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Disclosery

JPM JPMORGAN CHASE & CO

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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
CACTI ASSET MANAGEMENT LLC10,410$2.99M0.21%-50013F-HRTimeline
Addison Advisors LLC10,308$2.99M0.75%+1,69313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…10,308$2.99M0.03%-93413F-HRTimelineGroup
Consolidated Portfolio Review Corp10,303$2.99M0.41%+48413F-HRTimeline
Granite Group Advisors, LLC10,279$2.98M1.79%-2313F-HRTimeline
Summit Financial Wealth Advisors, LLC10,269$2.98M0.53%+71413F-HRTimeline
CKW FINANCIAL GROUP10,250$2.98M0.34%-18013F-HRTimeline
Vivid Wealth Management, LLC10,264$2.98M1.31%-82813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,258$2.97M0.57%+32313F-HRTimeline
WOLFF WIESE MAGANA LLC10,255$2.97M1.84%-49713F-HRTimeline
Kidder Stephen W10,253$2.97M0.89%-28713F-HRTimeline
HHM Wealth Advisors, LLC10,242$2.97M0.35%-9913F-HRTimeline
LifeSteps Financial, Inc.10,232$2.97M2.04%+24313F-HRTimeline
Farrow Financial, Inc.10,224$2.96M1.8%-46113F-HRTimeline
Core Wealth Partners LLC10,223$2.96M1.5%+1,59613F-HRTimeline
First Bank & Trust10,202$2.96M0.53%-30713F-HRTimeline
Austin Private Wealth, LLC10,194$2.96M0.23%+45413F-HRTimeline
Alexander Randolph Advisory, Inc.10,193$2.96M2.65%-2,53613F-HRTimeline
Sky Investment Group LLC10,180$2.95M0.52%+7513F-HRTimeline
High Net Worth Advisory Group LLC10,176$2.95M0.78%-55513F-HRTimeline
My Legacy Advisors, LLC10,234$2.95M1.05%+33613F-HRTimeline
Waterway Wealth Management, LLC10,147$2.94M0.89%+2,34613F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,148$2.94M1.2%-29513F-HRTimeline
Sandy Cove Advisors, LLC10,137$2.94M1.06%+1,18613F-HRTimeline
SYM FINANCIAL Corp10,108$2.93M0.33%+3,88413F-HRTimeline
Wernau Asset Management Inc.10,108$2.93M3.31%-1,45013F-HRTimeline
Bath Savings Trust Co10,093$2.93M0.3%-5113F-HRTimeline
Hemington Wealth Management10,088$2.92M0.42%+16513F-HRTimeline
2UniFi Bank10,084$2.92M1.66%+31313F-HRTimeline
Perennial Investment Advisors, LLC10,060$2.92M0.28%+34113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,051$2.91M1.09%+1113F-HRTimeline
Corundum Group, Inc.10,041$2.91M1.29%-2313F-HRTimeline
Pinion Investment Advisors, LLC10,041$2.91M1%+6113F-HRTimeline
MWA Asset Management10,039$2.91M1.78%-25213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC10,033$2.91M1.52%+1,96113F-HRTimeline
ADVENT CAPITAL MANAGEMENT /DE/10,000$2.9M0.06%new13F-HRTimeline
Windsor Capital Management, LLC9,991$2.9M0.84%-49413F-HRTimeline
SAGE RHINO CAPITAL LLC9,991$2.9M0.61%-4313F-HRTimeline
Kathmere Capital Management, LLC9,981$2.89M0.22%+1,90113F-HRTimeline
Matrix Trust Co9,952$2.88M0.46%-7313F-HRTimeline
Pointe Capital Management LLC9,943$2.88M1.5%013F-HRTimeline
US Asset Management LLC9,934$2.88M2.5%-2713F-HRTimeline
Carson Advisory Inc.9,933$2.88M1.83%-5013F-HRTimeline
MBL Wealth, LLC9,917$2.88M0.28%-21713F-HRTimeline
Allegheny Financial Group9,914$2.87M0.64%+13113F-HRTimeline
Godshalk Welsh Capital Management, Inc.9,905$2.87M1.77%-14513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,884$2.87M1.14%-9713F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.9,875$2.86M0.53%013F-HRTimeline
PEOPLES BANK /OH9,868$2.86M1.77%-7513F-HRTimeline
Powell Investment Advisors, LLC9,853$2.86M1.07%+2,73113F-HRTimeline
Aspire Growth Partners LLC9,850$2.86M2.34%-7213F-HRTimeline
Sather Financial Group Inc9,844$2.85M0.17%+9313F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,843$2.85M0.22%-3,37513F-HRTimeline
Notis-McConarty Edward9,843$2.85M1.39%-11013F-HRTimeline
Kingstone Capital Partners Texas, LLC9,836$2.85M1.86%-2,11513F-HR/ATimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…9,804$2.84M0.42%-67013F-HRTimeline
Chesapeake Wealth Management9,777$2.83M0.95%-26213F-HRTimeline
Pinnacle Wealth Management, LLC9,765$2.83M2.37%+8,13613F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.9,759$2.83M2.27%-1813F-HRTimeline
Masso Torrence Wealth Management Inc.9,756$2.83M1.31%+41713F-HRTimeline
O'Keefe Stevens Advisory, Inc.9,755$2.83M0.8%+87013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC9,752$2.83M0.6%-52113F-HRTimeline
Net Worth Advisory Group9,720$2.82M0.62%-29313F-HRTimeline
Leo Wealth, LLC9,753$2.82M0.22%+4,35813F-HRTimeline
Financial Perspectives, Inc9,719$2.82M0.85%+413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,708$2.81M1.01%-1,74913F-HRTimeline
AA Financial Advisors, LLC9,703$2.81M0.61%-96113F-HRTimeline
EARNED WEALTH ADVISORS, LLC9,702$2.81M0.55%+46313F-HRTimeline
IMS Capital Management9,701$2.81M1.31%-10413F-HRTimeline
PCG ASSET MANAGEMENT, LLC9,695$2.81M2.42%-24913F-HRTimeline
Meridian Financial Partners LLC9,680$2.81M1.32%-34013F-HRTimeline
Brown Financial Advisors9,662$2.8M1.09%-26013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC9,660$2.8M0.15%new13F-HRTimeline
Amplius Wealth Advisors, LLC9,649$2.8M0.26%-1,48913F-HRTimeline
Constant Guidance Financial LLC9,684$2.79M2.81%new13F-HRTimeline
Terril Brothers, Inc.9,633$2.79M1.05%+5013F-HRTimeline
Elmwood Wealth Management, Inc.9,619$2.79M1.11%-19813F-HRTimeline
Waterfront Wealth Inc.9,617$2.79M0.63%-11313F-HRTimeline
Pekin Hardy Strauss, Inc.9,615$2.79M0.32%-2,13513F-HRTimeline
NorthStar Asset Management LLC /NJ/9,614$2.79M1.47%+27013F-HRTimeline
Autumn Glory Partners, LLC9,613$2.79M1.3%+17213F-HRTimeline
CFO4Life Group, LLC9,592$2.78M0.43%-39313F-HRTimeline
Trust Investment Advisors9,582$2.78M1.69%-88413F-HRTimeline
Triad Wealth Partners, LLC9,564$2.77M0.56%+1,73413F-HRTimeline
Brookwood Investment Group LLC9,554$2.77M0.45%+4,61613F-HRTimeline
DOHJ, LLC11,490$2.77M0.8%+1,56013F-HRTimeline
China Universal Asset Management Co., L…9,543$2.77M0.26%-6,10513F-HRTimeline
Medallion Wealth Advisors, LLC9,530$2.77M1.07%+8113F-HRTimeline
Faithward Advisors, LLC9,531$2.76M0.43%-83613F-HRTimeline
FULLCIRCLE WEALTH LLC9,383$2.76M1.03%+6513F-HRTimeline
DE BURLO GROUP INC9,508$2.76M0.36%-13013F-HRTimeline
Fortitude Family Office, LLC9,506$2.76M0.91%-88413F-HRTimeline
CORNERSTONE ENTERPRISES, LLC9,495$2.75M1.48%-5,61213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,488$2.75M1.26%-8413F-HRTimeline
Keudell/Morrison Wealth Management9,484$2.75M0.61%-94113F-HRTimeline
Crescent Grove Advisors, LLC9,468$2.74M0.27%-1,35113F-HRTimeline
Strategies Wealth Advisors, LLC9,466$2.74M0.3%-16213F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK9,461$2.74M1.49%+2513F-HRTimeline
Eukles Asset Management9,432$2.73M1.12%-3313F-HRTimeline
Concentric Capital Strategies, LP9,432$2.73M0.15%-3,90513F-HRTimeline
Astoria Portfolio Advisors LLC.9,183$2.72M0.77%-28113F-HRTimeline
Papamarkou Wellner Asset Management inc.9,382$2.72M1.8%+15613F-HRTimeline
Emprise Bank9,372$2.72M1.3%+5313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,359$2.71M0.18%-1,61513F-HRTimeline
NAPA WEALTH MANAGEMENT9,332$2.71M1.29%new13F-HRTimeline
Asio Capital, LLC9,328$2.7M0.45%+29013F-HRTimeline
NFSG Corp9,323$2.7M0.44%+3,41913F-HRTimeline
Prentice Wealth Management LLC9,314$2.7M0.71%-35013F-HRTimeline
KELLEHER FINANCIAL ADVISORS9,311$2.7M0.94%+2,56613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC9,309$2.7M0.59%+17513F-HRTimeline
Kapstone Financial Advisors LLC9,306$2.7M1.35%-2013F-HRTimeline
First Heartland Consultants, Inc.9,303$2.7M0.24%+81713F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC9,281$2.69M2.06%-1513F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC9,280$2.69M2%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…9,279$2.69M1.78%-13913F-HRTimeline
N.E.W. Advisory Services LLC9,255$2.68M0.26%+71613F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC9,235$2.68M2.51%13F-HRTimeline
REIK & CO., LLC9,210$2.67M0.67%+6,47813F-HRTimeline
Samalin Investment Counsel, LLC9,191$2.66M1.02%-7113F-HRTimeline
Altman Advisors, Inc.9,165$2.66M1.09%+6713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,178$2.66M1.12%-8513F-HR/ATimelineGroup
ROI Financial Advisors, LLC9,158$2.66M1.69%+1,47113F-HRTimeline
Hilltop Partners LLC9,141$2.65M0.8%+89013F-HRTimeline
Savoie Capital LLC9,129$2.65M0.33%013F-HRTimeline
Legacy Bridge, LLC9,115$2.64M1.25%013F-HRTimeline
Independent Solutions Wealth Management…9,086$2.63M0.51%+71913F-HRTimeline
Navalign, LLC9,086$2.63M0.73%-47513F-HRTimeline
Kercheville Advisors, LLC9,065$2.63M0.91%+7,01513F-HRTimeline
Mendel Capital Management LLC9,057$2.63M1.5%-14013F-HRTimeline
Charter Oak Capital Management, LLC9,056$2.63M0.22%+31013F-HRTimeline
TKG Advisors, LLC9,054$2.62M1.18%-7713F-HRTimeline
IRON Financial LLC9,050$2.62M1.39%+6513F-HRTimeline
ATWOOD & PALMER INC9,043$2.62M0.16%+9413F-HRTimeline
Keystone Wealth Services, LLC9,029$2.62M0.63%+1,46313F-HRTimeline
Yukon Wealth Management, Inc.9,020$2.62M0.94%+8913F-HRTimeline
BIRCHBROOK, INC.9,002$2.61M1.4%-15113F-HRTimeline
Freemont Management S.A.9,000$2.61M0.43%+2,10013F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC9,000$2.61M2.63%-5713F-HRTimeline
Virtue Capital Management, LLC8,999$2.61M0.48%-2,01413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,981$2.6M0.33%+15913F-HRTimeline
Warm Springs Advisors Inc.8,975$2.6M2.23%-15813F-HRTimeline
Wealthquest Corp8,925$2.59M0.2%+13213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,734$2.59M0.46%+1,14513F-HRTimeline
BENNETT SELBY INVESTMENTS LP8,917$2.59M0.92%013F-HRTimeline
Cromwell Holdings LLC8,913$2.58M1.57%013F-HRTimeline
Great Diamond Partners, LLC8,904$2.58M0.55%+5,51213F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA8,903$2.58M0.68%-12513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd8,912$2.58M0.18%-1,30013F-HRTimelineGroup
Total Wealth Planning, LLC8,899$2.58M0.33%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,894$2.58M0.65%+47913F-HRTimeline
Strait & Sound Wealth Management LLC8,890$2.58M1.09%-56213F-HRTimeline
Westbourne Investment Advisors, Inc.8,890$2.58M0.78%+40013F-HRTimeline
Westmount Partners, LLC8,883$2.58M0.71%-813F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,876$2.57M0.84%-2,05413F-HRTimeline
CORRADO ADVISORS, LLC8,853$2.57M1.57%-33713F-HRTimeline
Prossimo Advisors, LLC8,831$2.56M2.06%+1013F-HRTimeline
South Street Advisors LLC8,807$2.55M0.38%+2513F-HRTimeline
United Community Bankin group United Community Bank8,800$2.55M0.87%-76713F-HRTimelineGroup
Hummer Financial Advisory Services Inc8,790$2.55M1.91%013F-HRTimeline
Trail Ridge Investment Advisors, LLC8,600$2.55M1.23%-27613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,787$2.55M0.69%013F-HRTimeline
Front Row Advisors LLC8,786$2.55M0.89%+15013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding8,786$2.55M+1,231Timeline
OARSMAN CAPITAL, INC.8,757$2.54M0.4%-17713F-HRTimeline
Wealth Management Associates, Inc.8,737$2.53M0.99%+57213F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC8,717$2.53M1.38%-26013F-HRTimeline
Stephens Consulting, LLC8,701$2.52M0.6%+90613F-HRTimeline
Bouchey Financial Group, Ltd.8,696$2.52M0.21%+17413F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC8,693$2.52M1.48%-1,08213F-HRTimeline
Rodgers Brothers Inc.8,685$2.52M0.32%013F-HRTimeline
Bordeaux Wealth Advisors LLC8,672$2.51M0.32%-14513F-HRTimeline
Inman Jager Wealth Management, LLC8,669$2.51M1.7%+9513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,665$2.51M1.55%-1713F-HRTimeline
Keystone Financial Services8,655$2.51M0.85%+12913F-HRTimeline
Sunbeam Capital Management, LLC8,651$2.51M1.9%+39213F-HRTimeline
STANCE CAPITAL LLC8,647$2.51M0.94%new13F-HRTimeline
Security Financial Services, INC.8,643$2.51M0.44%+1,05413F-HRTimeline
ANB BANK8,636$2.5M1.12%-16513F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,636$2.5M0.94%-28813F-HRTimeline
Monte Financial Group, LLC8,632$2.5M0.97%+7713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…8,622$2.5M0.4%+83413F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC8,831$2.5M1.38%-18513F-HRTimeline
W ADVISORS, LLC8,604$2.49M1.43%-14113F-HRTimeline
Bayesian Capital Management, LP8,602$2.49M0.39%new13F-HRTimeline
CIM, LLC8,600$2.49M0.34%-6613F-HRTimeline
Citadel Investment Advisory, Inc.8,599$2.49M1.21%-28713F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC8,593$2.49M1.2%+2113F-HRTimeline
JNBA Financial Advisors8,585$2.49M0.24%-4113F-HRTimeline
Centerpoint Advisory Group8,579$2.49M2.16%+79313F-HRTimeline
M. Kraus & Co8,572$2.49M0.73%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.8,563$2.48M0.63%+2,49613F-HRTimeline
Texas Capital Bancshares Inc/TX8,559$2.48M0.9%-13013F-HRTimeline
Vigilare Wealth Management8,551$2.48M0.93%+4,85813F-HRTimeline
Legacy Edge Advisors, LLC8,547$2.48M0.33%+27613F-HRTimeline
Paulson Wealth Management Inc.8,544$2.48M0.64%-2113F-HRTimeline
NAVELLIER & ASSOCIATES INC8,540$2.48M0.31%013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC8,540$2.48M1.29%-2,21913F-HRTimeline
City State Bank8,538$2.48M0.78%-12913F-HRTimeline
Vision Capital Management, Inc.8,535$2.47M0.33%-70513F-HRTimeline
Prairie Sky Financial Group LLC8,533$2.47M1.36%013F-HRTimeline