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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
Pacifica Partners Inc.24,766$8.28M2.5%-29513F-HRTimeline
AM INVESTMENT STRATEGIES LLC25,257$8.27M1.59%-74513F-HRTimeline
ARVEST INVESTMENTS, INC.25,203$8.25M1%+1,45013F-HRTimeline
Krilogy Financial LLC25,202$8.25M0.24%+1,45513F-HRTimeline
Sompo Asset Management Co., Ltd.25,141$8.23M1.35%-84013F-HRTimeline
Covenant Asset Management, LLC25,140$8.23M1.46%-76513F-HRTimeline
Cambria Investment Management, L.P.25,098$8.22M0.41%+10,18813F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.25,083$8.21M0.37%new13F-HRTimeline
Arlington Financial Advisors, LLC25,081$8.21M1.04%+5713F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV25,078$8.21M1.5%-72913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd25,055$8.2M0.06%-322,62913F-HRTimelineGroup
Mission Creek Capital Partners, Inc.46,062$8.19M1.44%+3,03213F-HRTimeline
Eos Management, L.P.25,000$8.18M3.24%013F-HRTimeline
Atlas Wealth LLC24,980$8.18M1.17%-22713F-HRTimeline
Socorro Asset Management LP24,930$8.16M3.66%-88213F-HRTimeline
HENNESSY ADVISORS INC24,900$8.15M0.26%-40013F-HRTimeline
Citizens Business Bank24,882$8.14M1.23%-3713F-HRTimeline
WRIGHT INVESTORS SERVICE INC24,858$8.14M2.22%-36313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RWQ Financial Management Services, Inc.24,813$8.12M3.92%-5,81513F-HRTimeline
Third View Private Wealth, LLC24,775$8.11M1%+51213F-HRTimeline
Formidable Asset Management, LLC27,555$8.11M1.29%+65613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.24,747$8.1M1.82%-1913F-HRTimeline
GARDNER RUSSO & QUINN LLC24,719$8.09M0.09%-124,07913F-HRTimeline
Scott & Selber, Inc.24,698$8.08M1.71%-713F-HRTimeline
Family Legacy, Inc.24,668$8.07M2.15%-14113F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC24,573$8.04M3.22%+113F-HRTimeline
Joseph Group Capital Management24,543$8.03M1.69%+49813F-HRTimeline
Midwest Professional Planners, LTD.24,533$8.03M1.57%-1,31513F-HRTimeline
Benin Management CORP24,531$8.03M1.63%+20513F-HRTimeline
Strategic Financial Services, Inc.24,505$8.02M0.35%-28413F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.24,495$8.02M4.27%-30813F-HRTimeline
Symphony Financial, Ltd. Co.24,316$8M0.88%-1,88113F-HRTimeline
Seneca House Advisors24,432$8M2.83%-46113F-HRTimeline
AGP FRANKLIN, LLC24,405$7.99M3.46%+56813F-HRTimeline
MONECO ADVISORS, LLC24,394$7.98M0.49%+4,21913F-HRTimeline
Kovack Advisors, Inc.24,034$7.97M0.38%-1,23613F-HRTimeline
Edgestream Partners, L.P.24,323$7.96M0.24%+16,11913F-HRTimeline
Bison Wealth, LLC23,533$7.95M0.73%+1,15413F-HRTimeline
Roberts Wealth Advisors, LLC24,239$7.93M1.8%-28713F-HRTimeline
Harbor Advisors LLC24,148$7.9M0.99%013F-HRTimeline
BCWM, LLC24,146$7.9M2.31%-3,76313F-HRTimeline
Mechanics Financial Corp24,120$7.9M2.82%+44313F-HRTimeline
Cherokee Insurance Co24,010$7.86M3.03%013F-HRTimeline
Bretton Capital Management, LLC24,000$7.86M6.27%013F-HRTimeline
Atlas Brown,Inc.23,967$7.85M2.11%-18513F-HRTimeline
Agate Pass Investment Management, LLC23,958$7.84M2.89%-2,51313F-HRTimeline
MONETARY MANAGEMENT GROUP INC23,885$7.82M1.61%-45013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp23,826$7.8M0.7%-58113F-HRTimelineGroup
Legacy Trust23,810$7.79M1.38%-49413F-HRTimeline
Skylands Capital, LLC23,785$7.79M0.96%-1,60013F-HRTimeline
Caliber Wealth Management, LLC / KS23,778$7.78M0.75%-3613F-HRTimeline
United Advisor Group, LLC23,759$7.78M0.83%+75313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC23,719$7.76M0.77%+1,04913F-HRTimeline
Paradiem, LLC23,716$7.76M1.67%-11,45813F-HRTimeline
ICON ADVISERS INC/CO23,680$7.75M1.46%013F-HRTimeline
Martin Capital Partners, LLC23,678$7.75M2.85%+23113F-HRTimeline
Crystal Rock Capital Management23,668$7.75M3.95%013F-HRTimeline
SGL Investment Advisors, Inc.21,529$7.75M2.67%+45713F-HRTimeline
Hudson Capital Management LLC23,625$7.73M1.87%-20613F-HRTimeline
Winch Advisory Services, LLC23,603$7.73M1.6%-34313F-HRTimeline
MORTON COMMUNITY BANK23,580$7.72M1.57%-5513F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…23,558$7.71M1.01%-1,22313F-HR/ATimelineGroup
Bridgewater Associates, LP23,548$7.71M0.03%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC23,541$7.71M0.1%+2,76513F-HRTimeline
EARNED WEALTH ADVISORS, LLC23,519$7.7M0.5%-4,23213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT23,451$7.68M0.77%-3813F-HRTimeline
Rockport Wealth LLC23,443$7.67M1.29%013F-HRTimeline
DLK Investment Management, LLC37,931$7.67M3.26%+7,53013F-HRTimeline
Greenfield Savings Bank23,408$7.66M2.91%-13513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC23,396$7.66M0.51%+9413F-HRTimelineGroup
Pavion Blue Capital, LLC23,056$7.65M3.08%-4013F-HRTimeline
Trinity Legacy Partners, LLC22,274$7.64M1.53%-76313F-HRTimeline
Evergreen Private Wealth LLC23,343$7.64M2.83%+41513F-HRTimeline
Triangle Securities Wealth Management23,316$7.63M1.52%-17513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McKinley Carter Wealth Services, Inc.23,301$7.63M0.39%+42713F-HRTimeline
S&CO INC23,285$7.62M0.44%-65013F-HRTimeline
Jacobs Equity LLC23,273$7.62M5.26%+21,25413F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.23,260$7.61M1.04%-4,62813F-HRTimeline
Prudent Man Advisors, LLC23,210$7.6M1.74%+2,36113F-HRTimeline
Commonwealth Retirement Investments LLC23,201$7.59M2.06%-14,00113F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA23,195$7.59M1.82%-23013F-HRTimeline
SENTINEL TRUST CO LBA23,166$7.58M0.67%-2,45913F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY23,092$7.56M1.42%013F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/23,084$7.56M4.93%-1,56013F-HRTimeline
EPG Wealth Management LLC23,059$7.55M1.81%+2,24613F-HRTimeline
Gilliland Jeter Wealth Management LLC23,018$7.53M1.97%-31313F-HRTimeline
Shoker Investment Counsel, Inc.23,011$7.53M1.89%+1,19113F-HRTimeline
Enhancing Capital LLC23,000$7.53M5.18%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC22,985$7.52M0.7%+31613F-HRTimeline
Blue Edge Capital, LLC22,972$7.52M0.9%-9613F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.22,945$7.51M3.74%-513F-HRTimeline
IMA Advisory Services, Inc.22,933$7.51M0.47%+2,00213F-HRTimeline
Howard Capital Management, LLC22,919$7.5M0.09%+10,01413F-HRTimeline
Leelyn Smith, LLC22,894$7.49M0.91%-8313F-HRTimeline
River Street Advisors LLC22,875$7.49M2.21%+39813F-HRTimeline
1834 INVESTMENT ADVISORS CO22,859$7.48M0.85%-70613F-HRTimeline
Malaga Cove Capital, LLC22,793$7.46M2.38%-22613F-HRTimeline
Generali Investments, Management Co LLC22,788$7.46M1.62%+9,91513F-HRTimeline
TigerOak Management, L.L.C.22,761$7.45M2.09%+8613F-HRTimeline
Kentucky Trust Co22,724$7.44M3.58%+1,30013F-HRTimeline
Curbstone Financial Management Corp22,720$7.44M1.27%+1,30013F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …22,707$7.43M0.45%+1113F-HRTimelineGroup
Silvant Capital Management LLC22,697$7.43M0.22%013F-HRTimeline
Gradient Capital Advisors, LLC22,691$7.43M1.72%+1913F-HRTimeline
Ramirez Asset Management, Inc.22,689$7.43M0.77%-413F-HRTimeline
Concentric Capital Strategies, LP22,684$7.43M0.46%+16,14213F-HRTimeline
Royal Capital Wealth Management, LLC22,671$7.42M4.17%+5913F-HRTimeline
SAX WEALTH ADVISORS, LLC25,214$7.42M0.3%+2,97913F-HRTimeline
Town & Country Bank & Trust CO dba Firs…22,655$7.42M2.31%-1,23413F-HRTimeline
Fragasso Financial Advisors Inc22,558$7.38M0.39%+28713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…22,544$7.38M0.2%-47913F-HRTimeline
Markowski Investments22,514$7.37M1.62%13F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC22,500$7.36M1.34%+4,19313F-HRTimelineGroup
NatWest Group plcin group NatWest Group plc22,476$7.36M1.31%-1413F-HRTimelineGroup
Cohen Investment Advisors LLC22,444$7.35M3.29%-40313F-HRTimeline
Entropy Technologies, LP22,416$7.34M0.29%new13F-HRTimeline
Norway Savings Bank22,415$7.34M3.08%-38813F-HRTimeline
Mathes Company, Inc.22,388$7.33M2.28%-1313F-HRTimeline
SOA Wealth Advisors, LLC.32,007$7.29M1.23%-11,29913F-HRTimeline
Catherine Avery Investment Management L…22,241$7.28M3.18%-4213F-HRTimeline
Bell Bank22,218$7.27M0.28%+1,51713F-HRTimeline
Sterling Investment Advisors, Ltd.22,209$7.27M1.21%-1,03813F-HRTimeline
HARBOR ADVISORY CORP /MA/22,192$7.26M1.94%-89413F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC22,180$7.26M1.64%+66213F-HRTimeline
Archford Capital Strategies, LLC22,153$7.25M0.73%-5,94113F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y22,136$7.25M5.28%+38013F-HRTimelineGroup
Peachtree Investment Partners, LLC22,114$7.24M2.32%-13813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…22,096$7.23M0.6%-59513F-HRTimelineGroup
Marest Capital, LLC22,050$7.22M3.59%+10313F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC22,000$7.2M1.44%013F-HRTimeline
LOM Asset Management Ltd21,938$7.18M1.86%+17813F-HRTimeline
NCM Capital Management, LLC21,937$7.18M2.21%+45213F-HRTimeline
Hillsdale Investment Management Inc.21,922$7.18M0.16%-9,21013F-HRTimeline
Daniel Investment Group, Inc.21,906$7.17M4.25%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.21,894$7.17M2.59%+20013F-HRTimeline
Scissortail Wealth Management, LLC21,868$7.16M1.38%-1,57613F-HRTimeline
Perkins Coie Trust Co21,810$7.14M1.18%-1,21213F-HRTimeline
DOLIVER ADVISORS, LP21,802$7.14M1.62%-2513F-HRTimeline
Strategic Investment Advisors / MI21,785$7.13M0.43%-57513F-HRTimeline
DOVER ADVISORS, LLC22,128$7.13M2.92%+28313F-HRTimeline
VeraBank, N.A.21,765$7.12M1.18%-41813F-HRTimeline
Columbia Bank21,731$7.11M1.6%+52813F-HRTimeline
Providence Wealth Advisors, LLC21,242$7.11M4.19%+36413F-HRTimeline
Beaton Management Co. Inc.21,704$7.1M2.89%+14313F-HRTimeline
Abacus Planning Group, Inc.21,700$7.1M0.88%+16613F-HRTimeline
Financial Engines Advisors L.L.C.21,685$7.1M0.01%+27813F-HRTimeline
Huntleigh Advisors, Inc.21,618$7.08M0.99%+52313F-HRTimeline
Left Brain Wealth Management, LLC21,616$7.08M2.13%-2413F-HRTimeline
TRUE Private Wealth Advisors21,606$7.07M0.61%-81913F-HRTimeline
BRADY FAMILY WEALTH, LLC21,534$7.05M2.03%+1,12913F-HRTimeline
Missouri Trust & Investment Co20,032$7.05M1.91%+43413F-HRTimeline
O'ROURKE & COMPANY, Inc21,517$7.04M2.46%-16913F-HRTimeline
Cane Capital Partners, LLC21,510$7.04M2.83%-1,41113F-HRTimeline
Convergence Financial, LLC21,503$7.04M0.56%+10,18013F-HRTimeline
Pine Ridge Advisers LLC21,500$7.04M0.43%013F-HRTimeline
Consolidated Portfolio Review Corp21,500$7.04M0.59%013F-HRTimeline
Marks Group Wealth Management, Inc21,463$7.03M0.61%+66913F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC21,421$7.01M1.1%+28113F-HRTimeline
Finer Wealth Management, Inc.21,352$6.99M3.12%+18013F-HRTimeline
Eagle Capital Management, LLC21,312$6.98M2.38%-29713F-HRTimeline
Peloton Wealth Strategists21,285$6.97M2.58%-30013F-HRTimeline
AustralianSuper Pty Ltd21,257$6.96M0.03%-73,30313F-HRTimeline
Hunter Perkins Capital Management, LLC21,252$6.96M1.56%+1,96713F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC21,227$6.95M1.37%-70013F-HRTimeline
Aureus Asset Management, LLC21,189$6.94M0.42%+90713F-HRTimeline
Carrera Capital Advisors21,175$6.93M1.03%+17213F-HRTimeline
MARATHON CAPITAL MANAGEMENT21,166$6.93M1.4%+5413F-HRTimeline
Seascape Capital Management21,106$6.91M1.66%+1713F-HRTimeline
DELTA FINANCIAL ADVISORS LLC21,085$6.9M1.64%-413F-HRTimeline
Vertrix Wealth Management, LLC21,084$6.9M2.32%+9813F-HRTimeline
Carnegie Lake Advisors LLC21,064$6.89M2.57%-10013F-HRTimeline
Waldron Private Wealth LLC21,060$6.89M0.24%-36013F-HRTimeline
Wynn Capital, LLC21,051$6.89M3.08%-5813F-HRTimeline
BANK OF STOCKTON21,037$6.89M1.93%-69013F-HRTimeline
Alberta Investment Management Corp21,000$6.87M0.04%013F-HRTimeline
TMB Capital Partners, LLC20,995$6.87M2.14%-34413F-HRTimeline
TOWNSQUARE CAPITAL LLC20,982$6.87M1.26%+81013F-HRTimeline
Second Line Capital, LLC20,969$6.86M1.28%-65813F-HR/ATimeline
CAPITAL CITY TRUST CO/FL20,968$6.86M1.42%+61113F-HRTimeline
BKM Wealth Management, LLC20,960$6.86M2.43%+1,50513F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC20,945$6.86M6.99%-2,00213F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC20,934$6.85M1.7%-27413F-HRTimeline
Signet Investment Advisory Group, Inc.20,910$6.84M3.01%-16913F-HRTimeline
NOVEM GROUP20,907$6.84M0.69%+1813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,882$6.84M0.12%-3,72513F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC20,798$6.81M0.64%+1,19313F-HRTimelineGroup
Advyzon Investment Management, LLC20,794$6.81M0.49%+2,99213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE20,790$6.81M1.47%+2,09313F-HRTimeline
GRANDFIELD & DODD, LLC20,774$6.8M0.36%+3013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC20,738$6.79M1.15%-24313F-HRTimeline
Hudock, Inc.20,732$6.79M0.87%-1,26213F-HRTimeline
Souders Financial Advisors20,730$6.79M0.68%-9513F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC20,695$6.77M1.55%+14513F-HRTimeline
Perpetual Ltdin group Perpetual Ltd20,652$6.76M0.1%+4,55513F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.20,642$6.76M0.39%+14613F-HRTimelineGroup
SBI Securities Co., Ltd.20,636$6.75M0.15%-1,25213F-HRTimeline
Aspen Investment Management Inc20,540$6.72M1.81%+3613F-HRTimeline
Asset One Wealth Management LLC19,371$6.72M0.71%+94813F-HRTimeline
WASATCH ADVISORS LP20,510$6.71M0.04%-16413F-HRTimeline
Advisory Alpha, LLC20,476$6.7M0.16%+6,91013F-HRTimeline