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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

Filings received so far for Q3 2026: 648 13F filers report a position in JPM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Consilium Wealth Advisory, LLC13,410$4.44M1.31%+29513F-HRTimeline
DAVIDSON TRUST CO13,346$4.42M1.75%-75613F-HRTimeline
Lodestone Wealth Management LLC13,247$4.38M1.47%-4813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC12,817$4.24M0.29%-64213F-HRTimeline
Breakwater Capital Group12,797$4.23M0.5%-1,20713F-HRTimeline
Strong Tower Advisory Services12,664$4.19M0.74%-13713F-HRTimeline
Meriwether Wealth & Planning, LLC12,434$4.11M1.86%-10513F-HRTimeline
LS Investment Advisors, LLC12,425$4.11M0.55%-39313F-HRTimeline
Finivi Inc.12,401$4.1M1.96%+19413F-HRTimeline
Sound Income Strategies, LLC12,360$4.1M0.18%-66913F-HRTimeline
Capital Advisors Wealth Management, LLC12,274$4.06M0.46%+9413F-HRTimeline
Tempus Wealth Planning, LLC12,203$4.04M0.78%+46813F-HRTimeline
Monument Capital Management12,147$4.02M0.84%+8413F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC12,140$4.02M0.8%-93713F-HRTimeline
Insight Wealth Strategies, LLC12,007$3.97M0.39%+13313F-HRTimeline
Ignite Planners, LLC11,962$3.97M0.52%+88013F-HRTimeline
Central Pacific Bank - Trust Division11,700$3.87M0.41%-1,02113F-HRTimeline
Great Diamond Partners, LLC11,565$3.83M0.64%-2913F-HRTimeline
Bell Asset Management Ltd11,525$3.81M1.38%-18,71113F-HRTimeline
MITCHELL SINKLER & STARR/PA11,452$3.79M1.54%+7913F-HRTimeline
ATWOOD & PALMER INC11,431$3.78M0.19%+2,63213F-HRTimeline
Balefire, LLC11,417$3.78M0.59%-70113F-HRTimeline
Lakeshore Financial Planning, Inc.11,414$3.78M1.17%+4813F-HRTimeline
O'Keefe Stevens Advisory, Inc.11,412$3.78M0.77%+63613F-HRTimeline
Gallagher Capital Advisors, LLC11,380$3.76M2.02%-1013F-HRTimeline
WEST PACES ADVISORS INC.11,322$3.75M0.64%+10413F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV11,286$3.73M2.65%-11813F-HRTimeline
Dickmeyer Boyce Financial Management, I…11,185$3.7M1.89%-2413F-HRTimeline
Versant Capital Management, Inc11,008$3.64M0.31%+32313F-HRTimeline
Strong Retirement Solutions LLC10,808$3.58M2.01%-32313F-HRTimeline
FinArc Investments, Inc.10,763$3.56M3.16%-16713F-HRTimeline
CONTINENTAL ADVISORS LLC10,735$3.55M2.07%013F-HRTimeline
Exchange Bank10,686$3.54M2.19%-17213F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department10,640$3.52M1.54%+3113F-HRTimelineGroup
Bigelow Investment Advisors, LLC10,608$3.51M1.25%-2213F-HRTimeline
Hilltop National Bank10,598$3.51M0.75%-79313F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,579$3.5M0.41%+7413F-HRTimeline
Summit Financial Strategies, Inc.10,318$3.41M0.24%-1013F-HRTimeline
Elmwood Wealth Management, Inc.10,245$3.39M0.81%-5013F-HRTimeline
Catherine Avery Investment Management L…10,233$3.39M2.91%-12,00813F-HRTimeline
Shum Financial Group, Inc.10,214$3.38M1.94%-12313F-HRTimeline
Regent Peak Wealth Advisors LLC9,998$3.31M0.57%+2,17013F-HRTimeline
First County Bank /CT/9,997$3.31M1.53%+25313F-HRTimeline
Adelphi Trust Co9,981$3.3M2.17%+15613F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,966$3.3M0.86%+1513F-HRTimeline
UNION SAVINGS BANK9,887$3.27M1.31%-53413F-HRTimeline
CACTI ASSET MANAGEMENT LLC9,710$3.25M0.17%-35013F-HRTimeline
FIRST FINANCIAL CORP /IN/9,812$3.25M1.14%-21813F-HRTimeline
ANCHYRA PARTNERS LLC9,799$3.24M0.68%+1,11613F-HRTimeline
Applied Capital LLC/FL9,783$3.24M2.15%+1213F-HRTimeline
S.E.E.D. Planning Group LLC9,715$3.21M0.79%-21213F-HRTimeline
GoalVest Advisory LLC9,710$3.21M0.56%+5413F-HRTimeline
First Citizens Financial Corp9,571$3.17M1.33%013F-HRTimeline
Weil Company, Inc.9,478$3.14M0.54%+4213F-HRTimeline
Redhawk Wealth Advisors, Inc.9,346$3.09M0.31%+5013F-HRTimeline
Windsor Capital Management, LLC9,274$3.07M0.79%+13513F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,147$3.03M0.16%+79213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,987$2.99M0.43%-813F-HRTimeline
Byrne Asset Management LLC8,925$2.97M1.66%+3713F-HRTimeline
ELCO Management Co., LLC8,963$2.97M1.39%+10713F-HRTimeline
Bullock Wealth Management Group8,840$2.95M1.22%-50113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,855$2.93M0.79%-1,09413F-HRTimeline
Foster Group, Inc.8,838$2.92M0.08%-2413F-HRTimeline
Emprise Bank8,836$2.92M1.12%-16113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,790$2.91M0.67%-13513F-HRTimeline
Bath Savings Trust Co8,754$2.9M0.3%+2513F-HRTimeline
Hummer Financial Advisory Services Inc8,740$2.89M1.89%013F-HRTimeline
AAFMAA Wealth Management & Trust LLC8,567$2.83M0.97%-33113F-HRTimeline
Global Wealth Strategies & Associates8,549$2.83M0.52%+52213F-HRTimeline
Granite Group Advisors, LLC8,549$2.83M1.79%-1,80313F-HRTimeline
Roxbury Financial LLC8,538$2.82M2.17%+15313F-HRTimeline
First Heartland Consultants, Inc.8,381$2.77M0.18%+21313F-HRTimeline
Deane Retirement Strategies, Inc.8,248$2.73M1.12%-3213F-HRTimeline
STABLEFORD CAPITAL II LLC8,228$2.72M0.94%-3713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC8,225$2.72M0.41%-10213F-HRTimeline
Fjell Capital, LLC8,090$2.68M1.5%+88113F-HRTimeline
Syntegra Private Wealth Group, LLC8,037$2.66M0.2%+26513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC8,030$2.66M0.63%-513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,011$2.65M0.53%-26213F-HRTimeline
Gilman Hill Asset Management, LLC7,891$2.61M0.36%-31113F-HRTimeline
Whalen Wealth Management Inc.7,856$2.6M1.11%-2,85213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS7,790$2.58M0.79%-16413F-HRTimeline
ANB BANK7,761$2.57M0.91%-34013F-HRTimeline
Accel Wealth Management7,604$2.52M0.54%-36413F-HRTimeline
Thrive Wealth Management, LLC7,485$2.48M0.31%+1813F-HRTimeline
General Partner, Inc.7,422$2.46M1.32%013F-HRTimeline
Crumly & Associates Inc.7,399$2.45M0.43%+78613F-HRTimeline
Heartwood Wealth Advisors LLC7,364$2.44M0.19%+15413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC7,320$2.42M1.64%+19313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.7,299$2.41M0.39%+67613F-HRTimeline
McNaughton Wealth Management, LLC7,278$2.41M0.84%+5613F-HRTimeline
BIRCHBROOK, INC.7,194$2.38M1.14%-96313F-HRTimeline
Matrix Trust Co7,176$2.37M0.35%+21213F-HRTimeline
Trust Co7,166$2.37M0.21%+1013F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.7,095$2.35M1.94%-30813F-HRTimeline
SC&H Financial Advisors, Inc.7,007$2.32M0.32%+1013F-HRTimeline
WORLD EQUITY GROUP, INC.6,895$2.29M0.94%-2,09213F-HRTimeline
TLWM6,746$2.23M0.36%-1913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,619$2.19M0.51%-23713F-HRTimeline
Meadowbrook Wealth Management, LLC6,618$2.19M2.29%+19513F-HRTimeline
ABLE Financial Group, LLC6,573$2.17M0.34%+17313F-HRTimeline
Finward Bancorp6,548$2.17M1.6%-1513F-HRTimeline
Sunburst Financial Group, LLC6,340$2.1M0.34%-17713F-HRTimeline
Powers Advisory Group, LLC6,293$2.08M0.63%+6613F-HRTimeline
Hickory Point Bank & Trust6,292$2.08M1.25%-5013F-HRTimeline
Veracity Capital LLC6,267$2.07M0.56%+1,76013F-HRTimeline
Rosenberg Matthew Hamilton6,234$2.06M0.37%-5813F-HRTimeline
JM2 Capital Inc.6,124$2.03M1.34%+3813F-HRTimeline
St. Clair Advisors, LLC6,116$2.02M0.5%013F-HRTimeline
Vann Equity Management LLC6,087$2.01M1.2%+1,13113F-HRTimeline
Realta Investment Advisors6,051$2M0.59%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.6,043$2M1.11%+8213F-HRTimeline
Canandaigua National Trust Co of Florida5,928$1.96M1.08%13F-HRTimeline
Investment Partners Asset Management, I…5,911$1.96M1.06%013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.5,837$1.93M0.89%-6413F-HR/ATimeline
DIVERSIFIED MANAGEMENT INC5,768$1.91M0.33%+33613F-HRTimeline
Baring Financial LLC5,745$1.9M1.03%+25113F-HRTimeline
Olistico Wealth, LLC5,709$1.89M0.79%-8613F-HRTimeline
Peoples Bank/KS5,612$1.86M1.81%-12813F-HRTimeline
Wilkins Miller Wealth Management, LLC5,574$1.84M1.04%-4613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…5,518$1.83M0.26%+27913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,469$1.82M0.52%+5013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,478$1.81M1.09%-5513F-HRTimeline
Aspen Wealth Management LLC5,429$1.8M0.29%+49313F-HRTimeline
Sendero Wealth Management, LLC5,423$1.79M0.18%-36713F-HRTimeline
Unified Investment Management5,376$1.78M1.6%013F-HRTimeline
Emerald Advisors, LLC5,349$1.77M0.23%+67113F-HRTimeline
New Covenant Trust Company, N.A.5,349$1.77M1.22%-27113F-HRTimeline
Spinnaker Investment Group, LLC5,327$1.76M0.28%-6213F-HRTimeline
Discipline Wealth Solutions, LLC5,297$1.75M0.15%-713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,284$1.75M0.32%+19213F-HRTimeline
MinichMacGregor Wealth Management, LLC5,271$1.74M0.28%-11413F-HRTimeline
BayBridge Capital Group, LLC5,260$1.74M0.92%-91913F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV5,245$1.74M1.49%-17513F-HRTimeline
Cadent Capital Advisors, LLC5,215$1.73M0.37%+713F-HRTimeline
Legal Advantage Investments, Inc.5,212$1.72M0.37%013F-HRTimeline
Oak Grove Capital LLC5,148$1.7M0.1%-57113F-HRTimeline
RIVERSEDGE ADVISORS, LLC5,135$1.7M0.21%+21413F-HRTimeline
Portus Wealth Advisors, LLC5,107$1.69M1.39%-1913F-HRTimeline
Unique Wealth Strategies, LLC5,143$1.68M0.62%013F-HRTimeline
M.E. ALLISON & CO., INC.5,080$1.68M0.94%-27613F-HRTimeline
DECISION INVESTMENTS, INC4,991$1.65M1.52%+4913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,920$1.63M0.18%+613F-HRTimeline
MFG WEALTH MANAGEMENT, INC.4,903$1.62M1.18%+10113F-HRTimeline
West Wealth Group, LLC49,379$1.62M0.25%+46,17713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,813$1.59M0.51%+9713F-HRTimeline
Global Trust Wealth Management LLC4,755$1.57M1.13%-5813F-HRTimeline
Centurion Wealth Management LLC4,753$1.57M0.38%-5513F-HRTimeline
August Group Capital Ltd4,729$1.56M1.6%+1413F-HRTimeline
Schorn Wealth LLC4,715$1.56M0.4%-1813F-HRTimeline
PFW Advisors LLC4,689$1.55M0.46%+2513F-HRTimeline
S.A. Mason LLC4,683$1.55M0.45%+1513F-HRTimeline
Grove Street Fiduciary, LLC4,673$1.55M0.7%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,642$1.54M0.09%-813F-HRTimeline
Dorato Capital Management4,657$1.53M1.02%-2913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,563$1.51M0.07%+40113F-HRTimeline
FIRST COMMUNITY TRUST NA4,561$1.51M0.5%+74513F-HRTimeline
HALL LAURIE J TRUSTEE4,546$1.5M0.48%-36513F-HRTimeline
Fortitude Family Office, LLC4,540$1.5M0.26%+94013F-HRTimeline
Green Ridge Wealth Planning LLC4,462$1.48M0.59%-28713F-HRTimeline
Spartan Planning & Wealth Management4,425$1.46M0.95%+22413F-HRTimeline
Enclave Advisors LLC4,340$1.44M0.19%-22213F-HRTimeline
THOMAS STORY & SON LLC4,332$1.43M0.49%+4213F-HRTimeline
STEPH & CO4,291$1.42M0.36%+7113F-HRTimeline
Cape Investment Advisory, Inc.4,282$1.42M0.36%-2413F-HRTimeline
Three Magnolias Financial Advisors, LLC4,259$1.41M0.85%-13713F-HRTimeline
Clark & Stuart, Inc4,236$1.4M0.86%+29313F-HRTimeline
Park Capital Management, LLC / WI4,209$1.39M0.71%-2713F-HRTimeline
WealthSpring Partners, LLC4,198$1.39M1.47%-53213F-HRTimeline
Alliance Wealth Advisors, LLC4,189$1.39M0.55%+2513F-HRTimeline
Affinity Capital Advisors, LLC4,154$1.38M0.16%+38513F-HRTimeline
Financial Planning Hawaii, Inc.4,176$1.38M0.75%-72013F-HRTimeline
Disciplined Equity Management, Inc.4,168$1.38M0.61%013F-HRTimeline
Fermata Advisors, LLC4,166$1.38M0.27%+29913F-HRTimeline
Kaydan Wealth Management, Inc.4,160$1.38M0.47%-113F-HRTimeline
Hardin Capital Partners, LLC4,105$1.36M0.66%+14513F-HRTimeline
Kingsman Wealth Management, Inc.4,088$1.35M0.6%-713F-HRTimeline
XY Planning Network, Inc.4,076$1.35M0.15%+1,26813F-HRTimeline
Harbor Group, Inc.4,075$1.35M0.16%+25513F-HRTimeline
CULTIVAR CAPITAL, INC.4,074$1.35M0.84%013F-HRTimeline
Persium Advisors, LLC4,017$1.33M0.7%+16013F-HRTimeline
Heck Capital Advisors, LLC4,007$1.33M0.07%+22713F-HRTimeline
Richard P Slaughter Associates Inc3,987$1.32M0.26%+2913F-HRTimeline
Worthington Financial Partners, LLC3,981$1.32M1.11%013F-HRTimeline
Investment Planning Advisors, Inc.3,980$1.32M0.3%+23713F-HRTimeline
Independence Financial Advisors, LLC3,975$1.31M0.33%+313F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,916$1.3M0.92%013F-HRTimeline
Cannon Advisors, Inc.3,857$1.28M0.74%-3,13213F-HRTimeline
TrueWealth Advisors, LLC3,858$1.28M0.29%-3013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,858$1.28M0.33%+4913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,855$1.28M0.15%-40613F-HRTimeline
Shulman DeMeo Asset Management LLC3,800$1.26M0.25%-1513F-HRTimeline
TruNorth Capital Management, LLC3,770$1.25M0.19%+38113F-HRTimeline
MRA Advisory Group3,752$1.24M0.46%+80113F-HRTimeline
Oliver Luxxe Assets LLC3,744$1.24M0.19%-1,52813F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,691$1.22M1.15%+4113F-HRTimeline
FORM Wealth Advisors, LLC3,628$1.2M0.13%-7713F-HRTimeline
R.H. Dinel Investment Counsel, Inc.3,592$1.19M0.84%-30013F-HRTimeline
MFA Wealth Services3,572$1.18M0.7%-11913F-HRTimeline
Lexington Hill Partners, LLC3,525$1.17M0.51%013F-HRTimeline