Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

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
VICUS CAPITAL12,980$3.76M0.31%+1813F-HRTimeline
WRAPMANAGER INC12,950$3.75M0.91%-1,35213F-HRTimeline
Brendel Financial Advisors LLC12,891$3.74M2.09%-47513F-HRTimeline
Providence First Trust Co12,881$3.73M1.32%+2,89713F-HRTimeline
Burford Brothers, Inc.12,870$3.73M1.71%+913F-HRTimeline
Aigen Investment Management, LP12,854$3.73M0.51%+4,10613F-HRTimeline
Caldwell Investment Management Ltd.12,700$3.68M3.19%013F-HRTimeline
Morton Capital Management LLC/CA12,673$3.67M0.65%+1,00413F-HRTimeline
Greenwich Wealth Management LLC12,662$3.67M0.18%+713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC12,656$3.67M1.27%-71513F-HRTimeline
Golden State Wealth Management, LLC12,654$3.67M0.45%-25113F-HRTimeline
Acorn Wealth Advisors, LLC12,640$3.66M1.36%+15413F-HRTimeline
Plante Moran Financial Advisors, LLC12,635$3.66M0.26%-18013F-HRTimeline
Court Place Advisors, LLC12,614$3.66M1.15%-21313F-HRTimeline
Fort Point Capital Partners LLC12,609$3.66M0.37%+66613F-HRTimeline
PATTON FUND MANAGEMENT, INC.12,600$3.65M0.8%-10,24113F-HRTimeline
Old Mission Investment Co LLC12,592$3.65M1%+82713F-HRTimeline
WBH ADVISORY INC12,589$3.65M0.31%-1,43613F-HRTimeline
Carl P. Sherr & Co., LLC12,588$3.65M1.84%-34313F-HRTimeline
DAVIDSON TRUST CO12,587$3.65M1.68%-25613F-HRTimeline
Gallagher Capital Advisors, LLC12,245$3.65M2.95%-8713F-HRTimeline
J.Safra Asset Management Corp12,577$3.65M0.25%+3,24013F-HR/ATimeline
AIRE ADVISORS, LLC12,570$3.64M0.71%+21813F-HRTimeline
Etesian Wealth Advisors, Inc.12,529$3.63M1.35%-64813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC12,500$3.63M0.6%013F-HRTimelineGroup
Bernard Wealth Management Corp.12,519$3.63M1.68%-5,09613F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT12,516$3.63M1.79%-80113F-HRTimeline
Hudson Canyon Capital Management12,484$3.62M2.25%-26613F-HRTimeline
Legacy Wealth Management, LLC / MS12,448$3.61M1.1%-59513F-HRTimeline
COZAD ASSET MANAGEMENT INC12,441$3.61M0.32%+14713F-HR/ATimeline
BLUE SQUARE ASSET MANAGEMENT, LLC12,428$3.6M1.69%+73713F-HRTimeline
Kenora Financial, LLC12,418$3.6M1.34%-76113F-HRTimeline
Cambria Investment Management, L.P.12,401$3.6M0.24%new13F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC12,396$3.59M2.94%-6,13613F-HRTimeline
Peoples Bank/KS12,387$3.59M2.41%013F-HRTimeline
Stiles Financial Services Inc12,366$3.59M1.24%+1,41113F-HRTimeline
Berger Financial Group, Inc12,338$3.58M0.23%-13913F-HRTimeline
TradeWell Securities, LLC.12,299$3.57M1.71%+73013F-HRTimeline
Wealth Management Partners, LLC12,163$3.55M1.26%+25313F-HRTimeline
Virtus Wealth Solutions LLC12,243$3.55M0.73%-16613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS12,239$3.55M1.54%+1013F-HRTimeline
WULFF, HANSEN & CO.12,231$3.55M3.03%-35013F-HRTimeline
FWG Holdings, LLC12,037$3.54M1.67%+16713F-HRTimeline
Nicholas Hoffman & Company, LLC.12,212$3.54M0.09%+18913F-HRTimeline
LCNB CORP12,210$3.54M1.25%-5513F-HRTimeline
ELLERSON GROUP INC /ADV12,204$3.54M2.49%-4213F-HR/ATimeline
Strong Tower Advisory Services12,184$3.53M0.7%+50413F-HRTimeline
Axecap Investments, LLC12,160$3.53M2.3%+2,35313F-HRTimeline
Gleason Group, Inc.12,156$3.52M0.38%-1,14313F-HRTimeline
Allred Capital Management, LLC12,155$3.52M1.32%-26013F-HRTimeline
Financial Advisors, LLC12,137$3.52M0.66%+913F-HRTimeline
Paradigm Capital Management, LLC/NV12,134$3.52M3.48%-11513F-HRTimeline
Sunpointe, LLC12,116$3.51M1.39%+5,42713F-HRTimeline
DMKC Advisory Services, LLC12,090$3.5M1.84%+1,36113F-HRTimeline
Tempus Wealth Planning, LLC12,084$3.5M0.87%+62313F-HRTimeline
Eagle Bluffs Wealth Management LLC12,058$3.5M1.66%+5413F-HRTimeline
Point Windward Advisors Inc.12,057$3.5M1.57%-2,49613F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP12,036$3.49M0.12%-2,86213F-HRTimelineGroup
Palumbo Wealth Management LLC11,998$3.48M1.08%+38113F-HRTimeline
BSW Wealth Partners11,978$3.47M0.48%-2613F-HRTimeline
Meadow Creek Wealth Advisors LLC11,939$3.46M2.34%-8113F-HRTimeline
Aldebaran Capital, LLC11,907$3.45M3.41%013F-HRTimeline
First National Bank of Hutchinson11,881$3.44M2.14%-2213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC11,847$3.43M0.84%+95013F-HRTimeline
VCI Wealth Management LLC11,825$3.43M1.2%+90713F-HRTimeline
Victrix Investment Advisors11,823$3.43M1.52%+34913F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,823$3.43M0.56%-18713F-HRTimeline
AFT, FORSYTH & COMPANY, INC.11,818$3.43M1.76%013F-HRTimeline
Lindenwold Advisors, INC11,814$3.42M1.78%+28913F-HRTimeline
Capital Advisors Wealth Management, LLC11,793$3.42M0.54%-9613F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,446$3.42M1.01%-16813F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT11,772$3.41M0.66%+49013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC11,752$3.41M1.72%+3,72013F-HRTimeline
Finivi Inc.11,714$3.4M2.3%+16013F-HRTimeline
Belmont Capital, LLC11,704$3.39M0.52%013F-HRTimeline
SAXON INTERESTS, INC.13,801$3.39M1.58%013F-HRTimeline
MITCHELL SINKLER & STARR/PA11,659$3.38M1.62%-35,95013F-HRTimeline
Lakeridge Wealth Management LLC11,649$3.38M1.55%-18713F-HRTimeline
Pinnacle Holdings, LLC11,626$3.37M1.22%+60413F-HRTimeline
Spahn Wealth & Retirement LLC11,606$3.36M2.16%new13F-HRTimeline
Gilbert & Cook, Inc.11,603$3.36M0.45%+83013F-HRTimeline
Eaton Financial Holdings Company, LLC11,599$3.36M1.03%+7,07713F-HRTimeline
Summit Asset Management, LLC11,595$3.36M0.55%+1,13713F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…11,549$3.35M2.35%+4,52013F-HRTimeline
Neumann Capital Management, LLC11,530$3.34M1.05%-65013F-HRTimeline
Auxano Advisors, LLC11,508$3.34M0.78%-313F-HRTimeline
Aldebaran Financial Inc.11,497$3.33M3.69%+32013F-HRTimeline
CVA Family Office, LLC11,482$3.33M0.47%-13013F-HRTimeline
Millstone Evans Group, LLC11,437$3.32M2.26%-50813F-HRTimeline
G&S Capital LLC11,410$3.31M1.31%-9713F-HRTimeline
UNION SAVINGS BANK11,160$3.31M1.52%-1,69313F-HRTimeline
Invst, LLC11,376$3.3M0.41%+6913F-HRTimeline
Slocum, Gordon & Co LLP11,373$3.3M2.66%-5,12113F-HRTimeline
NORTH DALLAS BANK & TRUST CO11,352$3.29M2.49%13F-HRTimeline
Total Clarity Wealth Management, Inc.11,325$3.28M0.94%+9013F-HRTimeline
Well Done, LLC11,322$3.28M0.62%+5213F-HRTimeline
CHANNEL WEALTH LLC11,309$3.28M0.93%+21513F-HRTimeline
CRA Financial Services, LLC11,300$3.28M0.5%+19113F-HRTimeline
Bradyco, Inc.11,075$3.27M2.45%013F-HR/ATimeline
Fortis Capital Advisors, LLC11,285$3.27M0.59%+4,50413F-HRTimeline
FORTEM FINANCIAL GROUP, LLC11,278$3.27M1.05%-82013F-HRTimeline
Schrum Private Wealth Management LLC11,251$3.26M2.62%+1113F-HRTimeline
WEST PACES ADVISORS INC.11,250$3.26M0.69%-5613F-HRTimeline
Sound Income Strategies, LLC11,246$3.26M0.19%+38713F-HRTimeline
Cranbrook Wealth Management, LLC11,246$3.26M0.7%+7313F-HRTimeline
Financial Management Professionals, Inc.11,239$3.26M0.37%+12313F-HRTimeline
S.E.E.D. Planning Group LLC11,239$3.26M1.02%-33313F-HRTimeline
Brady Martz Wealth Solutions, LLC11,225$3.25M0.63%-12813F-HRTimeline
Aspetuck Financial Management LLC11,209$3.25M2.45%013F-HRTimeline
Clare Market Investments LLC11,196$3.25M0.72%+313F-HRTimeline
COOKSON PEIRCE & CO INC11,180$3.24M0.14%-48513F-HRTimeline
FIRST FINANCIAL CORP /IN/11,173$3.24M1.45%-56913F-HRTimeline
Rockingstone Advisors LLC11,162$3.24M1.7%-3,54013F-HRTimeline
Audent Global Asset Management, LLC11,159$3.24M2.31%-5413F-HRTimeline
Peak Planning Group, LLC11,147$3.23M2.07%-7,50513F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC11,140$3.23M2.53%+12713F-HRTimeline
CALTON & ASSOCIATES, INC.11,131$3.23M0.56%+1,92713F-HRTimeline
CRUX WEALTH ADVISORS11,130$3.23M1.37%-2,07013F-HRTimeline
YANKCOM Partnership11,116$3.22M1.58%+24413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC11,104$3.22M1.48%-67913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC11,103$3.22M1.07%+1,24013F-HR/ATimeline
Fortune Financial Advisors, LLC11,096$3.22M2.59%-6613F-HRTimeline
SANDERS MORRIS HARRIS LLC11,089$3.21M0.77%-8,89513F-HRTimeline
Northern Financial Advisors Inc11,076$3.21M2.41%+7813F-HRTimeline
Marble Harbor Investment Counsel, LLC11,074$3.21M0.35%-1,23313F-HRTimeline
44 WEALTH MANAGEMENT LLC11,069$3.21M1.14%+913F-HRTimeline
Carmignac Gestion11,057$3.21M0.05%-2,31713F-HRTimeline
Rothschild Wealth LLC11,024$3.2M0.78%+60113F-HRTimeline
WADDELL & ASSOCIATES, LLC11,022$3.2M0.34%-85513F-HRTimeline
RedJay Asset Management Inc.11,000$3.19M0.75%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.10,999$3.19M1.83%-26013F-HRTimeline
St. Johns Investment Management Company…10,994$3.19M1.46%+5713F-HRTimeline
Exchange Bank10,992$3.19M2.52%-25413F-HRTimeline
HMS Capital Management, LLC10,991$3.19M1.44%-39013F-HRTimeline
GWN SECURITIES INC.10,758$3.18M0.59%-10,18713F-HRTimeline
Legato Capital Management LLC10,985$3.18M0.38%013F-HRTimeline
Ignite Planners, LLC10,934$3.18M0.55%+7813F-HR/ATimeline
Moss Adams Wealth Advisors LLC10,973$3.18M0.29%+93513F-HRTimeline
Solitude Financial Services10,968$3.18M1.15%+92813F-HRTimeline
Consilium Wealth Advisory, LLC10,960$3.18M1.34%+4013F-HRTimeline
MRP Capital Investments, LLC10,958$3.18M2.18%+1,67713F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI10,948$3.17M0.22%-1,99813F-HRTimeline
Tyler-Stone Wealth Management10,908$3.16M0.51%-37213F-HRTimeline
Diligent Investors, LLC10,907$3.16M0.75%-15913F-HRTimeline
Lee Financial Co10,898$3.16M0.45%+76613F-HRTimeline
BARRETT & COMPANY, INC.10,872$3.15M1.18%+1613F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,856$3.15M1.24%+413F-HRTimeline
Heritage Wealth Advisors10,853$3.15M0.15%-1,17613F-HRTimeline
Inscription Capital, LLC10,824$3.14M0.45%-21,49113F-HRTimeline
First Citizens Financial Corp10,821$3.14M1.73%+8013F-HRTimeline
Plancorp, LLC10,820$3.14M0.11%-14213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,795$3.13M1.44%-78413F-HRTimeline
WealthBridge Capital Management, LLC10,795$3.13M0.79%+57313F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC11,061$3.13M0.65%+10113F-HRTimeline
Camarda Financial Advisors, LLC10,770$3.12M1.23%-29013F-HRTimeline
626 Financial, LLC10,741$3.11M1.46%-9813F-HR/ATimeline
CONTINENTAL ADVISORS LLC10,735$3.11M2.23%013F-HRTimeline
Oder Investment Management, LLC10,729$3.11M2.35%-6713F-HRTimeline
Members Trust Co10,726$3.11M0.11%+1,09713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.10,722$3.11M1.28%+113F-HRTimeline
BIRINYI ASSOCIATES INC10,713$3.11M0.91%-4913F-HRTimeline
Focused Wealth Management, Inc10,707$3.1M0.38%+29613F-HRTimeline
RW Investment Management LLC10,700$3.1M0.35%+1,37413F-HRTimeline
SONATA CAPITAL GROUP INC10,700$3.1M1.24%-40113F-HRTimeline
GKV Capital Management Co., Inc.10,658$3.09M1.37%-15013F-HRTimeline
Bigelow Investment Advisors, LLC10,654$3.09M1.36%-913F-HRTimeline
Talon Private Wealth, LLC10,647$3.09M0.43%-96313F-HRTimeline
Greater Midwest Financial Group, LLC10,642$3.09M2.36%-3413F-HRTimeline
Insight Wealth Strategies, LLC10,604$3.08M0.39%-1,43813F-HRTimeline
W1M Asset Management Ltd10,612$3.08M0.23%-4013F-HRTimeline
Balboa Wealth Partners10,606$3.07M0.62%+1,09813F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,605$3.07M0.46%+15613F-HRTimeline
Silicon Valley Capital Partners10,597$3.07M0.32%-1,21113F-HRTimeline
Byrne Asset Management LLC10,579$3.07M2.03%-48513F-HRTimeline
Balefire, LLC10,577$3.07M0.67%+3,17613F-HRTimeline
Hemenway Trust Co LLC10,574$3.07M0.24%-33013F-HRTimeline
Redhawk Wealth Advisors, Inc.10,557$3.06M0.38%+1313F-HRTimeline
SIERRA SUMMIT ADVISORS LLC10,548$3.06M0.54%-23013F-HRTimeline
Capital Advisors, Ltd. LLC10,539$3.06M0.38%+4913F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC10,531$3.05M0.08%+20013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding10,526$3.05M+441Timeline
U S WEALTH GROUP, LLC.10,525$3.05M2.38%-1,34213F-HRTimeline
Summit Financial Strategies, Inc.10,502$3.04M0.28%+13113F-HRTimeline
Cypress Wealth Services, LLC10,471$3.04M0.54%-4113F-HRTimeline
Kennebec Savings Bank10,449$3.03M2.97%-16013F-HRTimeline
OMC Financial Services LTD10,445$3.03M1.24%-1513F-HRTimeline
GTS SECURITIES LLC10,429$3.02M0.13%-4,07913F-HRTimeline
Hilltop National Bank10,422$3.02M0.79%13F-HRTimeline
Armstrong, Fleming & Moore, Inc10,417$3.02M1.64%+5,34813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.10,407$3.02M2.14%+3913F-HRTimeline
VISTA INVESTMENT PARTNERS LLC10,401$3.02M0.87%+6513F-HRTimeline
Montz Harcus Wealth Management LLC10,387$3.01M1.45%+1213F-HRTimeline
Galaxy Digital Capital Management GP LLCin group Galaxy Group Investments LLC10,383$3.01M3.76%+4,63413F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC10,382$3.01M0.56%+1,06213F-HRTimeline
Arcataur Capital Management LLC10,359$3M0.94%+1613F-HRTimeline
First Command Advisory Services, Inc.10,341$3M0.03%+1,03513F-HRTimeline
Deane Retirement Strategies, Inc.10,346$3M1.34%+19513F-HRTimeline
Cooper Financial Group10,333$3M0.35%+33113F-HRTimeline
JSF Financial, LLC10,328$2.99M0.71%+98013F-HRTimeline
Applied Capital LLC/FL10,321$2.99M2.23%+713F-HRTimeline