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Disclosery

JPM JPMORGAN CHASE & CO

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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.

HolderSharesValue% of portfolioChangeSource
DiNuzzo Private Wealth, Inc.406$118K0.01%+313F-HRTimeline
Financial Connections Group, Inc.403$116K0.05%+6013F-HRTimeline
Marquette Asset Management, LLC400$116K0.02%013F-HRTimeline
Legacy Investment Solutions, LLC396$115K0.06%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…396$115K0.06%+15413F-HRTimelineGroup
Pingora Partners LLC395$115K0.09%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.393$114K0.05%new13F-HRTimeline
Robinswood Financial LLC377$109K0.04%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …365$106K0.02%13F-HRTimelineGroup
Kilter Group LLC342$99.2K0.05%new13F-HRTimeline
Copia Wealth Management341$98.9K0.08%+713F-HRTimeline
Bare Financial Services, Inc331$96K0.03%+10613F-HRTimeline
Robbins Farley323$93.6K0.04%-2313F-HRTimeline
Retirement Wealth Solutions LLC313$90.8K0.07%013F-HRTimeline
Strengthening Families & Communities, L…313$90.7K0.05%-7313F-HRTimeline
Kings Path Partners LLC311$90.2K0.04%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…304$88.1K0.03%+613F-HRTimelineGroup
MONTAG & CALDWELL, LLC300$87K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC293$84.9K<0.01%-2613F-HRTimeline
Navera Investment Management Ltd.280$81.2K<0.01%013F-HRTimeline
Tower View Wealth Management LLC279$80.9K0.04%+213F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…264$77K<0.01%-5213F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.265$76.8K0.09%13F-HRTimeline
Capital A Wealth Management, LLC442$75.2K0.84%+16413F-HRTimeline
Pineridge Advisors LLC246$71.4K0.03%+1113F-HRTimeline
Atlantic Private Wealth, LLC242$70K0.05%+4213F-HRTimeline
Vermillion & White Wealth Management Gr…234$67.8K0.04%013F-HRTimeline
Disciplina Capital Management LLC234$67.8K0.01%-1813F-HRTimeline
REDMONT WEALTH ADVISORS LLC228$66.1K0.1%+15913F-HRTimeline
Sagard Holdings Management Inc.222$64.4K0.18%13F-HRTimeline
Cedar Mountain Advisors, LLC218$63.2K0.01%013F-HRTimeline
Clarity Asset Management, Inc.217$62.9K0.04%+10113F-HRTimeline
Ulland Investment Advisors, LLC209$61K0.05%-17513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC210$60.9K0.03%+713F-HRTimeline
Innovative Advisory Group, LLC210$60.9K0.05%+13513F-HRTimeline
Bear Mountain Capital, Inc.202$58.8K0.02%-1513F-HRTimeline
New England Capital Financial Advisors …201$58.3K0.03%+2013F-HRTimeline
Lowe Wealth Advisors, LLC201$58.3K0.02%013F-HRTimeline
Kathleen S. Wright Associates Inc.200$58K0.02%013F-HRTimeline
West Oak Capital, LLC19,752$57.3K2.24%-3013F-HRTimeline
Horizons Wealth Management185$53.6K0.04%-1513F-HRTimeline
Curat Global, LLC180$52.2K0.05%+4513F-HR/ATimeline
Midwest Capital Advisors, LLC180$52.1K0.03%013F-HRTimeline
Morton Brown Family Wealth, LLC163$47.1K0.01%+113F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA157$45.6K0.09%+113F-HRTimeline
Christopher J. Hasenberg, Inc156$45.2K0.02%+10613F-HRTimeline
SWAN Capital LLC155$44.9K0.02%+3013F-HRTimeline
Decker Retirement Planning Inc.151$43.8K0.03%013F-HRTimeline
Carolina Wealth Advisors, LLC149$43.2K0.02%013F-HRTimeline
Prudent Man Investment Management, Inc.178$42.7K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC136$39.5K0.05%+113F-HRTimeline
Westend Capital Management, LLC135$39.1K0.01%+3313F-HRTimeline
Breakwater Investment Management127$36.8K0.01%013F-HRTimeline
Ryan Investment Management, Inc.127$36.8K0.02%13F-HRTimeline
Team Financial Group, LLC121$35.1K0.02%new13F-HRTimeline
Redwood Park Advisors LLC120$34.8K0.03%013F-HRTimeline
MJT & Associates Financial Advisory Gro…116$33.6K0.04%013F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC111$32.2K0.02%-20613F-HRTimeline
10Elms LLP100$29K0.03%013F-HRTimeline
Goodman Advisory Group, LLC93$27K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.91$26.4K0.03%13F-HRTimeline
Advantage Trust Co90$26.1K0.01%013F-HRTimeline
HFM Investment Advisors, LLC87$25.2K0.01%+3213F-HRTimeline
Fairman Group, LLC78$22.5K0.02%+113F-HRTimeline
Fairway Wealth LLC71$20.6K0.01%-7313F-HRTimeline
JDM Financial Group LLC65$18.8K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC64$18.6K0.01%new13F-HRTimeline
Family Legacy Financial Solutions, LLC54$15.7K0.01%13F-HRTimeline
Cedar Wealth Management, LLC51$14.8K0.01%+2713F-HRTimeline
Minot DeBlois Advisors LLC50$14.5K0.01%-1013F-HRTimeline
PayPay Securities Corp47$13.6K0.67%-813F-HRTimeline
LGT Financial Advisors LLC45$13K0.03%013F-HRTimeline
Friedenthal Financial33$9.57K0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.31$8.93K<0.01%new13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV29$8.41K0.01%013F-HRTimeline
Kessler Investment Group, LLC26$7.77K<0.01%013F-HRTimeline
POM Investment Strategies, LLC24$6.96K<0.01%-4013F-HRTimeline
PMV Capital Advisers, LLC22$6.38K0.01%-22813F-HRTimeline
Family CFO Inc21$6.09K<0.01%new13F-HRTimeline
Financially Speaking Inc15$4.35K<0.01%new13F-HRTimeline
IFS Advisors, LLC11$3.26K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4$1.16K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC2$5800.01%-3013F-HRTimeline
HighMark Wealth Management LLC1$304<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BROADWATER CAPITAL MANAGEMENT LLC545,321$545K+543,44013F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.