Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

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
Vines Capital Management, LLC13,510$4.35M4.24%13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV13,476$4.34M1.99%-15613F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC13,462$4.34M0.91%+39813F-HRTimeline
Prudent Man Advisors, LLC13,461$4.34M1.58%-24413F-HRTimeline
Advisory Alpha, LLC13,405$4.32M0.12%+60213F-HRTimeline
Cornerstone Advisory, LLC13,388$4.31M0.41%-12913F-HRTimeline
Sovran Advisors, LLC13,896$4.3M0.37%+3,89413F-HRTimeline
Weil Company, Inc.13,335$4.3M0.99%-1,18713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co13,325$4.29M0.91%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC13,308$4.29M0.35%+25013F-HRTimeline
LMG Wealth Partners, LLC13,308$4.29M0.8%+2213F-HRTimeline
Purkiss Capital Advisors LLC13,259$4.27M2%+12013F-HRTimeline
Asset One Wealth Management LLC13,857$4.27M0.58%13F-HRTimeline
Jones Kertz & Associates, Inc.13,244$4.27M2.19%13F-HRTimeline
Turn8 Private Wealth Inc.13,218$4.26M3.05%-5113F-HRTimeline
Select Asset Management & Trust13,199$4.25M1.32%-6313F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.13,190$4.25M0.19%13F-HRTimelineGroup
First Dallas Securities Inc.13,167$4.24M1.58%-64913F-HRTimeline
First National Bank of Hutchinson13,166$4.24M2.49%+31113F-HRTimeline
Global Financial Private Client, LLC13,156$4.24M1.49%+7713F-HRTimeline
Abundance Wealth Counselors13,110$4.22M0.71%+7513F-HRTimeline
Wealth Architects, LLC13,108$4.22M0.38%-22613F-HRTimeline
Grey Ledge Advisors, LLC13,073$4.21M0.95%-18613F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC13,068$4.21M3.52%13F-HRTimeline
Overbrook Management Corp13,057$4.21M0.73%-58513F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV13,054$4.21M3.4%13F-HRTimeline
Longaeva Partners L.P.13,050$4.2M0.5%new13F-HRTimeline
Cordgrass Capital Advisors, LLC13,037$4.2M1.01%+1313F-HRTimeline
Hilltop Partners LLC13,002$4.19M1.08%+2,96613F-HRTimeline
EULAV Asset Management13,000$4.19M0.11%013F-HRTimeline
West Family Investments, Inc.12,998$4.19M0.98%-2,29013F-HRTimeline
Alaethes Wealth, LLC12,940$4.17M1.17%-3813F-HRTimeline
Greenwich Wealth Management LLC12,932$4.17M0.19%+21913F-HRTimeline
Golden State Wealth Management, LLC12,928$4.17M0.44%+8213F-HRTimeline
Retirement Planning Group, LLC12,904$4.16M0.14%+17013F-HRTimeline
QV Investors Inc.12,895$4.16M0.34%-1,07013F-HRTimeline
Eagle Bluffs Wealth Management LLC12,887$4.15M1.68%+31013F-HRTimeline
Burford Brothers, Inc.12,878$4.15M1.71%+913F-HRTimeline
WADDELL & ASSOCIATES, LLC12,854$4.14M0.28%-47313F-HRTimeline
Royal Harbor Partners, LLC12,852$4.14M1.37%-52213F-HRTimeline
Heartland Bank & Trust Co12,826$4.13M1.75%-19513F-HRTimeline
Brendel Financial Advisors LLC12,814$4.13M2.03%-113F-HRTimeline
Main Street Financial Solutions, LLC12,804$4.13M0.31%-10,66213F-HRTimeline
Marion Wealth Management13,838$4.12M0.92%+5513F-HRTimeline
Genus Capital Management Inc.12,757$4.11M0.48%-20,91513F-HRTimeline
PYA Waltman Capital, LLC12,752$4.11M1.1%+18213F-HRTimeline
Caldwell Investment Management Ltd.12,700$4.1M2.52%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,734$4.1M0.86%+17013F-HRTimeline
Audent Global Asset Management, LLC12,715$4.1M2.59%+1,21813F-HRTimeline
WBH ADVISORY INC12,714$4.1M0.3%+5213F-HRTimeline
Palumbo Wealth Management LLC12,712$4.1M1.01%+31013F-HRTimeline
Cerro Pacific Wealth Advisors LLC12,698$4.09M1.1%-22213F-HRTimeline
Montz Harcus Wealth Management LLC12,679$4.09M1.66%+1,36513F-HRTimeline
Cranbrook Wealth Management, LLC12,666$4.08M0.8%+1,51213F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.12,646$4.07M1.19%13F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC12,500$4.07M0.66%013F-HRTimelineGroup
DAVIDSON TRUST CO12,623$4.07M1.7%+73113F-HRTimeline
AIRE ADVISORS, LLC12,621$4.07M0.74%+3613F-HRTimeline
Nicholas Hoffman & Company, LLC.12,611$4.06M0.09%+12913F-HRTimeline
Crewe Advisors LLC12,603$4.06M0.36%+8613F-HRTimeline
Acorn Wealth Advisors, LLC12,598$4.06M1.21%-5013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC12,576$4.05M1.28%-2913F-HRTimeline
Allred Capital Management, LLC12,548$4.04M1.46%-12213F-HRTimeline
Berger Financial Group, Inc12,548$4.04M0.23%+17513F-HRTimeline
Legacy Wealth Management, LLC / MS12,544$4.04M1.08%+1,70913F-HRTimeline
Axecap Investments, LLC12,527$4.04M2.49%+75313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC12,524$4.04M1.73%+2,49913F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC12,520$4.03M1.79%+4913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,517$4.03M1.35%-16013F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC12,500$4.03M3.63%+7,50013F-HRTimeline
Sustainable Insight Capital Management,…12,497$4.03M1.34%-2,08013F-HRTimeline
Bernard Wealth Management Corp.12,494$4.03M1.63%-6413F-HRTimeline
Virtus Wealth Solutions LLC12,488$4.02M0.76%+28113F-HRTimeline
SmartHarvest Portfolios, LLC12,485$4.02M1.4%13F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.12,467$4.02M2.24%-84913F-HRTimeline
IPG Investment Advisors LLC12,453$4.01M0.7%-5,49113F-HRTimeline
Monument Capital Management12,451$4.01M1%-19313F-HRTimeline
One Charles Private Wealth Services, LLC12,438$4.01M1.04%-1,02513F-HRTimeline
CGN Advisors LLC12,434$4.01M0.32%-23813F-HRTimeline
Sunpointe, LLC12,388$3.99M1.32%+25513F-HRTimeline
DMKC Advisory Services, LLC12,378$3.99M1.75%+98313F-HRTimeline
Kathmere Capital Management, LLC12,378$3.99M0.27%+2,20313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.12,363$3.98M1.72%+2513F-HRTimeline
Sage Investment Advisers LLC12,349$3.98M2.98%13F-HRTimeline
Strong Tower Advisory Services12,307$3.97M0.71%+32213F-HRTimeline
Alpha Financial Partners LLC12,288$3.96M2.42%+9,53213F-HRTimeline
Ceeto Capital Group, LLC12,275$3.96M1.15%+65613F-HRTimeline
PEOPLES BANK /OH12,268$3.95M2.45%-75013F-HRTimeline
Consilium Wealth Advisory, LLC12,266$3.95M1.46%+9913F-HRTimeline
Left Brain Wealth Management, LLC12,266$3.95M1.37%new13F-HRTimeline
TradeWell Securities, LLC.12,216$3.94M1.53%-11713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT12,208$3.93M0.74%+71813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,201$3.93M0.44%13F-HRTimeline
Gleason Group, Inc.12,198$3.93M0.39%+4713F-HRTimeline
ELLERSON GROUP INC /ADV12,195$3.93M2.66%013F-HRTimeline
COZAD ASSET MANAGEMENT INC12,187$3.93M0.3%+21413F-HRTimeline
CVA Family Office, LLC12,174$3.92M0.45%+62413F-HRTimeline
Capital Planning Advisors, LLC12,136$3.91M0.52%+1,30013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC12,129$3.91M1.65%-24413F-HRTimeline
WULFF, HANSEN & CO.12,101$3.9M3.27%-13013F-HRTimeline
Lantern Wealth Advisors, LLC12,079$3.89M2.07%+9413F-HRTimeline
MARVIN & PALMER ASSOCIATES INC12,070$3.89M2.75%-14,43113F-HRTimeline
Victrix Investment Advisors12,008$3.87M1.5%-16313F-HRTimeline
Winthrop Capital Management, LLC11,999$3.87M0.9%-1,20913F-HRTimeline
Marin Bay Wealth Advisors, LLC11,979$3.86M2.21%13F-HRTimeline
LCNB CORP11,976$3.86M1.29%+42113F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…11,975$3.86M2.1%-69813F-HRTimeline
Etesian Wealth Advisors, Inc.11,970$3.86M1.21%-33613F-HRTimeline
FinArc Investments, Inc.11,970$3.86M3.44%13F-HRTimeline
Solitude Financial Services11,939$3.85M1.27%+89813F-HRTimeline
Wealth Management Partners, LLC11,921$3.84M1.1%-13613F-HRTimeline
Carl P. Sherr & Co., LLC12,539$3.84M1.71%-6313F-HRTimeline
Lakeridge Wealth Management LLC11,898$3.83M1.74%+17713F-HRTimeline
Central Asset Investments & Management …11,892$3.83M2.49%+6,51313F-HRTimeline
Aldebaran Financial Inc.11,830$3.83M3.54%+20213F-HRTimeline
Security Financial Services, INC.11,869$3.82M0.6%+5813F-HRTimeline
Sepio Capital, LP11,854$3.82M0.21%+5,92213F-HRTimeline
Core Wealth Partners LLC11,854$3.82M1.72%+18013F-HRTimeline
Falcon Wealth Planning11,847$3.82M0.32%-1,84013F-HRTimeline
Capital Advisors Wealth Management, LLC11,845$3.82M0.52%+33613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA11,826$3.81M2.37%-1913F-HRTimeline
Davidson Capital Management Inc.11,819$3.81M0.82%+41713F-HRTimeline
Meadowbrook Advisors Group, LLC11,807$3.8M2.13%13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC11,775$3.79M1.74%+7113F-HRTimeline
Cannon Advisors, Inc.12,320$3.79M2.68%-81413F-HRTimeline
Inscription Capital, LLC11,740$3.78M0.39%-4113F-HRTimeline
Total Clarity Wealth Management, Inc.11,697$3.77M0.91%+413F-HRTimeline
CORNERSTONE ENTERPRISES, LLC11,685$3.77M1.8%+1,88213F-HRTimeline
COOKSON PEIRCE & CO INC11,683$3.76M0.16%+31313F-HRTimeline
Churchill Financial Advisors, LLC11,669$3.76M1.15%13F-HRTimeline
CRA Financial Services, LLC11,664$3.76M0.49%+4013F-HRTimeline
VICUS CAPITAL11,660$3.76M0.28%-1,15513F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT11,639$3.75M1.81%-32613F-HRTimeline
Kenora Financial, LLC11,633$3.75M1.26%-71313F-HRTimeline
GKV Capital Management Co., Inc.11,628$3.75M1.4%+97013F-HRTimeline
Summit Asset Management, LLC11,607$3.74M0.53%+1213F-HRTimeline
BCGM Wealth Management, LLC11,594$3.74M0.95%-4,17913F-HRTimeline
CALTON & ASSOCIATES, INC.11,577$3.73M0.55%+14913F-HRTimeline
Ballast Rock Private Wealth LLC11,574$3.73M2.33%13F-HRTimeline
Gallagher Capital Advisors, LLC11,570$3.73M2.41%-56613F-HRTimeline
Beacon Financial Advisory LLC11,564$3.73M0.86%-2,55113F-HRTimeline
Meadow Creek Wealth Advisors LLC11,536$3.72M2.38%-11313F-HRTimeline
FWG Holdings, LLC12,146$3.72M1.41%-5113F-HR/ATimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,526$3.71M0.28%+7813F-HRTimeline
Spahn Wealth & Retirement LLC11,521$3.71M2.3%+16313F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,518$3.71M0.51%+82213F-HRTimeline
SONATA CAPITAL GROUP INC11,510$3.71M1.34%+71013F-HRTimeline
Pekin Hardy Strauss, Inc.11,506$3.71M0.34%+1,42613F-HRTimeline
Auxano Advisors, LLC11,503$3.71M0.73%-2313F-HRTimeline
Slocum, Gordon & Co LLP11,473$3.7M2.68%-20513F-HRTimeline
Moss Adams Wealth Advisors LLC11,466$3.69M0.27%+33613F-HRTimeline
Jain Global LLC11,418$3.68M0.04%-13,92413F-HRTimeline
Pinnacle Holdings, LLC11,412$3.68M1.24%-16613F-HRTimeline
Rockingstone Advisors LLC11,412$3.68M1.68%+45013F-HRTimeline
Miller Investment Management, LP11,410$3.68M0.36%013F-HRTimeline
St. Johns Investment Management Company…11,406$3.68M1.53%+9813F-HRTimeline
Carmignac Gestion11,400$3.67M0.05%+2,02913F-HRTimeline
MITCHELL SINKLER & STARR/PA11,389$3.67M1.66%-12013F-HRTimeline
Finivi Inc.11,375$3.67M2.12%-35513F-HRTimeline
Morton Capital Management LLC/CA11,373$3.66M0.56%-40913F-HRTimeline
Ruggiero Investments, Inc.11,363$3.66M3.31%13F-HRTimeline
SWP Investment Management LLC11,352$3.66M2.65%+2,83413F-HRTimeline
NORTH DALLAS BANK & TRUST CO11,348$3.66M2.38%13F-HRTimeline
Daytona Street Capital LLC11,342$3.65M2.84%13F-HRTimeline
BSW Wealth Partners11,319$3.65M0.44%-66013F-HRTimeline
Hudson Canyon Capital Management11,300$3.64M2.13%-42213F-HRTimeline
Tempo Wealth, LLC11,299$3.64M0.65%13F-HRTimeline
Tempus Wealth Planning, LLC11,298$3.64M0.83%-32513F-HRTimeline
Summit Financial Wealth Advisors, LLC11,298$3.64M0.52%-8813F-HRTimeline
Millstone Evans Group, LLC11,297$3.64M2.14%-5813F-HRTimeline
Well Done, LLC11,284$3.64M0.54%-4313F-HRTimeline
Aldebaran Capital, LLC11,282$3.64M3.26%-20013F-HRTimeline
Financial Management Professionals, Inc.11,272$3.63M0.37%-513F-HRTimeline
Greater Midwest Financial Group, LLC11,251$3.63M2.03%+41113F-HRTimeline
Abel Hall, LLC11,248$3.62M0.85%+5,91713F-HRTimeline
Sound Income Strategies, LLC11,598$3.62M0.17%+50913F-HRTimeline
Aspetuck Financial Management LLC11,225$3.62M2.43%+1613F-HRTimeline
Paradigm Capital Management, LLC/NV11,218$3.62M3.36%+39213F-HRTimeline
First Command Advisory Services, Inc.11,184$3.6M0.03%+54513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,180$3.6M0.4%+4,08113F-HRTimeline
Hilltop National Bank11,167$3.6M0.87%+82213F-HRTimeline
Directional Asset Management11,150$3.59M3.15%13F-HRTimeline
SYM FINANCIAL Corp11,120$3.58M0.37%+15013F-HRTimeline
Quantitative Investment Management, LLC11,093$3.57M0.35%+8,47713F-HRTimeline
Fortune Financial Advisors, LLC11,085$3.57M2.41%+1413F-HRTimeline
Exchange Bank11,066$3.57M2.47%-61913F-HRTimeline
MOKAN Wealth Management Inc.11,055$3.56M1.58%+1,69413F-HRTimeline
PW Nova Financial Services LLC10,938$3.56M1.35%13F-HRTimeline
Revisor Wealth Management LLC11,390$3.56M0.95%+4,49413F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,698$3.55M0.93%+5213F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC11,016$3.55M2.52%+75713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC11,000$3.54M1.44%-10413F-HRTimeline
WEST PACES ADVISORS INC.10,997$3.54M0.69%+4013F-HRTimeline
Scarborough Advisors, LLC10,994$3.54M0.6%+413F-HRTimeline
Pinnacle Wealth Management Group, Inc.10,993$3.54M1.77%-6813F-HRTimeline
YANKCOM Partnership10,971$3.54M1.5%-7113F-HRTimeline
Schrum Private Wealth Management LLC10,966$3.53M2.61%-413F-HRTimeline
G&S Capital LLC10,959$3.53M1.25%-22013F-HRTimeline
Focused Wealth Management, Inc10,940$3.53M0.37%+13313F-HRTimeline
Ayrshire Capital Management LLC10,933$3.52M1.62%new13F-HRTimeline