JPM
JP Morgan Chase & Co. Common Stock
Listed by 31 members on their latest annual reports (47 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Kevin Hern OK-1 | Joint | Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) ST | $500,001 - $1,000,000 | June 25, 2026 filing 10075834, p. 16 |
| Gilbert Ray Cisneros, Jr. CA-31 | Member | 150 Main Street Trust ⇒ Bank of America ⇒ JP Morgan Chase & Co. (JPM) ST | $250,001 - $500,000 | August 13, 2026 filing 10074952, p. 20 |
| Katherine M. Clark MA-5 | Member | Judith S. Clark Irrevocable Trust ⇒ JP Morgan Chase & Co. (JPM) ST | $100,001 - $250,000 | May 15, 2026 filing 10075831, p. 3 |
| Scott Franklin FL-18 | Member | Fidelity Traditional IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $100,001 - $250,000 | August 10, 2026 filing 10077449, p. 9 |
| Kevin Hern OK-1 | Joint | Hern Family Foundation ⇒ JP Morgan Chase & Co. (JPM) ST | $100,001 - $250,000 | June 25, 2026 filing 10075834, p. 7 |
| Robert P. Bresnahan, Jr. PA-8 | Member | JP Morgan Brokerage Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $50,001 - $100,000 | August 13, 2026 filing 10075331, p. 14 |
| Thomas H. Kean, Jr. NJ-7 | Spouse | State Street Bank & Trust Co. SP ⇒ JP Morgan Chase & Co. (JPM) ST | $50,001 - $100,000 | August 13, 2026 filing 10075136, p. 11 |
| Mike Kelly PA-16 | Spouse | Victoria Kelly Trust ICA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $50,001 - $100,000 | August 13, 2026 filing 10075845, p. 5 |
| Laurel M. Lee FL-15 | Member | Charles Schwab Account LML ⇒ JP Morgan Chase & Co. (JPM) ST | $50,001 - $100,000 | August 13, 2026 filing 10081525, p. 3 |
| Laurel M. Lee FL-15 | Spouse | JP Morgan SEP ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $50,001 - $100,000 | August 13, 2026 filing 10081525, p. 5 |
| Kelly Morrison MN-3 | Member | Trust 1 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $50,001 - $100,000 | August 12, 2026 filing 10075173, p. 6 |
| Kelly Morrison MN-3 | Spouse | Trust 7 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $50,001 - $100,000 | August 12, 2026 filing 10075173, p. 15 |
| David J. Taylor OH-2 | Member | Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $50,001 - $100,000 | May 15, 2026 filing 10075596, p. 3 |
| Robert B. Aderholt AL-4 | Member | Robert B Aderholt - Individual TOD ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | August 13, 2026 filing 10078366, p. 8 |
| Joyce Beatty OH-3 | Member | JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | May 12, 2026 filing 10076774, p. 2 |
| Joyce Beatty OH-3 | Member | JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | May 12, 2026 filing 10076774, p. 2 |
| Cleo Fields LA-6 | Member | Morgan Stanley - E*TRADE #2 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | May 14, 2026 filing 10074378, p. 5 |
| Randy Fine FL-6 | Member | RAF IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | August 13, 2026 filing 10077599, p. 4 |
| Randy Fine FL-6 | Member | WLF IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | August 13, 2026 filing 10077599, p. 7 |
| Scott Franklin FL-18 | Member | Fidelity Roth IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | August 10, 2026 filing 10077449, p. 5 |
| Harriet M. Hageman WY | Spouse | RBC Wealth Management ⇒ IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | August 13, 2026 filing 10076067, p. 7 |
| Jonathan L. Jackson IL-1 | Joint | Morgan Stanley Trust Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | April 27, 2026 filing 10073351, p. 6 |
| Julie Johnson TX-32 | Joint | Merrill Lynch Tax Efficient Core ⇒ JP Morgan Chase & Co. (JPM) ST | $15,001 - $50,000 | August 13, 2026 filing 10075196, p. 24 |
| William R. Keating MA-9 | Member | Focus Partners IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | July 14, 2026 filing 10078334, p. 6 |
| Daniel Meuser PA-9 | Dependent child | Schwab DM Brokerage Account ⇒ JP Morgan Chase & Co. (JPM) ST | $15,001 - $50,000 | August 13, 2026 filing 10076074, p. 4 |
| Tim Moore NC-14 | Member | TradeWinds ⇒ JP Morgan Chase & Co. (JPM) ST | $15,001 - $50,000 | May 14, 2026 filing 10075481, p. 5 |
| Kelly Morrison MN-3 | Spouse | Trust 2 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | August 12, 2026 filing 10075173, p. 10 |
| Jared Moskowitz FL-23 | Member | Morgan Stanley Active Assets (1) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | August 13, 2026 filing 10074897, p. 9 |
| Deborah K. Ross NC-2 | Spouse | Fidelity IRA 2 ⇒ JP Morgan Chase & Co. (JPM) ST | $15,001 - $50,000 | May 11, 2026 filing 10074987, p. 3 |
| David J. Taylor OH-2 | Member | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $15,001 - $50,000 | May 15, 2026 filing 10075596, p. 6 |
| Cliff Bentz OR-2 | Spouse | JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | May 11, 2026 filing 10075533, p. 3 |
| Scott Franklin FL-18 | Spouse | Fidelity Roth IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | August 10, 2026 filing 10077449, p. 5 |
| Josh Gottheimer NJ-5 | Member | Wealthfront ⇒ JP Morgan Chase & Co. (JPM) ST | $1,001 - $15,000 | August 10, 2026 filing 10074410, p. 28 |
| Harriet M. Hageman WY | Spouse | RBC Wealth Management ⇒ RBC 4 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | August 13, 2026 filing 10076067, p. 17 |
| Jonathan L. Jackson IL-1 | Member | Morgan Stanley SEP IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | April 27, 2026 filing 10073351, p. 3 |
| Thomas H. Kean, Jr. NJ-7 | Member | Kean Family Partnership ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | August 13, 2026 filing 10075136, p. 4 |
| Julia Letlow LA-5 | Member | Merrill Lynch Investment Account #025 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | August 13, 2026 filing 10076014, p. 4 |
| Lucy McBath GA-6 | Spouse | Curtis - Fidelity Brokerage #2 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | September 11, 2026 filing 10074842, p. 8 |
| Lucy McBath GA-6 | Spouse | Curtis - Fidelity Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | September 11, 2026 filing 10074842, p. 21 |
| Lucy McBath GA-6 | Member | Lucy - Fidelity Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | September 11, 2026 filing 10074842, p. 34 |
| John J. McGuire III VA-5 | Spouse | Merrill Lynch SEP IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | August 3, 2026 filing 10075908, p. 4 |
| Jared Moskowitz FL-23 | Dependent child | Morgan Stanley Active Assets (5) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | August 13, 2026 filing 10074897, p. 15 |
| Jared Moskowitz FL-23 | Dependent child | Morgan Stanley Active Assets (6) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | August 13, 2026 filing 10074897, p. 19 |
| Michael A. Rulli OH-6 | Member | Merrill Lynch SIMPLE Managed Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | August 11, 2026 filing 10081567, p. 5 |
| Roger Williams TX-25 | Spouse | Charles Schwab 8826 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | August 11, 2026 filing 10076385, p. 3 |
| Robert J. Wittman VA-1 | Member | Morgan Stanley (JT) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | $1,001 - $15,000 | August 12, 2026 filing 10077609, p. 4 |
| Rick Larsen WA-2 | Member | Richard R Larsen IRA ⇒ JP Morgan Chase & Co. (JPM) ST | $1 - $1,000 | May 13, 2026 filing 10075151, p. 5 |
Not counted: 2 more members list it valued “None”, the category for no value at the end of the period: Greg Landsman, Jefferson Shreve.
How the count is made: see Most held.