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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
RM Financial Services, LLC1,711$560K0.42%013F-HRTimeline
waypoint wealth counsel1,709$560K0.35%-77713F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…1,709$559K0.09%-15,98013F-HRTimelineGroup
New Perspectives, Inc1,704$558K0.17%013F-HRTimeline
Nova R Wealth, Inc.1,703$558K0.16%-2213F-HRTimeline
WAYSTONE ADVISORS LLC1,702$557K0.42%+12213F-HRTimeline
Davidson Kahn Capital Management, LLC1,697$555K0.24%+50513F-HRTimeline
Petix & Botte Co1,696$555K0.11%+84813F-HRTimeline
Lavaca Capital LLC1,696$555K0.06%+28913F-HRTimeline
Ares Financial Consulting, LLC1,693$554K0.4%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,690$553K0.19%+20813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,687$552K0.21%+1,42113F-HRTimeline
James Reed Financial Services, Inc.1,684$551K0.42%013F-HRTimeline
Axecap Investments, LLC1,684$551K0.3%-12,48113F-HRTimeline
BlueStem Wealth Partners, LLC1,680$550K0.05%+9013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,678$549K0.33%-60013F-HRTimeline
American Institute for Advanced Investm…1,675$548K0.32%013F-HRTimeline
Avondale Wealth Management1,675$548K0.22%+30013F-HRTimeline
Columbus Macro, LLC1,673$548K0.05%-5613F-HRTimeline
SATURNA CAPITAL CORP1,673$548K0.01%-1,20013F-HRTimeline
WT Wealth Management1,670$547K0.15%-2813F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,666$545K0.35%+9513F-HRTimeline
Endowment Wealth Management, Inc.1,665$545K0.21%+2013F-HRTimeline
Caitlin John, LLC1,664$545K0.3%+62513F-HRTimeline
Walker Financial Services, Inc.1,660$544K0.17%-6713F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,660$543K0.19%+513F-HRTimeline
Plotkin Financial Advisors, LLC1,658$543K0.23%+10913F-HRTimeline
IronBridge Private Wealth, LLC1,656$542K0.18%+713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,656$542K0.16%-1513F-HRTimeline
Prepared Retirement Institute LLC1,655$542K0.23%+913F-HRTimeline
Trevian Wealth Management LLC1,653$541K0.23%+5213F-HRTimeline
Prospect Financial Services LLC1,652$541K0.27%+10113F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC1,651$540K0.12%-60013F-HRTimeline
Steadtrust LLC1,647$539K0.27%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,641$537K0.36%+413F-HRTimeline
Smith & Howard Wealth Management, LLC1,640$537K0.11%+4713F-HRTimeline
Towerpoint Wealth, LLC1,638$536K0.19%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,638$536K0.05%013F-HRTimeline
Urban Wealth Management, LLC1,636$536K0.47%013F-HRTimeline
Emissary Wealth LLC1,633$535K0.41%-713F-HRTimeline
Bay Harbor Wealth Management, LLC1,629$533K0.12%+66513F-HRTimeline
Solano Wealth Investment Advisors LLC1,625$532K0.24%-113F-HRTimeline
St. Louis Trust Co20,899$531K0.06%013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP1,623$531K0.26%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prescott Group Capital Management, L.L.…1,620$530K0.05%new13F-HRTimeline
George Kaiser Family Foundation1,620$530K0.05%new13F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,617$529K0.27%+9213F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,616$529K0.26%+1613F-HRTimeline
Cannon Financial Strategists, Inc.1,612$528K0.06%+113F-HRTimeline
Frederick Financial Consultants, LLC1,610$527K0.22%+4313F-HRTimeline
Boyd Wealth Management, LLC1,608$526K0.2%+2313F-HRTimeline
Granite FO LLC1,608$526K0.28%013F-HRTimeline
Sage Financial Management Group, Inc.1,607$526K0.14%013F-HRTimeline
Lighthouse Financial LLC1,603$525K0.27%+7413F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC1,600$524K0.25%-76013F-HRTimeline
Independent Family Office, LLC1,600$524K0.21%-42513F-HRTimeline
Silver Oak Advisory Group, Inc.1,597$522K0.21%-13213F-HRTimeline
Asset Allocation Strategies LLC1,593$521K0.08%+3213F-HRTimeline
Hutchens & Kramer Investment Management…1,590$521K0.14%+2113F-HRTimeline
Blue Water Asset Management1,589$520K0.17%+2313F-HRTimeline
Valtinson Bruner Financial Planning LLC1,586$519K0.13%-2813F-HRTimeline
Lipe & Dalton1,585$519K0.24%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,585$519K0.28%-10513F-HRTimeline
Belleair Asset Management, LLC1,585$519K0.44%013F-HRTimeline
MANCHESTER FINANCIAL INC1,578$517K0.09%-4,31613F-HRTimeline
Echo45 Advisors LLC1,578$517K0.27%-22213F-HRTimeline
ShoreHaven Wealth Partners, LLC1,577$516K0.16%+513F-HRTimeline
Renaissance Investment Group LLC1,576$516K0.1%+58513F-HRTimeline
Orcam Financial Group1,573$515K0.25%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,570$514K0.15%new13F-HRTimeline
HTG Investment Advisors, Inc.1,570$514K0.13%-8313F-HRTimeline
Saxony Capital Management, LLC1,568$513K0.24%+7413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC1,568$513K0.06%-18313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,565$512K0.14%-15213F-HRTimeline
Quaker Wealth Management, LLC1,564$512K0.15%-3513F-HRTimeline
First Growth Capital LLC1,562$511K0.39%-24813F-HRTimeline
Cauble & Harre Wealth Management, Inc.1,562$511K0.41%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH1,558$510K0.11%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,558$510K0.69%013F-HRTimeline
Silverberg Bernstein Capital Management…1,554$509K0.19%+10013F-HRTimeline
EDMP, INC.1,553$508K0.41%+813F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,499$508K0.06%013F-HRTimeline
Presper Financial Architects, LLC1,551$508K0.26%-10013F-HRTimeline
BOURNE LENT ASSET MANAGEMENT INC1,550$507K0.18%013F-HRTimeline
Financial Concepts Unlimited, Inc.1,549$507K0.4%-10913F-HRTimeline
RIA Advisory Group LLC1,548$507K0.11%+14413F-HRTimeline
AXQ CAPITAL, LP1,548$507K0.06%-2,66813F-HRTimeline
Dodds Wealth, LLC1,547$506K0.11%+14013F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.1,547$506K0.1%+5013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC3,451$506K0.12%-4,15013F-HRTimeline
Trailhead Planners LLC1,543$505K0.49%+9813F-HRTimeline
Altar Rock LLC1,540$504K0.74%-87113F-HRTimeline
Baskin Financial Services Inc.1,541$504K0.04%-2113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC1,533$502K0.25%+22613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,531$501K0.21%+70813F-HRTimelineGroup
Burns Matteson Capital Management, LLC1,526$499K0.16%-15213F-HRTimeline
IMG Wealth Management, Inc.1,517$497K0.28%+16313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,516$496K0.37%+713F-HRTimeline
Kagan Cocozza Asset Management1,515$496K0.31%013F-HRTimeline
Swisher Financial Concepts, Inc.1,515$496K0.31%-1,11713F-HRTimeline
Mezzasalma Advisors, LLC1,514$496K0.1%+1413F-HRTimeline
CAPITAL COUNSEL LLC/NY1,511$495K0.02%-6813F-HRTimeline
RFG Holdings, Inc.1,510$494K0.1%+7613F-HRTimeline
Joseph P. Lucia & Associates, LLC1,509$494K0.15%013F-HRTimeline
RS CRUM INC.1,508$494K0.09%+113F-HRTimeline
Madrona Financial Services, LLC1,506$493K0.09%+413F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS1,505$492K0.23%-5913F-HRTimeline
Clientfirst Wealth Management, LLC1,504$492K0.4%013F-HRTimeline
GODSEY & GIBB, INC1,501$491K0.04%-10113F-HRTimeline
Barnes Dennig Private Wealth Management…1,501$491K0.39%-1313F-HRTimeline
Highlander Partners, L.P.1,500$491K0.16%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest1,500$491K0.26%-10513F-HRTimeline
Stembrook Asset Management, LLC1,500$491K0.42%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,499$491K0.3%+313F-HRTimeline
Kendall Capital Management1,498$490K0.08%-6413F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC1,498$490K0.18%013F-HRTimeline
Vantage Point Financial LLC1,496$490K0.15%+15213F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC1,495$489K0.25%013F-HRTimeline
Clarendon Private LLC1,495$489K0.31%-9413F-HRTimeline
CHASE INVESTMENT COUNSEL CORP1,495$489K0.1%-32613F-HRTimeline
Ruedi Wealth Management, Inc.1,492$489K0.11%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,492$488K0.04%+15513F-HRTimeline
Blackston Financial Advisory Group, LLC1,491$488K0.28%-10813F-HRTimeline
Spectrum Investment Advisors, Inc.1,489$487K0.2%+78413F-HRTimeline
Crane Advisory, LLC1,416$486K0.07%013F-HRTimeline
Prota Financial, LLC1,451$485K0.32%-5713F-HRTimeline
Kelman-Lazarov, Inc.1,479$484K0.06%+4813F-HRTimeline
SACKS & ASSOCIATES, LLC1,375$484K0.33%+7513F-HRTimeline
Avise Financial Cooperative, Inc.1,477$483K0.34%+2213F-HRTimeline
Blue Zone Wealth Advisors, LLC1,477$483K0.08%+213F-HRTimeline
Pinnacle Financial Group, LLC / IL1,475$483K0.12%+613F-HRTimeline
Fonville Wealth Management LLC1,474$483K0.08%+9113F-HRTimeline
Paul R. Ried Financial Group, LLC1,472$482K0.21%013F-HRTimeline
Demars Financial Group, LLC1,471$482K0.13%-1513F-HRTimeline
Tarbox Family Office, Inc.1,471$482K0.07%013F-HRTimeline
TCP Asset Management, LLC1,469$481K0.05%013F-HRTimeline
Axis Wealth Partners, LLC1,468$481K0.23%-1,07213F-HRTimeline
Cooke Wealth Management, LLC1,468$481K0.39%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,467$480K0.14%+46513F-HRTimeline
Everstar Asset Management, LLC1,465$480K0.23%+56513F-HRTimeline
Pacific Sage Partners, LLC1,464$479K0.07%-50113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,464$479K0.04%-6813F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC1,461$478K0.14%+76013F-HRTimeline
Bellecapital International Ltd.1,459$478K0.08%+8313F-HRTimeline
Provenance Wealth Advisors, LLC1,459$478K0.05%+77113F-HRTimeline
Synergy Financial Group, LTD1,457$477K0.34%+1113F-HRTimeline
Redwood Financial Network Corp1,455$476K0.26%-513F-HRTimeline
HOGE FINANCIAL SERVICES, LLC1,453$475K0.23%+6013F-HRTimeline
Hobbs Group Advisors, LLC1,452$475K0.13%-2213F-HRTimeline
PMG Family Office LLC1,451$475K0.44%+24313F-HRTimeline
PATHWAY WEALTH MANAGEMENT LLC1,450$475K0.33%013F-HRTimeline
Disciplined Investments, LLC1,448$474K0.15%+6513F-HR/ATimeline
PARAGON FINANCIAL PARTNERS, INC.1,346$473K0.25%+213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,446$473K0.15%-30713F-HRTimeline
Harbour Wealth Management Group, Inc.1,446$473K0.32%-34713F-HRTimeline
OakTrust Wealth Advisors, LLC1,446$473K0.41%+313F-HRTimeline
Luken Investment Analytics, LLC1,439$471K0.16%-16013F-HRTimeline
Integrated Capital Management, LLC1,437$470K0.17%-38313F-HRTimeline
Ewing Morris & Co. Investment Partners …1,435$470K0.25%013F-HRTimeline
Marotta Asset Management1,406$470K0.08%+1613F-HRTimeline
Independent Wealth Network Inc.1,430$468K0.12%+1913F-HRTimeline
Englebert Financial Advisers, LLC1,430$468K0.46%+1013F-HRTimeline
Freestate Advisors LLC1,427$467K0.35%-3313F-HRTimeline
Vanguard Capital Wealth Advisors1,425$466K0.32%-64913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Value Investment Professionals, LLC1,425$466K0.39%+313F-HRTimeline
PRING TURNER CAPITAL GROUP INC1,305$465K0.27%013F-HRTimeline
Allegiance Financial Group Advisory Ser…1,416$463K0.08%new13F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,414$463K0.21%+46113F-HRTimeline
Todd Wealth Management, LLC1,412$462K0.35%+113F-HRTimeline
Ramiah Investment Group1,411$462K0.35%new13F-HRTimeline
Lutz Financial Services LLC1,411$462K0.03%-613F-HRTimeline
Genesee Capital Advisors, LLC1,409$461K0.15%-23813F-HRTimeline
Matthew Goff Investment Advisor, LLC1,408$461K0.08%013F-HRTimeline
Northern Capital Management, Inc.1,404$460K0.2%013F-HR/ATimeline
Financial Planning Navigators CORP1,404$459K0.17%+9113F-HRTimeline
Williams & Novak Wealth Management, LLC1,404$459K0.31%-1413F-HRTimeline
Richmond Investment Services, LLC1,401$459K0.15%-1,54613F-HRTimeline
Seelaus Asset Management LLC1,400$458K0.32%-15413F-HRTimeline
Triune Financial Partners, LLC1,400$458K0.1%-1513F-HRTimeline
Cloud Capital Management, LLC1,400$458K0.17%-6713F-HRTimeline
CHELSEA COUNSEL CO1,392$456K0.19%013F-HRTimeline
WESPAC Advisors, LLC1,389$455K0.22%013F-HRTimeline
Shearwater Capital LLC1,389$455K0.22%-1413F-HRTimeline
Welch Financial Planning, LLC1,389$455K0.26%+42013F-HRTimeline
Nalls Sherbakoff Group, LLC1,383$453K0.32%013F-HRTimeline
DeLarme Wealth Management, Inc.1,382$452K0.26%-4713F-HRTimeline
Integrity Wealth Solutions LLC1,382$452K0.17%+2213F-HRTimeline
Essential Planning, LLC.1,378$451K0.13%-2113F-HRTimeline
Portfolio Strategies, Inc.1,376$450K0.04%013F-HRTimeline
Triton Wealth Management, PLLC1,362$450K0.14%-2013F-HRTimeline
JDH Wealth Management, LLC1,374$450K0.27%-1313F-HRTimeline
Entruity Wealth, LLC1,372$449K0.29%+213F-HRTimeline
John Boyer, Inc.1,369$448K0.39%+413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,311$447K0.06%+7113F-HRTimeline
ENZI WEALTH1,304$447K0.14%-1513F-HRTimeline
Jackson Creek Investment Advisors LLC1,271$447K0.15%-42813F-HRTimeline
Lifestyle Asset Management, Inc.1,363$446K0.12%+11213F-HRTimeline
PlanVest Financial, Inc1,359$445K0.3%+413F-HRTimeline
Outlook Capital Management, LLC1,358$445K0.14%13F-HRTimeline
Provident Wealth Management, LLC1,357$444K0.11%new13F-HRTimeline