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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,695 managers (4,764 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,722,398 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers
4,695
13F filers
4,764
New
126
Added
1,948
Reduced
2,122
Sold out
99
Shares held by filers
1,960,722,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Vermillion & White Wealth Management Gr…467$147K0.08%+23313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC465$147K0.08%-2,21013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …459$145K0.03%13F-HRTimelineGroup
MILLER WEALTH ADVISORS, LLC430$136K0.05%013F-HRTimeline
Painted Porch Advisors LLC430$136K0.05%013F-HRTimeline
Main Street Group, LTD429$135K0.04%013F-HRTimeline
Inlight Wealth Management, LLC427$135K0.06%013F-HRTimeline
Red Tortoise LLC412$130K0.06%013F-HRTimeline
Pingora Partners LLC395$125K0.08%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…388$122K0.06%-813F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.406$122K0.01%013F-HRTimeline
CURIO WEALTH, LLC380$120K0.05%-6213F-HRTimeline
Robinswood Financial LLC377$119K0.04%013F-HRTimeline
Kilter Group LLC370$117K0.06%+2813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.369$116K0.12%+10413F-HR/ATimeline
Bare Financial Services, Inc358$113K0.03%+2713F-HRTimeline
Financial Connections Group, Inc.343$108K0.04%-6013F-HRTimeline
Delos Wealth Advisors, LLC324$102K0.07%+26013F-HRTimeline
Cedar Mountain Advisors, LLC321$101K0.02%+10313F-HRTimeline
Northwest Capital Management Inc320$101K0.11%-10213F-HRTimeline
HEARTLAND ADVISORS INC316$99.7K0.01%new13F-HRTimeline
Robbins Farley315$99.4K0.04%-813F-HRTimeline
Strengthening Families & Communities, L…314$99.2K0.02%+113F-HRTimeline
Retirement Wealth Solutions LLC314$98.9K0.06%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…312$98.4K0.03%+813F-HRTimelineGroup
Clayton Financial Group LLC305$96.2K0.07%new13F-HRTimeline
Kings Path Partners LLC303$95.6K0.04%-813F-HRTimeline
Seneschal Advisors, LLC302$95.1K0.07%new13F-HRTimeline
Ulland Investment Advisors, LLC296$93K0.07%+8713F-HRTimeline
REDMONT WEALTH ADVISORS LLC294$92.9K0.13%+6613F-HRTimeline
Tower View Wealth Management LLC280$88.4K0.05%+113F-HRTimeline
Navera Investment Management Ltd.280$88.3K<0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…258$81K<0.01%-613F-HRTimelineGroup
Atlantic Private Wealth, LLC242$76.2K0.05%013F-HRTimeline
Park Square Financial Group, LLC237$74.8K0.32%-1,70013F-HRTimeline
Decker Retirement Planning Inc.236$74.4K0.04%+8513F-HRTimeline
Disciplina Capital Management LLC235$74.1K0.01%+113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC234$73.9K0.04%+2413F-HRTimeline
Sagard Holdings Management Inc.222$70K0.35%013F-HRTimeline
Clarity Asset Management, Inc.218$68.7K0.04%+113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…213$67K<0.01%-49513F-HRTimelineGroup
Innovative Advisory Group, LLC210$66.2K0.04%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC207$65K0.12%13F-HRTimeline
West Oak Capital, LLC20,352$64.2K2.55%+60013F-HRTimeline
New England Capital Financial Advisors …201$63.5K0.03%013F-HRTimeline
Lowe Wealth Advisors, LLC201$63.4K0.02%013F-HRTimeline
Bear Mountain Capital, Inc.208$61.8K0.02%+613F-HRTimeline
Collier Financial190$60K0.05%13F-HRTimeline
Pineridge Advisors LLC184$58.1K0.02%-6213F-HRTimeline
Curat Global, LLC180$56.8K0.05%013F-HRTimeline
Midwest Capital Advisors, LLC180$56.8K0.03%013F-HRTimeline
Westend Capital Management, LLC165$52K0.02%+3013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA158$49.8K0.1%+113F-HRTimeline
SWAN Capital LLC151$47.5K0.02%-413F-HRTimeline
Carolina Wealth Advisors, LLC149$47K0.02%013F-HRTimeline
Team Financial Group, LLC148$46.6K0.02%+2713F-HRTimeline
Morton Brown Family Wealth, LLC136$42.9K0.01%-2713F-HRTimeline
Prudent Man Investment Management, Inc.178$42.7K0.02%013F-HRTimeline
Breakwater Investment Management131$41.3K0.02%+413F-HRTimeline
Horizons Wealth Management125$39.4K0.03%-6013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC122$38.8K0.05%-1413F-HRTimeline
Redwood Park Advisors LLC120$38K0.03%013F-HRTimeline
MJT & Associates Financial Advisory Gro…114$36K0.03%-213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC111$35K0.02%013F-HRTimeline
Turning Point Benefit Group, Inc.112$34.8K0.02%new13F-HRTimeline
Family Legacy Financial Solutions, LLC104$32.8K0.03%+5013F-HRTimeline
Mountain Hill Investment Partners Corp.100$31.5K0.03%new13F-HRTimeline
10Elms LLP100$31.5K0.03%013F-HRTimeline
Goodman Advisory Group, LLC93$29.3K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.91$28.7K0.03%013F-HRTimeline
Advantage Trust Co90$28.4K0.01%013F-HRTimeline
WINNACLE WEALTH LLC89$28.1K0.02%-41113F-HRTimeline
HFM Investment Advisors, LLC87$27.4K0.01%013F-HRTimeline
Fairman Group, LLC78$24.5K0.02%013F-HRTimeline
POM Investment Strategies, LLC76$24K0.01%+5213F-HRTimeline
Alexis Investment Partners, LLC71$22.4K0.01%new13F-HRTimeline
JDM Financial Group LLC65$20.5K0.01%013F-HRTimeline
Compass Financial Services Inc55$17.3K0.01%new13F-HRTimeline
PayPay Securities Corp54$17K0.61%+713F-HRTimeline
Cedar Wealth Management, LLC51$16.1K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC50$15.8K0.01%013F-HRTimeline
LGT Financial Advisors LLC45$14.2K0.03%013F-HRTimeline
Transce3nd, LLC63$12.7K0.11%-4,43013F-HRTimeline
Caitlin John, LLC39$12.4K0.01%new13F-HRTimeline
Friedenthal Financial33$10.4K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.31$9.72K<0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.26$8.2K<0.01%new13F-HRTimeline
BLKBRD Asset Management, LP18$5.68K<0.01%new13F-HRTimeline
Financially Speaking Inc15$4.73K<0.01%013F-HRTimeline
Sellwood Investment Partners LLC13$4.1K<0.01%new13F-HRTimeline
IFS Advisors, LLC11$3.56K<0.01%013F-HRTimeline
Annandale Capital, LLC1,026$3.24K0.06%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4$1.26K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC2$6310.01%013F-HRTimeline
HighMark Wealth Management LLC1$315<0.01%013F-HRTimeline