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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
Ardent Capital Management, Inc.3,902$1.28M0.53%-513F-HRTimeline
BANTAMAC CAPITAL, LLC3,900$1.28M0.91%013F-HRTimeline
Hoxton Planning & Management, LLC3,897$1.28M0.33%+5713F-HRTimeline
R.H. Dinel Investment Counsel, Inc.3,892$1.27M0.98%-20013F-HRTimeline
Affinity Capital Advisors, LLC3,769$1.27M0.16%-4313F-HRTimeline
TrueWealth Advisors, LLC3,888$1.27M0.29%-7913F-HRTimeline
Tanager Wealth Management LLP3,885$1.27M0.11%+17713F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,765$1.27M0.38%+1113F-HRTimeline
Owl Creek Wealth Partners LLC3,878$1.27M0.37%+31813F-HRTimeline
WENDELL DAVID ASSOCIATES INC3,875$1.27M0.13%-12513F-HRTimeline
Merrion Investment Management Co, LLC3,872$1.27M0.6%013F-HRTimeline
Center For Asset Management LLC3,868$1.27M0.56%-62913F-HRTimeline
Fermata Advisors, LLC3,867$1.27M0.26%+18313F-HRTimeline
Lifeworks Advisors, LLC3,864$1.26M0.13%+17413F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,861$1.26M0.57%013F-HRTimeline
Avantra Family Wealth, Inc.3,857$1.26M0.81%+1413F-HRTimeline
Persium Advisors, LLC3,857$1.26M0.82%+32013F-HR/ATimeline
LCM Capital Management Inc3,854$1.26M0.55%-2613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,846$1.26M0.11%+29813F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC3,845$1.26M0.2%+69613F-HRTimeline
SWISS RE LTDin group SWISS RE LTD3,843$1.26M0.11%+3,50913F-HRTimelineGroup
Future Fund LLC3,842$1.26M0.36%+4813F-HRTimeline
Wescott Financial Advisory Group, LLC3,832$1.25M0.1%+12813F-HRTimeline
Secure Asset Management, LLC3,831$1.25M0.18%-53613F-HRTimeline
Harbor Group, Inc.3,820$1.25M0.15%+1913F-HRTimeline
FIRST COMMUNITY TRUST NA3,816$1.25M0.56%+7713F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV3,815$1.25M0.98%-42213F-HRTimeline
DMC Group, LLC3,815$1.25M0.86%-1,12413F-HRTimeline
Shulman DeMeo Asset Management LLC3,815$1.25M0.23%-11913F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,814$1.25M0.31%-5213F-HRTimeline
Poehling Capital Management, INC.3,810$1.25M0.27%-28313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,809$1.25M0.32%+2,86413F-HRTimeline
VANCE WEALTH, LLC3,799$1.24M0.28%+51813F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC3,799$1.24M1.21%13F-HR/ATimeline
Prostatis Group LLC3,790$1.24M0.29%-1,03913F-HRTimeline
D.B. Root & Company, LLC3,785$1.24M0.26%+4913F-HRTimeline
Stonebridge Financial Group, LLC / MO3,785$1.24M0.82%-4613F-HRTimeline
Heck Capital Advisors, LLC3,780$1.24M0.07%-1113F-HRTimeline
Walser Wealth Management Company, A Ltd…3,773$1.23M0.51%-4813F-HRTimeline
Crescent Grove Advisors, LLC3,763$1.23M0.1%-3,17613F-HRTimeline
Fulcrum Equity Management3,757$1.23M1%+1113F-HRTimeline
Rise Advisors, LLC3,750$1.23M0.35%+11613F-HRTimeline
KDT Advisors, LLC3,747$1.23M1.7%013F-HRTimeline
Investment Planning Advisors, Inc.3,743$1.23M0.28%+24613F-HRTimeline
von Borstel & Associates, Inc.3,732$1.22M0.25%+2613F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,724$1.22M0.39%+28513F-HRTimeline
Santori & Peters, Inc.3,719$1.22M0.34%+913F-HRTimeline
William Mack & Associates, Inc.3,717$1.22M0.43%+1,24813F-HRTimeline
Hughes Financial Services, LLC3,713$1.22M0.16%+6613F-HRTimeline
Rooted Wealth Advisors, Inc.3,711$1.21M0.3%+2013F-HRTimeline
Gambit Capital Management, LLC3,710$1.21M0.71%+1513F-HRTimeline
FORM Wealth Advisors, LLC3,705$1.21M0.13%-71713F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC3,704$1.21M0.16%+61213F-HR/ATimeline
INVENIO WEALTH PARTNERS LLC3,702$1.21M0.43%+5713F-HRTimeline
NCP Inc.3,700$1.21M1.69%013F-HRTimeline
Michael Brady & Co., LLC3,692$1.21M1.07%-20013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC3,692$1.21M0.46%+18113F-HRTimeline
MFA Wealth Services3,691$1.21M0.72%+1713F-HRTimeline
Bluesphere Advisors LLC3,690$1.21M0.37%-613F-HRTimeline
Semus Wealth Partners LLC3,689$1.21M0.58%-3513F-HRTimeline
Accuvest Global Advisors3,684$1.21M1.04%+54913F-HRTimeline
Quantum Portfolio Management LLC3,684$1.21M0.43%-713F-HRTimeline
Wealth Science Advisors LLC3,681$1.2M0.54%+56913F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC3,676$1.2M0.6%-25513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,083$1.2M0.21%013F-HRTimeline
Pine Haven Investment Counsel, Inc3,666$1.2M0.81%013F-HRTimeline
DecisionMap Wealth Management, LLC3,665$1.2M0.67%+38613F-HRTimeline
Advance Capital Management, Inc.3,664$1.2M0.04%-15913F-HRTimeline
Holland Advisory Services, Inc.3,663$1.2M1.32%-19913F-HRTimeline
GLR Partners, LLC3,660$1.2M0.56%-11313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,659$1.2M0.32%+15513F-HRTimeline
Safeguard Investment Advisory Group, LLC3,660$1.2M0.28%+3613F-HRTimeline
Bravera Wealth3,658$1.2M0.46%+31813F-HRTimeline
OPAL CAPITAL LLC3,654$1.2M0.21%-64313F-HRTimeline
Napier Financial, LLC3,652$1.2M0.25%-5813F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC3,652$1.2M0.11%-44513F-HRTimeline
Elevated Financial Group LLC3,652$1.2M0.34%-66313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,650$1.19M1.22%13F-HRTimeline
CARLSON FINANCIAL, INC.3,638$1.19M0.61%+11613F-HRTimeline
LifePlan Investment Advisors, Inc.3,630$1.19M0.41%+15513F-HRTimeline
RASP WEALTH SOLUTIONS, LLC3,620$1.18M0.39%13F-HRTimeline
Iron Gate Global Advisors LLC3,617$1.18M0.11%+6213F-HRTimeline
Towercrest Capital Management3,612$1.18M0.16%-61613F-HRTimeline
Compass Ion Advisors, LLC3,610$1.18M0.1%-27713F-HRTimeline
Aegis Wealth Management LLC3,605$1.18M0.55%new13F-HRTimeline
Mach-1 Financial Group, LLC3,601$1.18M0.46%-3,82613F-HRTimeline
RENASANT BANK3,601$1.18M0.76%-2,70713F-HRTimeline
Fortitude Family Office, LLC3,600$1.18M0.23%+19513F-HRTimeline
Summa Corp.3,600$1.18M0.37%-20013F-HRTimeline
J.E. Simmons & Co., P.C.3,594$1.18M0.66%013F-HRTimeline
Greenline Wealth Management LLC3,592$1.18M0.97%+19913F-HRTimeline
1776 Wealth LLC3,584$1.17M0.41%+213F-HRTimeline
COOPER/HAIMS ADVISORS, LLC3,583$1.17M0.5%-73113F-HRTimeline
IVC Wealth Advisors LLC3,583$1.17M0.46%-1813F-HRTimeline
Meramec Financial Planners, LLC3,288$1.17M0.43%+93313F-HRTimeline
Tilson Financial Group, Inc.3,570$1.17M0.32%+313F-HRTimeline
TFB Advisors LLC3,565$1.17M0.51%+1,09313F-HRTimeline
tru Independence LLC3,562$1.17M0.51%-63813F-HRTimeline
Alliance Wealth Management Group3,557$1.16M0.23%-61613F-HRTimeline
Strathmore Capital Advisors, Inc.3,372$1.16M0.31%013F-HRTimeline
Hamilton Wealth, LLC3,551$1.16M0.21%+10313F-HRTimeline
Wealth Advisors of Iowa, LLC3,550$1.16M0.31%+113F-HRTimeline
BlueSky Wealth Advisors, LLC3,547$1.16M0.13%-18213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV3,546$1.16M0.29%+83013F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC3,543$1.16M0.39%+15013F-HRTimelineGroup
Horst & Graben Wealth Management LLC3,472$1.16M0.15%+213F-HRTimeline
Sonoma Private Wealth LLC3,533$1.16M1.24%-6113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,531$1.16M0.28%+2913F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.3,529$1.16M<0.01%013F-HRTimeline
Lexington Hill Partners, LLC3,525$1.15M0.56%+48413F-HRTimeline
SPWM Advisors LLC3,381$1.15M1.07%-63413F-HRTimeline
Abound Wealth Management3,520$1.15M0.23%-25013F-HRTimeline
Opal Wealth Advisors, LLC3,519$1.15M0.25%+21513F-HRTimeline
Hobart Private Capital, LLC3,519$1.15M0.2%+1313F-HRTimeline
Hilton Head Capital Partners, LLC3,516$1.15M0.58%-30213F-HRTimeline
Wallace Capital Management Inc.3,515$1.15M0.13%+1,12513F-HRTimeline
Knuff & Co LLC3,507$1.15M0.29%+1,22513F-HRTimeline
Concentrum Wealth Management3,504$1.15M0.27%+22213F-HRTimeline
POSTROCK PARTNERS LLC3,502$1.15M0.47%013F-HRTimeline
Truepoint, Inc.3,499$1.15M0.02%+13313F-HRTimeline
WJ Interests, LLC3,498$1.15M0.44%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,490$1.14M0.39%-12313F-HRTimeline
Single Point Partners, LLC3,482$1.14M0.2%+113F-HRTimeline
Millennium Capital Advisors, LLC3,481$1.14M0.62%013F-HRTimeline
ISTHMUS PARTNERS, LLC3,481$1.14M0.11%-3213F-HRTimeline
Delta Wealth Advisors LLC3,477$1.14M0.81%+1,70113F-HRTimeline
W.H. Cornerstone Investments Inc.3,474$1.14M0.64%+1,61013F-HRTimeline
LANDAAS & CO /WI /ADV3,464$1.13M0.21%-70713F-HRTimeline
Richmond Brothers, Inc.3,459$1.13M0.59%new13F-HRTimeline
Coastwise Capital Group, LLC3,457$1.13M0.66%-20213F-HRTimeline
Wealthspire Retirement, LLC3,457$1.13M0.06%+4413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,456$1.13M0.52%+1013F-HRTimeline
Firestone Capital Management3,451$1.13M0.21%-1213F-HRTimeline
Old North State Wealth Management, LLC3,437$1.13M0.48%+4313F-HRTimeline
Vawter Financial, Ltd.3,442$1.13M0.42%+11613F-HRTimeline
Quantum Private Wealth, LLC3,438$1.13M0.29%-1013F-HRTimeline
Bank & Trust Co3,438$1.13M0.71%+8113F-HRTimeline
Gouws Capital LLC3,433$1.12M0.52%013F-HRTimeline
Cardinal Strategic Wealth Guidance3,432$1.12M0.25%-11413F-HRTimeline
Ascension Capital Advisors, Inc.3,430$1.12M0.32%+12613F-HRTimeline
Heritage Family Offices, LLP3,425$1.12M0.43%+1,02713F-HRTimeline
Pacific Excel Wealth Advisors, Inc.3,425$1.12M0.43%+2,20913F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,423$1.12M0.13%+54613F-HRTimeline
Freedom Day Solutions, LLC3,422$1.12M0.25%+1,89513F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,282$1.12M0.44%-98413F-HRTimeline
CAXTON ASSOCIATES LLP3,411$1.12M0.02%-97813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,409$1.12M0.33%+18113F-HRTimeline
Holcombe Financial, Inc.3,408$1.12M0.63%+26113F-HRTimeline
Beckerman Institutional, LLC3,400$1.11M0.53%013F-HRTimeline
Ackerman Capital Advisors, LLC3,398$1.11M0.22%+6213F-HRTimeline
Maltin Wealth Management, Inc.3,397$1.11M0.37%-1113F-HRTimeline
TENET WEALTH PARTNERS, LLC3,118$1.11M0.83%13F-HRTimeline
Oxford Wealth Group, LLC3,389$1.11M0.5%-10913F-HRTimeline
TruNorth Capital Management, LLC3,389$1.11M0.18%+1513F-HRTimeline
VestGen Investment Management3,388$1.11M0.59%-19213F-HRTimeline
Magnolia Private Wealth, LLC3,388$1.11M0.61%+8813F-HRTimeline
Wealth Quarterback LLC3,386$1.11M0.34%+1,14613F-HRTimeline
Next Capital Management LLC3,380$1.11M0.3%+8713F-HRTimeline
Core Capital Management & Research, inc.3,102$1.11M0.58%13F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.3,376$1.11M0.75%-989,70813F-HRTimeline
GRANVILLE CAPITAL, INC.3,375$1.1M0.49%-20013F-HRTimeline
Mullooly Asset Management, Inc.3,368$1.1M0.34%+1113F-HRTimeline
RVW Wealth, LLC3,365$1.1M0.07%-7313F-HRTimeline
ACORN CREEK CAPITAL LLC3,361$1.1M0.37%-4413F-HRTimeline
Keating Financial Advisory Services, In…3,359$1.1M0.14%+51513F-HRTimeline
Wall Street Financial Group, Inc.3,358$1.1M0.59%+31613F-HRTimeline
Bright Futures Wealth Management, LLC.3,357$1.1M0.71%-6413F-HRTimeline
GUIDANCE CAPITAL, INC3,198$1.1M0.23%013F-HRTimeline
Peck Wealth Management, LLC3,352$1.1M0.92%-50013F-HRTimeline
Cogent Private Wealth, Inc.3,349$1.1M0.69%+25413F-HRTimeline
ECOFI INVESTISSEMENTS SA3,350$1.1M3.92%-35013F-HRTimeline
FSA Advisors, Inc.3,339$1.1M0.5%-2613F-HR/ATimeline
Rede Wealth, LLC3,338$1.09M0.36%013F-HRTimeline
Lionshead Wealth Management, LLC3,336$1.09M0.71%+14413F-HRTimeline
apricus wealth, LLC3,334$1.09M0.52%+5613F-HRTimeline
Buttonwood Financial Advisors Inc.3,329$1.09M0.33%-613F-HRTimeline
South Shore Capital Advisors3,327$1.09M0.73%+113F-HRTimeline
Capital Management Associates, Inc3,325$1.09M0.22%+6313F-HRTimeline
Payne Capital Management, LLC3,320$1.09M0.29%+56713F-HRTimeline
Western Financial Corp/CA3,309$1.08M0.32%+11213F-HRTimeline
BCS Wealth Management3,305$1.08M0.19%+32913F-HRTimeline
Cornerstone Select Advisors, LLC3,301$1.08M0.45%+64413F-HRTimeline
Themes Management Co LLC3,291$1.08M0.71%-52213F-HRTimeline
Sanchez Gaunt Capital Management, LLC3,286$1.08M0.6%-12213F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …3,282$1.07M0.13%013F-HRTimeline
Mascoma Wealth Management LLC3,278$1.07M0.2%-9613F-HRTimeline
Weaver Consulting Group3,272$1.07M0.22%-213F-HRTimeline
MOTIVE WEALTH ADVISORS3,270$1.07M0.44%-1913F-HRTimeline
Tacita Capital Inc3,265$1.07M0.58%013F-HRTimeline
Capital Advantage, Inc.3,262$1.07M0.13%-1013F-HRTimeline
Clearwave Capital, LLC3,258$1.07M0.59%+64013F-HRTimeline
Illumine Investment Management, LLC0$1.07M0.69%-3,24113F-HRTimelineAmount filed as zero, left out of ratios.
Beacon Capital Management, LLC3,251$1.06M0.16%+52313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,248$1.06M1.04%013F-HRTimeline
Vertex Planning Partners, LLC3,247$1.06M0.16%+14313F-HRTimeline
Silver Lake Advisory, LLC3,245$1.06M0.38%-2313F-HRTimeline
AMERIFLEX GROUP, INC.3,245$1.06M0.43%+5913F-HRTimeline
Nova Wealth Management, Inc.3,237$1.06M0.58%+2613F-HRTimeline
Rose Capital Advisors LLC3,234$1.06M0.57%13F-HRTimeline
BETO FINANCIAL GROUP, LLC3,119$1.06M0.56%-4613F-HRTimeline