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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

Filings received so far for Q3 2026: 656 13F filers report a position in JPM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Oliver Luxxe Assets LLC3,744$1.24M0.19%-1,52813F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,691$1.22M1.15%+4113F-HRTimeline
FORM Wealth Advisors, LLC3,628$1.2M0.13%-7713F-HRTimeline
R.H. Dinel Investment Counsel, Inc.3,592$1.19M0.84%-30013F-HRTimeline
MFA Wealth Services3,572$1.18M0.7%-11913F-HRTimeline
Lexington Hill Partners, LLC3,525$1.17M0.51%013F-HRTimeline
WJ Interests, LLC3,498$1.16M0.42%013F-HRTimeline
Wealth Science Advisors LLC3,493$1.16M0.49%-18813F-HRTimeline
Delta Wealth Advisors LLC3,477$1.15M0.79%013F-HRTimeline
Meridian Financial Advisors, LLC3,466$1.15M0.54%+55413F-HRTimeline
Gouws Capital LLC3,433$1.14M0.54%013F-HRTimeline
Ledgewood Wealth Advisors, LLC3,421$1.13M0.62%+1,66113F-HRTimeline
Maltin Wealth Management, Inc.3,406$1.13M0.37%+913F-HRTimeline
Bank & Trust Co3,390$1.12M0.71%-4813F-HRTimeline
Weaver Consulting Group3,389$1.12M0.22%+11713F-HRTimeline
RVW Wealth, LLC3,383$1.12M0.07%+1813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,382$1.12M0.31%-2713F-HRTimeline
Western Financial Corp/CA3,363$1.11M0.37%+5413F-HRTimeline
KFA Private Wealth Group, LLC3,357$1.11M0.26%+54813F-HRTimeline
Buttonwood Financial Advisors Inc.3,324$1.1M0.33%-513F-HRTimeline
Lord & Richards Wealth Management, LLC3,308$1.09M0.84%+59313F-HRTimeline
Capital Advantage, Inc.3,272$1.08M0.13%+1013F-HRTimeline
Castleview Partners, LLC3,262$1.08M0.47%+14713F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH3,210$1.06M0.18%013F-HRTimeline
Worth Asset Management, LLC3,195$1.06M0.31%+54213F-HRTimeline
CapWealth Advisors, LLC3,157$1.04M0.08%+15713F-HRTimeline
WestHill Financial Advisors, Inc.3,149$1.04M0.17%-5613F-HRTimeline
Intelligence Driven Advisers, LLC3,145$1.04M0.18%+25513F-HRTimeline
Decker Wealth Management LLC3,144$1.04M0.21%+90313F-HRTimeline
LAWOOD & CO3,136$1.04M0.72%-5513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,116$1.03M0.06%+7613F-HRTimeline
Ring Mountain Capital, LLC3,112$1.03M0.42%+813F-HRTimeline
Arbor Wealth Advisors LLC3,096$1.02M0.64%013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,097$1.02M0.68%-2513F-HRTimeline
Greater Midwest Financial Group, LLC3,071$1.02M0.48%+913F-HRTimeline
American National Bank of Texas3,068$1.01M0.93%-3713F-HRTimeline
Dakota Community Bank & Trust NA3,055$1.01M2.9%+24413F-HRTimeline
Aletheian Wealth Advisors LLC2,996$991K0.4%+3613F-HRTimeline
Hamilton Capital, LLC2,984$987K0.06%+13113F-HRTimeline
Financial Enhancement Group LLC2,993$986K0.11%-3813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,978$985K0.3%+24113F-HRTimeline
Integris Wealth Management, LLC2,979$985K0.19%+1013F-HRTimeline
Successful Portfolios LLC2,952$981K0.45%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC2,957$978K0.2%-7313F-HRTimeline
Friday Financial2,931$976K0.19%+19013F-HRTimeline
Pachira Investments Inc.2,946$975K0.31%+23313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC2,898$959K0.19%-4413F-HRTimeline
My Personal CFO, LLC2,863$947K0.34%+13313F-HRTimeline
Paragon Capital Management Ltd2,856$945K0.17%-12613F-HRTimeline
Meritas Wealth Management, LLC2,827$935K0.34%+1,59613F-HRTimeline
Objective Capital Management, LLC2,825$935K0.84%-4913F-HRTimeline
Cambridge Financial Group, LLC2,768$906K0.29%013F-HRTimeline
SACHEM HILL LLC2,705$895K0.16%-17713F-HRTimeline
Banque de Luxembourg S.A.2,705$895K0.4%+11113F-HRTimeline
Harrington Investments, INC2,685$888K0.42%013F-HRTimeline
Veery Capital, LLC2,671$884K0.24%+113F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,637$874K0.35%-64513F-HRTimeline
Emergent Wealth Advisors, LLC2,610$863K0.45%+10913F-HRTimeline
CLG LLC2,601$860K0.18%+7013F-HRTimeline
StoryOne LLC2,584$855K0.39%+2913F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC2,570$850K0.01%013F-HRTimeline
Burkett Asset Management Ltd2,540$840K0.79%-19013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,535$839K0.35%+12813F-HRTimeline
Prospera Capital Management, LLC2,452$828K0.26%013F-HRTimeline
jvl associates llc2,501$827K0.24%+3513F-HRTimeline
JACOBS & CO/CA2,452$811K0.07%+813F-HRTimeline
LifeGoal Investments, LLC2,449$810K0.25%+20613F-HRTimeline
Clay Northam Wealth Management, LLC2,447$810K0.38%013F-HRTimeline
Walker Asset Management, LLC2,445$809K0.41%-3613F-HRTimeline
Capitol Family Office, Inc.2,442$808K0.87%-9313F-HRTimeline
Compass Financial Group, INC/SD2,431$804K0.09%+413F-HRTimeline
Sloy Dahl & Holst, LLC2,417$800K0.12%-9513F-HRTimeline
Wise Wealth Partners2,415$799K1.46%013F-HRTimeline
6th Street Advisors, LLC2,391$791K0.46%+113F-HRTimeline
15 Wealth Advisors LLC2,381$788K0.2%13F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…2,349$778K0.56%+50313F-HRTimeline
Investors Research Corp2,323$769K0.14%-26813F-HRTimeline
Wisconsin Wealth Advisors, LLC2,319$767K0.65%+4613F-HRTimeline
Advisory Solutions Group, LLC2,288$757K0.16%+1,27113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC2,273$752K0.2%-34313F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,219$734K0.28%+913F-HRTimeline
Tactive Advisors, LLC2,216$733K0.18%-24913F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …2,216$733K0.05%+7313F-HRTimeline
Vilga Financial Planning LLC2,197$727K0.43%-3213F-HRTimeline
CMG Global Holdings, LLC2,183$722K0.32%-9813F-HRTimeline
Kaizen Financial Strategies2,164$716K0.28%-6613F-HRTimeline
Seven Hills Financial, LLC2,128$704K0.42%13F-HRTimeline
Factor Wealth Management LTD2,127$704K0.11%-18213F-HRTimeline
True Wealth Design, LLC2,117$700K0.16%+11313F-HRTimeline
Peterson Wealth Advisors, LLC2,094$693K0.08%-1613F-HRTimeline
Foundation Wealth Management, LLC\PA2,084$690K0.23%+713F-HRTimeline
Plan A Wealth LLC2,051$679K0.24%-11513F-HRTimeline
Fortress Financial Solutions, LLC2,020$668K0.57%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,004$663K0.07%-3013F-HRTimeline
Councilor Wealth, LLC1,997$661K0.27%-15413F-HRTimeline
Wiser Wealth Management, Inc1,995$660K0.12%+7213F-HRTimeline
RTD Financial Advisors, Inc.1,972$652K0.07%-26813F-HRTimeline
Kearns & Associates LLC1,967$651K0.3%013F-HRTimeline
Sprinkle Financial Consultants LLC1,955$647K0.25%-6313F-HRTimeline
Echo45 Advisors LLC1,932$639K0.29%+35413F-HRTimeline
Bestgate Wealth Advisors, LLC1,929$638K0.4%+12313F-HRTimeline
CV Advisors LLC1,918$635K0.11%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,910$632K0.06%+10513F-HRTimeline
Gladwyn Financial Advisors, Inc.1,852$613K0.39%013F-HRTimeline
ALKEME WEALTH, LLC1,816$601K0.23%-7413F-HRTimeline
Able Wealth Management LLC1,806$600K0.13%-47213F-HRTimeline
Box Hill Private Wealth LLC1,813$600K0.44%-3613F-HRTimeline
Midwest Financial Partners Investments,…1,809$598K0.23%-1013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…1,808$598K0.39%-12913F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,806$597K0.16%+5513F-HRTimeline
21 West Wealth Management LLC1,790$592K0.51%-7213F-HRTimeline
Navigate Wealth Management, LLC1,775$591K0.36%-41713F-HRTimeline
Elm3 Financial Group, LLC1,774$587K0.39%-3713F-HRTimeline
Yoder Wealth Management, Inc.1,757$581K0.22%+3013F-HRTimeline
CGC Financial Services, LLC1,753$580K0.13%013F-HRTimeline
KWMG, LLC1,748$578K0.04%+3513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,747$578K0.95%-6,31113F-HRTimeline
Noble Wealth Management PBC1,725$571K0.26%-7413F-HRTimeline
25 LLC1,724$570K0.16%-5813F-HRTimeline
Defender Capital, LLC.1,716$568K0.18%013F-HRTimeline
Sage Capital Advisors,llc1,715$567K0.11%-1013F-HRTimeline
New Perspectives, Inc1,704$564K0.17%013F-HRTimeline
BDFS Capital LLC1,696$561K0.28%-1713F-HRTimeline
Pathway Financial Advisors LLC1,689$559K0.06%+213F-HRTimeline
WT Wealth Management1,670$552K0.15%013F-HRTimeline
Columbus Macro, LLC1,662$550K0.05%-1113F-HRTimeline
Liberty Atlantic Advisors LLC1,654$547K0.35%+65413F-HRTimeline
Clarus Wealth Advisors1,615$538K0.2%-9413F-HRTimeline
SUCCESSION FINANCIAL, INC.1,614$534K0.52%new13F-HRTimeline
Granite FO LLC1,608$532K0.29%013F-HRTimeline
LINCOLN CAPITAL CORP1,606$531K0.17%-38613F-HRTimeline
Mezzasalma Advisors, LLC1,598$529K0.11%+8413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,596$528K0.29%+1113F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,556$515K0.02%-33513F-HRTimeline
Silverberg Bernstein Capital Management…1,554$514K0.24%013F-HRTimeline
Financial Planning Navigators CORP1,542$510K0.19%+13813F-HRTimeline
Towerpoint Wealth, LLC1,523$504K0.18%-11513F-HRTimeline
GODSEY & GIBB, INC1,514$501K0.04%+1313F-HRTimeline
Fearless Solutions, LLC dba Best Invest1,500$496K0.25%013F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC1,498$496K0.18%013F-HRTimeline
ENZI WEALTH1,483$492K0.15%+17913F-HRTimeline
Williams & Novak Wealth Management, LLC1,486$491K0.3%+8213F-HRTimeline
Tenon Financial LLC1,476$488K0.15%+84013F-HRTimeline
Cooke Wealth Management, LLC1,468$486K0.41%013F-HRTimeline
Prota Financial, LLC1,451$483K0.31%013F-HRTimeline
GK Wealth Management LLC1,454$481K0.27%-30113F-HRTimeline
Shira Ridge Wealth Management1,431$473K0.16%-61913F-HRTimeline
Value Investment Professionals, LLC1,427$472K0.41%+213F-HRTimeline
Crane Advisory, LLC1,416$471K0.07%013F-HRTimeline
Marotta Asset Management1,406$465K0.08%013F-HRTimeline
Freestate Advisors LLC1,398$462K0.36%-2913F-HRTimeline
Shearwater Capital LLC1,389$460K0.22%013F-HRTimeline
Polaris Financial Partners1,371$456K0.2%13F-HRTimeline
SACKS & ASSOCIATES, LLC1,375$455K0.32%013F-HRTimeline
Roth Financial Partners LLC1,368$453K0.14%-50013F-HRTimeline
Matthew Goff Investment Advisor, LLC1,362$451K0.07%-4613F-HRTimeline
OMNI 360 Wealth, Inc.1,358$449K0.2%+20113F-HRTimeline
TCP Asset Management, LLC1,342$446K0.05%-12713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.1,347$446K0.07%+313F-HRTimeline
Orgel Wealth Management, LLC1,344$445K0.01%+6013F-HRTimeline
DWR WEALTH MANAGEMENT, LLC1,321$443K0.31%013F-HRTimeline
4WEALTH ADVISORS, INC.1,317$441K0.31%-1,49313F-HRTimeline
MPS Loria Financial Planners, LLC1,268$419K0.08%+213F-HRTimeline
Seelaus Asset Management LLC1,262$418K0.31%-13813F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,228$408K0.17%+6613F-HRTimeline
McCollum Christoferson Group LLC1,202$398K0.12%+10413F-HRTimeline
Lotus Asset Management LLC1,181$391K0.32%+2313F-HRTimeline
Eastover Investment Advisors LLC1,179$390K0.15%-313F-HRTimeline
Parkshore Wealth Management, Inc.1,172$388K0.1%013F-HRTimeline
BLVD Private Wealth, LLC1,164$385K0.29%013F-HRTimeline
FOCUS Wealth Advisors, LLC1,154$382K0.18%+213F-HRTimeline
Financial Futures Ltd Liability Co.1,148$380K0.14%+52713F-HRTimeline
Terra Nova Asset Management LLC1,143$378K0.24%+23013F-HRTimeline
Essential Partners LLC1,139$377K0.17%+5813F-HRTimeline
Fidato Wealth LLC1,129$374K0.2%new13F-HRTimeline
Kure Advisory, LLC1,113$368K0.17%+1013F-HRTimeline
Apeiron RIA LLC1,104$368K0.08%-75713F-HRTimeline
HighRoad Wealth Advisors, LLC1,106$366K0.31%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,103$365K0.11%+1713F-HRTimeline
Newton One Investments LLC1,101$364K0.09%+413F-HRTimeline
EPIQ PARTNERS, LLC1,068$353K0.15%013F-HRTimeline
Hippocratic Financial Advisors, LLC1,038$343K0.14%new13F-HRTimeline
KEATING INVESTMENT COUNSELORS INC1,025$339K0.09%-15013F-HRTimeline
Nautilus Advisors LLC1,023$339K0.2%+3613F-HRTimeline
Roan Capital Partners1,016$336K0.25%+5813F-HRTimeline
Private Capital Advisors, Inc.1,007$333K0.03%013F-HRTimeline
Ballew Advisors, Inc990$329K0.16%-20813F-HRTimeline
Dale Q Rice Investment Management Ltd993$329K0.18%013F-HRTimeline
Capital Planning LLC989$327K0.09%-2513F-HRTimeline
Innovative Wealth Building LLC989$327K0.18%+213F-HRTimeline
Beacon Financial Strategies CORP985$326K0.16%-6013F-HRTimeline
Level Financial Advisors977$323K0.07%-1,19513F-HRTimeline
FORONJY FINANCIAL LLC976$323K0.11%-4513F-HRTimeline
Israel Discount Bank of New York958$317K0.57%013F-HRTimeline
Gainplan LLC951$315K0.12%+113F-HRTimeline
GEM Asset Management, LLC951$315K0.13%+4513F-HRTimeline
AtlasMark Financial, Inc950$314K0.15%013F-HRTimeline
Sound Stewardship, LLC946$313K0.13%-113F-HRTimeline
Reliant Investment Management, LLC938$310K0.11%+5113F-HRTimeline
Integrated Financial Solutions, Inc.932$308K0.16%-19013F-HRTimeline