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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
Stone House Investment Management, LLC1,354$443K0.06%+17613F-HRTimeline
Delos Wealth Advisors, LLC1,352$443K0.23%+38613F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,351$442K<0.01%-9,05013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
BROGAN FINANCIAL, INC.1,350$442K0.18%-10413F-HRTimeline
PURA VIDA INVESTMENTS, LLC1,350$442K1.19%013F-HRTimeline
JMN Financial LLC1,350$442K0.34%+12713F-HRTimeline
J HAGAN CAPITAL, INC.1,346$441K0.2%+13613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.1,344$440K0.07%+19013F-HRTimeline
New England Professional Planning Group…1,341$439K0.16%-8613F-HRTimeline
Guardian Financial Partners, LLC1,339$438K0.17%-8313F-HRTimeline
Harborfront Financial Group LLC1,333$436K1.64%13F-HRTimeline
Three Seasons Wealth, LLC1,332$436K0.04%+51013F-HRTimeline
Sankala Group LLC1,202$436K0.29%-17913F-HRTimeline
Valpey Financial Services, LLC1,330$435K0.26%013F-HRTimeline
Traub Capital Management LLC1,330$435K0.39%-1313F-HRTimeline
DWR WEALTH MANAGEMENT, LLC1,321$435K0.33%+16413F-HRTimeline
WPG Advisers, LLC1,329$435K0.26%+35313F-HRTimeline
Tumwater Wealth Management, LLC1,327$434K0.16%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,325$434K0.06%new13F-HRTimeline
L.K. Benson & Company, P.C.1,325$434K0.13%013F-HRTimeline
Graham Capital Management, L.P.1,324$433K0.01%new13F-HRTimeline
Graney & King, LLC1,320$432K0.16%+43513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,320$432K0.25%+50113F-HRTimeline
Valued Retirements, Inc.1,319$432K0.39%013F-HRTimeline
Oak Thistle LLC1,319$432K0.04%new13F-HRTimeline
Intentional Wealth Strategies, LLC1,319$432K0.4%-2913F-HRTimeline
Hubbell Strickland Wealth Management, L…1,306$427K0.15%+11513F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC1,304$427K0.13%-1,11313F-HRTimeline
RD Lewis Holdings, Inc.1,188$427K0.32%new13F-HRTimeline
WPWealth LLP1,303$427K0.06%+3913F-HRTimeline
Sage Capital Management, LLC1,302$426K0.17%+413F-HRTimeline
Richardson Capital Management LLC1,302$426K0.18%-813F-HRTimeline
PARK CIRCLE Co1,300$426K0.38%013F-HRTimeline
Praxis Capital Management LLC1,300$426K0.67%-1,96313F-HRTimeline
KELLY FINANCIAL GROUP LLC1,299$425K0.09%-713F-HRTimeline
REBALANCE, LLC1,296$424K0.02%+6113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,290$423K0.25%+613F-HRTimeline
AlphaGrep UK Ltd1,291$423K0.13%-3,00013F-HRTimeline
Rock Point Advisors, LLC1,290$422K0.1%013F-HRTimeline
Leslie Global Wealth, LLC1,290$422K0.16%-1113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,289$422K0.11%013F-HRTimeline
Axiom Financial Strategies, LLC1,288$422K0.13%+1813F-HRTimeline
Mustard Seed Financial, LLC1,287$421K0.22%013F-HRTimeline
HEARTLAND ADVISORS INC1,285$421K0.02%013F-HRTimeline
Orgel Wealth Management, LLC1,284$420K0.01%+8713F-HRTimeline
Rialto Wealth Management, LLC1,282$420K0.08%+9713F-HRTimeline
Longview Financial Advisors LLC1,280$419K0.21%-4813F-HRTimeline
AdviceOne Advisory Services, LLC1,278$418K0.24%+113F-HRTimeline
Human Investing LLC1,277$418K0.05%+313F-HR/ATimeline
Cascade Wealth Advisors, Inc1,168$418K0.17%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,276$418K0.16%-8113F-HRTimeline
Clear Point Advisors Inc.1,272$416K0.37%-145,12013F-HRTimeline
SFG Wealth Management, LLC.1,269$415K0.15%-25213F-HRTimeline
Quartz Partners, LLC1,268$415K0.14%+8613F-HRTimeline
Lakeside Advisors, INC.1,267$415K0.26%+113F-HRTimeline
Godfrey Financial Associates, Inc.1,266$415K0.32%-9813F-HRTimeline
MPS Loria Financial Planners, LLC1,266$414K0.1%+213F-HRTimeline
Zinnia Wealth Advisory, LLC1,265$414K0.42%-1113F-HRTimeline
Millington Financial Advisors, LLC1,213$414K0.16%+44313F-HRTimeline
Numerai GP LLC1,264$414K0.03%+40213F-HRTimeline
CDKV HOLDINGS LLC1,262$413K0.32%013F-HRTimeline
Arcus Capital Partners, LLC1,261$413K0.17%-19213F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,259$412K0.27%-413F-HRTimelineGroup
Balanced Rock Investment Advisors LLC1,259$412K0.26%+15113F-HRTimeline
Aurdan Capital Management, LLC1,258$412K0.1%+17713F-HRTimeline
Sharkey, Howes & Javer1,249$409K0.05%013F-HRTimeline
Colorado Capital Management, Inc.1,247$408K0.14%-1413F-HRTimeline
Cypress Point Wealth Management, LLC1,246$408K0.08%+28713F-HRTimeline
Strata Wealth Advisors, LLC1,246$408K0.1%-32613F-HRTimeline
Winter & Associates, Inc.1,245$408K0.31%013F-HRTimeline
Helium Advisors LLC1,241$406K0.34%+213F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…1,239$405K0.04%+6613F-HRTimelineGroup
Heritage Wealth Management, Inc./Texas1,236$405K0.16%-2913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,236$405K0.05%+3513F-HRTimeline
Astra Wealth Partners LLC1,236$405K0.23%+13813F-HRTimeline
O'Connor Financial Group LLC1,235$404K0.14%+7113F-HRTimeline
Meritas Wealth Management, LLC1,231$403K0.16%new13F-HRTimeline
Northern Lights Advisors, Inc.1,230$403K0.22%+15913F-HRTimeline
Investment Management Trust, LLC1,229$402K0.36%+513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,229$402K0.16%+2613F-HRTimeline
Flower City Capital1,225$401K0.18%+5613F-HRTimeline
Precision Wealth Strategies, LLC1,225$401K0.12%+313F-HRTimeline
Ballew Advisors, Inc1,198$401K0.21%+113F-HRTimeline
Northwest Quadrant Wealth Management, L…1,223$400K0.07%+513F-HRTimeline
VIMA LLC1,220$399K0.39%13F-HRTimeline
Perissos Private Wealth Management, LLC1,220$399K0.27%-8513F-HRTimeline
ACT Advisors, LLC.1,218$399K0.13%+6513F-HRTimeline
PRENTISS SMITH & CO INC1,214$397K0.22%013F-HRTimeline
Front Street Capital Management, Inc.1,196$397K0.05%-24013F-HRTimeline
Cannon Wealth Management Services, LLC1,210$396K0.22%+3513F-HRTimeline
V. M. MANNING & CO., INC.1,210$396K0.34%13F-HRTimeline
ODonnell Financial Services, LLC1,209$396K0.12%+52213F-HRTimeline
PINNEY & SCOFIELD, INC.1,208$395K0.19%013F-HRTimeline
Arrowroot Family Office, LLC1,207$395K0.11%+17013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,206$395K0.02%+2413F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC1,204$394K0.3%+32013F-HRTimeline
R2 Capital Strategies, LLC1,203$394K0.18%13F-HRTimeline
Bonfire Financial1,202$394K0.25%+30513F-HRTimeline
RESOLUTE CAPITAL, LLC1,202$394K0.14%new13F-HRTimeline
Cutler Capital Management, LLC1,198$392K0.1%+1013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,198$392K0.06%+213F-HRTimeline
Targeted Financial Services LLC1,196$391K0.29%+113F-HRTimeline
HANOVER ADVISORS INC1,195$391K0.14%013F-HRTimeline
UNIQUE WEALTH, LLC1,195$391K0.05%+1913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,192$390K0.16%+6513F-HRTimeline
Bullseye Investment Management, LLC1,190$390K0.19%013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC1,190$389K0.06%+513F-HRTimeline
Live Oak Investment Partners1,188$389K0.21%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,162$389K0.15%013F-HRTimeline
Conservest Capital Advisors, Inc.1,187$389K0.03%+9013F-HRTimeline
Gibson Capital, LLC1,185$388K0.06%-9813F-HRTimeline
Rayburn West Financial Services LLC1,185$388K0.21%-2513F-HRTimeline
WealthCollab, LLC1,184$388K0.14%+19813F-HRTimeline
BancFirst Trust & Investment Management1,175$387K0.16%new13F-HRTimeline
Eastover Investment Advisors LLC1,182$387K0.15%+12613F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.1,179$386K0.16%+21413F-HRTimeline
Camarda Financial Advisors, LLC1,179$386K0.12%-1,05013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,178$386K0.05%-11713F-HRTimeline
KEATING INVESTMENT COUNSELORS INC1,175$385K0.11%013F-HRTimeline
Daviman Financial, LLC1,173$384K0.21%-913F-HRTimeline
Parkshore Wealth Management, Inc.1,172$384K0.11%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,172$384K0.07%013F-HRTimeline
Dash Acquisitions Inc.1,050$383K0.08%+613F-HRTimeline
Advisory Advocates, LLC1,168$382K0.33%+17513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,168$382K0.19%-56613F-HR/ATimeline
BALANCED WEALTH GROUP LLC1,165$381K0.12%+14913F-HRTimeline
AUCTUS ADVISORS LLC1,165$381K0.32%013F-HRTimeline
BLVD Private Wealth, LLC1,164$381K0.28%013F-HRTimeline
Hoese & Co LLP1,163$381K0.25%+25313F-HRTimeline
Flagship Private Wealth, LLC1,161$380K0.13%-2613F-HRTimeline
Oregon Pacific Wealth Management, LLC1,159$379K0.36%013F-HRTimeline
Lotus Asset Management LLC1,158$379K0.34%13F-HRTimeline
Good Steward Wealth Advisors,LLC1,158$379K0.23%-2213F-HRTimeline
OMNI 360 Wealth, Inc.1,157$379K0.17%+113F-HRTimeline
MTM FINANCIAL GROUP, LLC1,157$379K0.16%-6713F-HRTimeline
Halter Ferguson Financial Inc.1,156$378K0.06%013F-HRTimeline
Arta Finance Wealth Management LLC1,160$378K0.16%+20213F-HRTimeline
FOCUS Wealth Advisors, LLC1,152$377K0.17%+313F-HRTimeline
Frontier Asset Management, LLC1,151$377K0.07%-513F-HRTimeline
IAG Wealth Partners, LLC1,140$373K0.04%-9313F-HRTimeline
Grantvest Financial Group LLC1,139$373K0.22%-7413F-HRTimeline
Opulen Financial Group LLC1,139$373K0.23%+15413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,137$372K0.09%+1313F-HRTimeline
Integrated Wealth Management1,134$371K0.39%-413F-HRTimeline
Archvest Wealth Advisors, Inc.1,130$370K0.21%+30213F-HRTimeline
Vericrest Private Wealth1,130$370K0.33%-3,27713F-HRTimeline
ADE, LLC1,129$370K0.16%-28513F-HRTimeline
Wrenne Financial Planning LLC1,126$369K0.12%013F-HRTimeline
Landing Point Financial Group, LLC1,125$368K0.13%+413F-HRTimeline
MEMBERS WEALTH LLC1,124$368K0.2%+10413F-HRTimeline
4J Wealth Management LLC1,123$367K0.18%-1413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,122$367K0.1%-25613F-HRTimeline
Sicart Associates LLC1,122$367K0.09%-5013F-HRTimeline
Imprint Wealth LLC1,122$367K1.49%013F-HRTimeline
Integrated Financial Solutions, Inc.1,122$367K0.2%+18513F-HRTimeline
TLW Wealth Management, LLC1,120$367K0.21%new13F-HRTimeline
Seven Post Investment Office LP1,117$366K0.1%new13F-HRTimeline
LPWM LLC1,117$366K0.08%-1113F-HRTimeline
WILLIAM JOHN SEMPOLINSKI1,116$365K0.15%013F-HRTimeline
Laidlaw Wealth Management LLC1,115$365K1.04%+513F-HRTimeline
Atlantic Private Wealth, LLC1,114$365K0.22%013F-HRTimeline
Corus Family Wealth Advisors1,114$365K0.25%-25613F-HRTimeline
Prairiewood Capital, LLC1,112$364K0.09%-4213F-HRTimeline
WARNER FINANCIAL, INC1,110$363K0.11%+413F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC1,109$363K<0.01%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC1,109$363K0.33%013F-HRTimeline
RHL GROUP, LLC1,110$363K0.3%+513F-HRTimeline
Retirement Solution LLC1,107$362K0.07%+4513F-HRTimeline
HighRoad Wealth Advisors, LLC1,106$362K0.31%013F-HRTimeline
Advisory Resource Group1,103$361K0.05%013F-HRTimeline
Kure Advisory, LLC1,103$361K0.17%-27113F-HRTimeline
Reality Financial Planning Services, LLC1,103$361K0.35%013F-HRTimeline
Steelhead Wealth Management LLC1,104$361K0.15%+33613F-HRTimeline
McClarren Financial Advisors, Inc.1,101$360K0.19%+313F-HRTimeline
Gray Private Wealth, LLC1,099$360K0.16%+39313F-HRTimeline
McCollum Christoferson Group LLC1,098$359K0.11%013F-HRTimeline
Newton One Investments LLC1,097$359K0.09%+613F-HRTimeline
URS Advisory LLC1,096$359K0.2%+3613F-HRTimeline
Summit Place Financial Advisors, LLC1,095$358K0.16%-33513F-HRTimeline
truNorth Financial Services, Inc.1,094$358K0.32%+513F-HRTimeline
SWP FINANCIAL LLC1,093$358K0.17%+9813F-HRTimeline
Johnson Wealth Management, LLC1,093$358K0.15%+4713F-HRTimeline
Accretive Wealth Partners, LLC1,092$357K0.09%-14913F-HRTimeline
WFA of San Diego, LLC983$357K0.29%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,089$356K0.17%-1413F-HRTimeline
Daner Wealth Management, LLC981$356K0.19%+1513F-HRTimeline
Havemeyer Place LP1,088$356K0.04%-1,79513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,086$355K0.11%+11013F-HRTimeline
Premier Financial Group1,086$355K0.07%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,083$354K0.03%-1,61013F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,083$354K0.09%-413F-HRTimeline
Essential Partners LLC1,081$354K0.16%+24213F-HRTimeline
Sound Financial Strategies Group, LLC1,079$353K0.22%013F-HRTimeline
Prossimo Advisors, LLC1,077$353K2.03%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC1,072$351K0.29%013F-HRTimeline
Veridan Wealth LLC1,072$351K0.12%+5613F-HRTimeline
Strive Financial Group ,LLC1,072$351K0.15%+6013F-HR/ATimeline
EPIQ PARTNERS, LLC1,068$350K0.15%013F-HRTimeline
Luminvest Wealth Management LLC1,065$349K0.08%+20913F-HRTimeline
Templeton & Phillips Capital Management…1,065$349K0.25%013F-HRTimeline