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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,021 managers (5,105 13F filers) reported a position in JPM shares at 2026-03-31, 1,950,351,214 shares in all. 124 filers opened a position and 177 filers sold out during the quarter.

Managers
5,021
13F filers
5,105
New
124
Added
2,135
Reduced
2,294
Sold out
177
Shares held by filers
1,950,351,214

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Accredited Investors Inc.20,550$6.05M0.33%-44813F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC20,550$6.04M1.48%-39013F-HRTimeline
True Freedom Investing, LLC20,518$6.04M0.46%+1,37313F-HRTimeline
Aspen Investment Management Inc20,504$6.03M1.85%-16613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.20,496$6.03M0.39%-55913F-HRTimelineGroup
Massachusetts Wealth Management20,445$6.01M2.61%+50513F-HRTimeline
BRADY FAMILY WEALTH, LLC20,405$6M1.87%+1,35013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…20,405$6M1.02%-3413F-HRTimeline
WD RUTHERFORD LLC20,398$6M2.67%-1,28513F-HRTimeline
CAPITAL CITY TRUST CO/FL20,357$5.99M1.37%+11313F-HRTimeline
Aureus Asset Management, LLC20,282$5.97M0.4%+2,68513F-HRTimeline
Acropolis Investment Management, LLC20,276$5.96M0.26%-29513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…20,252$5.96M0.95%+96113F-HRTimeline
Pinnacle Bancorp, Inc.20,211$5.95M1.75%+4113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments20,206$5.94M0.35%+64313F-HRTimelineGroup
CONNABLE OFFICE INC20,206$5.94M0.58%-1,13713F-HRTimeline
Mirabaud & Cie SA20,198$5.94M2.42%-6,25213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP20,197$5.94M1.48%+10613F-HRTimelineGroup
Trinity Financial Advisors LLC20,195$5.94M1.69%-9413F-HRTimeline
InvesTrust20,186$5.94M2.5%-61813F-HRTimeline
MONECO ADVISORS, LLC20,175$5.93M0.46%+60313F-HRTimeline
TOWNSQUARE CAPITAL LLC20,172$5.93M1.34%+1313F-HRTimeline
ADIRONDACK TRUST CO20,141$5.92M1.99%-1,60013F-HRTimeline
Tyche Wealth Partners LLC20,134$5.92M0.91%+18513F-HRTimeline
Aljian Capital Management, LLC20,070$5.9M1.21%+1,64113F-HRTimeline
Sovran Advisors, LLC18,839$5.9M0.46%+4,94313F-HRTimeline
DNCA FINANCE20,000$5.88M0.34%-56,71413F-HRTimeline
Gold Investment Management Ltd.19,999$5.88M1.82%+24813F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…19,976$5.88M1.56%+8213F-HRTimelineGroup
Nicholas Investment Partners, LP19,967$5.87M0.42%013F-HRTimeline
Impact Capital Partners LLC19,908$5.86M1.77%-42913F-HRTimeline
DIVERSIFIED MANAGEMENT INC19,906$5.86M1%+89313F-HRTimeline
Fire Capital Management LLC19,882$5.85M2.74%-1,16913F-HRTimeline
Family Manage LLC19,859$5.84M0.7%-3,59813F-HRTimeline
Intellectus Partners, LLC19,817$5.83M1.19%+16813F-HRTimeline
Oasis Advisors, LLC19,779$5.82M1.14%+18,82913F-HRTimeline
Nvest Financial, LLC19,725$5.8M2.16%+28813F-HRTimeline
Goldstone Financial Group, LLC19,666$5.78M0.63%-68513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC19,605$5.77M0.61%-19513F-HRTimelineGroup
Asset One Wealth Management LLC18,423$5.77M0.64%+4,56613F-HRTimeline
Missouri Trust & Investment Co19,598$5.76M1.69%+51713F-HRTimeline
Continuum Advisory, LLC19,585$5.76M0.55%-17013F-HRTimeline
Cassaday & Co Wealth Management LLC19,570$5.76M0.12%-93013F-HRTimeline
Ayrshire Capital Management LLC19,545$5.75M2.97%+8,61213F-HRTimeline
Knott David M Jr19,477$5.73M3.41%013F-HRTimeline
BKM Wealth Management, LLC19,455$5.72M2.09%-17513F-HRTimeline
Morangie Management LLC19,435$5.72M5.26%+95413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC19,434$5.72M0.29%-78713F-HRTimeline
CFS Investment Advisory Services, LLC18,399$5.71M0.39%+87013F-HRTimeline
True North Advisors, LLC19,356$5.69M0.65%-96213F-HRTimeline
KINTRA WEALTH, LLC19,344$5.69M0.4%+10,05513F-HRTimeline
Huber Capital Management LLC19,333$5.69M0.88%013F-HRTimeline
Peak Planning Group, LLC19,329$5.69M1.58%-23513F-HRTimeline
Hunter Perkins Capital Management, LLC19,285$5.67M1.33%013F-HRTimeline
KPP Advisory Services LLC19,285$5.67M0.82%+1,42013F-HRTimeline
WHITE PINE CAPITAL LLC19,275$5.67M1.54%-1213F-HR/ATimeline
FSB PREMIER WEALTH MANAGEMENT, INC.19,198$5.65M1.77%+1,31713F-HRTimeline
Winthrop Partners - WNY, LLC19,194$5.65M3.01%+2113F-HRTimeline
EDGEWOOD MANAGEMENT LLC19,171$5.64M0.04%-36313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC19,145$5.63M1.44%+66713F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI19,126$5.63M0.27%+14413F-HRTimeline
VISTA INVESTMENT MANAGEMENT19,110$5.62M1.88%-95013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC19,080$5.61M4.5%+4713F-HRTimeline
WILKINS INVESTMENT COUNSEL INC19,054$5.6M0.8%+11513F-HRTimeline
KETTLE HILL CAPITAL MANAGEMENT, LLC19,052$5.6M1.4%-17,88413F-HRTimeline
Certified Advisory Corp19,043$5.6M0.5%+90213F-HRTimeline
Processus Wealth & Capital Management, …19,028$5.6M3.8%+16213F-HRTimeline
Altrius Capital Management Inc19,004$5.59M1.11%+1,00413F-HRTimeline
HEADINVEST, LLC18,972$5.58M1.14%-18713F-HRTimeline
WealthPLAN Partners, LLC18,962$5.58M1.08%-3,41313F-HRTimeline
HARVEY INVESTMENT CO LLC18,906$5.56M0.61%013F-HRTimeline
Forty-three Eighteen Advisors, LLC18,861$5.55M4.18%-2313F-HRTimeline
Fischer Financial Services, Inc.18,851$5.55M1.87%+21413F-HRTimeline
Waterloo Capital, L.P.18,850$5.54M0.39%+4913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC18,844$5.54M1.22%+913F-HRTimeline
ALTFEST L J & CO INC18,834$5.54M0.59%-49613F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP18,235$5.54M2.56%-7513F-HRTimeline
PW Nova Financial Services LLC18,810$5.53M1.39%+7,87213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE18,697$5.5M1.38%+1,47513F-HRTimeline
Kampmann Melissa S.18,696$5.5M4.41%-10013F-HRTimeline
Legacy CG, LLC18,690$5.5M1.53%-5413F-HRTimeline
Canton Hathaway, LLC18,689$5.5M1.11%-15013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC18,667$5.49M2.01%-2,44013F-HRTimeline
SANDERS MORRIS HARRIS LLC18,641$5.48M0.87%new13F-HRTimeline
Wills Financial Group LLC18,245$5.48M2.06%+1,50513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…18,616$5.48M1.14%+2313F-HRTimeline
DeDora Capital, Inc.18,608$5.47M1.34%-22513F-HRTimeline
Raab & Moskowitz Asset Management LLC18,606$5.47M1.22%+91013F-HRTimeline
180 WEALTH ADVISORS, LLC18,603$5.47M0.62%+17513F-HRTimeline
Castle Rock Wealth Management, LLC18,529$5.46M1.18%+51613F-HRTimeline
Valley Brook Capital Group, Inc.18,514$5.45M3.65%+45813F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD18,509$5.44M0.79%+1,11313F-HRTimeline
Piscataqua Savings Bank18,506$5.44M3.82%-9013F-HRTimeline
Winthrop Advisory Group LLC18,489$5.44M0.44%+1,23913F-HRTimeline
Clear Creek Financial Management, LLC18,478$5.44M0.42%+2,92413F-HRTimeline
ArrowMark Colorado Holdings LLC18,471$5.43M0.14%013F-HRTimeline
SFMG, LLC18,458$5.43M0.37%+2,39813F-HRTimeline
Harold Davidson & Associates Inc.18,457$5.43M2.64%-78713F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…18,451$5.43M0.58%+76413F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC18,443$5.43M1.53%-6213F-HRTimeline
Platt Wealth Management LLC18,435$5.42M5.29%+48013F-HRTimeline
Supplemental Annuity Collective Trust o…18,432$5.42M1.53%-11,26813F-HRTimeline
Weaver Capital Management LLC18,389$5.41M1.17%+13213F-HRTimeline
Cypress Wealth Services, LLC18,374$5.4M0.76%-31013F-HRTimeline
Integrated Investment Consultants, LLC18,355$5.4M1.15%-4113F-HRTimeline
Biltmore Family Office, LLC18,341$5.4M0.75%+1,12713F-HRTimeline
Mayflower Financial Advisors, LLC18,331$5.39M0.66%+58513F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC18,307$5.39M1.06%+3,29313F-HRTimelineGroup
Hedeker Wealth, LLC18,302$5.38M1.14%+12913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC18,301$5.38M1.72%-4413F-HRTimeline
Banco de Sabadell, S.A18,927$5.38M3.57%-1,35413F-HRTimeline
GUERRA PAN ADVISORS, LLC18,273$5.38M3.32%+10813F-HRTimeline
SWEENEY & MICHEL, LLC17,136$5.38M1.58%+913F-HRTimeline
Newman Dignan & Sheerar, Inc.18,269$5.37M1.13%-1,01113F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC18,265$5.37M2.95%-43213F-HRTimeline
Forza Wealth Management, LLC18,235$5.36M1.87%+6113F-HRTimeline
Atlantic Edge Private Wealth Management…18,223$5.36M1.32%+12613F-HRTimeline
FIRETRAIL INVESTMENTS PTY LTD18,172$5.35M1.83%+91013F-HRTimeline
San Luis Wealth Advisors LLC18,168$5.34M0.88%+48413F-HRTimeline
HF Advisory Group, LLC18,123$5.33M1.82%+1,21713F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.18,115$5.33M1.62%+18813F-HRTimeline
L2 Asset Management, LLC18,085$5.32M0.51%-4,57513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC18,021$5.3M0.59%-32713F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC18,009$5.3M1.44%-22513F-HRTimeline
Kathmere Capital Management, LLC17,994$5.29M0.33%+5,61613F-HRTimeline
Oak Asset Management, LLC17,986$5.29M1.82%+11113F-HRTimeline
Hanson & Doremus Investment Management17,978$5.29M0.61%+2,79213F-HRTimeline
S Harris Financial Group, LLC17,958$5.28M4.82%-4613F-HRTimeline
Richard Bernstein Advisors LLC17,934$5.28M0.15%-2,27213F-HRTimeline
Leisure Capital Management17,914$5.27M1.84%-54913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC17,904$5.27M0.54%+3,96713F-HRTimeline
Tranquility Partners, LLC17,895$5.26M1.99%-1613F-HRTimeline
Portside Wealth Group, LLC17,885$5.26M0.71%+22713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC17,848$5.25M1.03%+1,05013F-HRTimeline
Advyzon Investment Management, LLC17,802$5.24M0.47%+2,14713F-HRTimeline
Heartland Bank & Trust Co17,788$5.23M1.18%+4,96213F-HRTimeline
DENALI ADVISORS LLC17,770$5.23M0.58%+50013F-HRTimeline
Westerkirk Capital Inc.17,758$5.22M0.56%+11,92013F-HRTimeline
Optas, LLC17,751$5.22M0.79%+46113F-HRTimeline
Wellspring Financial Advisors, LLC17,729$5.22M0.39%+1,41613F-HRTimeline
Advisor Resource Council17,714$5.21M2.06%-87913F-HRTimeline
Intrepid Financial Planning Group LLC17,705$5.21M2.1%-4,48813F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…17,689$5.2M1.14%new13F-HRTimelineGroup
Snider Financial Group17,677$5.2M1.57%-2213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd17,679$5.19M0.2%+9,71113F-HRTimelineGroup
3Chopt Investment Partners, LLC17,618$5.18M1.19%-24413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…17,564$5.17M1.41%-72113F-HR/ATimeline
CENTRAL BANK & TRUST CO17,516$5.15M0.81%+1,38213F-HRTimeline
Brookmont Capital Management17,479$5.14M2.88%+67113F-HRTimeline
Jessup Wealth Management, Inc17,470$5.14M1.88%-4713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management17,417$5.12M0.74%-20913F-HRTimelineGroup
Ranch Capital Advisors Inc.17,412$5.12M1.87%+49613F-HRTimeline
Keel Point, LLC17,412$5.12M0.34%-2,42513F-HRTimeline
Aries Wealth Management17,397$5.12M1.13%013F-HRTimeline
BANK OZK17,395$5.12M1.81%-16813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC17,390$5.12M2.01%+42113F-HRTimeline
Destiny Wealth Partners, LLC17,386$5.11M0.56%+13,20213F-HRTimeline
Center for Financial Planning, Inc.17,355$5.11M0.53%+1113F-HRTimeline
Grandview Asset Management LLC17,298$5.1M1.49%+80713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …17,327$5.1M0.81%-37013F-HRTimelineGroup
Pines Wealth Management, LLC17,309$5.09M1.65%-1,85613F-HRTimeline
Sculati Wealth Management, LLC17,308$5.09M1.88%-73313F-HRTimeline
INVESTMENT PARTNERS, LTD.17,286$5.08M1.81%-2513F-HRTimeline
Glen Eagle Advisors, LLC17,278$5.08M0.71%+41913F-HRTimeline
Regal Investment Advisors LLC17,259$5.08M0.29%-16413F-HRTimeline
Centric Wealth Management16,502$5.08M1.01%+15713F-HRTimeline
Quadrant Private Wealth Management, LLC17,242$5.07M0.78%+1,88413F-HRTimeline
Cornell Pochily Investment Advisors, In…17,225$5.07M1.49%+19113F-HRTimeline
Game Plan Financial Advisors, LLC17,223$5.07M2.28%-10513F-HRTimeline
Register Financial Advisors LLC17,201$5.06M1.87%+1,21513F-HRTimeline
SMITH, MOORE & CO.17,178$5.05M0.37%-44513F-HRTimeline
Quadcap Wealth Management, LLC17,170$5.05M0.58%-24513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC17,146$5.04M0.38%+20013F-HRTimeline
MeadowBrook Investment Advisors LLC17,138$5.04M4.46%+4213F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC17,138$5.04M0.76%+4313F-HRTimeline
BOCHK Asset Management Ltd17,100$5.03M1.04%+9,70013F-HRTimeline
Kesler, Norman & Wride, LLC17,087$5.03M0.87%+95813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP17,080$5.02M0.01%+15,00013F-HRTimelineGroup
Park Place Capital Corp17,018$5.01M1%+1,18013F-HRTimeline
FAIRFIELD, BUSH & CO.17,008$5M2.78%-30413F-HRTimeline
Triad Wealth Partners, LLC16,998$5M0.4%+1,03413F-HRTimeline
Boltwood Capital Management16,982$5M1.27%+13013F-HRTimeline
Montz Harcus Wealth Management LLC16,925$4.98M2.01%+4,24613F-HRTimeline
Mattson Financial Services, LLC16,915$4.98M1.19%-313F-HRTimeline
Tannin Capital LLC16,888$4.97M3.61%+1,92713F-HRTimeline
Tradition Wealth Management, LLC16,880$4.97M0.35%+4913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,878$4.96M0.61%-57513F-HRTimeline
Triumph Capital Management16,873$4.96M1.01%+1,97813F-HRTimeline
WP Advisors, LLC16,834$4.95M1.28%-313F-HRTimeline
Stonebrook Private Inc.16,813$4.95M1.05%-13113F-HRTimeline
Legacy Advisors, LLC16,777$4.94M0.58%-72913F-HRTimeline
PCM Encore, LLC16,775$4.93M1.02%+27613F-HRTimeline
Blume Capital Management, Inc.16,752$4.93M0.84%-3,55413F-HRTimeline
Integrity Financial Corp /WA16,743$4.92M2.45%+43313F-HRTimeline
NWF Advisory Services Inc.16,721$4.92M0.56%-1,81613F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…16,708$4.91M1.56%-21413F-HRTimeline
SEARLE & CO.16,692$4.91M1.23%013F-HRTimeline
Sustainable Insight Capital Management,…16,657$4.9M1.65%+4,16013F-HRTimeline
CERTUITY, LLC16,625$4.89M0.32%-2,06913F-HRTimeline
NATURAL INVESTMENTS, LLC16,546$4.87M1.2%+3813F-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