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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
McDonough Capital Management, Inc5,912$1.94M0.97%+36013F-HRTimeline
Investment Partners Asset Management, I…5,911$1.93M1.08%+513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.5,901$1.93M0.92%+6813F-HRTimeline
Ridge Creek Global, Inc5,890$1.93M1.5%013F-HRTimeline
Bridgefront Capital, LLC5,885$1.93M0.51%new13F-HRTimeline
INVESTMENT HOUSE LLC5,881$1.93M0.09%-6,26613F-HR/ATimeline
Trek Financial, LLC5,880$1.92M0.1%+56013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …5,870$1.92M0.66%13F-HRTimeline
Oak Barrel Wealth Advisory LLC5,865$1.92M0.85%13F-HRTimeline
Tennessee Valley Asset Management Partn…5,847$1.91M0.21%+10513F-HRTimeline
Cassia Capital Partners, LLC5,836$1.91M0.93%-2113F-HRTimeline
Stonekeep Investments, LLC5,832$1.91M1.11%+1,87713F-HRTimeline
Shakespeare Wealth Management, LLC5,821$1.91M0.5%-5113F-HRTimeline
BLUE JEAN FINANCIAL LLC5,815$1.9M1.32%-10713F-HRTimeline
Hurley Capital, LLC5,810$1.9M0.99%+11413F-HRTimeline
Evolution Wealth Advisors, LLC5,806$1.9M0.22%-55913F-HRTimeline
Olistico Wealth, LLC5,795$1.9M0.81%-26213F-HRTimeline
Sendero Wealth Management, LLC5,790$1.9M0.19%-2413F-HRTimeline
WILLNER & HELLER, LLC5,762$1.89M1.18%+3513F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.5,752$1.88M0.53%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,743$1.88M0.16%+86413F-HRTimeline
Peoples Bank/KS5,740$1.88M1.83%-39013F-HRTimeline
GERBER, LLC5,730$1.88M0.88%+513F-HRTimeline
Oak Grove Capital LLC5,719$1.87M0.14%-1,28113F-HRTimeline
A4 Wealth Advisors LLC5,712$1.87M1.26%+53113F-HRTimeline
Evernest Financial Advisors, LLC5,706$1.87M0.39%+32013F-HRTimeline
Bridgewealth Advisory Group, LLC5,703$1.87M0.35%-1113F-HRTimeline
DB&C Advisors, LLC5,702$1.87M2.02%+1613F-HRTimeline
Navis Wealth Advisors, LLC5,687$1.86M0.71%-43313F-HRTimeline
Independent Solutions Wealth Management…5,680$1.86M0.24%-4,44313F-HRTimeline
Fairvoy Private Wealth, LLC5,679$1.86M0.38%+50013F-HRTimeline
RMR Capital Management, LLC5,677$1.86M1.28%013F-HRTimeline
ARWA LLC5,415$1.86M0.77%-39613F-HRTimeline
Capital Investment Counsel, Inc5,675$1.86M0.2%-813F-HRTimeline
Crusonia Wealth Advisors LLC5,674$1.86M0.31%+60913F-HRTimeline
Nadler Financial Group, Inc.5,659$1.85M0.16%-6813F-HRTimeline
Evansbrook LLC5,652$1.85M1.1%-713F-HRTimeline
Brave Warrior Advisors, LLC5,643$1.85M0.04%013F-HRTimeline
PROFFITT & GOODSON INC5,642$1.85M0.25%-22813F-HRTimeline
Sepio Capital, LP5,637$1.85M0.09%-5,40313F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC5,623$1.84M0.81%-7913F-HRTimeline
Wilkins Miller Wealth Management, LLC5,620$1.84M1.01%+16713F-HRTimeline
New Covenant Trust Company, N.A.5,620$1.84M1.39%+8513F-HRTimeline
Cordgrass Capital Advisors, LLC5,596$1.83M0.68%-9,24013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,594$1.83M0.52%+38013F-HRTimeline
Crown Wealth Group, LLC5,581$1.83M0.46%+7613F-HRTimeline
Yoffe Investment Management, LLC5,574$1.82M2.09%+513F-HRTimeline
Elgethun Capital Management5,565$1.82M0.25%+22013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,533$1.81M1.09%-3413F-HRTimeline
Legacy Financial Strategies, LLC5,533$1.81M0.28%-15013F-HRTimeline
Parkway Wealth Management Group, LLC5,521$1.81M0.21%-9513F-HRTimeline
Portland Global Advisors LLC5,521$1.81M0.17%+11113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,520$1.81M0.2%+1,92313F-HRTimeline
First Bancorp, Inc /ME/5,514$1.8M0.71%+33613F-HRTimeline
Avalon Trust Co5,510$1.8M0.11%-21013F-HRTimeline
Financial Council, LLC5,509$1.8M0.58%-1613F-HRTimeline
WealthTrust Axiom LLC5,508$1.8M0.4%-13513F-HRTimeline
Weinberger Asset Management, Inc5,121$1.8M0.58%+3113F-HRTimeline
Baring Financial LLC5,494$1.8M0.99%-7413F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,493$1.8M0.61%-8513F-HRTimeline
BWM Planning, LLC5,474$1.79M0.42%+59113F-HRTimeline
OBSIDIAN CIO, LLC5,472$1.79M1.33%+2,44513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC5,469$1.79M0.44%+1913F-HRTimeline
GatePass Capital, LLC5,469$1.79M0.68%+26713F-HRTimeline
PRAIRIE ADVISORY, LLC5,467$1.79M0.43%13F-HRTimeline
Garden State Investment Advisory Servic…5,462$1.79M0.35%+3713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,461$1.79M0.09%+49613F-HRTimeline
FIDELITY D & D BANCORP INC5,434$1.78M0.61%+11913F-HRTimeline
DIVERSIFIED MANAGEMENT INC5,432$1.78M0.38%-14,47413F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV5,420$1.77M1.49%-22513F-HRTimeline
SEVEN MILE ADVISORY5,420$1.77M1.19%-55313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,419$1.77M0.52%-23,49813F-HRTimeline
OFS Enterprise LLC5,414$1.77M0.45%-67713F-HRTimeline
Andrew Hill Investment Advisors, Inc.5,406$1.77M1.31%-3,99813F-HRTimeline
Metatron Capital SICAV plc - Metatron L…5,400$1.77M0.87%13F-HRTimeline
Tailwinds Wealth, LLC5,398$1.77M1.04%+2,24413F-HRTimeline
Grant Street Asset Management, Inc.5,396$1.77M0.29%-13813F-HRTimeline
GSA CAPITAL PARTNERS LLP5,395$1.77M0.11%-8,06613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC5,395$1.77M0.35%+2,01213F-HRTimeline
Sandro Wealth Management LLC5,392$1.77M1.28%+18913F-HRTimeline
Spinnaker Investment Group, LLC5,389$1.76M0.28%+63713F-HRTimeline
MinichMacGregor Wealth Management, LLC5,385$1.76M0.27%-10113F-HRTimeline
Westhampton Capital, LLC5,378$1.76M0.73%013F-HRTimeline
Horizon Wealth Management, LLC5,376$1.76M0.22%+1513F-HRTimeline
Unified Investment Management5,376$1.76M1.64%+6613F-HRTimeline
Jacobsen Capital Management5,373$1.76M0.51%+3213F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC5,363$1.76M0.9%-1,91913F-HRTimeline
Clifford Group, LLC5,361$1.75M1.21%+513F-HRTimeline
Brucke Financial, Inc.5,357$1.75M0.78%-1813F-HRTimeline
M.E. ALLISON & CO., INC.5,356$1.75M1.01%+8313F-HRTimeline
Abacus Wealth Partners, LLC5,356$1.75M0.18%-2,54413F-HRTimeline
Nicholas Wealth, LLC.5,355$1.75M0.96%+47213F-HRTimeline
Mosley Wealth Management5,349$1.75M0.56%-2,81513F-HRTimeline
Truvestments Capital LLC5,344$1.75M0.26%-3213F-HRTimeline
Sage Investment Counsel LLC5,342$1.75M1.75%013F-HRTimeline
Old North State Trust, LLC5,330$1.75M0.9%-16113F-HRTimeline
Syverson Strege & Co5,331$1.74M0.38%-5713F-HRTimeline
Discipline Wealth Solutions, LLC5,304$1.74M0.15%+20613F-HRTimeline
BAMCO INC /NY/in group Baron Capital5,300$1.73M<0.01%new13F-HRTimelineGroup
Councilmark Asset Management, LLC5,293$1.73M0.92%013F-HRTimeline
Aigen Investment Management, LP5,290$1.73M0.47%-1,80713F-HRTimeline
CORDA Investment Management, LLC.5,278$1.73M0.11%+11913F-HRTimeline
BARINGS LLCin group BARINGS LLC5,276$1.73M0.03%+38513F-HRTimelineGroup
Oliver Luxxe Assets LLC5,272$1.73M0.25%-213F-HRTimeline
Round Rock Advisors LLC5,271$1.73M0.22%+2113F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…5,270$1.73M0.69%-34013F-HRTimelineGroup
Salomon & Ludwin, LLC5,155$1.72M0.14%+31113F-HRTimeline
Fourth Dimension Wealth, LLC5,261$1.72M0.54%+1,12213F-HRTimeline
Private Wealth Advisors, LLC5,256$1.72M0.51%+513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…5,239$1.71M0.24%+1,15913F-HRTimeline
DV Trading LLC5,238$1.71M0.14%-41813F-HRTimeline
Dempze Nancy E5,228$1.71M0.82%013F-HRTimeline
ADVISORY RESEARCH INC5,227$1.71M0.17%-713F-HRTimeline
Hurlow Wealth Management Group, Inc.5,223$1.71M0.36%+3213F-HRTimeline
Legal Advantage Investments, Inc.5,212$1.71M0.6%-16613F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC5,209$1.71M0.27%+3213F-HRTimeline
Cadent Capital Advisors, LLC5,208$1.7M0.35%+97513F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC5,194$1.7M0.87%13F-HRTimeline
Fortis Group Advisors, LLC5,183$1.7M0.27%-20713F-HRTimeline
RATIONAL ADVISORS, INC.5,172$1.69M0.16%-2,65213F-HRTimeline
Oakmont Investment Advisors, Inc.5,169$1.69M1.17%+95913F-HRTimeline
BCM ADVISORS, LLC4,779$1.69M0.33%013F-HRTimeline
Tranquilli Financial Advisor LLC5,150$1.69M0.91%+1,85513F-HRTimeline
Wagner Wealth Management, LLC5,143$1.68M0.31%+813F-HRTimeline
Unique Wealth Strategies, LLC5,143$1.68M0.61%+16713F-HRTimeline
Diversified Portfolios, Inc.5,137$1.68M0.12%+47113F-HRTimeline
Manske Wealth Management5,130$1.68M0.42%-83913F-HRTimeline
Portus Wealth Advisors, LLC5,126$1.68M1.38%+35113F-HRTimeline
Pasadena Private Wealth, LLC5,120$1.68M0.21%+25713F-HRTimeline
BLI - Banque de Luxembourg Investments5,070$1.67M0.06%+1,87013F-HRTimeline
Raleigh Capital Management Inc.5,108$1.67M0.53%-37513F-HRTimeline
ELEVATUS WELATH MANAGEMENT5,101$1.67M0.41%+29313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,092$1.67M0.32%-11113F-HRTimeline
Lionsbridge Wealth Management LLC5,088$1.67M1.63%-20613F-HRTimeline
Cross Staff Investments Inc5,084$1.66M0.94%+2613F-HRTimeline
BLALOCK WILLIAMS, LLC5,084$1.66M1.08%+18213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,075$1.66M0.17%+66313F-HRTimeline
Aspire Private Capital, LLC5,066$1.66M0.34%-77213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC5,065$1.66M0.41%-95313F-HRTimeline
Oxler Private Wealth LLC5,064$1.66M0.47%+2313F-HRTimeline
Ellevest, Inc.5,942$1.66M0.2%+1,56413F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,056$1.65M0.38%-1213F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC5,050$1.65M1.13%-8,08713F-HRTimeline
CPC Advisors, LLC5,048$1.65M0.22%+31113F-HRTimeline
Uniting Wealth Partners, LLC5,047$1.65M0.34%-23213F-HRTimeline
Polar Asset Management Partners Inc.5,043$1.65M0.03%new13F-HRTimeline
Beaumont Asset Management, L.L.C.5,020$1.64M0.64%-713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,914$1.64M0.19%-5413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC5,007$1.64M0.37%+15513F-HRTimeline
Lynx Investment Advisory5,005$1.64M0.54%+2,12113F-HRTimeline
Holowesko Partners Ltd.5,000$1.64M0.41%013F-HRTimeline
Sun Group Wealth Partners4,998$1.64M1.12%-8313F-HRTimeline
Forefront Analytics, LLC4,997$1.64M1.78%+1313F-HRTimeline
One Day In July LLC4,996$1.64M0.11%+63313F-HRTimeline
Great Point Wealth Advisors, LLC4,980$1.63M0.26%013F-HRTimeline
Essential Investment Partners LLC4,973$1.63M1.31%+1,17613F-HRTimeline
Peregrine Asset Advisers, Inc.4,972$1.63M0.35%+4613F-HRTimeline
Tributary Capital Management, LLC4,966$1.63M0.13%+1,39613F-HRTimeline
Vann Equity Management LLC4,956$1.62M0.99%-1313F-HRTimeline
DECISION INVESTMENTS, INC4,942$1.62M1.47%-2513F-HRTimeline
PSI Advisors, LLC4,942$1.62M0.38%+49113F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,939$1.62M0.08%-4213F-HRTimelineGroup
Braeburn Wealth Management LLC4,938$1.62M0.69%+7113F-HRTimeline
Clearwater Capital Advisors, LLC4,937$1.62M0.12%+62013F-HRTimeline
Aspen Wealth Management LLC4,936$1.62M0.27%-4713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC4,928$1.61M0.37%-6413F-HRTimeline
CJM Wealth Advisers, Ltd.4,928$1.61M0.42%-10813F-HRTimeline
RIVERSEDGE ADVISORS, LLC4,921$1.61M0.21%+1,58413F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,915$1.61M0.14%-6713F-HRTimeline
HALL LAURIE J TRUSTEE4,911$1.61M0.5%-15313F-HRTimeline
EdgeRock Capital LLC4,905$1.61M0.36%+59213F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC4,898$1.6M0.74%013F-HRTimeline
Financial Planning Hawaii, Inc.4,896$1.6M0.86%+12613F-HRTimeline
VIAWEALTH, LLC4,894$1.6M0.81%-4913F-HRTimeline
Eldridge Investment Advisors, Inc.4,883$1.6M0.32%+1213F-HRTimeline
Highland Financial Advisors, LLC4,883$1.6M0.35%+1313F-HRTimeline
McHugh Group, LLC4,869$1.59M0.81%013F-HRTimeline
Clarus Group, Inc.4,866$1.59M0.54%-24413F-HRTimeline
Goldenstone Wealth Management LLC4,858$1.59M1.04%+9613F-HRTimeline
Heritage Investment Group, Inc.4,852$1.59M0.21%013F-HRTimeline
BDF-GESTION53,871$1.59M0.21%-6,05713F-HRTimeline
Latitude Advisors, LLC4,850$1.59M0.63%-34313F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC4,738$1.58M0.34%+3213F-HRTimeline
Wellington Grp LLC4,839$1.58M0.42%+1,05113F-HR/ATimeline
Matisse Capital4,839$1.58M0.63%+213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,825$1.58M0.3%+13613F-HRTimeline
WELLINGTON-ALTUS USA INC.5,368$1.58M1.13%+72913F-HRTimeline
Armbruster Capital Management, Inc.4,820$1.58M0.24%-2,27013F-HRTimeline
Dorato Capital Management4,686$1.58M1.07%+6613F-HRTimeline
Global Trust Wealth Management LLC4,813$1.58M1.09%-58313F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,812$1.58M0.12%+313F-HRTimeline
Centurion Wealth Management LLC4,808$1.57M0.38%-1,33413F-HRTimeline
TRUST CO OF OKLAHOMA4,803$1.57M0.4%+54913F-HRTimeline
MFG WEALTH MANAGEMENT, INC.4,802$1.57M1.12%-1913F-HRTimeline
MATAURO, LLC4,784$1.57M0.21%+3413F-HRTimeline
AJ Advisors, LLC4,784$1.57M0.49%+1513F-HRTimeline
Cravens & Co Advisors, LLC4,783$1.57M1.05%-75313F-HRTimeline
Davis Investment Partners, LLC4,775$1.56M0.48%013F-HRTimeline
Glass Wealth Management Co LLC4,772$1.56M0.52%+1,41613F-HRTimeline
MBE Wealth Management, LLC4,768$1.56M0.55%-1113F-HRTimeline