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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Shilanski & Associates, Inc. | 1,582 | $388.1K | 0.12% | −9−0.6% | Reduced |
| Future You Wealth LLC | 1,587 | $389.2K | 0.25% | −28−1.7% | Reduced |
| Edmp, Inc. | 1,589 | $389.8K | 0.33% | −56−3.4% | Reduced |
| Alliance Wealth Advisors, LLC | 1,589 | $389.8K | 0.10% | −28−1.7% | Reduced |
| New Perspectives, Inc | 1,593 | $390.7K | 0.21% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 1,593 | $390.8K | 0.02% | +465+41.2% | Added |
| Wealth Quarterback LLC | 1,594 | $391.1K | 0.22% | −31−1.9% | Reduced |
| CWC Advisors, LLC. | 1,599 | $392.2K | 0.22% | +1,599 | New |
| Private Capital Advisors, Inc. | 1,600 | $392.5K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,605 | $393.8K | 0.07% | −6−0.4% | Reduced |
| Petix & Botte Co | 1,616 | $396.4K | 0.10% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,625 | $398.7K | 0.06% | −100−5.8% | Reduced |
| Solano Wealth Investment Advisors LLC | 1,625 | $398.8K | 0.25% | −1−0.1% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 1,626 | $398.8K | 0.33% | +138+9.3% | Added |
| Adamsbrown Wealth Consultants LLC | 1,627 | $399.0K | 0.13% | +198+13.9% | Added |
| Pinnacle Wealth Management, LLC | 1,629 | $399.6K | 0.45% | −8,359−83.7% | Reduced |
| CogentBlue Wealth Advisors, LLC | 1,633 | $400.6K | 0.35% | +594+57.2% | Added |
| True Link Financial Advisors, LLC | 1,634 | $400.8K | 0.03% | +386+30.9% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,636 | $401.3K | 0.28% | +152+10.2% | Added |
| American Institute for Advanced Investment Management, LLP | 1,638 | $401.8K | 0.31% | +300+22.4% | Added |
| Tanglewood Legacy Advisors, LLC | 1,644 | $403.3K | 0.18% | −13−0.8% | Reduced |
| McGowan Group Asset Management, Inc. | 1,647 | $403.9K | 0.05% | +18+1.1% | Added |
| Genesee Capital Advisors, LLC | 1,648 | $404.2K | 0.20% | +6+0.4% | Added |
| Emergent Wealth Advisors, LLC | 1,654 | $405.6K | 0.29% | −373−18.4% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,655 | $405.9K | 0.10% | +587+55.0% | Added |
| CapitalatWork S.A. | – | $406.0K | 0.01% | – | – |
| Elm3 Financial Group, LLC | 1,655 | $406.0K | 0.36% | −20−1.2% | Reduced |
| Dodds Wealth, LLC | 1,658 | $406.7K | 0.13% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,658 | $406.7K | 0.12% | −56−3.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,659 | $407.0K | 0.14% | −96−5.5% | Reduced |
| Lipe & Dalton | 1,665 | $409.0K | 0.23% | −135−7.5% | Reduced |
| Independent Family Office, LLC | 1,680 | $412.1K | 0.22% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 1,689 | $414.3K | 0.33% | 00.0% | Unchanged |
| Allie Family Office LLC | 1,691 | $414.8K | 0.23% | −3,850−69.5% | Reduced |
| IMZ Advisory Inc | 1,693 | $415.2K | 0.19% | −90−5.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,698 | $416.5K | 0.16% | −256−13.1% | Reduced |
| Echo Wealth Management, LLC | 1,700 | $417.0K | 0.28% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 1,704 | $418.0K | 0.14% | +199+13.2% | Added |
| Worth Asset Management, LLC | 1,704 | $418.0K | 0.23% | −65−3.7% | Reduced |
| Nova R Wealth, Inc. | 1,705 | $418.3K | 0.21% | +249+17.1% | Added |
| Defender Capital, LLC. | 1,709 | $419.1K | 0.17% | −140−7.6% | Reduced |
| KWMG, LLC | 1,711 | $419.7K | 0.04% | +17+1.0% | Added |
| Graham Capital Wealth Management, LLC | 1,713 | $420.2K | 0.45% | +38+2.3% | Added |
| Toth Financial Advisory Corp | 1,715 | $420.6K | 0.05% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 1,716 | $420.9K | 0.23% | +1+0.1% | Added |
| Von Berge Wealth Management Group, LLC | 1,721 | $421.1K | 0.27% | +6+0.3% | Added |
| Delta Wealth Advisors LLC | 1,719 | $421.7K | 0.38% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,720 | $421.8K | 0.33% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,727 | $423.6K | 0.34% | 00.0% | Unchanged |
| Binnacle Investments Inc | 1,727 | $423.6K | 0.31% | +1,727 | New |
| Asset Management Group, Inc. | 1,728 | $423.8K | 0.08% | +8+0.5% | Added |
| Level Financial Advisors, Inc. | 1,728 | $423.9K | 0.14% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,731 | $424.6K | 0.16% | +102+6.3% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,732 | $424.9K | 0.13% | +273+18.7% | Added |
| Sageworth Trust Co | 1,733 | $425.1K | 0.03% | +6+0.3% | Added |
| Heritage Wealth Management, Inc. | 1,734 | $425.4K | 0.36% | +18+1.0% | Added |
| Everstar Asset Management, LLC | 1,735 | $425.6K | 0.28% | +753+76.7% | Added |
| Brogan Financial, Inc. | 1,736 | $425.8K | 0.21% | +397+29.6% | Added |
| Bennett Associates Wealth Management | 1,736 | $425.8K | 0.35% | −124−6.7% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,736 | $425.8K | 0.28% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,739 | $426.6K | 0.08% | +36+2.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,744 | $428.0K | 0.19% | −99−5.4% | Reduced |
| Equita Financial Network, Inc. | 1,745 | $428.0K | 0.15% | +587+50.7% | Added |
| Power Wealth Management LLC | 1,746 | $428.3K | 0.17% | −374−17.6% | Reduced |
| Wealth Preservation Advisors, LLC | 1,752 | $429.8K | 0.31% | +1,752 | New |
| Sanchez Wealth Management Group | 1,755 | $430.4K | 0.12% | +1+0.1% | Added |
| Potentia Wealth | 1,758 | $431.2K | 0.20% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,760 | $431.8K | 0.28% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,764 | $432.7K | 0.27% | +4+0.2% | Added |
| Walker Financial Services, Inc. | 1,771 | $434.5K | 0.23% | −34−1.9% | Reduced |
| Lanham O'Dell & Company, Inc. | 1,771 | $434.5K | 0.25% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,772 | $434.7K | 0.14% | +23+1.3% | Added |
| Peterson Wealth Advisors, LLC | 2,027 | $434.7K | 0.08% | +136+7.2% | Added |
| Foresight Capital Management Advisors, Inc. | 1,773 | $434.9K | 0.27% | +1,773 | New |
| IronBridge Private Wealth, LLC | 1,774 | $435.1K | 0.17% | −20−1.1% | Reduced |
| International Private Wealth Advisors LLC | 1,781 | $436.8K | 0.42% | +231+14.9% | Added |
| American Financial Advisors, LLC | 1,782 | $437.2K | 0.06% | −52−2.8% | Reduced |
| Sharp Financial Services, LLC | 1,782 | $437.2K | 0.33% | +252+16.5% | Added |
| BIP Alliance, LLC | 1,783 | $437.4K | 0.18% | −6−0.3% | Reduced |
| Momentous Wealth Management, Inc. | 1,784 | $437.6K | 0.31% | +591+49.5% | Added |
| CFC Planning Co LLC | 1,789 | $439.0K | 0.48% | 00.0% | Unchanged |
| Triumph Capital Management | 1,793 | $439.8K | 0.15% | +42+2.4% | Added |
| WT Wealth Management | 1,794 | $440.0K | 0.14% | −5−0.3% | Reduced |
| Curtis Advisory Group, LLC | 1,800 | $441.5K | 0.13% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,807 | $443.0K | 0.15% | +560+44.9% | Added |
| Chickasaw Capital Management LLC | 1,811 | $444.0K | 0.02% | −15−0.8% | Reduced |
| Castleview Partners, LLC | 1,815 | $445.2K | 0.30% | −2,597−58.9% | Reduced |
| Lincoln Capital Corp | 1,815 | $445.3K | 0.19% | +200+12.4% | Added |
| Foguth Wealth Management, LLC. | 1,816 | $445.4K | 0.11% | −43−2.3% | Reduced |
| Amica Retiree Medical Trust | 1,822 | $447.0K | 0.68% | −435−19.3% | Reduced |
| National Wealth Management Group, LLC | 1,824 | $447.4K | 0.29% | +1,824 | New |
| Israel Discount Bank of New York | 1,824 | $447.4K | 0.34% | −711−28.0% | Reduced |
| Stewardship Advisors, LLC | 1,831 | $449.1K | 0.12% | +13+0.7% | Added |
| Brighton Securities Corp. | 1,833 | $449.5K | 0.22% | −177−8.8% | Reduced |
| Schiavi & Co LLC | 1,833 | $449.6K | 0.16% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,839 | $451.1K | 0.27% | +312+20.4% | Added |
| Park Square Financial Group, LLC | 1,843 | $452.1K | 0.36% | −181−8.9% | Reduced |
| Panoramic Capital Partners, LLC | 2,085 | $452.2K | 0.47% | −562−21.2% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,844 | $452.4K | 0.44% | +971+111.2% | Added |
| Laidlaw Wealth Management LLC | 1,846 | $452.8K | 1.35% | −1,047−36.2% | Reduced |