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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,080 managers (5,157 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,062,074 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers
5,080
13F filers
5,157
New
117
Added
1,970
Reduced
2,154
Sold out
87
Shares held by filers
1,989,062,074

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.20,670$6.66M2.55%-55013F-HRTimeline
Aspen Investment Management Inc20,670$6.66M2.01%+2,35413F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC20,666$6.66M1.99%-75413F-HRTimeline
Waldron Private Wealth LLC20,661$6.66M0.26%-2,46813F-HRTimeline
EPG Wealth Management LLC20,658$6.66M1.79%+56113F-HRTimeline
Acropolis Investment Management, LLC20,571$6.63M0.3%-1,12213F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.20,560$6.62M0.16%+19,41113F-HRTimelineGroup
Zullo Investment Group, Inc.20,536$6.62M2.42%-18813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.20,521$6.61M2.79%-2,32513F-HRTimeline
Cassaday & Co Wealth Management LLC20,500$6.61M0.14%-1,74613F-HRTimeline
DOLIVER ADVISORS, LP20,473$6.6M1.65%+2,03013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…20,439$6.59M1.1%-68413F-HRTimeline
TTP Investments, Inc.20,382$6.57M2.15%+10213F-HRTimeline
Marest Capital, LLC20,372$6.56M3.67%+83813F-HRTimeline
Goldstone Financial Group, LLC20,351$6.56M0.73%+60513F-HRTimeline
Impact Capital Partners LLC20,337$6.55M1.94%+28213F-HRTimeline
True North Advisors, LLC20,318$6.55M0.85%+15913F-HRTimeline
Blume Capital Management, Inc.20,306$6.54M1.2%-89013F-HRTimeline
Trinity Financial Advisors LLC20,289$6.54M1.83%+39713F-HRTimeline
Banco de Sabadell, S.A20,281$6.53M4.26%-34913F-HRTimeline
CAPITAL CITY TRUST CO/FL20,244$6.52M1.45%+65113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC20,221$6.52M0.34%-1,56213F-HRTimeline
Richard Bernstein Advisors LLC20,206$6.51M0.19%-2,22613F-HRTimeline
Pinnacle Bancorp, Inc.20,170$6.5M1.9%-69813F-HRTimeline
TOWNSQUARE CAPITAL LLC20,159$6.5M1.46%-4,42613F-HRTimeline
Bell Bank20,132$6.49M0.28%+5013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP20,091$6.47M1.6%-4,58313F-HRTimelineGroup
Carrera Capital Advisors20,073$6.47M1.09%+14,30413F-HRTimeline
VISTA INVESTMENT MANAGEMENT20,060$6.46M2.13%-56313F-HRTimeline
Bison Wealth, LLC22,554$6.46M0.73%-1,24013F-HRTimeline
INVESTMENT HOUSE LLC20,018$6.45M0.31%+5,03713F-HRTimeline
KTF INVESTMENTS, LLC20,015$6.45M1.06%13F-HRTimeline
Nicholas Investment Partners, LP19,967$6.43M0.47%013F-HRTimeline
Huntleigh Advisors, Inc.19,959$6.43M1.09%+67013F-HRTimeline
Tyche Wealth Partners LLC19,949$6.43M1.02%-5013F-HRTimeline
Massachusetts Wealth Management19,940$6.43M2.99%-43913F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…19,894$6.41M1.74%-30713F-HRTimelineGroup
Keel Point, LLC19,837$6.39M0.39%-1613F-HRTimeline
SOL Capital Management CO19,817$6.38M0.57%-98513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC19,800$6.38M0.66%+16,80113F-HRTimelineGroup
SHAKER INVESTMENTS LLC/OH19,799$6.38M2.65%-12213F-HRTimeline
Continuum Advisory, LLC19,755$6.37M0.64%+1,12013F-HRTimeline
Gold Investment Management Ltd.19,751$6.36M2.03%+17013F-HRTimeline
Segment Wealth Management, LLC19,734$6.36M0.37%+40513F-HRTimeline
St. Louis Trust Co19,717$6.35M0.73%013F-HRTimeline
WASATCH ADVISORS LP19,674$6.34M0.04%-9813F-HRTimeline
Intellectus Partners, LLC19,649$6.33M1.22%+6213F-HRTimeline
BKM Wealth Management, LLC19,630$6.33M2.31%+1,76313F-HRTimeline
Indivisible Partners19,630$6.33M0.69%13F-HRTimeline
MONECO ADVISORS, LLC19,572$6.31M0.5%-43113F-HRTimeline
Peak Planning Group, LLC19,564$6.3M1.77%+8,39613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments19,563$6.3M0.37%+4,79813F-HRTimelineGroup
EDGEWOOD MANAGEMENT LLC19,534$6.29M0.03%013F-HRTimeline
Knott David M Jr19,477$6.28M2.91%-89713F-HRTimeline
Nvest Financial, LLC19,437$6.26M2.6%+4,82313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…19,363$6.24M0.29%+1,65513F-HRTimeline
Huber Capital Management LLC19,333$6.23M0.92%013F-HRTimeline
ALTFEST L J & CO INC19,330$6.23M0.68%+1113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…19,291$6.22M1.18%+3,43913F-HRTimeline
WHITE PINE CAPITAL LLC19,287$6.21M1.71%-4513F-HRTimeline
Hunter Perkins Capital Management, LLC19,285$6.21M1.44%-2,54213F-HRTimeline
Newman Dignan & Sheerar, Inc.19,280$6.21M1.29%-12513F-HRTimeline
CHANNEL WEALTH LLC19,248$6.2M1.57%+7,88413F-HRTimeline
Harold Davidson & Associates Inc.19,244$6.2M2.74%-75013F-HRTimeline
Winthrop Partners - WNY, LLC19,173$6.18M3.33%13F-HRTimeline
Pines Wealth Management, LLC19,165$6.18M2%-47213F-HRTimeline
HEADINVEST, LLC19,159$6.17M1.23%+30813F-HRTimeline
Financiere des Professionnels - Fonds d…19,155$6.17M0.35%-6,18213F-HRTimeline
True Freedom Investing, LLC19,145$6.17M0.42%new13F-HRTimeline
Missouri Trust & Investment Co19,081$6.15M1.8%+68413F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding19,059$6.14M+2,037Timeline
BRADY FAMILY WEALTH, LLC19,055$6.14M1.9%-3413F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC19,033$6.13M5.08%+4713F-HRTimeline
DIVERSIFIED MANAGEMENT INC19,013$6.13M1.43%13F-HRTimeline
SYCOMORE ASSET MANAGEMENT29,164$6.12M1.01%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI18,982$6.12M0.4%+41013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC18,939$6.1M0.89%-36013F-HRTimeline
HARVEY INVESTMENT CO LLC18,906$6.09M0.65%-11013F-HRTimeline
Forty-three Eighteen Advisors, LLC18,884$6.08M4.73%13F-HRTimeline
Processus Wealth & Capital Management, …18,866$6.08M4.01%+7713F-HRTimeline
Krilogy Financial LLC20,173$6.07M0.21%+81613F-HRTimeline
Canton Hathaway, LLC18,839$6.07M1.17%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC18,835$6.07M1.39%-43813F-HRTimeline
DeDora Capital, Inc.18,833$6.07M1.44%-86913F-HRTimeline
ARP Global Capital Ltd18,831$6.07M1.83%13F-HRTimeline
Strategic Investment Advisors / MI18,807$6.06M0.52%-26313F-HRTimeline
Waterloo Capital, L.P.18,801$6.06M0.44%-1,52913F-HRTimeline
Legacy CG, LLC18,744$6.04M1.69%-2,40813F-HRTimeline
FOCUSED ALPHA, LLC18,722$6.03M1.77%13F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC18,697$6.02M3.05%+3613F-HRTimeline
CERTUITY, LLC18,694$6.02M0.38%+66513F-HRTimeline
Cypress Wealth Services, LLC18,684$6.02M0.83%+7,57113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,670$6.02M0.09%+2,50713F-HRTimeline
Fischer Financial Services, Inc.18,637$6M1.59%-37813F-HRTimeline
Piscataqua Savings Bank18,596$5.99M4.21%-11713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…18,593$5.99M1.24%013F-HRTimeline
NWF Advisory Services Inc.18,537$5.97M0.66%+1,20613F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC18,505$5.96M1.68%-55613F-HRTimeline
Morangie Management LLC18,481$5.95M4.75%+89713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC18,478$5.95M1.67%+3,95813F-HRTimeline
ArrowMark Colorado Holdings LLC18,471$5.95M0.13%-2,35013F-HRTimeline
Leisure Capital Management18,463$5.95M1.97%-713F-HRTimeline
Aljian Capital Management, LLC18,429$5.94M1.18%-19513F-HRTimeline
180 WEALTH ADVISORS, LLC18,428$5.94M0.68%+21913F-HRTimeline
Integrated Investment Consultants, LLC18,396$5.93M1.16%-6,84913F-HR/ATimeline
Marks Group Wealth Management, Inc18,360$5.92M0.57%+3,44813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC18,348$5.91M0.66%-41913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC18,345$5.91M1.83%-1,10313F-HRTimeline
James J. Burns & Company, LLC18,322$5.9M0.81%-5313F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP18,310$5.9M2.81%+72013F-HRTimeline
Clarius Group, LLC18,297$5.9M0.34%+38413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…18,285$5.89M1.65%-57013F-HRTimeline
Weaver Capital Management LLC18,257$5.88M1.24%+71513F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC18,234$5.88M1.66%-78813F-HRTimeline
Long Run Wealth Advisors, LLC18,175$5.86M1.1%+56713F-HRTimeline
Forza Wealth Management, LLC18,174$5.86M2.12%+16313F-HRTimeline
Hedeker Wealth, LLC18,173$5.86M1.23%-41013F-HRTimeline
GUERRA PAN ADVISORS, LLC18,165$5.85M3.47%-2113F-HRTimeline
Certified Advisory Corp18,141$5.85M0.53%+62313F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…18,098$5.83M0.52%+13,73313F-HRTimeline
Atlantic Edge Private Wealth Management…18,097$5.83M1.45%+21513F-HRTimeline
Valley Brook Capital Group, Inc.18,056$5.82M3.85%+63313F-HRTimeline
Sculati Wealth Management, LLC18,041$5.81M2.05%-27413F-HRTimeline
S Harris Financial Group, LLC18,004$5.8M5.56%13F-HRTimeline
Altrius Capital Management Inc18,000$5.8M1.23%+99413F-HRTimeline
MONETTA FINANCIAL SERVICES INC18,000$5.8M4.15%-5,50013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV17,973$5.79M1.05%-4,07413F-HRTimeline
Platt Wealth Management LLC17,955$5.79M5.74%13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.17,927$5.78M1.7%+16813F-HRTimeline
Tranquility Partners, LLC17,911$5.77M2.08%-1,57913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.17,881$5.76M1.83%+1,18313F-HRTimeline
Oak Asset Management, LLC17,875$5.76M1.96%-13013F-HRTimeline
KPP Advisory Services LLC17,865$5.76M0.84%+78013F-HRTimeline
3Chopt Investment Partners, LLC17,862$5.76M1.29%-7113F-HRTimeline
Atlas Legacy Advisors, LLC18,029$5.74M1.01%-97513F-HRTimeline
Advisor Resource Council18,593$5.73M2.04%new13F-HRTimeline
Mayflower Financial Advisors, LLC17,746$5.72M0.69%-44813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,737$5.72M0.34%+2,71513F-HRTimeline
Snider Financial Group17,699$5.7M1.52%+38913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …17,697$5.7M0.94%+11513F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC17,696$5.7M1.25%-8613F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…17,687$5.7M0.48%-1,41113F-HRTimeline
San Luis Wealth Advisors LLC17,684$5.7M0.95%+81013F-HRTimeline
Portside Wealth Group, LLC17,658$5.69M0.77%+76013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management17,626$5.68M0.8%-5313F-HRTimelineGroup
SMITH, MOORE & CO.17,623$5.68M0.43%-1,05013F-HRTimeline
Kampmann Melissa S.18,796$5.68M4.2%-60013F-HRTimeline
Aureus Asset Management, LLC17,597$5.67M0.36%+5413F-HRTimeline
44 WEALTH MANAGEMENT LLC17,592$5.67M1.9%-16013F-HRTimeline
BANK OZK17,563$5.66M2%-1,13413F-HRTimeline
CFS Investment Advisory Services, LLC17,529$5.65M0.41%+1,05513F-HRTimeline
Jessup Wealth Management, Inc17,517$5.64M1.87%+1,58613F-HRTimeline
Legacy Advisors, LLC17,506$5.64M0.61%+1,57513F-HRTimeline
Convergence Investment Partners, LLC17,473$5.63M1.12%+1,58313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,453$5.62M0.67%+19613F-HRTimeline
Regal Investment Advisors LLC17,423$5.61M0.34%+2,36713F-HRTimeline
Quadcap Wealth Management, LLC17,415$5.61M0.64%-23313F-HRTimeline
Aries Wealth Management17,397$5.61M1.24%-16413F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD17,396$5.61M0.81%13F-HRTimeline
OKABENA INVESTMENT SERVICES INC17,356$5.59M1.07%-38213F-HRTimeline
Castle Rock Wealth Management, LLC18,013$5.59M1.21%+16813F-HRTimeline
FIRETRAIL INVESTMENTS PTY LTD17,262$5.59M1.83%-6,50613F-HRTimeline
Center for Financial Planning, Inc.17,344$5.59M0.58%+7313F-HRTimeline
FIRST UNITED BANK & TRUST17,334$5.59M1.78%-15713F-HRTimeline
Game Plan Financial Advisors, LLC17,328$5.58M2.25%-11213F-HRTimeline
FAIRFIELD, BUSH & CO.17,312$5.58M2.94%-1,09313F-HRTimeline
INVESTMENT PARTNERS, LTD.17,311$5.58M1.95%-60513F-HRTimeline
Optas, LLC17,290$5.57M0.87%+89413F-HRTimeline
DENALI ADVISORS LLC17,270$5.56M0.62%+10013F-HRTimeline
Winthrop Advisory Group LLC17,250$5.56M0.47%-1,68413F-HR/ATimeline
HOME FEDERAL BANK OF TENNESSEE17,222$5.55M1.44%-32413F-HRTimeline
Biltmore Family Office, LLC17,214$5.55M0.77%+1,73813F-HRTimeline
LRI Investments, LLC40,065$5.53M0.45%+14413F-HRTimeline
Black Swift Group, LLC17,140$5.52M0.92%+12,00013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.17,103$5.51M0.01%new13F-HRTimelineGroup
MeadowBrook Investment Advisors LLC17,096$5.51M4.7%-9913F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC17,095$5.51M0.78%-48513F-HRTimeline
BOK Financial Private Wealth, Inc.17,091$5.51M0.34%-1,09213F-HRTimeline
Worth Financial Advisory Group, LLC17,077$5.5M2.66%-1513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC17,143$5.49M1.72%-32413F-HRTimeline
Cornell Pochily Investment Advisors, In…17,034$5.49M1.59%+32313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC16,969$5.47M2.12%-62913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC16,946$5.46M0.44%+2,54913F-HRTimeline
Stonebrook Private Inc.16,944$5.46M1.14%-16,27213F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…16,922$5.45M1.71%-44413F-HRTimeline
Mattson Financial Services, LLC16,918$5.45M1.27%-42013F-HRTimeline
Ranch Capital Advisors Inc.16,916$5.45M2.01%+64313F-HRTimeline
WEALTH ALLIANCE, LLC16,907$5.45M0.53%-1,01313F-HRTimeline
HF Advisory Group, LLC16,906$5.45M1.9%+1,11813F-HR/ATimeline
Edge Financial Advisors LLC8,452$5.45M2.29%+3113F-HRTimeline
Cetera Trust Company, N.A16,869$5.44M2.91%-10013F-HRTimeline
Glen Eagle Advisors, LLC16,859$5.43M0.74%-2,02113F-HRTimeline
Boltwood Capital Management16,852$5.43M1.41%-9913F-HRTimeline
Interchange Capital Partners, LLC16,845$5.43M1.01%+43113F-HRTimeline
WP Advisors, LLC16,837$5.43M1.35%-78013F-HRTimeline
Tradition Wealth Management, LLC16,831$5.42M0.39%+30113F-HRTimeline
Brookmont Capital Management16,808$5.42M3.13%-13413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC16,798$5.41M1.14%+17313F-HRTimeline
Beaumont Financial Advisors, LLC16,771$5.4M0.36%-3,50513F-HRTimeline
Resurgent Financial Advisors LLC16,769$5.4M2.71%-93513F-HRTimeline