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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
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …279,039$66.9M1.05%-3713F-HRTimelineGroup
PGGM Investments277,042$66.4M0.88%-13,12513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC276,892$66.4M0.55%+137,38313F-HRTimelineGroup
Impax Asset Management Group plcin group Impax Asset Management Group …276,035$66.2M0.3%-35,04913F-HRTimelineGroup
Union Bancaire Privee, UBP SA284,495$66.1M1.15%13F-HR/ATimeline
North Star Investment Management Corp.268,859$64.4M4.49%-2,78313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…267,825$64.2M2.78%-1,65213F-HRTimeline
MIZUHO SECURITIES USA LLC266,830$64M1.16%+82,33613F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/266,309$63.8M3.93%-10,53413F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…266,087$63.8M2.08%+8,35313F-HRTimelineGroup
NICHOLAS COMPANY, INC.264,490$63.4M1.03%-17,86013F-HRTimeline
BOWEN HANES & CO INC264,210$63.3M1.7%+3,55313F-HRTimeline
Ceredex Value Advisors LLC263,774$63.2M1.28%+23,51813F-HRTimeline
Atria Investments, Inc263,442$63.1M0.79%-3,82913F-HRTimeline
Pacer Advisors, Inc.263,386$63.1M0.14%+33,05113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC262,648$63M0.42%+75,35613F-HRTimeline
DEPRINCE RACE & ZOLLO INC262,176$62.8M1.25%-8213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.260,662$62.6M0.66%-29,50413F-HRTimeline
BNP PARIBASin group BNP PARIBAS257,774$62.5M0.41%+31,21113F-HRTimelineGroup
Elo Mutual Pension Insurance Co259,644$62.2M1.32%-13,27713F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…259,500$62.2M0.61%013F-HRTimelineGroup
Aware Super Pty Ltd as trustee of Aware…256,842$61.6M0.98%13F-HRTimeline
Clearstead Advisors, LLC254,113$60.9M0.93%+3,70813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …253,704$60.8M0.87%+1,16913F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC352,440$60.6M2.56%+44013F-HR/ATimeline
Markel Group Inc.in group Markel Group Inc.252,550$60.5M0.53%013F-HRTimelineGroup
Florida Trust Wealth Management Co252,390$60.5M1.93%+6,34113F-HRTimeline
TODD ASSET MANAGEMENT LLC250,797$60.1M1.44%-98,42613F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding250,554$60.1M+2,608Timeline
Andra AP-fonden250,100$60M0.96%-35,80013F-HRTimeline
Cannell & Spears LLC249,845$59.9M1.23%-34,34413F-HRTimeline
iA Global Asset Management Inc.249,315$59.8M1.05%-2,07813F-HRTimeline
Kimelman & Baird, LLC248,941$59.7M4.74%-7,67113F-HRTimeline
Crestwood Advisors Group, LLC247,066$59.2M1.11%+4,44213F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …246,051$59M0.66%-47,98013F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 3 filers holding244,412$58.6MnewTimeline
PARSONS CAPITAL MANAGEMENT INC/RI243,016$58.3M3.16%+100,36313F-HRTimeline
ZWJ INVESTMENT COUNSEL INC242,954$58.2M2.41%-3,51313F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.242,010$58M0.57%new13F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND241,360$57.9M1.06%-2,11413F-HRTimeline
Busey Bank240,170$57.6M1.89%+3,80513F-HRTimeline
MCDONALD CAPITAL INVESTORS INC/CA238,100$57.1M3.59%-3,40513F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC237,948$57M1.61%-4,76113F-HRTimeline
First Horizon Advisors, Inc.236,808$56.8M1.59%-2,45813F-HRTimeline
Modera Wealth Management, LLC233,473$56M0.68%-2,30313F-HRTimeline
Moran Wealth Management, LLC232,845$55.8M1.78%-41713F-HRTimeline
Polar Capital Holdings Plcin group Polar Capital Holdings Plc232,362$55.7M0.31%-17,58113F-HRTimelineGroup
Foundry Partners, LLC232,117$55.6M2.8%-14,14813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC231,772$55.6M0.54%-1,06613F-HRTimeline
Applied Finance Capital Management, LLC230,168$55.2M2.4%+31,71213F-HRTimeline
NorthCrest Asset Manangement, LLC230,095$55.2M1.65%-1,07713F-HR/ATimeline
FIRST MANHATTAN CO. LLC.230,031$55.1M0.16%-3,87913F-HRTimeline
Destination Wealth Management229,392$55M1.72%-8,73113F-HRTimeline
COOKE & BIELER LP229,186$54.9M0.53%-197,32313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC228,599$54.8M1.8%-4,68313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kentucky Retirement Systemsgroup of 2 filers holding328,641$54.7M+46,193Timeline
CAMBIAR INVESTORS LLC226,329$54.3M2.15%-9,78213F-HRTimeline
HighPoint Advisor Group LLC198,306$54.1M2.94%-46313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC224,962$53.9M0.52%+98,58413F-HRTimeline
Sabal Trust CO223,676$53.6M3.1%-14,63713F-HRTimeline
Gulf International Bank (UK) Ltd223,542$53.6M1.35%-2,45713F-HRTimeline
Capital Investment Advisors, LLC218,268$52.3M1.07%+40713F-HRTimeline
SVB WEALTH LLC217,752$52.2M0.98%new13F-HRTimeline
Baker Avenue Asset Management, LP217,036$52M1.59%-3,91413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC217,018$52M0.26%-53,50213F-HRTimelineGroup
VILLERE ST DENIS J & CO LLC216,662$51.9M4.69%-8,17713F-HRTimeline
INGALLS & SNYDER LLC216,230$51.8M2.04%-3,36913F-HRTimeline
Wharton Business Group, LLC215,835$51.7M2.34%-2,92013F-HRTimeline
Venture Visionary Partners LLC215,245$51.6M2.19%-2,87413F-HR/ATimeline
COUNTRY TRUST BANK215,120$51.6M1.29%-24,94913F-HRTimeline
Main Street Research LLC214,725$51.5M3.21%+4,16813F-HRTimeline
TRUST CO OF VERMONT214,320$51.4M2.5%+3,47713F-HRTimeline
Generali Asset Management SPA SGR213,544$51.2M1.31%13F-HR/ATimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding213,273$51.1M-9,028Timeline
HERITAGE INVESTORS MANAGEMENT CORP213,069$51.1M1.65%-1,33113F-HRTimeline
Howard Capital Management Group, LLC211,651$50.7M3.47%+31513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC211,614$50.7M2.14%-1,28213F-HRTimeline
FreeGulliver LLC211,332$50.7M26.44%-93713F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…210,763$50.5M1.91%-52,20013F-HRTimelineGroup
Mill Capital Management, LLC210,537$50.5M3.99%-2,14313F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC210,309$50.4M0.16%-132,16913F-HRTimeline
KLINGENSTEIN FIELDS & CO LP207,251$49.7M2%-3,40113F-HRTimeline
TAURUS ASSET MANAGEMENT, LLC205,849$49.3M4.8%-2,42513F-HRTimeline
WestEnd Advisors, LLC202,867$48.6M1.24%+2,06813F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT201,855$48.4M2.15%-1,80113F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD201,735$48.4M0.47%+10213F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P200,522$48.1M1.17%-37,46613F-HRTimeline
World Investment Advisors200,437$48M1.32%+9,68513F-HRTimeline
HOWE & RUSLING INC200,107$48M4.13%-2,75413F-HRTimeline
MUFG Securities EMEA plc200,000$47.9M0.9%+113F-HRTimeline
CLEAR STREET LLC200,000$47.9M0.95%013F-HR/ATimeline
OAKWORTH CAPITAL, INC.199,962$47.9M3.3%+1,40913F-HRTimeline
Maple Capital Management, Inc.199,590$47.8M3.52%+44413F-HRTimeline
GW&K Investment Management, LLC199,472$47.8M0.41%-1,90213F-HRTimeline
Nexus Investment Management ULC198,907$47.7M4.77%-14,38013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD199,036$47.7M0.8%+1,48513F-HRTimelineGroup
Orion Porfolio Solutions, LLC197,706$47.4M0.47%+6413F-HRTimeline
Orion Portfolio Solutions, LLC197,706$47.4M0.47%+6413F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC197,663$47.4M1.7%-5,78113F-HRTimeline
Americana Partners, LLC197,031$47.2M1.93%+166,43613F-HRTimeline
Polaris Capital Management, LLC195,851$46.9M2.26%-19,50013F-HRTimeline
BRAUN STACEY ASSOCIATES INC195,561$46.9M1.75%-4,50713F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC195,271$46.8M2.87%+1,39913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…194,855$46.7M0.28%+12,26613F-HRTimeline
Crossmark Global Holdings, Inc.194,519$46.6M0.85%-19,14113F-HRTimeline
HANCOCK WHITNEY CORP194,452$46.6M1.48%-24,23013F-HRTimeline
Meridian Wealth Management, LLC193,906$46.5M2.2%-3,65413F-HRTimeline
CW Advisors, LLC193,218$46.3M0.64%-80013F-HRTimeline
First National Trust Co193,111$46.3M1.74%-1,25213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC192,444$46.1M2.1%+1,28213F-HRTimelineGroup
Bank Pictet & Cie (Europe) AG192,182$46.1M1.01%+1,22913F-HR/ATimeline
Illinois Municipal Retirement Fund191,675$45.9M0.65%-20,86113F-HRTimeline
Dakota Wealth Management191,307$45.9M1.06%+1,53313F-HRTimeline
WASHINGTON TRUST Co189,676$45.5M1.63%-5,15213F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH188,953$45.4M0.56%-6,20013F-HRTimelineGroup
Smith Salley Wealth Management188,317$45.1M2.9%+1,41713F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.188,172$45.1M3.55%13F-HRTimeline
Thomasville National Bank187,740$45M3.24%-88613F-HRTimeline
Estabrook Capital Management186,755$44.8M6.9%-2,56813F-HRTimeline
ALLEN OPERATIONS LLCgroup of 2 filers holding186,216$44.6M-13,215Timeline
SEGALL BRYANT & HAMILL, LLC183,967$44.1M0.61%-65513F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…184,042$44M1.39%-21,15113F-HRTimeline
TOWNSQUARE CAPITAL LLC183,175$43.9M0.5%+15,94313F-HRTimeline
LMCG INVESTMENTS, LLC182,481$43.7M2.68%-5,21213F-HRTimeline
Performance Wealth Partners, LLC181,580$43.5M1.4%+15,97913F-HRTimeline
Independent Advisor Alliance181,446$43.5M0.58%+11,12713F-HRTimeline
Cornerstone Investment Partners, LLC180,669$43.3M2.15%-66413F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…180,485$43.3M0.43%-21,50013F-HRTimeline
Central Securities Corp180,000$43.1M4.12%013F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.179,792$43.1M4.12%-8813F-HRTimeline
KCM INVESTMENT ADVISORS LLC178,279$42.7M1.47%+2,24613F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…177,600$42.6M3.47%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.177,118$42.5M0.4%-74913F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC175,287$42M1.72%+15,32513F-HRTimeline
CHOREO, LLC175,435$42M0.6%+9,40913F-HRTimeline
NS Partners Ltd174,270$41.8M1.73%-2,39113F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO173,966$41.7M1.37%-5,10713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC173,900$41.7M2.38%-7,01113F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP173,300$41.5M0.66%-70,00013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC173,293$41.5M0.84%-69913F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…173,150$41.5M2.38%+1,68613F-HRTimeline
Private Wealth Partners, LLC172,909$41.4M3.18%-2,48313F-HRTimeline
Prospera Financial Services Inc172,581$41.4M0.96%+19,18613F-HRTimeline
CONNING INC.in group CONNING INC.172,110$41.3M1.45%-18,98113F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…172,005$41.2M1.29%+5,44413F-HRTimelineGroup
FISHMAN JAY A LTD/MI171,365$41.1M3.85%-56713F-HRTimeline
HB Wealth Management, LLC171,239$41M0.42%+8,32413F-HRTimeline
Blue Chip Partners, LLC171,000$41M3.52%-3,98013F-HRTimeline
Cornerstone Advisors, LLC170,700$40.9M1.63%013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO170,663$40.9M2.53%-1,19113F-HRTimeline
Chesley Taft & Associates LLC170,545$40.9M1.9%-2,78713F-HRTimeline
Randolph Co Inc170,423$40.9M4.57%013F-HRTimeline
CENTRAL TRUST Co170,263$40.8M1%-64013F-HRTimeline
Hosking Partners LLP169,507$40.6M1.59%-49,22513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…169,238$40.6M0.81%+49,89713F-HRTimelineGroup
Atria Wealth Solutions, Inc.169,167$40.6M0.44%-5,50813F-HRTimeline
Woodline Partners LP169,073$40.5M0.27%new13F-HRTimeline
Sandy Spring Bank168,261$40.3M1.63%+3,50513F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…167,960$40.3M2.13%-90013F-HRTimeline
Prime Capital Investment Advisors, LLC166,811$40M0.58%+16,89213F-HRTimeline
Advisory Services Network, LLC163,642$39.2M0.73%+12,16513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding163,375$39.2M-741Timeline
Fisher Funds Management LTD162,270$38.9M0.94%13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC161,884$38.8M1.11%-7,93813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY161,806$38.8M4.24%-4,98513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC161,631$38.7M0.3%+17,62713F-HRTimelineGroup
Integrated Wealth Concepts LLC161,549$38.7M0.45%+15,07913F-HRTimeline
Nippon Life Global Investors Americas, …161,190$38.6M1.78%-21,37013F-HRTimeline
Metis Global Partners, LLC161,123$38.6M1.16%+1,39513F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…160,900$38.6M0.33%013F-HRTimelineGroup
ROCKLAND TRUST CO160,694$38.5M1.96%-28,83213F-HRTimeline
Waverly Advisors, LLC160,295$38.4M0.59%+36,42613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp158,062$37.9M2.21%-58613F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co157,900$37.9M2.72%+17013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC157,469$37.7M3.26%-2,88513F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC156,159$37.4M0.13%-10,14013F-HR/ATimeline
Stonebridge Capital Advisors LLC155,267$37.2M2.99%-2,11613F-HRTimeline
Modern Wealth Management, LLC155,243$37.2M1.39%+128,24413F-HR/ATimeline
MARSICO CAPITAL MANAGEMENT LLC155,206$37.2M1.01%-179,11713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp154,062$36.9M2.42%+1,58913F-HRTimelineGroup
RiverFront Investment Group, LLC153,511$36.8M0.84%+9,59713F-HRTimeline
RIT CAPITAL PARTNERS PLCin group RIT CAPITAL PARTNERS PLC152,600$36.6M8.88%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.152,607$36.6M0.64%-5,43713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NEOS Investment Management LLC152,130$36.5M0.86%+29,66813F-HRTimeline
Maryland State Retirement & Pension Sys…151,776$36.4M0.78%-13,03213F-HRTimeline
Louisiana State Employees Retirement Sy…151,400$36.3M0.68%-8,80013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC151,312$36.3M1.06%-6,04913F-HRTimeline
VESTOR CAPITAL, LLC151,294$36.3M2.77%+813F-HRTimeline
WILSEY ASSET MANAGEMENT INC151,214$36.2M6.72%-1,59813F-HRTimeline
ROTHSCHILD INVESTMENT LLC150,861$36.2M2.37%-3,34813F-HRTimeline
Northeast Financial Consultants Inc150,532$36.1M1.52%-19,14313F-HRTimeline
Vest Financial, LLC150,523$36.1M0.64%+10,83413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC150,344$36M2.4%-82513F-HRTimeline
Consulta Ltd150,000$36M2.35%-200,00013F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…148,977$35.7M0.99%-5,73113F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC148,730$35.7M3.9%-1,56213F-HRTimeline
FineMark National Bank & Trust148,521$35.6M1.24%-1,65513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…148,189$35.5M0.8%+1,12813F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding147,910$35.5M+19,493Timeline
PAYDEN & RYGEL147,650$35.4M3.05%-36,40013F-HRTimeline