JPM JPMORGAN CHASE & CO

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.

Holder	Shares	Value	% of portfolio	Change	Source
Mascoma Wealth Management LLC	2,063	$598K	0.14%	-210	13F-HR Timeline
Signature Wealth Management Group	2,062	$598K	0.24%	-151	13F-HR Timeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…	2,062	$598K	0.02%	0	13F-HR Timeline Group
Blue Investment Partners LLC	2,062	$598K	0.21%	0	13F-HR Timeline
Good Steward Wealth Advisors,LLC	2,058	$597K	0.47%	-752	13F-HR Timeline
Burns Matteson Capital Management, LLC	2,056	$596K	0.29%	+26	13F-HR Timeline
Sepio Capital, LP	2,055	$596K	0.04%	-127	13F-HR Timeline
Stelac Advisory Services LLC	2,047	$595K	0.23%	-1,333	13F-HR Timeline
Cherry Creek Investment Advisors, Inc.	2,052	$595K	0.28%	+64	13F-HR Timeline
Wealth Advisors Northwest LLC	2,052	$595K	0.31%	+104	13F-HR Timeline
Wilson & Boucher Capital Management, LLC	2,051	$595K	0.41%	-85	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	2,045	$593K	0.15%	-125	13F-HR Timeline
Redwood Wealth Management Group, LLC	2,042	$592K	0.27%	+3	13F-HR Timeline
Intelligence Driven Advisers, LLC	2,042	$592K	0.09%	-33	13F-HR Timeline
V-Square Quantitative Management LLC	2,036	$590K	0.08%	+1,031	13F-HR Timeline
Kinloch Capital, LLC	2,033	$589K	0.27%	+26	13F-HR Timeline
Capitol Family Office, Inc.	2,033	$589K	0.77%	-75	13F-HR Timeline
Peterson Wealth Advisors, LLC	2,030	$589K	0.1%	+3	13F-HR Timeline
Beirne Wealth Consulting Services, LLC	2,027	$588K	0.19%	0	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	2,027	$588K	0.22%	+12	13F-HR Timeline
Presper Financial Architects, LLC	2,021	$586K	0.44%		13F-HR Timeline
Waypoint Wealth Partners Inc.	2,021	$586K	0.14%	new	13F-HR Timeline
Columbus Macro, LLC	2,020	$586K	0.07%	-35	13F-HR Timeline
Sterling Financial Planning, Inc.	2,018	$585K	0.2%	-121	13F-HR Timeline
Karani Asset Management LLC	2,016	$584K	0.57%	-400	13F-HR Timeline
JACOBSON & SCHMITT ADVISORS, LLC	2,015	$584K	0.1%	new	13F-HR Timeline
Clarion Wealth Managment Partners, LLC	2,012	$583K	0.64%		13F-HR Timeline
CGC Financial Services, LLC	2,010	$583K	0.2%	0	13F-HR Timeline
Tower Wealth Partners, Inc.	2,009	$582K	0.34%	-25	13F-HR Timeline
Ascent Capital Management, LLC	2,007	$582K	0.52%	+45	13F-HR Timeline
Gratus Wealth Advisors, LLC	2,007	$582K	0.09%	+138	13F-HR Timeline
Foundation Wealth Management, LLC	2,002	$580K	0.4%	0	13F-HR Timeline
Centennial Wealth Advisory LLC	1,999	$580K	0.18%	-64	13F-HR Timeline
Compass Financial Group, INC/SD	2,000	$580K	0.1%	+5	13F-HR Timeline
BROOKTREE CAPITAL MANAGEMENT	2,000	$580K	0.38%	new	13F-HR Timeline
SHAPIRO CAPITAL MANAGEMENT LLC	2,000	$580K	0.03%	0	13F-HR Timeline
Bramshill Investments, LLC	2,000	$580K	0.06%	-500	13F-HR Timeline
Smith & Howard Wealth Management, LLC	1,998	$579K	0.15%	0	13F-HR Timeline
SOMERVILLE KURT F	1,995	$578K	0.1%	0	13F-HR Timeline
KEELER & NADLER FINANCIAL PLANNING & WE…	1,992	$578K	0.23%	+10	13F-HR Timeline
SJS Investment Consulting Inc.	1,991	$577K	0.09%	-181	13F-HR Timeline
SHERBROOKE PARK ADVISERS LLC	1,989	$577K	0.25%	+838	13F-HR Timeline
Smallwood Wealth Investment Management,…	1,989	$577K	0.33%	+22	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	1,985	$575K	0.46%	-37	13F-HR Timeline
Riverstone Advisors, LLC	1,981	$574K	0.31%	+102	13F-HR Timeline
Bell Investment Advisors, Inc	1,979	$574K	0.1%	+240	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	1,974	$572K	1.77%	0	13F-HR Timeline
Laidlaw Wealth Management LLC	1,973	$572K	1.65%	+127	13F-HR Timeline
RICE HALL JAMES & ASSOCIATES, LLC	1,970	$571K	0.03%	+44	13F-HR Timeline
Betterment LLC	1,970	$571K	<0.01%	+425	13F-HR Timeline
WEALTHSPAN PARTNERS, LLC	1,968	$570K	0.24%	+100	13F-HR Timeline
LEGACY FINANCIAL GROUP, INC.	1,967	$570K	0.17%	-247	13F-HR Timeline
Kearns & Associates LLC	1,960	$568K	0.33%	0	13F-HR Timeline
Lakewood Asset Management LLC	1,960	$568K	0.38%	-6	13F-HR Timeline
Johnson Financial Group, LLC	1,957	$567K	0.05%	-772	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	1,957	$567K	0.04%	-246	13F-HR Timeline
Horizon Family Wealth, Inc.	1,955	$567K	0.35%	+11	13F-HR Timeline
SMITH SHELLNUT WILSON LLC /ADV	1,955	$567K	0.25%	-92	13F-HR Timeline
Clean Yield Group	1,954	$566K	0.17%	0	13F-HR Timeline
Centiva Capital, LP	1,954	$566K	0.04%	-5,036	13F-HR Timeline
Provenance Wealth Advisors, LLC	1,944	$564K	0.08%	-1,600	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	1,943	$563K	0.3%	+104	13F-HR Timeline
Morling Financial Advisors, LLC	1,942	$563K	0.18%	-3,360	13F-HR Timeline
NDVR, Inc.	1,938	$562K	0.53%	-27	13F-HR Timeline
Park Square Financial Group, LLC	1,937	$562K	0.41%	+94	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	1,936	$561K	0.18%	-26	13F-HR Timeline
Bryce Point Capital, LLC	1,932	$560K	0.47%	new	13F-HR Timeline
Everstar Asset Management, LLC	1,918	$556K	0.34%	+183	13F-HR Timeline
AWM CAPITAL, LLC	1,913	$555K	0.06%	0	13F-HR Timeline
Vishria Bird Financial Group, LLC	1,913	$555K	0.18%	+10	13F-HR Timeline
ALKEME WEALTH, LLC	1,912	$554K	0.25%	-37	13F-HR Timeline
White Lighthouse Investment Management …	1,911	$554K	0.09%	-49	13F-HR Timeline
WT Wealth Management	1,909	$553K	0.16%	+115	13F-HR Timeline
BANTAMAC CAPITAL, LLC	1,900	$551K	0.2%	-341	13F-HR Timeline
Joel Adams & Associates, Inc.	1,899	$551K	0.49%	-66	13F-HR Timeline
Widmann Financial Services, Inc.	1,899	$550K	0.38%	+179	13F-HR Timeline
Duncan Williams Asset Management, LLC	1,897	$550K	0.17%	+10	13F-HR/A Timeline
HFR Wealth Management, LLC	1,890	$548K	0.13%	+10	13F-HR Timeline
Swan Global Investments, LLCin group Swan Global Investments, LLC	1,889	$548K	0.03%	+296	13F-HR Timeline Group
Stewardship Advisors, LLC	1,888	$547K	0.14%	+57	13F-HR Timeline
Alpha DNA Investment Management LLC	1,888	$547K	10.42%	+16	13F-HR Timeline
Physician Wealth Advisors, Inc.	1,885	$546K	0.09%	+280	13F-HR Timeline
MN Wealth Advisors, LLC	1,880	$545K	0.32%	-14,114	13F-HR Timeline
Oxinas Partners, LLC	1,881	$545K	0.28%	-46	13F-HR Timeline
Roth Financial Partners LLC	1,877	$544K	0.2%	0	13F-HR Timeline
SLT Holdings LLC	1,877	$544K	0.41%	+996	13F-HR Timeline
21 West Wealth Management LLC	1,877	$544K	0.55%		13F-HR Timeline
REBALANCE, LLC	1,875	$544K	0.04%	-65	13F-HR Timeline
Foundation Wealth Management, LLC\PA	1,870	$542K	0.23%	+9	13F-HR Timeline
Echo45 Advisors LLC	1,868	$542K	0.34%	-18	13F-HR Timeline
Cornerstone Select Advisors, LLC	1,866	$541K	0.48%	-197	13F-HR Timeline
Atwater Malick LLC	1,861	$540K	0.17%	0	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	1,860	$539K	0.19%	-3	13F-HR Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	1,860	$539K	0.12%	+444	13F-HR Timeline
Cadent Capital Advisors, LLC	1,856	$538K	0.18%	-75	13F-HR Timeline
Parkwoods Wealth Partners, LLC	1,853	$537K	0.31%	+743	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	1,852	$537K	0.42%	+8	13F-HR Timeline
Kagan Cocozza Asset Management	1,849	$536K	0.41%	-5	13F-HR Timeline
Lokken Investment Group LLC	1,848	$536K	0.21%	-317	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	1,846	$535K	0.41%	+213	13F-HR Timeline
W.H. Cornerstone Investments Inc.	1,845	$535K	0.34%	-235	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	1,845	$535K	0.22%	-13	13F-HR Timeline
Gladwyn Financial Advisors, Inc.	1,842	$534K	0.41%		13F-HR Timeline
RIA Advisory Group LLC	1,841	$534K	0.16%	-77	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1,838	$533K	0.17%	-95	13F-HR Timeline
Schiavi & Co LLC	1,833	$531K	0.18%	0	13F-HR Timeline
Financial Advisors Network, Inc.	1,831	$531K	0.08%	-56	13F-HR Timeline
Prepared Retirement Institute LLC	1,821	$528K	0.31%	+326	13F-HR Timeline
Amica Retiree Medical Trust	1,822	$528K	0.76%	0	13F-HR Timeline
ERn Financial, LLC	1,820	$528K	0.11%	-4,693	13F-HR Timeline
Leeward Financial Partners, LLC	1,819	$527K	0.17%	+899	13F-HR Timeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …	1,818	$527K	0.31%	+45	13F-HR Timeline
Dynamic Technology Lab Private Ltd	1,819	$527K	0.07%	new	13F-HR Timeline
Hutchens & Kramer Investment Management…	1,813	$526K	0.24%	-86	13F-HR Timeline
Catalyst Capital Advisors LLC	1,813	$526K	0.01%	-293	13F-HR Timeline
CFC Planning Co LLC	1,812	$526K	0.51%	+23	13F-HR Timeline
Scarborough Advisors, LLC	1,810	$525K	0.1%	-46	13F-HR Timeline
Axim Planning & Wealth	1,809	$524K	0.48%	-63	13F-HR Timeline
Jupiter Wealth Management LLC	1,804	$524K	0.26%	+375	13F-HR Timeline
BIP Alliance, LLC	1,805	$523K	0.2%	+22	13F-HR Timeline
Krane Funds Advisors LLC	1,804	$523K	0.02%	-109	13F-HR Timeline
Randall & Associates Wealth Management	1,804	$523K	0.4%	+68	13F-HR Timeline
Binnacle Investments Inc	1,799	$522K	0.34%	+72	13F-HR Timeline
Gallacher Capital Management LLC	1,798	$521K	0.24%	+949	13F-HR Timeline
CVFG LLC	1,796	$521K	0.41%	-99	13F-HR Timeline
New Century Financial Group, LLC	1,796	$521K	0.61%	+257	13F-HR Timeline
BROGAN FINANCIAL, INC.	1,793	$520K	0.23%	+57	13F-HR Timeline
American Financial Advisors, LLC	1,792	$520K	0.07%	+10	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	1,787	$518K	0.06%	+72	13F-HR Timeline
REAP Financial Group, LLC	1,786	$518K	0.12%	+866	13F-HR Timeline
Worth Asset Management, LLC	1,783	$517K	0.25%	+79	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	1,744	$516K	0.21%	0	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	1,777	$515K	0.12%	+188	13F-HR Timeline
Walker Financial Services, Inc.	1,773	$514K	0.23%	+2	13F-HR Timeline
Lanham O'Dell & Company, Inc.	1,772	$514K	0.22%	+1	13F-HR Timeline
Gladius Capital Management LP	1,771	$513K	0.8%	-7,827	13F-HR Timeline
Lingohr Asset Management GmbH	1,776	$512K	0.93%	-24,784	13F-HR Timeline
Private Wealth Management Group, LLC	1,764	$511K	0.17%	+33	13F-HR Timeline
Ledgewood Wealth Advisors, LLC	1,760	$510K	0.32%	0	13F-HR Timeline
Blackston Financial Advisory Group, LLC	1,760	$510K	0.32%	-419	13F-HR/A Timeline
Thrive Capital Management, LLC	1,760	$510K	0.16%	+400	13F-HR Timeline
Omnitrust Wealth Management, Inc	1,558	$510K	0.6%		13F-HR Timeline
POTENTIA WEALTH	1,758	$510K	0.29%	0	13F-HR Timeline
Momentous Wealth Management, Inc.	1,756	$509K	0.33%	-28	13F-HR Timeline
Sharkey, Howes & Javer	1,751	$508K	0.07%	-124	13F-HR Timeline
Core Wealth Advisors, Inc.	1,749	$507K	0.15%	-23	13F-HR Timeline
Wealth Preservation Advisors, LLC	1,749	$507K	0.31%	-3	13F-HR Timeline
Integrated Capital Management, LLC	1,742	$507K	0.24%	-6,970	13F-HR Timeline
LINCOLN CAPITAL CORP	1,748	$507K	0.19%	-67	13F-HR Timeline
Sanchez Wealth Management Group	1,747	$507K	0.12%	-8	13F-HR Timeline
Denver PWM, LLC	1,747	$507K	0.16%	+436	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	1,740	$505K	0.15%	-579	13F-HR Timeline
Von Berge Wealth Management Group, LLC	1,730	$504K	0.28%	+9	13F-HR Timeline
Asset Management Group, Inc.	1,738	$504K	0.09%	+10	13F-HR Timeline
North Ridge Wealth Advisors, Inc.	1,736	$503K	0.31%	0	13F-HR Timeline
Bestgate Wealth Advisors, LLC	2,051	$503K	1.04%	0	13F-HR Timeline
Heritage Wealth Management, Inc. /CA/	1,732	$502K	0.38%	-2	13F-HR Timeline
POWER WEALTH MANAGEMENT LLC	1,732	$502K	0.19%	-14	13F-HR Timeline
Level Financial Advisors	1,728	$501K	0.16%	0	13F-HR Timeline
Gordian Advisors LLC	1,727	$501K	0.36%	0	13F-HR Timeline
Delta Wealth Advisors LLC	1,719	$498K	0.42%	0	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	1,718	$498K	0.13%	+311	13F-HR Timeline
Battery Global Advisors, LLC	1,716	$498K	0.25%	0	13F-HR Timeline
Defender Capital, LLC.	1,709	$495K	0.17%	0	13F-HR Timeline
New Perspectives, Inc	1,703	$494K	0.24%	+110	13F-HR Timeline
Sharp Wealth Advisory, LLC	1,702	$493K	0.32%	-80	13F-HR Timeline
KWMG, LLC	1,694	$491K	0.05%	-17	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	1,695	$491K	0.15%	-112	13F-HR Timeline
Townsend & Associates, Inc	1,643	$491K	0.05%	-8,446	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	1,692	$490K	0.18%	-6	13F-HR Timeline
Allie Family Office LLC	1,691	$490K	0.24%	0	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	1,691	$490K	0.19%	+17	13F-HR Timeline
GF FUND MANAGEMENT CO. LTD.	1,690	$490K	0.01%	-2,738	13F-HR Timeline
Emergent Wealth Advisors, LLC	1,690	$490K	0.31%	+36	13F-HR Timeline
Innova Wealth Partners	1,686	$489K	0.29%	-78	13F-HR Timeline
Oxbow Advisors, LLC	1,685	$489K	0.05%	-293	13F-HR Timeline
Fiduciary Wealth Partners, LLC	1,682	$488K	0.46%	-527	13F-HR Timeline
Garner Asset Management Corp	1,677	$486K	0.22%	-403	13F-HR Timeline
Adams Wealth Management	1,676	$486K	0.09%	-193	13F-HR Timeline
CacheTech Inc.	1,676	$486K	0.09%	-193	13F-HR Timeline
Fearless Solutions, LLC dba Best Invest	1,670	$484K	0.34%	+120	13F-HR Timeline
IronBridge Private Wealth, LLC	1,667	$483K	0.17%	-107	13F-HR Timeline
Lipe & Dalton	1,665	$483K	0.26%	0	13F-HR Timeline
Morey & Quinn Wealth Partners, LLC	1,664	$482K	0.39%	+38	13F-HR Timeline
Neo Ivy Capital Management	1,657	$480K	0.15%	new	13F-HR Timeline
Ewing Morris & Co. Investment Partners …	1,656	$480K	0.22%	+49	13F-HR Timeline
Genesee Capital Advisors, LLC	1,655	$480K	0.22%	+7	13F-HR Timeline
Granite FO LLC	1,653	$479K	0.27%	-585	13F-HR Timeline
McGowan Group Asset Management, Inc.	1,649	$478K	0.06%	+2	13F-HR Timeline
Monument Group Wealth Advisors, LLC	1,644	$477K	0.3%	+144	13F-HR Timeline
Tanglewood Legacy Advisors, LLC	1,644	$477K	0.2%	0	13F-HR Timeline
Everest Private Wealth	1,639	$475K	0.34%	+175	13F-HR Timeline
Elite Life Management LLC	1,639	$475K	1.22%	+63	13F-HR Timeline
American Institute for Advanced Investm…	1,638	$475K	0.34%	0	13F-HR Timeline
Elm3 Financial Group, LLC	1,634	$474K	0.39%	-21	13F-HR Timeline
Kendall Capital Management	1,634	$474K	0.13%	+73	13F-HR Timeline
Haven Private, LLC	1,631	$473K	0.21%	new	13F-HR Timeline
Riggs Asset Managment Co. Inc.	1,629	$472K	0.12%	-29	13F-HR Timeline
Israel Discount Bank of New York	1,629	$472K	1.79%	-195	13F-HR Timeline
Solano Wealth Investment Advisors LLC	1,626	$471K	0.24%	+1	13F-HR Timeline