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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
Atlatl Advisers LLC3,955$1.27M0.49%-3713F-HRTimeline
Hopwood Financial Services, Inc.3,953$1.27M0.9%-7213F-HRTimeline
Michael Brady & Co., LLC3,952$1.27M1.27%13F-HRTimeline
Shulman DeMeo Asset Management LLC3,950$1.27M0.29%-2613F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD3,948$1.27M0.83%+21613F-HRTimeline
Avantra Family Wealth, Inc.3,948$1.27M0.92%-913F-HRTimeline
Optivise Advisory Services LLC3,944$1.27M0.73%+79413F-HRTimeline
Hoxton Planning & Management, LLC3,939$1.27M0.38%+7113F-HRTimeline
Riverview Trust Co3,936$1.27M1.53%013F-HRTimeline
Long Road Investment Counsel, LLC3,932$1.27M0.48%+50013F-HRTimeline
Advance Capital Management, Inc.3,929$1.27M0.05%-7413F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,920$1.26M0.59%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,919$1.26M0.2%-313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,910$1.26M0.16%+213F-HRTimeline
Destiny Wealth Partners, LLC4,184$1.26M0.14%013F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC3,907$1.26M0.18%-48013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,905$1.26M0.94%+33013F-HRTimeline
Francis Financial, Inc.3,903$1.26M0.25%+54513F-HRTimeline
North Capital, Inc.3,900$1.26M1.08%+1713F-HR/ATimeline
BANTAMAC CAPITAL, LLC3,900$1.26M0.89%+2,00013F-HRTimeline
Cape Investment Advisory, Inc.3,915$1.26M0.39%+1,15713F-HRTimeline
Clark & Stuart, Inc3,890$1.25M0.86%-613F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,887$1.25M0.33%-7513F-HRTimeline
Value Investment Professionals, LLC27,978$1.25M1.31%13F-HRTimeline
Tanager Wealth Management LLP3,883$1.25M0.12%+25113F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC3,880$1.25M0.11%+49413F-HRTimeline
SATURNA CAPITAL CORP3,873$1.25M0.02%013F-HRTimeline
Merrion Investment Management Co, LLC3,872$1.25M0.67%-27213F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP3,867$1.25M0.06%-24,79013F-HRTimeline
INSIGHT 2811, INC.3,860$1.24M0.55%+59313F-HRTimeline
Tillman Hartley LLC3,857$1.24M0.31%-12113F-HRTimeline
Range Advisory, LLC3,851$1.24M0.32%13F-HRTimeline
NCP Inc.3,850$1.24M1%+13113F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…3,841$1.24M0.04%-3,50513F-HRTimelineGroup
Goldstream Capital Management Ltd3,841$1.24M0.51%013F-HRTimeline
GRANVILLE CAPITAL, INC.3,832$1.23M0.66%13F-HRTimeline
LCM Capital Management Inc3,822$1.23M0.6%-2513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,817$1.23M0.18%+713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,816$1.23M0.37%+7513F-HRTimeline
Hilton Head Capital Partners, LLC3,813$1.23M0.72%13F-HRTimeline
Eurizon SLJ Capital Ltd3,812$1.23M0.49%13F-HRTimeline
Vawter Financial, Ltd.3,810$1.23M0.52%+213F-HR/ATimeline
DV EQUITIES, LLC3,803$1.23M0.22%13F-HRTimeline
Stonebridge Financial Group, LLC / MO3,803$1.23M1.06%13F-HRTimeline
Summa Corp.3,800$1.22M0.53%+20013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,741$1.22M0.42%-1013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…3,789$1.22M0.1%+8513F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC3,783$1.22M0.2%-33713F-HRTimeline
Harbor Group, Inc.3,783$1.22M0.18%+1813F-HRTimeline
Coyle Financial Counsel LLC3,783$1.22M0.26%+85413F-HRTimeline
Safeguard Investment Advisory Group, LLC3,782$1.22M0.31%-18513F-HRTimeline
Gambit Capital Management, LLC3,782$1.22M0.87%13F-HRTimeline
Parsonex Advisory Services, Inc.3,779$1.22M0.78%-21413F-HRTimeline
Three Magnolias Financial Advisors, LLC3,796$1.22M0.76%-5013F-HRTimeline
Hibernia Wealth Partners, LLC3,775$1.22M0.37%+2,10713F-HRTimeline
Willis Johnson & Associates, Inc.3,765$1.21M0.07%-52613F-HRTimeline
SUMMIT SECURITIES GROUP LLC3,758$1.21M0.22%-60513F-HRTimeline
Per Stirling Capital Management, LLC.3,757$1.21M0.14%-713F-HRTimeline
MAYPORT, LLC3,756$1.21M0.24%-23413F-HRTimeline
Golden Reserve Retirement LLC3,750$1.21M0.22%new13F-HRTimeline
KDT Advisors, LLC3,747$1.21M1.69%+3513F-HRTimeline
Pandora Wealth, Inc.3,745$1.21M0.73%-80413F-HRTimeline
Greenland Capital Management LP3,740$1.21M0.17%new13F-HRTimeline
Litman Gregory Wealth Management LLC3,738$1.2M0.09%-5713F-HRTimeline
Fiduciary Wealth Partners, LLC3,737$1.2M0.49%-24713F-HRTimeline
Prasad Wealth Partners, LLC3,736$1.2M0.32%-7113F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,730$1.2M0.71%+26713F-HRTimeline
Garrett Wealth Advisory Group, LLC3,724$1.2M0.23%-32313F-HRTimeline
TFB Advisors LLC3,723$1.2M0.34%-2413F-HRTimeline
MFA Wealth Services3,719$1.2M0.81%-36613F-HRTimeline
Compass Ion Advisors, LLC3,713$1.2M0.11%-613F-HRTimeline
Van Diest Capital, LLC3,712$1.2M1.78%13F-HRTimeline
Lewis Asset Management, LLC3,704$1.19M0.49%+14113F-HRTimeline
Santori & Peters, Inc.3,701$1.19M0.41%+813F-HRTimeline
ECOFI INVESTISSEMENTS SA3,700$1.19M0.82%013F-HRTimeline
Tailwinds Wealth, LLC3,700$1.19M1.28%13F-HRTimeline
Tranquilli Financial Advisor LLC3,698$1.19M0.69%-1413F-HRTimeline
Disciplined Equity Management, Inc.3,693$1.19M0.62%-7013F-HRTimeline
BCM ADVISORS, LLC3,994$1.19M0.23%-29913F-HRTimeline
Legacies Wealth LLC3,684$1.19M0.67%013F-HRTimeline
Planning Center, Inc.3,683$1.19M0.12%+513F-HRTimeline
Fulcrum Equity Management3,674$1.18M1.13%+2,17513F-HRTimeline
White Lighthouse Investment Management …3,673$1.18M0.17%+1,97713F-HRTimeline
Tributary Capital Management, LLC3,670$1.18M0.12%-10013F-HRTimeline
Schonfeld Strategic Advisors LLC3,670$1.18M0.01%-1,70213F-HRTimeline
Quantum Portfolio Management LLC3,667$1.18M0.52%-64413F-HRTimeline
Pine Haven Investment Counsel, Inc3,666$1.18M0.84%-15013F-HRTimeline
von Borstel & Associates, Inc.3,666$1.18M0.28%-4,46413F-HRTimeline
Lifeworks Advisors, LLC3,661$1.18M0.15%+25913F-HRTimeline
Abound Wealth Management3,657$1.18M0.28%+9313F-HRTimeline
Rise Advisors, LLC3,655$1.18M0.42%-15113F-HRTimeline
Hidden Cove Wealth Management, LLC3,651$1.18M0.76%+18013F-HRTimeline
BNB Wealth Management, LLC3,649$1.18M0.76%13F-HRTimeline
Mayfair Advisory Group, LLC3,599$1.17M0.45%-15613F-HRTimeline
Meramec Financial Planners, LLC3,631$1.17M0.46%13F-HRTimeline
INVENIO WEALTH PARTNERS LLC3,630$1.17M0.43%-5513F-HRTimeline
WealthSpring Partners, LLC3,630$1.17M1.2%13F-HRTimeline
Semus Wealth Partners LLC3,629$1.17M0.63%+1513F-HRTimeline
Port Capital LLC3,627$1.17M0.05%013F-HRTimeline
Stonekeep Investments, LLC3,612$1.16M0.74%+1113F-HR/ATimeline
William Mack & Associates, Inc.3,612$1.16M0.55%-3213F-HRTimeline
Capital Squared Financial LLC3,607$1.16M0.91%+10213F-HRTimeline
Holland Advisory Services, Inc.3,599$1.16M1.56%-12413F-HRTimeline
Coastwise Capital Group, LLC3,597$1.16M0.58%+813F-HRTimeline
South Shore Capital Advisors3,595$1.16M0.85%13F-HRTimeline
Cardinal Strategic Wealth Guidance3,591$1.16M0.3%-52413F-HRTimeline
Mascoma Wealth Management LLC3,581$1.15M0.25%+1813F-HRTimeline
1776 Wealth LLC3,580$1.15M0.43%+213F-HRTimeline
Eagle Bay Advisors LLC3,576$1.15M0.84%-4113F-HRTimeline
Gouws Capital LLC3,573$1.15M0.61%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,537$1.15M1.49%+2913F-HRTimeline
J. Derek Lewis & Associates Inc.3,572$1.15M0.27%13F-HRTimeline
TRUST CO OF OKLAHOMA3,569$1.15M0.34%+18113F-HRTimeline
KFA Private Wealth Group, LLC3,569$1.15M0.28%+12513F-HRTimeline
Joule Financial, LLC3,566$1.15M0.34%+16913F-HRTimeline
Tilson Financial Group, Inc.3,564$1.15M0.35%+18913F-HRTimeline
Flaharty Asset Management, LLC3,561$1.15M0.14%+25513F-HRTimeline
Whalen Wealth Management Inc.3,559$1.15M0.62%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,555$1.15M0.53%+22013F-HRTimeline
Alpha Zero LLC3,554$1.15M0.63%+3913F-HRTimeline
Deseret Mutual Benefit Administrators3,549$1.14M0.49%-16413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,545$1.14M0.43%+11513F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC3,545$1.14M0.93%-5,50013F-HRTimeline
Flagstone Financial Management3,542$1.14M0.29%-23913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,540$1.14M0.15%+7213F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC3,535$1.14M0.51%13F-HRTimeline
IVC Wealth Advisors LLC3,534$1.14M0.5%+9213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,534$1.14M0.16%+1,13713F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.3,529$1.14M<0.01%013F-HR/ATimeline
Bright Futures Wealth Management, LLC.3,524$1.14M0.84%+3813F-HRTimeline
CARLSON FINANCIAL, INC.3,520$1.13M0.66%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,514$1.13M0.32%+23313F-HRTimeline
Maltin Wealth Management, Inc.3,510$1.13M0.45%+813F-HRTimeline
Griffith & Werner, Inc.3,508$1.13M0.58%013F-HRTimeline
POSTROCK PARTNERS LLC3,502$1.13M0.49%013F-HRTimeline
Wealth Advisors of Iowa, LLC3,499$1.13M0.37%+32313F-HRTimeline
WJ Interests, LLC3,498$1.13M0.48%013F-HRTimeline
Persium Advisors, LLC3,492$1.13M0.82%+8913F-HRTimeline
AMERIFLEX GROUP, INC.3,481$1.12M0.58%-2,82513F-HRTimeline
Millennium Capital Advisors, LLC3,481$1.12M0.66%+1813F-HRTimeline
Murphy & Mullick Capital Management Corp3,477$1.12M0.81%+51213F-HRTimeline
FIRST COMMUNITY TRUST NA3,473$1.12M0.84%+34313F-HRTimeline
KAHN BROTHERS GROUP INC3,468$1.12M0.2%+80013F-HRTimeline
Themes Management Co LLC3,462$1.12M0.89%13F-HRTimeline
Firestone Capital Management3,461$1.12M0.24%-3213F-HRTimeline
Old North State Wealth Management, LLC3,435$1.11M0.52%-11713F-HRTimeline
apricus wealth, LLC3,443$1.11M0.57%+13013F-HRTimeline
Sun Group Wealth Partners3,439$1.11M0.89%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,436$1.11M0.36%+1013F-HRTimeline
Rooted Wealth Advisors, Inc.3,481$1.1M0.31%-813F-HRTimeline
J.E. Simmons & Co., P.C.3,418$1.1M0.71%13F-HRTimeline
BlueSky Wealth Advisors, LLC3,416$1.1M0.15%013F-HRTimeline
Quantum Private Wealth, LLC3,411$1.1M0.32%013F-HRTimeline
Oxford Wealth Group, LLC3,407$1.1M0.53%13F-HRTimeline
Ariadne Wealth Management, LP3,626$1.1M0.45%+29613F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …3,406$1.1M0.12%-41913F-HRTimeline
Walser Wealth Management Company, A Ltd…3,404$1.1M0.58%13F-HRTimeline
Charter Capital Management, LLC\DE3,402$1.1M0.57%+113F-HRTimeline
Beckerman Institutional, LLC3,400$1.1M0.62%013F-HRTimeline
LAWOOD & CO3,398$1.09M1.04%13F-HRTimeline
Buttonwood Financial Advisors Inc.3,398$1.09M0.37%-1013F-HRTimeline
TruNorth Capital Management, LLC3,392$1.09M0.21%+24713F-HRTimeline
National Wealth Management Group, LLC3,390$1.09M0.38%-1013F-HRTimeline
Wealthspire Retirement, LLC3,388$1.09M0.07%+2013F-HRTimeline
ACORN CREEK CAPITAL LLC3,386$1.09M0.39%+2613F-HRTimeline
Truepoint, Inc.3,386$1.09M0.02%-20813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,379$1.09M0.32%-2,68213F-HRTimeline
American Capital Advisory, LLC3,379$1.09M0.47%+1713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC3,376$1.09M0.49%+8013F-HRTimeline
Hobart Private Capital, LLC3,375$1.09M0.21%+1,75813F-HRTimeline
CBIZ Investment Advisory Services, LLC3,366$1.08M0.04%-44413F-HRTimeline
Opal Wealth Advisors, LLC3,363$1.08M0.28%-37213F-HRTimeline
Signet Private Wealth LLC3,362$1.08M1.04%13F-HRTimeline
LifePlan Investment Advisors, Inc.3,359$1.08M0.44%+8013F-HRTimeline
Bank & Trust Co3,357$1.08M0.76%013F-HRTimeline
Glass Wealth Management Co LLC3,354$1.08M0.44%013F-HRTimeline
Ackerman Capital Advisors, LLC3,354$1.08M0.22%-2313F-HRTimeline
ISTHMUS PARTNERS, LLC3,353$1.08M0.12%013F-HRTimeline
Forefront Analytics, LLC3,353$1.08M0.95%+1613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC3,347$1.08M0.12%-95713F-HRTimeline
Mullooly Asset Management, Inc.3,345$1.08M0.39%+1213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,339$1.08M0.42%+4313F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC3,339$1.08M0.25%+3213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC3,339$1.08M0.24%+34313F-HRTimeline
Rede Wealth, LLC3,338$1.08M0.37%-27913F-HRTimeline
Burkett Asset Management Ltd3,335$1.07M1.09%13F-HRTimeline
Pathway Financial Advisors LLC3,210$1.07M0.13%-10913F-HRTimeline
MOTIVE WEALTH ADVISORS3,327$1.07M0.46%-8013F-HRTimeline
Permanent Capital Management, LP3,327$1.07M0.21%-38313F-HRTimeline
Concentric Capital Strategies, LP3,322$1.07M0.06%-50,87913F-HRTimeline
Laraway Financial Advisors Inc3,321$1.07M0.7%-5013F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC3,310$1.07M0.48%-1513F-HRTimeline
Strathmore Capital Advisors, Inc.3,309$1.07M0.35%+13513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,306$1.07M0.47%-36313F-HRTimeline
Weaver Consulting Group3,306$1.07M0.26%+2313F-HRTimeline
Arkos Global Advisors3,307$1.06M0.14%-92213F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.3,300$1.06M0.59%+5413F-HRTimeline
Reflection Asset Management3,287$1.06M0.75%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,270$1.05M0.21%+24713F-HRTimeline
PeakShares LLC3,264$1.05M1.03%13F-HRTimeline