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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
New Harbor Financial Group, LLC915$219K0.07%-8513F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC915$219K0.07%-12,72713F-HRTimeline
McGrath & Associates, Inc.915$219K0.44%13F-HRTimeline
WealthCare Investment Partners, LLC912$219K0.1%new13F-HRTimeline
Main Street Group, LTD913$219K0.08%-1513F-HRTimeline
Ameraudi Asset Management, Inc.912$219K0.12%new13F-HRTimeline
Reliant Investment Management, LLC911$218K0.1%new13F-HRTimeline
David Kennon Inc911$218K0.09%new13F-HRTimeline
Hoya Capital Real Estate, LLC910$218K4.12%new13F-HRTimeline
Attessa Capital LLC910$218K0.15%13F-HRTimeline
Altiora Financial Group, LLC908$218K0.05%new13F-HRTimeline
GEM Asset Management, LLC906$217K0.12%new13F-HRTimeline
Gator Capital Management, LLC905$217K0.08%new13F-HRTimeline
Disciplined Investments, LLC904$217K0.11%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC904$217K0.14%new13F-HRTimeline
Kades & Cheifetz LLC904$217K0.11%-6813F-HRTimeline
Corus Family Wealth Advisors902$216K0.15%new13F-HRTimeline
O'Brien Wealth Partners LLC901$216K0.04%-8813F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC900$216K0.23%new13F-HRTimeline
Barnes Wealth Management Group, Inc899$215K0.14%13F-HRTimeline
Pineridge Advisors LLC898$215K0.08%+54913F-HRTimeline
Trust Co of Kansas899$215K0.1%new13F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc896$215K0.13%13F-HRTimeline
Financial Guidance Group, Inc.894$214K0.12%new13F-HRTimeline
Campbell Deegan Wealth Management, LLC892$214K0.26%13F-HRTimeline
Integras Partners LLC891$214K0.18%13F-HRTimeline
Friday Financial890$213K0.15%13F-HRTimeline
Fairman Group, LLC888$213K0.18%-1213F-HRTimeline
Mullaney, Keating & Wright, Inc.883$212K0.14%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska879$211K0.03%13F-HRTimelineGroup
RFG Holdings, Inc.877$211K0.07%new13F-HRTimeline
Spectrum Investment Advisors, Inc.878$210K0.14%new13F-HRTimeline
CHB Investment Group, LLC878$210K0.11%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC875$210K0.11%13F-HRTimeline
Comprehensive Financial Planning, Inc./…873$209K0.18%13F-HRTimeline
Financial Avengers, Inc.872$209K0.1%+413F-HRTimeline
Hapanowicz & Associates Financial Servi…872$209K0.1%new13F-HRTimeline
Austin Asset Management Co Inc870$209K0.04%new13F-HRTimeline
Chris Bulman Inc870$209K0.13%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC867$208K0.21%013F-HRTimeline
Eastover Investment Advisors LLC863$207K0.1%-27213F-HRTimeline
Legend Financial Advisors, Inc.863$207K0.15%013F-HRTimeline
Runnymede Capital Advisors, Inc.862$207K0.18%13F-HRTimeline
Beacon Financial Strategies CORP862$207K0.14%new13F-HRTimeline
BALANCED WEALTH GROUP LLC768$205K0.09%new13F-HRTimeline
Innovative Wealth Building LLC856$205K0.19%13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC852$204K<0.01%new13F-HRTimeline
UNIO CAPITAL LLC852$204K0.07%-41913F-HRTimeline
PUZO MICHAEL J850$204K0.06%new13F-HRTimeline
Rodgers & Associates, LTD848$203K0.02%new13F-HRTimeline
Milestone Asset Management Group, LLC848$203K0.18%13F-HRTimeline
Peak Financial Management, Inc.846$203K0.06%new13F-HRTimeline
JBGlobal.com LLC844$202K0.21%13F-HRTimeline
PETERSON WEALTH MANAGEMENT842$202K0.12%new13F-HRTimeline
Davidson Kahn Capital Management, LLC842$202K0.19%13F-HRTimeline
Three Cord True Wealth Management, LLC840$201K0.17%13F-HRTimeline
RAHLFS CAPITAL, LLC838$201K0.2%13F-HR/ATimeline
SLT Holdings LLC835$200K0.19%13F-HRTimeline
Ball & Co Wealth Management Inc.831$199K0.16%13F-HRTimeline
Principia Wealth Advisory, LLC826$198K0.19%13F-HRTimeline
TruNorth Capital Management, LLC812$195K0.05%+14713F-HRTimeline
PINNEY & SCOFIELD, INC.810$194K0.15%13F-HRTimeline
Navigoe, LLC801$191K0.19%13F-HRTimeline
Vermillion Wealth Management, Inc.790$189K0.1%13F-HRTimeline
TD Capital Management LLC783$188K0.02%-4913F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.774$186K0.93%new13F-HRTimeline
Graney & King, LLC773$185K0.14%13F-HRTimeline
Promus Capital, LLC764$183K0.14%13F-HR/ATimeline
Valued Wealth Advisors LLC753$180K0.11%-12013F-HRTimeline
Mendota Financial Group, LLC747$179K0.12%-9513F-HRTimeline
Dunhill Financial, LLC735$176K0.08%+13813F-HRTimeline
Painted Porch Advisors LLC727$174K0.09%+42913F-HRTimeline
Wingate Wealth Advisors, Inc.727$174K0.17%13F-HRTimeline
Tidemark, LLC725$174K0.07%+5113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.713$171K0.03%-6413F-HRTimeline
Synergy Investment Management, LLC710$170K0.07%13F-HRTimeline
Financial Life Planners700$168K0.14%13F-HRTimeline
Briaud Financial Planning Inc704$168K0.07%+50513F-HRTimeline
Guardian Wealth Management, Inc.697$167K0.11%-1413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC678$163K<0.01%new13F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.675$162K0.08%-113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…661$158K0.05%013F-HRTimeline
Stuart Chaussee & Associates, Inc.659$158K0.04%+15713F-HRTimeline
Darwin Wealth Management, LLC657$158K0.05%-1,44313F-HR/ATimeline
WPG Advisers, LLC655$157K0.15%13F-HRTimeline
Evolution Advisers, Inc.657$157K0.09%013F-HRTimeline
Denver PWM, LLC623$149K0.06%-13413F-HRTimeline
DecisionPoint Financial, LLC610$146K0.04%013F-HRTimeline
Disciplina Capital Management LLC605$145K0.02%+413F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.604$145K0.13%013F-HRTimeline
West Financial Advisors, LLC603$145K0.03%+42813F-HRTimeline
MidAtlantic Capital Management, Inc.600$144K0.11%-4313F-HRTimeline
Creative Capital Management Investments…598$143K0.06%+41113F-HRTimeline
Talon Private Wealth, LLC596$143K0.03%+16313F-HR/ATimeline
Sherman Asset Management, Inc.576$138K0.13%13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC569$136K0.05%013F-HRTimeline
WealthTrak Capital Management LLC567$136K0.11%13F-HRTimeline
EnRich Financial Partners LLC562$135K0.04%013F-HRTimeline
Davis Capital Management555$133K0.11%013F-HRTimeline
REAP Financial Group, LLC552$132K0.03%+7513F-HRTimeline
Horrell Capital Management, Inc.547$131K0.04%013F-HRTimeline
LGT Financial Advisors LLC545$131K0.29%+50013F-HRTimeline
Transcendent Capital Group LLC536$128K0.07%013F-HRTimeline
XY Capital Ltd528$127K0.14%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC517$124K0.02%013F-HRTimeline
Pingora Partners LLC505$121K0.08%-15813F-HRTimeline
Accordant Advisory Group Inc501$120K0.12%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC495$119K0.05%-56413F-HRTimeline
GF FUND MANAGEMENT CO. LTD.475$114K<0.01%13F-HRTimeline
Signature Resources Capital Management,…474$114K0.1%013F-HRTimeline
Clark Wealth Partners460$110K0.09%13F-HRTimeline
Northwest Capital Management Inc459$110K0.05%-12013F-HRTimeline
Nordwand Advisors, LLC439$105K0.04%013F-HRTimeline
Stelac Advisory Services LLC435$104K0.04%new13F-HRTimeline
Bay Harbor Wealth Management, LLC434$104K0.03%-5513F-HRTimeline
Ridgewood Investments LLC431$103K0.05%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC430$103K0.05%013F-HRTimeline
Parkworth Wealth Management, Inc.424$102K0.08%13F-HRTimeline
Decker Retirement Planning Inc.418$100K0.06%13F-HRTimeline
Wood Tarver Financial Group, LLC421$100K0.03%13F-HRTimeline
Red Tortoise LLC411$98.5K0.05%013F-HRTimeline
DiNuzzo Private Wealth, Inc.403$96.6K0.01%+113F-HRTimeline
Marquette Asset Management, LLC400$95.9K0.02%013F-HRTimeline
Fairway Wealth LLC394$94.4K0.04%new13F-HRTimeline
CURIO WEALTH, LLC380$91.1K0.05%13F-HRTimeline
FLP Wealth Management, LLC358$85.8K0.22%13F-HRTimeline
Robbins Farley346$82.9K0.04%013F-HRTimeline
Copia Wealth Management334$80.1K0.08%13F-HRTimeline
Quarry LP325$77.9K0.02%new13F-HRTimeline
Retirement Wealth Solutions LLC313$75.1K0.06%13F-HRTimeline
Kings Path Partners LLC311$74.5K0.03%-2,09313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC301$72.2K0.05%13F-HRTimeline
MONTAG & CALDWELL, LLC300$71.9K0.02%new13F-HRTimeline
Financial Network Wealth Advisors LLC300$71.9K0.13%-52513F-HRTimeline
Ravenstone Capital Management Inc.300$71.9K0.04%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…298$71.4K0.03%+4313F-HRTimelineGroup
E Fund Management (Hong Kong) Co., Ltd.297$71K0.06%new13F-HRTimeline
Navera Investment Management Ltd.280$67.1K<0.01%-1,08013F-HRTimeline
Legacy Investment Solutions, LLC242$66.7K0.04%+3013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…242$66.7K0.04%+3013F-HRTimelineGroup
Tower View Wealth Management LLC276$66.2K0.03%+113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.276$66.1K0.06%13F-HRTimeline
Capital A Wealth Management, LLC267$64K0.11%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …265$63.5K0.01%+26213F-HRTimelineGroup
True Wealth Design, LLC259$62.1K0.02%+2513F-HRTimeline
PMV Capital Advisers, LLC250$59.9K0.16%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC247$59.2K<0.01%new13F-HR/ATimeline
Vermillion & White Wealth Management Gr…234$56.1K0.04%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC232$56K0.13%-3113F-HRTimeline
Minot DeBlois Advisors LLC225$53.9K0.05%13F-HRTimeline
Horizons Wealth Management225$53.9K0.04%-5313F-HRTimeline
Bear Mountain Capital, Inc.202$53.7K0.02%013F-HRTimeline
Grayhawk Investment Strategies Inc.222$53.2K0.1%013F-HRTimeline
Glass Jacobson Investment Advisors llc222$53.2K0.02%+6513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cedar Mountain Advisors, LLC217$52.1K0.01%-3413F-HRTimeline
West Oak Capital, LLC21,342$51.2K1.81%-4513F-HR/ATimeline
HORIZON FINANCIAL SERVICES, LLC212$50.8K0.03%-27213F-HRTimeline
KIECKHEFER GROUP LLC210$50.3K0.03%13F-HRTimeline
Ulland Investment Advisors, LLC209$50K0.03%013F-HRTimeline
Robinswood Financial LLC207$49.7K0.02%013F-HRTimeline
Bare Financial Services, Inc203$48.7K0.02%013F-HRTimeline
Lowe Wealth Advisors, LLC201$48.2K0.02%+5113F-HRTimeline
Atlantic Private Wealth, LLC200$47.9K0.04%013F-HRTimeline
Kathleen S. Wright Associates Inc.200$47.9K0.02%013F-HRTimeline
Richardson Capital Management LLC192$46K0.03%013F-HRTimeline
Collier Financial188$45.1K0.04%13F-HRTimeline
Measured Risk Portfolios, Inc.184$44.1K0.05%13F-HRTimeline
Lummis Asset Management, LP182$43.6K0.06%-67613F-HRTimeline
New England Capital Financial Advisors …181$43.3K0.02%+113F-HRTimeline
Midwest Capital Advisors, LLC180$43K0.03%13F-HRTimeline
Prudent Man Investment Management, Inc.178$42.7K0.02%13F-HRTimeline
Strengthening Families & Communities, L…171$41K0.02%+113F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA156$37.3K0.09%13F-HRTimeline
Carolina Wealth Advisors, LLC149$35.7K0.02%-4013F-HRTimeline
Sellwood Investment Partners LLC140$33.6K0.02%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC138$33.3K0.04%013F-HRTimeline
Morton Brown Family Wealth, LLC134$32.2K0.01%+1813F-HRTimeline
Financial Connections Group, Inc.130$31K0.01%+2513F-HRTimeline
Breakwater Investment Management127$30.4K0.01%013F-HR/ATimeline
SWAN Capital LLC125$30K0.01%013F-HRTimeline
Clarity Asset Management, Inc.123$29.5K0.02%+113F-HRTimeline
Redwood Park Advisors LLC120$28.8K0.02%13F-HRTimeline
CAPITAL & PLANNING, LLC105$25.2K0.02%13F-HRTimeline
Westend Capital Management, LLC102$24.4K0.01%013F-HRTimeline
10Elms LLP100$24K0.02%13F-HRTimeline
Advantage Trust Co90$21.6K0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.75$20K0.01%new13F-HRTimeline
Sanctuary Wealth Management, L.L.C.82$19.7K0.01%+6213F-HRTimeline
Innovative Advisory Group, LLC75$18K0.02%13F-HRTimeline
Keystone Financial Group, Inc.74$17.7K0.01%13F-HRTimeline
JDM Financial Group LLC65$15.6K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC64$15.3K0.01%+3413F-HRTimeline
PayPay Securities Corp64$15.3K0.67%-213F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…64$15K<0.01%new13F-HRTimelineGroup
WINNACLE WEALTH LLC60$14.2K0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc50$12K<0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC48$11.5K0.01%13F-HRTimeline
LANARK FINANCIAL, INC.41$9.98K0.91%-43,96913F-HRTimeline
PFG Private Wealth Management, LLC38$9.11K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC31$7.43K<0.01%013F-HRTimeline