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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 452,090 | $110.9M | 0.84% | −180.0% | Reduced |
| Pathstone Holdings, LLC | 452,118 | $110.7M | 0.48% | +7,077+1.6% | Added |
| Wilkinson Global Asset Management LLC | 448,529 | $110.0M | 6.88% | −6,879−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 448,505 | $110.0M | 0.80% | +21,195+5.0% | Added |
| Advisors Capital Management, LLC | 444,671 | $109.1M | 1.69% | +2,647+0.6% | Added |
| Staley Capital Advisers Inc | 443,379 | $108.8M | 4.92% | −22,979−4.9% | Reduced |
| Pinnacle Associates Ltd | 443,024 | $108.7M | 1.59% | −3,553−0.8% | Reduced |
| Financial Counselors Inc | 441,452 | $108.3M | 1.64% | −25,713−5.5% | Reduced |
| Groupe la Francaise | 437,334 | $107.9M | 2.30% | +69,882+19.0% | Added |
| Umb Bank N A | 434,314 | $106.5M | 1.76% | −42,405−8.9% | Reduced |
| Mawer Investment Management Ltd. | 431,993 | $106.0M | 0.51% | −10,884−2.5% | Reduced |
| Man Group plc | 429,280 | $105.3M | 0.31% | +133,571+45.2% | Added |
| MAI Capital Management | 427,959 | $105.0M | 0.80% | +21,192+5.2% | Added |
| Adviser Investments LLC | 427,625 | $104.9M | 1.32% | −9,472−2.2% | Reduced |
| CWM, LLC | 427,175 | $104.8M | 0.42% | +40,900+10.6% | Added |
| Eastern Bank | 426,521 | $104.6M | 2.05% | −28,224−6.2% | Reduced |
| NewEdge Wealth, LLC | 422,408 | $103.6M | 1.88% | +16,100+4.0% | Added |
| Lido Advisors, LLC | 421,850 | $103.5M | 0.61% | +84,662+25.1% | Added |
| Beck Mack & Oliver LLC | 421,452 | $103.4M | 2.07% | −8,111−1.9% | Reduced |
| Waverton Investment Management Ltd | 421,031 | $103.3M | 1.60% | +16,236+4.0% | Added |
| Xponance, Inc. | 416,535 | $102.2M | 0.99% | −624−0.1% | Reduced |
| D.A. Davidson & Co. | 413,795 | $101.5M | 0.82% | +7,337+1.8% | Added |
| Acadian Asset Management LLC | 412,535 | $101.2M | 0.29% | +40,748+11.0% | Added |
| Glenview Trust Co | 411,906 | $101.0M | 1.96% | −5,276−1.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 408,922 | $100.3M | 1.01% | +1360.0% | Added |
| Barr E S & Co | 407,384 | $99.9M | 6.07% | −22,746−5.3% | Reduced |
| Guidance Point Advisors, LLC | 400,939 | $98.4M | 28.01% | −140.0% | Reduced |
| Hardy Reed LLC | 400,580 | $98.3M | 8.67% | −243−0.1% | Reduced |
| Associated Banc-Corp | 400,489 | $98.2M | 3.00% | +15,580+4.0% | Added |
| Oppenheimer & Co Inc | 397,818 | $97.6M | 1.47% | +32,782+9.0% | Added |
| AE Wealth Management LLC | 397,363 | $97.5M | 0.82% | +16,541+4.3% | Added |
| ABN AMRO Bank N.V. | 392,406 | $96.1M | 1.33% | −82,549−17.4% | Reduced |
| TCTC Holdings, LLC | 388,648 | $95.3M | 3.36% | −384−0.1% | Reduced |
| HM Payson & Co | 382,010 | $93.7M | 1.64% | +50,664+15.3% | Added |
| Yousif Capital Management, LLC | 381,982 | $93.7M | 1.09% | −7,599−2.0% | Reduced |
| Cresset Asset Management, LLC | 381,669 | $93.6M | 0.47% | −27,361−6.7% | Reduced |
| Varma Mutual Pension Insurance Co | 378,111 | $92.8M | 0.80% | −42,600−10.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 377,600 | $92.6M | 1.30% | −15,175−3.9% | Reduced |
| Becker Capital Management Inc | 377,503 | $92.6M | 3.05% | −7,426−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 377,421 | $92.6M | 1.04% | −13,085−3.4% | Reduced |
| Stephens Inc | 375,425 | $92.1M | 1.35% | −3,135−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 418,000 | $91.8M | 2.18% | +66,905+19.1% | Added |
| New York Life Investment Management LLC | 374,020 | $91.7M | 0.93% | −3,846−1.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 373,864 | $91.7M | 1.88% | 00.0% | Unchanged |
| Parnassus Investments | 373,822 | $91.7M | 0.22% | +373,822 | New |
| Achmea Investment Management B.V. | 371,715 | $91.2M | 1.33% | +66,028+21.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 371,383 | $91.1M | 0.40% | +3,558+1.0% | Added |
| United Capital Financial Advisers, LLC | 370,378 | $90.9M | 0.78% | −7,334−1.9% | Reduced |
| Millennium Management LLC | 369,800 | $90.7M | 0.09% | −1,305,183−77.9% | Reduced |
| RMB Capital Management, LLC | 369,564 | $90.7M | 2.24% | −15,129−3.9% | Reduced |
| Park National Corp | 367,814 | $90.2M | 3.32% | −11,358−3.0% | Reduced |
| Berkshire Asset Management LLC | 357,673 | $90.2M | 4.32% | −44,528−11.1% | Reduced |
| M&G Plc | 366,163 | $89.7M | 0.43% | −22,739−5.8% | Reduced |
| JustInvest LLC | 365,278 | $89.6M | 1.32% | +17,819+5.1% | Added |
| Banco Santander, S.A. | 364,658 | $89.5M | 0.99% | +22,673+6.6% | Added |
| Mediolanum International Funds Ltd | 368,156 | $89.4M | 1.24% | −12,713−3.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 364,114 | $89.3M | 1.07% | −91,200−20.0% | Reduced |
| Investment Management Corp of Ontario | 361,343 | $88.6M | 1.81% | −428−0.1% | Reduced |
| Capital International Sarl | 360,714 | $88.5M | 2.00% | +30,039+9.1% | Added |
| Gabelli Funds LLC | 360,250 | $88.4M | 0.67% | −20,535−5.4% | Reduced |
| Stock Yards Bank & Trust Co | 356,319 | $87.4M | 3.11% | −22,522−5.9% | Reduced |
| Waters Parkerson & Co., LLC | 355,204 | $87.1M | 4.65% | −3,711−1.0% | Reduced |
| Bryn Mawr Trust Co | 353,616 | $86.7M | 1.62% | −12,154−3.3% | Reduced |
| Vaughan David Investments LLC | 352,291 | $86.4M | 2.02% | −8,577−2.4% | Reduced |
| Principle Wealth Partners LLC | 351,908 | $86.3M | 6.17% | −268−0.1% | Reduced |
| Private Advisor Group, LLC | 351,234 | $86.2M | 0.52% | −247,828−41.4% | Reduced |
| Sequoia Financial Advisors, LLC | 348,688 | $85.5M | 0.66% | +56,110+19.2% | Added |
| Mutual of America Capital Management LLC | 348,140 | $85.4M | 0.98% | −12,867−3.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 347,914 | $85.3M | 5.48% | −533,306−60.5% | Reduced |
| Davis R M Inc | 346,810 | $85.1M | 1.70% | +4,445+1.3% | Added |
| Smith Chas P & Associates Pa Cpas | 346,780 | $85.1M | 4.95% | −10,381−2.9% | Reduced |
| Vontobel Holding Ltd. | 346,497 | $85.0M | 0.31% | +56,103+19.3% | Added |
| Donaldson Capital Management, LLC | 344,604 | $84.5M | 3.19% | +2,580+0.8% | Added |
| E. Ohman J:or Asset Management AB | 342,272 | $84.0M | 2.23% | −18,410−5.1% | Reduced |
| Ofi Invest Asset Management | 367,711 | $83.5M | 2.19% | −2,435−0.7% | Reduced |
| Fiduciary Trust Co | 339,042 | $83.2M | 1.09% | +9,750+3.0% | Added |
| Quintet Private Bank (Europe) S.A. | 338,969 | $83.1M | 4.90% | −19,554−5.5% | Reduced |
| Henshaw Capital LLC | 337,139 | $82.7M | 3.64% | 00.0% | Unchanged |
| Allworth Financial LP | 335,592 | $82.1M | 0.46% | −3,308−1.0% | Reduced |
| Flputnam Investment Management Co | 334,143 | $82.0M | 1.54% | −4,879−1.4% | Reduced |
| Alpha Cubed Investments, LLC | 332,397 | $81.5M | 3.64% | +47,736+16.8% | Added |
| Lockheed Martin Investment Management Co | 331,010 | $81.2M | 3.30% | −12,520−3.6% | Reduced |
| Union Bancaire Privee, UBP SA | 338,885 | $81.1M | 1.58% | +54,390+19.1% | Added |
| State of Alaska, Department of Revenue | 327,497 | $80.3M | 0.91% | +6,475+2.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 326,808 | $80.2M | 0.17% | +16,536+5.3% | Added |
| Avantax Advisory Services, Inc. | 323,350 | $79.3M | 0.48% | +2,391+0.7% | Added |
| Ieq Capital, LLC | 323,017 | $79.2M | 0.63% | +21,020+7.0% | Added |
| Wealthfront Advisers LLC | 317,991 | $78.0M | 0.21% | +28,829+10.0% | Added |
| Manning & Napier Advisors LLC | 317,620 | $77.9M | 0.96% | −15,510−4.7% | Reduced |
| Junto Capital Management LP | 316,077 | $77.5M | 1.78% | −185,563−37.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 315,978 | $77.5M | 1.50% | −3,070−1.0% | Reduced |
| Pzena Investment Management LLC | 312,233 | $76.6M | 0.27% | −304,534−49.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 310,881 | $76.3M | 1.93% | +4,318+1.4% | Added |
| Nearwater Capital Markets, Ltd | 308,000 | $75.6M | 2.15% | −38,000−11.0% | Reduced |
| Kestra Private Wealth Services, LLC | 307,928 | $75.5M | 1.26% | +3,458+1.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 307,705 | $75.5M | 6.20% | −1,531−0.5% | Reduced |
| Citizens Financial Group Inc | 306,788 | $75.3M | 1.48% | −18,676−5.7% | Reduced |
| Ancora Advisors, LLC | 306,652 | $75.2M | 1.68% | −1,544−0.5% | Reduced |
| BNP Paribas | 244,530 | $75.1M | 3.12% | −13,244−5.1% | Reduced |
| iA Global Asset Management Inc. | 305,422 | $74.9M | 1.29% | +56,107+22.5% | Added |