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JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,686 managers (4,752 13F filers) reported a position in JPM shares at 2025-06-30, 2,011,737,941 shares in all. 178 filers opened a position and 105 filers sold out during the quarter.

Managers
4,686
13F filers
4,752
New
178
Added
2,027
Reduced
2,016
Sold out
105
Shares held by filers
2,011,737,941

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Massachusetts Wealth Management20,379$5.91M3.33%-44513F-HRTimeline
Strategic Investment Advisors / MI20,354$5.88M0.57%-1,12413F-HRTimeline
Trinity Financial Advisors LLC20,270$5.88M1.8%-2213F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.20,255$5.87M0.22%-13913F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC20,252$5.87M0.58%+4713F-HRTimelineGroup
Waterloo Capital, L.P.20,220$5.86M0.47%+2,28413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC23,844$5.85M1.13%-44013F-HRTimeline
Acropolis Investment Management, LLC20,153$5.84M0.32%+4813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC20,132$5.84M1.99%-34013F-HRTimeline
StrongBox Wealth, LLC20,107$5.83M2.21%+84013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC20,067$5.82M0.03%-61213F-HRTimelineGroup
St. Louis Trust Co20,051$5.81M0.77%013F-HRTimeline
Goldstone Financial Group, LLC19,622$5.81M0.77%+73513F-HRTimeline
Resurgent Financial Advisors LLC20,015$5.8M3.19%+49313F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC20,013$5.8M0.59%-2,49613F-HRTimeline
Pinnacle Bancorp, Inc.20,011$5.8M1.79%-28213F-HRTimeline
Nicholas Investment Partners, LP19,967$5.79M0.52%013F-HRTimeline
SHAKER INVESTMENTS LLC/OH19,925$5.78M2.36%+6,23613F-HRTimeline
DeDora Capital, Inc.19,845$5.75M1.5%-48113F-HRTimeline
HEADINVEST, LLC19,829$5.75M1.22%-5,89313F-HRTimeline
Avidian Wealth Enterprises, LLC19,826$5.75M0.23%-14713F-HRTimeline
EDGEWOOD MANAGEMENT LLC19,776$5.73M0.02%-14013F-HRTimeline
Joseph Group Capital Management19,718$5.72M1.92%-1,64213F-HR/ATimeline
WASATCH ADVISORS LP19,684$5.71M0.03%013F-HRTimeline
Philadelphia Financial Management of Sa…19,672$5.7M1.26%new13F-HRTimeline
ALTFEST L J & CO INC19,668$5.7M0.67%-13613F-HRTimeline
Financial Engines Advisors L.L.C.19,633$5.69M0.01%+3,13313F-HRTimeline
MONECO ADVISORS, LLC19,594$5.68M0.53%+1,70113F-HRTimeline
Intellectus Partners, LLC19,563$5.67M1.22%+2913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…19,506$5.66M1.77%+2713F-HRTimeline
Kampmann Melissa S.19,501$5.65M4.25%-43013F-HRTimeline
Keel Point, LLC19,478$5.65M0.37%+1,63713F-HRTimeline
Tyche Wealth Partners LLC19,475$5.65M1.13%+22513F-HRTimeline
Impact Capital Partners LLC19,460$5.64M1.85%+2,20213F-HRTimeline
Zhang Financial LLC19,442$5.64M0.26%+613F-HRTimeline
Gold Investment Management Ltd.19,382$5.63M2.12%+25913F-HRTimeline
FCG Investment Co19,398$5.62M2.93%+25313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/19,360$5.61M0.29%+1,44813F-HRTimeline
WHITE PINE CAPITAL LLC19,360$5.61M1.78%+17513F-HRTimeline
Nvest Financial, LLC19,347$5.61M2.92%+28213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC19,340$5.61M0.09%+4,94113F-HRTimeline
Huber Capital Management LLC19,333$5.6M0.95%013F-HRTimeline
Segment Wealth Management, LLC19,323$5.6M0.36%+21313F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC19,322$5.6M1.71%-46013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…19,309$5.6M1.37%+10413F-HRTimeline
FAIRFIELD, BUSH & CO.19,296$5.59M3.16%-34913F-HRTimeline
HARVEY INVESTMENT CO LLC19,266$5.58M0.61%013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC19,263$5.58M1.76%-1,10013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC19,225$5.57M0.69%-21513F-HRTimeline
DOLIVER ADVISORS, LP19,200$5.57M1.52%-1,44613F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…19,190$5.56M0.61%-5,23013F-HRTimeline
Violich Capital Management, Inc.19,175$5.56M0.78%-1,08513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC19,113$5.54M1.65%+11613F-HRTimeline
Long Run Wealth Advisors, LLC19,110$5.54M1.16%-2,67513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC19,107$5.54M1.91%+39513F-HRTimeline
Piscataqua Savings Bank19,072$5.53M4.62%-17513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC19,053$5.52M5.02%-14113F-HRTimeline
RPg Family Wealth Advisory, LLC19,050$5.52M1.47%new13F-HRTimeline
GROUP ONE TRADING LLC19,035$5.52M0.18%new13F-HRTimeline
Tranquility Partners, LLC19,034$5.52M1.97%-4913F-HRTimeline
Prudent Man Advisors, LLC19,019$5.51M1.75%+1,88713F-HRTimeline
Huntleigh Advisors, Inc.19,015$5.51M1.06%+13913F-HRTimeline
Marest Capital, LLC18,989$5.51M4.28%+1,94113F-HRTimeline
Generali Investments, Management Co LLC18,991$5.5M1.24%+16913F-HRTimeline
Fischer Financial Services, Inc.18,989$5.5M1.62%-36113F-HRTimeline
Miller Investment Management, LP18,935$5.49M0.58%013F-HRTimeline
Permanens Capital L.P.18,876$5.47M0.75%+2,09213F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC18,861$5.47M3.02%new13F-HRTimeline
BANK OZK18,849$5.46M2.09%-53713F-HRTimeline
Canton Hathaway, LLC18,839$5.46M1.11%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC18,824$5.46M0.62%-43913F-HRTimeline
Benin Management CORP18,803$5.45M1.42%+1,24013F-HRTimeline
BOK Financial Private Wealth, Inc.18,788$5.45M0.36%-2,31213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…18,784$5.45M1.24%013F-HRTimeline
180 WEALTH ADVISORS, LLC18,734$5.43M0.76%-28513F-HRTimeline
Aljian Capital Management, LLC18,686$5.42M1.19%-35713F-HRTimeline
TTP Investments, Inc.18,685$5.42M1.78%+1813F-HRTimeline
Processus Wealth & Capital Management, …18,668$5.41M4.28%+27413F-HRTimeline
Sculati Wealth Management, LLC18,651$5.41M2.03%-43313F-HRTimeline
KKM Financial LLC18,645$5.41M1.88%+3,92513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC18,567$5.38M0.27%new13F-HRTimelineGroup
Leisure Capital Management18,547$5.38M2.03%-32013F-HRTimeline
Winthrop Advisory Group LLC18,507$5.37M0.52%+90913F-HRTimeline
Schonfeld Strategic Advisors LLC18,474$5.36M0.04%+7,12013F-HRTimeline
Aureus Asset Management, LLC18,440$5.35M0.34%-7213F-HRTimeline
Hedeker Wealth, LLC18,359$5.32M1.24%-10613F-HRTimeline
CAPITAL CITY TRUST CO/FL18,336$5.32M1.38%+1,21313F-HRTimeline
Missouri Trust & Investment Co18,332$5.31M1.74%-8913F-HRTimeline
BCGM Wealth Management, LLC18,250$5.29M1.49%-7513F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.18,200$5.28M1.72%+15013F-HRTimeline
GUERRA PAN ADVISORS, LLC18,186$5.27M3.48%+31513F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…18,181$5.27M0.93%-5,60313F-HRTimelineGroup
SMITH, MOORE & CO.18,172$5.27M0.44%+89113F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding18,163$5.27M+1,530Timeline
OPINICUS CAPITAL, INC.18,157$5.26M4%-1613F-HRTimeline
KPP Advisory Services LLC18,131$5.26M0.87%+1,11413F-HR/ATimeline
Archer Investment Corp18,118$5.25M1.25%+4513F-HRTimeline
Continuum Advisory, LLC18,101$5.25M0.63%+87613F-HRTimeline
INVESTMENT PARTNERS, LTD.18,093$5.25M1.99%-1,89513F-HRTimeline
Oak Asset Management, LLC18,088$5.24M1.88%-8013F-HRTimeline
Good Life Advisors, LLC18,075$5.24M0.33%+713F-HRTimeline
Watts Gwilliam & Co., LLC16,711$5.23M0.86%-21413F-HRTimeline
Quadcap Wealth Management, LLC18,026$5.23M0.66%-1413F-HRTimeline
3Chopt Investment Partners, LLC17,993$5.22M1.25%-7513F-HRTimeline
United Advisor Group, LLC17,939$5.2M0.9%+1,16813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,934$5.2M1.13%+1,51213F-HRTimeline
Mayflower Financial Advisors, LLC17,916$5.19M0.72%-71113F-HRTimeline
Forza Wealth Management, LLC17,907$5.19M2.13%-3613F-HRTimeline
True North Advisors, LLC17,904$5.19M0.99%-2,75513F-HRTimeline
Aspen Investment Management Inc17,898$5.19M2.18%-2913F-HRTimeline
L.M. KOHN & COMPANY17,895$5.19M1.4%-47513F-HRTimeline
Certified Advisory Corp17,889$5.19M0.54%-3,74013F-HRTimeline
Atlantic Edge Private Wealth Management…17,867$5.18M1.42%-7013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…17,862$5.18M1.73%+27913F-HRTimeline
SWEENEY & MICHEL, LLC18,050$5.18M1.84%-18613F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC17,856$5.18M0.83%-1113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC17,854$5.18M0.36%-13313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd17,842$5.17M0.21%new13F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC17,837$5.17M1.23%-1,33413F-HRTimeline
NWF Advisory Services Inc.17,826$5.17M0.62%+2,13213F-HRTimeline
IPG Investment Advisors LLC17,812$5.16M1.01%-91713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…17,801$5.16M0.2%+1,48213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC17,768$5.15M2.11%013F-HRTimeline
GILDER GAGNON HOWE & CO LLC17,745$5.14M0.05%-3,06213F-HRTimeline
Castle Rock Wealth Management, LLC17,607$5.14M1.2%+6,08713F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE17,708$5.13M1.46%013F-HRTimeline
LRI Investments, LLC40,608$5.13M0.44%+10513F-HRTimeline
Northstar Advisory Group, LLC17,702$5.13M2.5%+10,77813F-HRTimeline
FIRST UNITED BANK & TRUST17,684$5.13M1.79%-21813F-HRTimeline
MARVIN & PALMER ASSOCIATES INC17,672$5.12M4.39%+4,87313F-HRTimeline
Brookmont Capital Management17,665$5.12M2.94%-3,23213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management17,649$5.12M0.77%-12713F-HRTimelineGroup
WP Advisors, LLC17,596$5.1M1.4%+39513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC17,591$5.1M1.88%-1,22913F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP17,590$5.1M2.79%+10,09513F-HRTimeline
WEALTH ALLIANCE, LLC17,560$5.09M0.57%+71913F-HRTimeline
Hudson Value Partners, LLC17,557$5.09M1.76%+2,21013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM17,527$5.08M0.69%-1,58113F-HRTimelineGroup
Worth Financial Advisory Group, LLC17,488$5.07M3.11%+7213F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP17,402$5.07M0.53%-43,39713F-HRTimeline
Mattson Financial Services, LLC17,442$5.06M1.36%+25213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC17,417$5.05M1.95%-12,03713F-HRTimeline
Calydon Capital17,399$5.04M0.49%+10,27213F-HRTimeline
Valley Brook Capital Group, Inc.17,395$5.04M3.77%+15213F-HRTimeline
DENALI ADVISORS LLC17,370$5.04M0.52%-80013F-HRTimeline
Snider Financial Group17,364$5.03M1.45%-9513F-HRTimeline
Convergence Investment Partners, LLC17,345$5.03M1.27%+1,26113F-HRTimeline
BKM Wealth Management, LLC17,331$5.02M1.96%+3513F-HRTimeline
O'Dell Group, LLC17,306$5.02M1.25%-4113F-HRTimeline
Game Plan Financial Advisors, LLC17,305$5.02M2.19%+52413F-HRTimeline
MeadowBrook Investment Advisors LLC17,265$5.01M4.47%-24713F-HRTimeline
Aries Wealth Management17,239$5M1.31%-1,20613F-HRTimeline
ALGERT GLOBAL LLC17,235$5M0.1%-65013F-HR/ATimeline
MAGNOLIA CAPITAL ADVISORS LLC17,221$4.99M1.26%-58413F-HRTimeline
Hanson & Doremus Investment Management17,174$4.98M0.67%-4,29213F-HRTimeline
Aprio Wealth Management, LLC17,143$4.97M0.56%+61613F-HRTimeline
Portside Wealth Group, LLC17,141$4.97M0.74%+47413F-HRTimeline
Kesler, Norman & Wride, LLC17,139$4.97M0.88%+35713F-HRTimeline
Invera Wealth Advisors, LLC17,060$4.95M3.23%-20313F-HRTimeline
Center for Financial Planning, Inc.17,011$4.93M0.57%-24313F-HRTimeline
Park Place Capital Corp16,981$4.93M1.12%+2,05313F-HRTimeline
Tairen Capital Ltd17,000$4.93M0.5%-41,99513F-HRTimeline
Cetera Trust Company, N.A16,994$4.93M2.94%-12213F-HRTimeline
Commonwealth Financial Services, LLC16,962$4.92M0.95%+8313F-HRTimeline
Hartford Funds Management Co LLC16,921$4.91M0.42%-35013F-HR/ATimeline
CROWLEY WEALTH MANAGEMENT, INC.16,922$4.91M4.47%-62513F-HRTimeline
Glen Eagle Advisors, LLC16,915$4.9M0.75%-69913F-HRTimeline
Boltwood Capital Management16,913$4.9M1.39%+47813F-HRTimeline
Manchester Capital Management LLC16,907$4.9M0.64%-55913F-HRTimeline
Wills Financial Group LLC16,901$4.9M2.13%+6013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…16,885$4.89M0.17%+44713F-HRTimelineGroup
Morangie Management LLC16,876$4.89M4.24%+3,76413F-HRTimeline
Bull Street Advisors, LLC16,826$4.88M2.35%-12013F-HRTimeline
Sawyer & Company, Inc14,882$4.87M1.64%-71313F-HR/ATimeline
Antonelli Financial Advisors, LLC16,794$4.87M3.51%-2213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC16,762$4.86M2.38%-1,57513F-HRTimeline
CENTRAL BANK & TRUST CO16,759$4.86M0.79%-49413F-HRTimeline
Delta Accumulation, LLC23,004$4.85M10.3%+23,00013F-HRTimeline
OUTFITTERS FINANCIAL LLC16,712$4.84M4.13%-42513F-HRTimeline
VISION FINANCIAL MARKETS LLC16,699$4.84M4.56%+213F-HRTimeline
SEARLE & CO.16,671$4.83M1.37%-1713F-HRTimeline
Counterweight Ventures, LLC16,669$4.83M3.16%+57013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,638$4.82M0.67%+2713F-HRTimeline
Central Pacific Bank - Trust Division16,638$4.82M0.61%-11613F-HRTimeline
Cornell Pochily Investment Advisors, In…16,631$4.82M1.58%+50213F-HRTimeline
Van Cleef Asset Management,Inc16,620$4.82M0.52%-22013F-HRTimeline
Moser Wealth Advisors, LLC16,582$4.81M2.31%+19813F-HRTimeline
Krilogy Financial LLC16,567$4.8M0.28%+59113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO16,531$4.79M1.07%+28613F-HRTimeline
KP Management LLC16,527$4.79M1.94%013F-HR/ATimeline
BlackDiamond Wealth Management, LLC16,440$4.77M2.76%+7,38413F-HRTimeline
Register Financial Advisors LLC16,468$4.77M2.08%-95013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV16,440$4.77M2.41%-15513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC16,433$4.76M0.54%-78313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.16,380$4.75M0.62%+5213F-HRTimeline
Optas, LLC16,313$4.73M0.9%-12413F-HRTimeline
CONDOR CAPITAL MANAGEMENT16,298$4.73M0.41%-19613F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…16,258$4.71M2.52%+27813F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT16,245$4.71M2.79%new13F-HRTimeline
Crews Bank & Trust16,231$4.71M0.74%+3713F-HRTimeline