Skip to content

JPM JPMORGAN CHASE & CO

Follow

COM (common), issuer CIK 19617

4,614 managers (4,677 13F filers) reported a position in JPM shares at 2025-03-31, 2,017,943,741 shares in all. 149 filers opened a position and 132 filers sold out during the quarter.

Managers
4,614
13F filers
4,677
New
149
Added
1,873
Reduced
2,142
Sold out
132
Shares held by filers
2,017,943,741

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Beta Wealth Group, Inc.919$226K0.08%+113F-HRTimeline
Brown Financial Advisory918$225K0.14%new13F-HRTimeline
USA FINANCIAL FORMULAS918$225K0.04%new13F-HRTimeline
Diametric Capital, LP917$225K0.27%-2,38713F-HRTimeline
Aurdan Capital Management, LLC914$224K0.08%-24013F-HRTimeline
Ameraudi Asset Management, Inc.912$224K0.13%013F-HRTimeline
David Kennon Inc911$223K0.09%013F-HRTimeline
Hoya Capital Real Estate, LLC910$223K4.36%013F-HRTimeline
Attessa Capital LLC910$223K0.15%013F-HRTimeline
Kaufman Rossin Wealth, LLC909$223K0.16%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS909$223K0.18%-25413F-HRTimeline
Altiora Financial Group, LLC908$223K0.05%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC906$222K0.13%+213F-HRTimeline
Gator Capital Management, LLC905$222K0.08%013F-HRTimeline
Barnes Wealth Management Group, Inc904$222K0.14%+513F-HRTimeline
Trust Co of Kansas899$221K0.12%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC900$221K0.24%013F-HRTimeline
GEM Asset Management, LLC906$221K0.12%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc896$220K0.15%013F-HRTimeline
Rialto Wealth Management, LLC894$219K0.07%-97613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC940$218K0.12%-80013F-HRTimeline
DAHRING | CUSMANO LLC884$217K0.19%-98813F-HRTimeline
Integras Partners LLC883$217K0.2%-813F-HRTimeline
Mullaney, Keating & Wright, Inc.883$217K0.15%013F-HRTimeline
COREPATH WEALTH PARTNERS LLC919$216K0.21%-1513F-HRTimeline
SLT Holdings LLC881$216K0.2%+4613F-HRTimeline
City Center Advisors, LLC877$215K0.25%new13F-HRTimeline
CHB Investment Group, LLC878$215K0.11%013F-HRTimeline
Peak Financial Management, Inc.872$214K0.06%+2613F-HRTimeline
Seven Springs Wealth Group, LLC869$213K0.08%new13F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC867$213K0.06%new13F-HRTimelineGroup
Boomfish Wealth Group, LLC864$212K0.14%-5413F-HRTimeline
Legend Financial Advisors, Inc.863$212K0.16%013F-HRTimeline
JFG Wealth Management, LLC861$211K0.05%-66113F-HRTimeline
Fortis Capital Management LLC860$211K0.04%new13F-HRTimeline
Lummis Asset Management, LP858$210K0.15%+67613F-HRTimeline
Beacon Financial Strategies CORP856$210K0.14%-613F-HRTimeline
WealthCare Investment Partners, LLC916$210K0.09%+413F-HRTimeline
Cardinal Capital Management, Inc.855$210K0.01%-4,38013F-HRTimeline
Auour Investments LLC854$209K0.08%013F-HRTimeline
Phocas Financial Corp.851$209K0.03%new13F-HRTimeline
Hapanowicz & Associates Financial Servi…850$209K0.12%-2213F-HRTimeline
PUZO MICHAEL J850$209K0.06%013F-HRTimeline
ETF Store, Inc.850$208K0.26%-10113F-HRTimeline
Gallacher Capital Management LLC849$208K0.1%new13F-HRTimeline
Milestone Asset Management Group, LLC849$208K0.19%+113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC849$208K<0.01%-313F-HRTimeline
Rodgers & Associates, LTD848$208K0.03%013F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…849$208K0.09%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC845$207K0.15%new13F-HRTimeline
Endowment Wealth Management, Inc.843$207K0.13%new13F-HRTimeline
Pachira Investments Inc.852$207K0.15%new13F-HRTimeline
RAHLFS CAPITAL, LLC838$206K0.21%013F-HRTimeline
Eastover Investment Advisors LLC835$205K0.1%-2813F-HRTimeline
Ball & Co Wealth Management Inc.835$204K0.22%+413F-HRTimeline
Graney & King, LLC832$204K0.15%+5913F-HRTimeline
ShankerValleau Wealth Advisors, Inc.831$204K0.07%new13F-HRTimeline
Fonville Wealth Management LLC831$204K0.06%new13F-HRTimeline
Alamar Capital Management, LLC830$204K0.12%-19013F-HRTimeline
BCU Wealth Advisors, LLC829$203K0.11%new13F-HRTimeline
Bonfire Financial828$203K0.19%new13F-HRTimeline
Capital Investment Services of America,…827$203K0.02%new13F-HRTimeline
Hirtle & Co., LLC826$203K0.01%-15613F-HRTimeline
Headland Capital, LLC822$202K0.07%new13F-HRTimeline
Campbell Deegan Wealth Management, LLC820$201K0.23%-7213F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC817$200K0.04%new13F-HRTimeline
eCIO, Inc.814$200K0.07%13F-HRTimeline
Financial Avengers, Inc.814$200K0.1%-5813F-HR/ATimeline
XY Capital Ltd804$197K0.13%+27613F-HRTimeline
1 NORTH WEALTH SERVICES LLC800$196K0.09%new13F-HRTimeline
Principia Wealth Advisory, LLC833$195K0.19%+713F-HRTimeline
Financial Life Planners794$195K0.19%+9413F-HRTimeline
Vermillion Wealth Management, Inc.792$194K0.06%+213F-HRTimeline
Quest 10 Wealth Builders, Inc.784$192K0.21%-42213F-HRTimeline
Promus Capital, LLC765$188K0.14%+113F-HR/ATimeline
Valued Wealth Advisors LLC753$185K0.11%013F-HRTimeline
WPG Advisers, LLC749$184K0.17%+9413F-HRTimeline
Synergy Investment Management, LLC742$182K0.08%+3213F-HRTimeline
Tidemark, LLC711$174K0.06%-1413F-HRTimeline
Navigoe, LLC711$174K0.15%-9013F-HRTimeline
Olde Wealth Management, LLC709$173K0.06%new13F-HRTimeline
Briaud Financial Planning Inc704$172K0.07%013F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…697$171K0.04%-112,97813F-HRTimeline
Sarver Vrooman Wealth Advisors677$166K0.11%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.675$166K0.07%013F-HRTimeline
TD Capital Management LLC672$165K0.02%-11113F-HRTimeline
Guardian Wealth Management, Inc.668$164K0.11%-2913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…661$162K0.06%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.654$160K0.14%+5013F-HRTimeline
Runnymede Capital Advisors, Inc.653$160K0.15%-20913F-HRTimeline
Evolution Advisers, Inc.651$159K0.08%-613F-HRTimeline
Darwin Wealth Management, LLC657$158K0.05%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC640$157K0.06%new13F-HRTimeline
Mendota Financial Group, LLC639$157K0.17%-10813F-HRTimeline
Dunhill Financial, LLC624$153K0.07%-11113F-HRTimeline
DecisionPoint Financial, LLC610$150K0.04%013F-HRTimeline
Creative Capital Management Investments…598$147K0.06%013F-HRTimeline
WealthTrak Capital Management LLC594$146K0.13%+2713F-HRTimeline
Financial Network Wealth Advisors LLC591$145K0.19%+29113F-HRTimeline
New Millennium Group LLC588$144K0.09%-43913F-HRTimeline
Bay Harbor Wealth Management, LLC582$143K0.05%+14813F-HRTimeline
Standard Family Office LLC576$141K0.19%-43513F-HRTimeline
Sherman Asset Management, Inc.570$140K0.13%-613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC569$140K0.05%013F-HRTimeline
West Financial Advisors, LLC566$139K0.03%-3713F-HRTimeline
Horrell Capital Management, Inc.547$134K0.06%013F-HRTimeline
Davis Capital Management530$130K0.1%-2513F-HRTimeline
Cooksen Wealth, LLC643$129K0.13%new13F-HRTimeline
Cloud Capital Management, LLC520$127K0.09%13F-HRTimeline
Stuart Chaussee & Associates, Inc.504$124K0.03%-15513F-HRTimeline
Accordant Advisory Group Inc501$123K0.12%013F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC496$122K0.02%-2113F-HRTimeline
Signature Resources Capital Management,…474$116K0.1%013F-HRTimeline
Main Street Group, LTD469$115K0.04%-44413F-HRTimeline
Clark Wealth Partners462$113K0.08%+213F-HRTimeline
Northwest Capital Management Inc459$113K0.05%013F-HRTimeline
Ridgewood Investments LLC453$111K0.05%+2213F-HRTimeline
Wood Tarver Financial Group, LLC452$111K0.04%+3113F-HRTimeline
ABOUND FINANCIAL, LLC440$108K0.05%new13F-HRTimeline
Painted Porch Advisors LLC440$108K0.05%-28713F-HRTimeline
Nordwand Advisors, LLC439$108K0.04%013F-HRTimeline
CURIO WEALTH, LLC4$106K0.77%-37613F-HRTimeline
MILLER WEALTH ADVISORS, LLC430$105K0.06%013F-HRTimeline
Inlight Wealth Management, LLC427$105K0.06%new13F-HRTimeline
Parkworth Wealth Management, Inc.426$105K0.08%+213F-HRTimeline
Red Tortoise LLC411$101K0.05%013F-HRTimeline
DiNuzzo Private Wealth, Inc.403$98.9K0.01%013F-HRTimeline
Marquette Asset Management, LLC400$98.1K0.02%013F-HRTimeline
Pingora Partners LLC395$96.9K0.07%-11013F-HRTimeline
True Wealth Design, LLC392$96.1K0.04%+13313F-HRTimeline
Strengthening Families & Communities, L…386$94.6K0.06%+21513F-HRTimeline
Ulland Investment Advisors, LLC384$94K0.08%+17513F-HRTimeline
Robinswood Financial LLC377$92.6K0.03%+17013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.349$86K0.08%+5213F-HRTimeline
Robbins Farley346$84.9K0.05%013F-HRTimeline
Financial Connections Group, Inc.343$84K0.04%+21313F-HRTimeline
Copia Wealth Management334$81.9K0.08%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC319$78.2K<0.01%+7213F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…316$78K<0.01%+25213F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC317$77.8K0.06%+1613F-HRTimeline
Retirement Wealth Solutions LLC313$76.8K0.06%013F-HRTimeline
Kings Path Partners LLC311$76.3K0.04%013F-HRTimeline
MONTAG & CALDWELL, LLC300$73.6K0.02%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…298$73.1K0.03%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …289$70.9K0.02%13F-HRTimelineGroup
Navera Investment Management Ltd.280$68.7K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC278$68.2K0.07%+1113F-HRTimeline
Tower View Wealth Management LLC277$68K0.04%+113F-HRTimeline
Disciplina Capital Management LLC252$61.7K0.01%-35313F-HRTimeline
PMV Capital Advisers, LLC250$61.3K0.15%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…242$59.4K0.04%013F-HRTimelineGroup
Pineridge Advisors LLC235$57.7K0.02%-66313F-HRTimeline
Vermillion & White Wealth Management Gr…234$57.4K0.04%013F-HRTimeline
Bare Financial Services, Inc225$55.2K0.02%+2213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…228$55K<0.01%-7,13013F-HRTimelineGroup
Grayhawk Investment Strategies Inc.222$54.5K0.12%013F-HRTimeline
Cedar Mountain Advisors, LLC218$53.4K0.01%+113F-HRTimeline
Glass Jacobson Investment Advisors llc222$53.2K0.02%013F-HRTimeline
Bear Mountain Capital, Inc.217$53.1K0.02%+1513F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC217$53K0.13%-1513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC203$49.8K0.03%-913F-HR/ATimeline
Lowe Wealth Advisors, LLC201$49.3K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC200$49.1K0.04%013F-HRTimeline
Kathleen S. Wright Associates Inc.200$49.1K0.02%013F-HRTimeline
Horizons Wealth Management200$49.1K0.04%-2513F-HRTimeline
West Oak Capital, LLC19,782$48.5K1.88%-1,56013F-HRTimeline
Collier Financial189$46.4K0.04%+113F-HRTimeline
New England Capital Financial Advisors …181$44.3K0.02%013F-HRTimeline
Midwest Capital Advisors, LLC180$44.1K0.03%013F-HRTimeline
Prudent Man Investment Management, Inc.178$42.7K0.02%013F-HRTimeline
Morton Brown Family Wealth, LLC162$39.7K0.01%+2813F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA156$38.3K0.09%013F-HRTimeline
Decker Retirement Planning Inc.151$37K0.02%-26713F-HRTimeline
Carolina Wealth Advisors, LLC149$36.5K0.02%013F-HRTimeline
Fairway Wealth LLC144$35.3K0.01%-25013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC135$33.2K0.04%-313F-HRTimeline
Curat Global, LLC135$33.1K0.04%13F-HRTimeline
Breakwater Investment Management127$31.2K0.01%013F-HRTimeline
PFG Private Wealth Management, LLC125$30.7K0.02%+8713F-HRTimeline
SWAN Capital LLC125$30.7K0.01%013F-HRTimeline
University of Illinois Foundation125$30.5K0.01%new13F-HRTimeline
Redwood Park Advisors LLC120$29.4K0.02%013F-HRTimeline
Clarity Asset Management, Inc.116$28.5K0.02%-713F-HRTimeline
MJT & Associates Financial Advisory Gro…116$28.5K0.03%13F-HRTimeline
Westend Capital Management, LLC102$25K0.01%013F-HRTimeline
10Elms LLP100$24.5K0.02%013F-HRTimeline
Goodman Advisory Group, LLC93$22.8K0.01%new13F-HR/ATimeline
Advantage Trust Co90$22.1K0.01%013F-HRTimeline
WINNACLE WEALTH LLC89$21.7K0.02%+2913F-HRTimeline
Fairman Group, LLC77$18.5K0.02%-81113F-HRTimeline
Keystone Financial Group, Inc.74$18.4K0.01%013F-HRTimeline
Innovative Advisory Group, LLC75$18.4K0.02%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC69$16.9K0.03%new13F-HRTimeline
Resolute Advisors LLC66$16.2K<0.01%-1,23913F-HRTimeline
JDM Financial Group LLC65$15.9K0.01%013F-HRTimeline
POM Investment Strategies, LLC64$15.7K0.02%-1,88913F-HRTimeline
Minot DeBlois Advisors LLC60$14.7K0.01%-16513F-HRTimeline
PayPay Securities Corp55$13.6K0.78%-913F-HRTimeline
HFM Investment Advisors, LLC55$13.5K0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc50$12.2K0.01%013F-HRTimeline