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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,079 managers (5,157 13F filers) reported a position in JPM shares at 2026-06-30, 1,969,822,715 shares in all. 163 filers opened a position and 116 filers sold out during the quarter.

Managers
5,079
13F filers
5,157
New
163
Added
2,270
Reduced
2,116
Sold out
116
Shares held by filers
1,969,822,715

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Beverly Hills Private Wealth, LLC41,307$13.5M2.6%-5,12613F-HRTimeline
COERENTE CAPITAL MANAGEMENT41,273$13.5M2.49%-52513F-HRTimeline
Avidian Wealth Enterprises, LLC41,212$13.5M0.37%+75413F-HRTimeline
Liontrust Investment Partners LLP41,143$13.5M0.2%new13F-HRTimeline
First Nebraska Trust Co41,129$13.5M1.09%+8813F-HRTimeline
ALGERT GLOBAL LLC41,050$13.4M0.16%-86313F-HRTimeline
First National Bank of Mount Dora, Trus…41,010$13.4M2.69%-20813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC41,003$13.4M1.96%+1,83113F-HRTimeline
RBF Capital, LLC41,000$13.4M0.56%013F-HRTimeline
Trueblood Wealth Management, LLC40,888$13.4M4.67%-24413F-HRTimeline
Elk River Wealth Management LLC40,712$13.3M2.12%-3,90913F-HRTimeline
Westover Capital Advisors, LLC40,663$13.3M2.21%-1,65913F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO40,610$13.3M2.35%-64213F-HRTimeline
GW HENSSLER & ASSOCIATES LTD40,610$13.3M0.59%-3513F-HRTimeline
Blue Trust, Inc.40,592$13.3M0.14%-95713F-HRTimeline
Vancity Investment Management Ltd40,566$13.3M1.99%+5,83213F-HRTimeline
Arista Wealth Management, LLC40,475$13.2M1.43%+5013F-HRTimeline
Nippon Life Global Investors Americas, …40,440$13.2M0.53%-2,02013F-HRTimeline
Unison Asset Management LLC40,419$13.2M5.37%-2,99713F-HRTimeline
Claro Advisors Inc.40,391$13.2M1.39%-7213F-HRTimeline
Citizens National Bank Trust Department40,309$13.2M1.94%-16513F-HRTimeline
L. Roy Papp & Associates, LLP40,201$13.2M1.38%+9,40213F-HRTimeline
Parkside Financial Bank & Trust40,137$13.1M0.9%+40713F-HRTimeline
Hilton Capital Management, LLC39,907$13.1M0.89%+3,55213F-HRTimeline
BALLAST ADVISORS LLC39,889$13.1M3.11%-1,07813F-HRTimeline
Redmond Asset Management, LLC39,877$13.1M3.26%-1,18913F-HRTimeline
Bellars Harris Wealth Management, LLC39,817$13M2.65%13F-HRTimeline
Accurate Wealth Management, LLC38,726$13M1.24%+1,95813F-HRTimeline
Chronos Wealth Management, LLC39,794$13M5.78%-41613F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC39,744$13M1.05%013F-HRTimelineGroup
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…39,661$13M2.93%+2,29613F-HRTimelineGroup
Icon Wealth Advisors, LLC39,608$13M0.78%+5,18413F-HRTimeline
XML Financial, LLC39,600$13M0.94%-7113F-HRTimeline
Nilsine Partners, LLC39,511$12.9M0.9%+58113F-HRTimeline
Lorne Steinberg Wealth Management Inc.39,408$12.9M2.65%+62013F-HRTimeline
American Money Management, LLC39,379$12.9M1.84%-97813F-HRTimeline
Broadleaf Partners, LLC39,360$12.9M2.49%+90413F-HRTimeline
Bradley & Co. Private Wealth Management…39,329$12.9M6.14%+11813F-HRTimeline
Altrafin AG39,326$12.9M5.04%+14013F-HR/ATimeline
WETZEL INVESTMENT ADVISORS, INC.39,301$12.9M4.46%-42313F-HRTimeline
GC Wealth Management RIA, LLC39,243$12.8M0.74%-12,49713F-HRTimeline
Sargent Investment Group, LLC39,208$12.8M1.54%+44413F-HRTimeline
AssuredPartners Investment Advisors, LLC39,170$12.8M1.24%-1,25013F-HRTimeline
Stablepoint Partners, LLC39,169$12.8M1.77%+2513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…39,146$12.8M3.17%+30213F-HRTimeline
LANARK FINANCIAL, INC.39,115$12.8M0.87%-44013F-HRTimeline
CHILTON INVESTMENT CO INC.39,093$12.8M0.31%-16113F-HRTimeline
Mechanics Bank Trust Department39,083$12.8M1.58%-30813F-HRTimeline
MATHER GROUP, LLC.39,077$12.8M0.11%+17,29913F-HRTimeline
Inlet Private Wealth, LLC38,940$12.7M3.1%-4,50013F-HRTimeline
First Western Trust Bank38,920$12.7M0.62%-2,03113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,667,427$12.7M0.76%+405,54713F-HRTimeline
Apella Capital, LLC37,413$12.7M0.18%-35713F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.38,707$12.7M2.24%-22813F-HRTimeline
Wealth Enhancement Trust Services, Inc.38,645$12.6M1.41%-3,34413F-HR/ATimeline
HOWLAND CAPITAL MANAGEMENT LLC38,632$12.6M0.46%-64013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.38,617$12.6M0.51%+1,74713F-HRTimelineGroup
AlphaStar Capital Management, LLC38,556$12.6M0.8%+4,27713F-HRTimeline
Anchor Investment Management, LLC38,543$12.6M0.95%-2,16413F-HRTimeline
Fusion Capital, LLC38,487$12.6M2.93%+49813F-HRTimeline
SHELTON CAPITAL MANAGEMENT38,456$12.6M0.23%-4,73113F-HRTimeline
Fulcrum Capital LLC38,230$12.5M2.54%-1,82813F-HRTimeline
Tema ETFs LLC38,205$12.5M0.4%+2,00113F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV38,172$12.5M5.3%-1,66013F-HRTimeline
Strategic Advisors LLC38,119$12.5M2.73%-29513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC38,089$12.5M0.57%+2,37113F-HRTimelineGroup
Constitution Capital LLC38,086$12.5M6.4%-2,32013F-HRTimeline
Stonebridge Financial Group, LLC38,079$12.5M0.95%+1,75313F-HRTimeline
Bangor Savings Bank38,072$12.5M0.92%-80113F-HRTimeline
GAM Holding AGin group GAM Holding AG38,045$12.5M0.95%-2,62213F-HRTimelineGroup
VAN STRUM & TOWNE INC.38,042$12.5M3.39%+26513F-HRTimeline
BEACON FINANCIAL GROUP38,027$12.4M1.13%-22113F-HRTimeline
SageView Advisory Group, LLC37,999$12.4M0.41%-40213F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd37,954$12.4M0.8%-413F-HRTimelineGroup
HighPoint Advisor Group LLC37,735$12.4M0.44%+1,21213F-HRTimeline
Financial Strategies Group, Inc.35,740$12.3M1.97%+44013F-HRTimeline
New Hampshire Trust37,604$12.3M2.32%+5,22113F-HRTimeline
Plan Group Financial, LLC37,583$12.3M2.55%-1,71913F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…37,541$12.3M0.38%-21,86113F-HRTimelineGroup
Bogart Wealth, LLC37,403$12.2M0.42%+1,10213F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC37,387$12.2M2.52%-19013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
BigSur Wealth Management LLC37,290$12.2M2.94%+7,10313F-HRTimeline
Xcel Wealth Management, LLC37,089$12.1M2.9%-1,41213F-HRTimeline
Compass Wealth Management LLC37,070$12.1M2.3%+8213F-HRTimeline
FFG Partners, LLC37,046$12.1M3.49%-2,28313F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP37,008$12.1M0.28%new13F-HRTimeline
Chemistry Wealth Management LLC36,914$12.1M1.94%-32013F-HRTimeline
B & T Capital Management DBA Alpha Capi…36,817$12.1M1.58%-36713F-HRTimeline
Argent Advisors, Inc.36,746$12M3.01%+8,96613F-HRTimeline
Concord Investment Counsel Inc.36,656$12M3.28%-1713F-HRTimeline
PRIVATE TRUST CO NA36,638$12M0.96%-41013F-HRTimeline
Valmark Advisers, Inc.36,457$11.9M0.13%-18113F-HRTimeline
Rehmann Capital Advisory Group36,423$11.9M0.55%+2,25613F-HRTimeline
DT Investment Partners, LLC36,349$11.9M0.89%013F-HRTimeline
L & S Advisors Inc36,341$11.9M1.23%+26,15813F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH36,309$11.9M3.2%-70513F-HRTimeline
Northside Capital Management, LLC36,212$11.9M0.97%-4,93713F-HRTimeline
Cordatus Wealth Management LLC36,163$11.8M2.6%-22813F-HRTimeline
First Business Financial Services, Inc.36,121$11.8M0.92%+78113F-HRTimeline
RFG Advisory, LLC36,121$11.8M0.18%+3,05413F-HRTimeline
Soltis Investment Advisors LLC36,052$11.8M0.68%+3,43213F-HRTimeline
CVFG LLC36,001$11.8M1.24%+913F-HRTimeline
HORAN Wealth, LLC35,981$11.8M1.47%+52913F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35,950$11.8M0.4%-14,46213F-HRTimelineGroup
BCS Private Wealth Management, Inc.35,945$11.8M3.54%-3,09213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT35,922$11.8M0.7%+713F-HRTimeline
Resonant Capital Advisors, LLC35,882$11.7M0.56%-7513F-HRTimeline
TUDOR INVESTMENT CORP ET AL35,855$11.7M0.05%-452,44913F-HRTimeline
Aaron Wealth Advisors LLC35,779$11.7M0.59%+83813F-HRTimeline
Tradewinds, LLC.35,409$11.7M2.73%-4613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.35,611$11.7M0.95%-21113F-HRTimelineGroup
Blue Fin Capital, Inc.35,577$11.6M1.68%+11913F-HRTimeline
Naviter Wealth, LLC35,526$11.6M1.06%+8,75113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA35,429$11.6M2.19%-99013F-HRTimeline
Frisch Financial Group, Inc.35,413$11.6M1.99%-1,16213F-HRTimeline
CFM WEALTH PARTNERS LLC35,410$11.6M1.48%-37713F-HRTimeline
Gryphon Financial Partners LLC35,296$11.6M1.02%-1,20713F-HRTimeline
Werlinich Asset Management, LLC35,260$11.5M4.41%+2513F-HRTimeline
Access Investment Management LLC35,250$11.5M2.95%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.35,226$11.5M4.04%+2513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP35,013$11.5M0.15%-6,00313F-HRTimelineGroup
Legacy Financial Advisors, Inc.34,993$11.5M1.4%+1,09813F-HRTimeline
EVERPAR ADVISORS LLC34,866$11.4M3.25%+55113F-HRTimeline
McGinn Penninger Investment Management,…34,708$11.4M6.91%-57013F-HRTimeline
Permanens Capital L.P.34,689$11.4M1.17%+62513F-HRTimeline
Stamos Capital Partners, L.P.34,663$11.3M1.74%-1,29313F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC34,648$11.3M2.3%-24013F-HRTimeline
Clearstead Trust, LLC34,624$11.3M1.48%-5,03213F-HRTimeline
Occidental Asset Management, LLC34,483$11.3M1.12%+1,19813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp34,423$11.3M0.55%+27713F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC34,350$11.2M0.69%-11,89213F-HRTimeline
Koshinski Asset Management, Inc.34,321$11.2M0.6%-21713F-HRTimeline
CHICAGO TRUST Co NA34,261$11.2M1.62%+34013F-HRTimeline
Capital Investment Counsel, LLC34,260$11.2M1.39%+26813F-HRTimeline
INTEGRITY ALLIANCE, LLC.34,253$11.2M0.35%+84413F-HRTimeline
Avior Wealth Management, LLC34,247$11.2M0.29%-33413F-HRTimeline
Hodges Capital Management Inc.34,179$11.2M0.74%-4013F-HRTimeline
Pegasus Asset Management, Inc.34,142$11.2M3.18%+14413F-HRTimeline
Granite Bay Wealth Management, LLC34,101$11.2M1.03%+5,36513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.34,083$11.2M0.37%-1,44713F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…34,051$11.1M1.29%+4,69413F-HRTimeline
Wealth Advisory Solutions, LLC34,035$11.1M2.29%-33013F-HRTimeline
Argentarii, LLC30,768$11.1M3.36%-40613F-HRTimeline
Arete Wealth Advisors, LLC34,011$11.1M0.74%+3,12913F-HR/ATimeline
West Branch Capital LLC33,949$11.1M2.58%-8813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC33,895$11.1M1.77%-1,90113F-HRTimeline
Allen Capital Group, LLC33,826$11.1M0.91%-14,00813F-HRTimeline
Indiana Trust & Investment Management Co33,768$11.1M3.02%+68113F-HRTimeline
Obermeyer Wealth Partners33,759$11.1M0.45%+18313F-HRTimeline
EXCALIBUR MANAGEMENT CORP33,718$11M3.64%-25413F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …33,700$11M0.31%-11,00013F-HRTimelineGroup
BOCHK Asset Management Ltd33,700$11M1.74%+16,60013F-HRTimeline
Bill Few Associates, Inc.33,603$11M2.35%-61513F-HRTimeline
Nikulski Financial, Inc.33,597$11M2.37%+13513F-HRTimeline
Focus Financial Network, Inc.33,578$11M0.34%+1,84113F-HRTimeline
Clarity Wealth Advisors, LLC33,494$11M1.93%-15313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC33,415$10.9M1.63%+8,38713F-HRTimeline
MSH Capital Advisors LLC33,369$10.9M1.9%+4,89313F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.33,307$10.9M4.49%+48413F-HRTimeline
Violich Capital Management, Inc.33,302$10.9M1.19%+5,12013F-HRTimeline
Rockline Wealth Management, LLC33,212$10.9M2.08%-1,14313F-HRTimeline
Avestar Capital, LLC33,125$10.8M0.64%-20113F-HRTimeline
Trivium Point Advisory, LLC33,061$10.8M0.98%+5,02113F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co33,000$10.8M3%013F-HRTimeline
Founders Capital Management32,950$10.8M4.67%+12013F-HRTimeline
Somerset Trust Co32,949$10.8M3.05%+4313F-HRTimeline
Aquatic Capital Management LLC32,830$10.7M0.37%+2,26913F-HRTimeline
1248 Management, LLC32,729$10.7M4.19%013F-HRTimeline
Core Alternative Capital32,712$10.7M3.2%-3,00113F-HRTimeline
Cooper Capital Advisors LLC32,690$10.7M4.64%+1,59613F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC32,545$10.7M0.55%+5913F-HRTimeline
Rothschild Wealth LLC32,442$10.6M0.85%+1,74413F-HRTimeline
CoreCap Advisors, LLC32,313$10.6M0.31%+1,38913F-HRTimeline
Great Lakes Retirement, Inc.32,198$10.5M0.94%+1,31313F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC32,195$10.5M2.33%-16913F-HRTimeline
SeaBridge Investment Advisors LLC32,167$10.5M1.52%+9213F-HRTimeline
Cove Private Wealth, LLC32,121$10.5M2.03%+86813F-HRTimeline
Bell & Brown Wealth Advisors, LLC32,120$10.5M3.18%-22813F-HRTimeline
PHILADELPHIA TRUST CO32,064$10.5M0.67%-1,13513F-HRTimeline
CHAPIN DAVIS, INC.31,933$10.5M1.84%+51213F-HRTimeline
LITTLE HOUSE CAPITAL LLC31,858$10.4M2.34%+46213F-HRTimeline
McBroom & Associates, LLC31,851$10.4M5.24%+13313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC31,815$10.4M1.02%-1,39413F-HRTimeline
Columbia Asset Management31,797$10.4M1.81%-1,28613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC31,778$10.4M0.53%-13,03713F-HRTimeline
Capital Asset Advisory Services LLC31,760$10.4M0.38%+1,42413F-HRTimeline
Patriot Financial Group Insurance Agenc…31,761$10.4M1.07%-34,01913F-HRTimeline
Myriad Asset Management Advisors LLCgroup of 2 filers holding31,752$10.4M+9,404Timeline
JACOBS LEVY EQUITY MANAGEMENT, INC31,735$10.4M0.04%-1,97813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC31,711$10.4M1.21%+26,51613F-HRTimeline
Addison Capital Co31,707$10.4M1.7%+77413F-HRTimeline
Bedel Financial Consulting, Inc.31,680$10.4M0.99%+18013F-HRTimeline
Brown Shipley& Co Ltd31,601$10.3M5.36%+52413F-HRTimeline
JT Stratford LLC31,571$10.3M1.13%+1,00813F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding31,549$10.3M+776Timeline
LVW Advisors, LLC31,362$10.3M0.89%-15,49013F-HRTimeline
Summerhill Capital Management lnc.31,239$10.2M8.16%-73513F-HRTimeline
EVEXIA WEALTH LLC28,967$10.2M2.76%+4213F-HRTimeline
PFG Advisors31,203$10.2M0.51%-5,59213F-HRTimeline
ADVOCATE GROUP LLC31,195$10.2M1.54%-2,14913F-HRTimeline