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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,614 managers (4,677 13F filers) reported a position in JPM shares at 2025-03-31, 2,017,943,741 shares in all. 149 filers opened a position and 132 filers sold out during the quarter.

Managers
4,614
13F filers
4,677
New
149
Added
1,873
Reduced
2,142
Sold out
132
Shares held by filers
2,017,943,741

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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
BURKE STEPHEN Bdirector2026-10-14-30,000 G$0Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MATHER GROUP, LLC.20,918$5.13M0.06%+2,70513F-HRTimeline
Brookmont Capital Management20,897$5.13M2.89%-2,01313F-HRTimeline
Banco de Sabadell, S.A20,856$5.12M3.89%+2,88413F-HRTimeline
Massachusetts Wealth Management20,824$5.11M3.5%-67013F-HRTimeline
Beaumont Financial Advisors, LLC20,817$5.11M0.4%-5513F-HRTimeline
GILDER GAGNON HOWE & CO LLC20,807$5.1M0.07%-11113F-HRTimeline
Andrew Hill Investment Advisors, Inc.20,783$5.1M4.93%-3,81013F-HRTimeline
Finer Wealth Management, Inc.20,780$5.1M3.05%+34713F-HRTimeline
Octavia Wealth Advisors, LLC20,773$5.1M0.62%-2,53013F-HRTimeline
QV Investors Inc.20,695$5.08M0.51%-5,07013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC20,679$5.07M0.03%-91713F-HRTimelineGroup
True North Advisors, LLC20,659$5.07M0.9%-2,34413F-HRTimeline
Zullo Investment Group, Inc.20,653$5.07M2.17%+13813F-HRTimeline
DOLIVER ADVISORS, LP20,646$5.06M1.42%-27613F-HRTimeline
Accredited Investors Inc.20,582$5.05M0.31%-39113F-HRTimeline
Providence Wealth Advisors, LLC20,762$5.04M3.82%-3813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC20,472$5.02M1.9%-2,68313F-HRTimeline
VeraBank, N.A.20,413$5.01M1.4%-63113F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.20,394$5M0.19%new13F-HRTimelineGroup
FINANCIAL ADVISORY PARTNERS, LLC20,363$5M1.67%-35513F-HRTimeline
DeDora Capital, Inc.20,326$4.99M1.44%-27713F-HRTimeline
Pinnacle Bancorp, Inc.20,293$4.98M1.62%-21613F-HRTimeline
Violich Capital Management, Inc.20,260$4.97M0.67%+13513F-HRTimeline
Marks Group Wealth Management, Inc20,250$4.97M0.48%-7913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC20,205$4.96M0.56%+95613F-HRTimelineGroup
Aaron Wealth Advisors LLC20,191$4.95M0.57%+1,21813F-HRTimeline
Pacifica Partners Inc.21,605$4.94M2.26%-58513F-HRTimeline
Acropolis Investment Management, LLC20,105$4.93M0.29%-10013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC20,070$4.92M0.91%+79913F-HRTimeline
NWAM LLC20,070$4.92M0.42%-4,39813F-HRTimeline
St. Louis Trust Co20,051$4.92M0.71%+1,01113F-HRTimeline
Peachtree Investment Partners, LLC20,042$4.92M1.94%+46413F-HRTimeline
INVESTMENT PARTNERS, LTD.19,988$4.9M2.03%+57313F-HRTimeline
Avidian Wealth Enterprises, LLC19,973$4.9M0.22%+5413F-HRTimeline
Nicholas Investment Partners, LP19,967$4.9M0.5%013F-HRTimeline
CHILTON INVESTMENT CO INC.19,941$4.89M0.12%+4,42113F-HRTimeline
Kampmann Melissa S.19,931$4.89M3.86%+13513F-HRTimeline
SANDERS MORRIS HARRIS LLC19,984$4.89M0.75%013F-HRTimeline
EDGEWOOD MANAGEMENT LLC19,916$4.89M0.02%-24213F-HRTimeline
Freedom Together Foundation19,855$4.87M0.64%013F-HRTimeline
Kera Capital Partners, Inc.19,854$4.87M1.45%+25413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC19,808$4.86M2.59%+14,95113F-HR/ATimeline
ALTFEST L J & CO INC19,804$4.86M0.61%-87813F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC19,782$4.85M1.57%-43613F-HRTimeline
Adero Partners, LLC19,747$4.84M0.32%+46913F-HRTimeline
WASATCH ADVISORS LP19,684$4.83M0.03%+50013F-HRTimeline
FAIRFIELD, BUSH & CO.19,645$4.82M3.06%-74913F-HRTimeline
Intellectus Partners, LLC19,534$4.79M1.18%-26113F-HRTimeline
Resurgent Financial Advisors LLC19,522$4.79M2.88%-39613F-HRTimeline
OAK FAMILY ADVISORS, LLC19,502$4.78M1.99%+87913F-HRTimeline
Poehling Capital Management, INC.19,489$4.78M1.21%-6913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…19,479$4.78M1.69%-67113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC19,440$4.77M0.63%-54313F-HRTimeline
Zhang Financial LLC19,436$4.77M0.25%+7,06713F-HRTimeline
Pure Financial Advisors, LLC19,406$4.76M0.1%-24613F-HRTimeline
BANK OZK19,386$4.76M1.98%-41913F-HRTimeline
Fischer Financial Services, Inc.19,350$4.75M1.53%+17713F-HRTimeline
Klingman & Associates, LLC19,347$4.75M0.29%+1,24813F-HRTimeline
Huber Capital Management LLC19,333$4.74M0.89%013F-HRTimeline
Financial Advocates Investment Manageme…19,301$4.73M0.33%-1,08813F-HRTimeline
SAX WEALTH ADVISORS, LLC19,295$4.73M0.34%+3,04613F-HRTimeline
StrongBox Wealth, LLC19,267$4.73M1.97%-1,28813F-HRTimeline
HARVEY INVESTMENT CO LLC19,266$4.73M0.52%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC19,263$4.73M0.62%-13313F-HRTimeline
Tyche Wealth Partners LLC19,250$4.72M1.02%-45913F-HRTimeline
Piscataqua Savings Bank19,247$4.72M4.17%+61113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…19,205$4.71M1.28%-9913F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC19,194$4.71M4.48%+85213F-HRTimeline
WHITE PINE CAPITAL LLC19,185$4.71M1.63%+27513F-HRTimeline
Raab & Moskowitz Asset Management LLC19,171$4.7M1.18%-22913F-HRTimeline
FCG Investment Co19,145$4.7M2.95%-8313F-HRTimeline
Gold Investment Management Ltd.19,123$4.69M1.98%+24213F-HRTimeline
Segment Wealth Management, LLC19,110$4.69M0.32%+3,57613F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM19,108$4.69M0.68%-76313F-HRTimelineGroup
Sculati Wealth Management, LLC19,084$4.68M1.89%-29113F-HRTimeline
Tranquility Partners, LLC19,083$4.68M1.81%+26913F-HRTimeline
Nvest Financial, LLC19,065$4.68M2.5%013F-HRTimeline
Aljian Capital Management, LLC19,043$4.67M1.11%-2513F-HRTimeline
180 WEALTH ADVISORS, LLC19,019$4.67M0.74%+2313F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC18,997$4.66M1.64%+2,23613F-HRTimeline
Bison Wealth, LLC19,007$4.65M0.43%+13,90113F-HRTimeline
Miller Investment Management, LP18,935$4.64M0.51%013F-HRTimeline
Trinity Financial Advisors LLC20,292$4.64M1.67%+1,05113F-HR/ATimeline
Goldstone Financial Group, LLC18,887$4.63M0.7%+68013F-HRTimeline
Huntleigh Advisors, Inc.18,876$4.63M1.08%+37113F-HR/ATimeline
Leisure Capital Management18,867$4.63M1.9%-5213F-HRTimeline
Canton Hathaway, LLC18,839$4.62M0.93%013F-HRTimeline
Generali Investments, Management Co LLC18,822$4.62M1.31%+4,63013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC18,820$4.62M1.84%-1,12813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…18,784$4.61M1.1%+713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC18,779$4.61M0.98%+11,34813F-HRTimeline
Bell Bank18,749$4.6M0.25%+35813F-HRTimeline
IPG Investment Advisors LLC18,729$4.59M1.04%+12,10813F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC18,712$4.59M1.79%+12213F-HRTimeline
TTP Investments, Inc.18,667$4.58M1.93%+11,90113F-HRTimeline
Peak Planning Group, LLC18,652$4.58M1.92%-29313F-HRTimeline
Mayflower Financial Advisors, LLC18,627$4.57M0.69%-57113F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC18,532$4.55M4%-23713F-HRTimeline
Aureus Asset Management, LLC18,512$4.54M0.32%-14313F-HRTimeline
Teza Capital Management LLC18,481$4.53M2.07%new13F-HRTimeline
Hedeker Wealth, LLC18,465$4.53M1.22%-39713F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC18,446$4.52M0.53%+15,53513F-HRTimeline
Aries Wealth Management18,445$4.52M1.23%+55213F-HRTimeline
Missouri Trust & Investment Co18,421$4.52M1.59%-38413F-HRTimeline
Stamos Capital Partners, L.P.18,414$4.52M1.18%+60413F-HRTimeline
Processus Wealth & Capital Management, …18,394$4.51M3.84%-2113F-HRTimeline
L.M. KOHN & COMPANY18,370$4.51M1.18%+35013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC18,337$4.5M2.11%-36213F-HRTimeline
BCGM Wealth Management, LLC18,325$4.5M1.38%+44413F-HRTimeline
Harold Davidson & Associates Inc.18,245$4.48M2.44%-39213F-HRTimeline
OPINICUS CAPITAL, INC.18,173$4.46M3.94%-1,15213F-HRTimeline
DENALI ADVISORS LLC18,170$4.46M0.51%-40013F-HRTimeline
Oak Asset Management, LLC18,168$4.46M1.63%+10113F-HRTimeline
Arax Advisory Partners18,129$4.45M0.29%-1,02913F-HRTimeline
Archer Investment Corp18,073$4.43M1.15%-11013F-HRTimeline
Good Life Advisors, LLC18,068$4.43M0.31%-40013F-HRTimeline
3Chopt Investment Partners, LLC18,068$4.43M1.16%+63813F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.18,050$4.43M1.52%13F-HRTimeline
RAELIPSKIE PARTNERSHIP18,046$4.43M2.28%-1,32213F-HRTimeline
Quadcap Wealth Management, LLC18,040$4.43M0.64%-86313F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC18,013$4.42M2.34%-1,21513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding17,987$4.41M-5,369Timeline
Engineers Gate Manager LP17,980$4.41M0.07%-2,11313F-HRTimeline
Forza Wealth Management, LLC17,943$4.4M1.98%+14013F-HRTimeline
Atlantic Edge Private Wealth Management…17,937$4.4M1.34%+10113F-HRTimeline
Waterloo Capital, L.P.17,936$4.4M0.41%+1,74313F-HRTimeline
Aspen Investment Management Inc17,927$4.4M2.03%-11913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/17,912$4.39M0.24%-1,86413F-HRTimeline
FIRST UNITED BANK & TRUST17,902$4.39M1.64%-30613F-HRTimeline
MONECO ADVISORS, LLC17,893$4.39M0.45%-12313F-HR/ATimeline
ALGERT GLOBAL LLC17,885$4.39M0.11%+1,88513F-HR/ATimeline
GUERRA PAN ADVISORS, LLC17,871$4.38M3.44%-513F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC17,867$4.38M0.81%-83513F-HRTimeline
Keel Point, LLC17,841$4.38M0.34%+2,11913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC17,805$4.37M1.19%-1,07713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management17,776$4.36M0.7%13F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC17,768$4.36M1.98%-34213F-HRTimeline
Pines Wealth Management, LLC20,071$4.35M2.01%+7913F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…17,714$4.35M4.47%+7,10013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE17,708$4.34M1.29%-7913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP17,700$4.34M0.01%new13F-HRTimelineGroup
Lodestone Wealth Management LLC17,678$4.34M2.31%-1,67613F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.17,625$4.32M3.29%-1,04213F-HRTimeline
Bernard Wealth Management Corp.17,615$4.32M2.11%+8,98413F-HRTimeline
LRI Investments, LLC40,503$4.32M0.42%+38913F-HRTimeline
Glen Eagle Advisors, LLC17,614$4.32M0.72%+31313F-HRTimeline
Winthrop Advisory Group LLC17,598$4.32M0.52%-66113F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…17,583$4.31M1.56%-413F-HRTimeline
Benin Management CORP17,563$4.31M1.23%+29913F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.17,547$4.3M4.1%-23913F-HRTimeline
MeadowBrook Investment Advisors LLC17,512$4.3M4.01%-31513F-HRTimeline
Manchester Capital Management LLC17,466$4.28M0.53%+80113F-HRTimeline
Snider Financial Group17,459$4.28M1.39%-68413F-HRTimeline
Register Financial Advisors LLC17,418$4.27M2.22%-19513F-HRTimeline
Worth Financial Advisory Group, LLC17,416$4.27M2.71%-29913F-HRTimeline
Crescent Sterling, Ltd.17,375$4.26M4.37%-21413F-HRTimeline
Portfolio Design Labs, LLC17,371$4.26M0.88%-5,30613F-HRTimeline
O'Dell Group, LLC17,347$4.26M1.1%-1,09213F-HRTimeline
BKM Wealth Management, LLC17,296$4.24M1.75%+96113F-HRTimeline
SMITH, MOORE & CO.17,281$4.24M0.39%-11813F-HRTimeline
Hartford Funds Management Co LLC17,271$4.24M0.38%-10713F-HRTimeline
Invera Wealth Advisors, LLC17,263$4.23M2.74%-7,12213F-HR/ATimeline
Impact Capital Partners LLC17,258$4.23M1.53%+69413F-HRTimeline
Center for Financial Planning, Inc.17,254$4.23M0.54%+37913F-HRTimeline
CENTRAL BANK & TRUST CO17,253$4.23M0.71%+27313F-HRTimeline
Valley Brook Capital Group, Inc.17,243$4.23M3.32%+9313F-HRTimeline
Continuum Advisory, LLC17,225$4.23M0.54%-57013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC17,216$4.22M0.52%-1,11913F-HRTimeline
Strategic Planning, Inc.17,204$4.22M2.38%13F-HRTimeline
WP Advisors, LLC17,201$4.22M1.4%-14513F-HRTimeline
Mattson Financial Services, LLC17,190$4.22M1.27%+73913F-HRTimeline
Proquility Private Wealth Partners, LLC17,154$4.21M1.3%-2,52613F-HRTimeline
OUTFITTERS FINANCIAL LLC17,137$4.2M3.78%-96013F-HRTimeline
Prudent Man Advisors, LLC17,132$4.2M1.53%+48113F-HRTimeline
CAPITAL CITY TRUST CO/FL17,123$4.2M1.15%+1,06113F-HRTimeline
Cetera Trust Company, N.A17,116$4.2M2.68%-37013F-HRTimeline
Sterling Investment Counsel, LLC17,103$4.2M1.44%+9,60113F-HRTimeline
Marest Capital, LLC17,048$4.18M3.47%+14913F-HRTimeline
KPP Advisory Services LLC17,017$4.17M0.79%+3,66713F-HRTimeline
Bull Street Advisors, LLC16,946$4.16M1.99%-7513F-HRTimeline
Watts Gwilliam & Co., LLC16,925$4.15M0.9%+51913F-HRTimeline
Commonwealth Financial Services, LLC16,879$4.14M0.85%+82713F-HRTimeline
Main Street Financial Solutions, LLC16,868$4.14M0.36%+12213F-HRTimeline
WEALTH ALLIANCE, LLC16,841$4.13M0.5%+46113F-HRTimeline
Wills Financial Group LLC16,841$4.13M1.83%13F-HRTimeline
Van Cleef Asset Management,Inc16,840$4.13M0.47%-54713F-HRTimeline
Antonelli Financial Advisors, LLC16,816$4.13M3.32%013F-HRTimeline
Permanens Capital L.P.16,784$4.12M0.75%+1,35513F-HRTimeline
Kesler, Norman & Wride, LLC16,782$4.12M0.78%+2,59813F-HRTimeline
Game Plan Financial Advisors, LLC16,781$4.12M2%013F-HRTimeline
United Advisor Group, LLC16,771$4.11M0.84%-1,79013F-HRTimeline
Central Pacific Bank - Trust Division16,754$4.11M0.57%-9313F-HRTimeline
Loudon Investment Management, LLC16,713$4.1M2.34%+58513F-HRTimeline
VISION FINANCIAL MARKETS LLC16,697$4.1M4.46%-7813F-HRTimeline
SEARLE & CO.16,688$4.09M1.17%013F-HRTimeline
Portside Wealth Group, LLC16,667$4.09M0.67%-26513F-HR/ATimeline
BankPlus Trust Departmentgroup of 2 filers holding16,633$4.08M+369Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV16,595$4.07M2.27%+4213F-HRTimeline
Town & Country Bank & Trust CO dba Firs…16,537$4.06M1.6%+57413F-HRTimeline
KP Management LLC16,527$4.05M1.56%013F-HRTimeline

Events

  • BURKE STEPHEN B disposed of 30,000 JPM shares on 2026-10-14, Form 4 filed 2026-10-15. 0001225208-26-008428

    Accepted , ingested