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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
Navalign, LLC8,756$2.87M0.67%-2913F-HRTimeline
Chancellor Financial Group WB LP8,754$2.87M1.77%+68913F-HRTimeline
IFG Advisors, LLC8,748$2.86M0.39%-4113F-HRTimeline
Hummer Financial Advisory Services Inc8,740$2.86M1.88%013F-HRTimeline
Waterway Wealth Management, LLC8,739$2.86M0.58%+11413F-HRTimeline
Mainstream Capital Management LLC8,738$2.86M1.72%-1713F-HRTimeline
Prairie Wealth Advisors, Inc.0$2.86M0.68%013F-HRTimelineAmount filed as zero, left out of ratios.
Bath Savings Trust Co8,729$2.86M0.3%+55513F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC8,720$2.85M0.63%+14513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,716$2.85M0.15%+17013F-HRTimeline
Costello Asset Management, INC8,700$2.85M0.85%+13213F-HRTimeline
ANCHYRA PARTNERS LLC8,683$2.84M0.68%+53613F-HRTimeline
Berkeley Capital Partners, LLC8,667$2.84M0.58%+13213F-HRTimeline
City State Bank8,656$2.83M0.65%-4913F-HRTimeline
CIM, LLC8,651$2.83M0.37%+30913F-HRTimeline
CORA CAPITAL ADVISORS LLC8,648$2.83M0.79%-18313F-HRTimeline
Sovereign Financial Group, Inc.8,640$2.83M0.43%+25713F-HRTimeline
O'Domhnaill Enterprises, Inc.8,635$2.83M2.26%+3,86813F-HRTimeline
Wealth Management Associates, Inc.8,631$2.83M0.78%+30513F-HRTimeline
SHAKER INVESTMENTS LLC/OH8,630$2.82M1.02%-8213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8,618$2.82M1.75%-26213F-HRTimeline
Platform Wealth Management, LLC8,613$2.82M1.03%13F-HRTimeline
Serenity Investment Advisors8,008$2.82M1.2%-20613F-HRTimeline
JNBA Financial Advisors8,578$2.81M0.21%+2013F-HRTimeline
Greykasell Wealth Strategies, Inc.8,577$2.81M1.02%+2013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.8,577$2.81M0.31%013F-HRTimeline
Invst, LLC8,563$2.8M0.27%+3113F-HRTimeline
Westbourne Investment Advisors, Inc.8,555$2.8M0.77%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC8,554$2.8M2.01%+2113F-HRTimeline
GILDER GAGNON HOWE & CO LLC8,543$2.8M0.03%-59213F-HRTimeline
Trust Investment Advisors8,541$2.8M1.34%-2413F-HRTimeline
Affiance Financial, LLC8,532$2.79M0.4%013F-HRTimeline
Virtue Capital Management, LLC8,533$2.79M0.37%-39313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,921$2.79M0.57%-813F-HRTimeline
Verum Partners LLC8,511$2.79M0.42%+1,85213F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/8,500$2.78M3.58%013F-HRTimeline
Curtis Advisory Group, LLC8,500$2.78M0.54%013F-HRTimeline
Bouchey Financial Group, Ltd.8,495$2.78M0.18%+17213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8,488$2.78M0.24%+71113F-HRTimelineGroup
Rodgers Brothers Inc.8,478$2.78M0.27%013F-HRTimeline
Fortitude Advisory Group L.L.C.8,476$2.77M1.06%+28313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC8,470$2.77M1.21%+1113F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,462$2.77M1.55%013F-HRTimeline
Johnson Financial Group, LLC8,455$2.77M0.15%+2,69713F-HRTimeline
Keystone Wealth Services, LLC8,437$2.76M0.51%+27013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,427$2.76M0.85%-7913F-HRTimeline
Citadel Investment Advisory, Inc.8,422$2.76M1.25%013F-HRTimeline
Convergence Investment Partners, LLC8,406$2.75M0.26%-6,55113F-HRTimeline
111 Capital8,402$2.75M0.47%+2,64513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.8,399$2.75M1.48%+99913F-HRTimeline
Ethos Capital Management, Inc.8,398$2.75M1.96%+2,33913F-HRTimeline
Roxbury Financial LLC8,385$2.74M2.17%+6813F-HRTimeline
Samalin Investment Counsel, LLC8,381$2.74M0.88%-22013F-HRTimeline
Bay Capital Advisors, LLC8,380$2.74M1.47%-1813F-HRTimeline
Cypress Capital Management LLC (WY)8,379$2.74M2.29%-1213F-HRTimeline
McElhenny Sheffield Capital Management,…8,372$2.74M0.68%-96713F-HRTimeline
WMS Group LLC8,364$2.74M3.53%-39613F-HRTimeline
Income Insurance Ltd8,359$2.74M1.63%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
1900 WEALTH MANAGEMENT LLC8,355$2.73M0.15%+90713F-HRTimeline
LaSalle St. Investment Advisors, LLC8,351$2.73M0.33%-13013F-HRTimeline
Strait & Sound Wealth Management LLC8,348$2.73M0.96%-73313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC8,327$2.73M0.4%-26813F-HRTimeline
Eaton Financial Holdings Company, LLC8,323$2.72M0.75%+32013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,308$2.72M0.43%+1,88813F-HRTimeline
Waterfront Wealth Inc.8,082$2.72M0.42%-1613F-HRTimeline
Root Financial Partners, LLC8,305$2.72M0.11%+86613F-HRTimeline
Deane Retirement Strategies, Inc.8,280$2.71M1.15%new13F-HRTimeline
CORRADO ADVISORS, LLC8,281$2.71M1.25%-3313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,273$2.71M0.58%-8613F-HRTimeline
Cheviot Value Management, LLC8,273$2.71M0.28%+10013F-HRTimeline
Southeast Asset Advisors, LLC8,269$2.71M0.27%+213F-HRTimeline
STABLEFORD CAPITAL II LLC8,265$2.71M0.94%-19413F-HRTimeline
Towne Trust Company, N.A8,261$2.7M0.82%+69513F-HRTimeline
West Family Investments, Inc.8,256$2.7M0.78%+3,95513F-HRTimeline
Farrow Financial, Inc.8,252$2.7M1.44%+11013F-HRTimeline
Mendel Money Management8,250$2.7M0.99%-23113F-HRTimeline
QTR Family Wealth, LLC8,244$2.7M0.94%+97813F-HRTimeline
WRAPMANAGER INC8,244$2.7M0.84%-10513F-HRTimeline
Northstar Advisory Group, LLC8,236$2.7M0.84%-41513F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.8,232$2.69M0.67%013F-HRTimeline
Wealth Group, Ltd.8,232$2.69M0.67%+3,68613F-HRTimeline
Key Client Fiduciary Advisors, LLC8,229$2.69M0.78%-3013F-HRTimeline
Gilman Hill Asset Management, LLC8,202$2.68M0.37%+45813F-HRTimeline
Net Worth Advisory Group8,187$2.68M0.68%-55313F-HRTimeline
First Heartland Consultants, Inc.8,168$2.67M0.17%+19313F-HRTimeline
Gilbert & Cook, Inc.8,168$2.67M0.31%+2613F-HRTimeline
SEEDS INVESTOR LLC8,159$2.67M0.27%+1,00213F-HRTimeline
BIRCHBROOK, INC.8,157$2.67M1.25%-69313F-HRTimeline
EAGLE WEALTH STRATEGIES LLC8,148$2.67M1.02%+613F-HRTimeline
Balance Wealth Partners LLC8,145$2.67M0.71%+83413F-HRTimeline
Asset Advisory Group, Inc.8,142$2.67M1.16%013F-HRTimeline
One Wealth Advisors, LLC8,131$2.66M0.29%+19613F-HRTimeline
Midway Capital Research & Management8,122$2.66M2.11%+7213F-HRTimeline
626 Financial, LLC8,117$2.66M1.04%-9513F-HRTimeline
ANB BANK8,101$2.65M0.99%-22113F-HRTimeline
COMMONS CAPITAL, LLC8,098$2.65M1.85%+10113F-HRTimeline
Saiph Capital, LLC8,098$2.65M0.79%+49313F-HRTimeline
Tudor Financial Inc.8,097$2.65M1.19%-3313F-HR/ATimeline
FORTEM FINANCIAL GROUP, LLC8,070$2.64M0.54%-74913F-HRTimeline
Lantz Financial LLC8,068$2.64M0.48%-1513F-HRTimeline
Warm Springs Advisors Inc.8,067$2.64M1.83%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,058$2.64M0.96%+1,87213F-HRTimeline
Ruggiero Investments, Inc.8,058$2.64M2.24%-3,52313F-HRTimeline
Centerpoint Advisory Group8,041$2.63M1.67%-53813F-HRTimeline
RFG - Bristol Wealth Advisors, LLC8,035$2.63M0.64%-27913F-HRTimeline
Global Wealth Strategies & Associates8,027$2.63M0.5%+6,40013F-HRTimeline
Orion Capital Management LLC8,024$2.63M0.82%013F-HRTimeline
Cercano Management LLC8,022$2.63M0.35%-20,36313F-HR/ATimeline
HBW ADVISORY SERVICES LLC8,014$2.62M0.24%+94513F-HRTimeline
McAdam, LLC8,014$2.62M0.1%+1,99413F-HRTimeline
Orographic Financial Advisors, LLC7,185$2.62M1.74%-64513F-HRTimeline
Aspen Wealth Strategies, LLC8,013$2.62M1.27%-4213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…8,002$2.62M0.56%-10013F-HRTimeline
GoodHaven Capital Management, LLC8,000$2.62M0.83%013F-HRTimeline
PATRON PARTNERS, LLC7,985$2.61M1%+1,21513F-HRTimeline
Accel Wealth Management7,968$2.61M0.59%-11513F-HRTimeline
Stanley-Laman Group, Ltd.7,956$2.6M0.26%+8613F-HRTimeline
JMAC ENTERPRISES LLC7,956$2.6M0.44%013F-HRTimeline
Element Wealth, LLC7,946$2.6M0.98%-14713F-HRTimeline
American State Bank (Iowa)7,939$2.6M1.05%+17313F-HRTimeline
NFSG Corp7,919$2.59M0.32%+3,96613F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA7,903$2.59M0.55%-20013F-HRTimeline
TI-TRUST, INC7,895$2.58M1.39%013F-HRTimeline
Northstar Group, Inc.7,890$2.58M0.33%-5013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,877$2.58M0.44%+1,04313F-HRTimeline
Tortuga Wealth Management, Inc7,870$2.58M1.95%-27813F-HRTimeline
Johnson & White Wealth Management, LLC7,866$2.57M0.96%-7613F-HRTimeline
Paulson Wealth Management Inc.7,845$2.57M0.54%+4213F-HRTimeline
Annandale Capital, LLC7,842$2.57M0.38%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK7,839$2.57M1.18%-1,59713F-HRTimeline
Alliance Private Wealth, LLC7,833$2.56M0.89%-41013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC7,833$2.56M1.5%+1,08413F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,831$2.56M0.65%+2413F-HRTimeline
Regent Peak Wealth Advisors LLC7,828$2.56M0.47%+24513F-HRTimeline
MBA Advisors LLC7,825$2.56M0.87%-5413F-HRTimeline
Total Wealth Planning & Management, Inc.7,819$2.56M1.86%+28413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,818$2.56M0.34%+4513F-HRTimeline
SYNTAX RESEARCH, INC.7,806$2.56M1.87%+5413F-HRTimeline
Cornerstone Planning Group LLC7,337$2.55M0.32%-2113F-HRTimeline
COFG Advisors, LLC7,798$2.55M0.44%+2,51013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,792$2.55M0.22%+1,85413F-HRTimeline
Sather Financial Group Inc7,789$2.55M0.15%+48213F-HRTimeline
Mirabaud Asset Management Ltd7,738$2.55M2.12%-21,75913F-HRTimeline
Syntegra Private Wealth Group, LLC7,772$2.54M0.2%+29713F-HRTimeline
UPTICK PARTNERS, LLC7,770$2.54M0.4%+15913F-HRTimeline
Eukles Asset Management7,770$2.54M1.05%+14213F-HRTimeline
Dala Group, LLC7,756$2.54M2.09%-47813F-HRTimeline
Palacios Wealth Management, LLC7,754$2.54M1.5%-1513F-HRTimeline
W ADVISORS, LLC7,746$2.54M1.15%-2613F-HRTimeline
Eley Financial Management, Inc7,726$2.53M0.82%-23813F-HRTimeline
KRS Capital Management, LLC7,713$2.52M1.18%+3913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.7,710$2.52M0.25%+55113F-HRTimeline
PFC CAPITAL GROUP, INC.7,710$2.52M0.97%-14113F-HRTimeline
Blue Line Capital, LLC / IL7,706$2.52M2.18%+2,44113F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC7,705$2.52M1.3%+7113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,701$2.52M0.75%+5213F-HRTimeline
Trust Co of the South7,701$2.52M0.35%-513F-HRTimeline
Mason & Associates Inc7,696$2.52M0.41%-7113F-HRTimeline
Menard Financial Group LLC7,688$2.52M1.37%+90213F-HRTimeline
Miller Financial Services LLC7,673$2.51M2.03%new13F-HRTimeline
Oakwell Private Wealth Management, LLC7,670$2.51M0.42%-87613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
O'Brien Greene & Co. Inc7,668$2.51M0.69%-97313F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC7,665$2.51M0.71%+77613F-HRTimeline
BXM Wealth LLC7,659$2.51M1.36%+98513F-HRTimeline
Pacific Capital Partners Ltd7,622$2.49M2.16%+3,72213F-HRTimeline
Kozak & Associates, Inc.7,459$2.49M0.43%+4013F-HRTimeline
ZEGA Investments, LLC7,609$2.49M0.42%-8,74113F-HRTimeline
Riverbend Wealth Management, LLC7,606$2.49M1.27%+37813F-HRTimeline
Wealth Dimensions Group, Ltd.7,596$2.49M0.45%-1713F-HRTimeline
Genus Capital Management Inc.7,592$2.49M0.24%-1,90013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,589$2.48M0.22%+5213F-HRTimeline
Petros Family Wealth, LLC7,566$2.48M1.52%+11013F-HRTimeline
CPA Asset Management Group, LLC7,561$2.47M0.71%+15813F-HRTimeline
CFO4Life Group, LLC7,557$2.47M0.33%+6913F-HRTimeline
Advus Financial Partners, LLC7,541$2.47M0.7%+6,70213F-HR/ATimeline
FIRST NATIONAL BANK SIOUX FALLS7,954$2.47M0.67%013F-HRTimeline
Integrated Quantitative Investments LLC7,529$2.46M0.4%-3,55213F-HRTimeline
Hexagon Capital Partners LLC7,528$2.46M0.35%+92213F-HRTimeline
Karras Company, Inc.7,518$2.46M2.23%-3613F-HRTimeline
Phillips Wealth Planners LLC7,254$2.46M1.81%+1313F-HRTimeline
WJ Financial Advisors LLC7,517$2.46M1.81%013F-HRTimeline
May Hill Capital, LLC7,496$2.45M0.51%+40313F-HRTimeline
Weaver C. Barksdale & Associates, Inc.7,494$2.45M2.2%-913F-HRTimeline
Tortoise Investment Management, LLC7,492$2.45M0.18%+14613F-HRTimeline
Thrive Wealth Management, LLC7,467$2.44M0.31%+113F-HRTimeline
Intrua Financial, LLC7,463$2.44M0.23%+16613F-HRTimeline
Altus Wealth Group LLC7,445$2.44M0.88%+24413F-HRTimeline
Moment Partners, LLC7,442$2.44M0.44%+7513F-HRTimeline
Forty-three Eighteen Advisors, LLC7,437$2.43M1.64%-11,42413F-HRTimeline
BlueCrest Capital Management Ltd7,434$2.43M0.1%-44,75813F-HRTimeline
McLean Asset Management Corp6,908$2.43M0.32%+9713F-HRTimeline
General Partner, Inc.7,422$2.43M1.31%013F-HRTimeline
Five Oceans Advisors7,409$2.43M0.78%-813F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.7,403$2.42M1.98%-11713F-HRTimeline
Thompson David Blair7,402$2.42M1.21%+65013F-HRTimeline
R.H. Investment Group, LLC7,390$2.42M1.82%013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,371$2.41M0.98%-3013F-HRTimeline
5th Street Advisors, LLC7,362$2.41M0.93%013F-HRTimeline
GWN SECURITIES INC.7,361$2.41M0.4%+24913F-HRTimeline
BHK Investment Advisors, LLC7,361$2.41M0.72%-17413F-HRTimeline