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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,079 managers (5,156 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,050,104 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers
5,079
13F filers
5,156
New
117
Added
1,970
Reduced
2,154
Sold out
87
Shares held by filers
1,989,050,104

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
Wills Financial Group LLC16,740$5.39M2.06%-7613F-HRTimeline
OPINICUS CAPITAL, INC.16,737$5.39M3.76%-93313F-HRTimeline
SEARLE & CO.16,692$5.38M1.39%013F-HRTimeline
Aster Capital Management (DIFC) Ltd16,675$5.37M2.35%new13F-HRTimeline
Bull Street Advisors, LLC16,671$5.37M2.5%-15513F-HRTimeline
Generali Investments, Management Co LLC16,641$5.36M1.07%-2,37713F-HRTimeline
VISION FINANCIAL MARKETS LLC16,593$5.35M5.46%-10813F-HRTimeline
KP Management LLC16,527$5.33M1.66%013F-HRTimeline
SWEENEY & MICHEL, LLC17,127$5.32M1.57%-75213F-HRTimeline
NATURAL INVESTMENTS, LLC16,508$5.32M1.32%+1,18213F-HRTimeline
PCM Encore, LLC16,499$5.32M1.13%13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC16,499$5.32M0.66%013F-HRTimeline
Grandview Asset Management LLC16,491$5.31M1.46%+1,16413F-HRTimeline
Antonelli Financial Advisors, LLC16,483$5.31M3.49%-15613F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV16,412$5.29M2.41%-5013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC16,437$5.29M1.44%+2,75513F-HRTimeline
Catherine Avery Investment Management L…16,399$5.28M3.16%-20913F-HRTimeline
Central Pacific Bank - Trust Division16,353$5.27M0.65%-5513F-HRTimeline
Legato Capital Management LLC16,344$5.27M0.45%+7,00013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC16,337$5.26M0.52%+313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM16,334$5.26M0.46%-97113F-HRTimelineGroup
Wellspring Financial Advisors, LLC16,313$5.26M0.42%+12,80313F-HRTimeline
Chung Wu Investment Group, LLC16,317$5.26M4.3%+1,00013F-HRTimeline
Integrity Financial Corp /WA16,310$5.26M2.66%+87113F-HRTimeline
ZEGA Investments, LLC16,305$5.25M1.02%+1,27013F-HRTimeline
Platform Wealth Management, LLC16,165$5.21M1.39%13F-HRTimeline
CONDOR CAPITAL MANAGEMENT16,164$5.21M0.42%-13013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP15,988$5.2M0.9%+83513F-HRTimeline
CENTRAL BANK & TRUST CO16,134$5.2M0.8%-36913F-HRTimeline
Kesler, Norman & Wride, LLC16,129$5.2M0.89%+1,94513F-HRTimeline
RAELIPSKIE PARTNERSHIP16,088$5.18M2.17%+4013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC16,087$5.18M2.27%-57513F-HRTimeline
Invera Wealth Advisors, LLC16,064$5.18M3.27%-79613F-HRTimeline
SFMG, LLC16,060$5.18M0.35%+86513F-HRTimeline
Rydar Equities, Inc.16,040$5.17M4.03%+35913F-HRTimeline
Hartford Funds Management Co LLC15,996$5.16M0.42%+4,41313F-HRTimeline
Register Financial Advisors LLC15,986$5.15M2.01%-34913F-HRTimeline
Triad Wealth Partners, LLC15,964$5.14M0.49%+5,62613F-HRTimeline
MARTIN & CO INC /TN/15,952$5.14M0.88%+46113F-HRTimeline
VEGA INVESTMENT SOLUTIONS15,927$5.13M0.82%13F-HRTimeline
FLC Capital Advisors15,921$5.13M0.95%013F-HRTimeline
CNB Bank15,920$5.13M2.1%+4013F-HRTimeline
Lafayette Investments, Inc.15,889$5.12M0.97%-12013F-HRTimeline
MJP ASSOCIATES INC /ADV15,872$5.11M0.64%+28513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,843$5.1M0.34%+20813F-HR/ATimeline
Park Place Capital Corp15,838$5.1M1.06%-75913F-HRTimeline
Crews Bank & Trust15,819$5.1M0.73%-26113F-HRTimeline
NWM ADVISORS, LLC15,710$5.06M4.4%13F-HRTimeline
Institute for Wealth Management, LLC.15,700$5.06M0.54%-34013F-HRTimeline
Ironwood Financial, llc15,582$5.06M0.86%+213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.15,680$5.05M0.72%+17013F-HRTimeline
Trivant Custom Portfolio Group, LLC15,672$5.05M2.91%-14513F-HRTimeline
Runnymede Capital Advisors, Inc.15,672$5.05M2.91%+15,02813F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC15,665$5.05M1.81%-1,80513F-HRTimeline
Advyzon Investment Management, LLC15,655$5.04M0.59%+7,16113F-HRTimeline
DILLON & ASSOCIATES INC15,665$5.04M0.65%-5013F-HRTimeline
GS Investments, Inc.15,640$5.04M2.74%-98213F-HRTimeline
Centric Wealth Management16,345$5.04M1.06%+66213F-HRTimeline
OUTFITTERS FINANCIAL LLC15,612$5.03M3.96%-60013F-HRTimeline
Clear Creek Financial Management, LLC15,554$5.01M0.41%-8013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…15,540$5.01M2.54%-53213F-HRTimelineGroup
Commonwealth Financial Services, LLC15,496$4.99M0.82%-1,58313F-HRTimeline
Convergence Financial, LLC15,472$4.99M0.73%+28213F-HRTimeline
Northstar Advisory Group, LLC15,456$4.98M1.77%-3,09113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC15,452$4.98M2.5%+1,08613F-HRTimeline
Accent Capital Management, LLC15,423$4.97M2.14%+113F-HRTimeline
BIP Wealth, LLC15,411$4.97M0.18%+8,12113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.15,376$4.95M1.9%+84713F-HRTimeline
Juno Financial Group LLC15,365$4.95M1.98%13F-HRTimeline
Quadrant Private Wealth Management, LLC15,358$4.95M0.81%+69513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.15,336$4.94M1.23%+43613F-HRTimeline
Quent Capital, LLC15,315$4.93M0.36%+1,45813F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV15,303$4.93M2.75%13F-HRTimeline
Counterweight Ventures, LLC15,300$4.93M2.77%-2213F-HRTimeline
TBH Global Asset Management, LLC15,294$4.93M0.82%-39113F-HRTimeline
SAXON INTERESTS, INC.15,251$4.91M1.74%+14013F-HRTimeline
ELEVATUS WELATH MANAGEMENT15,241$4.91M1.34%+19413F-HRTimeline
TRED AVON FAMILY WEALTH, LLC15,230$4.91M1.6%+93313F-HRTimeline
Sawyer & Company, Inc15,210$4.9M1.73%-25513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC15,200$4.9M1.66%+37213F-HRTimeline
Hanson & Doremus Investment Management15,186$4.89M0.59%-64313F-HRTimeline
Alteri Wealth LLC15,162$4.89M1.58%+4213F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,155$4.88M1.17%-9613F-HRTimeline
GoalVest Advisory LLC15,151$4.88M0.94%-67213F-HRTimeline
Octavia Wealth Advisors, LLC15,142$4.88M0.47%-3,50013F-HRTimeline
Twelve Points Wealth Management LLC14,820$4.88M1.1%-24513F-HRTimeline
Ullmann Wealth Partners Group, LLC15,656$4.87M0.51%013F-HRTimeline
Crescent Sterling, Ltd.15,107$4.87M4.99%-10613F-HRTimeline
Stillwater Wealth Management Group15,101$4.87M3.3%+7613F-HRTimeline
JPL Wealth Management, LLC15,078$4.86M1.18%-46013F-HRTimeline
Hudson Value Partners, LLC15,046$4.86M1.45%-36313F-HRTimeline
Boit C F David14,751$4.86M2.1%013F-HRTimeline
Holistic Financial Partners15,070$4.86M1.76%-39913F-HRTimeline
Purus Wealth Management, LLC15,069$4.86M1.51%-39913F-HRTimeline
Van Cleef Asset Management,Inc15,044$4.85M0.49%-12113F-HRTimeline
Prestige Wealth Management Group LLC15,036$4.85M0.92%+55313F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC15,014$4.84M0.86%-5,48613F-HRTimelineGroup
Quotient Wealth Partners, LLC15,008$4.84M0.13%+30413F-HRTimeline
TCI Wealth Advisors, Inc.15,005$4.83M0.27%-40713F-HRTimeline
Bleichroeder LP15,000$4.83M0.85%013F-HRTimeline
Aberdeen Wealth Management LLC14,962$4.82M2.23%+12913F-HRTimeline
Tannin Capital LLC14,961$4.82M4.31%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO14,955$4.82M1.33%-1,39113F-HRTimeline
First City Capital Management, Inc.14,953$4.82M2.55%-67013F-HRTimeline
HAMEL ASSOCIATES, INC.14,939$4.81M1.45%-3,17013F-HRTimeline
Elyxium Wealth, LLC14,933$4.81M1.4%-113F-HRTimeline
Prosperitas Financial LLC14,924$4.81M1.87%+38613F-HRTimeline
Triumph Capital Management14,895$4.8M1.04%+13,44613F-HRTimeline
Archer Investment Corp14,845$4.78M1.08%-2,81813F-HRTimeline
Onyx Bridge Wealth Group LLC14,822$4.78M0.51%+25613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC14,819$4.78M0.07%+65613F-HRTimelineGroup
Greenline Partners, LLC14,816$4.77M0.55%+97013F-HRTimeline
SWS Partners14,773$4.76M1.15%+68313F-HRTimeline
Flavin Financial Services, Inc.14,766$4.76M3.26%-6413F-HRTimeline
NVWM, LLC14,753$4.75M1.03%-34813F-HRTimeline
PETERSON WEALTH MANAGEMENT14,746$4.75M3.53%+17513F-HRTimeline
KLCM Advisors, Inc.14,722$4.74M0.41%-42513F-HRTimeline
Roof Eidam Maycock Peralta, LLC14,691$4.73M1.07%-10013F-HRTimeline
Canopy Partners, LLC14,686$4.73M1.54%-20813F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC14,682$4.73M4.77%013F-HRTimeline
Vectors Research Management, LLC14,679$4.73M1.44%-36713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV14,657$4.72M0.74%-95913F-HRTimeline
Blackstone Inc.in group Blackstone Inc.14,656$4.72M0.02%+12,36713F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
MASECO LLP14,644$4.72M0.21%-23613F-HRTimeline
Sterling Investment Counsel, LLC15,462$4.72M1.35%+1,89513F-HRTimeline
Blue Capital, Inc.14,637$4.72M3.36%+1513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…14,618$4.71M0.68%+6,29113F-HRTimeline
Canvas Wealth Advisors, LLC14,554$4.69M0.8%+1,85913F-HRTimeline
FSM Wealth Advisors, LLC14,498$4.67M0.64%-1,92013F-HRTimeline
VCI Wealth Management LLC14,475$4.66M1.3%-38613F-HRTimeline
J.Safra Asset Management Corp14,461$4.66M0.24%+1,04013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC14,423$4.65M3.17%-18213F-HRTimeline
TOWER TRUST & INVESTMENT Co14,383$4.63M2.92%-99013F-HRTimeline
Jackson Hole Capital Partners, LLC14,350$4.62M0.79%-12913F-HRTimeline
Old Mission Investment Co LLC14,332$4.62M1.1%+15213F-HRTimeline
WEIK CAPITAL MANAGEMENT14,322$4.61M1.73%-5013F-HRTimeline
Rothschild Wealth LLC14,321$4.61M0.44%+3,24713F-HR/ATimeline
HARTLINE INVESTMENT CORP/14,320$4.61M0.5%+44413F-HRTimeline
Phoenix Wealth Advisors14,317$4.61M1.77%+10213F-HRTimeline
Wealth Alliance Advisory Group, LLC14,311$4.61M0.79%+75613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC14,292$4.61M0.99%+9813F-HRTimeline
BOS Asset Management, LLC14,282$4.6M1.23%+4013F-HRTimeline
Lodestone Wealth Management LLC14,261$4.6M1.87%-70413F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC14,248$4.59M1.32%+9913F-HRTimeline
Aull & Monroe Investment Management Corp14,226$4.58M2.3%+17513F-HRTimeline
Cornerstone Planning, LLC14,179$4.58M1.06%13F-HRTimeline
Southland Equity Partners LLC14,203$4.58M0.9%-3113F-HRTimeline
SITTNER & NELSON, LLC14,186$4.57M1.62%+3813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC14,192$4.57M2.06%-4313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC14,176$4.57M1.1%+29413F-HRTimeline
Wealth Intelligence, LLC14,159$4.56M2.26%13F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC14,157$4.56M3.03%-5213F-HRTimeline
Ameliora Wealth Management Ltd.14,131$4.55M1.39%+1,42113F-HRTimeline
Revolve Wealth Partners, LLC14,123$4.55M0.53%-4213F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.14,123$4.55M2.12%-47413F-HRTimeline
Bedell Frazier Investment Counselling, …14,118$4.55M0.88%+2613F-HRTimeline
Pinnacle West Asset Management, Inc.14,100$4.54M2.95%-39013F-HRTimeline
Congress Park Capital LLC14,082$4.54M1.35%-9913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC14,063$4.53M1.08%+24813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.14,002$4.51M0.35%-9513F-HRTimeline
Catalyst Funds Management Pty Ltd14,000$4.51M1.05%-10,20013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC13,983$4.51M1.18%013F-HRTimeline
Evelyn Partners Investment Management (…13,961$4.5M1.46%-37713F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC13,956$4.5M3.4%+50113F-HRTimeline
Marathon Wealth Advisors LLC13,948$4.49M1.79%13F-HRTimeline
Perpetual Ltdin group Perpetual Ltd13,946$4.49M0.06%+4,60713F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC13,937$4.49M0.57%-12,21213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,883$4.49M0.3%-12613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC13,934$4.49M2.66%+213F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding13,931$4.49M+280Timeline
Breakwater Capital Group13,923$4.49M0.63%+2013F-HRTimeline
Stiles Financial Services Inc13,909$4.48M1.38%+61813F-HRTimeline
Twin Lakes Capital Management, LLC13,902$4.48M1.99%-4013F-HRTimeline
DAGCO, INC.13,857$4.46M1.03%-7913F-HRTimeline
Manchester Capital Management LLC13,851$4.46M0.61%+1,91613F-HRTimeline
Empirical Asset Management, LLC18,280$4.45M1.26%-61213F-HRTimeline
W1M Asset Management Ltd13,793$4.45M0.05%new13F-HRTimeline
CrossGen Wealth, LLC13,781$4.44M3.91%13F-HRTimeline
Ballast, Inc.13,770$4.44M1.04%-9213F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC13,767$4.44M4.08%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN13,746$4.43M0.38%-15713F-HRTimeline
XXI WEALTH, LLC13,733$4.43M2.69%13F-HRTimeline
Alta Wealth Advisors LLC13,718$4.42M1.48%+39213F-HRTimeline
Orca Wealth Management, LLC14,032$4.42M3.16%-3113F-HRTimeline
Legacy Capital Group California, Inc.13,690$4.41M1.07%-11413F-HRTimeline
Loudon Investment Management, LLC13,655$4.4M2.3%-10013F-HRTimeline
Foster Victor Wealth Advisors, LLC14,057$4.39M0.26%+5,48513F-HRTimeline
Park Edge Advisors, LLC13,621$4.39M0.99%-17113F-HRTimeline
Resolute Wealth Strategies, LLC13,614$4.39M1.92%+12313F-HRTimeline
Aft, Forsyth & Sober, LLC13,600$4.38M1.33%013F-HRTimeline
Insight Inv LLC13,599$4.38M2.46%+10413F-HRTimeline
MGB Wealth Management, LLC13,588$4.38M1.25%+86213F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.13,590$4.38M3.5%+16413F-HRTimeline
Meriwether Wealth & Planning, LLC13,577$4.37M2.47%-98113F-HRTimeline
Schear Investment Advisers, LLC13,574$4.37M1.88%+14313F-HRTimeline
Signature Wealth Management Partners, L…13,544$4.36M2.16%+1713F-HRTimeline
Monetary Solutions, Ltd13,543$4.36M4.3%13F-HRTimeline
MBL Wealth, LLC13,537$4.36M0.35%+2,89913F-HRTimeline
ACCOUNT MANAGEMENT LLC13,513$4.35M4.67%013F-HRTimeline
Highview Capital Management LLC/DE/13,513$4.35M1.54%+12313F-HRTimeline