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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 118,613 | $29.1M | 1.68% | −6,170−4.9% | Reduced |
| Culbertson A N & Co Inc | 117,892 | $28.9M | 4.62% | +450.0% | Added |
| Absher Wealth Management, LLC | 117,847 | $28.9M | 3.79% | +2,057+1.8% | Added |
| Galvin, Gaustad & Stein, LLC | 116,800 | $28.7M | 2.56% | −12,984−10.0% | Reduced |
| Adell Harriman & Carpenter Inc | 116,593 | $28.6M | 2.15% | −499−0.4% | Reduced |
| Arkadios Wealth Advisors | 116,068 | $28.5M | 1.08% | +30,459+35.6% | Added |
| Sit Investment Associates Inc | 116,016 | $28.5M | 0.67% | +10,214+9.7% | Added |
| Burney Co | 115,285 | $28.3M | 1.03% | +4,786+4.3% | Added |
| Rothschild Capital Partners, LLC | 114,468 | $28.1M | 7.35% | +4,225+3.8% | Added |
| Sonora Investment Management Group, LLC | 114,409 | $28.1M | 2.22% | +763+0.7% | Added |
| Private Capital Management, LLC | 113,952 | $28.0M | 3.12% | −510.0% | Reduced |
| Concurrent Investment Advisors, LLC | 113,870 | $27.9M | 0.68% | +9,260+8.9% | Added |
| Janney Capital Management LLC | 113,670 | $27.9M | 1.92% | −4,070−3.5% | Reduced |
| F/M Investments LLC | 113,652 | $27.9M | 1.11% | −11,176−9.0% | Reduced |
| Drexel Morgan & Co. | 113,589 | $27.9M | 5.85% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 113,360 | $27.8M | 2.08% | +2,863+2.6% | Added |
| ARS Wealth Advisors Group, LLC | 112,862 | $27.7M | 3.91% | −3,471−3.0% | Reduced |
| Congress Asset Management Co | 112,742 | $27.7M | 0.21% | −2,123−1.8% | Reduced |
| TruWealth Advisors, LLC | 112,517 | $27.6M | 1.67% | −14,391−11.3% | Reduced |
| Manitou Investment Management Ltd. | 112,236 | $27.5M | 5.35% | +927+0.8% | Added |
| Parkwood LLC | 112,109 | $27.5M | 2.69% | +112,109 | New |
| Colonial Trust Advisors | 111,636 | $27.4M | 2.44% | +1,766+1.6% | Added |
| Merit Financial Group, LLC | 111,410 | $27.3M | 0.41% | +15,781+16.5% | Added |
| Stillwater Capital Advisors, LLC | 110,932 | $27.2M | 3.80% | −1,478−1.3% | Reduced |
| National Asset Management, Inc. | 110,579 | $27.1M | 0.82% | +3,185+3.0% | Added |
| Transform Wealth, LLC | 110,301 | $27.1M | 1.64% | +1,288+1.2% | Added |
| Clear Harbor Asset Management, LLC | 110,180 | $27.0M | 2.14% | −232−0.2% | Reduced |
| Texas Yale Capital Corp. | 110,123 | $27.0M | 1.11% | +565+0.5% | Added |
| Tower Research Capital LLC (TRC) | 108,284 | $27.0M | 0.80% | −60,954−36.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 110,010 | $27.0M | 4.67% | −183−0.2% | Reduced |
| Brown Brothers Harriman & Co | 109,703 | $26.9M | 0.19% | −2,167−1.9% | Reduced |
| Dearborn Partners LLC | 109,185 | $26.8M | 1.29% | −988−0.9% | Reduced |
| ProVise Management Group, LLC | 109,040 | $26.7M | 2.27% | −2,213−2.0% | Reduced |
| M.D. Sass Investors Services, Inc. | 108,585 | $26.6M | 2.34% | −19,717−15.4% | Reduced |
| Rbo & Co LLC | 108,319 | $26.6M | 4.24% | −2,053−1.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 108,258 | $26.6M | 1.53% | +38,850+56.0% | Added |
| South Dakota Investment Council | 107,993 | $26.5M | 0.54% | −935−0.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 107,779 | $26.4M | 1.37% | +9,871+10.1% | Added |
| Temasek Holdings (Private) Ltd | 107,731 | $26.4M | 0.11% | +20,300+23.2% | Added |
| Gillespie Robinson & Grimm Inc | 107,420 | $26.4M | 2.13% | −3,050−2.8% | Reduced |
| AIA Group Ltd | 106,963 | $26.2M | 0.64% | +14,936+16.2% | Added |
| Azimuth Capital Investment Management LLC | 106,905 | $26.2M | 1.04% | −2,402−2.2% | Reduced |
| DuPont Capital Management Corp | 105,693 | $25.9M | 2.87% | −5,717−5.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 105,548 | $25.9M | 0.46% | −5,662−5.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 105,471 | $25.9M | 0.42% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 105,398 | $25.9M | 9.64% | −1,134−1.1% | Reduced |
| Sumitomo Life Insurance Co | 105,260 | $25.8M | 0.92% | +873+0.8% | Added |
| Miracle Mile Advisors, LLC | 105,219 | $25.8M | 0.52% | +624+0.6% | Added |
| Linscomb & Williams, Inc. | 104,969 | $25.7M | 1.28% | −2,840−2.6% | Reduced |
| Grassi Investment Management | 104,950 | $25.7M | 2.38% | −635−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 104,732 | $25.7M | 1.60% | +4,970+5.0% | Added |
| Cary Street Partners Financial LLC | 104,605 | $25.7M | 0.81% | −1,373−1.3% | Reduced |
| Thomasville National Bank | 104,304 | $25.6M | 1.87% | −83,436−44.4% | Reduced |
| Trexquant Investment LP | 104,189 | $25.6M | 0.30% | +104,189 | New |
| Kornitzer Capital Management Inc | 104,143 | $25.5M | 0.53% | −1,154−1.1% | Reduced |
| Rempart Asset Management Inc. | 104,138 | $25.5M | 5.27% | −13,348−11.4% | Reduced |
| Freestone Capital Holdings, LLC | 104,024 | $25.5M | 0.96% | −4,106−3.8% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 103,746 | $25.4M | 0.50% | +48,998+89.5% | Added |
| Arvest Bank Trust Division | 103,593 | $25.4M | 1.61% | −18,717−15.3% | Reduced |
| Level Four Advisory Services, LLC | 103,284 | $25.3M | 1.04% | +4,259+4.3% | Added |
| Northwest & Ethical Investments L.P. | 103,199 | $25.3M | 0.69% | +9,758+10.4% | Added |
| Birch Hill Investment Advisors LLC | 102,548 | $25.2M | 1.19% | −1,068−1.0% | Reduced |
| Trust Co of Toledo NA | 101,917 | $25.0M | 3.31% | +200.0% | Added |
| Cullen Investment Group, Ltd. | 101,694 | $24.9M | 3.78% | +195+0.2% | Added |
| Ninety One SA (PTY) Ltd | 102,507 | $24.9M | 4.61% | −25,890−20.2% | Reduced |
| CWA Asset Management Group, LLC | 101,367 | $24.9M | 1.19% | −5,779−5.4% | Reduced |
| Lighthouse Investment Partners, LLC | 101,157 | $24.8M | 1.13% | +82,636+446.2% | Added |
| Knights of Columbus Asset Advisors LLC | 101,122 | $24.8M | 1.71% | +40,737+67.5% | Added |
| Empirical Finance, LLC | 100,899 | $24.8M | 1.49% | +1,054+1.1% | Added |
| Edgar Lomax Co | 100,785 | $24.7M | 1.55% | −31,080−23.6% | Reduced |
| Callahan Advisors, LLC | 100,543 | $24.7M | 2.35% | −7,572−7.0% | Reduced |
| Cidel Asset Management Inc | 100,543 | $24.7M | 1.61% | +3,296+3.4% | Added |
| United Bank | 100,447 | $24.6M | 3.13% | −670−0.7% | Reduced |
| Andra AP-fonden | 99,900 | $24.5M | 0.40% | −150,200−60.1% | Reduced |
| Allstate Corp | 99,360 | $24.4M | 0.72% | +14,731+17.4% | Added |
| Oak Harvest Investment Services | 99,342 | $24.4M | 3.40% | +3,855+4.0% | Added |
| Spire Wealth Management | 99,162 | $24.3M | 0.78% | +4,102+4.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 99,381 | $24.3M | 0.71% | −4,643−4.5% | Reduced |
| Summit Trail Advisors, LLC | 99,119 | $24.3M | 0.80% | +9,397+10.5% | Added |
| Capstone Investment Advisors, LLC | 99,009 | $24.3M | 0.22% | +79,558+409.0% | Added |
| Washington Trust Bank | 98,301 | $24.1M | 2.42% | +87+0.1% | Added |
| Hamilton Capital Partners Inc. | 98,251 | $24.1M | 1.55% | +1,516+1.6% | Added |
| Brookstone Capital Management | 98,194 | $24.1M | 0.35% | +12,837+15.0% | Added |
| Tritonpoint Wealth, LLC | 97,926 | $24.0M | 2.29% | −49−0.1% | Reduced |
| Harvest Portfolios Group Inc. | 97,904 | $24.0M | 0.71% | −6,408−6.1% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $24.0M | 1.03% | 00.0% | Unchanged |
| Rice Partnership, LLC | 97,254 | $23.9M | 4.90% | +3,208+3.4% | Added |
| Forbes J M & Co LLP | 96,994 | $23.8M | 2.30% | +2,459+2.6% | Added |
| Easterly Investment Partners LLC | 96,952 | $23.8M | 1.98% | −12,029−11.0% | Reduced |
| Webster Bank, N. A. | 96,631 | $23.7M | 2.61% | −2,813−2.8% | Reduced |
| Davy Global Fund Management Ltd | 96,319 | $23.6M | 2.78% | −934−1.0% | Reduced |
| Pallas Capital Advisors LLC | 96,296 | $23.6M | 0.98% | −7,007−6.8% | Reduced |
| Assenagon Asset Management S.A. | 96,203 | $23.6M | 0.04% | −152−0.2% | Reduced |
| GAMMA Investing LLC | 96,029 | $23.6M | 1.77% | +5,296+5.8% | Added |
| Lyell Wealth Management, LP | 95,780 | $23.5M | 2.20% | +5,725+6.4% | Added |
| Private Management Group Inc | 95,600 | $23.5M | 0.84% | −33,885−26.2% | Reduced |
| TD Private Client Wealth LLC | 95,472 | $23.4M | 0.65% | +1,085+1.1% | Added |
| Albion Financial Group | 95,460 | $23.4M | 1.66% | −108−0.1% | Reduced |
| Mutual Advisors, LLC | 95,935 | $23.4M | 0.67% | −1,686−1.7% | Reduced |
| Courant Investment Management LLC | 94,897 | $23.3M | 19.50% | 00.0% | Unchanged |