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
- 4,679
- +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 302,705 | $74.3M | 2.58% | −3,122−1.0% | Reduced |
| First Manhattan Co | 302,296 | $74.2M | 0.22% | +72,265+31.4% | Added |
| Aptus Capital Advisors, LLC | 302,096 | $74.1M | 0.84% | +538+0.2% | Added |
| Synovus Financial Corp | 301,991 | $74.1M | 0.96% | +354+0.1% | Added |
| Meyer Handelman Co | 299,544 | $73.5M | 2.56% | +1,043+0.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 299,541 | $73.5M | 1.77% | −3,032−1.0% | Reduced |
| Massmutual Trust Co FSB | 298,529 | $73.2M | 2.12% | −15,339−4.9% | Reduced |
| OP Asset Management Ltd | 295,220 | $72.4M | 1.22% | +295,220 | New |
| Caxton Associates LLP | 293,738 | $72.1M | 2.51% | +293,738 | New |
| Aristotle Atlantic Partners, LLC | 292,767 | $71.8M | 2.42% | +8,816+3.1% | Added |
| Argent Trust Co | 288,423 | $70.8M | 2.90% | +659+0.2% | Added |
| Nexus Investment Management ULC | 198,622 | $70.1M | 7.93% | −285−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 285,362 | $70.0M | 0.05% | +277,223+3,406.1% | Added |
| Welch Group, LLC | 284,147 | $69.0M | 3.04% | −16,924−5.6% | Reduced |
| Seizert Capital Partners, LLC | 278,104 | $68.2M | 3.13% | −6,810−2.4% | Reduced |
| Tocqueville Asset Management L.P. | 277,908 | $68.2M | 1.12% | −1,131−0.4% | Reduced |
| Bowen Hanes & Co Inc | 277,434 | $68.1M | 1.89% | +13,224+5.0% | Added |
| Dodge & Cox | 277,023 | $68.0M | 0.04% | −16,257−5.5% | Reduced |
| PGGM Investments | 275,567 | $67.6M | 0.91% | −1,475−0.5% | Reduced |
| RNC Capital Management LLC | 272,410 | $66.8M | 3.41% | −86,342−24.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 269,147 | $66.0M | 0.67% | +8,485+3.3% | Added |
| Silvercrest Asset Management Group LLC | 268,252 | $65.8M | 0.47% | +5,604+2.1% | Added |
| Kempen Capital Management N.V. | 265,888 | $65.2M | 0.68% | +85,403+47.3% | Added |
| North Star Investment Management Corp. | 265,743 | $65.2M | 4.75% | −3,116−1.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 263,612 | $64.7M | 3.03% | −4,213−1.6% | Reduced |
| Toroso Investments, LLC | 261,890 | $64.2M | 0.54% | −15,002−5.4% | Reduced |
| Guggenheim Capital LLC | 260,765 | $64.0M | 0.60% | −28,187−9.8% | Reduced |
| Roffman Miller Associates Inc | 259,535 | $63.7M | 4.01% | −6,774−2.5% | Reduced |
| Nicholas Company, Inc. | 258,480 | $63.4M | 1.10% | −6,010−2.3% | Reduced |
| Deprince Race & Zollo Inc | 256,909 | $63.0M | 1.31% | −5,267−2.0% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 256,842 | $63.0M | 1.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 256,455 | $62.9M | 1.47% | +65,148+34.1% | Added |
| Spears Abacus Advisors LLC | 255,111 | $62.6M | 1.35% | +5,266+2.1% | Added |
| Rakuten Investment Management, Inc. | 256,097 | $62.2M | 0.28% | +256,097 | New |
| Daymark Wealth Partners, LLC | 253,331 | $62.1M | 2.67% | −99,109−28.1% | Reduced |
| Clearstead Advisors, LLC | 252,769 | $62.0M | 0.96% | −1,344−0.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $62.0M | 0.55% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 252,344 | $61.9M | 0.87% | −1,360−0.5% | Reduced |
| Raiffeisen Bank International AG | 254,580 | $61.8M | 0.99% | +199,372+361.1% | Added |
| Crestwood Advisors Group LLC | 251,690 | $61.7M | 1.17% | +4,624+1.9% | Added |
| Evelyn Partners Investment Management LLP | 251,310 | $61.6M | 2.05% | +21,852+9.5% | Added |
| Todd Asset Management LLC | 250,758 | $61.5M | 1.45% | −390.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 250,288 | $61.4M | 1.99% | −2,102−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 248,627 | $61.0M | 0.23% | −83,248−25.1% | Reduced |
| Atria Investments LLC | 247,679 | $60.8M | 0.78% | −15,763−6.0% | Reduced |
| Bokf, NA | 247,008 | $60.6M | 1.07% | −48,486−16.4% | Reduced |
| First Horizon Advisors, Inc. | 246,210 | $60.4M | 1.70% | +9,402+4.0% | Added |
| Kimelman & Baird, LLC | 244,554 | $60.0M | 5.10% | −4,387−1.8% | Reduced |
| Congress Wealth Management LLC | 242,757 | $59.6M | 0.71% | +49,539+25.6% | Added |
| Ceredex Value Advisors LLC | 241,972 | $59.4M | 1.30% | −21,802−8.3% | Reduced |
| Parsons Capital Management Inc | 241,442 | $59.2M | 3.23% | −1,574−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 240,200 | $58.9M | 1.14% | −1,160−0.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 239,659 | $58.8M | 0.19% | +29,350+14.0% | Added |
| Crawford Investment Counsel Inc | 238,819 | $58.6M | 1.04% | −228,997−49.0% | Reduced |
| Adams Diversified Equity Fund, Inc. | 238,063 | $58.4M | 2.33% | +27,300+13.0% | Added |
| McDonald Capital Investors Inc | 237,870 | $58.3M | 3.68% | −230−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 237,370 | $58.2M | 2.37% | −5,584−2.3% | Reduced |
| Woodline Partners LP | 236,229 | $57.9M | 0.38% | +67,156+39.7% | Added |
| Fort Washington Investment Advisors Inc | 232,927 | $57.1M | 0.35% | +38,072+19.5% | Added |
| Brandes Investment Partners, LP | 232,329 | $57.0M | 0.58% | −13,722−5.6% | Reduced |
| Venture Visionary Partners LLC | 232,072 | $56.9M | 2.39% | +16,827+7.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 230,963 | $56.7M | 1.01% | +230,963 | New |
| Miller Howard Investments Inc | 229,459 | $56.3M | 1.79% | −60,210−20.8% | Reduced |
| Modera Wealth Management, LLC | 229,114 | $56.2M | 0.76% | −4,359−1.9% | Reduced |
| Sculptor Capital LP | 228,300 | $56.0M | 1.26% | +55,000+31.7% | Added |
| Salem Investment Counselors Inc | 228,075 | $55.9M | 1.95% | −524−0.2% | Reduced |
| Argent Capital Management LLC | 227,767 | $55.9M | 1.71% | −10,181−4.3% | Reduced |
| Country Trust Bank | 226,586 | $55.6M | 1.40% | +11,466+5.3% | Added |
| Johnson Investment Counsel Inc | 225,104 | $55.2M | 0.53% | −6,668−2.9% | Reduced |
| Capital Investment Advisors, LLC | 224,088 | $55.0M | 1.08% | +5,820+2.7% | Added |
| Polar Capital Holdings Plc | 224,007 | $54.9M | 0.34% | −8,355−3.6% | Reduced |
| Mizuho Securities USA LLC | 223,884 | $54.9M | 1.18% | −42,946−16.1% | Reduced |
| Washington Trust Co | 220,937 | $54.2M | 2.08% | +31,261+16.5% | Added |
| Busey Wealth Management | 220,709 | $54.1M | 1.82% | −19,461−8.1% | Reduced |
| Destination Wealth Management | 220,545 | $54.1M | 1.70% | −8,847−3.9% | Reduced |
| Generali Asset Management SPA SGR | 220,146 | $54.0M | 1.33% | +6,602+3.1% | Added |
| HB Wealth Management, LLC | 219,144 | $53.8M | 0.45% | +47,905+28.0% | Added |
| NorthCrest Asset Manangement, LLC | 218,903 | $53.7M | 1.62% | −11,192−4.9% | Reduced |
| Main Street Research LLC | 218,675 | $53.6M | 3.50% | +3,950+1.8% | Added |
| Warren Averett Asset Management, LLC | 218,223 | $53.5M | 0.65% | +57,928+36.1% | Added |
| Wharton Business Group, LLC | 215,408 | $52.8M | 2.39% | −427−0.2% | Reduced |
| AustralianSuper Pty Ltd | 214,367 | $52.6M | 0.30% | +167,207+354.6% | Added |
| Villere St Denis J & Co LLC | 212,738 | $52.2M | 5.03% | −3,924−1.8% | Reduced |
| Baker Avenue Asset Management, LP | 212,602 | $52.2M | 1.63% | −4,434−2.0% | Reduced |
| Trust Co of Vermont | 212,167 | $52.0M | 2.60% | −2,153−1.0% | Reduced |
| Sabal Trust CO | 211,479 | $51.9M | 2.88% | −12,197−5.5% | Reduced |
| FreeGulliver LLC | 211,200 | $51.8M | 26.27% | −132−0.1% | Reduced |
| Ingalls & Snyder LLC | 211,026 | $51.8M | 1.71% | −5,204−2.4% | Reduced |
| Allianz SE | 210,586 | $51.7M | 1.38% | −38,313−15.4% | Reduced |
| Pacer Advisors, Inc. | 209,883 | $51.5M | 0.12% | −53,503−20.3% | Reduced |
| Intech Investment Management LLC | 209,260 | $51.3M | 0.53% | −15,702−7.0% | Reduced |
| Crossmark Global Holdings, Inc. | 208,935 | $51.3M | 0.90% | +14,416+7.4% | Added |
| Prime Capital Investment Advisors, LLC | 208,395 | $51.1M | 0.60% | +41,584+24.9% | Added |
| Chilton Capital Management LLC | 208,362 | $51.1M | 2.21% | −3,252−1.5% | Reduced |
| Howard Capital Management Group, LLC | 208,325 | $51.1M | 3.98% | −3,326−1.6% | Reduced |
| Heritage Investors Management Corp | 208,279 | $51.1M | 1.75% | −4,790−2.2% | Reduced |
| Mill Capital Management, LLC | 208,192 | $51.1M | 4.09% | −2,345−1.1% | Reduced |
| Pensionmark Financial Group, LLC | 208,155 | $51.1M | 1.33% | +7,718+3.9% | Added |
| Illinois Municipal Retirement Fund | 206,906 | $50.8M | 0.74% | +15,231+7.9% | Added |
| Gamco Investors, Inc. Et Al | 206,737 | $50.7M | 0.56% | −10,618−4.9% | Reduced |