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 |
|---|---|---|---|---|---|
| Old National Bancorp | 94,687 | $23.2M | 0.61% | −7,715−7.5% | Reduced |
| Bourgeon Capital Management LLC | 94,549 | $23.2M | 4.99% | −30,971−24.7% | Reduced |
| GHP Investment Advisors, Inc. | 94,432 | $23.2M | 1.11% | +1,676+1.8% | Added |
| Rossmore Private Capital | 94,279 | $23.1M | 2.85% | +756+0.8% | Added |
| Baldwin Brothers Inc | 94,046 | $23.1M | 1.62% | +241+0.3% | Added |
| J.W. Cole Advisors, Inc. | 93,952 | $23.0M | 0.72% | +36,212+62.7% | Added |
| Fort Sheridan Advisors LLC | 93,844 | $23.0M | 3.49% | −2,937−3.0% | Reduced |
| Talbot Financial, LLC | 93,740 | $23.0M | 2.88% | −2,309−2.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 93,700 | $23.0M | 2.44% | −9,015−8.8% | Reduced |
| CSM Advisors, LLC | 93,142 | $22.8M | 1.25% | −2,135−2.2% | Reduced |
| Bragg Financial Advisors, Inc | 93,128 | $22.8M | 0.94% | −2,069−2.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 93,113 | $22.8M | 1.66% | −19,297−17.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 93,090 | $22.8M | 0.39% | −4,835−4.9% | Reduced |
| Leavell Investment Management, Inc. | 93,083 | $22.8M | 1.13% | −820−0.9% | Reduced |
| Independence Bank of Kentucky | 92,782 | $22.8M | 3.56% | +1,920+2.1% | Added |
| Ballentine Partners, LLC | 92,461 | $22.7M | 0.39% | +1,698+1.9% | Added |
| Harbour Trust & Investment Management Co | 92,428 | $22.7M | 2.75% | +4,888+5.6% | Added |
| Fiduciary Group LLC | 92,070 | $22.6M | 2.26% | −633−0.7% | Reduced |
| Kodai Capital Management LP | 91,534 | $22.5M | 0.89% | −16,879−15.6% | Reduced |
| We Are One Seven, LLC | 91,471 | $22.4M | 0.87% | −1,821−2.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 91,404 | $22.4M | 1.93% | +446+0.5% | Added |
| Coldstream Capital Management Inc | 91,333 | $22.4M | 0.48% | +478+0.5% | Added |
| RPG Investment Advisory, LLC | 90,601 | $22.2M | 1.59% | +46,641+106.1% | Added |
| Procyon Private Wealth Partners, LLC | 90,497 | $22.2M | 1.35% | +564+0.6% | Added |
| Edge Wealth Management LLC | 90,235 | $22.1M | 4.49% | +853+1.0% | Added |
| Grimes & Company, Inc. | 90,208 | $22.1M | 0.68% | +695+0.8% | Added |
| Bleakley Financial Group, LLC | 90,126 | $22.1M | 0.71% | +2,399+2.7% | Added |
| Cincinnati Financial Corp | 90,000 | $22.1M | 0.49% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 90,714 | $22.0M | 0.82% | −27,593−23.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 89,773 | $22.0M | 0.67% | +24,965+38.5% | Added |
| Canada Post Corp Registered Pension Plan | 89,507 | $22.0M | 9.69% | −1,860−2.0% | Reduced |
| Alberta Investment Management Corp | 89,420 | $21.9M | 0.15% | −300−0.3% | Reduced |
| Applied Finance Capital Management, LLC | 89,402 | $21.9M | 1.61% | −140,766−61.2% | Reduced |
| Guardian Partners Inc. | 90,917 | $21.9M | 2.26% | −3,698−3.9% | Reduced |
| Evergreen Capital Management LLC | 89,079 | $21.9M | 0.73% | −35,566−28.5% | Reduced |
| Trust Co of Virginia | 89,076 | $21.9M | 2.02% | −2,874−3.1% | Reduced |
| Terry L. Blaker | 89,018 | $21.8M | 0.87% | −1,913−2.1% | Reduced |
| Wedbush Securities Inc | 89,007 | $21.8M | 0.80% | +4,244+5.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 88,930 | $21.8M | 0.35% | −460−0.5% | Reduced |
| Canandaigua National Bank & Trust Co | 88,684 | $21.8M | 2.17% | −3,529−3.8% | Reduced |
| Mission Wealth Management, LP | 88,270 | $21.7M | 0.54% | +8,057+10.0% | Added |
| Motco | 88,110 | $21.6M | 2.28% | −6,569−6.9% | Reduced |
| Westchester Capital Management, Inc. | 88,094 | $21.6M | 5.37% | +1,813+2.1% | Added |
| J. Safra Sarasin Holding AG | 88,035 | $21.6M | 0.39% | −3,768−4.1% | Reduced |
| Logan Capital Management Inc | 87,255 | $21.4M | 0.97% | −24,031−21.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 86,973 | $21.3M | 0.82% | +3,960+4.8% | Added |
| CAPROCK Group, Inc. | 86,780 | $21.3M | 0.65% | +6,977+8.7% | Added |
| Stratos Wealth Advisors, LLC | 86,777 | $21.3M | 1.16% | +25,126+40.8% | Added |
| Davis-Rea Ltd. | 86,425 | $21.2M | 5.65% | +41,613+92.9% | Added |
| Longbow Finance SA | 86,408 | $21.2M | 2.54% | −18,556−17.7% | Reduced |
| Barlow Wealth Partners, Inc. | 86,992 | $21.2M | 2.78% | +983+1.1% | Added |
| Cohen Capital Management, Inc. | 86,318 | $21.2M | 3.63% | −14,540−14.4% | Reduced |
| Montag A & Associates Inc | 85,953 | $21.1M | 1.05% | +260.0% | Added |
| Picton Mahoney Asset Management | 85,633 | $21.0M | 0.72% | +32,553+61.3% | Added |
| Cyndeo Wealth Partners, LLC | 85,625 | $21.0M | 1.38% | +14,705+20.7% | Added |
| NewSquare Capital LLC | 85,906 | $20.9M | 1.71% | +789+0.9% | Added |
| Nixon Peabody Trust Co | 85,081 | $20.9M | 1.77% | −273−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 83,653 | $20.9M | 0.69% | +1,104+1.3% | Added |
| Tokio Marine Asset Management Co Ltd | 85,040 | $20.9M | 0.76% | +3,639+4.5% | Added |
| Laurion Capital Management LP | 84,666 | $20.8M | 1.60% | +84,666 | New |
| Woodmont Investment Counsel LLC | 84,665 | $20.8M | 1.50% | +973+1.2% | Added |
| Courier Capital LLC | 84,645 | $20.8M | 1.36% | +47+0.1% | Added |
| Sand Hill Global Advisors, LLC | 84,110 | $20.6M | 0.85% | −1,566−1.8% | Reduced |
| Alerus Financial NA | 84,019 | $20.6M | 1.65% | +8,868+11.8% | Added |
| Generate Investment Management Ltd | 83,987 | $20.6M | 1.45% | +45,879+120.4% | Added |
| Biondo Investment Advisors, LLC | 83,891 | $20.6M | 2.92% | −4,255−4.8% | Reduced |
| Dnca Finance | 83,471 | $20.5M | 1.70% | −395−0.5% | Reduced |
| GDS Wealth Management | 83,349 | $20.4M | 1.74% | +3,474+4.3% | Added |
| Ledyard National Bank | 82,904 | $20.3M | 2.01% | −2,184−2.6% | Reduced |
| Aviance Capital Partners, LLC | 82,900 | $20.3M | 2.86% | +235+0.3% | Added |
| Dynamic Advisor Solutions LLC | 82,762 | $20.3M | 0.67% | −3,357−3.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 82,680 | $20.3M | 2.29% | −1,546−1.8% | Reduced |
| Bridgewater Associates, LP | 82,467 | $20.2M | 0.09% | +82,467 | New |
| Clarity Financial LLC | 82,252 | $20.2M | 2.32% | +14,206+20.9% | Added |
| Charter Trust Co | 82,063 | $20.1M | 1.33% | −3,823−4.5% | Reduced |
| Middleton & Co Inc | 81,792 | $20.1M | 2.34% | −2,269−2.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 81,732 | $20.0M | 1.44% | −51,392−38.6% | Reduced |
| JGP Wealth Management, LLC | 81,691 | $20.0M | 2.64% | −10,696−11.6% | Reduced |
| Peak Asset Management, LLC | 81,279 | $19.9M | 3.79% | −4,065−4.8% | Reduced |
| Palisade Asset Management, LLC | 80,883 | $19.8M | 2.04% | −400.0% | Reduced |
| Gotham Asset Management, LLC | 80,758 | $19.8M | 0.17% | +8,235+11.4% | Added |
| Cullinan Associates Inc | 80,383 | $19.7M | 1.39% | −2,759−3.3% | Reduced |
| Forum Financial Management, LP | 80,350 | $19.7M | 0.33% | −2,629−3.2% | Reduced |
| Verdence Capital Advisors LLC | 80,185 | $19.7M | 1.50% | −454−0.6% | Reduced |
| King Wealth | 80,037 | $19.6M | 2.98% | −165−0.2% | Reduced |
| General American Investors Co Inc | 80,000 | $19.6M | 1.46% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $19.6M | 2.38% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 79,895 | $19.6M | 0.91% | −2,336−2.8% | Reduced |
| Siemens Fonds Invest GmbH | 79,851 | $19.6M | 1.35% | +731+0.9% | Added |
| Anderson Hoagland & Co | 90,305 | $19.6M | 2.32% | −8,210−8.3% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 79,598 | $19.6M | 0.88% | −24,932−23.9% | Reduced |
| MainStreet Investment Advisors LLC | 79,775 | $19.6M | 2.85% | −3,249−3.9% | Reduced |
| Interval Partners, LP | 79,757 | $19.6M | 0.69% | +3,605+4.7% | Added |
| Balyasny Asset Management LLC | 79,712 | $19.6M | 0.05% | +71,997+933.2% | Added |
| WoodTrust Financial Corp | 79,564 | $19.5M | 2.73% | −486−0.6% | Reduced |
| Farmers Trust Co | 79,537 | $19.5M | 3.67% | −5,187−6.1% | Reduced |
| Whitener Capital Management, Inc. | 79,496 | $19.5M | 5.52% | −341−0.4% | Reduced |
| Banque Cantonale Vaudoise | 79,482 | $19.5M | 0.86% | +79,482 | New |
| Novare Capital Management LLC | 79,351 | $19.5M | 1.70% | −2,083−2.6% | Reduced |
| Ritholtz Wealth Management | 78,931 | $19.4M | 0.58% | +1,784+2.3% | Added |