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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
Founders Financial Alliance, LLC31,144$10.2M1.35%+28113F-HRTimeline
HCR Wealth Advisors31,113$10.2M0.91%+13313F-HRTimeline
LEUTHOLD GROUP, LLC31,099$10.2M1.02%-1,62613F-HRTimeline
Beacon Bank & Trust31,087$10.2M1.94%-1,11413F-HR/ATimeline
DCM Advisors, LLC31,070$10.2M4.02%+1,12513F-HRTimeline
Ninety One North America, Inc.31,011$10.2M0.48%013F-HRTimeline
NorthCoast Asset Management LLC30,991$10.1M0.22%-55,09913F-HRTimeline
Ironvine Capital Partners, LLC30,971$10.1M0.94%013F-HRTimeline
Manhattan West Asset Management, LLC30,920$10.1M1.69%+1,59613F-HRTimeline
Advanced Asset Management Advisors Inc30,913$10.1M2.66%-6513F-HRTimeline
NTV Asset Management LLC30,902$10.1M0.99%-15513F-HRTimeline
Grove Bank & Trust30,891$10.1M1%+50713F-HRTimeline
Palmer Knight Co30,797$10.1M3.88%+4,18113F-HRTimeline
EVERETT HARRIS & CO /CA/30,793$10.1M0.12%+2,84413F-HRTimeline
Abbot Financial Management, Inc.30,787$10.1M3.7%+3713F-HRTimeline
Field & Main Bank30,773$10.1M2.08%-15013F-HR/ATimeline
Palumbo Wealth Management LLC30,682$10M2.1%-4413F-HRTimeline
Essex LLC30,678$10M1.52%-2,11413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC30,629$10M1.23%-9613F-HRTimeline
CHEMUNG CANAL TRUST CO30,577$10M1.85%-11913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC30,532$9.99M0.73%+19213F-HRTimeline
Platform Technology Partners30,506$9.99M1.63%-78513F-HRTimeline
Mandatum Life Insurance Co Ltd30,502$9.98M1.85%013F-HRTimeline
Alpha Omega Wealth Management LLC30,491$9.98M1.52%-71813F-HRTimeline
Kera Capital Partners, Inc.30,436$9.96M0.96%+1,77313F-HRTimeline
MSA Advisors, LLC30,400$9.95M2.56%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…30,379$9.94M0.03%+5,60013F-HRTimeline
National Philanthropic Trust30,367$9.94M0.14%+9,03313F-HRTimeline
Patten Group, Inc.30,366$9.94M1.55%+2413F-HRTimeline
DF DENT & CO INC30,347$9.93M0.19%+67813F-HRTimeline
AMICA MUTUAL INSURANCE CO30,347$9.93M0.83%-1,36113F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.30,327$9.93M0.89%+8,02313F-HRTimelineGroup
American Trust30,269$9.91M0.76%-2,65413F-HRTimeline
Sage Mountain Advisors LLC30,247$9.9M0.61%+52213F-HRTimeline
William B. Walkup & Associates, Inc.30,237$9.9M4.77%-34413F-HRTimeline
Bell Asset Management Ltd30,236$9.9M2.64%+73713F-HRTimeline
Onex Canada Asset Management Inc.30,235$9.9M1.52%013F-HRTimeline
WEALTH EFFECTS LLC30,178$9.88M2.67%+47813F-HRTimeline
JBF Capital, Inc.30,000$9.82M1.29%+25,00013F-HRTimeline
RDA Financial Network29,995$9.82M2.14%+20013F-HRTimeline
Checchi Capital Advisers, LLC29,988$9.82M0.62%-25613F-HRTimeline
First Interstate Bank29,970$9.81M0.51%+44613F-HRTimeline
E Fund Management Co., Ltd.29,956$9.81M0.22%+1,97313F-HRTimeline
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC29,870$9.78M5.2%013F-HRTimeline
Trust Asset Management LLC29,854$9.77M0.61%-1,35213F-HR/ATimeline
Hayek Kallen Investment Management29,852$9.77M2.96%+29113F-HRTimeline
Sandhill Capital Partners LLC29,817$9.76M0.79%-11213F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding29,758$9.74M-1,052Timeline
Hixon Zuercher, LLC29,750$9.74M2.86%-43513F-HRTimeline
Capital Investment Advisory Services, L…29,679$9.71M0.6%+2,28013F-HRTimeline
JERICHO FINANCIAL, LLP29,658$9.71M5.03%+3,86313F-HRTimeline
GeoWealth Management, LLC29,636$9.7M0.31%-2,68313F-HRTimeline
Private Wealth Asset Management, LLC29,626$9.7M0.93%+1,51113F-HRTimeline
Lineweaver Wealth Advisors, LLC29,625$9.7M1.15%+1,62513F-HRTimeline
RPg Family Wealth Advisory, LLC29,603$9.69M1.62%+47213F-HR/ATimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd29,588$9.69M0.03%new13F-HRTimelineGroup
Baader Bank Aktiengesellschaft29,584$9.68M0.79%-1,06313F-HRTimeline
AMARILLO NATIONAL BANK29,568$9.68M1.55%013F-HRTimeline
Beutel, Goodman & Co Ltd.29,568$9.68M0.07%-1,83213F-HRTimeline
Ausdal Financial Partners, Inc.29,524$9.66M0.38%+39613F-HRTimeline
Greystone Financial Group, LLC29,508$9.66M2.7%-1,09413F-HRTimeline
BANK OF HAWAII29,487$9.65M0.48%-3113F-HRTimeline
Argyle Capital Management, LLC29,477$9.65M2.78%+4813F-HRTimeline
ADVISORTRUST PARTNERS, LLC29,465$9.64M3.3%+1,36113F-HRTimeline
CX Institutional29,458$9.64M0.28%-9,25513F-HRTimeline
HOEY INVESTMENTS, INC29,421$9.63M1.27%-27613F-HRTimeline
Heritage Wealth Management, Inc.29,383$9.62M2.4%-30213F-HRTimeline
Concorde Financial Corp29,367$9.61M7.74%-7913F-HRTimeline
Patient Capital Management, LLC29,360$9.61M0.32%-213F-HRTimeline
Baugh & Associates, LLC29,322$9.6M4.25%-2,01013F-HRTimeline
WealthPlan Investment Management, LLC29,282$9.58M0.48%-88513F-HRTimeline
E&G Advisors, LLC29,344$9.58M1.85%-5713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC29,272$9.58M1.1%-1,18913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.29,272$9.58M0.85%+36013F-HR/ATimeline
AdvisorNet Financial, Inc29,260$9.58M0.44%-5,43813F-HRTimeline
Premier Path Wealth Partners, LLC29,243$9.57M1.1%+1,36513F-HRTimeline
Washington Trust Advisors, Inc.29,204$9.56M0.71%-78813F-HRTimeline
Herold Advisors, Inc.29,211$9.56M1.89%+30913F-HRTimeline
RB Capital Management, LLC29,173$9.55M1.87%-8613F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV29,166$9.55M5.76%-1,21213F-HRTimeline
High Note Wealth, LLC29,150$9.54M1.63%+29613F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC29,085$9.52M2.84%+48613F-HRTimeline
Ironwood Investment Counsel, LLC29,069$9.52M1.25%+38113F-HRTimeline
Hamilton Point Investment Advisors, LLC29,054$9.51M1.34%+7113F-HRTimeline
KTF INVESTMENTS, LLC29,053$9.51M0.96%+2,38513F-HRTimeline
Dynasty Wealth Management, LLC29,047$9.51M0.07%-64413F-HRTimeline
KINTRA WEALTH, LLC26,149$9.49M0.5%+6,80513F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC29,004$9.49M2.96%-39813F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co29,000$9.49M2.01%013F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC28,976$9.48M1.47%-2913F-HRTimeline
IFC Advisors LLC28,966$9.48M1.2%-313F-HRTimeline
Coastline Trust Co28,950$9.48M0.84%+4713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SPIREPOINT PRIVATE CLIENT, LLC28,920$9.47M0.77%-27313F-HRTimeline
KG Capital Management28,885$9.46M5.63%-1,06713F-HRTimeline
Cottage Street Advisors LLC28,709$9.43M3.65%-1,28213F-HRTimeline
MTM Investment Management, LLC28,774$9.42M2.69%+8613F-HRTimeline
DRW Securities, LLC28,756$9.41M0.56%+65713F-HRTimeline
HOERTKORN RICHARD CHARLES28,721$9.4M6.3%-11013F-HRTimeline
Proficio Capital Partners LLC28,707$9.4M0.34%+24,37313F-HRTimeline
White Pine Investment CO28,657$9.38M2%-25713F-HRTimeline
Hartford Financial Management Inc.28,642$9.38M2.09%-50913F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC28,623$9.37M0.21%-37013F-HRTimeline
MCDONALD PARTNERS LLC28,608$9.36M2.27%-13,00913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC28,569$9.35M0.53%-2313F-HRTimeline
Smithfield Trust Co28,479$9.32M0.37%-7413F-HRTimeline
Parisi Gray Wealth Management28,459$9.32M1.91%-32113F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC28,436$9.31M1.6%+8513F-HRTimeline
Trifecta Capital Advisors, LLC28,433$9.31M1.2%+11013F-HRTimeline
Compton Wealth Advisory Group, LLC27,851$9.3M1.88%-4913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC28,402$9.3M1.48%-14813F-HRTimeline
AMI INVESTMENT MANAGEMENT INC28,379$9.29M1.97%-1,09813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,378$9.29M0.2%-2,81713F-HRTimelineGroup
NORDEN GROUP LLC28,371$9.29M0.76%+4,80313F-HRTimeline
United Bank28,348$9.28M2.82%-22613F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.28,264$9.25M4.15%+1,40013F-HRTimeline
Brentview Investment Management LLC28,187$9.23M3.65%+85713F-HRTimeline
K.J. Harrison & Partners Inc28,155$9.22M1.31%-69113F-HRTimeline
Lauterbach Financial Advisors, LLC28,147$9.21M3.96%+1313F-HRTimeline
Texas Bank & Trust Co28,131$9.21M3.02%+513F-HRTimeline
LEE DANNER & BASS INC28,116$9.2M0.53%-1113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding28,105$9.2M+2,004Timeline
MCF Advisors LLC28,017$9.17M0.33%+1,22613F-HRTimeline
HOLDERNESS INVESTMENTS CO28,006$9.17M1.53%+65713F-HRTimeline
Pathway Financial Advisers, LLC27,930$9.14M2.3%-713F-HRTimeline
Codex Capital Asset Management L.L.C.28,050$9.14M3.16%-9,70013F-HRTimeline
Drucker Wealth 3.0, LLC27,905$9.13M1.44%+2213F-HRTimeline
Everhart Financial Group, Inc.27,883$9.13M0.58%+90913F-HRTimeline
NWAM LLC27,880$9.13M0.46%+6,65713F-HRTimeline
PROFUND ADVISORS LLC27,853$9.12M0.25%-91213F-HRTimeline
Qtron Investments LLC27,841$9.11M1.22%-3,93413F-HRTimeline
Zhang Financial LLC27,780$9.09M0.27%+59713F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC27,711$9.07M0.86%013F-HRTimeline
BBR PARTNERS, LLC27,621$9.04M0.42%-70713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC27,611$9.04M0.69%+2,43013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…27,599$9.03M0.13%-11,71713F-HRTimelineGroup
Indivisible Partners27,539$9.01M0.51%+6,23313F-HRTimeline
CMH Wealth Management LLC27,516$9.01M1.37%+58013F-HRTimeline
Act Two Investors LLC27,491$9M1.82%013F-HRTimeline
Consolidated Investment Group LLC27,457$8.99M0.78%013F-HRTimeline
Modus Advisors, LLC27,432$8.98M2.22%+18513F-HRTimeline
Lincoln Capital LLC27,365$8.96M1.59%-72213F-HRTimeline
SYCOMORE ASSET MANAGEMENT29,164$8.95M0.96%013F-HRTimeline
Union Heritage Capital, LLC27,305$8.94M3.03%013F-HRTimeline
Connecticut Wealth Management, LLC27,246$8.92M0.33%-3813F-HRTimeline
SIMON QUICK ADVISORS, LLC27,175$8.9M0.36%-55613F-HRTimeline
Stone Summit Wealth LLC27,174$8.89M2.26%-1,06813F-HRTimeline
ROMANO BROTHERS AND COMPANY27,161$8.89M0.89%+2713F-HRTimeline
Liberty Capital Management, Inc.27,048$8.85M1.52%13F-HRTimeline
Arjuna Capital27,037$8.85M1.99%-5,66413F-HRTimeline
ASPIRIANT, LLC27,003$8.84M0.22%+1,57913F-HRTimeline
SkyOak Wealth, LLC26,977$8.83M1.44%+26713F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…26,964$8.83M3.07%+12413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…26,975$8.83M0.04%+2,43013F-HRTimelineGroup
Diversified Enterprises, LLC26,872$8.8M0.43%-24113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC26,844$8.79M0.68%-12813F-HRTimeline
S-Bank Fund Management Ltd26,833$8.78M1.19%+2,19913F-HRTimeline
Empire Financial Management Company, LLC26,831$8.78M3.48%-12,41013F-HRTimeline
KKM Financial LLC26,824$8.78M1.2%+2,99813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.26,692$8.74M0.59%-34513F-HRTimelineGroup
WealthShield Partners, LLC26,655$8.72M1.33%-4,72313F-HRTimeline
Cornerstone Wealth Management, LLC26,626$8.72M0.37%-79913F-HRTimeline
OAK FAMILY ADVISORS, LLC26,582$8.7M2.51%-56313F-HRTimeline
Brick & Kyle, Associates29,578$8.7M2.87%013F-HRTimeline
Hi-Line Capital Management, LLC26,580$8.7M2.45%-4,06113F-HRTimeline
Mattern Wealth Management LLC26,466$8.66M1.42%+35413F-HRTimeline
Covington Investment Advisors Inc.26,442$8.65M1.12%-1,70613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC26,404$8.64M1.73%-1913F-HRTimeline
Sitrin Capital Management LLC26,388$8.64M3.83%-42913F-HRTimeline
First PREMIER Bank26,358$8.63M1.39%-9513F-HRTimeline
StrongBox Wealth, LLC26,280$8.6M2.45%+7213F-HRTimeline
Relyea Zuckerberg Hanson LLC26,260$8.6M0.72%+2,56113F-HR/ATimeline
Kensington Investment Counsel, LLC26,248$8.59M3.73%-1,34513F-HRTimeline
BFSG, LLC26,235$8.59M0.76%-10813F-HRTimeline
Asset Dedication, LLC26,184$8.57M0.54%-67713F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC26,183$8.57M2.29%+35113F-HRTimeline
Klingman & Associates, LLC26,178$8.57M0.36%+38413F-HRTimeline
BNC WEALTH MANAGEMENT, LLC26,141$8.56M2.07%-17813F-HRTimeline
First Pacific Financial26,016$8.52M1.01%+1,88813F-HRTimeline
Investment Research & Advisory Group, I…25,929$8.51M2.63%+5513F-HRTimeline
Mine & Arao Wealth Creation & Managemen…25,931$8.49M3.08%+62413F-HRTimeline
Comprehensive Financial Consultants Ins…25,922$8.49M2.25%+14313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.25,898$8.48M0.81%-18113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC25,882$8.47M0.87%+55813F-HRTimeline
Sagewood Asset Management LP25,880$8.47M1.92%+2,28413F-HRTimeline
Montecito Bank & Trust25,861$8.47M1.27%+16113F-HRTimeline
Graves Light Lenhart Wealth, Inc.25,815$8.45M0.79%-47313F-HRTimeline
Marble Wealth, LLC25,738$8.42M1.29%+18013F-HRTimeline
LJI Wealth Management, LLC25,675$8.4M1.18%+21213F-HRTimeline
Old Port Advisors25,672$8.4M1.66%+39413F-HRTimeline
Uncommon Cents Investing LLC25,630$8.39M1.82%-513F-HRTimeline
Catalyst Funds Management Pty Ltd25,600$8.38M0.47%+11,30713F-HRTimeline
Strategic Blueprint, LLC25,519$8.35M0.42%+22513F-HRTimeline
Ethos Financial Group, LLC24,341$8.34M0.56%-1,00813F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC25,455$8.33M3.84%+1,02013F-HRTimeline
Bank of New Hampshire25,431$8.32M1.74%-51213F-HRTimeline
Abundance Wealth Counselors25,347$8.3M0.54%+11,17713F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/25,346$8.3M0.62%-42313F-HRTimeline
Northwest Bancshares, Inc.25,331$8.29M1.49%+36913F-HRTimeline
Aprio Wealth Management, LLC25,329$8.29M0.41%-9213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW25,303$8.28M1.08%-59313F-HRTimelineGroup