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 |
|---|---|---|---|---|---|
| Kelly Financial Group LLC | 1,202 | $294.9K | 0.09% | +17+1.4% | Added |
| Paul R. Ried Financial Group, LLC | 1,211 | $297.1K | 0.21% | −28−2.3% | Reduced |
| Flower City Capital | 1,211 | $297.1K | 0.19% | 00.0% | Unchanged |
| Schubert & Co | 1,212 | $297.3K | 0.20% | +310+34.4% | Added |
| Marshall Financial Group Inc | 1,215 | $298.1K | 0.09% | 00.0% | Unchanged |
| Freedom Financial Partners LLC | 1,216 | $298.2K | 0.14% | −4−0.3% | Reduced |
| Geometric Wealth Advisors | 1,221 | $299.5K | 0.05% | +19+1.6% | Added |
| Wealth Management Nebraska | 1,221 | $299.6K | 0.05% | +342+38.9% | Added |
| Tandem Investment Advisors, Inc. | 1,222 | $300.0K | 0.01% | −1,212−49.8% | Reduced |
| USAdvisors Wealth Management, LLC | 1,227 | $301.0K | 0.11% | −74−5.7% | Reduced |
| EntryPoint Capital, LLC | 1,228 | $301.2K | 0.14% | +1,228 | New |
| Coston, McIsaac & Partners | 1,238 | $303.0K | 0.09% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 1,237 | $303.4K | 0.19% | +1,237 | New |
| Fortis Advisors, LLC | 1,238 | $303.7K | 0.20% | +157+14.5% | Added |
| Panoramic Investment Advisors, LLC | 1,242 | $304.7K | 0.21% | −1−0.1% | Reduced |
| Crane Advisory, LLC | 1,291 | $304.9K | 0.06% | 00.0% | Unchanged |
| 25 LLC | 1,244 | $305.2K | 0.13% | +150+13.7% | Added |
| FMB Wealth Management | 1,244 | $305.3K | 0.17% | +5+0.4% | Added |
| Essential Planning, LLC. | 1,246 | $305.6K | 0.12% | −83,642−98.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,249 | $306.5K | 0.18% | −33−2.6% | Reduced |
| WPWealth LLP | 1,253 | $307.3K | 0.06% | −741−37.2% | Reduced |
| Silverberg Bernstein Capital Management LLC | 1,254 | $307.6K | 0.29% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,255 | $307.9K | 0.09% | +2+0.2% | Added |
| Verity Asset Management, Inc. | 1,257 | $308.4K | 0.13% | −25−2.0% | Reduced |
| Pure Portfolios Holdings LLC | 1,261 | $309.3K | 0.11% | +305+31.9% | Added |
| Global Wealth Strategies & Associates | 1,263 | $309.8K | 0.09% | +127+11.2% | Added |
| Bellecapital International Ltd. | 1,263 | $309.8K | 0.06% | +140+12.5% | Added |
| Retireful, LLC | 1,278 | $310.4K | 0.30% | −95−6.9% | Reduced |
| Iron Horse Wealth Management, LLC | 1,266 | $310.4K | 0.10% | +101+8.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 1,266 | $310.6K | 0.08% | +216+20.6% | Added |
| Richardson Capital Management LLC | 1,266 | $310.6K | 0.19% | +1,074+559.4% | Added |
| Prentiss Smith & Co Inc | 1,269 | $311.3K | 0.20% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 1,276 | $312.2K | 0.06% | +189+17.4% | Added |
| Investment Planning Advisors, Inc. | 1,273 | $312.2K | 0.13% | −12−0.9% | Reduced |
| Verus Wealth Management, LLC | 1,275 | $312.8K | 0.34% | −119−8.5% | Reduced |
| Golden Road Advisors LLC | 1,275 | $312.8K | 0.24% | −17−1.3% | Reduced |
| Madrona Financial Services, LLC | 1,275 | $312.8K | 0.09% | −1−0.1% | Reduced |
| Avion Wealth | 1,310 | $313.0K | 0.08% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,280 | $314.0K | 0.10% | +33+2.6% | Added |
| Keener Financial Planning LLC | 1,282 | $314.0K | 0.20% | −300−19.0% | Reduced |
| Continuum Wealth Advisors, LLC | 1,282 | $314.5K | 0.16% | −253−16.5% | Reduced |
| Sage Capital Management, LLC | 1,282 | $314.5K | 0.17% | +4+0.3% | Added |
| Wick Capital Partners, LLC | 1,284 | $314.9K | 0.09% | 00.0% | Unchanged |
| Williams & Novak, LLC | 1,293 | $315.0K | 0.31% | +43+3.4% | Added |
| Dentgroup LLC | 1,284 | $315.0K | 0.24% | −16−1.2% | Reduced |
| Eaton-Cambridge Inc. | 1,286 | $315.5K | 0.14% | −8−0.6% | Reduced |
| David Wealth Management LLC | 1,287 | $315.8K | 0.26% | −8−0.6% | Reduced |
| Enzi Wealth | 1,292 | $316.1K | 0.13% | −12−0.9% | Reduced |
| Whitcomb & Hess, Inc. | 1,290 | $316.5K | 0.10% | +5+0.4% | Added |
| Acorn Financial Advisory Services Inc | 1,291 | $316.7K | 0.06% | −732−36.2% | Reduced |
| ADG Wealth Management Group, LLC | 1,293 | $317.2K | 0.30% | +172+15.3% | Added |
| Integrity Wealth Solutions LLC | 1,297 | $318.2K | 0.17% | +1+0.1% | Added |
| Live Oak Investment Partners | 1,299 | $318.6K | 0.25% | – | – |
| LFA - Lugano Financial Advisors SA | 1,300 | $318.9K | 0.22% | −190−12.8% | Reduced |
| Park Circle Co | 1,300 | $318.9K | 0.28% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 1,305 | $320.2K | 0.20% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,308 | $320.2K | 0.12% | −59−4.3% | Reduced |
| Cutler Capital Management, LLC | 1,310 | $321.3K | 0.11% | +122+10.3% | Added |
| Vista Private Wealth Partners. LLC | 1,311 | $321.7K | 0.12% | +688+110.4% | Added |
| Stone House Investment Management, LLC | 1,313 | $322.2K | 0.07% | +330+33.6% | Added |
| Western Pacific Wealth Management, LP | 1,316 | $322.8K | 0.29% | 00.0% | Unchanged |
| Perissos Private Wealth Management, LLC | 1,320 | $323.7K | 0.30% | 00.0% | Unchanged |
| Tumwater Wealth Management, LLC | 1,327 | $325.5K | 0.17% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 1,343 | $327.2K | 0.30% | −33−2.4% | Reduced |
| Wiser Wealth Management, Inc | 1,334 | $327.3K | 0.09% | +57+4.5% | Added |
| US Financial Advisors, LLC | 1,335 | $327.5K | 0.10% | +1,335 | New |
| Joseph P. Lucia & Associates, LLC | 1,338 | $328.2K | 0.15% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 1,338 | $328.3K | 0.10% | +10+0.8% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,339 | $328.5K | 0.08% | +4+0.3% | Added |
| MBB Public Markets I LLC | 1,341 | $328.9K | 0.04% | −21,790−94.2% | Reduced |
| Paragon Financial Partners, Inc. | 1,341 | $329.0K | 0.26% | −140−9.5% | Reduced |
| Greenspring Advisors, LLC | 1,342 | $329.3K | 0.08% | −117−8.0% | Reduced |
| Yoder Wealth Management, Inc. | 1,345 | $329.9K | 0.19% | −91−6.3% | Reduced |
| Harbour Investment Management LLC | 1,345 | $329.9K | 0.15% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9,539 | $329.9K | 0.20% | +8,194+609.2% | Added |
| PrairieView Partners, LLC | 1,350 | $331.0K | 0.03% | +50+3.8% | Added |
| James Reed Financial Services, Inc. | 1,351 | $331.4K | 0.37% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 1,351 | $331.5K | 0.16% | +32+2.4% | Added |
| Grantvest Financial Group LLC | 1,352 | $331.6K | 0.27% | −253−15.8% | Reduced |
| Defined Financial Planning LLC | 1,362 | $331.9K | 0.34% | +166+13.9% | Added |
| Wealthcare Capital Management LLC | 1,353 | $331.9K | 0.03% | +252+22.9% | Added |
| FOCUS Wealth Advisors, LLC | 1,355 | $332.4K | 0.18% | +69+5.4% | Added |
| Hanover Advisors Inc | 1,355 | $332.4K | 0.14% | +147+12.2% | Added |
| Black Point Wealth Management | 1,356 | $332.6K | 1.92% | −744−35.4% | Reduced |
| WBI Investments | 1,358 | $333.0K | 0.09% | +1,358 | New |
| Arcus Capital Partners, LLC | 1,358 | $333.1K | 0.13% | −213−13.6% | Reduced |
| EWG Elevate Inc. | 1,358 | $333.1K | 0.13% | −42−3.0% | Reduced |
| Thrive Capital Management, LLC | 1,360 | $333.5K | 0.20% | +1,360 | New |
| IMG Wealth Management, Inc. | 1,363 | $334.3K | 0.30% | +9+0.7% | Added |
| Oak Ridge Investments LLC | 1,365 | $334.8K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,366 | $335.1K | 0.02% | +115+9.2% | Added |
| Red Lighthouse Investment Management, LLC | 1,674 | $335.3K | 0.14% | +1+0.1% | Added |
| Cumberland Advisors Inc | 1,367 | $335.3K | 0.15% | +17+1.3% | Added |
| Vantage Point Financial LLC | 1,367 | $335.3K | 0.17% | +295+27.5% | Added |
| Entruity Wealth, LLC | 1,370 | $336.1K | 0.32% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,370 | $336.1K | 0.12% | +93+7.3% | Added |
| Custos Family Office, LLC | 1,372 | $336.6K | 0.12% | +234+20.6% | Added |
| Plotkin Financial Advisors, LLC | 1,375 | $337.3K | 0.21% | +10+0.7% | Added |
| Avondale Wealth Management | 1,375 | $337.3K | 0.21% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 1,376 | $337.6K | 0.44% | +85+6.6% | Added |