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Disclosery

JPM JPMORGAN CHASE & CO

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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
Aster Capital Management (DIFC) Ltd13,308$4.36M0.93%+10,49913F-HR/ATimeline
Lodestone Wealth Management LLC13,295$4.35M1.54%-89813F-HRTimeline
Manchester Capital Management LLC13,288$4.35M0.57%+12813F-HRTimeline
Eagle Bluffs Wealth Management LLC13,277$4.35M1.45%+23013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC13,274$4.34M3.05%+12913F-HRTimeline
Greenwich Wealth Management LLC13,236$4.33M0.16%+5213F-HRTimeline
PYA Waltman Capital, LLC13,235$4.33M1.03%+3,75613F-HRTimeline
MBL Wealth, LLC13,232$4.33M0.3%-26613F-HRTimeline
First Dallas Securities Inc.13,219$4.33M1.43%+113F-HRTimeline
YARGER WEALTH STRATEGIES, LLC12,858$4.33M1.55%-48813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,215$4.33M1.07%-1,26413F-HRTimeline
TICINO WEALTH13,207$4.32M1.36%+8,14613F-HRTimeline
Empirical Asset Management, LLC13,153$4.31M0.97%-53913F-HRTimeline
LMG Wealth Partners, LLC13,142$4.3M0.69%-18913F-HRTimeline
AIRE ADVISORS, LLC13,127$4.3M0.7%+17013F-HRTimeline
Consilium Wealth Advisory, LLC13,115$4.29M1.27%-2,49513F-HRTimeline
Burford Brothers, Inc.13,092$4.29M1.57%+22913F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC13,077$4.28M0.83%-10813F-HRTimeline
Alaethes Wealth, LLC13,069$4.28M1.25%-713F-HRTimeline
Crewe Advisors LLC13,043$4.27M0.31%+31313F-HRTimeline
Sound Income Strategies, LLC13,029$4.26M0.19%+99813F-HRTimeline
Loudon Investment Management, LLC13,005$4.26M2.09%-5013F-HRTimeline
Ulysses Management LLC13,000$4.26M1.47%013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV12,983$4.25M1.72%-35413F-HRTimeline
CGN Advisors LLC12,941$4.24M0.31%+14613F-HRTimeline
Holistic Financial Partners12,899$4.22M2.58%-2,05813F-HRTimeline
XXI WEALTH, LLC12,887$4.22M1.94%+13913F-HRTimeline
SIERRA SUMMIT ADVISORS LLC12,862$4.21M0.47%-9513F-HRTimeline
DMKC Advisory Services, LLC12,845$4.2M0.79%-6213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC12,827$4.2M1.26%+57913F-HRTimeline
LS Investment Advisors, LLC12,818$4.2M0.57%+37813F-HRTimeline
Wealth Architects, LLC12,817$4.2M0.33%-11013F-HRTimeline
Acorn Wealth Advisors, LLC12,815$4.19M1.02%+15213F-HRTimeline
Strong Tower Advisory Services12,801$4.19M0.75%+39713F-HRTimeline
Berger Financial Group, Inc12,783$4.18M0.21%+3913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC12,500$4.18M0.65%013F-HRTimelineGroup
CIM INVESTMENT MANAGEMENT INC12,758$4.18M1%-1,16313F-HRTimeline
X-Square Capital, LLC12,742$4.17M1.06%+47013F-HRTimeline
Central Pacific Bank - Trust Division12,721$4.16M0.42%-913F-HRTimeline
Allred Capital Management, LLC12,668$4.15M1.36%-12113F-HRTimeline
Cranbrook Wealth Management, LLC12,666$4.15M0.78%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC12,647$4.14M1.68%-1013F-HRTimeline
LFG Wealth Partners, LLC12,635$4.14M1.94%+1,35413F-HRTimeline
Moss Adams Wealth Advisors LLC12,635$4.14M0.26%+37613F-HRTimeline
Nicholas Hoffman & Company, LLC.12,587$4.12M0.09%-9613F-HRTimeline
Ceeto Capital Group, LLC12,586$4.12M1.12%+613F-HRTimeline
Grey Ledge Advisors, LLC12,585$4.12M0.83%-10013F-HRTimeline
Lionhunter Capital Management, LLC12,558$4.11M1.85%13F-HRTimeline
One Charles Private Wealth Services, LLC12,551$4.11M0.95%+3313F-HRTimeline
Meriwether Wealth & Planning, LLC12,539$4.1M2.03%+10113F-HRTimeline
FOCUSED ALPHA, LLC12,533$4.1M1.05%-2,77113F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC12,527$4.1M1.21%-3013F-HRTimeline
Brendel Financial Advisors LLC12,504$4.09M1.9%-30013F-HRTimeline
Winthrop Capital Management, LLC12,427$4.07M0.98%-113F-HRTimeline
Royal Harbor Partners, LLC12,410$4.06M1.26%+6413F-HRTimeline
Clark Asset Management, LLC12,407$4.06M0.32%+1,03513F-HRTimeline
Wealth Management Partners, LLC12,391$4.06M0.95%+60213F-HRTimeline
FWG Holdings, LLC11,472$4.05M1.41%+7713F-HRTimeline
Alpha Financial Partners LLC12,364$4.05M2.13%+1313F-HRTimeline
Aldebaran Financial Inc.12,351$4.04M3.28%+36713F-HRTimeline
Carl P. Sherr & Co., LLC12,349$4.04M1.69%-3113F-HRTimeline
EDGEWOOD MANAGEMENT LLC12,311$4.03M0.04%-6,86013F-HRTimeline
ELLERSON GROUP INC /ADV12,309$4.03M2.38%013F-HRTimeline
St. Johns Investment Management Company…12,275$4.02M1.52%+39713F-HRTimeline
Bernard Wealth Management Corp.12,270$4.02M1.48%-43913F-HRTimeline
Pinnacle Holdings, LLC12,269$4.02M1.24%-43413F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC11,737$4.01M0.49%13F-HRTimeline
Security Financial Services, INC.12,249$4.01M0.56%+44813F-HRTimeline
QV Investors Inc.12,245$4.01M0.31%-40013F-HRTimeline
Old Peak Finance LLC12,238$4.01M1.94%+7,64713F-HRTimeline
Greenspring Advisors, LLC12,236$4.01M0.22%+79213F-HRTimeline
WOLFF WIESE MAGANA LLC12,233$4M1.84%-15213F-HRTimeline
Aft, Forsyth & Sober, LLC13,600$4M1.25%013F-HRTimeline
Finivi Inc.12,207$4M2.05%+8413F-HRTimeline
TradeWell Securities, LLC.12,204$3.99M1.43%-3513F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC12,200$3.99M1.47%-1713F-HRTimeline
Brady Martz Wealth Solutions, LLC12,189$3.99M0.6%+16313F-HRTimeline
Park Edge Advisors, LLC12,180$3.99M0.85%-1,28713F-HRTimeline
Capital Advisors Wealth Management, LLC12,180$3.99M0.47%+21713F-HRTimeline
Virtus Wealth Solutions LLC12,175$3.99M0.54%-10913F-HRTimeline
Sage Investment Advisers LLC12,143$3.97M2.67%+4313F-HRTimeline
Summit Financial Wealth Advisors, LLC12,122$3.97M0.51%+49513F-HRTimeline
Insight Wealth Strategies, LLC11,874$3.97M0.39%+41213F-HRTimeline
Balefire, LLC12,118$3.97M0.65%+28213F-HRTimeline
Paragon Private Wealth Management, LLC12,117$3.97M1.04%+1,37813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,081$3.95M0.43%-31913F-HR/ATimeline
Monument Capital Management12,063$3.95M0.79%+54313F-HRTimeline
Revisor Wealth Management LLC12,050$3.94M0.95%+82113F-HRTimeline
Cerro Pacific Wealth Advisors LLC12,045$3.94M0.89%-6513F-HRTimeline
SWP Investment Management LLC12,012$3.93M2.72%+44013F-HRTimeline
Falcon Wealth Planning12,006$3.93M0.25%-9113F-HRTimeline
WULFF, HANSEN & CO.12,005$3.93M3.01%-9613F-HRTimeline
EULAV Asset Management12,000$3.93M0.13%013F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC12,000$3.93M2.94%-1,50013F-HRTimeline
Marin Bay Wealth Advisors, LLC11,990$3.92M2.11%-1,40913F-HR/ATimeline
Lakeridge Wealth Management LLC11,987$3.92M1.44%+11113F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,708$3.92M0.93%+4513F-HRTimeline
CRA Financial Services, LLC11,963$3.92M0.45%+28213F-HRTimeline
Jones Kertz & Associates, Inc.11,949$3.91M1.8%-1,19013F-HRTimeline
NORTH DALLAS BANK & TRUST CO11,919$3.9M2.31%+34613F-HRTimeline
PEOPLES BANK /OH11,909$3.9M2%+16413F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT11,906$3.9M0.67%-19913F-HRTimeline
Kennebec Savings Bank11,869$3.89M3.12%+1,83213F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…11,844$3.88M0.03%-38,60013F-HRTimelineGroup
Lantern Wealth Advisors, LLC11,818$3.87M1.77%-20813F-HRTimeline
SYM FINANCIAL Corp11,784$3.86M0.31%+75513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,747$3.85M0.23%-47213F-HRTimeline
Tempus Wealth Planning, LLC11,735$3.84M0.75%+17013F-HRTimeline
Sky Investment Group LLC11,693$3.83M0.6%+19813F-HRTimeline
Financial Management Professionals, Inc.11,693$3.83M0.36%+19013F-HRTimeline
Henson-Edgewater Management, LLC10,462$3.82M1.99%+30013F-HRTimeline
Keeler Thomas Management LLC11,667$3.82M1.35%new13F-HRTimeline
Summit Asset Management, LLC11,656$3.82M0.49%+6813F-HRTimeline
GKV Capital Management Co., Inc.11,642$3.81M1.23%-15013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,642$3.81M0.28%+3613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,913$3.8M1.22%-27613F-HRTimeline
Great Diamond Partners, LLC11,594$3.8M0.65%+4013F-HRTimeline
Ballast Rock Private Wealth LLC11,577$3.79M1.75%+713F-HRTimeline
Rockingstone Advisors LLC11,562$3.78M1.52%+16013F-HRTimeline
Beacon Financial Advisory LLC11,556$3.78M0.74%-4213F-HRTimeline
Daytona Street Capital LLC11,203$3.78M2.76%-14313F-HRTimeline
COOKSON PEIRCE & CO INC11,520$3.77M0.12%+9613F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…11,515$3.77M1.73%-43013F-HRTimeline
SONATA CAPITAL GROUP INC11,510$3.77M1.22%+10013F-HRTimeline
Legato Capital Management LLC11,504$3.77M0.31%-4,06113F-HRTimeline
Fortune Financial Advisors, LLC11,490$3.76M1.61%+65513F-HRTimeline
Ponta Wealth Partners, LLC11,487$3.76M2.01%+3,14213F-HRTimeline
Aspetuck Financial Management LLC11,461$3.75M2.21%+7513F-HRTimeline
U S WEALTH GROUP, LLC.11,454$3.75M2.24%+1,20413F-HRTimeline
OMC Financial Services LTD11,450$3.75M1.24%+1513F-HRTimeline
Kenora Financial, LLC11,444$3.75M1.16%-7713F-HRTimeline
Spahn Wealth & Retirement LLC11,441$3.74M2.41%-8013F-HRTimeline
Miller Investment Management, LP11,410$3.73M0.34%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV11,404$3.73M2.75%-23513F-HRTimeline
Hilltop National Bank11,391$3.73M0.8%+21613F-HRTimeline
Gallagher Capital Advisors, LLC11,390$3.73M2.13%-8213F-HRTimeline
Defiance ETFs, LLC11,156$3.73M0.05%+2,63613F-HRTimeline
Aspire Growth Partners LLC11,378$3.72M2.16%+60513F-HRTimeline
MITCHELL SINKLER & STARR/PA11,373$3.72M1.55%-1513F-HRTimeline
Lakeshore Financial Planning, Inc.11,366$3.72M1.2%+2,88913F-HRTimeline
Vision Capital Management, Inc.11,362$3.72M0.42%+2,87913F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,352$3.72M0.41%-10813F-HRTimeline
BSW Wealth Partners11,347$3.71M0.41%-21913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,334$3.71M0.17%-1713F-HRTimeline
LifeSteps Financial, Inc.11,304$3.7M1.72%+92313F-HRTimeline
Aldebaran Capital, LLC11,282$3.69M2.77%013F-HRTimeline
Auxano Advisors, LLC11,259$3.69M0.7%+313F-HRTimeline
Millstone Evans Group, LLC11,258$3.69M1.99%-9713F-HRTimeline
LCNB CORP11,238$3.68M1.13%-19313F-HRTimeline
WEST PACES ADVISORS INC.11,218$3.67M0.62%+26413F-HRTimeline
Dickmeyer Boyce Financial Management, I…11,209$3.67M1.9%-3213F-HRTimeline
NBH Bank11,166$3.65M1.54%13F-HRTimeline
Slocum, Gordon & Co LLP11,136$3.65M2.42%-1713F-HRTimeline
Pekin Hardy Strauss, Inc.11,136$3.65M0.32%-35413F-HRTimeline
Strong Retirement Solutions LLC11,131$3.64M2.18%+54913F-HRTimeline
TRB Wealth Management, LLC11,124$3.64M0.48%-1,27813F-HRTimeline
Marble Harbor Investment Counsel, LLC11,109$3.64M0.37%-29013F-HRTimeline
TCI Wealth Advisors, Inc.11,105$3.63M0.16%+36013F-HRTimeline
Ignite Planners, LLC11,082$3.63M0.5%+18513F-HRTimeline
ROI Financial Advisors, LLC11,059$3.62M1.87%+12213F-HRTimeline
BCGM Wealth Management, LLC11,058$3.62M0.77%+28613F-HRTimeline
Fort Point Capital Partners LLC11,054$3.62M0.39%+1,17013F-HRTimeline
Karani Asset Management LLC11,048$3.62M2.63%+94413F-HRTimeline
G&S Capital LLC11,024$3.61M1.05%+10413F-HRTimeline
James J. Burns & Company, LLC11,012$3.6M0.39%-31513F-HRTimeline
Bradyco, Inc.11,007$3.6M4.13%013F-HRTimeline
Connective Portfolio Management, LLC10,980$3.59M5.99%+7,00013F-HRTimeline
VICUS CAPITAL10,978$3.59M0.23%-33113F-HRTimeline
Stonebridge Financial Group, LLC/CA10,963$3.59M0.5%13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC10,955$3.59M1.34%-313F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.10,954$3.59M2.03%-2,46513F-HRTimeline
Etesian Wealth Advisors, Inc.10,931$3.58M1.06%-70813F-HRTimeline
FinArc Investments, Inc.10,930$3.58M3.24%-9713F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC10,916$3.57M2.39%+12613F-HRTimeline
Rezny Wealth Management, Inc.10,895$3.57M0.62%+97313F-HRTimeline
COZAD ASSET MANAGEMENT INC10,878$3.56M0.23%-7013F-HRTimeline
Hudson Canyon Capital Management10,870$3.56M1.9%-37013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.10,868$3.56M1.71%-1,39013F-HRTimeline
Exchange Bank10,858$3.55M2.21%-20813F-HRTimeline
Pinnacle Wealth Management Group, Inc.10,848$3.55M1.66%-313F-HRTimeline
Northern Financial Advisors Inc10,837$3.55M2.35%+9713F-HRTimeline
Paradigm Capital Management, LLC/NV10,831$3.54M3.05%-24713F-HRTimeline
Clare Market Investments LLC10,789$3.53M0.64%-2,38913F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,786$3.53M0.08%-813F-HRTimeline
AA Financial Advisors, LLC10,780$3.53M0.42%+30613F-HRTimeline
O'Keefe Stevens Advisory, Inc.10,776$3.53M0.72%+16113F-HRTimeline
CONTINENTAL ADVISORS LLC10,735$3.51M2.06%013F-HRTimeline
BIRINYI ASSOCIATES INC10,726$3.51M0.83%+313F-HRTimeline
GS Investments, Inc.10,718$3.51M2.54%-5,02213F-HRTimeline
Core Wealth Partners LLC10,716$3.51M1.49%-1,13613F-HRTimeline
Morton Capital Management LLC/CA10,708$3.51M0.48%-11013F-HRTimeline
Whalen Wealth Management Inc.10,708$3.5M1.58%+2,65913F-HRTimeline
Bernicke Wealth Management, Ltd.10,706$3.5M0.41%-15613F-HRTimeline
HHM Wealth Advisors, LLC10,692$3.5M0.35%+13813F-HRTimeline
Versant Capital Management, Inc10,685$3.5M0.31%-1,54013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd10,684$3.5M0.79%013F-HRTimelineGroup
Samara Investment Management, LLC10,680$3.5M3.22%+1,03013F-HRTimeline
Financial Solutions Advisory Group, Inc.10,413$3.49M0.44%-7613F-HRTimeline
Financial Perspectives, Inc10,646$3.48M0.85%+313F-HRTimeline
Bigelow Investment Advisors, LLC10,630$3.48M1.26%+8913F-HRTimeline