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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
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC2,165$698K0.01%new13F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.2,160$696K0.51%+313F-HRTimeline
Compton Financial Group, LLC2,160$696K0.16%+4813F-HRTimeline
Clarkston Capital Partners, LLC2,145$691K0.02%013F-HRTimeline
Family Capital Management, Inc.2,144$691K0.31%+70313F-HRTimeline
Capitol Family Office, Inc.2,140$690K0.81%+9413F-HRTimeline
Intelligence Driven Advisers, LLC2,137$689K0.1%+9113F-HRTimeline
Peterson Wealth Advisors, LLC2,135$688K0.09%+7213F-HRTimeline
Flywheel Private Wealth LLC2,132$687K0.43%-2513F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,125$685K0.29%+6313F-HRTimeline
Sonoma Allocations LLC2,218$682K0.23%-18013F-HRTimeline
Cornerstone Select Advisors, LLC2,116$682K0.47%+1213F-HRTimeline
REXFORD CAPITAL INC2,111$680K0.52%-7713F-HRTimeline
Foguth Wealth Management, LLC.2,089$680K0.11%13F-HRTimeline
Broderick Brian C2,110$680K0.13%013F-HRTimeline
Brightwater Advisory LLC2,106$679K0.46%013F-HRTimeline
Avid Wealth Partners LLC2,101$677K0.33%+42713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,101$677K<0.01%-6613F-HRTimeline
SACHEM HILL LLC2,099$676K0.13%013F-HRTimeline
LGL PARTNERS, LLC2,091$674K0.29%new13F-HRTimeline
Oceanside Advisors LLC2,085$672K0.41%013F-HRTimeline
Greenfield Seitz Capital Management, LLC2,081$671K0.22%-5013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,080$670K<0.01%new13F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC2,072$668K0.44%-57213F-HRTimeline
Vanguard Capital Wealth Advisors2,066$666K0.53%-12213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
jvl associates llc2,065$665K0.22%-2813F-HRTimeline
Wealth Advisors Northwest LLC2,063$665K0.29%+613F-HRTimeline
Signature Wealth Management Group2,063$665K0.27%013F-HRTimeline
Anderson Financial Strategies, LLC2,062$664K0.39%-10013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,062$664K0.02%013F-HRTimelineGroup
CGC Financial Services, LLC2,061$664K0.18%-6113F-HRTimeline
Shira Ridge Wealth Management2,061$664K0.27%-11013F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC2,060$664K0.11%-1,65313F-HRTimeline
Lakewood Asset Management LLC2,060$664K0.39%013F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC2,059$663K0.61%-9313F-HRTimeline
OLIO Financial Planning2,056$662K0.19%-3813F-HRTimeline
Kelly Financial Services LLC2,053$662K0.17%-10113F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/2,049$660K0.75%-15313F-HRTimeline
Compass Financial Group, INC/SD2,048$660K0.09%+4413F-HRTimeline
Rare Wolf Capital LLC2,048$660K0.41%13F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,041$658K0.14%+4513F-HRTimeline
Three Bridge Wealth Advisors, LLC2,040$657K0.17%013F-HRTimeline
Tenzing Financial LLC2,035$656K0.53%13F-HRTimeline
Burns Matteson Capital Management, LLC2,034$656K0.26%-2613F-HRTimeline
Stewardship Advisors, LLC2,034$655K0.15%+14413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…2,026$653K0.23%+1113F-HRTimeline
MN Wealth Advisors, LLC2,025$653K0.33%+7313F-HRTimeline
CVFG LLC2,025$653K0.45%+12813F-HRTimeline
AWM CAPITAL, LLC2,017$650K0.06%+4213F-HRTimeline
Redwood Wealth Management Group, LLC2,017$650K0.27%-2613F-HRTimeline
Karani Asset Management LLC2,016$650K0.57%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,015$649K0.18%+14813F-HRTimeline
Councilor Wealth, LLC2,012$648K0.31%-5813F-HRTimeline
Widmann Financial Services, Inc.2,012$648K0.4%013F-HRTimeline
Bestgate Wealth Advisors, LLC2,011$648K1.14%-4013F-HRTimeline
Encompass More Asset Management2,010$648K0.12%-21313F-HRTimeline
Krane Funds Advisors LLC2,008$647K0.02%-13213F-HRTimeline
Smallwood Wealth Investment Management,…2,008$647K0.34%+1413F-HRTimeline
Saber Capital Managment, LLC2,006$646K0.55%13F-HRTimeline
Essential Investment Partners LLC2,005$646K0.61%13F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT2,000$644K0.43%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,997$643K0.35%+11513F-HRTimeline
SIERRA OCEAN, LLC1,995$643K0.53%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,990$641K0.21%-19313F-HRTimeline
Sterling Financial Planning, Inc.1,986$640K0.19%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,983$639K0.3%-4613F-HRTimeline
Foundation Wealth Management, LLC1,980$639K0.42%-4813F-HRTimeline
Horizon Family Wealth, Inc.1,974$636K0.34%+913F-HRTimeline
Comprehensive Financial Planning, Inc./…1,972$636K0.42%+11513F-HRTimeline
AUCTUS ADVISORS LLC1,972$635K0.59%13F-HRTimeline
Entelevest, LLC1,971$635K0.66%13F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC1,970$635K0.03%013F-HRTimeline
Kearns & Associates LLC1,967$634K0.33%013F-HRTimeline
Index Fund Advisors, Inc.1,965$633K0.03%+1213F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,964$633K0.23%-413F-HRTimeline
Milestone Asset Management Group, LLC1,960$631K0.36%+1,13613F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …1,957$630K0.05%013F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC1,949$628K0.01%-91,20713F-HRTimeline
LINCOLN CAPITAL CORP1,947$627K0.22%-4413F-HRTimeline
Ironsides Asset Advisors, LLC1,946$627K0.16%+82013F-HRTimeline
Prepared Retirement Institute LLC1,946$627K0.32%+6813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,945$627K0.14%-10013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC1,943$626K0.16%-65213F-HRTimelineGroup
Innova Wealth Partners1,938$624K0.32%+20513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,933$623K0.16%-213F-HRTimeline
Walsh & Associates, LLC1,931$622K0.61%13F-HRTimeline
CogentBlue Wealth Advisors, LLC1,925$620K0.42%+2813F-HRTimeline
Westshore Wealth, LLC1,922$619K0.2%-36813F-HRTimeline
BANYAN CAPITAL MANAGEMENT, INC.1,920$619K0.27%013F-HRTimeline
Sprinkle Financial Consultants LLC1,919$618K0.31%-31513F-HRTimeline
Guilbault Capital LLC1,917$618K0.69%13F-HRTimeline
Worth Asset Management, LLC1,917$618K0.26%+46513F-HRTimeline
Koss-Olinger Consulting, LLC1,914$617K0.05%-1,71313F-HRTimeline
Thayer Partners, LLC / MA1,906$614K0.3%13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…1,900$614K0.52%13F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,902$613K0.61%13F-HRTimeline
Joel Adams & Associates, Inc.1,899$612K0.46%013F-HRTimeline
Altar Rock LLC1,897$611K0.73%13F-HRTimeline
GreatBanc Trust CO1,894$610K0.43%-14013F-HRTimeline
Horizon Investment Services, LLC1,893$610K0.22%+17013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC1,892$610K0.24%-37313F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC1,891$609K0.01%-13413F-HRTimeline
HFR Wealth Management, LLC1,890$609K0.14%013F-HRTimeline
ALKEME WEALTH, LLC1,888$608K0.26%+113F-HRTimeline
WESPAC Advisors, LLC1,884$607K0.33%-12213F-HRTimeline
Hegarty Advisors, LLC1,883$607K0.53%13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,881$606K0.45%013F-HRTimeline
Atwater Malick LLC1,880$606K0.17%+1913F-HRTimeline
Roth Financial Partners LLC1,877$605K0.2%013F-HRTimeline
Gratus Wealth Advisors, LLC1,874$604K0.08%+213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,874$604K1.7%-10013F-HRTimeline
COOKE & BIELER LP1,872$603K0.01%-3,60313F-HRTimeline
Echo45 Advisors LLC1,871$603K0.34%+2813F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.1,870$603K0.57%13F-HRTimeline
Rather & Kittrell, Inc.1,869$602K0.1%-6013F-HRTimeline
North Forty Two & Co.1,869$602K0.57%-1,52013F-HRTimeline
21 West Wealth Management LLC1,868$602K0.55%013F-HRTimeline
Duncan Williams Asset Management, LLC1,895$601K0.15%+713F-HRTimeline
Noble Wealth Management PBC1,866$601K0.3%-2713F-HRTimeline
Oxinas Partners, LLC1,862$600K0.29%+213F-HRTimeline
W.H. Cornerstone Investments Inc.1,861$600K0.36%+1113F-HRTimeline
DHJJ Financial Advisors, Ltd.1,859$599K0.2%013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC1,858$599K0.03%+28413F-HRTimelineGroup
Tradewinds Capital Management, LLC1,857$598K0.13%-3513F-HRTimeline
Gladwyn Financial Advisors, Inc.1,852$597K0.42%+813F-HRTimeline
Wilson & Boucher Capital Management, LLC1,851$597K0.39%013F-HRTimeline
Omnitrust Wealth Management, Inc1,851$596K0.76%13F-HRTimeline
Riggs Asset Managment Co. Inc.1,851$596K0.12%013F-HRTimeline
Integrity Advisory Solutions, LLC1,845$595K0.09%+60313F-HRTimeline
Morling Financial Advisors, LLC1,843$594K0.19%+2913F-HRTimeline
Wright Wealth LLC1,843$594K0.39%13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,841$593K0.1%-3813F-HRTimelineGroup
Gordian Advisors LLC1,841$593K0.39%+11413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,830$590K0.06%+4013F-HRTimeline
Schiavi & Co LLC1,829$589K0.19%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,827$589K0.21%-1213F-HRTimeline
Sharp Wealth Advisory, LLC1,826$589K0.3%013F-HRTimeline
American Financial Advisors, LLC1,826$589K0.08%+813F-HRTimeline
Family Investment Center, Inc.1,820$586K0.12%+213F-HRTimeline
Box Hill Private Wealth LLC1,820$586K0.59%13F-HRTimeline
Apeiron RIA LLC1,899$586K0.12%-36113F-HRTimeline
Southern Financial Group, LLC1,817$586K0.17%13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,812$584K0.28%+16813F-HRTimeline
Polymer Capital Management (US) LLC1,811$584K0.08%new13F-HRTimeline
Midwest Financial Partners Investments,…1,809$583K0.32%13F-HRTimeline
MMA ASSET MANAGEMENT LLC1,803$581K0.21%-29913F-HRTimeline
Elm3 Financial Group, LLC1,802$581K0.48%+7213F-HRTimeline
Presper Financial Architects, LLC1,800$580K0.33%013F-HRTimeline
Cushing Capital Partners, LLC1,790$577K0.43%-5613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,789$576K0.27%-42213F-HRTimeline
Wealth Preservation Advisors, LLC1,786$575K0.29%+4113F-HRTimeline
Sharkey, Howes & Javer1,785$575K0.07%013F-HRTimeline
Urban Wealth Management, LLC1,784$575K0.53%13F-HRTimeline
REBALANCE, LLC1,783$575K0.03%+2713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,782$574K0.18%-2813F-HRTimeline
Financial Advisors Network, Inc.1,781$574K0.08%+2913F-HRTimeline
High Point Wealth Management, LLC1,779$573K0.54%13F-HRTimeline
Tower Wealth Partners, Inc.1,778$573K0.31%+513F-HRTimeline
Lanham O'Dell & Company, Inc.1,777$573K0.16%013F-HRTimeline
Custos Family Office, LLC1,773$571K0.39%-313F-HRTimeline
WT Wealth Management1,772$571K0.16%-3213F-HRTimeline
Momentous Wealth Management, Inc.1,767$569K0.32%+45913F-HRTimeline
Argos Wealth Advisors, LLC1,766$569K0.15%13F-HRTimeline
Tanglewood Legacy Advisors, LLC1,766$569K0.21%+12213F-HRTimeline
Ledgewood Wealth Advisors, LLC1,760$567K0.33%013F-HRTimeline
Vantage Point Financial LLC1,759$567K0.2%+33313F-HRTimeline
HTG Investment Advisors, Inc.1,758$566K0.17%013F-HRTimeline
POTENTIA WEALTH1,758$566K0.21%013F-HRTimeline
Columbus Macro, LLC1,758$566K0.06%-12013F-HRTimeline
Private Wealth Management Group, LLC1,757$566K0.15%-713F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,753$565K0.41%+11013F-HRTimeline
Sanchez Wealth Management Group1,748$563K0.12%013F-HRTimeline
Fortress Financial Solutions, LLC1,748$563K0.58%+5913F-HRTimeline
First Growth Capital LLC1,810$563K0.5%13F-HRTimeline
Wiser Wealth Management, Inc1,743$562K0.12%+3813F-HRTimeline
Sage Capital Advisors,llc1,742$561K0.13%+3513F-HRTimeline
KWMG, LLC1,742$561K0.05%+2213F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,738$560K0.81%+24013F-HRTimeline
Asset Management Group, Inc.1,736$560K0.09%-913F-HRTimeline
Foundation Wealth Management, LLC\PA1,732$558K0.2%-4613F-HRTimeline
Wallace Advisory Group, LLC1,732$558K0.59%-1,43913F-HRTimeline
Silver Oak Advisory Group, Inc.1,729$557K0.25%-12013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,721$555K0.17%+6513F-HRTimeline
POWER WEALTH MANAGEMENT LLC1,720$554K0.2%-1213F-HRTimeline
Delta Wealth Advisors LLC1,719$554K0.46%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,719$554K0.19%-24513F-HRTimeline
Storgate, LLC1,718$554K0.46%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,716$553K0.15%013F-HRTimeline
Defender Capital, LLC.1,716$553K0.18%new13F-HRTimeline
Noble Family Wealth, LLC1,715$553K0.12%013F-HRTimeline
Cloud Capital Management, LLC1,713$552K0.26%+68213F-HRTimeline
Selective Wealth Management, Inc.1,783$551K0.17%-21113F-HRTimeline
RM Financial Services, LLC1,711$551K0.49%13F-HRTimeline
North Ridge Wealth Advisors, Inc.1,710$551K0.31%-2613F-HRTimeline
Guardian Capital, LLC1,709$551K0.49%13F-HRTimeline
Jackson Creek Investment Advisors LLC1,707$550K0.16%-4213F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,704$549K0.36%-5513F-HRTimeline
New Perspectives, Inc1,703$549K0.19%013F-HRTimeline
Prota Financial, LLC1,703$549K0.4%13F-HRTimeline
Emissary Wealth LLC1,702$548K0.46%13F-HRTimeline