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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
Gunpowder Capital Management, LLC dba O…245$78.9K0.06%13F-HRTimeline
Disciplina Capital Management LLC236$76.1K0.01%+113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC234$75.5K0.03%013F-HRTimeline
New England Capital Financial Advisors …231$74.6K0.03%+3013F-HRTimeline
VESTOR CAPITAL, LLC13,695$70.9K6.94%-193,34613F-HRTimeline
Clarity Asset Management, Inc.219$70.5K0.04%+113F-HRTimeline
Innovative Advisory Group, LLC210$67.7K0.04%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC207$67K0.12%013F-HRTimeline
Phillip James Consulting Co.210$64K1.13%13F-HRTimeline
Prudent Man Investment Management, Inc.194$62.5K0.02%+1613F-HRTimeline
Bear Mountain Capital, Inc.202$62.5K0.02%-613F-HRTimeline
Nvest Wealth Strategies, Inc.193$62.2K0.05%13F-HRTimeline
HFM Investment Advisors, LLC192$61.9K0.02%+10513F-HRTimeline
Collier Financial190$61.3K0.05%013F-HRTimeline
Valor Advisors LLC189$60.9K0.05%13F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…185$60K<0.01%-7313F-HRTimelineGroup
Curat Global, LLC180$58K0.06%013F-HRTimeline
Northwest Capital Management Inc170$54.8K0.24%-15013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC164$52.9K0.03%+5313F-HRTimeline
Miller Global Investments, LLC160$51.6K0.05%13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA159$51.1K0.11%+113F-HRTimeline
Birchwood Financial Partners, Inc.158$50.9K0.05%13F-HRTimeline
Carolina Wealth Advisors, LLC158$50.9K0.02%+913F-HRTimeline
Park Square Financial Group, LLC208$49.9K0.3%-2913F-HRTimeline
Decker Retirement Planning Inc.151$48.7K0.02%-8513F-HRTimeline
SWAN Capital LLC151$48.5K0.02%013F-HRTimeline
Cresta Advisors, Ltd.150$48.3K0.02%new13F-HRTimeline
Team Financial Group, LLC148$47.8K0.02%013F-HRTimeline
Sunrise Financial Services, LLC147$47.4K0.04%13F-HRTimeline
Morton Brown Family Wealth, LLC146$46.9K0.01%+1013F-HRTimeline
Pioneer Family Office, LLC142$45.8K0.03%13F-HRTimeline
WHI TRUST Co LLC139$44.8K0.03%13F-HRTimeline
Atomic Invest LLC137$44.3K0.02%13F-HRTimeline
Breakwater Investment Management136$43.8K0.02%+513F-HRTimeline
Investors Portfolio Services LLC136$43.8K0.04%13F-HRTimeline
Midwest Capital Advisors, LLC130$41.8K0.02%-5013F-HRTimeline
Horizons Wealth Management125$40.3K0.03%013F-HRTimeline
Merrithew & Thorsten Inc124$40K0.04%13F-HRTimeline
Redwood Park Advisors LLC121$39K0.03%+113F-HRTimeline
MJT & Associates Financial Advisory Gro…114$36.7K0.03%013F-HR/ATimeline
Osbon Capital Management LLC109$35.1K0.03%13F-HRTimeline
Mountain Hill Investment Partners Corp.100$32.2K0.02%013F-HRTimeline
10Elms LLP100$32.2K0.03%013F-HRTimeline
POM Investment Strategies, LLC96$31.1K0.02%+2013F-HRTimeline
Exane Asset Management80$30.3K0.01%-91,79413F-HRTimeline
Goodman Advisory Group, LLC93$30K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.91$29.4K0.03%013F-HRTimeline
WINNACLE WEALTH LLC90$29.1K0.02%+113F-HRTimeline
Whipplewood Advisors, LLC88$28.4K0.02%new13F-HRTimeline
Timmons Wealth Management, LLC83$26.7K0.03%13F-HRTimeline
Fairman Group, LLC78$25.1K0.02%013F-HRTimeline
PayPay Securities Corp76$24.5K0.72%+2213F-HRTimeline
Alexis Investment Partners, LLC71$22.9K0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.72$22.2K0.01%+4613F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.70$21.4K0.02%13F-HRTimeline
Transce3nd, LLC65$19.5K0.16%+213F-HRTimeline
EQ WEALTH ADVISORS, LLC57$18.4K0.01%new13F-HRTimeline
Compass Financial Services Inc55$17.8K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC50$16.1K0.01%013F-HRTimeline
Camelot Portfolios, LLC50$16.1K0.01%new13F-HRTimeline
LGT Financial Advisors LLC45$14.6K0.09%013F-HRTimeline
Advantage Trust Co45$14.5K0.01%-4513F-HRTimeline
LM Advisors LLC4,250$13.2K0.25%-8,91213F-HRTimeline
Caitlin John, LLC39$12.7K0.01%013F-HRTimeline
JDM Financial Group LLC36$11.6K<0.01%-2913F-HRTimeline
Friedenthal Financial33$10.6K0.01%013F-HRTimeline
Benson Wealth Management INC33$10.6K0.01%13F-HRTimeline
Battery Global Advisors, LLC63$7.54K<0.01%-1,65413F-HRTimeline
Family CFO Inc21$6.77K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC16$5.16K<0.01%-30813F-HRTimeline
HighMark Wealth Management LLC15$4.87K<0.01%+1413F-HRTimeline
Financially Speaking Inc15$4.83K<0.01%013F-HRTimeline
Networth Advisors, LLC13$4.19K<0.01%13F-HRTimeline
IFS Advisors, LLC11$3.66K<0.01%013F-HRTimeline
Luminist Capital LLC6$1.93K<0.01%new13F-HRTimeline
PALLADIEM, LLC4$1.29K<0.01%13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4$1.29K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC3$9670.02%+113F-HRTimeline
Align Financial, LLC212,369$212K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.