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
- +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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Towerpoint Wealth, LLC | 1,379 | $338.3K | 0.17% | −102−6.9% | Reduced |
| Frederick Financial Consultants, LLC | 1,379 | $338.4K | 0.24% | +259+23.1% | Added |
| Oregon Pacific Wealth Management, LLC | 1,380 | $338.5K | 0.34% | +121+9.6% | Added |
| Sicart Associates LLC | 1,385 | $339.7K | 0.12% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 1,385 | $339.7K | 0.22% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,388 | $340.6K | 0.21% | +1,388 | New |
| Able Wealth Management LLC | 1,390 | $341.0K | 0.20% | +2+0.1% | Added |
| Chelsea Counsel Co | 1,392 | $341.5K | 0.19% | 00.0% | Unchanged |
| Acas, LLC | 1,385 | $342.0K | 0.26% | +105+8.2% | Added |
| Cascade Wealth Advisors, Inc | 1,468 | $342.2K | 0.24% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 1,398 | $342.9K | 0.24% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,398 | $342.9K | 0.31% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 1,403 | $344.2K | 0.24% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 1,407 | $345.0K | 0.10% | −14−1.0% | Reduced |
| Lavaca Capital LLC | 1,407 | $345.1K | 0.16% | −190−11.9% | Reduced |
| Pinnacle Financial Group, LLC | 1,410 | $346.0K | 0.13% | +14+1.0% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,412 | $346.3K | 0.25% | +21+1.5% | Added |
| Lakeside Advisors, INC. | 1,414 | $346.9K | 0.23% | −45−3.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,414 | $347.0K | 0.12% | −66−4.5% | Reduced |
| Clark Financial Services Group Inc | 1,415 | $347.1K | 0.24% | +192+15.7% | Added |
| J Hagan Capital, Inc. | 1,449 | $347.2K | 0.28% | +1,449 | New |
| Knightsbridge Asset Management, LLC | 1,416 | $347.3K | 0.09% | +1,416 | New |
| Clarus Wealth Advisors | 1,485 | $348.1K | 0.19% | +498+50.5% | Added |
| Heritage Wealth Management, Inc./Texas | 1,423 | $349.1K | 0.20% | +1+0.1% | Added |
| Horizon Investment Services, LLC | 1,426 | $349.9K | 0.17% | −25−1.7% | Reduced |
| Trevian Wealth Management LLC | 1,428 | $350.0K | 0.25% | −83−5.5% | Reduced |
| New England Professional Planning Group Inc. | 1,427 | $350.0K | 0.17% | −104−6.8% | Reduced |
| Cypress Financial Planning LLC | 1,427 | $350.0K | 0.13% | +6+0.4% | Added |
| Hobbs Wealth Management, LLC | 1,428 | $350.3K | 0.39% | +6+0.4% | Added |
| Eagle Capital Management LLC | 1,429 | $350.5K | 0.00% | +320+28.9% | Added |
| Covestor Ltd | 1,429 | $351.0K | 0.23% | −60−4.0% | Reduced |
| WorthPointe, LLC | 1,435 | $352.0K | 0.16% | −111−7.2% | Reduced |
| Penobscot Wealth Management | 1,438 | $352.8K | 0.15% | +16+1.1% | Added |
| Saxony Capital Management, LLC | 1,438 | $352.8K | 0.31% | +254+21.5% | Added |
| Tobias Financial Advisors, Inc. | 1,442 | $353.7K | 0.07% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 1,442 | $353.7K | 0.08% | +32+2.3% | Added |
| Gibson Capital, LLC | 1,446 | $354.7K | 0.07% | +84+6.2% | Added |
| DDD Partners, LLC | 1,451 | $355.9K | 0.04% | +35+2.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,453 | $356.4K | 0.17% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 1,453 | $356.4K | 0.24% | +264+22.2% | Added |
| Lighthouse Financial LLC | 1,457 | $357.4K | 0.31% | +8+0.6% | Added |
| Uptown Financial Advisors LLC | 1,458 | $357.6K | 0.37% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,458 | $357.6K | 0.30% | +11+0.8% | Added |
| Cathy Pareto & Associates, Inc | 1,458 | $357.7K | 0.32% | −8−0.5% | Reduced |
| Freestate Advisors LLC | 1,458 | $357.7K | 0.35% | +1+0.1% | Added |
| Howard Bailey Securities, LLC | 1,459 | $357.9K | 0.12% | −5,115−77.8% | Reduced |
| Redwood Financial Network Corp | 1,461 | $358.4K | 0.27% | +25+1.7% | Added |
| Everest Management Corp. | 1,464 | $359.1K | 0.33% | +97+7.1% | Added |
| Wise Wealth Partners | 1,465 | $359.3K | 0.86% | +7+0.5% | Added |
| BlueStem Wealth Partners, LLC | 1,468 | $360.0K | 0.05% | +31+2.2% | Added |
| Meeder Asset Management Inc | 1,472 | $361.1K | 0.02% | +757+105.9% | Added |
| Jag Capital Management, LLC | 1,474 | $361.6K | 0.05% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 1,478 | $362.6K | 0.73% | +1,478 | New |
| Cambridge Financial Group, LLC | 1,484 | $364.1K | 0.15% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 1,486 | $364.6K | 0.37% | −3−0.2% | Reduced |
| Prepared Retirement Institute LLC | 1,495 | $366.6K | 0.23% | −409−21.5% | Reduced |
| Seed Wealth Management, Inc. | 1,496 | $366.9K | 0.30% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 1,498 | $367.5K | 0.18% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 1,498 | $367.5K | 0.25% | +104+7.5% | Added |
| Colrain Capital LLC | 1,500 | $367.9K | 0.31% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,500 | $367.9K | 0.23% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 1,500 | $367.9K | 0.26% | 00.0% | Unchanged |
| Hendley & Co Inc | 1,500 | $368.0K | 0.13% | +1,500 | New |
| Matthew Goff Investment Advisor, LLC | 1,503 | $368.7K | 0.07% | −137−8.4% | Reduced |
| RS Crum Inc. | 1,503 | $368.7K | 0.10% | −3−0.2% | Reduced |
| Clientfirst Wealth Management, LLC | 1,504 | $368.9K | 0.42% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,507 | $369.6K | 0.31% | +14+0.9% | Added |
| Sage Financial Management Group, Inc. | 1,507 | $370.0K | 0.13% | 00.0% | Unchanged |
| Barings LLC | 1,511 | $370.6K | 0.01% | −318−17.4% | Reduced |
| Index Fund Advisors, Inc. | 1,511 | $370.7K | 0.02% | −1,368−47.5% | Reduced |
| Hobbs Group Advisors, LLC | 1,512 | $370.8K | 0.14% | −6−0.4% | Reduced |
| David R. Rahn & Associates Inc. | 1,516 | $371.9K | 0.11% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 1,518 | $372.0K | 0.03% | −136−8.2% | Reduced |
| Yeomans Consulting Group, Inc. | 1,518 | $372.4K | 0.14% | +52+3.5% | Added |
| Ascension Capital Advisors, Inc. | 1,520 | $372.9K | 0.17% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 1,528 | $374.8K | 0.03% | −43−2.7% | Reduced |
| VELA Investment Management, LLC | 1,537 | $377.0K | 0.13% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,539 | $377.5K | 0.44% | −4,751−75.5% | Reduced |
| West Chester Capital Advisors, Inc | 1,540 | $377.8K | 0.22% | −519−25.2% | Reduced |
| MontVue Capital Management, Inc. | 1,541 | $378.0K | 0.30% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,542 | $378.3K | 0.06% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 1,429 | $378.5K | 0.23% | +387+37.1% | Added |
| Betterment LLC | 1,545 | $379.0K | 0.00% | −286−15.6% | Reduced |
| Acorns Advisers, LLC | 1,547 | $379.0K | 0.00% | +100+6.9% | Added |
| Sterling Financial Group, Inc. | 1,547 | $379.5K | 0.14% | −112−6.8% | Reduced |
| Ridgepath Capital Management LLC | 1,547 | $379.5K | 0.18% | +6+0.4% | Added |
| Bourne Lent Asset Management Inc | 1,550 | $380.2K | 0.16% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 1,550 | $380.2K | 0.30% | +17+1.1% | Added |
| Freedom Day Solutions, LLC | 1,556 | $381.5K | 0.12% | −510−24.7% | Reduced |
| Planning Directions Inc | 1,560 | $382.8K | 0.16% | +1,560 | New |
| RAM Investment Partners, LLC | 1,561 | $382.8K | 0.09% | +94+6.4% | Added |
| Kendall Capital Management | 1,561 | $382.9K | 0.11% | 00.0% | Unchanged |
| Fulcrum Equity Management | 1,565 | $383.9K | 0.42% | −13−0.8% | Reduced |
| Independent Wealth Network Inc. | 1,565 | $384.0K | 0.15% | −168−9.7% | Reduced |
| GK Wealth Management LLC | 1,568 | $384.6K | 0.48% | −106−6.3% | Reduced |
| Gitterman Wealth Management, LLC | 1,568 | $384.6K | 0.10% | +11+0.7% | Added |
| Prudent Investors Network | 1,572 | $385.6K | 0.11% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,574 | $386.1K | 0.37% | −20−1.3% | Reduced |
| Elite Life Management LLC | 1,576 | $386.5K | 1.21% | +38+2.5% | Added |
| Cura Wealth Advisors, LLC | 1,580 | $387.6K | 0.16% | +506+47.1% | Added |