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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
Flatrock Wealth Partners LLC3,229$1.06M0.42%+48913F-HRTimeline
Index Fund Advisors, Inc.3,223$1.05M0.04%+22513F-HRTimeline
Wallington Asset Management, LLC3,218$1.05M0.13%013F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL3,215$1.05M0.39%013F-HRTimelineGroup
NORTH POINT PORTFOLIO MANAGERS CORP/OH3,210$1.05M0.17%-113F-HRTimeline
Wolff Financial Management LLC3,209$1.05M0.21%013F-HRTimeline
Fortis Capital Management LLC3,206$1.05M0.12%+413F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/3,206$1.05M0.02%+2213F-HRTimeline
WestHill Financial Advisors, Inc.3,205$1.05M0.18%+113F-HRTimeline
Legacy Wealth Partners, LLC3,205$1.05M0.24%+5513F-HRTimeline
Foguth Wealth Management, LLC.3,093$1.05M0.12%+67413F-HRTimeline
West Wealth Group, LLC3,202$1.05M0.17%+27413F-HRTimeline
Impact Partnership Wealth, LLC3,196$1.05M0.1%+67513F-HRTimeline
Legacy Wealth Advisors, LLC3,195$1.05M0.45%+37213F-HRTimeline
LAWOOD & CO3,191$1.04M0.71%013F-HRTimeline
WealthTrust Asset Management, LLC3,184$1.04M0.56%-9413F-HRTimeline
Creekside Partners3,171$1.04M0.38%013F-HRTimeline
Future Financial Wealth Managment LLC2,956$1.03M0.64%013F-HRTimeline
Permanent Capital Management, LP3,158$1.03M0.14%013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC3,154$1.03M0.36%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV3,150$1.03M0.38%013F-HRTimeline
SilverOak Wealth Management LLC3,150$1.03M0.13%+1513F-HRTimeline
Alvarez & Marsal Private Wealth Partner…3,149$1.03M0.14%-6,51813F-HRTimeline
Kellett Wealth Advisors, LLC3,147$1.03M0.48%+27213F-HRTimeline
Atala Financial Inc3,146$1.03M0.63%-213F-HRTimeline
AIMZ Investment Advisors, LLC3,143$1.03M0.28%013F-HRTimeline
Optivise Advisory Services LLC3,142$1.03M0.52%+28213F-HRTimeline
Harvest Investment Services, LLC3,134$1.03M0.16%+78513F-HRTimeline
Pacific Center for Financial Services3,126$1.02M0.23%+213F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,122$1.02M0.65%-10013F-HRTimeline
LWM Advisory Services, LLC3,119$1.02M1.82%-87313F-HRTimeline
Castleview Partners, LLC3,115$1.02M0.45%+29813F-HRTimeline
Pullen Investment Management, LLC3,115$1.02M0.47%+1213F-HRTimeline
Warren Street Wealth Advisors, LLC3,114$1.02M0.23%+5413F-HRTimeline
Alpha Advisors, LLC/VA3,110$1.02M0.77%-1113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,108$1.02M0.13%-113F-HR/ATimeline
Carmel Capital Partners, LLC3,107$1.02M0.34%+7213F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY3,107$1.02M0.03%-1,20313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,105$1.02M0.27%+21313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,106$1.02M0.41%013F-HRTimeline
American National Bank of Texas3,105$1.02M0.93%+4313F-HRTimeline
Kuhn & Co Investment Counsel3,105$1.02M0.59%+2813F-HRTimeline
Ring Mountain Capital, LLC3,104$1.02M0.43%+3213F-HRTimeline
Hopwood Financial Services, Inc.3,103$1.02M0.59%-32513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.3,100$1.01M<0.01%013F-HRTimelineGroup
Riverstone Advisors, LLC3,100$1.01M0.42%+36613F-HRTimeline
Arbor Wealth Advisors LLC3,096$1.01M0.62%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,096$1.01M0.25%-2,90913F-HRTimeline
Serenus Wealth Advisors, LLC3,095$1.01M0.18%new13F-HRTimeline
Financial Insights, Inc.3,089$1.01M0.27%+60213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,087$1.01M0.25%013F-HRTimeline
National Wealth Management Group, LLC3,086$1.01M0.31%-26513F-HRTimeline
Dogwood Wealth Management LLC3,081$1.01M0.4%-92913F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,080$1.01M0.39%-5113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC3,080$1.01M0.36%+8513F-HRTimeline
Joule Financial, LLC3,079$1.01M0.27%-26813F-HRTimeline
Elevation Wealth Management LLC3,074$1.01M0.75%+2913F-HRTimeline
Greater Midwest Financial Group, LLC3,062$1M0.5%+1013F-HRTimeline
Measured Wealth Private Client Group, L…3,051$999K0.24%-26813F-HRTimeline
WEALTHGARDEN F.S. LLC3,049$998K0.57%+1113F-HRTimeline
BNB Wealth Management, LLC3,046$997K0.55%-8213F-HRTimeline
Laraway Financial Advisors Inc3,046$997K0.61%013F-HRTimeline
Cornerstone Financial Management LLC3,046$997K0.8%-13013F-HR/ATimeline
Acorns Advisers, LLC3,042$996K0.01%+34813F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,040$995K0.06%013F-HRTimeline
Investmark Advisory Group LLC3,040$995K0.38%+713F-HRTimeline
Driehaus Capital Management LLC3,034$993K0.01%013F-HRTimeline
Genesis Financial Group, LLC3,033$993K0.65%-4413F-HRTimeline
Financial Enhancement Group LLC3,031$992K0.12%+9313F-HRTimeline
MOR Wealth Management, LLC3,031$992K0.4%+1,62213F-HRTimeline
Successful Portfolios LLC2,952$992K0.46%-9113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,030$992K0.2%-15013F-HRTimeline
INVESTED ADVISORS3,018$988K0.87%-18213F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,001$982K0.19%-9613F-HRTimeline
CapWealth Advisors, LLC3,000$982K0.07%+2713F-HRTimeline
Holos Integrated Wealth LLC2,894$982K0.46%-1713F-HRTimeline
American Capital Advisory, LLC2,995$980K0.36%-4213F-HRTimeline
EHRLICH FINANCIAL GROUP2,993$980K0.5%-5613F-HRTimeline
Verus Financial Partners, Inc.2,992$979K0.08%-3913F-HRTimeline
MIRAMONTES CAPITAL, LLC2,991$979K0.3%-3613F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC2,984$977K1.27%-26913F-HRTimeline
Paragon Capital Management Ltd2,982$976K0.18%+1413F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,978$975K0.02%-98813F-HRTimelineGroup
Mission Financial Group, LLC2,975$974K0.81%13F-HRTimeline
Signet Private Wealth LLC2,973$973K0.78%-5813F-HRTimeline
Integris Wealth Management, LLC2,969$972K0.2%+84113F-HRTimeline
Bond & Devick Financial Network, Inc.2,966$971K0.24%013F-HRTimeline
Port Capital LLC2,964$970K0.04%-57213F-HRTimeline
Laurion Capital Management LP2,962$970K0.07%-3,73313F-HRTimeline
Aletheian Wealth Advisors LLC2,960$969K0.41%+23513F-HRTimeline
Torray Investment Partners LLC2,959$969K0.13%-35,90013F-HRTimeline
Tiller Private Wealth, Inc.2,956$968K0.3%+413F-HRTimeline
E6 Portfolios, LLC2,952$966K0.77%+2,00813F-HRTimeline
LightSquare Wealth Management, LLC2,952$966K0.67%+3113F-HRTimeline
Pine Harbor Wealth Management, LLC2,951$966K0.26%+113F-HRTimeline
MRA Advisory Group2,951$966K0.35%-2,73513F-HRTimeline
Financial Freedom, LLC2,947$965K0.44%-2713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC2,942$963K0.2%+25713F-HRTimeline
Alessandra Capital Management, LLC2,940$962K0.68%+13013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,930$961K0.34%-5513F-HRTimeline
Hyposwiss Advisors SA2,934$960K0.91%013F-HRTimeline
BAYBAN2,930$959K0.74%-10013F-HRTimeline
Expressive Wealth LLC2,927$958K0.9%-3813F-HRTimeline
CTC Alternative Strategies, Ltd.2,920$956K1.38%+1,80013F-HRTimeline
Meridian Financial Advisors, LLC2,912$953K0.46%+5013F-HRTimeline
Ruggaard & Associates LLC2,908$952K0.34%013F-HRTimeline
PDT Partners, LLC2,900$949K0.05%new13F-HRTimeline
Bayesian Capital Management, LP2,900$949K0.61%new13F-HRTimeline
Capital Investment Management, Inc.2,900$949K0.29%-2513F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,898$949K0.26%+1213F-HRTimeline
FIDUCIENT ADVISORS LLC2,896$948K0.14%-28713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,893$947K0.06%+14113F-HRTimeline
J. L. Bainbridge & Co., Inc.2,891$946K0.08%-14513F-HRTimeline
Intelligence Driven Advisers, LLC2,890$946K0.15%+82713F-HRTimeline
Strid Group, LLC2,890$946K0.11%+113F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.2,900$945K0.26%new13F-HRTimeline
Nolet Wealth Management, LLC2,887$945K0.52%+35113F-HRTimeline
SACHEM HILL LLC2,882$943K0.17%-8613F-HRTimeline
Elite Life Management LLC2,624$943K1.1%-6713F-HRTimeline
KAHN BROTHERS GROUP INC2,878$942K0.15%+6013F-HR/ATimeline
Paladin Advisory Group, LLC2,877$942K0.63%013F-HRTimeline
Caitong International Asset Management …2,876$941K0.13%new13F-HRTimeline
Objective Capital Management, LLC2,874$941K0.84%013F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)2,877$941K0.04%-1,67713F-HRTimeline
Summit Wealth Group, LLC2,868$939K0.19%+113F-HRTimeline
Caerus Investment Advisors, LLC2,865$938K0.32%+79813F-HRTimeline
Ninepoint Partners LP2,861$936K0.08%-13613F-HRTimeline
RENAISSANCE GROUP LLC2,860$936K0.04%-5113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,561$936K0.3%-9113F-HRTimeline
PCB Capital LLC2,856$935K1.14%+13013F-HRTimeline
Hamilton Capital, LLC2,853$934K0.05%-56813F-HRTimeline
Capstone Wealth Management, LLC2,852$934K0.43%+1,58513F-HRTimeline
BankChampaign, National Association2,848$932K0.72%+1,57013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,846$932K0.66%+2013F-HR/ATimeline
Planned Solutions, Inc.2,843$931K0.27%+11013F-HRTimeline
Keener Financial Planning LLC2,843$930K0.33%+29913F-HRTimeline
Friday Financial2,741$930K0.25%+36113F-HRTimeline
Bensler, LLC2,840$929K0.08%-4513F-HRTimeline
QP WEALTH MANAGEMENT, LLC2,838$929K1.33%-613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,838$929K0.23%-19913F-HRTimeline
Meridian Wealth Partners, LLC2,836$928K0.11%+813F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC2,830$926K0.25%+3013F-HRTimeline
4WEALTH ADVISORS, INC.2,810$926K0.71%+43513F-HRTimeline
Asset Planning,Inc2,827$925K0.6%+513F-HRTimeline
Tandem Wealth Advisors LLC2,826$925K0.37%+17113F-HRTimeline
Dakota Community Bank & Trust NA2,811$920K2.85%+10413F-HRTimeline
KFA Private Wealth Group, LLC2,809$920K0.22%-73213F-HRTimeline
XY Planning Network, Inc.2,808$919K0.12%+34913F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,807$919K0.15%-813F-HRTimeline
Constant Guidance Financial LLC2,802$917K0.58%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC2,800$917K0.2%new13F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd2,800$917K0.65%-66613F-HRTimelineGroup
Colter Lewis Investment Partners LLC2,798$916K0.41%-3,79013F-HRTimeline
Parkside Investments, LLC2,796$915K0.1%-54013F-HRTimeline
Broyhill Asset Management, LLC2,794$915K0.81%013F-HR/ATimeline
Sovereign Investment Advisors, LLC2,790$913K0.17%013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,789$913K0.45%-1,48213F-HRTimeline
Insight Wealth Partners, LLC2,785$912K0.12%-10913F-HRTimeline
Reyes Financial Architecture, Inc.2,772$908K0.51%-1313F-HRTimeline
Eagle Bay Advisors LLC2,772$907K0.68%+2813F-HRTimeline
WMG Financial Advisors, LLC2,771$907K0.34%-11313F-HRTimeline
Financial Security Advisor, Inc.2,770$907K0.15%+4413F-HRTimeline
Sherman Asset Management, Inc.2,770$907K0.7%+2,20013F-HRTimeline
Cambridge Financial Group, LLC2,768$906K0.29%-7913F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC2,767$906K0.44%-10013F-HRTimeline
Goepper Burkhardt LLC2,764$905K0.27%-213F-HRTimeline
Code Waechter LLC2,750$900K0.47%-7113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,737$896K0.28%-713F-HRTimeline
Global Strategic Investment Solutions, …2,735$895K0.08%+5313F-HRTimeline
Activest Wealth Management2,732$894K0.17%-3,85613F-HRTimeline
My Personal CFO, LLC2,730$894K0.35%-5513F-HRTimeline
Burkett Asset Management Ltd2,730$894K0.84%-26513F-HRTimeline
Blackstone Inc.in group Blackstone Inc.2,726$892K<0.01%+43713F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Prospect Financial Group LLC2,725$892K0.72%+14413F-HRTimeline
Riverview Capital Advisers, LLC2,725$892K0.26%+2813F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,721$891K0.12%013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC2,717$889K0.05%013F-HRTimeline
Lord & Richards Wealth Management, LLC2,715$889K0.7%-18213F-HRTimeline
Stronghold Wealth Management L.L.C.2,716$889K1.19%-6413F-HRTimeline
Pachira Investments Inc.2,713$888K0.34%+42613F-HRTimeline
Burton Enright Welch2,713$888K0.1%-73113F-HRTimeline
Elevated Capital Advisors, LLC2,706$886K0.24%-1,73513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,703$885K0.26%+4613F-HRTimeline
Lansing Street Advisors2,703$885K0.19%+35313F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,698$883K0.17%+11013F-HRTimeline
Forum Private Client Group LLC2,693$882K0.26%+17813F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,693$882K0.45%+36713F-HRTimeline
Eagle Wealth Advisors LLC2,692$881K0.67%+18913F-HRTimeline
Beaird Harris Wealth Management, LLC2,687$880K0.06%+29013F-HRTimeline
Willis Johnson & Associates, Inc.2,686$879K0.05%-1,01913F-HRTimeline
ICW Investment Advisors LLC2,685$879K0.31%+213F-HRTimeline
Harrington Investments, INC2,685$879K0.43%-6213F-HRTimeline
Coign Capital Advisors LLC2,685$879K0.4%+3113F-HRTimeline
Sound Portfolio Advisors, LLC2,677$876K0.62%013F-HRTimeline
Centerline Wealth Advisors, LLC2,671$874K0.27%-113F-HRTimeline
Veery Capital, LLC2,670$874K0.23%-8613F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,668$873K0.57%-9013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.2,667$873K0.11%+3013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,664$872K0.2%+20413F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,664$872K0.45%+8713F-HRTimeline