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
Independent Wealth Network Inc.	1,626	$471K	0.17%	+61	13F-HR Timeline
Valpey Financial Services, LLC	1,621	$470K	0.32%		13F-HR Timeline
Banque de Luxembourg S.A.	1,915	$470K	0.27%	0	13F-HR Timeline
Petix & Botte Co	1,616	$468K	0.11%	0	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	1,611	$467K	0.14%	-16	13F-HR Timeline
Triune Financial Partners, LLC	1,611	$467K	0.13%	-374	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	1,610	$467K	0.18%	-682	13F-HR/A Timeline Group
Wealth Quarterback LLC	1,609	$467K	0.22%	+15	13F-HR Timeline
Foguth Wealth Management, LLC.	1,609	$466K	0.1%	-207	13F-HR Timeline
Custos Family Office, LLC	1,608	$466K	0.15%	+236	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	1,607	$466K	0.75%	-567	13F-HR Timeline
Putney Financial Group LLC	1,605	$465K	0.47%	-388	13F-HR/A Timeline
Private Capital Advisors, Inc.	1,600	$464K	0.06%	0	13F-HR Timeline
CWC Advisors, LLC.	1,599	$464K	0.24%	0	13F-HR Timeline
Acorns Advisers, LLC	1,592	$462K	<0.01%	+45	13F-HR Timeline
EDMP, INC.	1,589	$461K	0.39%	0	13F-HR Timeline
AVALON CAPITAL MANAGEMENT	1,587	$460K	0.12%	+71	13F-HR Timeline
FUTURE YOU WEALTH LLC	1,587	$460K	0.25%	0	13F-HR Timeline
MUIRFIELD WEALTH ADVISORS LLC	1,586	$460K	0.37%	+79	13F-HR Timeline
Hobbs Group Advisors, LLC	1,585	$459K	0.16%	+73	13F-HR Timeline
Shilanski & Associates, Inc.	1,582	$459K	0.13%	0	13F-HR Timeline
CURA WEALTH ADVISORS, LLC	1,580	$458K	0.21%	0	13F-HR Timeline
Keener Financial Planning LLC	1,582	$458K	0.23%	+300	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,584	$457K	0.27%	+284	13F-HR Timeline
Mustard Seed Financial, LLC	1,576	$457K	0.33%	-113	13F-HR Timeline
Avid Wealth Partners LLC	1,575	$457K	0.26%	+122	13F-HR Timeline
Seelaus Asset Management LLC	1,574	$456K	0.4%	0	13F-HR Timeline
CHICKASAW CAPITAL MANAGEMENT LLC	1,571	$455K	0.02%	-240	13F-HR Timeline
ACAS, LLC	1,563	$454K	0.3%	+178	13F-HR Timeline
FFG Partners, LLC	1,566	$454K	0.15%	+540	13F-HR Timeline
PRUDENT INVESTORS NETWORK, INC.	1,562	$453K	0.12%	-10	13F-HR Timeline
Strata Wealth Advisors, LLC	1,561	$453K	0.12%	+223	13F-HR Timeline
AIFG Consultants Ltd.	1,560	$452K	0.88%	+387	13F-HR Timeline
EWG Elevate Inc.	1,556	$451K	0.14%	+198	13F-HR Timeline
Freedom Day Solutions, LLC	1,555	$451K	0.13%	-1	13F-HR Timeline
Ridgepath Capital Management LLC	1,555	$451K	0.21%	+8	13F-HR Timeline
BOURNE LENT ASSET MANAGEMENT INC	1,550	$449K	0.17%	0	13F-HR Timeline
RMG Wealth Management LLC	1,540	$449K	0.07%		13F-HR Timeline
Sterling Financial Group, Inc.	1,547	$448K	0.15%	0	13F-HR Timeline
BlueStem Wealth Partners, LLC	1,543	$447K	0.05%	+75	13F-HR Timeline
IMG Wealth Management, Inc.	1,543	$447K	0.35%	+180	13F-HR Timeline
Lutz Financial Services LLC	1,543	$447K	0.03%	+15	13F-HR Timeline
Cannon Financial Strategists, Inc.	1,542	$447K	0.07%	0	13F-HR Timeline
MontVue Capital Management, Inc.	1,541	$447K	0.32%	0	13F-HR Timeline
Axiom Financial Strategies, LLC	1,539	$446K	0.25%	-708	13F-HR Timeline
VELA Investment Management, LLC	1,537	$446K	0.13%	0	13F-HR Timeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors	1,537	$446K	0.22%	-3	13F-HR Timeline Group
MITCHELL & PAHL PRIVATE WEALTH, LLC	1,535	$445K	0.2%	+82	13F-HR Timeline
SUMMIT SECURITIES GROUP LLC	1,534	$445K	0.16%	new	13F-HR Timeline
Fulcrum Equity Management	1,530	$444K	0.46%	-35	13F-HR Timeline
Covestor Ltd	1,525	$443K	0.26%	+96	13F-HR Timeline
Corus Family Wealth Advisors	1,527	$443K	0.31%	+315	13F-HR Timeline
CAPITAL COUNSEL LLC/NY	1,526	$442K	0.02%	-583	13F-HR Timeline
Mezzasalma Advisors, LLC	1,525	$442K	0.13%	+155	13F-HR Timeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…	1,524	$442K	0.65%	-11,356	13F-HR Timeline
Ascension Capital Advisors, Inc.	1,520	$441K	0.18%	0	13F-HR Timeline
QVR LLC	1,519	$440K	0.44%	new	13F-HR Timeline
Cascade Wealth Advisors, Inc	1,524	$440K	0.25%	+56	13F-HR Timeline
Baskin Financial Services Inc.	1,518	$440K	0.03%	0	13F-HR Timeline
Yoder Wealth Management, Inc.	1,517	$440K	0.23%	+172	13F-HR Timeline
Berkshire Money Management, Inc.	1,516	$440K	0.05%	-425	13F-HR Timeline
Hobbs Wealth Management, LLC	1,514	$439K	0.42%	+86	13F-HR Timeline
Wiser Wealth Management, Inc	1,511	$438K	0.11%	+177	13F-HR Timeline
Sage Financial Management Group, Inc.	1,507	$437K	0.15%	0	13F-HR Timeline
RS CRUM INC.	1,507	$437K	0.1%	+4	13F-HR Timeline
Dodds Wealth, LLC	1,507	$437K	0.12%	-151	13F-HR Timeline
MAINSAIL ASSET MANAGEMENT, LLC	1,507	$437K	0.27%	+9	13F-HR Timeline
True Link Financial Advisors, LLC	1,504	$436K	0.03%	-130	13F-HR Timeline
Clientfirst Wealth Management, LLC	1,504	$436K	0.45%	0	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	1,503	$436K	0.08%	0	13F-HR Timeline
NOTTINGHAM ADVISORS, INC.	1,502	$435K	0.06%	-439	13F-HR Timeline
COLRAIN CAPITAL LLC	1,500	$435K	0.34%	0	13F-HR Timeline
Highlander Partners, L.P.	1,500	$435K	0.17%	0	13F-HR Timeline
GK Wealth Management LLC	1,499	$435K	0.43%	-69	13F-HR Timeline
Boyd Wealth Management, LLC	1,498	$434K	0.19%	0	13F-HR Timeline
Prospect Financial Services LLC	1,498	$434K	0.27%	-375	13F-HR/A Timeline
CLARK FINANCIAL SERVICES GROUP INC …	1,497	$434K	0.27%	+82	13F-HR Timeline
Northwest Financial Advisors	1,496	$434K	0.61%	-4,080	13F-HR Timeline
Endowment Wealth Management, Inc.	1,496	$434K	0.22%	+653	13F-HR Timeline
Seed Wealth Management, Inc.	1,496	$434K	0.32%	0	13F-HR Timeline
KRAEMATON INVESTMENT ADVISORS, INC	1,494	$433K	0.41%	+8	13F-HR Timeline
International Private Wealth Advisors L…	1,493	$433K	0.37%	-288	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	1,489	$432K	0.14%	+75	13F-HR Timeline
Cambridge Financial Group, LLC	1,484	$430K	0.16%	0	13F-HR Timeline
BRIGHTON SECURITIES CORP.	1,484	$430K	0.24%	-349	13F-HR Timeline
Advanced Portfolio Management, LLC	1,478	$428K	1.2%	0	13F-HR Timeline
DDD Partners, LLC	1,476	$428K	0.05%	+25	13F-HR Timeline
Plotkin Financial Advisors, LLC	1,475	$428K	0.24%	+100	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	1,475	$427K	0.05%	+1	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	1,474	$427K	0.14%	+64	13F-HR Timeline
Rather & Kittrell, Inc.	1,474	$427K	0.08%	+32	13F-HR Timeline
Hobart Private Capital, LLC	1,473	$427K	0.1%	new	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	1,470	$426K	0.14%	+209	13F-HR Timeline
Madrona Financial Services, LLC	1,469	$426K	0.1%	+194	13F-HR Timeline
Nova R Wealth, Inc.	1,461	$424K	0.2%	-244	13F-HR Timeline
Freestate Advisors LLC	1,460	$423K	0.38%	+2	13F-HR Timeline
Trevian Wealth Management LLC	1,458	$423K	0.26%	+30	13F-HR Timeline
Uptown Financial Advisors LLC	1,458	$423K	0.39%	0	13F-HR Timeline
Investment Planning Advisors, Inc.	1,458	$423K	0.15%	+185	13F-HR Timeline
Lighthouse Financial LLC	1,457	$422K	0.32%	0	13F-HR Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	1,453	$421K	0.09%	+187	13F-HR Timeline
Frederick Financial Consultants, LLC	1,449	$420K	0.26%	+70	13F-HR Timeline
Able Wealth Management LLC	1,443	$418K	0.21%	+53	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	1,441	$418K	1.98%	-12,991	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	1,440	$417K	0.14%	+13	13F-HR Timeline
Heritage Wealth Management, Inc./Texas	1,436	$416K	0.21%	+13	13F-HR Timeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …	1,436	$416K	0.13%	-223	13F-HR Timeline
Towerpoint Wealth, LLC	1,435	$416K	0.18%	+56	13F-HR Timeline
Farringdon Capital, Ltd.	1,435	$416K	0.14%	new	13F-HR Timeline
Live Oak Investment Partners	1,434	$416K	0.32%	+135	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	1,432	$415K	0.15%	-6	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	1,432	$415K	0.26%	+20	13F-HR Timeline
Fermata Advisors, LLC	1,430	$414K	0.11%	-1,592	13F-HR Timeline
Capital CS Group, LLC	1,429	$414K	0.68%	new	13F-HR Timeline
Yeomans Consulting Group, Inc.	1,425	$414K	0.17%	-93	13F-HR Timeline
New England Professional Planning Group…	1,427	$414K	0.19%	0	13F-HR Timeline
Vantage Point Financial LLC	1,427	$414K	0.18%	+60	13F-HR Timeline
Horizon Investment Services, LLC	1,426	$414K	0.18%	0	13F-HR Timeline
ShoreHaven Wealth Partners, LLC	1,425	$413K	0.17%	+256	13F-HR Timeline
Triumph Capital Management	1,423	$413K	0.12%	-370	13F-HR/A Timeline
25 LLC	1,416	$411K	0.15%	+172	13F-HR Timeline
J2 Capital Management Inc	1,416	$410K	0.33%	-615	13F-HR Timeline
J HAGAN CAPITAL, INC.	1,410	$410K	0.28%	-39	13F-HR Timeline
Index Fund Advisors, Inc.	1,415	$410K	0.02%	-96	13F-HR Timeline
Flaharty Asset Management, LLC	1,415	$410K	0.06%	-210	13F-HR/A Timeline
ADE, LLC	1,414	$410K	0.22%	-445	13F-HR Timeline
Ruedi Wealth Management, Inc.	1,409	$408K	0.12%	-660	13F-HR Timeline
Lavaca Capital LLC	1,407	$408K	0.17%	0	13F-HR/A Timeline
Triton Wealth Management, PLLC	1,372	$407K	0.17%		13F-HR Timeline
Defined Financial Planning LLC	1,419	$407K	0.36%	+57	13F-HR Timeline
Boomfish Wealth Group, LLC	1,401	$406K	0.23%	+537	13F-HR Timeline
Warburton Capital Management, LLC	1,370	$406K	0.24%	+255	13F-HR Timeline
STERLING INVESTMENT MANAGEMENT, LLC	1,398	$405K	0.27%	0	13F-HR Timeline
CHIRON CAPITAL MANAGEMENT, LLC	1,398	$405K	0.35%	0	13F-HR Timeline
Barnes Dennig Private Wealth Management…	1,398	$405K	0.49%	+439	13F-HR Timeline
Legacy PCG, LLC	1,393	$404K	0.26%	-10	13F-HR Timeline
CHELSEA COUNSEL CO	1,392	$404K	0.2%	0	13F-HR Timeline
Northern Capital Management, Inc.	1,391	$403K	0.24%	+6	13F-HR Timeline
Marotta Asset Management	1,390	$403K	0.08%	-1,189	13F-HR Timeline
INSTRUMENTAL WEALTH, LLC	1,406	$403K	0.32%	+63	13F-HR Timeline
Sicart Associates LLC	1,385	$402K	0.14%	0	13F-HR Timeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	1,382	$401K	0.38%	+307	13F-HR Timeline
Avondale Wealth Management	1,375	$399K	0.22%	0	13F-HR Timeline
Dynamic Wealth Strategies, LLC	1,375	$399K	0.29%	-83	13F-HR Timeline
Entruity Wealth, LLC	1,370	$397K	0.34%	0	13F-HR Timeline
ADG Wealth Management Group, LLC	1,368	$397K	0.34%	+75	13F-HR Timeline
Oregon Pacific Wealth Management, LLC	1,366	$396K	0.37%	-14	13F-HR Timeline
OAK RIDGE INVESTMENTS LLC	1,365	$396K	0.03%	0	13F-HR Timeline
Lakeside Advisors, INC.	1,365	$396K	0.26%	-49	13F-HR Timeline
Gibson Capital, LLC	1,359	$394K	0.08%	-87	13F-HR Timeline
Whipplewood Advisors, LLC	1,357	$393K	0.22%	-8,182	13F-HR Timeline
HANOVER ADVISORS INC	1,355	$393K	0.16%	0	13F-HR Timeline
Silverberg Bernstein Capital Management…	1,354	$393K	0.27%	+100	13F-HR Timeline
James Reed Financial Services, Inc.	1,351	$392K	0.36%	0	13F-HR Timeline
FORONJY FINANCIAL LLC	1,350	$391K	0.18%		13F-HR Timeline
PrairieView Partners, LLC	1,350	$391K	0.04%	0	13F-HR Timeline
Precision Wealth Strategies, LLC	1,348	$391K	0.13%	new	13F-HR Timeline
Eaton-Cambridge Inc.	1,347	$391K	0.15%	+61	13F-HR Timeline
Kondo Wealth Advisors, Inc.	1,343	$390K	0.17%	-8	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	1,345	$390K	0.09%	+6	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	1,345	$390K	0.17%	0	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	1,342	$389K	0.27%	+1	13F-HR Timeline
JMG Financial Group, Ltd.	1,341	$389K	0.01%	new	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	1,341	$389K	0.26%	+66	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	1,338	$388K	0.16%	0	13F-HR Timeline
Arcus Capital Partners, LLC	1,338	$388K	0.17%	-20	13F-HR Timeline
CBIZ Investment Advisory Services, LLC	1,333	$386K	0.02%	-33	13F-HR Timeline
Clarus Wealth Advisors	1,366	$386K	0.18%	-119	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	1,328	$385K	0.08%	+288	13F-HR Timeline
Tumwater Wealth Management, LLC	1,327	$385K	0.18%	0	13F-HR Timeline
Wick Capital Partners, LLC	6,951	$383K	0.1%	+5,667	13F-HR Timeline
ZynergyRetirementPlanningLLC	1,321	$383K	0.26%	+132	13F-HR Timeline
Valued Retirements, Inc.	1,319	$382K	0.43%	-57	13F-HR Timeline
Sageworth Trust Co	1,319	$382K	0.02%	-414	13F-HR Timeline
Quartz Partners, LLC	1,313	$381K	0.17%	+183	13F-HR Timeline
Hoese & Co LLP	1,310	$380K	0.31%	+150	13F-HR Timeline
PRING TURNER CAPITAL GROUP INC	1,305	$378K	0.24%	0	13F-HR Timeline
Perissos Private Wealth Management, LLC	1,305	$378K	0.3%	-15	13F-HR Timeline
Redwood Financial Network Corp	1,301	$377K	0.25%	-160	13F-HR Timeline
PARK CIRCLE Co	1,300	$377K	0.32%	0	13F-HR Timeline
David Wealth Management LLC	1,299	$377K	0.28%	+12	13F-HR Timeline
Integrity Wealth Solutions LLC	1,299	$377K	0.18%	+2	13F-HR Timeline
Austin Wealth Management, LLC	1,271	$377K	0.07%	-5	13F-HR Timeline
Curran Financial Partners, LLC	1,295	$375K	0.08%	+211	13F-HR Timeline
Geometric Wealth Advisors	1,291	$374K	0.06%	+70	13F-HR Timeline
Dunhill Financial, LLC	1,332	$374K	0.11%	+708	13F-HR Timeline
Sage Capital Management, LLC	1,287	$373K	0.18%	+5	13F-HR Timeline
Dentgroup LLC	1,286	$373K	0.26%	+2	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	1,286	$373K	0.11%	+84	13F-HR Timeline
FOCUS Wealth Advisors, LLC	1,286	$373K	0.19%	-69	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	1,282	$372K	0.18%	0	13F-HR Timeline
Blue Barn Wealth, LLC	1,280	$371K	0.17%	+344	13F-HR Timeline
ENZI WEALTH	1,293	$371K	0.14%	+1	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	1,278	$371K	0.06%	-13	13F-HR Timeline
Crane Advisory, LLC	1,291	$370K	0.06%	0	13F-HR Timeline
Global Wealth Strategies & Associates	1,277	$370K	0.11%	+14	13F-HR Timeline
VERUS WEALTH MANAGEMENT, LLC	1,275	$370K	0.37%	0	13F-HR Timeline
PRENTISS SMITH & CO INC	1,269	$368K	0.22%	0	13F-HR Timeline
FMB WEALTH MANAGEMENT	1,269	$368K	0.18%	+25	13F-HR Timeline
Bellecapital International Ltd.	1,263	$366K	0.06%	0	13F-HR Timeline