JPMorgan Chase &JPM
13F holders, Q1 2025 (March 31)4,674holders
148new positions
127sold out
18famous investors
$245.09avg. 13F price*
At the end of Q1 2025, 4,674 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, unchanged from Q4 2024. 148 opened new positions and 127 sold out. The largest holders were Vanguard Group Inc. ($66.9B), BlackRock, Inc. ($51.1B) and State Street Corp. ($31.3B). 18 famous investors held it, including Tom Russo (2.9% of Gardner Russo & Quinn's portfolio), Ken Fisher (2.0% of Fisher Asset Management's portfolio) and Andreas Halvorsen (1.7% of Viking Global Investors's portfolio).
- Company
- JPMorgan Chase & Co.
- Sector
- Finance
- CUSIP
- 46625H100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 148 | $1.4B |
| Exits | 127 | $391.4M |
All 13F filers, Q4 2024 → Q1 2025: 44,712,005 shares bought and 70,633,093 shares sold, net −25,921,088 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4,674 holders
| Vanguard Group Inc. | 1.21% | Add +0.1% | 272,796,588 | $66.9B |
| BlackRock, Inc. | 1.08% | Add +0.7% | 208,215,538 | $51.1B |
| State Street Corp. | 1.29% | Add +0.2% | 127,518,423 | $31.3B |
| Morgan Stanley | 1.22% | Add +0.7% | 69,354,784 | $17.0B |
| Geode Capital Management, LLC | 1.17% | Add +2.7% | 60,829,111 | $14.9B |
| Bank of America Corp. | 1.04% | Reduce -3.7% | 47,585,655 | $11.7B |
| FMR LLC | 0.74% | Reduce -2.5% | 47,005,308 | $11.5B |
| Norges Bank | 1.20% | Add +0.7% | 34,922,622 | $8.6B |
| Northern Trust Corp. | 1.21% | Reduce -2.1% | 33,118,098 | $8.1B |
| T. Rowe Price Associates Inc. | 0.88% | Reduce -2.6% | 28,907,315 | $7.1B |
| Capital International Investors | 1.39% | Reduce -12.3% | 28,778,237 | $7.1B |
| Capital World Investors | 1.00% | Reduce -12.8% | 25,178,569 | $6.2B |
| Bank of New York Mellon Corp | 1.21% | Add +1.9% | 24,801,153 | $6.1B |
| Wells Fargo & Company | 1.42% | Reduce -1.0% | 23,997,430 | $5.9B |
| Wellington Management Group LLP | 1.13% | Reduce -18.6% | 23,865,573 | $5.9B |
| Royal Bank of Canada | 1.28% | Add +1.3% | 23,341,904 | $5.7B |
| Ameriprise Financial Inc. | 1.49% | Reduce -0.6% | 22,419,005 | $5.5B |
| UBS Group AG | 1.19% | Add +10.1% | 21,966,473 | $5.4B |
| Capital Research Global Investors | 1.14% | Reduce -6.3% | 21,395,315 | $5.2B |
| Dimensional Fund Advisors LP | 1.23% | Reduce -5.6% | 20,098,773 | $4.9B |
| Goldman Sachs Group Inc. | 0.93% | Reduce -2.1% | 19,891,982 | $4.9B |
| Charles Schwab Investment Management Inc. | 0.91% | Reduce -1.3% | 19,846,063 | $4.9B |
| Legal & General Group Plc | 1.27% | Add +1.8% | 18,950,050 | $4.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.16% | Add +5.1% | 18,441,044 | $4.5B |
| Fisher Asset Management | 1.95% | Add +5.6% | 18,369,132 | $4.5B |
| Massachusetts Financial Services Co. | 1.49% | Reduce -16.6% | 18,197,070 | $4.5B |
| Nuveen, LLC | 1.21% | — | 16,195,706 | $4.0B |
| Raymond James Financial Inc. | 1.35% | Reduce -0.3% | 14,618,167 | $3.6B |
| Invesco Ltd. | 0.64% | Add +4.1% | 13,754,558 | $3.4B |
| Franklin Resources Inc. | 0.95% | Reduce -3.2% | 13,252,097 | $3.3B |
| Barclays PLC | 1.35% | Add +50.6% | 12,059,533 | $3.0B |
| Deutsche Bank AG | 1.07% | Reduce -12.6% | 10,938,032 | $2.7B |
| Neuberger Berman Group LLC | 1.82% | Reduce -2.9% | 8,843,276 | $2.2B |
| Sanders Capital, LLC | 2.85% | Reduce -5.9% | 7,765,918 | $1.9B |
| HSBC Holdings PLC | 1.22% | Add +2.9% | 7,491,760 | $1.8B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2.15% | Reduce -30.3% | 7,447,784 | $1.8B |
| Boston Partners | 2.18% | Reduce -12.1% | 7,352,967 | $1.8B |
| Envestnet Asset Management Inc. | 0.56% | Reduce -0.1% | 7,077,702 | $1.7B |
| PNC Financial Services Group, Inc. | 0.87% | Reduce -0.7% | 6,789,550 | $1.7B |
| Sumitomo Mitsui Trust Group, Inc. | 1.17% | Reduce -1.1% | 6,721,963 | $1.6B |
| Clearbridge Investments, LLC | 1.35% | Reduce -6.6% | 6,267,625 | $1.5B |
| Baird Financial Group, Inc. | 2.88% | Add +2.3% | 6,106,370 | $1.5B |
| Bank of Montreal | 0.80% | Reduce -11.3% | 6,099,772 | $1.5B |
| California Public Employees Retirement System | 1.02% | Reduce -4.9% | 5,938,814 | $1.5B |
| Schroder Investment Management Group | 1.45% | Reduce -3.8% | 5,903,964 | $1.4B |
| Alliancebernstein L.P. | 0.49% | Reduce -10.1% | 5,495,204 | $1.3B |
| Bessemer Group Inc. | 2.39% | Reduce -6.5% | 5,441,020 | $1.3B |
| Principal Financial Group Inc. | 0.75% | Reduce -2.9% | 5,418,498 | $1.3B |
| Amundi | 0.48% | Add +8.5% | 5,766,026 | $1.3B |
| Citigroup Inc. | 1.00% | Add +22.1% | 5,329,090 | $1.3B |
| National Pension Service | 1.23% | Add +2.4% | 5,199,183 | $1.3B |
| Rhumbline Advisers | 1.17% | Reduce -1.1% | 5,113,805 | $1.3B |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1.15% | Add +10.0% | 5,099,724 | $1.3B |
| TD Asset Management Inc | 1.14% | Add +2.2% | 5,068,154 | $1.2B |
| Primecap Management Co. | 1.02% | Reduce -5.1% | 5,048,380 | $1.2B |
| BNP Paribas Financial Markets | 0.95% | Add +31.5% | 4,991,496 | $1.2B |
| Unisphere Establishment | 10.34% | Reduce -9.4% | 4,826,000 | $1.2B |
| JPMorgan Chase & Co. | 0.09% | Add +3.1% | 4,570,228 | $1.1B |
| National Bank of Canada | 1.30% | Add +44.4% | 4,518,740 | $1.1B |
| Janus Henderson Group PLC | 0.60% | Add +7.0% | 4,476,861 | $1.1B |
| California State Teachers Retirement System | 1.33% | Reduce -1.3% | 4,392,751 | $1.1B |
| LPL Financial LLC | 0.42% | Add +9.3% | 4,391,622 | $1.1B |
| American Century Companies Inc. | 0.65% | Add +6.1% | 4,279,194 | $1.0B |
| Canada Pension Plan Investment Board | 0.99% | Add +8.0% | 4,166,815 | $1.0B |
| Stifel Financial Corp. | 1.07% | Reduce -1.0% | 4,112,754 | $1.0B |
| Swedbank AB | 1.33% | Reduce -1.0% | 4,085,771 | $1.0B |
| US Bancorp \de | 1.25% | Reduce -1.3% | 3,799,203 | $932.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 2.03% | Add +2.1% | 3,713,398 | $910.9M |
| Fayez Sarofim & Co | 2.23% | Reduce -3.5% | 3,636,329 | $898.7M |
| New York State Common Retirement Fund | 1.31% | Reduce -2.5% | 3,646,886 | $894.6M |
| Robeco Institutional Asset Management B.V. | 1.65% | Reduce -2.1% | 3,469,165 | $851.0M |
| Ensign Peak Advisors, Inc | 1.62% | Reduce -3.8% | 3,462,739 | $849.4M |
| DekaBank Deutsche Girozentrale | 1.61% | Add +0.1% | 3,429,115 | $823.3M |
| Corient Private Wealth LP | 1.34% | Reduce -5.1% | 3,345,572 | $820.7M |
| Voya Investment Management LLC | 1.07% | Reduce -13.1% | 3,332,008 | $817.3M |
| Allianz Asset Management GmbH | 1.17% | Add +12.6% | 3,242,766 | $795.5M |
| Nordea Investment Management AB | 0.82% | Add +5.0% | 3,215,142 | $775.9M |
| FIL Ltd | 0.73% | Add +4.7% | 3,123,698 | $766.2M |
| Truist Financial Corp. | 1.13% | Add +0.3% | 2,881,064 | $706.7M |
| CIBC Private Wealth Group LLC | 1.49% | Add +0.2% | 3,250,085 | $704.8M |
| Rathbones Group PLC | 3.37% | Add +0.3% | 2,845,039 | $697.9M |
| Mariner, LLC | 1.13% | Add +3.5% | 2,774,723 | $680.6M |
| Prudential Financial Inc. | 0.95% | Reduce -5.3% | 2,728,875 | $669.4M |
| State Board of Administration of Florida Retirement System | 1.33% | Reduce -0.0% | 2,728,380 | $669.3M |
| HighTower Advisors, LLC | 0.90% | Reduce -5.9% | 2,711,347 | $665.1M |
| Manufacturers Life Insurance Company, The | 0.63% | Reduce -0.2% | 2,672,001 | $655.4M |
| Caisse de depot et placement du Quebec | 1.36% | Add +26.5% | 2,650,344 | $650.1M |
| CANADA LIFE ASSURANCE Co | 1.13% | Add +0.1% | 2,607,016 | $640.6M |
| Mackenzie Financial Corp. | 0.91% | Reduce -1.8% | 2,600,651 | $637.9M |
| APG Asset Management N.V. | 1.95% | Add +1.7% | 2,772,680 | $629.6M |
| Adage Capital Partners Gp, L.L.C. | 1.15% | Reduce -3.6% | 2,519,866 | $618.1M |
| Victory Capital Management Inc. | 0.63% | Reduce -7.7% | 2,476,264 | $607.4M |
| Capital Wealth Planning, LLC | 5.23% | Add +2.4% | 2,457,408 | $602.8M |
| Royal London Asset Management Ltd. | 1.35% | Add +6.2% | 2,330,624 | $571.7M |
| New York State Teachers Retirement System | 1.31% | Reduce -4.8% | 2,319,541 | $569.0M |
| Blair William & Co. | 1.72% | Reduce -2.8% | 2,319,136 | $568.9M |
| Aberdeen Group plc | 1.11% | Add +15.8% | 2,344,483 | $568.2M |
| Storebrand Asset Management As | 1.84% | Reduce -5.3% | 2,310,426 | $566.7M |
| Cibc World Market Inc. | 1.29% | Add +35.0% | 2,295,809 | $563.2M |
| Citadel Advisors | 0.55% | Add +3.2% | 2,254,819 | $553.1M |
"% of holder's portfolio" is JPM's weight in each manager's 13F, not the share of JPMorgan Chase & Co. the manager owns.