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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,080 managers (5,157 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,062,074 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers
5,080
13F filers
5,157
New
117
Added
1,970
Reduced
2,154
Sold out
87
Shares held by filers
1,989,062,074

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.

HolderSharesValue% of portfolioChangeSource
Geometric Wealth Advisors1,325$427K0.05%+5913F-HRTimeline
L.K. Benson & Company, P.C.1,325$427K0.21%new13F-HRTimeline
J2 Capital Management Inc1,321$426K0.31%-7313F-HRTimeline
Valued Retirements, Inc.1,319$425K0.42%013F-HRTimeline
Quartz Partners, LLC1,318$425K0.16%-31813F-HRTimeline
Ares Financial Consulting, LLC1,316$424K0.4%13F-HRTimeline
Hoese & Co LLP1,310$422K0.3%013F-HRTimeline
PRING TURNER CAPITAL GROUP INC1,305$421K0.26%013F-HRTimeline
Perissos Private Wealth Management, LLC1,305$420K0.36%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,303$420K0.12%013F-HRTimeline
WPWealth LLP1,301$419K0.07%+15413F-HRTimeline
PARK CIRCLE Co1,300$419K0.38%013F-HRTimeline
SACKS & ASSOCIATES, LLC1,300$419K0.31%13F-HRTimeline
Good Steward Wealth Advisors,LLC1,298$418K0.28%-16113F-HRTimeline
KELLY FINANCIAL GROUP LLC1,297$418K0.11%+1113F-HRTimeline
Sage Capital Management, LLC1,294$417K0.19%+413F-HRTimeline
Independence Wealth Advisors, LLC1,294$417K0.23%13F-HRTimeline
Dentgroup LLC1,290$416K0.29%+213F-HRTimeline
Williams & Novak Wealth Management, LLC1,290$416K0.31%+9113F-HRTimeline
TABR Capital Management, LLC1,289$415K0.28%new13F-HR/ATimeline
Sankala Group LLC1,381$415K0.33%13F-HRTimeline
Leslie Global Wealth, LLC1,286$414K0.19%+2013F-HRTimeline
Winter & Associates, Inc.1,285$414K0.38%13F-HRTimeline
Strategic Financial Concepts, LLC1,284$414K0.38%-1,60513F-HRTimeline
Concentrum Wealth Management1,283$413K0.12%-413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,278$412K0.29%-313F-HRTimeline
Capital Markets Trading UK LLP1,280$412K0.5%+23013F-HR/ATimeline
Summit Place Financial Advisors, LLC1,276$411K0.2%-2913F-HRTimeline
FMB WEALTH MANAGEMENT1,276$411K0.16%013F-HRTimeline
Orgel Wealth Management, LLC1,273$410K0.01%+15813F-HRTimeline
Avise Financial Cooperative, Inc.1,271$409K0.37%13F-HRTimeline
ENZI WEALTH1,330$409K0.14%+413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC1,270$409K0.21%+14913F-HRTimeline
Axiom Financial Strategies, LLC1,270$409K0.17%-8513F-HRTimeline
Richardson Capital Management LLC1,269$409K0.21%+813F-HRTimeline
VanderPol Investments L.L.C.1,268$409K0.78%+2813F-HRTimeline
Lakeside Advisors, INC.1,266$408K0.26%+113F-HRTimeline
Capstone Wealth Management, LLC1,265$408K0.3%+3813F-HRTimeline
Flagship Private Wealth, LLC1,263$407K0.16%-9413F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,263$407K0.24%-9413F-HRTimelineGroup
Mustard Seed Financial, LLC1,263$407K0.26%-31313F-HRTimeline
Helium Advisors LLC1,262$407K0.41%-55113F-HRTimeline
CDKV HOLDINGS LLC1,262$407K0.34%13F-HRTimeline
MPS Loria Financial Planners, LLC1,262$407K0.1%+213F-HRTimeline
Colorado Capital Management, Inc.1,261$406K0.15%+1713F-HRTimeline
AdviceOne Advisory Services, LLC1,257$405K0.24%013F-HRTimeline
Gibson Capital, LLC1,255$404K0.07%-10413F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…1,255$404K0.05%+9213F-HRTimelineGroup
Kelman-Lazarov, Inc.1,244$401K0.06%+1113F-HRTimeline
Grantvest Financial Group LLC1,241$400K0.26%+113F-HRTimeline
Precision Wealth Strategies, LLC1,227$395K0.13%+4913F-HRTimeline
Paul R. Ried Financial Group, LLC1,225$395K0.19%+13013F-HRTimeline
Halter Ferguson Financial Inc.1,225$395K0.09%+8613F-HR/ATimeline
Balanced Rock Investment Advisors LLC1,221$393K0.28%new13F-HRTimeline
Brown Financial Advisory1,219$393K0.2%013F-HRTimeline
Stone House Investment Management, LLC1,217$392K0.06%+8613F-HRTimeline
NORTHLAND SECURITIES, INC.1,214$391K0.38%13F-HRTimeline
PRENTISS SMITH & CO INC1,214$391K0.23%013F-HRTimeline
LRT Capital Management, LLC1,214$391K0.34%-5,11213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,294$391K0.2%+3413F-HRTimeline
Northwest Quadrant Wealth Management, L…1,213$391K0.08%-2613F-HRTimeline
Kure Advisory, LLC1,212$391K0.22%+24813F-HRTimeline
Austin Wealth Management, LLC1,183$390K0.06%+10213F-HRTimeline
Rayburn West Financial Services LLC1,210$390K0.24%13F-HRTimeline
PINNEY & SCOFIELD, INC.1,208$389K0.22%+14913F-HRTimeline
TPG Financial Advisors, LLC1,204$388K0.13%+10413F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,195$385K0.06%+213F-HRTimeline
Targeted Financial Services LLC1,194$385K0.33%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,193$385K0.06%+2113F-HRTimeline
Tribridge Partners Financial LLC1,191$384K0.16%013F-HRTimeline
Bullseye Investment Management, LLC1,190$383K0.2%-19813F-HRTimeline
Hubbell Strickland Wealth Management, L…1,188$383K0.15%+213F-HRTimeline
Cutler Capital Management, LLC1,188$383K0.11%013F-HRTimeline
TWINBEECH CAPITAL LP1,188$383K0.03%new13F-HRTimeline
PMG Family Office LLC1,187$382K0.44%013F-HRTimeline
New Harbor Financial Group, LLC1,186$382K0.07%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,182$381K0.02%+63113F-HRTimeline
Financial Advisory Corp1,179$380K0.06%+113F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC1,179$380K0.07%+613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,176$379K0.06%+37813F-HRTimeline
Daviman Financial, LLC1,175$379K0.22%13F-HRTimeline
Sicart Associates LLC1,172$378K0.1%013F-HRTimeline
Clayton Financial Group LLC1,170$377K0.19%+86513F-HRTimeline
Blue Water Asset Management1,169$377K0.14%13F-HRTimeline
Quad-Cities Investment Group, LLC1,167$376K0.16%-313F-HRTimeline
Daner Wealth Management, LLC1,181$376K0.23%+6013F-HRTimeline
Parkshore Wealth Management, Inc.1,167$376K0.14%+7613F-HRTimeline
HANOVER ADVISORS INC1,164$375K0.15%-19113F-HRTimeline
BLVD Private Wealth, LLC1,164$375K0.33%013F-HRTimeline
Capital Asset Managemnet, LLC1,163$375K0.42%13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,162$374K0.26%+20413F-HRTimeline
Fermata Advisors, LLC1,161$374K0.09%+5613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.1,160$374K0.07%-813F-HRTimeline
Wrenne Financial Planning LLC1,159$373K0.15%013F-HRTimeline
Atlantic Private Wealth, LLC1,158$373K0.24%+91613F-HRTimeline
Imprint Wealth LLC1,157$373K1.74%-1,17313F-HRTimeline
MTM FINANCIAL GROUP, LLC1,157$373K0.18%013F-HRTimeline
Human Investing LLC1,155$372K0.05%-4313F-HRTimeline
Bellwether Advisors, LLC1,155$372K0.06%+3513F-HRTimeline
Prairiewood Capital, LLC1,154$372K0.12%-6713F-HRTimeline
Ballew Advisors, Inc1,195$371K0.21%-3413F-HRTimeline
DWR WEALTH MANAGEMENT, LLC1,146$371K0.34%13F-HRTimeline
Cannon Wealth Management Services, LLC1,150$370K0.26%-1613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,147$370K0.11%013F-HRTimeline
FOCUS Wealth Advisors, LLC1,147$370K0.17%+213F-HRTimeline
Flower City Capital1,147$370K0.19%-6413F-HRTimeline
ACT Advisors, LLC.1,146$369K0.15%+2313F-HRTimeline
Warner Group LLC1,144$369K0.23%new13F-HRTimeline
Rialto Wealth Management, LLC1,143$368K0.09%+18113F-HRTimeline
Cascade Wealth Advisors, Inc1,224$368K0.17%013F-HRTimeline
JDH Wealth Management, LLC1,141$368K0.25%013F-HRTimeline
IAG Wealth Partners, LLC1,140$367K0.04%013F-HRTimeline
Saudi Central Bank1,137$366K0.01%-1013F-HRTimeline
Frontier Asset Management, LLC1,131$364K0.08%new13F-HRTimeline
Cordoba Advisory Partners LLC1,130$364K0.09%13F-HRTimeline
V. M. MANNING & CO., INC.1,128$364K0.37%-7313F-HRTimeline
Covestor Ltd1,126$363K0.19%-19613F-HRTimeline
COGENT STRATEGIC WEALTH LLC1,216$362K0.39%13F-HRTimeline
Pacific Sage Partners, LLC1,123$362K0.06%+7713F-HRTimeline
truNorth Financial Services, Inc.1,119$361K0.39%13F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,118$360K0.11%-1113F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,118$360K0.13%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,117$360K0.19%+213F-HRTimeline
Landing Point Financial Group, LLC1,116$360K0.18%+413F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC1,116$360K0.13%013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI1,116$360K0.18%13F-HRTimeline
Stonehearth Capital Management, LLC1,114$359K0.13%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,203$358K0.17%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…1,109$358K0.03%+1013F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC1,109$357K<0.01%-16413F-HRTimeline
Disciplined Investments, LLC1,109$357K0.14%-1113F-HRTimeline
HighRoad Wealth Advisors, LLC1,106$356K0.34%13F-HRTimeline
WARNER FINANCIAL, INC1,106$356K0.12%013F-HRTimeline
OMNI 360 Wealth, Inc.1,156$356K0.18%+113F-HRTimeline
Reality Financial Planning Services, LLC1,103$355K0.34%13F-HRTimeline
McClarren Financial Advisors, Inc.2,035$353K0.21%+73513F-HRTimeline
Skyview Financial Group LLC1,094$353K0.36%13F-HRTimeline
USAdvisors Wealth Management, LLC1,093$352K0.12%-713F-HRTimeline
Quaker Wealth Management, LLC1,091$352K0.11%+3513F-HRTimeline
IMPACTfolio, LLC1,089$351K0.15%013F-HRTimeline
New England Research & Management, Inc.1,089$351K0.15%013F-HRTimeline
Newton One Investments LLC1,086$350K0.1%+513F-HRTimeline
Paragon Capital Management LLC1,086$350K0.18%-13913F-HRTimeline
Boomfish Wealth Group, LLC1,083$349K0.19%-36613F-HRTimeline
LiftPoint Family Wealth Advisors LLC1,080$348K0.3%13F-HRTimeline
WPG Advisers, LLC1,075$346K0.26%+31413F-HRTimeline
United Financial Planning Group LLC1,075$346K0.21%+4513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC1,073$346K0.32%-20013F-HRTimeline
Waratah Capital Advisors Ltd.1,071$345K0.03%-38,04413F-HRTimeline
Astra Wealth Partners LLC1,071$345K0.21%-14713F-HRTimeline
John Boyer, Inc.1,068$344K0.35%+513F-HRTimeline
Spectrum Planning & Advisory Services I…1,069$344K0.18%+913F-HRTimeline
EPIQ PARTNERS, LLC1,068$344K0.16%013F-HRTimeline
Veratis Advisors, Inc.1,125$343K0.27%13F-HRTimeline
Prossimo Advisors, LLC1,066$343K2.21%+1713F-HRTimeline
Johnson Wealth Management, LLC1,066$343K0.17%-4813F-HRTimeline
Templeton & Phillips Capital Management…1,065$343K0.23%013F-HRTimeline
Lesa Sroufe & Co1,061$342K0.25%013F-HRTimeline
Kemnay Advisory Services Inc.1,061$342K0.05%new13F-HRTimeline
LPWM LLC1,060$342K0.09%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,058$341K0.13%-13813F-HRTimeline
Brio Consultants, LLC1,057$341K0.04%+38413F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…1,045$340K0.21%-6513F-HRTimeline
Comprehensive Financial Management LLC1,053$339K0.01%013F-HRTimeline
O'Connor Financial Group LLC1,139$339K0.14%+1013F-HRTimeline
Jackson Wealth Management, LLC1,053$339K0.03%-5413F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC1,051$339K0.05%-17113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC1,050$338K0.28%-1013F-HRTimeline
Gallacher Capital Management LLC1,048$338K0.13%+17013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,048$338K0.65%-2,08913F-HRTimeline
Rochester Wealth Strategies, LLC1,047$337K0.21%-3213F-HRTimeline
Stack Financial Management, Inc1,046$337K0.03%013F-HRTimeline
PFS Partners, LLC1,045$337K0.15%+5613F-HRTimeline
BAKER BOYER NATIONAL BANK1,045$337K0.1%+8213F-HRTimeline
Aurdan Capital Management, LLC1,045$337K0.1%+9813F-HRTimeline
McGowan Group Asset Management, Inc.1,042$336K0.04%-1313F-HRTimeline
Advisory Resource Group1,038$334K0.06%+513F-HRTimeline
City Center Advisors, LLC1,037$334K0.31%+2213F-HRTimeline
Spectrum Investment Advisors, Inc.1,037$334K0.17%+36113F-HRTimeline
4J Wealth Management LLC1,036$334K0.19%013F-HRTimeline
HFG Advisors, Inc.1,034$333K0.24%013F-HRTimeline
SWP FINANCIAL LLC1,030$332K0.17%+2313F-HRTimeline
Skyline Advisors, Inc.1,029$331K0.11%-5713F-HRTimeline
Annandale Capital, LLC1,026$331K0.05%013F-HRTimeline
Conservest Capital Advisors, Inc.1,025$330K0.03%-2013F-HRTimeline
Dash Acquisitions Inc.1,041$330K0.07%-5513F-HRTimeline
Eastover Investment Advisors LLC1,022$329K0.14%+4213F-HRTimeline
Cardinal Capital Management, Inc.745$329K0.01%-19913F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC1,020$329K0.25%-5313F-HRTimeline
Israel Discount Bank of New York1,019$328K0.89%-58013F-HRTimeline
Brickley Wealth Management1,018$328K0.06%+813F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,016$327K0.08%new13F-HRTimeline
Longview Financial Advisors LLC1,015$327K0.18%013F-HRTimeline
PMG Wealth Management, Inc.1,013$326K0.24%+8813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,013$326K0.18%-1813F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,012$326K0.16%+2513F-HRTimeline
Strive Financial Group ,LLC1,011$326K0.17%13F-HR/ATimeline
Catalyst Capital Advisors LLC1,011$326K0.01%-1,16113F-HRTimeline
Financial Guidance Group, Inc.1,011$326K0.13%013F-HRTimeline
Tandem Investment Advisors, Inc.1,009$325K0.01%-15913F-HRTimeline