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Disclosery

JPM JPMORGAN CHASE & CO

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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
LOWE BROCKENBROUGH & CO INC145,475$35.7M2.35%-6313F-HRTimeline
ING GROEP NV145,341$35.7M0.25%+90,82113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.144,915$35.5M4.02%-1,39113F-HRTimeline
MATRIX ASSET ADVISORS INC/NY144,561$35.5M3.91%-17,24513F-HRTimeline
FineMark National Bank & Trust144,513$35.4M1.29%-4,00813F-HRTimeline
WILSEY ASSET MANAGEMENT INC144,148$35.4M7.09%-7,06613F-HRTimeline
Moran Wealth Management, LLC143,976$35.3M1.19%-88,86913F-HRTimeline
Fiduciary Alliance LLC142,894$35.1M3.45%+1,19313F-HRTimeline
Hosking Partners LLP142,332$34.9M1.47%-27,17513F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…140,354$34.4M1.01%-43,68813F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC140,118$34.4M3.54%-6,11813F-HRTimeline
ExodusPoint Capital Management, LP139,858$34.3M0.45%new13F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS139,731$34.3M0.72%+9,23413F-HRTimelineGroup
LaFleur & Godfrey LLC139,280$34.2M4.64%+78113F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP139,264$34.2M6.79%+11713F-HR/ATimeline
APPLETON PARTNERS INC/MA139,226$34.2M2.64%-3,40013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …138,416$34M1.68%+39113F-HR/ATimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC138,412$34M2.64%+1,05213F-HRTimeline
ROCKLAND TRUST CO138,171$33.9M1.7%-22,52313F-HRTimeline
Penobscot Investment Management Company…137,175$33.6M3.16%+2,94913F-HRTimeline
NFJ INVESTMENT GROUP, LLC136,981$33.6M1.13%-3,96113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.136,810$33.6M2.42%-3,84113F-HRTimelineGroup
OAK ASSOCIATES LTD /OH/136,315$33.4M2.51%-10,10113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC136,228$33.4M0.91%-11,33013F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC134,874$33.1M0.19%+20,24113F-HRTimelineGroup
Dana Investment Advisors, Inc.134,808$33.1M1.18%-2,95813F-HRTimeline
NEVILLE RODIE & SHAW INC134,722$33M2.59%-6,45913F-HRTimeline
GREENLEAF TRUST134,574$33M0.3%+4,89513F-HRTimeline
OneDigital Investment Advisors LLC134,427$33M0.39%-9,39013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO134,313$32.9M0.84%-5,31313F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC134,273$32.9M0.12%-21,88613F-HRTimeline
First Fiduciary Investment Counsel, Inc.134,220$32.9M7.06%-9,29013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS124,574$32.9M1.78%13F-HRTimeline
Maryland State Retirement & Pension Sys…131,637$32.3M0.77%-20,13913F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD131,550$32.3M1.16%-4,10013F-HRTimeline
TOWER BRIDGE ADVISORS130,980$32.1M3.59%-53013F-HRTimeline
Bryn Mawr Trust Advisors, LLC130,879$32.1M1.93%-11,08113F-HRTimeline
Narwhal Capital Management130,585$32M2.85%+4,81513F-HRTimeline
BLB&B Advisors, LLC130,518$32M1.63%-3,08513F-HRTimeline
PATTEN & PATTEN INC/TN130,423$32M2.14%-2,84713F-HRTimeline
Parallel Advisors, LLC130,397$32M0.72%+88113F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …130,064$31.9M1.79%-1,92413F-HRTimelineGroup
Alley Investment Management Company, LLC129,510$31.8M3.99%+26413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC129,454$31.8M0.46%+19,35013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC129,440$31.8M1.83%+1,52313F-HRTimeline
Stonebridge Capital Advisors LLC129,413$31.7M2.59%-25,85413F-HRTimeline
HRT FINANCIAL LP129,023$31.6M0.2%-539,67513F-HRTimeline
Elo Mutual Pension Insurance Co128,754$31.6M0.71%-130,89013F-HRTimeline
Eisler Capital Management Ltd.128,735$31.6M0.95%+119,26613F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP128,416$31.5M0.9%-3,86113F-HRTimeline
ABNER HERRMAN & BROCK LLC128,130$31.4M4.01%-1,57613F-HRTimeline
Moors & Cabot, Inc.127,580$31.3M1.59%-6,04513F-HRTimeline
FIRST AMERICAN BANK127,237$31.2M2.31%+2,12113F-HRTimeline
Steigerwald, Gordon & Koch Inc.126,825$31.1M3.47%-2,97013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA126,759$31.1M0.94%-104,08813F-HR/ATimelineGroup
Verity & Verity, LLC126,091$30.9M2.72%+52413F-HRTimeline
HBK Sorce Advisory LLC125,514$30.8M0.9%+32113F-HRTimeline
Perigon Wealth Management, LLC125,469$30.8M0.79%-1,39413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC125,464$30.8M0.43%-21,76113F-HRTimelineGroup
Shellback Capital, LP125,000$30.7M2.97%new13F-HRTimeline
RIT CAPITAL PARTNERS PLCin group RIT CAPITAL PARTNERS PLC125,000$30.7M5.94%-27,60013F-HRTimelineGroup
Nemes Rush Group LLC124,973$30.7M3.88%-1,07213F-HRTimeline
Vinva Investment Management Ltd126,072$30.6M1.22%-9,15513F-HRTimeline
Kingsview Wealth Management, LLC124,173$30.5M0.57%+1,79513F-HRTimeline
Summit Financial, LLC123,545$30.3M0.85%+29,26913F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC123,389$30.3M0.76%-3,17713F-HRTimeline
Bollard Group LLC123,074$30.2M0.79%+62013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV122,683$30.1M4.23%-1,62313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC122,477$30M0.25%-39,15413F-HR/ATimelineGroup
Choate Investment Advisors122,301$30M0.75%-3,41113F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…122,288$30M0.19%+94,25213F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC122,113$30M2.4%-1,18713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…121,968$29.9M0.64%-26,22113F-HRTimelineGroup
LBP AM SA121,303$29.8M0.46%-3,49413F-HRTimeline
Northeast Financial Consultants Inc120,671$29.6M1.31%-29,86113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS120,495$29.6M1.2%-6,95213F-HRTimelineGroup
TAM Capital Management Inc.120,326$29.5M24.77%-17,69113F-HRTimeline
First Long Island Investors, LLC119,694$29.4M2.42%-2,96913F-HRTimeline
SHUFRO ROSE & CO LLC119,014$29.2M2.31%-2,85513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC118,956$29.2M2.42%-4,45713F-HRTimeline
Baltimore-Washington Financial Advisors…118,905$29.2M1.55%+2,58913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC118,613$29.1M1.68%-6,17013F-HRTimeline
CULBERTSON A N & CO INC117,892$28.9M4.62%+4513F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC117,847$28.9M3.79%+2,05713F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding117,465$28.8M+2,278Timeline
Galvin, Gaustad & Stein, LLC116,800$28.7M2.56%-12,98413F-HRTimeline
ADELL HARRIMAN & CARPENTER INC116,593$28.6M2.15%-49913F-HRTimeline
Arkadios Wealth Advisors116,068$28.5M1.08%+30,45913F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC116,016$28.5M0.67%+10,21413F-HRTimelineGroup
BURNEY CO/115,285$28.3M1.03%+4,78613F-HRTimeline
Rothschild Capital Partners, LLC114,468$28.1M7.35%+4,22513F-HRTimeline
Sonora Investment Management Group, LLC114,409$28.1M2.22%+76313F-HRTimeline
Private Capital Management, LLC113,952$28M3.12%-5113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…113,870$27.9M0.68%+9,26013F-HRTimelineGroup
Janney Capital Management LLC113,670$27.9M1.92%-4,07013F-HRTimeline
F/m Investments LLC113,652$27.9M1.11%-11,17613F-HRTimeline
Drexel Morgan & Co.113,589$27.9M5.85%013F-HRTimeline
Smith Group Asset Management, LLC113,360$27.8M2.08%+2,86313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding113,183$27.8M-386Timeline
ARS Wealth Advisors Group, LLC112,862$27.7M3.91%-3,47113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO112,742$27.7M0.21%-2,12313F-HRTimeline
TruWealth Advisors, LLC112,517$27.6M1.67%-14,39113F-HRTimeline
Manitou Investment Management Ltd.112,236$27.5M5.35%+92713F-HRTimeline
Parkwood LLC112,109$27.5M2.69%new13F-HRTimeline
Merit Financial Group, LLC111,410$27.3M0.41%+15,78113F-HRTimeline
Stillwater Capital Advisors, LLC110,932$27.2M3.8%-1,47813F-HRTimeline
B. Riley Wealth Advisors, Inc.110,579$27.1M0.82%+3,18513F-HRTimeline
Transform Wealth, LLC110,301$27.1M1.64%+1,28813F-HRTimeline
Clear Harbor Asset Management, LLC110,180$27M2.14%-23213F-HRTimeline
Texas Yale Capital Corp.110,123$27M1.11%+56513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…108,284$27M0.8%-60,95413F-HRTimelineGroup
J.P. Marvel Investment Advisors, LLC110,010$27M4.67%-18313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO109,703$26.9M0.19%-2,16713F-HRTimelineGroup
DEARBORN PARTNERS LLC109,185$26.8M1.29%-98813F-HRTimeline
ProVise Management Group, LLC109,040$26.7M2.27%-2,21313F-HRTimeline
M.D. Sass, LLC108,585$26.6M2.34%-19,71713F-HRTimeline
RBO & CO LLC108,319$26.6M4.24%-2,05313F-HRTimeline
Lombard Odier Asset Management (Switzer…108,258$26.6M1.53%+38,85013F-HRTimeline
South Dakota Investment Council107,993$26.5M0.54%-93513F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd107,731$26.4M0.11%+20,30013F-HRTimelineGroup
AVITY INVESTMENT MANAGEMENT INC.107,420$26.4M2.13%-3,05013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd106,963$26.2M0.64%+14,93613F-HRTimelineGroup
Azimuth Capital Investment Management L…106,905$26.2M1.04%-2,40213F-HRTimeline
DUPONT CAPITAL MANAGEMENT CORP105,693$25.9M2.87%-5,71713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …105,548$25.9M0.46%-5,66213F-HRTimelineGroup
ArrowMark Colorado Holdings LLC105,471$25.9M0.42%013F-HRTimeline
SS&H Financial Advisors, Inc.105,398$25.9M9.64%-1,13413F-HRTimeline
SUMITOMO LIFE INSURANCE CO105,260$25.8M0.92%+87313F-HRTimeline
Composition Wealth, LLC105,219$25.8M0.52%+62413F-HRTimeline
Linscomb Wealth, Inc.104,969$25.7M1.28%-2,84013F-HRTimeline
Grassi Investment Management104,950$25.7M2.38%-63513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC104,732$25.7M1.6%+4,97013F-HRTimeline
Thomasville National Bank104,304$25.6M1.87%-83,43613F-HRTimeline
Trexquant Investment LP104,189$25.6M0.3%new13F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS104,143$25.5M0.53%-1,15413F-HRTimeline
Rempart Asset Management Inc.104,138$25.5M5.27%-13,34813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…104,024$25.5M0.96%-4,10613F-HRTimelineGroup
Danica Pension, Livsforsikringsaktiesel…103,746$25.4M0.5%+48,99813F-HRTimeline
Arvest Bank Trust Division103,593$25.4M1.61%-18,71713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…103,284$25.3M1.04%+4,25913F-HRTimelineGroup
Northwest & Ethical Investments L.P.103,199$25.3M0.69%+9,75813F-HRTimeline
Birch Hill Investment Advisors LLC102,548$25.2M1.19%-1,06813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/101,917$25M3.31%+2013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.101,694$24.9M3.78%+19513F-HRTimeline
Ninety One SA (Pty) Ltd102,507$24.9M4.61%-25,89013F-HRTimeline
CWA Asset Management Group, LLC101,367$24.9M1.19%-5,77913F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…101,157$24.8M1.13%+82,63613F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC101,122$24.8M1.71%+40,73713F-HRTimeline
Empirical Finance, LLC100,899$24.8M1.49%+1,05413F-HRTimeline
EDGAR LOMAX CO/VA100,785$24.7M1.55%-31,08013F-HRTimeline
Callahan Advisors, LLC100,543$24.7M2.35%-7,57213F-HRTimeline
CIDEL ASSET MANAGEMENT INC100,543$24.7M1.61%+3,29613F-HRTimeline
UNITED BANK100,447$24.6M3.13%-67013F-HRTimeline
Andra AP-fonden99,900$24.5M0.4%-150,20013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP99,360$24.4M0.72%+14,73113F-HRTimelineGroup
Oak Harvest Investment Services99,342$24.4M3.4%+3,85513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management99,162$24.3M0.78%+4,10213F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …99,381$24.3M0.71%-4,64313F-HR/ATimelineGroup
Summit Trail Advisors, LLC99,119$24.3M0.8%+9,39713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…99,009$24.3M0.22%+79,55813F-HRTimelineGroup
Washington Trust Bank98,301$24.1M2.42%+8713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hamilton Capital Partners Inc.98,251$24.1M1.55%+1,51613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management98,194$24.1M0.35%+12,83713F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC97,926$24M2.29%-4913F-HRTimelineGroup
Harvest Portfolios Group Inc.97,904$24M0.71%-6,40813F-HRTimeline
Yarbrough Capital, LLC97,875$24M1.03%013F-HRTimeline
Rice Partnership, LLC97,254$23.9M4.9%+3,20813F-HRTimeline
FORBES J M & CO LLP96,994$23.8M2.3%+2,45913F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC96,952$23.8M1.98%-12,02913F-HRTimeline
WEBSTER BANK, N. A.96,631$23.7M2.61%-2,81313F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd96,319$23.6M2.78%-93413F-HRTimeline
Pallas Capital Advisors LLC96,296$23.6M0.98%-7,00713F-HRTimeline
Assenagon Asset Management S.A.96,203$23.6M0.04%-15213F-HRTimeline
GAMMA Investing LLC96,029$23.6M1.77%+5,29613F-HR/ATimeline
LYELL WEALTH MANAGEMENT, LP95,780$23.5M2.2%+5,72513F-HRTimeline
PRIVATE MANAGEMENT GROUP INC95,600$23.5M0.84%-33,88513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC95,472$23.4M0.65%+1,08513F-HRTimeline
ALBION FINANCIAL GROUP /UT95,460$23.4M1.66%-10813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding95,455$23.4M-1,309Timeline
Mutual Advisors, LLC95,935$23.4M0.67%-1,68613F-HRTimeline
Courant Investment Management LLC94,897$23.3M19.5%013F-HRTimeline
OLD NATIONAL BANCORP /IN/94,687$23.2M0.61%-7,71513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC94,549$23.2M4.99%-30,97113F-HRTimeline
GHP Investment Advisors, Inc.94,432$23.2M1.11%+1,67613F-HRTimeline
Rossmore Private Capital94,279$23.1M2.85%+75613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA94,046$23.1M1.62%+24113F-HRTimeline
J.W. COLE ADVISORS, INC.93,952$23M0.72%+36,21213F-HRTimeline
Fort Sheridan Advisors LLC93,844$23M3.49%-2,93713F-HRTimeline
Talbot Financial, LLC93,740$23M2.88%-2,30913F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…93,700$23M2.44%-9,01513F-HRTimeline
CSM Advisors, LLC93,142$22.8M1.25%-2,13513F-HRTimeline
Bragg Financial Advisors, Inc93,128$22.8M0.94%-2,06913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.93,113$22.8M1.66%-19,29713F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC93,090$22.8M0.39%-4,83513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.93,083$22.8M1.13%-82013F-HRTimeline
Independence Bank of Kentucky92,782$22.8M3.56%+1,92013F-HRTimeline
Ballentine Partners, LLC92,461$22.7M0.39%+1,69813F-HRTimeline
Harbour Trust & Investment Management Co92,428$22.7M2.75%+4,88813F-HRTimeline
Fiduciary Group, LLC92,070$22.6M2.26%-63313F-HRTimeline
Kodai Capital Management LP91,534$22.5M0.89%-16,87913F-HRTimeline