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
AUA CAPITAL MANAGEMENT, LLC	3,341	$969K	0.58%	0	13F-HR Timeline
Outlook Wealth Advisors, LLC	3,331	$966K	0.25%	+52	13F-HR Timeline
IVC Wealth Advisors LLC	3,327	$965K	0.47%	+53	13F-HR Timeline
Forefront Analytics, LLC	3,321	$963K	1.08%	-39	13F-HR/A Timeline
Mullooly Asset Management, Inc.	3,321	$963K	0.4%	+38	13F-HR Timeline
FIDUCIENT ADVISORS LLC	3,321	$963K	0.12%	-2,932	13F-HR Timeline
Old North State Wealth Management, LLC	3,311	$962K	0.5%	+300	13F-HR Timeline
Reyes Financial Architecture, Inc.	3,317	$962K	0.83%	+828	13F-HR Timeline
EHRLICH FINANCIAL GROUP	3,314	$961K	0.62%	+103	13F-HR Timeline
Fairtree Asset Management (Pty) Ltd	3,293	$955K	0.72%	0	13F-HR Timeline
FIRST COMMUNITY TRUST NA	3,292	$954K	0.78%	0	13F-HR Timeline
INSIGHT 2811, INC.	3,292	$954K	0.45%	+115	13F-HR Timeline
Capital Squared Financial LLC	3,291	$954K	1.11%		13F-HR Timeline
Uniting Wealth Partners, LLC	3,290	$954K	0.37%	+145	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	3,913	$954K	1.09%	0	13F-HR Timeline
PUFF WEALTH MANAGEMENT, LLC	3,288	$953K	1.56%	+845	13F-HR Timeline
Alpha Zero LLC	3,286	$953K	0.62%	+44	13F-HR Timeline
Cascade Investment Advisors, Inc.	3,283	$952K	0.61%	0	13F-HR Timeline
LifePlan Investment Advisors, Inc.	3,279	$951K	0.47%	+2,319	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	3,277	$950K	0.29%	+187	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	3,273	$949K	0.37%	-14	13F-HR Timeline
RBA Wealth Management, LLC	3,272	$949K	0.35%	-33	13F-HR Timeline
Arkos Global Advisors	3,269	$948K	0.13%	+209	13F-HR Timeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…	3,265	$947K	0.02%	+312	13F-HR/A Timeline Group
1858 WEALTH MANAGEMENT, LLC	3,265	$947K	0.7%	-141	13F-HR Timeline
Creekside Partners	3,263	$946K	0.45%	0	13F-HR Timeline
ACORN CREEK CAPITAL LLC	3,262	$946K	0.39%	+42	13F-HR Timeline
COOPER/HAIMS ADVISORS, LLC	3,261	$945K	0.47%	+213	13F-HR Timeline
Wallace Advisory Group, LLC	3,837	$941K	0.68%	-290	13F-HR Timeline
Montis Financial, LLC	3,233	$937K	0.26%	-245	13F-HR Timeline
Silver Lake Advisory, LLC	3,228	$936K	0.4%	+131	13F-HR Timeline
Truepoint, Inc.	3,226	$935K	0.02%	+753	13F-HR Timeline
WestHill Financial Advisors, Inc.	3,216	$932K	0.2%	+31	13F-HR Timeline
WEALTHGARDEN F.S. LLC	3,144	$931K	0.77%	+3	13F-HR Timeline
Wolff Financial Management LLC	3,212	$931K	0.24%	+3	13F-HR Timeline
Capital Advantage, Inc.	3,209	$930K	0.15%	-159	13F-HR Timeline
GREENBERG FINANCIAL GROUP	2,839	$929K	0.35%	-50	13F-HR Timeline
Weaver Consulting Group	3,204	$929K	0.26%	+30	13F-HR Timeline
Wealth Advisors of Iowa, LLC	3,200	$928K	0.35%	+101	13F-HR Timeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…	3,200	$928K	0.26%	+190	13F-HR Timeline
Harrington Investments, INC	3,196	$927K	0.49%	0	13F-HR Timeline
SP Asset Management LLC	3,190	$925K	0.08%	+54	13F-HR Timeline
LeConte Wealth Management, LLC	3,190	$925K	0.63%	+1,307	13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	3,170	$919K	1.24%	-23	13F-HR Timeline
Cherry Tree Wealth Management, LLC	3,164	$917K	0.21%	-78	13F-HR Timeline
Factor Wealth Management LTD	3,162	$917K	0.25%	+532	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	3,160	$916K	0.02%	+968	13F-HR Timeline
IRONWOOD INVESTMENT MANAGEMENT LLC	3,154	$914K	0.44%	0	13F-HR Timeline
MOGY JOEL R INVESTMENT COUNSEL INC	3,151	$914K	0.05%	0	13F-HR Timeline
RIVERSEDGE ADVISORS, LLC	3,150	$913K	0.18%	+239	13F-HR Timeline
Holcombe Financial, Inc.	3,147	$912K	0.69%	0	13F-HR Timeline
Pullen Investment Management, LLC	3,144	$911K	0.55%	-19	13F-HR Timeline
TRUST CO OF OKLAHOMA	3,138	$910K	0.29%	+749	13F-HR Timeline
Arbor Wealth Advisors LLC	3,138	$910K	0.74%	-15	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	3,138	$910K	0.08%	-2	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	3,135	$909K	0.33%	-33	13F-HR Timeline
HTG Investment Advisors, Inc.	3,130	$907K	0.34%	-118	13F-HR Timeline
Ruggaard & Associates LLC	3,123	$905K	0.36%	-95	13F-HR Timeline
Elwood & Goetz Wealth Advisory Group, L…	3,111	$902K	0.19%	+638	13F-HR Timeline
Clearview Wealth Advisors LLC	3,103	$900K	0.63%	+1	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	3,100	$899K	<0.01%	-900	13F-HR Timeline Group
Copley Financial Group, Inc.	3,100	$899K	0.67%	-178	13F-HR Timeline
KFA Private Wealth Group, LLC	3,098	$898K	0.28%	+253	13F-HR Timeline
Meridian Financial Advisors, LLC	3,095	$897K	0.58%	0	13F-HR Timeline
TruNorth Capital Management, LLC	3,095	$897K	0.2%	-564	13F-HR Timeline
WASHBURN CAPITAL MANAGEMENT, INC.	3,095	$897K	0.53%	+545	13F-HR Timeline
Atala Financial Inc	3,088	$895K	0.62%	0	13F-HR Timeline
Tacita Capital Inc	3,087	$895K	0.58%	+580	13F-HR Timeline
LongView Wealth Management	3,079	$893K	0.27%	-274	13F-HR Timeline
WealthTrust Asset Management, LLC	3,076	$892K	0.67%	-608	13F-HR Timeline
Magnolia Private Wealth, LLC	3,075	$891K	0.69%	-27	13F-HR Timeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …	3,076	$891K	0.04%	0	13F-HR Timeline Group
NORTH POINT PORTFOLIO MANAGERS CORP/OH	3,069	$890K	0.15%	0	13F-HR Timeline
Ring Mountain Capital, LLC	3,053	$889K	0.54%	+45	13F-HR Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC	3,066	$889K	0.45%	+9	13F-HR Timeline
denkapparat Operations GmbH	3,066	$889K	0.71%	0	13F-HR Timeline
Investmark Advisory Group LLC	3,059	$887K	0.42%	+8	13F-HR Timeline
BCS Wealth Management	3,056	$886K	0.19%	+783	13F-HR Timeline
Aletheian Wealth Advisors LLC	3,053	$885K	0.44%	-131	13F-HR Timeline
PENNINGTON PARTNERS & CO., LLC	3,048	$884K	0.47%	-161	13F-HR Timeline
Alpha Advisors, LLC/VA	3,046	$883K	0.76%	+114	13F-HR Timeline
Tiller Private Wealth, Inc.	3,037	$881K	0.33%	0	13F-HR Timeline
Hughes Financial Services, LLC	3,017	$879K	0.15%	+14	13F-HR Timeline
SUMMITRY LLC	3,029	$878K	0.04%	+190	13F-HR Timeline
Paragon Capital Management Ltd	3,028	$878K	0.16%	-60	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	3,027	$878K	0.76%	-30	13F-HR/A Timeline
ALLEN WEALTH MANAGEMENT, LLC	3,016	$874K	0.61%	-100	13F-HR Timeline
ISTHMUS PARTNERS, LLC	3,013	$873K	0.1%	+596	13F-HR Timeline
Elios Financial Group Inc.	3,012	$873K	0.4%	+3	13F-HR Timeline
Global Assets Advisory, LLC	3,003	$872K	0.34%	+810	13F-HR Timeline
DecisionMap Wealth Management, LLC	3,007	$872K	0.6%	+50	13F-HR Timeline
PORTLAND INVESTMENT COUNSEL INC.	3,000	$870K	0.26%	-3,251	13F-HR Timeline
Altshuler Shaham Ltd	3,000	$870K	0.03%	0	13F-HR Timeline
BOCHK Asset Management Ltd	3,000	$870K	0.25%	+2,000	13F-HR Timeline
ROBINSON SMITH WEALTH ADVISORS LLC	2,998	$869K	0.69%	-230	13F-HR Timeline
Hillcrest Wealth Advisors - NY, LLC	2,995	$868K	0.41%	-395	13F-HR Timeline
Abacus Wealth Partners, LLC	2,990	$867K	0.13%	+180	13F-HR Timeline
Future Financial Wealth Managment LLC	2,986	$866K	0.59%	+4	13F-HR Timeline
Harvest Investment Services, LLC	2,985	$865K	0.19%	+206	13F-HR Timeline
FSA Advisors, Inc.	2,984	$865K	0.7%	+12	13F-HR Timeline
Three Bridge Wealth Advisors, LLC	2,984	$865K	0.23%	+944	13F-HR Timeline
Verus Financial Partners, Inc.	3,054	$865K	0.09%	+854	13F-HR Timeline
Beacon Capital Management, LLC	2,980	$864K	0.12%	+43	13F-HR Timeline
WALLER FINANCIAL PLANNING GROUP, INC	2,976	$863K	0.21%	-267	13F-HR Timeline
Better Money Decisions, LLC	2,967	$860K	0.52%	+14	13F-HR Timeline
Strategic Financial Concepts, LLC	3,143	$860K	0.12%	+793	13F-HR Timeline
Wescott Financial Advisory Group, LLC	2,965	$860K	0.08%	+22	13F-HR Timeline
VSM Wealth Advisory, LLC	2,963	$859K	0.28%	+75	13F-HR Timeline
Centricity Wealth Management, LLC	2,962	$859K	0.69%	-137	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	2,954	$857K	0.29%	-296	13F-HR Timeline
Hidden Cove Wealth Management, LLC	2,953	$856K	0.62%	+195	13F-HR Timeline
TAGStone Capital, Inc.	2,956	$854K	0.35%	+321	13F-HR Timeline
CapWealth Advisors, LLC	2,937	$851K	0.08%	+38	13F-HR Timeline
Francis Financial, Inc.	2,934	$851K	0.2%	+178	13F-HR Timeline
Thoma Capital Management LLC	2,933	$851K	0.54%	-49	13F-HR Timeline
DHK Financial Advisors, Inc.	2,931	$850K	0.49%	+39	13F-HR Timeline
ESSEX INVESTMENT MANAGEMENT CO LLC	2,923	$847K	0.15%	0	13F-HR Timeline
Integrated Quantitative Investments LLC	2,922	$847K	0.25%	+792	13F-HR Timeline
Financial Freedom, LLC	2,919	$846K	0.46%	+5	13F-HR Timeline
Holos Integrated Wealth LLC	2,928	$845K	0.51%	-836	13F-HR Timeline
WEALTHEDGE INVESTMENT ADVISORS, LLC	2,913	$845K	0.35%	+14	13F-HR Timeline
Murphy & Mullick Capital Management Corp	2,871	$844K	0.69%	+718	13F-HR Timeline
My Personal CFO, LLC	2,910	$844K	0.38%	0	13F-HR Timeline
Rooted Wealth Advisors, Inc.	2,941	$844K	0.29%	+535	13F-HR Timeline
WMG Financial Advisors, LLC	2,909	$843K	0.31%	+17	13F-HR Timeline
Clarity Capital Partners LLC	2,908	$843K	0.3%	+12	13F-HR Timeline
Westwood Wealth Management	2,902	$841K	0.28%	+115	13F-HR Timeline
AMJ Financial Wealth Management	2,899	$840K	0.21%	-90	13F-HR Timeline
Jackson Wealth Management, LLC	2,897	$840K	0.09%	+1,871	13F-HR Timeline
Bond & Devick Financial Network, Inc.	2,897	$840K	0.28%	0	13F-HR Timeline
Arbor Investment Advisors, LLC	2,894	$839K	0.11%	0	13F-HR Timeline
AIMZ Investment Advisors, LLC	2,893	$839K	0.28%	0	13F-HR Timeline
Successful Portfolios LLC	2,892	$838K	0.52%	-2	13F-HR Timeline
SHIKIAR ASSET MANAGEMENT INC	2,891	$838K	0.23%	+500	13F-HR Timeline
Opus Capital Group, LLC	2,885	$836K	0.1%	-51	13F-HR Timeline
MKT Advisors LLC	2,876	$835K	0.33%	+7	13F-HR Timeline
CLG LLC	2,879	$835K	0.26%	-119	13F-HR Timeline
ARKANSAS FINANCIAL GROUP, INC.	2,877	$834K	0.13%	-191	13F-HR/A Timeline
Strathmore Capital Advisors, Inc.	2,944	$834K	0.37%		13F-HR Timeline
SATURNA CAPITAL CORP	2,873	$833K	0.01%	-30	13F-HR Timeline
Strid Group, LLC	2,873	$833K	0.12%	-130	13F-HR Timeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…	2,866	$831K	0.62%	0	13F-HR Timeline
Lewis Asset Management, LLC	2,865	$831K	0.39%	+944	13F-HR Timeline
Coign Capital Advisors LLC	2,854	$827K	0.56%	+35	13F-HR Timeline
ENDEAVOR PRIVATE WEALTH, INC.	2,853	$827K	0.39%	+595	13F-HR Timeline
Objective Capital Management, LLC	2,846	$825K	0.93%	-51	13F-HR Timeline
Claret Asset Management Corp	2,845	$825K	0.11%	new	13F-HR Timeline
Broyhill Asset Management, LLC	2,844	$825K	0.75%	-250	13F-HR Timeline
DIAMANT ASSET MANAGEMENT, INC.	2,843	$824K	0.63%	0	13F-HR Timeline
Scientech Research LLC	2,840	$823K	0.2%	new	13F-HR Timeline
American Investment Services, Inc.	2,837	$822K	0.21%	-8,084	13F-HR Timeline
Milestones Private Investment Advisors …	2,831	$821K	0.61%		13F-HR Timeline
Integris Wealth Management, LLC	2,828	$820K	0.21%	+19	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	2,826	$819K	0.21%		13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	2,806	$813K	0.25%	+446	13F-HR Timeline
Code Waechter LLC	2,806	$813K	0.58%	+119	13F-HR Timeline
Paladin Advisory Group, LLC	2,802	$812K	0.62%	0	13F-HR Timeline
Murphy Pohlad Asset Management LLC	2,800	$812K	0.34%	0	13F-HR Timeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…	2,799	$811K	0.07%	new	13F-HR Timeline Group
Kuhn & Co Investment Counsel	2,796	$811K	0.61%	-41	13F-HR Timeline
Safe Harbor Fiduciary, LLC	2,793	$810K	0.76%	-108	13F-HR Timeline
New Insight Wealth Advisors	2,790	$809K	0.33%	0	13F-HR Timeline
Summit Wealth Group, LLC	2,782	$807K	0.21%	+149	13F-HR Timeline
MINDSET WEALTH MANAGEMENT, LLC	2,781	$806K	0.26%	-155	13F-HR Timeline
Ariston Services Group	2,778	$805K	0.57%	0	13F-HR Timeline
KAHN BROTHERS GROUP INC	2,775	$804K	0.16%	new	13F-HR Timeline
Prostatis Group LLC	2,775	$804K	0.23%	-474	13F-HR Timeline
OXFORD ASSET MANAGEMENT LLP	2,770	$803K	0.26%	new	13F-HR Timeline
Alpha Financial Partners LLC	2,770	$803K	0.58%	-46	13F-HR Timeline
Financial Insights, Inc.	2,769	$803K	0.29%	+319	13F-HR Timeline
Veery Capital, LLC	2,758	$800K	0.27%	+4	13F-HR Timeline
Braun-Bostich & Associates Inc.	2,756	$799K	0.55%	-113	13F-HR Timeline
LongView Asset Management LLC	2,756	$799K	0.6%	+440	13F-HR Timeline
Perritt Capital Management Inc	2,752	$798K	0.41%	-122	13F-HR/A Timeline
LEIGH BALDWIN & CO., LLC	2,752	$798K	0.52%	+168	13F-HR Timeline
Bensler, LLC	2,752	$798K	0.09%	+748	13F-HR Timeline
VestGen Investment Management	2,749	$797K	0.57%	-183	13F-HR Timeline
Payne Capital Management, LLC	2,745	$796K	0.31%	-57	13F-HR Timeline
Dakota Community Bank & Trust NA	2,737	$793K	3.56%	-202	13F-HR Timeline
Strategic Advocates LLC	2,733	$792K	0.24%	+456	13F-HR Timeline
Horst & Graben Wealth Management LLC	2,732	$792K	0.13%	-6	13F-HR Timeline
KEB ASSET MANAGEMENT, LLC	2,732	$792K	0.2%	0	13F-HR Timeline
Investors Research Corp	2,722	$789K	0.15%	0	13F-HR Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC	2,720	$789K	0.33%	+302	13F-HR Timeline
Pathway Financial Advisors LLC	2,719	$788K	0.12%	-3,353	13F-HR Timeline
SSI INVESTMENT MANAGEMENT LLC	2,717	$788K	0.06%	-923	13F-HR Timeline
Sonoma Private Wealth LLC	2,717	$788K	0.97%	-31	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	2,712	$786K	0.14%	0	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	2,711	$786K	0.2%	+309	13F-HR Timeline
Lynx Investment Advisory	2,710	$786K	0.51%	+3	13F-HR Timeline
Global Strategic Investment Solutions, …	2,703	$784K	0.08%	+86	13F-HR Timeline
COWA, LLC	2,702	$783K	0.3%	+694	13F-HR Timeline
Accelerate Investment Advisors LLC	2,697	$782K	0.58%	+130	13F-HR Timeline
Davies Financial Advisors, Inc.	2,680	$777K	0.6%	-59	13F-HR Timeline
Hamilton Capital, LLC	2,676	$776K	0.04%	+152	13F-HR Timeline
ISLAY CAPITAL MANAGEMENT, LLC	2,675	$776K	0.5%	-223	13F-HR Timeline
Riverview Capital Advisers, LLC	2,674	$775K	0.22%	0	13F-HR Timeline
Atlatl Advisers LLC	2,674	$775K	0.37%	+337	13F-HR Timeline
Financial Security Advisor, Inc.	2,673	$775K	0.18%	+180	13F-HR Timeline
Detalus Advisors, LLC	2,672	$775K	0.22%	+21	13F-HR Timeline