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 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 206,096 | $50.6M | 0.48% | +4,361+2.2% | Added |
| Klingenstein Fields & Co LP | 205,552 | $50.4M | 2.14% | −1,699−0.8% | Reduced |
| Cambiar Investors LLC | 205,491 | $50.4M | 2.14% | −20,838−9.2% | Reduced |
| Americana Partners, LLC | 203,626 | $49.9M | 1.94% | +6,595+3.3% | Added |
| Taurus Asset Management, LLC | 203,431 | $49.9M | 5.06% | −2,418−1.2% | Reduced |
| Brinker Capital Investments, LLC | 202,125 | $49.6M | 0.49% | +4,419+2.2% | Added |
| Orion Portfolio Solutions, LLC | 202,125 | $49.6M | 0.49% | +4,419+2.2% | Added |
| Northeast Investment Management | 200,036 | $49.1M | 2.29% | −1,819−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 199,868 | $49.0M | 0.75% | −79,866−28.6% | Reduced |
| Perfromance Wealth Partners, LLC | 199,577 | $49.0M | 1.75% | +17,997+9.9% | Added |
| William Blair Investment Management, LLC | 199,539 | $48.9M | 0.14% | +56,577+39.6% | Added |
| GW&K Investment Management, LLC | 199,336 | $48.9M | 0.45% | −136−0.1% | Reduced |
| Oakworth Capital, Inc. | 198,827 | $48.8M | 3.40% | −1,135−0.6% | Reduced |
| HighPoint Advisor Group LLC | 198,718 | $48.6M | 2.83% | +412+0.2% | Added |
| TownSquare Capital, LLC | 197,915 | $48.5M | 0.52% | +14,740+8.0% | Added |
| Prudential PLC | 197,408 | $48.4M | 0.24% | −19,610−9.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 196,920 | $48.3M | 3.10% | +1,649+0.8% | Added |
| Susquehanna Fundamental Investments, LLC | 194,386 | $47.7M | 0.80% | −109,270−36.0% | Reduced |
| Maple Capital Management, Inc. | 194,235 | $47.6M | 3.68% | −5,355−2.7% | Reduced |
| Meridian Wealth Management, LLC | 193,804 | $47.5M | 2.30% | −102−0.1% | Reduced |
| Pictet & Cie (Europe) SA | 193,799 | $47.5M | 1.13% | +1,617+0.8% | Added |
| Lazard Asset Management LLC | 193,386 | $47.4M | 0.07% | −157,465−44.9% | Reduced |
| WestEnd Advisors, LLC | 192,638 | $47.3M | 1.25% | −10,229−5.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 192,450 | $47.2M | 1.75% | −5,213−2.6% | Reduced |
| Erste Asset Management GmbH | 193,335 | $47.2M | 0.61% | +4,382+2.3% | Added |
| Kentucky Retirement Systems | 191,893 | $47.1M | 1.44% | −3,624−1.9% | Reduced |
| Hancock Whitney Corp | 191,734 | $47.0M | 1.53% | −2,718−1.4% | Reduced |
| Braun Stacey Associates Inc | 189,649 | $46.5M | 1.90% | −5,912−3.0% | Reduced |
| Equitable Holdings, Inc. | 189,140 | $46.4M | 0.44% | +12,022+6.8% | Added |
| NEOS Investment Management LLC | 188,429 | $46.2M | 0.88% | +36,299+23.9% | Added |
| Gradient Investments LLC | 187,422 | $46.0M | 0.93% | +14,129+8.2% | Added |
| Foundry Partners, LLC | 186,466 | $45.7M | 2.42% | −45,651−19.7% | Reduced |
| Triglav Skladi, D.O.O. | 186,063 | $45.6M | 3.85% | −2,109−1.1% | Reduced |
| First National Trust Co | 185,983 | $45.6M | 1.84% | −7,128−3.7% | Reduced |
| Independent Advisor Alliance | 185,379 | $45.5M | 1.50% | +3,933+2.2% | Added |
| Capital International Ltd | 184,679 | $45.3M | 1.98% | +3,081+1.7% | Added |
| Howe & Rusling Inc | 184,162 | $45.2M | 3.80% | −15,945−8.0% | Reduced |
| CBOE Vest Financial, LLC | 184,141 | $45.2M | 0.70% | +33,618+22.3% | Added |
| St Germain D J Co Inc | 183,850 | $45.1M | 2.12% | −8,594−4.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 181,837 | $44.6M | 1.08% | +180,212+11,090.0% | Added |
| KCM Investment Advisors LLC | 181,477 | $44.5M | 1.60% | +3,198+1.8% | Added |
| Impax Asset Management Group plc | 180,793 | $44.3M | 0.27% | −95,242−34.5% | Reduced |
| Boston Private Wealth LLC | 180,556 | $44.3M | 1.82% | −37,196−17.1% | Reduced |
| Prospera Financial Services Inc | 178,789 | $43.9M | 1.01% | +6,208+3.6% | Added |
| Martingale Asset Management L P | 178,575 | $43.8M | 1.11% | −21,947−10.9% | Reduced |
| Nomura Holdings Inc | 178,243 | $43.7M | 0.23% | −37,873−17.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 177,720 | $43.6M | 2.14% | +16,530+10.3% | Added |
| American Assets Investment Management, LLC | 177,600 | $43.6M | 3.81% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 177,049 | $43.4M | 1.22% | +15,926+9.9% | Added |
| Cooke & Bieler LP | 177,028 | $43.4M | 0.43% | −52,158−22.8% | Reduced |
| Estabrook Capital Management | 176,773 | $43.4M | 7.01% | −9,982−5.3% | Reduced |
| NS Partners Ltd | 176,708 | $43.3M | 1.91% | +2,438+1.4% | Added |
| Levin Capital Strategies, L.P. | 175,525 | $43.1M | 4.57% | −4,267−2.4% | Reduced |
| Empowered Funds, LLC | 175,355 | $43.0M | 0.61% | +49,417+39.2% | Added |
| Eagle Global Advisors LLC | 175,279 | $43.0M | 1.77% | −80.0% | Reduced |
| Apollon Wealth Management, LLC | 175,076 | $42.9M | 0.94% | +34,259+24.3% | Added |
| Ostrum Asset Management | 175,041 | $42.9M | 2.26% | +154,120+736.7% | Added |
| LMCG Investments, LLC | 174,126 | $42.7M | 2.83% | −8,355−4.6% | Reduced |
| Payden & Rygel | 173,550 | $42.6M | 3.66% | +25,900+17.5% | Added |
| Marsico Capital Management LLC | 171,379 | $42.0M | 1.44% | +16,173+10.4% | Added |
| Chesley Taft & Associates LLC | 171,355 | $42.0M | 2.03% | +810+0.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 171,147 | $42.0M | 2.44% | −2,003−1.2% | Reduced |
| Cornerstone Advisors, LLC | 170,700 | $41.9M | 1.80% | 00.0% | Unchanged |
| Hartford Investment Management Co | 170,631 | $41.9M | 1.46% | −3,335−1.9% | Reduced |
| Randolph Co Inc | 170,507 | $41.8M | 4.89% | +840.0% | Added |
| RSM US Wealth Management LLC | 169,559 | $41.6M | 0.65% | −5,876−3.3% | Reduced |
| Integrated Wealth Concepts LLC | 169,458 | $41.6M | 0.48% | +7,909+4.9% | Added |
| Community Trust & Investment Co | 168,956 | $41.4M | 2.65% | −1,707−1.0% | Reduced |
| Central Trust Co | 168,579 | $41.4M | 1.02% | −1,684−1.0% | Reduced |
| Blue Chip Partners, Inc. | 167,880 | $41.2M | 3.55% | −3,120−1.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 167,160 | $41.0M | 2.31% | −800−0.5% | Reduced |
| Smith, Salley & Associates | 165,454 | $40.6M | 2.66% | −22,863−12.1% | Reduced |
| RiverFront Investment Group, LLC | 165,183 | $40.5M | 0.90% | +11,672+7.6% | Added |
| Farmers & Merchants Investments Inc | 164,365 | $40.3M | 1.28% | −7,640−4.4% | Reduced |
| Segall Bryant & Hamill, LLC | 163,873 | $40.2M | 0.62% | −20,094−10.9% | Reduced |
| Highland Capital Management, LLC | 163,798 | $40.2M | 2.40% | −10,102−5.8% | Reduced |
| South State Corp. | 161,988 | $39.7M | 1.82% | +7,926+5.1% | Added |
| Gulf International Bank (UK) Ltd | 161,537 | $39.6M | 1.37% | −62,005−27.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 161,520 | $39.6M | 1.16% | +12,543+8.4% | Added |
| Polaris Capital Management, LLC | 160,944 | $39.5M | 2.26% | −34,907−17.8% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $39.5M | 0.35% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 160,653 | $39.4M | 3.26% | −12,256−7.1% | Reduced |
| Advisory Services Network, LLC | 160,543 | $39.4M | 0.76% | −3,099−1.9% | Reduced |
| Central Securities Corp | 160,000 | $39.2M | 3.74% | −20,000−11.1% | Reduced |
| Sandy Spring Bank | 158,527 | $38.9M | 1.64% | −9,734−5.8% | Reduced |
| Fishman Jay A Ltd | 158,494 | $38.9M | 4.25% | −12,871−7.5% | Reduced |
| Conning Inc. | 158,343 | $38.8M | 1.36% | −13,767−8.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 157,370 | $38.6M | 2.86% | −530−0.3% | Reduced |
| Marco Investment Management LLC | 157,086 | $38.5M | 3.57% | −383−0.2% | Reduced |
| Modern Wealth Management, LLC | 156,789 | $38.5M | 1.23% | +1,546+1.0% | Added |
| Allen Investment Management LLC | 156,503 | $38.4M | 0.45% | +287+0.2% | Added |
| Norinchukin Bank, The | 156,406 | $38.4M | 0.71% | +19,105+13.9% | Added |
| Anchor Capital Advisors LLC | 156,140 | $38.3M | 1.14% | −5,744−3.5% | Reduced |
| TCG Advisory Services, LLC | 154,903 | $38.0M | 1.53% | +13,370+9.4% | Added |
| Aviso Financial Inc. | 154,786 | $38.0M | 1.87% | +141,557+1,070.1% | Added |
| Madison Asset Management, LLC | 153,654 | $37.7M | 0.42% | −5,353−3.4% | Reduced |
| Fisher Funds Management LTD | 151,855 | $37.3M | 0.90% | −10,415−6.4% | Reduced |
| Vestor Capital, LLC | 151,769 | $37.2M | 3.06% | +475+0.3% | Added |
| Bailard, Inc. | 150,787 | $37.0M | 0.95% | +5,921+4.1% | Added |
| Louisiana State Employees Retirement System | 150,400 | $36.9M | 0.73% | −1,000−0.7% | Reduced |