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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
Providence Capital Advisors, LLC43,235$10.6M2.2%+41913F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP43,171$10.6M0.35%new13F-HR/ATimeline
KAVAR CAPITAL PARTNERS GROUP, LLC43,132$10.6M1.76%+91513F-HRTimeline
Jacobi Capital Management LLC43,031$10.6M0.78%+1,02413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding43,052$10.5M+8,319Timeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.42,994$10.5M0.04%new13F-HRTimelineGroup
Kintegral Advisory, LLCin group Kintegral Advisory, LLC42,897$10.5M1.06%-14413F-HR/ATimelineGroup
CONTRAVISORY INVESTMENT MANAGEMENT, INC.42,847$10.5M2.21%+4,81413F-HRTimeline
PARTHENON LLC42,813$10.5M1.29%-3,00013F-HRTimeline
BCWM, LLC42,767$10.5M3.65%-73713F-HRTimeline
Texas Capital Bank Wealth Management Se…42,726$10.5M1.06%-8,56213F-HRTimeline
Bridgewater Advisors Inc.42,813$10.5M0.91%+40713F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC42,500$10.4M1.7%+10,05013F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…42,495$10.4M2.64%-1,09413F-HRTimeline
Bridge Creek Capital Management LLC42,377$10.4M3.28%-2,88013F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV42,142$10.3M5.26%-31013F-HR/ATimeline
OLD SECOND NATIONAL BANK OF AURORA42,108$10.3M2.43%-20813F-HRTimeline
Compass Wealth Management LLC42,096$10.3M2.63%-2,85413F-HRTimeline
VIKING FUND MANAGEMENT LLC42,000$10.3M1.49%013F-HRTimeline
Rollins Financial Advisors, LLC41,991$10.3M1.79%+11,32513F-HR/ATimeline
Soltis Investment Advisors LLC41,976$10.3M0.92%+8,70613F-HRTimeline
Nelson Capital Management, LLC41,838$10.3M1.77%-14713F-HRTimeline
ADVOCATE GROUP LLC41,834$10.3M1.87%-2,25713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD41,880$10.3M0.19%-157,15613F-HRTimelineGroup
PFG Advisors41,630$10.2M0.57%+8,11513F-HRTimeline
LANARK FINANCIAL, INC.41,596$10.2M0.87%+41,55513F-HRTimeline
BEACON FINANCIAL GROUP41,569$10.2M1.11%-86613F-HRTimeline
InvesTrust41,514$10.2M2.79%-2,64613F-HRTimeline
Banco BTG Pactual S.A.41,490$10.2M2.54%+26,84313F-HRTimeline
Tradewinds, LLC.41,489$10.2M2.87%-62213F-HRTimeline
Brown Shipley& Co Ltd41,429$10.2M5.75%-5,94413F-HRTimeline
Robertson Stephens Wealth Management, L…41,279$10.1M0.38%+2,10613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD41,206$10.1M0.58%new13F-HR/ATimeline
Chronos Wealth Management, LLC41,062$10.1M5.4%-40013F-HRTimeline
EARNEST PARTNERS LLC41,053$10.1M0.05%-24013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC41,009$10.1M0.71%-2,51613F-HRTimeline
RBF Capital, LLC41,000$10.1M0.63%013F-HRTimeline
First Nebraska Trust Co40,991$10.1M0.99%-30013F-HRTimeline
Wedmont Private Capital42,499$10M0.51%+1,78313F-HRTimeline
PRIVATE TRUST CO NA40,916$10M1.03%+1,50113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…40,914$10M0.94%-15913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC40,895$10M1.35%-2,27013F-HRTimeline
Parcion Private Wealth LLC40,884$10M0.82%-4113F-HRTimeline
B & T Capital Management DBA Alpha Capi…40,815$10M1.9%-2,16513F-HRTimeline
Graves Light Lenhart Wealth, Inc.40,782$10M1.23%-15213F-HRTimeline
Redmond Asset Management, LLC40,737$9.99M2.58%-38813F-HRTimeline
Onex Canada Asset Management Inc.40,607$9.96M1.28%-1,97813F-HRTimeline
Allen Capital Group, LLC40,552$9.95M1.14%+4,08613F-HRTimeline
Buck Wealth Strategies, LLC40,542$9.94M1.81%-74413F-HRTimeline
Belpointe Asset Management LLC40,435$9.92M0.52%+37113F-HRTimeline
Socorro Asset Management LP40,259$9.88M3.41%+2,74413F-HRTimeline
Valmark Advisers, Inc.40,190$9.86M0.15%-37113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP40,093$9.83M0.17%+19,06013F-HRTimeline
Anchor Investment Management, LLC39,963$9.8M0.91%-33413F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC39,895$9.79M1.21%-16,61213F-HRTimeline
American Money Management, LLC39,892$9.79M1.86%-78013F-HRTimeline
Fusion Capital, LLC39,845$9.77M3.72%-44313F-HRTimeline
Bradley & Co. Private Wealth Management…39,842$9.77M6.67%-3,84113F-HRTimeline
Empire Financial Management Company, LLC39,839$9.77M3.02%+82613F-HRTimeline
E Fund Management Co., Ltd.39,834$9.77M0.47%+6,09313F-HRTimeline
Graypoint LLC39,810$9.77M0.61%+413F-HRTimeline
Lindbrook Capital, LLC39,791$9.76M0.9%-47213F-HRTimeline
VAN STRUM & TOWNE INC.39,773$9.76M3.28%+1,64413F-HRTimeline
Smartleaf Asset Management LLC40,129$9.75M0.94%+1,39213F-HRTimeline
NBW CAPITAL LLC39,663$9.73M2.16%-13,11113F-HRTimeline
DT Investment Partners, LLC39,662$9.73M0.94%-1,09713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp39,646$9.73M0.64%-97013F-HRTimelineGroup
WESPAC Advisors SoCal, LLC39,561$9.7M2.53%-1,70513F-HRTimeline
Constitution Capital LLC39,542$9.7M5.37%+1,54513F-HRTimeline
Selway Asset Management39,462$9.68M3.99%-1,04513F-HRTimeline
RWQ Financial Management Services, Inc.39,450$9.68M6.4%-61,91913F-HRTimeline
Csenge Advisory Group41,701$9.67M0.55%+6,98813F-HRTimeline
Mechanics Bank Trust Department39,378$9.66M1.32%-62213F-HRTimeline
Frisch Financial Group, Inc.39,357$9.65M2.71%-8,09813F-HRTimeline
Trivium Point Advisory, LLC39,306$9.64M1.2%-2,01913F-HRTimeline
Citizens National Bank Trust Department39,281$9.64M2.06%-1013F-HRTimeline
Stablepoint Partners, LLC39,129$9.6M1.74%-4,95213F-HRTimeline
Strategic Advisors LLC39,032$9.57M1.84%-3,81313F-HRTimeline
Hixon Zuercher, LLC39,010$9.57M3.37%-1813F-HRTimeline
Lorne Steinberg Wealth Management Inc.38,825$9.52M2.78%-21413F-HRTimeline
First Interstate Bank38,721$9.5M0.57%-2,88913F-HRTimeline
DF DENT & CO INC38,706$9.49M0.13%+2,80113F-HRTimeline
BigSur Wealth Management LLC38,696$9.49M2.57%+5,34013F-HRTimeline
SHELTON CAPITAL MANAGEMENT38,674$9.49M0.23%-56,94913F-HRTimeline
Arete Wealth Advisors, LLC67,873$9.48M0.72%+32,49013F-HRTimeline
Bristlecone Advisors, LLC38,598$9.47M0.77%-9213F-HRTimeline
MCDONALD PARTNERS LLC38,260$9.39M2.45%-62113F-HRTimeline
Chemistry Wealth Management LLC38,264$9.39M2.18%-3413F-HRTimeline
Advanced Asset Management Advisors Inc38,207$9.37M2.58%+113F-HRTimeline
Avior Wealth Management, LLC38,155$9.36M0.36%-4,75813F-HRTimeline
Hilton Capital Management, LLC38,118$9.35M0.79%+95313F-HRTimeline
CHICAGO TRUST Co NA37,980$9.32M1.65%-2,20413F-HRTimeline
Legacy Financial Advisors, Inc.37,958$9.31M1.56%-22513F-HRTimeline
Beacon Bank & Trust37,879$9.29M2.26%-94413F-HRTimeline
Legacy Trust37,866$9.29M2.24%-2013F-HRTimeline
Bogart Wealth, LLC37,816$9.28M0.44%-1713F-HRTimeline
Semmax Financial Advisors Inc.36,507$9.24M2.5%+1,05713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC37,657$9.24M0.41%+3,13813F-HRTimeline
Drucker Wealth 3.0, LLC37,638$9.23M2.03%-1,17013F-HRTimeline
Unison Asset Management LLC40,887$9.2M5.42%-2,24113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC37,439$9.18M1.76%-1,79413F-HRTimeline
Genus Capital Management Inc.37,353$9.16M1.33%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH37,293$9.15M2.92%-1,69813F-HRTimeline
Owen LaRue, LLC37,210$9.13M4.55%+1,06013F-HRTimeline
Capital Investment Counsel, LLC37,150$9.11M1.51%-85313F-HRTimeline
Alpha Omega Wealth Management LLC36,990$9.07M1.73%-1,69713F-HRTimeline
S-Bank Fund Management Ltd36,936$9.06M1.71%13F-HRTimeline
Wealth Advisory Solutions, LLC36,872$9.04M2.39%-4,97713F-HRTimeline
Systematic Alpha Investments, LLC36,804$9.03M0.34%013F-HRTimeline
Security National Bank36,793$9.03M1.7%+1,45813F-HRTimeline
Manhattan West Asset Management, LLC36,710$9M2.3%+2,54213F-HRTimeline
Seneca House Advisors36,688$9M3.84%-1,06913F-HRTimeline
Cordatus Wealth Management LLC36,551$8.97M2.46%+14913F-HRTimeline
Hodges Capital Management Inc.36,487$8.95M0.89%-7,82013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.36,445$8.94M0.26%+35013F-HRTimeline
TFG Advisers LLC36,434$8.94M3.24%+49513F-HRTimeline
American Trust36,342$8.91M2.2%-26113F-HRTimeline
Western Wealth Management, LLC36,278$8.9M0.59%+1,09513F-HRTimeline
FAS Wealth Partners, Inc.36,212$8.88M0.72%+77013F-HRTimeline
Schechter Investment Advisors, LLC36,181$8.88M0.73%-6,17113F-HRTimeline
McBroom & Associates, LLC36,084$8.85M5.06%-50113F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…36,025$8.84M1.31%-3,81013F-HRTimelineGroup
K.J. Harrison & Partners Inc35,835$8.79M1.72%-26,75613F-HRTimeline
Blue Fin Capital, Inc.35,815$8.79M1.7%-413F-HRTimeline
CHURCHILL MANAGEMENT Corp35,739$8.77M0.11%-31013F-HRTimeline
Strategic Blueprint, LLC35,703$8.76M0.48%+2,04113F-HRTimeline
SPC Financial, Inc.35,693$8.76M0.77%-1,25013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC35,631$8.74M2.14%-1,28013F-HR/ATimeline
Columbia Asset Management35,545$8.72M1.77%-2,89913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT35,545$8.72M0.65%+5,14913F-HRTimeline
Beutel, Goodman & Co Ltd.35,488$8.71M0.05%new13F-HR/ATimeline
EXCALIBUR MANAGEMENT CORP35,396$8.68M3.41%-26413F-HRTimeline
Somerset Trust Co35,378$8.68M3.09%-7413F-HRTimeline
Gifford Fong Associates35,296$8.66M2.15%013F-HRTimeline
Skylands Capital, LLC35,285$8.66M1.25%-1,95013F-HRTimeline
Werlinich Asset Management, LLC35,197$8.63M5.48%013F-HRTimeline
Paradiem, LLC35,174$8.63M2.38%013F-HRTimeline
Qtron Investments LLC35,074$8.6M1.29%-1,39813F-HRTimeline
L & S Advisors Inc34,985$8.58M1.06%-11,74413F-HRTimeline
Osprey Private Wealth LLC34,975$8.58M5.09%+6,30013F-HRTimeline
Focus Financial Network, Inc.34,971$8.58M0.35%+23413F-HRTimeline
SYON CAPITAL LLC34,898$8.56M0.7%+4,96613F-HRTimeline
EVEXIA WEALTH LLC36,494$8.55M3.11%-54313F-HRTimeline
IFC Advisors LLC34,856$8.55M1.78%+15313F-HRTimeline
Capital Asset Advisory Services LLC34,743$8.54M0.44%-4,81613F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC34,780$8.53M2.49%+11413F-HRTimeline
Mission Creek Capital Partners, Inc.55,779$8.52M2.07%-96013F-HRTimeline
LGT Fund Management Co Ltd.34,722$8.52M0.77%-5,44513F-HRTimeline
Founders Capital Management34,706$8.51M5.51%-51513F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.34,696$8.51M3.68%+26913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC34,585$8.48M0.73%-1,99713F-HR/ATimeline
Cinctive Capital Management LP34,566$8.48M0.68%new13F-HRTimeline
Checchi Capital Advisers, LLC34,557$8.48M0.6%-22913F-HRTimeline
RFG Advisory, LLC34,533$8.47M0.23%+4,11813F-HRTimeline
Mandatum Life Insurance Co Ltd34,502$8.46M2.6%013F-HRTimeline
PHILADELPHIA TRUST CO34,438$8.45M0.72%-1,52713F-HRTimeline
Cavalier Investments, LLC34,415$8.44M2.87%+29,71713F-HRTimeline
Hennion & Walsh Asset Management, Inc.34,403$8.44M0.38%+3,12213F-HRTimeline
Baugh & Associates, LLC35,256$8.42M4.26%-9713F-HRTimeline
DRW Securities, LLC34,327$8.42M0.71%-24,25613F-HRTimeline
Sargent Investment Group, LLC34,309$8.42M1.34%+2,99913F-HRTimeline
Icon Wealth Advisors, LLC34,283$8.41M0.69%+2,03613F-HRTimeline
Essex LLC34,271$8.41M1.82%-1,18713F-HRTimeline
White Pine Investment CO34,131$8.37M2.25%-2,18513F-HRTimeline
West Branch Capital LLC34,102$8.37M2.79%+1,12313F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC34,062$8.36M2.19%-1,00813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Verition Fund Management LLC33,940$8.33M0.05%-7,12913F-HRTimeline
Bell & Brown Wealth Advisors, LLC33,931$8.32M3.25%-4913F-HRTimeline
Rockline Wealth Management, LLC33,927$8.32M2.32%+74913F-HRTimeline
Clearstead Trust, LLC33,859$8.31M1.85%-1,31113F-HRTimeline
Larson Financial Group LLC33,783$8.29M0.39%+2,90013F-HRTimeline
Covington Investment Advisors Inc.33,740$8.28M1.29%-1,51713F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS33,731$8.27M0.34%+1,29913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CASTLEARK MANAGEMENT LLC33,705$8.27M0.29%+18,02013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.33,704$8.27M0.14%-251,17113F-HRTimelineGroup
HARBOR ADVISORY CORP /MA/33,660$8.26M2.77%-16813F-HRTimeline
RMR Wealth Builders33,660$8.26M0.87%+60313F-HRTimeline
Callan Family Office, LLC33,576$8.24M0.62%-7,88413F-HRTimeline
New Hampshire Trust33,573$8.24M1.88%-2,42213F-HRTimeline
Nikulski Financial, Inc.33,556$8.23M2.49%+67513F-HRTimeline
Arjuna Capital33,539$8.23M2.28%-3,59713F-HRTimeline
Cottage Street Advisors LLC33,514$8.22M4.11%-20213F-HRTimeline
Clarity Wealth Advisors, LLC33,498$8.22M2.28%+28713F-HRTimeline
GLOBEFLEX CAPITAL L P33,400$8.19M0.76%013F-HRTimeline
Bill Few Associates, Inc.33,335$8.18M2.92%-28313F-HRTimeline
Exchange Capital Management, Inc.33,325$8.17M1.33%-78713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC33,277$8.16M1.49%-33013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP33,242$8.15M2.02%+31,02713F-HRTimeline
Obermeyer Wealth Partners33,235$8.15M0.43%-1,38713F-HRTimeline
Palmer Knight Co33,208$8.15M3.96%-52813F-HRTimeline
Mirabaud & Cie SA33,206$8.15M2.78%+13,84013F-HRTimeline
HOEY INVESTMENTS, INC33,178$8.14M1.61%-3,21813F-HRTimeline
LITTLE HOUSE CAPITAL LLC33,175$8.14M2.24%+56813F-HRTimeline
Asset Dedication, LLC33,113$8.12M0.66%-7,35913F-HRTimeline
First Business Financial Services, Inc.33,072$8.11M0.8%+1,71713F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co33,000$8.09M1.9%013F-HRTimeline
CFM WEALTH PARTNERS LLC32,832$8.05M1.42%+1,39513F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.32,794$8.04M5.38%+1,77113F-HRTimeline
Field & Main Bank32,761$8.04M2.84%+65213F-HRTimeline
Nilsine Partners, LLC32,755$8.03M0.88%+89213F-HRTimeline