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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,695 managers (4,764 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,722,398 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers
4,695
13F filers
4,764
New
126
Added
1,948
Reduced
2,122
Sold out
99
Shares held by filers
1,960,722,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SHAKER INVESTMENTS LLC/OH19,921$6.28M2.51%-413F-HRTimeline
Trinity Financial Advisors LLC19,892$6.27M1.81%-37813F-HRTimeline
Keel Point, LLC19,853$6.26M0.39%+37513F-HRTimeline
TTP Investments, Inc.20,280$6.24M1.81%+1,59513F-HRTimeline
WASATCH ADVISORS LP19,772$6.24M0.03%+8813F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP19,757$6.23M0.09%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Goldstone Financial Group, LLC19,746$6.23M0.74%+12413F-HRTimeline
SBI Securities Co., Ltd.19,729$6.22M0.16%-1,91713F-HRTimeline
St. Louis Trust Co19,717$6.22M0.78%-33413F-HRTimeline
DeDora Capital, Inc.19,702$6.21M1.5%-14313F-HRTimeline
Pines Wealth Management, LLC19,637$6.19M2.09%-88813F-HRTimeline
CAPITAL CITY TRUST CO/FL19,593$6.18M1.51%+1,25713F-HRTimeline
Intellectus Partners, LLC19,587$6.18M1.2%+2413F-HRTimeline
Gold Investment Management Ltd.19,581$6.18M2.08%+19913F-HRTimeline
FCG Investment Co19,539$6.16M2.89%+14113F-HRTimeline
Marest Capital, LLC19,534$6.16M3.75%+54513F-HRTimeline
EDGEWOOD MANAGEMENT LLC19,534$6.16M0.02%-24213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/19,514$6.16M0.3%+15413F-HRTimeline
Tranquility Partners, LLC19,490$6.15M2.08%+45613F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC19,448$6.13M1.87%+34113F-HRTimeline
Brooklyn Investment Group47,347$6.12M0.83%-91913F-HR/ATimeline
Newman Dignan & Sheerar, Inc.19,405$6.12M1.32%-99413F-HRTimeline
Kampmann Melissa S.19,396$6.12M4.46%-10513F-HRTimeline
SYCOMORE ASSET MANAGEMENT29,164$6.12M1.02%013F-HRTimeline
Huber Capital Management LLC19,333$6.1M0.97%013F-HRTimeline
WHITE PINE CAPITAL LLC19,332$6.1M1.75%-2813F-HRTimeline
Segment Wealth Management, LLC19,329$6.1M0.37%+613F-HRTimeline
ALTFEST L J & CO INC19,319$6.09M0.68%-34913F-HRTimeline
WILKINS INVESTMENT COUNSEL INC19,299$6.09M0.86%-1,18613F-HRTimeline
Huntleigh Advisors, Inc.19,289$6.08M1.04%+27413F-HRTimeline
O'Dell Group, LLC19,279$6.08M1.3%+1,97313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC19,273$6.08M1.46%-3,70713F-HRTimeline
DELTA FINANCIAL ADVISORS LLC19,237$6.07M1.71%+3,72113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC19,207$6.06M1.18%+17,75413F-HRTimeline
Krilogy Financial LLC19,357$6.03M0.23%+2,79013F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…19,098$6.02M0.67%-9213F-HRTimeline
BRADY FAMILY WEALTH, LLC19,089$6.02M1.86%+5,87613F-HRTimeline
Strategic Investment Advisors / MI19,070$6.01M0.7%-1,28413F-HR/ATimeline
FINANCIAL ADVISORY PARTNERS, LLC19,061$6.01M1.76%-20213F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC19,022$6M1.75%-30013F-HRTimeline
Generali Investments, Management Co LLC19,018$6M1.25%+2713F-HRTimeline
HARVEY INVESTMENT CO LLC19,016$6M0.64%-25013F-HRTimeline
Fischer Financial Services, Inc.19,015$6M1.61%+2613F-HRTimeline
Atlas Legacy Advisors, LLC19,004$5.99M1.16%+4,02013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC18,986$5.99M5.31%-6713F-HRTimeline
Winthrop Advisory Group LLC18,934$5.97M0.52%+42713F-HRTimeline
Glen Eagle Advisors, LLC18,880$5.96M0.83%+1,96513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…18,855$5.95M1.68%-65113F-HRTimeline
HEADINVEST, LLC18,851$5.95M1.23%-97813F-HRTimeline
Benin Management CORP18,847$5.94M1.41%+4413F-HRTimeline
Canton Hathaway, LLC18,839$5.94M1.14%013F-HRTimeline
Processus Wealth & Capital Management, …18,789$5.93M4.25%+12113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC18,767$5.92M0.68%-45813F-HRTimeline
SANDERS MORRIS HARRIS LLC18,730$5.91M0.78%+7,64113F-HRTimeline
Piscataqua Savings Bank18,713$5.9M4.61%-35913F-HRTimeline
BANK OZK18,697$5.9M2.09%-15213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC18,685$5.89M1.12%+12,02313F-HRTimeline
SMITH, MOORE & CO.18,673$5.89M0.45%+50113F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC18,661$5.89M3%-20013F-HRTimeline
Octavia Wealth Advisors, LLC18,642$5.88M0.59%+3,66513F-HRTimeline
Continuum Advisory, LLC18,635$5.88M0.62%+53413F-HRTimeline
Aljian Capital Management, LLC18,624$5.87M1.18%-6213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…18,593$5.86M1.24%-19113F-HRTimeline
Hedeker Wealth, LLC18,583$5.86M1.22%+22413F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI18,572$5.86M0.41%+7,62413F-HRTimeline
Northstar Advisory Group, LLC18,547$5.85M2.39%+84513F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC18,523$5.84M2.07%-3,17213F-HRTimeline
Leisure Capital Management18,470$5.83M2%-7713F-HRTimeline
DOLIVER ADVISORS, LP18,443$5.82M1.51%-75713F-HRTimeline
FAIRFIELD, BUSH & CO.18,405$5.81M2.98%-89113F-HRTimeline
Missouri Trust & Investment Co18,397$5.8M1.72%+6513F-HRTimeline
James J. Burns & Company, LLC18,375$5.8M0.86%+4,34513F-HRTimeline
Sculati Wealth Management, LLC18,315$5.78M2.04%-33613F-HRTimeline
Aspen Investment Management Inc18,316$5.78M2.23%+41813F-HRTimeline
180 WEALTH ADVISORS, LLC18,209$5.74M0.7%-52513F-HRTimeline
Mayflower Financial Advisors, LLC18,194$5.74M0.72%+27813F-HRTimeline
GUERRA PAN ADVISORS, LLC18,186$5.74M3.47%013F-HRTimeline
BOK Financial Private Wealth, Inc.18,183$5.74M0.36%-60513F-HRTimeline
HAMEL ASSOCIATES, INC.18,109$5.71M1.76%-2,79313F-HRTimeline
CERTUITY, LLC18,029$5.69M0.39%+3,11413F-HRTimeline
Forza Wealth Management, LLC18,011$5.68M2.18%+10413F-HRTimeline
Oak Asset Management, LLC18,005$5.68M1.94%-8313F-HRTimeline
IPG Investment Advisors LLC17,944$5.66M1.01%+13213F-HRTimeline
3Chopt Investment Partners, LLC17,933$5.66M1.29%-6013F-HRTimeline
WEALTH ALLIANCE, LLC17,920$5.65M0.58%+36013F-HRTimeline
INVESTMENT PARTNERS, LTD.17,916$5.65M1.99%-17713F-HRTimeline
Clarius Group, LLC17,913$5.65M0.33%-6,42213F-HRTimeline
Aprio Wealth Management, LLC17,897$5.65M0.56%+75413F-HRTimeline
Atlantic Edge Private Wealth Management…17,882$5.64M1.45%+1513F-HRTimeline
BKM Wealth Management, LLC17,867$5.64M2.08%+53613F-HRTimeline
Raab & Moskowitz Asset Management LLC17,782$5.61M1.25%-5513F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.17,759$5.6M1.72%-44113F-HRTimeline
44 WEALTH MANAGEMENT LLC17,752$5.6M1.9%+6,68313F-HRTimeline
OKABENA INVESTMENT SERVICES INC17,738$5.6M1.09%+2,72413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…17,708$5.59M0.28%+1,48613F-HRTimeline
Resurgent Financial Advisors LLC17,704$5.58M2.74%-2,31113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management17,679$5.58M0.78%+3013F-HRTimelineGroup
OPINICUS CAPITAL, INC.17,670$5.57M3.86%-48713F-HRTimeline
Archer Investment Corp17,663$5.57M1.26%-45513F-HRTimeline
GILDER GAGNON HOWE & CO LLC17,659$5.57M0.06%-8613F-HRTimeline
Quadcap Wealth Management, LLC17,648$5.57M0.66%-37813F-HRTimeline
WP Advisors, LLC17,617$5.56M1.41%+2113F-HRTimeline
Long Run Wealth Advisors, LLC17,608$5.55M1.09%-1,50213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC17,598$5.55M2.12%-17013F-HRTimeline
Morangie Management LLC17,584$5.55M4.78%+70813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …17,582$5.55M0.93%+2,85813F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC17,580$5.55M0.81%-27613F-HRTimeline
Aries Wealth Management17,561$5.54M1.31%+32213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE17,546$5.53M1.48%-16213F-HRTimeline
Aureus Asset Management, LLC17,543$5.53M0.36%-89713F-HRTimeline
Weaver Capital Management LLC17,542$5.53M1.21%+2,21313F-HRTimeline
Certified Advisory Corp17,518$5.53M0.52%-37113F-HRTimeline
FIRST UNITED BANK & TRUST17,491$5.52M1.79%-19313F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding17,475$5.51M-688Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC17,470$5.51M2%+5313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC17,467$5.51M1.8%-12413F-HRTimeline
Game Plan Financial Advisors, LLC17,440$5.5M2.28%+13513F-HRTimeline
Valley Brook Capital Group, Inc.17,423$5.5M3.69%+2813F-HRTimeline
Guerra Advisors Inc17,412$5.49M2.03%+4,35913F-HRTimeline
Castle Rock Wealth Management, LLC17,845$5.48M1.21%+23813F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…17,366$5.48M1.73%-49613F-HRTimeline
Mattson Financial Services, LLC17,338$5.47M1.31%-10413F-HRTimeline
NWF Advisory Services Inc.17,331$5.47M0.6%-49513F-HRTimeline
Snider Financial Group17,310$5.46M1.49%-5413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM17,305$5.46M0.67%-22213F-HRTimelineGroup
Center for Financial Planning, Inc.17,271$5.45M0.58%+26013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,257$5.44M0.64%+61913F-HRTimeline
MeadowBrook Investment Advisors LLC17,195$5.42M4.66%-7013F-HRTimeline
DENALI ADVISORS LLC17,170$5.42M0.61%-20013F-HRTimeline
Worth Financial Advisory Group, LLC17,092$5.39M3.02%-39613F-HRTimeline
KPP Advisory Services LLC17,085$5.39M0.8%-1,04613F-HRTimeline
Commonwealth Financial Services, LLC17,079$5.39M0.92%+11713F-HRTimeline
Sageworth Trust Co17,057$5.38M0.25%+15,73813F-HRTimeline
SWEENEY & MICHEL, LLC17,879$5.38M1.81%-17113F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding17,022$5.37M-13,520Timeline
LRI Investments, LLC39,921$5.37M0.44%-68713F-HRTimeline
Altrius Capital Management Inc17,006$5.36M1.22%-4,80113F-HRTimeline
Cetera Trust Company, N.A16,969$5.35M3%-2513F-HRTimeline
Boltwood Capital Management16,951$5.35M1.42%+3813F-HRTimeline
Brookmont Capital Management16,942$5.34M2.97%-72313F-HRTimeline
Portside Wealth Group, LLC16,898$5.33M0.74%-24313F-HRTimeline
San Luis Wealth Advisors LLC16,874$5.32M0.96%+3,49613F-HR/ATimeline
Invera Wealth Advisors, LLC16,860$5.32M3.28%-20013F-HRTimeline
Edge Financial Advisors LLC8,421$5.31M2.38%+51513F-HRTimeline
Bull Street Advisors, LLC16,826$5.31M2.48%013F-HRTimeline
Wills Financial Group LLC16,816$5.3M2.18%-8513F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.16,763$5.29M4.21%-15913F-HRTimeline
Watts Gwilliam & Co., LLC16,711$5.27M0.85%013F-HRTimeline
Cornell Pochily Investment Advisors, In…16,711$5.27M1.57%+8013F-HRTimeline
VISION FINANCIAL MARKETS LLC16,701$5.27M4.5%+213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.16,698$5.27M1.73%+1,03813F-HRTimeline
SEARLE & CO.16,692$5.27M1.39%+2113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC16,662$5.26M2.37%-10013F-HRTimeline
Antonelli Financial Advisors, LLC16,639$5.25M3.57%-15513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC16,625$5.24M1.37%-59613F-HRTimeline
GS Investments, Inc.16,622$5.24M2.6%+2,59813F-HRTimeline
Catherine Avery Investment Management L…16,608$5.24M3.37%+1,77913F-HRTimeline
Park Place Capital Corp16,597$5.24M1.11%-38413F-HRTimeline
Tradition Wealth Management, LLC16,530$5.21M0.39%+91113F-HRTimeline
KP Management LLC16,527$5.21M1.83%013F-HRTimeline
CENTRAL BANK & TRUST CO16,503$5.21M0.82%-25613F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC16,499$5.2M0.64%+6613F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV16,462$5.19M2.42%+2213F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,446$5.19M0.24%+2,80613F-HRTimeline
FSM Wealth Advisors, LLC16,418$5.18M0.73%+95613F-HRTimeline
Interchange Capital Partners, LLC16,414$5.18M1.01%+2,11513F-HRTimeline
Central Pacific Bank - Trust Division16,408$5.18M0.63%-23013F-HRTimeline
Optas, LLC16,396$5.17M0.88%+8313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO16,346$5.16M1.11%-18513F-HRTimeline
Register Financial Advisors LLC16,335$5.15M2.03%-13313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC16,334$5.15M0.52%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT16,294$5.14M0.42%-413F-HRTimeline
Ranch Capital Advisors Inc.16,273$5.13M1.99%+61413F-HRTimeline
OUTFITTERS FINANCIAL LLC16,212$5.11M4.14%-50013F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP17,590$5.1M2.79%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,163$5.1M0.08%-3,17713F-HRTimeline
Crews Bank & Trust16,080$5.07M0.74%-15113F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…16,072$5.07M2.61%-18613F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP16,048$5.06M2.17%-13013F-HRTimeline
Institute for Wealth Management, LLC.16,040$5.06M0.53%-7513F-HRTimeline
Lafayette Investments, Inc.16,009$5.05M0.97%-3713F-HRTimeline
Jessup Wealth Management, Inc15,931$5.03M1.87%+6013F-HRTimeline
Legacy Advisors, LLC15,931$5.03M0.62%new13F-HRTimeline
FLC Capital Advisors15,921$5.02M0.97%-3613F-HRTimeline
Convergence Investment Partners, LLC15,890$5.01M1.12%-1,45513F-HRTimeline
CNB Bank15,880$5.01M2.09%+43713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…15,852$5M1.03%+1,10213F-HRTimeline
Hanson & Doremus Investment Management15,829$4.99M0.63%-1,34513F-HRTimeline
GoalVest Advisory LLC15,823$4.99M1.06%+29713F-HRTimeline
Trivant Custom Portfolio Group, LLC15,817$4.99M2.56%-11313F-HRTimeline
National Philanthropic Trust15,805$4.99M0.06%+93513F-HRTimeline
HF Advisory Group, LLC15,788$4.98M1.83%+63713F-HRTimeline
BCGM Wealth Management, LLC15,773$4.98M1.29%-2,47713F-HRTimeline
DILLON & ASSOCIATES INC15,715$4.95M0.64%-10913F-HRTimeline
CFS Investment Advisory Services, LLC16,474$4.95M0.37%+51513F-HRTimeline
TBH Global Asset Management, LLC15,685$4.95M0.97%+18313F-HRTimeline
Ullmann Wealth Partners Group, LLC15,656$4.94M0.54%+15213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,635$4.93M0.38%+1,15113F-HR/ATimeline
Clear Creek Financial Management, LLC15,634$4.93M0.43%-5713F-HRTimeline
First City Capital Management, Inc.15,623$4.93M2.66%-48713F-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