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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
Howard Capital Management, LLC25,784$8.31M0.11%+3,97613F-HRTimeline
WRIGHT INVESTORS SERVICE INC25,756$8.3M2.49%-2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JERICHO FINANCIAL, LLP25,742$8.29M5%-6513F-HRTimeline
Mattern Wealth Management LLC25,733$8.29M1.6%+35413F-HRTimeline
Aprio Wealth Management, LLC25,709$8.28M0.48%+7,81213F-HRTimeline
Strategic Blueprint, LLC25,708$8.28M0.49%-6,11013F-HRTimeline
SG Trading Solutions, LLC25,665$8.27M1.92%13F-HRTimeline
Bowman & Co S.C.25,650$8.27M3.48%-15213F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/25,622$8.26M0.55%-38313F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV25,593$8.25M1.59%+17213F-HRTimeline
Town & Country Bank & Trust CO dba Firs…25,569$8.24M2.77%+5,19313F-HRTimeline
ADVISORTRUST PARTNERS, LLC25,541$8.23M3.62%13F-HRTimeline
Family Legacy, Inc.25,516$8.22M2.46%-15213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…25,457$8.2M0.02%-43913F-HRTimeline
Skylands Capital, LLC25,450$8.2M1.11%-5513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp25,415$8.19M0.82%-61013F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC25,255$8.14M0.68%+1,35413F-HRTimeline
Old Port Advisors25,252$8.14M2%-20013F-HRTimeline
Leonteq Securities AG25,205$8.12M0.43%-12,78313F-HRTimeline
StrongBox Wealth, LLC25,187$8.12M2.67%+19913F-HRTimeline
Northwest Bancshares, Inc.25,124$8.1M1.56%-3,62413F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC25,118$8.09M3.04%new13F-HRTimeline
S-Bank Fund Management Ltd25,104$8.09M1.05%-3,29413F-HRTimeline
RKL Wealth Management LLC25,089$8.08M0.66%+77913F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC25,084$8.08M0.87%-11,74613F-HRTimeline
Sagewood Asset Management LP25,034$8.07M2.86%13F-HRTimeline
Eos Management, L.P.25,000$8.06M3.14%013F-HR/ATimeline
Marex Group Ltdin group Marex Group Ltd24,985$8.05M0.09%-7,47313F-HRTimelineGroup
Midwest Professional Planners, LTD.24,970$8.05M1.91%-15013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…24,940$8.04M3.15%+28113F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC24,913$8.03M2.43%+6,39013F-HRTimeline
Triangle Securities Wealth Management24,910$8.03M1.69%-91213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ethos Financial Group, LLC24,894$8.02M0.59%+1,19513F-HRTimeline
Strategic Financial Services, Inc.24,850$8.01M0.37%-1,11913F-HRTimeline
Scott & Selber, Inc.24,830$8M2.01%-65613F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC24,807$7.99M3.51%-2413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.24,781$7.98M1.97%+2,69713F-HRTimeline
ASPIRIANT, LLC24,769$7.98M0.23%+1,74113F-HRTimeline
IBEX WEALTH ADVISORS24,724$7.97M0.78%+16,03213F-HRTimeline
McKinley Carter Wealth Services, Inc.24,703$7.96M0.44%-2,22313F-HRTimeline
NORDEN GROUP LLC24,589$7.92M0.78%+2,56213F-HRTimeline
Edgestream Partners, L.P.24,562$7.91M0.22%+17,29813F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC24,539$7.91M1.61%-1,60813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,401$7.86M0.16%+62813F-HRTimelineGroup
Sterling Investment Advisors, Ltd.24,392$7.86M1.45%+28413F-HRTimeline
AMICA MUTUAL INSURANCE CO24,345$7.84M0.68%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC24,335$7.84M4.41%-2,80013F-HRTimeline
Athena Investment Management24,278$7.82M4.01%-18813F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/24,261$7.82M5.26%-9613F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC24,244$7.81M2.68%-1,03713F-HRTimeline
Crystal Rock Capital Management24,243$7.81M4.13%-50013F-HRTimeline
MONETARY MANAGEMENT GROUP INC24,225$7.81M1.8%-1,48913F-HRTimeline
GFS Advisors, LLC24,149$7.78M0.92%-4,73913F-HRTimeline
Harbor Advisors LLC24,148$7.78M1.17%013F-HRTimeline
Winch Advisory Services, LLC24,146$7.78M1.72%-33913F-HRTimeline
Symphony Financial, Ltd. Co.24,046$7.77M1.04%-6,21913F-HRTimeline
PATTON FUND MANAGEMENT, INC.24,123$7.77M1.04%+12,33113F-HRTimeline
Atlas Brown,Inc.24,092$7.76M2.31%-87613F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.24,084$7.76M4.25%-28113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC24,013$7.74M0.62%+3,51613F-HRTimelineGroup
Cherokee Insurance Co24,010$7.74M3.14%013F-HRTimeline
Bretton Capital Management, LLC24,000$7.73M6.47%013F-HRTimeline
SAX WEALTH ADVISORS, LLC23,986$7.73M0.36%+2,77213F-HRTimeline
ARVEST INVESTMENTS, INC.23,947$7.72M1.08%-74113F-HRTimeline
S&CO INC23,935$7.71M0.48%-6013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…23,816$7.68M0.27%+3,28813F-HRTimeline
KKM Financial LLC23,826$7.68M1.36%+2,88413F-HRTimeline
Ramirez Asset Management, Inc.23,765$7.66M1.01%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC23,699$7.64M4.78%-22113F-HRTimeline
1834 INVESTMENT ADVISORS CO23,682$7.63M0.96%-60213F-HRTimeline
ICON ADVISERS INC/CO23,680$7.63M1.65%-55713F-HRTimeline
Evergreen Private Wealth LLC23,633$7.62M3%-3,39713F-HRTimeline
Martin Capital Partners, LLC23,614$7.61M2.86%-19113F-HRTimeline
Gilliland Jeter Wealth Management LLC23,568$7.59M2.3%-24213F-HRTimeline
Greenfield Savings Bank23,526$7.58M3.19%-17613F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA23,509$7.57M1.75%-85413F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.23,468$7.56M4.42%-19413F-HRTimeline
Pavion Blue Capital, LLC23,464$7.56M3.14%-12213F-HRTimeline
Family Manage LLC23,457$7.56M0.96%+90713F-HRTimeline
Cornerstone Wealth Management, LLC23,456$7.56M0.39%+35213F-HRTimeline
Arlington Financial Advisors, LLC23,436$7.55M1.08%-6413F-HRTimeline
Nan Shan Life Insurance Co., Ltd.23,414$7.54M0.23%-27,01013F-HRTimeline
Mechanics Financial Corp23,390$7.54M2.78%-5813F-HRTimeline
Caliber Wealth Management, LLC / KS23,380$7.53M0.81%-55713F-HRTimeline
Third View Private Wealth, LLC23,348$7.52M1.01%13F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding23,342$7.52M+5,867Timeline
Portfolio Design Labs, LLC23,324$7.52M1.24%+54013F-HRTimeline
Shoker Investment Counsel, Inc.23,314$7.51M2.2%-66013F-HRTimeline
VeraBank, N.A.23,316$7.51M1.37%-17313F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN23,300$7.51M2.04%013F-HRTimelineGroup
Slagle Financial, LLC23,233$7.49M2.61%+27513F-HRTimeline
AGP FRANKLIN, LLC23,221$7.48M3.51%-40813F-HRTimeline
Malaga Cove Capital, LLC23,221$7.48M2.59%-1,06613F-HRTimeline
Rockport Wealth LLC23,184$7.47M1.45%013F-HRTimeline
Peloton Wealth Strategists23,160$7.46M2.89%-1,55013F-HRTimeline
Gradient Capital Advisors, LLC23,124$7.45M1.92%-85413F-HRTimeline
Roberts Wealth Advisors, LLC23,096$7.44M1.94%-1,38513F-HRTimeline
Blue Edge Capital, LLC23,076$7.44M0.99%+36013F-HRTimeline
National Philanthropic Trust23,032$7.42M0.07%+7,22713F-HRTimeline
Benin Management CORP23,006$7.41M1.65%+4,15913F-HRTimeline
Enhancing Capital LLC23,000$7.41M5.3%013F-HRTimeline
Peachtree Investment Partners, LLC22,986$7.41M2.46%+2013F-HRTimeline
Norway Savings Bank22,951$7.4M3.42%+87713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC22,884$7.37M0.77%-1,90813F-HRTimeline
Silvant Capital Management LLC22,865$7.37M0.25%013F-HRTimeline
Cohen Investment Advisors LLC22,859$7.37M3.39%-2013F-HRTimeline
Everhart Financial Group, Inc.22,843$7.36M0.68%-5,84613F-HRTimeline
Hudson Capital Management LLC22,839$7.36M1.85%-63113F-HRTimeline
BANK OF STOCKTON22,821$7.35M2.1%-33413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP22,739$7.33M0.01%+2,48013F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC22,733$7.33M1.11%-19913F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …22,733$7.33M0.46%-6413F-HRTimelineGroup
L2 Asset Management, LLC22,660$7.3M0.98%-5,64713F-HRTimeline
Second Line Capital, LLC22,645$7.3M1.5%+10813F-HRTimeline
TigerOak Management, L.L.C.22,627$7.29M2.22%+5713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…22,596$7.28M0.7%-10,57513F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY22,592$7.28M1.54%+60013F-HRTimeline
Headlands Technologies LLC22,575$7.27M0.61%new13F-HRTimeline
SBI Securities Co., Ltd.22,565$7.27M0.19%+2,83613F-HRTimeline
Royal Capital Wealth Management, LLC22,552$7.27M4.29%+6013F-HRTimeline
Columbia Bank22,540$7.26M2.02%-56813F-HRTimeline
DOVER ADVISORS, LLC22,520$7.26M2.81%-64913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC22,426$7.23M0.04%+18713F-HRTimelineGroup
SOA Wealth Advisors, LLC.43,477$7.22M1.22%-23113F-HRTimeline
WealthPLAN Partners, LLC22,375$7.21M1.08%-95313F-HRTimeline
Financial Engines Advisors L.L.C.22,351$7.2M0.01%-61313F-HRTimeline
Perkins Coie Trust Co22,304$7.19M1.34%+19713F-HRTimeline
O'ROURKE & COMPANY, Inc22,295$7.18M2.79%-1713F-HRTimeline
MATHER GROUP, LLC.22,206$7.16M0.07%+77613F-HRTimeline
Intrepid Financial Planning Group LLC22,193$7.15M2.72%-713F-HRTimeline
Curbstone Financial Management Corp22,184$7.15M1.37%+48813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC22,183$7.15M0.8%+1,72013F-HRTimeline
Apella Capital, LLC22,180$7.15M0.14%-90913F-HRTimeline
MORTON COMMUNITY BANK23,350$7.14M1.54%-35313F-HRTimeline
SeaCrest Wealth Management, LLC21,767$7.12M0.72%-88113F-HRTimeline
TRUE Private Wealth Advisors22,080$7.11M0.71%+3713F-HRTimeline
Mathes Company, Inc.22,071$7.11M2.54%+21013F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y22,056$7.11M6.41%-2,92913F-HRTimelineGroup
BRIGHT ROCK CAPITAL MANAGEMENT, LLC22,000$7.09M1.39%013F-HRTimeline
Ulysses Management LLC22,000$7.09M1.86%+9,00013F-HRTimeline
Cane Capital Partners, LLC21,923$7.06M2.96%13F-HRTimeline
Providence Wealth Advisors, LLC20,921$7.04M4.4%+4313F-HRTimeline
Andrew Hill Investment Advisors, Inc.21,835$7.04M5.36%+1,48813F-HRTimeline
Hudock, Inc.21,819$7.03M1.04%+3513F-HRTimeline
X-Square Capital, LLC21,819$7.03M2.3%-47413F-HRTimeline
LOM Asset Management Ltd21,810$7.03M2.04%-12313F-HRTimeline
Beaton Management Co. Inc.21,806$7.03M3.1%-26113F-HRTimeline
GRANDFIELD & DODD, LLC21,797$7.02M0.4%-92513F-HRTimeline
Trinity Legacy Partners, LLC21,792$7.02M1.61%+15913F-HRTimeline
ADIRONDACK TRUST CO21,741$7.01M2.3%-29513F-HRTimeline
Fragasso Financial Advisors Inc21,697$6.99M0.42%-52113F-HRTimeline
WD RUTHERFORD LLC21,683$6.99M2.92%-20113F-HRTimeline
PINKERTON WEALTH, LLC21,675$6.98M0.72%-56313F-HRTimeline
NCM Capital Management, LLC21,674$6.98M2.59%-72013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC21,625$6.97M1.13%-23213F-HRTimeline
TRUST POINT INC.21,617$6.97M0.55%-28113F-HRTimeline
IMA Advisory Services, Inc.21,614$6.96M0.67%-60613F-HRTimeline
Eagle Capital Management, LLC21,599$6.96M2.53%-18313F-HRTimeline
Key Financial Inc21,595$6.96M1.27%+49313F-HRTimeline
Finer Wealth Management, Inc.21,591$6.96M3.37%+38813F-HRTimeline
MCF Advisors LLC21,559$6.95M0.38%+8,61713F-HRTimeline
Leelyn Smith, LLC21,536$6.94M1%-62013F-HRTimeline
Pine Ridge Advisers LLC21,500$6.93M0.48%013F-HRTimeline
Consolidated Portfolio Review Corp21,500$6.93M0.6%+10,76813F-HRTimeline
Cambria Investment Management, L.P.21,495$6.93M0.4%+6,02613F-HRTimeline
Kentucky Trust Co21,486$6.92M3.67%-31513F-HRTimeline
Joseph Group Capital Management21,379$6.89M1.81%+59813F-HRTimeline
CONNABLE OFFICE INC21,343$6.88M0.63%-16613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC21,340$6.88M0.09%-13,56913F-HRTimelineGroup
Wynn Capital, LLC21,284$6.86M3.33%-1,17213F-HRTimeline
River Street Advisors LLC21,244$6.85M2.57%-4813F-HRTimeline
MARATHON CAPITAL MANAGEMENT21,199$6.83M1.47%-4513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC21,169$6.82M1.25%-37013F-HRTimeline
Zhang Financial LLC21,163$6.82M0.25%+1,19513F-HRTimeline
United Advisor Group, LLC21,156$6.82M0.88%+25813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC21,130$6.81M0.92%+10613F-HRTimeline
Pacifica Partners Inc.20,901$6.8M3.02%-39113F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC21,107$6.8M2.68%13F-HRTimeline
Abacus Planning Group, Inc.21,094$6.8M0.9%-24613F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC21,091$6.8M1.84%-14313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT21,071$6.79M0.75%-91613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.21,055$6.78M0.43%-63913F-HRTimelineGroup
Fire Capital Management LLC21,051$6.78M3.38%+87413F-HRTimeline
Signet Investment Advisory Group, Inc.21,048$6.78M3.15%-1,58413F-HRTimeline
DELTA FINANCIAL ADVISORS LLC21,011$6.77M1.76%+1,77413F-HRTimeline
Accredited Investors Inc.20,998$6.77M0.36%+59913F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC20,940$6.75M1.66%-16813F-HRTimeline
Seascape Capital Management20,921$6.74M1.92%-86613F-HRTimeline
TMB Capital Partners, LLC20,913$6.74M2.3%13F-HRTimeline
Souders Financial Advisors20,827$6.71M0.77%+513F-HRTimeline
InvesTrust20,804$6.7M2.59%-86313F-HRTimeline
NOVEM GROUP20,781$6.7M0.78%-1,90613F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC20,761$6.69M1.73%+12513F-HRTimeline
SGL Investment Advisors, Inc.21,561$6.69M2.68%-67813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC20,750$6.69M1.2%+1,54313F-HRTimeline
Mach-1 Financial Group, LLC20,714$6.67M1.37%+19,47213F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC20,709$6.67M0.02%-9,39413F-HRTimeline
Avidian Wealth Enterprises, LLC20,691$6.67M0.24%-25413F-HRTimeline
NWAM LLC21,857$6.66M0.37%-2,81513F-HRTimeline
Carnegie Lake Advisors LLC20,670$6.66M2.54%-3913F-HRTimeline