JPM JPMORGAN CHASE & CO

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.

Holder	Shares	Value	% of portfolio	Change	Source
RITHOLTZ WEALTH MANAGEMENT	87,187	$25.3M	0.56%	+8,256	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	87,098	$25.3M	1.67%	+2,433	13F-HR Timeline
SHELL ASSET MANAGEMENT CO	87,011	$25.2M	0.87%	+23,248	13F-HR Timeline
Guardian Partners Inc.	88,979	$25.2M	2.26%	-1,938	13F-HR Timeline
Westchester Capital Management, Inc.	86,805	$25.2M	5.92%	-1,289	13F-HR Timeline
Chicago Partners Investment Group LLC	84,731	$25.1M	0.72%	+1,078	13F-HR Timeline
Arvest Bank Trust Division	86,495	$25.1M	1.46%	-17,098	13F-HR Timeline
Longbow Finance SA	86,408	$25.1M	2.67%	0	13F-HR Timeline
DEARBORN PARTNERS LLC	86,376	$25M	1.19%	-22,809	13F-HR Timeline
BARLOW WEALTH PARTNERS, LLC	85,754	$25M	3%	-1,238	13F-HR Timeline
Gotham Asset Management, LLC	86,161	$25M	0.15%	+5,403	13F-HR Timeline
Cohen Capital Management, Inc.	86,118	$25M	4.06%	-200	13F-HR Timeline
WEDBUSH SECURITIES INC	86,029	$24.9M	0.87%	-2,978	13F-HR Timeline
Interval Partners, LP	85,833	$24.9M	0.57%	+6,076	13F-HR Timeline
DAVIS-REA LTD.	85,790	$24.9M	6.18%	-635	13F-HR Timeline
Dixon Mitchell Investment Counsel Inc.	85,597	$24.9M	0.97%	+5,999	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	85,703	$24.8M	0.88%	-1,270	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	85,330	$24.7M	0.89%	+8,122	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	85,321	$24.7M	0.72%	-4,452	13F-HR Timeline
FIRST MERCHANTS CORP	85,102	$24.7M	0.95%	-3,916	13F-HR Timeline
NIXON PEABODY TRUST CO	84,708	$24.6M	1.9%	-373	13F-HR Timeline
Siemens Fonds Invest GmbH	84,679	$24.5M	1.44%	+4,828	13F-HR Timeline
Sand Hill Global Advisors, LLC	84,667	$24.5M	0.91%	+557	13F-HR Timeline
MONTAG A & ASSOCIATES INC	84,638	$24.5M	1.2%	-1,315	13F-HR Timeline
GDS Wealth Management	84,073	$24.4M	1.78%	+724	13F-HR Timeline
Generate Investment Management Ltd	83,987	$24.3M	1.35%	0	13F-HR Timeline
DNCA FINANCE	83,727	$24.3M	1.85%	+256	13F-HR Timeline
Biondo Investment Advisors, LLC	83,362	$24.2M	3.19%	-529	13F-HR Timeline
Gladstone Institutional Advisory LLC	83,209	$24.1M	1%	+3,314	13F-HR Timeline
Geneos Wealth Management Inc.	83,188	$24.1M	0.59%	-46,648	13F-HR Timeline
New Republic Capital, LLC	83,169	$24.1M	8.54%	+56,424	13F-HR Timeline
COURIER CAPITAL LLC	83,059	$24.1M	1.46%	-1,586	13F-HR Timeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …	82,885	$24M	0.68%	-16,496	13F-HR Timeline Group
Verdence Capital Advisors LLC	82,574	$23.9M	1.64%	+2,389	13F-HR Timeline
Dynamic Advisor Solutions LLC	82,557	$23.9M	0.74%	-205	13F-HR Timeline
Aviance Capital Partners, LLC	82,412	$23.9M	3.12%	-488	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	82,012	$23.8M	0.36%	+1,662	13F-HR Timeline Group
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	82,122	$23.8M	0.41%	-5,913	13F-HR Timeline Group
JGP Wealth Management, LLC	81,810	$23.7M	2.87%	+119	13F-HR Timeline
Ledyard National Bank	81,288	$23.6M	2.23%	-1,616	13F-HR Timeline
Railway Pension Investments Ltd	81,164	$23.5M	0.33%	-66,900	13F-HR Timeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…	80,867	$23.4M	2.6%	-1,813	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	80,771	$23.4M	0.91%	+6,346	13F-HR Timeline Group
WoodTrust Financial Corpin group WoodTrust Financial Corp	80,693	$23.4M	3.04%	+1,129	13F-HR Timeline Group
ALERUS FINANCIAL NA	80,627	$23.4M	1.68%	-3,392	13F-HR Timeline
Farther Finance Advisors, LLC	80,565	$23.4M	0.47%	+28,138	13F-HR Timeline
Peak Asset Management, LLC	80,513	$23.3M	4.28%	-766	13F-HR Timeline
Red Door Wealth Management, LLC	80,459	$23.3M	2.78%	+8,234	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	80,362	$23.3M	1.89%	+1,011	13F-HR Timeline
Sienna Gestion	87,773	$23.2M	1.6%	+8,029	13F-HR Timeline
GENERAL AMERICAN INVESTORS CO INC	80,000	$23.2M	1.56%	0	13F-HR Timeline
Archon Partners LLC	80,000	$23.2M	2.68%	0	13F-HR Timeline
King Wealth Management Group	79,918	$23.2M	3.14%	-119	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	79,809	$23.1M	1.48%	-2,254	13F-HR Timeline Group
Allen Mooney & Barnes Investment Adviso…	79,452	$23M	3.78%	+731	13F-HR Timeline
Wealthspire Advisors, LLC	79,379	$23M	0.13%	+2,051	13F-HR Timeline
BURNS J W & CO INC/NY	79,318	$23M	2.79%	+5,070	13F-HR Timeline
Palisade Asset Management, LLC	79,278	$23M	2.29%	-1,605	13F-HR Timeline
LOGAN CAPITAL MANAGEMENT INC	79,063	$22.9M	1.07%	-8,192	13F-HR Timeline
SIGNATUREFD, LLC	78,785	$22.8M	0.39%	+2,668	13F-HR Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	78,476	$22.8M	0.93%	-1,006	13F-HR Timeline Group
CULLINAN ASSOCIATES INC	78,342	$22.7M	1.5%	-2,041	13F-HR Timeline
Whitener Capital Management, Inc.	78,335	$22.7M	6.02%	-1,161	13F-HR Timeline
New Age Alpha Advisors, LLC	77,935	$22.6M	0.99%	+19,264	13F-HR Timeline
MainStreet Investment Advisors LLC	77,847	$22.6M	3.12%	-1,928	13F-HR Timeline
Callan Family Office, LLC	77,673	$22.5M	0.71%	+44,097	13F-HR Timeline
SlateStone Wealth, LLC	77,623	$22.5M	2.1%	+2,906	13F-HR Timeline
Teamwork Financial Advisors, LLC	77,311	$22.4M	2.75%	-28	13F-HR Timeline
BDF-GESTION	77,211	$22.4M	2.51%	+5,000	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	77,143	$22.4M	0.95%	+1,425	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	76,702	$22.2M	1.55%	-28,030	13F-HR Timeline
FIRST FINANCIAL BANK - TRUST DIVISION	76,612	$22.2M	1.95%	+336	13F-HR Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	76,766	$22.2M	0.29%	+8,912	13F-HR Timeline Group
MIDDLETON & CO INC/MA	76,464	$22.2M	2.49%	-5,328	13F-HR Timeline
RBO & CO LLC	76,377	$22.1M	3.55%	-31,942	13F-HR Timeline
BAXTER BROS INC	76,265	$22.1M	2.7%	-1,105	13F-HR Timeline
United Asset Strategies, Inc.	76,086	$22.1M	1.88%	+6,238	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	75,866	$22M	2.62%	-2,043	13F-HR Timeline
CABOT WEALTH MANAGEMENT INC	75,670	$21.9M	2.61%	-516	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	75,592	$21.9M	0.19%	-1,397	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	75,343	$21.8M	1.74%	+9,174	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	75,274	$21.8M	1.4%	+5,307	13F-HR Timeline Group
Meeder Advisory Services, Inc.group of 2 filers holding	75,038	$21.8M		+3,645	Timeline Meeder Advisory Services, Inc.: 73,317 (1.1%) 13F-HR MEEDER ASSET MANAGEMENT INC: 1,721 (0.03%) 13F-HR
CHURCHILL MANAGEMENT Corp	75,014	$21.7M	0.24%	+39,275	13F-HR Timeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	74,958	$21.7M	0.06%	-124,581	13F-HR Timeline
CCM INVESTMENT ADVISERS LLC	74,943	$21.7M	2.34%	+512	13F-HR Timeline
Journey Advisory Group, LLC	74,918	$21.7M	1.69%	+1,691	13F-HR Timeline
JB Capital LLC	74,591	$21.6M	1.05%	+1,014	13F-HR Timeline
Sowell Financial Services LLC	74,287	$21.5M	0.88%	+624	13F-HR Timeline
Tufton Capital Management	74,260	$21.5M	4.09%	-2,385	13F-HR Timeline
FourThought Financial Partners, LLC	74,257	$21.5M	2.13%	-1,530	13F-HR Timeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.	74,464	$21.5M	1.76%	+122	13F-HR Timeline Group
MASTERINVEST Kapitalanlage GmbH	74,107	$21.5M	2.26%		13F-HR/A Timeline
SAGESPRING WEALTH PARTNERS, LLC	73,899	$21.4M	0.46%	+6,988	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	73,561	$21.3M	1.03%	-37,018	13F-HR Timeline
MONETA GROUP INVESTMENT ADVISORS LLC	73,131	$21.2M	0.25%	+9,553	13F-HR Timeline
Circle Wealth Management, LLC	72,993	$21.2M	0.47%	-452	13F-HR Timeline
Pictet North America Advisors SA	72,957	$21.2M	2.12%	-4,464	13F-HR Timeline
Cohen Klingenstein LLC	72,700	$21.1M	0.7%	0	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	72,687	$21.1M	2.62%	+3,966	13F-HR Timeline Group
GERMAN AMERICAN BANCORP, INC.	72,687	$21.1M	2.06%	-465	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	72,456	$21M	1.93%	-1,968	13F-HR Timeline Group
Stockman Wealth Management, Inc.	72,299	$21M	2.85%	+132	13F-HR Timeline
VANTAGE WEALTH	72,287	$21M	4.75%	-1,676	13F-HR Timeline
Community Bank, N.A.	72,203	$20.9M	2.75%	-2,622	13F-HR Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding	71,403	$20.9M		+15,596	Timeline Diversify Advisory Services, LLC: 40,558 (0.45%) 13F-HR DIVERSIFY WEALTH MANAGEMENT, LLC: 30,845 (0.56%) 13F-HR
PRAXIS INVESTMENT MANAGEMENT INC	71,665	$20.8M	1.34%	0	13F-HR Timeline
Richard C. Young & CO., LTD.	71,490	$20.7M	2.05%	+191	13F-HR Timeline
GLOBALT Investments LLC / GA	71,113	$20.6M	0.79%	-3,417	13F-HR Timeline
Canada Post Corp Registered Pension Plan	71,045	$20.6M	1.21%	-18,462	13F-HR Timeline
Leith Wheeler Investment Counsel Ltd.	70,688	$20.5M	1.46%	-5,189	13F-HR/A Timeline
CAISSE DES DEPOTS ET CONSIGNATIONS	70,586	$20.5M	0.86%	0	13F-HR Timeline
PICTON MAHONEY ASSET MANAGEMENT	70,278	$20.4M	0.29%	-15,355	13F-HR Timeline
Advisors Asset Management, Inc.	69,438	$20.1M	0.36%	-6,541	13F-HR/A Timeline
Allied Investment Advisors, LLC	69,418	$20.1M	3.52%	-735	13F-HR Timeline
WOODSTOCK CORP	68,926	$20M	1.84%	-1,872	13F-HR Timeline
Willis Investment Counsel	68,920	$20M	1.17%	+9,400	13F-HR Timeline
HRT FINANCIAL LP	68,779	$19.9M	0.09%	-60,244	13F-HR Timeline
DSG Capital Advisors, LLC	68,623	$19.9M	3.54%	+1,405	13F-HR Timeline
FARMERS TRUST CO	68,513	$19.9M	3.71%	-11,024	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	68,405	$19.8M	0.45%	+6,876	13F-HR Timeline
CONNORS INVESTOR SERVICES INC	68,397	$19.8M	1.76%	-1,762	13F-HR Timeline
Caldwell Trust Co	68,184	$19.8M	1.98%	-1,010	13F-HR Timeline
DIVERSIFIED TRUST CO	68,132	$19.8M	0.44%	-7,499	13F-HR Timeline
GREENWOOD GEARHART LLC	68,123	$19.7M	1.23%	+1,451	13F-HR Timeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…	67,971	$19.7M	0.93%	-2,488	13F-HR Timeline
1ST SOURCE BANK	67,805	$19.7M	1.08%	-1,753	13F-HR Timeline
Atria Wealth Solutions, Inc.	67,471	$19.6M	0.44%	-82,054	13F-HR Timeline
IHT Wealth Management, LLC	67,751	$19.6M	0.54%	+3,982	13F-HR Timeline
Venturi Wealth Management, LLC	67,656	$19.6M	0.97%	-676	13F-HR Timeline
PFG Investments, LLC	67,564	$19.6M	1.15%	-977	13F-HR Timeline
Sterling Capital Management LLC	67,265	$19.5M	0.28%	+282	13F-HR/A Timeline
River Wealth Advisors LLC	67,260	$19.5M	2.42%	+1,186	13F-HR Timeline
Iowa State Bank	67,257	$19.5M	3.88%	-526	13F-HR Timeline
Heritage Trust Co	67,232	$19.5M	2.25%	-2,102	13F-HR Timeline
Copeland Capital Management, LLC	67,204	$19.5M	0.4%	-258	13F-HR Timeline
Barbara Oil Co.	67,000	$19.4M	7.64%	0	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	66,950	$19.4M	1.67%	+1,066	13F-HR Timeline
One Capital Management, LLC	66,932	$19.4M	0.67%	+3,130	13F-HR Timeline
TrinityBridge Ltd	66,927	$19.4M	0.57%	+1,212	13F-HR Timeline
GRIFFIN ASSET MANAGEMENT, INC.	66,796	$19.4M	2.29%	+2,683	13F-HR Timeline
Granite Investment Partners, LLC	66,651	$19.3M	0.94%	-719	13F-HR Timeline
MUFG SECURITIES AMERICAS INC.	66,632	$19.3M	1.65%	+11,425	13F-HR Timeline
AMG National Trust Bank	66,477	$19.3M	0.51%	-326	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	66,448	$19.3M	3.6%	+527	13F-HR Timeline
Compound Planning, Inc.	66,390	$19.2M	0.73%	+3,725	13F-HR Timeline
Sigma Planning Corp	66,359	$19.2M	0.58%	-6,273	13F-HR Timeline
Telos Capital Management, Inc.	66,323	$19.2M	1.96%	+1,036	13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	66,287	$19.2M	0.41%	+313	13F-HR Timeline
Haverford Financial Services, Inc.	66,079	$19.2M	5.67%	-175	13F-HR Timeline
WINSLOW ASSET MANAGEMENT INC	65,874	$19.1M	3.85%	-303	13F-HR Timeline
SteelPeak Wealth, LLC	65,660	$19M	0.74%	-1,968	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	66,519	$19M	0.68%	-32,643	13F-HR Timeline Group
Goelzer Investment Management, Inc.	65,626	$19M	1.04%	+13,981	13F-HR Timeline
Intellus Advisors LLC	65,511	$19M	2.83%	-726	13F-HR Timeline
Legacy Private Trust Co.	64,830	$18.8M	1.21%	-2,352	13F-HR Timeline
Princeton Global Asset Management LLC	64,611	$18.7M	3.4%	-182	13F-HR Timeline
VestGen Advisors, LLC	63,875	$18.7M	0.74%	+216	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	64,275	$18.6M	3.33%	-122	13F-HR Timeline
SFE Investment Counsel	64,092	$18.6M	3.27%	+3,015	13F-HR Timeline
Wells Trecaso Financial Group, LLC	64,080	$18.6M	5.74%	-20	13F-HR Timeline
MEANS INVESTMENT CO., INC.	64,023	$18.6M	1.76%	+717	13F-HR Timeline
SPINNAKER TRUST	63,781	$18.5M	1.11%	+1,343	13F-HR Timeline
Orange Investment Advisors, Inc.	63,513	$18.4M	2.02%	-6,057	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	63,459	$18.4M	1.36%	+1,115	13F-HR Timeline
Ethic Inc.	63,990	$18.4M	0.33%	+475	13F-HR Timeline
South Dakota Investment Council	63,271	$18.3M	0.35%	-44,722	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	62,983	$18.3M	0.78%	-9,784	13F-HR Timeline
AlphaCore Capital LLC	62,851	$18.2M	0.69%	+4,334	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	62,816	$18.2M	3.36%	+1,366	13F-HR Timeline
Vestcor Inc	62,772	$18.2M	0.55%	+8,780	13F-HR Timeline
AustralianSuper Pty Ltd	62,712	$18.2M	0.09%	-151,655	13F-HR Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP	62,516	$18.1M	0.02%	+44,816	13F-HR Timeline Group
Roundview Capital LLC	62,496	$18.1M	1.21%	+20	13F-HR Timeline
Integrated Advisors Network LLC	62,274	$18.1M	0.82%	-2,514	13F-HR Timeline
Addenda Capital Inc.	62,232	$18M	0.65%	+4,544	13F-HR Timeline
Strategic Wealth Partners, Ltd.	62,161	$18M	1.42%		13F-HR Timeline
Sara-Bay Financial	61,964	$18M	6.43%	-1,115	13F-HR Timeline
Zuckerman Investment Group, LLC	61,939	$18M	1.74%	+1,373	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	61,917	$18M	2.84%	-1,990	13F-HR Timeline
FAGAN ASSOCIATES, INC.	61,772	$17.9M	2.77%	-882	13F-HR Timeline
Cornerstone Wealth Group, LLC	61,564	$17.8M	1.34%	+1,205	13F-HR Timeline
CAMDEN NATIONAL BANK	61,533	$17.8M	2.57%	-1,198	13F-HR Timeline
Farmers National Bank	61,445	$17.8M	4.7%	-2,248	13F-HR Timeline
Simmons Bankin group Simmons Bank	61,369	$17.8M	1.27%	-836	13F-HR Timeline Group
Carmel Capital Management L.L.C.	61,272	$17.8M	5.99%	-100	13F-HR Timeline
Northside Capital Management, LLC	61,152	$17.7M	1.35%	+53,970	13F-HR Timeline
NJ State Employees Deferred Compensatio…	61,000	$17.7M	2.09%	0	13F-HR Timeline
Cardinal Point Capital Management ULC	60,967	$17.7M	1.4%	+79	13F-HR Timeline
NorthRock Partners, LLC	68,583	$17.6M	0.46%	+7,245	13F-HR/A Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	60,730	$17.6M	3.09%	+565	13F-HR Timeline
Vantage Investment Partners, LLC	60,441	$17.5M	1.28%	-274	13F-HR Timeline
TWIN CAPITAL MANAGEMENT INC	59,895	$17.4M	1.85%	+472	13F-HR Timeline
CYPRESS ASSET MANAGEMENT INC/TX	59,873	$17.4M	4.18%	+635	13F-HR Timeline
AR ASSET MANAGEMENT INC	59,825	$17.3M	3.85%	-221	13F-HR Timeline
Cardinal Capital Management	59,809	$17.3M	2.54%	+4,403	13F-HR Timeline
Greystone Financial Group, LLC	59,744	$17.3M	2.85%	-422	13F-HR Timeline
WealthBridge Investment Counsel Inc.	59,721	$17.3M	5.61%	-1,410	13F-HR Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…	59,590	$17.3M	1.06%	+2,351	13F-HR Timeline
Artemis Investment Management LLP	59,405	$17.2M	0.22%	0	13F-HR Timeline