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
Austin Asset Management Co Inc	945	$274K	0.05%	-140	13F-HR Timeline
Cloud Capital Management, LLC	928	$273K	0.17%	+408	13F-HR Timeline
Unconventional Investor, LLC	940	$273K	0.15%	-56	13F-HR Timeline
Wealth Watch Advisors, INC	1,168	$272K	0.16%	+193	13F-HR Timeline
COREPATH WEALTH PARTNERS LLC	919	$272K	0.23%	0	13F-HR Timeline
Tandem Investment Advisors, Inc.	934	$271K	0.01%	-288	13F-HR Timeline
Vawter Financial, Ltd.	931	$270K	3.05%	-3,040	13F-HR/A Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	931	$270K	0.03%	new	13F-HR Timeline Group
Rialto Wealth Management, LLC	929	$269K	0.08%	+35	13F-HR Timeline
STEVENS CAPITAL PARTNERS	921	$269K	0.1%	new	13F-HR Timeline
Rock Point Advisors, LLC	926	$268K	0.08%	0	13F-HR Timeline
Midwest Financial Group LLC	926	$268K	0.14%	+4	13F-HR Timeline
PMG Wealth Management, Inc.	925	$268K	0.22%	new	13F-HR Timeline
SANDER CAPITAL ADVISORS INC	925	$268K	0.12%	0	13F-HR Timeline
AdviceOne Advisory Services, LLC	924	$268K	0.2%	0	13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	923	$267K	0.19%	+78	13F-HR Timeline
Ferguson Shapiro LLC	923	$267K	0.09%	-13	13F-HR Timeline
FWG Investments, LLC.	921	$267K	0.2%	new	13F-HR Timeline
Comprehensive Money Management Services…	917	$266K	0.2%	-42	13F-HR Timeline
WealthCare Investment Partners, LLC	897	$266K	0.1%	-19	13F-HR Timeline
Chokshi & Queen Wealth Advisors, Inc	916	$265K	0.15%	+20	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	914	$265K	0.26%	+130	13F-HR Timeline
Ameraudi Asset Management, Inc.	912	$264K	0.14%	0	13F-HR Timeline
Reliant Investment Management, LLC	911	$264K	0.11%	-157	13F-HR Timeline
Hoya Capital Real Estate, LLC	910	$264K	5.01%	0	13F-HR Timeline
Attessa Capital LLC	910	$264K	0.17%	0	13F-HR Timeline
Rochester Wealth Strategies, LLC	909	$264K	0.19%	new	13F-HR Timeline
Beacon Financial Strategies CORP	909	$263K	0.17%	+53	13F-HR Timeline
Altiora Financial Group, LLC	908	$263K	0.05%	0	13F-HR Timeline
Higgins & Schmidt Wealth Strategies LLC	906	$263K	0.15%	0	13F-HR Timeline
Gator Capital Management, LLC	905	$262K	0.08%	0	13F-HR Timeline
GFG Capital, LLC	902	$261K	0.08%	-2,697	13F-HR Timeline
VESTOR CAPITAL, LLC	1,277	$261K	0.02%	-150,492	13F-HR Timeline
Trust Co of Kansas	899	$261K	0.12%	0	13F-HR Timeline
GARRISON BRADFORD & ASSOCIATES INC	900	$261K	0.29%	0	13F-HR Timeline
Headland Capital, LLC	899	$261K	0.08%	+77	13F-HR/A Timeline
CHASE INVESTMENT COUNSEL CORP	897	$260K	0.08%	-60	13F-HR Timeline
Graney & King, LLC	894	$259K	0.17%	+62	13F-HR Timeline
DAHRING \| CUSMANO LLC	888	$257K	0.2%	+4	13F-HR Timeline
CMH Wealth Management LLC	884	$256K	0.06%	-50	13F-HR Timeline
Integras Partners LLC	883	$256K	0.26%	0	13F-HR Timeline
Capital Planning LLC	883	$256K	0.08%	-1,143	13F-HR Timeline
Newport Capital Group, LLC	882	$256K	0.17%	new	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	882	$256K	0.17%	-1	13F-HR Timeline
HFG Advisors, Inc.	871	$253K	0.2%	new	13F-HR Timeline
Financial Life Planners	871	$252K	0.21%	+77	13F-HR Timeline
ETF Store, Inc.	867	$251K	0.29%	+17	13F-HR Timeline
Principia Wealth Advisory, LLC	865	$251K	0.21%	+32	13F-HR Timeline
Legend Financial Advisors, Inc.	863	$250K	0.17%	0	13F-HR Timeline
JFG Wealth Management, LLC	861	$250K	0.05%	0	13F-HR Timeline
David Kennon Inc	861	$250K	0.09%	-50	13F-HR Timeline
Lummis Asset Management, LP	858	$249K	0.16%	0	13F-HR Timeline
Barnes Wealth Management Group, Inc	858	$249K	0.15%	-46	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	855	$248K	0.1%	+180	13F-HR Timeline
Auour Investments LLC	854	$248K	0.09%	0	13F-HR Timeline
Treasure Coast Financial Planning	853	$247K	0.14%	-97	13F-HR Timeline
Phocas Financial Corp.	851	$247K	0.04%	0	13F-HR Timeline
PUZO MICHAEL J	850	$246K	0.07%	0	13F-HR Timeline
Hapanowicz & Associates Financial Servi…	850	$246K	0.12%	0	13F-HR Timeline
Fortis Advisors, LLC	849	$246K	0.16%	-389	13F-HR Timeline
Andina Capital Management, LLC	849	$246K	0.17%	new	13F-HR Timeline
New Jersey Better Educational Savings T…	847	$246K	0.63%	-2,170	13F-HR Timeline
Ball & Co Wealth Management Inc.	840	$243K	0.26%	+5	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	837	$243K	0.08%	new	13F-HR Timeline
BCU Wealth Advisors, LLC	833	$241K	0.11%	+4	13F-HR Timeline
Fonville Wealth Management LLC	831	$241K	0.06%	0	13F-HR Timeline
ShankerValleau Wealth Advisors, Inc.	831	$241K	0.07%	0	13F-HR Timeline
Cardinal Capital Management, Inc.	830	$241K	0.01%	-25	13F-HR Timeline
Alamar Capital Management, LLC	830	$241K	0.13%	0	13F-HR Timeline
Bonfire Financial	829	$240K	0.2%	+1	13F-HR Timeline
Millington Financial Advisors, LLC	809	$240K	0.12%	new	13F-HR Timeline
Jacksonville Wealth Management, LLC	827	$240K	0.19%	new	13F-HR Timeline
Campbell Deegan Wealth Management, LLC	824	$239K	0.24%	+4	13F-HR Timeline
Milestone Asset Management Group, LLC	823	$239K	0.18%	-26	13F-HR Timeline
Sequent Planning LLC	821	$238K	0.08%	new	13F-HR Timeline
LITTLEJOHN FINANCIAL SERVICES, INC.	820	$238K	0.18%	new	13F-HR Timeline
Financial Avengers, Inc.	817	$237K	0.11%	+3	13F-HR Timeline
FOUNDERS CAPITAL MANAGEMENT, LLC	817	$237K	0.04%	0	13F-HR Timeline
New Harbor Financial Group, LLC	815	$236K	0.05%	new	13F-HR Timeline
Baron Financial Group, LLC	815	$236K	0.14%	new	13F-HR Timeline
Archvest Wealth Advisors, Inc.	812	$235K	0.21%	new	13F-HR Timeline
Brickley Wealth Management	811	$235K	0.05%	new	13F-HR Timeline
eCIO, Inc.	809	$235K	0.1%	-5	13F-HR Timeline
Cobblestone Asset Management LLC	804	$233K	0.12%	new	13F-HR Timeline
Schwallier Wealth Management LLC	804	$233K	0.14%	new	13F-HR Timeline
PACK Private Wealth, LLC	803	$233K	0.12%	new	13F-HR Timeline
TRAN CAPITAL MANAGEMENT, L.P.	801	$232K	0.03%	new	13F-HR Timeline
Corps Capital Advisors, LLC	801	$232K	0.37%	new	13F-HR Timeline
1 NORTH WEALTH SERVICES LLC	800	$232K	0.09%	0	13F-HR Timeline
RiverTree Advisors, LLC	800	$232K	0.16%	new	13F-HR Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC	799	$232K	0.11%	new	13F-HR Timeline
SENTINEL PENSION ADVISORS, LLC	798	$231K	0.04%	new	13F-HR Timeline
Schaeffer Financial LLC	798	$231K	0.23%	new	13F-HR Timeline
Elefante Mark B	797	$231K	0.17%	new	13F-HR Timeline
Vermillion Wealth Management, Inc.	794	$230K	0.11%	+2	13F-HR Timeline
Spectrum Wealth Advisory Group, LLC	791	$229K	0.11%	new	13F-HR Timeline
LEGACY SOLUTIONS, LLC	789	$229K	0.22%	new	13F-HR Timeline
OFC FINANCIAL PLANNING, LLC	788	$228K	0.24%	new	13F-HR Timeline
Wellington Capital Management, Inc.	784	$227K	0.34%		13F-HR Timeline
North Berkeley Wealth Management, LLC	781	$226K	0.21%	new	13F-HR Timeline
PVG ASSET MANAGEMENT CORP	780	$226K	0.77%	new	13F-HR Timeline
Sightline Wealth Advisors, LLC	779	$226K	0.11%	new	13F-HR Timeline
Fortress Financial Solutions, LLC	779	$226K	0.28%	new	13F-HR Timeline
Elite Wealth Management, Inc.	773	$224K	0.07%	new	13F-HR Timeline
Teramo Advisors, LLC	772	$224K	0.08%	new	13F-HR Timeline
Note Advisors, LLC	771	$224K	0.15%	new	13F-HR Timeline
David J Yvars Group	768	$223K	0.13%	new	13F-HR Timeline
Promus Capital, LLC	767	$222K	0.14%	+2	13F-HR/A Timeline
OPTIMA CAPITAL LLC	764	$222K	0.12%	new	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	764	$221K	0.2%	new	13F-HR Timeline
Independence Financial Advisors, LLC	756	$219K	0.09%	new	13F-HR Timeline
Capital Investment Services of America,…	751	$218K	0.02%	-76	13F-HR Timeline
CLARK ESTATES INC/NY	750	$217K	0.05%	new	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	749	$217K	0.02%	-604	13F-HR Timeline
SK Wealth Management, LLC	764	$216K	0.09%	new	13F-HR Timeline
Running Point Capital Advisors, LLC	746	$216K	0.06%	new	13F-HR Timeline
High Probability Advisors, LLC	743	$215K	0.03%	new	13F-HR Timeline
Avos Capital Management, LLC	743	$215K	0.12%	new	13F-HR Timeline
Synergy Investment Management, LLC	743	$215K	0.13%	+1	13F-HR Timeline
Franklin, Parlapiano, Turner & Welch, L…	741	$215K	0.06%	new	13F-HR Timeline
RAHLFS CAPITAL, LLC	738	$214K	0.2%	-100	13F-HR Timeline
TME FINANCIAL, INC.	737	$214K	0.17%	new	13F-HR Timeline
WFA Asset Management Corp	1,053	$213K	0.12%	-163	13F-HR Timeline
UNIQUE WEALTH, LLC	733	$213K	0.03%	new	13F-HR Timeline
Crestmont Private Wealth LLC	732	$212K	0.08%	new	13F-HR Timeline
Opulen Financial Group LLC	730	$212K	0.17%	new	13F-HR Timeline
Luminvest Wealth Management LLC	728	$211K	0.08%	new	13F-HR Timeline
Wingate Wealth Advisors, Inc.	726	$210K	0.19%	new	13F-HR Timeline
CONFLUENCE INVESTMENT MANAGEMENT LLC	725	$210K	<0.01%	-124	13F-HR Timeline
REDW Wealth LLC	723	$210K	0.08%	new	13F-HR Timeline
Tidemark, LLC	723	$210K	0.07%	+12	13F-HR Timeline
Miller Financial Services LLC	723	$209K	0.27%	new	13F-HR Timeline
WPG Advisers, LLC	721	$209K	0.18%	-28	13F-HR Timeline
Gray Private Wealth, LLC	721	$209K	0.11%	new	13F-HR Timeline
SAGE ADVISORS, LLC	719	$209K	0.15%	new	13F-HR Timeline
Briaud Financial Planning Inc	719	$208K	0.08%	+15	13F-HR Timeline
SEMITAM BONAM LLC	717	$208K	0.2%		13F-HR Timeline
Opes Wealth Management LLC	717	$208K	0.04%	-423	13F-HR Timeline
Renaissance Investment Group LLC	716	$208K	0.05%	new	13F-HR Timeline
PCG Wealth Advisors, LLC	715	$207K	0.11%	-209	13F-HR Timeline
Mason & Associates, LLC	715	$207K	0.05%	new	13F-HR Timeline
Accretive Wealth Partners, LLC	714	$207K	0.07%	new	13F-HR Timeline
Bay Harbor Wealth Management, LLC	714	$207K	0.06%	+132	13F-HR Timeline
Seneca Financial Advisors LLC	713	$207K	0.08%	new	13F-HR Timeline
Navigoe, LLC	711	$206K	0.16%	0	13F-HR Timeline
Cornerstone Wealth Advisors, Inc.	707	$205K	0.05%	new	13F-HR Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…	708	$205K	<0.01%	+480	13F-HR Timeline Group
SRN Advisors, LLC	704	$204K	0.19%	-3,126	13F-HR Timeline
Stuart Chaussee & Associates, Inc.	704	$204K	0.05%	+200	13F-HR Timeline
Traub Capital Management LLC	703	$204K	0.19%		13F-HR Timeline
Pettinga Financial Advisors LLC	703	$204K	0.04%	new	13F-HR Timeline
Michels Family Financial, LLC	700	$203K	0.17%	new	13F-HR Timeline
FORTE ASSET MANAGEMENT LLC	700	$203K	0.1%	new	13F-HR Timeline
V2 Financial group LLC	700	$203K	0.12%	new	13F-HR Timeline
PLANNING DIRECTIONS INC	698	$202K	0.11%	-862	13F-HR Timeline
Marex Group Ltdin group Marex Group Ltd	698	$202K	<0.01%	-26,962	13F-HR Timeline Group
Penney Financial, LLC	698	$202K	0.1%	new	13F-HR Timeline
PEAK FINANCIAL ADVISORS LLC	695	$201K	0.1%	new	13F-HR Timeline
Asset Allocation & Management Company, …	695	$201K	0.09%	new	13F-HR Timeline
Colorado Capital Management, Inc.	693	$201K	0.09%	new	13F-HR Timeline
Global View Capital Management LLC	692	$201K	0.06%	new	13F-HR Timeline
Beta Wealth Group, Inc.	692	$201K	0.07%	-227	13F-HR Timeline
Valued Wealth Advisors LLC	678	$197K	0.1%	-75	13F-HR Timeline
WealthTrak Capital Management LLC	666	$193K	0.16%	+72	13F-HR Timeline
BASSO CAPITAL MANAGEMENT, L.P.	654	$190K	0.14%	0	13F-HR Timeline
Evolution Advisers, Inc.	651	$188K	0.09%	0	13F-HR Timeline
DecisionPoint Financial, LLC	634	$184K	0.05%	+24	13F-HR Timeline
Signature Resources Capital Management,…	631	$183K	0.11%	+157	13F-HR Timeline
Mendota Financial Group, LLC	631	$183K	0.17%	-8	13F-HR Timeline
Creative Capital Management Investments…	609	$177K	0.06%	+11	13F-HR Timeline
Cooksen Wealth, LLC	608	$176K	0.14%	-35	13F-HR Timeline
Howard Hughes Medical Institute	605	$175K	0.07%	new	13F-HR Timeline
CARDEROCK CAPITAL MANAGEMENT INC	600	$174K	0.04%	new	13F-HR Timeline
MARSHALL & SULLIVAN INC /WA/	599	$174K	0.08%	new	13F-HR Timeline
Financial Network Wealth Advisors LLC	591	$171K	0.21%	0	13F-HR Timeline
Essential Partners LLC	590	$171K	0.07%		13F-HR Timeline
Kiker Wealth Management, LLC	585	$170K	0.1%	-418	13F-HR Timeline
Sarver Vrooman Wealth Advisors	580	$168K	0.11%	-97	13F-HR Timeline
Standard Family Office LLC	576	$167K	0.2%	0	13F-HR Timeline
TOBAM	573	$166K	0.06%	new	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Sherman Asset Management, Inc.	570	$165K	0.15%	0	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	569	$165K	0.06%	0	13F-HR Timeline
West Financial Advisors, LLC	566	$164K	0.03%	0	13F-HR Timeline
Walleye Capital LLCin group Walleye Capital LLC	556	$161K	<0.01%	-12,213	13F-HR Timeline Group
Horrell Capital Management, Inc.	547	$159K	0.06%	0	13F-HR Timeline
Accordant Advisory Group Inc	500	$145K	0.11%	-1	13F-HR Timeline
WINNACLE WEALTH LLC	500	$145K	0.11%	+411	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	496	$144K	0.02%	0	13F-HR Timeline
Wood Tarver Financial Group, LLC	497	$143K	0.04%	+45	13F-HR Timeline
Parkworth Wealth Management, Inc.	472	$137K	0.1%	+46	13F-HR Timeline
Clark Wealth Partners	467	$135K	0.09%	+5	13F-HR Timeline
Ridgewood Investments LLC	453	$131K	0.06%	0	13F-HR Timeline
CURIO WEALTH, LLC	442	$128K	0.06%	+438	13F-HR Timeline
MILLER WEALTH ADVISORS, LLC	430	$125K	0.06%	0	13F-HR Timeline
Painted Porch Advisors LLC	430	$125K	0.05%	-10	13F-HR Timeline
Main Street Group, LTD	429	$124K	0.04%	-40	13F-HR Timeline
Inlight Wealth Management, LLC	427	$124K	0.06%	0	13F-HR Timeline
Northwest Capital Management Inc	422	$122K	0.07%	-37	13F-HR Timeline
True Wealth Design, LLC	415	$120K	0.04%	+23	13F-HR Timeline
Red Tortoise LLC	412	$119K	0.06%	+1	13F-HR Timeline