Skip to content
Disclosery

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
MGO ONE SEVEN LLC91,471$22.4M0.87%-1,82113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.91,404$22.4M1.93%+44613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC91,333$22.4M0.48%+47813F-HRTimeline
RPG Investment Advisory, LLC90,601$22.2M1.59%+46,64113F-HRTimeline
Procyon Advisors, LLC90,497$22.2M1.35%+56413F-HRTimeline
Edge Wealth Management LLC90,235$22.1M4.49%+85313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC90,208$22.1M0.68%+69513F-HRTimeline
Bleakley Financial Group, LLC90,126$22.1M0.71%+2,39913F-HRTimeline
Premier Fund Managers Ltd90,714$22M0.82%-27,59313F-HRTimeline
U.S. Capital Wealth Advisors, LLC89,773$22M0.67%+24,96513F-HRTimeline
Canada Post Corp Registered Pension Plan89,507$22M9.69%-1,86013F-HRTimeline
Alberta Investment Management Corp89,420$21.9M0.15%-30013F-HRTimeline
Applied Finance Capital Management, LLC89,402$21.9M1.61%-140,76613F-HRTimeline
Guardian Partners Inc.90,917$21.9M2.26%-3,69813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC89,079$21.9M0.73%-35,56613F-HRTimeline
TCV Trust & Wealth Management, Inc.89,076$21.9M2.02%-2,87413F-HRTimeline
FIRST MERCHANTS CORP89,018$21.8M0.87%-1,91313F-HRTimeline
WEDBUSH SECURITIES INC89,007$21.8M0.8%+4,24413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…88,684$21.8M2.17%-3,52913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP88,270$21.7M0.54%+8,05713F-HRTimeline
MOTCO88,110$21.6M2.28%-6,56913F-HRTimeline
Westchester Capital Management, Inc.88,094$21.6M5.37%+1,81313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG88,035$21.6M0.39%-3,76813F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC87,255$21.4M0.97%-24,03113F-HRTimeline
Ashton Thomas Private Wealth, LLC86,973$21.3M0.82%+3,96013F-HRTimeline
Caprock Group, LLC86,780$21.3M0.65%+6,97713F-HRTimeline
DAVIS-REA LTD.86,425$21.2M5.65%+41,61313F-HRTimeline
Longbow Finance SA86,408$21.2M2.54%-18,55613F-HRTimeline
BARLOW WEALTH PARTNERS, LLC86,992$21.2M2.78%+98313F-HRTimeline
Cohen Capital Management, Inc.86,318$21.2M3.63%-14,54013F-HRTimeline
MONTAG A & ASSOCIATES INC85,953$21.1M1.05%+2613F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT85,633$21M0.72%+32,55313F-HRTimeline
Cyndeo Wealth Partners, LLC85,625$21M1.38%+14,70513F-HRTimeline
NewSquare Capital LLC85,906$20.9M1.71%+78913F-HRTimeline
NIXON PEABODY TRUST CO85,081$20.9M1.77%-27313F-HRTimeline
Chicago Partners Investment Group LLC83,653$20.9M0.69%+1,10413F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.85,040$20.9M0.76%+3,63913F-HRTimelineGroup
Laurion Capital Management LP84,666$20.8M1.6%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC84,665$20.8M1.5%+97313F-HRTimeline
COURIER CAPITAL LLC84,645$20.8M1.36%+4713F-HRTimeline
Sand Hill Global Advisors, LLC84,110$20.6M0.85%-1,56613F-HRTimeline
ALERUS FINANCIAL NA84,019$20.6M1.65%+8,86813F-HRTimeline
Generate Investment Management Ltd83,987$20.6M1.45%+45,87913F-HRTimeline
Biondo Investment Advisors, LLC83,891$20.6M2.92%-4,25513F-HRTimeline
DNCA FINANCE83,471$20.5M1.7%-39513F-HRTimeline
GDS Wealth Management83,349$20.4M1.74%+3,47413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding87,763$20.3M-1,886Timeline
Ledyard National Bank82,904$20.3M2.01%-2,18413F-HRTimeline
Aviance Capital Partners, LLC82,900$20.3M2.86%+23513F-HRTimeline
Dynamic Advisor Solutions LLC82,762$20.3M0.67%-3,35713F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…82,680$20.3M2.29%-1,54613F-HRTimeline
Bridgewater Associates, LP82,467$20.2M0.09%new13F-HRTimeline
Clarity Financial LLC82,252$20.2M2.32%+14,20613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT82,063$20.1M1.33%-3,82313F-HRTimelineGroup
MIDDLETON & CO INC/MA81,792$20.1M2.34%-2,26913F-HRTimeline
JGP Wealth Management, LLC81,691$20M2.64%-10,69613F-HRTimeline
Peak Asset Management, LLC81,279$19.9M3.79%-4,06513F-HRTimeline
Palisade Asset Management, LLC80,883$19.8M2.04%-4013F-HRTimeline
Gotham Asset Management, LLC80,758$19.8M0.17%+8,23513F-HRTimeline
CULLINAN ASSOCIATES INC80,383$19.7M1.39%-2,75913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP80,350$19.7M0.33%-2,62913F-HRTimelineGroup
Verdence Capital Advisors LLC80,185$19.7M1.5%-45413F-HRTimeline
King Wealth Management Group80,037$19.6M2.98%-16513F-HRTimeline
GENERAL AMERICAN INVESTORS CO INC80,000$19.6M1.46%013F-HRTimeline
Archon Partners LLC80,000$19.6M2.38%013F-HRTimeline
Gladstone Institutional Advisory LLC79,895$19.6M0.91%-2,33613F-HRTimeline
Siemens Fonds Invest GmbH79,851$19.6M1.35%+73113F-HRTimeline
ANDERSON HOAGLAND & CO90,305$19.6M2.32%-8,21013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.79,598$19.6M0.88%-24,93213F-HRTimeline
MainStreet Investment Advisors LLC79,775$19.6M2.85%-3,24913F-HRTimeline
Interval Partners, LP79,757$19.6M0.69%+3,60513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management79,712$19.6M0.05%+71,99713F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp79,564$19.5M2.73%-48613F-HRTimelineGroup
FARMERS TRUST CO79,537$19.5M3.67%-5,18713F-HRTimeline
Whitener Capital Management, Inc.79,496$19.5M5.52%-34113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise79,482$19.5M0.86%13F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC79,351$19.5M1.7%-2,08313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT78,931$19.4M0.58%+1,78413F-HRTimeline
Allen Mooney & Barnes Investment Adviso…78,721$19.3M3.14%-2,21913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.77,909$19.1M2.43%-37613F-HRTimeline
Sienna Gestion79,744$19M1.54%-4,74713F-HRTimeline
Pictet North America Advisors SA77,421$19M1.9%+3,28613F-HRTimeline
BAXTER BROS INC77,370$19M2.5%-1,03713F-HRTimeline
Teamwork Financial Advisors, LLC77,339$19M2.61%+10,22913F-HRTimeline
Wealthspire Advisors, LLC77,328$19M0.11%-1,18013F-HRTimeline
QUADRANT CAPITAL GROUP LLC77,208$18.9M0.7%+29,63813F-HRTimeline
Tufton Capital Management76,645$18.8M3.62%-3,38513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION76,276$18.7M1.81%-8,28313F-HRTimeline
CABOT WEALTH MANAGEMENT INC76,186$18.7M2.38%-16,51113F-HRTimeline
SIGNATUREFD, LLC76,117$18.7M0.35%+16813F-HRTimeline
Advisors Asset Management, Inc.75,979$18.6M0.35%-1,55913F-HR/ATimeline
Leith Wheeler Investment Counsel Ltd.75,877$18.6M1.29%+3,35613F-HRTimeline
FourThought Financial Partners, LLC75,787$18.6M1.95%-2,19613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC75,718$18.6M0.85%+47313F-HRTimeline
DIVERSIFIED TRUST CO75,631$18.6M0.46%+1,00013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…76,989$18.5M0.18%-1,67013F-HRTimeline
Community Bank, N.A.74,825$18.4M2.46%-99613F-HRTimeline
SlateStone Wealth, LLC74,717$18.3M1.84%+1,68513F-HRTimeline
GLOBALT Investments LLC / GA74,530$18.3M0.75%-21213F-HRTimeline
CCM INVESTMENT ADVISERS LLC74,431$18.3M2.24%-10,82413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC74,425$18.3M0.78%+11,53713F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP74,424$18.3M1.75%-2,14813F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.74,342$18.2M1.67%+1,06813F-HRTimelineGroup
BURNS J W & CO INC/NY74,248$18.2M2.36%-37413F-HRTimeline
VANTAGE WEALTH73,963$18.1M4.1%-15,30013F-HRTimeline
Holocene Advisors, LP73,884$18.1M0.05%+22,31813F-HRTimeline
Sowell Financial Services LLC73,663$18.1M0.82%+1,33213F-HRTimeline
JB Capital LLC73,577$18M0.99%+48613F-HRTimeline
Circle Wealth Management, LLC73,445$18M0.42%-1,13013F-HRTimeline
Journey Advisory Group, LLC73,227$18M1.47%+2,05013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.73,152$17.9M1.93%-14,90413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT72,767$17.8M0.78%+1,24113F-HRTimeline
Cohen Klingenstein LLC72,700$17.8M0.65%013F-HRTimeline
Sigma Planning Corp72,632$17.8M0.57%+1,67413F-HRTimeline
Red Door Wealth Management, LLC72,225$17.7M2.62%+2,55513F-HRTimeline
BDF-GESTION72,211$17.7M1.93%013F-HRTimeline
Stockman Wealth Management, Inc.72,167$17.7M2.62%-2,93313F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA72,055$17.7M2.6%-10,33613F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC71,665$17.6M1.2%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding71,393$17.5M+3,612Timeline
Richard C. Young & CO., LTD.71,299$17.5M1.88%+4913F-HRTimeline
WOODSTOCK CORP70,798$17.4M1.72%+59113F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS70,586$17.3M0.83%-2,16713F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…70,459$17.3M0.86%-83013F-HRTimeline
Allied Investment Advisors, LLC70,153$17.2M3.26%+64313F-HRTimeline
CONNORS INVESTOR SERVICES INC70,159$17.2M1.71%-1,56413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.69,967$17.2M1.08%-15,65413F-HRTimelineGroup
United Asset Strategies, Inc.69,848$17.1M1.59%-11,00313F-HRTimeline
Orange Investment Advisors, Inc.69,570$17.1M2.04%-2,93813F-HRTimeline
1ST SOURCE BANK69,558$17.1M1.01%-1,63613F-HRTimeline
Heritage Trust Co69,334$17M2.06%-3,54713F-HRTimeline
Caldwell Trust Co69,194$17M1.82%-2,33413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK80,099$16.9M1.55%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group68,721$16.9M2.21%-68313F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC68,546$16.8M1.21%-1,17313F-HRTimeline
PFG Investments, LLC68,541$16.8M1.08%-1,44613F-HRTimeline
Venturi Wealth Management, LLC68,332$16.8M0.87%+50,39813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.67,854$16.7M0.26%-20,78313F-HRTimelineGroup
Iowa State Bank67,783$16.6M3.53%-5,09413F-HRTimeline
SteelPeak Wealth, LLC67,628$16.6M0.71%+13,83213F-HRTimeline
Copeland Capital Management, LLC67,462$16.5M0.33%-1,34713F-HRTimeline
Granite Investment Partners, LLC67,370$16.5M0.84%+23,17513F-HRTimeline
DSG Capital Advisors, LLC67,218$16.5M3.33%+38013F-HRTimeline
Legacy Private Trust Co.67,182$16.5M1.13%-5,02413F-HRTimeline
Barbara Oil Co.67,000$16.4M6.67%-50013F-HRTimeline
Sterling Capital Management LLC66,983$16.4M0.25%-6,27413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC66,911$16.4M0.41%+4,96813F-HRTimeline
AMG National Trust Bank66,803$16.4M0.46%+13,91113F-HRTimeline
GREENWOOD GEARHART LLC66,672$16.4M1.13%-1,42613F-HRTimeline
JCIC Asset Management Inc.66,465$16.3M6.81%-48113F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO66,446$16.3M3.11%+32313F-HRTimeline
Haverford Financial Services, Inc.66,254$16.3M5.01%-82513F-HRTimeline
Intellus Advisors LLC66,237$16.2M2.84%-76413F-HRTimeline
WINSLOW ASSET MANAGEMENT INC66,177$16.2M3.58%-3,57013F-HRTimeline
FIRST AMERICAN TRUST, FSB66,169$16.2M1.49%-4,25813F-HRTimeline
River Wealth Advisors LLC66,074$16.2M2.25%+28413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC65,974$16.2M0.39%+3,14513F-HRTimeline
STRATEGY ASSET MANAGERS LLC65,921$16.2M3.33%-4,39213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC65,884$16.2M1.54%-79113F-HRTimeline
TrinityBridge Ltd65,715$16.1M0.46%+7,59913F-HRTimeline
Telos Capital Management, Inc.65,287$16M1.74%+45713F-HRTimeline
BANQUE PICTET & CIE SA65,219$16M0.17%-3,57913F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…65,584$15.9M0.49%-200,50313F-HRTimelineGroup
Princeton Global Asset Management LLC64,793$15.9M3.16%+38213F-HRTimeline
Integrated Advisors Network LLC64,788$15.9M0.8%-13,74313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC64,397$15.8M3.03%-4,12313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding64,583$15.8M-10,349Timeline
GRIFFIN ASSET MANAGEMENT, INC.64,113$15.7M1.93%-52513F-HRTimeline
Wells Trecaso Financial Group, LLC64,100$15.7M5.24%+12713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC63,907$15.7M2.69%-4,10913F-HRTimeline
One Capital Management, LLC63,802$15.7M0.53%+12713F-HRTimeline
IHT Wealth Management, LLC63,769$15.6M0.49%+6,76613F-HRTimeline
SHELL ASSET MANAGEMENT CO63,763$15.6M0.74%-2,40113F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP63,748$15.6M1.15%-3,54413F-HRTimelineGroup
Farmers National Bank63,693$15.6M4.41%-1,55613F-HRTimeline
VestGen Advisors, LLC63,659$15.6M0.71%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC63,578$15.6M0.22%+1,22813F-HRTimeline
MEANS INVESTMENT CO., INC.63,306$15.5M1.65%-17,91413F-HRTimeline
Ethic Inc.63,515$15.5M0.31%+8,16613F-HRTimeline
CAMDEN NATIONAL BANK62,731$15.4M2.29%-2,72713F-HRTimeline
Compound Planning, Inc.62,665$15.4M0.7%+87413F-HRTimeline
FAGAN ASSOCIATES, INC.62,654$15.4M2.56%-1,52913F-HRTimeline
Roundview Capital LLC62,476$15.3M1.11%+6613F-HRTimeline
Sara-Bay Financial63,079$15.3M6.77%+31513F-HRTimeline
SPINNAKER TRUST62,438$15.3M1%-6,16513F-HRTimeline
Sound View Wealth Advisors Group, LLC62,344$15.3M1.25%-29613F-HRTimeline
Simmons Bankin group Simmons Bank62,205$15.3M1.15%-1,03813F-HRTimelineGroup
Torray Investment Partners LLC62,097$15.2M2.27%-16,99613F-HRTimeline
Covea Finance61,700$15.1M0.69%new13F-HRTimeline
NatWest Group plcin group NatWest Group plc61,643$15.1M4.46%-14,68113F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…61,529$15.1M0.39%+34,68613F-HRTimeline
BURLING WEALTH PARTNERS, LLC61,450$15.1M3.17%+88813F-HRTimeline
Carmel Capital Management L.L.C.61,372$15.1M6.11%-7513F-HRTimeline
WealthBridge Investment Counsel Inc.61,131$15M5.46%-45513F-HRTimeline
SFE Investment Counsel61,077$15M2.99%-4,35613F-HRTimeline
Buckley Wealth Management, LLC61,021$15M4.66%-2,16613F-HRTimeline
NJ State Employees Deferred Compensatio…61,000$15M1.92%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP60,799$14.9M0.61%+33,90713F-HR/ATimeline
Cardinal Point Capital Management ULC60,888$14.9M1.37%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…60,800$14.9M0.42%new13F-HRTimelineGroup