JPM JPMORGAN CHASE & CO

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.

Holder	Shares	Value	% of portfolio	Change	Source
LOCKERMAN FINANCIAL GROUP, INC.	1,064	$348K	0.53%	-11	13F-HR Timeline
Custos Family Office, LLC	1,063	$348K	0.21%	-589	13F-HR Timeline
North Berkeley Wealth Management, LLC	1,062	$348K	0.14%	+6	13F-HR Timeline
TPG Financial Advisors, LLC	1,062	$348K	0.1%	0	13F-HR Timeline
Lesa Sroufe & Co	1,061	$347K	0.25%	0	13F-HR Timeline
CONTINENTAL INVESTORS SERVICES, INC.	973	$347K	0.27%	+159	13F-HR Timeline
IMPACTfolio, LLC	1,059	$347K	0.13%	-30	13F-HR Timeline
Parsonex Advisory Services, Inc.	1,061	$347K	0.3%	-492	13F-HR Timeline
Aspiring Ventures, LLC	1,057	$346K	0.09%	+50	13F-HR Timeline
Comprehensive Financial Management LLC	1,053	$345K	0.01%	0	13F-HR Timeline
Highland Investment Advisors LLC	1,051	$344K	0.15%		13F-HR Timeline
Curran Financial Partners, LLC	1,049	$343K	0.05%	-245	13F-HR Timeline
BAKER BOYER NATIONAL BANK	1,045	$342K	0.09%	0	13F-HR Timeline
Beacon Financial Strategies CORP	1,045	$342K	0.17%	+186	13F-HR Timeline
Prism Planning Partners LLC	1,044	$342K	0.36%	0	13F-HR Timeline
Ellis Investment Partners, LLC	1,042	$341K	0.05%	-39	13F-HR Timeline
Northwest Wealth Advisors, LLC	1,043	$341K	0.2%	+126	13F-HR Timeline
McGowan Group Asset Management, Inc.	1,042	$341K	0.04%	-1	13F-HR Timeline
Alternative Investment Advisors, LLC.	1,041	$341K	0.13%	+73	13F-HR Timeline
Family Investment Center, Inc.	1,041	$341K	0.06%	-83	13F-HR Timeline
OceanIQ Capital, LLC	934	$338K	0.21%		13F-HR Timeline
Sciencast Management LP	1,025	$336K	0.07%	-8,599	13F-HR Timeline
Paragon Capital Management LLC	1,022	$335K	0.15%	-15	13F-HR Timeline
Advocacy Wealth Management, LLC	1,021	$334K	0.01%	+174	13F-HR Timeline
FORONJY FINANCIAL LLC	1,021	$334K	0.12%	+263	13F-HR Timeline
Advisory Solutions Group, LLC	1,017	$333K	0.11%		13F-HR Timeline
Nautilus Advisors LLC	987	$332K	0.2%	+2	13F-HR Timeline
Capital Planning LLC	1,014	$332K	0.1%	+75	13F-HR Timeline
Midwest Financial Group LLC	1,014	$332K	0.12%	+4	13F-HR Timeline
Financial Guidance Group, Inc.	1,011	$331K	0.12%	0	13F-HR Timeline
Creative Capital Management Investments…	1,011	$331K	0.08%	+347	13F-HR Timeline
Center for Wealth Management Advisory	1,010	$331K	0.21%	0	13F-HR Timeline
OAK RIDGE INVESTMENTS LLC	1,010	$331K	0.02%	-253	13F-HR Timeline
Avion Wealth	1,010	$330K	0.06%	+165	13F-HR Timeline
Private Capital Advisors, Inc.	1,007	$330K	0.03%	0	13F-HR Timeline
HRC WEALTH MANAGEMENT, LLC	1,007	$330K	0.13%	+11	13F-HR Timeline
AUXIER ASSET MANAGEMENT LLC	1,003	$328K	0.04%	-10	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	1,002	$328K	0.2%	-148	13F-HR Timeline
Liberty Atlantic Advisors LLC	1,000	$327K	0.24%	+81	13F-HR Timeline
Gruss & Co., LLC	1,000	$327K	0.86%	-500	13F-HR Timeline
CUMBERLAND ADVISORS INC	1,000	$327K	0.12%	0	13F-HR Timeline
Clarkston Capital Partners, LLC	1,000	$327K	0.03%	-34	13F-HR Timeline
Coston, McIsaac & Partners	1,001	$327K	0.07%	+1	13F-HR Timeline
Forefront Wealth Partners, LLC	997	$326K	0.1%	new	13F-HR Timeline
Blueshift Asset Management, LLC	993	$325K	0.08%	new	13F-HR Timeline
Dale Q Rice Investment Management Ltd	993	$325K	0.18%	0	13F-HR Timeline
Innovative Wealth Building LLC	987	$323K	0.19%	-26	13F-HR Timeline
USAdvisors Wealth Management, LLC	988	$323K	0.09%	-51	13F-HR Timeline
Integras Partners LLC	986	$323K	0.18%	+260	13F-HR Timeline
Boston Common Asset Management, LLC	984	$322K	0.02%	0	13F-HR Timeline
Magnolia Wealth Management, LLC	984	$322K	0.17%	0	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	962	$322K	0.25%	-30	13F-HR Timeline
Ankerstar Wealth, LLC	980	$321K	0.27%	+2	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	980	$321K	0.19%	-8	13F-HR Timeline
Financial Harvest, LLC	979	$321K	0.13%	+204	13F-HR Timeline
FFT WEALTH MANAGEMENT LLC	979	$320K	0.05%	0	13F-HR Timeline
Principia Wealth Advisory, LLC	979	$320K	0.16%	+62	13F-HR Timeline
Fusion Family Wealth, LLC	978	$320K	0.02%	+2	13F-HR Timeline
Rinkey Investments	977	$320K	0.08%	0	13F-HR Timeline
Carter Financial Group, INC.	970	$317K	0.16%	-1,527	13F-HR Timeline
WealthCare Investment Partners, LLC	966	$316K	0.08%	+3	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	966	$316K	0.27%	new	13F-HR Timeline
Collaborative Capital Advisors LLC	962	$315K	0.2%		13F-HR Timeline
CLARK FINANCIAL SERVICES GROUP INC …	961	$315K	0.15%	+138	13F-HR Timeline
Midwestern Financial, LLC /IA	960	$314K	0.22%	+5	13F-HR Timeline
ZEVIN ASSET MANAGEMENT LLC	958	$314K	0.04%	-29	13F-HR Timeline
Israel Discount Bank of New York	958	$314K	0.58%	0	13F-HR Timeline
Uptown Financial Advisors LLC	958	$314K	0.23%	0	13F-HR Timeline
Roan Capital Partners	958	$314K	0.26%	-135	13F-HR Timeline
Rachor Investment Advisory Services, LLC	958	$313K	0.15%	-1	13F-HR Timeline
CHECK CAPITAL MANAGEMENT INC/CA	957	$313K	0.02%	+1	13F-HR/A Timeline
WorthPointe, LLC	956	$313K	0.08%	-242	13F-HR Timeline
LOUNTZIS ASSET MANAGEMENT, LLC	954	$312K	0.1%	-162	13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	953	$312K	0.18%	+8	13F-HR Timeline
Ballast Financial Advisors LLC	952	$312K	0.28%	+78	13F-HR Timeline
Gainplan LLC	950	$311K	0.12%	+9	13F-HR Timeline
Noble Family Wealth, LLC	950	$311K	0.06%	-765	13F-HR Timeline
AtlasMark Financial, Inc	950	$311K	0.15%	0	13F-HR Timeline
Quattro Advisors LLC	948	$310K	0.21%	+106	13F-HR Timeline
Sound Stewardship, LLC	947	$310K	0.13%	new	13F-HR Timeline
WealthTrak Capital Management LLC	946	$310K	0.2%	-11	13F-HR Timeline
Whitcomb & Hess, Inc.	944	$309K	0.07%	+4	13F-HR Timeline
Veratis Advisors, Inc.	942	$308K	0.22%		13F-HR Timeline
BCU Wealth Advisors, LLC	940	$308K	0.1%	+96	13F-HR Timeline
THEORY FINANCIAL LLC	939	$307K	0.1%	0	13F-HR Timeline
RF&L WEALTH MANAGEMENT, LLC	938	$307K	0.21%	-39	13F-HR Timeline
Higgins & Schmidt Wealth Strategies LLC	937	$307K	0.13%	+1	13F-HR Timeline
INCEPTIONR LLC	935	$306K	0.08%	new	13F-HR Timeline
Kachkovsky & Fisher, Inc.	933	$305K	0.29%		13F-HR Timeline
Austin Asset Management Co Inc	931	$305K	0.04%	-22	13F-HR Timeline
SFAM, LLC	924	$302K	0.25%	0	13F-HR Timeline
Avant Capital LLC	923	$302K	0.19%	+4	13F-HR Timeline
Brickley Wealth Management	923	$302K	0.04%	+58	13F-HR Timeline
Western Pacific Wealth Management, LP	922	$302K	0.27%	0	13F-HR Timeline
Manuka Financial, LLC	918	$300K	0.16%	0	13F-HR Timeline
Linden Thomas Advisory Services, LLC	916	$300K	0.02%	new	13F-HR Timeline
Terra Nova Asset Management LLC	913	$299K	0.18%	-2	13F-HR Timeline
Next Level Wealth Planning, LLC	912	$299K	0.13%	+10	13F-HR Timeline
Hoya Capital Real Estate, LLC	910	$298K	4.38%	0	13F-HR Timeline
Unconventional Investor, LLC	910	$298K	0.12%	0	13F-HR Timeline
GEM Asset Management, LLC	906	$297K	0.12%	0	13F-HR Timeline
Vermillion Wealth Management, Inc.	905	$296K	0.07%	-92	13F-HR Timeline
BetterWealth, LLC	905	$296K	0.05%	0	13F-HR Timeline
Sequent Planning LLC	904	$296K	0.06%	+121	13F-HR Timeline
Campbell Deegan Wealth Management, LLC	897	$294K	0.21%	+28	13F-HR Timeline
Kemnay Advisory Services Inc.	897	$294K	0.04%	+46	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	897	$294K	0.23%	+3	13F-HR Timeline
HORIZON KINETICS ASSET MANAGEMENT LLC	896	$293K	<0.01%	-542	13F-HR Timeline
ALLSTREET CAPITAL ADVISORS LLC	893	$292K	0.19%	0	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	890	$291K	0.07%	+32	13F-HR Timeline
Adams Wealth Management	890	$291K	0.06%	0	13F-HR Timeline
Skyline Advisors, Inc.	888	$291K	0.09%	-141	13F-HR Timeline
Reliant Investment Management, LLC	887	$290K	0.1%	0	13F-HR Timeline
Kropog Financial Group, LLC	885	$290K	0.2%	-91	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	882	$289K	0.14%	0	13F-HR Timeline
SIGNAL TREE FINANCIAL PARTNERS LLC	882	$289K	0.19%	0	13F-HR Timeline
KENNEDY CAPITAL MANAGEMENT LLC	878	$287K	0.01%	-54	13F-HR Timeline
Providence Financial Advisors, LLC	875	$286K	0.16%	-5	13F-HR Timeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…	874	$286K	0.49%	0	13F-HR Timeline
Fairway Wealth LLC	874	$286K	0.07%	+55	13F-HR Timeline
Generation Capital Management LLC	871	$285K	0.17%	0	13F-HR Timeline
Milestones Private Investment Advisors …	868	$284K	0.23%	0	13F-HR Timeline
Exit Wealth Advisors, LLC.	867	$284K	0.13%	-42	13F-HR Timeline
Vigil Wealth Management, LLC	866	$283K	0.2%	+27	13F-HR Timeline
Lummis Asset Management, LP	865	$283K	0.17%	0	13F-HR Timeline
1 NORTH WEALTH SERVICES LLC	864	$283K	0.09%	+64	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	863	$282K	0.09%		13F-HR Timeline
GFG Capital, LLC	862	$282K	0.08%	-32	13F-HR Timeline
StoneCrest Wealth Management, Inc.	861	$282K	0.09%	0	13F-HR Timeline
Koss-Olinger Consulting, LLC	860	$282K	0.02%	-128	13F-HR Timeline
Gross & Hartman Investments LLC	860	$281K	0.12%	0	13F-HR Timeline
Financial Life Planners	859	$281K	0.18%	+4	13F-HR Timeline
Brown Financial Advisory	859	$281K	0.12%	-372	13F-HR Timeline
Clarity Wealth Development LLC	858	$281K	0.16%	new	13F-HR Timeline
Ferguson Shapiro LLC	858	$281K	0.08%	-76	13F-HR Timeline
Ball & Co Wealth Management Inc.	856	$280K	0.2%	+4	13F-HR Timeline
Boulder Wealth Advisors, LLC	854	$279K	0.1%	+34	13F-HR Timeline
Chatterton & Associates Inc.	832	$279K	0.16%	+47	13F-HR Timeline
Beta Wealth Group, Inc.	852	$279K	0.1%	+3	13F-HR Timeline
Opus Financial Solutions LLC	852	$279K	0.22%	0	13F-HR Timeline
Safe Harbor Family Capital, LLC	852	$279K	0.19%	0	13F-HR Timeline
MCDANIEL TERRY & CO	851	$279K	0.02%	+1	13F-HR Timeline
Chris Bulman Inc	849	$278K	0.1%	new	13F-HR Timeline
Brio Consultants, LLC	849	$278K	0.03%	+157	13F-HR Timeline
Fortis Advisors, LLC	849	$278K	0.13%	0	13F-HR Timeline
TSA Wealth Managment LLC	848	$278K	0.08%	+32	13F-HR Timeline
DecisionPoint Financial, LLC	831	$277K	0.05%	+23	13F-HR Timeline
Altiora Financial Group, LLC	847	$277K	0.04%	+12	13F-HR Timeline
ADAPT WEALTH ADVISORS, LLC	847	$277K	0.09%	-383	13F-HR Timeline
AVALON CAPITAL MANAGEMENT	845	$277K	0.07%	0	13F-HR Timeline
ACT WEALTH MANAGEMENT, LLC	842	$276K	0.08%	-50	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	842	$276K	0.13%	new	13F-HR Timeline
Layline Advisors, LLC	842	$276K	0.25%	+8	13F-HR Timeline
Schwallier Wealth Management LLC	842	$275K	0.17%	-6	13F-HR Timeline
Auour Investments LLC	840	$275K	0.08%	-4	13F-HR Timeline
Foundry Financial Group, Inc.	840	$275K	0.12%	+139	13F-HR Timeline
Jacksonville Wealth Management, LLC	840	$275K	0.16%	0	13F-HR Timeline
Cordoba Advisory Partners LLC	839	$275K	0.06%	new	13F-HR Timeline
Kaufman Rossin Wealth, LLC	817	$274K	0.13%	+74	13F-HR Timeline
Madson Wealth Advisors Inc	837	$274K	0.19%	new	13F-HR Timeline
OLD MISSION CAPITAL LLC	837	$274K	0.01%	new	13F-HR Timeline
Pacific Capital Wealth Advisors, Inc.	836	$274K	0.04%	-24	13F-HR Timeline
Global View Capital Management LLC	836	$274K	0.06%	-1	13F-HR Timeline
Olde Wealth Management, LLC	836	$273K	0.08%	0	13F-HR Timeline
ShankerValleau Wealth Advisors, Inc.	831	$272K	0.07%	0	13F-HR Timeline
Alamar Capital Management, LLC	830	$272K	0.14%	0	13F-HR Timeline
Aspect Partners, LLC	829	$271K	0.1%	0	13F-HR Timeline
Purewater Capital LLC	828	$271K	0.2%	-175	13F-HR Timeline
Timber Creek Capital Management LLC	825	$270K	0.06%	0	13F-HR Timeline
PMG Wealth Management, Inc.	825	$270K	0.17%	0	13F-HR Timeline
Inlight Wealth Management, LLC	824	$270K	0.09%	new	13F-HR Timeline
High Probability Advisors, LLC	824	$270K	0.03%	-76	13F-HR Timeline
Madrid Wealth Management, LLC	824	$270K	0.18%	0	13F-HR Timeline
Fund Advisors of America Inc/FL	823	$269K	0.24%	-329	13F-HR Timeline
CADEN CAPITAL PARTNERS, LP	822	$269K	3.24%	0	13F-HR Timeline
Pettinga Financial Advisors LLC	818	$268K	0.04%	-288	13F-HR Timeline
Pearl Planning LLC	818	$268K	0.12%	+9	13F-HR Timeline
Carroll Investors, Inc	817	$267K	0.11%	-92	13F-HR Timeline
BlueChip Wealth Advisors LLC	816	$267K	0.1%	+1	13F-HR Timeline
Baron Financial Group, LLC	815	$267K	0.13%	0	13F-HR Timeline
Stonebridge Wealth Management, LLC	815	$267K	0.24%	+1	13F-HR Timeline
Argo Wealth Advisory, LLC	814	$266K	0.15%	+78	13F-HR Timeline
Odyssey Group, LLC	813	$266K	0.07%		13F-HR Timeline
Headland Capital, LLC	812	$266K	0.07%	+1	13F-HR Timeline
Waratah Capital Advisors Ltd.	810	$265K	0.02%	-13	13F-HR Timeline
Comprehensive Money Management Services…	809	$265K	0.17%	-108	13F-HR Timeline
Cobblestone Asset Management LLC	804	$263K	0.11%	0	13F-HR Timeline
PACK Private Wealth, LLC	803	$263K	0.11%	0	13F-HR Timeline
Note Advisors, LLC	803	$263K	0.11%	-25	13F-HR Timeline
V2 Financial group LLC	802	$263K	0.1%	+10	13F-HR Timeline
Sageworth Trust Co	802	$263K	0.01%	-6,445	13F-HR Timeline
RiverTree Advisors, LLC	800	$262K	0.15%	0	13F-HR Timeline
Planning Strategies Inc.	800	$262K	0.16%		13F-HR Timeline
Phocas Financial Corp.	798	$261K	0.04%	-53	13F-HR Timeline
Schaeffer Financial LLC	798	$261K	0.2%	0	13F-HR Timeline
Fox Hill Wealth Management	796	$261K	0.1%	+1	13F-HR Timeline
DiPaolo Financial Group, Inc.	795	$260K	0.17%	-22	13F-HR Timeline
Austin Wealth Management, LLC	762	$260K	0.05%	-3	13F-HR Timeline
Legend Financial Advisors, Inc.	794	$260K	0.15%	-69	13F-HR Timeline
Financial Avengers, Inc.	791	$259K	0.11%	+3	13F-HR Timeline