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Disclosery

JPM JPMORGAN CHASE & CO

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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.

HolderSharesValue% of portfolioChangeSource
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.59,244$17.2M0.77%+3,47613F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC58,940$17.2M1.56%+90013F-HRTimeline
COUNTRY CLUB BANK59,781$17.2M1.08%-39013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding59,140$17.1M+3,254Timeline
MERITAGE PORTFOLIO MANAGEMENT58,953$17.1M1.08%-1,05313F-HRTimeline
Buckley Wealth Management, LLC58,950$17.1M5.11%-2,07113F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO58,405$17M3.18%-8,04113F-HRTimeline
CPC Advisors, LLC58,608$17M2.13%-79213F-HRTimeline
Edgestream Partners, L.P.58,583$17M0.47%new13F-HRTimeline
Plato Investment Management Ltd58,554$16.9M1.27%+1,39113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding58,286$16.9M+2,456Timeline
CAPE COD FIVE CENTS SAVINGS BANK80,099$16.9M1.55%013F-HRTimeline
EQUITABLE TRUST CO58,209$16.9M0.84%-1,99613F-HRTimeline
Mirador Capital Partners LP58,171$16.9M2.74%+62813F-HRTimeline
Frank, Rimerman Advisors LLC58,066$16.8M1.13%+2,20713F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC57,918$16.8M1.15%-1,04113F-HRTimeline
Laurel Wealth Advisors LLC57,900$16.8M2.51%-15413F-HR/ATimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …57,808$16.8M2.25%+8,01713F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co57,794$16.8M1.06%-40113F-HRTimelineGroup
Meridian Wealth Advisors, LLC57,763$16.7M2.65%+57413F-HRTimeline
Next Level Private LLC57,601$16.7M5.44%+1,31713F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC57,578$16.7M3.03%+13913F-HRTimeline
PITTENGER & ANDERSON INC57,314$16.6M0.61%+2,72413F-HRTimeline
Traynor Capital Management, Inc.57,170$16.6M1.18%-1,91013F-HRTimeline
SRH ADVISORS, LLC57,220$16.6M5.04%013F-HRTimeline
Stolper Co57,092$16.6M5.44%-72113F-HRTimeline
INDEPENDENT INVESTORS INC56,934$16.5M3.6%013F-HRTimeline
Procyon Advisors, LLC56,752$16.5M1.56%-33,74513F-HRTimeline
VALICENTI ADVISORY SERVICES INC56,714$16.4M3.84%-15113F-HRTimeline
Venator Management LLC56,595$16.4M4.24%+2513F-HRTimeline
RWQ Financial Management Services, Inc.56,200$16.3M6.86%+16,75013F-HRTimeline
Perennial Advisors, LLC56,016$16.2M3.02%-10613F-HRTimeline
NWI MANAGEMENT LP56,000$16.2M1.49%013F-HR/ATimeline
FOSTER & MOTLEY INC55,962$16.2M0.94%-1,77613F-HRTimeline
EFG Private Wealth Management (Americas…55,961$16.2M2.99%-1,72813F-HRTimeline
Visionary Wealth Advisors55,694$16.1M0.82%-27313F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.55,639$16.1M0.18%-440,73913F-HRTimeline
Mengis Capital Management, Inc.55,465$16.1M3.42%-82613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.55,437$16.1M0.68%-28513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC55,429$16.1M0.21%+2,74213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC55,388$16.1M1.09%+1,75213F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI55,356$16M1.66%+2,00313F-HRTimeline
Magnus Financial Group LLC55,353$16M1.41%+54213F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC55,277$16M4.06%+1,70613F-HRTimeline
Capstone Financial Advisors, Inc.55,209$16M0.93%+23313F-HRTimeline
Radnor Capital Management, LLC55,165$16M2.55%-36913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC68,963$16M1.43%-37813F-HRTimeline
Stenger Family Office, LLC53,319$16M4.12%13F-HRTimeline
LYNCH & ASSOCIATES/IN54,979$15.9M3.21%-1,15313F-HRTimeline
Douglass Winthrop Advisors, LLC54,879$15.9M0.29%+1,13013F-HRTimeline
LGT Fund Management Co Ltd.54,715$15.9M1.39%+19,99313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST54,710$15.9M1.62%+2,03313F-HRTimeline
GAM Holding AGin group GAM Holding AG54,668$15.8M1.11%-4,37613F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.54,502$15.8M2.27%+31413F-HRTimeline
Community Bank of Raymore54,390$15.8M11.67%-1,33013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV54,357$15.8M1.08%-4,36313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.54,327$15.8M0.77%+4,95013F-HRTimelineGroup
Keystone Financial Group54,285$15.7M1.42%+1,34213F-HRTimeline
EagleClaw Capital Managment, LLC54,068$15.7M2.34%-87513F-HRTimeline
Joel Isaacson & Co., LLC53,946$15.6M0.64%+2,34313F-HRTimeline
Beverly Hills Private Wealth, LLC53,737$15.6M2.92%-34313F-HRTimeline
Cadence Bank53,692$15.6M1.02%-71813F-HRTimeline
Clarity Financial LLC53,479$15.5M1.67%-28,77313F-HRTimeline
Torray Investment Partners LLC53,404$15.5M2.25%-8,69313F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P53,400$15.5M1.55%013F-HRTimelineGroup
Annex Advisory Services, LLC53,341$15.5M0.37%+94613F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…53,090$15.4M3.66%-1,36113F-HRTimelineGroup
Genus Capital Management Inc.53,068$15.4M1.96%+15,71513F-HRTimeline
Turtle Creek Wealth Advisors, LLC53,028$15.4M1.81%+3,16513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC52,832$15.3M0.51%-2,16413F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC52,654$15.3M0.84%+2,06013F-HRTimeline
Jain Global LLC52,603$15.3M0.24%new13F-HRTimeline
Simplicity Wealth,LLC52,585$15.2M0.63%+22,74013F-HRTimeline
BANQUE PICTET & CIE SA52,566$15.2M0.16%-12,65313F-HRTimeline
Avantax Planning Partners, Inc.52,525$15.2M0.48%+92713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd52,522$15.2M0.26%new13F-HRTimelineGroup
HOERTKORN RICHARD CHARLES52,412$15.2M6.43%-88513F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.52,356$15.2M2.75%-3,84813F-HRTimeline
Buck Wealth Strategies, LLC52,216$15.1M2.31%+11,67413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC52,161$15.1M1.17%-16,38513F-HRTimeline
Baker Ellis Asset Management LLC52,083$15.1M2.07%-2913F-HRTimeline
Live Oak Private Wealth LLC52,058$15.1M2.25%+25813F-HRTimeline
Matthew 25 Management Corp52,000$15.1M4.84%-3,00013F-HRTimeline
one8zero8, LLC51,951$15.1M3.55%-3,60813F-HRTimeline
PDS Planning, Inc51,924$15.1M1.12%+4,26513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC51,753$15M3.24%+16313F-HRTimeline
Core Alternative Capital51,604$15M4.09%-3,28613F-HRTimeline
BRIGHTON JONES LLC51,570$15M0.4%+65013F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.51,477$14.9M3.06%+4,71613F-HRTimelineGroup
Forge First Asset Management Inc.51,350$14.9M5.38%new13F-HRTimeline
Bridgewater Associates, LP51,287$14.9M0.06%-31,18013F-HRTimeline
Miramar Capital, LLC51,267$14.9M3.52%+80713F-HRTimeline
Trajan Wealth LLC51,193$14.8M0.73%-1,33513F-HRTimeline
Peterson Wealth Services51,137$14.8M4.06%+34413F-HRTimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP51,067$14.8M0.25%new13F-HRTimelineGroup
Giverny Capital Inc.50,950$14.8M0.51%+6,46713F-HRTimeline
Sage Mountain Advisors LLC50,896$14.8M0.96%+1,91613F-HRTimeline
BOYAR ASSET MANAGEMENT INC.50,806$14.7M9.64%-16213F-HRTimeline
KG Capital Management51,210$14.7M4.33%-1,36613F-HRTimeline
Inlet Private Wealth, LLC50,464$14.6M3.6%-16013F-HRTimeline
Access Investment Management LLC50,392$14.6M4.16%13F-HRTimeline
Rench Wealth Management, Inc.50,333$14.6M4.62%-4513F-HRTimeline
Pine Valley Investments Ltd Liability Co50,329$14.6M0.86%-1,54713F-HRTimeline
Ascent Wealth Partners, LLC50,261$14.6M1.8%-2,52613F-HRTimeline
Community Bank & Trust, Waco, Texas50,187$14.6M3.3%+10113F-HRTimeline
Family Capital Trust Co49,894$14.5M5.01%-2,10913F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd49,870$14.5M0.06%-57,86113F-HRTimelineGroup
Altrafin AG49,845$14.5M4.88%+5,24513F-HRTimeline
PFG Advisors49,727$14.4M0.67%+8,09713F-HRTimeline
YHB Investment Advisors, Inc.49,664$14.4M1.11%+1,35013F-HRTimeline
Confluence Wealth Services, Inc.49,639$14.4M0.79%-14013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD49,674$14.4M0.19%+7,79413F-HRTimelineGroup
HWG Holdings LP49,545$14.4M4.2%+1,80513F-HRTimeline
Royal Fund Management, LLC49,414$14.3M1.53%-2,50913F-HRTimeline
Marietta Wealth Management, LLC49,395$14.3M1.87%-11113F-HRTimeline
CENTAURUS FINANCIAL, INC.49,228$14.3M0.83%-1,22213F-HRTimeline
Generali Investments CEE, investicni sp…49,148$14.2M1.17%+63713F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC49,134$14.2M0.06%+2,45213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC49,116$14.2M0.67%+13613F-HRTimeline
Baldwin Investment Management, LLC48,966$14.2M1.71%-37013F-HRTimeline
Belpointe Asset Management LLC48,391$14M0.58%+7,95613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding48,351$14M-16,232Timeline
Adalta Capital Management LLC48,212$14M7.01%-94613F-HRTimeline
Pure Financial Advisors, LLC48,068$13.9M0.25%+28,66213F-HRTimeline
Shepherd Financial Partners LLC48,068$13.9M1.47%-4613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC48,062$13.9M1.55%-73413F-HRTimeline
Embree Financial Group47,996$13.9M2.1%+47113F-HRTimeline
GC Wealth Management RIA, LLC47,891$13.9M1.13%+16,36513F-HRTimeline
Stokes Family Office, LLC47,703$13.8M1.45%-81813F-HRTimeline
BRAVE ASSET MANAGEMENT INC47,682$13.8M3.77%-98113F-HRTimeline
Blue Trust, Inc.47,654$13.8M0.16%+36313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…47,354$13.7M2.91%+4,85913F-HRTimeline
Harbour Capital Advisors, LLC47,002$13.7M2.89%-18013F-HRTimeline
Stokes Capital Advisors, LLC47,312$13.7M3.36%+1,22313F-HRTimeline
Atlanta Consulting Group Advisors, LLC47,240$13.7M3.75%-3,46113F-HRTimeline
Richard Bernstein Advisors LLC47,101$13.7M0.34%-9,42313F-HRTimeline
SageView Advisory Group, LLC45,750$13.6M0.52%+1,67613F-HRTimeline
Community Financial Services Group, LLC46,932$13.6M2.71%+34813F-HRTimeline
Jaffetilchin Investment Partners, LLC46,924$13.6M0.89%+2,86613F-HRTimeline
Fulcrum Capital LLC46,858$13.6M2.87%-1,70313F-HRTimeline
PIONEER TRUST BANK N A/OR46,820$13.6M3.46%-1,00613F-HRTimeline
Prosperity Consulting Group, LLC46,809$13.6M0.99%+63413F-HRTimeline
Van Hulzen Asset Management, LLC46,685$13.5M1.13%-37413F-HRTimeline
L & S Advisors Inc46,609$13.5M1.34%+11,62413F-HRTimeline
Fulton Bank, N.A.46,427$13.5M0.5%-2,80513F-HRTimeline
Financial Partners Group, LLC46,413$13.5M4.87%-51213F-HRTimeline
Coastal Bridge Advisors, LLC46,309$13.4M1.11%-67513F-HRTimeline
IFP Advisors, Inc46,303$13.4M0.38%+58313F-HRTimeline
BOSTON FAMILY OFFICE LLC46,211$13.4M0.89%-72613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE46,168$13.4M2.34%-38113F-HRTimeline
BEARING POINT CAPITAL, LLC46,019$13.3M2.46%+55113F-HRTimeline
Mystic Asset Management, Inc.45,880$13.3M3.22%-7413F-HRTimeline
DUNCKER STREETT & CO INC45,728$13.3M2.42%+74413F-HRTimeline
RPG Investment Advisory, LLC45,612$13.2M1.64%-44,98913F-HRTimeline
Pettee Investors, Inc.45,596$13.2M7.91%013F-HRTimeline
Canal Capital Management, LLC45,573$13.2M2.08%+1,58113F-HRTimeline
Ipswich Investment Management Co., Inc.45,532$13.2M3.18%+66313F-HRTimeline
PLIMOTH TRUST CO LLC45,502$13.2M3.16%-29613F-HRTimeline
Westover Capital Advisors, LLC45,400$13.2M2.63%-14413F-HRTimeline
BALLAST ADVISORS LLC45,296$13.1M3.87%-57713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC45,180$13.1M2.04%+19513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.45,163$13.1M1.85%-2,23013F-HRTimeline
SCHULHOFF & CO INC45,150$13.1M5.81%-82513F-HRTimeline
Brown Miller Wealth Management, LLC45,089$13.1M4.06%+1413F-HRTimeline
Patton Albertson Miller Group, LLC44,871$13M1.71%-34213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …44,804$13M1.78%-52913F-HRTimeline
Trueblood Wealth Management, LLC44,793$13M5.43%-1,63813F-HRTimeline
Apriem Advisors44,774$13M1.38%-6,16313F-HRTimeline
Leonteq Securities AG44,774$13M0.76%+16,27313F-HRTimeline
Bard Financial Services, Inc.44,660$12.9M1.55%-1,02513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC44,584$12.9M0.36%-66213F-HRTimeline
XML Financial, LLC44,371$12.9M1.12%-73313F-HRTimeline
SevenBridge Financial Group, LLC43,880$12.9M2.27%-48213F-HRTimeline
First National Bank of Mount Dora, Trus…44,285$12.8M2.9%+51313F-HRTimeline
Jacobi Capital Management LLC44,270$12.8M0.85%+1,23913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC44,254$12.8M1.84%+1,12213F-HRTimeline
Private Advisory Group LLC44,248$12.8M1.2%+18,98813F-HRTimeline
Bridgewater Advisors Inc.43,169$12.8M0.98%+35613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.44,208$12.8M5.86%-26913F-HRTimeline
1248 Management, LLC44,179$12.8M4.73%+3213F-HRTimeline
Mirabaud Asset Management Ltd44,453$12.8M5.94%+77813F-HRTimeline
Rollins Financial Advisors, LLC43,950$12.7M2.03%+1,95913F-HRTimeline
Elk River Wealth Management LLC43,946$12.7M2.19%-37313F-HRTimeline
First Western Trust Bank43,912$12.7M0.57%-67513F-HRTimeline
Bangor Savings Bank43,717$12.7M1.13%-41713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…43,701$12.7M0.11%-55,30813F-HRTimelineGroup
GFS Advisors, LLC43,535$12.6M1.73%new13F-HRTimeline
INTRUST BANK NA43,497$12.6M1.12%+24613F-HRTimeline
Vestmark Advisory Solutions, Inc.43,462$12.6M0.18%+15,97913F-HRTimeline
COERENTE CAPITAL MANAGEMENT43,446$12.6M2.32%-50013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding43,191$12.5M+139Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV43,214$12.5M4.54%-1,42013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.43,400$12.5M3.46%-9,21313F-HRTimeline
Voleon Capital Management LP43,176$12.5M0.69%-6,93313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…43,172$12.5M3.64%-1,38513F-HRTimeline
Xcel Wealth Management, LLC43,109$12.5M3.56%-20713F-HRTimeline
Wedmont Private Capital44,047$12.5M0.53%+1,54813F-HRTimeline
Allen Capital Group, LLC42,979$12.5M1.3%+2,42713F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.42,940$12.4M2.45%+9313F-HRTimeline
PARTHENON LLC42,898$12.4M1.42%+8513F-HRTimeline