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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
Factor Wealth Management LTD3,262$1.05M0.23%-15513F-HRTimeline
Silver Lake Advisory, LLC3,254$1.05M0.41%+1313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,249$1.05M1.09%-3313F-HRTimeline
Praxis Capital Management LLC3,248$1.05M3.75%13F-HRTimeline
Illumine Investment Management, LLC3,241$1.04M0.76%-20013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC3,235$1.04M0.17%+68013F-HRTimeline
Westwood Wealth Management3,230$1.04M0.78%+19313F-HRTimeline
Lionshead Wealth Management, LLC3,230$1.04M0.78%+4513F-HRTimeline
Tacita Capital Inc3,226$1.04M0.6%+10313F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,222$1.04M0.67%013F-HRTimeline
TrustBankin group TrustBank3,221$1.04M0.43%13F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,217$1.04M0.32%+42013F-HRTimeline
Pacific Center for Financial Services3,286$1.04M0.26%013F-HRTimeline
Johnson Financial Group, LLC3,216$1.04M0.06%+1,25913F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL3,215$1.04M0.46%013F-HRTimelineGroup
BLI - Banque de Luxembourg Investments3,200$1.04M0.03%-60013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC3,211$1.03M0.27%+23813F-HRTimeline
WestHill Financial Advisors, Inc.3,209$1.03M0.2%-913F-HRTimeline
Wolff Financial Management LLC3,209$1.03M0.23%013F-HRTimeline
SP Asset Management LLC3,206$1.03M0.08%+713F-HRTimeline
Bravera Wealth3,201$1.03M0.52%13F-HRTimeline
Wescott Financial Advisory Group, LLC3,198$1.03M0.09%-50213F-HRTimeline
Concorde Asset Management, LLC3,195$1.03M0.41%-5813F-HRTimeline
AIMZ Investment Advisors, LLC3,193$1.03M0.29%+30013F-HRTimeline
RENAISSANCE GROUP LLC3,191$1.03M0.04%+1613F-HRTimeline
Capital Advantage, Inc.3,189$1.03M0.14%-2113F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.3,183$1.03M0.74%+15013F-HRTimeline
INVESTED ADVISORS3,183$1.03M1.06%+4213F-HRTimeline
BETO FINANCIAL GROUP, LLC3,327$1.03M0.69%13F-HRTimeline
RBA Wealth Management, LLC3,181$1.02M0.35%-7413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,178$1.02M0.36%-25213F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC3,177$1.02M1.44%13F-HRTimeline
Cornerstone Financial Management LLC3,175$1.02M0.96%13F-HR/ATimeline
Holcombe Financial, Inc.3,173$1.02M0.64%+2613F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV3,172$1.02M0.39%+17013F-HRTimeline
Creekside Partners3,171$1.02M0.43%013F-HRTimeline
Genesis Financial Group, LLC3,165$1.02M0.59%13F-HRTimeline
SAGE ADVISORS, LLC3,161$1.02M0.68%+1,70813F-HRTimeline
Successful Portfolios LLC3,089$1.02M0.52%+12513F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC3,154$1.02M0.43%013F-HRTimeline
Parkwoods Wealth Partners, LLC3,144$1.01M0.3%+1,24713F-HRTimeline
Nova Wealth Management, Inc.3,143$1.01M0.69%-24713F-HRTimeline
SilverOak Wealth Management LLC3,140$1.01M0.16%+4313F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,115$1M0.05%+1413F-HRTimeline
Pullen Investment Management, LLC3,112$1M0.53%-3413F-HRTimeline
Wealth Science Advisors LLC3,112$1M0.58%13F-HRTimeline
VANCE WEALTH, LLC3,105$1M0.3%-19213F-HR/ATimeline
Arbor Wealth Advisors LLC3,105$1M0.71%-1113F-HRTimeline
EHRLICH FINANCIAL GROUP3,102$1000K0.57%-3513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.3,100$999K<0.01%013F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,977$996K0.09%-36113F-HRTimeline
WealthTrust Asset Management, LLC3,088$995K0.69%+613F-HRTimeline
Atala Financial Inc3,088$995K0.63%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC3,083$993K0.03%-3,08013F-HRTimeline
Alpha Advisors, LLC/VA3,077$991K0.76%-513F-HRTimeline
Legacy Wealth Partners, LLC3,076$991K0.26%13F-HRTimeline
Next Capital Management LLC3,071$990K0.32%-1,13413F-HRTimeline
Investmark Advisory Group LLC3,070$989K0.42%+713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,068$989K0.36%+513F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH3,065$988K0.17%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,064$987K0.13%-9,00513F-HRTimeline
Hughes Financial Services, LLC3,063$987K0.16%+4413F-HRTimeline
TAGStone Capital, Inc.3,061$986K0.37%+10513F-HRTimeline
American National Bank of Texas3,060$986K0.95%+12213F-HRTimeline
J. L. Bainbridge & Co., Inc.3,060$986K0.08%+5013F-HRTimeline
Sonoma Private Wealth LLC3,055$984K1.19%013F-HRTimeline
DecisionMap Wealth Management, LLC3,054$984K0.61%+2713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,052$984K0.69%+2413F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/3,052$983K0.04%-6913F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC3,049$982K0.24%013F-HRTimeline
GREENBERG FINANCIAL GROUP3,043$981K0.4%13F-HRTimeline
Tiller Private Wealth, Inc.3,040$980K0.35%-413F-HRTimeline
Grey Fox Wealth Advisors, LLC3,038$979K0.2%-55113F-HRTimeline
Warren Street Wealth Advisors, LLC3,037$979K0.28%-87513F-HRTimeline
Burton Enright Welch3,031$977K0.14%+16413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,020$973K0.36%-813F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.3,016$972K0.9%13F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.3,000$970K0.29%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,005$970K0.45%+14013F-HRTimeline
Fortis Capital Management LLC3,008$969K0.13%+22313F-HRTimeline
Alessandra Capital Management, LLC3,005$968K0.86%13F-HRTimeline
LongView Wealth Management2,983$968K0.23%-8113F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV3,002$967K0.12%+13413F-HRTimeline
Freemont Management S.A.3,000$967K0.19%+2,00013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC2,995$965K0.42%013F-HRTimeline
Stronghold Wealth Management L.L.C.2,994$965K1.43%13F-HRTimeline
Ring Mountain Capital, LLC3,078$962K0.49%+913F-HRTimeline
Profit Investment Management, LLC2,984$962K3.89%013F-HRTimeline
Beacon Capital Management, LLC2,984$961K0.15%-11413F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC2,980$960K0.58%+10413F-HRTimeline
Vertex Planning Partners, LLC2,977$959K0.22%+50613F-HRTimeline
WMG Financial Advisors, LLC2,976$959K0.4%+913F-HRTimeline
FSA Advisors, Inc.51,333$956K0.67%+47,70713F-HRTimeline
Bond & Devick Financial Network, Inc.2,966$956K0.27%+1713F-HRTimeline
Carmel Capital Partners, LLC2,965$955K0.34%+1,20613F-HRTimeline
Summit Wealth Group, LLC2,958$953K0.22%+20713F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,957$953K0.38%-12913F-HRTimeline
Paragon Capital Management Ltd2,954$952K0.19%-8813F-HRTimeline
Lord & Richards Wealth Management, LLC2,952$951K0.82%-2,72413F-HRTimeline
Strid Group, LLC2,951$951K0.12%+6213F-HRTimeline
Global Assets Advisory, LLC2,950$951K0.27%-5613F-HRTimeline
Pine Harbor Wealth Management, LLC2,949$950K0.29%+8513F-HRTimeline
MIRAMONTES CAPITAL, LLC2,947$950K0.32%13F-HRTimeline
CapWealth Advisors, LLC2,942$948K0.06%+2213F-HR/ATimeline
Kuhn & Co Investment Counsel2,940$947K0.63%+1,30313F-HRTimeline
Magnolia Private Wealth, LLC2,936$946K0.66%-18613F-HRTimeline
Hyposwiss Advisors SA2,934$945K0.93%13F-HRTimeline
Harvest Investment Services, LLC2,931$944K0.18%-58013F-HRTimeline
Financial Freedom, LLC2,928$943K0.47%+413F-HRTimeline
Capital Investment Management, Inc.2,926$943K0.33%13F-HRTimeline
Paladin Advisory Group, LLC2,925$942K0.69%+14113F-HRTimeline
Holos Integrated Wealth LLC2,894$942K0.53%+9313F-HRTimeline
Clearview Wealth Advisors LLC2,921$941K0.6%-11513F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,920$941K0.29%+48513F-HRTimeline
WEALTHGARDEN F.S. LLC3,120$939K0.62%-2613F-HRTimeline
Ruggaard & Associates LLC2,908$937K0.37%-1013F-HRTimeline
HOURGLASS CAPITAL, LLC2,906$936K0.2%-60013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,904$936K0.44%+4313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,903$936K0.28%-10813F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC2,892$932K0.24%-9813F-HRTimeline
West Wealth Group, LLC2,891$932K0.19%+913F-HRTimeline
Roble, Belko & Company, Inc2,889$931K0.12%+47013F-HRTimeline
AMJ Financial Wealth Management2,888$931K0.22%-3113F-HRTimeline
Symmetry Partners, LLC2,887$930K0.06%-7813F-HRTimeline
Investment Planning Advisors, Inc.2,887$930K0.27%+32513F-HRTimeline
Cascade Investment Advisors, Inc.2,884$929K0.55%013F-HRTimeline
CLG LLC2,873$926K0.23%-3213F-HRTimeline
Meridian Financial Advisors, LLC2,865$923K0.5%-23013F-HRTimeline
My Personal CFO, LLC2,860$922K0.38%+1,08213F-HRTimeline
BAYBAN2,858$921K0.81%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,854$920K0.09%-10,52813F-HRTimelineGroup
Balentine LLC2,852$919K0.03%+6413F-HRTimeline
Cherry Tree Wealth Management, LLC2,848$918K0.19%-7013F-HRTimeline
Meridian Wealth Partners, LLC2,843$916K0.13%-12613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …2,842$916K0.12%+10013F-HRTimeline
Milestones Private Investment Advisors …2,831$912K0.63%013F-HRTimeline
Level Financial Advisors2,829$912K0.24%-1613F-HRTimeline
Bensler, LLC2,828$911K0.09%+2013F-HRTimeline
AlphaQuest LLC2,814$907K0.05%-6,35513F-HRTimeline
Insight Wealth Partners, LLC2,814$907K0.38%+13413F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,812$906K0.03%+313F-HRTimelineGroup
KW WEALTH MANAGEMENT LLC2,809$905K1.37%+26413F-HRTimeline
Dakota Community Bank & Trust NA2,798$902K3.09%+4613F-HRTimeline
Broyhill Asset Management, LLC2,794$900K0.79%013F-HRTimeline
Centerline Wealth Advisors, LLC2,784$897K0.32%+113F-HRTimeline
PCB Capital LLC2,784$897K1.44%13F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP2,780$896K0.32%-2,43213F-HRTimeline
Future Financial Wealth Managment LLC2,956$895K0.6%-3013F-HRTimeline
Goepper Burkhardt LLC2,770$893K0.29%+12213F-HRTimeline
Asset Planning,Inc2,768$892K0.63%+23613F-HRTimeline
Harrington Investments, INC2,764$891K0.45%-5013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,759$889K0.08%+2813F-HRTimelineGroup
Veery Capital, LLC2,759$889K0.27%013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,758$889K0.7%-26613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,753$887K0.3%-9513F-HRTimeline
Wellington Grp LLC2,753$887K0.3%13F-HR/ATimeline
Code Waechter LLC2,752$887K0.57%-1013F-HRTimeline
Good Harbor Advisors, Inc.2,750$886K1.03%13F-HRTimeline
Keating Financial Advisory Services, In…2,744$884K0.12%13F-HRTimeline
Clark Wealth Partners2,741$883K0.54%013F-HRTimeline
Williamson Legacy Group, LLC2,739$883K0.69%+3613F-HRTimeline
J.M. Arbour, LLC2,739$883K0.88%13F-HRTimeline
Lynx Investment Advisory2,736$882K0.48%+2813F-HRTimeline
Planned Solutions, Inc.2,733$881K0.28%+39013F-HRTimeline
Verus Financial Partners, Inc.2,919$879K0.08%+10313F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC2,727$879K0.43%13F-HRTimeline
Acumen Wealth Advisors, LLC2,647$877K0.25%13F-HRTimeline
Investors Research Corp2,722$877K0.16%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,721$877K0.13%-20213F-HRTimeline
Flatrock Wealth Partners LLC2,719$876K0.42%13F-HR/ATimeline
SSI INVESTMENT MANAGEMENT LLC2,717$875K0.06%013F-HRTimeline
DB&C Advisors, LLC2,717$875K1.1%13F-HRTimeline
Copley Financial Group, Inc.2,712$874K0.54%-9713F-HRTimeline
HORIZON BANCORP INC /IN/2,709$873K0.42%-63413F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,704$871K0.56%+6613F-HRTimeline
Objective Capital Management, LLC2,702$871K0.89%-11913F-HRTimeline
Riverview Capital Advisers, LLC2,699$870K0.26%+513F-HRTimeline
Lexington Hill Partners, LLC2,698$869K0.65%13F-HRTimeline
Impact Partnership Wealth, LLC2,698$869K0.11%-3,95213F-HRTimeline
Capital Management Associates, Inc2,695$869K0.19%-1,42613F-HRTimeline
Wall Street Financial Group, Inc.2,695$868K0.63%+23113F-HRTimeline
Financial Enhancement Group LLC2,870$867K0.11%+2213F-HRTimeline
Cogent Private Wealth, Inc.2,687$866K0.66%13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC2,684$865K0.19%+113F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC2,684$865K0.02%+4913F-HRTimeline
Hollow Brook Wealth Management LLC2,683$865K0.22%-1,32013F-HRTimeline
Detalus Advisors, LLC2,682$864K0.21%+613F-HRTimeline
ICW Investment Advisors LLC2,677$863K0.31%+113F-HRTimeline
HC Advisors, LLC2,677$863K0.6%+1013F-HRTimeline
Claret Asset Management Corp2,676$862K0.1%-5413F-HRTimeline
XY Planning Network, Inc.2,674$861K0.15%+41013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,673$861K0.64%+1313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,671$861K0.5%+3013F-HRTimeline
Horst & Graben Wealth Management LLC2,674$860K0.13%-8513F-HRTimeline
Odyssey Capital Advisors, Inc.2,665$859K0.76%13F-HRTimeline
Torren Management, LLC2,661$858K0.44%13F-HRTimeline
ENTRUST FINANCIAL LLC2,658$856K0.64%13F-HRTimeline
LongView Asset Management LLC2,656$856K0.6%-3313F-HRTimeline
VSM Wealth Advisory, LLC2,655$856K0.26%-913F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC2,653$855K0.26%013F-HRTimeline