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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
Osmosis Investment Management UK Ltd88,370$28.9M1.34%-86,89513F-HRTimeline
Sienna Gestion86,434$28.8M1.69%-8,12813F-HRTimeline
Verdence Capital Advisors LLC87,633$28.7M1.51%+4,70713F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC87,497$28.6M0.09%-3,91013F-HRTimeline
Addenda Capital Inc.87,189$28.5M0.78%-1,32113F-HRTimeline
Moran Wealth Management, LLC86,958$28.5M0.78%+17313F-HRTimeline
FIRST MERCHANTS CORP86,914$28.4M1%+7,82713F-HRTimeline
Fiduciary Group, LLC86,519$28.3M2.22%-1,13813F-HRTimeline
BARLOW WEALTH PARTNERS, LLC85,274$28.2M3.05%+91313F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA86,040$28.2M1.84%+1,31313F-HRTimeline
Knights of Columbus Asset Advisors LLC85,606$28M1.4%+76313F-HRTimeline
SIGNATUREFD, LLC85,250$27.9M0.37%+1,37413F-HRTimeline
Edge Wealth Management LLC85,227$27.9M4.7%-2,08513F-HRTimeline
ANDERSON HOAGLAND & CO85,086$27.9M2.18%-49413F-HRTimeline
WCG Wealth Advisors LLC84,933$27.8M0.66%+99913F-HRTimeline
SUMMITRY LLC84,829$27.8M0.91%-3613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp84,705$27.7M3.29%+11,58613F-HRTimelineGroup
Red Door Wealth Management, LLC84,114$27.5M2.51%+1,02913F-HRTimeline
Aviance Capital Partners, LLC83,837$27.4M2.85%+2,71013F-HRTimeline
WEBSTER BANK, N. A.83,576$27.4M2.37%-3,58913F-HRTimeline
ROCKLAND TRUST CO83,244$27.2M1.07%-5,36513F-HRTimeline
OpenArc Corporate Advisory, LLC83,239$27.2M0.32%+2,55913F-HRTimeline
TCV Trust & Wealth Management, Inc.83,227$27.2M2.06%-1,52313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC83,084$27.2M1.07%-84513F-HRTimeline
DEARBORN PARTNERS LLC83,018$27.2M1.54%-13813F-HR/ATimeline
SVB WEALTH LLC82,982$27.2M1.71%-11,62913F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding82,885$27.1M+2,033Timeline
WOODMONT INVESTMENT COUNSEL LLC82,732$27.1M1.48%+1713F-HRTimeline
Peak Asset Management, LLC82,577$27M3.97%+5,40613F-HRTimeline
Westchester Capital Management, Inc.82,058$26.9M4.84%-1,35513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…81,981$26.8M1.42%+5,44013F-HRTimeline
Rempart Asset Management Inc.81,980$26.8M5.5%-4,88013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…81,950$26.8M2.26%13F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC81,865$26.8M1.41%+9,52713F-HRTimeline
MOTCO81,786$26.8M2.29%-63613F-HRTimeline
Cohen Capital Management, Inc.81,681$26.7M3.64%-4,14713F-HRTimeline
Dynamic Advisor Solutions LLC81,651$26.7M0.76%+62013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC81,618$26.7M0.8%-94913F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…81,539$26.7M2.18%-91613F-HRTimeline
CTC LLC81,497$26.7M1.57%new13F-HRTimeline
JGP Wealth Management, LLC81,331$26.6M2.39%+89313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC81,211$26.6M1.53%+8,65713F-HRTimeline
CADINHA & CO LLC81,210$26.6M3.94%+48,63413F-HRTimeline
King Wealth Management Group80,935$26.5M2.9%+5013F-HRTimeline
Bluespring Wealth Management, LLC80,885$26.5M0.51%+78,58613F-HRTimeline
NIXON PEABODY TRUST CO80,182$26.2M1.86%-12113F-HRTimeline
Rice Partnership, LLC80,160$26.2M3.18%-1,26813F-HRTimeline
GENERAL AMERICAN INVESTORS CO INC80,000$26.2M1.59%013F-HRTimeline
Archon Partners LLC80,000$26.2M2.8%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise79,821$26.1M1.4%-9,77513F-HRTimelineGroup
Venturi Wealth Management, LLC79,433$26M1.01%+49713F-HRTimeline
MASTERINVEST Kapitalanlage GmbH79,362$26M2.23%+11,03713F-HRTimeline
MONTAG A & ASSOCIATES INC79,072$25.9M1.09%-3,19513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC78,969$25.8M1.24%+23313F-HRTimeline
North Dakota State Investment Board78,820$25.8M1.05%+10213F-HRTimeline
Advisors Asset Management, Inc.78,621$25.7M0.39%+2,11613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group78,303$25.6M2.39%+6,39613F-HRTimelineGroup
Willis Investment Counsel77,798$25.5M1.21%-8113F-HRTimeline
SlateStone Wealth, LLC77,730$25.4M1.95%+96013F-HRTimeline
BURNS J W & CO INC/NY77,579$25.4M2.65%-1,57913F-HRTimeline
Cyndeo Wealth Partners, LLC77,465$25.4M1.19%-3913F-HRTimeline
Compound Planning, Inc.77,143$25.3M0.66%+1,31213F-HRTimeline
JB Capital LLC77,083$25.2M0.87%+4,11513F-HRTimeline
Whitener Capital Management, Inc.77,075$25.2M5.34%+20513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding76,993$25.2M+14,994Timeline
Trajan Wealth LLC76,924$25.2M0.95%+8,80113F-HRTimeline
BAXTER BROS INC76,917$25.2M2.91%+99313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC76,436$25M0.19%+1,65113F-HRTimeline
Washington Trust Bank76,431$25M1.75%-9,51813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PITTENGER & ANDERSON INC76,028$24.9M0.89%+2,11713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC75,894$24.8M0.38%+1,79713F-HRTimeline
M Holdings Securities, Inc.75,214$24.7M3.38%-1,01413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT75,397$24.7M1.33%-44613F-HRTimelineGroup
Legacy Private Trust Co.75,310$24.7M1.38%-1,06313F-HRTimeline
Palisade Asset Management, LLC75,182$24.6M2.27%-31513F-HRTimeline
Robertson Stephens Wealth Management, L…75,156$24.6M0.61%-1,48913F-HRTimeline
COURIER CAPITAL LLC74,868$24.5M1.22%-1,84213F-HRTimeline
Goelzer Investment Management, Inc.74,845$24.5M1.07%+6,59913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC74,708$24.5M1.74%-1,52113F-HRTimeline
DSG Capital Advisors, LLC71,163$24.4M3.47%-19613F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC71,205$24.3M0.87%-1,93913F-HRTimeline
CULLINAN ASSOCIATES INC73,638$24.1M1.82%+9,00513F-HRTimeline
IHT Wealth Management, LLC73,319$24M0.51%+96513F-HRTimeline
GREENWOOD GEARHART LLC73,271$24M1.12%+2,60113F-HRTimeline
CABOT WEALTH MANAGEMENT INC73,122$23.9M2.44%-36413F-HRTimeline
Geneos Wealth Management Inc.73,096$23.9M0.49%+3213F-HRTimeline
Clarity Financial LLC73,022$23.9M2.04%+20,03313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.72,923$23.9M1.45%-2,80213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management72,887$23.9M0.72%-28013F-HRTimelineGroup
Siemens Fonds Invest GmbH72,905$23.9M1.17%-2,52613F-HRTimeline
Gladstone Institutional Advisory LLC72,888$23.9M0.75%+39213F-HRTimeline
PFG Investments, LLC72,804$23.8M0.92%+1,90313F-HRTimeline
Cohen Klingenstein LLC72,700$23.8M0.68%013F-HRTimeline
CCM INVESTMENT ADVISERS LLC72,571$23.8M1.84%+83813F-HRTimeline
FourThought Financial Partners, LLC72,550$23.7M1.83%+3513F-HRTimeline
Stockman Wealth Management, Inc.72,393$23.7M2.45%-1,60413F-HRTimeline
Circle Wealth Management, LLC72,338$23.7M0.3%-2,56213F-HRTimeline
Douglass Winthrop Advisors, LLC72,324$23.7M0.41%+1,84913F-HRTimeline
CONNORS INVESTOR SERVICES INC72,256$23.7M2.05%+14813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION72,092$23.6M1.68%-2,33213F-HRTimeline
RBO & CO LLC71,865$23.5M3.75%-2,23613F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd71,790$23.5M1.5%-84713F-HRTimeline
Journey Advisory Group, LLC71,743$23.5M1.79%+41513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC71,665$23.5M1.23%013F-HRTimeline
Stenger Family Office, LLC71,265$23.3M3.71%-3313F-HRTimeline
Y-Intercept (Hong Kong) Ltd71,175$23.3M0.46%-4,57213F-HRTimeline
Richard C. Young & CO., LTD.70,788$23.2M1.71%+1213F-HRTimeline
Ledyard National Bank70,775$23.2M1.86%-2,94013F-HRTimeline
Courant Investment Management LLC70,697$23.1M22.46%013F-HRTimeline
Allied Investment Advisors, LLC70,656$23.1M2.9%+1,13913F-HRTimeline
IFP Advisors, Inc70,542$23.1M0.42%+2,65213F-HRTimeline
Sowell Financial Services LLC70,498$23.1M0.75%+2,67213F-HRTimeline
BRIGHTON JONES LLC70,406$23M0.43%+2,24613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC70,249$23M0.42%-4,24513F-HRTimeline
Linscomb Wealth, Inc.70,170$23M1%-6,39713F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS70,031$22.9M0.39%013F-HRTimeline
Tufton Capital Management69,812$22.9M3.83%-1,36613F-HRTimeline
STRATEGY ASSET MANAGERS LLC69,657$22.8M3.4%+19713F-HRTimeline
River Wealth Advisors LLC69,572$22.8M2.38%+44813F-HR/ATimeline
ALERUS FINANCIAL NA69,378$22.7M0.99%+2,01913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG73,960$22.6M0.32%+7,11113F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB69,077$22.6M1.36%-16,04413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC69,053$22.6M0.84%new13F-HRTimeline
CenterBook Partners LP68,940$22.6M1.11%+1,33013F-HRTimeline
WOODSTOCK CORP68,865$22.5M1.87%-1813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.68,483$22.4M2.28%-2,00813F-HRTimeline
MIDDLETON & CO INC/MA68,448$22.4M2.38%-3,15813F-HRTimeline
Simmons Bankin group Simmons Bank68,402$22.4M1.28%+5,55313F-HRTimelineGroup
Carlson Capital, L.P.68,285$22.4M4.61%+61,77013F-HRTimeline
Savvy Advisors, Inc.68,127$22.3M0.48%+7,98213F-HRTimeline
Heritage Trust Co68,110$22.3M1.93%+50913F-HRTimeline
Community Bank, N.A.67,530$22.1M2.39%-1,36513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC67,291$22M2.73%+3,48813F-HRTimeline
Barbara Oil Co.67,000$21.9M7.38%013F-HRTimeline
Caldwell Trust Co66,710$21.8M1.77%+7113F-HRTimeline
AMG National Trust Bank66,023$21.6M0.44%-12,28313F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.65,878$21.6M2.78%+1,19013F-HRTimeline
Ninety One SA (Pty) Ltd65,600$21.5M1.17%-19,74813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC65,662$21.5M0.36%+2513F-HRTimeline
Sand Hill Global Advisors, LLC65,525$21.4M0.65%-14813F-HRTimeline
Artemis Investment Management LLP65,464$21.4M0.19%+2,17513F-HRTimeline
Telos Capital Management, Inc.65,314$21.4M1.88%-28013F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.65,270$21.4M2.83%+6,07513F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding65,255$21.4M-8,283Timeline
Roundview Capital LLC65,218$21.3M1.17%+3,55013F-HRTimeline
SPINNAKER TRUST65,043$21.3M1.03%+1,16013F-HRTimeline
Granite Investment Partners, LLC64,986$21.3M1.09%-3013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP64,894$21.2M1.49%-1,29413F-HRTimelineGroup
Pictet North America Advisors SA64,836$21.2M1.87%-2,67413F-HRTimeline
MidFirst Bank64,768$21.2M1.5%+83013F-HRTimeline
Generate Investment Management Ltd64,643$21.2M0.87%+36,13613F-HRTimeline
Western Wealth Management, LLC64,631$21.2M0.69%+94213F-HRTimeline
Integrated Advisors Network LLC64,583$21.1M0.97%+13,13813F-HRTimeline
Princeton Global Asset Management LLC64,373$21.1M3.02%-5213F-HRTimeline
TriCert Investment Counsel Inc.64,298$21M1.96%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Biondo Investment Advisors, LLC64,082$21M2.57%-13,63213F-HRTimeline
Financiere des Professionnels - Fonds d…64,062$21M1.18%-2,79113F-HRTimeline
1ST SOURCE BANK63,985$20.9M0.95%-11813F-HRTimeline
Strategic Wealth Investment Group, LLC63,927$20.9M2.54%-6,83413F-HRTimeline
MEANS INVESTMENT CO., INC.63,922$20.9M1.58%-1,23713F-HRTimeline
Capstone Financial Advisors, Inc.63,735$20.9M1.02%-2,27813F-HRTimeline
Strategic Wealth Partners, Ltd.63,666$20.8M1.29%+3,54913F-HRTimeline
EDGAR LOMAX CO/VA63,662$20.8M1.56%-5,67513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC63,499$20.8M3.02%-32913F-HRTimeline
Leith Wheeler Investment Counsel Ltd.63,489$20.8M1.58%-54813F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.63,452$20.8M2.19%-76713F-HRTimeline
Sound View Wealth Advisors Group, LLC63,442$20.8M1.29%-1,19913F-HRTimeline
Covea Finance63,265$20.7M0.65%013F-HRTimeline
One Capital Management, LLC70,363$20.7M0.58%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC63,141$20.7M3.02%+7313F-HRTimeline
HARBOUR INVESTMENTS, INC.63,069$20.6M0.28%-1,34813F-HRTimeline
Intellus Advisors LLC63,033$20.6M2.51%-70113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC63,025$20.6M0.1%-8,32413F-HR/ATimeline
MainStreet Investment Advisors LLC62,999$20.6M2.81%-21813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK62,804$20.6M1.67%13F-HRTimeline
Confluence Wealth Services, Inc.62,628$20.5M0.59%+13,65813F-HRTimeline
TrinityBridge Ltd62,620$20.5M0.55%+1213F-HRTimeline
NorthRock Partners, LLC62,473$20.4M0.3%+2,06313F-HRTimeline
Carmel Capital Management L.L.C.62,144$20.3M4.46%+4513F-HRTimeline
Plato Investment Management Ltd62,447$20.3M1.16%+1,03613F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC61,789$20.2M1.35%+4,19113F-HRTimelineGroup
Joel Isaacson & Co., LLC61,713$20.2M0.58%+3,09913F-HRTimeline
Van Hulzen Asset Management, LLC61,539$20.1M1.43%-1,83413F-HRTimeline
Iowa State Bank61,472$20.1M3.36%-4,07413F-HRTimeline
FAGAN ASSOCIATES, INC.61,321$20.1M2.47%+20813F-HRTimeline
Copeland Capital Management, LLC61,214$20M0.41%-43113F-HRTimeline
Baldwin Investment Management, LLC61,191$20M1.94%+13,01713F-HRTimeline
Cardinal Point Capital Management ULC60,964$20M1.13%+6613F-HRTimeline
Keystone Financial Group60,800$19.9M1.18%+28013F-HRTimeline
Parallax Volatility Advisers, L.P.60,554$19.8M0.73%+2,52613F-HRTimeline
New Age Alpha Advisors, LLC60,185$19.7M0.84%-3,20313F-HRTimeline
Texas Capital Bank Wealth Management Se…60,118$19.7M1.05%+13913F-HRTimeline
Traynor Capital Management, Inc.60,094$19.7M0.92%+8313F-HRTimeline
Buckley Wealth Management, LLC59,992$19.6M4.86%-10313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC59,945$19.6M0.79%-37713F-HRTimeline
Zuckerman Investment Group, LLC59,805$19.6M1.66%-35613F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO59,730$19.6M2.97%-1,36413F-HRTimeline
Farmers National Bank59,566$19.5M4.07%-5,46313F-HRTimeline
Smartleaf Asset Management LLC59,052$19.5M0.63%013F-HRTimeline
Buck Wealth Strategies, LLC59,289$19.4M2.03%+3,38913F-HRTimeline