JPM JPMORGAN CHASE & CO

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.

Holder	Shares	Value	% of portfolio	Change	Source
Flower City Capital	1,211	$290K	0.18%	0	13F-HR Timeline
OMNI 360 Wealth, Inc.	1,211	$290K	0.19%	-429	13F-HR/A Timeline
EXCHANGE TRADED CONCEPTS, LLC	1,209	$290K	0.01%	-41,688	13F-HR Timeline
Aspect Partners, LLC	1,209	$290K	0.17%	-9	13F-HR Timeline
HANOVER ADVISORS INC	1,208	$290K	0.12%	0	13F-HR Timeline
Prairiewood Capital, LLC	1,207	$289K	0.12%	0	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	1,206	$289K	0.29%		13F-HR Timeline
Geometric Wealth Advisors	1,202	$288K	0.05%	+49	13F-HR Timeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC	1,203	$288K	0.08%	0	13F-HR Timeline
Guardian Financial Partners, LLC	1,201	$288K	0.17%	+113	13F-HR Timeline
CAPSTONE CAPITAL LLC	1,198	$287K	0.23%	-2	13F-HR Timeline
Defined Financial Planning LLC	1,196	$287K	0.31%		13F-HR Timeline
Kingdom Financial Group LLC.	1,194	$286K	0.2%	+6	13F-HR Timeline
Momentous Wealth Management, Inc.	1,193	$286K	0.24%		13F-HR Timeline
SCHOLTZ & COMPANY, LLC	1,191	$285K	0.14%	0	13F-HR Timeline
Capstone Wealth Management, LLC	1,191	$285K	0.28%		13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	1,130	$285K	0.2%	0	13F-HR Timeline
Avid Wealth Partners LLC	1,189	$285K	0.2%	+90	13F-HR Timeline
Cutler Capital Management, LLC	1,188	$285K	0.1%	+688	13F-HR/A Timeline
Veridan Wealth LLC	1,065	$284K	0.13%		13F-HR Timeline
KELLY FINANCIAL GROUP LLC	1,185	$284K	0.1%		13F-HR Timeline
ACT WEALTH MANAGEMENT, LLC	1,184	$284K	0.13%	-118	13F-HR Timeline
Saxony Capital Management, LLC	1,184	$284K	0.25%	+1	13F-HR Timeline
Austin Wealth Management, LLC	1,087	$282K	0.06%	new	13F-HR Timeline
IAG Wealth Partners, LLC	1,175	$282K	0.05%	+105	13F-HR Timeline
Arista Wealth Management, LLC	1,175	$282K	0.07%	0	13F-HR Timeline
Financial Advisory Corp	1,174	$282K	0.05%		13F-HR Timeline
AIFG Consultants Ltd.	1,173	$281K	0.46%	-2	13F-HR Timeline
Dash Acquisitions Inc.	1,047	$280K	0.06%	new	13F-HR Timeline
Prairie Wealth Advisors, Inc.	1,166	$280K	0.13%	-34	13F-HR Timeline
Iron Horse Wealth Management, LLC	1,165	$279K	0.09%	+10	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	1,163	$279K	0.23%	+130	13F-HR Timeline
Significant Wealth Partners LLC	1,162	$278K	0.14%	+8	13F-HR Timeline
Hoese & Co LLP	1,160	$278K	0.24%	+675	13F-HR Timeline
SATOVSKY ASSET MANAGEMENT LLC	1,136	$278K	0.06%	-286	13F-HR Timeline
Equita Financial Network, Inc.	1,158	$278K	0.1%	+88	13F-HR Timeline
MTM FINANCIAL GROUP, LLC	1,157	$277K	0.17%	0	13F-HR Timeline
Aurdan Capital Management, LLC	1,154	$277K	0.11%		13F-HR Timeline
Creekmur Asset Management LLC	1,151	$276K	0.06%	+1	13F-HR Timeline
Leslie Global Wealth, LLC	1,151	$276K	0.13%	+13	13F-HR Timeline
TPG Financial Advisors, LLC	1,149	$275K	0.12%	-55	13F-HR Timeline
Fidato Wealth LLC	1,149	$275K	0.21%	new	13F-HR Timeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC	1,147	$275K	0.1%	new	13F-HR Timeline
Parkshore Wealth Management, Inc.	1,139	$273K	0.16%		13F-HR Timeline
Custos Family Office, LLC	1,138	$273K	0.1%	new	13F-HR Timeline
Orgel Wealth Management, LLC	1,137	$273K	0.01%	+22	13F-HR Timeline
Global Wealth Strategies & Associates	1,136	$272K	0.09%	+485	13F-HR Timeline
Caerus Investment Advisors, LLC	1,133	$272K	0.26%	0	13F-HR Timeline
PCG Wealth Advisors, LLC	1,133	$272K	0.1%	0	13F-HR Timeline
Conrad Siegel Investment Advisors, Inc.	1,131	$271K	0.07%	-30	13F-HR Timeline
JDH Wealth Management, LLC	1,129	$271K	0.24%		13F-HR Timeline
Swan Global Investments, LLCin group Swan Global Investments, LLC	1,128	$270K	0.01%	new	13F-HR Timeline Group
Nautilus Advisors LLC	1,125	$270K	0.21%		13F-HR Timeline
Bellwether Advisors, LLC	1,123	$269K	0.05%	+88	13F-HR Timeline
Bellecapital International Ltd.	1,123	$269K	0.05%	-17	13F-HR Timeline
ADG Wealth Management Group, LLC	1,121	$269K	0.24%		13F-HR Timeline
Frederick Financial Consultants, LLC	1,120	$268K	0.21%		13F-HR Timeline
AUXIER ASSET MANAGEMENT LLC	1,115	$267K	0.04%	0	13F-HR Timeline
Stonehearth Capital Management, LLC	1,114	$267K	0.11%	0	13F-HR Timeline
VanderPol Investments L.L.C.	1,111	$266K	0.58%	+83	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	1,110	$266K	0.23%	+2	13F-HR Timeline
LPWM LLC	1,110	$266K	0.09%	0	13F-HR Timeline
Parkwoods Wealth Partners, LLC	1,110	$266K	0.21%	0	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	1,109	$266K	0.06%	-61	13F-HR Timeline
EAGLE CAPITAL MANAGEMENT LLC	1,109	$266K	<0.01%	0	13F-HR Timeline
Arrowroot Family Office, LLC	1,109	$266K	0.14%	-34	13F-HR Timeline
AAF Wealth Management, LLC	1,105	$265K	0.13%	+115	13F-HR/A Timeline
WESTBOURNE INVESTMENTS, INC.	1,105	$265K	0.16%		13F-HR Timeline
NOVUS ADVISORS, LLC	1,103	$264K	0.26%		13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	1,101	$264K	0.03%	+148	13F-HR Timeline
Leonteq Securities AG	1,100	$264K	0.03%	-18,027	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	1,099	$263K	0.18%	-61	13F-HR Timeline
ShoreHaven Wealth Partners, LLC	1,096	$263K	0.12%	+5	13F-HR Timeline
25 LLC	1,094	$262K	0.11%	+2	13F-HR Timeline
MA Private Wealth	1,093	$262K	0.05%	-15	13F-HR Timeline
Longview Financial Advisors LLC	1,090	$261K	0.18%		13F-HR Timeline
McClarren Financial Advisors, Inc.	1,085	$260K	0.73%	+3	13F-HR Timeline
Lifestyle Asset Management, Inc.	1,083	$260K	0.14%	+46	13F-HR Timeline
Fortis Advisors, LLC	1,081	$259K	0.17%	new	13F-HR Timeline
RETIREMENT PLANNING GROUP, LLC / NY	1,080	$259K	0.29%		13F-HR Timeline
BAKER BOYER NATIONAL BANK	1,078	$258K	0.09%	-170	13F-HR Timeline
Tradewinds Capital Management, LLC	1,077	$258K	0.07%	0	13F-HR Timeline
Annandale Capital, LLC	1,075	$258K	0.05%	0	13F-HR Timeline
CURA WEALTH ADVISORS, LLC	1,074	$257K	0.11%		13F-HR Timeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	1,072	$257K	0.14%	+2	13F-HR Timeline
Vantage Point Financial LLC	1,072	$257K	0.14%		13F-HR Timeline
TABR Capital Management, LLC	1,070	$257K	0.22%		13F-HR Timeline
Rappaport Reiches Capital Management, L…	1,068	$256K	0.07%	+39	13F-HR Timeline
EPIQ PARTNERS, LLC	1,068	$256K	0.14%	0	13F-HR Timeline
Templeton & Phillips Capital Management…	1,065	$255K	0.2%	0	13F-HR Timeline
Newton One Investments LLC	1,065	$255K	0.1%	+6	13F-HR Timeline
WFA Asset Management Corp	1,064	$255K	0.14%	+6	13F-HR Timeline
Parkside Advisors LLC	1,064	$255K	0.06%	0	13F-HR Timeline
New England Research & Management, Inc.	1,065	$255K	0.13%	0	13F-HR Timeline
O'Connor Financial Group LLC	1,063	$255K	0.13%	0	13F-HR Timeline
Life Planning Partners, Inc	1,062	$255K	0.24%	-15	13F-HR/A Timeline
SWP FINANCIAL LLC	1,059	$254K	0.15%	0	13F-HR Timeline
East Coast Asset Management, LLC.	1,056	$253K	0.08%	-100	13F-HR Timeline
Opes Wealth Management LLC	1,056	$253K	0.05%	new	13F-HR Timeline
HILLTOP WEALTH ADVISORS, LLC	1,053	$253K	0.13%	-153	13F-HR Timeline
Comprehensive Financial Management LLC	1,053	$252K	0.01%	0	13F-HR Timeline
Richmond Investment Services, LLC	1,050	$252K	0.14%		13F-HR Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	1,050	$252K	0.07%	-100	13F-HR Timeline
GatePass Capital, LLC	1,049	$251K	0.27%		13F-HR Timeline
ZynergyRetirementPlanningLLC	1,189	$251K	0.18%	0	13F-HR Timeline
Human Investing LLC	1,045	$250K	0.04%	-53	13F-HR Timeline
Wade Financial Advisory, Inc	1,044	$250K	0.08%	0	13F-HR Timeline
Verity Asset Management, Inc.	1,282	$250K	0.14%	+7	13F-HR Timeline
Brueske Advisory Services, LLC	1,043	$250K	0.22%		13F-HR Timeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…	1,042	$250K	0.05%	-500	13F-HR Timeline
Jupiter Wealth Management LLC	1,042	$250K	0.13%	+468	13F-HR Timeline
Mraz, Amerine & Associates, Inc.	1,041	$250K	0.04%	new	13F-HR/A Timeline
Pacific Sage Partners, LLC	1,041	$250K	0.06%	0	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	1,039	$249K	0.22%		13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	1,037	$249K	0.06%	+49	13F-HR Timeline Group
Ironsides Asset Advisors, LLC	1,031	$247K	0.07%	0	13F-HR Timeline
New Millennium Group LLC	1,027	$246K	0.14%	-9,447	13F-HR Timeline
SIGNAL TREE FINANCIAL PARTNERS LLC	1,026	$246K	0.29%		13F-HR Timeline
ACT Advisors, LLC.	1,025	$246K	0.13%	new	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	1,022	$245K	0.17%		13F-HR Timeline
Alamar Capital Management, LLC	1,020	$245K	0.13%	0	13F-HR Timeline
Kelman-Lazarov, Inc.	1,018	$244K	0.04%	-6	13F-HR Timeline
MAS Advisors LLC	1,011	$242K	0.41%	0	13F-HR Timeline
Standard Family Office LLC	1,011	$242K	0.29%	0	13F-HR Timeline
Advus Financial Partners, LLC	1,009	$242K	0.1%	new	13F-HR/A Timeline
Clarus Wealth Advisors	987	$241K	0.12%	-454	13F-HR Timeline
CHASE INVESTMENT COUNSEL CORP	1,006	$241K	0.08%	0	13F-HR Timeline
Next Level Wealth Planning, LLC	1,002	$240K	0.19%		13F-HR Timeline
STONEBRIDGE CAPITAL MANAGEMENT INC	1,000	$240K	0.1%	0	13F-HR Timeline
WEYBOSSET RESEARCH & MANAGEMENT LLC	1,000	$240K	0.08%	0	13F-HR Timeline
WINDWARD CAPITAL MANAGEMENT CO /CA	1,000	$240K	0.02%	0	13F-HR Timeline
Gruss & Co., LLC	1,000	$240K	1.02%	new	13F-HR Timeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC	1,000	$240K	0.04%	0	13F-HR Timeline Group
Shay Capital LLC	1,000	$240K	0.06%	new	13F-HR Timeline
Hedges Asset Management LLC	1,000	$240K	0.16%	-3,300	13F-HR Timeline
StoneCrest Wealth Management, Inc.	1,000	$240K	0.16%	0	13F-HR Timeline
BOCHK Asset Management Ltd	1,000	$240K	0.07%	0	13F-HR Timeline
Stack Financial Management, Inc	998	$239K	0.02%	+27	13F-HR Timeline
Unconventional Investor, LLC	996	$239K	0.14%	0	13F-HR Timeline
Oak Wealth Advisors LLC	990	$237K	0.18%		13F-HR Timeline
Financial Synergies Wealth Advisors, In…	990	$237K	0.03%	-118	13F-HR Timeline
Ferguson Shapiro LLC	989	$237K	0.09%	new	13F-HR Timeline
CORBYN INVESTMENT MANAGEMENT INC/MD	988	$237K	0.08%	-185	13F-HR Timeline
Flagship Private Wealth, LLC	988	$237K	0.11%	+5	13F-HR Timeline
Jackson Wealth Management, LLC	983	$236K	0.03%	0	13F-HR Timeline
Boston Common Asset Management, LLC	984	$236K	0.01%	-99	13F-HR Timeline
Stone House Investment Management, LLC	983	$236K	0.06%	-145	13F-HR Timeline
Hirtle & Co., LLC	982	$235K	0.01%	new	13F-HR Timeline
Everstar Asset Management, LLC	982	$235K	0.17%	-72	13F-HR Timeline
PLANNING ALTERNATIVES LTD /ADV	976	$234K	0.04%	0	13F-HR Timeline
EIGHT 31 FINANCIAL, LLC	976	$234K	0.18%	-73	13F-HR Timeline
CMH Wealth Management LLC	974	$233K	0.05%	0	13F-HR Timeline
WealthCollab, LLC	974	$233K	0.15%	+5	13F-HR Timeline
MEMBERS WEALTH LLC	848	$233K	0.17%		13F-HR Timeline
V-Square Quantitative Management LLC	973	$233K	0.03%	-171	13F-HR Timeline
Aufman Associates Inc	971	$233K	0.16%	-170	13F-HR Timeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…	971	$233K	0.03%	0	13F-HR Timeline
Fusion Family Wealth, LLC	971	$233K	0.02%	new	13F-HR Timeline
West Coast Financial LLC	967	$232K	0.03%	-22	13F-HR Timeline
COREPATH WEALTH PARTNERS LLC	934	$231K	0.23%	-143	13F-HR Timeline
LifePlan Investment Advisors, Inc.	960	$230K	0.14%	-7	13F-HR Timeline
Kropog Financial Group, LLC	960	$230K	0.21%		13F-HR Timeline
HRC WEALTH MANAGEMENT, LLC	958	$230K	0.14%	new	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	956	$229K	0.09%	new	13F-HR Timeline
Jessup Wealth Management, Inc	956	$229K	0.1%	new	13F-HR Timeline
Carroll Investors, Inc	956	$229K	0.13%	0	13F-HR Timeline
AdviceOne Advisory Services, LLC	955	$229K	0.2%		13F-HR Timeline
PFS Partners, LLC	954	$229K	0.12%	-21	13F-HR Timeline
Auour Investments LLC	854	$228K	0.08%	new	13F-HR Timeline
M. Kulyk & Associates, LLC	952	$228K	0.05%	new	13F-HR Timeline
ETF Store, Inc.	951	$228K	0.28%	new	13F-HR Timeline
Timber Creek Capital Management LLC	950	$228K	0.07%	0	13F-HR Timeline
Treasure Coast Financial Planning	950	$228K	0.15%	0	13F-HR Timeline
AtlasMark Financial, Inc	950	$228K	0.21%	0	13F-HR Timeline
Blue Barn Wealth, LLC	949	$227K	0.12%	new	13F-HR Timeline
Magnolia Wealth Management, LLC	949	$227K	0.16%	0	13F-HR Timeline
Noble Family Wealth, LLC	950	$227K	0.06%	new	13F-HR Timeline
Avant Capital LLC	947	$227K	0.19%		13F-HR Timeline
Comprehensive Money Management Services…	947	$227K	0.19%		13F-HR Timeline
Synergy Financial Group, LTD	944	$226K	0.19%	new	13F-HR Timeline
CHECK CAPITAL MANAGEMENT INC/CA	941	$226K	0.01%	new	13F-HR Timeline
Concentrum Wealth Management	940	$225K	0.08%	new	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	939	$225K	0.16%	new	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	938	$225K	0.03%	new	13F-HR Timeline
OLD MISSION CAPITAL LLC	937	$225K	0.01%	new	13F-HR Timeline
DIMENSION CAPITAL MANAGEMENT LLC	934	$224K	0.04%	-35	13F-HR Timeline
Quartz Partners, LLC	934	$224K	0.14%	new	13F-HR Timeline
Spectrum Strategic Capital Management, …	933	$224K	0.14%	new	13F-HR Timeline
Astra Wealth Partners LLC	933	$224K	0.21%		13F-HR Timeline
4J Wealth Management LLC	928	$223K	0.18%	-175	13F-HR Timeline
Leeward Financial Partners, LLC	927	$222K	0.08%	new	13F-HR Timeline
SANDER CAPITAL ADVISORS INC	925	$222K	0.1%	0	13F-HR Timeline
Beacon Harbor Wealth Advisors, Inc.	926	$222K	0.05%	new	13F-HR Timeline
Rock Point Advisors, LLC	926	$222K	0.06%	-136	13F-HR Timeline
THEORY FINANCIAL LLC	925	$222K	0.09%	new	13F-HR Timeline
Capula Management Ltdin group Capula Management Ltd	924	$221K	<0.01%	-1,223	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
Midwest Financial Group LLC	919	$220K	0.13%	new	13F-HR Timeline
One River Asset Management, LLC	920	$220K	0.33%	new	13F-HR Timeline
Boomfish Wealth Group, LLC	918	$220K	0.13%	new	13F-HR Timeline
Beta Wealth Group, Inc.	918	$220K	0.1%	new	13F-HR Timeline