Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

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
BCWM, LLC43,504$10.4M3.71%13F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.43,416$10.4M1.92%+59513F-HRTimeline
Bray Capital Advisors43,327$10.4M2.81%-6,44913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC43,165$10.3M1.35%-1,19513F-HRTimeline
INTRUST BANK NA43,132$10.3M1.05%+32213F-HRTimeline
Unison Asset Management LLC43,128$10.3M5.07%+1,21613F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC43,041$10.3M0.97%-2,00513F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…42,980$10.3M1.89%-1,35613F-HRTimeline
Jaffetilchin Investment Partners, LLC42,926$10.3M0.75%+2613F-HRTimeline
Avior Wealth Management, LLC42,913$10.3M0.38%-5,60213F-HRTimeline
Strategic Advisors LLC42,845$10.3M1.86%+2,71413F-HRTimeline
Providence Capital Advisors, LLC42,816$10.3M2.08%+50513F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.50,905$10.2M4.1%-2,44213F-HRTimeline
Claro Advisors Inc.42,713$10.2M1.39%-1,83113F-HRTimeline
SOROS FUND MANAGEMENT LLCgroup of 2 filers holding42,650$10.2M-11,950Timeline
EVEXIA WEALTH LLC37,037$10.2M3.46%-2,21813F-HRTimeline
Onex Canada Asset Management Inc.42,585$10.2M1.22%-3,04013F-HRTimeline
CITY HOLDING CO42,547$10.2M1.45%-2,68113F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV42,452$10.2M4.96%-4513F-HRTimeline
BEACON FINANCIAL GROUP42,435$10.2M1.09%-79713F-HRTimeline
Schechter Investment Advisors, LLC42,352$10.2M0.78%-2,16413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA42,316$10.1M2.31%-1,55013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC42,217$10.1M1.71%-14313F-HRTimeline
PITCAIRN COin group PITCAIRN CO42,151$10.1M0.6%-3,18013F-HRTimelineGroup
Jacobi Capital Management LLC42,007$10.1M0.75%-45913F-HRTimeline
VIKING FUND MANAGEMENT LLC42,000$10.1M1.57%013F-HRTimeline
Nelson Capital Management, LLC41,985$10.1M1.67%-1,98113F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC41,956$10.1M0.04%-55513F-HRTimeline
Wealth Advisory Solutions, LLC41,849$10M2.81%+58113F-HRTimeline
First Interstate Bank41,610$9.97M0.6%-89813F-HRTimeline
Chronos Wealth Management, LLC41,462$9.94M5.07%-21013F-HRTimeline
Callan Family Office, LLC41,460$9.94M0.63%+32,91713F-HRTimeline
BEARING POINT CAPITAL, LLC41,362$9.91M2.07%13F-HRTimeline
Trivium Point Advisory, LLC41,325$9.91M1.25%+6,42213F-HRTimeline
EARNEST PARTNERS LLC41,293$9.9M0.04%-6,60313F-HRTimeline
First Nebraska Trust Co41,291$9.9M0.96%+29013F-HRTimeline
Buck Wealth Strategies, LLC41,286$9.9M2.06%+66713F-HRTimeline
WESPAC Advisors SoCal, LLC41,266$9.89M2.24%-3,53513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,582,078$9.88M0.83%-7,372,14613F-HRTimeline
Redmond Asset Management, LLC41,125$9.86M2.46%-67013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…41,073$9.85M0.92%+33913F-HRTimeline
Verition Fund Management LLC41,069$9.84M0.05%+32,23413F-HRTimeline
Turtle Creek Wealth Advisors, LLC41,020$9.83M2.27%+56613F-HRTimeline
RBF Capital, LLC41,000$9.83M0.51%013F-HRTimeline
Farther Finance Advisors, LLC40,998$9.83M0.36%-2,89713F-HRTimeline
Graves Light Lenhart Wealth, Inc.40,934$9.81M1.22%-29813F-HRTimeline
Parcion Private Wealth LLC40,925$9.81M0.75%-15413F-HRTimeline
Semmax Financial Advisors Inc.35,450$9.8M2.61%-99813F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.32,053$9.79M3.84%-14,35913F-HRTimeline
Concentric Capital Strategies, LP40,804$9.78M0.62%+5,22413F-HRTimeline
DT Investment Partners, LLC40,759$9.77M0.83%-1,91113F-HRTimeline
Wedmont Private Capital40,716$9.77M0.52%+4,10713F-HRTimeline
Stenger Family Office, LLC40,685$9.75M3.32%13F-HRTimeline
American Money Management, LLC40,672$9.75M1.9%-42213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp40,616$9.74M0.61%-26713F-HRTimelineGroup
Valmark Advisers, Inc.40,561$9.72M0.15%-1,65713F-HRTimeline
Selway Asset Management40,507$9.71M3.82%+19513F-HR/ATimeline
Asset Dedication, LLC40,472$9.7M0.76%-7,97513F-HRTimeline
Anchor Investment Management, LLC40,297$9.66M0.9%+26313F-HRTimeline
Fusion Capital, LLC40,288$9.66M3.89%+20413F-HRTimeline
Lindbrook Capital, LLC40,263$9.65M0.87%+31313F-HRTimeline
CHICAGO TRUST Co NA40,184$9.63M1.7%+3,06013F-HRTimeline
LGT Fund Management Co Ltd.40,167$9.63M0.84%-36213F-HRTimeline
Capital Asset Advisory Services LLC39,559$9.62M0.47%+15713F-HRTimeline
Summerhill Capital Management lnc.40,078$9.61M7.17%+85413F-HRTimeline
Mechanics Bank Trust Department40,000$9.59M1.28%+97613F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…39,835$9.55M1.36%-2,61713F-HRTimelineGroup
Graypoint LLC39,806$9.54M0.58%-68013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp39,656$9.51M0.9%-6713F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP39,596$9.49M0.01%+37,74413F-HRTimelineGroup
PRIVATE TRUST CO NA39,415$9.45M0.97%-2,47713F-HRTimeline
Citizens National Bank Trust Department39,291$9.42M1.99%-42813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC39,233$9.4M1.68%+96113F-HRTimeline
Robertson Stephens Wealth Management, L…39,173$9.39M0.33%-92613F-HRTimeline
Lorne Steinberg Wealth Management Inc.39,039$9.36M2.71%+1813F-HRTimeline
Hixon Zuercher, LLC39,028$9.36M3.6%-87713F-HRTimeline
Empire Financial Management Company, LLC39,013$9.35M2.92%+18913F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH38,991$9.35M2.6%-3213F-HRTimeline
MCDONALD PARTNERS LLC38,881$9.32M2.38%-36113F-HRTimeline
Beacon Bank & Trust38,823$9.31M2.16%+1,73513F-HRTimeline
Drucker Wealth 3.0, LLC38,808$9.3M2.15%-9613F-HR/ATimeline
Bristlecone Advisors, LLC38,690$9.27M0.72%-17313F-HRTimeline
Alpha Omega Wealth Management LLC38,687$9.27M1.76%-33013F-HRTimeline
Smartleaf Asset Management LLC38,737$9.27M0.95%+8,32713F-HRTimeline
Columbia Asset Management38,444$9.22M1.76%new13F-HRTimeline
Chemistry Wealth Management LLC38,298$9.18M2.15%-16913F-HRTimeline
DLK Investment Management, LLC38,293$9.18M3.84%+41013F-HRTimeline
Advanced Asset Management Advisors Inc38,206$9.16M2.4%-5413F-HRTimeline
Legacy Financial Advisors, Inc.38,183$9.15M1.51%+5513F-HRTimeline
Quantitative Investment Management, LLC38,145$9.14M0.69%new13F-HRTimeline
VAN STRUM & TOWNE INC.38,129$9.14M3.35%-49513F-HRTimeline
Generate Investment Management Ltd38,108$9.13M0.64%+7,68813F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.38,033$9.12M1.95%-9813F-HRTimeline
Capital Investment Counsel, LLC38,003$9.11M1.52%+58613F-HRTimeline
Constitution Capital LLC37,997$9.11M5.11%-22,05013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC37,947$9.1M0.57%-3,14813F-HRTimeline
Legacy Trust37,886$9.08M2.11%-1813F-HRTimeline
Bogart Wealth, LLC37,833$9.07M0.43%-48713F-HRTimeline
Seneca House Advisors37,757$9.05M3.6%-2,40613F-HRTimeline
Belpointe Asset Management LLC40,064$9.01M0.54%-1,77413F-HRTimeline
Edgestream Partners, L.P.37,567$9.01M0.38%+27,90613F-HRTimeline
Socorro Asset Management LP37,515$8.99M3.52%013F-HRTimeline
Skylands Capital, LLC37,235$8.93M1.25%-5,23513F-HRTimeline
Hilton Capital Management, LLC37,165$8.91M0.77%-5,32913F-HRTimeline
Arjuna Capital37,136$8.9M2.37%-1,58613F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC37,000$8.87M1.89%-28,00013F-HRTimeline
Sitrin Capital Management LLC36,967$8.86M4.47%+35513F-HRTimeline
SPC Financial, Inc.36,943$8.86M0.77%+98513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC36,911$8.85M2.14%-22213F-HR/ATimeline
Systematic Alpha Investments, LLC36,804$8.82M0.33%013F-HRTimeline
TrinityPoint Wealth, LLC36,756$8.81M1.24%+1,01013F-HRTimeline
Calydon Capital36,719$8.8M1.73%-4,38513F-HRTimeline
American Trust36,603$8.77M0.67%-2513F-HRTimeline
McBroom & Associates, LLC36,585$8.77M4.96%+16813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC36,582$8.77M0.71%+21,44113F-HR/ATimeline
Qtron Investments LLC36,472$8.74M1.23%-1,51413F-HRTimeline
Allen Capital Group, LLC36,466$8.74M1.07%-1,23713F-HRTimeline
Cordatus Wealth Management LLC36,402$8.73M2.3%+48013F-HRTimeline
HOEY INVESTMENTS, INC36,396$8.72M1.48%+10,51713F-HRTimeline
White Pine Investment CO36,316$8.71M2.35%-1,36713F-HRTimeline
Owen LaRue, LLC36,150$8.67M4.53%+11613F-HRTimeline
HARBOUR INVESTMENTS, INC.36,095$8.65M0.25%+2,18813F-HRTimeline
CHURCHILL MANAGEMENT Corp36,049$8.64M0.09%-96013F-HRTimeline
New Hampshire Trust35,995$8.63M1.82%+31213F-HRTimeline
PHILADELPHIA TRUST CO35,965$8.62M0.63%-1,85213F-HRTimeline
ARVEST INVESTMENTS, INC.35,957$8.62M1.38%-1,37113F-HRTimeline
TFG Advisers LLC35,939$8.62M3.1%+17013F-HRTimeline
DF DENT & CO INC35,905$8.61M0.11%-5,08313F-HRTimeline
Blue Fin Capital, Inc.35,819$8.59M1.58%+26913F-HRTimeline
HENNESSY ADVISORS INC35,800$8.58M0.26%-1,20013F-HRTimeline
Mission Creek Capital Partners, Inc.56,739$8.56M1.87%+21,87713F-HRTimeline
EXCALIBUR MANAGEMENT CORP35,660$8.55M3.4%-6613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.34,372$8.51M0.21%+2,17613F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC35,465$8.5M0.19%-1,85413F-HRTimeline
Essex LLC35,458$8.5M1.78%-2,02613F-HRTimeline
Somerset Trust Co35,452$8.5M3.2%-1,14713F-HRTimeline
FAS Wealth Partners, Inc.35,442$8.5M0.71%+57913F-HRTimeline
Arete Wealth Advisors, LLC35,383$8.49M0.61%+8,83913F-HRTimeline
Security National Bank35,335$8.47M1.21%-1,26413F-HRTimeline
Gifford Fong Associates35,296$8.46M2.08%013F-HRTimeline
Covington Investment Advisors Inc.35,257$8.45M1.27%-4,65613F-HR/ATimeline
Founders Capital Management35,221$8.44M5.34%-77113F-HRTimeline
Marcum Wealth, LLC35,185$8.43M0.73%+62813F-HRTimeline
Western Wealth Management, LLC35,183$8.43M0.55%-16,74413F-HR/ATimeline
Paradiem, LLC35,174$8.43M2.26%013F-HRTimeline
Clearstead Trust, LLC35,170$8.43M1.82%+5,70813F-HRTimeline
Werlinich Asset Management, LLC35,197$8.42M4.9%013F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC35,070$8.41M1.98%-19513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bedel Financial Consulting, Inc.30,844$8.34M1.16%-23113F-HRTimeline
Checchi Capital Advisers, LLC34,786$8.34M0.62%-1,35313F-HRTimeline
Focus Financial Network, Inc.34,737$8.33M0.33%+59413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding34,733$8.33M-1,517Timeline
Csenge Advisory Group34,713$8.32M0.45%+2,60413F-HRTimeline
IFC Advisors LLC34,703$8.32M1.81%13F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC34,666$8.31M2.18%-32413F-HRTimeline
Obermeyer Wealth Partners34,622$8.3M0.43%+64413F-HRTimeline
Baugh & Associates, LLC35,353$8.3M4.3%-4913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC34,519$8.27M0.36%-1,77113F-HRTimeline
Mandatum Life Insurance Co Ltd34,502$8.27M2.45%-7,00013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.34,427$8.25M3.65%+38913F-HRTimeline
Ashburton (Jersey) Ltd34,377$8.24M3.64%-52,57813F-HRTimeline
Lombard Odier Asset Management (Europe)…34,345$8.23M0.53%013F-HRTimeline
Peloton Wealth Strategists34,335$8.23M3.32%-2,22813F-HRTimeline
Manhattan West Asset Management, LLC34,168$8.19M2.21%+65613F-HRTimeline
Financiere des Professionnels - Fonds d…34,168$8.19M0.57%-11,90213F-HRTimeline
Exchange Capital Management, Inc.34,112$8.18M1.3%-5813F-HRTimeline
WCG Wealth Advisors LLC34,030$8.16M0.54%+26713F-HRTimeline
Bell & Brown Wealth Advisors, LLC33,980$8.15M3.03%+3013F-HRTimeline
Baader Bank Aktiengesellschaft33,857$8.12M0.75%+11,82113F-HRTimeline
HARBOR ADVISORY CORP /MA/33,828$8.11M2.66%-93413F-HRTimeline
E Fund Management Co., Ltd.33,741$8.09M0.41%+11,98013F-HRTimeline
Heritage Wealth Management, Inc.33,741$8.09M2.69%-17013F-HRTimeline
Palmer Knight Co33,736$8.09M3.62%+12713F-HRTimeline
Brick & Kyle, Associates33,733$8.09M3.44%-16713F-HRTimeline
Cottage Street Advisors LLC33,716$8.08M4.21%-53313F-HRTimeline
OSSIAM33,666$8.07M0.14%-33,18113F-HRTimeline
Strategic Blueprint, LLC33,662$8.07M0.48%+17313F-HRTimeline
LEUTHOLD GROUP, LLC33,622$8.06M0.97%-1,21613F-HRTimeline
Bill Few Associates, Inc.33,618$8.06M2.83%-37213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC33,607$8.06M1.4%-1,25913F-HRTimeline
NTV Asset Management LLC33,532$8.04M1.06%-7913F-HRTimeline
PFG Advisors33,515$8.03M0.49%-1,15613F-HRTimeline
BBR PARTNERS, LLC33,471$8.02M0.56%+22813F-HRTimeline
GLOBEFLEX CAPITAL L P33,400$8.01M0.68%013F-HRTimeline
Sompo Asset Management Co., Ltd.33,397$8.01M1.35%-5,98613F-HRTimeline
BigSur Wealth Management LLC33,356$8M2.28%-1,93713F-HRTimeline
Trust Asset Management LLC33,330$7.99M0.62%013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC33,285$7.98M1.38%-65113F-HRTimeline
Soltis Investment Advisors LLC33,270$7.98M0.74%+1,00413F-HRTimeline
Clarity Wealth Advisors, LLC33,211$7.96M2.17%+57813F-HRTimeline
Rockline Wealth Management, LLC33,178$7.95M2.12%+1,21513F-HRTimeline
Jain Global LLC33,119$7.94M0.24%13F-HRTimeline
GeoWealth Management, LLC33,102$7.93M0.26%+4,46313F-HRTimeline
RMR Wealth Builders33,057$7.92M0.82%+1,38213F-HR/ATimeline
Parkside Financial Bank & Trust33,022$7.92M1.05%+1,65413F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co33,000$7.91M1.78%013F-HRTimeline
West Branch Capital LLC32,979$7.91M2.52%+69313F-HRTimeline
Nikulski Financial, Inc.32,881$7.88M2.32%+14113F-HRTimeline
Stonebrook Private Inc.32,793$7.86M2.06%-73413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32,765$7.85M0.44%+89013F-HRTimelineGroup