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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
Coign Capital Advisors LLC2,653$855K0.45%+5313F-HRTimeline
Heritage Financial Services, LLC2,646$853K0.07%-18513F-HRTimeline
Financial Security Advisor, Inc.2,644$852K0.16%-4613F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,642$851K0.2%+6913F-HRTimeline
Accelerate Investment Advisors LLC2,639$850K0.57%-2813F-HRTimeline
Elite Life Management LLC2,634$849K1.38%+94713F-HRTimeline
Palatine Hill Wealth Management, LLC2,628$847K0.68%13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.2,627$847K0.12%-15013F-HRTimeline
Global Strategic Investment Solutions, …2,627$846K0.08%+113F-HRTimeline
Richwood Investment Advisors, LLC2,616$843K0.61%+23013F-HRTimeline
Wealthstar Advisors, LLC2,617$843K0.46%+713F-HRTimeline
New Insight Wealth Advisors2,615$843K0.3%-2213F-HRTimeline
Ninepoint Partners LP2,613$842K0.1%-51313F-HRTimeline
Swisher Financial Concepts, Inc.2,604$839K0.48%-3013F-HRTimeline
Boreal Capital Management LLC2,602$838K0.63%+5813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,597$836K0.23%-12813F-HRTimeline
Greenline Wealth Management LLC2,594$836K0.87%13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,591$835K0.26%+43613F-HRTimeline
Thoma Capital Management LLC2,588$834K0.48%-22013F-HRTimeline
Prospect Financial Group LLC2,587$834K0.78%+213F-HRTimeline
DDD Partners, LLC2,586$833K0.05%+8713F-HRTimeline
Lansing Street Advisors2,583$832K0.21%+713F-HRTimeline
SMART Wealth LLC2,583$832K0.25%-19613F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,582$832K0.52%+5613F-HRTimeline
MKT Advisors LLC2,490$832K0.28%-39813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,613$832K0.32%+1613F-HRTimeline
Plan A Wealth LLC2,577$830K0.41%-73413F-HRTimeline
Strategic Advocates LLC2,565$830K0.21%-21713F-HRTimeline
Carter Financial Group, INC.2,571$828K0.49%-19013F-HRTimeline
Richmond Investment Services, LLC2,571$828K0.14%-10313F-HRTimeline
Catalyst Investment Management LLC2,569$828K0.78%13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,566$827K0.47%+613F-HRTimeline
Murphy Pohlad Asset Management LLC2,565$826K0.32%-23513F-HRTimeline
ESL Trust Services, LLC2,563$826K0.16%-2813F-HRTimeline
Presidio Capital Management, LLC2,562$826K0.25%+7913F-HRTimeline
1015 Capital Partners, LLC2,559$825K0.81%13F-HRTimeline
Vision Retirement, LLC2,559$825K0.22%13F-HRTimeline
Nolet Wealth Management, LLC2,558$824K0.46%13F-HR/ATimeline
Randall & Associates Wealth Management2,556$824K0.57%+71313F-HRTimeline
All Terrain Financial Advisors, LLC2,554$823K0.25%-2,47613F-HRTimeline
Thrive Capital Management, LLC2,549$821K0.18%+3813F-HRTimeline
Tactive Advisors, LLC2,542$819K0.24%-8013F-HRTimeline
Keener Financial Planning LLC2,544$819K0.35%+96213F-HRTimeline
Wise Wealth Partners2,541$819K1.18%+12613F-HRTimeline
Lynch Investment Planning, LLC2,541$819K0.78%13F-HRTimeline
Wagner Wealth Management, Corp2,539$818K0.81%13F-HRTimeline
Investment Insight Wealth Management, L…2,538$818K0.8%13F-HRTimeline
Ariston Services Group2,536$817K0.48%013F-HRTimeline
CURA WEALTH ADVISORS, LLC2,531$816K0.31%+66113F-HRTimeline
Payne Capital Management, LLC2,531$815K0.26%-42213F-HRTimeline
Sloy Dahl & Holst, LLC2,529$815K0.1%013F-HRTimeline
America First Investment Advisors, LLC2,529$815K0.15%013F-HRTimeline
Dupree Financial Group, LLC2,529$815K0.3%-14713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,525$814K0.06%-2013F-HRTimeline
Nicholson Wealth Management Group, LLC2,522$813K0.48%013F-HRTimeline
Sachetta, LLC2,518$811K0.44%-1,78013F-HRTimeline
Collaborative Wealth Managment Inc.2,515$810K0.29%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC2,513$810K0.29%-5613F-HRTimeline
Catalina Capital Group, LLC2,505$807K0.49%+1213F-HRTimeline
Kellett Wealth Advisors, LLC2,503$807K0.46%+27913F-HRTimeline
Reyes Financial Architecture, Inc.2,502$806K0.49%-42213F-HRTimeline
Bramshill Investments, LLC2,500$806K0.05%+1,00013F-HRTimeline
Reliant Investment Partners, LLC2,500$806K0.63%-413F-HRTimeline
Financial Insights, Inc.2,499$805K0.27%-60913F-HRTimeline
MADDEN SECURITIES Corp2,499$805K0.25%+4613F-HRTimeline
Tarbox Family Office, Inc.2,495$804K0.13%-11913F-HRTimeline
Arnhold LLC2,492$803K0.06%013F-HRTimeline
Riverstone Advisors, LLC2,490$802K0.38%+43713F-HRTimeline
Western Financial Corp/CA2,489$802K0.32%-9313F-HRTimeline
Bernardo Wealth Planning LLC2,487$801K0.15%+4513F-HRTimeline
WealthPoint Financial, LLC2,484$800K0.7%13F-HRTimeline
Castleview Partners, LLC2,484$800K0.4%+56513F-HRTimeline
TCP Asset Management, LLC2,483$800K0.13%-413F-HRTimeline
AXS Investments LLC2,475$797K0.27%-22613F-HR/ATimeline
GUIDANCE CAPITAL, INC2,609$792K0.19%+42113F-HRTimeline
Ehrenkranz Partners L.P.2,457$792K0.9%+1,35713F-HRTimeline
Eagle Wealth Advisors LLC2,455$791K0.67%13F-HRTimeline
Sierra Capital LLC2,451$790K0.08%-50013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,450$789K0.23%+24613F-HRTimeline
Walker Asset Management, LLC2,448$789K0.42%-2413F-HRTimeline
Prospera Capital Management, LLC2,442$787K0.4%+1013F-HRTimeline
Corundum Trust Company, INC2,442$787K1.79%-4513F-HRTimeline
Patrick Mauro Investment Advisor, INC.2,439$786K0.41%+13413F-HRTimeline
Troutman Wealth Management, LLC2,438$786K0.65%13F-HRTimeline
Cambridge Financial Group, LLC2,812$785K0.27%+1,18813F-HRTimeline
Clay Northam Wealth Management, LLC2,437$785K0.44%013F-HRTimeline
Coordinated Financial Services, Inc.2,435$785K0.45%-7613F-HRTimeline
Panoramic Capital Partners, LLC2,424$781K0.48%+2413F-HRTimeline
Rockbridge Asset Management LLC2,424$781K0.47%013F-HRTimeline
Plum Street Advisors, LLC2,422$780K0.28%-1613F-HRTimeline
Sequent Asset Management, LLC2,419$780K0.35%+113F-HRTimeline
Wallace Capital Management Inc.2,420$780K0.09%+11013F-HRTimeline
Jacobs Equity LLC2,419$779K0.75%13F-HRTimeline
Atlas Private Wealth Advisors2,418$779K0.18%-1213F-HRTimeline
Basepoint Wealth LLC2,415$778K0.47%-1113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,415$778K0.33%-13113F-HRTimeline
StoryOne LLC0$778K0.47%13F-HRTimelineAmount filed as zero, left out of ratios.
Putney Financial Group LLC2,412$777K0.73%+74513F-HRTimeline
Centennial Wealth Advisory LLC2,410$777K0.21%+413F-HRTimeline
Sageworth Trust Co2,402$774K0.03%-14,65513F-HRTimeline
Tuttle Capital Management, LLC2,391$770K1.7%-20313F-HRTimeline
Banque de Luxembourg S.A.2,384$768K0.33%+1,04913F-HRTimeline
IMZ Advisory Inc2,384$768K0.28%+4113F-HRTimeline
Beirne Wealth Consulting Services, LLC2,382$768K0.22%-2,67413F-HRTimeline
PENN DAVIS MCFARLAND INC2,380$767K0.07%-20013F-HRTimeline
Legend Capital Advisors LLC2,374$765K0.43%13F-HRTimeline
Elevation Wealth Management LLC2,373$765K0.73%13F-HRTimeline
GODSEY & GIBB, INC2,372$764K0.07%+5113F-HRTimeline
JACOBS & CO/CA2,374$764K0.07%-5013F-HRTimeline
Physician Wealth Advisors, Inc.2,369$763K0.11%+7313F-HRTimeline
Knuff & Co LLC2,369$763K0.22%013F-HRTimeline
Piedmont Capital Management, LLC/NC2,368$763K0.5%13F-HRTimeline
Friday Financial2,367$763K0.27%+30613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,367$763K0.22%-11113F-HRTimeline
SLT Holdings LLC2,367$763K0.51%+49013F-HRTimeline
REAP Financial Group, LLC2,366$762K0.15%+47013F-HRTimeline
Core Wealth Advisors, Inc.2,360$760K0.2%-413F-HRTimeline
Piedmont Capital Management, LLC2,357$759K0.39%+2913F-HRTimeline
Forum Private Client Group LLC2,357$759K0.26%-13313F-HRTimeline
Kaizen Financial Strategies2,356$759K0.34%+513F-HRTimeline
Bluespring Wealth Management, LLC2,352$758K0.07%-17613F-HRTimeline
Drum Hill Capital, LLC2,351$758K0.79%+12713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,349$757K0.46%-1513F-HRTimelineGroup
Braun-Bostich & Associates Inc.2,346$756K0.47%-28113F-HRTimeline
SFG Wealth Management, LLC.2,340$754K0.3%+2713F-HRTimeline
Tandem Wealth Advisors LLC2,338$753K0.34%+39913F-HRTimeline
Intergy Private Wealth, LLC2,334$752K0.23%013F-HRTimeline
Corps Capital Advisors, LLC2,330$751K0.78%+1,52913F-HRTimeline
Tamar Securities, LLC2,328$750K0.08%-3513F-HRTimeline
Connecticut Capital Management Group, L…2,327$750K0.72%13F-HRTimeline
KEATING INVESTMENT COUNSELORS INC2,325$749K0.21%-1013F-HRTimeline
Betterment LLC2,322$748K<0.01%+31513F-HRTimeline
True Link Financial Advisors, LLC2,318$747K0.05%+87813F-HRTimeline
Legacy Wealth Advisors, LLC2,317$747K0.49%13F-HRTimeline
SOMERVILLE KURT F2,313$745K0.13%-8213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC2,305$745K0.21%+85613F-HRTimeline
Values Added Financial LLC2,309$744K0.31%-113F-HRTimeline
Wisconsin Wealth Advisors, LLC2,306$743K0.73%+3013F-HRTimeline
Opus Capital Group, LLC2,305$743K0.08%-48613F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,303$742K0.32%+10313F-HRTimeline
American Investment Services, Inc.2,302$742K0.17%-53513F-HRTimeline
Squire Investment Management Company, L…2,300$741K0.22%-16513F-HRTimeline
KERR FINANCIAL PLANNING Corp2,396$741K1%+313F-HR/ATimeline
Silver Coast Investments LLC2,298$740K0.26%-6313F-HRTimeline
Brand Asset Management Group, Inc.2,296$740K0.21%+10313F-HRTimeline
S&T Bank/PA2,294$739K0.23%+7913F-HRTimeline
Integris Wealth Management, LLC2,293$739K0.17%-50613F-HRTimeline
4WEALTH ADVISORS, INC.2,293$739K0.64%+1913F-HRTimeline
Caerus Investment Advisors, LLC2,289$737K0.25%-32313F-HRTimeline
Foresight Global Investors, Inc.2,278$734K0.35%013F-HR/ATimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,278$734K0.5%-72013F-HRTimeline
Bruce G. Allen Investments, LLC2,276$733K0.5%-15113F-HRTimeline
Moody Aldrich Partners LLC2,273$733K0.14%-1013F-HRTimeline
COWA, LLC2,272$732K0.22%-25613F-HRTimeline
NDVR, Inc.2,272$732K0.61%-3013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,270$732K0.5%+413F-HRTimeline
RHL GROUP, LLC2,262$729K0.59%13F-HRTimeline
CMG Global Holdings, LLC2,295$728K0.32%-213F-HRTimeline
Worthington Financial Partners, LLC2,258$728K0.64%13F-HRTimeline
Parkside Investments, LLC2,257$727K0.09%+913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,256$727K0.1%-7513F-HRTimeline
Clarion Wealth Managment Partners, LLC2,255$727K0.67%+20813F-HRTimeline
Decker Wealth Management LLC2,254$726K0.16%13F-HRTimeline
Safe Harbor Fiduciary, LLC2,253$726K0.64%13F-HRTimeline
Iron Gate Global Advisors LLC2,252$726K0.07%-10213F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,250$725K0.31%-1,59913F-HRTimeline
Sensible Money, LLC2,248$724K0.23%+913F-HRTimeline
M1 Capital Management LLC2,248$724K0.3%+213F-HRTimeline
WAYCROSS PARTNERS, LLC2,247$724K0.06%013F-HRTimeline
Stonebridge Financial Planning Group, L…2,245$723K0.26%-7813F-HRTimeline
Arbor Investment Advisors, LLC2,242$722K0.1%013F-HRTimeline
Altshuler Shaham Ltd2,240$722K0.01%-76013F-HRTimeline
Beaird Harris Wealth Management, LLC2,238$721K0.05%-3013F-HRTimeline
Bauman Advisory Group, LLC2,237$721K0.58%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC2,229$718K0.07%013F-HRTimeline
USA FINANCIAL FORMULAS2,226$717K0.13%-1,63113F-HRTimeline
AXA S.A.in group AXA S.A.2,224$717K0.34%-70813F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC2,221$716K0.03%-2,08313F-HRTimelineGroup
Efficient Advisors, LLC2,214$713K0.04%013F-HR/ATimeline
McNamara Financial Services, Inc.2,214$713K0.14%+3313F-HRTimeline
Waterford Advisors, LLC2,213$713K0.28%013F-HRTimeline
Clearwave Capital, LLC2,208$712K0.53%13F-HRTimeline
Clean Yield Group2,208$711K0.2%+14813F-HRTimeline
Pitti Group Wealth Management, LLC2,208$711K0.58%+613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,207$711K0.33%+113F-HRTimeline
Independent Family Office, LLC2,200$709K0.3%013F-HRTimeline
HILL ISLAND FINANCIAL LLC2,200$709K0.17%+1613F-HRTimeline
Pachira Investments Inc.2,199$709K0.34%+96613F-HRTimeline
Emergent Wealth Advisors, LLC2,192$706K0.4%+49613F-HRTimeline
R. W. Roge & Company, Inc.2,191$706K0.35%+10313F-HRTimeline
Riverwater Partners LLC2,190$706K0.27%+1213F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,186$704K0.47%-61513F-HRTimeline
Vilga Financial Planning LLC2,181$703K0.67%13F-HRTimeline
Darwin Wealth Management, LLC2,180$703K0.22%-913F-HRTimeline
Axis Wealth Partners, LLC2,176$701K0.39%-3313F-HRTimeline
Intrinsic Value Partners, LLC2,175$701K0.53%013F-HRTimeline
Bell Investment Advisors, Inc2,174$701K0.11%+18713F-HRTimeline
ASL Financial, LLC2,174$701K0.55%13F-HRTimeline
Acorns Advisers, LLC2,168$699K0.01%+29413F-HRTimeline
Broadway Wealth Solutions, Inc.2,166$698K0.37%-1813F-HRTimeline