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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,695 managers (4,764 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,722,398 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers
4,695
13F filers
4,764
New
126
Added
1,948
Reduced
2,122
Sold out
99
Shares held by filers
1,960,722,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Outlook Wealth Advisors, LLC3,348$1.06M0.26%+1713F-HRTimeline
HORIZON BANCORP INC /IN/3,343$1.05M0.5%-44713F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC3,341$1.05M0.59%013F-HRTimeline
Forefront Analytics, LLC3,337$1.05M1.01%+1613F-HRTimeline
TABLEAUX LLC3,338$1.05M0.42%+1,17113F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,335$1.05M0.52%-84213F-HRTimeline
Koss-Olinger Consulting, LLC3,627$1.05M0.09%013F-HRTimeline
Mullooly Asset Management, Inc.3,333$1.05M0.4%+1213F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC3,325$1.05M0.49%-2,21913F-HRTimeline
Pathway Financial Advisors LLC3,319$1.05M0.14%+60013F-HRTimeline
apricus wealth, LLC3,313$1.05M0.56%-10,78413F-HRTimeline
Plan A Wealth LLC3,311$1.04M0.53%-43213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,307$1.04M0.25%-12413F-HRTimeline
Flaharty Asset Management, LLC3,306$1.04M0.13%+1,89113F-HRTimeline
VANCE WEALTH, LLC3,297$1.04M0.32%-9313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,296$1.04M0.41%-18613F-HR/ATimelineGroup
COOPER/HAIMS ADVISORS, LLC3,296$1.04M0.49%+3513F-HRTimeline
Pacific Center for Financial Services3,286$1.04M0.26%-7813F-HRTimeline
Weaver Consulting Group3,283$1.04M0.26%+7913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,282$1.04M1.02%-63113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,281$1.03M0.32%+42813F-HRTimeline
LifePlan Investment Advisors, Inc.3,279$1.03M0.43%013F-HRTimeline
McCarthy & Cox3,269$1.03M0.24%-18213F-HRTimeline
Ariadne Wealth Management, LP3,330$1.03M0.46%-86813F-HRTimeline
INSIGHT 2811, INC.3,267$1.03M0.46%-2513F-HRTimeline
RBA Wealth Management, LLC3,255$1.03M0.35%-1713F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.3,246$1.02M0.57%+15113F-HRTimeline
Silver Lake Advisory, LLC3,241$1.02M0.41%+1313F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,240$1.02M0.08%+81613F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,222$1.02M0.69%-17513F-HRTimeline
WestHill Financial Advisors, Inc.3,218$1.01M0.2%+213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC3,338$1.01M0.1%+88613F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL3,215$1.01M0.52%-1,45313F-HRTimelineGroup
Northstar Financial Companies, Inc.3,211$1.01M0.94%+91613F-HRTimeline
Capital Advantage, Inc.3,210$1.01M0.15%+113F-HRTimeline
Wolff Financial Management LLC3,209$1.01M0.23%-313F-HRTimeline
SP Asset Management LLC3,199$1.01M0.08%+913F-HRTimeline
Lionshead Wealth Management, LLC3,185$1M0.8%+71413F-HRTimeline
Concorde Asset Management, LLC3,253$1M0.42%13F-HRTimeline
Wealth Advisors of Iowa, LLC3,176$1M0.34%-2413F-HRTimeline
RENAISSANCE GROUP LLC3,175$1M0.04%-56513F-HRTimeline
Strathmore Capital Advisors, Inc.3,174$1M0.41%+23013F-HRTimeline
Creekside Partners3,171$1M0.44%-9213F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC3,154$995K0.43%013F-HRTimeline
Optivise Advisory Services LLC3,150$994K0.59%+1,01213F-HRTimeline
Holcombe Financial, Inc.3,147$993K0.69%013F-HRTimeline
Pullen Investment Management, LLC3,146$992K0.54%+213F-HRTimeline
TruNorth Capital Management, LLC3,145$992K0.2%+5013F-HRTimeline
EHRLICH FINANCIAL GROUP3,137$990K0.59%-17713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,137$990K1.25%-3313F-HRTimeline
FIRST COMMUNITY TRUST NA3,130$987K0.76%-16213F-HRTimeline
Ninepoint Partners LP3,126$986K0.14%-82013F-HRTimeline
Tacita Capital Inc3,123$985K0.6%+3613F-HRTimeline
Magnolia Private Wealth, LLC3,122$985K0.72%+4713F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/3,121$984K0.04%-32913F-HRTimeline
Arbor Wealth Advisors LLC3,116$983K0.73%-2213F-HRTimeline
Financial Insights, Inc.3,108$980K0.32%+33913F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,101$978K0.05%-5013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.3,100$978K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC3,098$977K0.14%+11813F-HRTimeline
SilverOak Wealth Management LLC3,097$977K0.16%-47913F-HRTimeline
Meridian Financial Advisors, LLC3,095$976K0.55%013F-HRTimeline
Atala Financial Inc3,088$974K0.61%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,086$973K0.46%+3813F-HRTimeline
Alpha Advisors, LLC/VA3,082$972K0.73%+3613F-HRTimeline
WealthTrust Asset Management, LLC3,082$972K0.67%+613F-HRTimeline
Ring Mountain Capital, LLC3,069$968K0.54%+1613F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH3,065$967K0.16%-413F-HRTimeline
LongView Wealth Management3,064$966K0.26%-1513F-HRTimeline
Investmark Advisory Group LLC3,063$966K0.42%+413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,063$966K0.41%-313F-HRTimeline
Sonoma Private Wealth LLC3,055$964K1.15%+33813F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC3,049$962K0.24%+15813F-HRTimeline
Tiller Private Wealth, Inc.3,044$960K0.34%+713F-HRTimeline
Paragon Capital Management Ltd3,042$960K0.18%+1413F-HRTimeline
Westwood Wealth Management3,037$958K0.35%+13513F-HRTimeline
Clearview Wealth Advisors LLC3,036$958K0.61%-6713F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.3,033$957K0.7%+19013F-HRTimeline
Hughes Financial Services, LLC3,019$957K0.15%+213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,028$955K0.36%+11513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,028$955K0.68%+21413F-HRTimeline
DecisionMap Wealth Management, LLC3,027$955K0.61%+2013F-HRTimeline
Abacus Wealth Partners, LLC3,026$954K0.14%+3613F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC3,024$954K0.79%-313F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,023$954K0.21%+29113F-HRTimeline
WEALTHGARDEN F.S. LLC3,146$951K0.68%+213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,011$950K0.3%+5713F-HRTimeline
J. L. Bainbridge & Co., Inc.3,010$949K0.08%-12813F-HRTimeline
Global Assets Advisory, LLC3,006$948K0.28%+313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV3,002$947K0.36%+1,04713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,002$947K0.46%+12113F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.3,000$946K0.26%013F-HRTimeline
Altshuler Shaham Ltd3,000$946K0.02%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,998$946K0.68%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,996$945K0.22%+28513F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC2,995$945K0.42%013F-HRTimeline
Aletheian Wealth Advisors LLC2,994$944K0.44%-5913F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC2,990$943K0.26%+20913F-HRTimeline
Future Financial Wealth Managment LLC2,986$942K0.59%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Profit Investment Management, LLC2,984$941K1.18%-1,63913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,973$938K0.26%+16713F-HRTimeline
Meridian Wealth Partners, LLC2,969$936K0.13%-2,44813F-HRTimeline
WMG Financial Advisors, LLC2,967$936K0.31%+5813F-HRTimeline
1858 WEALTH MANAGEMENT, LLC2,967$936K0.66%-29813F-HRTimeline
Symmetry Partners, LLC2,965$935K0.1%+54013F-HRTimeline
Successful Portfolios LLC2,964$935K0.55%+7213F-HRTimeline
TAGStone Capital, Inc.2,956$932K0.37%013F-HRTimeline
Payne Capital Management, LLC2,953$931K0.3%+20813F-HRTimeline
Sierra Capital LLC2,951$931K0.1%-52013F-HRTimeline
Bond & Devick Financial Network, Inc.2,949$930K0.28%+5213F-HRTimeline
Murphy & Mullick Capital Management Corp2,965$929K0.69%+9413F-HRTimeline
American National Bank of Texas2,938$927K0.87%13F-HRTimeline
AXA S.A.in group AXA S.A.2,932$925K0.46%-787,00013F-HRTimelineGroup
Coyle Financial Counsel LLC2,929$924K0.21%+69313F-HRTimeline
Reyes Financial Architecture, Inc.2,924$922K0.63%-39313F-HRTimeline
Financial Freedom, LLC2,924$922K0.46%+513F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,923$922K0.14%013F-HRTimeline
CapWealth Advisors, LLC2,920$921K0.06%-1713F-HR/ATimeline
AMJ Financial Wealth Management2,919$921K0.22%+2013F-HRTimeline
Ruggaard & Associates LLC2,918$920K0.34%-20513F-HRTimeline
Cherry Tree Wealth Management, LLC2,918$920K0.2%-24613F-HRTimeline
Wallace Advisory Group, LLC3,171$919K0.74%-66613F-HRTimeline
CLG LLC2,905$916K0.25%+2613F-HRTimeline
AIMZ Investment Advisors, LLC2,893$913K0.29%013F-HRTimeline
Strid Group, LLC2,889$911K0.12%+1613F-HRTimeline
Strategic Financial Concepts, LLC2,889$911K0.13%-25413F-HRTimeline
Cascade Investment Advisors, Inc.2,884$910K0.55%-39913F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC2,876$907K0.62%-14013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,868$905K0.12%+31713F-HRTimeline
Burton Enright Welch2,867$904K0.14%+35213F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,865$904K0.45%-1,26613F-HRTimeline
Pine Harbor Wealth Management, LLC2,864$903K0.29%+27113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,861$903K0.42%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,999$898K0.03%+2,06813F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC2,848$898K0.31%-28713F-HRTimeline
Level Financial Advisors2,845$897K0.25%+1,11713F-HRTimeline
MKT Advisors LLC2,888$897K0.33%+1213F-HRTimeline
American Investment Services, Inc.2,837$895K0.22%013F-HRTimeline
Milestones Private Investment Advisors …2,831$893K0.61%013F-HRTimeline
Heritage Financial Services, LLC2,831$893K0.08%+34213F-HRTimeline
Objective Capital Management, LLC2,821$890K0.92%-2513F-HRTimeline
Verus Financial Partners, Inc.2,816$888K0.09%-23813F-HRTimeline
Harrington Investments, INC2,814$888K0.44%-38213F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,809$886K0.04%-26713F-HRTimelineGroup
Copley Financial Group, Inc.2,809$886K0.61%-29113F-HRTimeline
Bensler, LLC2,808$886K0.09%+5613F-HRTimeline
Thoma Capital Management LLC2,808$886K0.51%-12513F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,801$884K0.61%-6513F-HRTimeline
Murphy Pohlad Asset Management LLC2,800$883K0.35%013F-HRTimeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda2,800$883K0.07%new13F-HRTimelineGroup
Clark Wealth Partners2,741$883K0.54%+2,27413F-HRTimeline
Integris Wealth Management, LLC2,799$883K0.21%-2913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,797$882K0.29%+22413F-HRTimeline
Broyhill Asset Management, LLC2,794$881K0.77%-5013F-HRTimeline
West Wealth Group, LLC2,882$881K0.2%+41613F-HRTimeline
Opus Capital Group, LLC2,791$880K0.1%-9413F-HRTimeline
Balentine LLC2,788$879K0.03%+18713F-HRTimeline
Fortis Capital Management LLC2,785$879K0.12%+46313F-HRTimeline
Paladin Advisory Group, LLC2,784$878K0.68%-1813F-HRTimeline
Centerline Wealth Advisors, LLC2,783$878K0.38%+26813F-HRTimeline
Strategic Advocates LLC2,782$878K0.23%+4913F-HRTimeline
SG Americas Securities, LLC2,781$877K<0.01%-38,32913F-HRTimeline
SMART Wealth LLC2,779$877K0.33%-5,39413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.2,777$876K0.13%-10013F-HR/ATimeline
Carter Financial Group, INC.2,761$871K0.53%+65513F-HRTimeline
Horst & Graben Wealth Management LLC2,759$870K0.13%+2713F-HRTimeline
Veery Capital, LLC2,759$870K0.27%+113F-HRTimeline
Cape Investment Advisory, Inc.2,758$870K0.86%-62113F-HRTimeline
Alpha Financial Partners LLC2,756$869K0.57%-1413F-HRTimeline
CTC Alternative Strategies, Ltd.2,756$869K1.4%-5,19813F-HRTimeline
Dakota Community Bank & Trust NA2,752$868K3.42%+1513F-HRTimeline
Summit Wealth Group, LLC2,751$868K0.21%-3113F-HRTimeline
Financial Enhancement Group LLC2,848$866K0.12%+54713F-HRTimeline
Perritt Capital Management Inc2,742$865K0.41%-1013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …2,742$865K0.14%+3013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,731$862K0.08%+29013F-HRTimelineGroup
Claret Asset Management Corp2,730$861K0.1%-11513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,725$859K0.25%+1,03013F-HRTimeline
Investors Research Corp2,722$859K0.16%013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC2,717$857K0.06%013F-HRTimeline
Lynx Investment Advisory2,708$854K0.51%-213F-HRTimeline
Williamson Legacy Group, LLC2,703$853K0.66%new13F-HRTimeline
AXS Investments LLC2,701$852K0.27%+19313F-HR/ATimeline
IFS Group,LLC2,739$851K0.75%13F-HRTimeline
Riverview Capital Advisers, LLC2,694$850K0.25%+2013F-HRTimeline
Financial Security Advisor, Inc.2,690$848K0.18%+1713F-HRTimeline
LongView Asset Management LLC2,689$848K0.59%-6713F-HRTimeline
Morse Asset Management, Inc2,688$848K0.17%+3113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC2,683$846K0.19%-29313F-HRTimeline
Insight Wealth Partners, LLC2,680$845K0.37%+32413F-HRTimeline
Detalus Advisors, LLC2,676$844K0.22%+413F-HRTimeline
Dupree Financial Group, LLC2,676$844K0.32%+13713F-HRTimeline
ICW Investment Advisors LLC2,676$844K0.31%+9713F-HRTimeline
RAM Investment Partners, LLC2,675$844K0.16%+12013F-HRTimeline
Richmond Investment Services, LLC2,674$843K0.16%+31913F-HRTimeline
Holos Integrated Wealth LLC2,801$843K0.5%-12713F-HRTimeline
KAHN BROTHERS GROUP INC2,668$842K0.16%-10713F-HRTimeline
Accelerate Investment Advisors LLC2,667$841K0.57%-3013F-HRTimeline
HC Advisors, LLC2,667$841K0.59%+613F-HRTimeline
VSM Wealth Advisory, LLC2,664$840K0.26%-29913F-HRTimeline