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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
LEE DANNER & BASS INC25,865$7.5M0.58%-1,72213F-HRTimeline
CX Institutional25,830$7.49M0.26%+1,22013F-HR/ATimeline
AM INVESTMENT STRATEGIES LLC25,786$7.47M1.76%-27413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC25,739$7.46M3.32%+5,93113F-HRTimeline
JERICHO FINANCIAL, LLP25,730$7.46M4.92%-37213F-HRTimeline
L. Roy Papp & Associates, LLP25,719$7.46M0.89%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC25,649$7.44M1.83%+5013F-HRTimeline
Moloney Securities Asset Management, LLC25,614$7.43M0.92%+3,14213F-HRTimeline
Investment Research & Advisory Group, I…25,608$7.42M2.77%+14713F-HRTimeline
Premier Path Wealth Partners, LLC25,508$7.4M1.03%+1,06013F-HRTimeline
RKL Wealth Management LLC25,473$7.38M0.65%+1713F-HRTimeline
BFSG, LLC25,436$7.37M0.82%-21013F-HRTimeline
Saranac Partners Ltd25,351$7.35M3.9%-28413F-HRTimeline
NWAM LLC24,767$7.31M0.42%+4,69713F-HR/ATimeline
Midwest Professional Planners, LTD.25,212$7.31M1.92%+18513F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV25,116$7.28M1.5%+1513F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y25,091$7.27M7.12%+2,44613F-HRTimelineGroup
Atlas Brown,Inc.25,034$7.26M2.33%+14413F-HRTimeline
Roberts Wealth Advisors, LLC25,012$7.25M2.08%+15113F-HRTimeline
Eos Management, L.P.25,000$7.25M3.14%013F-HRTimeline
Athena Investment Management24,925$7.23M4.04%-26613F-HRTimeline
Peloton Wealth Strategists24,925$7.23M2.9%-40013F-HRTimeline
Brentview Investment Management LLC24,924$7.23M3.65%-45013F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.24,902$7.22M4.49%-61413F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP24,901$7.22M1.93%-1,14013F-HRTimelineGroup
Granite Bay Wealth Management, LLC24,843$7.2M2.31%-4213F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC24,831$7.2M3.61%-2013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC24,792$7.19M0.85%-2,00013F-HRTimeline
Quantitative Investment Management, LLC24,775$7.18M0.96%+15,30513F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/24,772$7.18M5.19%-21213F-HRTimeline
Baader Bank Aktiengesellschaft25,090$7.15M0.62%-3,93113F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA24,648$7.15M1.73%+3513F-HRTimeline
CIM INVESTMENT MANAGEMENT INC26,916$7.14M1.36%+13,15613F-HRTimeline
Gilliland Jeter Wealth Management LLC24,586$7.13M2.32%-20713F-HRTimeline
Walter Public Investments Inc.24,547$7.12M1.21%-33,77713F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC24,494$7.1M2.44%+6,48113F-HRTimeline
Malaga Cove Capital, LLC24,478$7.1M2.79%-71313F-HRTimeline
TRUST POINT INC.24,421$7.08M0.67%+2,43213F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC23,917$7.08M4.87%-1213F-HRTimeline
Fragasso Financial Advisors Inc24,348$7.06M0.48%+1,54313F-HRTimeline
Clarius Group, LLC24,335$7.06M0.41%-40213F-HRTimeline
ASPIRIANT, LLC24,330$7.05M0.22%-1,92313F-HRTimeline
SeaCrest Wealth Management, LLC24,323$7.05M0.77%-4,75713F-HRTimeline
1834 INVESTMENT ADVISORS CO24,319$7.05M0.89%-12113F-HRTimeline
S&CO INC24,318$7.05M0.45%-11213F-HRTimeline
Sterling Investment Advisors, Ltd.24,317$7.05M1.55%+28413F-HRTimeline
Gradient Capital Advisors, LLC24,274$7.04M2.08%+24513F-HRTimeline
Sunbelt Securities, Inc.29,349$7.04M0.62%+3,78313F-HRTimeline
ICON ADVISERS INC/CO24,237$7.03M1.6%013F-HRTimeline
Winch Advisory Services, LLC24,192$7.01M1.71%-12013F-HRTimeline
Greenfield Savings Bank24,152$7M3.18%+10113F-HRTimeline
Harbor Advisors LLC24,148$7M1.15%013F-HRTimeline
OPTIMAS CAPITAL Ltd24,100$6.99M7.37%+92913F-HRTimeline
Shoker Investment Counsel, Inc.24,037$6.97M2.18%-17313F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.24,023$6.96M4.23%+27013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…24,014$6.96M3.11%-6513F-HRTimeline
Mechanics Financial Corp24,003$6.96M2.96%+6513F-HRTimeline
Bretton Capital Management, LLC24,000$6.96M6.28%013F-HRTimeline
MORTON COMMUNITY BANK23,967$6.95M1.73%+7013F-HRTimeline
Ausdal Financial Partners, Inc.23,965$6.95M0.46%+1,34313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…23,890$6.93M0.95%013F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC23,882$6.92M0.64%-3,14713F-HRTimeline
Ethos Financial Group, LLC23,875$6.92M0.6%+46413F-HRTimeline
Hudson Capital Management LLC23,764$6.89M1.95%-15613F-HRTimeline
Blue Edge Capital, LLC23,763$6.89M1.02%+5813F-HRTimeline
Portfolio Design Labs, LLC23,758$6.89M1.35%+6,38713F-HRTimeline
Pavion Blue Capital, LLC23,746$6.88M3.06%+82713F-HRTimeline
Connecticut Wealth Management, LLC23,671$6.86M0.33%-4813F-HRTimeline
Symphony Financial, Ltd. Co.26,836$6.86M0.9%+18,11513F-HR/ATimeline
NOVEM GROUP23,621$6.85M0.87%+2513F-HRTimeline
Formidable Asset Management, LLC27,905$6.85M1.14%-6713F-HRTimeline
VeraBank, N.A.23,515$6.82M1.37%+3,10213F-HRTimeline
MONETTA FINANCIAL SERVICES INC23,500$6.81M4.95%013F-HRTimeline
AlphaStar Capital Management, LLC23,442$6.8M0.48%+58913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,416$6.79M0.16%+1,90913F-HRTimelineGroup
TRUE Private Wealth Advisors23,354$6.77M0.76%-98613F-HRTimeline
Arlington Financial Advisors, LLC23,351$6.77M1.11%-1,67613F-HRTimeline
Signet Investment Advisory Group, Inc.23,327$6.76M3.47%-10113F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN23,300$6.75M1.91%+40013F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC23,281$6.75M1.2%-40713F-HRTimeline
Rockport Wealth LLC23,244$6.74M1.56%new13F-HRTimeline
Key Financial Inc23,233$6.74M1.36%-2013F-HRTimeline
DOVER ADVISORS, LLC23,176$6.72M2.96%-3,31513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC23,171$6.72M0.37%-24913F-HRTimeline
BANK OF STOCKTON23,014$6.67M1.99%-24113F-HRTimeline
Enhancing Capital LLC23,000$6.67M5.08%013F-HRTimeline
Leelyn Smith, LLC22,982$6.66M1.09%-62113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC22,980$6.66M1.88%+38913F-HRTimeline
O'ROURKE & COMPANY, Inc22,963$6.66M3.11%-33413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV22,918$6.64M0.33%+11,47013F-HRTimeline
Perkins Coie Trust Co22,897$6.64M1.13%-11413F-HRTimeline
AGP FRANKLIN, LLC22,882$6.63M3.51%+29313F-HRTimeline
K.J. Harrison & Partners Inc22,835$6.62M1.1%-13,00013F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …22,797$6.61M0.44%+63513F-HRTimelineGroup
Waldron Private Wealth LLC22,796$6.61M0.29%-69213F-HRTimeline
GRANDFIELD & DODD, LLC22,746$6.59M0.39%+47813F-HRTimeline
NCM Capital Management, LLC22,710$6.58M2.7%+5113F-HRTimeline
SOA Wealth Advisors, LLC.43,706$6.56M1.23%-72513F-HRTimeline
Triangle Securities Wealth Management22,631$6.56M1.61%-3,70913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Wealth Management, LLC22,612$6.56M0.4%-5913F-HRTimeline
Cohen Investment Advisors LLC22,612$6.56M3.42%+37713F-HRTimeline
Kentucky Trust Co22,597$6.55M3.76%-12013F-HRTimeline
Hunter Perkins Capital Management, LLC22,594$6.55M1.55%+4513F-HRTimeline
TigerOak Management, L.L.C.22,591$6.55M2.24%+96313F-HRTimeline
Second Line Capital, LLC22,591$6.55M1.52%+28313F-HRTimeline
ExodusPoint Capital Management, LP22,572$6.54M0.08%-117,28613F-HRTimeline
Slagle Financial, LLC22,550$6.54M2.63%+61513F-HRTimeline
Columbia Bank23,109$6.53M1.99%-1,11013F-HRTimeline
IMA Advisory Services, Inc.22,496$6.52M0.7%+21613F-HRTimeline
Apella Capital, LLC22,284$6.51M0.18%+9,58813F-HRTimeline
REGATTA CAPITAL GROUP, LLC22,424$6.5M1.12%+29213F-HRTimeline
Ramirez Asset Management, Inc.22,415$6.5M0.98%+7,07113F-HRTimeline
Wynn Capital, LLC22,392$6.49M3.46%-18213F-HRTimeline
Family Manage LLC22,375$6.49M0.99%-15113F-HRTimeline
CHILTON INVESTMENT CO INC.22,355$6.48M0.14%+2,41413F-HRTimeline
Intrepid Financial Planning Group LLC22,351$6.48M2.72%+8213F-HRTimeline
Peachtree Investment Partners, LLC22,323$6.47M2.47%+2,28113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,313$6.47M0.76%-7513F-HRTimeline
WealthPLAN Partners, LLC22,195$6.43M1.04%-3,05213F-HRTimeline
ADIRONDACK TRUST CO22,170$6.43M2.33%-9713F-HRTimeline
Legacy CG, LLC22,141$6.42M1.91%-32913F-HRTimeline
WD RUTHERFORD LLC22,134$6.42M2.95%-75013F-HRTimeline
Curbstone Financial Management Corp22,118$6.41M1.32%+40113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV22,113$6.41M1.21%-37513F-HRTimeline
X-Square Capital, LLC22,100$6.41M2.3%-9913F-HRTimeline
JT Stratford LLC22,072$6.4M0.97%+28313F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC22,057$6.39M0.46%-80713F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC22,035$6.39M1.9%-1,01413F-HRTimeline
Mathes Company, Inc.22,011$6.38M2.37%-1,14713F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC22,000$6.38M1.71%-55013F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC22,000$6.38M1.29%013F-HRTimeline
Cassaday & Co Wealth Management LLC21,975$6.37M0.16%+21313F-HRTimeline
Beaton Management Co. Inc.21,967$6.37M3.11%013F-HRTimeline
Royal Capital Wealth Management, LLC21,946$6.36M4.23%+813F-HRTimeline
Norway Savings Bank21,920$6.35M3.26%-18313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC21,916$6.35M1.28%-32913F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY21,892$6.35M1.32%013F-HRTimeline
Eagle Capital Management, LLC21,857$6.34M2.79%+113F-HRTimeline
Hudock, Inc.21,808$6.32M1.02%+3113F-HRTimeline
Altrius Capital Management Inc21,807$6.32M1.48%-39313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.21,788$6.32M1.68%+30013F-HRTimeline
Blume Capital Management, Inc.21,744$6.3M1.28%-23113F-HRTimeline
InvesTrust21,739$6.3M2.43%-19,77513F-HRTimeline
PINKERTON WEALTH, LLC21,725$6.3M0.75%-48213F-HRTimeline
Diversified Enterprises, LLC21,713$6.29M0.47%-25813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.21,706$6.29M0.45%-32213F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC21,695$6.29M2.27%+61213F-HRTimeline
Seascape Capital Management21,676$6.28M1.98%-92213F-HRTimeline
SBI Securities Co., Ltd.21,646$6.28M0.18%-1,68613F-HRTimeline
Aaron Wealth Advisors LLC21,619$6.27M0.64%+1,42813F-HRTimeline
Brooklyn Investment Group48,266$6.24M0.82%+22,75713F-HR/ATimeline
River Street Advisors LLC21,505$6.23M2.69%+25813F-HRTimeline
Pine Ridge Advisers LLC21,500$6.23M0.4%013F-HRTimeline
LOM Asset Management Ltd21,482$6.23M2.11%13F-HR/ATimeline
Abacus Planning Group, Inc.21,414$6.21M0.92%-9113F-HR/ATimeline
Kera Capital Partners, Inc.21,388$6.2M1.22%+1,53413F-HRTimeline
Souders Financial Advisors21,320$6.18M0.79%-1,37413F-HRTimeline
MARATHON CAPITAL MANAGEMENT21,276$6.17M1.57%-40013F-HRTimeline
VISTA INVESTMENT MANAGEMENT21,269$6.17M2.29%-12913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.21,236$6.16M2.91%-96313F-HRTimeline
Coastline Trust Co21,225$6.15M0.7%-25613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WITTENBERG INVESTMENT MANAGEMENT, INC.21,220$6.15M2.69%-70013F-HRTimeline
MUFG Securities EMEA plc21,212$6.15M0.28%+8,21313F-HR/ATimeline
Carnegie Lake Advisors LLC21,174$6.14M2.43%-28113F-HRTimeline
Finer Wealth Management, Inc.21,137$6.13M3.28%+35713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…21,106$6.12M1.71%-34413F-HRTimelineGroup
First Pacific Financial21,104$6.12M0.9%+17,75513F-HRTimeline
SYCOMORE ASSET MANAGEMENT29,164$6.12M0.95%013F-HRTimeline
Trinity Legacy Partners, LLC21,394$6.11M1.49%+13113F-HRTimeline
Pacifica Partners Inc.21,276$6.11M2.48%-32913F-HRTimeline
MATHER GROUP, LLC.20,997$6.09M0.07%+7913F-HRTimeline
Bison Wealth, LLC21,176$6.09M0.48%+2,16913F-HRTimeline
Knott David M Jr20,985$6.08M2.76%013F-HRTimeline
Fire Capital Management LLC20,966$6.08M3.86%+3213F-HRTimeline
Pines Wealth Management, LLC20,525$6.08M2.15%+45413F-HRTimeline
EPG Wealth Management LLC20,946$6.07M1.82%-2,51513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…20,930$6.07M0.78%-4,63513F-HRTimeline
CONNABLE OFFICE INC20,910$6.06M0.6%-85513F-HRTimeline
HAMEL ASSOCIATES, INC.20,902$6.06M2.05%-1,12513F-HRTimeline
CenterBook Partners LP20,900$6.06M0.34%new13F-HRTimeline
NORDEN GROUP LLC20,892$6.06M0.66%-27513F-HRTimeline
QV Investors Inc.20,835$6.04M0.59%+14013F-HRTimeline
Banco de Sabadell, S.A20,825$6.04M4.18%-3113F-HRTimeline
Providence Wealth Advisors, LLC20,900$6.03M4.14%+13813F-HRTimeline
SOL Capital Management CO20,794$6.03M0.58%-18313F-HRTimeline
Bell Bank20,785$6.03M0.28%+2,03613F-HRTimeline
Andrew Hill Investment Advisors, Inc.20,760$6.02M4.84%-2313F-HRTimeline
SGL Investment Advisors, Inc.21,263$6.01M2.86%+26813F-HRTimeline
SAX WEALTH ADVISORS, LLC20,729$6.01M0.36%+1,43413F-HRTimeline
Howard Capital Management, LLC20,727$6.01M0.09%-1,55013F-HRTimeline
Zullo Investment Group, Inc.20,718$6.01M2.44%+6513F-HRTimeline
Accredited Investors Inc.20,705$6M0.35%+12313F-HRTimeline
Main Street Financial Solutions, LLC20,686$6M0.44%+3,81813F-HRTimeline
Klingman & Associates, LLC20,662$5.99M0.33%+1,31513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP20,579$5.97M0.01%-67913F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC20,536$5.95M0.65%+46613F-HRTimeline
Town & Country Bank & Trust CO dba Firs…20,531$5.95M2.2%+3,99413F-HRTimeline
Beaumont Financial Advisors, LLC20,511$5.95M0.43%-30613F-HRTimeline
WILKINS INVESTMENT COUNSEL INC20,485$5.94M0.84%-1,08513F-HRTimeline
Newman Dignan & Sheerar, Inc.20,399$5.91M1.36%-1,59013F-HRTimeline