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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,079 managers (5,157 13F filers) reported a position in JPM shares at 2026-06-30, 1,969,822,715 shares in all. 163 filers opened a position and 116 filers sold out during the quarter.

Managers
5,079
13F filers
5,157
New
163
Added
2,270
Reduced
2,116
Sold out
116
Shares held by filers
1,969,822,715

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Main Street Group, LTD322$105K0.02%-5313F-HRTimeline
Morton Brown Family Wealth, LLC321$105K0.02%+2513F-HRTimeline
Global X Japan Co., Ltd.316$103K<0.01%+2513F-HRTimeline
Retirement Wealth Solutions LLC312$102K0.06%013F-HRTimeline
Glass Jacobson Investment Advisors llc307$100K0.03%-70013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC296$96.9K0.03%013F-HRTimeline
Kroeger Financial Partners292$95.6K0.09%13F-HRTimeline
Kings Path Partners LLC286$93.6K0.02%+1013F-HRTimeline
Seneschal Advisors, LLC281$91.9K0.06%013F-HRTimeline
Navera Investment Management Ltd.280$91.7K<0.01%013F-HRTimeline
Neo Ivy Capital Management271$88.7K0.02%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC260$85K0.04%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…256$83K<0.01%-213F-HRTimelineGroup
Ulland Investment Advisors, LLC253$83K0.06%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…245$80.2K0.06%013F-HRTimeline
Phillip James Consulting Co.240$78.6K0.05%013F-HRTimeline
Disciplina Capital Management LLC238$78K0.01%+113F-HRTimeline
Brooklyn FI, LLC223$77.7K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC237$77.6K0.02%-9,25413F-HRTimeline
HFM Investment Advisors, LLC232$75.9K0.03%+4213F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA211$69.2K0.13%+5113F-HRTimeline
Turim 21 Investimentos Ltda.210$68.7K0.01%013F-HRTimeline
Alpha Wealth Funds, LLC197$64.5K0.04%new13F-HRTimeline
Nvest Wealth Strategies, Inc.196$64.2K0.04%013F-HRTimeline
Prudent Man Investment Management, Inc.194$62.5K0.02%013F-HRTimeline
Collier Financial190$62.2K0.04%013F-HRTimeline
Montgomery Financial Services LLC189$61.9K0.05%13F-HRTimeline
Lloyd Advisory Services, LLC.185$60.7K0.02%-6,26313F-HRTimeline
Decker Retirement Planning Inc.184$60.1K0.02%+3313F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…178$58K<0.01%-1213F-HRTimelineGroup
Sunrise Financial Services, LLC168$55K0.03%+213F-HRTimeline
XY Capital Ltd166$54.3K0.06%new13F-HRTimeline
Curat Global, LLC180$52.9K0.04%013F-HRTimeline
Bear Mountain Capital, Inc.152$52.1K0.02%013F-HRTimeline
Birchwood Financial Partners, Inc.158$51.7K0.04%013F-HRTimeline
Investors Portfolio Services LLC155$50.6K0.04%+413F-HRTimeline
Timbuktu Capital Management, LLC153$50.1K0.08%13F-HRTimeline
Carolina Wealth Advisors, LLC149$48.8K0.02%013F-HRTimeline
Pioneer Family Office, LLC142$46.5K0.02%013F-HRTimeline
WHI TRUST Co LLC139$45.5K0.03%013F-HRTimeline
MJT & Associates Financial Advisory Gro…130$42.6K0.03%+1613F-HRTimeline
Merrithew & Thorsten Inc125$41K0.03%+113F-HRTimeline
Torren Management, LLC124$40.6K0.02%+113F-HRTimeline
Redwood Park Advisors LLC122$39.9K0.03%+113F-HRTimeline
SWAN Capital LLC112$36.6K0.01%-7113F-HRTimeline
Atomic Invest LLC110$36.3K<0.01%-4213F-HRTimeline
Accordant Advisory Group Inc109$35.7K0.02%013F-HRTimeline
POM Investment Strategies, LLC103$33.8K0.04%-3,98513F-HRTimeline
Advantage Trust Co101$33.1K0.01%+5613F-HRTimeline
Aventus Investment Advisors, Inc.100$32.7K0.02%new13F-HRTimeline
Strategic Advocates LLC92$30.1K0.12%+1613F-HRTimeline
Harbor Asset Planning, Inc.91$29.8K0.02%013F-HRTimeline
Quarry LP85$27.8K<0.01%-79813F-HRTimeline
Park Square Financial Group, LLC79$25.9K0.23%-2313F-HRTimeline
Fairman Group, LLC78$25.7K0.02%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.70$22.9K0.02%013F-HRTimeline
Whipplewood Advisors, LLC70$22.9K0.02%-53313F-HRTimeline
Timmons Wealth Management, LLC67$21.9K0.02%-1613F-HRTimeline
Transce3nd, LLC62$20.9K0.18%-313F-HRTimeline
3 FACTOR INDEXING, LLC54$17.7K0.01%013F-HRTimeline
PayPay Securities Corp52$17K0.42%-2313F-HRTimeline
Breakwater Investment Management50$16.4K0.01%-4213F-HRTimeline
LGT Financial Advisors LLC46$14.9K0.08%+113F-HRTimeline
BARD ASSOCIATES INC40$13.1K<0.01%new13F-HRTimeline
Luminist Capital LLC38$12.4K0.01%new13F-HRTimeline
JDM Financial Group LLC36$11.8K<0.01%013F-HRTimeline
Friedenthal Financial33$10.8K<0.01%013F-HRTimeline
Benson Wealth Management INC33$10.8K0.01%013F-HRTimeline
HighMark Wealth Management LLC30$9.82K<0.01%new13F-HRTimeline
Delta Accumulation, LLC26$8.51K0.02%013F-HRTimeline
Minot DeBlois Advisors LLC25$8.18K0.01%-1513F-HRTimeline
FIDUCIARY ADVISORS, INC.18$5.89K<0.01%new13F-HRTimeline
Networth Advisors, LLC6$1.96K<0.01%-4613F-HRTimeline
PALLADIEM, LLC4$1.31K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC4$1.31K0.02%+213F-HRTimeline
Cordant, Inc.4$1.2K<0.01%new13F-HRTimeline
GFS Advisors, LLC24,065$34.3K-6413F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Coppell Advisory Solutions LLC14,953$2.94Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
PeakShares LLC4,006$1.31B+28513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.