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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
CHAPIN DAVIS, INC.32,140$9.32M2.58%+1,01013F-HRTimeline
Arjuna Capital32,021$9.28M2.45%-1,51813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,967$9.27M0.24%+2,66213F-HRTimelineGroup
Ransom Advisory, Ltd31,964$9.27M4.37%-41013F-HRTimeline
Arax Advisory Partners31,950$9.26M0.43%+13,82113F-HRTimeline
Heritage Wealth Management, Inc.31,743$9.2M2.98%-71413F-HRTimeline
Financial Strategies Group, Inc.32,043$9.19M1.92%+1,31313F-HRTimeline
SENTINEL TRUST CO LBA31,689$9.19M1%+713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC31,688$9.19M1.71%+6313F-HRTimeline
Pathway Financial Advisers, LLC31,678$9.18M2.97%+24413F-HRTimeline
NatWest Group plcin group NatWest Group plc31,617$9.17M2.71%-30,02613F-HRTimelineGroup
WCG Wealth Advisors LLC31,601$9.16M0.59%-26913F-HRTimeline
DCM Advisors, LLC31,582$9.16M3.92%+2,91913F-HRTimeline
WealthShield Partners, LLC31,485$9.13M1.1%-53713F-HRTimeline
Focus Financial Network, Inc.31,480$9.13M0.36%-3,49113F-HRTimeline
Field & Main Bank31,459$9.12M2.97%-1,30213F-HRTimeline
TOWNSQUARE CAPITAL LLC31,432$9.11M0.89%-166,48313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC31,422$9.11M1.58%-1,32813F-HRTimeline
Baugh & Associates, LLC33,593$9.1M4.74%-1,66313F-HRTimeline
Mirabaud & Cie SA31,345$9.09M2.89%-1,86113F-HRTimeline
Washington Trust Advisors, Inc.31,328$9.08M0.74%-28813F-HRTimeline
HARBOR ADVISORY CORP /MA/31,328$9.08M2.89%-2,33213F-HRTimeline
Savvy Advisors, Inc.31,318$9.08M0.61%+9,55913F-HRTimeline
RDA Financial Network31,315$9.08M2.45%+79413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC31,291$9.07M2.24%+2,90013F-HRTimeline
Grove Bank & Trust31,252$9.06M1.13%+4313F-HRTimeline
DLK Investment Management, LLC31,234$9.05M3.42%+61913F-HRTimeline
Gryphon Financial Partners LLC31,230$9.05M1.18%+3,38313F-HRTimeline
MSA Advisors, LLC31,200$9.05M2.27%013F-HRTimeline
BBR PARTNERS, LLC31,171$9.04M0.56%-1,55513F-HRTimeline
Sompo Asset Management Co., Ltd.31,021$8.99M1.56%-35613F-HRTimeline
STRATEGIC PLANNING GROUP, LLC30,998$8.99M1.46%+1,40013F-HRTimeline
Citizens Business Bank30,994$8.99M1.75%+90213F-HRTimeline
Signal Advisors Wealth, LLC30,994$8.99M0.7%+3,13613F-HRTimeline
Bedel Financial Consulting, Inc.30,980$8.98M1.23%-9513F-HRTimeline
Ironvine Capital Partners, LLC30,971$8.98M0.93%013F-HRTimeline
E&G Advisors, LLC31,016$8.97M2.33%-79713F-HRTimeline
LEUTHOLD GROUP, LLC30,882$8.95M1.07%-51613F-HRTimeline
Overbrook Management Corp30,862$8.95M1.67%+46713F-HRTimeline
NTV Asset Management LLC30,792$8.93M1.07%-37613F-HRTimeline
Abbot Financial Management, Inc.30,772$8.92M4.11%-39913F-HRTimeline
Mission Creek Capital Partners, Inc.51,803$8.92M1.98%-3,97613F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.30,752$8.92M4.71%-2,04213F-HRTimeline
Summerhill Capital Management lnc.30,741$8.91M10%-16213F-HRTimeline
L2 Asset Management, LLC30,731$8.91M1.46%-7613F-HRTimeline
Sava Infond d.o.o.30,725$8.91M1.39%+2,25013F-HRTimeline
HORAN Wealth, LLC30,714$8.9M2.73%13F-HRTimeline
Indiana Trust & Investment Management Co30,703$8.9M2.94%+30513F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.30,034$8.9M4.8%+13213F-HRTimeline
Hillsdale Investment Management Inc.30,652$8.89M0.33%+24,11013F-HRTimeline
William B. Walkup & Associates, Inc.30,579$8.87M5.22%-213F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding30,542$8.86M+1,181Timeline
Concorde Financial Corp30,547$8.86M5.24%+6313F-HRTimeline
McBroom & Associates, LLC36,084$8.85M5.06%013F-HRTimeline
Cooper Capital Advisors LLC30,522$8.85M8.54%+11913F-HRTimeline
Stamos Capital Partners, L.P.30,505$8.84M1.59%+12,09113F-HRTimeline
Archford Capital Strategies, LLC30,501$8.84M1.13%+3,61913F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.30,492$8.84M1.51%+68513F-HRTimeline
OSSIAM30,452$8.83M0.1%-1,98213F-HRTimeline
Stone Summit Wealth LLC30,424$8.82M2.73%-34313F-HRTimeline
Patten Group, Inc.30,358$8.8M1.86%-53613F-HRTimeline
HOEY INVESTMENTS, INC30,331$8.79M1.32%-2,84713F-HRTimeline
Addison Capital Co30,298$8.78M3.05%+21213F-HRTimeline
Creegan & Nassoura Financial Group, LLC30,249$8.77M5.71%-1,39513F-HRTimeline
MIdWestOne Financial Group, Inc.30,240$8.77M1.14%+313F-HRTimeline
Union Heritage Capital, LLC30,205$8.76M3.05%013F-HRTimeline
Northwest Bancshares, Inc.30,131$8.74M1.52%-61113F-HRTimeline
Kovack Advisors, Inc.30,081$8.72M0.85%-42313F-HRTimeline
Drucker Wealth 3.0, LLC30,797$8.72M1.68%-6,84113F-HRTimeline
Skylands Capital, LLC30,055$8.71M1.26%-5,23013F-HRTimeline
INSPIRE TRUST CO, N.A.30,000$8.7M1.79%+5,00013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,999$8.7M0.69%+32413F-HRTimeline
Ironwood Investment Counsel, LLC29,993$8.7M1.34%+3,10513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC29,982$8.69M0.53%+75913F-HRTimeline
FORTE CAPITAL LLC /ADV29,974$8.69M0.93%-39113F-HRTimeline
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC29,970$8.69M4.9%013F-HRTimeline
S-Bank Fund Management Ltd29,962$8.69M1.28%-6,97413F-HRTimeline
Naviter Wealth, LLC29,960$8.69M1.07%+70013F-HRTimeline
IFG Advisory, LLC29,924$8.68M0.44%+22913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC29,821$8.65M0.3%-28913F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC29,800$8.64M3.65%+17013F-HRTimeline
HCR Wealth Advisors29,791$8.64M1.02%-21513F-HRTimeline
Argyle Capital Management, LLC29,779$8.63M3.13%+30013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC29,735$8.62M1.89%-49713F-HRTimeline
Supplemental Annuity Collective Trust o…29,700$8.61M2.43%013F-HRTimeline
ARVEST INVESTMENTS, INC.29,690$8.61M1.3%-70313F-HRTimeline
Private Wealth Asset Management, LLC29,687$8.61M1.14%-2,54513F-HRTimeline
WEALTH EFFECTS LLC29,642$8.59M3.22%+36113F-HRTimeline
Financiere des Professionnels - Fonds d…29,610$8.58M0.52%-8313F-HR/ATimeline
OAK FAMILY ADVISORS, LLC29,591$8.58M3.1%+10,08913F-HRTimeline
Enterprise Bank & Trust Co29,540$8.56M3.2%-31513F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC29,538$8.56M0.17%-22013F-HRTimeline
Comprehensive Financial Consultants Ins…29,397$8.52M2.8%-1,66613F-HRTimeline
Patient Capital Management, LLC29,383$8.52M0.38%013F-HRTimeline
AMARILLO NATIONAL BANK29,300$8.49M1.58%+2713F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.29,209$8.47M5.65%-2,42713F-HRTimeline
Lincoln Capital LLC29,189$8.46M1.63%-17313F-HRTimeline
GSA CAPITAL PARTNERS LLP29,173$8.46M0.59%+25,58913F-HRTimeline
Hayek Kallen Investment Management29,146$8.45M2.87%+1,44813F-HRTimeline
Texas Bank & Trust Co29,125$8.44M3.36%+15313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC29,112$8.44M0.59%+1,35613F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co29,000$8.41M1.95%013F-HRTimelineGroup
E Fund Management Co., Ltd.28,999$8.41M0.4%-10,83513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC28,994$8.41M2.17%-1,55713F-HRTimeline
HOLDERNESS INVESTMENTS CO28,975$8.4M1.81%+96413F-HRTimeline
Crystal Rock Capital Management28,918$8.38M4.83%+3,25013F-HRTimeline
SeaBridge Investment Advisors LLC28,873$8.37M1.56%+81813F-HRTimeline
Hamilton Point Investment Advisors, LLC28,818$8.35M1.38%-1,13213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC28,921$8.35M0.61%+12,77613F-HRTimeline
Compton Wealth Advisory Group, LLC28,772$8.34M2.11%+5713F-HRTimeline
WRIGHT INVESTORS SERVICE INC28,741$8.33M2.52%+4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MTM Investment Management, LLC28,698$8.32M2.79%+30913F-HRTimeline
Strategic Blueprint, LLC28,685$8.32M0.41%-7,01813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC28,633$8.3M0.76%-68513F-HRTimeline
Parisi Gray Wealth Management28,619$8.3M2.38%+18413F-HRTimeline
Great Lakes Retirement, Inc.28,611$8.29M0.98%+35213F-HRTimeline
Lauterbach Financial Advisors, LLC28,606$8.29M4.56%+1813F-HRTimeline
Banco BTG Pactual S.A.28,574$8.28M1.69%-12,91613F-HRTimeline
SIMON QUICK ADVISORS, LLC28,523$8.27M0.42%-2,35913F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…28,501$8.26M0.02%+1,31713F-HRTimeline
Herold Advisors, Inc.28,425$8.24M1.73%-1,97113F-HRTimeline
Hi-Line Capital Management, LLC28,417$8.24M2.92%-11413F-HRTimeline
tru Independence LLC28,417$8.24M2.38%-57313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC28,404$8.23M1.66%+36113F-HRTimeline
Cove Private Wealth, LLC28,325$8.21M2.9%+4,81313F-HRTimeline
Hartford Financial Management Inc.28,293$8.2M2.24%-24,73713F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC28,289$8.2M1.04%013F-HRTimeline
Act Two Investors LLC28,287$8.2M1.67%013F-HRTimeline
Platform Technology Partners28,245$8.19M2.14%+20713F-HRTimeline
Relyea Zuckerberg Hanson LLC28,212$8.18M0.96%+5,37513F-HRTimeline
Berry Wealth Group, LP28,210$8.18M5.72%+2513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.28,141$8.16M0.84%-52213F-HRTimeline
Manhattan West Asset Management, LLC28,115$8.15M1.89%-8,59513F-HRTimeline
Evergreen Private Wealth LLC28,080$8.14M3.41%-28413F-HRTimeline
Soundwatch Capital LLC13,342$8.14M1.44%new13F-HRTimeline
High Note Wealth, LLC28,053$8.13M1.86%+3913F-HRTimeline
Scissortail Wealth Management, LLC28,050$8.13M1.95%+47213F-HRTimeline
United Bank28,014$8.12M3.11%+1,39213F-HRTimeline
Alberta Investment Management Corp28,000$8.12M0.06%-61,42013F-HR/ATimeline
Codex Capital Asset Management L.L.C.28,000$8.12M3.25%013F-HRTimeline
ROMANO BROTHERS AND COMPANY27,997$8.12M1%-16913F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC27,993$8.12M1.88%-9313F-HRTimeline
Founders Financial Alliance, LLC27,895$8.09M1.84%+38513F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/27,878$8.08M0.46%+1,20013F-HRTimeline
EVERETT HARRIS & CO /CA/27,828$8.07M0.1%+1,42913F-HRTimeline
LITTLE HOUSE CAPITAL LLC27,820$8.07M2.02%-5,35513F-HRTimeline
Family Legacy, Inc.27,667$8.02M2.61%-1,46113F-HRTimeline
Bank of New Hampshire27,625$8.01M1.99%-1,36313F-HRTimeline
SkyOak Wealth, LLC27,623$8.01M1.61%-36413F-HRTimeline
Atlas Wealth LLC27,524$7.99M2.92%-13713F-HRTimeline
Everhart Financial Group, Inc.27,501$7.97M0.92%+1,33413F-HRTimeline
AdvisorNet Financial, Inc27,475$7.97M0.51%+52113F-HRTimeline
Proficio Capital Partners LLC27,466$7.96M0.5%+12,27513F-HRTimeline
Occidental Asset Management, LLC27,445$7.96M1.1%+1,21213F-HRTimeline
CoreCap Advisors, LLC27,404$7.94M0.32%+1,47213F-HRTimeline
RB Capital Management, LLC27,396$7.94M1.8%+54013F-HRTimeline
Argent Advisors, Inc.27,384$7.94M2.45%-1,99413F-HRTimeline
LJI Wealth Management, LLC27,375$7.94M1.38%-31413F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW27,360$7.93M1.36%-92013F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC27,330$7.92M0.19%-4,68813F-HRTimeline
Agate Pass Investment Management, LLC27,313$7.92M3.25%-28613F-HRTimeline
Modus Advisors, LLC27,191$7.88M2.34%+14513F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC27,170$7.88M4.41%013F-HRTimeline
Triasima Portfolio Management inc.27,154$7.87M1.44%+3,79613F-HRTimeline
AMICA MUTUAL INSURANCE CO27,121$7.86M0.76%+6,00013F-HRTimeline
Sitrin Capital Management LLC27,085$7.85M4.01%-2,63713F-HRTimeline
Stonebridge Financial Group, LLC26,941$7.81M0.76%-56213F-HRTimeline
Caliber Wealth Management, LLC / KS26,928$7.81M0.84%+28313F-HRTimeline
GeoWealth Management, LLC26,923$7.81M0.3%+15713F-HRTimeline
McKinley Carter Wealth Services, Inc.26,884$7.79M0.43%+95113F-HRTimeline
J. W. Coons Advisors, LLC26,832$7.78M1.76%+23013F-HRTimeline
First PREMIER Bank26,821$7.78M1.88%+5313F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…26,796$7.77M3.59%-33113F-HRTimeline
Capital Investment Advisory Services, L…26,726$7.75M0.63%+3,04913F-HRTimeline
MSH Capital Advisors LLC26,725$7.75M2.23%+9813F-HRTimeline
Smithfield Trust Co26,692$7.74M0.37%-19513F-HRTimeline
Consolidated Investment Group LLC26,702$7.74M1.04%013F-HRTimeline
Lineweaver Wealth Advisors, LLC26,688$7.74M1.22%+1,49713F-HRTimeline
BNC WEALTH MANAGEMENT, LLC26,633$7.72M2.29%+61413F-HRTimeline
Mattern Wealth Management LLC26,575$7.7M1.6%-29713F-HRTimeline
Strategic Financial Services, Inc.26,520$7.69M0.41%-53513F-HRTimeline
Cherokee Insurance Co26,510$7.69M3.35%013F-HRTimeline
Palmer Knight Co26,489$7.68M3.27%-6,71913F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC26,452$7.67M1.57%-22313F-HRTimeline
Covenant Asset Management, LLC26,425$7.66M1.57%+29613F-HRTimeline
Liberty Capital Management, Inc.26,397$7.65M1.54%+13813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp26,321$7.63M0.8%-59413F-HRTimelineGroup
Kensington Investment Counsel, LLC26,228$7.6M3.26%+66213F-HRTimeline
Old Port Advisors26,201$7.6M2.07%-9313F-HRTimeline
LVW Advisors, LLC26,183$7.59M0.85%-57913F-HRTimeline
Bowman & Co S.C.26,142$7.58M3.38%+25513F-HRTimeline
Uncommon Cents Investing LLC26,128$7.57M2.03%+28713F-HRTimeline
Trifecta Capital Advisors, LLC26,124$7.57M1.26%+2,22713F-HRTimeline
Integrated Investment Consultants, LLC26,045$7.55M1.48%-3,74413F-HRTimeline
Mill Creek Capital Advisors, LLC26,033$7.55M0.17%-88513F-HRTimeline
Broadleaf Partners, LLC26,015$7.54M1.66%+12,44213F-HRTimeline
Silvant Capital Management LLC25,972$7.53M0.28%013F-HRTimeline
Argentarii, LLC25,952$7.52M3.45%-15813F-HRTimeline
AssuredPartners Investment Advisors, LLC25,902$7.51M1.84%-4,06813F-HRTimeline
Scott & Selber, Inc.25,879$7.5M2.09%+2113F-HRTimeline