JPM JPMORGAN CHASE & CO

COM (common), issuer CIK 19617

4,695 managers (4,764 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,722,398 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers: 4,695
13F filers: 4,764
New: 126
Added: 1,948
Reduced: 2,122
Sold out: 99
Shares held by filers: 1,960,722,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Wealth Advisors Northwest LLC	2,057	$649K	0.31%	+5	13F-HR Timeline
Riverstone Advisors, LLC	2,053	$648K	0.32%	+72	13F-HR Timeline
Bestgate Wealth Advisors, LLC	2,051	$647K	1.14%	0	13F-HR Timeline
Clarion Wealth Managment Partners, LLC	2,047	$646K	0.64%	+35	13F-HR Timeline
Capitol Family Office, Inc.	2,046	$645K	0.78%	+13	13F-HR Timeline
Intelligence Driven Advisers, LLC	2,046	$645K	0.09%	+4	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	2,045	$645K	0.14%	0	13F-HR Timeline
Redwood Wealth Management Group, LLC	2,043	$644K	0.27%	+1	13F-HR Timeline
Three Bridge Wealth Advisors, LLC	2,040	$643K	0.17%	-944	13F-HR Timeline
GreatBanc Trust CO	2,034	$642K	0.44%		13F-HR Timeline
C M BIDWELL & ASSOCIATES LTD	2,029	$640K	0.31%	-90	13F-HR Timeline
Kinloch Capital, LLC	2,028	$640K	0.28%	-5	13F-HR Timeline
Foundation Wealth Management, LLC	2,028	$639K	0.41%	+26	13F-HR Timeline
HORIZON KINETICS ASSET MANAGEMENT LLC	2,025	$639K	0.01%	-380	13F-HR Timeline
Karani Asset Management LLC	2,016	$636K	0.54%	0	13F-HR Timeline
KEELER & NADLER FINANCIAL PLANNING & WE…	2,015	$636K	0.23%	+23	13F-HR Timeline
Peterson Wealth Advisors, LLC	2,063	$635K	0.09%	+33	13F-HR Timeline
Widmann Financial Services, Inc.	2,012	$634K	0.4%	+113	13F-HR Timeline
Krane Funds Advisors LLC	2,140	$634K	0.02%	+336	13F-HR Timeline
Lokken Investment Group LLC	2,008	$633K	0.22%	+160	13F-HR Timeline
Betterment LLC	2,007	$633K	<0.01%	+37	13F-HR Timeline
WESPAC Advisors, LLC	2,006	$633K	0.37%	-354	13F-HR Timeline
Compass Financial Group, INC/SD	2,004	$632K	0.1%	+4	13F-HR Timeline
BROOKTREE CAPITAL MANAGEMENT	2,000	$631K	0.4%	0	13F-HR Timeline
Gruss & Co., LLC	2,000	$631K	1.64%	+1,000	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	1,996	$630K	0.15%	+219	13F-HR Timeline
SIERRA OCEAN, LLC	1,995	$629K	0.53%	-212	13F-HR Timeline
Smallwood Wealth Investment Management,…	1,994	$629K	0.32%	+5	13F-HR Timeline
111 Capital	1,994	$629K	0.12%	new	13F-HR Timeline
LINCOLN CAPITAL CORP	1,991	$628K	0.23%	+243	13F-HR Timeline
Bell Investment Advisors, Inc	1,987	$627K	0.1%	+8	13F-HR Timeline
Sterling Financial Planning, Inc.	1,986	$626K	0.2%	-32	13F-HR Timeline
Integrated Quantitative Investments LLC	1,984	$626K	0.18%	-938	13F-HR Timeline
AWM CAPITAL, LLC	1,975	$623K	0.06%	+62	13F-HR Timeline
Front Street Capital Management, Inc.	1,974	$623K	0.1%	+1,000	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	1,974	$623K	1.75%	0	13F-HR Timeline
RICE HALL JAMES & ASSOCIATES, LLC	1,970	$621K	0.03%	0	13F-HR Timeline
WEALTHSPAN PARTNERS, LLC	1,968	$621K	0.24%	0	13F-HR Timeline
Kearns & Associates LLC	1,967	$620K	0.33%	+7	13F-HR Timeline
Horizon Family Wealth, Inc.	1,965	$620K	0.36%	+10	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	1,964	$620K	0.21%	-63	13F-HR Timeline
Johnson Financial Group, LLC	1,957	$617K	0.06%	0	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	1,957	$617K	0.05%	0	13F-HR Timeline
Index Fund Advisors, Inc.	1,953	$616K	0.03%	+538	13F-HR Timeline
MN Wealth Advisors, LLC	1,952	$616K	0.33%	+72	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	2,914	$614K	0.09%	-1,623	13F-HR Timeline
Selective Wealth Management, Inc.	1,994	$614K	0.2%	-274	13F-HR Timeline
Provenance Wealth Advisors, LLC	1,944	$613K	0.08%	0	13F-HR Timeline
Tandem Wealth Advisors LLC	1,939	$612K	0.29%	-310	13F-HR Timeline
denkapparat Operations GmbH	1,936	$611K	0.39%	-1,130	13F-HR Timeline
LEGACY FINANCIAL GROUP, INC.	1,935	$610K	0.17%	-32	13F-HR Timeline
Rather & Kittrell, Inc.	1,929	$608K	0.11%	+455	13F-HR Timeline
BANYAN CAPITAL MANAGEMENT, INC.	1,920	$606K	0.28%	new	13F-HR Timeline
Castleview Partners, LLC	1,919	$605K	0.33%	-239	13F-HR Timeline
BANTAMAC CAPITAL, LLC	1,900	$599K	0.45%	0	13F-HR Timeline
Joel Adams & Associates, Inc.	1,899	$599K	0.48%	0	13F-HR Timeline
CVFG LLC	1,897	$598K	0.43%	+101	13F-HR Timeline
Parkwoods Wealth Partners, LLC	1,897	$598K	0.2%	+44	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	1,897	$598K	0.41%	+51	13F-HR Timeline
REAP Financial Group, LLC	1,896	$598K	0.13%	+110	13F-HR Timeline
Noble Wealth Management PBC	1,893	$597K	0.32%		13F-HR Timeline
Tradewinds Capital Management, LLC	1,892	$597K	0.13%	+868	13F-HR Timeline
GARLAND CAPITAL MANAGEMENT INC	1,890	$596K	8.2%	-6,180	13F-HR Timeline
Stewardship Advisors, LLC	1,890	$596K	0.14%	+2	13F-HR Timeline
HFR Wealth Management, LLC	1,890	$596K	0.14%	0	13F-HR Timeline
Duncan Williams Asset Management, LLC	1,888	$596K	0.17%	-9	13F-HR Timeline
ALKEME WEALTH, LLC	1,887	$595K	0.26%	-25	13F-HR Timeline
Laidlaw Wealth Management LLC	1,887	$595K	1.42%	-86	13F-HR Timeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …	1,882	$594K	0.33%	+64	13F-HR Timeline
BROADWATER CAPITAL MANAGEMENT LLC	1,881	$593K	0.43%	-543,440	13F-HR/A Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	1,879	$593K	0.11%	+680	13F-HR Timeline Group
Columbus Macro, LLC	1,878	$592K	0.07%	-142	13F-HR Timeline
Prepared Retirement Institute LLC	1,878	$592K	0.31%	+57	13F-HR Timeline
Roth Financial Partners LLC	1,877	$592K	0.2%	0	13F-HR Timeline
SLT Holdings LLC	1,877	$592K	0.39%	0	13F-HR Timeline
Binnacle Investments Inc	1,877	$592K	0.35%	+78	13F-HR Timeline
Davies Financial Advisors, Inc.	1,877	$592K	0.48%	-803	13F-HR Timeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…	1,874	$591K	0.8%	+350	13F-HR Timeline
Acorns Advisers, LLC	1,874	$591K	<0.01%	+282	13F-HR Timeline
Gratus Wealth Advisors, LLC	1,872	$591K	0.08%	-135	13F-HR Timeline
CURA WEALTH ADVISORS, LLC	1,870	$590K	0.23%	+290	13F-HR Timeline
21 West Wealth Management LLC	1,868	$589K	0.56%	-9	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1,867	$589K	0.17%	+29	13F-HR Timeline
Atwater Malick LLC	1,861	$587K	0.17%	0	13F-HR Timeline
Oxinas Partners, LLC	1,860	$587K	0.31%	-21	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	1,859	$587K	0.2%	-1	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	1,857	$586K	0.4%	+5	13F-HR Timeline
Wilson & Boucher Capital Management, LLC	1,851	$584K	0.38%	-200	13F-HR Timeline
Riggs Asset Managment Co. Inc.	1,851	$584K	0.13%	+222	13F-HR Timeline
J HAGAN CAPITAL, INC.	1,851	$584K	0.35%	+441	13F-HR Timeline
W.H. Cornerstone Investments Inc.	1,850	$584K	0.36%	+5	13F-HR Timeline
Silver Oak Advisory Group, Inc.	1,849	$583K	0.26%	-242	13F-HR Timeline
Cushing Capital Partners, LLC	1,846	$582K	0.46%	-247	13F-HR Timeline
Gladwyn Financial Advisors, Inc.	1,844	$582K	0.42%	+2	13F-HR Timeline
Echo45 Advisors LLC	1,843	$581K	0.34%	-25	13F-HR Timeline
Randall & Associates Wealth Management	1,843	$581K	0.42%	+39	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	1,839	$580K	0.21%	-6	13F-HR Timeline
Aquatic Capital Management LLC	1,833	$578K	0.01%	new	13F-HR Timeline
Schiavi & Co LLC	1,829	$577K	0.19%	-4	13F-HR Timeline
Sharp Wealth Advisory, LLC	1,826	$576K	0.31%	+124	13F-HR Timeline
Amica Retiree Medical Trust	1,822	$575K	0.79%	0	13F-HR Timeline
Family Investment Center, Inc.	1,818	$574K	0.12%	-292	13F-HR Timeline
American Financial Advisors, LLC	1,818	$573K	0.07%	+26	13F-HR Timeline
Morling Financial Advisors, LLC	1,814	$572K	0.19%	-128	13F-HR Timeline
BROGAN FINANCIAL, INC.	1,813	$572K	0.24%	+20	13F-HR Timeline
Helium Advisors LLC	1,813	$572K	0.48%	-2,373	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	1,810	$571K	0.14%	+92	13F-HR Timeline
Blackston Financial Advisory Group, LLC	1,809	$571K	0.34%	+49	13F-HR/A Timeline
Leeward Financial Partners, LLC	1,809	$571K	0.16%	-10	13F-HR Timeline
WT Wealth Management	1,804	$569K	0.16%	-105	13F-HR Timeline
Jupiter Wealth Management LLC	1,804	$569K	0.27%	0	13F-HR Timeline
Presper Financial Architects, LLC	1,800	$568K	0.33%	-221	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	1,790	$565K	0.06%	+3	13F-HR Timeline
Sharkey, Howes & Javer	1,785	$563K	0.07%	+34	13F-HR Timeline
FSA Wealth Management LLC	1,781	$562K	0.21%	-400	13F-HR Timeline
My Personal CFO, LLC	1,778	$561K	0.22%	-1,132	13F-HR Timeline
Foundation Wealth Management, LLC\PA	1,778	$561K	0.22%	-92	13F-HR Timeline
Lanham O'Dell & Company, Inc.	1,777	$560K	0.18%	+5	13F-HR Timeline
Custos Family Office, LLC	1,776	$560K	0.32%	+168	13F-HR Timeline
Walker Financial Services, Inc.	1,774	$560K	0.22%	+1	13F-HR Timeline
Tower Wealth Partners, Inc.	1,773	$559K	0.31%	-236	13F-HR Timeline
Private Wealth Management Group, LLC	1,764	$556K	0.15%	0	13F-HR Timeline
Ledgewood Wealth Advisors, LLC	1,760	$555K	0.33%	0	13F-HR Timeline
Heritage Wealth Management, Inc. /CA/	1,759	$555K	0.38%	+27	13F-HR Timeline
Carmel Capital Partners, LLC	1,759	$555K	0.23%	-2,451	13F-HR Timeline
HTG Investment Advisors, Inc.	1,758	$555K	0.19%	-1,372	13F-HR Timeline
POTENTIA WEALTH	1,758	$555K	0.21%	0	13F-HR Timeline
REBALANCE, LLC	1,756	$554K	0.03%	-119	13F-HR Timeline
Global Wealth Strategies & Associates	1,755	$553K	0.14%	+478	13F-HR Timeline
Everstar Asset Management, LLC	1,753	$553K	0.31%	-165	13F-HR Timeline
Financial Advisors Network, Inc.	1,752	$552K	0.08%	-79	13F-HR Timeline
Jackson Creek Investment Advisors LLC	1,749	$552K	0.16%	-503	13F-HR Timeline
Sanchez Wealth Management Group	1,748	$551K	0.12%	+1	13F-HR Timeline
Asset Management Group, Inc.	1,745	$551K	0.09%	+7	13F-HR Timeline
Wealth Preservation Advisors, LLC	1,745	$550K	0.32%	-4	13F-HR Timeline
North Ridge Wealth Advisors, Inc.	1,736	$548K	0.31%	0	13F-HR Timeline
Innova Wealth Partners	1,733	$547K	0.3%	+47	13F-HR Timeline
POWER WEALTH MANAGEMENT LLC	1,732	$546K	0.2%	0	13F-HR Timeline
Elm3 Financial Group, LLC	1,730	$546K	0.45%	+96	13F-HR Timeline
Gordian Advisors LLC	1,727	$545K	0.37%	0	13F-HR Timeline
Hutchens & Kramer Investment Management…	1,727	$545K	0.21%	-86	13F-HR Timeline
Horizon Investment Services, LLC	1,723	$544K	0.21%	+297	13F-HR Timeline
KWMG, LLC	1,720	$543K	0.05%	+26	13F-HR Timeline
Delta Wealth Advisors LLC	1,719	$542K	0.42%	0	13F-HR Timeline
Battery Global Advisors, LLC	1,717	$542K	0.25%	+1	13F-HR Timeline
Axim Planning & Wealth	1,717	$542K	0.43%	-92	13F-HR Timeline
RIA Advisory Group LLC	1,717	$541K	0.14%	-124	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	1,716	$541K	0.15%	+105	13F-HR Timeline
Noble Family Wealth, LLC	1,715	$541K	0.12%	+765	13F-HR Timeline
Hobbs Wealth Management, LLC	1,709	$539K	0.45%	+195	13F-HR Timeline
Sage Capital Advisors,llc	1,707	$538K	0.13%	-468	13F-HR Timeline
Wiser Wealth Management, Inc	1,705	$538K	0.12%	+194	13F-HR Timeline
New Perspectives, Inc	1,703	$537K	0.24%	0	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	1,697	$535K	0.19%	+6	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	1,696	$535K	0.18%	+4	13F-HR Timeline
Emergent Wealth Advisors, LLC	1,696	$535K	0.31%	+6	13F-HR Timeline
White Lighthouse Investment Management …	1,696	$535K	0.08%	-215	13F-HR Timeline
Allie Family Office LLC	1,691	$533K	0.25%	0	13F-HR Timeline
Fortress Financial Solutions, LLC	1,689	$533K	0.58%	+910	13F-HR Timeline
Everest Private Wealth	1,688	$532K	0.34%	+49	13F-HR Timeline
Virtue Capital Management, LLC	695	$530K	0.08%	-8,304	13F-HR/A Timeline
Fearless Solutions, LLC dba Best Invest	1,680	$530K	0.34%	+10	13F-HR Timeline
Garner Asset Management Corp	1,679	$530K	0.21%	+2	13F-HR Timeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	1,676	$529K	0.22%	+294	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	1,675	$528K	0.46%	-69	13F-HR Timeline
Avid Wealth Partners LLC	1,674	$528K	0.26%	+99	13F-HR Timeline
IronBridge Private Wealth, LLC	1,674	$528K	0.17%	+7	13F-HR Timeline
James Reed Financial Services, Inc.	1,672	$527K	0.47%	+321	13F-HR Timeline
Putney Financial Group LLC	1,667	$526K	0.52%	+62	13F-HR Timeline
Lipe & Dalton	1,665	$525K	0.26%	0	13F-HR Timeline
Nova R Wealth, Inc.	1,662	$524K	0.22%	+201	13F-HR Timeline
Integrated Capital Management, LLC	1,724	$524K	0.23%	-18	13F-HR Timeline
Genesee Capital Advisors, LLC	1,661	$524K	0.23%	+6	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	1,656	$522K	0.16%	-280	13F-HR Timeline
Granite FO LLC	1,653	$521K	0.28%	0	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	1,652	$521K	0.14%	-88	13F-HR Timeline
BlueStem Wealth Partners, LLC	1,651	$521K	0.06%	+108	13F-HR Timeline
Hibernia Wealth Partners, LLC	1,668	$521K	0.33%	-2,029	13F-HR Timeline
Tanglewood Legacy Advisors, LLC	1,644	$519K	0.2%	0	13F-HR Timeline
KANE INVESTMENT MANAGEMENT, INC.	1,644	$519K	0.25%	new	13F-HR Timeline
MUIRFIELD WEALTH ADVISORS LLC	1,643	$518K	0.38%	+57	13F-HR Timeline
Independent Wealth Network Inc.	1,639	$517K	0.17%	+13	13F-HR Timeline
American Institute for Advanced Investm…	1,638	$517K	0.34%	0	13F-HR Timeline
Kuhn & Co Investment Counsel	1,637	$516K	0.41%	-1,159	13F-HR Timeline
Quartz Partners, LLC	1,636	$516K	0.19%	+323	13F-HR Timeline
Elite Life Management LLC	1,687	$516K	1.05%	+48	13F-HR Timeline
EWG Elevate Inc.	1,630	$514K	0.16%	+74	13F-HR Timeline
Smith & Howard Wealth Management, LLC	1,628	$513K	0.12%	-370	13F-HR Timeline
Solano Wealth Investment Advisors LLC	1,625	$513K	0.25%	-1	13F-HR Timeline
Cambridge Financial Group, LLC	1,624	$512K	0.16%	+140	13F-HR Timeline
Kagan Cocozza Asset Management	1,623	$512K	0.39%	-226	13F-HR Timeline
Ewing Morris & Co. Investment Partners …	1,619	$511K	0.22%	-37	13F-HR Timeline
OAK RIDGE INVESTMENTS LLC	1,618	$510K	0.03%	+253	13F-HR Timeline
Hobart Private Capital, LLC	1,617	$510K	0.11%	+144	13F-HR Timeline
Petix & Botte Co	1,616	$510K	0.12%	0	13F-HR Timeline
GK Wealth Management LLC	1,611	$508K	0.38%	+112	13F-HR Timeline
Denver PWM, LLC	1,747	$507K	0.16%	0	13F-HR Timeline
COLRAIN CAPITAL LLC	1,600	$505K	0.29%	+100	13F-HR Timeline
CWC Advisors, LLC.	1,599	$504K	0.25%	0	13F-HR Timeline
Israel Discount Bank of New York	1,599	$504K	1.49%	-30	13F-HR Timeline