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
Freedom Day Solutions, LLC	1,594	$503K	0.14%	+39	13F-HR Timeline
EDMP, INC.	1,589	$501K	0.4%	0	13F-HR Timeline
Shilanski & Associates, Inc.	1,588	$501K	0.13%	+6	13F-HR Timeline
AVALON CAPITAL MANAGEMENT	1,587	$501K	0.12%	0	13F-HR Timeline
Trevian Wealth Management LLC	1,587	$500K	0.27%	+129	13F-HR Timeline
Yoder Wealth Management, Inc.	1,586	$500K	0.24%	+69	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,593	$500K	0.26%	+9	13F-HR Timeline
Wick Capital Partners, LLC	1,583	$499K	0.12%	-5,368	13F-HR Timeline
Keener Financial Planning LLC	1,582	$499K	0.23%	0	13F-HR Timeline
Triune Financial Partners, LLC	1,579	$498K	0.13%	-32	13F-HR Timeline
Mustard Seed Financial, LLC	1,576	$497K	0.32%	0	13F-HR Timeline
Strata Wealth Advisors, LLC	1,574	$497K	0.13%	+13	13F-HR Timeline
Swan Global Investments, LLCin group Swan Global Investments, LLC	1,574	$496K	0.02%	-315	13F-HR Timeline Group
CHICKASAW CAPITAL MANAGEMENT LLC	1,571	$496K	0.02%	0	13F-HR Timeline
NerdWallet Wealth Partners, LLC	1,565	$494K	0.24%		13F-HR Timeline
Baskin Financial Services Inc.	1,562	$493K	0.04%	+44	13F-HR Timeline
Cannon Financial Strategists, Inc.	1,559	$492K	0.07%	+17	13F-HR Timeline
Hobbs Group Advisors, LLC	1,558	$492K	0.15%	-27	13F-HR Timeline
Seelaus Asset Management LLC	1,554	$490K	0.39%	-20	13F-HR/A Timeline
AdvisorShares Investments LLC	1,550	$489K	0.08%	new	13F-HR Timeline
BOURNE LENT ASSET MANAGEMENT INC	1,550	$489K	0.17%	0	13F-HR Timeline
Townsend & Associates, Inc	1,643	$489K	0.05%	0	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	1,549	$489K	0.28%	+117	13F-HR Timeline
ERn Financial, LLC	1,549	$489K	0.1%	-271	13F-HR Timeline
Prospect Financial Services LLC	1,547	$488K	0.28%	+49	13F-HR Timeline
IMG Wealth Management, Inc.	1,543	$487K	0.33%	0	13F-HR Timeline
MontVue Capital Management, Inc.	1,541	$486K	0.33%	0	13F-HR Timeline
COTTONWOOD CAPITAL ADVISORS, LLC	1,536	$485K	0.35%	-2,301	13F-HR Timeline
Lutz Financial Services LLC	1,534	$484K	0.04%	-9	13F-HR Timeline
Sterling Financial Group, Inc.	1,534	$484K	0.15%	-13	13F-HR Timeline
Trace Wealth Advisors, LLC	1,531	$483K	0.36%	new	13F-HR Timeline
Freestate Advisors LLC	1,526	$481K	0.4%	+66	13F-HR Timeline
Mezzasalma Advisors, LLC	1,525	$481K	0.12%	0	13F-HR Timeline
ShoreHaven Wealth Partners, LLC	1,523	$481K	0.18%	+98	13F-HR Timeline
Ruedi Wealth Management, Inc.	1,520	$479K	0.13%	+111	13F-HR Timeline
Ascension Capital Advisors, Inc.	1,520	$479K	0.19%	0	13F-HR Timeline
Madrona Financial Services, LLC	1,519	$479K	0.11%	+50	13F-HR Timeline
Able Wealth Management LLC	1,514	$478K	0.18%	+71	13F-HR Timeline
MITCHELL & PAHL PRIVATE WEALTH, LLC	1,514	$478K	0.2%	-21	13F-HR Timeline
Dynamic Wealth Strategies, LLC	1,509	$476K	0.32%	+134	13F-HR Timeline
RS CRUM INC.	1,507	$475K	0.11%	0	13F-HR Timeline
Dodds Wealth, LLC	1,507	$475K	0.12%	0	13F-HR Timeline
Clientfirst Wealth Management, LLC	1,504	$474K	0.38%	0	13F-HR Timeline
NOTTINGHAM ADVISORS, INC.	1,502	$474K	0.07%	0	13F-HR Timeline
KRAEMATON INVESTMENT ADVISORS, INC	1,500	$473K	0.4%	+6	13F-HR Timeline
Bramshill Investments, LLC	1,500	$473K	0.03%	-500	13F-HR Timeline
Plotkin Financial Advisors, LLC	1,500	$473K	0.23%	+25	13F-HR Timeline
Highlander Partners, L.P.	1,500	$473K	0.17%	0	13F-HR Timeline
Fulcrum Equity Management	1,499	$473K	0.48%	-31	13F-HR Timeline
Kendall Capital Management	1,498	$473K	0.11%	-136	13F-HR Timeline
Boyd Wealth Management, LLC	1,498	$473K	0.2%	0	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	1,498	$472K	0.81%	-109	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	1,490	$470K	0.14%	+1	13F-HR Timeline
Morey & Quinn Wealth Partners, LLC	1,489	$470K	0.35%	-175	13F-HR Timeline
Advanced Portfolio Management, LLC	1,486	$469K	1.22%	+8	13F-HR Timeline
Demars Financial Group, LLC	1,486	$469K	0.16%	+408	13F-HR Timeline
Sage Financial Management Group, Inc.	1,483	$468K	0.15%	-24	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	1,483	$468K	0.14%	+9	13F-HR Timeline
INSTRUMENTAL WEALTH, LLC	1,511	$468K	0.33%	+105	13F-HR Timeline
CAPITAL COUNSEL LLC/NY	1,481	$467K	0.02%	-45	13F-HR Timeline
Heritage Wealth Management, Inc./Texas	1,468	$463K	0.2%	+32	13F-HR Timeline
Lighthouse Financial LLC	1,467	$463K	0.31%	+10	13F-HR Timeline
Defined Financial Planning LLC	1,518	$462K	0.38%	+99	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	1,461	$461K	0.09%	+498	13F-HR Timeline
25 LLC	1,461	$461K	0.16%	+45	13F-HR Timeline
Greenspring Advisors, LLC	1,459	$460K	0.08%		13F-HR Timeline
Good Steward Wealth Advisors,LLC	1,459	$460K	0.32%	-599	13F-HR Timeline
Dunhill Financial, LLC	1,459	$460K	0.12%	+127	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	1,458	$460K	0.08%	-45	13F-HR Timeline
Uptown Financial Advisors LLC	1,458	$460K	0.4%	0	13F-HR Timeline
Wealth Quarterback LLC	1,456	$459K	0.18%	-153	13F-HR Timeline
Towerpoint Wealth, LLC	1,456	$459K	0.19%	+21	13F-HR Timeline
Frederick Financial Consultants, LLC	1,453	$458K	0.26%	+4	13F-HR Timeline
SAGE ADVISORS, LLC	1,453	$458K	0.33%	+734	13F-HR Timeline
Worth Asset Management, LLC	1,452	$458K	0.21%	-331	13F-HR Timeline
Private Capital Advisors, Inc.	1,450	$457K	0.05%	-150	13F-HR Timeline
Triumph Capital Management	1,449	$457K	0.12%	+26	13F-HR/A Timeline
CYPRESS FINANCIAL PLANNING LLC	1,449	$457K	0.14%	+9	13F-HR Timeline
Boomfish Wealth Group, LLC	1,449	$457K	0.25%	+48	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	1,448	$457K	0.19%	+166	13F-HR Timeline
Northwest Financial Advisors	1,446	$456K	0.59%	-50	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	1,442	$455K	0.17%	+104	13F-HR Timeline
Family Capital Management, Inc.	1,441	$455K	0.22%	+295	13F-HR Timeline
Barnes Dennig Private Wealth Management…	1,441	$455K	0.49%	+43	13F-HR Timeline
True Link Financial Advisors, LLC	1,440	$454K	0.03%	-64	13F-HR Timeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …	1,436	$453K	0.13%	0	13F-HR Timeline
RMG Wealth Management LLC	1,540	$453K	0.06%	0	13F-HR Timeline
Oxbow Advisors, LLC	1,431	$451K	0.04%	-254	13F-HR Timeline
New England Professional Planning Group…	1,427	$450K	0.21%	0	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	1,427	$450K	0.14%	-43	13F-HR Timeline
Vantage Point Financial LLC	1,426	$450K	0.17%	-1	13F-HR Timeline
Corus Family Wealth Advisors	1,425	$449K	0.33%	-102	13F-HR Timeline
Live Oak Investment Partners	1,424	$449K	0.3%	-10	13F-HR/A Timeline
ADG Wealth Management Group, LLC	1,423	$449K	0.36%	+55	13F-HR Timeline
ADE, LLC	1,414	$446K	0.23%	0	13F-HR Timeline
Traub Capital Management LLC	1,408	$444K	0.44%	+705	13F-HR Timeline
Northern Capital Management, Inc.	1,407	$444K	0.24%	+16	13F-HR Timeline
Lavaca Capital LLC	1,407	$444K	0.08%	0	13F-HR Timeline
Saxony Capital Management, LLC	1,402	$442K	0.29%	+150	13F-HR Timeline
Warburton Capital Management, LLC	1,425	$442K	0.27%	+55	13F-HR Timeline
MAD RIVER INVESTORS	1,400	$442K	0.19%	new	13F-HR Timeline
STERLING INVESTMENT MANAGEMENT, LLC	1,398	$441K	0.26%	0	13F-HR Timeline
CHIRON CAPITAL MANAGEMENT, LLC	1,398	$441K	0.38%	0	13F-HR Timeline
CHELSEA COUNSEL CO	1,395	$440K	0.2%	+3	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	1,395	$440K	0.01%	-4,667	13F-HR Timeline Group
J2 Capital Management Inc	1,394	$440K	0.33%	-22	13F-HR Timeline
Machina Capital S.A.S.	1,393	$439K	0.08%	new	13F-HR Timeline
Legacy PCG, LLC	1,393	$439K	0.26%	0	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	1,380	$435K	0.11%	+136	13F-HR Timeline
Yeomans Consulting Group, Inc.	1,399	$435K	0.15%	-26	13F-HR Timeline
Kondo Wealth Advisors, Inc.	1,375	$434K	0.17%	+32	13F-HR Timeline
Avondale Wealth Management	1,375	$434K	0.23%	0	13F-HR Timeline
Entruity Wealth, LLC	1,370	$432K	0.34%	0	13F-HR Timeline
Marotta Asset Management	1,390	$432K	0.08%	0	13F-HR Timeline
Life Planning Partners, Inc	1,366	$431K	0.31%	+204	13F-HR Timeline
Essential Planning, LLC.	1,366	$431K	0.15%	+138	13F-HR Timeline
Triton Wealth Management, PLLC	1,382	$431K	0.16%	+10	13F-HR Timeline
Endowment Wealth Management, Inc.	1,365	$431K	0.2%	-131	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	1,362	$430K	0.14%	-70	13F-HR Timeline
Gibson Capital, LLC	1,359	$429K	0.08%	0	13F-HR Timeline
Oregon Pacific Wealth Management, LLC	1,359	$429K	0.37%	-7	13F-HR Timeline
Flagship Private Wealth, LLC	1,357	$428K	0.17%	+361	13F-HR Timeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors	1,357	$428K	0.22%	-180	13F-HR Timeline Group
HANOVER ADVISORS INC	1,355	$427K	0.17%	0	13F-HR Timeline
Axiom Financial Strategies, LLC	1,355	$427K	0.18%	-184	13F-HR Timeline
Silverberg Bernstein Capital Management…	1,354	$427K	0.26%	0	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	1,352	$426K	0.07%	+74	13F-HR Timeline
Eaton-Cambridge Inc.	1,352	$426K	0.15%	+5	13F-HR Timeline
Arcus Capital Partners, LLC	1,351	$426K	0.19%	+13	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	1,345	$424K	0.18%	0	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	1,343	$424K	0.27%	+1	13F-HR Timeline
PFG Private Wealth Management, LLC	1,340	$423K	0.19%	new	13F-HR Timeline
Integrity Wealth Solutions LLC	1,340	$423K	0.19%	+41	13F-HR Timeline
Valpey Financial Services, LLC	1,340	$423K	0.28%	-281	13F-HR Timeline
Banque de Luxembourg S.A.	1,335	$421K	0.22%	-580	13F-HR Timeline
Avos Capital Management, LLC	1,331	$420K	0.2%	+588	13F-HR Timeline
Guardian Financial Partners, LLC	1,330	$419K	0.18%	+88	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	1,329	$419K	0.15%	+474	13F-HR Timeline
Tumwater Wealth Management, LLC	1,327	$419K	0.19%	0	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	1,326	$418K	0.24%	+111	13F-HR Timeline
Covestor Ltd	1,322	$417K	0.23%	-203	13F-HR Timeline
Clear Point Advisors Inc.	1,322	$417K	0.32%	+148	13F-HR Timeline
ZynergyRetirementPlanningLLC	1,321	$417K	0.26%	0	13F-HR Timeline
RFG Holdings, Inc.	1,316	$415K	0.11%	+227	13F-HR Timeline
Hoese & Co LLP	1,310	$413K	0.32%	0	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	1,309	$413K	0.21%	+71	13F-HR Timeline
Momentous Wealth Management, Inc.	1,308	$413K	0.26%	-448	13F-HR Timeline
PRING TURNER CAPITAL GROUP INC	1,305	$412K	0.25%	0	13F-HR Timeline
Summit Place Financial Advisors, LLC	1,305	$412K	0.19%	new	13F-HR Timeline
Perissos Private Wealth Management, LLC	1,305	$412K	0.3%	0	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	1,303	$411K	0.13%	+128	13F-HR Timeline
PARK CIRCLE Co	1,300	$410K	0.36%	0	13F-HR Timeline
Quarry LP	1,300	$410K	0.1%	new	13F-HR Timeline
Davidson Kahn Capital Management, LLC	1,297	$409K	0.23%	+280	13F-HR Timeline
Redwood Financial Network Corp	1,291	$407K	0.26%	-10	13F-HR Timeline
Sage Capital Management, LLC	1,290	$407K	0.18%	+3	13F-HR Timeline
Dentgroup LLC	1,288	$406K	0.26%	+2	13F-HR Timeline
Concentrum Wealth Management	1,287	$406K	0.12%	+118	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	1,286	$406K	0.11%	0	13F-HR Timeline
Warther Private Wealth, LLC	1,284	$405K	0.1%	-854	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	1,281	$404K	0.3%	+25	13F-HR Timeline
Laurion Capital Management LP	1,276	$402K	0.05%	new	13F-HR Timeline
FMB WEALTH MANAGEMENT	1,276	$402K	0.17%	+7	13F-HR Timeline
EAGLE CAPITAL MANAGEMENT LLC	1,273	$402K	<0.01%	+164	13F-HR Timeline
VERUS WEALTH MANAGEMENT, LLC	1,273	$402K	0.37%	-2	13F-HR Timeline
MARSHALL FINANCIAL GROUP INC /ADV	1,271	$401K	0.11%	+56	13F-HR Timeline
Oak Thistle LLC	1,268	$400K	0.06%	new	13F-HR Timeline
Geometric Wealth Advisors	1,266	$399K	0.05%	-25	13F-HR Timeline
Leslie Global Wealth, LLC	1,266	$399K	0.19%	+8	13F-HR Timeline
Lakeside Advisors, INC.	1,265	$399K	0.25%	-100	13F-HR Timeline
Richardson Capital Management LLC	1,261	$398K	0.19%	0	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	1,260	$398K	0.23%	+288	13F-HR Timeline
MPS Loria Financial Planners, LLC	1,260	$397K	0.11%	+2	13F-HR Timeline
Aspect Partners, LLC	1,257	$396K	0.18%	0	13F-HR Timeline
AdviceOne Advisory Services, LLC	1,257	$396K	0.26%	+333	13F-HR Timeline
Clarus Wealth Advisors	1,278	$396K	0.18%	-88	13F-HR Timeline
ENZI WEALTH	1,326	$396K	0.14%	+33	13F-HR Timeline
Barry Investment Advisors, LLC	1,254	$395K	0.09%	new	13F-HR Timeline
Crane Advisory, LLC	1,291	$394K	0.06%	0	13F-HR Timeline
Bellecapital International Ltd.	1,250	$394K	0.06%	-13	13F-HR Timeline
ADAPT WEALTH ADVISORS, LLC	1,245	$393K	0.15%	new	13F-HR Timeline
Mach-1 Financial Group, LLC	1,242	$392K	0.06%	-13,707	13F-HR Timeline
Integrity Advisory Solutions, LLC	1,242	$392K	0.06%		13F-HR Timeline
Colorado Capital Management, Inc.	1,244	$392K	0.15%	+551	13F-HR Timeline
Grantvest Financial Group LLC	1,240	$391K	0.27%	+2	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	1,239	$391K	0.08%	-106	13F-HR Timeline
Wealth Management Nebraskain group Wealth Management Nebraska	1,235	$390K	0.05%	+14	13F-HR Timeline Group
Kelman-Lazarov, Inc.	1,233	$389K	0.06%	-24	13F-HR Timeline
Pachira Investments Inc.	1,233	$389K	0.22%	+173	13F-HR Timeline
Cascade Wealth Advisors, Inc	1,224	$388K	0.19%	-300	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	1,227	$387K	0.13%	new	13F-HR Timeline
Capstone Wealth Management, LLC	1,227	$387K	0.3%	+36	13F-HR Timeline
Paragon Capital Management LLC	1,225	$386K	0.19%	0	13F-HR Timeline
Freedom Financial Partners LLC	1,224	$386K	0.15%	+4	13F-HR Timeline
Prairiewood Capital, LLC	1,221	$385K	0.13%	+40	13F-HR Timeline
ZEVIN ASSET MANAGEMENT LLC	1,222	$385K	0.06%	+125	13F-HR Timeline
Brown Financial Advisory	1,219	$384K	0.2%	+36	13F-HR Timeline
Astra Wealth Partners LLC	1,218	$384K	0.27%	+112	13F-HR/A Timeline
Lloyd Advisory Services, LLC.	1,215	$383K	0.18%	+263	13F-HR Timeline
VELA Investment Management, LLC	1,215	$383K	0.11%	-322	13F-HR Timeline