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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,080 managers (5,157 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,062,074 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers
5,080
13F filers
5,157
New
117
Added
1,970
Reduced
2,154
Sold out
87
Shares held by filers
1,989,062,074

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Wilkerson Advisory Group LLC5,930$1.91M0.67%13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,702$1.91M0.28%+2,22513F-HRTimeline
CM WEALTH ADVISORS LLC5,918$1.91M0.43%+1,83513F-HRTimeline
Fairtree Asset Management (Pty) Ltd5,903$1.9M0.88%+1,29413F-HRTimeline
Triton Financial Group Inc5,902$1.9M1.26%+10313F-HRTimeline
EWA, LLC5,898$1.9M0.46%+59113F-HRTimeline
Global Trust Wealth Management LLC5,898$1.9M1.41%13F-HRTimeline
Hurley Capital, LLC5,897$1.9M1.06%-613F-HRTimeline
Investment Partners Asset Management, I…5,890$1.9M1.18%-2713F-HRTimeline
Ridge Creek Global, Inc5,890$1.9M1.59%13F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,884$1.9M0.76%+13513F-HRTimeline
Olistico Wealth, LLC5,874$1.89M0.92%-9813F-HRTimeline
Werba Rubin Papier Wealth Management5,868$1.89M0.51%+4713F-HRTimeline
Stone Wealth Partners5,868$1.89M1.68%13F-HRTimeline
QP WEALTH MANAGEMENT, LLC5,861$1.89M1.66%13F-HRTimeline
WJ Financial Advisors LLC5,857$1.89M1.68%013F-HRTimeline
CORDA Investment Management, LLC.5,844$1.88M0.14%+713F-HRTimeline
Oakmont Investment Advisors, Inc.5,837$1.88M1.38%13F-HRTimeline
Westerkirk Capital Inc.5,838$1.88M0.18%-53313F-HRTimeline
Kercheville Advisors, LLC6,195$1.88M0.49%+43013F-HRTimeline
Financial Partners Group, Inc6,146$1.88M0.22%+15713F-HRTimeline
High Falls Advisors, Inc5,827$1.88M0.38%-90213F-HRTimeline
Legacy Capital Wealth Partners, LLC5,825$1.88M0.4%-14313F-HRTimeline
May Hill Capital, LLC5,811$1.87M0.5%+12313F-HR/ATimeline
Shakespeare Wealth Management, LLC5,798$1.87M0.41%013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV5,795$1.87M1.82%13F-HRTimeline
MOLLER WEALTH PARTNERS5,794$1.87M0.39%+113F-HRTimeline
MANCHESTER FINANCIAL INC5,787$1.86M0.35%+13813F-HRTimeline
Grant Street Asset Management, Inc.5,784$1.86M0.38%+37413F-HRTimeline
55 North Private Wealth, LLC5,778$1.86M0.49%13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,776$1.86M1.24%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,776$1.86M0.33%-11213F-HRTimeline
Barden Capital Management, Inc.5,772$1.86M1.53%-7913F-HRTimeline
Aspire Private Capital, LLC5,766$1.86M0.41%-13513F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC5,764$1.86M1.48%+29313F-HRTimeline
Manske Wealth Management5,763$1.86M0.55%+21713F-HRTimeline
Hofer & Associates. Inc5,743$1.85M0.98%+48013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.14,500$1.85M0.45%-26,77813F-HRTimeline
Rosenberg Matthew Hamilton5,729$1.85M0.38%+6713F-HRTimeline
BayBridge Capital Group, LLC5,724$1.84M1.14%+5213F-HRTimeline
WealthTrust Axiom LLC5,723$1.84M0.47%+4213F-HRTimeline
Capital Investment Counsel, Inc5,723$1.84M0.22%-7513F-HRTimeline
Birchcreek Wealth Management, LLC5,721$1.84M0.91%-66013F-HRTimeline
Sendero Wealth Management, LLC5,718$1.84M0.2%+8413F-HRTimeline
Alchemi Wealth, LLC5,709$1.84M1.01%13F-HRTimeline
Bridgewealth Advisory Group, LLC5,702$1.84M0.41%-21813F-HRTimeline
McAdam, LLC5,702$1.84M0.08%+46913F-HRTimeline
Parkway Wealth Management Group, LLC5,699$1.84M0.25%13F-HRTimeline
Legacy Financial Strategies, LLC5,699$1.84M0.33%+7613F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.5,687$1.83M0.22%-23013F-HRTimeline
Brucke Financial, Inc.5,687$1.83M1%-19113F-HRTimeline
Cassia Capital Partners, LLC5,686$1.83M0.99%-32613F-HRTimeline
RMR Capital Management, LLC5,677$1.83M1.32%013F-HRTimeline
Marshall Financial Group, LLC5,666$1.83M0.35%-38913F-HRTimeline
SANDER CAPITAL ADVISORS INC5,655$1.82M0.87%+4,71513F-HRTimeline
Braeburn Wealth Management LLC5,650$1.82M0.93%13F-HRTimeline
New World Advisors LLC5,650$1.82M0.31%+29013F-HRTimeline
PUREfi Wealth, LLC5,649$1.82M1.39%-5913F-HRTimeline
Brave Warrior Advisors, LLC5,643$1.82M0.04%013F-HRTimeline
Silver Grove Financial Group, Inc.5,641$1.82M1.57%+6013F-HRTimeline
Oak Thistle LLC5,634$1.82M0.25%+4,36613F-HRTimeline
M.E. ALLISON & CO., INC.5,620$1.81M1.23%+113F-HRTimeline
Wilkins Miller Wealth Management, LLC5,615$1.81M1.08%+1913F-HRTimeline
Amplius Wealth Advisors, LLC5,605$1.81M0.15%-96613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC5,603$1.81M0.52%+49213F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,597$1.8M1.2%013F-HRTimeline
Canandaigua National Trust Co of Florida5,593$1.8M1.13%+44413F-HRTimeline
Unified Investment Management5,592$1.8M1.82%-4313F-HRTimeline
Spectrum Strategic Capital Management, …5,582$1.8M0.96%+79313F-HRTimeline
ADVISORY RESEARCH INC5,580$1.8M0.23%-56713F-HRTimeline
Evernest Financial Advisors, LLC5,580$1.8M0.38%-74113F-HRTimeline
Old North State Trust, LLC5,578$1.8M1.06%-313F-HRTimeline
Baring Financial LLC5,569$1.79M1.09%+7913F-HRTimeline
Yoffe Investment Management, LLC5,565$1.79M2.29%+513F-HRTimeline
Financial Council, LLC5,556$1.79M0.71%-1513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp5,551$1.79M0.01%-1,01613F-HRTimelineGroup
MRA Advisory Group5,543$1.79M0.75%+76413F-HRTimeline
LS Investment Advisors, LLC5,542$1.79M0.25%+38613F-HRTimeline
TICINO WEALTH5,505$1.77M0.66%13F-HRTimeline
HENNESSY ADVISORS INC5,500$1.77M0.06%-50013F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…5,500$1.77M0.86%-7013F-HRTimelineGroup
Eagle Strategies LLC5,490$1.77M0.23%+4113F-HRTimeline
Salomon & Ludwin, LLC5,291$1.77M0.16%+213F-HRTimeline
Evansbrook LLC5,485$1.77M1.18%13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC5,479$1.77M0.48%+12113F-HRTimeline
Rossby Financial, LCC5,467$1.76M0.55%-13213F-HRTimeline
RATIONAL ADVISORS, INC.5,464$1.76M0.18%+1,69513F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…5,459$1.76M1.28%013F-HRTimeline
Independent Solutions Wealth Management…5,453$1.76M0.32%-4,67213F-HRTimeline
QVR LLC5,446$1.75M1.23%+1,62813F-HRTimeline
Sage Investment Counsel LLC5,442$1.75M1.93%013F-HRTimeline
FIDELITY D & D BANCORP INC5,430$1.75M0.76%-22913F-HRTimeline
Tennessee Valley Asset Management Partn…5,425$1.75M0.23%-43913F-HRTimeline
PKS Advisory Services, LLC5,422$1.75M0.4%-5613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,421$1.75M0.09%-39313F-HRTimeline
KilterHowling LLC5,413$1.74M0.88%+14513F-HRTimeline
Syverson Strege & Co5,412$1.74M0.41%-13813F-HRTimeline
Oliver Luxxe Assets LLC5,400$1.74M0.26%-22613F-HRTimeline
Gibbs Wealth Management5,283$1.74M0.42%-30613F-HRTimeline
Legal Advantage Investments, Inc.5,378$1.73M0.8%013F-HRTimeline
Crown Wealth Group, LLC5,360$1.73M0.48%+48813F-HRTimeline
GERBER, LLC5,359$1.73M0.96%+513F-HRTimeline
Horizon Wealth Management, LLC5,345$1.72M0.27%+10713F-HRTimeline
Xcelsior Advisor Partners LLC5,344$1.72M0.84%13F-HRTimeline
Elgethun Capital Management5,344$1.72M0.3%+24613F-HRTimeline
Jacobsen Capital Management5,341$1.72M0.56%-9913F-HRTimeline
HALL LAURIE J TRUSTEE5,334$1.72M0.57%-24113F-HRTimeline
Guardian Asset Advisors, LLC5,308$1.72M0.89%+15913F-HRTimeline
Clifford Group, LLC5,310$1.71M1.32%-4313F-HRTimeline
Councilmark Asset Management, LLC5,293$1.71M0.95%013F-HRTimeline
Ark Wealth Advisors LLC5,292$1.71M1.84%13F-HRTimeline
Philip James Wealth Mangement, LLC5,286$1.7M0.2%-2313F-HRTimeline
August Group Capital Ltd5,283$1.7M1.89%13F-HRTimeline
Latitude Advisors, LLC5,281$1.7M0.75%+213F-HRTimeline
DECISION INVESTMENTS, INC5,279$1.7M1.86%13F-HRTimeline
ROGCO, LP5,275$1.7M0.56%-12513F-HRTimeline
Truvestments Capital LLC5,275$1.7M0.31%-2813F-HRTimeline
Private Wealth Advisors, LLC5,262$1.7M0.61%-24713F-HRTimeline
Centerpoint Advisors, LLC5,251$1.69M0.52%-3213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,248$1.69M0.64%-5713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC5,246$1.69M0.74%+35813F-HRTimeline
Garden State Investment Advisory Servic…5,220$1.69M0.4%-13613F-HRTimeline
Westhampton Capital, LLC5,238$1.69M0.8%+24713F-HRTimeline
COFG Advisors, LLC5,238$1.69M0.42%13F-HRTimeline
New Covenant Trust Company, N.A.5,184$1.69M1.52%+5413F-HRTimeline
Heck Capital Advisors, LLC5,236$1.69M0.13%-20713F-HRTimeline
Cravens & Co Advisors, LLC5,419$1.68M1.1%+513F-HRTimeline
Dempze Nancy E5,228$1.68M0.88%+46013F-HRTimeline
DMC Group, LLC5,219$1.68M1.12%+6613F-HRTimeline
Fairvoy Private Wealth, LLC5,218$1.68M0.38%-413F-HRTimeline
Trek Financial, LLC5,217$1.68M0.1%-6913F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC5,209$1.68M0.27%+1413F-HRTimeline
First Bancorp, Inc /ME/5,204$1.68M0.89%-52813F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…5,366$1.68M1.17%-3,18913F-HRTimeline
Aventura Private Wealth, LLC5,203$1.68M0.6%+25113F-HRTimeline
Hurlow Wealth Management Group, Inc.5,190$1.67M0.41%013F-HRTimeline
Lionsbridge Wealth Management LLC5,186$1.67M1.69%-2413F-HRTimeline
Spinnaker Investment Group, LLC5,183$1.67M0.3%+3413F-HRTimeline
Uniting Wealth Partners, LLC5,181$1.67M0.51%+3713F-HRTimeline
Pursuit Wealth Management LLC5,179$1.67M1.43%13F-HRTimeline
Clarus Group, Inc.5,165$1.66M0.6%-15913F-HRTimeline
Ethos Capital Management, Inc.5,164$1.66M1.57%13F-HRTimeline
Portland Global Advisors LLC5,158$1.66M0.18%-10413F-HRTimeline
A4 Wealth Advisors LLC5,157$1.66M1.44%-7113F-HRTimeline
Neo Ivy Capital Management5,153$1.66M0.26%+2,50513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,148$1.66M0.21%+24913F-HRTimeline
AMI ASSET MANAGEMENT CORP5,144$1.66M0.09%-11713F-HRTimeline
AJ Advisors, LLC5,143$1.66M0.61%-30413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,314$1.65M0.54%+8413F-HRTimeline
Brookwood Investment Group LLC5,131$1.65M0.2%-4,62113F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…5,122$1.65M3.79%new13F-HRTimeline
Wagner Wealth Management, LLC5,115$1.65M0.35%+40013F-HRTimeline
Sterneck Capital Management, LLC5,110$1.65M0.74%+113F-HRTimeline
Portus Wealth Advisors, LLC5,107$1.65M1.55%+16613F-HRTimeline
Round Rock Advisors LLC5,101$1.64M0.25%+7113F-HR/ATimeline
Carlson Capital, L.P.5,100$1.64M0.79%+1,00013F-HRTimeline
Weinberger Asset Management, Inc5,098$1.64M0.59%+1213F-HRTimeline
DUTCH ASSET Corp5,093$1.64M1.26%13F-HRTimeline
Cross Staff Investments Inc5,058$1.63M0.9%-4113F-HRTimeline
waypoint wealth counsel5,057$1.63M0.6%-34813F-HRTimeline
Wallington Asset Management, LLC5,053$1.63M0.21%-7613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,047$1.63M0.35%+14913F-HRTimeline
Eldridge Investment Advisors, Inc.5,041$1.62M0.36%+7013F-HRTimeline
Caitong International Asset Management …5,038$1.62M0.4%new13F-HR/ATimeline
Smith Thornton Advisors LLC5,034$1.62M0.83%-213F-HRTimeline
International Private Wealth Advisors L…5,031$1.62M1.02%+2,95813F-HRTimeline
Oxler Private Wealth LLC5,024$1.62M0.47%+2313F-HRTimeline
Walkner Condon Financial Advisors LLC5,024$1.62M0.22%+25013F-HRTimeline
Holowesko Partners Ltd.5,000$1.61M0.56%013F-HRTimeline
JBF Capital, Inc.5,000$1.61M0.23%013F-HRTimeline
McDonough Capital Management, Inc4,998$1.61M0.79%+5713F-HRTimeline
Beaumont Asset Management, L.L.C.4,998$1.61M0.8%-3013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…5,000$1.61M0.33%13F-HRTimeline
MFG WEALTH MANAGEMENT, INC.4,993$1.61M1.25%+2613F-HRTimeline
BWM Planning, LLC4,980$1.6M0.43%+23113F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC4,977$1.6M0.19%+15813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,976$1.6M0.2%+2,06213F-HRTimeline
McHugh Group, LLC4,975$1.6M0.91%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,972$1.6M0.12%+1,73213F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,972$1.6M0.14%+1413F-HRTimeline
Great Point Wealth Advisors, LLC4,961$1.6M0.29%-7613F-HRTimeline
MLP3, LLC4,956$1.6M1.74%13F-HRTimeline
Aurora Private Wealth, Inc.4,953$1.6M1.05%13F-HRTimeline
Benson Investment Management Company, I…4,950$1.59M0.56%013F-HRTimeline
Heritage Investment Group, Inc.4,949$1.59M0.24%-16313F-HRTimeline
Insight Advisors, LLC/ PA4,946$1.59M0.24%+2213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,946$1.59M0.11%+8113F-HRTimeline
Matisse Capital4,941$1.59M0.71%+31013F-HRTimeline
VIAWEALTH, LLC4,937$1.59M0.89%-10113F-HRTimeline
Cambridge Advisors Inc.4,936$1.59M0.3%+1013F-HRTimeline
Maxele Advisors, LLC4,934$1.59M1.29%+6013F-HRTimeline
BLALOCK WILLIAMS, LLC4,921$1.59M1.27%+3513F-HRTimeline
WILLNER & HELLER, LLC4,907$1.58M1.14%-3013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC4,898$1.58M0.79%+1,55713F-HRTimeline
MATAURO, LLC4,891$1.58M0.24%+6713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,891$1.58M0.1%+37613F-HRTimeline
Crusonia Wealth Advisors LLC4,887$1.57M0.35%13F-HRTimeline
Diversified Portfolios, Inc.4,885$1.57M0.13%+31513F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA4,863$1.57M0.27%+51713F-HRTimeline
CJM Wealth Advisers, Ltd.4,861$1.57M0.47%-15913F-HRTimeline