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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
Perennial Investment Advisors, LLC10,630$3.48M0.23%+1,75013F-HRTimeline
Meridian Financial Partners LLC10,029$3.48M1.19%+57413F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT10,618$3.48M1.7%-82913F-HRTimeline
Retirement Planning Group, LLC10,597$3.47M0.09%+53413F-HRTimeline
Well Done, LLC10,579$3.46M0.47%-52013F-HRTimeline
Gleason Group, Inc.10,577$3.46M0.3%+6613F-HRTimeline
SHUTTLEWORTH & Co10,567$3.46M2.77%+613F-HRTimeline
VUB Generali dochodkova spravcovska spo…10,537$3.45M2.38%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,516$3.44M0.91%-12613F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,505$3.44M0.4%+25013F-HRTimeline
WealthBridge Capital Management, LLC10,503$3.44M0.68%+3113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC10,486$3.43M0.13%-4,84213F-HRTimeline
China Universal Asset Management Co., L…10,483$3.43M0.21%+2,73113F-HRTimeline
V-Square Quantitative Management LLC10,469$3.43M0.33%+2,52713F-HRTimeline
Balboa Wealth Partners10,462$3.42M0.47%+86113F-HRTimeline
Quantbot Technologies LP10,446$3.42M0.13%-15,17413F-HRTimeline
Philadelphia Investment Partners, LLC10,442$3.42M2.13%+17413F-HRTimeline
Members Trust Co10,430$3.41M0.11%+4013F-HRTimeline
UNION SAVINGS BANK10,421$3.41M1.37%-26413F-HRTimeline
Gould Capital, LLC10,405$3.41M1.9%+21013F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC10,392$3.4M1.58%+76713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,378$3.4M0.91%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,377$3.4M0.61%+92913F-HRTimeline
SHP Wealth Management10,354$3.39M0.23%+52813F-HRTimeline
Granite Group Advisors, LLC10,352$3.39M2.01%-2313F-HRTimeline
Shum Financial Group, Inc.10,337$3.38M2.04%-5013F-HRTimeline
Peak Retirement Planning, Inc.10,332$3.38M0.54%+1,29613F-HRTimeline
Summit Financial Strategies, Inc.10,328$3.38M0.24%-27213F-HRTimeline
RW Investment Management LLC10,318$3.38M0.3%013F-HRTimeline
RFP Financial Group LLC10,316$3.38M1.51%+4,42713F-HRTimeline
Strategies Wealth Advisors, LLC10,314$3.38M0.3%-11513F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,311$3.38M1.24%-16913F-HRTimeline
Westfuller Advisors, LLC10,306$3.37M1.23%+2,55913F-HRTimeline
Elmwood Wealth Management, Inc.10,295$3.37M0.84%+50213F-HRTimeline
Autumn Glory Partners, LLC10,293$3.37M0.95%+113F-HRTimeline
Allegheny Financial Group10,284$3.37M0.36%+28213F-HRTimeline
Arcataur Capital Management LLC10,256$3.36M0.83%+5113F-HRTimeline
Z3 Capital Partners, LLC10,255$3.36M0.7%-6813F-HRTimeline
Plancorp, LLC9,998$3.34M0.08%+15313F-HRTimeline
IKE Capital, LLC10,216$3.34M1.76%-75313F-HRTimeline
JSF Financial, LLC10,206$3.34M0.54%-26313F-HRTimeline
WBH ADVISORY INC10,201$3.34M0.22%-62413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…10,205$3.34M0.38%+3713F-HRTimeline
Bleichroeder LP10,200$3.34M0.6%-4,80013F-HRTimeline
Point Windward Advisors Inc.10,181$3.33M1.47%-45713F-HRTimeline
W1M Asset Management Ltd10,164$3.33M0.03%-43713F-HRTimeline
Sandy Cove Advisors, LLC10,142$3.32M0.83%+37413F-HRTimeline
Basecamp Wealth Advisors LLC10,141$3.32M0.62%-713F-HRTimeline
Meadow Creek Wealth Advisors LLC10,130$3.32M2.02%-1,32913F-HRTimeline
Abel Hall, LLC10,120$3.31M0.57%+3,02413F-HRTimeline
Global Trust Asset Management, LLC10,091$3.3M1.03%+2,37413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,088$3.3M1.01%-10413F-HRTimeline
Oder Investment Management, LLC10,080$3.3M2.22%+9213F-HRTimeline
Meadowbrook Advisors Group, LLC10,074$3.3M1.76%-86813F-HRTimeline
InTrack Investment Management Inc10,068$3.3M1.63%+5213F-HRTimeline
Pointe Capital Management LLC10,062$3.29M1.47%+12313F-HRTimeline
CACTI ASSET MANAGEMENT LLC10,060$3.29M0.17%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC10,056$3.29M1.45%-38213F-HRTimeline
Hemenway Trust Co LLC10,040$3.29M0.23%-5713F-HRTimeline
FIRST FINANCIAL CORP /IN/10,030$3.28M1.14%-7913F-HRTimeline
Capital Advisors, Ltd. LLC10,026$3.28M0.33%-14713F-HRTimeline
Oslo Pensjonsforsikring AS10,019$3.28M0.38%013F-HRTimeline
United Community Bankin group United Community Bank10,015$3.28M1.01%-32813F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC9,982$3.27M0.47%+13113F-HRTimeline
Fortis Capital Advisors, LLC9,975$3.27M0.37%+1,47513F-HRTimeline
CKW FINANCIAL GROUP9,755$3.26M0.32%+4113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,951$3.26M0.82%+1713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,949$3.26M0.85%-16413F-HRTimeline
Lee Financial Co9,947$3.26M0.42%-13813F-HRTimeline
PKS Advisory Services, LLC9,943$3.25M0.52%+47113F-HRTimeline
CRUX WEALTH ADVISORS9,938$3.25M1.13%-37613F-HRTimeline
Legacy Wealth Management, LLC / MS9,928$3.25M0.83%-2,53713F-HRTimeline
S.E.E.D. Planning Group LLC9,927$3.25M0.86%-9213F-HRTimeline
BARRETT & COMPANY, INC.9,919$3.25M0.91%+37313F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI9,917$3.25M0.14%-9,20913F-HRTimeline
Cooper Financial Group9,911$3.24M0.27%-45113F-HRTimeline
Directional Asset Management9,878$3.23M3.08%-1,26113F-HRTimeline
Trail Ridge Investment Advisors, LLC9,869$3.23M1.36%-21213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC9,867$3.23M0.53%+32413F-HRTimeline
US Asset Management LLC9,861$3.23M2.46%-15113F-HRTimeline
SAGE RHINO CAPITAL LLC9,855$3.23M0.53%+5313F-HRTimeline
Wernau Asset Management Inc.9,835$3.22M3.05%+22013F-HRTimeline
Corundum Group, Inc.9,835$3.22M0.95%+8713F-HRTimeline
Adelphi Trust Co9,825$3.22M2.13%+2,38313F-HRTimeline
SJBENEN ADVISORY, LLC9,700$3.21M1.9%013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC9,804$3.21M0.19%-1013F-HRTimeline
Kidder Stephen W9,803$3.21M0.81%013F-HRTimeline
Hartford Funds Management Co LLC9,801$3.21M0.26%+82713F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.9,795$3.21M0.57%013F-HRTimeline
SANDERS MORRIS HARRIS LLC9,780$3.2M1.86%-8,86113F-HRTimeline
Gen-Wealth Partners Inc9,777$3.2M0.89%+51113F-HRTimeline
Applied Capital LLC/FL9,771$3.2M2.14%-1013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD9,767$3.2M0.66%13F-HRTimeline
First County Bank /CT/9,744$3.19M1.5%+1,15613F-HRTimeline
Bannerstone Capital Management, LLC9,720$3.18M2.68%-313F-HRTimeline
First Command Advisory Services, Inc.9,714$3.18M0.02%-1,90113F-HRTimeline
Legacy Bridge, LLC9,712$3.18M0.98%013F-HRTimeline
Evergreen Wealth Management, LLC9,704$3.18M1.49%+1,45713F-HRTimeline
TKG Advisors, LLC9,667$3.16M1.1%+53413F-HRTimeline
GoalVest Advisory LLC9,656$3.16M0.59%-4,67613F-HRTimeline
Notis-McConarty Edward9,628$3.15M1.36%013F-HRTimeline
Wealthquest Corp9,622$3.15M0.2%+55813F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…9,602$3.14M1.05%+49113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…9,594$3.14M0.45%+36313F-HRTimeline
REIK & CO., LLC9,590$3.14M0.82%013F-HRTimeline
DE BURLO GROUP INC9,581$3.14M0.57%+113F-HRTimeline
First Citizens Financial Corp9,571$3.13M1.31%-30513F-HRTimeline
Ducere Wealth Management LLC9,545$3.12M0.94%+11213F-HRTimeline
Sunbeam Capital Management, LLC9,542$3.12M1.43%+21413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC9,540$3.12M2%+30113F-HRTimeline
First Bank & Trust9,538$3.12M0.46%-8013F-HRTimeline
Bullock Wealth Management Group9,341$3.12M1.35%+1,85613F-HRTimeline
South Street Advisors LLC9,518$3.12M0.41%013F-HRTimeline
Quantum Financial Advisors, LLC9,511$3.11M0.31%+18013F-HRTimeline
HMS Capital Management, LLC9,506$3.11M1.16%-14713F-HRTimeline
Grant Private Wealth Management Inc9,490$3.11M1.31%+51213F-HRTimeline
Keudell/Morrison Wealth Management9,490$3.11M0.59%+1613F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC9,482$3.1M0.1%-12413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.9,476$3.1M1.13%+3313F-HRTimeline
Kapstone Financial Advisors LLC9,463$3.1M1.3%+31313F-HRTimeline
High Net Worth Advisory Group LLC9,458$3.1M0.66%+4113F-HRTimeline
Vivid Wealth Management, LLC9,453$3.09M1.09%-5213F-HRTimeline
Inman Jager Wealth Management, LLC9,452$3.09M1.65%+78413F-HRTimeline
Powell Investment Advisors, LLC9,451$3.09M0.98%-40213F-HRTimeline
P.A.W. CAPITAL CORP9,445$3.09M2.37%-1,14513F-HR/ATimeline
Weil Company, Inc.9,436$3.09M0.54%-3,40913F-HRTimeline
CALTON & ASSOCIATES, INC.9,436$3.09M0.45%-2,21613F-HRTimeline
Terril Brothers, Inc.9,425$3.09M0.8%013F-HRTimeline
Cadia Private Client LLC9,403$3.08M2.21%+413F-HRTimeline
Alexander Randolph Advisory, Inc.9,385$3.07M2.53%-77213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,995$3.07M0.44%+9713F-HRTimeline
Godshalk Welsh Capital Management, Inc.9,370$3.07M1.65%-12513F-HRTimeline
N.E.W. Advisory Services LLC9,356$3.06M0.2%+7213F-HRTimeline
Boomfish Wealth Group, LLC9,353$3.06M1.39%+22213F-HRTimeline
NorthStar Asset Management LLC /NJ/9,326$3.05M1.24%-2513F-HRTimeline
Walsky Investment Management, Inc.9,312$3.05M2.83%-17413F-HRTimeline
Black Diamond Financial, LLC9,300$3.04M0.27%-613F-HRTimeline
Prentice Wealth Management LLC9,298$3.04M0.63%+11213F-HRTimeline
Papamarkou Wellner Asset Management inc.10,344$3.04M1.91%013F-HRTimeline
Redhawk Wealth Advisors, Inc.9,296$3.04M0.3%-47113F-HRTimeline
Westview Management dba Westview Invest…9,261$3.03M1.48%-30213F-HRTimeline
Front Row Advisors LLC8,362$3.03M0.88%-27013F-HRTimeline
Tower View Wealth Management LLC9,245$3.03M1.33%-51213F-HRTimeline
NAVELLIER & ASSOCIATES INC9,240$3.02M0.24%+1,00013F-HRTimeline
Westmount Partners, LLC9,237$3.02M0.67%+11313F-HRTimeline
LexAurum Advisors, LLC9,218$3.02M0.35%-6313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…9,218$3.02M0.3%+32113F-HRTimelineGroup
MRP Capital Investments, LLC9,208$3.01M2.22%-7313F-HRTimeline
Asio Capital, LLC9,178$3M0.38%-31913F-HRTimeline
Kingstone Capital Partners Texas, LLC9,173$3M1.6%-36113F-HRTimeline
Chesapeake Wealth Management9,165$3M0.84%-34013F-HRTimeline
Cromwell Holdings LLC9,150$3M1.34%+23713F-HRTimeline
Windsor Capital Management, LLC9,139$2.99M0.78%-74813F-HRTimeline
IRON Financial LLC9,134$2.99M1.23%-6913F-HRTimeline
Sunpointe, LLC9,130$2.99M0.85%-1,42113F-HRTimeline
OARSMAN CAPITAL, INC.9,101$2.98M0.32%+69713F-HRTimeline
CFC Planning Co LLC9,085$2.97M1.76%013F-HRTimeline
Rossby Financial, LCC9,077$2.97M0.54%+2,12413F-HRTimeline
Astoria Portfolio Advisors LLC.9,073$2.97M0.5%+89813F-HRTimeline
Keebeck Wealth Management9,065$2.97M0.29%+62913F-HRTimeline
Mendel Capital Management LLC9,065$2.97M1.34%-13013F-HRTimeline
BlackDiamond Wealth Management, LLC8,225$2.96M1.2%-3613F-HRTimeline
Yukon Wealth Management, Inc.9,039$2.96M0.85%new13F-HRTimeline
MWA Asset Management9,038$2.96M1.34%-6913F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO9,034$2.96M0.32%-90013F-HRTimelineGroup
Pinion Investment Advisors, LLC9,032$2.96M0.56%+24413F-HRTimeline
Brown Financial Advisors9,025$2.95M1.03%+4913F-HRTimeline
Talon Private Wealth, LLC9,004$2.95M0.34%-36113F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC9,000$2.95M1.94%+5,45513F-HRTimeline
Emprise Bank8,997$2.94M1.08%-7613F-HRTimeline
WORLD EQUITY GROUP, INC.8,987$2.94M0.66%-12913F-HRTimeline
Cannon Capital Management, Inc.8,980$2.94M2.5%+7413F-HRTimeline
Storen Legacy Partners, LLC8,978$2.94M0.8%+1,20513F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC8,972$2.94M1.15%-6313F-HRTimeline
CAPE ANN SAVINGS BANK8,972$2.94M1.38%-7013F-HRTimeline
Carson Advisory Inc.8,963$2.93M1.35%-1113F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…8,952$2.93M1.2%+1,92813F-HRTimeline
Monte Financial Group, LLC8,321$2.93M0.94%-7513F-HRTimeline
Keystone Financial Services8,929$2.92M0.75%+8013F-HRTimeline
DELTEC ASSET MANAGEMENT LLC8,925$2.92M0.43%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,925$2.92M0.63%+9013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…8,899$2.91M1.92%-16813F-HRTimeline
AAFMAA Wealth Management & Trust LLC8,898$2.91M1.02%-62713F-HRTimeline
Schneider Downs Wealth Management Advis…8,889$2.91M0.27%+1313F-HRTimeline
Byrne Asset Management LLC8,888$2.91M1.57%-72713F-HRTimeline
Faithward Advisors, LLC8,883$2.91M0.35%-43513F-HRTimeline
Range Advisory, LLC8,876$2.91M0.35%+2,58613F-HRTimeline
Foster Group, Inc.8,862$2.9M0.08%+16213F-HRTimeline
ELCO Management Co., LLC8,856$2.9M1.25%+9213F-HRTimeline
IBEX WEALTH ADVISORS8,850$2.9M0.23%-16,38313F-HRTimeline
FORA Capital, LLC8,849$2.9M0.2%+5,38913F-HRTimeline
Benchmark Investment Advisors LLC8,840$2.89M1.27%-14613F-HRTimeline
Legacy Edge Advisors, LLC8,830$2.89M0.27%-6313F-HR/ATimeline
Bolthouse Investments, LLC8,802$2.88M2.33%013F-HRTimeline
AK GLOBAL ASSET MANAGEMENT, LLC8,800$2.88M2.44%+35013F-HRTimeline
BENNETT SELBY INVESTMENTS LP8,800$2.88M0.92%+3913F-HRTimeline
ATWOOD & PALMER INC8,799$2.88M0.15%-5213F-HRTimeline
Fairtree Asset Management (Pty) Ltd8,773$2.87M1.1%013F-HRTimeline
M. Kraus & Co8,762$2.87M0.76%+3513F-HRTimeline
Winning Points Advisors, LLC20,661$2.87M3.78%-27413F-HRTimeline