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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 78,721 | $19.3M | 3.14% | −2,219−2.7% | Reduced |
| James Investment Research Inc | 77,909 | $19.1M | 2.43% | −376−0.5% | Reduced |
| Sienna Gestion | 79,744 | $19.0M | 1.56% | −4,747−5.6% | Reduced |
| Pictet North America Advisors SA | 77,421 | $19.0M | 1.90% | +3,286+4.4% | Added |
| Baxter Bros Inc | 77,370 | $19.0M | 2.50% | −1,037−1.3% | Reduced |
| Teamwork Financial Advisors, LLC | 77,339 | $19.0M | 2.61% | +10,229+15.2% | Added |
| Wealthspire Advisors, LLC | 77,328 | $19.0M | 0.11% | −1,180−1.5% | Reduced |
| Quadrant Capital Group LLC | 77,208 | $18.9M | 0.70% | +29,638+62.3% | Added |
| Tufton Capital Management | 76,645 | $18.8M | 3.62% | −3,385−4.2% | Reduced |
| First Financial Bank - Trust Division | 76,276 | $18.7M | 1.81% | −8,283−9.8% | Reduced |
| Cabot Wealth Management Inc | 76,186 | $18.7M | 2.38% | −16,511−17.8% | Reduced |
| Signaturefd, LLC | 76,117 | $18.7M | 0.35% | +168+0.2% | Added |
| Advisors Asset Management, Inc. | 75,979 | $18.6M | 0.35% | −1,559−2.0% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 75,877 | $18.6M | 1.29% | +3,356+4.6% | Added |
| FourThought Financial Partners, LLC | 75,787 | $18.6M | 1.95% | −2,196−2.8% | Reduced |
| Principal Securities, Inc. | 77,523 | $18.6M | 0.42% | +330+0.4% | Added |
| North Star Asset Management Inc | 75,718 | $18.6M | 0.85% | +473+0.6% | Added |
| Diversified Trust Co | 75,631 | $18.6M | 0.46% | +1,000+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 76,989 | $18.5M | 0.18% | −1,670−2.1% | Reduced |
| Community Bank, N.A. | 74,825 | $18.4M | 2.46% | −996−1.3% | Reduced |
| SlateStone Wealth, LLC | 74,717 | $18.3M | 1.84% | +1,685+2.3% | Added |
| Buckingham Strategic Partners | 74,569 | $18.3M | 0.28% | +8,360+12.6% | Added |
| GLOBALT Investments LLC | 74,530 | $18.3M | 0.75% | −212−0.3% | Reduced |
| CCM Investment Advisers LLC | 74,431 | $18.3M | 2.24% | −10,824−12.7% | Reduced |
| Ascent Group, LLC | 74,425 | $18.3M | 0.78% | +11,537+18.3% | Added |
| Tompkins Financial Corp | 74,424 | $18.3M | 1.75% | −2,148−2.8% | Reduced |
| BTC Capital Management, Inc. | 74,342 | $18.2M | 1.67% | +1,068+1.5% | Added |
| Burns J W & Co Inc | 74,248 | $18.2M | 2.36% | −374−0.5% | Reduced |
| Osher Van de Voorde Investment Management | 73,963 | $18.1M | 4.10% | −15,300−17.1% | Reduced |
| Holocene Advisors, LP | 73,884 | $18.1M | 0.05% | +22,318+43.3% | Added |
| Sowell Financial Services LLC | 73,663 | $18.1M | 0.82% | +1,332+1.8% | Added |
| JB Capital LLC | 73,577 | $18.0M | 0.99% | +486+0.7% | Added |
| Circle Wealth Management, LLC | 73,445 | $18.0M | 0.42% | −1,130−1.5% | Reduced |
| Journey Advisory Group, LLC | 73,227 | $18.0M | 1.47% | +2,050+2.9% | Added |
| German American Bancorp, Inc. | 73,152 | $17.9M | 1.93% | −14,904−16.9% | Reduced |
| Hollencrest Capital Management | 72,767 | $17.8M | 0.78% | +1,241+1.7% | Added |
| Cohen Klingenstein LLC | 72,700 | $17.8M | 0.65% | 00.0% | Unchanged |
| Sigma Planning Corp | 72,632 | $17.8M | 0.57% | +1,674+2.4% | Added |
| Red Door Wealth Management, LLC | 72,225 | $17.7M | 2.62% | +2,555+3.7% | Added |
| BDF-Gestion | 72,211 | $17.7M | 1.94% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 72,167 | $17.7M | 2.62% | −2,933−3.9% | Reduced |
| Beach Investment Counsel Inc | 72,055 | $17.7M | 2.60% | −10,336−12.5% | Reduced |
| Everence Capital Management Inc | 71,665 | $17.6M | 1.20% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 71,299 | $17.5M | 1.88% | +49+0.1% | Added |
| Woodstock Corp | 70,798 | $17.4M | 1.72% | +591+0.8% | Added |
| Caisse des Depots Et Consignations | 70,586 | $17.3M | 0.83% | −2,167−3.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 70,459 | $17.3M | 0.86% | −830−1.2% | Reduced |
| Allied Investment Advisors, LLC | 70,153 | $17.2M | 3.26% | +643+0.9% | Added |
| Connors Investor Services Inc | 70,159 | $17.2M | 1.71% | −1,564−2.2% | Reduced |
| Hilltop Holdings Inc. | 69,967 | $17.2M | 1.08% | −15,654−18.3% | Reduced |
| Meeder Advisory Services, Inc. | 69,921 | $17.2M | 1.03% | +2,855+4.3% | Added |
| United Asset Strategies, Inc. | 69,848 | $17.1M | 1.59% | −11,003−13.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 69,570 | $17.1M | 2.04% | −2,938−4.1% | Reduced |
| 1st Source Bank | 69,558 | $17.1M | 1.01% | −1,636−2.3% | Reduced |
| Heritage Trust Co | 69,334 | $17.0M | 2.06% | −3,547−4.9% | Reduced |
| Wellington Shields Capital Management, LLC | 69,241 | $17.0M | 3.08% | +2,278+3.4% | Added |
| Caldwell Trust Co | 69,194 | $17.0M | 1.82% | −2,334−3.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 80,099 | $16.9M | 1.55% | 00.0% | Unchanged |
| Cypress Capital Group | 68,721 | $16.9M | 2.21% | −683−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 68,546 | $16.8M | 1.21% | −1,173−1.7% | Reduced |
| PFG Investments, LLC | 68,541 | $16.8M | 1.08% | −1,446−2.1% | Reduced |
| Venturi Wealth Management, LLC | 68,332 | $16.8M | 0.87% | +50,398+281.0% | Added |
| Phoenix Holdings Ltd. | 67,854 | $16.7M | 0.26% | −20,783−23.4% | Reduced |
| Iowa State Bank | 67,783 | $16.6M | 3.53% | −5,094−7.0% | Reduced |
| Steel Peak Wealth Management LLC | 67,628 | $16.6M | 0.71% | +13,832+25.7% | Added |
| Copeland Capital Management, LLC | 67,462 | $16.5M | 0.33% | −1,347−2.0% | Reduced |
| Granite Investment Partners, LLC | 67,370 | $16.5M | 0.84% | +23,175+52.4% | Added |
| DSG Capital Advisors, LLC | 67,218 | $16.5M | 3.33% | +380+0.6% | Added |
| Legacy Private Trust Co. | 67,182 | $16.5M | 1.13% | −5,024−7.0% | Reduced |
| Barbara Oil Co. | 67,000 | $16.4M | 6.67% | −500−0.7% | Reduced |
| Sterling Capital Management LLC | 66,983 | $16.4M | 0.25% | −6,274−8.6% | Reduced |
| Sagespring Wealth Partners, LLC | 66,911 | $16.4M | 0.41% | +4,968+8.0% | Added |
| AMG National Trust Bank | 66,803 | $16.4M | 0.46% | +13,911+26.3% | Added |
| Greenwood Gearhart Inc | 66,672 | $16.4M | 1.13% | −1,426−2.1% | Reduced |
| JCIC Asset Management Inc. | 66,465 | $16.3M | 6.81% | −481−0.7% | Reduced |
| Mitchell Capital Management Co | 66,446 | $16.3M | 3.11% | +323+0.5% | Added |
| Haverford Financial Services, Inc. | 66,254 | $16.3M | 5.01% | −825−1.2% | Reduced |
| Essex Financial Services, Inc. | 66,238 | $16.2M | 1.17% | −1,950−2.9% | Reduced |
| Intellus Advisors LLC | 66,237 | $16.2M | 2.84% | −764−1.1% | Reduced |
| Winslow Asset Management Inc | 66,177 | $16.2M | 3.58% | −3,570−5.1% | Reduced |
| First American Trust, FSB | 66,169 | $16.2M | 1.49% | −4,258−6.0% | Reduced |
| River Wealth Advisors LLC | 66,074 | $16.2M | 2.25% | +284+0.4% | Added |
| BKD Wealth Advisors, LLC | 65,974 | $16.2M | 0.39% | +3,145+5.0% | Added |
| Strategy Asset Managers LLC | 65,921 | $16.2M | 3.33% | −4,392−6.2% | Reduced |
| Naples Global Advisors, LLC | 65,884 | $16.2M | 1.54% | −791−1.2% | Reduced |
| Close Asset Management Ltd | 65,715 | $16.1M | 0.46% | +7,599+13.1% | Added |
| Telos Capital Management, Inc. | 65,287 | $16.0M | 1.74% | +457+0.7% | Added |
| Banque Pictet & Cie SA | 65,219 | $16.0M | 0.17% | −3,579−5.2% | Reduced |
| United Services Automobile Association | 65,584 | $15.9M | 0.49% | −200,503−75.4% | Reduced |
| Princeton Global Asset Management LLC | 64,793 | $15.9M | 3.16% | +382+0.6% | Added |
| Integrated Advisors Network LLC | 64,788 | $15.9M | 0.80% | −13,743−17.5% | Reduced |
| Bank of Nova Scotia Trust Co | 64,771 | $15.9M | 1.70% | −2,062−3.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 64,397 | $15.8M | 3.03% | −4,123−6.0% | Reduced |
| Griffin Asset Management, Inc. | 64,113 | $15.7M | 1.93% | −525−0.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 64,100 | $15.7M | 5.24% | +127+0.2% | Added |
| Eagle Rock Investment Company, LLC | 63,907 | $15.7M | 2.69% | −4,109−6.0% | Reduced |
| One Capital Management, LLC | 63,802 | $15.7M | 0.53% | +127+0.2% | Added |
| IHT Wealth Management, LLC | 63,769 | $15.6M | 0.49% | +6,766+11.9% | Added |
| Shell Asset Management Co | 63,763 | $15.6M | 0.74% | −2,401−3.6% | Reduced |
| Westpac Banking Corp | 63,748 | $15.6M | 1.15% | −3,544−5.3% | Reduced |