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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,695 managers (4,764 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,722,398 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers
4,695
13F filers
4,764
New
126
Added
1,948
Reduced
2,122
Sold out
99
Shares held by filers
1,960,722,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Banque Transatlantique SAin group Banque Transatlantique SA86,091$27M0.66%-1,86413F-HRTimelineGroup
GDS Wealth Management85,673$27M1.78%+1,60013F-HRTimeline
Verition Fund Management LLC85,522$27M0.15%+52,21313F-HRTimeline
NIXON PEABODY TRUST CO85,149$26.9M1.97%+44113F-HRTimeline
DEARBORN PARTNERS LLC85,149$26.9M1.26%-1,22713F-HRTimeline
Voleon Capital Management LP85,114$26.8M0.66%+41,93813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC85,006$26.8M0.6%-12,07913F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC84,936$26.8M1.81%-9,76013F-HRTimeline
Verdence Capital Advisors LLC88,060$26.8M1.54%+5,48613F-HRTimeline
WEDBUSH SECURITIES INC84,886$26.8M0.87%-1,14313F-HRTimeline
MOTCO84,597$26.7M2.44%-1,87913F-HRTimeline
Westchester Capital Management, Inc.84,305$26.6M5.72%-2,50013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP84,159$26.5M0.36%+2,14713F-HRTimelineGroup
New Republic Capital, LLC84,095$26.5M8.13%+92613F-HRTimeline
U.S. Capital Wealth Advisors, LLC84,001$26.5M0.71%-1,32013F-HRTimeline
Chicago Partners Investment Group LLC86,675$26.5M0.69%+1,94413F-HRTimeline
MONTAG A & ASSOCIATES INC83,147$26.2M1.21%-1,49113F-HRTimeline
Aviance Capital Partners, LLC83,104$26.2M3.11%+69213F-HRTimeline
Knights of Columbus Asset Advisors LLC82,718$26.1M1.49%-22,51613F-HRTimeline
Siemens Fonds Invest GmbH82,385$26M1.42%-2,29413F-HRTimeline
ALERUS FINANCIAL NA82,145$25.9M1.32%+1,51813F-HRTimeline
Biondo Investment Advisors, LLC82,130$25.9M3.24%-1,23213F-HRTimeline
Red Door Wealth Management, LLC81,848$25.8M2.74%+1,38913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG81,811$25.8M0.42%-31113F-HRTimelineGroup
Dynamic Advisor Solutions LLC81,752$25.8M0.75%-80513F-HRTimeline
FIRST MERCHANTS CORP81,273$25.6M0.97%-3,82913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC81,249$25.6M0.91%+47813F-HRTimelineGroup
CULLINAN ASSOCIATES INC81,232$25.6M1.67%+2,89013F-HRTimeline
COURIER CAPITAL LLC80,946$25.5M1.46%-2,11313F-HRTimeline
SIGNATUREFD, LLC80,868$25.5M0.4%+2,08313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC80,635$25.4M1.68%-6,46313F-HRTimeline
Oak Harvest Investment Services80,568$25.4M2.96%-18,48913F-HRTimeline
MUFG SECURITIES AMERICAS INC.80,268$25.3M1.63%+13,63613F-HRTimeline
GENERAL AMERICAN INVESTORS CO INC80,000$25.2M1.58%013F-HRTimeline
Archon Partners LLC80,000$25.2M2.68%013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC85,789$25.2M2.81%+3513F-HRTimeline
King Wealth Management Group79,881$25.2M3.17%-3713F-HRTimeline
Peak Asset Management, LLC79,880$25.2M4.4%-63313F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…79,671$25.1M2.62%-1,19613F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS79,606$25.1M0.96%+37,42613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vise Technologies, Inc.79,538$25.1M0.93%-26,93913F-HRTimeline
BURNS J W & CO INC/NY79,524$25.1M2.84%+20613F-HRTimeline
Sand Hill Global Advisors, LLC79,447$25.1M0.88%-5,22013F-HRTimeline
JGP Wealth Management, LLC81,477$25.1M2.78%-33313F-HRTimeline
Ledyard National Bank79,422$25.1M2.24%-1,86613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC79,308$25M1.9%-1,05413F-HRTimeline
BAXTER BROS INC79,111$25M2.88%+2,84613F-HRTimeline
Gladstone Institutional Advisory LLC79,104$25M0.96%-4,10513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp79,041$24.9M2.97%-1,65213F-HRTimelineGroup
Palisade Asset Management, LLC78,439$24.7M2.3%-83913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.78,416$24.7M1.71%+3,95213F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT78,362$24.7M1.48%-1,44713F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC78,286$24.7M1%+1,14313F-HRTimeline
DAVIS-REA LTD.78,065$24.6M5.98%-7,72513F-HRTimeline
Willis Investment Counsel77,979$24.6M1.35%+9,05913F-HRTimeline
Whitener Capital Management, Inc.77,938$24.6M5.89%-39713F-HRTimeline
Applied Finance Capital Management, LLC77,891$24.6M1.75%-18,19213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC77,455$24.4M1.51%+75313F-HRTimeline
SteelPeak Wealth, LLC77,342$24.4M0.82%+11,68213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC77,323$24.4M1.03%-1,74013F-HRTimeline
SlateStone Wealth, LLC77,229$24.4M2.11%-39413F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding76,973$24.3M+1,935Timeline
JB Capital LLC76,885$24.3M1.05%+2,29413F-HRTimeline
EDGAR LOMAX CO/VA76,845$24.2M1.9%-22,34513F-HRTimeline
Generate Investment Management Ltd76,500$24.1M1.22%-7,48713F-HRTimeline
CCM INVESTMENT ADVISERS LLC76,171$24M2.37%+1,22813F-HRTimeline
Ninety One SA (Pty) Ltd76,572$24M1.08%+37,02113F-HR/ATimeline
GC Wealth Management RIA, LLC75,804$23.9M0.79%+27,91313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC75,751$23.9M0.47%+1,85213F-HRTimeline
VestGen Advisors, LLC75,731$23.9M0.8%+11,85613F-HRTimeline
New Age Alpha Advisors, LLC75,722$23.9M1%-2,21313F-HRTimeline
Journey Advisory Group, LLC75,718$23.9M1.77%+80013F-HRTimeline
Empirical Financial Services, LLC d.b.a…75,686$23.9M0.48%+7,28113F-HRTimeline
Callan Family Office, LLC75,568$23.8M0.76%-2,10513F-HRTimeline
RBO & CO LLC75,537$23.8M3.73%-84013F-HRTimeline
United Asset Strategies, Inc.75,515$23.8M1.91%-57113F-HRTimeline
DNCA FINANCE75,179$23.7M1.62%-8,54813F-HRTimeline
NorthRock Partners, LLC75,102$23.7M0.43%+6,51913F-HRTimeline
CABOT WEALTH MANAGEMENT INC75,102$23.7M2.63%-56813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.74,876$23.6M2.58%-99013F-HRTimeline
Legacy Private Trust Co.74,529$23.5M1.41%+9,69913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION74,456$23.5M2.01%-2,15613F-HRTimeline
Wealthspire Advisors, LLC74,281$23.4M0.12%-5,09813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC74,197$23.4M0.22%+18,76813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC74,018$23.3M0.19%+88713F-HRTimeline
Tufton Capital Management73,999$23.3M4.16%-26113F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC73,918$23.3M0.09%+24,78413F-HRTimeline
Circle Wealth Management, LLC73,754$23.3M0.45%+76113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management73,047$23M0.78%+6,52813F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.72,874$23M1.22%-2,40013F-HRTimelineGroup
MIDDLETON & CO INC/MA72,713$22.9M2.48%-3,75113F-HRTimeline
Cohen Klingenstein LLC72,700$22.9M0.72%013F-HRTimeline
Pictet North America Advisors SA72,532$22.9M2.14%-42513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group72,529$22.9M2.74%-15813F-HRTimelineGroup
FourThought Financial Partners, LLC72,479$22.9M2.01%-1,77813F-HRTimeline
CONNORS INVESTOR SERVICES INC72,148$22.8M1.94%+3,75113F-HRTimeline
MASTERINVEST Kapitalanlage GmbH71,898$22.7M2.21%-2,20913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC71,665$22.6M1.35%013F-HRTimeline
Geneos Wealth Management Inc.71,579$22.6M0.57%-11,60913F-HRTimeline
VANTAGE WEALTH71,562$22.6M4.91%-72513F-HRTimeline
Advisors Asset Management, Inc.71,418$22.5M0.38%+1,98013F-HR/ATimeline
Stockman Wealth Management, Inc.71,268$22.5M2.79%-1,03113F-HRTimeline
Compound Planning, Inc.71,110$22.4M0.73%+4,72013F-HRTimeline
MainStreet Investment Advisors LLC70,842$22.3M3%-7,00513F-HRTimeline
Community Bank, N.A.70,644$22.3M2.69%-1,55913F-HRTimeline
Richard C. Young & CO., LTD.70,442$22.2M2.06%-1,04813F-HRTimeline
DSG Capital Advisors, LLC70,281$22.2M3.53%+1,65813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP70,221$22.1M0.45%-19,23013F-HRTimeline
Allied Investment Advisors, LLC70,214$22.1M3.52%+79613F-HRTimeline
GLOBALT Investments LLC / GA70,206$22.1M0.81%-90713F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS70,031$22.1M0.94%-55513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP69,855$22M1.84%-2,60113F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT69,613$22M0.79%+6,63013F-HRTimeline
NewSquare Capital LLC69,188$21.8M1.48%-20,33813F-HRTimeline
Venturi Wealth Management, LLC69,174$21.8M1.01%+1,51813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC68,920$21.7M1.69%+1,97013F-HRTimeline
Sowell Financial Services LLC68,693$21.7M0.83%-5,59413F-HRTimeline
GREENWOOD GEARHART LLC68,609$21.6M1.25%+48613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…73,326$21.6M0.19%-2,26613F-HRTimeline
WOODSTOCK CORP68,310$21.5M1.87%-61613F-HRTimeline
Leith Wheeler Investment Counsel Ltd.68,307$21.5M1.46%-2,38113F-HRTimeline
Heritage Trust Co68,081$21.5M2.28%+84913F-HRTimeline
Ethic Inc.67,702$21.4M0.35%+3,71213F-HRTimeline
Caldwell Trust Co67,642$21.3M1.99%-54213F-HRTimeline
FARMERS TRUST CO67,638$21.3M3.68%-87513F-HRTimeline
River Wealth Advisors LLC67,634$21.3M2.49%+37413F-HRTimeline
PFG Investments, LLC67,534$21.3M1.11%-3013F-HRTimeline
Parallax Volatility Advisers, L.P.67,397$21.3M0.63%+53,88313F-HRTimeline
Sterling Capital Management LLC67,093$21.2M0.31%-17213F-HRTimeline
Barbara Oil Co.67,000$21.1M7.87%013F-HRTimeline
IHT Wealth Management, LLC66,806$21.1M0.53%-94513F-HRTimeline
AlphaCore Capital LLC66,691$21M0.71%+3,84013F-HRTimeline
STRATEGY ASSET MANAGERS LLC66,652$21M3.78%+20413F-HRTimeline
One Capital Management, LLC66,589$21M0.67%-34313F-HRTimeline
Telos Capital Management, Inc.66,288$20.9M2%-3513F-HRTimeline
Douglass Winthrop Advisors, LLC66,191$20.9M0.36%+11,31213F-HRTimeline
1ST SOURCE BANK66,000$20.8M1.1%-1,80513F-HRTimeline
AMG National Trust Bank65,963$20.8M0.51%-51413F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT65,945$20.8M0.27%-4,33313F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.65,939$20.8M2.34%-85713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC65,767$20.7M0.41%-52013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.65,667$20.7M0.25%-11,09913F-HR/ATimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …65,542$20.7M0.54%-17,34313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.65,437$20.6M0.99%-8,12413F-HRTimeline
TrinityBridge Ltd65,437$20.6M0.46%-1,49013F-HRTimeline
Granite Investment Partners, LLC65,366$20.6M1.17%-1,28513F-HRTimeline
Intellus Advisors LLC65,194$20.6M2.81%-31713F-HRTimeline
Goelzer Investment Management, Inc.65,084$20.5M1.09%-54213F-HRTimeline
Integrated Advisors Network LLC65,027$20.5M0.86%+2,75313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC64,976$20.5M1.6%+6,03613F-HRTimeline
MEANS INVESTMENT CO., INC.64,619$20.4M1.76%+59613F-HRTimeline
Iowa State Bank64,511$20.3M3.87%-2,74613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC64,274$20.3M3.35%-113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding65,522$20.3M-5,881Timeline
JCIC Asset Management Inc.64,163$20.2M6.33%13F-HRTimeline
Princeton Global Asset Management LLC64,156$20.2M3.36%-45513F-HRTimeline
Sound View Wealth Advisors Group, LLC64,131$20.2M1.39%+67213F-HRTimeline
Copeland Capital Management, LLC64,047$20.2M0.42%-3,15713F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…63,993$20.2M0.74%+61,19413F-HRTimelineGroup
BDF-GESTION63,921$20.2M2.39%-13,29013F-HRTimeline
BRIGHTON JONES LLC63,816$20.1M0.48%+12,24613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …63,337$20M2.35%+5,52913F-HRTimelineGroup
WINSLOW ASSET MANAGEMENT INC63,292$20M3.75%-2,58213F-HRTimeline
Keystone Financial Group63,004$19.9M1.52%+8,71913F-HR/ATimeline
Arvest Bank Trust Division62,841$19.8M1.1%-23,65413F-HRTimeline
Turtle Creek Wealth Advisors, LLC62,678$19.8M1.77%+9,65013F-HRTimeline
Arax Advisory Partners62,478$19.7M0.28%+30,52813F-HRTimeline
Roundview Capital LLC62,445$19.7M1.25%-5113F-HRTimeline
SFE Investment Counsel62,370$19.7M3.14%-1,72213F-HRTimeline
SPINNAKER TRUST62,273$19.6M1.09%-1,50813F-HRTimeline
FAGAN ASSOCIATES, INC.62,047$19.6M2.7%+27513F-HRTimeline
BURLING WEALTH PARTNERS, LLC62,037$19.6M3.24%-77913F-HRTimeline
Walter Public Investments Inc.61,915$19.5M3.21%+37,36813F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC61,738$19.5M2.91%-17913F-HRTimeline
Simmons Bankin group Simmons Bank61,730$19.5M1.3%+36113F-HRTimelineGroup
PITTENGER & ANDERSON INC61,723$19.5M0.71%+4,40913F-HRTimeline
Orange Investment Advisors, Inc.61,497$19.4M2.02%-2,01613F-HRTimeline
Sara-Bay Financial61,436$19.4M5.42%-52813F-HRTimeline
Carmel Capital Management L.L.C.61,377$19.4M5.88%+10513F-HRTimeline
Northside Capital Management, LLC61,352$19.4M1.77%+20013F-HRTimeline
Cornerstone Wealth Group, LLC61,253$19.3M1.3%-31113F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.61,048$19.3M0.06%-1,273,55413F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO60,860$19.2M3.29%+2,45513F-HRTimeline
Farmers National Bank60,525$19.1M4.53%-92013F-HRTimeline
Vestcor Inc60,238$19M0.57%-2,53413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.60,138$19M3.38%13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.60,060$18.9M3%+7,70413F-HRTimeline
CAMDEN NATIONAL BANK59,869$18.9M2.64%-1,66413F-HRTimeline
AR ASSET MANAGEMENT INC59,825$18.9M3.98%013F-HRTimeline
Meridian Wealth Advisors, LLC59,687$18.8M2.67%+1,92413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding59,685$18.8M+545Timeline
GERMAN AMERICAN BANCORP, INC.59,583$18.8M1.66%-13,10413F-HRTimeline
Zuckerman Investment Group, LLC59,483$18.8M1.74%-2,45613F-HRTimeline
Vantage Investment Partners, LLC59,473$18.8M1.28%-96813F-HRTimeline
Cardinal Point Capital Management ULC59,463$18.8M1.31%-1,50413F-HRTimeline
CPC Advisors, LLC59,442$18.7M1.98%+83413F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX59,335$18.7M4.26%-53813F-HRTimeline
Allen Mooney & Barnes Investment Adviso…59,239$18.7M2.91%-20,21313F-HRTimeline
Cardinal Capital Management59,156$18.7M2.58%-65313F-HRTimeline
WealthBridge Investment Counsel Inc.59,121$18.6M5.75%-60013F-HRTimeline