Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

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
Bravias Capital Group, LLC2,664$872K0.52%+713F-HRTimeline
Tillman Hartley LLC2,663$872K0.2%-52413F-HRTimeline
Roble, Belko & Company, Inc2,662$871K0.09%-213F-HRTimeline
Concorde Asset Management, LLC2,660$871K0.5%+2913F-HRTimeline
VSM Wealth Advisory, LLC2,658$870K0.23%+213F-HRTimeline
Worth Asset Management, LLC2,653$868K0.28%+26213F-HRTimeline
J.M. Arbour, LLC2,645$866K0.75%+4813F-HRTimeline
Riverwater Partners LLC2,640$864K0.26%+42313F-HRTimeline
Bernardo Wealth Planning LLC2,640$864K0.15%-713F-HRTimeline
ENTRUST FINANCIAL LLC2,639$864K0.56%+213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,634$862K0.35%+1213F-HRTimeline
HC Advisors, LLC2,633$862K0.52%+1713F-HRTimeline
Cascade Investment Advisors, Inc.2,631$861K0.47%-6013F-HRTimeline
Financial Advisors Network, Inc.2,629$860K0.11%+97913F-HRTimeline
Wealthstar Advisors, LLC2,626$860K0.43%+10713F-HRTimeline
Dunhill Financial, LLC2,617$857K0.18%-2,38913F-HRTimeline
NerdWallet Wealth Partners, LLC2,617$856K0.3%+6213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC2,616$856K0.21%+23713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,616$856K0.21%+4113F-HRTimeline
FLOW TRADERS U.S. LLC2,614$856K0.04%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,615$856K0.02%+95613F-HRTimeline
MKT Advisors LLC2,520$855K0.27%+3113F-HRTimeline
Odyssey Capital Advisors, Inc.2,611$855K0.61%-5513F-HRTimeline
MADDEN SECURITIES Corp2,609$854K0.24%-513F-HRTimeline
Windsor Advisory Group, LLC2,603$852K0.62%-1,77113F-HRTimeline
Richwood Investment Advisors, LLC2,601$851K0.6%013F-HRTimeline
Palatine Hill Wealth Management, LLC2,595$849K0.68%+413F-HRTimeline
Banque de Luxembourg S.A.2,594$849K0.4%+613F-HRTimeline
SP Asset Management LLC2,593$849K0.07%+613F-HRTimeline
Investors Research Corp2,591$848K0.15%-13113F-HRTimeline
Ironsides Asset Advisors, LLC2,590$848K0.2%013F-HRTimeline
Braun-Bostich & Associates Inc.2,581$845K0.47%+29713F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC2,579$844K0.22%+213F-HRTimeline
Physician Wealth Advisors, Inc.2,573$842K0.1%+18813F-HRTimeline
Catalyst Investment Management LLC2,571$842K0.76%+9213F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC2,570$841K0.01%-24313F-HRTimeline
Accelerate Investment Advisors LLC2,567$840K0.48%-813F-HRTimeline
Balentine LLC2,565$840K0.03%-2213F-HRTimeline
Capital Markets Trading UK LLP2,564$839K0.6%new13F-HRTimeline
Presidio Capital Management, LLC2,561$838K0.21%-7113F-HRTimeline
AMJ Financial Wealth Management2,850$838K0.2%013F-HRTimeline
Hollow Brook Wealth Management LLC2,561$838K0.17%-10013F-HRTimeline
Vision Retirement, LLC2,561$838K0.2%-613F-HRTimeline
Claret Asset Management Corp2,558$837K0.09%-8313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,557$837K0.45%-15013F-HRTimeline
StoryOne LLC2,555$836K0.4%+2,55513F-HRTimeline
Lynch Investment Planning, LLC2,554$836K0.64%+8413F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,553$836K0.34%013F-HRTimeline
Betterment LLC2,550$835K<0.01%+19413F-HRTimeline
ESL Trust Services, LLC2,548$834K0.14%-513F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC2,549$834K0.21%013F-HRTimeline
Capitol Family Office, Inc.2,535$830K0.88%+39513F-HRTimeline
Investment Insight Wealth Management, L…2,532$829K0.72%-713F-HRTimeline
Plum Street Advisors, LLC2,531$828K0.26%+10013F-HRTimeline
CLG LLC2,531$828K0.18%-30313F-HRTimeline
Second Half Financial Partners, LLC2,530$828K0.34%-13813F-HRTimeline
Prospera Capital Management, LLC2,452$828K0.26%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST2,529$828K0.29%+40313F-HRTimeline
America First Investment Advisors, LLC2,529$828K0.15%013F-HRTimeline
Westwood Wealth Management2,528$827K0.24%-13413F-HRTimeline
Arch Global Advisors, LLC2,527$827K0.37%-6313F-HRTimeline
Brand Asset Management Group, Inc.2,526$827K0.18%+6813F-HRTimeline
1015 Capital Partners, LLC2,524$826K0.69%013F-HRTimeline
Krane Funds Advisors LLC2,520$825K0.03%-29413F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,517$824K0.03%013F-HRTimelineGroup
Sloy Dahl & Holst, LLC2,512$822K0.1%-3513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,510$822K0.2%+28513F-HRTimeline
Murphy Pohlad Asset Management LLC2,500$819K0.29%013F-HRTimeline
GREENHAVEN ASSOCIATES INC2,500$818K0.01%-1,50013F-HRTimeline
Bramshill Investments, LLC2,500$818K0.06%013F-HRTimeline
Arkos Global Advisors2,498$818K0.1%-11013F-HRTimeline
Intergy Private Wealth, LLC2,498$818K0.19%+7513F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,497$817K0.19%+86413F-HRTimeline
Emergent Wealth Advisors, LLC2,501$817K0.42%+14113F-HRTimeline
Arnhold LLC2,492$816K0.06%013F-HRTimeline
High Point Wealth Management, LLC2,482$812K0.66%+2813F-HRTimeline
Walker Asset Management, LLC2,481$812K0.41%+1113F-HRTimeline
BENDER ROBERT & ASSOCIATES2,481$812K0.17%-1413F-HRTimeline
Corundum Trust Company, INC2,476$810K2.16%013F-HRTimeline
KERR FINANCIAL PLANNING Corp2,476$810K0.9%-1613F-HRTimeline
Dupree Financial Group, LLC2,472$809K0.3%013F-HRTimeline
Troutman Wealth Management, LLC2,470$809K0.62%+3313F-HRTimeline
Wealth Preservation Advisors, LLC2,469$808K0.46%+1,74213F-HRTimeline
Randall & Associates Wealth Management2,468$808K0.5%-28513F-HRTimeline
COGENT STRATEGIC WEALTH LLC2,468$808K0.77%+3613F-HRTimeline
Atlatl Advisers LLC2,468$808K0.19%-10213F-HRTimeline
S&T Bank/PA2,467$808K0.24%-3213F-HRTimeline
jvl associates llc2,466$807K0.23%+3813F-HRTimeline
Tactive Advisors, LLC2,465$807K0.2%-5013F-HRTimeline
Values Added Financial LLC2,463$806K0.29%+15513F-HRTimeline
Entelevest, LLC2,458$805K0.7%+13913F-HRTimeline
Clay Northam Wealth Management, LLC2,447$801K0.39%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,443$800K0.22%-8413F-HRTimeline
JACOBS & CO/CA2,444$799K0.07%+1313F-HRTimeline
New Insight Wealth Advisors2,437$798K0.24%-6613F-HRTimeline
HORIZON BANCORP INC /IN/2,434$797K0.37%-10213F-HRTimeline
True Link Financial Advisors, LLC2,434$797K0.05%-413F-HR/ATimeline
AMG Asset Management Group, Inc.2,428$795K0.5%+8013F-HRTimeline
Mascagni Wealth Management, Inc.2,428$795K0.49%+1,57613F-HRTimeline
Compass Financial Group, INC/SD2,427$794K0.09%-113F-HRTimeline
Rockbridge Asset Management LLC2,424$793K0.52%013F-HRTimeline
Good Harbor Advisors, Inc.2,423$793K0.78%-25213F-HRTimeline
Wise Wealth Partners2,415$791K1.34%013F-HRTimeline
Broderick Brian C2,410$789K0.12%-15013F-HRTimeline
Arbor Investment Advisors, LLC2,409$789K0.09%+413F-HRTimeline
Private Wealth Management Group, LLC2,407$788K0.18%+20013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,407$788K0.38%+4713F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,406$788K0.48%013F-HRTimeline
Piedmont Capital Management, LLC2,357$787K0.4%013F-HRTimeline
Tuttle Capital Management, LLC2,391$783K0.53%013F-HRTimeline
6th Street Advisors, LLC2,390$782K0.45%+5513F-HRTimeline
Wealth Watch Advisors, INC2,388$782K0.25%+38613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,385$781K0.43%+17413F-HRTimeline
Atlas Private Wealth Advisors2,382$780K0.17%-213F-HRTimeline
Legend Capital Advisors LLC2,374$777K0.42%013F-HRTimeline
Viewpoint Capital Management LLC2,368$775K0.39%-2,71213F-HRTimeline
AWM CAPITAL, LLC2,367$775K0.06%+35113F-HRTimeline
Waterford Advisors, LLC2,367$775K0.21%+15413F-HRTimeline
Family Capital Management, Inc.2,362$773K0.3%-3413F-HRTimeline
Sharp Wealth Advisory, LLC2,362$773K0.36%-9813F-HRTimeline
SLT Holdings LLC2,360$772K0.49%-6113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,355$771K0.01%-8,02513F-HRTimelineGroup
Clean Yield Group2,347$768K0.19%+13913F-HRTimeline
Anchor Bay Capital, Inc.2,132$767K0.41%13F-HRTimeline
Sterling Financial Planning, Inc.2,343$767K0.21%+35713F-HRTimeline
Teucrium Investment Advisors, LLC2,343$767K0.68%new13F-HRTimeline
REXFORD CAPITAL INC2,339$766K0.47%+4313F-HRTimeline
Silver Coast Investments LLC2,335$764K0.23%+1913F-HRTimeline
Drum Hill Capital, LLC2,334$764K0.78%-1713F-HRTimeline
Corps Capital Advisors, LLC2,330$763K0.62%013F-HRTimeline
Ariston Services Group2,321$760K0.42%+2,32113F-HRTimeline
Wagner Wealth Management, Corp2,318$759K0.61%+213F-HRTimeline
Squire Investment Management Company, L…2,313$757K0.18%+2813F-HRTimeline
Connecticut Capital Management Group, L…2,312$757K0.61%013F-HRTimeline
Factor Wealth Management LTD2,309$756K0.11%-95313F-HRTimeline
Ellsworth Advisors, LLC2,178$756K0.12%+1,08313F-HRTimeline
Broadway Wealth Solutions, Inc.2,306$755K0.35%+2613F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC2,304$754K0.03%+24013F-HRTimelineGroup
Detalus Advisors, LLC2,303$754K0.15%-32313F-HRTimeline
American Investment Services, Inc.2,302$754K0.16%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,302$754K0.21%-1,12613F-HRTimeline
MontVue Capital Management, Inc.2,301$753K0.43%+1,01513F-HRTimeline
SMART Wealth LLC2,290$750K0.16%-16513F-HRTimeline
Gimbal Financial2,290$750K0.48%13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.2,288$749K0.5%+12513F-HRTimeline
IFS Group,LLC2,287$749K1.03%-29713F-HRTimeline
Synergy Investment Management, LLC2,217$748K0.18%+1,14813F-HRTimeline
Navigate Wealth Management, LLC2,192$748K0.46%+1,43513F-HRTimeline
CMG Global Holdings, LLC2,281$747K0.32%+313F-HRTimeline
Foresight Global Investors, Inc.2,278$746K0.45%013F-HRTimeline
Able Wealth Management LLC2,278$746K0.17%+47313F-HRTimeline
LongView Wealth Management2,276$745K0.19%-68513F-HRTimeline
Kaizen Financial Strategies2,230$745K0.29%-13413F-HRTimeline
LEIGH BALDWIN & CO., LLC2,274$744K0.4%+1513F-HRTimeline
Wisconsin Wealth Advisors, LLC2,273$744K0.64%-11213F-HRTimeline
Ehrenkranz Partners L.P.2,268$742K0.43%013F-HRTimeline
Piedmont Capital Management, LLC/NC2,268$742K0.45%-14713F-HRTimeline
Denver PWM, LLC2,044$742K0.24%+12513F-HRTimeline
Beirne Wealth Consulting Services, LLC2,252$737K0.15%-13413F-HRTimeline
Sachetta, LLC2,252$737K0.36%+4813F-HRTimeline
Opus Capital Group, LLC2,248$736K0.07%-5113F-HRTimeline
WAYCROSS PARTNERS, LLC2,247$736K0.06%013F-HRTimeline
J2 Capital Management Inc2,247$735K0.49%+90213F-HRTimeline
CBIZ Investment Advisory Services, LLC2,500$735K0.03%013F-HRTimeline
Bell Investment Advisors, Inc2,246$735K0.11%+313F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,243$734K0.21%+29313F-HRTimeline
LifeGoal Investments, LLC2,243$734K0.34%+38313F-HRTimeline
M1 Capital Management LLC2,242$734K0.27%-613F-HRTimeline
Safe Harbor Fiduciary, LLC2,242$734K0.57%+413F-HRTimeline
Decker Wealth Management LLC2,241$734K0.16%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,241$733K0.1%-513F-HRTimeline
Pitti Group Wealth Management, LLC2,240$733K0.53%+213F-HRTimeline
RTD Financial Advisors, Inc.2,240$733K0.08%new13F-HRTimeline
Darwin Wealth Management, LLC2,235$732K0.2%+5213F-HRTimeline
Vilga Financial Planning LLC2,229$730K0.55%+4813F-HRTimeline
Oxbow Advisors, LLC2,226$729K0.06%+1,22413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC2,222$727K0.07%-713F-HRTimeline
Dynamic Wealth Strategies, LLC2,220$727K0.39%+3913F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,218$726K0.3%+1013F-HRTimeline
Copley Financial Group, Inc.2,218$726K0.44%-48113F-HRTimeline
Compton Financial Group, LLC2,214$725K0.14%013F-HRTimeline
Gratus Wealth Advisors, LLC2,213$725K0.09%-6413F-HRTimeline
Wealth Advisors Northwest LLC2,213$725K0.25%+14413F-HRTimeline
Avid Wealth Partners LLC2,211$724K0.35%-15113F-HRTimeline
Allied Private Wealth LLC2,188$724K0.46%13F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,210$723K0.28%+6613F-HRTimeline
Clarion Wealth Managment Partners, LLC2,209$723K0.58%-4813F-HRTimeline
IMZ Advisory Inc2,205$722K0.23%-13013F-HRTimeline
Tenzing Financial LLC2,135$721K0.5%+11413F-HRTimeline
Copper Harbor Investment Advisors, LLC2,196$719K0.15%13F-HRTimeline
ASL Financial, LLC2,196$719K0.51%013F-HRTimeline
Quad-Cities Investment Group, LLC2,196$719K0.26%-1513F-HRTimeline
LiftPoint Family Wealth Advisors LLC2,193$718K0.49%+1,06213F-HRTimeline
Cedarwood Wealth LLC2,193$718K0.54%+22913F-HRTimeline
McNamara Financial Services, Inc.2,192$718K0.12%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC2,192$717K0.14%+47213F-HRTimeline
White Lighthouse Investment Management …2,187$716K0.09%-52013F-HRTimeline
Tamar Securities, LLC2,177$713K0.07%-21613F-HRTimeline
Oceanside Advisors LLC2,176$712K0.36%013F-HRTimeline
Destiny Wealth Partners, LLC2,022$711K0.1%-15,36413F-HRTimeline