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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,079 managers (5,156 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,050,104 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers
5,079
13F filers
5,156
New
117
Added
1,970
Reduced
2,154
Sold out
87
Shares held by filers
1,989,050,104

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Moran Wealth Management, LLC89,207$28.7M0.88%+7413F-HRTimeline
WEBSTER BANK, N. A.88,420$28.5M2.67%-2,09813F-HRTimeline
Fiduciary Group, LLC88,418$28.5M2.39%-2,64313F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP88,416$28.5M1.8%-2,86313F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE88,308$28.5M2.43%+42,78513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC87,854$28.3M4.61%-1,34013F-HRTimeline
Rempart Asset Management Inc.87,737$28.3M5.34%-6,40213F-HRTimeline
Edge Wealth Management LLC87,533$28.2M4.98%-1,22213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC87,483$28.2M1.36%+31,60213F-HRTimeline
ANDERSON HOAGLAND & CO87,293$28.1M2.42%-37613F-HRTimeline
DAVIS-REA LTD.86,942$28M7.01%+8,87713F-HRTimeline
TCV Trust & Wealth Management, Inc.86,824$28M2.26%-5413F-HRTimeline
BARLOW WEALTH PARTNERS, LLC84,914$28M3.02%-87513F-HRTimeline
GDS Wealth Management86,603$27.9M1.75%+93013F-HRTimeline
Addenda Capital Inc.86,313$27.8M0.82%-1,19613F-HRTimeline
U.S. Capital Wealth Advisors, LLC85,959$27.7M0.72%+1,95813F-HRTimeline
Cohen Capital Management, Inc.85,518$27.6M4.15%-25013F-HRTimeline
Verdence Capital Advisors LLC85,308$27.5M1.63%-2,75213F-HRTimeline
CIDEL ASSET MANAGEMENT INC85,015$27.4M1.94%-6,89713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP84,993$27.4M0.36%+83413F-HRTimelineGroup
Northwest & Ethical Investments L.P.84,617$27.3M0.61%-8,32813F-HR/ATimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…84,219$27.1M2.43%-2,76513F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise84,199$27.1M0.97%-1,56513F-HRTimelineGroup
DEARBORN PARTNERS LLC83,913$27M1.35%-1,23613F-HRTimeline
Courant Investment Management LLC83,697$27M24.38%-11,20013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC83,509$26.9M0.57%-1,49713F-HRTimeline
Knights of Columbus Asset Advisors LLC83,505$26.9M1.53%+78713F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA83,267$26.8M0.65%-2,82413F-HR/ATimelineGroup
MOTCO83,204$26.8M2.43%-1,39313F-HRTimeline
NIXON PEABODY TRUST CO83,122$26.8M2.03%-2,02713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC82,861$26.7M0.91%+1,61213F-HRTimelineGroup
Premier Fund Managers Ltd82,324$26.6M1.53%-7,80013F-HRTimeline
Westchester Capital Management, Inc.82,392$26.5M5.49%-1,91313F-HRTimeline
Aviance Capital Partners, LLC82,311$26.5M3.06%-79313F-HRTimeline
SIGNATUREFD, LLC82,160$26.5M0.4%+1,29213F-HRTimeline
Sterling Capital Management LLC82,137$26.5M0.43%+15,04413F-HRTimeline
Red Door Wealth Management, LLC82,120$26.5M2.75%+27213F-HRTimeline
Oak Harvest Investment Services82,105$26.5M2.89%+1,53713F-HRTimeline
NorthCoast Asset Management LLC81,982$26.4M0.58%-554,93213F-HRTimeline
JGP Wealth Management, LLC81,723$26.3M2.74%+24613F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding81,483$26.3M+4,510Timeline
Empirical Financial Services, LLC d.b.a…81,399$26.2M0.47%+5,71313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC81,283$26.2M1.64%+64813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC81,102$26.1M1.05%+2,81613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd80,927$26.1M0.68%+70,09213F-HRTimelineGroup
BURNEY CO/80,720$26M0.81%-34,58713F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC80,720$26M1.6%-4,21613F-HRTimeline
Ninety One SA (Pty) Ltd80,684$26M1.12%+4,11213F-HRTimeline
FIRST MERCHANTS CORP80,663$26M0.96%-61013F-HRTimeline
Chicago Partners Investment Group LLC87,232$26M0.64%+55713F-HRTimeline
King Wealth Management Group80,399$25.9M3.12%+51813F-HRTimeline
GENERAL AMERICAN INVESTORS CO INC80,000$25.8M1.6%013F-HRTimeline
Archon Partners LLC80,000$25.8M2.69%013F-HRTimeline
Biondo Investment Advisors, LLC79,947$25.8M3.11%-2,18313F-HRTimeline
Compound Planning, Inc.79,859$25.7M0.76%+8,74913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC79,738$25.7M1.93%+43013F-HRTimeline
Gladstone Institutional Advisory LLC79,638$25.7M0.97%+53413F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…79,498$25.6M2.63%-17313F-HRTimeline
MONTAG A & ASSOCIATES INC79,481$25.6M1.17%-3,66613F-HRTimeline
Dynamic Advisor Solutions LLC79,330$25.6M0.82%-2,42213F-HRTimeline
BURNS J W & CO INC/NY79,197$25.5M2.83%-32713F-HRTimeline
BlueCrest Capital Management Ltd79,128$25.5M0.99%new13F-HRTimeline
Peak Asset Management, LLC79,111$25.5M4.34%-76913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC78,872$25.4M1.51%+1,41713F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp78,550$25.3M2.95%-49113F-HRTimelineGroup
COURIER CAPITAL LLC78,471$25.3M1.42%-2,47513F-HRTimeline
Siemens Fonds Invest GmbH77,987$25.2M1.34%-4,39813F-HRTimeline
BAXTER BROS INC78,005$25.1M2.91%-1,10613F-HRTimeline
SlateStone Wealth, LLC77,995$25.1M2.1%+76613F-HRTimeline
Willis Investment Counsel77,879$25.1M1.3%-10013F-HRTimeline
Whitener Capital Management, Inc.77,765$25.1M5.7%-17313F-HRTimeline
Legacy Private Trust Co.77,762$25.1M1.48%+3,23313F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…77,500$25M0.14%-61,23513F-HRTimelineGroup
Sand Hill Global Advisors, LLC77,436$25M0.87%-2,01113F-HRTimeline
JB Capital LLC77,427$24.9M1.02%+54213F-HRTimeline
Arbejdsmarkedets Tillaegspension77,398$24.9M0.64%13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.77,156$24.9M1.74%-1,26013F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT77,176$24.9M1.44%-1,18613F-HRTimelineGroup
Ledyard National Bank76,878$24.8M2.13%-2,54413F-HRTimeline
DNCA FINANCE76,714$24.7M1.43%+1,53513F-HRTimeline
Brooklyn Investment Group76,172$24.7M1.14%+28,82513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC76,525$24.7M0.45%+77413F-HRTimeline
Covea Finance76,500$24.6M0.81%-27,70013F-HRTimeline
CCM INVESTMENT ADVISERS LLC75,942$24.5M2.34%-22913F-HRTimeline
Advisors Asset Management, Inc.75,912$24.5M0.41%+4,49413F-HR/ATimeline
Ethic Inc.75,697$24.4M0.38%+7,99513F-HRTimeline
RBO & CO LLC75,451$24.3M3.87%-8613F-HRTimeline
Palisade Asset Management, LLC75,437$24.3M2.37%-3,00213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.75,294$24.3M2.65%+41813F-HRTimeline
EDGAR LOMAX CO/VA75,095$24.2M1.84%-1,75013F-HRTimeline
M Holdings Securities, Inc.75,092$24.2M1.73%new13F-HRTimeline
United Asset Strategies, Inc.74,950$24.2M1.86%-56513F-HRTimeline
WCG Wealth Advisors LLC74,791$24.1M0.68%+44,03313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management74,497$24M0.8%+1,45013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC74,317$23.9M0.18%+29913F-HRTimeline
CABOT WEALTH MANAGEMENT INC74,164$23.9M2.64%-93813F-HRTimeline
OpenArc Corporate Advisory, LLC74,156$23.9M0.39%13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC74,024$23.9M0.9%-58,77413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION73,907$23.8M1.96%-54913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding73,645$23.7M+13,960Timeline
Journey Advisory Group, LLC73,540$23.7M1.99%-2,17813F-HRTimeline
Applied Finance Capital Management, LLC73,371$23.6M1.69%-4,52013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group73,044$23.5M2.64%+51513F-HRTimelineGroup
Tufton Capital Management73,045$23.5M4.11%-95413F-HRTimeline
Circle Wealth Management, LLC72,751$23.4M0.36%-1,00313F-HRTimeline
Cohen Klingenstein LLC72,700$23.4M0.71%013F-HRTimeline
MIDDLETON & CO INC/MA72,583$23.4M2.48%-13013F-HRTimeline
FourThought Financial Partners, LLC72,277$23.3M1.97%-20213F-HRTimeline
DUPONT CAPITAL MANAGEMENT CORP72,243$23.3M2.62%-16,79913F-HRTimeline
MASTERINVEST Kapitalanlage GmbH71,911$23.3M2.21%+1313F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd72,032$23.2M1.6%-22,22213F-HRTimeline
CONNORS INVESTOR SERVICES INC71,841$23.1M1.99%-30713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC71,665$23.1M1.37%013F-HRTimeline
Geneos Wealth Management Inc.71,334$23M0.56%-24513F-HRTimeline
Stockman Wealth Management, Inc.71,206$22.9M2.67%-6213F-HR/ATimeline
LOGAN CAPITAL MANAGEMENT INC70,963$22.9M0.96%-6,36013F-HRTimeline
STRATEGY ASSET MANAGERS LLC70,620$22.8M3.74%+3,96813F-HRTimeline
PITTENGER & ANDERSON INC70,533$22.7M0.87%+8,81013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC70,440$22.7M0.38%-20,66713F-HRTimeline
Douglass Winthrop Advisors, LLC70,363$22.7M0.4%+4,17213F-HRTimeline
Richard C. Young & CO., LTD.70,357$22.7M2.03%-8513F-HRTimeline
Venturi Wealth Management, LLC70,316$22.7M1.01%+1,14213F-HRTimeline
Pictet North America Advisors SA70,301$22.7M2.15%-2,23113F-HRTimeline
Strategic Wealth Investment Group, LLC70,211$22.6M2.78%-30,27413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC70,077$22.6M1.64%+5,10113F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS70,031$22.6M0.51%013F-HRTimeline
VANTAGE WEALTH69,850$22.5M4.87%-1,71213F-HRTimeline
CULLINAN ASSOCIATES INC69,616$22.4M1.52%-11,61613F-HRTimeline
Allied Investment Advisors, LLC69,411$22.4M3.46%-80313F-HRTimeline
Community Bank, N.A.69,259$22.3M2.64%-1,38513F-HRTimeline
River Wealth Advisors LLC68,992$22.2M2.49%+1,35813F-HRTimeline
WOODSTOCK CORP68,892$22.2M1.9%+58213F-HRTimeline
Sowell Financial Services LLC68,880$22.2M0.82%+18713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.68,692$22.1M1.33%-4,18213F-HRTimelineGroup
DSG Capital Advisors, LLC71,391$22.1M3.36%+1,11013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC68,238$22M1.64%-68213F-HRTimeline
PFG Investments, LLC68,149$22M1.03%+61513F-HRTimeline
K.J. Harrison & Partners Inc68,135$22M2.92%+40,30013F-HRTimeline
Heritage Trust Co68,127$22M2.23%+4613F-HRTimeline
GLOBALT Investments LLC / GA68,004$21.9M0.8%-2,20213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP67,772$21.8M1.7%-2,08313F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…72,424$21.7M0.2%-90213F-HRTimeline
ALERUS FINANCIAL NA67,487$21.7M1.06%-14,65813F-HRTimeline
GREENWOOD GEARHART LLC67,442$21.7M1.2%-1,16713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP67,360$21.7M0.44%-2,86113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT67,350$21.7M0.75%-2,26313F-HRTimeline
IHT Wealth Management, LLC67,221$21.7M0.53%+41513F-HRTimeline
FARMERS TRUST CO67,171$21.6M3.53%-46713F-HRTimeline
AMG National Trust Bank67,162$21.6M0.51%+1,19913F-HRTimeline
Barbara Oil Co.67,000$21.6M8.01%013F-HRTimeline
One Capital Management, LLC66,839$21.5M0.65%+25013F-HRTimeline
Turtle Creek Wealth Advisors, LLC66,697$21.5M1.69%+4,01913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC66,469$21.4M0.4%+70213F-HRTimeline
Goelzer Investment Management, Inc.66,060$21.3M0.99%+97613F-HRTimeline
Caldwell Trust Co66,039$21.3M1.89%-1,60313F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.65,664$21.2M2.29%-27513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.76,593$21.2M0.23%+10,92613F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC65,249$21M1.41%+1,11813F-HRTimeline
MainStreet Investment Advisors LLC64,722$20.9M3%-6,12013F-HRTimeline
Telos Capital Management, Inc.64,715$20.9M1.94%-1,57313F-HRTimeline
BURLING WEALTH PARTNERS, LLC64,653$20.8M3.24%+2,61613F-HRTimeline
SPINNAKER TRUST64,642$20.8M1.11%+2,36913F-HRTimeline
1ST SOURCE BANK64,609$20.8M1.09%-1,39113F-HRTimeline
Princeton Global Asset Management LLC64,540$20.8M3.37%+38413F-HRTimeline
Granite Investment Partners, LLC64,498$20.8M1.23%-86813F-HRTimeline
MidFirst Bank65,722$20.7M1.65%13F-HRTimeline
Intellus Advisors LLC64,138$20.7M2.74%-1,05613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC63,983$20.6M3.23%-29113F-HRTimeline
Leith Wheeler Investment Counsel Ltd.63,871$20.6M1.54%-4,43613F-HRTimeline
Iowa State Bank63,767$20.5M3.85%-74413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV63,679$20.5M1.08%+7,08113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding63,460$20.4M+9,583Timeline
New Age Alpha Advisors, LLC63,434$20.4M0.88%-12,28813F-HRTimeline
Stenger Family Office, LLC63,409$20.4M4.22%+3,76513F-HRTimeline
JCIC Asset Management Inc.63,386$20.4M6.25%-77713F-HRTimeline
MEANS INVESTMENT CO., INC.63,237$20.4M1.72%-1,38213F-HRTimeline
Farmers National Bank63,216$20.4M4.55%+2,69113F-HRTimeline
NatWest Group plcin group NatWest Group plc63,194$20.4M4.74%+31,15413F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding65,218$20.3M-304Timeline
B. Riley Wealth Advisors, Inc.62,772$20.2M0.96%-2,66513F-HRTimeline
WINSLOW ASSET MANAGEMENT INC62,708$20.2M3.73%-58413F-HRTimeline
TrinityBridge Ltd62,664$20.2M0.45%-2,77313F-HRTimeline
Trajan Wealth LLC62,489$20.1M0.84%+3,38113F-HRTimeline
Carmel Capital Management L.L.C.62,227$20.1M6.08%+85013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.62,166$20M3.09%+2,10613F-HRTimeline
Simmons Bankin group Simmons Bank62,089$20M1.34%+35913F-HRTimelineGroup
Cornerstone Wealth Group, LLC62,043$20M1.37%+79013F-HRTimeline
Roundview Capital LLC62,039$20M1.23%-40613F-HRTimeline
Strategic Wealth Partners, Ltd.62,001$20M1.37%+9,75513F-HRTimeline
Texas Capital Bank Wealth Management Se…61,893$19.9M1.15%+16,35113F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC61,724$19.9M2.81%-1413F-HRTimeline
Sara-Bay Financial61,475$19.9M5.95%+3913F-HRTimeline
FAGAN ASSOCIATES, INC.61,486$19.8M2.64%-56113F-HRTimeline
CTC LLC61,419$19.8M1.81%+39,01013F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC61,302$19.8M0.08%-12,61613F-HRTimeline
Copeland Capital Management, LLC61,297$19.8M0.44%-2,75013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC61,254$19.7M0.95%+17,30313F-HRTimeline
Zuckerman Investment Group, LLC60,993$19.7M1.75%+1,51013F-HRTimeline
SFE Investment Counsel60,778$19.6M3.05%-1,59213F-HRTimeline
Plato Investment Management Ltd60,310$19.5M1.28%+87013F-HRTimeline