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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 174,600 | $36.8M | 1.03% | +2,742+1.6% | Added |
| Clear Street LLC | 150,000 | $36.8M | 0.73% | −50,000−25.0% | Reduced |
| Franklin Street Advisors Inc | 149,549 | $36.7M | 2.59% | −795−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 149,525 | $36.7M | 0.44% | −19,642−11.6% | Reduced |
| Rothschild Investment LLC | 149,145 | $36.6M | 2.45% | −1,716−1.1% | Reduced |
| Hantz Financial Services, Inc. | 148,938 | $36.5M | 0.64% | −3,669−2.4% | Reduced |
| Tudor Investment Corp Et Al | 148,748 | $36.5M | 0.33% | +148,748 | New |
| Securian Asset Management, Inc | 148,115 | $36.3M | 1.10% | −3,197−2.1% | Reduced |
| Railway Pension Investments Ltd | 148,064 | $36.3M | 0.52% | +4,564+3.2% | Added |
| Cornerstone Investment Partners, LLC | 147,967 | $36.3M | 1.76% | −32,702−18.1% | Reduced |
| Carret Asset Management, LLC | 147,339 | $36.1M | 4.08% | −1,391−0.9% | Reduced |
| Snowden Capital Advisors LLC | 147,097 | $36.1M | 1.15% | −78−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 146,716 | $36.0M | 2.18% | −11,346−7.2% | Reduced |
| Wesleyan Assurance Society | 146,579 | $36.0M | 2.67% | +1,835+1.3% | Added |
| Foundations Investment Advisors, LLC | 145,741 | $35.8M | 0.66% | +17,437+13.6% | Added |
| Lowe Brockenbrough & Co Inc | 145,475 | $35.7M | 2.35% | −630.0% | Reduced |
| ING Groep NV | 145,341 | $35.7M | 0.25% | +90,821+166.6% | Added |
| MMBG Investment Advisors Co. | 144,915 | $35.5M | 4.02% | −1,391−1.0% | Reduced |
| Matrix Asset Advisors Inc | 144,561 | $35.5M | 3.91% | −17,245−10.7% | Reduced |
| FineMark National Bank & Trust | 144,513 | $35.4M | 1.29% | −4,008−2.7% | Reduced |
| Wilsey Asset Management Inc | 144,148 | $35.4M | 7.09% | −7,066−4.7% | Reduced |
| Moran Wealth Management, LLC | 143,976 | $35.3M | 1.19% | −88,869−38.2% | Reduced |
| Fiduciary Alliance LLC | 142,894 | $35.1M | 3.45% | +1,193+0.8% | Added |
| Hosking Partners LLP | 142,332 | $34.9M | 1.47% | −27,175−16.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 140,354 | $34.4M | 1.01% | −43,688−23.7% | Reduced |
| Schwerin Boyle Capital Management Inc | 140,118 | $34.4M | 3.54% | −6,118−4.2% | Reduced |
| ExodusPoint Capital Management, LP | 139,858 | $34.3M | 0.45% | +139,858 | New |
| Abn Amro Investment Solutions | 139,731 | $34.3M | 0.72% | +9,234+7.1% | Added |
| LaFleur & Godfrey LLC | 139,280 | $34.2M | 4.64% | +781+0.6% | Added |
| Noesis Capital Mangement Corp | 139,264 | $34.2M | 6.79% | +117+0.1% | Added |
| Appleton Partners Inc | 139,226 | $34.2M | 2.64% | −3,400−2.4% | Reduced |
| Osterweis Capital Management Inc | 138,416 | $34.0M | 1.68% | +391+0.3% | Added |
| Kanawha Capital Management LLC | 138,412 | $34.0M | 2.64% | +1,052+0.8% | Added |
| Rockland Trust Co | 138,171 | $33.9M | 1.70% | −22,523−14.0% | Reduced |
| First National Bank of Omaha | 138,048 | $33.9M | 2.31% | −12,074−8.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 137,175 | $33.6M | 3.16% | +2,949+2.2% | Added |
| NFJ Investment Group, LLC | 136,981 | $33.6M | 1.13% | −3,961−2.8% | Reduced |
| NBT Bank N A | 136,810 | $33.6M | 2.42% | −3,841−2.7% | Reduced |
| Oak Associates, Ltd | 136,315 | $33.4M | 2.51% | −10,101−6.9% | Reduced |
| Axxcess Wealth Management, LLC | 136,228 | $33.4M | 0.91% | −11,330−7.7% | Reduced |
| Fred Alger Management, LLC | 134,874 | $33.1M | 0.19% | +20,241+17.7% | Added |
| Dana Investment Advisors, Inc. | 134,808 | $33.1M | 1.18% | −2,958−2.1% | Reduced |
| Neville Rodie & Shaw Inc | 134,722 | $33.0M | 2.59% | −6,459−4.6% | Reduced |
| Greenleaf Trust | 134,574 | $33.0M | 0.30% | +4,895+3.8% | Added |
| Resources Investment Advisors, LLC. | 134,427 | $33.0M | 0.39% | −9,390−6.5% | Reduced |
| First Citizens Bank & Trust Co | 134,313 | $32.9M | 0.84% | −5,313−3.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 134,273 | $32.9M | 0.12% | −21,886−14.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 134,220 | $32.9M | 7.06% | −9,290−6.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 124,574 | $32.9M | 1.78% | +124,574 | New |
| Maryland State Retirement & Pension System | 131,637 | $32.3M | 0.77% | −20,139−13.3% | Reduced |
| New Mexico Educational Retirement Board | 131,550 | $32.3M | 1.16% | −4,100−3.0% | Reduced |
| Tower Bridge Advisors | 130,980 | $32.1M | 3.59% | −530−0.4% | Reduced |
| WSFS Capital Management, LLC | 130,879 | $32.1M | 1.93% | −11,081−7.8% | Reduced |
| Narwhal Capital Management | 130,585 | $32.0M | 2.85% | +4,815+3.8% | Added |
| BLB&B Advisors, LLC | 130,518 | $32.0M | 1.63% | −3,085−2.3% | Reduced |
| Patten & Patten Inc | 130,423 | $32.0M | 2.14% | −2,847−2.1% | Reduced |
| Parallel Advisors, LLC | 130,397 | $32.0M | 0.72% | +881+0.7% | Added |
| Motley Fool Asset Management LLC | 130,064 | $31.9M | 1.79% | −1,924−1.5% | Reduced |
| Alley Investment Management Company, LLC | 129,510 | $31.8M | 3.99% | +264+0.2% | Added |
| Vident Advisory, LLC | 129,454 | $31.8M | 0.46% | +19,350+17.6% | Added |
| Dorsey & Whitney Trust CO LLC | 129,440 | $31.8M | 1.83% | +1,523+1.2% | Added |
| Stonebridge Capital Advisors LLC | 129,413 | $31.7M | 2.59% | −25,854−16.7% | Reduced |
| HRT Financial LP | 129,023 | $31.6M | 0.20% | −539,675−80.7% | Reduced |
| Elo Mutual Pension Insurance Co | 128,754 | $31.6M | 0.71% | −130,890−50.4% | Reduced |
| Eisler Capital Management Ltd. | 128,735 | $31.6M | 0.95% | +119,266+1,259.5% | Added |
| Palisade Capital Management LLC | 128,416 | $31.5M | 0.90% | −3,861−2.9% | Reduced |
| Abner Herrman & Brock LLC | 128,130 | $31.4M | 4.01% | −1,576−1.2% | Reduced |
| Moors & Cabot, Inc. | 127,580 | $31.3M | 1.59% | −6,045−4.5% | Reduced |
| First American Bank | 127,237 | $31.2M | 2.31% | +2,121+1.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 126,825 | $31.1M | 3.47% | −2,970−2.3% | Reduced |
| Banque Transatlantique SA | 126,759 | $31.1M | 0.94% | −104,088−45.1% | Reduced |
| Verity & Verity, LLC | 126,091 | $30.9M | 2.72% | +524+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 125,755 | $30.8M | 0.62% | −542−0.4% | Reduced |
| HBK Sorce Advisory LLC | 125,514 | $30.8M | 0.90% | +321+0.3% | Added |
| Perigon Wealth Management, LLC | 125,469 | $30.8M | 0.79% | −1,394−1.1% | Reduced |
| Benjamin Edwards Inc | 125,464 | $30.8M | 0.43% | −21,761−14.8% | Reduced |
| Shellback Capital, LP | 125,000 | $30.7M | 2.97% | +125,000 | New |
| Rit Capital Partners PLC | 125,000 | $30.7M | 5.94% | −27,600−18.1% | Reduced |
| Nemes Rush Group LLC | 124,973 | $30.7M | 3.88% | −1,072−0.9% | Reduced |
| Vinva Investment Management Ltd | 126,072 | $30.6M | 1.25% | −9,155−6.8% | Reduced |
| Kingsview Wealth Management, LLC | 124,173 | $30.5M | 0.57% | +1,795+1.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 124,099 | $30.4M | 0.56% | +21,869+21.4% | Added |
| Summit Financial, LLC | 123,545 | $30.3M | 0.85% | +29,269+31.0% | Added |
| Bridgeway Capital Management, LLC | 123,389 | $30.3M | 0.76% | −3,177−2.5% | Reduced |
| Bollard Group LLC | 123,074 | $30.2M | 0.79% | +620+0.5% | Added |
| Resources Management Corp | 122,683 | $30.1M | 4.23% | −1,623−1.3% | Reduced |
| Savant Capital, LLC | 122,477 | $30.0M | 0.25% | −39,154−24.2% | Reduced |
| Choate Investment Advisors | 122,301 | $30.0M | 0.75% | −3,411−2.7% | Reduced |
| Hudson Bay Capital Management LP | 122,288 | $30.0M | 0.19% | +94,252+336.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 122,113 | $30.0M | 2.40% | −1,187−1.0% | Reduced |
| Great Valley Advisor Group, Inc. | 121,968 | $29.9M | 0.64% | −26,221−17.7% | Reduced |
| La Banque Postale Asset Management SA | 121,303 | $29.8M | 0.46% | −3,494−2.8% | Reduced |
| Northeast Financial Consultants Inc | 120,671 | $29.6M | 1.31% | −29,861−19.8% | Reduced |
| First Foundation Advisors | 120,495 | $29.6M | 1.20% | −6,952−5.5% | Reduced |
| TAM Capital Management Inc. | 120,326 | $29.5M | 24.77% | −17,691−12.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 119,974 | $29.4M | 1.19% | −4,283−3.4% | Reduced |
| First Long Island Investors, LLC | 119,694 | $29.4M | 2.42% | −2,969−2.4% | Reduced |
| Shufro Rose & Co LLC | 119,014 | $29.2M | 2.31% | −2,855−2.3% | Reduced |
| KMG Fiduciary Partners, LLC | 118,956 | $29.2M | 2.42% | −4,457−3.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 118,905 | $29.2M | 1.55% | +2,589+2.2% | Added |