduced |
| Lesa Sroufe & Co | 1,061 | $260.0K | 0.26% | +1,061 | New |
| LPWM LLC | 1,060 | $260.0K | 0.08% | −50−4.5% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,110 | $260.1K | 0.19% | −20−1.8% | Reduced |
| Life Planning Partners, Inc | 1,062 | $260.5K | 0.24% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,063 | $260.9K | 0.21% | +135+14.5% | Added |
| Parkside Advisors LLC | 1,064 | $261.0K | 0.06% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,065 | $261.0K | 0.13% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,065 | $261.2K | 0.10% | −13−1.2% | Reduced |
| Templeton & Phillips Capital Management, LLC | 1,065 | $261.2K | 0.19% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1,068 | $261.9K | 0.14% | −37−3.3% | Reduced |
| Epiq Partners, LLC | 1,068 | $262.0K | 0.14% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 1,068 | $262.0K | 0.14% | +5+0.5% | Added |
| Reliant Investment Management, LLC | 1,068 | $262.0K | 0.14% | +157+17.2% | Added |
| Newton One Investments LLC | 1,070 | $262.4K | 0.09% | +5+0.5% | Added |
| Capstone Capital Wealth Advisors | 1,073 | $263.2K | 0.21% | −125−10.4% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,073 | $263.2K | 0.12% | +1,073 | New |
| Capstone Wealth Management Group, LLC | 1,075 | $263.6K | 0.15% | +3+0.3% | Added |
| Kelman-Lazarov, Inc. | 1,075 | $263.8K | 0.05% | +57+5.6% | Added |
| Tradewinds Capital Management, LLC | 1,077 | $264.2K | 0.07% | 00.0% | Unchanged |
| Veridan Wealth LLC | 1,078 | $264.4K | 0.12% | +13+1.2% | Added |
| Family Investment Center, Inc. | 1,079 | $264.7K | 0.06% | −1,208−52.8% | Reduced |
| Tfo-TDC, LLC | 1,080 | $264.9K | 0.05% | +1,080 | New |
| Bellwether Advisors, LLC | 1,083 | $265.7K | 0.06% | −40−3.6% | Reduced |
| McClarren Financial Advisors, Inc. | 1,154 | $266.0K | 0.18% | +69+6.4% | Added |
| Sebold Capital Management, Inc. | 1,084 | $266.0K | 0.17% | −205−15.9% | Reduced |
| Curran Financial Partners, LLC | 1,084 | $266.0K | 0.07% | +1,084 | New |
| Austin Asset Management Co Inc | 1,085 | $266.2K | 0.06% | +215+24.7% | Added |
| Novus Advisors, LLC | 1,086 | $266.3K | 0.27% | −17−1.5% | Reduced |
| Landing Point Financial Group, LLC | 1,088 | $266.8K | 0.20% | −42−3.7% | Reduced |
| Dash Acquisitions Inc. | 1,015 | $267.0K | 0.06% | −32−3.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 1,100 | $267.0K | 0.05% | +59+5.7% | Added |
| Parkshore Wealth Management, Inc. | 1,091 | $267.6K | 0.16% | −48−4.2% | Reduced |
| Stack Financial Management, Inc | 1,091 | $267.7K | 0.02% | +93+9.3% | Added |
| Capital Market Strategies LLC | 1,093 | $268.1K | 0.18% | −1,127−50.8% | Reduced |
| Advisory Resource Group | 1,093 | $268.1K | 0.05% | −119−9.8% | Reduced |
| MA Private Wealth | 1,093 | $268.1K | 0.05% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 1,100 | $269.2K | 0.06% | −30−2.7% | Reduced |
| East Coast Asset Management, LLC. | 1,100 | $269.8K | 0.10% | +44+4.2% | Added |
| TPG Financial Advisors, LLC | 1,101 | $270.1K | 0.12% | −48−4.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,104 | $270.8K | 0.05% | +133+13.7% | Added |
| Warner Financial, Inc | 1,106 | $271.0K | 0.12% | +1,106 | New |
| Nautilus Advisors LLC | 1,105 | $271.2K | 0.22% | −20−1.8% | Reduced |
| Signal Tree Financial Partners LLC | 1,106 | $271.3K | 0.27% | +80+7.8% | Added |
| Saudi Central Bank | 1,108 | $271.8K | 1.44% | +1,108 | New |
| Parkwoods Wealth Partners, LLC | 1,110 | $272.3K | 0.18% | 00.0% | Unchanged |
| Jim Saulnier & Associates, LLC | 1,112 | $272.7K | 0.21% | +2+0.2% | Added |
| Warburton Capital Management, LLC | 1,115 | $273.0K | 0.20% | +1,115 | New |
| Prairiewood Capital, LLC | 1,113 | $273.1K | 0.11% | −94−7.8% | Reduced |
| Stonehearth Capital Management, LLC | 1,114 | $273.3K | 0.11% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 1,114 | $273.3K | 0.11% | −299−21.2% | Reduced |
| Auxier Asset Management | 1,115 | $273.5K | 0.04% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,115 | $273.5K | 0.01% | −22−1.9% | Reduced |
| Halter Ferguson Financial Inc. | 1,118 | $274.2K | 0.15% | −202−15.3% | Reduced |
| VanderPol Investments L.L.C. | 1,121 | $275.0K | 0.58% | +10+0.9% | Added |
| Act Wealth Management, LLC | 1,126 | $276.2K | 0.12% | −58−4.9% | Reduced |
| JDH Wealth Management, LLC | 1,129 | $276.9K | 0.24% | 00.0% | Unchanged |
| Quartz Partners, LLC | 1,130 | $277.2K | 0.17% | +196+21.0% | Added |
| Caerus Investment Advisors, LLC | 1,133 | $277.9K | 0.27% | 00.0% | Unchanged |
| Human Investing LLC | 1,136 | $278.7K | 0.05% | +91+8.7% | Added |
| Opes Wealth Management LLC | 1,140 | $279.7K | 0.06% | +84+8.0% | Added |
| Websterrogers Financial Advisors, LLC | 1,147 | $281.5K | 0.10% | 00.0% | Unchanged |
| Fidato Wealth LLC | 1,149 | $281.9K | 0.22% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,149 | $281.9K | 0.07% | +112+10.8% | Added |
| Paragon Capital Management LLC | 1,150 | $282.1K | 0.16% | −324−22.0% | Reduced |
| Sherbrooke Park Advisers LLC | 1,151 | $282.3K | 0.13% | +1,151 | New |
| MTM Financial Group, LLC | 1,157 | $283.8K | 0.17% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,160 | $284.5K | 0.25% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,160 | $284.5K | 0.34% | +1,160 | New |
| ZynergyRetirementPlanningLLC | 1,189 | $285.0K | 0.20% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 1,163 | $285.2K | 0.14% | −38−3.2% | Reduced |
| Satovsky Asset Management LLC | 1,146 | $285.5K | 0.06% | +10+0.9% | Added |
| Significant Wealth Partners LLC | 1,164 | $285.5K | 0.15% | +2+0.2% | Added |
| Asset Allocation Strategies LLC | 1,165 | $285.7K | 0.07% | −56−4.6% | Reduced |
| OMNI 360 Wealth, Inc. | 1,166 | $286.1K | 0.19% | −45−3.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,167 | $286.3K | 0.14% | +1+0.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,168 | $286.6K | 0.19% | +146+14.3% | Added |
| ShoreHaven Wealth Partners, LLC | 1,169 | $287.0K | 0.14% | +73+6.7% | Added |
| Clear Point Advisors Inc. | 1,171 | $287.3K | 0.26% | −53−4.3% | Reduced |
| AIFG Consultants Ltd. | 1,173 | $287.7K | 0.47% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,173 | $287.7K | 0.13% | +269+29.8% | Added |
| Ballew Advisors, Inc | 1,219 | $287.8K | 0.19% | +15+1.2% | Added |
| Arista Wealth Management, LLC | 1,175 | $288.2K | 0.07% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,175 | $288.2K | 0.04% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 1,175 | $288.3K | 0.11% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,175 | $288.3K | 0.05% | +1+0.1% | Added |
| Leslie Global Wealth, LLC | 1,178 | $289.0K | 0.14% | +27+2.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,180 | $289.5K | 0.14% | −61−4.9% | Reduced |
| O'Brien Wealth Partners LLC | 1,181 | $289.8K | 0.05% | +280+31.1% | Added |
| Cannon Wealth Management Services, LLC | 1,163 | $289.9K | 0.26% | +4+0.3% | Added |
| Conrad Siegel Investment Advisors, Inc. | 1,184 | $290.6K | 0.07% | +53+4.7% | Added |
| Hilltop Wealth Advisors, LLC | 1,186 | $291.0K | 0.16% | +133+12.6% | Added |
| Rainey & Randall Investment Management Inc. | 1,190 | $292.0K | 0.06% | +1,190 | New |
| Tilson Financial Group, Inc. | 1,190 | $292.0K | 0.12% | −97−7.5% | Reduced |
| Capstone Wealth Management, LLC | 1,191 | $292.2K | 0.29% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 1,193 | $292.6K | 0.08% | −10−0.8% | Reduced |
| Quad-Cities Investment Group, LLC | 1,196 | $293.3K | 0.14% | −19−1.6% | Reduced |
| Wrenne Financial Planning LLC | 1,197 | $293.6K | 0.16% | −37−3.0% | Reduced |
| Aspect Partners, LLC | 1,202 | $294.9K | 0.17% | −7−0.6% | Reduced |