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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
GAMMA Investing LLC90,733$21.7M1.85%+9,00813F-HRTimeline
GAM Holding AGin group GAM Holding AG90,711$21.7M1.62%+7,74613F-HRTimelineGroup
BARLOW WEALTH PARTNERS, LLC86,009$21.7M2.75%+6,77913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP90,055$21.6M1.94%+18013F-HRTimeline
Procyon Advisors, LLC89,933$21.6M1.38%+83313F-HRTimeline
Summit Trail Advisors, LLC89,722$21.5M0.79%+10,87913F-HRTimeline
Alberta Investment Management Corp89,720$21.5M0.14%+62,52013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding89,649$21.5M+478Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC89,513$21.5M0.62%-4613F-HRTimeline
Edge Wealth Management LLC89,382$21.4M4.34%-1,23913F-HRTimeline
VANTAGE WEALTH89,263$21.4M4.61%-53413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.88,637$21.2M0.29%-9,62413F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…88,488$21.2M1.02%-3,26313F-HRTimeline
Global Retirement Partners, LLC88,252$21.2M0.61%+16,48513F-HRTimeline
Biondo Investment Advisors, LLC88,146$21.1M2.91%-1,65913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd88,099$21.1M0.36%+45,17913F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.88,056$21.1M2.21%+1,46713F-HRTimeline
Bleakley Financial Group, LLC87,727$21M0.63%+12213F-HRTimeline
Harbour Trust & Investment Management Co87,540$21M2.39%+1613F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd87,431$21M0.08%013F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…78,659$20.9M0.18%-1,70813F-HRTimeline
Westchester Capital Management, Inc.86,281$20.7M5.2%-3,38413F-HRTimeline
Dynamic Advisor Solutions LLC86,119$20.6M0.89%-7,62413F-HRTimeline
MONTAG A & ASSOCIATES INC85,927$20.6M0.98%-1,44413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT85,886$20.6M1.35%+91613F-HRTimelineGroup
Sand Hill Global Advisors, LLC85,676$20.5M0.87%-2,37113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.85,621$20.5M1.3%+1,01013F-HRTimelineGroup
Arkadios Wealth Advisors85,609$20.5M1.12%+4,92813F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 4 filers holding85,368$20.5M+83,396Timeline
Brookstone Capital Managementin group Brookstone Capital Management85,357$20.5M0.3%-3,94313F-HRTimelineGroup
NIXON PEABODY TRUST CO85,354$20.5M1.69%+95613F-HRTimeline
Peak Asset Management, LLC85,344$20.5M3.78%-2,25813F-HRTimeline
CCM INVESTMENT ADVISERS LLC85,255$20.4M2.26%-1,58213F-HRTimeline
Ledyard National Bank85,088$20.4M1.92%-4,56813F-HRTimeline
WEDBUSH SECURITIES INC84,763$20.3M0.72%-1,71113F-HRTimeline
FARMERS TRUST CO84,724$20.3M3.79%-1,38713F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP84,629$20.3M0.6%+82,11013F-HRTimelineGroup
COURIER CAPITAL LLC84,598$20.3M1.4%-7,00813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION84,559$20.3M1.89%-1,46013F-HRTimeline
Sienna Gestion84,491$20.3M1.37%013F-HRTimeline
NewSquare Capital LLC85,117$20.2M1.62%+1,98113F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…84,226$20.2M2.12%-5,23113F-HRTimeline
MIDDLETON & CO INC/MA84,061$20.2M2.23%-1,40213F-HRTimeline
DNCA FINANCE83,866$20.1M1.57%+2,10013F-HRTimeline
Chicago Partners Investment Group LLC82,549$20.1M0.67%-78913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC83,692$20.1M1.48%-83913F-HRTimeline
CULLINAN ASSOCIATES INC83,142$19.9M1.28%-8,71013F-HRTimeline
MainStreet Investment Advisors LLC83,024$19.9M2.79%-2,20813F-HRTimeline
Ashton Thomas Private Wealth, LLC83,013$19.9M0.77%+6,45313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP82,979$19.9M0.33%+2,82013F-HR/ATimelineGroup
Aviance Capital Partners, LLC82,665$19.8M2.74%-82513F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA82,391$19.8M2.67%-10,15813F-HRTimeline
Essential Planning, LLC.84,888$19.7M0.13%+83,45713F-HRTimeline
Gladstone Institutional Advisory LLC82,231$19.7M0.91%+1,11013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC81,434$19.5M1.64%-1,69013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.81,401$19.5M0.69%+2,40413F-HRTimelineGroup
MEANS INVESTMENT CO., INC.81,220$19.5M2.03%-82913F-HRTimeline
Allen Mooney & Barnes Investment Adviso…80,940$19.4M3.27%-2,44013F-HRTimeline
Palisade Asset Management, LLC80,923$19.4M1.97%-30813F-HRTimeline
United Asset Strategies, Inc.80,851$19.4M1.78%-55813F-HRTimeline
Verdence Capital Advisors LLC80,639$19.3M1.55%-2,30613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP80,213$19.2M0.46%+15413F-HRTimeline
King Wealth Management Group80,202$19.2M2.8%+2,72813F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp80,050$19.2M2.7%-5613F-HRTimelineGroup
Tufton Capital Management80,030$19.2M3.63%-63913F-HRTimeline
GENERAL AMERICAN INVESTORS CO INC80,000$19.2M1.37%013F-HRTimeline
Archon Partners LLC80,000$19.2M2.23%013F-HRTimeline
GDS Wealth Management79,875$19.1M1.74%+2,45913F-HRTimeline
Whitener Capital Management, Inc.79,837$19.1M5.36%-57813F-HRTimeline
Caprock Group, LLC79,803$19.1M0.63%+2,93713F-HRTimeline
Torray Investment Partners LLC79,093$19M2.72%-8,12613F-HRTimeline
Siemens Fonds Invest GmbH79,120$18.9M1.27%+4,14613F-HR/ATimeline
BOSTON FINANCIAL MANGEMENT LLC78,707$18.9M0.57%+1,01213F-HRTimeline
Integrated Advisors Network LLC78,531$18.8M0.9%-1,58013F-HRTimeline
Wealthspire Advisors, LLC78,508$18.8M0.19%+1,58713F-HRTimeline
BAXTER BROS INC78,407$18.8M2.46%-1,82413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.78,285$18.8M2.23%-1,64613F-HRTimeline
FourThought Financial Partners, LLC77,983$18.7M1.94%-1,30313F-HRTimeline
Advisors Asset Management, Inc.77,538$18.6M0.34%+72013F-HR/ATimeline
TWINBEECH CAPITAL LP77,314$18.5M0.32%+54,89213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT77,147$18.5M0.54%+4,00013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP76,572$18.4M1.71%-14813F-HRTimelineGroup
NatWest Group plcin group NatWest Group plc76,324$18.3M5.41%-2,53213F-HRTimelineGroup
Interval Partners, LP76,152$18.3M0.47%new13F-HRTimeline
SIGNATUREFD, LLC75,949$18.2M0.35%+2,08213F-HRTimeline
Community Bank, N.A.75,821$18.2M2.33%-1,57713F-HRTimeline
Core Alternative Capital75,566$18.1M3.79%-5,82713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC75,245$18M0.8%-1,26913F-HRTimeline
ALERUS FINANCIAL NA75,151$18M1.38%-39,46713F-HRTimeline
Stockman Wealth Management, Inc.75,100$18M2.82%-80513F-HRTimeline
Voleon Capital Management LP75,087$18M1.34%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding74,932$18M+8,694Timeline
GLOBALT Investments LLC / GA74,742$17.9M0.69%-1,12913F-HRTimeline
DIVERSIFIED TRUST CO74,631$17.9M0.44%+1,30813F-HRTimeline
BURNS J W & CO INC/NY74,622$17.9M2.28%-1,81513F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd74,593$17.9M1.81%-39,20313F-HRTimelineGroup
Circle Wealth Management, LLC74,575$17.9M0.38%-59013F-HRTimeline
Pictet North America Advisors SA74,135$17.8M1.69%-6,87213F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…73,997$17.7M3.36%+2,52213F-HRTimelineGroup
Sterling Capital Management LLC73,257$17.6M0.24%-10,42713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.73,274$17.6M1.63%-5,27313F-HRTimelineGroup
Altrafin AG73,195$17.5M6.08%-90913F-HRTimeline
JB Capital LLC73,091$17.5M0.98%+1,25313F-HRTimeline
SlateStone Wealth, LLC73,032$17.5M1.72%+1,15613F-HRTimeline
Heritage Trust Co72,881$17.5M2.06%13F-HRTimeline
Iowa State Bank72,877$17.5M3.63%-47213F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS72,753$17.4M0.86%13F-HRTimeline
Cohen Klingenstein LLC72,700$17.4M0.6%013F-HRTimeline
Gotham Asset Management, LLC72,523$17.4M0.16%+86113F-HRTimeline
Leith Wheeler Investment Counsel Ltd.72,521$17.4M1.26%+2,71813F-HRTimeline
Orange Investment Advisors, Inc.72,508$17.4M1.97%-5,24413F-HRTimeline
Sowell Financial Services LLC72,331$17.3M0.91%-2,33513F-HRTimeline
BDF-GESTION72,211$17.3M1.78%new13F-HR/ATimeline
Legacy Private Trust Co.72,206$17.3M1.13%+2,24913F-HRTimeline
CONNORS INVESTOR SERVICES INC71,723$17.2M1.61%+2,61213F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC71,665$17.2M1.12%-12,04013F-HRTimeline
Caldwell Trust Co71,528$17.1M1.79%-77613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT71,526$17.1M0.69%-14913F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…71,289$17.1M0.85%+2,98913F-HRTimeline
Richard C. Young & CO., LTD.71,250$17.1M1.86%+18,90113F-HRTimeline
1ST SOURCE BANK71,194$17.1M0.98%-1,14013F-HRTimeline
Sigma Planning Corp70,958$17M0.53%-3613F-HRTimeline
Cyndeo Wealth Partners, LLC70,920$17M1.15%+1,75813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK80,099$16.9M1.5%013F-HRTimeline
FIRST AMERICAN TRUST, FSB70,427$16.9M1.68%-36,41513F-HRTimeline
STRATEGY ASSET MANAGERS LLC70,313$16.9M3.27%-1,01713F-HRTimeline
WOODSTOCK CORP70,207$16.8M1.62%-78413F-HRTimeline
PFG Investments, LLC69,987$16.8M1.04%-12413F-HRTimeline
Eagle Ridge Investment Management69,862$16.7M1.46%+70913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WINSLOW ASSET MANAGEMENT INC69,747$16.7M3.33%-2,89713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC69,719$16.7M1.21%-10,01913F-HRTimeline
Red Door Wealth Management, LLC69,670$16.7M2.56%+4,77613F-HRTimeline
Allied Investment Advisors, LLC69,510$16.7M3.36%-2,91313F-HRTimeline
Lombard Odier Asset Management (Switzer…69,408$16.6M1.24%-31813F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group69,404$16.6M2.04%-1,36013F-HRTimelineGroup
Avitas Wealth Management LLC69,127$16.6M2.29%+38513F-HRTimeline
Copeland Capital Management, LLC68,809$16.5M0.31%-10,67213F-HRTimeline
BANQUE PICTET & CIE SA68,798$16.5M0.16%+30,58013F-HRTimeline
Artemis Investment Management LLP68,791$16.5M0.23%013F-HRTimeline
SPINNAKER TRUST68,603$16.4M1.04%-40813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC68,520$16.4M3.01%+10413F-HRTimeline
Strategic Wealth Partners, Ltd.59,329$16.4M1.36%+7,14313F-HRTimeline
Zuckerman Investment Group, LLC61,301$16.4M1.57%+72813F-HRTimeline
GREENWOOD GEARHART LLC68,098$16.3M1.13%+3,25113F-HRTimeline
Clarity Financial LLC68,046$16.3M1.95%-1,31913F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC68,016$16.3M2.71%-50513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding67,781$16.2M+253Timeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP67,292$16.1M1.07%-39513F-HRTimelineGroup
Buffington Mohr McNeal67,168$16.1M2.67%-74013F-HRTimeline
Teamwork Financial Advisors, LLC67,110$16.1M2.1%+2,25413F-HRTimeline
Haverford Financial Services, Inc.67,079$16.1M4.9%+23313F-HRTimeline
Intellus Advisors LLC67,001$16.1M2.78%13F-HRTimeline
Barbara Oil Co.67,500$16.1M6.66%+50013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding67,000$16.1M+52,800Timeline
JCIC Asset Management Inc.66,946$16M6.5%+1,03013F-HRTimeline
COUNTRY CLUB BANK67,035$16M1.07%+50513F-HRTimeline
DSG Capital Advisors, LLC66,838$16M2.9%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC66,675$16M1.49%-44013F-HRTimeline
SHELL ASSET MANAGEMENT CO66,164$15.9M0.69%+17913F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO66,123$15.9M2.78%+4,27413F-HRTimeline
River Wealth Advisors LLC65,790$15.8M2.09%+1,78713F-HRTimeline
Matthew 25 Management Corp65,750$15.8M5%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.58,751$15.7M0.74%-5,15113F-HRTimelineGroup
CAMDEN NATIONAL BANK65,458$15.7M2.35%-1,59013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SFE Investment Counsel65,433$15.7M3.33%-1,16613F-HRTimeline
Farmers National Bank65,249$15.6M4.56%13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC65,146$15.6M0.61%13F-HRTimelineGroup
Telos Capital Management, Inc.64,830$15.5M1.66%-10,52213F-HRTimeline
U.S. Capital Wealth Advisors, LLC64,808$15.5M0.48%-10,44113F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.64,638$15.5M1.82%-2,86713F-HRTimeline
Princeton Global Asset Management LLC64,411$15.4M2.89%+61713F-HRTimeline
FAGAN ASSOCIATES, INC.64,183$15.4M2.44%+51113F-HRTimeline
Wells Trecaso Financial Group, LLC63,973$15.3M5.01%-64613F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding63,742$15.3M-521,590Timeline
One Capital Management, LLC63,675$15.3M0.51%-5,07313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV63,661$15.3M1.12%+1,69913F-HRTimeline
VALICENTI ADVISORY SERVICES INC63,380$15.2M3.78%-3,76013F-HRTimeline
Simmons Bankin group Simmons Bank63,243$15.2M1.11%-1,87313F-HRTimelineGroup
Buckley Wealth Management, LLC63,187$15.1M4.64%-64713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC62,888$15.1M1.13%+3,76113F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC62,829$15.1M0.35%-1,38013F-HRTimeline
K.J. Harrison & Partners Inc62,591$15M2.36%-71013F-HRTimeline
Sara-Bay Financial62,764$15M5.57%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC62,640$15M1.21%-1,11113F-HRTimeline
Roundview Capital LLC62,410$15M1.04%+1,23913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC62,350$14.9M0.21%+1,45013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC62,348$14.9M2.96%-4,33213F-HRTimeline
Cornerstone Wealth Group, LLC62,192$14.9M1.22%+1,74813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC61,943$14.8M0.39%13F-HRTimeline
Compound Planning, Inc.61,791$14.8M0.75%+6,97513F-HRTimeline
WealthBridge Investment Counsel Inc.61,586$14.8M5.42%-35013F-HRTimeline
Pettee Investors, Inc.61,537$14.8M7.49%-4413F-HRTimeline
FOSTER & MOTLEY INC61,526$14.7M0.96%+26613F-HRTimeline
Carmel Capital Management L.L.C.61,447$14.7M5.56%-21013F-HRTimeline
NJ State Employees Deferred Compensatio…61,000$14.6M1.78%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX59,529$14.6M3.63%-1,37413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC54,684$14.6M1.46%+12,54713F-HRTimeline
Vantage Investment Partners, LLC60,715$14.6M1.27%-6,78613F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.60,704$14.6M3.03%+7,22713F-HRTimeline
BURLING WEALTH PARTNERS, LLC60,562$14.5M2.96%13F-HRTimeline