Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

COM (common), issuer CIK 19617

5,079 managers (5,157 13F filers) reported a position in JPM shares at 2026-06-30, 1,969,822,715 shares in all. 163 filers opened a position and 116 filers sold out during the quarter.

Managers
5,079
13F filers
5,157
New
163
Added
2,270
Reduced
2,116
Sold out
116
Shares held by filers
1,969,822,715

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WITTENBERG INVESTMENT MANAGEMENT, INC.20,543$6.69M2.29%-2713F-HRTimeline
KPP Advisory Services LLC20,441$6.69M0.85%+1,15613F-HRTimeline
CONNABLE OFFICE INC20,425$6.69M0.59%+21913F-HRTimeline
Massachusetts Wealth Management20,405$6.68M2.54%-4013F-HRTimeline
REGATTA CAPITAL GROUP, LLC20,396$6.68M0.9%-3,82213F-HRTimeline
Xcelsior Advisor Partners LLC20,287$6.64M0.88%+14,80713F-HRTimeline
Acropolis Investment Management, LLC20,265$6.63M0.26%-1113F-HR/ATimeline
Owen LaRue, LLC20,259$6.63M2.31%-8,05413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…20,232$6.62M1.01%-17313F-HRTimeline
VESTOR CAPITAL, LLC85,741$6.61M0.42%-94,38613F-HRTimeline
Pinnacle Bancorp, Inc.20,184$6.61M1.72%-2713F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC20,150$6.6M1.41%-9,24113F-HRTimeline
Impact Capital Partners LLC20,144$6.59M1.8%+23613F-HRTimeline
Intellectus Partners, LLC20,134$6.59M1.14%+31713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…20,132$6.59M1.48%+15613F-HRTimelineGroup
Tyche Wealth Partners LLC20,119$6.59M0.92%-1513F-HRTimeline
Aljian Capital Management, LLC20,101$6.58M1.22%+3113F-HRTimeline
WD RUTHERFORD LLC20,056$6.56M2.38%-34213F-HRTimeline
Trinity Financial Advisors LLC20,050$6.56M1.69%-14513F-HRTimeline
PW Nova Financial Services LLC20,024$6.55M1.41%+1,21413F-HRTimeline
BAYPOINTE PARTNERS LLC20,000$6.55M15.69%-5,00013F-HRTimeline
Goldstone Financial Group, LLC19,997$6.55M0.6%+33113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…19,980$6.54M0.98%-27213F-HRTimeline
Zullo Investment Group, Inc.19,973$6.54M2.23%-76113F-HRTimeline
Nicholas Investment Partners, LP19,967$6.54M0.37%013F-HRTimeline
Gold Investment Management Ltd.19,913$6.52M1.77%-8613F-HRTimeline
Waterloo Capital, L.P.19,900$6.51M0.37%+1,05013F-HRTimeline
Triad Wealth Partners, LLC18,467$6.51M0.39%+1,46913F-HRTimeline
ADIRONDACK TRUST CO19,892$6.51M1.94%-24913F-HRTimeline
Slagle Financial, LLC19,833$6.49M1.94%-4,14913F-HRTimeline
Cassaday & Co Wealth Management LLC19,805$6.48M0.12%+23513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP19,766$6.47M<0.01%-2,25313F-HRTimelineGroup
Altrius Capital Management Inc19,748$6.46M1.23%+74413F-HRTimeline
San Luis Wealth Advisors LLC19,696$6.45M0.97%+1,52813F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP19,690$6.45M1.55%-3,58513F-HRTimeline
Ayrshire Capital Management LLC19,689$6.44M3.02%+14413F-HRTimeline
Family Manage LLC19,674$6.44M0.68%-18513F-HRTimeline
Nvest Financial, LLC19,583$6.41M2.03%-14213F-HRTimeline
InvesTrust19,579$6.41M2.47%-60713F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC19,568$6.41M3.68%-4,05713F-HRTimeline
HEADINVEST, LLC19,554$6.4M1.19%+58213F-HRTimeline
Fischer Financial Services, Inc.19,534$6.39M1.61%+68313F-HRTimeline
Gateway Wealth Partners, LLC19,528$6.39M0.38%-6,21513F-HRTimeline
Glen Eagle Advisors, LLC19,485$6.38M0.8%+2,20713F-HRTimeline
TRUST POINT INC.19,482$6.38M0.54%-2,74013F-HRTimeline
Winthrop Advisory Group LLC19,412$6.35M0.43%+92313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC19,399$6.35M0.3%-3513F-HRTimeline
PINKERTON WEALTH, LLC21,524$6.33M0.54%+13813F-HRTimeline
Huber Capital Management LLC19,333$6.33M0.93%013F-HRTimeline
Morangie Management LLC19,332$6.33M5.26%-10313F-HRTimeline
Winthrop Partners - WNY, LLC19,285$6.31M3.12%+9113F-HRTimeline
Mayflower Financial Advisors, LLC19,246$6.3M0.54%+91513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC19,206$6.29M1.28%+6113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC19,178$6.28M1.19%+33413F-HR/ATimeline
WHITE PINE CAPITAL LLC19,172$6.28M1.48%-10313F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC19,168$6.27M4.81%+8813F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC19,167$6.27M0.73%-7,42013F-HRTimeline
Keel Point, LLC19,143$6.27M0.37%+1,73113F-HRTimeline
Banco de Sabadell, S.A19,100$6.25M3.67%+17313F-HRTimeline
Castle Rock Wealth Management, LLC18,714$6.25M1.23%+18513F-HRTimeline
Peak Planning Group, LLC19,098$6.25M1.41%-23113F-HRTimeline
Certified Advisory Corp19,050$6.24M0.5%+713F-HRTimeline
Wills Financial Group LLC19,047$6.23M2.27%+80213F-HRTimeline
Processus Wealth & Capital Management, …19,030$6.23M3.69%+213F-HR/ATimeline
DeDora Capital, Inc.19,014$6.22M1.35%+40613F-HRTimeline
Sovran Advisors, LLC17,417$6.22M0.46%-1,42213F-HRTimeline
Athena Investment Management18,980$6.21M3.68%-5,29413F-HRTimeline
VISTA INVESTMENT MANAGEMENT18,884$6.18M1.87%-22613F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP18,250$6.18M2.13%+1513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC18,862$6.17M0.62%+95813F-HRTimeline
Ranch Capital Advisors Inc.18,859$6.17M1.96%+1,44713F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP18,834$6.16M0.4%+4,39113F-HRTimeline
Fire Capital Management LLC18,832$6.16M2.51%-1,05013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC18,828$6.16M0.83%-22613F-HRTimeline
Elyxium Wealth, LLC18,810$6.16M0.65%+3,59113F-HRTimeline
Legacy Advisors, LLC18,800$6.15M0.57%+2,02313F-HRTimeline
CFS Investment Advisory Services, LLC18,389$6.15M0.41%-1013F-HRTimeline
CHANNEL WEALTH LLC18,779$6.15M1.38%-2,02513F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC18,778$6.15M2.07%+11113F-HRTimeline
Valley Brook Capital Group, Inc.18,772$6.14M3.48%+25813F-HRTimeline
Clear Creek Financial Management, LLC18,760$6.14M0.39%+28213F-HRTimeline
KELLEHER FINANCIAL ADVISORS18,751$6.14M0.87%+9,60113F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…18,711$6.12M0.6%+26013F-HRTimeline
ALTFEST L J & CO INC18,682$6.12M0.59%-15213F-HRTimeline
Kampmann Melissa S.18,640$6.1M4.61%-5613F-HRTimeline
Kathmere Capital Management, LLC18,627$6.1M0.32%+63313F-HRTimeline
L2 Asset Management, LLC18,626$6.1M0.63%+54113F-HRTimeline
Portfolio Design Labs, LLC18,613$6.09M1%-2,82713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…18,608$6.09M1.16%-813F-HRTimeline
Engineers Gate Manager LP18,583$6.08M0.08%-14,30613F-HRTimeline
Platt Wealth Management LLC18,567$6.08M4.89%+13213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd18,561$6.07M0.19%+88213F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP18,511$6.06M0.04%new13F-HRTimelineGroup
Mattson Financial Services, LLC17,658$6.06M1.27%+74313F-HRTimeline
Raab & Moskowitz Asset Management LLC18,491$6.05M1.22%-11513F-HRTimeline
Legacy CG, LLC18,490$6.05M1.55%-20013F-HRTimeline
MOKAN Wealth Management Inc.18,467$6.04M2.31%+3,03813F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC18,448$6.04M2.87%+18313F-HRTimeline
Continuum Advisory, LLC18,447$6.04M0.49%-1,13813F-HRTimeline
Portside Wealth Group, LLC18,442$6.04M0.7%+55713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC18,432$6.03M0.62%+41113F-HRTimeline
Advisor Resource Council17,862$6.03M2.01%+14813F-HRTimeline
180 WEALTH ADVISORS, LLC18,391$6.02M0.6%-21213F-HRTimeline
Atlantic Edge Private Wealth Management…18,378$6.02M1.23%+15513F-HRTimeline
Integrated Investment Consultants, LLC18,360$6.01M1.18%+513F-HRTimeline
True Freedom Investing, LLC20,417$6.01M0.47%-10113F-HRTimeline
Forza Wealth Management, LLC18,235$5.97M1.83%013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC18,233$5.97M1.56%-21013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC18,206$5.96M0.4%+1,06013F-HRTimeline
Atlas Legacy Advisors, LLC18,422$5.94M0.88%+3,67013F-HRTimeline
Wealth Alliance Advisory Group, LLC18,144$5.94M0.86%+3,57313F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.18,115$5.93M1.6%013F-HRTimeline
Cypress Wealth Services, LLC18,115$5.93M0.73%-25913F-HRTimeline
Knott David M Jr18,098$5.92M3.13%-1,37913F-HRTimeline
Canton Hathaway, LLC18,089$5.92M1.13%-60013F-HRTimeline
Harold Davidson & Associates Inc.18,072$5.92M2.57%-38513F-HRTimeline
Tranquility Partners, LLC18,053$5.91M2.03%+15813F-HRTimeline
Snider Financial Group18,029$5.9M1.5%+35213F-HRTimeline
Newman Dignan & Sheerar, Inc.18,024$5.9M1.13%-24513F-HRTimeline
Heartland Bank & Trust Co18,020$5.9M1.22%+23213F-HRTimeline
Optas, LLC18,011$5.9M0.83%+26013F-HRTimeline
Rydar Equities, Inc.17,188$5.89M3.32%+74513F-HRTimeline
Quadcap Wealth Management, LLC17,993$5.89M0.57%+82313F-HRTimeline
S Harris Financial Group, LLC17,984$5.89M4.56%+2613F-HRTimeline
DENALI ADVISORS LLC17,970$5.88M0.59%+20013F-HRTimeline
Leisure Capital Management17,939$5.87M1.83%+2513F-HRTimeline
Oak Asset Management, LLC17,921$5.87M1.89%-6513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC17,886$5.85M1%+3813F-HRTimeline
Hanson & Doremus Investment Management17,847$5.84M0.59%-13113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP17,802$5.83M1.33%-2,39513F-HRTimelineGroup
Hedeker Wealth, LLC17,788$5.82M1.11%-51413F-HRTimeline
Westerkirk Capital Inc.17,758$5.81M0.56%013F-HRTimeline
True North Advisors, LLC17,701$5.79M0.55%-1,65513F-HRTimeline
SFMG, LLC17,677$5.79M0.35%-78113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC17,670$5.78M2.4%+1,27713F-HRTimeline
Key Financial Inc17,667$5.78M0.95%-4,39113F-HRTimeline
Flavin Financial Services, Inc.17,657$5.78M3.29%+2,07713F-HRTimeline
Intrepid Financial Planning Group LLC17,651$5.78M1.96%-5413F-HRTimeline
Overbrook Management Corp17,629$5.77M0.87%+1,78413F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC17,616$5.77M1.51%-39313F-HRTimeline
Register Financial Advisors LLC17,594$5.76M1.77%+39313F-HRTimeline
Game Plan Financial Advisors, LLC17,575$5.75M2.14%+35213F-HRTimeline
FIRETRAIL INVESTMENTS PTY LTD17,672$5.75M1.62%-50013F-HRTimeline
Biltmore Family Office, LLC17,558$5.75M0.76%-78313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …17,552$5.75M0.8%+22513F-HRTimelineGroup
Grandview Asset Management LLC17,540$5.74M1.43%+24213F-HRTimeline
Brookmont Capital Management17,517$5.73M3.08%+3813F-HRTimeline
Accredited Investors Inc.17,511$5.73M0.25%-3,03913F-HRTimeline
Hudson Value Partners, LLC17,496$5.73M1.44%+1,41313F-HRTimeline
INVESTMENT PARTNERS, LTD.17,484$5.72M1.79%+19813F-HRTimeline
Interchange Capital Partners, LLC17,438$5.71M1.07%+2,71613F-HRTimeline
Storgate, LLC17,433$5.71M1.18%+15,69613F-HRTimeline
Triasima Portfolio Management inc.17,419$5.7M0.77%-3,34213F-HRTimeline
HF Advisory Group, LLC17,377$5.69M1.76%-74613F-HRTimeline
Aries Wealth Management17,372$5.69M1.12%-2513F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP17,343$5.68M1.02%+87513F-HR/ATimeline
WEALTH ALLIANCE, LLC17,342$5.68M0.47%+1,31513F-HRTimeline
Cornell Pochily Investment Advisors, In…17,294$5.66M1.52%+6913F-HRTimeline
SMITH, MOORE & CO.17,284$5.66M0.37%+10613F-HRTimeline
WealthPLAN Partners, LLC17,279$5.66M1.08%-1,68313F-HRTimeline
Center for Financial Planning, Inc.17,273$5.65M0.53%-8213F-HRTimeline
Sculati Wealth Management, LLC16,559$5.65M1.88%-74913F-HRTimeline
Quadrant Private Wealth Management, LLC17,213$5.63M1.26%-2913F-HRTimeline
Supplemental Annuity Collective Trust o…17,186$5.63M1.44%-1,24613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management17,173$5.62M0.72%-24413F-HRTimelineGroup
Pines Wealth Management, LLC17,161$5.62M1.62%-14813F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC17,138$5.61M0.72%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC17,110$5.6M2.03%-28013F-HRTimeline
ArrowMark Colorado Holdings LLC17,106$5.6M0.23%-1,36513F-HRTimeline
Wellspring Financial Advisors, LLC17,097$5.6M0.37%-63213F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC17,088$5.59M0.02%-3,47413F-HRTimeline
Jessup Wealth Management, Inc17,060$5.58M1.67%-41013F-HRTimeline
NATURAL INVESTMENTS, LLC17,036$5.58M1.22%+49013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…17,021$5.57M1.41%-54313F-HRTimeline
Prestige Wealth Management Group LLC17,005$5.57M1.01%+2,18413F-HRTimeline
Leeward Financial Partners, LLC16,987$5.56M1.46%+86813F-HRTimeline
Triveni Capital Investments LP16,981$5.56M6.63%-7,38413F-HRTimeline
Piscataqua Savings Bank16,980$5.56M3.75%-1,52613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.16,968$5.55M1.56%-2,23013F-HRTimeline
BANK OZK16,950$5.55M1.65%-44513F-HRTimeline
Boltwood Capital Management16,944$5.55M1.27%-3813F-HRTimeline
MeadowBrook Investment Advisors LLC16,938$5.54M4.39%-20013F-HRTimeline
FAIRFIELD, BUSH & CO.16,930$5.54M2.72%-7813F-HRTimeline
NWF Advisory Services Inc.16,880$5.53M0.52%+15913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,860$5.52M0.61%-1813F-HRTimeline
Prosperitas Financial LLC16,838$5.51M1.76%+1,44213F-HRTimeline
HARVEY INVESTMENT CO LLC16,836$5.51M0.6%-2,07013F-HRTimeline
PCM Encore, LLC16,805$5.5M0.97%+3013F-HRTimeline
3Chopt Investment Partners, LLC16,776$5.49M1.03%-84213F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…16,720$5.47M1.58%+1213F-HRTimeline
Tannin Capital LLC16,711$5.47M3.6%-17713F-HRTimeline
SWEENEY & MICHEL, LLC15,286$5.46M1.44%-1,85013F-HRTimeline
SEARLE & CO.16,692$5.46M1.23%013F-HRTimeline
Resurgent Financial Advisors LLC16,655$5.45M1.52%+49913F-HRTimeline
FCG Investment Co16,630$5.44M1.88%+1,59613F-HRTimeline
Cinctive Capital Management LP16,594$5.43M0.22%-20,21613F-HRTimeline
Bull Street Advisors, LLC16,568$5.42M2.48%+7713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,542$5.42M0.3%-3,66413F-HRTimelineGroup
KP Management LLC16,527$5.41M1.13%013F-HRTimeline
Weaver Capital Management LLC18,389$5.41M1.19%013F-HRTimeline