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JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,021 managers (5,105 13F filers) reported a position in JPM shares at 2026-03-31, 1,950,351,214 shares in all. 124 filers opened a position and 177 filers sold out during the quarter.

Managers
5,021
13F filers
5,105
New
124
Added
2,135
Reduced
2,294
Sold out
177
Shares held by filers
1,950,351,214

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Aspiring Ventures, LLC1,007$296K0.1%+20413F-HRTimeline
Glass Jacobson Investment Advisors llc1,007$296K0.1%+2713F-HRTimeline
Private Capital Advisors, Inc.1,007$296K0.03%-45013F-HRTimeline
PFS Partners, LLC1,006$296K0.14%-3913F-HRTimeline
Purewater Capital LLC1,003$295K0.28%13F-HRTimeline
Oxbow Advisors, LLC1,002$295K0.03%-41513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,002$295K0.09%-1413F-HRTimeline
Daner Wealth Management, LLC966$295K0.17%-21513F-HRTimeline
CUMBERLAND ADVISORS INC1,000$294K0.12%013F-HRTimeline
USAdvisors Wealth Management, LLC1,039$294K0.1%-5413F-HRTimeline
Coston, McIsaac & Partners1,000$294K0.07%013F-HRTimeline
Vermillion Wealth Management, Inc.997$293K0.12%+18913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…992$293K0.18%-5313F-HRTimeline
HRC WEALTH MANAGEMENT, LLC996$293K0.14%-1613F-HRTimeline
McGrath & Associates, Inc.996$293K0.43%013F-HRTimeline
SWP FINANCIAL LLC995$293K0.15%-3513F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC993$292K0.07%013F-HRTimeline
Dale Q Rice Investment Management Ltd993$292K0.22%013F-HRTimeline
Advisory Advocates, LLC993$292K0.3%+33813F-HRTimeline
Renaissance Investment Group LLC991$292K0.06%+28513F-HRTimeline
Koss-Olinger Consulting, LLC988$291K0.02%-92613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.988$290K0.19%+513F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC987$290K0.04%-6413F-HRTimeline
WealthCollab, LLC986$290K0.12%013F-HRTimeline
Opulen Financial Group LLC985$290K0.2%+2413F-HRTimeline
Prairie Wealth Advisors, Inc.0$290K0.13%013F-HRTimelineAmount filed as zero, left out of ratios.
Nautilus Advisors LLC985$290K0.2%+1313F-HRTimeline
Boston Common Asset Management, LLC984$289K0.02%013F-HRTimeline
Magnolia Wealth Management, LLC984$289K0.17%013F-HRTimeline
WFA of San Diego, LLC983$289K0.23%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC979$288K0.05%new13F-HRTimeline
Ankerstar Wealth, LLC978$288K0.3%+48013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC977$288K0.22%-6,02313F-HRTimeline
Rinkey Investments977$287K0.07%013F-HRTimeline
Fusion Family Wealth, LLC976$287K0.02%+113F-HRTimeline
Kropog Financial Group, LLC976$287K0.23%+413F-HRTimeline
WPG Advisers, LLC976$287K0.21%-9913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC976$287K0.09%+21913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…976$287K0.08%+62413F-HRTimelineGroup
Alternative Investment Advisors, LLC.968$285K0.13%new13F-HRTimeline
Welch Financial Planning, LLC969$285K0.2%+6613F-HRTimeline
WealthCare Investment Partners, LLC963$284K0.08%+913F-HRTimeline
Delos Wealth Advisors, LLC966$284K0.16%+95013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.965$284K0.13%-2013F-HRTimeline
Bay Harbor Wealth Management, LLC964$284K0.07%+19213F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …962$283K0.14%new13F-HRTimeline
Cypress Point Wealth Management, LLC959$282K0.06%new13F-HRTimeline
Rachor Investment Advisory Services, LLC959$282K0.15%+113F-HRTimeline
Israel Discount Bank of New York958$282K0.62%-6113F-HRTimeline
Uptown Financial Advisors LLC958$282K0.23%013F-HRTimeline
WealthTrak Capital Management LLC957$282K0.2%+1013F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA956$281K0.02%+113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC955$281K0.21%-9513F-HRTimeline
Midwestern Financial, LLC /IA955$281K0.22%new13F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc953$280K0.15%+1613F-HRTimeline
Arta Finance Wealth Management LLC958$280K0.14%-55013F-HRTimeline
Austin Asset Management Co Inc953$280K0.05%-213F-HRTimeline
ETF Store, Inc.951$280K0.27%+1513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC945$278K0.09%+11813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC945$278K0.18%+1113F-HRTimeline
E6 Portfolios, LLC944$278K0.29%+5613F-HRTimeline
PATTON FUND MANAGEMENT, INC.941$277K0.05%-23,18213F-HRTimeline
Gainplan LLC941$277K0.21%+3713F-HRTimeline
Whitcomb & Hess, Inc.940$276K0.06%-3013F-HRTimeline
Capital Planning LLC939$276K0.09%+5613F-HRTimeline
THEORY FINANCIAL LLC939$276K0.1%013F-HRTimeline
Integrated Financial Solutions, Inc.937$276K0.19%+10013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC936$275K0.13%-2213F-HRTimeline
Ferguson Shapiro LLC934$275K0.08%+413F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC932$274K0.01%-613F-HRTimeline
SFAM, LLC924$272K0.25%+45013F-HRTimeline
Western Pacific Wealth Management, LP922$271K0.28%013F-HRTimeline
Lombard Odier Asset Management (USA) Co…922$271K0.15%new13F-HRTimeline
Liberty Atlantic Advisors LLC919$270K0.23%+2613F-HRTimeline
Avant Capital LLC919$270K0.19%+513F-HRTimeline
Manuka Financial, LLC918$270K0.17%013F-HRTimeline
Northwest Wealth Advisors, LLC917$270K0.19%013F-HRTimeline
Principia Wealth Advisory, LLC917$270K0.15%+2013F-HRTimeline
Comprehensive Money Management Services…917$270K0.18%013F-HRTimeline
Terra Nova Asset Management LLC915$269K0.2%-8,39413F-HRTimeline
Mraz, Amerine & Associates, Inc.912$268K0.04%+113F-HRTimeline
Gallacher Capital Management LLC911$268K0.1%-13713F-HRTimeline
Hoya Capital Real Estate, LLC910$268K4.83%013F-HRTimeline
Unconventional Investor, LLC910$268K0.13%-113F-HRTimeline
Hoese & Co LLP910$268K0.2%-40013F-HRTimeline
Carroll Investors, Inc909$267K0.14%new13F-HRTimeline
Exit Wealth Advisors, LLC.909$267K0.14%+25213F-HRTimeline
GEM Asset Management, LLC906$267K0.12%-1313F-HRTimeline
BetterWealth, LLC905$266K0.05%+27213F-HRTimeline
Next Level Wealth Planning, LLC902$265K0.14%013F-HRTimeline
Everstar Asset Management, LLC900$265K0.14%013F-HRTimeline
High Probability Advisors, LLC900$265K0.03%+15713F-HRTimeline
Trust Co of Kansas899$264K0.15%013F-HRTimeline
Bonfire Financial897$264K0.2%+3113F-HRTimeline
GFG Capital, LLC894$263K0.08%+8513F-HRTimeline
Quest 10 Wealth Builders, Inc.894$263K0.23%+10013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC893$263K0.19%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC892$262K0.09%-1013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…891$262K0.16%-48713F-HRTimeline
Adams Wealth Management890$262K0.06%013F-HRTimeline
Reliant Investment Management, LLC887$261K0.13%-9413F-HRTimeline
Graney & King, LLC885$260K0.14%-313F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC884$260K0.22%new13F-HRTimeline
Quarry LP883$260K0.05%+56213F-HRTimeline
Mullaney, Keating & Wright, Inc.882$259K0.14%013F-HRTimeline
Schonfeld Strategic Advisors LLC882$259K<0.01%-2,78813F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC882$259K0.2%-13813F-HRTimeline
Coastline Complete Wealth LLC881$259K0.16%new13F-HRTimeline
Providence Financial Advisors, LLC880$259K0.15%+14713F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…874$257K0.43%013F-HRTimeline
Ballast Financial Advisors LLC874$257K0.26%+3413F-HRTimeline
Generation Capital Management LLC871$256K0.19%013F-HRTimeline
Campbell Deegan Wealth Management, LLC869$256K0.21%+3513F-HRTimeline
Milestones Private Investment Advisors …868$255K0.22%-1,96313F-HRTimeline
Macro Advisors, Inc.867$255K0.11%13F-HRTimeline
Brickley Wealth Management865$254K0.04%-15313F-HRTimeline
Lummis Asset Management, LP865$254K0.15%013F-HRTimeline
Legend Financial Advisors, Inc.863$254K0.16%013F-HRTimeline
Numerai GP LLC862$254K0.03%new13F-HRTimeline
StoneCrest Wealth Management, Inc.861$253K0.11%-12413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.860$253K0.04%+9013F-HRTimeline
Gross & Hartman Investments LLC860$253K0.13%-2013F-HRTimeline
Beacon Financial Strategies CORP859$253K0.14%013F-HRTimeline
Lifelong Wealth Advisors, Inc.858$252K0.07%+1113F-HRTimeline
Luminvest Wealth Management LLC856$252K0.07%+2913F-HRTimeline
Financial Life Planners855$251K0.19%-5713F-HRTimeline
Opus Financial Solutions LLC852$251K0.24%013F-HRTimeline
Safe Harbor Family Capital, LLC852$251K0.2%-2113F-HRTimeline
Mascagni Wealth Management, Inc.852$251K0.18%new13F-HRTimeline
Phocas Financial Corp.851$250K0.04%013F-HRTimeline
Stelac Advisory Services LLC851$250K0.05%+26113F-HRTimeline
Kemnay Advisory Services Inc.851$250K0.04%-21013F-HRTimeline
MCDANIEL TERRY & CO850$250K0.02%new13F-HRTimeline
Ball & Co Wealth Management Inc.852$250K0.21%+413F-HRTimeline
Beta Wealth Group, Inc.849$250K0.1%+15913F-HRTimeline
Schwallier Wealth Management LLC848$250K0.18%013F-HRTimeline
Parrish Capital LLC848$249K0.22%013F-HRTimeline
Petix & Botte Co848$249K0.06%-76813F-HRTimeline
Advocacy Wealth Management, LLC847$249K0.01%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT845$249K0.07%-74213F-HRTimeline
Auour Investments LLC844$248K0.08%013F-HRTimeline
BCU Wealth Advisors, LLC844$248K0.09%+413F-HRTimeline
Avion Wealth845$248K0.05%-913F-HRTimeline
Quattro Advisors LLC842$248K0.21%+14113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …842$248K0.04%-813F-HRTimeline
Fortis Advisors, LLC849$248K0.12%013F-HRTimeline
Jacksonville Wealth Management, LLC840$247K0.17%+1313F-HRTimeline
Covestor Ltd840$247K0.17%-28613F-HRTimeline
Vigil Wealth Management, LLC839$247K0.2%013F-HRTimeline
Advus Financial Partners, LLC839$247K0.09%new13F-HR/ATimeline
Essential Partners LLC839$247K0.08%+613F-HRTimeline
Newport Capital Group, LLC838$247K0.15%-6713F-HRTimeline
Global View Capital Management LLC837$246K0.07%-2313F-HRTimeline
Altiora Financial Group, LLC835$246K0.04%013F-HRTimeline
Layline Advisors, LLC834$245K0.27%13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.814$245K0.23%+9213F-HRTimeline
Olde Wealth Management, LLC836$245K0.08%-4113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.831$244K0.07%013F-HRTimeline
Alamar Capital Management, LLC830$244K0.15%013F-HRTimeline
Aspect Partners, LLC829$244K0.1%+213F-HRTimeline
Chatterton & Associates Inc.785$244K0.17%+12213F-HRTimeline
Note Advisors, LLC828$244K0.12%013F-HRTimeline
Archvest Wealth Advisors, Inc.828$243K0.16%-6013F-HRTimeline
Timber Creek Capital Management LLC825$243K0.06%013F-HRTimeline
PMG Wealth Management, Inc.825$243K0.18%-18813F-HRTimeline
Madrid Wealth Management, LLC824$242K0.18%013F-HR/ATimeline
CLARK FINANCIAL SERVICES GROUP INC …823$242K0.13%+6213F-HRTimeline
Waratah Capital Advisors Ltd.823$242K0.02%-24813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…823$242K0.12%+9613F-HRTimelineGroup
CADEN CAPITAL PARTNERS, LP822$242K2.98%+49813F-HRTimeline
Three Seasons Wealth, LLC822$242K0.09%+9313F-HRTimeline
Boulder Wealth Advisors, LLC820$241K0.1%+4613F-HRTimeline
Barnes Wealth Management Group, Inc820$241K0.12%+2013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.819$241K0.18%+16013F-HRTimeline
Fairway Wealth LLC819$241K0.06%-4413F-HRTimeline
DiPaolo Financial Group, Inc.817$240K0.17%new13F-HRTimeline
TSA Wealth Managment LLC816$240K0.08%-4213F-HRTimeline
Millington Financial Advisors, LLC770$240K0.1%-1913F-HRTimeline
BlueChip Wealth Advisors LLC815$240K0.11%-3413F-HRTimeline
Baron Financial Group, LLC815$240K0.13%013F-HRTimeline
Stonebridge Wealth Management, LLC814$240K0.23%-3213F-HRTimeline
Mittelman Wealth Management812$239K0.15%new13F-HRTimeline
Headland Capital, LLC811$239K0.07%-513F-HRTimeline
Pearl Planning LLC809$238K0.13%013F-HRTimeline
DecisionPoint Financial, LLC808$238K0.05%013F-HRTimeline
Navigate Wealth Management, LLC757$237K0.17%13F-HRTimeline
Cobblestone Asset Management LLC804$237K0.11%013F-HRTimeline
PACK Private Wealth, LLC803$236K0.11%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC800$235K0.08%013F-HRTimeline
RiverTree Advisors, LLC800$235K0.15%013F-HRTimeline
Schaeffer Financial LLC798$235K0.2%013F-HRTimeline
Fox Hill Wealth Management795$234K0.11%+2613F-HRTimeline
V2 Financial group LLC792$233K0.11%+9213F-HRTimeline
PINCUS CAPITAL MANAGEMENT, LP792$233K0.16%new13F-HRTimeline
marrick wealth, LLC791$233K0.2%-2713F-HRTimeline
Financial Avengers, Inc.788$232K0.11%-2113F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…741$231K0.06%013F-HRTimeline
PVG ASSET MANAGEMENT CORP723$231K0.14%-5713F-HRTimeline
Sequent Planning LLC783$230K0.06%-2913F-HRTimeline
Peak Wealth Management LLC779$229K0.19%013F-HRTimeline