Public record / Tickers / JPM

JPM — JPMORGAN CHASE & CO

Both disclosure regimes on one name: who in Congress filed about JPM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
309
all PTR rows naming JPM
Members · 12m
13
11 buys · 9 sells · by trade date
Latest PTR
08-17
filed 2026-08-17
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $250K–$500K

Purchase · traded 2021-06-25 → filed 2021-07-14. Ranked over every JPM row by the provable lower bound, never a point estimate.

13 members · 11 buys / 9 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

74 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

65 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 65 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING JPM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning JPM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-17John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 07-23 +25d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2025-04-15 LATE·477d$15K–$50Kamendment pending
2026-08-05Tommy Tuberville R–ALSale · partial · JT (partial sale, jointly owned)Traded 2024-03-12 LATE·876d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$15K–$50K
2026-07-06Ro Khanna D–CA-17Sale · partial · DC (partial sale, dependent-child-owned)Traded 06-05 +31d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 309 ↗

Members active in JPM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing JPM in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
David J. Taylor R–OH-23$3.0K to $45.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Ro Khanna D–CA-173−$13.0K to $29.0K3
Gilbert Ray Cisneros, Jr. D–CA-312$2.0K to $30.0K2
Alan Armstrong R–OK1−$50.0K to −$15.0K2
John Boozman R–AR1−$15.0K to −$1.0K6
Jonathan L. Jackson D–IL-11$1.0K to $15.0K2
Katie Boyd Britt R–AL1−$15.0K to −$1.0K5

13 members in the window; the 8 most active shown · counts of disclosures, not dollars.

Congress ↔ notable managers · JPM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Ro Khanna D–CA-17 $1K–$15K
Sellers
4 Tommy Tuberville R–AL, Alan Armstrong R–OK, John Boozman R–AR, Ro Khanna D–CA-17 $33K–$145K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · JPMORGAN CHASE

Merged timeline of congressional filings and notable-manager moves on JPM
DateWhoChangeSize
2026-08-17John Boozman CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressSale$15K–$50K
2026-07-06Ro Khanna CongressSale$1K–$15K
2026-07-06Ro Khanna CongressPurchase$1K–$15K
2026-05-15Viking Global Investors 13Fadd+798,036 sh
2026-05-15Tudor Investment Corp 13Fadd+187,780 sh
2026-05-15Soros Fund Management 13Fadd+116,193 sh
2026-05-15Gotham Asset Management 13Fadd+3,420 sh
2026-05-14Caxton Associates 13Fnew+4,389 sh

11 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of JPM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$61.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$48.6B1
3STATE STREET CORP$36.6B1
4MORGAN STANLEY$20.2B1
5BANK OF AMERICA CORP /DE/$19.3B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$19.3B1
7GEODE CAPITAL MANAGEMENT, LLC$18.3B1
8FMR LLC$9.2B1
9NORTHERN TRUST CORP$9.2B1
10Capital Research Global Investors$8.1B1
11ROYAL BANK OF CANADA$7.0B1
12GOLDMAN SACHS GROUP INC$6.9B1
13WELLS FARGO & COMPANY/MN$6.8B1
14Bank of New York Mellon Corp$6.2B1
15UBS Group AG$5.6B1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.6B1
17DIMENSIONAL FUND ADVISORS LP$5.6B1
18Legal & General Group Plc$5.5B1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$5.5B1
20AMERIPRISE FINANCIAL INC$5.0B1
21Fisher Asset Management, LLC$5.0B1
22Capital World Investors$4.5B1
23Nuveen, LLC$4.4B1
24FRANKLIN RESOURCES INC$4.4B1
25MASSACHUSETTS FINANCIAL SERVICES CO /MA/$4.3B1
26RAYMOND JAMES FINANCIAL INC$4.3B1
27VANGUARD FIDUCIARY TRUST CO$4.1B1
28Capital International Investors$3.7B1
29BARCLAYS PLC$3.7B1
30Invesco Ltd.$3.6B1
31DEUTSCHE BANK AG\$2.4B1
32Neuberger Berman Group LLC$2.3B1
33DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.2B1
34ENVESTNET ASSET MANAGEMENT INC$2.1B1
35Boston Partners$2.1B1
36Amundi$2.0B1
37HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.0B1
38Baird Financial Group, Inc.$2.0B1
39HSBC HOLDINGS PLC$2.0B1
40CANADA PENSION PLAN INVESTMENT BOARD$1.9B1
41SCHRODER INVESTMENT MANAGEMENT GROUP$1.9B1
42CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$1.9B1
43Mitsubishi UFJ Asset Management Co., Ltd.$1.8B1
44Sumitomo Mitsui Trust Group, Inc.$1.8B1
45ALLIANCEBERNSTEIN L.P.$1.7B1
46BANK OF MONTREAL /CAN/$1.6B1
47National Pension Service$1.6B1
48Vanguard Global Advisers, LLC$1.6B1
49LPL Financial LLC$1.6B1
50PRINCIPAL FINANCIAL GROUP INC$1.5B1
51JPMORGAN CHASE & CO$1.4B1
52VANGUARD ASSET MANAGEMENT, Ltd$1.4B1
53Unisphere Establishment$1.4B1
54Swedbank AB$1.4B1
55CIBC Bancorp USA Inc.$1.3B1
56TD ASSET MANAGEMENT INC$1.3B1
57Clearbridge Investments, LLC$1.3B1
58Janus Henderson Group Ltd.$1.2B1
59Sanders Capital, LLC$1.1B1
60STIFEL FINANCIAL CORP$1.1B1
61WELLINGTON MANAGEMENT GROUP LLP$1.1B1
62CITIGROUP INC$1.1B1
63AMERICAN CENTURY COMPANIES INC$1.1B1
64NATIONAL BANK OF CANADA /FI/$1.1B1
65VOYA INVESTMENT MANAGEMENT LLC$1.1B1
66NORDEA INVESTMENT MANAGEMENT AB$1.0B1
67US BANCORP \DE\$1.0B1
68D. E. Shaw & Co., Inc.$1.0B1
69PRIMECAP MANAGEMENT CO/CA/$1.0B1
70TWO SIGMA INVESTMENTS, LP$974M1
71FIFTH THIRD BANCORP$973M1
72Corient Private Wealth LLC$928M1
73FAYEZ SAROFIM & CO$920M1
74Focus Partners Wealth$915M1
75TRUIST FINANCIAL CORP$914M1
76Allianz Asset Management GmbH$912M1
77AVIVA PLC$912M1
78Mariner, LLC$908M1
79Ensign Peak Advisors, Inc$888M1
80Robeco Institutional Asset Management B.V.$884M1
81APG Asset Management N.V.$858M1
82Capital Wealth Planning, LLC$845M1
83BANK OF NOVA SCOTIA$844M1
84AXIOM INVESTORS LLC /DE$840M1
85FIL Ltd$840M1
86VIKING GLOBAL INVESTORS LP$795M1
87CIBC WORLD MARKET INC.$792M1
88HighTower Advisors, LLC$783M1
89S&G Foundation$770M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$740M1
91CREDIT AGRICOLE S A$736M1
92Qube Research & Technologies Ltd$726M1
93CITADEL ADVISORS LLC$715M1
94VICTORY CAPITAL MANAGEMENT INC$711M1
95ADAGE CAPITAL PARTNERS GP, L.L.C.$710M1
96Rockefeller Capital Management L.P.$709M1
97NATIXIS$708M1
98CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$703M1
99STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$701M1
100Aberdeen Group plc$695M1
101BLAIR WILLIAM & CO/IL$679M1
102Ninety One UK Ltd$678M1
103DANSKE BANK A/S$675M1
104FIRST TRUST ADVISORS LP$658M1
105PRUDENTIAL FINANCIAL INC$655M1
106ROYAL LONDON ASSET MANAGEMENT LTD$653M1
107Cerity Partners LLC$616M1
1081832 Asset Management L.P.$590M1
109Bank Julius Baer & Co. Ltd, Zurich$588M1
110MACKENZIE FINANCIAL CORP$584M1
111Chevy Chase Trust Holdings, LLC$570M1
112BAHL & GAYNOR INC$568M1
113JONES FINANCIAL COMPANIES LLLP$558M1
114Universal- Beteiligungs- und Servicegesellschaft mbH$555M1
115TD Waterhouse Canada Inc.$552M1
116Zurcher Kantonalbank (Zurich Cantonalbank)$537M1
117KEYBANK NATIONAL ASSOCIATION/OH$526M1
118Korea Investment CORP$517M1
119M&T BANK CORP$511M1
120STOREBRAND ASSET MANAGEMENT AS$496M1
121SCOTIA CAPITAL INC.$477M1
122AQR CAPITAL MANAGEMENT LLC$473M1
123PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$468M1
124Quantinno Capital Management LP$467M1
125Creative Planning$454M1
126TORONTO DOMINION BANK$454M1
127PFA Pension, Forsikringsaktieselskab$432M1
128PUBLIC SECTOR PENSION INVESTMENT BOARD$429M1
129STATE OF WISCONSIN INVESTMENT BOARD$429M1
130CAPITOLIS LIQUID GLOBAL MARKETS LLC$423M1
131NewEdge Advisors, LLC$422M1
132Cetera Investment Advisers$417M1
133COMMONWEALTH EQUITY SERVICES, LLC$415M1
134Pictet Asset Management Holding SA$411M1
135JENNISON ASSOCIATES LLC$407M1
136UniSuper Management Pty Ltd$405M1
137Haverford Trust Co$400M1
138COMMERCE BANK$397M1
139Mitsubishi UFJ Trust & Banking Corp$395M1
140SAMLYN CAPITAL, LLC$394M1
141OSAIC HOLDINGS, INC.$393M1
142Asset Management One Co., Ltd.$392M1
143SEI INVESTMENTS CO$382M1
144Alphinity Investment Management Pty Ltd$379M1
145NOMURA ASSET MANAGEMENT CO LTD$361M1
146MILLENNIUM MANAGEMENT LLC$361M1
147BROWN ADVISORY INC$359M1
148Artisan Partners Limited Partnership$358M1
149SEB Asset Management AB$356M1
150MONTRUSCO BOLTON INVESTMENTS INC.$356M1
151Vanguard Investments Australia, Ltd.$352M1
152Man Group plc$341M1
153GLENMEDE TRUST CO NA$338M1
154KLP KAPITALFORVALTNING AS$337M1
155NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$335M1
156Employees Provident Fund Board$332M1
157WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$329M1
158Mawer Investment Management Ltd.$328M1
159REGIONS FINANCIAL CORP$313M1
160GREAT LAKES ADVISORS, LLC$312M1
161MAIRS & POWER INC$310M1
162Paralel Advisors LLC$302M1
163BNP Paribas Asset Management Holding S.A.$294M1
164Steward Partners Investment Advisory, LLC$293M1
165ACR Alpine Capital Research, LLC$288M1
166B. Metzler seel. Sohn & Co. AG$279M1
167State of New Jersey Common Pension Fund D$275M1
168Lansforsakringar Fondforvaltning AB (publ)$273M1
169LGT Group Foundation$269M1
170ZACKS INVESTMENT MANAGEMENT$269M1
171Sarasin & Partners LLP$267M1
172&PARTNERS$265M1
173NISA INVESTMENT ADVISORS, LLC$262M1
174Retirement Systems of Alabama$258M1
175Tredje AP-fonden$257M1
176Empower Advisory Group, LLC$255M1
177Resona Asset Management Co.,Ltd.$251M1
178AMF Tjanstepension AB$251M1
179CIBC Asset Management Inc$250M1
180Clark Capital Management Group, Inc.$249M1
181MERCER GLOBAL ADVISORS INC /ADV$246M1
182WORLDQUANT MILLENNIUM ADVISORS LLC$244M1
183ASSETMARK, INC$242M1
184Calamos Advisors LLC$237M1
185Epoch Investment Partners, Inc.$235M1
186MML INVESTORS SERVICES, LLC$234M1
187Mirae Asset Global Investments Co., Ltd.$233M1
188BARTLETT & CO. WEALTH MANAGEMENT LLC$227M1
189OMERS ADMINISTRATION Corp$227M1
190MENORA MIVTACHIM HOLDINGS LTD.$227M1
191DnB Asset Management AS$226M1
192FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$220M1
193Arizona State Retirement System$219M1
194CI INVESTMENTS INC.$219M1
195JANE STREET GROUP, LLC$218M1
196Czech National Bank$216M1
197GROUPAMA ASSET MANAGMENT$216M1
198O'SHAUGHNESSY ASSET MANAGEMENT, LLC$215M1
199TEACHER RETIREMENT SYSTEM OF TEXAS$215M1
200Quilter Plc$211M1
201Sanctuary Advisors, LLC$211M1
202STATE OF MICHIGAN RETIREMENT SYSTEM$207M1
203Sumitomo Mitsui DS Asset Management Company, Ltd$207M1
204FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$204M1
205NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$203M1
206Eurizon Capital SGR S.p.A.$203M1
207RENAISSANCE TECHNOLOGIES LLC$202M1
208FIRST FINANCIAL BANKSHARES INC$198M1
209Compagnie Lombard Odier SCmA$197M1
210ProShare Advisors LLC$197M1
211James Hambro & Partners LLP$196M1
212EP Wealth Advisors, LLC$193M1
213Rafferty Asset Management, LLC$193M1
214WELCH & FORBES LLC$192M1
215Federation des caisses Desjardins du Quebec$191M1
216PANAGORA ASSET MANAGEMENT INC$190M1
217MetLife Investment Management, LLC$185M1
218SUSQUEHANNA INTERNATIONAL GROUP, LLP$185M1
219COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$185M1
220Pinnacle Financial Partners, Inc.$181M1
221BRISTOL JOHN W & CO INC /NY/$178M1
222Douglas Lane & Associates, LLC$175M1
223Capital International, Inc./CA/$175M1
224Allspring Global Investments Holdings, LLC$175M1
225Daiwa Securities Group Inc.$172M1
226GATEWAY INVESTMENT ADVISERS LLC$171M1
227PARNASSUS INVESTMENTS, LLC$169M1
228Kestra Advisory Services, LLC$168M1
229Life Cycle Investment Partners Ltd$167M1
230Migdal Insurance & Financial Holdings Ltd.$167M1
231CAPITAL ADVISORS INC/OK$167M1
232MUFG Securities EMEA plc$166M1
233BROWN BROTHERS HARRIMAN & CO$166M1
234Boston Trust Walden Corp$164M1
235DAVIS SELECTED ADVISERS$164M1
236HOMESTEAD ADVISERS CORP$162M1
237CWM, LLC$162M1
238Tidal Investments LLC$161M1
239IFM Investors Pty Ltd$160M1
240Lido Advisors, LLC$159M1
241Evercore Wealth Management, LLC$157M1
242Woodline Partners LP$156M1
243Swiss Life Asset Management Ltd$155M1
244DAVENPORT & Co LLC$155M1
245Banco Santander, S.A.$154M1
246ATALANTA SOSNOFF CAPITAL, LLC$153M1
247FACTORY MUTUAL INSURANCE CO$153M1
248Union Bancaire Privee, UBP SA$152M1
249ING GROEP NV$149M1
250Vanguard Personalized Indexing Management, LLC$148M1
251Zurich Insurance Group Ltd/FI$146M1
252ASR Vermogensbeheer N.V.$146M1
253Pathstone Holdings, LLC$145M1
254VOLORIDGE INVESTMENT MANAGEMENT, LLC$145M1
255NewEdge Wealth, LLC$145M1
256XPONANCE LLC$144M1
257TUDOR INVESTMENT CORP ET AL$144M1
258Connor, Clark & Lunn Investment Management Ltd.$143M1
259HM PAYSON & CO$142M1
260QRG CAPITAL MANAGEMENT, INC.$140M1
261AGF MANAGEMENT LTD$140M1
262Candriam S.C.A.$140M1
263MAI Capital Management$139M1
264BASSWOOD CAPITAL MANAGEMENT, L.L.C.$138M1
265Groupe la Francaise$138M1
266Davis Asset Management, L.P.$138M1
267FEDERATED HERMES, INC.$137M1
268Empowered Funds, LLC$137M1
269AE Wealth Management LLC$136M1
270Beacon Pointe Advisors, LLC$136M1
271USS Investment Management Ltd$133M1
272Varma Mutual Pension Insurance Co$133M1
273Midwest Trust Co$132M1
274Utah Retirement Systems$130M1
275Advisors Capital Management, LLC$129M1
276UMB Bank, n.a.$129M1
277OPPENHEIMER ASSET MANAGEMENT INC.$128M1
278STEPHENS INC /AR/$125M1
279Smead Capital Management, Inc.$122M1
280LAZARD ASSET MANAGEMENT LLC$122M1
281PINNACLE ASSOCIATES LTD$122M1
282Allworth Financial LP$121M1
283Carnegie Investment Counsel$121M1
284Curi Capital, LLC$120M1
285ABN AMRO Bank N.V.$120M1
286NEOS Investment Management LLC$118M1
287Guidance Point Advisors, LLC$118M1
288Hardy Reed LLC$118M1
289Holocene Advisors, LP$117M1
290EASTERN BANK$117M1
291D.A. DAVIDSON & CO.$117M1
292IEQ CAPITAL, LLC$116M1
293NISSAY ASSET MANAGEMENT CORP /JAPAN$116M1
294EFG International AG$116M1
295Glenview Trust Co$116M1
296RWA WEALTH PARTNERS, LLC$115M1
297TCTC Holdings, LLC$114M1
298BECK MACK & OLIVER LLC$114M1
299Rakuten Investment Management, Inc.$114M1
300ASSOCIATED BANC-CORP$113M1
301OPPENHEIMER & CO INC$113M1
302Andra AP-fonden$113M1
303BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$110M1
304Sequoia Financial Advisors, LLC$110M1
305NEW YORK LIFE INVESTMENT MANAGEMENT LLC$110M1
306DAVIS R M INC$110M1
307Vinva Investment Management Ltd$110M1
308UNITED CAPITAL FINANCIAL ADVISORS, LLC$109M1
309Wealthfront Advisers LLC$109M1
310SAPIENT CAPITAL LLC$108M1
311Private Advisor Group, LLC$107M1
312Principle Wealth Partners LLC$105M1
313WESTWOOD HOLDINGS GROUP INC$104M1
314Cresset Asset Management, LLC$103M1
315CITIZENS FINANCIAL GROUP INC/RI$103M1
316BECKER CAPITAL MANAGEMENT INC$103M1
317HANCOCK WHITNEY CORP$103M1
318MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$102M1
319Waverly Advisors, LLC$102M1
320Investment Management Corp of Ontario$102M1
321Marex Group Ltd$102M1
322BERKSHIRE ASSET MANAGEMENT LLC/PA$102M1
323FLPUTNAM INVESTMENT MANAGEMENT CO$102M1
324KESTRA PRIVATE WEALTH SERVICES, LLC$102M1
325Erste Asset Management GmbH$102M1
326DONALDSON CAPITAL MANAGEMENT, LLC$101M1
327BARR E S & CO$100M1
328WATERS PARKERSON & CO., LLC$99.6M1
329LOS ANGELES CAPITAL MANAGEMENT LLC$99.3M1
330PZENA INVESTMENT MANAGEMENT LLC$99.2M1
331Henshaw Capital LLC$99.2M1
332Alyeska Investment Group, L.P.$97.8M1
333Wilkinson Global Asset Management LLC$97.4M1
334Vontobel Holding Ltd.$97.4M1
335EDMOND DE ROTHSCHILD HOLDING S.A.$96.7M1
336MACQUARIE GROUP LTD$96.0M1
337ABN AMRO INVESTMENT SOLUTIONS$95.0M1
338Raiffeisen Bank International AG$93.4M1
339FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$92.8M1
340YOUSIF CAPITAL MANAGEMENT, LLC$92.6M1
341Mediolanum International Funds Ltd$92.6M1
342FIDUCIARY TRUST CO$92.2M1
343MEYER HANDELMAN CO$92.2M1
344Mesirow Financial Investment Management, Inc.$91.8M1
345Equitable Holdings, Inc.$91.4M1
346OREGON PUBLIC EMPLOYEES RETIREMENT FUND$90.8M1
347PARK NATIONAL CORP /OH/$89.3M1
348Aware Super Pty Ltd as trustee of Aware Super$87.8M1
349SMITH CHAS P & ASSOCIATES PA CPAS$87.6M1
350Aptus Capital Advisors, LLC$87.5M1
351FIRST MANHATTAN CO. LLC.$86.3M1
352OFI INVEST ASSET MANAGEMENT$85.6M1
353Clearstead Advisors, LLC$85.3M1
354Evelyn Partners Investment Management LLP$84.3M1
355Argent Trust Co$84.2M1
356M&G Plc$83.8M1
357CHILTON CAPITAL MANAGEMENT LLC$83.3M1
358OP Asset Management Ltd$82.8M1
359Welch Group, LLC$81.5M1
360Badgley Phelps Wealth Managers, LLC$81.1M1
361BOWEN HANES & CO INC$81.0M1
362PRUDENTIAL PLC$80.2M1
363DAYMARK WEALTH PARTNERS, LLC$80.0M1
364Quintet Private Bank (Europe) S.A.$79.6M1
365MCDONALD CAPITAL INVESTORS INC/CA$78.9M1
366DJE Kapital AG$77.8M1
367ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$77.0M1
368BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$76.8M1
369Danica Pension, Livsforsikringsaktieselskab$76.6M1
370HB Wealth Management, LLC$75.8M1
371COUNTRY TRUST BANK$75.4M1
372MARKEL GROUP INC.$74.3M1
373TOCQUEVILLE ASSET MANAGEMENT L.P.$73.9M1
374NICHOLAS COMPANY, INC.$73.1M1
375Venture Visionary Partners LLC$73.0M1
376Wilmington Savings Fund Society, FSB$73.0M1
377PARSONS CAPITAL MANAGEMENT INC/RI$72.8M1
378Concurrent Investment Advisors, LLC$71.4M1
379SALEM INVESTMENT COUNSELORS INC$71.0M1
380World Investment Advisors$70.9M1
381Crossmark Global Holdings, Inc.$70.1M1
382Vest Financial, LLC$70.0M1
383MEITAV INVESTMENT HOUSE LTD$69.8M1
384Illinois Municipal Retirement Fund$69.4M1
385Stratos Wealth Partners, LTD.$69.2M1
386JOHNSON INVESTMENT COUNSEL INC$68.8M1
387Capital Investment Advisors, LLC$68.7M1
388Aviso Financial Inc.$68.5M1
389Prospera Financial Services Inc$68.3M1
390DEPRINCE RACE & ZOLLO INC$67.6M1
391GUGGENHEIM CAPITAL LLC$67.2M1
392United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$67.1M1
393SEIZERT CAPITAL PARTNERS, LLC$66.2M1
394KCM INVESTMENT ADVISORS LLC$66.1M1
395Atlantic Union Bankshares Corp$66.1M1
396TODD ASSET MANAGEMENT LLC$65.9M1
397BOKF, NA$65.9M1
398Main Street Research LLC$65.8M1
399Americana Partners, LLC$65.7M1
400Dakota Wealth Management$65.1M1
401ZWJ INVESTMENT COUNSEL INC$64.8M1
402Livforsakringsbolaget Skandia, Omsesidigt$64.6M1
403Apollon Wealth Management, LLC$64.4M1
404Performance Wealth Partners, LLC$63.6M1
405Destination Wealth Management$63.5M1
406Squarepoint Ops LLC$63.5M1
407Aristotle Atlantic Partners, LLC$63.1M1
408Baker Avenue Asset Management, LP$62.4M1
409Modera Wealth Management, LLC$62.4M1
410FOUNDATIONS INVESTMENT ADVISORS, LLC$62.0M1
411Cannell & Spears LLC$61.5M1
412Atria Investments, Inc$61.4M1
413Kimelman & Baird, LLC$61.2M1
414CRAWFORD INVESTMENT COUNSEL INC$60.5M1
415ARGENT CAPITAL MANAGEMENT LLC$60.3M1
416ADAMS DIVERSIFIED EQUITY FUND, INC.$60.3M1
417Bank Pictet & Cie (Europe) AG$59.5M1
418AIA Group Ltd$59.5M1
419MOODY LYNN LIEBERSON & WALKER, LLC$59.3M1
420Orion Porfolio Solutions, LLC$59.1M1
421LGT Fund Management Co Ltd.$59.0M1
422Mill Capital Management, LLC$58.4M1
423Hudson Bay Capital Management LP$58.2M1
424BEACON INVESTMENT ADVISORY SERVICES, INC.$58.0M1
425Summit Financial, LLC$57.7M1
426NORTHEAST INVESTMENT MANAGEMENT$57.2M1
427NS Partners Ltd$57.1M1
428Gradient Investments LLC$56.9M1
429KLINGENSTEIN FIELDS & CO LP$56.8M1
430RiverFront Investment Group, LLC$56.2M1
431Howard Capital Management Group, LLC$55.9M1
432American Assets Investment Management, LLC$55.8M1
433MILFORD FUNDS LTD$55.5M1
434Elo Mutual Pension Insurance Co$54.9M1
435Nexus Investment Management ULC$54.8M1
436HOWE & RUSLING INC$54.8M1
437ALLIANZ SE$54.1M1
438Envestnet Portfolio Solutions, Inc.$53.7M1
439Snowden Capital Advisors LLC$52.4M1
440BRAUN STACEY ASSOCIATES INC$52.4M1
441Cornerstone Advisors, LLC$52.4M1
442CLIFFORD SWAN INVESTMENT COUNSEL LLC$52.3M1
443Merit Financial Group, LLC$52.3M1
444LEVIN CAPITAL STRATEGIES, L.P.$52.2M1
445FIRST NATIONAL TRUST CO$52.0M1
446Osmosis Investment Management UK Ltd$51.6M1
447Chesley Taft & Associates LLC$51.5M1
448Norinchukin Bank, The$50.6M1
449ELEVATION POINT WEALTH PARTNERS, LLC$50.5M1
450Randolph Co Inc$50.4M1
451EAGLE GLOBAL ADVISORS LLC$50.1M1
452FIRST NATIONAL BANK OF OMAHA$49.8M1
453Laird Norton Wetherby Trust Company, LLC$49.8M1
454Cornerstone Investment Partners, LLC$49.7M1
455Capital International Sarl$49.3M1
456Vestmark Advisory Solutions, Inc.$49.2M1
457CHOREO, LLC$48.8M1
458MGO ONE SEVEN LLC$48.8M1
459MKP Capital Management, L.L.C.$48.5M1
460Modern Wealth Management, LLC$48.4M1
461Nan Shan Life Insurance Co., Ltd.$48.3M1
462CENTRAL TRUST Co$48.2M1
463Vident Advisory, LLC$48.2M1
464Drexel Morgan & Co.$48.1M1
465Voleon Capital Management LP$48.1M1
466MIZUHO SECURITIES USA LLC$47.9M1
467Wharton Business Group, LLC$47.8M1
468Smith Salley Wealth Management$47.4M1
469National Mutual Insurance Federation of Agricultural Cooperatives$47.3M1
470Choate Investment Advisors$47.3M1
471Maple Capital Management, Inc.$47.0M1
472CAMBIAR INVESTORS LLC$46.9M1
473HUB Investment Partners, LLC$46.6M1
474BENJAMIN EDWARDS INC$46.6M1
475MARCO INVESTMENT MANAGEMENT LLC$46.4M1
476MARSICO CAPITAL MANAGEMENT LLC$46.1M1
477DISCOVERY CAPITAL MANAGEMENT, LLC / CT$45.5M1
478FUKOKU MUTUAL LIFE INSURANCE CO$45.5M1
479Savant Capital, LLC$45.3M1
480Kingsview Wealth Management, LLC$45.3M1
481Jain Global LLC$45.2M1
482Generali Asset Management SPA SGR$45.2M1
483HARTFORD INVESTMENT MANAGEMENT CO$45.2M1
484Blue Chip Partners, LLC$45.2M1
485Dai-ichi Life Insurance Company, Ltd$45.1M1
486FARMERS & MERCHANTS INVESTMENTS INC$44.8M1
487FIRST CITIZENS BANK & TRUST CO$44.8M1
488Fisher Funds Management LTD$44.7M1
489ANCHOR CAPITAL ADVISORS LLC$44.4M1
490Private Wealth Partners, LLC$44.4M1
491BAILARD, INC.$44.2M1
492NorthCrest Asset Manangement, LLC$43.8M1
493WILSEY ASSET MANAGEMENT INC$43.7M1
494BRANDES INVESTMENT PARTNERS, LP$42.8M1
495CARRET ASSET MANAGEMENT, LLC$42.5M1
496Vise Technologies, Inc.$42.5M1
497MMBG INVESTMENT ADVISORS CO.$42.4M1
498FRANKLIN STREET ADVISORS INC /NC$42.2M1
499SUMITOMO MITSUI FINANCIAL GROUP, INC.$42.1M1
500Madison Asset Management, LLC$41.8M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)11 buy / 9 sell
Congress net ($ bound)−$145K to $213K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on JPM

RETAINED WINDOW · ACTIVE HITS
Signal hits naming JPM
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits
CO-OCCURRENCE≥4 distinct members disclosed the same ticker, same side, within a 14-day trade-date window1 hit

Every rule, with its definition →

Planned modules for JPM · financials and macro

Financials — as filed PLANNED

JPM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: JPM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing