JPM JPMORGAN CHASE & CO

COM (common), issuer CIK 19617

5,080 managers (5,157 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,062,074 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers: 5,080
13F filers: 5,157
New: 117
Added: 1,970
Reduced: 2,154
Sold out: 87
Shares held by filers: 1,989,062,074

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.

Holder	Shares	Value	% of portfolio	Change	Source
Donalies Financial Planning, LLC	775	$250K	0.21%		13F-HR Timeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…	775	$250K	<0.01%	-7,669	13F-HR Timeline Group
Sightline Wealth Advisors, LLC	775	$250K	0.11%	-4	13F-HR Timeline
Boulder Wealth Advisors, LLC	774	$249K	0.11%	new	13F-HR Timeline
Bay Harbor Wealth Management, LLC	772	$249K	0.07%	+146	13F-HR Timeline
Elefante Mark B	772	$249K	0.15%	0	13F-HR Timeline
LANE BROTHERS & CO INC	771	$248K	0.18%		13F-HR Timeline
Andina Capital Management, LLC	770	$248K	0.15%	+94	13F-HR Timeline
Pacific Capital Wealth Advisors, Inc.	770	$248K	0.04%	-57	13F-HR Timeline
Fox Hill Wealth Management	769	$248K	0.12%	+81	13F-HR Timeline
Wingate Wealth Advisors, Inc.	769	$248K	0.14%	-2	13F-HR Timeline
David J Yvars Group	768	$247K	0.13%	0	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	764	$246K	0.17%	-5	13F-HR Timeline
Hudson Oak Wealth Advisory LLC	764	$246K	0.22%		13F-HR Timeline
Vienna Asset Management LLC	763	$246K	0.14%	new	13F-HR Timeline
BAM Wealth Management, LLC	762	$245K	0.18%	-23	13F-HR Timeline
ALONGSIDE, LLC	759	$245K	0.08%		13F-HR Timeline
Opes Wealth Management LLC	759	$245K	0.04%	-22	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	758	$244K	0.21%	-295	13F-HR Timeline
TRAN CAPITAL MANAGEMENT, L.P.	758	$244K	0.03%	+4	13F-HR Timeline
Alpha Financial Advisors, LLC	757	$244K	0.07%	new	13F-HR Timeline
HERITAGE OAK WEALTH ADVISORS LLC	757	$244K	0.09%	+63	13F-HR Timeline
FOUNDERS CAPITAL MANAGEMENT, LLC	754	$243K	0.04%	+47	13F-HR Timeline
Davies Financial Advisors, Inc.	753	$243K	0.45%	-1,124	13F-HR Timeline
Capital Investment Services of America,…	751	$242K	0.02%	0	13F-HR Timeline
North Berkeley Wealth Management, LLC	751	$242K	0.14%	-3	13F-HR Timeline
Chico Wealth RIA	751	$242K	0.16%	new	13F-HR Timeline
CLARK ESTATES INC/NY	750	$242K	0.06%	0	13F-HR Timeline
PETREDIS INVESTMENT ADVISORS LLC	748	$241K	0.02%	0	13F-HR Timeline
Westend Capital Management, LLC	744	$240K	0.07%	+579	13F-HR Timeline
Mason & Associates, LLC	744	$240K	0.05%	+29	13F-HR Timeline
High Probability Advisors, LLC	743	$239K	0.03%	0	13F-HR Timeline
Peak Financial Management, Inc.	742	$239K	0.06%	+20	13F-HR Timeline
Gator Capital Management, LLC	740	$238K	0.05%	0	13F-HR Timeline
Chaney Capital Management, Inc.	739	$238K	0.08%	0	13F-HR Timeline
Blue Barn Wealth, LLC	738	$238K	0.35%	-474	13F-HR Timeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …	738	$238K	0.22%		13F-HR Timeline
Ridgeline Wealth Planning, LLC	736	$237K	0.17%	new	13F-HR Timeline
Tidemark, LLC	735	$237K	0.07%	-8	13F-HR Timeline
Providence Financial Advisors, LLC	733	$236K	0.24%	0	13F-HR Timeline
Three Seasons Wealth, LLC	729	$235K	0.02%	+17	13F-HR Timeline
Fiscal Wisdom Wealth Management, LLC	729	$235K	0.22%	-15	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	727	$234K	0.11%	+339	13F-HR Timeline Group
MUSTICO FINANCIAL GROUP, INC.	712	$234K	0.18%	new	13F-HR Timeline
Integras Partners LLC	726	$234K	0.19%	-157	13F-HR Timeline
Spectrum Wealth Advisory Group, LLC	726	$234K	0.09%	-61	13F-HR Timeline
GARRISON BRADFORD & ASSOCIATES INC	725	$234K	0.25%	0	13F-HR Timeline
Crestmont Private Wealth LLC	724	$233K	0.08%	0	13F-HR Timeline
Navigoe, LLC	726	$233K	0.14%	0	13F-HR Timeline
Seneca Financial Advisors LLC	723	$233K	0.07%	+10	13F-HR Timeline
Gray Private Wealth, LLC	721	$232K	0.11%	0	13F-HR Timeline
MA Private Wealth	721	$232K	0.04%	-379	13F-HR Timeline
Franklin, Parlapiano, Turner & Welch, L…	741	$232K	0.06%	0	13F-HR Timeline
CV Advisors LLC	718	$231K	0.06%	+55	13F-HR Timeline
SEMITAM BONAM LLC	717	$231K	0.19%	0	13F-HR Timeline
Wealth Group Ltd	713	$230K	0.05%	new	13F-HR Timeline
Cornerstone Wealth Advisors, Inc.	709	$229K	0.05%	+2	13F-HR Timeline
BG Investment Services, LLC	706	$228K	0.2%	+24	13F-HR Timeline
Renaissance Investment Group LLC	706	$227K	0.05%	0	13F-HR Timeline
PLANNING DIRECTIONS INC	705	$227K	0.11%	+4	13F-HR Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC	704	$227K	0.1%	-44	13F-HR Timeline
Heritage Family Offices, LLP	704	$227K	0.1%	new	13F-HR Timeline
Quattro Advisors LLC	701	$226K	0.18%		13F-HR Timeline
FORTE ASSET MANAGEMENT LLC	700	$226K	0.1%	0	13F-HR Timeline
V2 Financial group LLC	700	$226K	0.11%	0	13F-HR Timeline
Smith Partners Wealth Management, LLC	700	$226K	0.21%		13F-HR Timeline
Creative Capital Management Investments…	699	$225K	0.07%	+43	13F-HR Timeline
CONTINENTAL INVESTORS SERVICES, INC.	722	$225K	0.29%	+34	13F-HR Timeline
Integrity Investment Advisors, LLC	697	$224K	0.12%	new	13F-HR Timeline
Forefront Wealth Partners, LLC	696	$224K	0.11%	new	13F-HR Timeline
Asset Allocation & Management Company, …	695	$224K	0.09%	0	13F-HR Timeline
PEAK FINANCIAL ADVISORS LLC	695	$224K	0.1%	0	13F-HR Timeline
Cedar Wealth Management, LLC	692	$223K	0.07%	+641	13F-HR Timeline
Michels Family Financial, LLC	692	$223K	0.16%	new	13F-HR Timeline
ODonnell Financial Services, LLC	691	$223K	0.08%	-3	13F-HR Timeline
Beta Wealth Group, Inc.	690	$222K	0.09%	+1	13F-HR Timeline
Marquette Asset Management, LLC	690	$222K	0.03%	+56	13F-HR Timeline
CONFLUENCE INVESTMENT MANAGEMENT LLC	685	$221K	<0.01%	0	13F-HR Timeline
PRIMORIS WEALTH ADVISORS, LLC	683	$220K	0.13%	0	13F-HR Timeline
Breachway Investments LLC	682	$220K	0.23%		13F-HR Timeline
Strategic Financial Partners, Ltd.	681	$220K	0.1%	+13	13F-HR Timeline
Salvus Wealth Management, LLC	680	$219K	0.12%	new	13F-HR Timeline
Foundry Financial Group, Inc.	678	$218K	0.11%	new	13F-HR Timeline
Torrey Growth & Income Advisors	677	$218K	0.08%	+39	13F-HR Timeline
Kaufman Rossin Wealth, LLC	676	$218K	0.11%	+11	13F-HR Timeline
Greenhouse Wealth Management, LLC	675	$217K	0.13%	0	13F-HR Timeline
Treasure Coast Financial Planning	673	$217K	0.12%	-180	13F-HR Timeline
Argo Wealth Advisory, LLC	672	$217K	0.13%		13F-HR Timeline
Tepp RIA, LLC	672	$217K	0.21%	0	13F-HR Timeline
Somerset Group LLC	661	$216K	0.16%	0	13F-HR Timeline
Guardian Wealth Management, Inc.	670	$216K	0.13%	-1	13F-HR Timeline
ClearAlpha Technologies LP	668	$215K	0.61%	new	13F-HR Timeline
Provenance Wealth Advisors, LLC	668	$215K	0.02%	-1,276	13F-HR Timeline
Aspire Capital Advisors LLC	668	$215K	0.05%	-72	13F-HR Timeline
Chatterton & Associates Inc.	663	$214K	0.18%		13F-HR Timeline
Penbrook Management LLC	660	$213K	0.15%	0	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	659	$212K	0.18%	+290	13F-HR Timeline
Capasso Planning Partners LLC	659	$212K	0.12%	new	13F-HR Timeline
Penney Financial, LLC	658	$212K	0.08%	0	13F-HR Timeline
Exit Wealth Advisors, LLC.	657	$212K	0.13%	new	13F-HR Timeline
Three Cord True Wealth Management, LLC	655	$211K	0.12%	new	13F-HR Timeline
CORBYN INVESTMENT MANAGEMENT INC/MD	655	$211K	0.06%	0	13F-HR Timeline
Advisory Advocates, LLC	655	$211K	0.21%		13F-HR Timeline
Sound Stewardship, LLC	655	$211K	0.1%	0	13F-HR Timeline
CARDEROCK CAPITAL MANAGEMENT INC	654	$211K	0.05%	-14	13F-HR Timeline
Trinity Wealth Management, LLC	652	$210K	0.08%	+4	13F-HR Timeline
Evolution Advisers, Inc.	651	$209K	0.09%	0	13F-HR Timeline
Johnson Bixby & Associates, LLC	648	$209K	0.03%	new	13F-HR Timeline
SK Wealth Management, LLC	681	$209K	0.06%	-30	13F-HR Timeline
Lifetime Wealth Management P.C.	647	$208K	0.13%		13F-HR/A Timeline
Financial Futures Ltd Liability Co.	645	$208K	0.1%	+10	13F-HR Timeline
Mason Investment Advisory Services, Inc.	645	$208K	0.01%	new	13F-HR Timeline
Castellan Group	644	$208K	0.03%	new	13F-HR Timeline
Signature Resources Capital Management,…	643	$207K	0.1%	+30	13F-HR Timeline
Aegis Wealth Management, Inc.	643	$207K	0.16%		13F-HR Timeline
BRIGHTON SECURITIES CORP.	643	$207K	0.1%	-81	13F-HR Timeline
WELCH CAPITAL PARTNERS LLC/NY	642	$207K	0.04%	0	13F-HR Timeline
Collar Capital Management, LLC	641	$207K	0.14%	0	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	640	$206K	0.03%	-1,459	13F-HR Timeline
Pinnacle Family Advisors, LLC	637	$205K	0.09%	new	13F-HR Timeline
Blue Sky Capital Consultants Group, Inc.	634	$205K	0.09%	new	13F-HR Timeline
BetterWealth, LLC	633	$204K	0.05%	-42	13F-HR Timeline
JOHN G ULLMAN & ASSOCIATES INC	633	$204K	0.03%	new	13F-HR Timeline
Mendota Financial Group, LLC	631	$203K	0.15%	0	13F-HR Timeline
Graetz Wealth LLC	630	$203K	0.18%		13F-HR Timeline
Barry Investment Advisors, LLC	629	$203K	0.05%	-625	13F-HR Timeline
Ted Buchan & Co	628	$202K	0.07%	-47	13F-HR Timeline
RESOLUTE CAPITAL, LLC	627	$202K	0.08%		13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	626	$202K	0.06%	-35	13F-HR Timeline
Ellis Investment Partners, LLC	626	$202K	0.04%	new	13F-HR Timeline
True Wealth Design, LLC	625	$201K	0.06%	+100	13F-HR Timeline
Hyperion Capital Advisors LP	624	$201K	0.1%	new	13F-HR Timeline
C2C Wealth Management, LLC	622	$200K	0.17%	new	13F-HR Timeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV	622	$200K	0.05%	new	13F-HR Timeline
AFFINITY WEALTH LLC	614	$198K	0.14%	new	13F-HR Timeline
Bayforest Capital Ltd	611	$197K	0.15%	new	13F-HR Timeline
TOBAM	608	$196K	0.05%	+35	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
BASSO CAPITAL MANAGEMENT, L.P.	604	$195K	0.12%	0	13F-HR Timeline
MidAtlantic Capital Management, Inc.	600	$193K	0.12%	new	13F-HR Timeline
Advocate Investing Services LLC	599	$193K	0.17%		13F-HR Timeline
Stelac Advisory Services LLC	590	$190K	0.07%	-3	13F-HR Timeline
Merited Wealth, LLC	590	$190K	0.18%		13F-HR Timeline
eCIO, Inc.	589	$190K	0.09%	-178	13F-HR Timeline
Howard Hughes Medical Institute	588	$189K	0.11%	-3	13F-HR Timeline
GF FUND MANAGEMENT CO. LTD.	586	$189K	<0.01%	new	13F-HR Timeline
West Financial Advisors, LLC	585	$188K	0.03%	+19	13F-HR Timeline
NorthAvenue LLC	583	$188K	0.16%		13F-HR Timeline
Standard Family Office LLC	576	$186K	0.2%	0	13F-HR Timeline
Financial Network Wealth Advisors LLC	576	$186K	0.19%	+2	13F-HR Timeline
Sherman Asset Management, Inc.	570	$184K	0.16%	0	13F-HR Timeline
Copia Wealth Management	568	$183K	0.13%	0	13F-HR Timeline
Horrell Capital Management, Inc.	547	$176K	0.08%	0	13F-HR Timeline
Motiv8 Investments LLC	520	$168K	0.09%	new	13F-HR Timeline
Strategic Wealth Advisors LLC	502	$161K	0.14%		13F-HR Timeline
Ankerstar Wealth, LLC	498	$161K	0.16%		13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	496	$160K	0.02%	0	13F-HR Timeline
Davis Capital Management	494	$159K	0.11%	0	13F-HR Timeline
Lloyd Advisory Services, LLC.	488	$157K	0.06%	-727	13F-HR Timeline
IFC & Insurance Marketing, Inc.	485	$156K	0.15%		13F-HR Timeline
Sarver Vrooman Wealth Advisors	476	$153K	0.1%	-104	13F-HR/A Timeline
Vermillion & White Wealth Management Gr…	510	$153K	0.08%	+43	13F-HR Timeline
SFAM, LLC	474	$153K	0.14%		13F-HR Timeline
CURIO WEALTH, LLC	459	$151K	0.05%	+79	13F-HR Timeline
ISLAY CAPITAL MANAGEMENT, LLC	465	$150K	0.09%	0	13F-HR Timeline
Keewaydin Investments LLC	462	$149K	0.04%		13F-HR Timeline
MILLER WEALTH ADVISORS, LLC	430	$139K	0.05%	0	13F-HR/A Timeline
Vinland Capital Management Gestora de R…	430	$139K	1.69%	-167	13F-HR Timeline
Inlight Wealth Management, LLC	427	$138K	0.05%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	424	$137K	0.01%	+18	13F-HR Timeline
Red Tortoise LLC	412	$133K	0.06%	0	13F-HR Timeline
ABOUND FINANCIAL, LLC	394	$127K	0.05%	new	13F-HR/A Timeline
Paladin Partners, LLC	385	$124K	0.09%		13F-HR Timeline
Robinswood Financial LLC	377	$122K	0.04%	0	13F-HR Timeline
Pingora Partners LLC	375	$121K	0.07%	-20	13F-HR Timeline
Kilter Group LLC	367	$118K	0.05%	-3	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	362	$117K	0.02%	-97	13F-HR Timeline Group
Bare Financial Services, Inc	361	$116K	0.03%	+3	13F-HR Timeline
Virtus Investment Advisers, LLCgroup of 2 filers holding	360	$116K		-7,734	Timeline VIRTUS ADVISERS, LLC: 360 (0.05%) 13F-HR Virtus Investment Advisers, LLC: sold out, -6,145 13F-HR
Anfield Capital Management, LLCin group Anfield Capital Management, L…	352	$113K	0.04%	+40	13F-HR Timeline Group
Financial Connections Group, Inc.	353	$113K	0.04%	+10	13F-HR Timeline
Robbins Farley	345	$111K	0.05%	+30	13F-HR Timeline
Estate Planners Group, LLC	336	$108K	0.05%		13F-HR Timeline
SWISS RE LTDin group SWISS RE LTD	334	$108K	0.01%		13F-HR Timeline Group
CADEN CAPITAL PARTNERS, LP	324	$104K	0.24%	new	13F-HR Timeline
180 GPS Investments IC Ltd	323	$104K	0.08%	-44,414	13F-HR Timeline
Cedar Mountain Advisors, LLC	322	$104K	0.02%	+1	13F-HR Timeline
Quarry LP	321	$103K	0.02%	-979	13F-HR Timeline
HEARTLAND ADVISORS INC	316	$102K	0.01%	0	13F-HR Timeline
Strengthening Families & Communities, L…	316	$102K	0.04%	+2	13F-HR Timeline
GPS Wealth Strategies Group, LLC	315	$101K	0.09%	-6,749	13F-HR Timeline
Retirement Wealth Solutions LLC	314	$101K	0.06%	0	13F-HR Timeline
Seneschal Advisors, LLC	302	$97.2K	0.07%	0	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	296	$95.4K	0.03%	-273	13F-HR Timeline
Turning Point Benefit Group, Inc.	288	$92.8K	0.05%	+176	13F-HR Timeline
Key Capital Management, INC	282	$90.9K	0.09%		13F-HR Timeline
DV Trading LLC	280	$90.2K	0.01%		13F-HR Timeline
Navera Investment Management Ltd.	280	$90.2K	<0.01%	0	13F-HR Timeline
REDMONT WEALTH ADVISORS LLC	277	$89.2K	0.14%	-17	13F-HR Timeline
Kings Path Partners LLC	276	$88.9K	0.03%	-27	13F-HR Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…	261	$83K	<0.01%	+48	13F-HR Timeline Group