Inactive Instrument

Share ownership JPMorgan Chase Nyse

Banks

Share class: JPMorgan Chase

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	2,165,375	0	0	67.73 %
Stock B	1	4,087,193,473	2,769,624,000 ( 67.76 %)	1,289,593,473 ( 31.55 %)

Major shareholders: JPMorgan Chase

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 9.816 %	272,796,588	9.816 %	72 018 M $
BlackRock Advisors LLC 5.83 %	162,009,568	5.83 %	42 771 M $
State Street Corp. 4.588 %	127,518,423	4.588 %	33 665 M $
Eaton Vance Management 2.496 %	69,354,784	2.496 %	18 310 M $
Geode Capital Management LLC 2.189 %	60,829,111	2.189 %	16 059 M $
Merrill Lynch International 1.712 %	47,585,655	1.712 %	12 563 M $
Fidelity Management & Research Co. LLC 1.689 %	46,944,063	1.689 %	12 393 M $
BlackRock Life Ltd. 1.528 %	42,470,414	1.528 %	11 212 M $
Norges Bank (13F) 1.248 %	34,670,579	1.248 %	9 153 M $
Wells Fargo Bank NA 1.136 %	31,583,671	1.136 %	8 338 M $
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Name	Equities	%	Valuation
PNC Investments LLC 8.498 %	6,798,481	8.498 %	121 M $
PIMCO Europe Ltd. 0.0782 %	62,600	0.0782 %	1 M $
Atlas Capital Advisors, Inc. 0.005094 %	4,075	0.005094 %	72 250 $
Thompson Investment Management, Inc. 0.00375 %	3,000	0.00375 %	53 190 $
ORG Partners LLC 0.002 %	1,600	0.002 %	28 368 $
Tucker Asset Management LLC 0.000344 %	275	0.000344 %	4 876 $

Name	Equities	%	Valuation
ORG Partners LLC 0.0685 %	46,500	0.0685 %	1 M $
Mathes Co., Inc. 0.0342 %	23,200	0.0342 %	554 248 $
Capital Investment Trust Corp. 0.0183 %	12,419	0.0183 %	296 690 $
Bankinter Gestión de Activos SA SGIIC 0.006339 %	4,301	0.006339 %	102 751 $
Thompson Investment Management, Inc. 0.001769 %	1,200	0.001769 %	28 668 $
Russell Investments Canada Ltd. 0.001064 %	722	0.001064 %	17 249 $
United Community Bank (Blairsville, Georgia) 0.001032 %	700	0.001032 %	16 723 $
Private Ocean LLC 0.000452 %	307	0.000452 %	7 334 $
Comprehensive Financial Planning, Inc. 0.000169 %	115	0.000169 %	2 747 $

Name	Equities	%	Valuation
Roanoke Asset Management Corp. 0.0192 %	11,550	0.0192 %	217 833 $
Thompson Investment Management, Inc. 0.005 %	3,000	0.005 %	56 580 $
Russell Investments Canada Ltd. 0.003433 %	2,060	0.003433 %	38 852 $

Name	Equities	%	Valuation
Azimut Capital Management SGR SpA 0.1193 %	1,500,000	0.1193 %	1 M $
Bankinter Gestión de Activos SA SGIIC 0.0318 %	400,364	0.0318 %	399 243 $
Azimut Investment Management Singapore Ltd. 0.0318 %	400,000	0.0318 %	398 880 $
Bluestar Investment Managers SA 0.0278 %	350,000	0.0278 %	349 020 $
Abante Asesores Gestión SGIIC SA 0.0277 %	348,525	0.0277 %	347 549 $
Federated Hermes Ltd. 0.0159 %	200,000	0.0159 %	199 440 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. -	11,125,000	-	11 M $
Scottish Widows Schroder Person Wealth (ACD) Ltd. -	3,346,000	-	3 M $
Metropolitan West Asset Management LLC -	920,000	-	900 404 $
TCW Investment Management Co. LLC -	633,000	-	619 517 $
Gesalcalá SA SGIIC -	297,224	-	290 893 $
Ayalon Mutual Funds Ltd. -	200,000	-	195 740 $
Western Asset Management Co. Pty Ltd. -	100,000	-	97 870 $
AlphaSimplex Group LLC -	85,000	-	83 190 $

Name	Equities	%	Valuation
Caixa DTVM SA 0.001434 %	398,534	0.001434 %	11 M $
Itaú Unibanco SA 0.000805 %	223,626	0.000805 %	6 M $
BRAM - Bradesco Asset Management SA DTVM 0.000199 %	55,355	0.000199 %	1 M $
Safra Asset Management Ltda. 0.000183 %	50,800	0.000183 %	1 M $
Machado De Almeida Asset Management Ltda. 0.000123 %	34,120	0.000123 %	899 124 $
XP Allocation Asset Management Ltda. 0.000072 %	20,108	0.000072 %	529 883 $
BTG Pactual WM Gestão de Recursos Ltda. 0.000047 %	13,153	0.000047 %	346 606 $
Morgan Stanley Administradora de Carteiras SA 0.000032 %	8,991	0.000032 %	236 929 $
Banco Santander Brasil SA (Private Banking) 0.000025 %	7,027	0.000025 %	185 174 $
Credit Suisse Hedging-Griffo Corretora de Valores SA 0.000024 %	6,800	0.000024 %	179 192 $
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Name	Equities	%	Valuation
Russell Investments Canada Ltd. -	531	-	- $

Name	Equities	%	Valuation
PIMCO Europe Ltd. 0.2311 %	171,000	0.2311 %	3 M $
Mathes Co., Inc. 0.0375 %	27,750	0.0375 %	529 193 $
First Merchants Bank (Muncie, Indiana) 0.0164 %	12,160	0.0164 %	231 891 $
Atlas Capital Advisors, Inc. 0.0162 %	12,000	0.0162 %	228 840 $
Kingfisher Capital LLC 0.0141 %	10,445	0.0141 %	199 186 $
Capital Investment Trust Corp. 0.0135 %	9,993	0.0135 %	190 567 $
Thurston, Springer, Miller, Herd & Titak, Inc. 0.005799 %	4,291	0.005799 %	81 829 $
1620 Investment Advisors, Inc. 0.001784 %	1,320	0.001784 %	25 172 $
Curio Wealth LLC 0.000001 %	1	0.000001 %	19 $

Name	Equities	%	Valuation
ORG Partners LLC 0.1214 %	89,800	0.1214 %	2 M $
Cascades Capital Asset Management LLC 0.0844 %	62,481	0.0844 %	2 M $
WhaleRock Point Partners LLC 0.0622 %	46,000	0.0622 %	1 M $
AR Asset Management, Inc. 0.0405 %	30,000	0.0405 %	753 600 $
Beck, Mack & Oliver LLC 0.036 %	26,637	0.036 %	669 121 $
Estabrook Capital Management LLC 0.007162 %	5,300	0.007162 %	133 136 $
1620 Investment Advisors, Inc. 0.002054 %	1,520	0.002054 %	38 182 $
Thurston, Springer, Miller, Herd & Titak, Inc. 0.000676 %	500	0.000676 %	12 560 $
Boyd Watterson Asset Management LLC 0.000169 %	125	0.000169 %	3 140 $

Name	Equities	%	Valuation
Capital Investment Trust Corp. 0.0278 %	9,993	0.0278 %	198 061 $
Boyd Watterson Asset Management LLC 0.000347 %	125	0.000347 %	2 478 $

Breakdown by shareholder type

Institutional	56.67%
Other	8.95%
State Street Corp.	4.59%
Individuals	0.34%
Sumitomo Mitsui Trust Group, Inc.	0.24%
Swedbank AB	0.15%
Governments	0.14%
Rathbones Group Plc	0.1%
Manulife Financial Corp.	0.1%
Fifth Third Bancorp	0.08%
The Bank of Nova Scotia	0.05%
Menora Mivtachim Holdings Ltd.	0.05%
Skandinaviska Enskilda Banken AB	0.05%
Regions Financial Corp.	0.04%
SEI Investments Co.	0.04%
First Financial Bankshares, Inc.	0.03%
Commerzbank AG	0.02%
Peapack-Gladstone Financial Corp.	0.02%
Pinnacle Financial Partners, Inc.	0.02%
Zurich Insurance Group AG	0.02%
Corebridge Financial, Inc.	0.02%
Polar Capital Holdings Plc	0.01%
ING Groep NV	0.01%
Atlantic Union Bankshares Corp.	0.01%
SouthState Corp.	0.01%
Hancock Whitney Corp.	0.01%
Oakworth Capital, Inc.	0.01%
Migdal Insurance & Financial Holdings Ltd.	0.01%
Markel Group, Inc.	0.01%
Silvercrest Asset Management Group, Inc.	0.01%
Banco Bilbao Vizcaya Argentaria SA	0.01%
Cullen/Frost Bankers, Inc.	0.01%
Associated Banc-Corp	0.01%
Unknown	28.16%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	53.28%
United Kingdom	7.81%
Canada	3.53%
Norway	1.39%
Australia	0.85%
Japan	0.69%
Sweden	0.65%
Germany	0.56%
France	0.48%
Switzerland	0.34%
Individuals	0.34%
Netherlands	0.33%
Hong Kong	0.28%
South Korea	0.26%
Denmark	0.2%
Liechtenstein	0.2%
Ireland	0.15%
Belgium	0.12%
Italy	0.08%
Luxembourg	0.07%
Israel	0.06%
Finland	0.05%
Singapore	0.03%
Austria	0.02%
Czech Republic	0.02%
Spain	0.02%
Slovenia	0.01%
New Zealand	0.01%
South Africa	0.01%

Based on 1000 largest holdings

JPMorgan Chase & Co. is one of the biggest banking groups in the world. Revenues (including intragroup) break down by activity as follows: - retail banking (39.6%): sale of standard and specialized financial services (real estate loans, automobile loans, insurance, etc.) through a network of more than 4,966 banking agencies. The group also develops credit cards sale activity; - investment and market banking (38.8%): consulting for mergers-acquisitions and restructuring, capital increases, investment capital, active on the stock, bond, and derived product markets, stock market brokerage, etc.; - asset management (11.9%): USD 2,406 billion of assets under management at the end of 2024; - commercial banking (9.7%). At the end of 2024, the group was managing USD 2,406 billion in current deposits and USD 1,323.6 billion in current loans. Income breaks down geographically as follows: the United States (78%), Europe-Middle East-Africa (13.2%), Asia-Pacific (6.7%), Latin America and Carribean (2.1%).

Employees

Sector

Banks

Calendar

Jul. 02 - Détachement de

More about the company

Share ownership JPMorgan Chase Nyse

Equities

Banks

Share class: JPMorgan Chase

Major shareholders: JPMorgan Chase

Breakdown by shareholder type

Geographical origin of shareholders

Company Profile