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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,079 managers (5,156 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,050,104 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers
5,079
13F filers
5,156
New
117
Added
1,970
Reduced
2,154
Sold out
87
Shares held by filers
1,989,050,104

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
Lifestyle Asset Management, Inc.1,004$324K0.11%new13F-HRTimeline
Gruss & Co., LLC1,000$322K0.71%-1,00013F-HRTimeline
CUMBERLAND ADVISORS INC1,000$322K0.12%013F-HRTimeline
McCollum Christoferson Group LLC1,000$322K0.09%013F-HRTimeline
MOR Wealth Management, LLC1,000$322K0.15%13F-HRTimeline
URS Advisory LLC1,000$322K0.27%13F-HRTimeline
Coston, McIsaac & Partners1,000$322K0.07%+2413F-HRTimeline
Northern Lights Advisors, Inc.999$322K0.22%13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…998$322K0.04%13F-HRTimeline
McGrath & Associates, Inc.996$321K0.46%013F-HRTimeline
Financial Planning Navigators CORP996$321K0.15%13F-HRTimeline
Gladius Capital Management LP993$320K0.4%new13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC993$320K0.08%013F-HRTimeline
Dale Q Rice Investment Management Ltd993$320K0.23%013F-HRTimeline
Aerodigm Wealth, LLC992$320K0.12%new13F-HR/ATimeline
Pettinga Financial Advisors LLC991$319K0.06%+28813F-HRTimeline
Fonville Wealth Management LLC991$319K0.07%+16013F-HRTimeline
WealthCollab, LLC986$318K0.13%013F-HRTimeline
REICON WEALTH ADVISORS, LLC986$318K0.23%13F-HRTimeline
StoneCrest Wealth Management, Inc.985$317K0.13%-1213F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.985$317K0.15%new13F-HRTimeline
Boston Common Asset Management, LLC984$317K0.02%013F-HR/ATimeline
Magnolia Wealth Management, LLC984$317K0.19%+3513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.983$317K0.21%-19413F-HRTimeline
WFA of San Diego, LLC983$317K0.23%-1713F-HRTimeline
Reliant Investment Management, LLC981$316K0.13%+7013F-HRTimeline
Glass Jacobson Investment Advisors llc980$316K0.11%013F-HRTimeline
Rinkey Investments977$315K0.08%013F-HRTimeline
AIFG Consultants Ltd.977$315K0.54%-19013F-HRTimeline
Fusion Family Wealth, LLC975$314K0.02%+113F-HRTimeline
Innovative Wealth Building LLC974$314K0.23%+513F-HRTimeline
Nautilus Advisors LLC972$313K0.2%-12313F-HRTimeline
Synergy Investment Management, LLC972$313K0.11%+22913F-HRTimeline
Kropog Financial Group, LLC972$313K0.24%+513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.970$313K0.15%+1613F-HRTimeline
CHASE INVESTMENT COUNSEL CORP969$312K0.09%-1213F-HRTimeline
Equita Financial Network, Inc.965$311K0.09%+7513F-HRTimeline
AUXIER ASSET MANAGEMENT LLC965$311K0.04%-15013F-HRTimeline
WealthCare Investment Partners, LLC954$311K0.09%+5313F-HRTimeline
Opulen Financial Group LLC961$310K0.23%+7313F-HRTimeline
Laidlaw Wealth Management LLC960$309K0.96%-92713F-HRTimeline
Prairie Wealth Advisors, Inc.0$309K0.13%-96013F-HRTimelineAmount filed as zero, left out of ratios.
Rachor Investment Advisory Services, LLC958$309K0.16%13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC958$309K0.15%+3213F-HRTimeline
UNIQUE WEALTH, LLC958$309K0.04%+7113F-HRTimeline
Uptown Financial Advisors LLC958$309K0.26%-50013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…956$308K0.02%-63,03713F-HRTimelineGroup
CHECK CAPITAL MANAGEMENT INC/CA955$308K0.02%+113F-HRTimeline
Austin Asset Management Co Inc955$308K0.05%-7313F-HRTimeline
Financially in Tune, LLC954$307K0.29%13F-HRTimeline
Running Point Capital Advisors, LLC952$307K0.08%+15813F-HRTimeline
TD Capital Management LLC952$307K0.03%-10913F-HRTimeline
Oasis Advisors, LLC950$306K0.16%13F-HRTimeline
AtlasMark Financial, Inc950$306K0.2%013F-HRTimeline
Rock Point Advisors, LLC947$305K0.08%+2113F-HRTimeline
WealthTrak Capital Management LLC947$305K0.22%+5413F-HRTimeline
Freedom Financial Partners LLC942$304K0.11%-28213F-HRTimeline
Financial Harvest, LLC940$303K0.19%+22513F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC938$302K0.01%013F-HRTimeline
Synergy Financial Group, LTD938$302K0.21%-3913F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc937$302K0.16%+113F-HRTimeline
Whitcomb & Hess, Inc.970$302K0.07%-613F-HRTimeline
ETF Store, Inc.936$302K0.31%+6613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC934$301K0.21%+1413F-HRTimeline
GEM Asset Management, LLC919$301K0.13%-5113F-HRTimeline
Ferguson Shapiro LLC930$300K0.09%+413F-HRTimeline
Havemeyer Place LP930$300K0.06%13F-HRTimeline
Curran Financial Partners, LLC930$300K0.06%-17713F-HRTimeline
MEMBERS WEALTH LLC995$299K0.19%+113F-HRTimeline
Veridan Wealth LLC925$298K0.1%+413F-HRTimeline
Western Pacific Wealth Management, LP922$297K0.29%-22413F-HRTimeline
Midwest Financial Group LLC922$297K0.13%-713F-HRTimeline
Sterling Manor Financial, LLC922$297K0.19%-8813F-HRTimeline
SpringVest Wealth Management LLC921$297K0.21%new13F-HRTimeline
BALANCED WEALTH GROUP LLC952$296K0.11%+413F-HRTimeline
Manuka Financial, LLC918$296K0.18%+27013F-HRTimeline
Comprehensive Money Management Services…917$295K0.2%013F-HRTimeline
Northwest Wealth Advisors, LLC917$295K0.23%13F-HRTimeline
Avant Capital LLC914$295K0.2%-4713F-HRTimeline
Financial Life Planners912$294K0.21%+413F-HRTimeline
Mraz, Amerine & Associates, Inc.911$294K0.04%-1013F-HRTimeline
Unconventional Investor, LLC911$294K0.14%-413F-HRTimeline
Hoya Capital Real Estate, LLC910$293K4.74%013F-HRTimeline
Newport Capital Group, LLC905$292K0.18%+6013F-HR/ATimeline
Gainplan LLC904$291K0.11%new13F-HRTimeline
Welch Financial Planning, LLC903$291K0.21%13F-HRTimeline
ACT WEALTH MANAGEMENT, LLC902$291K0.1%-513F-HRTimeline
Next Level Wealth Planning, LLC902$291K0.15%-6113F-HRTimeline
Trust Co of Kansas899$290K0.13%013F-HRTimeline
Everstar Asset Management, LLC900$290K0.16%-85313F-HRTimeline
Principia Wealth Advisory, LLC897$289K0.18%+1913F-HRTimeline
Mountain Capital Investment Advisors In…969$288K0.05%-3613F-HRTimeline
Liberty Atlantic Advisors LLC893$288K0.28%13F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC893$288K0.21%13F-HRTimeline
Accretive Wealth Partners, LLC892$287K0.09%+15713F-HRTimeline
Capital Planning LLC883$287K0.08%013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC891$287K0.1%-8413F-HRTimeline
AlphaGrep UK Ltd891$287K0.1%13F-HRTimeline
Adams Wealth Management890$287K0.06%-313F-HRTimeline
Archvest Wealth Advisors, Inc.888$286K0.18%+5413F-HR/ATimeline
E6 Portfolios, LLC888$286K0.33%13F-HRTimeline
Graney & King, LLC888$286K0.17%+113F-HRTimeline
TABLEAUX LLC887$286K0.2%-2,45113F-HR/ATimeline
Saranac Partners Ltd882$284K0.11%-26,08613F-HRTimeline
Mullaney, Keating & Wright, Inc.882$284K0.15%013F-HRTimeline
Wick Capital Partners, LLC882$284K0.05%-70113F-HR/ATimeline
Gross & Hartman Investments LLC880$284K0.16%13F-HRTimeline
Prosperity Advisers, LLC879$283K0.23%13F-HRTimeline
THEORY FINANCIAL LLC939$283K0.1%+413F-HRTimeline
Olde Wealth Management, LLC877$282K0.09%013F-HRTimeline
Integrated Wealth Management874$282K0.32%13F-HRTimeline
Arrowroot Family Office, LLC874$282K0.1%-25913F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…874$282K0.39%-1,00013F-HRTimeline
Safe Harbor Family Capital, LLC873$281K0.25%13F-HRTimeline
Briaud Financial Planning Inc871$281K0.07%+12413F-HRTimeline
Generation Capital Management LLC871$281K0.18%+20013F-HRTimeline
Bonfire Financial866$279K0.21%+1913F-HRTimeline
Lummis Asset Management, LP865$279K0.17%+713F-HRTimeline
Legend Financial Advisors, Inc.863$278K0.17%013F-HRTimeline
Fairway Wealth LLC863$278K0.07%+4413F-HRTimeline
Global View Capital Management LLC860$277K0.05%-213F-HRTimeline
Beacon Financial Strategies CORP859$277K0.15%013F-HRTimeline
TSA Wealth Managment LLC858$276K0.09%+15613F-HRTimeline
Avion Wealth854$275K0.06%-28213F-HRTimeline
Opus Financial Solutions LLC852$275K0.26%13F-HRTimeline
Phocas Financial Corp.851$274K0.04%013F-HR/ATimeline
Hapanowicz & Associates Financial Servi…850$274K0.11%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …850$274K0.04%new13F-HRTimeline
Fortis Advisors, LLC849$274K0.15%013F-HRTimeline
BlueChip Wealth Advisors LLC849$273K0.11%-17113F-HRTimeline
Parrish Capital LLC848$273K0.25%13F-HRTimeline
Ball & Co Wealth Management Inc.848$273K0.18%+413F-HRTimeline
New Jersey Better Educational Savings T…847$273K0.46%013F-HRTimeline
Lifelong Wealth Advisors, Inc.847$273K0.07%+913F-HRTimeline
Stonebridge Wealth Management, LLC846$273K0.26%-12513F-HRTimeline
Auour Investments LLC844$272K0.09%013F-HRTimeline
ProCore Advisors, LLC841$271K0.28%13F-HRTimeline
Ballast Financial Advisors LLC840$271K0.28%13F-HRTimeline
PUZO MICHAEL J840$271K0.07%013F-HRTimeline
BCU Wealth Advisors, LLC840$271K0.1%+413F-HRTimeline
Vigil Wealth Management, LLC839$270K0.22%13F-HRTimeline
Integrated Financial Solutions, Inc.837$270K0.19%new13F-HRTimeline
Altiora Financial Group, LLC835$269K0.05%-5913F-HRTimeline
Campbell Deegan Wealth Management, LLC834$269K0.22%+1013F-HRTimeline
Essential Partners LLC833$268K0.08%+7613F-HRTimeline
ShankerValleau Wealth Advisors, Inc.831$268K0.07%013F-HRTimeline
David Kennon Inc831$268K0.1%-3013F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC830$267K0.05%013F-HRTimelineGroup
Alamar Capital Management, LLC830$267K0.15%013F-HRTimeline
LEGACY SOLUTIONS, LLC827$267K0.23%+1113F-HRTimeline
Luminvest Wealth Management LLC827$267K0.07%-2613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC827$266K0.09%-40013F-HRTimeline
Aspect Partners, LLC827$266K0.12%-43013F-HRTimeline
Jacksonville Wealth Management, LLC827$266K0.19%013F-HRTimeline
Timber Creek Capital Management LLC825$266K0.06%-12513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC940$266K0.13%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.829$266K0.5%13F-HRTimeline
Madrid Wealth Management, LLC824$266K0.22%13F-HRTimeline
ARMISTICE CAPITAL, LLC819$264K0.01%-6913F-HRTimeline
marrick wealth, LLC818$264K0.22%13F-HRTimeline
Headland Capital, LLC816$263K0.07%-5813F-HRTimeline
Baron Financial Group, LLC815$263K0.14%013F-HRTimeline
Sequent Planning LLC812$262K0.07%+13613F-HRTimeline
FWG Investments, LLC.812$262K0.17%-13413F-HRTimeline
GFG Capital, LLC809$261K0.09%-1413F-HRTimeline
Pearl Planning LLC809$261K0.16%13F-HRTimeline
Financial Avengers, Inc.809$261K0.11%+313F-HR/ATimeline
DecisionPoint Financial, LLC808$260K0.06%+17413F-HRTimeline
Town Capital LLC808$260K0.21%13F-HRTimeline
Vermillion Wealth Management, Inc.808$260K0.11%+313F-HRTimeline
Schwallier Wealth Management LLC848$259K0.17%+3613F-HRTimeline
Clarendon Private LLC805$259K0.22%+14713F-HRTimeline
Cobblestone Asset Management LLC804$259K0.12%013F-HRTimeline
Phraction Management LLC804$259K0.07%new13F-HRTimeline
Aspiring Ventures, LLC803$259K0.09%-713F-HRTimeline
PACK Private Wealth, LLC803$259K0.12%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC800$258K0.09%013F-HRTimeline
RiverTree Advisors, LLC800$258K0.16%013F-HRTimeline
Barnes Wealth Management Group, Inc800$258K0.14%-2213F-HRTimeline
Schaeffer Financial LLC798$257K0.22%013F-HRTimeline
OPTIMA CAPITAL LLC797$257K0.11%+713F-HRTimeline
KDK Private Wealth Management, LLC795$256K0.22%new13F-HR/ATimeline
East Coast Asset Management, LLC.794$256K0.08%-4913F-HRTimeline
Quest 10 Wealth Builders, Inc.794$256K0.23%-7113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC792$255K<0.01%new13F-HRTimelineGroup
Valued Wealth Advisors LLC791$255K0.11%+9213F-HRTimeline
Millington Financial Advisors, LLC789$254K0.11%+2513F-HRTimeline
Redwood Family Wealth LLC789$254K0.25%13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …761$254K0.14%-2213F-HRTimeline
JMN Financial LLC785$253K0.25%13F-HRTimeline
Goodman Financial Corp784$253K0.05%+10113F-HRTimeline
PVG ASSET MANAGEMENT CORP780$251K0.53%013F-HRTimeline
Monument Group Wealth Advisors, LLC779$251K0.14%013F-HRTimeline
Capital Developers, LLC779$251K0.22%13F-HRTimeline
Peak Wealth Management LLC779$251K0.21%13F-HRTimeline
FORONJY FINANCIAL LLC778$251K0.1%-2213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC778$251K<0.01%-61713F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC777$250K0.24%013F-HRTimeline
Note Advisors, LLC828$250K0.13%-13013F-HRTimeline
Donalies Financial Planning, LLC775$250K0.21%13F-HRTimeline