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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
Resonant Capital Advisors, LLC32,742$7.85M0.57%+14813F-HRTimeline
Chiron Investment Management, LLC32,741$7.85M2.61%-8,76713F-HRTimeline
SGL Investment Advisors, Inc.28,474$7.84M3.95%+14213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…32,669$7.83M0.82%-1,70113F-HRTimelineGroup
SENTINEL TRUST CO LBA32,646$7.83M0.9%+95413F-HRTimeline
LITTLE HOUSE CAPITAL LLC32,607$7.82M2.23%-57113F-HRTimeline
DCM Advisors, LLC32,597$7.81M3.67%+3,93413F-HRTimeline
Pathway Financial Advisers, LLC32,579$7.81M2.62%+7913F-HRTimeline
Maxwell Wealth Strategies Inc.32,560$7.8M3.19%-6213F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC32,450$7.78M1.19%-6,65013F-HRTimelineGroup
ODDO BHF ASSET MANAGEMENT SAS32,432$7.77M0.39%+3,82913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EVERPAR ADVISORS LLC32,431$7.77M3.92%+26213F-HRTimeline
Pegasus Asset Management, Inc.32,401$7.77M2.93%-23613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC32,387$7.76M0.8%-77913F-HRTimeline
Comprehensive Financial Consultants Ins…32,287$7.74M2.82%-95513F-HRTimeline
Icon Wealth Advisors, LLC32,247$7.73M0.64%-32413F-HRTimeline
Creegan & Nassoura Financial Group, LLC32,219$7.72M5.19%-12513F-HRTimeline
Northwest Bancshares, Inc.32,218$7.72M1.43%-3,65913F-HRTimeline
Ransom Advisory, Ltd32,159$7.71M3.54%-25813F-HRTimeline
E&G Advisors, LLC32,198$7.71M2.09%-24013F-HRTimeline
Field & Main Bank32,109$7.7M2.71%-4013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC32,074$7.69M0.58%-27,28613F-HRTimeline
Kovack Advisors, Inc.31,944$7.66M0.75%+50113F-HRTimeline
Sargent Investment Group, LLC31,310$7.65M1.25%+7,90213F-HRTimeline
AMI INVESTMENT MANAGEMENT INC31,889$7.64M2.48%-80313F-HRTimeline
Family Legacy, Inc.31,425$7.64M2.59%-66013F-HRTimeline
Nilsine Partners, LLC31,863$7.64M0.82%+1,60313F-HRTimeline
Washington Trust Advisors, Inc.31,821$7.63M0.64%-33713F-HRTimeline
Financial Strategies Group, Inc.31,708$7.61M1.82%-1,46313F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.31,726$7.61M5.32%-57213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC31,712$7.6M1.21%-3,93513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC31,703$7.6M1.59%-1,39813F-HRTimeline
Cooper Capital Advisors LLC31,671$7.59M7.88%13F-HRTimeline
Patten Group, Inc.31,644$7.59M1.68%-1,07413F-HRTimeline
Overbrook Management Corp31,540$7.56M1.63%-81213F-HRTimeline
Sheaff Brock Investment Advisors, LLC31,518$7.56M0.66%-1,90913F-HRTimeline
Horan Capital Advisors, LLC.31,512$7.55M2.54%-2,83313F-HRTimeline
Addison Capital Co31,440$7.54M3%-68513F-HRTimeline
CFM WEALTH PARTNERS LLC31,437$7.54M1.27%+1,77613F-HRTimeline
First Business Financial Services, Inc.31,355$7.52M0.74%+44813F-HRTimeline
Hennion & Walsh Asset Management, Inc.31,281$7.5M0.34%-69313F-HRTimeline
Stone Summit Wealth LLC31,101$7.46M2.5%-1,08813F-HRTimeline
Accurate Wealth Management, LLC31,034$7.45M1.43%-18013F-HRTimeline
FORTE CAPITAL LLC /ADV31,044$7.44M0.84%-84913F-HRTimeline
Abbot Financial Management, Inc.31,034$7.44M3.7%-19813F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.31,023$7.44M4.78%-1,86113F-HRTimeline
Ironvine Capital Partners, LLC30,971$7.42M0.8%013F-HRTimeline
Concorde Financial Corp30,894$7.41M4.41%-98613F-HRTimeline
Larson Financial Group LLC30,883$7.4M0.38%+6,18613F-HRTimeline
RDA Financial Network30,697$7.36M2.15%+61013F-HRTimeline
GC Wealth Management RIA, LLC30,692$7.36M1.29%+1,48313F-HRTimeline
Rollins Financial Advisors, LLC30,666$7.35M1.15%+5,60613F-HRTimeline
William B. Walkup & Associates, Inc.30,581$7.33M4.64%-8113F-HRTimeline
WEALTH EFFECTS LLC30,551$7.32M2.6%-19913F-HRTimeline
Patriot Financial Group Insurance Agenc…30,510$7.31M0.98%+43113F-HRTimeline
RFG Advisory, LLC30,415$7.29M0.21%+1,69313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT30,396$7.29M0.54%-59113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC30,383$7.28M0.27%+38113F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC30,313$7.27M0.15%+14513F-HRTimeline
MSH Capital Advisors LLC30,305$7.26M2.29%-11913F-HRTimeline
MIdWestOne Financial Group, Inc.30,280$7.26M1.02%-40413F-HRTimeline
STRATEGIC PLANNING GROUP, LLC30,245$7.25M1.33%+81413F-HRTimeline
Herold Advisors, Inc.30,236$7.25M1.58%-1,19113F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC30,235$7.25M5.94%-6,83013F-HRTimeline
Sandhill Capital Partners LLC30,216$7.24M0.57%-25313F-HRTimeline
Union Heritage Capital, LLC30,205$7.24M2.67%013F-HRTimeline
HCR Wealth Advisors30,111$7.22M0.9%+4313F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC30,093$7.21M0.33%+7513F-HRTimeline
WealthPlan Investment Management, LLC30,027$7.2M0.71%+70613F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.30,003$7.19M4.25%-1,34213F-HRTimeline
Bank of New Hampshire29,988$7.19M1.85%-39113F-HRTimeline
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC29,970$7.18M4.31%-1,00013F-HRTimeline
Rehmann Capital Advisory Group29,968$7.18M0.46%+1,40613F-HRTimeline
WRIGHT INVESTORS SERVICE INC29,941$7.18M2.33%-5,88813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SYON CAPITAL LLC29,932$7.18M0.65%+8513F-HRTimeline
Compton Wealth Advisory Group, LLC29,918$7.17M1.85%+47213F-HRTimeline
Hamilton Point Investment Advisors, LLC29,888$7.16M1.29%+4713F-HRTimeline
Lincoln Capital LLC29,882$7.16M1.51%-57413F-HRTimeline
Redwood Investments, LLC29,752$7.13M1.91%-15313F-HRTimeline
Souders Financial Advisors29,728$7.13M1%-7,16913F-HRTimeline
Supplemental Annuity Collective Trust o…29,700$7.12M2.09%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC29,681$7.11M0.67%-70413F-HRTimeline
Hansen & Associates Financial Group, In…29,487$7.11M3.62%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…26,916$7.11M0.4%+85713F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC29,625$7.1M1.56%+8,20013F-HRTimeline
PATTON FUND MANAGEMENT, INC.29,593$7.09M1.39%new13F-HRTimeline
Enterprise Bank & Trust Co29,547$7.08M2.33%+27713F-HRTimeline
Indiana Trust & Investment Management Co29,523$7.08M2.41%+1,97513F-HRTimeline
Argyle Capital Management, LLC29,476$7.07M2.78%-8013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC29,442$7.06M2.26%-25813F-HRTimeline
Patient Capital Management, LLC29,386$7.04M0.33%013F-HRTimeline
Sunbelt Securities, Inc.29,349$7.02M0.62%+1,59413F-HRTimeline
AMARILLO NATIONAL BANK29,273$7.02M1.29%-21013F-HRTimeline
WealthShield Partners, LLC29,257$7.01M0.99%-2,86713F-HRTimeline
Texas Bank & Trust Co29,240$7.01M2.89%13F-HRTimeline
tru Independence LLC29,231$7.01M2.2%-1,62313F-HRTimeline
Fairhaven Wealth Management, LLC29,185$7M2.19%+613F-HRTimeline
Gryphon Financial Partners LLC29,123$6.98M1%-94613F-HRTimeline
Formidable Asset Management, LLC29,111$6.98M1.15%-62613F-HRTimeline
Sava Infond d.o.o.29,025$6.96M1.23%13F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co29,000$6.95M1.73%013F-HRTimelineGroup
Berry Wealth Group, LP28,925$6.93M5%-52813F-HRTimeline
ROMANO BROTHERS AND COMPANY28,921$6.93M0.87%-71213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW28,877$6.92M1.22%-68413F-HRTimelineGroup
AdvisorNet Financial, Inc28,846$6.91M0.58%-77313F-HRTimeline
MTM Investment Management, LLC28,817$6.91M2.66%-8013F-HRTimeline
Argent Advisors, Inc.28,806$6.91M2.56%-1,09213F-HRTimeline
Naviter Wealth, LLC28,723$6.89M0.83%+8,81513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.28,720$6.88M0.74%-25413F-HRTimeline
Osprey Private Wealth LLC28,675$6.87M4.8%-5013F-HRTimeline
Montecito Bank & Trust28,653$6.87M1.19%-10313F-HRTimeline
Atlas Wealth LLC28,604$6.86M2.59%-27513F-HRTimeline
AssuredPartners Investment Advisors, LLC28,595$6.85M1.34%13F-HRTimeline
Lauterbach Financial Advisors, LLC28,572$6.85M4.16%-48613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC28,537$6.84M1.64%-17113F-HRTimeline
CHAPIN DAVIS, INC.32,441$6.84M2.23%013F-HRTimeline
Evergreen Private Wealth LLC28,480$6.83M3.2%-22213F-HRTimeline
Grove Bank & Trust28,401$6.81M0.94%+55913F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC28,391$6.81M1.86%-17,30013F-HRTimeline
HWG Holdings LP28,367$6.8M2.23%+2,25113F-HRTimeline
Strategic Financial Services, Inc.28,363$6.8M0.41%-37713F-HRTimeline
Act Two Investors LLC28,332$6.79M1.32%013F-HRTimeline
TRUE Private Wealth Advisors28,300$6.78M0.82%-31613F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC28,289$6.78M0.85%013F-HRTimeline
Scissortail Wealth Management, LLC28,247$6.77M1.73%+27,85013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC28,235$6.77M3.87%+10013F-HRTimeline
IFG Advisory, LLC28,219$6.76M0.38%-12113F-HRTimeline
High Note Wealth, LLC28,045$6.72M1.75%+28813F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC28,039$6.72M3.14%13F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…28,036$6.72M0.04%new13F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC27,991$6.71M1.48%+1413F-HRTimeline
GM Advisory Group, LLC27,988$6.71M0.37%+38413F-HRTimeline
SkyOak Wealth, LLC27,982$6.71M1.43%+1,28313F-HRTimeline
Hi-Line Capital Management, LLC27,930$6.7M2.93%-7,24013F-HRTimeline
HOLDERNESS INVESTMENTS CO27,903$6.69M1.48%+41113F-HRTimeline
Great Lakes Retirement, Inc.27,876$6.68M0.86%-10213F-HRTimeline
Codex Capital Asset Management L.L.C.28,000$6.68M2.95%013F-HRTimeline
EVOKE WEALTH, LLC27,838$6.67M0.19%+1,05213F-HRTimeline
Consolidated Investment Group LLC27,692$6.64M0.93%013F-HRTimeline
SeaCrest Wealth Management, LLC27,692$6.64M0.7%-47913F-HRTimeline
First PREMIER Bank27,661$6.63M1.69%013F-HRTimeline
LJI Wealth Management, LLC27,628$6.62M1.3%-69713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC27,581$6.61M0.65%+95113F-HRTimeline
Smithfield Trust Co27,547$6.61M0.33%+313F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…27,477$6.59M3.21%-2413F-HRTimeline
Avestar Capital, LLC27,451$6.58M0.6%+2,03013F-HRTimeline
Hayek Kallen Investment Management27,449$6.58M2.39%-16013F-HRTimeline
United Bank27,405$6.57M2.77%+2,05113F-HRTimeline
MSA Advisors, LLC27,350$6.56M1.64%-6,05013F-HRTimeline
LVW Advisors, LLC27,316$6.55M0.8%-2,34913F-HRTimeline
Crystal Rock Capital Management27,298$6.54M4.01%-1,24513F-HRTimeline
ASPIRIANT, LLC27,255$6.53M0.24%+2,03913F-HRTimeline
HAMEL ASSOCIATES, INC.27,247$6.53M2.1%-13013F-HRTimeline
BFSG, LLC27,222$6.53M0.76%-1,72113F-HRTimeline
Platform Technology Partners27,158$6.51M1.97%-95813F-HRTimeline
J. W. Coons Advisors, LLC27,052$6.48M1.67%-77313F-HRTimeline
Invera Wealth Advisors, LLC24,385$6.48M6.42%-1,53513F-HRTimeline
Richard Bernstein Advisors LLC26,995$6.47M0.15%013F-HRTimeline
Triangle Securities Wealth Management26,978$6.47M1.66%-80713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MIRABELLA FINANCIAL SERVICES LLP26,892$6.45M0.59%new13F-HRTimeline
Roberts Wealth Advisors, LLC25,552$6.45M1.96%-12,32413F-HRTimeline
JERICHO FINANCIAL, LLP26,877$6.44M4.66%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…26,843$6.43M0.18%+4,11613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC26,832$6.43M0.91%-75913F-HRTimeline
Old Port Advisors26,807$6.43M1.85%-43513F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC26,807$6.43M1.76%-1,58513F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/26,790$6.42M0.38%-79013F-HRTimeline
SeaBridge Investment Advisors LLC26,780$6.42M1.34%+2,89313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC26,743$6.41M0.51%+2,55213F-HRTimeline
Mill Creek Capital Advisors, LLC26,696$6.4M0.15%-42513F-HRTimeline
Modus Advisors, LLC26,662$6.39M2%+19413F-HRTimeline
Legacy Advisors, LLC26,635$6.38M0.62%+1,54013F-HRTimeline
Covenant Asset Management, LLC26,614$6.38M1.42%-2,57113F-HRTimeline
Koshinski Asset Management, Inc.26,574$6.37M0.57%+1113F-HRTimeline
Granite Bay Wealth Management, LLC26,518$6.36M2.36%+58813F-HRTimeline
Cherokee Insurance Co26,510$6.35M2.88%13F-HRTimeline
Mattern Wealth Management LLC26,502$6.35M1.4%-1,95313F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN26,500$6.35M1.67%+16,00013F-HRTimelineGroup
Ironwood Investment Counsel, LLC26,459$6.34M1.09%-13313F-HRTimeline
Athena Investment Management26,449$6.34M3.67%-36313F-HRTimeline
Clarius Group, LLC26,368$6.32M0.43%+21513F-HRTimeline
TRUST POINT INC.26,345$6.32M0.44%+32813F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC26,317$6.31M6.12%-1,35013F-HRTimeline
EVERETT HARRIS & CO /CA/26,220$6.29M0.08%+6,97113F-HRTimeline
HEADINVEST, LLC26,217$6.28M1.19%-24713F-HRTimeline
RB Capital Management, LLC26,212$6.28M1.47%+54313F-HRTimeline
Founders Financial Alliance, LLC26,200$6.28M1.73%+4,09613F-HRTimeline
Uncommon Cents Investing LLC26,155$6.27M1.87%-67513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…26,134$6.26M0.01%+1,92313F-HR/ATimeline
Parisi Gray Wealth Management26,048$6.24M1.98%-26713F-HRTimeline
McKinley Carter Wealth Services, Inc.26,037$6.24M0.38%-41113F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC26,074$6.24M0.01%+15,81613F-HR/ATimeline
AM INVESTMENT STRATEGIES LLC26,021$6.24M1.52%-16713F-HRTimeline
Scott & Selber, Inc.26,018$6.24M1.88%-65513F-HRTimeline
Silvant Capital Management LLC25,972$6.23M0.26%-2,20713F-HRTimeline
Midwest Professional Planners, LTD.25,953$6.22M1.86%+17013F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.25,882$6.2M3.84%-16913F-HRTimeline
Moloney Securities Asset Management, LLC25,863$6.2M0.83%+11813F-HRTimeline
M Holdings Securities, Inc.25,828$6.19M1%-1,03313F-HR/ATimeline
CONNABLE OFFICE INC25,825$6.19M0.64%-47713F-HRTimeline