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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
Westover Capital Advisors, LLC43,153$13.9M2.53%-1,88213F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC43,000$13.9M1.81%-2,18013F-HRTimeline
PLIMOTH TRUST CO LLC42,977$13.8M3.09%-38313F-HRTimeline
Elk River Wealth Management LLC42,857$13.8M2.22%-91513F-HRTimeline
Western Wealth Management, LLC42,728$13.8M0.64%+3,25613F-HRTimeline
Xcel Wealth Management, LLC42,717$13.8M3.53%-4913F-HRTimeline
Harbour Capital Advisors, LLC42,287$13.8M2.8%-31513F-HRTimeline
Unison Asset Management LLC42,483$13.7M6.13%+1,04013F-HRTimeline
PARTHENON LLC42,460$13.7M1.48%-90013F-HRTimeline
COERENTE CAPITAL MANAGEMENT42,303$13.6M2.49%+11213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …42,282$13.6M0.38%-23,26013F-HR/ATimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.42,192$13.6M1.7%-1,02913F-HRTimeline
Parcion Private Wealth LLC42,076$13.6M0.82%-22913F-HRTimeline
CHILTON INVESTMENT CO INC.42,074$13.6M0.28%+1,98013F-HRTimeline
Nordwand Advisors, LLC42,053$13.6M2.37%-6013F-HRTimeline
Larson Financial Group LLC42,051$13.5M0.45%+1,69513F-HRTimeline
Trueblood Wealth Management, LLC42,035$13.5M5.29%-2,30413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV41,960$13.5M4.76%-54813F-HRTimeline
First Western Trust Bank41,910$13.5M0.66%-51413F-HRTimeline
FAS Wealth Partners, Inc.41,733$13.4M0.87%+2,09513F-HRTimeline
Providence Capital Advisors, LLC41,514$13.4M2.25%+32513F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC41,506$13.4M1.13%-1,13613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.41,479$13.4M0.46%+2,96213F-HRTimeline
Kovack Advisors, Inc.41,382$13.3M0.63%+13,89213F-HR/ATimeline
McGinn Penninger Investment Management,…41,275$13.3M7.72%+3313F-HRTimeline
Belpointe Asset Management LLC41,255$13.3M0.48%-5,20713F-HRTimeline
STRATEGIC PLANNING GROUP, LLC41,195$13.3M1.71%+2,02713F-HRTimeline
Wealth Enhancement Trust Services, Inc.41,181$13.3M1.68%13F-HRTimeline
First Nebraska Trust Co41,159$13.3M1.21%+24813F-HRTimeline
Valmark Advisers, Inc.41,132$13.3M0.16%+28213F-HRTimeline
Signal Advisors Wealth, LLC41,055$13.2M1.05%-41513F-HRTimeline
RBF Capital, LLC41,000$13.2M0.6%013F-HR/ATimeline
XML Financial, LLC40,954$13.2M1.08%-1,91713F-HRTimeline
Csenge Advisory Group40,922$13.2M0.6%+1,37113F-HRTimeline
BALLAST ADVISORS LLC40,840$13.2M3.63%-3,76513F-HRTimeline
SageView Advisory Group, LLC40,799$13.1M0.44%-3,19113F-HRTimeline
AlphaStar Capital Management, LLC40,650$13.1M0.96%+15,39313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40,611$13.1M0.72%-68813F-HRTimeline
Citizens National Bank Trust Department40,517$13.1M2.25%+2613F-HRTimeline
Global Wealth Management Investment Adv…40,432$13M2.09%+1,08313F-HRTimeline
Chronos Wealth Management, LLC40,354$13M6.02%-26513F-HRTimeline
American Money Management, LLC40,292$13M2.04%+75713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD40,269$13M0.62%-65313F-HRTimeline
Icon Wealth Advisors, LLC40,402$13M0.86%+2813F-HRTimeline
Aaron Wealth Advisors LLC40,218$13M0.72%+6,65713F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO40,131$12.9M2.35%+413F-HRTimeline
Anchor Investment Management, LLC40,130$12.9M1.05%-1,42913F-HRTimeline
Bridgewater Advisors Inc.42,789$12.9M0.84%-8013F-HRTimeline
Parkside Financial Bank & Trust40,100$12.9M0.97%+29213F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…40,096$12.9M2.95%-4,84013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…40,050$12.9M0.89%-59113F-HRTimeline
Baader Bank Aktiengesellschaft41,166$12.9M1.07%+8,64613F-HRTimeline
LANARK FINANCIAL, INC.39,968$12.9M0.97%-12013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.39,912$12.9M5.21%-45013F-HRTimeline
VestGen Advisors, LLC39,873$12.8M0.55%-35,85813F-HRTimeline
Legacy Trust39,814$12.8M2.4%+67413F-HRTimeline
Constitution Capital LLC39,784$12.8M6.06%+17313F-HRTimeline
Broadleaf Partners, LLC39,759$12.8M2.7%-2113F-HRTimeline
Clearstead Trust, LLC39,715$12.8M2.01%+2,98613F-HRTimeline
Empire Financial Management Company, LLC39,611$12.8M2.77%-33813F-HRTimeline
CX Institutional39,606$12.8M0.38%-3,21813F-HRTimeline
Compass Wealth Management LLC39,551$12.7M3.18%-1,42613F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV39,537$12.7M5.63%-2,52013F-HRTimeline
IFG Advisory, LLC39,383$12.7M0.55%+1,97513F-HRTimeline
Redmond Asset Management, LLC39,378$12.7M3.24%-49913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.39,196$12.6M2.5%-1,75013F-HRTimeline
Bangor Savings Bank39,116$12.6M1.01%-4,00913F-HRTimeline
Strategic Advisors LLC39,093$12.6M1.97%+34513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…39,003$12.6M3.37%-86913F-HRTimeline
SevenBridge Financial Group, LLC41,734$12.6M2.02%-29013F-HRTimeline
Plan Group Financial, LLC38,974$12.6M3.26%+32,65613F-HRTimeline
Torray Investment Partners LLC38,859$12.5M1.79%013F-HRTimeline
BEACON FINANCIAL GROUP38,730$12.5M1.24%-1,14413F-HRTimeline
WESPAC Advisors SoCal, LLC38,715$12.5M2.52%+20313F-HRTimeline
Arista Wealth Management, LLC38,622$12.4M1.53%-1,40513F-HRTimeline
Claro Advisors Inc.38,609$12.4M1.7%-78913F-HRTimeline
Stablepoint Partners, LLC38,599$12.4M1.94%+16713F-HRTimeline
EVOKE WEALTH, LLC38,596$12.4M0.24%+1,34413F-HRTimeline
Security National Bank38,558$12.4M1.78%+6113F-HRTimeline
Fusion Capital, LLC38,526$12.4M3.49%-78513F-HRTimeline
WealthPlan Investment Management, LLC38,360$12.4M0.79%+2,24213F-HRTimeline
Lorne Steinberg Wealth Management Inc.38,356$12.4M2.84%-29413F-HRTimeline
VAN STRUM & TOWNE INC.38,235$12.3M3.45%-40313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC38,200$12.3M1.34%-91613F-HRTimeline
Frisch Financial Group, Inc.38,112$12.3M2.75%-11813F-HRTimeline
Hilton Capital Management, LLC38,072$12.3M0.92%+2,92913F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA37,907$12.2M2.44%-43613F-HRTimeline
Mechanics Bank Trust Department37,751$12.2M1.59%-17513F-HRTimeline
Codex Capital Asset Management L.L.C.37,750$12.2M4.42%+3,50013F-HRTimeline
B & T Capital Management DBA Alpha Capi…37,725$12.2M1.71%-70613F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC37,722$12.2M2.59%+5,02013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DT Investment Partners, LLC37,700$12.1M1.01%+26013F-HRTimeline
Bradley & Co. Private Wealth Management…37,642$12.1M6.5%-1,36713F-HRTimeline
RMR Wealth Builders37,527$12.1M0.97%+1,20413F-HRTimeline
Mirabaud Asset Management Ltd43,931$12.1M5.6%-52213F-HRTimeline
Accurate Wealth Management, LLC36,670$12.1M1.53%-53513F-HRTimeline
Chemistry Wealth Management LLC37,387$12M2.25%-47013F-HRTimeline
Tradewinds, LLC.37,296$12M2.87%-3,69913F-HRTimeline
American Trust37,295$12M1.01%-3013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH37,262$12M3.47%+4713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.37,170$12M0.26%-20613F-HRTimelineGroup
Fulcrum Asset Management LLP36,815$11.9M3.31%-1,09113F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT36,951$11.9M0.75%+53313F-HRTimeline
Concord Investment Counsel Inc.36,948$11.9M3.87%-97413F-HRTimeline
KETTLE HILL CAPITAL MANAGEMENT, LLC36,936$11.9M2.65%new13F-HRTimeline
Systematic Alpha Investments, LLC36,804$11.9M0.37%013F-HRTimeline
Sargent Investment Group, LLC36,792$11.9M1.49%+1,00113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp36,774$11.8M0.63%-65313F-HRTimelineGroup
PRIVATE TRUST CO NA36,757$11.8M1.04%-91213F-HRTimeline
Cavalier Investments, LLC36,648$11.8M3.67%+1,10213F-HRTimeline
BigSur Wealth Management LLC36,576$11.8M2.86%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.36,575$11.8M0.44%-17,37913F-HRTimelineGroup
Koshinski Asset Management, Inc.36,530$11.8M0.76%+1,44513F-HRTimeline
Tema ETFs LLC36,523$11.8M0.91%-38613F-HRTimeline
Commonwealth Retirement Investments LLC36,503$11.8M3.79%-2913F-HRTimeline
Cordatus Wealth Management LLC36,454$11.7M2.72%-10713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC36,447$11.7M0.45%+68113F-HRTimeline
DF DENT & CO INC36,424$11.7M0.17%-9813F-HRTimeline
BCS Private Wealth Management, Inc.36,390$11.7M4.01%-2,20313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC36,175$11.7M1.97%-71613F-HRTimeline
PFG Advisors36,018$11.6M0.56%-16,64413F-HRTimeline
VIKING FUND MANAGEMENT LLC36,000$11.6M1.34%-3,00013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC35,827$11.5M1.94%13F-HRTimeline
Coppell Advisory Solutions LLC35,673$11.5M1.14%+3,97613F-HRTimeline
Onex Canada Asset Management Inc.35,760$11.5M1.6%-1,89213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35,641$11.5M0.42%+1,41813F-HRTimelineGroup
CFM WEALTH PARTNERS LLC35,580$11.5M1.65%+1,28113F-HRTimeline
Blue Fin Capital, Inc.35,573$11.5M1.78%-47213F-HRTimeline
Wealth Advisory Solutions, LLC35,547$11.5M2.67%-21913F-HRTimeline
HORAN Wealth, LLC35,497$11.4M1.76%+13713F-HRTimeline
Graves Light Lenhart Wealth, Inc.35,491$11.4M1.21%-2,09013F-HRTimeline
McBroom & Associates, LLC35,401$11.4M5.54%+14713F-HRTimeline
Werlinich Asset Management, LLC35,235$11.4M5.62%+3813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC35,303$11.4M0.3%-36613F-HRTimeline
Gifford Fong Associates35,296$11.4M2.27%013F-HRTimeline
Bogart Wealth, LLC35,233$11.4M0.46%+12813F-HRTimeline
CHICAGO TRUST Co NA35,222$11.3M1.77%-2,61213F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.35,216$11.3M4.11%+3113F-HRTimeline
Paradiem, LLC35,174$11.3M2.71%013F-HRTimeline
Rockline Wealth Management, LLC35,154$11.3M2.31%+85813F-HRTimeline
Resonant Capital Advisors, LLC35,033$11.3M0.62%-14813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.34,967$11.3M0.83%-55,34613F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC34,917$11.3M0.81%+1,14313F-HRTimeline
PROFUND ADVISORS LLC34,906$11.2M0.34%-7,51213F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC34,896$11.2M2.25%-5813F-HRTimeline
First National Bank of Mount Dora, Trus…34,726$11.2M2.45%-71113F-HRTimeline
Financial Strategies Group, Inc.33,431$11.2M2.02%+73013F-HRTimeline
ADVOCATE GROUP LLC34,676$11.2M1.81%-4,79013F-HRTimeline
Nilsine Partners, LLC34,674$11.2M0.97%+56013F-HRTimeline
Gryphon Financial Partners LLC34,656$11.2M1.19%+4,87313F-HRTimeline
AdvisorNet Financial, Inc34,636$11.2M0.59%+11913F-HRTimeline
Hodges Capital Management Inc.34,299$11.1M0.95%-9313F-HRTimeline
GM Advisory Group, LLC34,211$11M0.43%+85413F-HRTimeline
EXCALIBUR MANAGEMENT CORP34,131$11M3.96%-67313F-HRTimeline
West Branch Capital LLC34,037$11M2.83%+15413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC33,940$10.9M0.6%+5,19313F-HRTimelineGroup
Capital Investment Counsel, LLC33,926$10.9M1.52%+12613F-HRTimeline
EVERPAR ADVISORS LLC33,866$10.9M4.05%+90613F-HRTimeline
Capital Asset Advisory Services LLC32,607$10.9M0.44%-48213F-HRTimeline
Obermeyer Wealth Partners33,707$10.9M0.5%+28013F-HRTimeline
Nikulski Financial, Inc.33,684$10.9M2.59%-22113F-HRTimeline
Fideuram Asset Management (Ireland) dac41,155$10.8M0.86%13F-HRTimeline
Columbia Asset Management33,662$10.8M1.93%-68913F-HRTimeline
Pegasus Asset Management, Inc.33,659$10.8M3.34%+28113F-HR/ATimeline
Trivium Point Advisory, LLC33,654$10.8M1.09%-76113F-HRTimeline
Legacy Financial Advisors, Inc.33,564$10.8M1.5%-67113F-HRTimeline
Somerset Trust Co33,531$10.8M3.31%-66213F-HRTimeline
Clarity Wealth Advisors, LLC33,495$10.8M2.2%-11613F-HRTimeline
Retail Employees Superannuation Pty Ltd…33,485$10.8M2.89%13F-HRTimeline
Bill Few Associates, Inc.33,484$10.8M2.66%+61413F-HRTimeline
Founders Capital Management33,474$10.8M5.6%-71113F-HRTimeline
Rehmann Capital Advisory Group33,366$10.8M0.56%-10113F-HRTimeline
Beacon Bank & Trust33,366$10.8M2.18%-1,60813F-HRTimeline
Stonebridge Financial Group, LLC33,362$10.7M0.92%+6,36313F-HRTimeline
Sandhill Capital Partners LLC33,274$10.7M0.76%-1,66313F-HRTimeline
Essex LLC33,236$10.7M1.9%+57613F-HRTimeline
PHILADELPHIA TRUST CO33,224$10.7M0.74%-68513F-HRTimeline
Avior Wealth Management, LLC33,111$10.7M0.33%-2,79613F-HRTimeline
Simplicity Wealth,LLC33,093$10.7M0.64%-1,60513F-HRTimeline
RFG Advisory, LLC33,060$10.7M0.2%+1,19013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC33,056$10.7M2.42%-1,47913F-HR/ATimeline
INSPIRE TRUST CO, N.A.33,000$10.6M1.74%+2,30013F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co33,000$10.6M2.87%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.32,981$10.6M0.39%+16,53513F-HRTimeline
GeoWealth Management, LLC32,907$10.6M0.39%-1,41413F-HRTimeline
Focus Financial Network, Inc.32,900$10.6M0.37%+65913F-HRTimeline
Occidental Asset Management, LLC32,887$10.6M1.27%+2,17713F-HRTimeline
Bell & Brown Wealth Advisors, LLC32,798$10.6M3.4%-74013F-HR/ATimeline
1248 Management, LLC32,729$10.5M5.64%-54113F-HRTimeline
Citizens Business Bank32,700$10.5M1.74%+82513F-HRTimeline
New Hampshire Trust32,486$10.5M2.04%-1,22013F-HRTimeline
New Republic Capital, LLC32,484$10.5M2.79%-51,61113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC32,475$10.5M0.6%+1,66413F-HRTimeline
Seneca House Advisors32,449$10.5M3.91%-88913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,365$10.4M0.25%-39613F-HRTimelineGroup
Brick & Kyle, Associates32,317$10.4M3.69%-36913F-HRTimeline
LEUTHOLD GROUP, LLC32,188$10.4M1.12%+22513F-HRTimeline
Beutel, Goodman & Co Ltd.32,125$10.4M0.06%013F-HRTimeline
First Business Financial Services, Inc.32,107$10.3M0.95%+52413F-HRTimeline
Soltis Investment Advisors LLC32,099$10.3M0.68%+1,82013F-HR/ATimeline