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 |
|---|---|---|---|---|---|
| Alpine Woods Capital Investors, LLC | 54,451 | $13.4M | 3.35% | −19,546−26.4% | Reduced |
| BancorpSouth Bank | 54,410 | $13.3M | 0.95% | −1,450−2.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 54,188 | $13.3M | 2.03% | −193−0.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 54,080 | $13.3M | 2.63% | −235−0.4% | Reduced |
| Vestcor Inc | 53,992 | $13.2M | 0.45% | +981+1.9% | Added |
| Douglass Winthrop Advisors, LLC | 53,749 | $13.2M | 0.25% | +69+0.1% | Added |
| NorthRock Partners, LLC | 61,338 | $13.2M | 0.44% | +677+1.1% | Added |
| Fulton Breakefield Broenniman LLC | 53,636 | $13.2M | 0.95% | +36,387+211.0% | Added |
| Harrell Investment Partners, LLC | 53,571 | $13.1M | 3.90% | +398+0.7% | Added |
| Clough Capital Partners L P | 53,400 | $13.1M | 1.65% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 53,353 | $13.1M | 1.46% | +40,769+324.0% | Added |
| Hoertkorn Richard Charles | 53,297 | $13.1M | 6.05% | −1,560−2.8% | Reduced |
| Exane Asset Management | 49,243 | $13.0M | 7.59% | +49,243 | New |
| Waratah Capital Advisors Ltd. | 53,142 | $13.0M | 0.89% | +51,218+2,662.1% | Added |
| Hartford Financial Management Inc. | 53,030 | $13.0M | 2.69% | −754−1.4% | Reduced |
| Fundamentun, LLC | 52,872 | $13.0M | 0.69% | +7,024+15.3% | Added |
| Ascent Wealth Partners, LLC | 52,787 | $12.9M | 1.74% | +2,683+5.4% | Added |
| Exchange Traded Concepts, LLC | 52,687 | $12.9M | 0.23% | +51,478+4,257.9% | Added |
| American National Bank | 52,677 | $12.9M | 1.43% | +3,091+6.2% | Added |
| Trajan Wealth LLC | 52,528 | $12.9M | 0.70% | +3,209+6.5% | Added |
| Wealthcare Advisory Partners LLC | 52,405 | $12.9M | 0.34% | −115−0.2% | Reduced |
| Annex Advisory Services, LLC | 52,395 | $12.9M | 0.36% | −2,746−5.0% | Reduced |
| Royal Fund Management, LLC | 51,923 | $12.8M | 1.53% | −2,487−4.6% | Reduced |
| Barometer Capital Management Inc. | 52,613 | $12.8M | 4.78% | +1,708+3.4% | Added |
| Colonial Trust Co | 52,232 | $12.8M | 1.99% | −1,273−2.4% | Reduced |
| Baker Ellis Asset Management LLC | 52,112 | $12.8M | 1.84% | +242+0.5% | Added |
| KG&L Capital Management,LLC | 52,576 | $12.8M | 4.14% | +624+1.2% | Added |
| Farther Finance Advisors, LLC | 52,427 | $12.8M | 0.33% | +11,429+27.9% | Added |
| Family Capital Trust Co | 52,003 | $12.8M | 4.57% | −244−0.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 51,876 | $12.7M | 0.82% | −3,523−6.4% | Reduced |
| Live Oak Private Wealth LLC | 51,800 | $12.7M | 2.06% | −243−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 51,645 | $12.7M | 0.73% | −540−1.0% | Reduced |
| Joel Isaacson & Co., LLC | 51,603 | $12.7M | 0.57% | +2,099+4.2% | Added |
| Avantax Planning Partners, Inc. | 51,598 | $12.7M | 0.45% | −1,676−3.1% | Reduced |
| Whalerock Point Partners, LLC | 51,590 | $12.7M | 3.00% | +1,050+2.1% | Added |
| Shorepoint Capital Partners LLC | 51,308 | $12.6M | 2.85% | −3,630−6.6% | Reduced |
| Boyar Asset Management Inc. | 50,968 | $12.5M | 9.07% | −3,665−6.7% | Reduced |
| Apriem Advisors | 50,937 | $12.5M | 1.46% | −199−0.4% | Reduced |
| Brighton Jones LLC | 50,920 | $12.5M | 0.40% | +2,188+4.5% | Added |
| Peterson Wealth Services | 50,793 | $12.5M | 3.86% | +1,153+2.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 50,701 | $12.4M | 3.63% | −676−1.3% | Reduced |
| Inlet Private Wealth, LLC | 50,624 | $12.4M | 3.23% | −1,725−3.3% | Reduced |
| Sigma Investment Counselors Inc | 50,594 | $12.4M | 0.76% | −2,844−5.3% | Reduced |
| Miramar Capital, LLC | 50,460 | $12.4M | 2.94% | −1,618−3.1% | Reduced |
| Centaurus Financial, Inc. | 50,450 | $12.4M | 0.75% | +431+0.9% | Added |
| Rench Wealth Management, Inc. | 50,378 | $12.4M | 4.27% | −390−0.8% | Reduced |
| Voleon Capital Management LP | 50,109 | $12.3M | 0.96% | −24,978−33.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 50,086 | $12.3M | 2.89% | −434−0.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 49,863 | $12.2M | 1.83% | +8,843+21.6% | Added |
| BTG Pactual Asset Management US LLC | 49,791 | $12.2M | 1.59% | +31,921+178.6% | Added |
| Marietta Wealth Management, LLC | 49,506 | $12.1M | 1.78% | −265−0.5% | Reduced |
| StoneX Group Inc. | 49,377 | $12.1M | 0.66% | +2,589+5.5% | Added |
| Baldwin Investment Management, LLC | 49,336 | $12.1M | 1.45% | +2,154+4.6% | Added |
| Fulton Bank, N.A. | 49,232 | $12.1M | 0.49% | −4,082−7.7% | Reduced |
| Adalta Capital Management LLC | 49,158 | $12.1M | 6.42% | +109+0.2% | Added |
| Commonwealth Retirement Investments LLC | 49,124 | $12.1M | 4.90% | +38+0.1% | Added |
| Flagship Harbor Advisors, LLC | 48,980 | $12.0M | 0.63% | +311+0.6% | Added |
| Sage Mountain Advisors LLC | 48,980 | $12.0M | 0.89% | +369+0.8% | Added |
| Confluence Wealth Services, Inc. | 49,779 | $12.0M | 0.76% | +5,738+13.0% | Added |
| Cutler Investment Counsel LLC | 48,796 | $12.0M | 1.44% | −688−1.4% | Reduced |
| Brave Asset Management Inc | 48,663 | $11.9M | 3.75% | +80.0% | Added |
| Fulcrum Capital LLC | 48,561 | $11.9M | 2.64% | −2,109−4.2% | Reduced |
| Stokes Family Office, LLC | 48,521 | $11.9M | 1.34% | −886−1.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 48,511 | $11.9M | 1.11% | +3,411+7.6% | Added |
| YHB Investment Advisors, Inc. | 48,314 | $11.9M | 0.99% | +459+1.0% | Added |
| Wellington Shields & Co., LLC | 48,224 | $11.8M | 3.70% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 48,114 | $11.8M | 1.38% | +966+2.0% | Added |
| Intact Investment Management Inc. | 48,000 | $11.8M | 0.40% | −400−0.8% | Reduced |
| Pioneer Trust Bank N A | 47,826 | $11.7M | 3.09% | −1,079−2.2% | Reduced |
| HWG Holdings LP | 47,740 | $11.7M | 5.22% | +19,373+68.3% | Added |
| PDS Planning, Inc | 47,659 | $11.7M | 0.99% | +1,095+2.4% | Added |
| Mitchell Sinkler & Starr | 47,609 | $11.7M | 3.27% | −2,163−4.3% | Reduced |
| Embree Financial Group | 47,525 | $11.7M | 1.95% | +1,430+3.1% | Added |
| Thompson Investment Management, Inc. | 47,393 | $11.6M | 1.74% | −2,360−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 47,291 | $11.6M | 0.15% | +2,643+5.9% | Added |
| Van Hulzen Asset Management, LLC | 47,059 | $11.5M | 1.05% | −693−1.5% | Reduced |
| SevenBridge Financial Group, LLC | 44,362 | $11.5M | 2.27% | −3,000−6.3% | Reduced |
| Coastal Bridge Advisors, LLC | 46,984 | $11.5M | 1.65% | +36,888+365.4% | Added |
| Boston Family Office LLC | 46,937 | $11.5M | 0.82% | −479−1.0% | Reduced |
| Financial Partners Group, LLC | 46,925 | $11.5M | 5.00% | −1,125−2.3% | Reduced |
| Apexium Financial, LP | 46,792 | $11.5M | 0.68% | +22,438+92.1% | Added |
| Kinsale Capital Group, Inc. | 46,761 | $11.5M | 2.82% | +3,029+6.9% | Added |
| McGinn Investment Management, Inc. | 46,712 | $11.5M | 7.50% | −612−1.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 46,682 | $11.5M | 0.05% | +4,726+11.3% | Added |
| Community Financial Services Group, LLC | 46,584 | $11.4M | 2.48% | −759−1.6% | Reduced |
| Smithbridge Asset Management Inc | 46,549 | $11.4M | 2.12% | +46,549 | New |
| Chemung Canal Trust Co | 46,530 | $11.4M | 2.51% | −4,036−8.0% | Reduced |
| Cincinnati Casualty Co | 46,500 | $11.4M | 6.54% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $11.4M | 3.43% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 46,431 | $11.4M | 5.28% | −3,148−6.3% | Reduced |
| Prosperity Consulting Group, LLC | 46,175 | $11.3M | 0.88% | +486+1.1% | Added |
| Stokes Capital Advisors, LLC | 46,089 | $11.3M | 2.87% | +398+0.9% | Added |
| Schulhoff & Co Inc | 45,975 | $11.3M | 4.99% | −181−0.4% | Reduced |
| Mystic Asset Management, Inc. | 45,954 | $11.3M | 2.97% | +2,309+5.3% | Added |
| Ballast Advisors LLC | 45,873 | $11.3M | 3.59% | −2,892−5.9% | Reduced |
| Plimoth Trust Co LLC | 45,798 | $11.2M | 2.93% | −1,430−3.0% | Reduced |
| IFP Advisors, Inc | 45,720 | $11.2M | 0.35% | +1,577+3.6% | Added |
| Bard Financial Services, Inc. | 45,685 | $11.2M | 1.37% | −2,045−4.3% | Reduced |
| Pettee Investors, Inc. | 45,596 | $11.2M | 6.66% | −15,941−25.9% | Reduced |
| Westover Capital Advisors, LLC | 45,544 | $11.2M | 2.48% | −680−1.5% | Reduced |