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
Richardson Capital Management LLC	1,261	$366K	0.19%	-5	13F-HR Timeline
Leslie Global Wealth, LLC	1,258	$365K	0.19%	+80	13F-HR Timeline
MPS Loria Financial Planners, LLC	1,258	$365K	0.11%	+3	13F-HR Timeline
Kelman-Lazarov, Inc.	1,257	$364K	0.06%	+182	13F-HR Timeline
Aspect Partners, LLC	1,257	$364K	0.18%	+55	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	1,256	$364K	0.3%	-202	13F-HR Timeline
V. M. MANNING & CO., INC.	1,201	$363K	0.4%		13F-HR Timeline
Financial Synergies Wealth Advisors, In…	1,252	$363K	0.04%	+252	13F-HR Timeline
Saxony Capital Management, LLC	1,252	$363K	0.28%	-186	13F-HR Timeline
Verity Asset Management, Inc.	1,247	$362K	0.17%	-10	13F-HR Timeline
Ballew Advisors, Inc	1,221	$361K	0.21%	+2	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	1,244	$361K	0.1%	-36	13F-HR Timeline
Guardian Financial Partners, LLC	1,242	$360K	0.16%	+79	13F-HR Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	1,242	$360K	0.22%	0	13F-HR Timeline
Paul R. Ried Financial Group, LLC	1,240	$359K	0.22%	+29	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	1,238	$359K	0.19%	-11	13F-HR Timeline
Grantvest Financial Group LLC	1,238	$359K	0.27%	-114	13F-HR Timeline
WESTBOURNE INVESTMENTS, INC.	1,235	$358K	0.19%	+280	13F-HR Timeline
Essential Planning, LLC.	1,228	$356K	0.13%	-18	13F-HR Timeline
Paragon Capital Management LLC	1,225	$355K	0.18%	+75	13F-HR Timeline
Freedom Financial Partners LLC	1,220	$354K	0.15%	+4	13F-HR Timeline
LOUNTZIS ASSET MANAGEMENT, LLC	1,216	$353K	0.12%	-92	13F-HR Timeline
MARSHALL FINANCIAL GROUP INC /ADV	1,215	$352K	0.11%	0	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	1,215	$352K	0.22%	+224	13F-HR Timeline
Flower City Capital	1,211	$351K	0.21%	0	13F-HR Timeline
Wealth Management Nebraskain group Wealth Management Nebraska	1,221	$351K	0.05%	0	13F-HR Timeline Group
One Degree Advisors Inc	1,202	$348K	0.12%	new	13F-HR Timeline
TradeLink Capital LLC	1,200	$348K	1.23%	new	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	1,199	$348K	0.07%	+50	13F-HR Timeline Group
Quaker Wealth Management, LLC	1,199	$348K	0.12%	new	13F-HR Timeline
WPWealth LLP	1,196	$347K	0.06%	-57	13F-HR Timeline
Tilson Financial Group, Inc.	1,194	$346K	0.13%	+4	13F-HR Timeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC	1,193	$346K	0.09%	0	13F-HR Timeline
Halter Ferguson Financial Inc.	1,193	$346K	0.13%	+75	13F-HR Timeline
Williams & Novak Wealth Management, LLC	1,193	$346K	0.29%	-100	13F-HR Timeline
O'Brien Wealth Partners LLC	1,192	$346K	0.05%	+11	13F-HR Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	1,192	$346K	0.06%	+2	13F-HR Timeline
Capstone Wealth Management, LLC	1,191	$345K	0.3%	0	13F-HR Timeline
Tribridge Partners Financial LLC	1,191	$345K	0.2%		13F-HR Timeline
Cutler Capital Management, LLC	1,188	$344K	0.12%	-122	13F-HR Timeline
Quad-Cities Investment Group, LLC	1,185	$343K	0.16%	-11	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	1,184	$343K	0.15%	+4	13F-HR Timeline
Brown Financial Advisory	1,183	$343K	0.19%	+265	13F-HR Timeline
Prairiewood Capital, LLC	1,181	$342K	0.13%	+68	13F-HR Timeline
Financial Advisory Corp	1,177	$341K	0.05%	+2	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	1,175	$341K	0.12%	0	13F-HR Timeline
IAG Wealth Partners, LLC	1,175	$341K	0.05%	0	13F-HR Timeline
Bullseye Investment Management, LLC	1,388	$341K	0.21%	0	13F-HR Timeline
Clear Point Advisors Inc.	1,174	$340K	0.29%	+3	13F-HR Timeline
Capital Market Strategies LLC	1,170	$339K	0.24%	+77	13F-HR Timeline
SATOVSKY ASSET MANAGEMENT LLC	1,169	$339K	0.07%	+23	13F-HR Timeline
Concentrum Wealth Management	1,169	$339K	0.11%	+162	13F-HR Timeline
OMNI 360 Wealth, Inc.	1,167	$338K	0.21%	+1	13F-HR/A Timeline
Asset Allocation Strategies LLC	1,167	$338K	0.07%	+2	13F-HR Timeline
Cannon Wealth Management Services, LLC	1,166	$338K	0.28%	+3	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	1,164	$337K	0.11%	+503	13F-HR Timeline
BLVD Private Wealth, LLC	1,164	$337K	0.32%		13F-HR Timeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…	1,163	$337K	0.05%	new	13F-HR Timeline Group
Life Planning Partners, Inc	1,162	$337K	0.27%	+100	13F-HR Timeline
Conrad Siegel Investment Advisors, Inc.	1,161	$337K	0.08%	-23	13F-HR Timeline
Sageworth Trust Co of South Dakota	1,160	$336K	0.36%	0	13F-HR Timeline
Wrenne Financial Planning LLC	1,159	$336K	0.16%	-38	13F-HR Timeline
MTM FINANCIAL GROUP, LLC	1,157	$335K	0.18%	0	13F-HR Timeline
Significant Wealth Partners LLC	1,154	$335K	0.16%	-10	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	1,157	$334K	0.23%	-11	13F-HR Timeline
Saudi Central Bank	1,150	$333K	0.01%	+42	13F-HR Timeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC	1,147	$333K	0.11%	0	13F-HR Timeline
Western Pacific Wealth Management, LP	1,146	$332K	0.32%	-170	13F-HR Timeline
Family Capital Management, Inc.	1,146	$332K	0.17%	-91	13F-HR Timeline
Rinkey Investments	1,144	$332K	0.1%	new	13F-HR Timeline
JDH Wealth Management, LLC	1,141	$331K	0.25%	+12	13F-HR Timeline
Human Investing LLC	1,139	$330K	0.05%	+3	13F-HR Timeline
Disciplined Investments, LLC	1,135	$329K	0.14%	-38	13F-HR Timeline
O'Connor Financial Group LLC	1,110	$329K	0.14%	+42	13F-HR Timeline
Caerus Investment Advisors, LLC	1,133	$328K	0.31%	0	13F-HR Timeline
Landing Point Financial Group, LLC	1,133	$328K	0.21%	+45	13F-HR Timeline
CLARIS ADVISORS, LLC / MO /	1,129	$327K	0.11%	-1,311	13F-HR Timeline
Ironsides Asset Advisors, LLC	1,126	$327K	0.09%	+95	13F-HR Timeline
Orgel Wealth Management, LLC	1,126	$326K	0.01%	+11	13F-HR Timeline
Lifestyle Asset Management, Inc.	1,117	$324K	0.15%	+100	13F-HR Timeline
AUXIER ASSET MANAGEMENT LLC	1,115	$323K	0.05%	0	13F-HR Timeline
Retireful, LLC	1,115	$323K	0.22%	-163	13F-HR Timeline
USAdvisors Wealth Management, LLC	1,113	$323K	0.12%	-114	13F-HR Timeline
Stonehearth Capital Management, LLC	1,114	$323K	0.13%	0	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	1,114	$323K	0.22%	+2	13F-HR Timeline
HILLTOP WEALTH ADVISORS, LLC	1,112	$322K	0.18%	-74	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	1,110	$322K	0.21%	0	13F-HR Timeline
EAGLE CAPITAL MANAGEMENT LLC	1,109	$322K	<0.01%	-320	13F-HR Timeline
Nautilus Advisors LLC	1,107	$321K	0.24%	+2	13F-HR Timeline
WARNER FINANCIAL, INC	1,106	$321K	0.13%	0	13F-HR Timeline
Astra Wealth Partners LLC	1,106	$321K	0.26%	+152	13F-HR Timeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…	1,104	$320K	0.05%	0	13F-HR Timeline
ACT Advisors, LLC.	1,103	$320K	0.15%	+122	13F-HR Timeline
East Coast Asset Management, LLC.	1,100	$319K	0.11%	0	13F-HR Timeline
TPG Financial Advisors, LLC	1,100	$319K	0.13%	-1	13F-HR Timeline
ZEVIN ASSET MANAGEMENT LLC	1,097	$318K	0.05%	+47	13F-HR Timeline
MBB PUBLIC MARKETS I LLC	1,096	$318K	0.04%	-245	13F-HR Timeline
Whitcomb & Hess, Inc.	1,094	$317K	0.09%	-196	13F-HR Timeline
TD Capital Management LLC	1,093	$317K	0.03%	+421	13F-HR Timeline
MA Private Wealth	1,093	$317K	0.06%	0	13F-HR Timeline
Stack Financial Management, Inc	1,091	$316K	0.03%	0	13F-HR Timeline
Parkshore Wealth Management, Inc.	1,091	$316K	0.15%	0	13F-HR Timeline
McClarren Financial Advisors, Inc.	1,091	$316K	0.21%	-63	13F-HR Timeline
Iron Horse Wealth Management, LLC	1,091	$316K	0.09%	-175	13F-HR Timeline
New England Research & Management, Inc.	1,089	$316K	0.15%	+24	13F-HR Timeline
RFG Holdings, Inc.	1,089	$316K	0.09%	+129	13F-HR Timeline
LifeGoal Investments, LLC	1,088	$315K	0.3%	new	13F-HR Timeline
Skyline Advisors, Inc.	1,086	$315K	0.12%	-28	13F-HR Timeline
VanderPol Investments L.L.C.	1,079	$313K	0.66%	-42	13F-HR Timeline
Demars Financial Group, LLC	1,078	$313K	0.12%	new	13F-HR Timeline
Newton One Investments LLC	1,076	$312K	0.1%	+6	13F-HR Timeline
CAPSTONE CAPITAL LLC	1,073	$311K	0.23%	0	13F-HR Timeline
SIGNAL TREE FINANCIAL PARTNERS LLC	1,073	$311K	0.27%	-33	13F-HR Timeline
Arrowroot Family Office, LLC	1,069	$310K	0.14%		13F-HR Timeline
EPIQ PARTNERS, LLC	1,068	$310K	0.16%	0	13F-HR Timeline
4J Wealth Management LLC	1,068	$310K	0.21%	+5	13F-HR Timeline
BAKER BOYER NATIONAL BANK	1,065	$309K	0.11%	0	13F-HR Timeline
Templeton & Phillips Capital Management…	1,065	$309K	0.22%	0	13F-HR Timeline
Parkside Advisors LLC	1,064	$308K	0.07%	0	13F-HR Timeline
Sebold Capital Management, Inc.	1,063	$308K	0.19%	-21	13F-HR Timeline
Lesa Sroufe & Co	1,061	$308K	0.28%	0	13F-HR Timeline
Pachira Investments Inc.	1,060	$307K	0.23%	+208	13F-HR Timeline
LPWM LLC	1,060	$307K	0.09%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	1,059	$307K	0.21%	+49	13F-HR Timeline
Bellwether Advisors, LLC	1,057	$306K	0.05%	-26	13F-HR Timeline
Comprehensive Financial Management LLC	1,053	$305K	0.01%	0	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	1,053	$305K	0.28%	-6,488	13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	1,053	$305K	0.09%	-406	13F-HR/A Timeline
Brueske Advisory Services, LLC	1,051	$305K	0.21%	+11	13F-HR Timeline
WFA of San Diego, LLC	1,050	$304K	0.22%		13F-HR Timeline
PFS Partners, LLC	1,050	$304K	0.15%	+95	13F-HR Timeline
Pacific Sage Partners, LLC	1,047	$304K	0.06%	+28	13F-HR Timeline
Mountain Capital Investment Advisors In…	1,043	$303K	0.06%	-57	13F-HR Timeline
Conservest Capital Advisors, Inc.	1,045	$303K	0.03%	+112	13F-HR Timeline
SFM, LLC d/b/a Sweeney Financial Adviso…	1,045	$303K	0.19%	+73	13F-HR Timeline
Stone House Investment Management, LLC	1,045	$303K	0.06%	-268	13F-HR Timeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…	1,042	$302K	0.06%	0	13F-HR Timeline
ACT WEALTH MANAGEMENT, LLC	1,042	$302K	0.13%	-84	13F-HR Timeline
Longview Financial Advisors LLC	1,040	$302K	0.19%	0	13F-HR Timeline
Dash Acquisitions Inc.	1,015	$301K	0.06%	0	13F-HR Timeline
Spectrum Planning & Advisory Services I…	1,030	$299K	0.19%	new	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	1,029	$298K	0.19%	-11	13F-HR Timeline
Advisory Resource Group	1,026	$297K	0.06%	-67	13F-HR Timeline
Avion Wealth	1,027	$297K	0.07%	-283	13F-HR/A Timeline
Annandale Capital, LLC	1,026	$297K	0.05%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	1,024	$297K	0.07%	-53	13F-HR Timeline
WorthPointe, LLC	1,017	$295K	0.12%	-418	13F-HR Timeline
Davidson Kahn Capital Management, LLC	1,017	$295K	0.19%	0	13F-HR Timeline
City Center Advisors, LLC	1,015	$294K	0.32%	+138	13F-HR Timeline
MAS Advisors LLC	1,013	$294K	0.48%	+1	13F-HR Timeline
Financial Guidance Group, Inc.	1,011	$293K	0.14%	0	13F-HR Timeline
StoneCrest Wealth Management, Inc.	1,011	$293K	0.14%	+11	13F-HR Timeline
Sterling Manor Financial, LLC	1,010	$293K	0.2%	+20	13F-HR Timeline
Kure Advisory, LLC	1,008	$292K	0.19%	-7	13F-HR/A Timeline
SWP FINANCIAL LLC	1,007	$292K	0.16%	0	13F-HR Timeline
Gruss & Co., LLC	1,000	$290K	1.35%	-1,000	13F-HR Timeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC	1,000	$290K	0.04%	0	13F-HR Timeline Group
CUMBERLAND ADVISORS INC	1,000	$290K	0.12%	-367	13F-HR Timeline
Mraz, Amerine & Associates, Inc.	1,000	$290K	0.05%	-100	13F-HR Timeline
Aspiring Ventures, LLC	998	$289K	0.13%	-7	13F-HR Timeline
Flagship Private Wealth, LLC	996	$289K	0.12%	+4	13F-HR/A Timeline
McGrath & Associates, Inc.	996	$289K	0.47%	0	13F-HR Timeline
Eastover Investment Advisors LLC	993	$288K	0.13%	+158	13F-HR Timeline
AAF Wealth Management, LLC	989	$287K	0.13%	-79	13F-HR Timeline
Kaufman Rossin Wealth, LLC	988	$286K	0.18%	+79	13F-HR Timeline
HRC WEALTH MANAGEMENT, LLC	987	$286K	0.15%	+1	13F-HR Timeline
WealthCollab, LLC	986	$286K	0.16%	0	13F-HR Timeline
NOVUS ADVISORS, LLC	985	$286K	0.44%	-101	13F-HR Timeline
Boston Common Asset Management, LLC	984	$285K	0.01%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	980	$284K	0.11%	+758	13F-HR Timeline
Dale Q Rice Investment Management Ltd	993	$284K	0.24%	-1,075	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	978	$284K	0.15%	+38	13F-HR Timeline
GEM Asset Management, LLC	970	$283K	0.15%	+64	13F-HR Timeline
SIMS INVESTMENT MANAGEMENT, LLC	975	$283K	0.11%	-8	13F-HR Timeline
Fusion Family Wealth, LLC	973	$282K	0.02%	+1	13F-HR Timeline
BALANCED WEALTH GROUP LLC	952	$282K	0.12%	new	13F-HR Timeline
Front Street Capital Management, Inc.	974	$282K	0.05%	-11	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	972	$282K	0.19%	+63	13F-HR Timeline
Stonebridge Wealth Management, LLC	971	$282K	0.27%		13F-HR Timeline
Innovative Wealth Building LLC	965	$280K	0.23%	+22	13F-HR Timeline
Aurdan Capital Management, LLC	964	$280K	0.1%	+50	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	963	$279K	0.07%	new	13F-HR Timeline
Next Level Wealth Planning, LLC	963	$279K	0.18%	+1	13F-HR Timeline
Kropog Financial Group, LLC	962	$279K	0.24%	-2	13F-HR Timeline
Equita Financial Network, Inc.	962	$279K	0.11%	-783	13F-HR Timeline
Allegiance Financial Group Advisory Ser…	960	$278K	0.07%	-772	13F-HR Timeline
Prairie Wealth Advisors, Inc.	960	$278K	0.12%	-207	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	958	$278K	0.23%	-38	13F-HR Timeline
Avant Capital LLC	957	$277K	0.22%	+5	13F-HR Timeline
Coston, McIsaac & Partners	955	$277K	0.07%	-283	13F-HR Timeline
THEORY FINANCIAL LLC	935	$277K	0.11%	+10	13F-HR Timeline
Timber Creek Capital Management LLC	950	$277K	0.07%	0	13F-HR Timeline
Daner Wealth Management, LLC	945	$277K	0.19%		13F-HR Timeline
CHECK CAPITAL MANAGEMENT INC/CA	953	$276K	0.02%	+1	13F-HR Timeline
Lloyd Advisory Services, LLC.	952	$276K	0.13%	new	13F-HR Timeline
Carroll Investors, Inc	956	$276K	0.15%	0	13F-HR Timeline
Noble Family Wealth, LLC	950	$275K	0.07%	0	13F-HR Timeline
AtlasMark Financial, Inc	950	$275K	0.21%	-12	13F-HR Timeline
Magnolia Wealth Management, LLC	949	$275K	0.18%	0	13F-HR Timeline
Synergy Financial Group, LTD	946	$274K	0.2%	+15	13F-HR Timeline