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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
NTV Asset Management LLC32,095$10.3M1.1%+11713F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.31,989$10.3M4.87%+91513F-HRTimeline
Titan Investment Solutions Ltdgroup of 2 filers holding31,899$10.3MnewTimeline
Kepler Cheuvreux (Suisse) SA31,888$10.3M0.58%+20,16913F-HRTimeline
Arjuna Capital31,773$10.2M2.51%-42413F-HRTimeline
Qtron Investments LLC31,766$10.2M1.33%-3,59613F-HRTimeline
Indiana Trust & Investment Management Co31,765$10.2M3.02%+82713F-HRTimeline
Bedel Financial Consulting, Inc.31,717$10.2M1.1%+33813F-HRTimeline
Triasima Portfolio Management inc.31,715$10.2M1.53%+3,22313F-HRTimeline
Alpha Omega Wealth Management LLC31,587$10.2M1.69%-1,33013F-HRTimeline
HOEY INVESTMENTS, INC31,581$10.2M1.38%+57913F-HRTimeline
LEE DANNER & BASS INC31,502$10.2M0.73%+2,61313F-HRTimeline
Cooper Capital Advisors LLC31,399$10.1M6.37%+9713F-HRTimeline
Dynasty Wealth Management, LLC31,385$10.1M0.1%+2,72813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC31,320$10.1M1.23%-67513F-HRTimeline
Ransom Advisory, Ltd31,306$10.1M3.97%+22713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC31,296$10.1M0.32%+85313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC31,231$10.1M1.44%-52313F-HRTimeline
Trust Asset Management LLC31,213$10.1M0.69%-1,21113F-HRTimeline
CHEMUNG CANAL TRUST CO31,212$10.1M1.99%-1,07913F-HRTimeline
Arete Wealth Advisors, LLC31,209$10.1M0.7%-7,72013F-HR/ATimeline
WealthShield Partners, LLC31,164$10M1.11%-24213F-HRTimeline
Field & Main Bank31,122$10M2.89%+2013F-HRTimeline
Argentarii, LLC31,110$10M3.26%+5,15513F-HRTimeline
First Interstate Bank31,110$10M0.54%-55013F-HRTimeline
HCR Wealth Advisors31,078$10M0.99%+41613F-HRTimeline
EARNEST PARTNERS LLC31,004$9.99M0.04%-6,45613F-HRTimeline
Advanced Asset Management Advisors Inc30,977$9.98M2.73%-7,30013F-HRTimeline
Ironvine Capital Partners, LLC30,971$9.98M1%013F-HRTimeline
SENTINEL TRUST CO LBA30,893$9.95M0.98%+413F-HRTimeline
Abbot Financial Management, Inc.30,884$9.95M4.13%+35113F-HRTimeline
Founders Financial Alliance, LLC30,854$9.94M1.88%+2,60013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV30,850$9.94M6.11%13F-HRTimeline
Brown Shipley& Co Ltd30,819$9.93M5.31%-1,31813F-HRTimeline
Mission Creek Capital Partners, Inc.51,819$9.91M2%+20413F-HRTimeline
Summerhill Capital Management lnc.30,746$9.91M9.15%+5513F-HRTimeline
Asset Dedication, LLC30,744$9.91M0.65%-89713F-HRTimeline
Hi-Line Capital Management, LLC30,698$9.89M3.29%+1,75713F-HRTimeline
Washington Trust Advisors, Inc.30,693$9.89M0.76%-18813F-HRTimeline
DLK Investment Management, LLC30,591$9.86M3.67%-18513F-HRTimeline
Mandatum Life Insurance Co Ltd30,502$9.83M2.24%013F-HRTimeline
Owen LaRue, LLC30,478$9.82M3.74%-40513F-HRTimeline
Hixon Zuercher, LLC30,431$9.81M2.97%+16113F-HRTimeline
Great Lakes Retirement, Inc.30,423$9.8M1.02%+54913F-HRTimeline
CHAPIN DAVIS, INC.30,392$9.79M2.3%-1,88313F-HRTimeline
Heritage Wealth Management, Inc.30,392$9.79M2.72%-67213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC30,339$9.78M1.84%+11,65413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC30,313$9.77M0.63%+11913F-HRTimeline
BANK OF HAWAII30,277$9.76M0.48%-6,19213F-HRTimeline
JT Stratford LLC30,272$9.75M1.25%+5,73813F-HRTimeline
DCM Advisors, LLC30,247$9.75M4.05%013F-HRTimeline
E&G Advisors, LLC30,280$9.73M2.18%-89313F-HRTimeline
Union Heritage Capital, LLC30,205$9.73M3.3%013F-HRTimeline
Patten Group, Inc.30,203$9.73M1.8%+10513F-HRTimeline
White Pine Investment CO30,187$9.73M2.29%-1,56213F-HRTimeline
Cottage Street Advisors LLC30,184$9.73M4.11%-1,94313F-HRTimeline
William B. Walkup & Associates, Inc.30,147$9.71M5.32%-41213F-HRTimeline
Cove Private Wealth, LLC30,081$9.69M2.89%+1,67613F-HRTimeline
OAK FAMILY ADVISORS, LLC30,023$9.67M2.96%+29913F-HRTimeline
Graham Capital Management, L.P.30,000$9.67M0.33%+7,50013F-HRTimeline
Stone Summit Wealth LLC29,930$9.64M2.62%-1,07313F-HRTimeline
Covington Investment Advisors Inc.29,898$9.63M1.32%-2,29313F-HRTimeline
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC29,870$9.62M5.38%013F-HRTimeline
MIdWestOne Financial Group, Inc.29,866$9.62M1.07%-44913F-HRTimeline
CoreCap Advisors, LLC29,865$9.62M0.34%+85113F-HRTimeline
Private Wealth Asset Management, LLC29,739$9.58M1.04%+19313F-HRTimeline
Supplemental Annuity Collective Trust o…29,700$9.57M2.47%013F-HRTimeline
Baugh & Associates, LLC31,512$9.56M4.7%-99313F-HRTimeline
Grove Bank & Trust29,649$9.55M1.07%-213F-HRTimeline
WEALTH EFFECTS LLC29,572$9.53M2.98%-11713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC29,562$9.53M0.91%+3,44913F-HRTimeline
BBR PARTNERS, LLC29,556$9.52M0.51%-11113F-HRTimeline
Argyle Capital Management, LLC29,554$9.52M3.18%-15013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC29,491$9.5M0.6%+23313F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC29,471$9.5M3.67%-19013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd29,427$9.48M0.58%+16,91313F-HRTimelineGroup
RDA Financial Network29,407$9.48M2.28%-51813F-HRTimeline
Checchi Capital Advisers, LLC29,404$9.47M0.64%-1,08213F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC29,391$9.47M2.19%-1,90013F-HRTimeline
Patient Capital Management, LLC29,379$9.47M0.37%013F-HRTimeline
MCDONALD PARTNERS LLC29,368$9.46M2.98%-1,58713F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC29,301$9.44M1.87%+52813F-HRTimeline
Hamilton Point Investment Advisors, LLC29,257$9.43M1.43%+39313F-HRTimeline
Campbell & CO Investment Adviser LLC29,196$9.41M0.45%new13F-HRTimeline
Ironwood Investment Counsel, LLC29,184$9.4M1.31%-21713F-HRTimeline
Platform Technology Partners29,102$9.38M2%+34913F-HRTimeline
RPg Family Wealth Advisory, LLC29,070$9.37M2.06%-26713F-HRTimeline
Archford Capital Strategies, LLC29,033$9.36M1.09%-10313F-HRTimeline
MSH Capital Advisors LLC29,000$9.34M2%+3,07813F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co29,000$9.34M2.08%013F-HRTimelineGroup
Avestar Capital, LLC28,974$9.34M0.64%-47413F-HRTimeline
AMI INVESTMENT MANAGEMENT INC28,969$9.33M2.1%+99213F-HRTimeline
Connecticut Wealth Management, LLC28,948$9.33M0.41%+1,03613F-HRTimeline
Ausdal Financial Partners, Inc.28,948$9.33M0.43%-2,57113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC28,914$9.32M1.52%+57813F-HRTimeline
High Note Wealth, LLC28,890$9.31M1.82%+22613F-HRTimeline
Texas Bank & Trust Co28,833$9.29M3.38%-4813F-HRTimeline
LITTLE HOUSE CAPITAL LLC28,824$9.29M2.33%+80213F-HRTimeline
Herold Advisors, Inc.28,817$9.29M2.07%-19613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.28,786$9.28M0.89%+36513F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC28,748$9.26M0.21%-35013F-HRTimeline
SIMON QUICK ADVISORS, LLC28,746$9.26M0.4%-86113F-HRTimeline
Hillsdale Investment Management Inc.28,735$9.26M0.26%+1,14313F-HRTimeline
Pathway Financial Advisers, LLC28,725$9.26M2.68%-42313F-HRTimeline
Lauterbach Financial Advisors, LLC28,651$9.23M4.52%+3013F-HRTimeline
Patriot Financial Group Insurance Agenc…28,636$9.23M1.1%+1,64813F-HRTimeline
BCWM, LLC28,633$9.23M2.76%-6,09613F-HRTimeline
Socorro Asset Management LP28,604$9.22M3.57%+33513F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding28,588$9.21M-279Timeline
Parisi Gray Wealth Management28,572$9.21M2.09%-11513F-HRTimeline
Addison Capital Co28,568$9.21M2.3%-1,14113F-HRTimeline
Hartford Financial Management Inc.28,550$9.2M2.39%-25613F-HRTimeline
MTM Investment Management, LLC28,527$9.19M2.93%+1613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC28,521$9.19M1.66%-1,87813F-HRTimeline
SeaBridge Investment Advisors LLC28,516$9.19M1.52%-77213F-HRTimeline
IFC Advisors LLC28,487$9.18M1.34%+47113F-HRTimeline
AMARILLO NATIONAL BANK28,486$9.18M1.61%-87913F-HRTimeline
Concorde Financial Corp29,099$9.16M7.1%-64413F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.28,430$9.16M1.36%-2,05913F-HRTimeline
Klingman & Associates, LLC28,403$9.15M0.44%-19813F-HRTimeline
Sava Infond d.o.o.28,395$9.15M1.24%-1,78013F-HRTimeline
RB Capital Management, LLC28,394$9.15M1.86%+27513F-HRTimeline
Lincoln Capital LLC28,301$9.12M1.65%-8213F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC28,289$9.12M0.98%013F-HRTimeline
Act Two Investors LLC28,287$9.11M1.64%013F-HRTimeline
Violich Capital Management, Inc.28,265$9.11M1.02%+7,09013F-HRTimeline
United Bank28,235$9.1M3.08%+13113F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.28,228$9.1M4.47%+1013F-HRTimeline
Beau Ventures, LLc28,200$9.09M1.13%13F-HRTimeline
Sompo Asset Management Co., Ltd.28,193$9.08M1.56%-1,61013F-HRTimeline
Creegan & Nassoura Financial Group, LLC28,090$9.05M5.88%-66813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC28,058$9.04M3.28%+1,29813F-HRTimeline
Trifecta Capital Advisors, LLC28,057$9.04M1.34%+75613F-HRTimeline
Smithfield Trust Co27,946$9.01M0.4%+1,48313F-HRTimeline
Argent Advisors, Inc.27,923$9M2.51%-27313F-HRTimeline
AssuredPartners Investment Advisors, LLC27,915$8.99M1.34%+1,86813F-HRTimeline
ALGERT GLOBAL LLC27,872$8.98M0.14%+3,75413F-HR/ATimeline
Scissortail Wealth Management, LLC27,868$8.98M2.05%-9313F-HRTimeline
Coastline Trust Co27,813$8.96M0.84%+6,44713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EARNED WEALTH ADVISORS, LLC27,812$8.96M0.64%+17,57213F-HR/ATimeline
Drucker Wealth 3.0, LLC27,808$8.96M1.58%-71213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC27,803$8.96M2.3%+61813F-HRTimeline
Diversified Enterprises, LLC27,636$8.9M0.53%+5,59613F-HRTimeline
tru Independence LLC27,606$8.9M2.24%-64713F-HRTimeline
Compton Wealth Advisory Group, LLC27,599$8.89M1.94%-20013F-HRTimeline
Relyea Zuckerberg Hanson LLC27,562$8.88M0.9%-22613F-HRTimeline
Manhattan West Asset Management, LLC27,520$8.87M1.81%-81713F-HRTimeline
Comprehensive Financial Consultants Ins…27,483$8.86M2.67%-97713F-HRTimeline
Stamos Capital Partners, L.P.27,443$8.84M1.42%+1,29413F-HRTimeline
Permanens Capital L.P.27,436$8.84M1.15%+6,31513F-HRTimeline
Myriad Asset Management Advisors LLCgroup of 2 filers holding27,392$8.83M+14,620Timeline
MSA Advisors, LLC27,350$8.81M2.21%-3,85013F-HRTimeline
Lineweaver Wealth Advisors, LLC27,336$8.81M1.2%+1,68713F-HRTimeline
ROMANO BROTHERS AND COMPANY27,292$8.79M1%-42713F-HRTimeline
LJI Wealth Management, LLC27,274$8.79M1.34%+2,20013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.27,138$8.74M0.91%+53013F-HRTimeline
Capital Investment Advisory Services, L…27,097$8.73M0.62%+28113F-HRTimeline
HOLDERNESS INVESTMENTS CO27,075$8.72M1.77%-55413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC27,013$8.7M0.73%-1,02113F-HRTimeline
Modus Advisors, LLC26,957$8.69M2.29%-31213F-HRTimeline
Sitrin Capital Management LLC26,920$8.67M4.12%+3513F-HRTimeline
Kera Capital Partners, Inc.28,334$8.67M1.07%+98413F-HRTimeline
Kensington Investment Counsel, LLC26,863$8.66M3.52%+17313F-HRTimeline
Agate Pass Investment Management, LLC26,858$8.65M3.22%-26613F-HRTimeline
EVERETT HARRIS & CO /CA/26,815$8.64M0.1%+64113F-HRTimeline
Ninety One North America, Inc.26,814$8.64M0.35%new13F-HRTimeline
Bank of New Hampshire26,809$8.64M1.94%-73813F-HRTimeline
Consolidated Investment Group LLC26,702$8.6M1.03%013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…26,684$8.6M3.55%-3413F-HRTimeline
Mill Creek Capital Advisors, LLC26,658$8.59M0.18%+42313F-HRTimeline
EVEXIA WEALTH LLC27,873$8.58M2.4%-10413F-HRTimeline
SkyOak Wealth, LLC26,622$8.58M1.54%+3013F-HRTimeline
Qsemble Capital Management, LP26,599$8.57M0.71%new13F-HRTimeline
First PREMIER Bank26,593$8.57M1.96%-5613F-HRTimeline
Liberty Capital Management, Inc.26,590$8.57M1.6%+15013F-HRTimeline
Naviter Wealth, LLC26,513$8.54M1.11%-4,97613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC26,465$8.53M1.79%-38713F-HRTimeline
Mirabaud & Cie SA26,450$8.52M2.75%-2,84413F-HRTimeline
L. Roy Papp & Associates, LLP26,399$8.51M0.94%+68013F-HRTimeline
Sunbelt Securities, Inc.26,363$8.49M0.57%-31013F-HRTimeline
Premier Path Wealth Partners, LLC26,353$8.49M1.1%+62213F-HRTimeline
Marble Wealth, LLC26,310$8.48M1.18%13F-HRTimeline
Formidable Asset Management, LLC26,854$8.47M1.23%-55813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW26,280$8.47M1.23%-84213F-HRTimelineGroup
Montecito Bank & Trust26,208$8.44M1.35%-2,27813F-HRTimeline
Atlas Wealth LLC26,206$8.44M2.56%-38713F-HRTimeline
First Pacific Financial26,156$8.43M1.1%-1,12913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC26,141$8.42M1.78%-4,28313F-HRTimeline
Bell Asset Management Ltd26,004$8.42M2.25%new13F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…26,135$8.42M1.2%-1,13213F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…26,132$8.42M1.19%+16,53513F-HRTimeline
Brentview Investment Management LLC26,128$8.42M3.81%+26413F-HRTimeline
Covenant Asset Management, LLC26,120$8.42M1.62%-31713F-HRTimeline
Granite Bay Wealth Management, LLC26,117$8.42M2.04%+92313F-HRTimeline
AM INVESTMENT STRATEGIES LLC25,987$8.37M1.74%+18313F-HRTimeline
Uncommon Cents Investing LLC25,945$8.36M2.02%+13513F-HRTimeline
BFSG, LLC25,865$8.33M0.81%-8613F-HRTimeline
HARBOR ADVISORY CORP /MA/25,861$8.33M2.52%-3,42913F-HRTimeline
Investment Research & Advisory Group, I…25,792$8.33M2.76%+1913F-HRTimeline
Palmer Knight Co25,816$8.32M4.37%-4513F-HRTimeline