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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
Knights of Columbus Asset Advisors LLC60,385$14.5M0.96%+1,78413F-HRTimeline
Willis Investment Counsel60,341$14.5M0.95%-5913F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.60,290$14.5M0.63%+1,42913F-HRTimeline
Journey Advisory Group, LLC71,177$14.4M1.72%013F-HRTimeline
AR ASSET MANAGEMENT INC60,046$14.4M3.26%-3,88513F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC59,972$14.4M1.09%-68813F-HRTimeline
EQUITABLE TRUST CO59,893$14.4M0.8%+1,32513F-HRTimeline
Laurel Wealth Advisors LLC59,609$14.3M2.23%-51213F-HRTimeline
TWIN CAPITAL MANAGEMENT INC59,524$14.3M1.56%-6,03213F-HRTimeline
Greystone Financial Group, LLC59,307$14.2M2.47%+26813F-HRTimeline
Stolper Co58,840$14.1M4.7%-1,15413F-HRTimeline
Plato Investment Management Ltd58,607$14.1M1.04%+2,12313F-HRTimeline
EFG Private Wealth Management (Americas…58,760$14.1M2.74%+9,82613F-HRTimeline
Traynor Capital Management, Inc.58,748$14.1M1.09%+11,72913F-HRTimeline
DORCHESTER WEALTH MANAGEMENT Co58,741$14.1M2.81%-56013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co58,702$14.1M1.06%-76913F-HRTimelineGroup
CPC Advisors, LLC58,608$14M1.91%+99613F-HRTimeline
DRW Securities, LLC58,583$14M0.95%+21,13213F-HRTimeline
Visionary Wealth Advisors58,534$14M0.82%-1,75013F-HRTimeline
BANK OF HAWAII58,373$14M0.77%-29013F-HRTimeline
TrinityBridge Ltd58,116$13.9M0.39%013F-HRTimeline
Radnor Capital Management, LLC58,107$13.9M2.33%-5,44413F-HRTimeline
Geneos Wealth Management Inc.57,993$13.9M0.49%-73613F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC57,791$13.9M2.69%+27313F-HRTimeline
J.W. COLE ADVISORS, INC.57,740$13.8M0.56%+2,18013F-HRTimeline
one8zero8, LLC57,739$13.8M2.98%13F-HRTimeline
Addenda Capital Inc.57,494$13.8M0.49%+4,95313F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…57,370$13.8M0.75%-76013F-HRTimeline
Cyrus J. Lawrence, LLC57,348$13.7M2.66%-11213F-HRTimeline
Meridian Wealth Advisors, LLC57,323$13.7M2.27%-39213F-HRTimeline
Keystone Financial Group52,772$13.7M1.35%+30,69913F-HRTimeline
LYNCH & ASSOCIATES/IN57,274$13.7M2.98%-69613F-HRTimeline
Venator Management LLC57,245$13.7M3.95%-20513F-HRTimeline
SRH ADVISORS, LLC57,220$13.7M4.07%-2013F-HRTimeline
Perennial Advisors, LLC57,169$13.7M2.98%13F-HRTimeline
IHT Wealth Management, LLC57,003$13.7M0.44%-10,79413F-HRTimeline
Mengis Capital Management, Inc.56,995$13.7M2.79%-35913F-HRTimeline
INDEPENDENT INVESTORS INC56,934$13.6M2.7%013F-HRTimeline
Spectrum Wealth Counsel, LLC56,927$13.6M1.6%-27213F-HRTimeline
Cardinal Capital Management56,550$13.6M2.13%-94113F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC56,507$13.5M1.57%-3,55013F-HRTimeline
Frank, Rimerman Advisors LLC56,343$13.5M0.98%+63613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding56,248$13.5M-1,872Timeline
Next Level Private LLC56,194$13.5M5.43%-913F-HRTimeline
Community Bank of Raymore56,120$13.5M10.58%-4,28713F-HRTimeline
NWI MANAGEMENT LP56,000$13.4M1.06%-2,00013F-HRTimeline
EagleClaw Capital Managment, LLC55,951$13.4M2.13%+1,89113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding55,886$13.4M+1,669Timeline
Cadence Bank55,860$13.4M0.91%-61213F-HRTimeline
Chicago Capital, LLC55,724$13.4M0.35%-3,80613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC69,288$13.3M1.24%+77613F-HRTimeline
Pine Valley Investments Ltd Liability Co55,399$13.3M0.87%-2,84913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC55,350$13.3M0.53%-1,30413F-HRTimelineGroup
Ethic Inc.55,349$13.3M0.27%+21,87413F-HRTimeline
Annex Advisory Services, LLC55,141$13.2M0.4%+3,92713F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…55,208$13.2M0.2%13F-HRTimelineGroup
Capstone Financial Advisors, Inc.54,957$13.2M0.81%+72913F-HRTimeline
Shorepoint Capital Partners LLC54,938$13.2M3.01%-1,71813F-HRTimeline
HOERTKORN RICHARD CHARLES54,857$13.1M5.41%-1,32513F-HRTimeline
Royal Fund Management, LLC54,410$13.1M1.43%-4,50713F-HRTimeline
Mirador Capital Partners LP54,777$13.1M2.38%+25813F-HRTimeline
Danica Pension, Livsforsikringsaktiesel…54,748$13.1M0.25%+20,61713F-HRTimeline
BOYAR ASSET MANAGEMENT INC.54,633$13.1M8.64%-1,31313F-HRTimeline
ING GROEP NV54,520$13.1M0.09%-16,75313F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.54,381$13M1.92%+1,37613F-HRTimeline
SevenBridge Financial Group, LLC47,362$13M2.46%+56513F-HRTimeline
Beverly Hills Private Wealth, LLC54,315$13M2.63%+8,22513F-HRTimeline
Magnus Financial Group LLC54,094$13M1.25%+4,72313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT53,999$12.9M0.8%-98113F-HRTimeline
PITTENGER & ANDERSON INC53,849$12.9M0.47%-46413F-HRTimeline
SteelPeak Wealth, LLC53,796$12.9M0.53%-14,46813F-HRTimeline
Hartford Financial Management Inc.53,784$12.9M2.64%-40113F-HRTimeline
Douglass Winthrop Advisors, LLC53,680$12.9M0.25%-27013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC53,438$12.8M0.75%-2,81613F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P53,400$12.8M1.47%-2,80013F-HRTimelineGroup
Fulton Bank, N.A.53,314$12.8M0.49%-1,50313F-HRTimeline
Avantax Planning Partners, Inc.53,274$12.8M0.46%+1,50213F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC53,173$12.7M3.56%-3,12913F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT53,080$12.7M0.48%-43413F-HR/ATimeline
NorthRock Partners, LLC60,661$12.7M0.41%+1,89613F-HR/ATimeline
Vestcor Inc53,011$12.7M0.42%-2,55213F-HRTimeline
AMG National Trust Bank52,892$12.7M0.35%-1,09113F-HRTimeline
NBW CAPITAL LLC52,774$12.7M2.34%-48413F-HRTimeline
Inlet Private Wealth, LLC52,349$12.5M3.32%-1,26513F-HRTimeline
Family Capital Trust Co52,247$12.5M4.24%-1,87713F-HRTimeline
Goelzer Investment Management, Inc.52,185$12.5M0.73%-28113F-HRTimeline
Xcel Wealth Management, LLC52,183$12.5M3.47%-1,01013F-HRTimeline
Miramar Capital, LLC52,078$12.5M2.98%+413F-HRTimeline
Live Oak Private Wealth LLC52,043$12.5M2.1%-1,17313F-HRTimeline
Baker Ellis Asset Management LLC51,870$12.4M1.83%-11213F-HRTimeline
Patton Albertson Miller Group, LLC51,631$12.4M1.66%+1,62413F-HRTimeline
Holocene Advisors, LP51,566$12.4M0.04%new13F-HRTimeline
KG Capital Management51,952$12.3M3.97%-52813F-HRTimeline
Atlanta Consulting Group Advisors, LLC51,377$12.3M4.54%-40213F-HR/ATimeline
Texas Capital Bank Wealth Management Se…51,288$12.3M1.26%-74113F-HRTimeline
Apriem Advisors51,136$12.3M1.4%-13313F-HRTimeline
Rench Wealth Management, Inc.50,768$12.2M4.15%-20713F-HRTimeline
AlphaCore Capital LLC50,704$12.2M2.63%-1,29813F-HRTimeline
Fulcrum Capital LLC50,670$12.1M2.54%-26913F-HRTimeline
CHEMUNG CANAL TRUST CO50,566$12.1M2.53%-4,85713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC50,540$12.1M2.82%+45113F-HRTimeline
Community Bank & Trust, Waco, Texas50,520$12.1M2.76%+83713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding50,478$12.1M+3,181Timeline
MIRAE ASSET SECURITIES (USA) INC.50,146$12M0.56%-7013F-HRTimeline
Ascent Wealth Partners, LLC50,104$12M1.62%-92513F-HRTimeline
CENTAURUS FINANCIAL, INC.50,019$12M0.73%+8,10713F-HRTimeline
Access Investment Management LLC50,000$12M3.47%013F-HRTimeline
MITCHELL SINKLER & STARR/PA49,772$11.9M3.18%-95413F-HRTimeline
Marietta Wealth Management, LLC49,771$11.9M1.71%-53013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.49,753$11.9M1.71%-3,81413F-HRTimeline
Peterson Wealth Services49,640$11.9M3.57%+4,46913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST49,586$11.9M1.33%+1,11713F-HRTimeline
Trueblood Wealth Management, LLC49,579$11.9M5.86%-3,85413F-HRTimeline
Joel Isaacson & Co., LLC49,504$11.9M0.53%+1,94513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC49,484$11.9M1.48%-1,16913F-HRTimeline
Stokes Family Office, LLC49,407$11.8M1.26%+1,92313F-HRTimeline
Executive Wealth Management, LLC49,320$11.8M0.93%-5,41113F-HRTimeline
Trajan Wealth LLC49,319$11.8M0.65%-12013F-HRTimeline
Commonwealth Retirement Investments LLC49,086$11.8M4.85%-15913F-HRTimeline
Adalta Capital Management LLC49,049$11.8M6.14%+14013F-HRTimeline
HTLF Bank48,932$11.7M1.33%-1,78013F-HRTimeline
PIONEER TRUST BANK N A/OR48,905$11.7M2.95%-36713F-HRTimeline
Confluence Wealth Services, Inc.44,041$11.7M0.76%-95913F-HRTimeline
BALLAST ADVISORS LLC48,765$11.7M3.6%-39713F-HRTimeline
BRIGHTON JONES LLC48,732$11.7M0.34%+4,84113F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC48,669$11.7M0.61%-1,47513F-HRTimeline
BRAVE ASSET MANAGEMENT INC48,655$11.7M3.71%-70413F-HRTimeline
Sage Mountain Advisors LLC48,611$11.7M0.85%+1,42013F-HRTimeline
GFS Advisors, LLC48,516$11.6M1.77%-9,47713F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …48,400$11.6M0.41%-2,20013F-HRTimelineGroup
Harbour Capital Advisors, LLC47,535$11.6M2.58%-1,07413F-HRTimeline
Tradewinds, LLC.42,111$11.5M3.2%+1,45313F-HRTimeline
Financial Partners Group, LLC48,050$11.5M4.78%-27513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK47,964$11.5M0.37%+46013F-HRTimelineGroup
YHB Investment Advisors, Inc.47,855$11.5M0.94%+4,67913F-HRTimeline
Waldron Private Wealth LLC47,832$11.5M0.46%+1,72313F-HRTimeline
Van Hulzen Asset Management, LLC47,752$11.4M0.84%+1,16513F-HRTimeline
Bard Financial Services, Inc.47,730$11.4M1.37%-40013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC47,710$11.4M1.95%-10,41013F-HRTimeline
PROFUND ADVISORS LLC47,577$11.4M0.42%-4,45213F-HRTimeline
QUADRANT CAPITAL GROUP LLC47,570$11.4M0.79%-93913F-HRTimeline
Frisch Financial Group, Inc.47,455$11.4M3.44%-1,75413F-HRTimeline
BOSTON FAMILY OFFICE LLC47,416$11.4M0.78%-19813F-HRTimeline
Brown Shipley& Co Ltd47,373$11.4M5.64%-3,20513F-HRTimeline
Community Financial Services Group, LLC47,343$11.3M2.25%+1,53313F-HRTimeline
McGinn Penninger Investment Management,…47,324$11.3M7.58%-20713F-HRTimeline
PLIMOTH TRUST CO LLC47,228$11.3M2.91%-68713F-HRTimeline
Baldwin Investment Management, LLC47,182$11.3M1.47%-4,74013F-HRTimeline
AustralianSuper Pty Ltd47,160$11.3M0.05%+29,12913F-HRTimeline
Shepherd Financial Partners LLC47,148$11.3M1.35%+25713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.46,788$11.2M0.62%+14,35613F-HR/ATimelineGroup
L & S Advisors Inc46,729$11.2M1.23%-19,84413F-HRTimeline
MUFG SECURITIES AMERICAS INC.46,642$11.2M1.42%13F-HRTimeline
PDS Planning, Inc46,564$11.2M0.99%+5,83413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …46,552$11.2M1.6%13F-HRTimeline
CERTUITY, LLC46,456$11.1M1.21%-3,18013F-HRTimeline
Vise Technologies, Inc.46,233$11.1M0.92%-4,86913F-HRTimeline
Westover Capital Advisors, LLC46,224$11.1M2.44%+4013F-HRTimeline
SCHULHOFF & CO INC46,156$11.1M4.04%013F-HRTimeline
Embree Financial Group46,095$11M1.89%+17513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,076$11M0.37%+2,63513F-HRTimeline
First Western Trust Bank46,038$11M0.51%-94613F-HRTimeline
PARTHENON LLC45,813$11M1.33%+1,24013F-HRTimeline
Stokes Capital Advisors, LLC45,691$11M2.83%-18213F-HRTimeline
Prosperity Consulting Group, LLC45,689$11M0.82%+62613F-HRTimeline
Bangor Savings Bank45,603$10.9M1.03%-80513F-HRTimeline
XML Financial, LLC45,536$10.9M1%-1,70913F-HRTimeline
Bridge Creek Capital Management LLC45,257$10.8M3.34%-1,75213F-HRTimeline
Ipswich Investment Management Co., Inc.45,155$10.8M2.6%-12313F-HRTimeline
Generali Investments CEE, investicni sp…45,100$10.8M1.11%13F-HRTimeline
SageView Advisory Group, LLC45,045$10.8M0.46%+12,36613F-HRTimeline
Compass Wealth Management LLC44,950$10.8M2.6%-4,60913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.44,840$10.7M5.34%-17113F-HRTimeline
DAVIS-REA LTD.44,812$10.7M5.44%-1,39013F-HRTimeline
Brown Miller Wealth Management, LLC44,771$10.7M4.12%-58113F-HRTimeline
Canal Capital Management, LLC44,717$10.7M1.74%-1,20713F-HRTimeline
Blue Trust, Inc.44,648$10.7M0.14%-7,17013F-HR/ATimeline
DUNCKER STREETT & CO INC44,518$10.7M1.98%-9813F-HRTimeline
Elk River Wealth Management LLC44,502$10.7M1.93%-42513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…44,459$10.7M3.22%-98513F-HRTimeline
Global Wealth Management Investment Adv…44,421$10.6M2.19%+86313F-HRTimeline
Mirabaud Asset Management Ltd44,460$10.6M4.95%+5,09413F-HRTimeline
Hodges Capital Management Inc.44,307$10.6M0.64%-1,45113F-HRTimeline
Granite Investment Partners, LLC44,195$10.6M0.46%+19513F-HRTimeline
IFP Advisors, Inc44,143$10.6M0.35%-5,44613F-HRTimeline
InvesTrust44,160$10.6M2.94%13F-HRTimeline
ADVOCATE GROUP LLC44,091$10.6M1.99%-73713F-HRTimeline
Stablepoint Partners, LLC44,081$10.6M1.94%-113F-HRTimeline
COERENTE CAPITAL MANAGEMENT44,026$10.6M1.97%-1,21513F-HRTimeline
RPG Investment Advisory, LLC43,960$10.5M1.41%+13913F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC43,916$10.5M2.06%-55613F-HRTimeline
Giverny Capital Inc.43,862$10.5M0.38%+53813F-HR/ATimeline
1248 Management, LLC43,852$10.5M4.53%13F-HRTimeline
Bridgewater Advisors Inc.42,406$10.5M1.1%-63813F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.43,732$10.5M2.82%+4,37513F-HRTimelineGroup
Bradley & Co. Private Wealth Management…43,683$10.5M6.54%13F-HRTimeline
Mystic Asset Management, Inc.43,645$10.5M2.81%+17,90013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…43,589$10.4M2.59%-76713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV43,584$10.4M3.82%+72313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC43,525$10.4M0.68%+2713F-HRTimeline