Share ownership JPMorgan Chase & Co.

JPM

US46625H1005

Banks

Market Closed - Nyse Other stock markets 02:30:02 17/01/2026 am IST			5-day change	1st Jan Change
312.47 ^USD	+1.04%		-5.08%	-3.03%

17/01	Consumer Cos Down Amid Spending Doubts -- Consumer Roundup	DJ
17/01	S&P 500 Posts Slight Weekly Drop as Banks Report Weaker-Than-Expected Q4 Revenue	MT

Share class: JPMorgan Chase & Co.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	21,65,375	0	0	67.73 %
Stock B	1	4,08,71,93,473	2,76,96,24,000 ( 67.76 %)	1,28,95,93,473 ( 31.55 %)

Major shareholders: JPMorgan Chase & Co.

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 9.767 %	26,58,94,595	9.767 %	85 677 M $
BlackRock Advisors LLC 5.888 %	16,02,89,452	5.888 %	51 648 M $
STATE STREET CORPORATION 4.599 %	12,51,97,964	4.599 %	40 341 M $
Eaton Vance Management 2.404 %	6,54,45,847	2.404 %	21 088 M $
Geode Capital Management LLC 2.251 %	6,12,81,705	2.251 %	19 746 M $
Merrill Lynch International 2.122 %	5,77,53,120	2.122 %	18 609 M $
BlackRock Life Ltd. 1.641 %	4,46,73,744	1.641 %	14 395 M $
Fidelity Management & Research Co. LLC 1.42 %	3,86,54,045	1.42 %	12 455 M $
Norges Bank (13F) 1.304 %	3,55,11,741	1.304 %	11 443 M $
Wells Fargo Bank NA 1.141 %	3,10,71,822	1.141 %	10 012 M $
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Name	Equities	%	Valuation
PNC Wealth Management LLC 8.57 %	68,56,235	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 %	74 450 $
Thompson Investment Management, Inc. 0.00375 %	3,000	0.00375 %	54 810 $
ORG Partners LLC 0.002 %	1,600	0.002 %	29 232 $
NBC Securities, Inc. 0.000078 %	62	0.000078 %	1 133 $

Name	Equities	%	Valuation
Steigerwald, Gordon & Koch, Inc. 0.2636 %	1,78,821	0.2636 %	4 M $
ORG Partners LLC 0.0545 %	37,000	0.0545 %	922 040 $
Mathes Co., Inc. 0.0342 %	23,200	0.0342 %	578 144 $
Capital Investment Trust Corp. 0.0183 %	12,423	0.0183 %	309 581 $
NBC Securities, Inc. 0.0178 %	12,069	0.0178 %	300 759 $
Bankinter Gestión de Activos SA SGIIC 0.006321 %	4,289	0.006321 %	106 882 $
Old Point Trust & Financial Services, NA 0.005895 %	4,000	0.005895 %	99 680 $
Thompson Investment Management, Inc. 0.001769 %	1,200	0.001769 %	29 904 $
United Community Bank (Blairsville, Georgia) 0.001032 %	700	0.001032 %	17 444 $
Comprehensive Financial Planning, Inc. 0.000169 %	115	0.000169 %	2 866 $

Name	Equities	%	Valuation
Roanoke Asset Management Corp. 0.0192 %	11,550	0.0192 %	224 070 $
Capital Investment Trust Corp. 0.0136 %	8,138	0.0136 %	157 877 $
NBC Securities, Inc. 0.008105 %	4,863	0.008105 %	94 342 $
Thompson Investment Management, Inc. 0.005 %	3,000	0.005 %	58 200 $
Russell Investments Canada Ltd. 0.003002 %	1,801	0.003002 %	34 939 $

Name	Equities	%	Valuation
Azimut (DIFC) Ltd. 0.159 %	20,00,000	0.159 %	2 M $
Azimut Investment Management Singapore Ltd. 0.0954 %	12,00,000	0.0954 %	1 M $
Azimut Capital Management SGR SpA 0.0557 %	7,00,000	0.0557 %	699 650 $
Gesalcalá SA SGIIC 0.0316 %	3,97,415	0.0316 %	397 216 $
Federated Hermes Ltd. 0.0294 %	3,70,000	0.0294 %	369 815 $
Bluestar Investment Managers SA 0.0278 %	3,50,000	0.0278 %	349 825 $
Abante Asesores Gestión SGIIC SA 0.0158 %	1,98,453	0.0158 %	198 354 $
Olea Gestión de Activos SGIIC SA 0.0118 %	1,48,839	0.0118 %	148 765 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. -	1,06,25,000	-	11 M $
CACEIS (Switzerland) SA -	15,80,000	-	2 M $
HSBC Global Asset Management (USA), Inc. -	10,00,000	-	992 660 $
Metropolitan West Asset Management LLC -	8,05,000	-	799 091 $
CWB Wealth Management Ltd. -	7,50,000	-	744 495 $
TCW Investment Management Co. LLC -	6,33,000	-	628 354 $
Franklin Templeton Investments (ME) Ltd. -	3,70,000	-	367 284 $
Renta 4 Gestora SGIIC SA -	2,91,922	-	289 779 $
Ayalon Mutual Funds Ltd. -	2,00,000	-	198 532 $
Western Asset Management Co. Pty Ltd. -	1,00,000	-	99 266 $
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Name	Equities	%	Valuation
Caixa DTVM SA 0.001109 %	3,02,014	0.001109 %	10 M $
Itaú Unibanco Asset Management Ltda. 0.00055 %	1,49,756	0.00055 %	5 M $
Safra Asset CTVM SA (Investment Management) 0.000178 %	48,350	0.000178 %	2 M $
XP Allocation Asset Management Ltda. 0.000134 %	36,533	0.000134 %	1 M $
Mos Gestão de Investimentos Ltda. 0.000066 %	17,930	0.000066 %	577 238 $
XP Advisory Gestão Recursos Ltda. 0.000056 %	15,127	0.000056 %	486 998 $
UBS (Brasil) Corretora De Valores SA 0.000051 %	14,000	0.000051 %	450 716 $
Banco Santander Brasil SA (Private Banking) 0.000043 %	11,772	0.000043 %	378 988 $
Morgan Stanley Administradora de Carteiras SA 0.000027 %	7,362	0.000027 %	237 012 $
Itaú Unibanco SA 0.000014 %	3,700	0.000014 %	119 118 $
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Name	Equities	%	Valuation
Resources Management Corp. -	20,000	-	19 862 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. 0.2311 %	1,71,000	0.2311 %	3 M $
Mathes Co., Inc. 0.0375 %	27,750	0.0375 %	545 010 $
Atlas Capital Advisors, Inc. 0.0162 %	12,000	0.0162 %	235 680 $
Kingfisher Capital LLC 0.0141 %	10,445	0.0141 %	205 140 $
Capital Investment Trust Corp. 0.0135 %	9,997	0.0135 %	196 341 $
NBC Securities, Inc. 0.0001 %	74	0.0001 %	1 453 $
Curio Wealth LLC 0.000014 %	10	0.000014 %	196 $

Name	Equities	%	Valuation
ORG Partners LLC 0.0991 %	73,300	0.0991 %	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 %	669 654 $
Estabrook Capital Management LLC 0.007162 %	5,300	0.007162 %	133 242 $
NBC Securities, Inc. 0.000505 %	374	0.000505 %	9 402 $
Boyd Watterson Asset Management LLC 0.000169 %	125	0.000169 %	3 143 $

Name	Equities	%	Valuation
Steigerwald, Gordon & Koch, Inc. 0.4872 %	1,75,395	0.4872 %	4 M $
Capital Investment Trust Corp. 0.0278 %	9,997	0.0278 %	202 339 $
Boyd Watterson Asset Management LLC 0.000347 %	125	0.000347 %	2 530 $
NBC Securities, Inc. 0.000117 %	42	0.000117 %	850 $

Breakdown by shareholder type

Institutional	57.53%
Other	9.65%
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%
Migdal Insurance & Financial Holdings Ltd.	0.01%
Oakworth Capital, Inc.	0.01%
Silvercrest Asset Management Group, Inc.	0.01%
Banco Bilbao Vizcaya Argentaria SA	0.01%
Hancock Whitney Corp.	0.01%
Cullen/Frost Bankers, Inc.	0.01%
Associated Banc-Corp	0.01%
Unknown	26.46%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	53.66%
United Kingdom	8.39%
Canada	3.49%
Norway	1.43%
Australia	0.89%
Sweden	0.71%
Japan	0.71%
Germany	0.58%
France	0.57%
Switzerland	0.43%
Netherlands	0.39%
Individuals	0.35%
South Korea	0.27%
Denmark	0.27%
Hong Kong	0.26%
Liechtenstein	0.21%
Ireland	0.15%
Belgium	0.15%
Italy	0.1%
United Arab Emirates	0.09%
Singapore	0.08%
Israel	0.07%
Luxembourg	0.07%
Spain	0.06%
Finland	0.05%
Czech Republic	0.03%
Austria	0.03%
Brazil	0.02%
New Zealand	0.01%
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

3,18,512

Sector

Banks

Calendar

10/02 - UBS Financial Services Conference

More about the company