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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
Vantage Investment Partners, LLC60,715$14.9M1.25%013F-HRTimeline
Zuckerman Investment Group, LLC60,566$14.9M1.59%-73513F-HRTimeline
Cornerstone Wealth Group, LLC60,359$14.8M1.23%-1,83313F-HRTimeline
EQUITABLE TRUST CO60,205$14.8M0.82%+31213F-HRTimeline
Greystone Financial Group, LLC60,166$14.8M2.68%+85913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC60,165$14.8M3.15%-2,18313F-HRTimeline
AR ASSET MANAGEMENT INC60,046$14.7M3.34%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT60,006$14.7M0.98%+6,00713F-HRTimeline
CADINHA & CO LLC59,682$14.6M3.15%-64,49113F-HRTimeline
COUNTRY CLUB BANK60,171$14.6M0.98%-6,86413F-HRTimeline
Willis Investment Counsel59,520$14.6M0.98%-82113F-HRTimeline
SCS Capital Management LLC59,437$14.6M0.19%new13F-HR/ATimeline
TWIN CAPITAL MANAGEMENT INC59,423$14.6M1.7%-10113F-HRTimeline
Artemis Investment Management LLP59,405$14.6M0.22%-9,38613F-HRTimeline
CPC Advisors, LLC59,400$14.6M2.01%+79213F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX59,238$14.5M3.89%-29113F-HRTimeline
Traynor Capital Management, Inc.59,080$14.5M1.23%+33213F-HRTimeline
GAM Holding AGin group GAM Holding AG59,044$14.5M1.12%-31,66713F-HRTimelineGroup
Tairen Capital Ltd58,995$14.5M0.96%new13F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC58,959$14.5M1.15%-1,01313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV58,720$14.4M1.1%-4,94113F-HRTimeline
New Age Alpha Advisors, LLC58,671$14.4M0.65%-45,78913F-HRTimeline
Chicago Capital, LLC58,586$14.4M0.41%+2,86213F-HRTimeline
AlphaCore Capital LLC58,517$14.4M1.22%+7,81313F-HRTimeline
Walter Public Investments Inc.58,324$14.3M2.67%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co58,195$14.3M1%-50713F-HRTimelineGroup
Laurel Wealth Advisors LLC58,054$14.2M2.23%-1,55513F-HRTimeline
Stolper Co57,813$14.2M4.65%-1,02713F-HRTimeline
Plato Investment Management Ltd57,163$14.2M1.19%-1,44413F-HRTimeline
FOSTER & MOTLEY INC57,738$14.2M0.89%-3,78813F-HRTimeline
EFG Private Wealth Management (Americas…57,689$14.2M2.87%-1,07113F-HRTimeline
Addenda Capital Inc.57,688$14.2M0.52%+19413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC58,040$14.1M1.5%+3,35613F-HRTimeline
Mirador Capital Partners LP57,543$14.1M2.47%+2,76613F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC57,439$14.1M2.67%-35213F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…57,239$14M0.92%-13113F-HRTimeline
SRH ADVISORS, LLC57,220$14M4.33%013F-HRTimeline
Meridian Wealth Advisors, LLC57,189$14M2.38%-13413F-HRTimeline
INDEPENDENT INVESTORS INC56,934$14M2.96%013F-HRTimeline
Spectrum Wealth Counsel, LLC56,869$13.9M1.67%-5813F-HRTimeline
VALICENTI ADVISORY SERVICES INC56,865$13.9M3.59%-6,51513F-HRTimeline
Venator Management LLC56,570$13.9M4.14%-67513F-HRTimeline
Richard Bernstein Advisors LLC56,524$13.9M0.34%+29,52913F-HRTimeline
Mengis Capital Management, Inc.56,291$13.8M2.88%-70413F-HRTimeline
Next Level Private LLC56,284$13.8M5.14%+9013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.56,204$13.8M3.04%-4,50013F-HRTimeline
BANK OF HAWAII56,202$13.8M0.79%-2,17113F-HRTimeline
LYNCH & ASSOCIATES/IN56,132$13.8M2.98%-1,14213F-HRTimeline
Perennial Advisors, LLC56,122$13.8M2.75%-1,04713F-HRTimeline
NWI MANAGEMENT LP56,000$13.7M1.83%013F-HRTimeline
Visionary Wealth Advisors55,967$13.7M0.82%-2,56713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding55,886$13.7M0Timeline
Frank, Rimerman Advisors LLC55,859$13.7M1.09%-48413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.55,768$13.7M0.67%-2,98313F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.55,722$13.7M0.62%-4,56813F-HRTimeline
Community Bank of Raymore55,720$13.7M11.05%-40013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding55,807$13.7M+5,329Timeline
TWINBEECH CAPITAL LP55,603$13.6M0.25%-21,71113F-HRTimeline
one8zero8, LLC55,559$13.6M3.22%-2,18013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC69,341$13.6M1.33%+5313F-HRTimeline
Radnor Capital Management, LLC55,534$13.6M2.28%-2,57313F-HRTimeline
Cardinal Capital Management55,406$13.6M2.1%-1,14413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding55,830$13.6M-418Timeline
MUFG SECURITIES AMERICAS INC.55,207$13.5M1.57%+8,56513F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.55,140$13.5M0.58%+4,99413F-HRTimeline
Matthew 25 Management Corp55,000$13.5M4.97%-10,75013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC54,996$13.5M0.5%-35413F-HRTimelineGroup
Capstone Financial Advisors, Inc.54,976$13.5M0.85%+1913F-HRTimeline
EagleClaw Capital Managment, LLC54,943$13.5M2.12%-1,00813F-HRTimeline
Core Alternative Capital54,890$13.5M3.24%-20,67613F-HRTimeline
Magnus Financial Group LLC54,811$13.4M1.3%+71713F-HRTimeline
Buffington Mohr McNeal54,788$13.4M2.65%-12,38013F-HRTimeline
Keystone Financial Group52,943$13.4M1.37%+17113F-HRTimeline
PITTENGER & ANDERSON INC54,590$13.4M0.49%+74113F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…54,451$13.4M3.35%-19,54613F-HRTimelineGroup
Cadence Bank54,410$13.3M0.95%-1,45013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.54,188$13.3M2.03%-19313F-HRTimeline
Beverly Hills Private Wealth, LLC54,080$13.3M2.63%-23513F-HRTimeline
Vestcor Inc53,992$13.2M0.45%+98113F-HRTimeline
Douglass Winthrop Advisors, LLC53,749$13.2M0.25%+6913F-HRTimeline
NorthRock Partners, LLC61,338$13.2M0.44%+67713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC53,636$13.2M0.95%+36,38713F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC53,571$13.1M3.9%+39813F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P53,400$13.1M1.65%013F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI53,353$13.1M1.46%+40,76913F-HRTimeline
HOERTKORN RICHARD CHARLES53,297$13.1M6.05%-1,56013F-HRTimeline
Exane Asset Management49,243$13M7.59%new13F-HR/ATimeline
Waratah Capital Advisors Ltd.53,142$13M0.89%+51,21813F-HRTimeline
Hartford Financial Management Inc.53,030$13M2.69%-75413F-HRTimeline
Ascent Wealth Partners, LLC52,787$12.9M1.74%+2,68313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC52,687$12.9M0.23%+51,47813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST52,677$12.9M1.43%+3,09113F-HRTimeline
Trajan Wealth LLC52,528$12.9M0.7%+3,20913F-HRTimeline
Annex Advisory Services, LLC52,395$12.9M0.36%-2,74613F-HRTimeline
Royal Fund Management, LLC51,923$12.8M1.53%-2,48713F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.52,613$12.8M4.78%+1,70813F-HRTimeline
Baker Ellis Asset Management LLC52,112$12.8M1.84%+24213F-HRTimeline
KG Capital Management52,576$12.8M4.14%+62413F-HRTimeline
Farther Finance Advisors, LLC52,427$12.8M0.33%+11,42913F-HRTimeline
Family Capital Trust Co52,003$12.8M4.57%-24413F-HRTimeline
Pine Valley Investments Ltd Liability Co51,876$12.7M0.82%-3,52313F-HRTimeline
Live Oak Private Wealth LLC51,800$12.7M2.06%-24313F-HRTimeline
Goelzer Investment Management, Inc.51,645$12.7M0.73%-54013F-HR/ATimeline
Joel Isaacson & Co., LLC51,603$12.7M0.57%+2,09913F-HRTimeline
Avantax Planning Partners, Inc.51,598$12.7M0.45%-1,67613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC51,590$12.7M3%+1,05013F-HRTimeline
Shorepoint Capital Partners LLC51,308$12.6M2.85%-3,63013F-HRTimeline
BOYAR ASSET MANAGEMENT INC.50,968$12.5M9.07%-3,66513F-HRTimeline
Apriem Advisors50,937$12.5M1.46%-19913F-HRTimeline
BRIGHTON JONES LLC50,920$12.5M0.4%+2,18813F-HRTimeline
Peterson Wealth Services50,793$12.5M3.86%+1,15313F-HRTimeline
Atlanta Consulting Group Advisors, LLC50,701$12.4M3.63%-67613F-HRTimeline
Inlet Private Wealth, LLC50,624$12.4M3.23%-1,72513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC50,594$12.4M0.76%-2,84413F-HRTimeline
Miramar Capital, LLC50,460$12.4M2.94%-1,61813F-HRTimeline
CENTAURUS FINANCIAL, INC.50,450$12.4M0.75%+43113F-HRTimeline
Rench Wealth Management, Inc.50,378$12.4M4.27%-39013F-HRTimeline
Voleon Capital Management LP50,109$12.3M0.96%-24,97813F-HRTimeline
Community Bank & Trust, Waco, Texas50,086$12.3M2.89%-43413F-HRTimeline
Turtle Creek Wealth Advisors, LLC49,863$12.2M1.83%+8,84313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …49,791$12.2M1.59%+31,92113F-HRTimelineGroup
Marietta Wealth Management, LLC49,506$12.1M1.78%-26513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.49,377$12.1M0.66%+2,58913F-HR/ATimelineGroup
Baldwin Investment Management, LLC49,336$12.1M1.45%+2,15413F-HRTimeline
Fulton Bank, N.A.49,232$12.1M0.49%-4,08213F-HRTimeline
Adalta Capital Management LLC49,158$12.1M6.42%+10913F-HRTimeline
Commonwealth Retirement Investments LLC49,124$12.1M4.9%+3813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC48,980$12M0.63%+31113F-HRTimeline
Sage Mountain Advisors LLC48,980$12M0.89%+36913F-HRTimeline
Confluence Wealth Services, Inc.49,779$12M0.76%+5,73813F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC48,796$12M1.44%-68813F-HRTimeline
BRAVE ASSET MANAGEMENT INC48,663$11.9M3.75%+813F-HRTimeline
Fulcrum Capital LLC48,561$11.9M2.64%-2,10913F-HRTimeline
Stokes Family Office, LLC48,521$11.9M1.34%-88613F-HRTimeline
Generali Investments CEE, investicni sp…48,511$11.9M1.11%+3,41113F-HRTimeline
YHB Investment Advisors, Inc.48,314$11.9M0.99%+45913F-HRTimeline
Shepherd Financial Partners LLC48,114$11.8M1.38%+96613F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …48,000$11.8M0.4%-40013F-HRTimelineGroup
PIONEER TRUST BANK N A/OR47,826$11.7M3.09%-1,07913F-HRTimeline
HWG Holdings LP47,740$11.7M5.22%+19,37313F-HRTimeline
PDS Planning, Inc47,659$11.7M0.99%+1,09513F-HRTimeline
MITCHELL SINKLER & STARR/PA47,609$11.7M3.27%-2,16313F-HRTimeline
Embree Financial Group47,525$11.7M1.95%+1,43013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.47,393$11.6M1.74%-2,36013F-HRTimeline
Blue Trust, Inc.47,291$11.6M0.15%+2,64313F-HRTimeline
Van Hulzen Asset Management, LLC47,059$11.5M1.05%-69313F-HRTimeline
SevenBridge Financial Group, LLC44,362$11.5M2.27%-3,00013F-HRTimeline
Coastal Bridge Advisors, LLC46,984$11.5M1.04%+36,88813F-HR/ATimeline
BOSTON FAMILY OFFICE LLC46,937$11.5M0.82%-47913F-HRTimeline
Financial Partners Group, LLC46,925$11.5M5%-1,12513F-HRTimeline
Apexium Financial, LP46,792$11.5M0.68%+22,43813F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.46,761$11.5M2.82%+3,02913F-HRTimelineGroup
McGinn Penninger Investment Management,…46,712$11.5M7.5%-61213F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC46,682$11.5M0.05%+4,72613F-HRTimeline
Community Financial Services Group, LLC46,584$11.4M2.48%-75913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE46,549$11.4M2.12%13F-HRTimeline
CHEMUNG CANAL TRUST CO46,530$11.4M2.51%-4,03613F-HRTimeline
Trueblood Wealth Management, LLC46,431$11.4M5.28%-3,14813F-HRTimeline
Prosperity Consulting Group, LLC46,175$11.3M0.88%+48613F-HRTimeline
Stokes Capital Advisors, LLC46,089$11.3M2.87%+39813F-HRTimeline
SCHULHOFF & CO INC45,975$11.3M4.99%-18113F-HRTimeline
Mystic Asset Management, Inc.45,954$11.3M2.97%+2,30913F-HRTimeline
BALLAST ADVISORS LLC45,873$11.3M3.59%-2,89213F-HRTimeline
PLIMOTH TRUST CO LLC45,798$11.2M2.93%-1,43013F-HRTimeline
IFP Advisors, Inc45,720$11.2M0.35%+1,57713F-HRTimeline
Bard Financial Services, Inc.45,685$11.2M1.37%-2,04513F-HRTimeline
Pettee Investors, Inc.45,596$11.2M6.66%-15,94113F-HRTimeline
Westover Capital Advisors, LLC45,544$11.2M2.48%-68013F-HRTimeline
BEARING POINT CAPITAL, LLC45,468$11.2M2.37%+4,10613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …45,333$11.1M1.6%-1,21913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC45,246$11.1M0.38%-83013F-HRTimeline
Patton Albertson Miller Group, LLC45,213$11.1M1.65%-6,41813F-HR/ATimeline
XML Financial, LLC45,104$11.1M1.03%-43213F-HRTimeline
Brown Miller Wealth Management, LLC45,075$11.1M3.83%+30413F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC44,985$11M1.79%-2,72513F-HRTimeline
DUNCKER STREETT & CO INC44,984$11M2.19%+46613F-HRTimeline
Ipswich Investment Management Co., Inc.44,869$11M2.73%-28613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV44,634$10.9M4.22%+1,05013F-HRTimeline
Altrafin AG44,600$10.9M4.25%-28,59513F-HRTimeline
First Western Trust Bank44,587$10.9M0.52%-1,45113F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…44,557$10.9M3.29%+9813F-HRTimeline
Giverny Capital Inc.44,483$10.9M0.4%+62113F-HR/ATimeline
PITCAIRN COin group PITCAIRN CO44,481$10.9M0.66%+2,33013F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.44,477$10.9M5.5%-36313F-HRTimeline
Elk River Wealth Management LLC44,319$10.9M2.04%-18313F-HRTimeline
1248 Management, LLC44,147$10.8M4.63%+29513F-HR/ATimeline
Bangor Savings Bank44,134$10.8M1.02%-1,46913F-HRTimeline
SageView Advisory Group, LLC44,074$10.8M0.46%-97113F-HRTimeline
Jaffetilchin Investment Partners, LLC44,058$10.8M0.78%+1,13213F-HRTimeline
Canal Capital Management, LLC43,992$10.8M1.81%-72513F-HRTimeline
Harbour Capital Advisors, LLC47,182$10.8M2.67%-35313F-HRTimeline
PROFUND ADVISORS LLC43,955$10.8M0.47%-3,62213F-HRTimeline
COERENTE CAPITAL MANAGEMENT43,946$10.8M2.1%-8013F-HRTimeline
First National Bank of Mount Dora, Trus…43,772$10.7M2.62%+18,39013F-HRTimeline
Global Wealth Management Investment Adv…43,704$10.7M2.14%-71713F-HRTimeline
CITY HOLDING CO43,474$10.7M1.5%+92713F-HRTimeline
Claro Advisors Inc.43,356$10.6M1.42%+64313F-HRTimeline
Xcel Wealth Management, LLC43,316$10.6M3.31%-8,86713F-HRTimeline
INTRUST BANK NA43,251$10.6M1.05%+11913F-HRTimeline
Mirabaud Asset Management Ltd43,675$10.6M5.55%-78513F-HRTimeline