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Disclosery

JPM JPMORGAN CHASE & CO

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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
Level Financial Advisors2,172$711K0.16%-7513F-HRTimeline
MN Wealth Advisors, LLC2,171$711K0.3%-12,39313F-HRTimeline
Saranac Partners Ltd2,171$711K0.23%new13F-HRTimeline
Plan A Wealth LLC2,166$709K0.3%-33913F-HRTimeline
Thayer Partners, LLC / MA2,153$705K0.29%+15913F-HRTimeline
Councilor Wealth, LLC2,151$704K0.28%+13913F-HRTimeline
TABLEAUX LLC2,147$703K0.3%-713F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …2,143$701K0.05%-3213F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,135$699K0.13%-2,60913F-HR/ATimeline
ALONGSIDE, LLC2,135$699K0.13%13F-HRTimeline
Argos Wealth Advisors, LLC2,135$699K0.19%+33813F-HRTimeline
Encompass More Asset Management2,134$699K0.1%+4813F-HRTimeline
Boreal Capital Management LLC2,131$697K0.52%-25913F-HRTimeline
Selective Wealth Management, Inc.2,038$695K0.18%+25113F-HRTimeline
Flywheel Private Wealth LLC2,119$694K0.34%-1313F-HRTimeline
Hibernia Wealth Partners, LLC2,116$693K0.38%-1,98813F-HRTimeline
Putney Financial Group LLC2,114$692K0.62%-64213F-HRTimeline
Basepoint Wealth LLC2,113$692K0.4%-26013F-HRTimeline
NovaPoint Capital, LLC2,111$691K0.14%new13F-HRTimeline
Peterson Wealth Advisors, LLC2,110$691K0.08%+1813F-HRTimeline
FDx Advisors, Inc.2,096$686K0.21%-32913F-HRTimeline
Stonebridge Financial Planning Group, L…2,095$686K0.22%-5013F-HRTimeline
Kondo Wealth Advisors, Inc.2,090$685K0.23%+2813F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.2,089$684K0.21%+12313F-HRTimeline
Centennial Wealth Advisory LLC2,084$682K0.15%-2513F-HRTimeline
Greenfield Seitz Capital Management, LLC2,081$681K0.2%013F-HRTimeline
Bruce G. Allen Investments, LLC2,078$680K0.43%-12513F-HRTimeline
Foundation Wealth Management, LLC\PA2,077$680K0.21%+29713F-HRTimeline
Bauman Advisory Group, LLC2,075$679K0.36%+8113F-HRTimeline
COWA, LLC2,074$679K0.17%+1513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,062$675K0.02%013F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC2,060$674K0.11%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/2,059$674K0.69%+3013F-HRTimeline
HILL ISLAND FINANCIAL LLC2,059$674K0.14%-213F-HRTimeline
PFS Partners, LLC2,057$673K0.27%+1,05113F-HRTimeline
Verity Asset Management, Inc.2,056$673K0.25%+13813F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC2,053$672K0.24%+16113F-HRTimeline
Shira Ridge Wealth Management2,050$671K0.23%013F-HRTimeline
Rare Wolf Capital LLC2,048$670K0.43%013F-HRTimeline
Brightwater Advisory LLC2,042$668K0.42%-1613F-HRTimeline
WealthPoint Financial, LLC2,042$668K0.49%-17413F-HRTimeline
Sensible Money, LLC2,041$668K0.18%-19813F-HRTimeline
Rather & Kittrell, Inc.2,039$668K0.09%+19213F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…2,039$668K0.4%13F-HRTimelineGroup
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC2,037$667K0.52%-2213F-HRTimeline
Atwater Malick LLC2,036$666K0.15%+17513F-HRTimeline
Independence Wealth Advisors, LLC2,036$666K0.33%+18413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,034$666K0.07%+8613F-HRTimeline
Anderson Financial Strategies, LLC1,862$665K0.35%013F-HRTimeline
Smallwood Wealth Investment Management,…2,029$664K0.29%-1413F-HRTimeline
Lakewood Asset Management LLC2,026$663K0.36%013F-HRTimeline
CacheTech Inc.2,025$663K0.11%-54413F-HRTimeline
CURA WEALTH ADVISORS, LLC2,021$662K0.28%+1613F-HRTimeline
Sprinkle Financial Consultants LLC2,018$661K0.26%+9613F-HRTimeline
Comprehensive Financial Planning, Inc./…2,016$660K0.35%+3713F-HRTimeline
OLIO Financial Planning2,015$659K0.16%013F-HRTimeline
Widmann Financial Services, Inc.2,015$659K0.35%+313F-HRTimeline
Addison Advisors LLC2,014$659K0.31%-7,90113F-HRTimeline
Henderson Brothers Financial Partners, …2,013$659K0.31%-1,95513F-HRTimeline
Westshore Wealth, LLC2,011$658K0.2%+2713F-HRTimeline
Wick Capital Partners, LLC2,006$657K0.1%+91413F-HRTimeline
SIERRA OCEAN, LLC2,005$656K0.45%-1213F-HRTimeline
True Wealth Design, LLC2,004$656K0.16%-19813F-HRTimeline
All Terrain Financial Advisors, LLC2,003$656K0.14%+113F-HRTimeline
Walsh & Associates, LLC2,000$655K0.53%+11413F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT2,000$655K0.43%013F-HRTimeline
Birnam Oak Advisors, LP2,000$655K0.11%013F-HRTimeline
Thoma Capital Management LLC1,996$654K0.35%+15513F-HRTimeline
LINCOLN CAPITAL CORP1,992$652K0.21%+6613F-HRTimeline
FWG Investments, LLC.1,987$650K0.34%+53813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…1,982$649K0.18%+113F-HRTimeline
10Elms LLP1,976$647K0.27%+11213F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC1,970$645K0.03%013F-HRTimeline
Riggs Asset Managment Co. Inc.1,967$644K0.11%+29313F-HRTimeline
Kearns & Associates LLC1,967$644K0.3%013F-HRTimeline
Milestone Asset Management Group, LLC1,965$643K0.32%013F-HRTimeline
Junk Investment Group, LLC1,963$643K0.28%013F-HRTimeline
Stillwater Private Wealth, LLC1,754$640K0.42%+7013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,950$638K0.22%-2,46113F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC1,949$638K0.01%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC1,948$638K0.22%+30513F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,945$637K0.13%013F-HRTimeline
Stewardship Advisors, LLC1,944$636K0.13%-1713F-HRTimeline
MW ADVISORY, LLC1,942$636K0.25%13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…1,937$634K0.43%-913F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC1,935$633K0.16%013F-HRTimelineGroup
CDM FINANCIAL COUNSELING SERVICES, INC.1,934$633K0.55%013F-HRTimeline
R. W. Roge & Company, Inc.1,934$633K0.27%-24213F-HRTimeline
Intrinsic Value Partners, LLC1,932$632K0.43%-10013F-HRTimeline
AXA S.A.in group AXA S.A.2,204$631K0.69%-313F-HRTimelineGroup
Wiser Wealth Management, Inc1,923$629K0.12%+28813F-HRTimeline
Eurizon SLJ Capital Ltd1,922$629K0.23%013F-HRTimeline
CV Advisors LLC1,918$628K0.12%+1,20013F-HRTimeline
Cache Advisors, LLC1,916$627K0.05%+24113F-HRTimeline
Southern Financial Group, LLC1,907$624K0.16%+7713F-HRTimeline
REICON WEALTH ADVISORS, LLC1,907$624K0.39%+64413F-HRTimeline
CogentBlue Wealth Advisors, LLC1,906$624K0.36%+6313F-HRTimeline
Panoramic Capital Partners, LLC1,904$623K0.29%-56213F-HRTimeline
REAP Financial Group, LLC1,903$623K0.11%-7613F-HRTimeline
LECAP ASSET MANAGEMENT LTD1,902$623K0.27%-2,40013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,902$623K0.55%013F-HRTimeline
Horizon Investment Services, LLC1,901$622K0.17%+713F-HRTimeline
Joel Adams & Associates, Inc.1,899$622K0.4%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,895$620K0.2%-2013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,895$620K0.18%+3913F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,891$619K0.02%+32513F-HRTimeline
ALKEME WEALTH, LLC1,890$619K0.24%+113F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,889$618K0.3%-11513F-HRTimeline
HFR Wealth Management, LLC1,886$617K0.15%013F-HRTimeline
Thrive Capital Management, LLC1,885$617K0.12%-48713F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.1,884$617K0.2%+1,57413F-HRTimeline
Hegarty Advisors, LLC1,883$616K0.42%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,881$616K0.45%013F-HRTimeline
Three Bridge Wealth Advisors, LLC1,880$615K0.15%+1013F-HRTimeline
GOLDEN ROAD ADVISORS LLC1,880$615K0.3%+12813F-HRTimeline
GreatBanc Trust CO1,874$613K0.38%013F-HRTimeline
Sanchez Levi Garrett1,873$613K0.33%+9413F-HRTimeline
COOKE & BIELER LP1,872$613K0.01%013F-HRTimeline
Roth Financial Partners LLC1,868$611K0.18%013F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,867$611K0.12%+14713F-HRTimeline
Oxinas Partners, LLC1,866$611K0.24%+213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,866$611K0.14%-2113F-HRTimeline
Kelly Financial Services LLC1,864$610K0.13%-23813F-HRTimeline
Guilbault Capital LLC1,862$610K0.61%013F-HRTimeline
21 West Wealth Management LLC1,862$609K0.52%-613F-HRTimeline
Apeiron RIA LLC1,861$609K0.16%-14813F-HRTimeline
Wilson & Boucher Capital Management, LLC1,859$608K0.36%+713F-HRTimeline
DHJJ Financial Advisors, Ltd.1,852$606K0.17%-713F-HRTimeline
Gladwyn Financial Advisors, Inc.1,852$606K0.38%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,850$606K0.36%+22613F-HRTimeline
Box Hill Private Wealth LLC1,849$605K0.49%+2113F-HRTimeline
AXS Investments LLC1,847$605K0.17%-47113F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…1,846$604K0.47%+36513F-HRTimeline
Morling Financial Advisors, LLC1,844$604K0.17%+3013F-HRTimeline
American Financial Advisors, LLC1,844$604K0.07%+913F-HRTimeline
Gordian Advisors LLC1,842$603K0.35%+113F-HRTimeline
Schiavi & Co LLC1,841$603K0.16%-413F-HRTimeline
Geometric Wealth Advisors1,839$602K0.07%+43113F-HRTimeline
Reliant Investment Partners, LLC1,836$601K0.41%-1813F-HRTimeline
Duncan Williams Asset Management, LLC1,835$601K0.14%-1313F-HRTimeline
Kinloch Capital, LLC1,829$599K0.22%+16713F-HRTimeline
ERn Financial, LLC1,825$598K0.1%+26913F-HRTimeline
Foundation Wealth Management, LLC1,823$597K0.35%-7313F-HRTimeline
Tradewinds Capital Management, LLC1,821$596K0.11%-4413F-HRTimeline
Midwest Financial Partners Investments,…1,819$595K0.25%+1013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,819$595K0.39%+2613F-HRTimeline
Tower Wealth Partners, Inc.1,818$595K0.29%+4013F-HRTimeline
Asset Management Group, Inc.1,817$595K0.09%-4513F-HRTimeline
Elm3 Financial Group, LLC1,811$593K0.41%013F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…1,811$593K0.03%013F-HRTimeline
BANYAN CAPITAL MANAGEMENT, INC.1,810$592K0.26%-11013F-HRTimeline
Eaton-Cambridge Inc.1,810$592K0.17%+15313F-HRTimeline
Bestgate Wealth Advisors, LLC1,806$591K0.94%-15913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,805$591K0.06%+69413F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,697$591K0.07%+3413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,804$591K0.24%+12413F-HRTimeline
Jupiter Wealth Management LLC1,804$591K0.24%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,803$590K1.33%-7113F-HRTimeline
Wright Wealth LLC1,801$590K0.35%-213F-HRTimeline
TOEWS CORP /ADV1,799$589K0.09%new13F-HRTimeline
Noble Wealth Management PBC1,799$589K0.27%-4813F-HRTimeline
Sonoma Allocations LLC1,753$588K0.18%-21013F-HRTimeline
Warburton Capital Management, LLC1,795$587K0.24%+5913F-HRTimeline
RMG Wealth Management LLC1,605$586K0.06%+7013F-HRTimeline
25 LLC1,782$583K0.16%+15113F-HRTimeline
North Forty Two & Co.1,779$582K0.49%013F-HRTimeline
Sanchez Wealth Management Group1,775$581K0.1%+113F-HRTimeline
Tanglewood Legacy Advisors, LLC1,766$578K0.19%013F-HRTimeline
MMA ASSET MANAGEMENT LLC1,762$577K0.18%+213F-HRTimeline
Tribridge Partners Financial LLC1,618$576K0.23%-7313F-HRTimeline
Ledgewood Wealth Advisors, LLC1,760$576K0.31%013F-HRTimeline
Cushing Capital Partners, LLC1,757$575K0.4%+213F-HRTimeline
Garner Asset Management Corp1,756$575K0.19%+6313F-HRTimeline
GK Wealth Management LLC1,755$575K0.35%+59813F-HRTimeline
CGC Financial Services, LLC1,753$574K0.13%-4113F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,751$573K0.15%+8013F-HRTimeline
Quantessence Capital LLC1,746$572K1.68%new13F-HRTimeline
RAM Investment Partners, LLC1,743$570K0.09%+16413F-HRTimeline
ADG Wealth Management Group, LLC1,735$568K0.36%+613F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC1,735$568K0.31%-46313F-HRTimeline
Gallacher Capital Management LLC1,734$568K0.32%+82313F-HRTimeline
Sequent Asset Management, LLC1,733$567K0.24%+11313F-HRTimeline
SOMERVILLE KURT F1,731$567K0.14%013F-HRTimeline
Everest Private Wealth1,730$566K0.21%+6113F-HRTimeline
Flaharty Asset Management, LLC1,691$566K0.81%-1,97013F-HRTimeline
Yoder Wealth Management, Inc.1,727$565K0.22%+913F-HRTimeline
Clarus Wealth Advisors1,709$565K0.22%-12413F-HRTimeline
Sage Capital Advisors,llc1,725$565K0.12%-2313F-HRTimeline
Pathway Financial Advisors LLC1,687$564K0.07%+18313F-HRTimeline
Rockbridge Investment Management, LCC1,723$564K0.05%-17113F-HRTimeline
Momentous Wealth Management, Inc.1,722$564K0.29%+6513F-HRTimeline
Townsend & Associates, Inc1,661$563K0.05%013F-HRTimeline
Battery Global Advisors, LLC1,719$563K0.28%+113F-HRTimeline
Innova Wealth Partners1,717$562K0.23%-6113F-HRTimeline
Defender Capital, LLC.1,716$562K0.18%013F-HRTimeline
Wallace Advisory Group, LLC1,716$562K0.53%-2913F-HRTimeline
Scarborough Advisors, LLC1,749$562K0.06%-9,37813F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,715$561K0.2%013F-HRTimeline
BDFS Capital LLC1,713$561K0.24%new13F-HRTimeline
KWMG, LLC1,713$561K0.04%-1113F-HRTimeline