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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,021 managers (5,105 13F filers) reported a position in JPM shares at 2026-03-31, 1,950,351,214 shares in all. 124 filers opened a position and 177 filers sold out during the quarter.

Managers
5,021
13F filers
5,105
New
124
Added
2,135
Reduced
2,294
Sold out
177
Shares held by filers
1,950,351,214

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Sara-Bay Financial59,392$17.5M5.25%-2,08313F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.59,195$17.4M2.79%+2,43813F-HRTimelineGroup
Procyon Advisors, LLC59,066$17.4M0.86%-1,02613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC58,942$17.3M1.13%+22013F-HRTimeline
Cardinal Capital Management58,789$17.3M2.23%-38513F-HRTimeline
AR ASSET MANAGEMENT INC58,772$17.3M3.34%-1,05313F-HRTimeline
Joel Isaacson & Co., LLC58,614$17.2M0.57%+59213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding58,415$17.2M+1,773Timeline
CYPRESS ASSET MANAGEMENT INC/TX58,304$17.2M3.98%-91713F-HRTimeline
CAMDEN NATIONAL BANK58,254$17.1M2.32%-1,06713F-HRTimeline
WealthBridge Investment Counsel Inc.58,216$17.1M5.23%-48513F-HRTimeline
Frank, Rimerman Advisors LLC58,213$17.1M1.12%-14813F-HRTimeline
Vantage Investment Partners, LLC58,074$17.1M1.18%-10913F-HRTimeline
Traynor Capital Management, Inc.60,011$17M1.01%+65413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI57,873$17M1.61%+1,93713F-HRTimeline
Osprey Private Wealth LLC57,858$17M4.93%+2,35313F-HRTimeline
Next Level Private LLC57,666$17M3.83%+25213F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC57,598$16.9M1.52%13F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT, LLC.57,401$16.9M2.68%-2,27513F-HRTimeline
Laurel Wealth Advisors LLC55,750$16.8M1.66%+3213F-HRTimeline
SRH ADVISORS, LLC57,220$16.8M4.82%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.57,193$16.8M1.45%-50113F-HRTimeline
Mirador Capital Partners LP57,125$16.8M2.38%-48813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.57,035$16.8M0.16%-19,55813F-HRTimelineGroup
Smartleaf Asset Management LLC59,052$16.8M0.61%+3,16913F-HRTimeline
EQUITABLE TRUST CO56,504$16.6M0.77%-1,10313F-HRTimeline
Segment Wealth Management, LLC56,500$16.6M0.98%+36,76613F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …56,444$16.6M0.12%-90,14313F-HRTimelineGroup
BANQUE PICTET & CIE SA56,429$16.6M0.19%-1,04713F-HRTimeline
Haverford Financial Services, Inc.56,346$16.6M4.94%-20913F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.56,272$16.6M2.01%+51613F-HRTimeline
Perennial Advisors, LLC56,156$16.5M2.81%-39913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST56,156$16.5M1.58%-5113F-HRTimeline
Buck Wealth Strategies, LLC55,900$16.4M2.03%+1,37713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC55,828$16.4M1.29%-13,41613F-HRTimeline
INDEPENDENT INVESTORS INC55,804$16.4M3.26%-1,00013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD55,661$16.4M2.45%-1,46713F-HR/ATimeline
Clear Trail Advisors, LLC55,630$16.4M2.72%+95913F-HRTimeline
South Dakota Investment Council55,368$16.3M0.31%-23813F-HRTimeline
Baker Ellis Asset Management LLC55,355$16.3M1.93%-4513F-HRTimeline
Radnor Capital Management, LLC55,273$16.3M2.41%+7213F-HRTimeline
Arvest Bank Trust Division55,239$16.2M0.88%-4,34413F-HRTimeline
NWI MANAGEMENT LP55,000$16.2M0.99%013F-HR/ATimeline
Stolper Co54,984$16.2M4.59%-59813F-HRTimeline
Vestcor Inc54,738$16.1M0.44%-5,50013F-HRTimeline
Magnus Financial Group LLC54,581$16.1M1.31%-2,61713F-HRTimeline
Community Bank of Raymore54,576$16.1M10.75%+22013F-HRTimeline
Sigma Planning Corp54,533$16M0.45%-2,57113F-HRTimeline
Mengis Capital Management, Inc.54,298$16M2.75%-4813F-HRTimeline
Visionary Wealth Advisors54,250$16M0.71%-92613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV54,126$15.9M0.82%-9,55313F-HRTimeline
BURNEY CO/54,003$15.9M0.5%-26,71713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co53,781$15.8M0.76%-1,99213F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC53,532$15.7M0.97%-3,00613F-HRTimeline
HWG Holdings LP53,518$15.7M4.15%-60813F-HRTimeline
VALICENTI ADVISORY SERVICES INC53,354$15.7M3.42%-18213F-HRTimeline
VestGen Advisors, LLC51,348$15.7M0.44%+11,47513F-HRTimeline
Clarity Financial LLC52,989$15.6M1.7%-45,86013F-HRTimeline
Wedmont Private Capital50,587$15.6M0.5%+2,77613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC52,647$15.5M2.99%-8013F-HRTimeline
EagleClaw Capital Managment, LLC52,643$15.5M2.17%-11313F-HRTimeline
LYNCH & ASSOCIATES/IN52,450$15.4M2.9%-18213F-HRTimeline
Embree Financial Group52,414$15.4M1.82%+3,21813F-HRTimeline
YHB Investment Advisors, Inc.52,383$15.4M1.1%+1,15113F-HRTimeline
Giverny Capital Inc.52,298$15.4M0.56%+46013F-HRTimeline
Annex Advisory Services, LLC52,287$15.4M0.29%+4,10613F-HRTimeline
BlueCrest Capital Management Ltd52,192$15.4M1.44%-26,93613F-HRTimeline
Meridian Wealth Advisors, LLC52,079$15.3M2.03%-3,06313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE52,066$15.3M2.27%-36,24213F-HRTimeline
Miramar Capital, LLC52,064$15.3M3.41%+65013F-HRTimeline
one8zero8, LLC51,829$15.2M3.4%-3413F-HRTimeline
GC Wealth Management RIA, LLC51,740$15.2M0.63%+1,63313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …51,616$15.2M1.48%-4,06713F-HRTimelineGroup
DIVIDEND ASSETS CAPITAL, LLC51,569$15.2M3.03%-2,91813F-HRTimeline
Integrated Advisors Network LLC51,445$15.1M0.79%-4,48613F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P51,360$15.1M1.46%-65013F-HRTimelineGroup
Teamwork Financial Advisors, LLC51,279$15.1M1.68%-3,98813F-HRTimeline
Royal Fund Management, LLC51,146$15.1M1.44%+43413F-HRTimeline
Ascent Wealth Partners, LLC50,889$15M1.74%+1,39613F-HRTimeline
Live Oak Private Wealth LLC50,841$15M2.08%-44813F-HRTimeline
Marietta Wealth Management, LLC50,757$14.9M1.77%+1,61813F-HRTimeline
Arax Advisory Partners50,664$14.9M0.42%-2,70713F-HRTimeline
CASTLEARK MANAGEMENT LLC50,525$14.9M0.49%+5,89013F-HRTimeline
Avantax Planning Partners, Inc.50,447$14.8M0.41%-73613F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…50,444$14.8M0.12%+49,66913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50,412$14.8M0.45%+14,77113F-HR/ATimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC50,297$14.8M0.26%-20,14313F-HRTimeline
FOSTER & MOTLEY INC50,264$14.8M0.76%-1,67913F-HRTimeline
McMillan Office, Inc.50,231$14.8M1.89%+7813F-HRTimeline
Venator Management LLC50,215$14.8M3.55%-5,25013F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC50,146$14.8M3.52%-83613F-HRTimeline
RKL Wealth Management LLC49,904$14.7M1.32%+24,81513F-HRTimeline
Peterson Wealth Services49,897$14.7M3.63%+5113F-HRTimeline
NewSquare Capital LLC49,768$14.6M1.28%+59913F-HRTimeline
Jaffetilchin Investment Partners, LLC49,723$14.6M0.87%+3,37313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC49,619$14.6M0.64%+1,00513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC49,604$14.6M0.38%-46713F-HRTimelineGroup
Community Bank & Trust, Waco, Texas49,554$14.6M2.89%+9713F-HRTimeline
DUNCKER STREETT & CO INC49,420$14.5M2.76%-27413F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…49,413$14.5M0.71%-80813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC49,384$14.5M0.77%-2,71713F-HRTimeline
CENTAURUS FINANCIAL, INC.49,375$14.5M0.69%+94313F-HRTimeline
PDS Planning, Inc49,211$14.5M0.95%-16013F-HRTimeline
Walter Public Investments Inc.49,156$14.5M3.46%-3,54013F-HRTimeline
Confluence Wealth Services, Inc.48,970$14.4M0.56%+2,75413F-HRTimeline
Spartan Wealth Advisory Services LLC48,805$14.4M1.25%13F-HRTimeline
Stokes Family Office, LLC48,478$14.3M1.47%-5,74713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC48,477$14.3M1.04%-19,76113F-HRTimeline
Pure Financial Advisors, LLC48,338$14.2M0.2%+13413F-HRTimeline
Baldwin Investment Management, LLC48,174$14.2M1.66%+6013F-HRTimeline
BRAVE ASSET MANAGEMENT INC48,165$14.2M3.37%+36113F-HRTimeline
Pettee Investors, Inc.45,108$14.1M7.28%+1,72813F-HRTimeline
Fulton Bank, N.A.48,031$14.1M0.5%+1,48613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…45,554$14.1M0.14%-26,87013F-HRTimeline
Allen Capital Group, LLC47,834$14.1M1.27%+1,76713F-HRTimeline
Adalta Capital Management LLC47,610$14M6.7%-7013F-HRTimeline
Rench Wealth Management, Inc.47,559$14M4.21%-85913F-HRTimeline
SYON CAPITAL LLC47,519$14M0.7%+1,01013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC47,074$13.8M1.93%+1,54113F-HRTimeline
BOYAR ASSET MANAGEMENT INC.46,944$13.8M7.86%+28413F-HRTimeline
LVW Advisors, LLC46,852$13.8M1.34%+3,00213F-HRTimeline
Signal Advisors Wealth, LLC46,696$13.7M0.94%+5,64113F-HRTimeline
BOSTON FAMILY OFFICE LLC46,693$13.7M0.91%+1,73513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC46,629$13.7M1.77%-99013F-HRTimeline
Larson Financial Group LLC46,619$13.7M0.44%+4,56813F-HRTimeline
Harbour Capital Advisors, LLC43,802$13.7M2.61%+1,51513F-HRTimeline
B. Riley Wealth Advisors, Inc.48,305$13.7M0.89%-14,46713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …46,625$13.7M0.4%+4,34313F-HRTimelineGroup
Canal Capital Management, LLC46,502$13.7M1.85%+1,11113F-HRTimeline
Beverly Hills Private Wealth, LLC46,433$13.7M2.28%-23813F-HRTimeline
Pine Valley Investments Ltd Liability Co46,422$13.7M0.66%-22513F-HRTimeline
RPG Investment Advisory, LLC46,381$13.6M1.65%+96713F-HRTimeline
PIONEER TRUST BANK N A/OR46,369$13.6M3.31%+52413F-HRTimeline
Shepherd Financial Partners LLC46,314$13.6M1.29%-99313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC46,242$13.6M0.73%-3,30313F-HRTimeline
Community Financial Services Group, LLC46,007$13.6M2.39%+2,02813F-HRTimeline
Stokes Capital Advisors, LLC46,088$13.6M3.04%+11713F-HR/ATimeline
Matthew 25 Management Corp46,000$13.5M4.49%-50013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC45,921$13.5M1.39%+1513F-HRTimeline
Private Advisory Group LLC45,677$13.4M0.93%+1,71113F-HRTimeline
Prosperity Consulting Group, LLC45,590$13.4M0.6%-1,14013F-HRTimeline
Brown Miller Wealth Management, LLC45,514$13.4M3.81%+26313F-HRTimeline
Orange Investment Advisors, Inc.45,361$13.3M1.73%-7,79913F-HR/ATimeline
Meiji Yasuda America Inc45,314$13.3M3.3%-62313F-HRTimeline
Coastal Bridge Advisors, LLC45,295$13.3M0.94%-1,32813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.45,224$13.3M1.08%-11,85813F-HRTimeline
Atlanta Consulting Group Advisors, LLC44,965$13.2M2.84%-3,48513F-HRTimeline
Ipswich Investment Management Co., Inc.44,866$13.2M3.1%-22713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC44,815$13.2M0.71%+4,20413F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …44,700$13.1M0.37%-8,00013F-HRTimelineGroup
BEARING POINT CAPITAL, LLC44,688$13.1M2.06%-3,72913F-HRTimeline
Manitou Investment Management Ltd.44,674$13.1M2.6%-67,55013F-HRTimeline
Apriem Advisors44,658$13.1M1.25%-16013F-HRTimeline
Elk River Wealth Management LLC44,621$13.1M2.18%+1,76413F-HRTimeline
Jacobi Capital Management LLC44,552$13.1M0.73%+57313F-HRTimeline
SCHULHOFF & CO INC44,504$13.1M5.38%-39013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…44,452$13.1M0.75%-1,58713F-HRTimeline
Belpointe Asset Management LLC44,319$13M0.48%+3,06413F-HRTimeline
Rollins Financial Advisors, LLC44,290$13M2.06%-26313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC44,281$13M1.63%-26813F-HRTimeline
Bridgewater Advisors Inc.43,341$13M0.77%+55213F-HRTimeline
CITY HOLDING CO44,153$13M1.62%-58513F-HRTimeline
Family Capital Trust Co44,122$13M4.7%-3,60613F-HR/ATimeline
VIKING FUND MANAGEMENT LLC44,000$12.9M1.33%+8,00013F-HRTimeline
Mystic Asset Management, Inc.43,980$12.9M3%-34413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.43,938$12.9M0.49%-206,22913F-HR/ATimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …43,938$12.9M1.69%-54713F-HRTimeline
PLIMOTH TRUST CO LLC43,754$12.9M2.88%+77713F-HRTimeline
Hennion & Walsh Asset Management, Inc.43,700$12.9M0.43%+2,22113F-HRTimeline
FAS Wealth Partners, Inc.43,527$12.8M0.8%+1,79413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC43,452$12.8M1.03%-2,26313F-HRTimeline
Inlet Private Wealth, LLC43,440$12.8M3.26%-5,30013F-HRTimeline
Unison Asset Management LLC43,416$12.8M5.84%+93313F-HRTimeline
INTRUST BANK NA43,389$12.8M1.04%-40313F-HRTimeline
SHELTON CAPITAL MANAGEMENT43,187$12.7M0.28%-49313F-HRTimeline
Tulsa Wealth Advisors, INC43,051$12.7M2.22%-14,14713F-HRTimeline
Patton Albertson Miller Group, LLC42,996$12.6M1.5%-30813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.42,957$12.6M0.27%+5,78713F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC42,843$12.6M1.6%-15713F-HRTimeline
SevenBridge Financial Group, LLC40,115$12.6M1.97%-1,61913F-HRTimeline
Nelson Capital Management, LLC42,574$12.5M1.53%-94613F-HRTimeline
Nippon Life Global Investors Americas, …42,460$12.5M0.56%-74013F-HRTimeline
Westover Capital Advisors, LLC42,322$12.4M2.29%-83113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.42,317$12.4M1.61%+12513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV42,282$12.4M4.49%+32213F-HRTimeline
Nordwand Advisors, LLC42,268$12.4M2.17%+21513F-HRTimeline
Wealth Enhancement Trust Services, Inc.41,989$12.4M1.49%+80813F-HRTimeline
PARTHENON LLC41,938$12.3M1.41%-52213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC41,936$12.3M0.28%-6,63713F-HR/ATimeline
ALGERT GLOBAL LLC41,913$12.3M0.19%+14,04113F-HR/ATimeline
Global Wealth Management Investment Adv…41,906$12.3M1.93%+1,47413F-HRTimeline
COERENTE CAPITAL MANAGEMENT41,798$12.3M2.29%-50513F-HRTimeline
Generali Investments CEE, investicni sp…41,765$12.3M0.64%-1,52513F-HRTimeline
Providence Capital Advisors, LLC41,749$12.3M2%+23513F-HRTimeline
MCDONALD PARTNERS LLC41,617$12.2M2.89%+12,24913F-HRTimeline
INSPIRE TRUST CO, N.A.41,608$12.2M1.89%+8,60813F-HRTimeline
Blue Trust, Inc.41,549$12.2M0.14%-4,96313F-HRTimeline
Parcion Private Wealth LLC41,508$12.2M0.76%-56813F-HRTimeline
F/m Investments LLC41,375$12.2M0.81%-62,61313F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO41,252$12.1M2.27%+1,12113F-HRTimeline