JPM JPMORGAN CHASE & CO

COM (common), issuer CIK 19617

5,079 managers (5,156 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,050,104 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers: 5,079
13F filers: 5,156
New: 117
Added: 1,970
Reduced: 2,154
Sold out: 87
Shares held by filers: 1,989,050,104

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.

Holder	Shares	Value	% of portfolio	Change	Source
GREENUP STREET WEALTH MANAGEMENT LLC	1,698	$547K	0.08%	-12,605	13F-HR/A Timeline
Jupiter Wealth Management LLC	1,804	$546K	0.24%	0	13F-HR Timeline
Allie Family Office LLC	1,691	$545K	0.25%	0	13F-HR Timeline
Nova R Wealth, Inc.	1,689	$544K	0.2%	+27	13F-HR Timeline
James Reed Financial Services, Inc.	1,684	$543K	0.43%	+12	13F-HR Timeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	1,681	$542K	0.23%	+5	13F-HR Timeline
Garner Asset Management Corp	1,681	$542K	0.21%	+2	13F-HR Timeline
Walker Financial Services, Inc.	1,679	$541K	0.2%	-95	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	1,678	$541K	0.21%	+230	13F-HR Timeline
IronBridge Private Wealth, LLC	1,674	$539K	0.17%	0	13F-HR Timeline
Blackston Financial Advisory Group, LLC	1,668	$537K	0.33%	-141	13F-HR Timeline
Genesee Capital Advisors, LLC	1,667	$537K	0.22%	+6	13F-HR Timeline
Fund Advisors of America Inc/FL	1,666	$537K	0.49%		13F-HR Timeline
IMG Wealth Management, Inc.	1,666	$537K	0.34%	+123	13F-HR Timeline
STEVENS CAPITAL PARTNERS	1,665	$536K	0.14%	+543	13F-HR Timeline
Kinloch Capital, LLC	1,662	$536K	0.23%	-366	13F-HR Timeline
Rockbridge Investment Management, LCC	1,661	$535K	0.05%	-648	13F-HR Timeline
Prism Planning Partners LLC	1,659	$535K	0.6%		13F-HR Timeline
Cauble & Harre Wealth Management, Inc.	1,658	$534K	0.45%		13F-HR Timeline
Ewing Morris & Co. Investment Partners …	1,635	$533K	0.23%	+16	13F-HR Timeline
Fearless Solutions, LLC dba Best Invest	1,655	$533K	0.32%	-25	13F-HR Timeline
American Institute for Advanced Investm…	1,675	$533K	0.34%	+37	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	1,653	$533K	0.13%	+1	13F-HR Timeline
CWC Advisors, LLC.	1,650	$532K	0.26%	+51	13F-HR Timeline
Integrated Capital Management, LLC	1,648	$531K	0.23%	-76	13F-HR Timeline
Safe Harbor Wealth Advisors, LLC	1,749	$529K	0.51%		13F-HR Timeline
CacheTech Inc.	1,643	$529K	0.1%	+750	13F-HR Timeline
Wealth Watch Advisors, INC	1,638	$528K	0.2%	+529	13F-HR Timeline
Trace Wealth Advisors, LLC	1,632	$526K	0.38%	+101	13F-HR Timeline
Hutchens & Kramer Investment Management…	1,632	$526K	0.18%	-95	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	1,715	$526K	0.2%	+40	13F-HR Timeline
Endowment Wealth Management, Inc.	1,630	$525K	0.24%	+265	13F-HR Timeline
Global Wealth Strategies & Associates	1,630	$525K	0.13%	-125	13F-HR Timeline
Yoder Wealth Management, Inc.	1,629	$525K	0.24%	+43	13F-HR Timeline
CMH Wealth Management LLC	1,628	$525K	0.11%	+825	13F-HR Timeline
J HAGAN CAPITAL, INC.	1,628	$525K	0.29%	-223	13F-HR Timeline
Smith & Howard Wealth Management, LLC	1,628	$525K	0.12%	0	13F-HR Timeline
Solano Wealth Investment Advisors LLC	1,626	$524K	0.26%	+1	13F-HR Timeline
Axim Planning & Wealth	1,622	$523K	0.56%	-95	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	1,619	$522K	0.15%	+136	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,624	$521K	0.27%	+31	13F-HR Timeline
Petix & Botte Co	1,616	$521K	0.12%	0	13F-HR Timeline
Berkshire Money Management, Inc.	1,616	$521K	0.05%	new	13F-HR Timeline
Kendall Capital Management	1,613	$520K	0.11%	+115	13F-HR Timeline
Strata Wealth Advisors, LLC	1,610	$519K	0.14%	+36	13F-HR Timeline
Granite FO LLC	1,608	$518K	0.28%	-45	13F-HR Timeline
Sage Financial Management Group, Inc.	1,607	$518K	0.16%	+124	13F-HR Timeline
Luken Investment Analytics, LLC	1,599	$515K	0.2%	-586	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	1,596	$514K	0.29%	-718	13F-HR Timeline
Trevian Wealth Management LLC	1,596	$514K	0.24%	+9	13F-HR Timeline
Townsend & Associates, Inc	1,661	$514K	0.05%	+18	13F-HR Timeline
Cedarwood Wealth LLC	1,702	$512K	0.57%		13F-HR Timeline
AVALON CAPITAL MANAGEMENT	1,587	$511K	0.12%	0	13F-HR Timeline
Hobbs Group Advisors, LLC	1,586	$511K	0.15%	+28	13F-HR Timeline
Lipe & Dalton	1,585	$511K	0.25%	-80	13F-HR Timeline
Belleair Asset Management, LLC	1,585	$511K	0.49%		13F-HR Timeline
Wealth Quarterback LLC	1,585	$511K	0.18%	+129	13F-HR Timeline
Freedom Day Solutions, LLC	1,581	$509K	0.14%	-13	13F-HR Timeline
Everest Private Wealth	1,574	$507K	0.28%	-114	13F-HR Timeline
Denver PWM, LLC	1,747	$507K	0.17%	0	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	1,570	$506K	0.29%	+21	13F-HR Timeline
OBSIDIAN CIO, LLC	1,569	$506K	0.75%	-5,234	13F-HR Timeline
Frederick Financial Consultants, LLC	1,568	$505K	0.28%	+115	13F-HR Timeline
ShoreHaven Wealth Partners, LLC	1,567	$505K	0.18%	+44	13F-HR Timeline
CHICKASAW CAPITAL MANAGEMENT LLC	1,566	$505K	0.02%	-5	13F-HR Timeline
Baskin Financial Services Inc.	1,562	$503K	0.04%	0	13F-HR Timeline
Cannon Financial Strategists, Inc.	1,559	$502K	0.07%	0	13F-HR Timeline
Seelaus Asset Management LLC	1,554	$501K	0.4%	0	13F-HR Timeline
NerdWallet Wealth Partners, LLC	1,553	$500K	0.22%	-12	13F-HR Timeline
WAYSTONE ADVISORS LLC	1,551	$500K	0.43%		13F-HR Timeline
BOURNE LENT ASSET MANAGEMENT INC	1,550	$499K	0.17%	0	13F-HR Timeline
Independent Wealth Network Inc.	1,549	$499K	0.15%	-90	13F-HR Timeline
ERn Financial, LLC	1,549	$499K	0.09%	0	13F-HR Timeline
Plotkin Financial Advisors, LLC	1,549	$499K	0.24%	+49	13F-HR Timeline
Able Wealth Management LLC	1,659	$497K	0.16%	+145	13F-HR Timeline
Mezzasalma Advisors, LLC	1,525	$496K	0.12%	0	13F-HR Timeline
Bucket List Wealth Management, LLC	1,538	$496K	0.3%		13F-HR Timeline
INSTRUMENTAL WEALTH, LLC	1,618	$495K	0.3%	+107	13F-HR Timeline
Warburton Capital Management, LLC	1,539	$495K	0.28%	+114	13F-HR Timeline
Wealth Management Nebraskain group Wealth Management Nebraska	1,533	$494K	0.06%	+298	13F-HR Timeline Group
Twin Tree Management, LP	1,533	$494K	0.05%	new	13F-HR Timeline
Kagan Cocozza Asset Management	1,532	$494K	0.35%	-91	13F-HR Timeline
25 LLC	1,527	$492K	0.16%	+66	13F-HR Timeline
Dynamic Wealth Strategies, LLC	1,527	$492K	0.29%	+18	13F-HR Timeline
BlueStem Wealth Partners, LLC	1,525	$491K	0.05%	-126	13F-HR Timeline
RAM Investment Partners, LLC	1,524	$491K	0.09%	-1,151	13F-HR Timeline
Prospect Financial Services LLC	1,524	$491K	0.28%	-23	13F-HR Timeline
Ascension Capital Advisors, Inc.	1,520	$490K	0.17%	0	13F-HR Timeline
SHERBROOKE PARK ADVISERS LLC	1,518	$489K	1.26%	new	13F-HR Timeline
ARQ WEALTH ADVISORS, LLC	1,513	$488K	0.13%	-637	13F-HR Timeline
MITCHELL & PAHL PRIVATE WEALTH, LLC	1,511	$487K	0.2%	-3	13F-HR Timeline
RS CRUM INC.	1,507	$486K	0.1%	0	13F-HR Timeline
KRAEMATON INVESTMENT ADVISORS, INC	1,507	$486K	0.39%	+7	13F-HR Timeline
Dunhill Financial, LLC	1,824	$485K	0.12%	+365	13F-HR Timeline
Clientfirst Wealth Management, LLC	1,504	$485K	0.39%	0	13F-HR Timeline
EntryPoint Capital, LLC	1,503	$484K	0.19%	+609	13F-HR Timeline
Lighthouse Financial LLC	1,502	$484K	0.32%	+35	13F-HR Timeline
Arta Finance Wealth Management LLC	1,508	$484K	0.25%		13F-HR Timeline
Highlander Partners, L.P.	1,500	$483K	0.17%	0	13F-HR Timeline
Stembrook Asset Management, LLC	1,500	$483K	0.46%		13F-HR Timeline
NOTTINGHAM ADVISORS, INC.	1,499	$483K	0.07%	-3	13F-HR Timeline
Boyd Wealth Management, LLC	1,498	$483K	0.2%	0	13F-HR Timeline
Freestate Advisors LLC	1,494	$482K	0.39%	-32	13F-HR Timeline
Barnes Dennig Private Wealth Management…	1,494	$481K	0.48%	+53	13F-HR Timeline
BankChampaign, National Association	1,493	$481K	0.48%		13F-HR Timeline
COTTONWOOD CAPITAL ADVISORS, LLC	1,492	$481K	0.34%	-44	13F-HR Timeline
Ruedi Wealth Management, Inc.	1,492	$481K	0.13%	-28	13F-HR Timeline
AdvisorShares Investments LLC	1,490	$480K	0.08%	-60	13F-HR Timeline
Morey & Quinn Wealth Partners, LLC	1,489	$480K	0.34%	0	13F-HR Timeline
MontVue Capital Management, Inc.	1,486	$479K	0.32%	-55	13F-HR Timeline
Demars Financial Group, LLC	1,486	$479K	0.16%	0	13F-HR Timeline
ADG Wealth Management Group, LLC	1,483	$478K	0.36%	+60	13F-HR Timeline
CAPITAL COUNSEL LLC/NY	1,481	$477K	0.02%	0	13F-HR Timeline
Heritage Wealth Management, Inc./Texas	1,474	$475K	0.21%	+6	13F-HR Timeline
Englebert Financial Advisers, LLC	1,469	$473K	0.54%		13F-HR Timeline
MARS JEWETT FINANCIAL GROUP, INC.	1,521	$473K	0.14%		13F-HR Timeline
BROGAN FINANCIAL, INC.	1,468	$473K	0.21%	-345	13F-HR Timeline
WorthPointe, LLC	1,467	$473K	0.12%	+454	13F-HR Timeline
Front Street Capital Management, Inc.	1,466	$472K	0.07%	-508	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	1,464	$472K	0.17%	+22	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	1,461	$471K	0.14%	-29	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	1,461	$471K	0.09%	0	13F-HR Timeline
Trailhead Planners LLC	1,461	$471K	0.46%		13F-HR Timeline
Private Capital Advisors, Inc.	1,457	$469K	0.05%	+7	13F-HR Timeline
GK Wealth Management LLC	1,453	$468K	0.34%	-158	13F-HR Timeline
Madrona Financial Services, LLC	1,450	$467K	0.1%	-69	13F-HR Timeline
PATHWAY WEALTH MANAGEMENT LLC	1,450	$467K	0.43%		13F-HR Timeline
RFG Holdings, Inc.	1,446	$466K	0.12%	+130	13F-HR Timeline
OakTrust Wealth Advisors, LLC	1,443	$465K	0.43%		13F-HR Timeline
Towerpoint Wealth, LLC	1,443	$465K	0.18%	-13	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	1,442	$465K	0.14%	+15	13F-HR Timeline
Triune Financial Partners, LLC	1,515	$464K	0.11%	-64	13F-HR Timeline
CenterStar Asset Management, LLC	1,436	$463K	0.73%	new	13F-HR Timeline
RIA Advisory Group LLC	1,428	$460K	0.11%	-289	13F-HR Timeline
New England Professional Planning Group…	1,427	$460K	0.19%	0	13F-HR Timeline
Clarus Wealth Advisors	1,478	$460K	0.19%	+200	13F-HR Timeline
Davidson Kahn Capital Management, LLC	1,426	$459K	0.24%	+129	13F-HR Timeline
Warther Private Wealth, LLC	1,423	$459K	0.11%	+139	13F-HR Timeline
EDMP, INC.	1,419	$457K	0.38%	-170	13F-HR Timeline
Oxbow Advisors, LLC	1,417	$457K	0.04%	-14	13F-HR Timeline
Guardian Financial Partners, LLC	1,416	$456K	0.19%	+86	13F-HR Timeline
ADE, LLC	1,414	$456K	0.22%	0	13F-HR Timeline
Todd Wealth Management, LLC	1,410	$454K	0.41%		13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	1,410	$454K	0.11%	+30	13F-HR Timeline
Live Oak Investment Partners	1,409	$454K	0.28%	-15	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	1,409	$454K	0.15%	+80	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	1,408	$454K	0.08%	-50	13F-HR Timeline
Bellecapital International Ltd.	1,407	$453K	0.08%	+157	13F-HR Timeline
Lavaca Capital LLC	1,407	$453K	0.08%	0	13F-HR Timeline
Dodds Wealth, LLC	1,407	$453K	0.11%	-100	13F-HR Timeline
Redwood Financial Network Corp	1,406	$453K	0.29%	+115	13F-HR Timeline
Eaton-Cambridge Inc.	1,406	$453K	0.15%	+54	13F-HR Timeline
RMG Wealth Management LLC	1,482	$453K	0.06%	-58	13F-HR Timeline
Northern Capital Management, Inc.	1,404	$452K	0.24%	-3	13F-HR Timeline
DeLarme Wealth Management, Inc.	1,404	$452K	0.32%		13F-HR Timeline
Cooke Wealth Management, LLC	1,468	$452K	0.39%		13F-HR Timeline
Saxony Capital Management, LLC	1,402	$452K	0.28%	0	13F-HR Timeline
MAD RIVER INVESTORS	1,400	$451K	0.21%	0	13F-HR Timeline
R Squared Ltd	1,399	$451K	0.21%	new	13F-HR Timeline
Essential Planning, LLC.	1,399	$451K	0.14%	+33	13F-HR Timeline
Traub Capital Management LLC	1,399	$451K	0.43%	-9	13F-HR Timeline
STERLING INVESTMENT MANAGEMENT, LLC	1,398	$450K	0.26%	0	13F-HR Timeline
Legacy PCG, LLC	1,393	$449K	0.28%	0	13F-HR Timeline
CHELSEA COUNSEL CO	1,392	$449K	0.19%	-3	13F-HR Timeline
LifeGoal Investments, LLC	1,392	$449K	0.3%	+227	13F-HR Timeline
Marotta Asset Management	1,390	$448K	0.08%	0	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	1,390	$448K	0.24%	+64	13F-HR Timeline
Crane Advisory, LLC	1,376	$446K	0.07%	+85	13F-HR Timeline
Verity Asset Management, Inc.	1,385	$446K	0.19%	+233	13F-HR Timeline
Nalls Sherbakoff Group, LLC	1,383	$446K	0.32%	-1,000	13F-HR Timeline
OAK RIDGE INVESTMENTS LLC	1,379	$444K	0.03%	-239	13F-HR Timeline
SFM, LLC d/b/a Sweeney Financial Adviso…	1,378	$444K	0.26%	+238	13F-HR Timeline
Avondale Wealth Management	1,375	$443K	0.23%	0	13F-HR Timeline
Zinnia Wealth Advisory, LLC	1,374	$443K	0.48%		13F-HR Timeline
Lutz Financial Services LLC	1,374	$443K	0.03%	-160	13F-HR Timeline
Entruity Wealth, LLC	1,370	$441K	0.31%	0	13F-HR Timeline
Asset Allocation Strategies LLC	1,369	$441K	0.08%	+201	13F-HR Timeline
Godfrey Financial Associates, Inc.	1,367	$441K	0.38%		13F-HR Timeline
Life Planning Partners, Inc	1,366	$440K	0.34%	0	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	1,365	$440K	0.14%	+3	13F-HR Timeline
Corus Family Wealth Advisors	1,362	$439K	0.35%	-63	13F-HR Timeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …	1,360	$438K	0.13%	-76	13F-HR Timeline
Kondo Wealth Advisors, Inc.	1,357	$437K	0.17%	-18	13F-HR Timeline
Valpey Financial Services, LLC	1,357	$437K	0.28%	+17	13F-HR/A Timeline
Silverberg Bernstein Capital Management…	1,354	$436K	0.25%	0	13F-HR Timeline
PURA VIDA INVESTMENTS, LLC	1,350	$435K	1.63%	new	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	1,345	$433K	0.23%	0	13F-HR Timeline
Yeomans Consulting Group, Inc.	1,345	$433K	0.13%	-54	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	1,344	$433K	0.27%	+1	13F-HR Timeline
Integrity Wealth Solutions LLC	1,341	$432K	0.17%	+1	13F-HR Timeline
United American Securities Inc. (d/b/a …in group United American Securities In…	1,339	$431K	0.09%	new	13F-HR Timeline Group
Oregon Pacific Wealth Management, LLC	1,336	$430K	0.44%	-23	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	1,334	$430K	0.06%	-18	13F-HR Timeline
ADAPT WEALTH ADVISORS, LLC	1,332	$429K	0.15%	+87	13F-HR Timeline
Avos Capital Management, LLC	1,331	$429K	0.19%	0	13F-HR Timeline
Clear Point Advisors Inc.	1,541	$428K	0.33%	+219	13F-HR Timeline
Triton Wealth Management, PLLC	1,382	$428K	0.16%	0	13F-HR Timeline
Tumwater Wealth Management, LLC	1,327	$428K	0.17%	0	13F-HR Timeline
Harborfront Financial Group LLC	1,325	$427K	3.18%		13F-HR Timeline
Geometric Wealth Advisors	1,325	$427K	0.05%	+59	13F-HR Timeline