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 |
|---|---|---|---|---|---|
| RPS Advisory Solutions LLC | 2,058 | $504.8K | 0.36% | −29−1.4% | Reduced |
| jvl associates llc | 2,058 | $504.8K | 0.20% | −276−11.8% | Reduced |
| Kaizen Financial Strategies | 2,061 | $505.5K | 0.29% | +7+0.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,062 | $505.8K | 0.02% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 2,062 | $505.8K | 0.19% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 2,406 | $505.9K | 0.22% | +31+1.3% | Added |
| Cornerstone Select Advisors, LLC | 2,063 | $506.1K | 0.48% | +35+1.7% | Added |
| Centennial Wealth Advisory LLC | 2,063 | $506.4K | 0.18% | +158+8.3% | Added |
| Catalyst Private Wealth, LLC | 2,066 | $506.8K | 0.25% | +11+0.5% | Added |
| Dale Q Rice Investment Management Ltd | 2,068 | $507.3K | 0.26% | −8−0.4% | Reduced |
| Ruedi Wealth Management, Inc. | 2,069 | $507.4K | 0.16% | +10.0% | Added |
| Global Assets Advisory, LLC | 2,193 | $507.9K | 0.10% | −1,084−33.1% | Reduced |
| Intelligence Driven Advisers, LLC | 2,075 | $508.9K | 0.10% | −821−28.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,080 | $510.2K | 0.35% | +6+0.3% | Added |
| Garner Asset Management Corp | 2,080 | $510.3K | 0.22% | −118−5.4% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,084 | $511.3K | 0.37% | −412−16.5% | Reduced |
| Verus Financial Partners, Inc. | 2,200 | $512.8K | 0.06% | +291+15.2% | Added |
| Arcadia Investment Management Corp | 2,095 | $513.9K | 0.09% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 2,098 | $514.6K | 0.15% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,106 | $516.6K | 0.01% | +655+45.1% | Added |
| Sierra Ocean, LLC | 2,106 | $516.8K | 0.41% | +233+12.4% | Added |
| Capitol Family Office, Inc. | 2,108 | $517.1K | 0.73% | +2,108 | New |
| Capital Counsel LLC | 2,109 | $517.3K | 0.02% | +549+35.2% | Added |
| NovaPoint Capital, LLC | 2,110 | $517.5K | 0.16% | −112−5.0% | Reduced |
| Broderick Brian C | 2,110 | $517.6K | 0.11% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 2,387 | $517.7K | 0.37% | −9−0.4% | Reduced |
| Shira Ridge Wealth Management | 2,112 | $518.0K | 0.26% | +69+3.4% | Added |
| Kelly Financial Services LLC | 2,112 | $518.0K | 0.18% | +169+8.7% | Added |
| Tassel Capital Management, Inc. | 2,114 | $518.6K | 0.45% | −671−24.1% | Reduced |
| Hickory Asset Management, Inc. | 2,122 | $520.5K | 0.46% | −26−1.2% | Reduced |
| Tandem Wealth Advisors LLC | 2,123 | $520.8K | 0.27% | +84+4.1% | Added |
| Forum Private Client Group LLC | 2,125 | $521.3K | 0.23% | −10−0.5% | Reduced |
| Intrepid Capital Management Inc | 2,125 | $521.3K | 0.25% | +797+60.0% | Added |
| Integrated Quantitative Investments LLC | 2,130 | $522.5K | 0.26% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,136 | $524.0K | 0.39% | −205−8.8% | Reduced |
| Clarkston Capital Partners, LLC | 2,138 | $524.4K | 0.01% | +365+20.6% | Added |
| Sterling Financial Planning, Inc. | 2,139 | $524.7K | 0.19% | +71+3.4% | Added |
| Nalls Sherbakoff Group, LLC | 2,141 | $525.2K | 0.43% | +2,141 | New |
| Rik Saylor Financial, Inc. | 2,146 | $526.3K | 0.46% | +6+0.3% | Added |
| Matauro, LLC | 2,148 | $526.8K | 0.11% | +287+15.4% | Added |
| Greenfield Seitz Capital Management, LLC | 2,150 | $527.4K | 0.20% | −81−3.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,153 | $528.2K | 0.51% | +134+6.6% | Added |
| Waterford Advisors, LLC | 2,157 | $529.1K | 0.22% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 2,162 | $530.3K | 0.32% | +200+10.2% | Added |
| Lokken Investment Group LLC | 2,165 | $531.0K | 0.22% | +438+25.4% | Added |
| Genesis Private Wealth, LLC | 2,165 | $531.1K | 0.28% | −48−2.2% | Reduced |
| SFG Wealth Management, LLC. | 2,165 | $531.1K | 0.26% | −510−19.1% | Reduced |
| Tableaux LLC | 2,167 | $531.6K | 0.38% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 2,169 | $532.1K | 0.53% | +7+0.3% | Added |
| Builder Investment Group Inc | 2,170 | $532.3K | 0.15% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 2,171 | $532.5K | 0.12% | −82−3.6% | Reduced |
| SJS Investment Consulting Inc. | 2,172 | $532.8K | 0.09% | +8+0.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 2,174 | $533.2K | 1.04% | +572+35.7% | Added |
| FSA Wealth Management LLC | 2,176 | $533.7K | 0.23% | +130+6.4% | Added |
| Blackston Financial Advisory Group, LLC | 2,179 | $534.4K | 0.36% | −2,105−49.1% | Reduced |
| McNamara Financial Services, Inc. | 2,181 | $535.0K | 0.12% | +2,181 | New |
| S&T Bank | 2,182 | $535.2K | 0.17% | −154−6.6% | Reduced |
| Sepio Capital, LP | 2,182 | $535.3K | 0.04% | +10.0% | Added |
| M1 Capital Management LLC | 2,184 | $535.7K | 0.34% | −33−1.5% | Reduced |
| Keating Investment Counselors Inc | 2,185 | $536.0K | 0.16% | −1,315−37.6% | Reduced |
| Luken Investment Analytics, LLC | 2,185 | $536.0K | 0.25% | +53+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,192 | $537.7K | 0.04% | −4,271−66.1% | Reduced |
| C M Bidwell & Associates Ltd | 2,192 | $537.7K | 0.32% | −23−1.0% | Reduced |
| May Barnhard Investments LLC | 2,196 | $538.9K | 0.27% | +439+25.0% | Added |
| Cultivar Capital, Inc. | 2,200 | $539.7K | 0.43% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 2,200 | $539.7K | 0.66% | +2,200 | New |
| Schaper Benz & Wise Investment Counsel Inc | 2,203 | $540.3K | 0.04% | −262−10.6% | Reduced |
| Southern Capital Advisors, LLC | 2,203 | $540.5K | 0.30% | +107+5.1% | Added |
| Coyle Financial Counsel LLC | 2,204 | $540.7K | 0.17% | +30+1.4% | Added |
| Fiduciary Wealth Partners, LLC | 2,209 | $541.8K | 0.47% | +2,209 | New |
| Signature Wealth Management Group | 2,213 | $542.9K | 0.21% | −86−3.7% | Reduced |
| Legacy Financial Group, Inc. | 2,214 | $543.1K | 0.17% | +10.0% | Added |
| Marotta Asset Management | 2,579 | $543.8K | 0.11% | +274+11.9% | Added |
| Axis Wealth Partners, LLC | 2,231 | $547.3K | 0.40% | +3+0.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,231 | $547.3K | 0.23% | +40+1.8% | Added |
| Financial Enhancement Group LLC | 2,323 | $547.3K | 0.09% | +26+1.1% | Added |
| Gimbal Financial | 2,233 | $547.8K | 0.49% | +11+0.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,352 | $548.2K | 0.25% | −8−0.3% | Reduced |
| Graham Capital Management, L.P. | 2,238 | $549.0K | 0.02% | +2,238 | New |
| Granite FO LLC | 2,238 | $549.0K | 0.31% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,239 | $549.2K | 0.36% | −2,865−56.1% | Reduced |
| Sensible Money, LLC | 2,239 | $549.2K | 0.24% | +19+0.9% | Added |
| Options Solutions, LLC | 2,241 | $549.7K | 0.26% | +241+12.0% | Added |
| Oceanside Advisors LLC | 2,245 | $550.7K | 0.40% | +75+3.5% | Added |
| Axiom Financial Strategies, LLC | 2,247 | $551.2K | 0.33% | +45+2.0% | Added |
| Guidance Capital, Inc | 2,188 | $552.5K | 0.17% | −482−18.1% | Reduced |
| Tuttle Tactical Management | 2,258 | $553.9K | 2.43% | +262+13.1% | Added |
| Endeavor Private Wealth, Inc. | 2,258 | $553.9K | 0.30% | +1,982+718.1% | Added |
| Strategic Financial Concepts, LLC | 2,350 | $554.0K | 0.10% | +64+2.8% | Added |
| Vertex Planning Partners, LLC | 2,269 | $556.6K | 0.12% | −57−2.5% | Reduced |
| BCS Wealth Management | 2,273 | $557.0K | 0.14% | −895−28.3% | Reduced |
| Mascoma Wealth Management LLC | 2,273 | $557.6K | 0.14% | −7−0.3% | Reduced |
| OLIO Financial Planning | 2,274 | $557.8K | 0.19% | 00.0% | Unchanged |
| Drum Hill Capital, LLC | 2,276 | $558.3K | 0.65% | +14+0.6% | Added |
| Strategic Advocates LLC | 2,277 | $558.5K | 0.19% | −353−13.4% | Reduced |
| Selective Wealth Management, Inc. | 2,366 | $558.8K | 0.24% | +17+0.7% | Added |
| Reston Wealth Management LLC | 2,287 | $560.9K | 0.23% | −146−6.0% | Reduced |
| Blackstone Group Inc. | 2,289 | $561.5K | 0.00% | +2,289 | New |
| Rakuten Securities, Inc. | 2,292 | $562.2K | 0.28% | +647+39.3% | Added |
| Sprinkle Financial Consultants LLC | 2,293 | $562.6K | 0.36% | +201+9.6% | Added |