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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,686 managers (4,752 13F filers) reported a position in JPM shares at 2025-06-30, 2,011,737,941 shares in all. 178 filers opened a position and 105 filers sold out during the quarter.

Managers
4,686
13F filers
4,752
New
178
Added
2,027
Reduced
2,016
Sold out
105
Shares held by filers
2,011,737,941

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MMBG INVESTMENT ADVISORS CO.143,207$41.5M4.13%-1,70813F-HRTimeline
Chicago Capital, LLC142,003$41.2M1.02%+83,41713F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …141,761$41.1M1.97%+3,34513F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI140,314$40.7M2.5%-101,12813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY139,183$40.4M4.08%-5,37813F-HR/ATimeline
Vident Advisory, LLCin group Vident Advisory, LLC139,088$40.3M0.45%+9,63413F-HRTimelineGroup
LaFleur & Godfrey LLC138,838$40.3M5.03%-44213F-HRTimeline
LBP AM SA138,172$40.1M0.56%+16,86913F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…138,021$40M0.44%+77,22113F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC137,542$39.9M2.96%-87013F-HRTimeline
Penobscot Investment Management Company…137,474$39.9M3.41%+29913F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP137,377$39.8M6.92%-1,88713F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC135,376$39.2M0.18%+50213F-HRTimelineGroup
Maryland State Retirement & Pension Sys…134,689$39M0.86%+3,05213F-HRTimeline
Bollard Group LLC134,159$38.9M0.89%+11,08513F-HRTimeline
Bryn Mawr Trust Advisors, LLC134,002$38.8M2.13%+3,12313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.133,996$38.8M0.63%-14,94213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…133,686$38.8M0.75%+19,81613F-HRTimelineGroup
NFJ INVESTMENT GROUP, LLC133,128$38.6M1.35%-3,85313F-HRTimeline
SCS Capital Management LLC132,831$38.5M0.43%+73,39413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.132,483$38.4M2.64%-4,32713F-HRTimelineGroup
Parallel Advisors, LLC132,465$38.4M0.77%+2,06813F-HRTimeline
First Fiduciary Investment Counsel, Inc.132,411$38.4M7.61%-1,80913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC132,302$38.4M0.28%+9,82513F-HR/ATimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC132,115$38.3M0.92%-4,11313F-HRTimeline
Dana Investment Advisors, Inc.132,059$38.3M1.27%-2,74913F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD131,550$38.1M1.24%013F-HRTimeline
FIRST AMERICAN BANK131,533$38.1M2.61%+4,29613F-HRTimeline
NEVILLE RODIE & SHAW INC131,529$38.1M2.83%-3,19313F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC131,498$38.1M0.13%-2,77513F-HRTimeline
Danica Pension, Livsforsikringsaktiesel…131,155$38M0.64%+27,40913F-HRTimeline
BLB&B Advisors, LLC130,136$37.7M1.76%-38213F-HRTimeline
PRIVATE MANAGEMENT GROUP INC129,622$37.6M1.22%+34,02213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC129,469$37.5M0.48%+4,00513F-HRTimelineGroup
APPLETON PARTNERS INC/MA129,067$37.4M2.65%-10,15913F-HRTimeline
Alley Investment Management Company, LLC128,570$37.3M4.51%-94013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS128,248$37.2M0.74%-11,48313F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC128,053$37.1M1.96%-1,38713F-HRTimeline
Arkadios Wealth Advisors127,986$37.1M1.12%+11,91813F-HRTimeline
Choate Investment Advisors127,335$36.9M0.8%+5,03413F-HRTimeline
PATTEN & PATTEN INC/TN126,848$36.8M2.38%-3,57513F-HRTimeline
TOWER BRIDGE ADVISORS126,821$36.8M3.95%-4,15913F-HRTimeline
Moors & Cabot, Inc.126,622$36.7M1.71%-95813F-HRTimeline
Narwhal Capital Management126,494$36.7M2.94%-4,09113F-HRTimeline
Steigerwald, Gordon & Koch Inc.126,021$36.5M3.85%-80413F-HRTimeline
OAK ASSOCIATES LTD /OH/125,638$36.4M2.38%-10,67713F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP125,397$36.4M1.03%-3,01913F-HRTimeline
Kingsview Wealth Management, LLC125,058$36.3M0.61%+88513F-HRTimeline
DKRT Investments Corp.125,000$36.2M8.79%13F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS124,804$36.2M1.86%+23013F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC124,625$36.1M4.03%-15,49313F-HRTimeline
Baltimore-Washington Financial Advisors…124,376$36.1M1.68%+5,47113F-HRTimeline
Verity & Verity, LLC124,040$36M3.09%-2,05113F-HRTimeline
Perigon Wealth Management, LLC123,591$35.8M0.84%-1,87813F-HRTimeline
ABNER HERRMAN & BROCK LLC123,233$35.7M3.99%-4,89713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC122,157$35.4M2.49%+4413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC121,730$35.3M2.61%+2,77413F-HRTimeline
Composition Wealth, LLC121,436$35.2M0.59%+16,21713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV121,026$35.1M4.76%-1,65713F-HRTimeline
Polar Capital Holdings Plcin group Polar Capital Holdings Plc120,852$35M0.18%-103,15513F-HRTimelineGroup
Stonebridge Capital Advisors LLC120,558$35M2.65%-8,85513F-HRTimeline
J.W. COLE ADVISORS, INC.120,483$34.9M0.74%+26,53113F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC119,731$34.7M0.74%+3,71513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…119,560$34.7M0.93%+11,27613F-HRTimelineGroup
Hosking Partners LLP119,366$34.6M1.38%-22,96613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding118,168$34.3M+703Timeline
First Long Island Investors, LLC118,124$34.2M2.69%-1,57013F-HRTimeline
SVB WEALTH LLC117,632$34.1M1.83%-62,92413F-HRTimeline
Woodbridge Co Ltd117,593$34.1M0.06%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding117,172$34M+3,989Timeline
Smith Group Asset Management, LLC117,054$33.9M2.23%+3,69413F-HRTimeline
TruWealth Advisors, LLC116,534$33.8M1.86%+4,01713F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding116,481$33.8M-129,248Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS116,285$33.7M1.25%-4,21013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO116,234$33.7M0.22%+6,53113F-HRTimelineGroup
BURNEY CO/115,980$33.6M1.14%+69513F-HRTimeline
CULBERTSON A N & CO INC115,887$33.6M5.16%-2,00513F-HRTimeline
Lombard Odier Asset Management (Switzer…115,819$33.6M1.69%+7,56113F-HRTimeline
Sonora Investment Management Group, LLC115,767$33.6M2.49%+1,35813F-HRTimeline
ADELL HARRIMAN & CARPENTER INC115,465$33.5M2.22%-1,12813F-HRTimeline
GREENLEAF TRUST115,294$33.4M0.3%-19,28013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC115,206$33.4M0.79%-8,18313F-HRTimeline
Rothschild Capital Partners, LLC114,468$33.2M8.71%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC113,722$33M1.75%-4,89113F-HRTimeline
ROCKLAND TRUST CO113,510$32.9M1.6%-24,66113F-HRTimeline
Summit Trail Advisors, LLC113,250$32.8M0.56%+14,13113F-HRTimeline
F/m Investments LLC112,773$32.7M1.19%-87913F-HRTimeline
ARS Wealth Advisors Group, LLC112,768$32.7M3.77%-9413F-HRTimeline
Private Capital Management, LLC112,701$32.7M3.31%-1,25113F-HRTimeline
Manitou Investment Management Ltd.112,538$32.6M6.2%+30213F-HRTimeline
Janney Capital Management LLC112,017$32.5M2.1%-1,65313F-HRTimeline
Nemes Rush Group LLC111,909$32.4M3.54%-13,06413F-HRTimeline
Hamilton Capital Partners Inc.111,768$32.4M1.65%+13,51713F-HRTimeline
Northeast Financial Consultants Inc111,715$32.4M1.32%-8,95613F-HRTimeline
OneDigital Investment Advisors LLC111,395$32.3M0.36%-23,03213F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC111,190$32.2M3.99%-6,65713F-HRTimeline
Texas Yale Capital Corp.111,045$32.2M1.05%+92213F-HRTimeline
J.P. Marvel Investment Advisors, LLC110,531$32M5.16%+52113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO110,480$32M0.22%-2,26213F-HRTimeline
Stillwater Capital Advisors, LLC110,467$32M4.07%-46513F-HRTimeline
HBK Sorce Advisory LLC110,046$31.9M0.86%-15,46813F-HRTimeline
Clear Harbor Asset Management, LLC108,244$31.4M2.36%-1,93613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC108,215$31.4M0.07%-579,95313F-HR/ATimelineGroup
ProVise Management Group, LLC108,075$31.3M2.47%-96513F-HRTimeline
Galvin, Gaustad & Stein, LLC108,025$31.3M2.7%-8,77513F-HRTimeline
Rice Partnership, LLC107,930$31.3M5.44%+10,67613F-HRTimeline
Bleakley Financial Group, LLC107,775$31.2M0.79%+17,64913F-HRTimeline
GAMMA Investing LLC107,490$31.2M1.97%+11,46113F-HRTimeline
Talbot Financial, LLC107,270$31.1M2.94%+13,53013F-HRTimeline
Vise Technologies, Inc.106,477$30.9M1.27%13F-HRTimeline
Linscomb Wealth, Inc.106,008$30.7M1.41%+1,03913F-HRTimeline
SS&H Financial Advisors, Inc.105,540$30.6M10.22%+14213F-HRTimeline
ArrowMark Colorado Holdings LLC105,471$30.6M0.55%013F-HRTimeline
Knights of Columbus Asset Advisors LLC105,234$30.5M1.85%+4,11213F-HRTimeline
OLD NATIONAL BANCORP /IN/105,023$30.4M0.54%+10,33613F-HRTimeline
Empirical Finance, LLC104,514$30.3M1.59%+3,61513F-HRTimeline
Andra AP-fonden104,400$30.3M0.42%+4,50013F-HRTimeline
Grassi Investment Management104,353$30.3M2.41%-59713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management104,044$30.2M0.4%+5,85013F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS103,846$30.1M0.61%-29713F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.103,470$30M4.23%+1,77613F-HRTimeline
Moran Wealth Management, LLC103,297$29.9M0.93%-40,67913F-HRTimeline
Azimuth Capital Investment Management L…103,068$29.9M1.11%-3,83713F-HRTimeline
SUMITOMO LIFE INSURANCE CO102,272$29.6M2.01%-2,98813F-HRTimeline
Thomasville National Bank102,110$29.6M2.02%-2,19413F-HRTimeline
TAM Capital Management Inc.114,518$29.5M23.23%-5,80813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…101,520$29.4M1.08%-1,76413F-HRTimelineGroup
Birch Hill Investment Advisors LLC101,427$29.4M1.31%-1,12113F-HRTimeline
CWA Asset Management Group, LLC101,311$29.4M1.24%-5613F-HRTimeline
Horizon Investments, LLC101,704$29.3M0.46%+79,59713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…101,172$29.3M0.65%-20,79613F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP100,270$29.1M2.3%+4,49013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.100,210$29.1M2.16%-7,21013F-HRTimeline
Washington Trust Bank99,680$28.9M2.43%+1,37913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…99,610$28.9M0.98%-4,41413F-HRTimelineGroup
UNITED BANK99,580$28.9M3.46%-86713F-HRTimeline
SHUFRO ROSE & CO LLC117,539$28.8M2.33%-1,47513F-HRTimeline
EDGAR LOMAX CO/VA99,190$28.8M1.82%-1,59513F-HRTimeline
CADINHA & CO LLC99,125$28.7M4.77%+39,44313F-HRTimeline
Oak Harvest Investment Services99,057$28.7M3.6%-28513F-HRTimeline
Callahan Advisors, LLC99,012$28.7M2.58%-1,53113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/99,002$28.7M3.17%-2,91513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC98,545$28.6M0.47%+7,21213F-HRTimeline
Cyndeo Wealth Partners, LLC98,006$28.4M1.68%+12,38113F-HRTimeline
Mutual Advisors, LLC95,090$28.4M0.71%-84513F-HRTimeline
Yarbrough Capital, LLC97,875$28.4M1.01%013F-HRTimeline
Rempart Asset Management Inc.97,749$28.3M5.44%-6,38913F-HRTimeline
Harvest Portfolios Group Inc.97,353$28.2M0.66%-55113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC97,085$28.1M0.69%+1,61313F-HRTimeline
FORBES J M & CO LLP96,792$28.1M2.57%-20213F-HRTimeline
Ballentine Partners, LLC96,671$28M0.42%+4,21013F-HRTimeline
Pallas Capital Advisors LLC96,629$28M1.07%+33313F-HRTimeline
AIA Group Ltdin group AIA Group Ltd96,475$28M0.61%-10,48813F-HRTimelineGroup
Assenagon Asset Management S.A.96,415$28M0.04%+21213F-HRTimeline
Applied Finance Capital Management, LLC96,083$27.9M1.9%+6,68113F-HRTimeline
ALBION FINANCIAL GROUP /UT96,052$27.8M1.82%+59213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC95,972$27.8M2.57%-1,95413F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd95,144$27.6M2.45%-1,17513F-HRTimeline
GHP Investment Advisors, Inc.94,961$27.5M1.22%+52913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.94,921$27.5M1.23%+1,83813F-HRTimeline
Courant Investment Management LLC94,897$27.5M22.27%013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC94,696$27.5M1.97%-2,25613F-HRTimeline
Laird Norton Wetherby Wealth Management…94,569$27.4M1.22%13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA94,334$27.3M1.86%+28813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding94,334$27.3M-1,121Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.94,132$27.3M2.03%+2,72813F-HRTimeline
Cercano Management LLC94,073$27.3M0.78%new13F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC93,487$27.1M0.35%-484,40813F-HRTimeline
Rossmore Private Capital93,308$27.1M3.16%-97113F-HRTimeline
Fort Sheridan Advisors LLC93,188$27M3.85%-65613F-HRTimeline
Northwest & Ethical Investments L.P.92,945$26.9M0.67%-10,25413F-HRTimeline
CIDEL ASSET MANAGEMENT INC92,869$26.9M1.62%-7,67413F-HRTimeline
Global Retirement Partners, LLC92,725$26.9M0.67%13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.92,686$26.9M1.9%-42713F-HRTimelineGroup
Bragg Financial Advisors, Inc92,604$26.8M0.96%-52413F-HRTimeline
Covea Finance92,600$26.8M1%+30,90013F-HRTimeline
WEBSTER BANK, N. A.92,587$26.8M2.77%-4,04413F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…92,493$26.8M2.65%-1,20713F-HRTimeline
Harbour Trust & Investment Management Co92,372$26.8M2.97%-5613F-HRTimeline
Independence Bank of Kentucky92,242$26.7M3.79%-54013F-HRTimeline
MGO ONE SEVEN LLC92,204$26.7M0.86%+73313F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC92,194$26.7M5.28%-2,35513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC92,188$26.7M0.45%-90213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC92,174$26.7M0.8%+3,09513F-HRTimeline
Fiduciary Group, LLC91,665$26.6M2.5%-40513F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP91,428$26.5M1.77%+27,68013F-HRTimelineGroup
Premier Fund Managers Ltd91,054$26.1M0.95%+34013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.89,568$26M0.99%+4,52813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP89,451$25.9M0.57%+1,18113F-HRTimeline
Eisler Capital Management Ltd.89,147$25.9M0.89%-39,58813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding89,311$25.9M+1,548Timeline
DUPONT CAPITAL MANAGEMENT CORP89,042$25.8M2.77%-16,65113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…89,004$25.8M2.39%+32013F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.88,907$25.8M2.25%-16913F-HRTimeline
Edge Wealth Management LLC88,812$25.8M4.96%-1,42313F-HRTimeline
ANDERSON HOAGLAND & CO88,807$25.7M2.46%-1,49813F-HRTimeline
NewSquare Capital LLC89,526$25.7M1.91%+3,62013F-HRTimeline
MOTCO86,476$25.6M2.45%-1,63413F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA87,955$25.5M0.7%-38,80413F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC87,294$25.3M0.69%-2,91413F-HRTimeline