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 |
|---|---|---|---|---|---|
| Wisconsin Wealth Advisors, LLC | 1,850 | $453.8K | 0.65% | +37+2.0% | Added |
| Kagan Cocozza Asset Management | 1,854 | $454.8K | 0.37% | −212−10.3% | Reduced |
| Scarborough Advisors, LLC | 1,856 | $455.3K | 0.06% | +544+41.5% | Added |
| Denver Wealth Management, Inc. | 1,858 | $455.7K | 0.21% | +5+0.3% | Added |
| Ade, LLC | 1,859 | $456.0K | 0.26% | −10−0.5% | Reduced |
| Atwater Malick LLC | 1,861 | $456.5K | 0.15% | 00.0% | Unchanged |
| Foundation Wealth Management, LLC | 1,861 | $456.6K | 0.22% | +225+13.8% | Added |
| DHJJ Financial Advisors, Ltd. | 1,863 | $457.1K | 0.18% | −48−2.5% | Reduced |
| Fourth Dimension Wealth, LLC | 1,865 | $457.5K | 0.22% | −100−5.1% | Reduced |
| Wealthspan Partners, LLC | 1,868 | $458.1K | 0.21% | −3−0.2% | Reduced |
| Adams Wealth Management | 1,869 | $458.4K | 0.09% | 00.0% | Unchanged |
| CacheTech Inc. | 1,869 | $458.4K | 0.09% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,869 | $458.4K | 0.08% | −25−1.3% | Reduced |
| Alpha DNA Investment Management LLC | 1,872 | $459.2K | 9.92% | −18,976−91.0% | Reduced |
| Axim Planning & Wealth | 1,872 | $459.2K | 0.41% | −76−3.9% | Reduced |
| Prospect Financial Services LLC | 1,873 | $459.5K | 0.25% | +3+0.2% | Added |
| Sharkey, Howes & Javer | 1,875 | $459.9K | 0.07% | −175−8.5% | Reduced |
| Roth Financial Partners LLC | 1,877 | $460.4K | 0.18% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 1,879 | $460.8K | 0.28% | −11−0.6% | Reduced |
| HFR Wealth Management, LLC | 1,880 | $461.2K | 0.11% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,881 | $461.4K | 0.36% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,881 | $461.5K | 0.06% | −7−0.4% | Reduced |
| LeConte Wealth Management, LLC | 1,883 | $461.9K | 0.29% | +1,883 | New |
| Echo45 Advisors LLC | 1,886 | $462.6K | 0.31% | −93−4.7% | Reduced |
| Financial Advisors Network, Inc. | 1,887 | $462.9K | 0.08% | −59−3.0% | Reduced |
| Duncan Williams Asset Management, LLC | 1,887 | $462.9K | 0.17% | 00.0% | Unchanged |
| CVFG LLC | 1,895 | $464.9K | 0.42% | −49−2.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,899 | $465.7K | 0.26% | −6−0.3% | Reduced |
| Friday Financial | 1,895 | $465.8K | 0.28% | +1,005+112.9% | Added |
| Vishria Bird Financial Group, LLC | 1,903 | $466.8K | 0.16% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,913 | $469.3K | 0.01% | +424+28.5% | Added |
| Awm Capital, LLC | 1,913 | $469.3K | 0.05% | +616+47.5% | Added |
| Banque de Luxembourg S.A. | 1,915 | $469.8K | 0.27% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,918 | $470.5K | 0.15% | +89+4.9% | Added |
| Lewis Asset Management, LLC | 1,921 | $471.2K | 0.39% | −27−1.4% | Reduced |
| Rice Hall James & Associates, LLC | 1,926 | $472.4K | 0.03% | +44+2.3% | Added |
| Oxinas Partners Wealth Management LLC | 1,927 | $472.7K | 0.28% | +520+37.0% | Added |
| Retirement Planning Group, LLC | 1,927 | $472.8K | 0.48% | +847+78.4% | Added |
| Cadent Capital Advisors, LLC | 1,931 | $473.6K | 0.18% | +5+0.3% | Added |
| LifeWealth Investments, LLC | 1,931 | $473.7K | 0.10% | +209+12.1% | Added |
| Pennsylvania Capital Management Inc | 1,933 | $474.1K | 0.17% | −5−0.3% | Reduced |
| Rebalance, LLC | 1,940 | $475.9K | 0.04% | +413+27.0% | Added |
| Nottingham Advisors, Inc. | 1,941 | $476.1K | 0.07% | −1,144−37.1% | Reduced |
| Berkshire Money Management, Inc. | 1,941 | $476.2K | 0.05% | −25−1.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,944 | $476.9K | 0.04% | −109−5.3% | Reduced |
| Horizon Family Wealth, Inc. | 1,944 | $476.9K | 0.32% | −33−1.7% | Reduced |
| Wealth Advisors Northwest LLC | 1,948 | $477.9K | 0.30% | −77−3.8% | Reduced |
| Exeter Financial, LLC | 1,949 | $478.1K | 0.21% | −50−2.5% | Reduced |
| Clean Yield Group | 1,954 | $479.3K | 0.16% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,959 | $480.5K | 0.33% | −5−0.3% | Reduced |
| White Lighthouse Investment Management Inc. | 1,960 | $480.7K | 0.09% | +138+7.6% | Added |
| Kearns & Associates LLC | 1,960 | $480.8K | 0.31% | 00.0% | Unchanged |
| Keeler & Nadler Financial Planning & Wealth Management | 1,982 | $481.3K | 0.22% | +1+0.1% | Added |
| Ascent Capital Management, LLC | 1,962 | $481.3K | 0.48% | +12+0.6% | Added |
| Gill Capital Partners, LLC | 1,962 | $481.4K | 0.17% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,963 | $481.5K | 0.25% | +288+17.2% | Added |
| Joel Adams & Associates, Inc. | 1,965 | $482.0K | 0.43% | 00.0% | Unchanged |
| NDVR, Inc. | 1,965 | $482.0K | 0.49% | −117−5.6% | Reduced |
| Lakewood Asset Management LLC | 1,966 | $482.2K | 0.33% | −1,152−36.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,967 | $482.5K | 0.30% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 1,974 | $484.2K | 1.66% | +1,200+155.0% | Added |
| Oxbow Advisors, LLC | 1,978 | $485.2K | 0.05% | −27−1.3% | Reduced |
| Triune Financial Partners, LLC | 1,985 | $486.9K | 0.15% | +293+17.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,988 | $487.5K | 0.25% | +10+0.5% | Added |
| Putney Financial Group LLC | 1,993 | $488.9K | 0.51% | 00.0% | Unchanged |
| Somerville Kurt F | 1,995 | $489.4K | 0.09% | 00.0% | Unchanged |
| Compass Financial Group, INC | 1,995 | $489.4K | 0.09% | +119+6.3% | Added |
| Smith & Howard Wealth Management, LLC | 1,998 | $490.0K | 0.13% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 2,000 | $490.6K | 0.02% | 00.0% | Unchanged |
| Gruss & Co., LLC | 2,000 | $490.6K | 2.14% | +1,000+100.0% | Added |
| Corient IA LLC | 2,000 | $490.6K | 0.35% | +2,000 | New |
| Burton Enright Welch | 2,000 | $490.7K | 0.10% | −13−0.6% | Reduced |
| Birch Financial Group, LLC | 2,001 | $490.7K | 0.44% | +58+3.0% | Added |
| Foundation Wealth Management, LLC | 2,002 | $491.1K | 0.38% | 00.0% | Unchanged |
| Bensler, LLC | 2,004 | $491.5K | 0.06% | −103−4.9% | Reduced |
| Kinloch Capital, LLC | 2,007 | $492.3K | 0.24% | +55+2.8% | Added |
| Insight Wealth Partners, LLC | 2,008 | $492.5K | 0.30% | −97−4.6% | Reduced |
| Cowa, LLC | 2,008 | $492.6K | 0.21% | −453−18.4% | Reduced |
| CGC Financial Services, LLC | 2,010 | $493.0K | 0.19% | −400−16.6% | Reduced |
| West Wealth Group, LLC | 2,026 | $493.7K | 0.15% | +158+8.5% | Added |
| Encompass Wealth Advisors, LLC | 2,015 | $494.2K | 0.20% | +2+0.1% | Added |
| Syverson Strege & Co | 2,015 | $494.4K | 0.16% | +59+3.0% | Added |
| Nebula Research & Development LLC | 2,020 | $495.5K | 0.05% | +2,020 | New |
| Alterna Wealth Management, Inc | 2,022 | $496.0K | 0.38% | −117−5.5% | Reduced |
| Sage Capital Advisors,llc | 2,026 | $496.9K | 0.13% | +86+4.4% | Added |
| Capital Planning LLC | 2,026 | $497.0K | 0.14% | −331−14.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,027 | $497.2K | 0.18% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,030 | $497.8K | 0.27% | +30+1.5% | Added |
| J2 Capital Management Inc | 2,031 | $498.2K | 0.46% | −1,158−36.3% | Reduced |
| Tower Wealth Partners, Inc. | 2,034 | $498.9K | 0.27% | −46−2.2% | Reduced |
| Optivise Advisory Services LLC | 2,038 | $499.8K | 0.28% | −27−1.3% | Reduced |
| Redwood Wealth Management Group, LLC | 2,039 | $500.1K | 0.25% | +58+2.9% | Added |
| Three Bridge Wealth Advisors, LLC | 2,040 | $500.4K | 0.17% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,042 | $501.0K | 0.06% | −43−2.1% | Reduced |
| Litman Gregory Asset Management LLC | 2,045 | $501.6K | 0.04% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,047 | $502.1K | 0.08% | −15−0.7% | Reduced |
| Smith Shellnut Wilson LLC | 2,047 | $502.1K | 0.23% | +36+1.8% | Added |
| Kercheville Advisors, LLC | 2,050 | $502.9K | 0.21% | +25+1.2% | Added |
| Bestgate Wealth Advisors, LLC | 2,051 | $503.1K | 1.04% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,055 | $504.1K | 0.07% | −94−4.4% | Reduced |