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Disclosery

JPM JPMORGAN CHASE & CO

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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.

HolderSharesValue% of portfolioChangeSource
TUCKER ASSET MANAGEMENT LLC2,669$774K0.25%+26113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,666$773K0.49%-7513F-HRTimeline
Teza Capital Management LLC2,662$772K0.58%-15,81913F-HRTimeline
HC Advisors, LLC2,661$772K0.54%-20713F-HRTimeline
Morse Asset Management, Inc2,657$770K0.17%+8813F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,655$770K0.12%-10013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC2,653$769K0.27%+1513F-HRTimeline
Goepper Burkhardt LLC2,652$769K0.28%+3813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,648$768K0.65%+8413F-HRTimeline
Western Financial Corp/CA2,642$766K0.41%+3813F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC2,635$764K0.01%-1,65713F-HRTimeline
Swisher Financial Concepts, Inc.2,634$764K0.49%-10113F-HRTimeline
Tarbox Family Office, Inc.2,623$760K0.11%-113F-HRTimeline
Values Added Financial LLC2,615$758K0.37%+25813F-HRTimeline
Basepoint Wealth LLC2,609$756K0.58%-16213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,597$754K0.36%+8413F-HRTimeline
Balentine LLC2,601$754K0.03%+19613F-HRTimeline
Tuttle Capital Management, LLC2,594$752K3.11%+33613F-HRTimeline
Moody Aldrich Partners LLC2,593$752K0.15%013F-HRTimeline
Pine Harbor Wealth Management, LLC2,593$752K0.26%+6313F-HRTimeline
Hollow Brook Wealth Management LLC2,592$751K0.22%+413F-HRTimeline
Prospect Financial Group LLC2,585$749K0.78%-1913F-HRTimeline
PENN DAVIS MCFARLAND INC2,580$748K0.08%013F-HRTimeline
ICW Investment Advisors LLC2,579$748K0.3%+113F-HRTimeline
Gitterman Wealth Management, LLC2,578$747K0.17%+1,01013F-HRTimeline
ESL Trust Services, LLC2,573$746K0.15%-6713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,573$746K0.27%+10113F-HRTimeline
MADDEN SECURITIES Corp2,571$745K0.25%-3713F-HRTimeline
First Affirmative Financial Network2,570$745K0.38%-10513F-HRTimeline
BENDER ROBERT & ASSOCIATES2,570$745K0.17%-413F-HRTimeline
Sloy Dahl & Holst, LLC2,564$743K0.1%-5513F-HRTimeline
RAM Investment Partners, LLC2,555$741K0.16%+99413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,551$740K0.1%+1,57513F-HRTimeline
Obsidian Personal Planning Solutions LLC2,540$736K0.3%013F-HRTimeline
Dupree Financial Group, LLC2,539$736K0.29%013F-HRTimeline
America First Investment Advisors, LLC2,529$733K0.15%-913F-HRTimeline
Bluespring Wealth Management, LLC2,528$733K0.07%+2313F-HRTimeline
Asset Planning,Inc2,527$733K0.55%-2813F-HRTimeline
FDx Advisors, Inc.2,525$732K0.22%-1313F-HRTimeline
Pitti Group Wealth Management, LLC2,524$732K0.63%+2213F-HRTimeline
Nicholson Wealth Management Group, LLC2,522$731K0.45%+4613F-HRTimeline
Plum Street Advisors, LLC2,522$731K0.32%+8913F-HRTimeline
Strive Asset Management, LLC2,521$731K0.44%-1,03213F-HRTimeline
Reliant Investment Partners, LLC2,520$731K0.64%-7713F-HRTimeline
Burton Enright Welch2,515$729K0.13%+51513F-HRTimeline
Centerline Wealth Advisors, LLC2,515$729K0.36%-4113F-HRTimeline
AXS Investments LLC2,508$727K0.3%-53213F-HRTimeline
Corundum Trust Company, INC2,504$726K1.92%-113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,500$725K0.06%-11513F-HRTimeline
Coordinated Financial Services, Inc.2,495$723K0.5%13F-HRTimeline
Arnhold LLC2,492$722K0.07%013F-HRTimeline
Roble, Belko & Company, Inc2,490$722K0.11%+15813F-HRTimeline
Heritage Financial Services, LLC2,489$722K0.07%-9213F-HRTimeline
Rockbridge Investment Management, LCC2,487$721K0.08%-2213F-HRTimeline
West Wealth Group, LLC2,466$719K0.18%+44013F-HRTimeline
Walker Asset Management, LLC2,477$718K0.41%+1413F-HRTimeline
Tactive Advisors, LLC2,477$718K0.23%13F-HRTimeline
Wealthstar Advisors, LLC2,475$718K0.27%-15313F-HRTimeline
Lionshead Wealth Management, LLC2,471$716K0.66%+3113F-HRTimeline
Catalina Capital Group, LLC2,470$716K0.48%-92613F-HRTimeline
CMG Global Holdings, LLC2,400$716K0.38%-7113F-HRTimeline
Iron Gate Global Advisors LLC2,468$715K0.08%-57213F-HRTimeline
Squire Investment Management Company, L…2,465$715K0.26%+1013F-HRTimeline
Covey Capital Advisors, LLC2,450$710K0.76%013F-HRTimeline
Boreal Capital Management LLC2,441$708K0.58%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,441$708K0.07%+39913F-HRTimelineGroup
Intergy Private Wealth, LLC2,439$707K0.24%+9713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,881$707K0.4%013F-HRTimeline
Bruce G. Allen Investments, LLC2,438$707K0.54%+5613F-HRTimeline
Clay Northam Wealth Management, LLC2,437$707K0.45%+4013F-HRTimeline
Bernardo Wealth Planning LLC2,427$704K0.15%+7413F-HRTimeline
Symmetry Partners, LLC2,425$703K0.09%+54413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,424$703K0.07%-1,03713F-HRTimeline
Rockbridge Asset Management LLC2,424$703K0.4%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,423$703K0.25%+13613F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,423$702K0.54%+1613F-HRTimeline
Prospera Capital Management, LLC2,422$702K0.39%+7613F-HR/ATimeline
JACOBS & CO/CA2,424$702K0.07%013F-HRTimeline
BlueChip Wealth Advisors LLC2,418$701K0.31%+5513F-HRTimeline
Sequent Asset Management, LLC2,417$701K0.56%+113F-HRTimeline
Wise Wealth Partners2,415$700K1.17%+95013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC2,405$697K0.01%-51013F-HRTimeline
Patrick Mauro Investment Advisor, INC.2,748$697K0.39%new13F-HRTimeline
Beckerman Institutional, LLC2,401$696K0.46%-10013F-HRTimeline
Silver Coast Investments LLC2,393$694K0.25%-12113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,452$693K0.08%-73113F-HRTimeline
Engineers Gate Manager LP2,391$693K0.01%-15,58913F-HRTimeline
Wallace Capital Management Inc.2,383$691K0.09%-10013F-HRTimeline
Nalls Sherbakoff Group, LLC2,383$691K0.5%+24213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,814$690K0.58%-25213F-HRTimeline
Kaizen Financial Strategies2,374$688K0.35%+31313F-HRTimeline
Knuff & Co LLC2,369$687K0.22%013F-HRTimeline
Panoramic Capital Partners, LLC2,317$686K0.48%+23213F-HRTimeline
WESPAC Advisors, LLC2,360$684K0.48%+113F-HRTimeline
Planned Solutions, Inc.2,357$683K0.26%+1413F-HRTimeline
Insight Wealth Partners, LLC2,356$683K0.38%+34813F-HRTimeline
Richmond Investment Services, LLC2,355$682K0.14%+1,35413F-HRTimeline
Westshore Wealth, LLC2,348$681K0.26%+213F-HRTimeline
Parkside Investments, LLC2,343$679K0.09%-21513F-HRTimeline
GODSEY & GIBB, INC2,339$678K0.06%-9413F-HRTimeline
Piedmont Capital Management, LLC2,328$675K0.39%-5913F-HRTimeline
Flywheel Private Wealth LLC2,327$675K0.54%013F-HRTimeline
Lansing Street Advisors2,326$674K0.2%+3013F-HRTimeline
Fortis Capital Management LLC2,322$673K0.1%+1,46213F-HRTimeline
Tamar Securities, LLC2,322$673K0.08%+813F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC2,319$672K0.02%-46513F-HRTimeline
Broadway Wealth Solutions, Inc.2,314$671K0.42%+23013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,312$670K0.49%-13813F-HRTimelineGroup
SFG Wealth Management, LLC.2,296$666K0.4%+13113F-HRTimeline
Northstar Financial Companies, Inc.2,295$665K0.69%-22613F-HRTimeline
Encompass More Asset Management2,292$664K0.16%-1,35013F-HRTimeline
Blackstone Inc.in group Blackstone Inc.2,289$664K<0.01%013F-HRTimelineGroup
Stonebridge Financial Planning Group, L…2,287$663K0.28%-27113F-HRTimeline
Richwood Investment Advisors, LLC2,286$663K0.54%-5013F-HRTimeline
KEATING INVESTMENT COUNSELORS INC2,285$662K0.2%+10013F-HRTimeline
Gimbal Financial2,285$662K0.41%+5213F-HRTimeline
Financial Enhancement Group LLC2,301$660K0.09%-2213F-HRTimeline
Drum Hill Capital, LLC2,276$660K0.73%013F-HRTimeline
XY Planning Network, Inc.2,264$656K0.22%new13F-HRTimeline
Vertex Planning Partners, LLC2,260$655K0.14%-913F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,258$655K0.58%+33113F-HRTimeline
4WEALTH ADVISORS, INC.2,256$654K0.68%-3913F-HRTimeline
Jackson Creek Investment Advisors LLC2,252$653K0.18%-21813F-HRTimeline
Tandem Wealth Advisors LLC2,249$652K0.32%+12613F-HRTimeline
Kelly Financial Services LLC2,248$652K0.19%+13613F-HRTimeline
WAYCROSS PARTNERS, LLC2,247$651K0.06%new13F-HRTimeline
Oceanside Advisors LLC2,245$651K0.44%013F-HRTimeline
Sensible Money, LLC2,239$649K0.25%013F-HRTimeline
Coyle Financial Counsel LLC2,236$648K0.17%+3213F-HRTimeline
TCP Asset Management, LLC2,233$647K0.13%+6213F-HRTimeline
M1 Capital Management LLC2,233$647K0.33%+4913F-HRTimeline
MATAURO, LLC2,228$646K0.12%+8013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/2,227$646K0.74%-8213F-HRTimeline
OLIO Financial Planning2,224$645K0.2%-5013F-HRTimeline
Sprinkle Financial Consultants LLC2,216$642K0.39%-7713F-HRTimeline
Selective Wealth Management, Inc.2,268$642K0.23%-9813F-HRTimeline
Wisconsin Wealth Advisors, LLC2,213$642K0.74%+36313F-HRTimeline
S&T Bank/PA2,210$641K0.19%+2813F-HRTimeline
Brightwater Advisory LLC2,209$640K0.46%-19013F-HR/ATimeline
SIERRA OCEAN, LLC2,207$640K0.46%+10113F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,205$639K0.33%+213F-HRTimeline
Riverwater Partners LLC2,202$638K0.3%+23913F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC2,200$638K0.25%+1,20013F-HRTimeline
Independent Family Office, LLC2,200$638K0.3%+52013F-HRTimeline
Kellett Wealth Advisors, LLC2,198$637K0.42%+56213F-HRTimeline
HILL ISLAND FINANCIAL LLC2,191$635K0.18%new13F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC2,190$635K0.26%+6513F-HRTimeline
Intrinsic Value Partners, LLC2,185$634K0.56%+1613F-HRTimeline
Luken Investment Analytics, LLC2,185$633K0.28%013F-HRTimeline
Vanguard Capital Wealth Advisors2,185$633K0.63%-48913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GUIDANCE CAPITAL, INC2,188$633K0.18%013F-HRTimeline
McNamara Financial Services, Inc.2,181$632K0.13%013F-HRTimeline
FSA Wealth Management LLC2,181$632K0.25%+513F-HRTimeline
Forum Private Client Group LLC2,177$631K0.24%+5213F-HRTimeline
Sage Capital Advisors,llc2,175$631K0.16%+14913F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.2,174$630K0.52%+5213F-HRTimeline
Tema ETFs LLC2,173$630K0.17%new13F-HRTimeline
Darwin Wealth Management, LLC2,170$629K0.22%+1,51313F-HRTimeline
TABLEAUX LLC2,167$628K0.36%013F-HR/ATimeline
Anderson Financial Strategies, LLC2,162$627K0.4%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,140$627K0.2%-21213F-HRTimeline
Castleview Partners, LLC2,158$626K0.4%+34313F-HRTimeline
Brand Asset Management Group, Inc.2,158$626K0.23%-31313F-HRTimeline
Waterford Advisors, LLC5,876$625K0.25%+3,71913F-HRTimeline
REXFORD CAPITAL INC2,155$625K0.52%13F-HRTimeline
Kingdom Financial Group LLC.2,154$624K0.55%new13F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC2,152$624K0.69%+43913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.2,152$624K0.48%+613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,151$624K0.29%-1413F-HRTimeline
Greenfield Seitz Capital Management, LLC2,150$623K0.22%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,146$622K0.5%+14513F-HRTimeline
R. W. Roge & Company, Inc.2,147$622K0.35%-35413F-HRTimeline
Clarkston Capital Partners, LLC2,145$622K0.01%+713F-HRTimeline
Warther Private Wealth, LLC2,138$620K0.16%-31713F-HRTimeline
Wall Street Financial Group, Inc.2,138$620K0.56%new13F-HRTimeline
Optivise Advisory Services LLC2,138$620K0.32%+10013F-HRTimeline
Apeiron RIA LLC2,133$618K0.16%-55213F-HRTimeline
IMZ Advisory Inc2,117$617K0.25%+42413F-HRTimeline
Axis Wealth Partners, LLC2,122$615K0.4%-10913F-HRTimeline
Beaird Harris Wealth Management, LLC2,120$615K0.05%+17613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,119$614K0.32%-7313F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,118$614K0.24%-11313F-HRTimeline
Broderick Brian C2,110$612K0.12%013F-HRTimeline
Family Investment Center, Inc.2,110$612K0.14%+1,03113F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,107$611K0.27%+4113F-HRTimeline
Carter Financial Group, INC.2,106$611K0.4%13F-HRTimeline
SummitTX Capital, L.P.2,100$609K0.03%-8,42313F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,099$609K0.1%+413F-HRTimeline
SACHEM HILL LLC2,099$609K0.12%-88813F-HRTimeline
Compton Financial Group, LLC2,098$608K0.16%013F-HRTimeline
jvl associates llc2,094$607K0.22%+3613F-HRTimeline
Cushing Capital Partners, LLC2,093$607K0.51%-30313F-HRTimeline
Silver Oak Advisory Group, Inc.2,091$606K0.29%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,087$605K0.33%+2913F-HRTimeline
Shira Ridge Wealth Management2,087$605K0.28%-2513F-HRTimeline
Friday Financial2,082$604K0.31%+18713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,078$603K<0.01%-23,08213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,073$601K0.1%+63113F-HRTimeline
Councilor Wealth, LLC2,069$600K0.28%-12713F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC2,063$598K0.07%new13F-HRTimeline