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JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

Filings received so far for Q3 2026: 661 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
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
Boston Common Asset Management, LLC926$306K0.02%-5813F-HRTimeline
Whitcomb & Hess, Inc.924$306K0.07%-2013F-HRTimeline
Madson Wealth Advisors Inc837$277K0.19%013F-HRTimeline
Pettinga Financial Advisors LLC833$276K0.05%+1513F-HRTimeline
Pearl Planning LLC821$272K0.11%+313F-HRTimeline
Baron Financial Group, LLC815$270K0.13%013F-HRTimeline
Stonebridge Wealth Management, LLC815$269K0.24%013F-HRTimeline
Planning Strategies Inc.813$269K0.16%+1313F-HRTimeline
ACT WEALTH MANAGEMENT, LLC812$269K0.08%-3013F-HRTimeline
Cobblestone Asset Management LLC804$266K0.11%013F-HRTimeline
HEFFERNAN ADVISORY, INC803$266K0.18%new13F-HRTimeline
RiverTree Advisors, LLC800$265K0.16%013F-HRTimeline
Johnson Bixby & Associates, LLC798$264K0.03%+913F-HRTimeline
Financial Advisory Corp773$256K0.03%+113F-HRTimeline
BRIGHTON SECURITIES CORP.770$255K0.11%+6313F-HRTimeline
Trinity Wealth Management, LLC765$253K0.08%+3313F-HRTimeline
N10 WEALTH, LLC760$251K0.07%013F-HRTimeline
City Center Advisors, LLC753$249K0.19%+2713F-HRTimeline
Marquette Asset Management, LLC749$248K0.03%+7013F-HRTimeline
N10 ASSETS, LLC746$247K0.09%013F-HRTimeline
Tepp RIA, LLC743$246K0.17%+113F-HRTimeline
Asset Allocation & Management Company, …740$245K0.08%013F-HRTimeline
LEGACY SOLUTIONS, LLC734$243K0.19%-313F-HRTimeline
IFS Advisors, LLC725$240K0.07%013F-HRTimeline
Walleye Partners, LLC702$232K0.26%+113F-HRTimeline
FORTE ASSET MANAGEMENT LLC700$232K0.09%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC699$231K0.15%-37313F-HRTimeline
Downshift Financial, LLC688$228K0.1%+12213F-HRTimeline
David J Yvars Group681$225K0.1%-8713F-HRTimeline
Salvus Wealth Management, LLC680$225K0.13%013F-HRTimeline
Nvest Wealth Strategies, Inc.677$224K0.16%+48113F-HRTimeline
Wealth Group Ltd673$224K0.04%013F-HRTimeline
David Kennon Inc652$216K0.07%-6013F-HRTimeline
Buska Wealth Management, LLC652$216K0.07%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC636$210K<0.01%-1713F-HRTimeline
Shore Point Advisors, LLC632$209K0.07%013F-HRTimeline
Barry Investment Advisors, LLC632$209K0.04%013F-HRTimeline
Mendota Financial Group, LLC631$209K0.13%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…629$208K0.1%-2013F-HRTimeline
Lee, Kelleher & Klein Wealth Management615$203K0.1%013F-HRTimeline
Brewster Financial Planning LLC609$201K0.11%new13F-HRTimeline
Davis Capital Management603$200K0.12%-613F-HRTimeline
Horrell Capital Management, Inc.547$181K0.1%013F-HRTimeline
Sarver Vrooman Wealth Advisors460$152K0.09%013F-HRTimeline
Retirement Wealth Solutions LLC428$142K0.07%+11613F-HRTimeline
Paladin Partners, LLC385$127K0.08%013F-HRTimeline
Virginia Estate & Retirement Planning A…381$126K0.16%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC296$97.9K0.03%013F-HRTimeline
Ulland Investment Advisors, LLC253$84K0.06%013F-HRTimeline
Clayton Financial Group LLC250$82.7K0.04%new13F-HRTimeline
Keystone Financial Group, Inc.250$82.7K0.04%new13F-HRTimeline
Miller Global Investments, LLC115$38K0.03%-21913F-HRTimeline
MJT & Associates Financial Advisory Gro…114$37.7K0.02%-1613F-HRTimeline
Aventus Investment Advisors, Inc.106$35.1K0.03%+613F-HRTimeline
Horizons Wealth Management95$31.4K0.02%13F-HRTimeline
Baer Investment Advisory LLC40$13.2K0.02%new13F-HRTimeline