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; 5,157 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
- 4,680
- +77 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
- 1,874 more added
- Sold out
- 130
- 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Actiam N.V. | 812,863 | $199.4M | 3.17% | +21,099+2.7% | Added |
| D. E. Shaw & Co., Inc. | 810,125 | $198.7M | 0.24% | +115,354+16.6% | Added |
| Empower Advisory Group, LLC | 804,618 | $197.4M | 0.64% | −213,033−20.9% | Reduced |
| First Financial Bankshares Inc | 786,589 | $193.0M | 4.16% | +2,732+0.3% | Added |
| ProShare Advisors LLC | 785,077 | $192.6M | 0.43% | +18,649+2.4% | Added |
| Clark Capital Management Group, Inc. | 778,013 | $190.8M | 1.37% | +89,934+13.1% | Added |
| Qube Research & Technologies Ltd | 776,249 | $190.4M | 0.30% | +776,249 | New |
| Ferguson Wellman Capital Management, Inc | 774,578 | $190.0M | 3.69% | +9,628+1.3% | Added |
| AXA S.A. | 768,495 | $188.5M | 0.62% | +82,791+12.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 767,704 | $188.3M | 1.88% | −52,006−6.3% | Reduced |
| Candriam Luxembourg S.C.A. | 764,309 | $187.5M | 1.17% | +792+0.1% | Added |
| Jones Financial Companies LLLP | 769,996 | $187.3M | 0.17% | +168,224+28.0% | Added |
| DnB Asset Management AS | 756,894 | $185.7M | 0.86% | −251,525−24.9% | Reduced |
| RE Advisers Corp | 755,836 | $185.4M | 4.54% | −48,200−6.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 755,340 | $185.3M | 2.73% | −6,127−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 752,515 | $184.6M | 1.16% | −105,586−12.3% | Reduced |
| Calamos Advisors LLC | 751,786 | $184.4M | 0.87% | −15,108−2.0% | Reduced |
| Douglas Lane & Associates, LLC | 746,805 | $183.2M | 2.70% | −17,207−2.3% | Reduced |
| LGT Group Foundation | 746,340 | $183.1M | 2.52% | +220,539+41.9% | Added |
| Westwood Holdings Group Inc. | 740,491 | $181.6M | 1.37% | −142,358−16.1% | Reduced |
| Capital Group Private Client Services, Inc. | 739,454 | $181.4M | 1.77% | +29,852+4.2% | Added |
| Employees Retirement System of Texas | 737,500 | $180.9M | 1.64% | −28,300−3.7% | Reduced |
| James Hambro & Partners | 733,452 | $179.9M | 7.50% | +583+0.1% | Added |
| MetLife Investment Management | 726,497 | $178.2M | 0.96% | −18,585−2.5% | Reduced |
| Quilter Plc | 723,995 | $177.6M | 3.69% | −10,992−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 741,719 | $177.2M | 0.72% | +44,493+6.4% | Added |
| Susquehanna International Group, LLP | 719,537 | $176.5M | 0.29% | −611,463−45.9% | Reduced |
| Forsta Ap-Fonden | 717,600 | $176.0M | 1.33% | −22,000−3.0% | Reduced |
| Groupama Asset Managment | 722,257 | $175.4M | 3.51% | +74,016+11.4% | Added |
| Stonegate Investment Group, LLC | 712,086 | $174.7M | 4.67% | −1,990−0.3% | Reduced |
| LSV Asset Management | 710,536 | $174.3M | 0.42% | −29,332−4.0% | Reduced |
| Gateway Investment Advisers LLC | 707,934 | $173.7M | 1.99% | +5,475+0.8% | Added |
| EP Wealth Advisors, LLC | 704,605 | $172.8M | 1.38% | +19,671+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 697,771 | $170.0M | 0.29% | −87,423−11.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 692,057 | $169.8M | 1.73% | +27,282+4.1% | Added |
| Welch & Forbes LLC | 689,815 | $169.2M | 2.21% | −8,636−1.2% | Reduced |
| Loomis Sayles & Co L P | 688,880 | $169.0M | 0.24% | −351,246−33.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 688,743 | $168.9M | 4.04% | +65,664+10.5% | Added |
| Squarepoint Ops LLC | 688,168 | $168.8M | 0.41% | −883,830−56.2% | Reduced |
| GWM Advisors LLC | 673,493 | $165.2M | 0.98% | +29,835+4.6% | Added |
| Steward Partners Investment Advisory, LLC | 666,789 | $163.6M | 1.45% | +29,877+4.7% | Added |
| Kames Capital plc | 662,325 | $162.3M | 2.37% | −39,585−5.6% | Reduced |
| Sanctuary Advisors, LLC | 660,662 | $162.1M | 1.14% | −40,621−5.8% | Reduced |
| Zurich Insurance Group Ltd | 653,367 | $160.3M | 1.30% | +191,833+41.6% | Added |
| Corebridge Financial, Inc. | 646,036 | $158.5M | 0.91% | −27,738−4.1% | Reduced |
| CIBC World Markets Corp | 643,202 | $157.8M | 1.25% | −324,501−33.5% | Reduced |
| Czech National Bank | 642,222 | $157.5M | 1.44% | +31,499+5.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 641,356 | $157.3M | 1.77% | +43,961+7.4% | Added |
| Davis Selected Advisers | 639,852 | $157.0M | 0.90% | −17,871−2.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 639,433 | $156.9M | 0.93% | +40,807+6.8% | Added |
| Assetmark, Inc | 638,862 | $156.7M | 0.43% | +24,296+4.0% | Added |
| Evercore Wealth Management, LLC | 636,215 | $156.1M | 2.51% | −14,658−2.3% | Reduced |
| Federated Hermes, Inc. | 634,004 | $155.5M | 0.34% | +233,777+58.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 622,565 | $152.7M | 1.57% | +157,205+33.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 621,666 | $152.5M | 0.51% | +24,695+4.1% | Added |
| Los Angeles Capital Management LLC | 616,583 | $151.2M | 0.67% | +43,196+7.5% | Added |
| Whittier Trust Co | 613,902 | $150.6M | 2.10% | +4,406+0.7% | Added |
| Pinnacle Financial Partners Inc | 613,725 | $149.0M | 3.00% | −7,478−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 601,407 | $147.5M | 2.19% | −16,432−2.7% | Reduced |
| Virginia Retirement Systems Et Al | 599,738 | $147.1M | 1.09% | +599,738 | New |
| Davenport & Co LLC | 587,252 | $143.8M | 0.85% | −2,396−0.4% | Reduced |
| AMF Pensionsforsakring AB | 585,453 | $143.7M | 1.06% | +22,502+4.0% | Added |
| Agf Management Ltd | 583,227 | $143.1M | 0.76% | −21,250−3.5% | Reduced |
| Commerzbank Aktiengesellschaft | 581,482 | $142.6M | 3.32% | +46,194+8.6% | Added |
| O'Shaughnessy Asset Management, LLC | 580,142 | $142.3M | 1.14% | +42,667+7.9% | Added |
| Williams Jones Wealth Management, LLC. | 578,537 | $141.9M | 1.81% | +3,713+0.6% | Added |
| Thornburg Investment Management Inc | 577,895 | $141.8M | 1.98% | −71,325−11.0% | Reduced |
| Mercer Global Advisors Inc | 575,474 | $141.1M | 0.32% | +11,930+2.1% | Added |
| Jane Street Group, LLC | 569,295 | $139.6M | 0.25% | −230,596−28.8% | Reduced |
| Factory Mutual Insurance Co | 566,725 | $139.0M | 1.61% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 564,061 | $137.0M | 1.46% | +45,297+8.7% | Added |
| Capital International Inc | 557,857 | $136.8M | 1.66% | +28,853+5.5% | Added |
| Capitolis Liquid Global Markets LLC | 553,400 | $135.7M | 1.20% | +293,900+113.3% | Added |
| Mn Services Vermogensbeheer B.V. | 547,700 | $134.4M | 1.04% | −85,500−13.5% | Reduced |
| DJE Kapital AG | 560,055 | $134.0M | 3.96% | −192,241−25.6% | Reduced |
| Amalgamated Bank | 545,280 | $133.8M | 1.14% | +4,458+0.8% | Added |
| British Columbia Investment Management Corp | 538,417 | $132.1M | 0.81% | −6,413−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 535,844 | $131.4M | 0.65% | −14,457−2.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 532,446 | $130.6M | 0.66% | −317,541−37.4% | Reduced |
| Bridges Investment Management Inc | 531,888 | $130.5M | 1.88% | −8,505−1.6% | Reduced |
| IFM Investors Pty Ltd | 523,168 | $128.3M | 1.39% | −5,228−1.0% | Reduced |
| QRG Capital Management, Inc. | 522,491 | $128.2M | 1.33% | +19,925+4.0% | Added |
| CIBC Asset Management Inc | 517,857 | $127.0M | 0.42% | −2,184−0.4% | Reduced |
| ASR Vermogensbeheer N.V. | 515,437 | $126.4M | 1.87% | +515,437 | New |
| Capital Advisors Inc | 507,040 | $124.4M | 2.48% | +17,257+3.5% | Added |
| Nissay Asset Management Corp | 505,555 | $124.0M | 0.81% | −59,174−10.5% | Reduced |
| Employees Provident Fund Board | 503,741 | $123.6M | 1.40% | +3,741+0.7% | Added |
| TCW Group Inc | 503,594 | $123.5M | 1.11% | −16,792−3.2% | Reduced |
| Capital Fund Management S.A. | 496,378 | $121.8M | 1.55% | +254,368+105.1% | Added |
| Daiwa Securities Group Inc. | 493,505 | $121.1M | 0.51% | +37,050+8.1% | Added |
| Quantinno Capital Management LP | 490,421 | $120.3M | 0.78% | +157,178+47.2% | Added |
| Kestra Advisory Services, LLC | 483,827 | $118.7M | 0.58% | −41,147−7.8% | Reduced |
| Sapient Capital LLC | 476,186 | $116.8M | 2.30% | −1,908−0.4% | Reduced |
| Basswood Capital Management, L.L.C. | 469,496 | $115.2M | 6.47% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 468,468 | $114.9M | 0.36% | −8,928−1.9% | Reduced |
| Oppenheimer Asset Management Inc. | 467,513 | $114.7M | 1.42% | −129,431−21.7% | Reduced |
| Utah Retirement Systems | 465,337 | $114.1M | 1.32% | −732−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 462,701 | $113.5M | 0.30% | +77,726+20.2% | Added |
| Teachers Retirement System of the State of Kentucky | 460,170 | $112.9M | 1.02% | +2,867+0.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 457,869 | $112.3M | 0.99% | 00.0% | Unchanged |