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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
ROVIN CAPITAL /UT/ /ADV4,860$1.57M0.42%+1,30713F-HRTimeline
Engineers Gate Manager LP4,857$1.57M0.02%new13F-HRTimeline
Taylor Hoffman Capital Management LLC4,853$1.56M0.47%013F-HRTimeline
PhiloSmith Capital Corp4,850$1.56M0.43%013F-HRTimeline
DELPHI MANAGEMENT INC /MA/4,845$1.56M1.52%-16413F-HRTimeline
State of Wyoming4,836$1.56M0.17%-25513F-HRTimeline
GenTrust, LLC4,834$1.56M0.07%-1,42013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,829$1.56M0.13%-71013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,827$1.56M0.28%+13213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,824$1.55M0.62%013F-HRTimelineGroup
Womack Financial LLC4,822$1.55M1.15%-22013F-HRTimeline
Peregrine Asset Advisers, Inc.4,821$1.55M0.44%-7013F-HRTimeline
Park Capital Management, LLC / WI4,816$1.55M1.11%-24213F-HRTimeline
Integrated Quantitative Investments LLC4,812$1.55M0.33%+2,82813F-HRTimeline
Davis Investment Partners, LLC4,758$1.55M0.54%-1,60013F-HRTimeline
Aspen Wealth Management LLC4,803$1.55M0.33%+1813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,799$1.55M0.08%+3713F-HRTimelineGroup
Capula Management Ltdin group Capula Management Ltd4,798$1.55M0.01%-3,84713F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
McLaughlin Asset Management, Inc.4,795$1.55M1.38%13F-HRTimeline
Berkeley Capital Partners, LLC4,795$1.54M0.36%-2,93913F-HRTimeline
Signature Equity Partners, LLC4,790$1.54M0.85%13F-HRTimeline
Andrews Advisory Associates, LLC4,787$1.54M0.82%13F-HRTimeline
Aspen Capital Management, LLC4,782$1.54M0.38%+13613F-HRTimeline
Elevated Private Wealth, LLC4,779$1.54M1.6%13F-HRTimeline
Future Fund LLC4,770$1.54M0.49%-65113F-HRTimeline
Financial Planning Hawaii, Inc.4,769$1.54M0.89%13F-HRTimeline
Schorn Wealth LLC4,765$1.54M0.47%+5213F-HRTimeline
Almanack Investment Partners, LLC.4,760$1.53M0.26%+15013F-HRTimeline
Retirement Planning Co of New England, …4,757$1.53M0.61%-4213F-HRTimeline
Hamilton Wealth, LLC4,748$1.53M0.29%+40513F-HR/ATimeline
Red Wave Investments LLC4,746$1.53M0.45%-4013F-HRTimeline
OPAL CAPITAL LLC4,747$1.53M0.38%13F-HRTimeline
Northstar Financial Companies, Inc.4,744$1.53M1.22%+1,53313F-HRTimeline
Pasadena Private Wealth, LLC4,739$1.53M0.21%-4413F-HRTimeline
Blue Line Capital, LLC / IL4,734$1.53M1.81%13F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC4,684$1.52M0.38%+2213F-HRTimeline
Madison Wealth Partners, Inc4,725$1.52M0.28%-45013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,715$1.52M0.34%+18713F-HRTimeline
PFW Advisors LLC4,714$1.52M0.46%-17413F-HRTimeline
Old Peak Finance LLC4,708$1.52M0.94%13F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,700$1.51M0.12%+28913F-HRTimeline
Evanson Asset Management, LLC4,699$1.51M0.08%+913F-HRTimeline
Hamilton Capital, LLC4,698$1.51M0.08%13F-HRTimeline
Sandro Wealth Management LLC4,687$1.51M1.25%13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC4,686$1.51M0.34%013F-HRTimeline
FORM Wealth Advisors, LLC4,683$1.51M0.18%13F-HRTimeline
Goldenstone Wealth Management LLC4,683$1.51M1.13%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…4,680$1.51M0.38%+6013F-HRTimeline
Grove Street Fiduciary, LLC4,673$1.51M0.63%013F-HRTimeline
MBE Wealth Management, LLC4,673$1.51M0.63%+4513F-HRTimeline
Darden Wealth Group Inc4,670$1.51M0.73%+1313F-HRTimeline
RVW Wealth, LLC4,668$1.5M0.11%+513F-HRTimeline
Prosperity Bancshares Inc4,666$1.5M1.36%13F-HRTimeline
Unify Financial Advisors4,663$1.5M1.57%13F-HRTimeline
Expressive Wealth LLC4,662$1.5M1.62%13F-HRTimeline
Nicholas Wealth, LLC.4,660$1.5M1.01%+73913F-HR/ATimeline
Highland Financial Advisors, LLC4,659$1.5M0.42%+6113F-HRTimeline
Severin Investments, LLC4,657$1.5M1.33%-19213F-HRTimeline
Smart Portfolios, LLC4,650$1.5M1.49%+3013F-HRTimeline
Novak & Powell Financial Services, Inc.4,637$1.49M0.78%-1,03313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,634$1.49M0.19%+86613F-HRTimeline
Dogwood Wealth Management LLC4,633$1.49M0.66%-54513F-HRTimeline
Prostatis Group LLC4,627$1.49M0.36%+2,11313F-HRTimeline
Activest Wealth Management4,616$1.49M0.28%-1,66113F-HRTimeline
SBI Okasan Asset Management Co.Ltd.4,590$1.49M0.08%13F-HRTimeline
Campion Asset Management4,609$1.49M1.03%-2313F-HRTimeline
Oak Grove Capital LLC4,600$1.48M0.29%new13F-HRTimeline
Pathfinder Wealth Consulting, Inc.4,597$1.48M0.94%13F-HRTimeline
CWS Financial Advisors, LLC4,597$1.48M0.4%+113F-HRTimeline
Morse Asset Management, Inc4,588$1.48M0.3%+1,90013F-HRTimeline
Gibraltar Capital Management, Inc.4,582$1.48M0.25%+49813F-HRTimeline
Discipline Wealth Solutions, LLC4,578$1.48M0.27%+48113F-HRTimeline
Avalon Trust Co4,571$1.47M0.1%013F-HRTimeline
Paladin Wealth, LLC4,564$1.47M1%-27113F-HRTimeline
Mainsail Financial Group, LLC4,554$1.47M0.61%-19513F-HRTimeline
SYKON CAPITAL LLC4,523$1.46M0.47%+1113F-HRTimeline
Larry Mathis Financial Planning, LLC4,522$1.46M1.29%13F-HRTimeline
Bulltick Wealth Management, LLC4,497$1.45M0.31%-51413F-HRTimeline
Green Ridge Wealth Planning LLC4,497$1.45M0.74%13F-HRTimeline
Lakeshore Capital Group, Inc.4,495$1.45M1.16%+11413F-HRTimeline
Enclave Advisors LLC4,494$1.45M0.21%-1413F-HRTimeline
EdgeRock Capital LLC4,480$1.44M0.38%+62013F-HRTimeline
O'Neil Global Advisors, Inc.4,464$1.44M0.49%-1,10213F-HRTimeline
Hara Capital LLC4,461$1.44M0.8%-5013F-HRTimeline
Geremia Financial Services, LLC4,451$1.43M1.18%13F-HRTimeline
Dorato Capital Management4,652$1.43M1.07%13F-HRTimeline
GenWealth Group, Inc.4,279$1.43M0.24%+32113F-HRTimeline
Ellevest, Inc.4,441$1.43M0.2%+9013F-HRTimeline
TPG Advisors LLC4,437$1.43M0.89%+313F-HRTimeline
SPWM Advisors LLC4,428$1.43M1.37%13F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV4,426$1.43M1.19%-8513F-HRTimeline
Center For Asset Management LLC4,422$1.42M0.75%+17313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,420$1.42M0.25%+28113F-HRTimeline
STAR Financial Bank4,415$1.42M0.73%-1,34813F-HRTimeline
Vericrest Private Wealth4,407$1.42M1.26%13F-HRTimeline
Alan B Lancz & Associates, Inc.4,406$1.42M1.25%013F-HRTimeline
Borer Denton & Associates, Inc.4,404$1.42M0.48%013F-HRTimeline
LeConte Wealth Management, LLC4,398$1.42M0.93%+42713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.4,395$1.42M0.3%+5313F-HRTimeline
GatePass Capital, LLC4,393$1.42M0.73%-45613F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,387$1.41M0.3%+86813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,385$1.41M0.2%+47613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.4,383$1.41M1.2%+513F-HRTimeline
CALIFORNIA FIRST LEASING CORP4,380$1.41M0.46%013F-HRTimeline
Second Half Financial Partners, LLC4,373$1.41M0.63%-5613F-HRTimeline
FCA CORP /TX4,358$1.4M0.4%-2313F-HRTimeline
Summit Wealth Partners, LLC4,346$1.4M0.26%+113F-HRTimeline
Pacific Point Advisors, LLC4,345$1.4M0.75%+52213F-HRTimeline
Windsor Advisory Group, LLC4,342$1.4M1.25%-27313F-HRTimeline
THOMAS STORY & SON LLC4,340$1.4M0.52%-7213F-HRTimeline
LWM Advisory Services, LLC4,337$1.4M0.82%-1,06813F-HRTimeline
Reynders McVeigh Capital Management, LLC4,324$1.39M0.07%-11413F-HRTimeline
Tripletail Wealth Management, LLC4,321$1.39M1.76%+19413F-HRTimeline
Proficio Capital Partners LLC4,309$1.39M0.1%-37113F-HRTimeline
One Day In July LLC4,307$1.39M0.11%+66013F-HRTimeline
Independence Financial Advisors, LLC4,279$1.38M0.38%+3,45113F-HRTimeline
Ipsen Advisor Group LLC4,272$1.38M0.98%-53013F-HRTimeline
Bravias Capital Group, LLC4,265$1.37M0.83%+42913F-HRTimeline
Clearwater Capital Advisors, LLC4,256$1.37M0.11%-14413F-HRTimeline
GSG Advisors LLC4,256$1.37M0.35%+3613F-HRTimeline
Poehling Capital Management, INC.4,255$1.37M0.28%013F-HRTimeline
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…4,253$1.37M1.33%013F-HRTimelineGroup
SUMMITRY LLC4,248$1.37M0.06%+36213F-HRTimeline
S.A. Mason LLC4,245$1.37M0.54%+8713F-HRTimeline
Lumbard & Kellner, LLC4,234$1.36M0.48%+5013F-HRTimeline
Wayfinding Financial, LLC4,231$1.36M0.58%-26413F-HRTimeline
Cadent Capital Advisors, LLC4,229$1.36M0.36%-2013F-HRTimeline
Wealth Group, Ltd.4,215$1.36M1.32%13F-HRTimeline
Alvarez & Marsal Private Wealth Partner…4,210$1.36M0.26%13F-HRTimeline
Towercrest Capital Management4,204$1.35M0.21%-6513F-HRTimeline
Bluesphere Advisors LLC4,204$1.35M0.6%+1313F-HRTimeline
Colter Lewis Investment Partners LLC4,201$1.35M1.57%13F-HRTimeline
FIDUCIENT ADVISORS LLC4,200$1.35M0.17%+40213F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…4,198$1.35M1.27%13F-HRTimeline
GGM Financial LLC4,196$1.35M0.66%+1313F-HRTimeline
Taylor Financial Group, Inc.4,192$1.35M0.79%013F-HRTimeline
Narus Financial Partners, LLC4,188$1.35M0.37%+8113F-HRTimeline
Arsenal Capital Advisors LLC4,179$1.35M0.95%13F-HRTimeline
Gemmer Asset Management LLC4,175$1.35M0.1%-30113F-HRTimeline
Fourth Dimension Wealth, LLC4,174$1.35M0.49%-5313F-HRTimeline
Hassell Wealth Management, LLC4,304$1.34M0.45%+113F-HRTimeline
Alliance Wealth Management Group4,173$1.34M0.3%-6513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,173$1.34M0.08%-2,00513F-HRTimeline
LANDAAS & CO /WI /ADV4,171$1.34M0.3%013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd4,166$1.34M0.48%new13F-HRTimelineGroup
Elite Wealth Management, Inc.4,166$1.34M0.37%+9113F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC4,162$1.34M0.72%-2113F-HRTimeline
Hardin Capital Partners, LLC4,161$1.34M0.63%+21213F-HRTimeline
Elevated Financial Group LLC4,157$1.34M0.46%13F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,152$1.34M0.06%+5913F-HRTimeline
Tevis Investment Management4,238$1.34M0.8%013F-HRTimeline
O'Brien Wealth Partners LLC4,148$1.34M0.18%+313F-HRTimeline
Alliance Wealth Advisors, LLC4,148$1.34M0.64%-5413F-HRTimeline
Sulzberger Capital Advisors, Inc.4,142$1.33M1.35%-1,13013F-HRTimeline
Operose Advisors LLC4,134$1.33M0.31%-2113F-HRTimeline
Affinity Capital Advisors, LLC4,121$1.33M0.18%+17313F-HRTimeline
ORG Partners LLC4,117$1.33M0.23%+49913F-HRTimeline
Elm Partners Management LLC4,114$1.33M0.05%+20413F-HR/ATimeline
Outlook Wealth Advisors, LLC4,114$1.33M0.3%+76613F-HRTimeline
Single Point Partners, LLC4,111$1.32M0.26%-6113F-HRTimeline
Kaydan Wealth Management, Inc.4,111$1.32M0.38%-713F-HRTimeline
Woodward Financial Advisors, Inc.4,111$1.32M0.5%-4213F-HRTimeline
BridgePort Financial Solutions, LLC4,105$1.32M0.36%-5213F-HRTimeline
Whelan Financial4,102$1.32M0.41%-52013F-HRTimeline
Bank of Marin4,101$1.32M0.91%-213F-HRTimeline
Goldstein Advisors, LLC4,099$1.32M0.15%-5713F-HRTimeline
KEYVANTAGE WEALTH, LLC4,093$1.32M0.56%-43613F-HRTimeline
R.H. Dinel Investment Counsel, Inc.4,092$1.32M0.97%013F-HRTimeline
M3 Advisory Group, LLC4,075$1.31M0.8%+5513F-HRTimeline
TSFG, LLC4,073$1.31M0.2%+313F-HRTimeline
CULTIVAR CAPITAL, INC.4,074$1.31M0.84%+24213F-HRTimeline
Probity Advisors, Inc.4,071$1.31M0.21%-813F-HRTimeline
Peck Wealth Management, LLC4,052$1.31M1.23%-50013F-HRTimeline
Investment Advisory Group, LLC4,041$1.3M0.33%-8313F-HRTimeline
Kingsman Wealth Management, Inc.4,038$1.3M0.7%+16513F-HRTimeline
Cascade Financial Partners, LLC4,034$1.3M0.13%+12213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC4,033$1.3M0.38%+1013F-HRTimeline
FINANCIAL CONSULATE, INC4,028$1.3M0.18%-1,48313F-HRTimeline
Secure Asset Management, LLC4,027$1.3M0.2%-30613F-HRTimeline
DOHENY ASSET MANAGEMENT /CA4,024$1.3M0.79%013F-HRTimeline
STEPH & CO4,024$1.3M0.37%-53913F-HRTimeline
Emerald Advisors, LLC4,021$1.3M0.18%-1013F-HRTimeline
TrueWealth Advisors, LLC4,015$1.29M0.34%-70113F-HRTimeline
Challenger Wealth Management4,001$1.29M0.98%013F-HRTimeline
WENDELL DAVID ASSOCIATES INC4,000$1.29M0.13%013F-HRTimeline
GREENHAVEN ASSOCIATES INC4,000$1.29M0.02%013F-HRTimeline
Bayesian Capital Management, LP4,000$1.29M2.95%new13F-HRTimeline
VestGen Investment Management3,997$1.29M0.71%+43713F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,993$1.29M1.06%-12413F-HRTimeline
Arcus Capital Partners, LLC3,987$1.28M0.46%+2,63613F-HRTimeline
Sterling Group Wealth Management, LLC3,987$1.28M0.62%+213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,984$1.28M0.22%-14713F-HRTimeline
Ardent Capital Management, Inc.3,984$1.28M0.51%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC3,983$1.28M0.38%-6313F-HRTimeline
D.B. Root & Company, LLC3,978$1.28M0.31%-7713F-HRTimeline
PSI Advisors, LLC3,971$1.28M0.32%+16713F-HRTimeline
Cyr Financial Inc.3,970$1.28M0.8%+8113F-HRTimeline
Warwick Investment Management, Inc.3,968$1.28M0.2%+13313F-HRTimeline
Indie Asset Partners, LLC3,963$1.28M1.42%+19913F-HRTimeline
NBZ Investment Advisors LLC3,962$1.28M0.56%013F-HRTimeline