Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Chase & Co Common stock, 520 shares in their Schedule of Assets, totaling $98K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHEASTERN RETINA ASSOCIATES, PC SOUTHEASTERN RETINA ASSOCIATES, PC CASH BALANCE PLAN | KNOXVILLE TN | 240 | $13.2M | $98K |
