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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
Taylor Hoffman Capital Management LLC4,752$1.56M0.38%013F-HRTimeline
International Private Wealth Advisors L…4,750$1.55M0.8%+1,82113F-HRTimeline
Green Ridge Wealth Planning LLC4,749$1.55M0.65%-9013F-HRTimeline
MAYPORT, LLC4,747$1.55M0.24%-1413F-HRTimeline
Aurora Private Wealth, Inc.4,738$1.55M0.98%-21513F-HRTimeline
Requisite Capital Management, LLC4,734$1.55M0.26%-1,30713F-HRTimeline
Schorn Wealth LLC4,733$1.55M0.41%+213F-HRTimeline
McLaughlin Asset Management, Inc.4,732$1.55M1.19%+3313F-HR/ATimeline
WealthSpring Partners, LLC4,730$1.55M1.33%+3413F-HRTimeline
Morse Asset Management, Inc4,730$1.55M0.26%+2613F-HRTimeline
Whelan Financial4,729$1.55M0.42%+60713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC4,720$1.55M0.61%-17313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,716$1.54M0.5%+54713F-HRTimeline
August Group Capital Ltd4,715$1.54M1.7%-26413F-HRTimeline
Insight Advisors, LLC/ PA4,693$1.54M0.27%-24213F-HRTimeline
Omnia Family Wealth, LLC4,683$1.53M0.41%-1,35213F-HRTimeline
Maxele Advisors, LLC4,683$1.53M1.07%13F-HRTimeline
TAGStone Capital, Inc.4,680$1.53M0.49%+6813F-HRTimeline
INSIGHT 2811, INC.4,679$1.53M0.62%+6413F-HRTimeline
Emerald Advisors, LLC4,678$1.53M0.19%+58413F-HRTimeline
Grove Street Fiduciary, LLC4,673$1.53M0.65%013F-HRTimeline
S.A. Mason LLC4,668$1.53M0.47%+17313F-HRTimeline
Red Wave Investments LLC4,665$1.53M0.39%-7913F-HRTimeline
STAR Financial Bank4,664$1.53M0.62%+26013F-HRTimeline
PFW Advisors LLC4,664$1.53M0.45%-5013F-HRTimeline
Providence First Trust Co4,659$1.52M0.43%-80313F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.4,653$1.52M0.38%+4,04913F-HRTimeline
PhiloSmith Capital Corp4,650$1.52M0.41%-20013F-HRTimeline
Symmetry Partners, LLC4,650$1.52M0.08%+1,25613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,650$1.52M0.09%-6713F-HRTimeline
Unify Financial Advisors4,643$1.52M1.4%-6913F-HRTimeline
Cambridge Advisors Inc.4,641$1.52M0.26%-13513F-HRTimeline
Paladin Wealth, LLC4,641$1.52M0.88%+29313F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA4,630$1.52M0.26%+6713F-HRTimeline
GSG Advisors LLC4,629$1.52M0.33%+6313F-HRTimeline
Sierra Capital LLC4,629$1.52M0.15%013F-HRTimeline
Evanson Financial, LLC4,623$1.51M0.07%13F-HRTimeline
CWS Financial Advisors, LLC4,622$1.51M0.34%+713F-HRTimeline
Andrews Advisory Associates, LLC4,619$1.51M0.73%-13313F-HRTimeline
SBI Okasan Asset Management Co.Ltd.4,590$1.51M0.05%013F-HRTimeline
Cyr Financial Inc.4,618$1.51M0.79%+29413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,616$1.51M0.01%-21513F-HRTimelineGroup
FCA CORP /TX4,609$1.51M0.37%+62613F-HRTimeline
NBZ Investment Advisors LLC4,602$1.51M0.59%+64013F-HRTimeline
LeConte Wealth Management, LLC4,600$1.51M0.82%+29013F-HRTimeline
Centerpoint Advisors, LLC4,594$1.5M0.43%-10513F-HRTimeline
Novak & Powell Financial Services, Inc.4,588$1.5M0.71%+613F-HRTimeline
Walkner Condon Financial Advisors LLC4,587$1.5M0.17%+22113F-HRTimeline
Marshall Financial Group, LLC4,585$1.5M0.22%-43513F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC4,579$1.5M0.67%+5813F-HRTimeline
Maridea Wealth Management LLC4,579$1.5M0.16%+2,02813F-HRTimeline
SYKON CAPITAL LLC4,567$1.5M0.46%+4713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC4,564$1.49M0.12%+1,76413F-HRTimeline
Enclave Advisors LLC4,562$1.49M0.19%-1413F-HRTimeline
Campion Asset Management4,560$1.49M0.91%-113F-HRTimeline
Lakeshore Capital Group, Inc.4,548$1.49M1.1%+313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,533$1.48M0.22%+12213F-HRTimeline
Brookwood Investment Group LLC4,522$1.48M0.17%+86713F-HRTimeline
Goldstein Advisors, LLC4,518$1.48M0.14%+29513F-HRTimeline
Financial Synergies Wealth Advisors, In…4,516$1.48M0.13%+54013F-HRTimeline
State of Wyoming4,511$1.48M0.15%-32313F-HRTimeline
Veracity Capital LLC4,507$1.48M0.4%+7413F-HRTimeline
Mainsail Financial Group, LLC4,501$1.47M0.5%+5113F-HRTimeline
Womack Financial LLC4,496$1.47M0.97%-22713F-HRTimeline
Retirement Planning Co of New England, …4,493$1.47M0.53%-28013F-HRTimeline
Van Diest Capital, LLC4,487$1.47M1.32%-51413F-HRTimeline
Mayfair Advisory Group, LLC4,147$1.46M0.44%+41013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,963$1.46M0.18%013F-HRTimeline
Prosperity Bancshares Inc4,458$1.46M0.95%+10013F-HRTimeline
Tevis Investment Management4,456$1.46M0.8%-20713F-HRTimeline
Severin Investments, LLC4,446$1.46M1.1%+54613F-HRTimeline
TrustBankin group TrustBank4,446$1.46M0.49%-3013F-HRTimelineGroup
Borer Denton & Associates, Inc.4,444$1.45M0.48%+4013F-HRTimeline
TPG Advisors LLC4,443$1.45M0.8%+313F-HRTimeline
Aberdeen Wealth Management LLC4,439$1.45M0.7%-10,52313F-HRTimeline
Hara Capital LLC4,421$1.45M0.76%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC4,420$1.45M0.32%+78313F-HRTimeline
Legacies Wealth LLC4,413$1.44M0.79%013F-HRTimeline
Larry Mathis Financial Planning, LLC4,403$1.44M1.1%-2413F-HR/ATimeline
Leonard Rickey Investment Advisors P.L.…4,393$1.44M0.23%-28413F-HRTimeline
WNY Asset Management, LLC4,391$1.44M0.13%-17913F-HRTimeline
Alpha Zero LLC4,187$1.44M0.54%+62113F-HRTimeline
Lumbard & Kellner, LLC4,387$1.44M0.44%+15313F-HRTimeline
CALIFORNIA FIRST LEASING CORP4,380$1.43M0.3%013F-HRTimeline
Global Assets Advisory, LLC4,290$1.43M0.31%-9,84213F-HRTimeline
Three Magnolias Financial Advisors, LLC4,396$1.43M0.8%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.4,373$1.43M1.08%-1113F-HRTimeline
Asset Advisors Investment Management, L…4,369$1.43M0.13%-20013F-HRTimeline
Murphy & Mullick Capital Management Corp4,346$1.43M0.89%+46913F-HRTimeline
Tripletail Wealth Management, LLC4,260$1.42M1.64%-513F-HRTimeline
Hassell Wealth Management, LLC4,306$1.42M0.44%+113F-HRTimeline
DDD Partners, LLC4,318$1.41M0.09%+4313F-HRTimeline
Ipsen Advisor Group LLC4,307$1.41M0.91%-1213F-HRTimeline
Cape Investment Advisory, Inc.4,306$1.41M0.38%-1413F-HRTimeline
GGM Financial LLC4,299$1.41M0.53%+20413F-HRTimeline
CPWA, LLC4,295$1.41M1.63%+2413F-HRTimeline
Wayfinding Financial, LLC4,295$1.41M0.53%+6613F-HRTimeline
Operose Advisors LLC4,291$1.4M0.27%new13F-HRTimeline
THOMAS STORY & SON LLC4,290$1.4M0.5%-3913F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…4,287$1.4M0.66%-12213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,988$1.4M0.15%-4413F-HRTimeline
M3 Advisory Group, LLC4,282$1.4M0.73%+6713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,271$1.4M0.52%+5713F-HRTimeline
Forum Finance Group S.A.5,286$1.4M0.5%+3,20813F-HRTimeline
Reynders McVeigh Capital Management, LLC4,263$1.4M0.06%-10013F-HRTimeline
Coyle Financial Counsel LLC4,261$1.39M0.25%+36713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,261$1.39M0.16%+26013F-HRTimeline
Elevated Private Wealth, LLC4,255$1.39M1.33%13F-HRTimeline
Innovative Asset Advisors Group, LLC4,254$1.39M0.61%+28313F-HRTimeline
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…4,253$1.39M1.7%013F-HRTimelineGroup
Axiom Investment Management LLC4,248$1.39M0.93%-1,33213F-HRTimeline
Aspen Capital Management, LLC4,243$1.39M0.31%+7113F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV4,236$1.39M0.15%+25113F-HRTimeline
Park Capital Management, LLC / WI4,236$1.39M0.82%-33413F-HRTimeline
GenWealth Group, Inc.4,221$1.38M0.22%-6813F-HRTimeline
Outlook Wealth Advisors, LLC4,221$1.38M0.3%-8413F-HRTimeline
STEPH & CO4,220$1.38M0.35%+19313F-HRTimeline
Core Wealth Advisors, Inc.4,215$1.38M0.28%+1,59813F-HRTimeline
Planning Center, Inc.4,214$1.38M0.13%+12313F-HRTimeline
DELPHI MANAGEMENT INC /MA/4,211$1.38M1.35%+45213F-HRTimeline
Spartan Planning & Wealth Management4,201$1.38M0.92%+1,18913F-HRTimeline
AMI ASSET MANAGEMENT CORP4,199$1.37M0.08%-1713F-HRTimeline
Investment Advisory Group, LLC4,199$1.37M0.3%+13413F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…4,198$1.37M1.08%013F-HRTimeline
Taylor Financial Group, Inc.4,192$1.37M0.75%013F-HRTimeline
Davidson Capital Management Inc.4,187$1.37M0.22%+12813F-HRTimeline
Stone Wealth Partners4,181$1.37M1%+2713F-HRTimeline
Capital Squared Financial LLC4,180$1.37M0.89%+8013F-HRTimeline
Warwick Investment Management, Inc.4,169$1.36M0.15%+22713F-HRTimeline
Disciplined Equity Management, Inc.4,168$1.36M0.6%+1513F-HRTimeline
Alliance Wealth Advisors, LLC4,164$1.36M0.54%-6313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,164$1.36M0.44%-20013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …4,162$1.36M0.07%+50113F-HRTimeline
Kaydan Wealth Management, Inc.4,161$1.36M0.42%-3213F-HRTimeline
Audent Global Asset Management, LLC4,150$1.36M1.52%-2,05813F-HRTimeline
Per Stirling Capital Management, LLC.4,150$1.36M0.13%+20813F-HRTimeline
Elm Partners Management LLC4,138$1.35M0.04%013F-HR/ATimeline
Philip James Wealth Mangement, LLC4,131$1.35M0.15%-38813F-HRTimeline
Arsenal Capital Advisors LLC4,121$1.35M0.8%-2013F-HRTimeline
BridgePort Financial Solutions, LLC4,116$1.35M0.34%-9113F-HRTimeline
Francis Financial, Inc.4,114$1.35M0.22%+17613F-HRTimeline
Griffith & Werner, Inc.4,108$1.34M0.63%+59613F-HRTimeline
Woodward Financial Advisors, Inc.4,097$1.34M0.45%+213F-HRTimeline
Caldwell Investment Management Ltd.4,100$1.34M0.88%013F-HRTimeline
Kingsman Wealth Management, Inc.4,095$1.34M0.63%+8213F-HRTimeline
Gemmer Asset Management LLC4,091$1.34M0.09%-2213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,086$1.34M0.9%-213F-HRTimeline
Parkwoods Wealth Partners, LLC4,085$1.34M0.21%+53013F-HRTimeline
Krane Financial Solutions LLC4,078$1.33M0.82%+9513F-HRTimeline
CULTIVAR CAPITAL, INC.4,074$1.33M0.86%013F-HRTimeline
Signature Equity Partners, LLC4,072$1.33M0.61%-36813F-HRTimeline
Integrity Advisory Solutions, LLC4,069$1.33M0.14%+91413F-HRTimeline
Sterneck Capital Management, LLC4,067$1.33M0.57%-1,04313F-HRTimeline
FINANCIAL CONSULATE, INC4,063$1.33M0.15%-3213F-HRTimeline
Sulzberger Capital Advisors, Inc.4,062$1.33M1.3%-8013F-HRTimeline
Drake & Associates, LLC4,059$1.33M0.22%-1,85113F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,058$1.33M0.05%-17013F-HRTimeline
Indie Asset Partners, LLC4,051$1.33M1.27%-4813F-HRTimeline
Alan B Lancz & Associates, Inc.4,048$1.33M1.15%013F-HRTimeline
Gibraltar Capital Management, Inc.4,046$1.32M0.2%+16413F-HRTimeline
Schrum Private Wealth Management LLC6,122$1.32M1.36%-4,76813F-HRTimeline
J. Derek Lewis & Associates Inc.4,030$1.32M0.25%+7213F-HRTimeline
Horizon Family Wealth, Inc.4,024$1.32M0.6%+2,04213F-HRTimeline
Bulltick Wealth Management, LLC4,024$1.32M0.27%-2,98213F-HRTimeline
DOHENY ASSET MANAGEMENT /CA4,024$1.32M0.76%013F-HRTimeline
Silver Grove Financial Group, Inc.4,014$1.31M0.71%-1,90513F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,643$1.31M0.73%+1213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,988$1.31M0.09%+68713F-HRTimelineGroup
Lewis Asset Management, LLC3,996$1.31M0.46%+23113F-HRTimeline
TSFG, LLC3,995$1.31M0.16%+2613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC3,994$1.31M0.31%+5513F-HRTimeline
Sterling Group Wealth Management, LLC3,989$1.31M0.54%-3113F-HRTimeline
Hidden Cove Wealth Management, LLC3,989$1.31M0.72%+28913F-HRTimeline
Avail Investment Partners, LLC3,985$1.3M1%+1,00513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,985$1.3M0.02%+2,22913F-HRTimelineGroup
Silicon Valley Capital Partners3,983$1.3M0.11%-54513F-HRTimeline
Worthington Financial Partners, LLC3,981$1.3M1.08%+72313F-HRTimeline
Charter Capital Management, LLC\DE3,980$1.3M0.58%-7613F-HRTimeline
Narus Financial Partners, LLC3,978$1.3M0.33%-41013F-HRTimeline
Independence Financial Advisors, LLC3,972$1.3M0.34%+513F-HRTimeline
Hardin Capital Partners, LLC3,960$1.3M0.6%-21613F-HRTimeline
Centiva Capital, LP3,967$1.3M0.04%-12,00813F-HRTimeline
North Capital, Inc.3,965$1.3M0.98%+6513F-HRTimeline
Richard P Slaughter Associates Inc3,958$1.3M0.26%-3,06213F-HRTimeline
Challenger Wealth Management3,957$1.3M0.95%-3413F-HRTimeline
Burnham & Co LLC3,955$1.29M1.04%13F-HRTimeline
Probity Advisors, Inc.3,952$1.29M0.19%-413F-HRTimeline
Clark & Stuart, Inc3,943$1.29M0.81%+5513F-HRTimeline
Fiduciary Wealth Partners, LLC3,941$1.29M0.71%+3213F-HRTimeline
KEYVANTAGE WEALTH, LLC3,939$1.29M0.49%+6213F-HRTimeline
Riverview Trust Co3,936$1.29M1.53%013F-HRTimeline
Bank of Marin3,936$1.29M0.9%-8513F-HRTimeline
Long Road Investment Counsel, LLC3,932$1.29M0.47%013F-HRTimeline
EntryPoint Capital, LLC3,929$1.29M0.31%new13F-HRTimeline
Ariadne Wealth Management, LP3,927$1.29M0.57%+43213F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,916$1.28M0.88%+1113F-HRTimeline
Cascade Financial Partners, LLC3,916$1.28M0.11%-5813F-HRTimeline
Prasad Wealth Partners, LLC3,910$1.28M0.31%+7913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,908$1.28M0.16%-8513F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC3,907$1.28M0.21%013F-HRTimeline