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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,613 managers (4,678 13F filers) reported a position in JPM shares at 2024-12-31, 2,046,246,860 shares in all. 159 filers opened a position and 83 filers sold out during the quarter.

Managers
4,613
13F filers
4,678
New
159
Added
1,715
Reduced
1,943
Sold out
83
Shares held by filers
2,046,246,860

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SANDERS MORRIS HARRIS LLC19,984$4.81M0.72%-51013F-HRTimeline
Joseph Group Capital Management20,011$4.8M1.89%+1,85813F-HRTimeline
Pines Wealth Management, LLC19,992$4.8M2.09%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC19,983$4.79M0.73%-49113F-HRTimeline
Nicholas Investment Partners, LP19,967$4.79M0.42%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC19,948$4.78M1.82%-3,06413F-HR/ATimeline
Avidian Wealth Enterprises, LLC19,919$4.77M0.21%+22813F-HRTimeline
Resurgent Financial Advisors LLC19,918$4.77M2.81%-61713F-HRTimeline
Archford Capital Strategies, LLC19,914$4.77M0.72%-1913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM19,871$4.76M0.77%-1,07113F-HRTimelineGroup
Freedom Together Foundation19,855$4.76M0.53%-80,00013F-HRTimeline
BANK OZK19,805$4.75M1.97%-1,53013F-HRTimeline
Kampmann Melissa S.19,796$4.75M3.73%-2,25513F-HRTimeline
Intellectus Partners, LLC19,795$4.75M1.05%+2813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/19,776$4.74M0.26%+19613F-HRTimeline
New Republic Capital, LLC19,735$4.73M3.09%+48513F-HRTimeline
Tyche Wealth Partners LLC19,709$4.72M1%+2,17013F-HRTimeline
Cove Private Wealth, LLC19,698$4.72M2.84%+1,29813F-HRTimeline
Proquility Private Wealth Partners, LLC19,680$4.72M1.52%+1413F-HRTimeline
Pure Financial Advisors, LLC19,652$4.71M0.11%-6613F-HRTimeline
Integrated Investment Consultants, LLC19,634$4.71M0.97%-20,50813F-HR/ATimeline
WRAPMANAGER INC19,615$4.7M1.2%-1,08313F-HRTimeline
Kera Capital Partners, Inc.19,600$4.7M1.35%13F-HRTimeline
Peachtree Investment Partners, LLC19,578$4.69M1.76%-55913F-HRTimeline
Savvy Advisors, Inc.19,566$4.69M0.56%+6,12013F-HRTimeline
Poehling Capital Management, INC.19,558$4.69M1.15%-18213F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…19,451$4.66M0.05%+9,22613F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.19,415$4.65M1.92%+61513F-HRTimeline
Raab & Moskowitz Asset Management LLC19,400$4.65M1.14%+2,11113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC19,396$4.65M0.58%+2,26213F-HRTimeline
Sculati Wealth Management, LLC19,375$4.64M1.84%-37013F-HR/ATimeline
RAELIPSKIE PARTNERSHIP19,368$4.64M2.31%+10413F-HRTimeline
Mirabaud & Cie SA19,366$4.64M1.49%-88013F-HRTimeline
Lodestone Wealth Management LLC19,354$4.64M2.33%-2,20913F-HRTimeline
Huber Capital Management LLC19,333$4.63M0.92%013F-HRTimeline
OPINICUS CAPITAL, INC.19,325$4.63M3.89%-15213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…19,304$4.63M1.31%-27113F-HRTimeline
Brooklyn Investment Group19,297$4.63M1.38%+80413F-HRTimeline
Adero Partners, LLC19,278$4.62M0.3%+47213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC19,271$4.62M0.87%+25613F-HRTimeline
HARVEY INVESTMENT CO LLC19,266$4.62M0.53%013F-HRTimeline
Trinity Financial Advisors LLC19,241$4.62M1.75%-18313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC19,249$4.61M0.53%+80013F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC19,228$4.61M2.43%+31013F-HRTimeline
FCG Investment Co19,228$4.61M2.8%+1,02113F-HRTimeline
Mayflower Financial Advisors, LLC19,198$4.6M0.69%-18113F-HRTimeline
WASATCH ADVISORS LP19,184$4.6M0.02%-1,03613F-HRTimeline
Fischer Financial Services, Inc.19,173$4.6M1.45%13F-HRTimeline
Arax Advisory Partners19,158$4.59M0.29%+9,55913F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT19,149$4.59M3.28%-50013F-HRTimeline
GTS SECURITIES LLC19,128$4.59M0.22%+13,02913F-HRTimeline
WMS Partners, LLC19,114$4.58M0.26%-1,17213F-HRTimeline
Aljian Capital Management, LLC19,068$4.57M0.99%-20413F-HRTimeline
Nvest Financial, LLC19,065$4.57M2.32%+1,49713F-HRTimeline
St. Louis Trust Co19,040$4.56M0.65%013F-HRTimeline
INSPIRE TRUST CO, N.A.19,000$4.55M1.16%-30913F-HRTimeline
180 WEALTH ADVISORS, LLC18,996$4.55M0.71%-33613F-HRTimeline
Aaron Wealth Advisors LLC18,973$4.55M0.53%+51713F-HRTimeline
Ethos Financial Group, LLC18,765$4.55M0.59%+62413F-HRTimeline
Peak Planning Group, LLC18,945$4.54M1.89%+13813F-HRTimeline
Miller Investment Management, LP18,935$4.54M0.5%013F-HRTimeline
Leisure Capital Management18,919$4.54M1.78%-15913F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC18,917$4.54M1.62%-10,04813F-HRTimeline
WHITE PINE CAPITAL LLC18,910$4.53M1.53%-413F-HRTimeline
Quadcap Wealth Management, LLC18,903$4.53M0.67%-93113F-HRTimeline
Sugarloaf Wealth Management, LLC18,886$4.53M0.86%-2,95813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC18,882$4.53M1.17%+6,81213F-HR/ATimeline
Gold Investment Management Ltd.18,881$4.53M1.91%-30513F-HRTimeline
Tranquility Partners, LLC18,814$4.52M1.7%-3913F-HRTimeline
Hedeker Wealth, LLC18,862$4.52M1.13%-12013F-HRTimeline
Canton Hathaway, LLC18,839$4.52M1.13%-5013F-HRTimeline
Missouri Trust & Investment Co18,805$4.51M1.58%-9313F-HRTimeline
Catalyst Funds Management Pty Ltd18,800$4.51M1.11%-10013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…18,777$4.5M1.11%+28113F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC18,769$4.5M3.98%-11913F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC18,702$4.48M0.79%+72813F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC18,699$4.48M2.1%-13813F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.18,667$4.47M2.99%-1,19913F-HRTimeline
Aureus Asset Management, LLC18,655$4.47M0.29%+1,35013F-HRTimeline
Harold Davidson & Associates Inc.18,637$4.47M2.14%13F-HRTimeline
Piscataqua Savings Bank18,636$4.47M3.84%-53813F-HRTimeline
OAK FAMILY ADVISORS, LLC18,623$4.46M1.75%+19013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC18,590$4.46M1.74%+20513F-HRTimeline
DENALI ADVISORS LLC18,570$4.45M0.47%-40013F-HRTimeline
United Advisor Group, LLC18,561$4.45M0.88%+16213F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…18,521$4.44M0.17%new13F-HRTimelineGroup
Huntleigh Advisors, Inc.18,505$4.44M0.96%13F-HRTimeline
Good Life Advisors, LLC18,468$4.43M0.32%-86713F-HRTimeline
1900 WEALTH MANAGEMENT LLC18,444$4.42M0.37%-2,43713F-HRTimeline
O'Dell Group, LLC18,439$4.42M1%-1,00613F-HRTimeline
Processus Wealth & Capital Management, …18,415$4.41M3.52%-59813F-HRTimeline
Holowesko Partners Ltd.18,400$4.41M2.02%013F-HRTimeline
Bell Bank18,391$4.41M0.33%+35913F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC18,342$4.4M4.1%-6813F-HRTimeline
Heartland Bank & Trust Co18,341$4.4M2.39%-67813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC18,335$4.4M0.48%-75513F-HRTimeline
Wynn Capital, LLC18,264$4.38M2.76%-57913F-HRTimeline
Winthrop Advisory Group LLC18,259$4.38M0.53%+1,12413F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC18,246$4.37M3.64%-7,88613F-HRTimeline
MATHER GROUP, LLC.18,213$4.37M0.06%+25613F-HRTimeline
FIRST UNITED BANK & TRUST18,208$4.36M1.59%-11413F-HRTimeline
Goldstone Financial Group, LLC18,207$4.36M0.68%-43513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO18,190$4.36M1.03%-15213F-HRTimeline
Archer Investment Corp18,183$4.36M1.16%+113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC18,179$4.36M0.04%-37,16713F-HRTimelineGroup
Snider Financial Group18,143$4.35M1.35%-3013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,115$4.34M0.39%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC18,110$4.34M1.93%-22213F-HRTimeline
Klingman & Associates, LLC18,099$4.34M0.27%-9,15813F-HRTimeline
OUTFITTERS FINANCIAL LLC18,097$4.34M3.47%-59013F-HRTimeline
Oak Asset Management, LLC18,067$4.33M1.6%-15113F-HRTimeline
Aspen Investment Management Inc18,046$4.33M2.01%-14313F-HRTimeline
L.M. KOHN & COMPANY18,020$4.32M1.12%-1513F-HRTimeline
MONECO ADVISORS, LLC18,016$4.32M0.46%+3,09813F-HR/ATimeline
Banco de Sabadell, S.A17,972$4.31M3.38%+8713F-HRTimeline
Venturi Wealth Management, LLC17,934$4.3M0.21%+8,81913F-HRTimeline
Hanson & Doremus Investment Management17,906$4.29M0.67%+1,15313F-HRTimeline
Aries Wealth Management17,893$4.29M1.18%013F-HRTimeline
BCGM Wealth Management, LLC17,881$4.29M1.36%-2,53413F-HRTimeline
GUERRA PAN ADVISORS, LLC17,876$4.29M3.1%+3013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …17,870$4.28M0.55%+2,70213F-HRTimelineGroup
Atlantic Edge Private Wealth Management…17,836$4.28M1.32%+8013F-HRTimeline
MeadowBrook Investment Advisors LLC17,827$4.27M3.79%-26713F-HRTimeline
Stamos Capital Partners, L.P.17,810$4.27M1%-9,54013F-HRTimeline
Forza Wealth Management, LLC17,803$4.27M1.94%+5713F-HRTimeline
Continuum Advisory, LLC17,795$4.27M0.55%+26413F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE17,787$4.26M1.26%-47513F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.17,786$4.26M3.76%13F-HRTimeline
Worth Financial Advisory Group, LLC17,715$4.25M2.61%-81313F-HRTimeline
FLOW TRADERS U.S. LLC17,679$4.24M0.17%new13F-HRTimeline
Register Financial Advisors LLC17,613$4.22M2.12%-53713F-HRTimeline
apricus wealth, LLC17,608$4.22M2.74%-2,68713F-HRTimeline
DOVER ADVISORS, LLC17,600$4.22M2.42%-4113F-HRTimeline
Crescent Sterling, Ltd.17,589$4.22M4.33%-70113F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…17,587$4.22M1.49%-97613F-HRTimeline
Convergence Investment Partners, LLC17,511$4.2M0.94%-3,26413F-HRTimeline
Ausdal Financial Partners, Inc.17,497$4.19M0.36%+8,89713F-HRTimeline
Cetera Trust Company, N.A17,486$4.19M2.72%-36513F-HRTimeline
CNB Bank17,434$4.18M1.94%-12713F-HRTimeline
3Chopt Investment Partners, LLC17,430$4.18M1.43%+6913F-HRTimeline
SMITH, MOORE & CO.17,399$4.17M0.38%-61013F-HRTimeline
Van Cleef Asset Management,Inc17,387$4.17M0.46%-31913F-HRTimeline
Hartford Funds Management Co LLC17,378$4.17M0.38%+1,10113F-HRTimeline
WP Advisors, LLC17,346$4.16M1.39%+10413F-HRTimeline
Glen Eagle Advisors, LLC17,301$4.15M0.69%+47913F-HRTimeline
Benin Management CORP17,264$4.14M1.14%+4013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC17,249$4.13M0.3%+1,03513F-HRTimeline
Weil Company, Inc.17,231$4.13M1.43%-1,89213F-HRTimeline
LRI Investments, LLC40,114$4.13M0.4%013F-HRTimeline
National Philanthropic Trust17,166$4.11M0.06%+4,24213F-HRTimeline
Valley Brook Capital Group, Inc.17,150$4.11M3.07%+1813F-HRTimeline
Sawyer & Company, Inc17,050$4.09M1.51%-94513F-HRTimeline
NWF Advisory Services Inc.17,033$4.08M0.6%-2,30913F-HRTimeline
Bull Street Advisors, LLC17,021$4.08M1.97%-8713F-HRTimeline
CENTRAL BANK & TRUST CO16,980$4.07M0.62%-1,58613F-HRTimeline
Phoenix Wealth Advisors16,962$4.07M1.76%-44913F-HRTimeline
Portside Wealth Group, LLC16,932$4.06M0.67%+1,29013F-HR/ATimeline
Marest Capital, LLC16,899$4.05M3.27%+13213F-HRTimeline
Center for Financial Planning, Inc.16,875$4.05M0.54%-53613F-HRTimeline
Wills Financial Group, Inc.16,861$4.04M1.75%+89713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…16,854$4.04M1.36%-5,99313F-HRTimelineGroup
KKM Financial LLC16,854$4.04M1.68%+64013F-HRTimeline
Central Pacific Bank - Trust Division16,847$4.04M0.53%-10413F-HRTimeline
Congress Park Capital LLC16,833$4.04M1.47%-1,14513F-HRTimeline
Antonelli Financial Advisors, LLC16,816$4.03M3.41%13F-HRTimeline
Game Plan Financial Advisors, LLC16,781$4.03M1.91%+1013F-HRTimeline
Evelyn Partners Investment Management (…16,788$4.02M1.46%13F-HRTimeline
Townsend & Associates, Inc15,298$4.02M0.41%-35813F-HRTimeline
VISION FINANCIAL MARKETS LLC16,775$4.02M4.34%13F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC16,761$4.02M1.24%+6,05113F-HRTimeline
Marion Wealth Management16,748$4.01M1.06%-2413F-HRTimeline
Main Street Financial Solutions, LLC16,746$4.01M0.4%+1,06313F-HRTimeline
Cordgrass Capital Advisors, LLC16,711$4.01M1.16%-7213F-HRTimeline
JPL Wealth Management, LLC16,703$4M1.15%13F-HRTimeline
SEARLE & CO.16,688$4M1.15%-287,55413F-HRTimeline
Simplicity Wealth,LLC16,679$4M0.83%-14,00413F-HRTimeline
Manchester Capital Management LLC16,665$3.99M0.46%-3,53713F-HRTimeline
CONDOR CAPITAL MANAGEMENT16,654$3.99M0.35%-23913F-HRTimeline
Prudent Man Advisors, LLC16,651$3.99M1.45%-1,79313F-HRTimeline
Slocum, Gordon & Co LLP16,644$3.99M3.28%-10013F-HRTimeline
Watts Gwilliam & Co., LLC16,406$3.99M0.84%-1,06413F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.16,613$3.98M1.84%-15713F-HRTimeline
Moser Wealth Advisors, LLC16,584$3.98M2.07%-10013F-HRTimeline
DILLON & ASSOCIATES INC16,563$3.98M0.55%+2513F-HRTimeline
Impact Capital Partners LLC16,564$3.97M1.41%13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV16,553$3.97M2.12%-51713F-HRTimeline
Financial Engines Advisors L.L.C.16,549$3.97M0.01%+8,21713F-HRTimeline
KP Management LLC16,527$3.96M1.39%013F-HRTimeline
Crews Bank & Trust16,431$3.94M0.66%13F-HRTimeline
NVWM, LLC16,402$3.93M0.99%-43113F-HRTimeline
WEALTH ALLIANCE, LLC16,380$3.93M0.47%+41113F-HRTimeline
First City Capital Management, Inc.16,356$3.92M2.09%-20613F-HRTimeline
SG Americas Securities, LLC16,351$3.92M0.02%-469,72513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,344$3.92M0.58%+1413F-HRTimeline
BKM Wealth Management, LLC16,335$3.92M1.61%+93813F-HRTimeline
Quadrant Private Wealth Management, LLC16,318$3.91M0.96%-11313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV16,315$3.91M1.16%+43513F-HRTimeline
FLC Capital Advisors16,276$3.9M0.9%-2,73513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding16,264$3.9MnewTimeline
Optas, LLC16,258$3.9M0.84%+28713F-HRTimeline