Share ownership JPMorgan Chase & Co.

JPM

US46625H1005

Banks

Market Closed - Nyse Other stock markets 04:00:02 2025-12-12 pm EST			5-day change	1st Jan Change
318.52 ^USD	+0.36%		+1.10%	+32.88%

Dec. 12	JPMorgan's Dimon signals support for Kevin Warsh as Fed chair, FT reports	RE
Dec. 12	Fifth Third Announces Changes to Its Board of Directors	CI

Share class: JPMorgan Chase & Co.

	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 & Co.

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 9.767 %	265,894,595	9.767 %	83 246 M $
BlackRock Advisors LLC 5.888 %	160,289,452	5.888 %	50 183 M $
STATE STREET CORPORATION 4.599 %	125,197,964	4.599 %	39 197 M $
Eaton Vance Management 2.404 %	65,445,847	2.404 %	20 490 M $
Geode Capital Management LLC 2.251 %	61,281,705	2.251 %	19 186 M $
Merrill Lynch International 2.122 %	57,753,120	2.122 %	18 081 M $
BlackRock Life Ltd. 1.641 %	44,673,744	1.641 %	13 986 M $
Fidelity Management & Research Co. LLC 1.42 %	38,654,045	1.42 %	12 102 M $
Norges Bank (13F) 1.304 %	35,511,741	1.304 %	11 118 M $
Royal Trust Corp. of Canada 1.146 %	31,203,220	1.146 %	9 769 M $
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Name	Equities	%	Valuation
PNC Wealth Management LLC 8.57 %	6,856,235	8.57 %	125 M $
PIMCO Europe Ltd. 0.0782 %	62,600	0.0782 %	1 M $
Atlas Capital Advisors, Inc. 0.005094 %	4,075	0.005094 %	74 369 $
Thompson Investment Management, Inc. 0.00375 %	3,000	0.00375 %	54 750 $
ORG Partners LLC 0.002 %	1,600	0.002 %	29 200 $
Tucker Asset Management LLC 0.000344 %	275	0.000344 %	5 019 $
NBC Securities, Inc. 0.000078 %	62	0.000078 %	1 132 $

Name	Equities	%	Valuation
Steigerwald, Gordon & Koch, Inc. 0.2636 %	178,821	0.2636 %	4 M $
ORG Partners LLC 0.0604 %	41,000	0.0604 %	1 M $
Mathes Co., Inc. 0.0342 %	23,200	0.0342 %	580 696 $
Capital Investment Trust Corp. 0.0183 %	12,423	0.0183 %	310 948 $
NBC Securities, Inc. 0.0178 %	12,069	0.0178 %	302 087 $
Bankinter Gestión de Activos SA SGIIC 0.006321 %	4,289	0.006321 %	107 354 $
Old Point Trust & Financial Services, NA 0.005895 %	4,000	0.005895 %	100 120 $
Thompson Investment Management, Inc. 0.001769 %	1,200	0.001769 %	30 036 $
United Community Bank (Blairsville, Georgia) 0.001032 %	700	0.001032 %	17 521 $
Russell Investments Canada Ltd. 0.000926 %	628	0.000926 %	15 719 $
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Name	Equities	%	Valuation
Roanoke Asset Management Corp. 0.0192 %	11,550	0.0192 %	224 879 $
Capital Investment Trust Corp. 0.0136 %	8,138	0.0136 %	158 447 $
NBC Securities, Inc. 0.008105 %	4,863	0.008105 %	94 683 $
Thompson Investment Management, Inc. 0.005 %	3,000	0.005 %	58 410 $
Russell Investments Canada Ltd. 0.001875 %	1,125	0.001875 %	21 904 $

Name	Equities	%	Valuation
Azimut (DIFC) Ltd. 0.159 %	2,000,000	0.159 %	2 M $
Azimut Investment Management Singapore Ltd. 0.0954 %	1,200,000	0.0954 %	1 M $
Azimut Capital Management SGR SpA 0.0557 %	700,000	0.0557 %	702 730 $
Arbion Ltd. 0.0493 %	620,000	0.0493 %	622 418 $
Gesalcalá SA SGIIC 0.0316 %	397,415	0.0316 %	398 965 $
Federated Hermes Ltd. 0.0294 %	370,000	0.0294 %	371 443 $
Bluestar Investment Managers SA 0.0278 %	350,000	0.0278 %	351 365 $
Abante Asesores Gestión SGIIC SA 0.0158 %	198,453	0.0158 %	199 227 $
Olea Gestión de Activos SGIIC SA 0.0118 %	148,839	0.0118 %	149 419 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. -	10,625,000	-	11 M $
CACEIS (Switzerland) SA -	1,580,000	-	2 M $
Metropolitan West Asset Management LLC -	805,000	-	796 330 $
CWB Wealth Management Ltd. -	750,000	-	741 923 $
TCW Investment Management Co. LLC -	633,000	-	626 183 $
Franklin Templeton Investments (ME) Ltd. -	370,000	-	366 015 $
Renta 4 Gestora SGIIC SA -	291,922	-	288 778 $
Ayalon Mutual Funds Ltd. -	200,000	-	197 846 $
Western Asset Management Co. Pty Ltd. -	100,000	-	98 923 $
AlphaSimplex Group LLC -	85,000	-	84 085 $

Name	Equities	%	Valuation
Caixa DTVM SA 0.001121 %	305,134	0.001121 %	10 M $
Itaú Unibanco Asset Management Ltda. 0.000576 %	156,756	0.000576 %	5 M $
Safra Asset CTVM SA (Investment Management) 0.000152 %	41,400	0.000152 %	1 M $
XP Allocation Asset Management Ltda. 0.000134 %	36,372	0.000134 %	1 M $
Machado De Almeida Asset Management Ltda. 0.000125 %	34,120	0.000125 %	1 M $
Mos Gestão de Investimentos Ltda. 0.000066 %	17,930	0.000066 %	563 249 $
XP Advisory Gestão Recursos Ltda. 0.000061 %	16,704	0.000061 %	524 735 $
Banco Santander Brasil SA (Private Banking) 0.000052 %	14,130	0.000052 %	443 876 $
UBS (Brasil) Corretora De Valores SA 0.000051 %	14,000	0.000051 %	439 793 $
Morgan Stanley Administradora de Carteiras SA 0.000025 %	6,762	0.000025 %	212 420 $
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Name	Equities	%	Valuation
Resources Management Corp. -	20,000	-	19 878 $

Name	Equities	%	Valuation
Russell Investments Canada Ltd. -	461	-	- $

Name	Equities	%	Valuation
PIMCO Europe Ltd. 0.2311 %	171,000	0.2311 %	3 M $
Mathes Co., Inc. 0.0375 %	27,750	0.0375 %	549 728 $
Atlas Capital Advisors, Inc. 0.0162 %	12,000	0.0162 %	237 720 $
Kingfisher Capital LLC 0.0141 %	10,445	0.0141 %	206 915 $
Capital Investment Trust Corp. 0.0135 %	9,997	0.0135 %	198 041 $
NBC Securities, Inc. 0.0001 %	74	0.0001 %	1 466 $
Curio Wealth LLC 0.000014 %	10	0.000014 %	198 $

Name	Equities	%	Valuation
ORG Partners LLC 0.1045 %	77,300	0.1045 %	2 M $
Cascades Capital Asset Management LLC 0.0989 %	73,221	0.0989 %	2 M $
AR Asset Management, Inc. 0.0581 %	43,000	0.0581 %	1 M $
Beck, Mack & Oliver LLC 0.036 %	26,637	0.036 %	672 052 $
Estabrook Capital Management LLC 0.007162 %	5,300	0.007162 %	133 719 $
NBC Securities, Inc. 0.000505 %	374	0.000505 %	9 436 $
Boyd Watterson Asset Management LLC 0.000169 %	125	0.000169 %	3 154 $

Name	Equities	%	Valuation
Steigerwald, Gordon & Koch, Inc. 0.4872 %	175,395	0.4872 %	4 M $
Capital Investment Trust Corp. 0.0278 %	9,997	0.0278 %	203 439 $
Boyd Watterson Asset Management LLC 0.000347 %	125	0.000347 %	2 544 $
NBC Securities, Inc. 0.000117 %	42	0.000117 %	855 $

Breakdown by shareholder type

Institutional	57.63%
Other	9.64%
State Street Corp.	4.6%
Individuals	0.35%
Sumitomo Mitsui Trust Group, Inc.	0.25%
Swedbank AB	0.18%
Governments	0.14%
Rathbones Group Plc	0.1%
Manulife Financial Corp.	0.1%
The Bank of Nova Scotia	0.09%
Fifth Third Bancorp	0.08%
Danske Bank A/S	0.08%
Menora Mivtachim Holdings Ltd.	0.05%
Regions Financial Corp.	0.04%
SEI Investments Co.	0.04%
Skandinaviska Enskilda Banken AB	0.03%
First Financial Bankshares, Inc.	0.03%
Commerzbank AG	0.02%
ING Groep NV	0.02%
Zurich Insurance Group AG	0.02%
Peapack-Gladstone Financial Corp.	0.02%
ABN AMRO Bank NV	0.02%
Markel Group, Inc.	0.01%
First Horizon Corp. (Tennessee)	0.01%
SouthState Bank Corp.	0.01%
Oakworth Capital, Inc.	0.01%
Migdal Insurance & Financial Holdings Ltd.	0.01%
Silvercrest Asset Management Group, Inc.	0.01%
Banco Bilbao Vizcaya Argentaria SA	0.01%
Pinnacle Financial Partners, Inc.	0.01%
Hancock Whitney Corp.	0.01%
Cullen/Frost Bankers, Inc.	0.01%
Associated Banc-Corp	0.01%
Unknown	26.35%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	53.45%
United Kingdom	8.42%
Canada	3.75%
Norway	1.44%
Australia	0.89%
Sweden	0.71%
Japan	0.71%
Germany	0.58%
France	0.57%
Switzerland	0.42%
Netherlands	0.39%
Individuals	0.35%
South Korea	0.27%
Denmark	0.26%
Hong Kong	0.26%
Liechtenstein	0.21%
Ireland	0.15%
Belgium	0.15%
Italy	0.1%
United Arab Emirates	0.09%
Singapore	0.07%
Israel	0.07%
Luxembourg	0.07%
Spain	0.06%
New Zealand	0.05%
Finland	0.05%
Czech Republic	0.03%
Austria	0.03%
Brazil	0.02%
Slovenia	0.01%
China	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

318,153

Sector

Banks

Calendar

Jan. 13 - Q4 2025 Earnings Release

More about the company