JPMorgan Chase &JPM
13F holders, Q4 2024 (December 31)4,674holders +463
157new positions
81sold out
15famous investors
$239.45avg. 13F price*
At the end of Q4 2024, 4,674 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 463 from Q3 2024. 157 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($65.3B), BlackRock, Inc. ($49.5B) and State Street Corp. ($30.5B). 15 famous investors held it, including Andreas Halvorsen (5.8% of Viking Global Investors's portfolio), Tom Russo (3.4% of Gardner Russo & Quinn's portfolio) and Ken Fisher (1.7% of Fisher Asset Management's portfolio).
- Company
- JPMorgan Chase & Co.
- Sector
- Finance
- CUSIP
- 46625H100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 157 | $995.5M |
| Exits | 81 | $347.0M |
All 13F filers, Q3 2024 → Q4 2024: 59,145,229 shares bought and 54,141,884 shares sold, net +5,003,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4,674 holders
| Vanguard Group Inc. | 1.14% | Add +0.1% | 272,384,047 | $65.3B |
| BlackRock, Inc. | 1.01% | Add +2.1% | 206,688,240 | $49.5B |
| State Street Corp. | 1.21% | Add +1.0% | 127,285,458 | $30.5B |
| Morgan Stanley | 1.16% | Reduce -0.5% | 68,844,649 | $16.5B |
| Geode Capital Management, LLC | 1.10% | Add +1.5% | 59,220,603 | $14.2B |
| Bank of America Corp. | 1.10% | Reduce -1.3% | 49,393,655 | $11.8B |
| FMR LLC | 0.69% | Reduce -0.3% | 48,208,266 | $11.6B |
| Norges Bank | 1.09% | Reduce -3.2% | 34,670,579 | $8.3B |
| Northern Trust Corp. | 1.15% | Add +15.4% | 33,845,676 | $8.1B |
| Capital International Investors | 1.48% | Reduce -2.8% | 32,833,483 | $7.9B |
| T. Rowe Price Associates Inc. | 0.82% | Reduce -1.4% | 29,693,944 | $7.1B |
| Wellington Management Group LLP | 1.29% | Reduce -1.6% | 29,330,608 | $7.0B |
| Capital World Investors | 1.05% | Reduce -16.0% | 28,873,932 | $6.9B |
| Bank of New York Mellon Corp | 1.08% | Reduce -3.2% | 24,346,927 | $5.8B |
| Wells Fargo & Company | 1.40% | Reduce -1.0% | 24,236,810 | $5.8B |
| Royal Bank of Canada | 1.20% | Reduce -4.6% | 23,033,823 | $5.5B |
| Capital Research Global Investors | 1.13% | Add +9.2% | 22,841,033 | $5.5B |
| Ameriprise Financial Inc. | 1.39% | Reduce -2.1% | 22,544,716 | $5.4B |
| Massachusetts Financial Services Co. | 1.65% | Reduce -12.5% | 21,831,090 | $5.2B |
| Dimensional Fund Advisors LP | 1.23% | Reduce -2.6% | 21,292,349 | $5.1B |
| Goldman Sachs Group Inc. | 0.93% | Add +7.5% | 20,320,229 | $4.9B |
| Charles Schwab Investment Management Inc. | 0.89% | Add +0.4% | 20,103,063 | $4.8B |
| UBS Group AG | 1.07% | Add +4.5% | 19,961,287 | $4.8B |
| Legal & General Group Plc | 1.18% | Add +1.2% | 18,610,663 | $4.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.98% | Add +16.3% | 17,550,491 | $4.2B |
| Fisher Asset Management | 1.66% | Add +3.7% | 17,401,436 | $4.2B |
| Nuveen Asset Management, LLC | 1.08% | Reduce -2.1% | 15,966,240 | $3.8B |
| Raymond James Financial Inc. | 1.30% | — | 14,655,399 | $3.5B |
| Franklin Resources Inc. | 0.93% | Reduce -9.2% | 13,684,786 | $3.3B |
| Invesco Ltd. | 0.59% | Reduce -1.8% | 13,207,448 | $3.2B |
| Deutsche Bank AG | 1.18% | Reduce -0.4% | 12,510,063 | $3.0B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2.76% | Add +31.4% | 10,684,810 | $2.6B |
| Neuberger Berman Group LLC | 1.73% | Reduce -5.6% | 9,110,620 | $2.2B |
| Boston Partners | 2.45% | Reduce -3.4% | 8,362,997 | $2.0B |
| Sanders Capital, LLC | 2.89% | Add +0.7% | 8,250,369 | $2.0B |
| Barclays PLC | 0.95% | Reduce -12.0% | 8,007,741 | $1.9B |
| Viking Global Investors | 5.79% | Add +102.0% | 7,466,187 | $1.8B |
| HSBC Holdings PLC | 1.08% | Reduce -10.2% | 7,282,254 | $1.7B |
| Envestnet Asset Management Inc. | 0.55% | Add +1.0% | 7,083,363 | $1.7B |
| Bank of Montreal | 0.83% | Reduce -17.4% | 6,878,949 | $1.6B |
| PNC Financial Services Group, Inc. | 1.10% | Reduce -0.9% | 6,834,223 | $1.6B |
| Sumitomo Mitsui Trust Group, Inc. | 1.10% | Reduce -3.1% | 6,798,411 | $1.6B |
| Clearbridge Investments, LLC | 1.31% | Reduce -7.7% | 6,709,410 | $1.6B |
| California Public Employees Retirement System | 1.00% | Reduce -3.5% | 6,242,298 | $1.5B |
| Schroder Investment Management Group | 1.41% | Add +6.8% | 6,138,808 | $1.5B |
| Alliancebernstein L.P. | 0.50% | Add +2.1% | 6,109,144 | $1.5B |
| Baird Financial Group, Inc. | 2.74% | Add +1.7% | 5,966,701 | $1.4B |
| Bessemer Group Inc. | 2.28% | Reduce -1.4% | 5,822,364 | $1.4B |
| Principal Financial Group Inc. | 0.73% | Reduce -4.2% | 5,578,586 | $1.3B |
| Amundi | 0.45% | Reduce -15.4% | 5,313,437 | $1.3B |
| Unisphere Establishment | 11.13% | Reduce -0.4% | 5,327,000 | $1.3B |
| Primecap Management Co. | 0.99% | Reduce -5.8% | 5,319,450 | $1.3B |
| Rhumbline Advisers | 1.11% | Reduce -2.5% | 5,172,257 | $1.2B |
| National Pension Service | 1.15% | Reduce -3.5% | 5,077,397 | $1.2B |
| TD Asset Management Inc | 1.05% | Add +3.0% | 4,959,479 | $1.2B |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1.09% | Add +8.0% | 4,634,377 | $1.1B |
| California State Teachers Retirement System | 1.25% | Reduce -3.7% | 4,449,737 | $1.1B |
| JPMorgan Chase & Co. | 0.08% | Reduce -0.4% | 4,432,760 | $1.1B |
| Citigroup Inc. | 1.01% | Reduce -1.1% | 4,365,182 | $1.0B |
| Janus Henderson Group PLC | 0.51% | Reduce -13.6% | 4,182,161 | $1.0B |
| Stifel Financial Corp. | 1.04% | Add +0.9% | 4,156,140 | $996.3M |
| Swedbank AB | 1.22% | Reduce -1.4% | 4,127,198 | $989.3M |
| American Century Companies Inc. | 0.56% | Reduce -3.4% | 4,034,538 | $967.1M |
| LPL Financial LLC | 0.39% | Add +8.2% | 4,017,292 | $963.0M |
| Canada Pension Plan Investment Board | 0.88% | Reduce -6.3% | 3,858,960 | $925.0M |
| US Bancorp \de | 1.21% | Reduce -1.2% | 3,849,092 | $922.7M |
| Voya Investment Management LLC | 1.11% | Add +6.6% | 3,835,922 | $919.5M |
| Fayez Sarofim & Co | 2.21% | Add +14.9% | 3,769,853 | $910.2M |
| BNP Paribas Financial Markets | 0.71% | Reduce -14.1% | 3,796,659 | $910.1M |
| New York State Common Retirement Fund | 1.20% | Add +0.2% | 3,740,260 | $896.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.88% | Reduce -16.9% | 3,637,154 | $871.9M |
| Ensign Peak Advisors, Inc | 1.53% | Reduce -2.5% | 3,599,140 | $862.7M |
| Robeco Institutional Asset Management B.V. | 1.61% | Add +2.6% | 3,542,509 | $849.2M |
| Corient Private Wealth LP | 1.39% | Reduce -4.6% | 3,526,963 | $838.5M |
| DekaBank Deutsche Girozentrale | 1.51% | No change | 3,427,167 | $816.6M |
| CIBC Private Wealth Group LLC | 1.43% | Reduce -2.1% | 3,242,788 | $788.4M |
| National Bank of Canada | 0.97% | Reduce -15.5% | 3,129,749 | $750.2M |
| Nordea Investment Management AB | 0.77% | Add +14.5% | 3,062,925 | $735.0M |
| FIL Ltd | 0.67% | Add +5.2% | 2,982,605 | $715.0M |
| HighTower Advisors, LLC | 0.95% | Add +5.4% | 2,881,451 | $690.7M |
| Prudential Financial Inc. | 0.95% | Reduce -9.4% | 2,880,517 | $690.5M |
| Allianz Asset Management GmbH | 1.00% | Reduce -11.4% | 2,878,895 | $690.1M |
| Truist Financial Corp. | 1.08% | Add +0.5% | 2,870,965 | $688.2M |
| Rathbones Group PLC | 3.29% | Add +4.8% | 2,836,572 | $680.0M |
| State Board of Administration of Florida Retirement System | 1.24% | Reduce -0.7% | 2,729,180 | $654.2M |
| Victory Capital Management Inc. | 0.64% | Reduce -1.5% | 2,683,987 | $643.4M |
| Mariner, LLC | 1.08% | Add +6.4% | 2,679,863 | $642.4M |
| Manufacturers Life Insurance Company, The | 0.56% | Reduce -0.9% | 2,677,736 | $641.9M |
| Mackenzie Financial Corp. | 0.86% | Reduce -6.4% | 2,646,963 | $634.5M |
| APG Asset Management N.V. | 1.76% | Add +457.7% | 2,725,473 | $630.9M |
| Adage Capital Partners Gp, L.L.C. | 1.10% | Reduce -4.3% | 2,613,266 | $626.4M |
| CANADA LIFE ASSURANCE Co | 1.08% | Add +1.3% | 2,603,619 | $624.5M |
| Storebrand Asset Management As | 1.78% | Add +1.5% | 2,439,608 | $584.8M |
| New York State Teachers Retirement System | 1.23% | Reduce -5.5% | 2,436,623 | $584.1M |
| Capital Wealth Planning, LLC | 5.32% | Reduce -4.0% | 2,400,139 | $575.3M |
| Blair William & Co. | 1.66% | Reduce -1.0% | 2,384,611 | $571.6M |
| 1832 Asset Management L.P. | 1.01% | Add +1.8% | 2,366,981 | $567.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 1.70% | Add +6.8% | 2,127,083 | $549.8M |
| Focus Partners Wealth | 1.41% | Add +49.2% | 2,253,300 | $540.1M |
| Natixis Advisors, LLC | 0.99% | Reduce -0.6% | 2,211,850 | $530.2M |
"% of holder's portfolio" is JPM's weight in each manager's 13F, not the share of JPMorgan Chase & Co. the manager owns.