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 |
|---|---|---|---|---|---|
| Farmers National Bank | 63,693 | $15.6M | 4.41% | −1,556−2.4% | Reduced |
| VestGen Advisors, LLC | 63,659 | $15.6M | 0.71% | +63,659 | New |
| Moneta Group Investment Advisors LLC | 63,578 | $15.6M | 0.22% | +1,228+2.0% | Added |
| Means Investment Co., Inc. | 63,306 | $15.5M | 1.65% | −17,914−22.1% | Reduced |
| Ethic Inc. | 63,515 | $15.5M | 0.31% | +8,166+14.8% | Added |
| Camden National Bank | 62,731 | $15.4M | 2.29% | −2,727−4.2% | Reduced |
| Atomi Financial Group, Inc. | 62,665 | $15.4M | 0.70% | +874+1.4% | Added |
| Fagan Associates, Inc. | 62,654 | $15.4M | 2.56% | −1,529−2.4% | Reduced |
| Roundview Capital LLC | 62,476 | $15.3M | 1.11% | +66+0.1% | Added |
| Sara-Bay Financial | 63,079 | $15.3M | 6.76% | +315+0.5% | Added |
| Spinnaker Trust | 62,438 | $15.3M | 1.00% | −6,165−9.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 62,344 | $15.3M | 1.25% | −296−0.5% | Reduced |
| Simmons Bank | 62,205 | $15.3M | 1.15% | −1,038−1.6% | Reduced |
| Torray LLC | 62,097 | $15.2M | 2.27% | −16,996−21.5% | Reduced |
| Covea Finance | 61,700 | $15.1M | 0.69% | +61,700 | New |
| NatWest Group plc | 61,643 | $15.1M | 4.46% | −14,681−19.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 61,529 | $15.1M | 0.39% | +34,686+129.2% | Added |
| Burling Wealth Partners, LLC | 61,450 | $15.1M | 3.17% | +888+1.5% | Added |
| Carmel Capital Management L.L.C. | 61,372 | $15.1M | 6.11% | −75−0.1% | Reduced |
| WealthBridge Investment Counsel Inc. | 61,131 | $15.0M | 5.46% | −455−0.7% | Reduced |
| SFE Investment Counsel | 61,077 | $15.0M | 2.99% | −4,356−6.7% | Reduced |
| Buckley Wealth Management, LLC | 61,021 | $15.0M | 4.66% | −2,166−3.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 61,000 | $15.0M | 1.92% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 60,947 | $15.0M | 0.50% | +2,954+5.1% | Added |
| Mirabella Financial Services LLP | 60,799 | $14.9M | 0.61% | +33,907+126.1% | Added |
| Cardinal Point Capital Management, ULC | 60,888 | $14.9M | 1.37% | +60,888 | New |
| Brevan Howard Capital Management LP | 60,800 | $14.9M | 0.42% | +60,800 | New |
| Vantage Investment Partners, LLC | 60,715 | $14.9M | 1.25% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 60,566 | $14.9M | 1.59% | −735−1.2% | Reduced |
| Cornerstone Wealth Group, LLC | 60,359 | $14.8M | 1.23% | −1,833−2.9% | Reduced |
| David Loasby | 65,070 | $14.8M | 1.47% | −237−0.4% | Reduced |
| Equitable Trust Co | 60,205 | $14.8M | 0.82% | +312+0.5% | Added |
| Greystone Financial Group, LLC | 60,166 | $14.8M | 2.68% | +859+1.4% | Added |
| Schnieders Capital Management LLC | 60,165 | $14.8M | 3.15% | −2,183−3.5% | Reduced |
| Ar Asset Management Inc | 60,046 | $14.7M | 3.34% | 00.0% | Unchanged |
| Meritage Portfolio Management | 60,006 | $14.7M | 0.98% | +6,007+11.1% | Added |
| Cadinha & Co LLC | 59,682 | $14.6M | 3.15% | −64,491−51.9% | Reduced |
| Country Club Bank | 60,171 | $14.6M | 0.98% | −6,864−10.2% | Reduced |
| Willis Investment Counsel | 59,520 | $14.6M | 0.98% | −821−1.4% | Reduced |
| SCS Capital Management LLC | 59,437 | $14.6M | 0.19% | +59,437 | New |
| Twin Capital Management Inc | 59,423 | $14.6M | 1.70% | −101−0.2% | Reduced |
| First National Advisers, LLC | 59,414 | $14.6M | 2.33% | −3,737−5.9% | Reduced |
| Artemis Investment Management LLP | 59,405 | $14.6M | 0.22% | −9,386−13.6% | Reduced |
| Consolidated Planning Corp | 59,400 | $14.6M | 2.01% | +792+1.4% | Added |
| Cypress Asset Management Inc | 59,238 | $14.5M | 3.89% | −291−0.5% | Reduced |
| Traynor Capital Management, Inc. | 59,080 | $14.5M | 1.23% | +332+0.6% | Added |
| GAM Holding AG | 59,044 | $14.5M | 1.12% | −31,667−34.9% | Reduced |
| Tairen Capital Ltd | 58,995 | $14.5M | 0.96% | +58,995 | New |
| Invictus Private Wealth, LLC | 58,959 | $14.5M | 1.15% | −1,013−1.7% | Reduced |
| Nations Financial Group Inc, | 58,720 | $14.4M | 1.10% | −4,941−7.8% | Reduced |
| New Age Alpha Advisors, LLC | 58,671 | $14.4M | 0.65% | −45,789−43.8% | Reduced |
| Chicago Capital, LLC | 58,586 | $14.4M | 0.41% | +2,862+5.1% | Added |
| AlphaCore Capital LLC | 58,517 | $14.4M | 1.22% | +7,813+15.4% | Added |
| Walter Public Investments Inc. | 58,324 | $14.3M | 2.67% | +58,324 | New |
| Hills Bank & Trust Co | 58,195 | $14.3M | 1.00% | −507−0.9% | Reduced |
| Laurel Wealth Advisors LLC | 58,054 | $14.2M | 2.23% | −1,555−2.6% | Reduced |
| Stolper Co | 57,813 | $14.2M | 4.65% | −1,027−1.7% | Reduced |
| Plato Investment Management Ltd | 57,163 | $14.2M | 1.19% | −1,444−2.5% | Reduced |
| Foster & Motley Inc | 57,738 | $14.2M | 0.89% | −3,788−6.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 57,689 | $14.2M | 2.87% | −1,071−1.8% | Reduced |
| Addenda Capital Inc. | 57,688 | $14.2M | 0.52% | +194+0.3% | Added |
| Fidelis Capital Partners, LLC | 58,040 | $14.1M | 1.50% | +3,356+6.1% | Added |
| Mirador Capital Partners LP | 57,543 | $14.1M | 2.47% | +2,766+5.0% | Added |
| Dividend Assets Capital, LLC | 57,439 | $14.1M | 2.67% | −352−0.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 57,239 | $14.0M | 0.92% | −131−0.2% | Reduced |
| Rocky Mountain Advisers, LLC | 57,220 | $14.0M | 4.33% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 57,189 | $14.0M | 2.38% | −134−0.2% | Reduced |
| Independent Investors Inc | 56,934 | $14.0M | 2.96% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 56,869 | $13.9M | 1.67% | −58−0.1% | Reduced |
| Valicenti Advisory Services Inc | 56,865 | $13.9M | 3.59% | −6,515−10.3% | Reduced |
| Venator Management LLC | 56,570 | $13.9M | 4.14% | −675−1.2% | Reduced |
| Richard Bernstein Advisors LLC | 56,524 | $13.9M | 0.34% | +29,529+109.4% | Added |
| Mengis Capital Management, Inc. | 56,291 | $13.8M | 2.88% | −704−1.2% | Reduced |
| Next Level Private LLC | 56,284 | $13.8M | 5.14% | +90+0.2% | Added |
| Laffer Tengler Investments | 56,204 | $13.8M | 2.94% | −4,500−7.4% | Reduced |
| Bank of Hawaii | 56,202 | $13.8M | 0.79% | −2,171−3.7% | Reduced |
| Lynch & Associates | 56,132 | $13.8M | 2.98% | −1,142−2.0% | Reduced |
| Perennial Advisors, LLC | 56,122 | $13.8M | 2.75% | −1,047−1.8% | Reduced |
| Nwi Management LP | 56,000 | $13.7M | 1.83% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 55,967 | $13.7M | 0.82% | −2,567−4.4% | Reduced |
| Frank, Rimerman Advisors LLC | 55,859 | $13.7M | 1.09% | −484−0.9% | Reduced |
| Johnson Financial Group, Inc. | 55,768 | $13.7M | 0.67% | −2,983−5.1% | Reduced |
| Harbor Capital Advisors, Inc. | 55,722 | $13.7M | 0.62% | −4,568−7.6% | Reduced |
| Community Bank of Raymore | 55,720 | $13.7M | 11.05% | −400−0.7% | Reduced |
| Twinbeech Capital LP | 55,603 | $13.6M | 0.25% | −21,711−28.1% | Reduced |
| one8zero8, LLC | 55,559 | $13.6M | 3.22% | −2,180−3.8% | Reduced |
| Harbor Investment Advisory, LLC | 69,341 | $13.6M | 1.33% | +53+0.1% | Added |
| Radnor Capital Management, LLC | 55,534 | $13.6M | 2.28% | −2,573−4.4% | Reduced |
| Cardinal Capital Management | 55,406 | $13.6M | 2.10% | −1,144−2.0% | Reduced |
| MUFG Securities Americas Inc. | 55,207 | $13.5M | 1.57% | +8,565+18.4% | Added |
| Mirae Asset Securities (USA) Inc. | 55,140 | $13.5M | 0.58% | +4,994+10.0% | Added |
| Matthew 25 Management Corp | 55,000 | $13.5M | 4.97% | −10,750−16.3% | Reduced |
| Capital Analysts, LLC | 54,996 | $13.5M | 0.50% | −354−0.6% | Reduced |
| Capstone Financial Advisors, Inc. | 54,976 | $13.5M | 0.85% | +190.0% | Added |
| EagleClaw Capital Managment, LLC | 54,943 | $13.5M | 2.12% | −1,008−1.8% | Reduced |
| Core Alternative Capital | 54,890 | $13.5M | 3.24% | −20,676−27.4% | Reduced |
| Magnus Financial Group LLC | 54,811 | $13.4M | 1.30% | +717+1.3% | Added |
| Buffington Mohr McNeal | 54,788 | $13.4M | 2.65% | −12,380−18.4% | Reduced |
| Keystone Financial Group | 52,943 | $13.4M | 1.37% | +171+0.3% | Added |
| Pittenger & Anderson Inc | 54,590 | $13.4M | 0.49% | +741+1.4% | Added |