JPM JPMORGAN CHASE & CO

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.

Holder	Shares	Value	% of portfolio	Change	Source
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC	5,387	$1.56M	0.09%	+88	13F-HR Timeline Group
Legal Advantage Investments, Inc.	5,378	$1.56M	0.73%	-225	13F-HR Timeline
Plan Group Financial, LLC	5,377	$1.56M	0.51%	+470	13F-HR Timeline
WEST BANCORPORATION INC	5,375	$1.56M	0.98%	-25	13F-HR Timeline
STAR Financial Bank	5,366	$1.56M	0.99%	-220	13F-HR Timeline
PKS Advisory Services, LLC	5,365	$1.56M	0.4%	+149	13F-HR Timeline
PROATHLETE WEALTH MANAGEMENT LLC	5,341	$1.55M	0.49%	+48	13F-HR Timeline
Garden State Investment Advisory Servic…	5,344	$1.55M	0.42%	+706	13F-HR Timeline
Grant Street Asset Management, Inc.	5,355	$1.55M	0.35%	0	13F-HR Timeline
MinichMacGregor Wealth Management, LLC	5,355	$1.55M	0.33%	-1,086	13F-HR Timeline
Hutchinson Financial Advisors, INC	5,351	$1.55M	1.74%		13F-HR/A Timeline
GERBER, LLC	5,350	$1.55M	1.09%	+55	13F-HR Timeline
Oldfather Financial Services, LLC	5,349	$1.55M	0.53%	+8	13F-HR Timeline
FORM Wealth Advisors, LLC	5,343	$1.55M	0.19%	+228	13F-HR Timeline
Costello Asset Management, INC	5,335	$1.55M	0.58%	-1,141	13F-HR Timeline
BIP Wealth, LLC	5,315	$1.54M	0.09%	+655	13F-HR Timeline
Lord & Richards Wealth Management, LLC	5,315	$1.54M	1.61%	+346	13F-HR Timeline
Secure Asset Management, LLC	5,314	$1.54M	0.29%	+1,294	13F-HR Timeline
Jacobsen Capital Management	5,312	$1.54M	0.57%	+365	13F-HR Timeline
KENNEDY INVESTMENT GROUP, INC.	5,311	$1.54M	0.65%	+29	13F-HR Timeline
Councilmark Asset Management, LLC	5,293	$1.53M	0.97%	0	13F-HR Timeline
AMI ASSET MANAGEMENT CORP	5,289	$1.53M	0.09%	-2,913	13F-HR Timeline
Madison Wealth Partners, Inc	5,272	$1.53M	0.33%	-2,187	13F-HR Timeline
LWM Advisory Services, LLC	5,269	$1.53M	1.05%	-205	13F-HR Timeline
Canandaigua National Trust Co of Florida	5,263	$1.53M	1.09%	-30	13F-HR Timeline
Severin Investments, LLC	5,250	$1.52M	1.43%	-278	13F-HR Timeline
Horizon Wealth Management, LLC	5,242	$1.52M	0.27%	-182	13F-HR Timeline
State of Wyoming	5,240	$1.52M	0.19%	-146	13F-HR Timeline
Hofer & Associates. Inc	5,235	$1.52M	0.95%	+66	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	5,226	$1.52M	0.27%	+500	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	5,223	$1.51M	0.69%	+97	13F-HR Timeline
KilterHowling LLC	5,215	$1.51M	0.9%	-15	13F-HR Timeline
Atlas Private Wealth Advisors	5,203	$1.51M	0.19%	+84	13F-HR Timeline
Portland Global Advisors LLC	5,201	$1.51M	0.18%	+1,326	13F-HR Timeline
Park Capital Management, LLC / WI	5,191	$1.51M	1.39%	-536	13F-HR Timeline
Cross Staff Investments Inc	5,179	$1.5M	1.12%	+1	13F-HR Timeline
Centerpoint Advisors, LLC	5,178	$1.5M	0.51%	+32	13F-HR Timeline
Facet Wealth, Inc.	5,060	$1.5M	0.03%	+1,529	13F-HR Timeline
DMC Group, LLC	5,166	$1.5M	1.16%	-832	13F-HR Timeline
KINTRA WEALTH, LLC	5,161	$1.5M	0.9%	-319	13F-HR Timeline
Next Capital Management LLC	9,644	$1.49M	0.55%	+6,734	13F-HR Timeline
Latitude Advisors, LLC	5,148	$1.49M	0.75%	-50	13F-HR Timeline
SEEDS INVESTOR LLC	5,144	$1.49M	0.35%	+263	13F-HR Timeline
Guardian Asset Advisors, LLC	5,143	$1.49M	0.86%	+246	13F-HR Timeline
Sterneck Capital Management, LLC	5,137	$1.49M	0.76%	-123	13F-HR Timeline
Lionsbridge Wealth Management LLC	5,135	$1.49M	1.48%	-90	13F-HR Timeline
EWA, LLC	5,129	$1.49M	0.47%	+481	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	5,115	$1.48M	0.49%	+977	13F-HR Timeline
Pandora Wealth, Inc.	5,113	$1.48M	0.91%	-74	13F-HR Timeline
BOOTHBAY FUND MANAGEMENT, LLC	5,098	$1.48M	0.05%	+2,306	13F-HR Timeline
VIAWEALTH, LLC	5,090	$1.48M	0.87%	+108	13F-HR Timeline
Jump Financial, LLCin group Jump Financial, LLC	5,088	$1.48M	0.02%	new	13F-HR/A Timeline Group
Werba Rubin Papier Wealth Management	5,078	$1.47M	0.28%	+586	13F-HR Timeline
Eagle Bay Advisors LLC	5,069	$1.47M	1.21%	-124	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	5,060	$1.47M	0.99%	+135	13F-HR Timeline
Weinberger Asset Management, Inc	5,064	$1.47M	0.57%	+248	13F-HR Timeline
Copperwynd Financial, LLC	5,060	$1.47M	0.37%	+64	13F-HR Timeline
Truvestments Capital LLC	5,039	$1.46M	0.29%	-302	13F-HR Timeline
Cambridge Advisors Inc.	5,026	$1.46M	0.3%	-500	13F-HR Timeline
Beaumont Asset Management, L.L.C.	5,024	$1.46M	0.78%	-14	13F-HR Timeline
Activest Wealth Management	5,021	$1.46M	0.35%	-102	13F-HR Timeline
Round Rock Advisors LLC	5,013	$1.45M	0.25%	+1,331	13F-HR Timeline
Paladin Wealth, LLC	5,010	$1.45M	1.13%	+21	13F-HR Timeline
Aurora Private Wealth, Inc.	5,001	$1.45M	1.07%	+99	13F-HR Timeline
Ipsen Advisor Group LLC	5,000	$1.45M	1.1%	+2,482	13F-HR Timeline
GREENHAVEN ASSOCIATES INC	5,000	$1.45M	0.02%	0	13F-HR Timeline
Holowesko Partners Ltd.	5,000	$1.45M	0.54%	0	13F-HR Timeline
JBF Capital, Inc.	5,000	$1.45M	0.23%	0	13F-HR Timeline
Insight Advisors, LLC/ PA	4,999	$1.45M	0.23%	+41	13F-HR Timeline
McAdam, LLC	4,993	$1.45M	0.08%	+59	13F-HR Timeline
Garde Capital, Inc.	4,992	$1.45M	0.08%	-35	13F-HR Timeline
Wallington Asset Management, LLC	4,987	$1.45M	0.2%	+64	13F-HR Timeline
WILLNER & HELLER, LLC	4,986	$1.45M	1.22%	-46	13F-HR Timeline
STEPH & CO	4,984	$1.44M	0.47%	-78	13F-HR Timeline
Oxler Private Wealth LLC	4,980	$1.44M	0.45%	+6	13F-HR Timeline
McHugh Group, LLC	4,975	$1.44M	0.96%	0	13F-HR Timeline
Eldridge Investment Advisors, Inc.	4,971	$1.44M	0.3%	+500	13F-HR Timeline
Benson Investment Management Company, I…	4,950	$1.44M	0.54%	0	13F-HR Timeline
New Millennium Group LLC	4,947	$1.43M	0.79%	+4,359	13F-HR Timeline
Salomon & Ludwin, LLC	4,905	$1.43M	0.14%	-106	13F-HR Timeline
Westhampton Capital, LLC	4,939	$1.43M	0.74%	-40	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	4,930	$1.43M	0.22%	new	13F-HR Timeline
Smart Portfolios, LLC	4,919	$1.43M	1.44%	-25	13F-HR Timeline
Smith Thornton Advisors LLC	4,910	$1.42M	0.82%	+13	13F-HR Timeline
Spinnaker Investment Group, LLC	4,907	$1.42M	0.33%	-214	13F-HR Timeline
Elgethun Capital Management	4,902	$1.42M	0.29%	-16	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	4,900	$1.42M	0.72%	+161	13F-HR Timeline
Taylor Hoffman Capital Management LLC	4,897	$1.42M	0.49%	+34	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	4,896	$1.42M	0.1%	-32	13F-HR Timeline
WNY Asset Management, LLC	4,895	$1.42M	0.16%	+555	13F-HR Timeline
Rossby Financial, LCC	4,895	$1.42M	0.53%	+752	13F-HR Timeline
Peregrine Asset Advisers, Inc.	4,891	$1.42M	0.44%	-172	13F-HR Timeline
Trek Financial, LLC	4,891	$1.42M	0.1%	+122	13F-HR Timeline
PFW Advisors LLC	4,888	$1.42M	0.44%	-141	13F-HR Timeline
Spectrum Strategic Capital Management, …	4,877	$1.41M	0.9%	+3,945	13F-HR Timeline
Maxele Advisors, LLC	4,873	$1.41M	1.23%	-169	13F-HR Timeline
Heritage Investment Group, Inc.	4,872	$1.41M	0.24%	-236	13F-HR Timeline
TrueWealth Advisors, LLC	4,869	$1.41M	0.42%	-51	13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	4,856	$1.41M	0.26%	0	13F-HR Timeline
PhiloSmith Capital Corp	4,850	$1.41M	0.39%	0	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	4,842	$1.4M	0.36%	+84	13F-HR Timeline
GatePass Capital, LLC	4,841	$1.4M	0.93%	-657	13F-HR Timeline
Keebeck Wealth Management	4,834	$1.4M	0.18%	+649	13F-HR Timeline
McDonough Capital Management, Inc	4,830	$1.4M	0.78%	+476	13F-HR Timeline
MRA Advisory Group	4,826	$1.4M	0.66%	+1,507	13F-HR Timeline
Pasadena Private Wealth, LLC	4,824	$1.4M	0.24%	+21	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	4,807	$1.39M	0.11%	+163	13F-HR Timeline
Single Point Partners, LLC	4,803	$1.39M	0.3%	-136	13F-HR Timeline
Aspen Wealth Management LLC	4,801	$1.39M	0.35%	+205	13F-HR Timeline
Red Wave Investments LLC	4,800	$1.39M	0.46%	+18	13F-HR Timeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC	4,779	$1.39M	0.34%	-1,097	13F-HR Timeline
Dempze Nancy E	4,768	$1.38M	0.8%	-230	13F-HR Timeline
Willis Johnson & Associates, Inc.	4,754	$1.38M	0.09%	+1,641	13F-HR Timeline
Wagner Wealth Management, LLC	4,726	$1.37M	0.31%	+55	13F-HR Timeline
Enclave Advisors LLC	4,717	$1.37M	0.22%	-22	13F-HR Timeline
RVW Wealth, LLC	4,715	$1.37M	0.12%	+727	13F-HR Timeline
Retirement Planning Co of New England, …	4,708	$1.36M	0.61%	+54	13F-HR Timeline
Schorn Wealth LLC	4,707	$1.36M	0.45%	-56	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	4,702	$1.36M	0.27%	-65	13F-HR Timeline
MANCHESTER FINANCIAL INC	4,702	$1.36M	0.29%	+1,661	13F-HR Timeline
BLALOCK WILLIAMS, LLC	4,677	$1.36M	1.35%	+442	13F-HR Timeline
Grove Street Fiduciary, LLC	4,673	$1.35M	0.65%	0	13F-HR Timeline
Darden Wealth Group Inc	4,670	$1.35M	0.82%	-210	13F-HR Timeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL	4,668	$1.35M	0.85%	-500	13F-HR Timeline Group
Campion Asset Management	4,662	$1.35M	1.01%	-184	13F-HR Timeline
Breed's Hill Capital LLC	4,642	$1.35M	0.65%	+35	13F-HR Timeline
Elevated Capital Advisors, LLC	5,481	$1.34M	0.38%	0	13F-HR Timeline
Matisse Capital	4,631	$1.34M	0.63%	0	13F-HR Timeline
Hara Capital LLC	4,631	$1.34M	0.83%	-585	13F-HR Timeline
Profit Investment Management, LLC	4,623	$1.34M	1.21%	-184	13F-HR Timeline
BWM Planning, LLC	4,614	$1.34M	0.46%	+229	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	4,610	$1.34M	0.15%	+5	13F-HR Timeline
Navis Wealth Advisors, LLC	4,606	$1.34M	1.12%	-46	13F-HR Timeline
CWS Financial Advisors, LLC	4,595	$1.33M	0.39%	-266	13F-HR Timeline
Aventura Private Wealth, LLC	4,589	$1.33M	0.58%	-27	13F-HR Timeline
Westfuller Advisors, LLC	4,588	$1.33M	0.76%	+128	13F-HR Timeline
Full Sail Capital, LLC	4,564	$1.32M	0.08%	-669	13F-HR Timeline
Wayfinding Financial, LLC	4,498	$1.32M	0.59%	-324	13F-HR Timeline
KEYVANTAGE WEALTH, LLC	4,559	$1.32M	0.59%	-96	13F-HR Timeline
Curated Wealth Partners LLC	4,549	$1.32M	0.15%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	4,537	$1.32M	0.17%	+119	13F-HR Timeline
Gemmer Asset Management LLC	4,533	$1.31M	0.12%	+241	13F-HR Timeline
Sachetta, LLC	4,521	$1.31M	0.52%	-425	13F-HR Timeline
Highland Financial Advisors, LLC	4,520	$1.31M	0.42%	0	13F-HR Timeline
Root Financial Partners, LLC	4,519	$1.31M	0.13%	+1,541	13F-HR Timeline
Mainsail Financial Group, LLC	4,568	$1.31M	0.61%	-4	13F-HR Timeline
Old North State Trust, LLC	4,515	$1.31M	0.89%	+296	13F-HR Timeline
Summit X, LLC	4,498	$1.3M	0.24%	-240	13F-HR Timeline
Transce3nd, LLC	4,493	$1.3M	0.55%	+724	13F-HR Timeline
GREAT OAK CAPITAL PARTNERS, LLC	4,539	$1.3M	0.37%	+46	13F-HR Timeline
Towne Trust Company, N.A	4,477	$1.3M	0.45%	-89	13F-HR/A Timeline
SAGE PRIVATE WEALTH GROUP, LLC	4,474	$1.3M	0.83%	-73	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	4,469	$1.3M	0.16%	+1,076	13F-HR Timeline
Wellspring Financial Advisors, LLC	4,466	$1.29M	0.13%	+317	13F-HR Timeline
Alan B Lancz & Associates, Inc.	4,456	$1.29M	1.29%	0	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	4,451	$1.29M	0.31%	-293	13F-HR Timeline
Challenger Wealth Management	4,454	$1.29M	0.9%	-9	13F-HR Timeline
Probity Advisors, Inc.	4,450	$1.29M	0.23%	-770	13F-HR Timeline
New World Advisors LLC	4,441	$1.29M	0.27%	+2,109	13F-HR Timeline
Blake Schutter Theil Wealth Advisors, L…	4,433	$1.29M	1.46%	-1	13F-HR Timeline
Requisite Capital Management, LLC	4,433	$1.29M	0.28%	+223	13F-HR Timeline
TPG Advisors LLC	4,431	$1.28M	0.93%	+3	13F-HR Timeline
Wealthstream Advisors, Inc.	4,425	$1.28M	0.21%	+157	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	4,418	$1.28M	0.16%	-218	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	4,413	$1.28M	1.23%	+90	13F-HR Timeline
FIRST NATIONAL CORP /MA/ /ADV	4,405	$1.28M	0.26%	-28	13F-HR Timeline
Borer Denton & Associates, Inc.	4,404	$1.28M	0.44%	0	13F-HR Timeline
Hassell Wealth Management, LLC	4,300	$1.28M	0.47%	+1	13F-HR Timeline
FCA CORP /TX	4,401	$1.28M	0.38%	+9	13F-HR Timeline
BCM ADVISORS, LLC	4,293	$1.28M	0.27%	-1,806	13F-HR Timeline
SKBA CAPITAL MANAGEMENT LLC	4,387	$1.27M	0.18%	-270	13F-HR Timeline
Clearwater Capital Advisors, LLC	4,382	$1.27M	0.12%	-16	13F-HR Timeline
Operose Advisors LLC	4,380	$1.27M	0.36%	+1,045	13F-HR Timeline
CALIFORNIA FIRST LEASING CORP	4,380	$1.27M	0.53%	0	13F-HR Timeline
Towercrest Capital Management	4,377	$1.27M	0.23%	-402	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	4,376	$1.27M	0.14%	-1,078	13F-HR Timeline
Nationale-Nederlanden Powszechne Towarz…	4,376	$1.27M	0.15%	+3,679	13F-HR Timeline
Alliance Wealth Management Group	4,346	$1.26M	0.32%	-402	13F-HR Timeline
BIT Capital GmbH	4,346	$1.26M	0.08%	+381	13F-HR Timeline
Summit Wealth Partners, LLC	4,344	$1.26M	0.24%	-320	13F-HR Timeline
Hamilton Wealth, LLC	4,337	$1.26M	0.28%	0	13F-HR Timeline
Future Fund LLC	4,336	$1.26M	0.56%	+403	13F-HR Timeline
Crown Wealth Group, LLC	4,325	$1.25M	0.47%	+5	13F-HR Timeline
Lakeshore Capital Group, Inc.	4,323	$1.25M	1.11%	-481	13F-HR Timeline
Aspen Capital Management, LLC	4,316	$1.25M	0.35%	+36	13F-HR Timeline
Maridea Wealth Management LLC	4,300	$1.25M	0.32%	new	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	4,288	$1.24M	0.2%	+1,037	13F-HR Timeline
Advisor Resource Council	4,280	$1.24M	0.61%	-30,823	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	4,277	$1.24M	0.36%	+1,682	13F-HR Timeline
Bravias Capital Group, LLC	4,277	$1.24M	0.91%	+846	13F-HR Timeline
Wambolt & Associates, LLC	4,267	$1.24M	0.42%	-194	13F-HR Timeline
Walkner Condon Financial Advisors LLC	4,270	$1.24M	0.23%	+820	13F-HR Timeline
D.B. Root & Company, LLC	4,266	$1.24M	0.37%	+990	13F-HR Timeline
Second Half Financial Partners, LLC	4,265	$1.24M	0.58%	-338	13F-HR Timeline
Poehling Capital Management, INC.	4,254	$1.23M	0.29%	-15,235	13F-HR Timeline
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…	4,253	$1.23M	1.43%	0	13F-HR Timeline Group
Affinity Capital Advisors, LLC	4,246	$1.23M	0.21%	-42	13F-HR Timeline
Reynders McVeigh Capital Management, LLC	4,235	$1.23M	0.06%	-2,063	13F-HR Timeline
Gibraltar Capital Management, Inc.	4,234	$1.23M	0.24%	-1,222	13F-HR Timeline
Fourth Dimension Wealth, LLC	4,232	$1.23M	0.52%	+2,367	13F-HR Timeline