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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
Kintegral Advisory, LLCin group Kintegral Advisory, LLC42,833$12.4M1.13%-6413F-HRTimelineGroup
Cinctive Capital Management LP42,679$12.4M0.69%+8,11313F-HRTimeline
CITY HOLDING CO42,672$12.4M1.62%-80213F-HRTimeline
Graypoint LLC42,449$12.3M0.69%+2,63913F-HRTimeline
Icon Wealth Advisors, LLC42,299$12.3M0.87%+8,01613F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS42,180$12.2M0.46%+8,44913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA42,171$12.2M1.16%+1,25513F-HRTimeline
Compass Wealth Management LLC42,167$12.2M2.91%+7113F-HRTimeline
Socorro Asset Management LP42,109$12.2M4.08%+1,85013F-HRTimeline
VIKING FUND MANAGEMENT LLC42,000$12.2M1.67%013F-HRTimeline
Global Wealth Management Investment Adv…41,999$12.2M2.28%-1,70513F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV41,907$12.1M5.59%-23513F-HRTimeline
BCWM, LLC41,769$12.1M3.84%-99813F-HRTimeline
Nelson Capital Management, LLC41,748$12.1M1.6%-9013F-HRTimeline
McGinn Penninger Investment Management,…41,462$12M7.6%-5,25013F-HRTimeline
Unison Asset Management LLC41,443$12M6.06%+55613F-HRTimeline
Onex Canada Asset Management Inc.41,238$12M1.46%+63113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD41,235$12M0.64%+2913F-HRTimeline
Parcion Private Wealth LLC41,223$12M0.85%+33913F-HRTimeline
Chronos Wealth Management, LLC41,187$11.9M6.19%+12513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC41,114$11.9M1.48%+21913F-HRTimeline
SG Americas Securities, LLC41,110$11.9M0.05%-783,35713F-HRTimeline
Redmond Asset Management, LLC41,006$11.9M2.83%+26913F-HRTimeline
RBF Capital, LLC41,000$11.9M0.59%013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC40,997$11.9M1.31%+1,10213F-HRTimeline
Bridge Creek Capital Management LLC40,982$11.9M3.49%-1,39513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…40,906$11.9M0.98%-813F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…40,886$11.9M0.52%-60,27113F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…40,885$11.9M1.11%-1,84113F-HRTimeline
Citizens National Bank Trust Department40,731$11.8M2.35%+1,45013F-HRTimeline
BEACON FINANCIAL GROUP40,705$11.8M1.23%-86413F-HRTimeline
First Nebraska Trust Co40,671$11.8M1.13%-32013F-HRTimeline
Valmark Advisers, Inc.40,640$11.8M0.16%+45013F-HRTimeline
ADVOCATE GROUP LLC40,519$11.7M2.1%-1,31513F-HRTimeline
Constitution Capital LLC40,509$11.7M5.99%+96713F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …40,500$11.7M0.4%-7,50013F-HRTimelineGroup
Providence Capital Advisors, LLC40,413$11.7M2.15%-2,82213F-HRTimeline
LANARK FINANCIAL, INC.40,355$11.7M0.95%-1,24113F-HRTimeline
Anchor Investment Management, LLC40,297$11.7M1.02%+33413F-HRTimeline
CHICAGO TRUST Co NA40,195$11.7M1.64%+2,21513F-HRTimeline
PROFUND ADVISORS LLC40,115$11.6M0.42%-3,84013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40,072$11.6M0.69%-93713F-HRTimeline
Fusion Capital, LLC39,953$11.6M3.96%+10813F-HRTimeline
NBW CAPITAL LLC39,883$11.6M2.49%+22013F-HRTimeline
PITCAIRN COin group PITCAIRN CO39,837$11.5M0.76%-4,64413F-HR/ATimelineGroup
Empire Financial Management Company, LLC39,819$11.5M3.33%-2013F-HRTimeline
BANK OF HAWAII39,761$11.5M0.61%-16,44113F-HRTimeline
WESPAC Advisors SoCal, LLC39,738$11.5M2.57%+17713F-HRTimeline
American Money Management, LLC39,656$11.5M2.03%-23613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA39,582$11.5M2.51%-2,52613F-HRTimeline
Ninety One SA (Pty) Ltd39,551$11.5M1.88%-62,95613F-HRTimeline
VAN STRUM & TOWNE INC.39,531$11.5M3.62%-24213F-HRTimeline
EARNEST PARTNERS LLC39,520$11.5M0.05%-1,53313F-HRTimeline
B & T Capital Management DBA Alpha Capi…39,510$11.5M1.97%-1,30513F-HRTimeline
Bradley & Co. Private Wealth Management…39,411$11.4M7%-43113F-HRTimeline
Arista Wealth Management, LLC39,261$11.4M1.57%+38,08613F-HRTimeline
SHELTON CAPITAL MANAGEMENT39,188$11.4M0.26%+51413F-HRTimeline
Parkside Financial Bank & Trust39,181$11.4M1.23%+6,92713F-HRTimeline
Stablepoint Partners, LLC39,151$11.4M1.93%+2213F-HRTimeline
Mechanics Bank Trust Department39,058$11.3M1.62%-32013F-HRTimeline
FAS Wealth Partners, Inc.38,982$11.3M0.84%+2,77013F-HRTimeline
Fulcrum Asset Management LLP38,959$11.3M3.22%new13F-HR/ATimeline
BCS Private Wealth Management, Inc.38,903$11.3M4.24%13F-HRTimeline
Claro Advisors Inc.38,886$11.3M1.86%-4,47013F-HRTimeline
BigSur Wealth Management LLC38,691$11.2M2.83%-513F-HRTimeline
SYON CAPITAL LLC38,645$11.2M0.74%+3,74713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments38,624$11.2M0.66%+35,49213F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.38,583$11.2M1.33%-2,19913F-HRTimeline
Western Wealth Management, LLC38,535$11.2M0.66%+2,25713F-HRTimeline
Lorne Steinberg Wealth Management Inc.38,520$11.2M2.92%-30513F-HRTimeline
Avior Wealth Management, LLC38,484$11.2M0.39%+32913F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO38,397$11.1M2.1%+32,22413F-HRTimeline
Trivium Point Advisory, LLC38,347$11.1M1.21%-95913F-HRTimeline
Strategic Advisors LLC38,323$11.1M2.18%-70913F-HRTimeline
Hilton Capital Management, LLC38,255$11.1M0.88%+13713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp38,208$11.1M0.66%-1,43813F-HRTimelineGroup
Advanced Asset Management Advisors Inc38,207$11.1M2.99%013F-HRTimeline
Frisch Financial Group, Inc.38,115$11.1M2.7%-1,24213F-HRTimeline
Owen LaRue, LLC38,003$11M4.68%+79313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH37,977$11M3.47%+68413F-HRTimeline
HARBOUR INVESTMENTS, INC.37,909$11M0.28%+1,46413F-HRTimeline
DT Investment Partners, LLC37,857$11M0.99%-1,80513F-HRTimeline
Nordwand Advisors, LLC37,850$11M1.74%+37,41113F-HRTimeline
Apexium Financial, LP37,832$11M0.58%-8,96013F-HRTimeline
MCDONALD PARTNERS LLC37,673$10.9M2.63%-58713F-HRTimeline
Chemistry Wealth Management LLC37,688$10.9M2.34%-57613F-HRTimeline
Larson Financial Group LLC37,634$10.9M0.44%+3,85113F-HRTimeline
WealthPlan Investment Management, LLC37,597$10.9M0.79%+5,15313F-HRTimeline
Security National Bank37,485$10.9M1.88%+69213F-HRTimeline
Brown Shipley& Co Ltd37,342$10.8M5.96%-4,08713F-HRTimeline
Arrow Capital Pty Ltd24,459$10.8M5.24%new13F-HRTimeline
American Trust37,250$10.8M1.02%+90813F-HRTimeline
Robertson Stephens Wealth Management, L…37,229$10.8M0.37%-4,05013F-HRTimeline
Smartleaf Asset Management LLC37,459$10.8M0.95%-2,67013F-HRTimeline
Headlands Technologies LLC36,916$10.7M1.28%+30,52813F-HRTimeline
Systematic Alpha Investments, LLC36,804$10.7M0.38%013F-HRTimeline
Csenge Advisory Group40,361$10.7M0.56%-1,34013F-HRTimeline
Soltis Investment Advisors LLC36,742$10.7M0.84%-5,23413F-HRTimeline
Arete Wealth Advisors, LLC36,728$10.6M0.76%-31,14513F-HRTimeline
Beacon Bank & Trust36,614$10.6M2.42%-1,26513F-HRTimeline
Waratah Capital Advisors Ltd.36,603$10.6M0.72%-16,53913F-HRTimeline
Wealth Advisory Solutions, LLC36,554$10.6M2.68%-31813F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…36,551$10.6M1.56%+52613F-HRTimelineGroup
TFG Advisers LLC36,518$10.6M3.63%+8413F-HRTimeline
Cordatus Wealth Management LLC36,481$10.6M2.6%-7013F-HRTimeline
IFC Advisors LLC36,381$10.5M1.97%+1,52513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,580,159$10.5M0.85%new13F-HRTimeline
Blue Fin Capital, Inc.36,270$10.5M1.79%+45513F-HRTimeline
Hodges Capital Management Inc.36,218$10.5M1.01%-26913F-HRTimeline
Legacy Trust36,198$10.5M2.57%-1,66813F-HRTimeline
Commonwealth Retirement Investments LLC36,192$10.5M3.99%-12,93213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.36,339$10.5M0.26%+4,75113F-HRTimelineGroup
Osprey Private Wealth LLC35,330$10.5M5.69%+35513F-HRTimeline
Capital Investment Counsel, LLC36,066$10.5M1.62%-1,08413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT36,020$10.4M0.72%+47513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC35,994$10.4M0.43%-1,66313F-HRTimeline
Coppell Advisory Solutions LLC36,217$10.4M1.23%new13F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.35,855$10.4M0.42%+1,45213F-HRTimeline
Martin Capital Partners, LLC35,840$10.4M4.07%+24,56013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC35,818$10.4M0.81%+1,23313F-HR/ATimeline
Qtron Investments LLC35,740$10.4M1.32%+66613F-HRTimeline
Seneca House Advisors35,716$10.4M4.41%-97213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC35,594$10.3M1.88%-1,84513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC35,572$10.3M0.33%+8,69313F-HRTimeline
Sandhill Capital Partners LLC35,530$10.3M0.74%+5,28013F-HRTimeline
Clearstead Trust, LLC35,462$10.3M1.95%+1,60313F-HRTimeline
Resonant Capital Advisors, LLC35,304$10.2M0.65%+2,71813F-HRTimeline
Gifford Fong Associates35,296$10.2M2.36%013F-HRTimeline
RMR Wealth Builders35,237$10.2M0.93%+1,57713F-HRTimeline
Alpha Omega Wealth Management LLC35,229$10.2M1.83%-1,76113F-HRTimeline
Werlinich Asset Management, LLC35,197$10.2M5.57%013F-HRTimeline
Paradiem, LLC35,174$10.2M2.57%013F-HRTimeline
Bristlecone Advisors, LLC35,152$10.2M0.86%-3,44613F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC35,150$10.2M2.73%+37013F-HRTimeline
EXCALIBUR MANAGEMENT CORP35,147$10.2M3.82%-24913F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC35,089$10.2M2.4%-54213F-HR/ATimeline
DF DENT & CO INC35,045$10.2M0.13%-3,66113F-HRTimeline
SPC Financial, Inc.35,016$10.2M0.85%-67713F-HRTimeline
KINGDON CAPITAL MANAGEMENT, L.L.C.35,000$10.1M1.96%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.34,997$10.1M0.17%+1,29313F-HRTimelineGroup
Bogart Wealth, LLC34,896$10.1M0.43%-2,92013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.34,698$10.1M4.12%+213F-HRTimeline
Asset Dedication, LLC34,630$10M0.73%+1,51713F-HRTimeline
Somerset Trust Co34,617$10M3.27%-76113F-HRTimeline
Columbia Asset Management34,590$10M1.97%-95513F-HRTimeline
Mandatum Life Insurance Co Ltd34,502$10M2.63%013F-HRTimeline
Sargent Investment Group, LLC34,325$10M1.35%+1613F-HRTimeline
DRW Securities, LLC34,491$10M0.7%+16413F-HRTimeline
Accurate Wealth Management, LLC34,668$9.99M1.53%+2,13513F-HRTimeline
PHILADELPHIA TRUST CO34,388$9.97M0.76%-5013F-HRTimeline
Founders Capital Management34,337$9.95M5.97%-36913F-HRTimeline
RFG Advisory, LLC34,327$9.95M0.23%-20613F-HRTimeline
Legacy Financial Advisors, Inc.34,280$9.94M1.55%-3,67813F-HRTimeline
Obermeyer Wealth Partners34,253$9.93M0.49%+1,01813F-HRTimeline
Semmax Financial Advisors Inc.34,274$9.9M2.55%-2,23313F-HRTimeline
Rockline Wealth Management, LLC34,041$9.87M2.34%+11413F-HRTimeline
Hixon Zuercher, LLC34,030$9.87M3.19%-4,98013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC34,001$9.86M0.85%+1,79813F-HRTimeline
Bell & Brown Wealth Advisors, LLC33,983$9.85M3.52%+5213F-HRTimeline
First Business Financial Services, Inc.33,950$9.84M0.89%+87813F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC33,872$9.84M2.3%-19013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
West Branch Capital LLC33,914$9.83M2.91%-18813F-HRTimeline
CHEMUNG CANAL TRUST CO33,773$9.79M2.06%-12,75713F-HRTimeline
Nikulski Financial, Inc.33,751$9.78M2.68%+19513F-HRTimeline
Cavalier Investments, LLC33,748$9.78M2.96%-66713F-HRTimeline
CASTLEARK MANAGEMENT LLC33,705$9.77M0.29%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33,691$9.77M0.44%+98513F-HRTimelineGroup
Clarity Wealth Advisors, LLC33,684$9.77M2.41%+18613F-HRTimeline
Koshinski Asset Management, Inc.33,651$9.76M0.74%+1,59613F-HRTimeline
New Hampshire Trust33,566$9.73M2.03%-713F-HRTimeline
EVOKE WEALTH, LLC33,502$9.71M0.23%+4,92513F-HRTimeline
Rehmann Capital Advisory Group33,381$9.68M0.59%+1,38313F-HRTimeline
Verition Fund Management LLC33,309$9.66M0.06%-63113F-HRTimeline
Essex LLC33,279$9.65M1.9%-99213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC33,248$9.64M1.67%-2913F-HRTimeline
M Holdings Securities, Inc.33,168$9.59M1.64%+6,90513F-HRTimeline
Pegasus Asset Management, Inc.33,061$9.58M3.28%+50513F-HRTimeline
CFM WEALTH PARTNERS LLC33,038$9.58M1.52%+20613F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co33,000$9.57M2.04%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…32,967$9.56M0.87%+75013F-HRTimelineGroup
GM Advisory Group, LLC32,866$9.53M0.47%+3,94613F-HRTimeline
Patriot Financial Group Insurance Agenc…32,848$9.52M1.09%+2,22413F-HRTimeline
Bill Few Associates, Inc.32,844$9.52M2.7%-49113F-HRTimeline
EVERPAR ADVISORS LLC32,839$9.52M4.33%+47013F-HRTimeline
Brick & Kyle, Associates32,813$9.51M4.22%-2713F-HRTimeline
Exchange Capital Management, Inc.32,762$9.5M1.42%-56313F-HRTimeline
Stonebrook Private Inc.32,870$9.47M2.22%+31513F-HRTimeline
Covington Investment Advisors Inc.32,662$9.47M1.35%-1,07813F-HRTimeline
Beutel, Goodman & Co Ltd.32,650$9.46M0.05%-2,83813F-HRTimeline
Capital Asset Advisory Services LLC32,582$9.46M0.44%-2,16113F-HRTimeline
Checchi Capital Advisers, LLC32,549$9.44M0.66%-2,00813F-HRTimeline
White Pine Investment CO32,519$9.43M2.35%-1,61213F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC32,500$9.42M1.32%-10,00013F-HRTimelineGroup
Cottage Street Advisors LLC32,490$9.42M4.9%-1,02413F-HRTimeline
Trust Asset Management LLC32,424$9.4M0.7%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC32,422$9.4M1.34%-27213F-HRTimeline
Avestar Capital, LLC32,323$9.37M0.68%+2,80713F-HRTimeline
Nilsine Partners, LLC32,275$9.36M0.95%-48013F-HRTimeline
First Interstate Bank32,248$9.35M0.55%-6,47313F-HRTimeline
EVEXIA WEALTH LLC32,081$9.34M2.94%-4,41313F-HRTimeline