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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,613 managers (4,678 13F filers) reported a position in JPM shares at 2024-12-31, 2,046,246,860 shares in all. 159 filers opened a position and 83 filers sold out during the quarter.

Managers
4,613
13F filers
4,678
New
159
Added
1,715
Reduced
1,943
Sold out
83
Shares held by filers
2,046,246,860

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SAX WEALTH ADVISORS, LLC16,249$3.89M0.3%+2,78813F-HRTimeline
Trivant Custom Portfolio Group, LLC16,199$3.88M2.27%-28713F-HRTimeline
Atlas Legacy Advisors, LLC16,194$3.88M0.94%13F-HRTimeline
Waterloo Capital, L.P.16,193$3.88M0.41%-73413F-HRTimeline
Cornell Pochily Investment Advisors, In…16,171$3.88M1.35%-10413F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…16,143$3.87M2.15%+22013F-HRTimelineGroup
Loudon Investment Management, LLC16,128$3.87M2.2%-10013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC16,100$3.86M0.3%+18813F-HRTimeline
CAPITAL CITY TRUST CO/FL16,062$3.85M0.96%+2,28313F-HRTimeline
Commonwealth Financial Services, LLC16,052$3.85M0.75%+80913F-HRTimeline
Ceeto Capital Group, LLC16,032$3.84M1.41%-1,24413F-HRTimeline
ALGERT GLOBAL LLC16,000$3.84M0.09%+1,69013F-HR/ATimeline
Town & Country Bank & Trust CO dba Firs…15,963$3.83M1.49%-13513F-HRTimeline
Institute for Wealth Management, LLC.15,957$3.83M0.48%-35613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA13,903$3.82M2.14%+15013F-HRTimeline
TCI Wealth Advisors, Inc.15,943$3.82M0.32%-37513F-HRTimeline
Galaxy Digital Capital Management GP LLCin group Galaxy Group Investments LLC15,865$3.8M2.78%13F-HRTimelineGroup
CRITERION CAPITAL ADVISORS, LLC18,793$3.8M2.39%013F-HRTimeline
CFS Investment Advisory Services, LLC15,814$3.79M0.34%-17413F-HRTimeline
Twelve Points Wealth Management LLC15,736$3.77M1.08%-36513F-HRTimeline
NATURAL INVESTMENTS, LLC15,734$3.77M1.04%13F-HRTimeline
Keel Point, LLC15,722$3.77M0.3%+25813F-HRTimeline
Counterweight Ventures, LLC15,709$3.77M2.66%+19113F-HRTimeline
CASTLEARK MANAGEMENT LLC15,685$3.76M0.13%-16,40013F-HRTimeline
Northwest Bank & Trust Co15,018$3.75M2.77%-3813F-HRTimeline
MARTIN & CO INC /TN/15,587$3.74M0.93%-58113F-HRTimeline
Holistic Financial Partners15,573$3.73M1.85%+13413F-HRTimeline
Hudson Value Partners, LLC15,565$3.73M1.39%+57713F-HRTimeline
DELTA FINANCIAL ADVISORS LLC15,552$3.73M1.39%+3313F-HRTimeline
Aprio Wealth Management, LLC15,545$3.73M0.54%+1,23013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …15,542$3.73M0.88%+1,29113F-HRTimelineGroup
Segment Wealth Management, LLC15,534$3.72M0.25%+17313F-HRTimeline
Ramirez Asset Management, Inc.15,527$3.72M0.75%013F-HRTimeline
All Terrain Financial Advisors, LLC15,522$3.72M1.45%+17613F-HRTimeline
CHILTON INVESTMENT CO INC.15,520$3.72M0.1%+7013F-HRTimeline
CGN Advisors LLC15,494$3.71M0.36%-2,61113F-HRTimeline
Secure Asset Management, LLC15,493$3.71M0.56%+8413F-HRTimeline
Chung Wu Investment Group, LLC15,467$3.71M3.73%13F-HRTimeline
TriaGen Wealth Management LLC15,452$3.7M1.25%-713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.15,435$3.7M0.61%-3013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,431$3.7M0.99%-2,37313F-HRTimeline
Permanens Capital L.P.15,429$3.7M0.71%013F-HRTimeline
Meriwether Wealth & Planning, LLC15,383$3.69M2.63%13F-HRTimeline
Regal Investment Advisors LLC15,356$3.68M0.28%-1,10513F-HRTimeline
LS Investment Advisors, LLC15,314$3.67M0.54%+39913F-HRTimeline
Ironwood Financial, llc15,293$3.67M0.77%-813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC15,231$3.65M2.32%-26513F-HRTimeline
Grey Ledge Advisors, LLC15,218$3.65M0.94%-8013F-HRTimeline
Pinnacle West Asset Management, Inc.15,215$3.65M2.61%-24013F-HRTimeline
Ullmann Wealth Partners Group, LLC15,192$3.64M0.47%+22713F-HRTimeline
SFMG, LLC15,171$3.64M0.29%-28413F-HRTimeline
Alteri Wealth LLC15,150$3.63M1.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15,144$3.63M1.32%+39513F-HRTimeline
Aberdeen Wealth Management LLC15,133$3.63M2.49%-30013F-HRTimeline
Invst, LLC15,128$3.63M0.44%+9513F-HRTimeline
Proficio Capital Partners LLC15,097$3.62M0.29%+4,91213F-HR/ATimeline
Blue Capital, Inc.15,070$3.61M2.55%13F-HRTimeline
Boit C F David15,051$3.61M1.47%013F-HRTimeline
SUTTON PLACE INVESTORS LLC15,047$3.61M2.09%+21613F-HRTimeline
MJP ASSOCIATES INC /ADV15,015$3.6M0.65%+54113F-HRTimeline
EULAV Asset Management15,003$3.6M0.09%013F-HRTimeline
Bleichroeder LP15,000$3.6M0.9%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN14,976$3.59M0.32%-25113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.14,964$3.59M0.54%-2,88813F-HR/ATimeline
Cornerstone Advisory, LLC12,966$3.59M0.41%+40913F-HRTimeline
Convergence Financial, LLC14,950$3.58M0.71%+30713F-HRTimeline
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…112,729$3.57M4.72%+108,47613F-HRTimelineGroup
Canopy Partners, LLC14,911$3.57M1.36%+2,96013F-HRTimeline
Flavin Financial Services, Inc.14,907$3.57M3.4%13F-HR/ATimeline
Krilogy Financial LLC14,863$3.56M0.24%+29313F-HRTimeline
Accent Capital Management, LLC14,863$3.56M2.03%+213F-HRTimeline
Royal Harbor Partners, LLC14,859$3.56M1.34%-69813F-HRTimeline
Cynosure Group, LLC14,811$3.55M0.53%-2,73113F-HRTimeline
Point Windward Advisors Inc.14,803$3.55M1.33%-4,08313F-HRTimeline
Bremer Bank National Association14,799$3.55M0.7%-1,43113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC14,764$3.54M0.41%+1,31713F-HRTimeline
Prestige Wealth Management Group LLC14,730$3.53M0.73%+31013F-HR/ATimeline
Aull & Monroe Investment Management Corp14,719$3.53M1.8%-57513F-HRTimeline
Turn8 Private Wealth Inc.14,690$3.52M2.51%13F-HRTimeline
Vectors Research Management, LLC14,666$3.52M1.2%-1,90113F-HRTimeline
Banco BTG Pactual S.A.14,647$3.52M0.82%+12,36913F-HRTimeline
CRUX WEALTH ADVISORS14,657$3.51M1.96%13F-HRTimeline
WEIK CAPITAL MANAGEMENT14,630$3.51M1.43%-25213F-HRTimeline
KLCM Advisors, Inc.14,623$3.51M0.41%+75413F-HRTimeline
Weaver Capital Management LLC14,616$3.5M0.99%-30813F-HRTimeline
Pekin Hardy Strauss, Inc.14,592$3.5M0.44%-83413F-HRTimeline
Catherine Avery Investment Management L…14,576$3.49M3.08%13F-HR/ATimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,903$3.49M1.29%-2913F-HRTimeline
Jackson Hole Capital Partners, LLC14,533$3.48M0.7%-10013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.14,517$3.48M1.82%13F-HRTimeline
Roof Eidam Maycock Peralta, LLC14,494$3.47M0.9%-1,36013F-HRTimeline
Mattson Financial Services, LLC16,451$3.47M1.1%-1,91813F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC14,465$3.47M0.92%+15113F-HRTimeline
Boltwood Capital Management14,450$3.46M1.06%+4013F-HRTimeline
Rockingstone Advisors LLC14,447$3.46M1.53%+18313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC14,413$3.45M1.73%-8413F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…14,390$3.45M2.15%13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC14,380$3.45M0.84%+42113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…14,369$3.44M0.96%-27713F-HRTimeline
Colonial River Investments, LLC14,354$3.44M1.67%+50213F-HRTimeline
G&S Capital LLC14,351$3.44M1.42%-64213F-HRTimeline
Orca Wealth Management, LLC14,349$3.44M3.1%13F-HRTimeline
HARTLINE INVESTMENT CORP/14,337$3.44M0.39%+28313F-HRTimeline
Paradigm Capital Management, LLC/NV14,304$3.43M3.2%-3913F-HRTimeline
SWS Partners14,302$3.43M1.04%-21613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC14,269$3.42M1.24%-1913F-HRTimeline
First Dallas Securities Inc.14,267$3.42M1.39%-5013F-HRTimeline
Ranch Capital Advisors Inc.14,256$3.42M1.61%+9013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.14,245$3.41M1.11%+9513F-HRTimeline
Southland Equity Partners LLC14,240$3.41M0.79%+1,37713F-HRTimeline
Empirical Asset Management, LLC212,034$3.41M1.14%+190,01113F-HRTimeline
GS Investments, Inc.14,225$3.41M1.54%-59313F-HRTimeline
Generali Investments, Management Co LLC14,192$3.4M0.88%13F-HRTimeline
Kesler, Norman & Wride, LLC14,184$3.4M0.73%+2,27013F-HRTimeline
Monument Capital Management14,168$3.4M0.94%+10813F-HRTimeline
BRADY FAMILY WEALTH, LLC14,165$3.4M1.04%-6113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC14,138$3.39M0.85%-6013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC14,127$3.39M2.72%13F-HRTimeline
Greenline Partners, LLC14,101$3.38M0.47%-17213F-HRTimeline
China Universal Asset Management Co., L…14,087$3.38M0.32%+3,76813F-HRTimeline
Lafayette Investments, Inc.14,068$3.37M0.72%-2513F-HRTimeline
ACCOUNT MANAGEMENT LLC14,063$3.37M3.95%-5,60213F-HRTimeline
Hudson Canyon Capital Management14,038$3.37M2.19%-16913F-HRTimeline
James J. Burns & Company, LLC14,037$3.36M0.58%+6,68013F-HRTimeline
OPTIMAS CAPITAL Ltd14,000$3.36M4.53%new13F-HRTimeline
Ballast, Inc.13,994$3.35M0.96%-43413F-HRTimeline
Biltmore Family Office, LLC13,991$3.35M0.56%-23113F-HRTimeline
SHAKER INVESTMENTS LLC/OH13,979$3.35M1.4%-11213F-HRTimeline
Catalina Capital Group, LLC13,960$3.35M1.1%+53713F-HRTimeline
Mount Lucas Management LP13,937$3.34M1.16%-1,06213F-HRTimeline
Twin Lakes Capital Management, LLC13,932$3.34M2.14%+4013F-HRTimeline
GoalVest Advisory LLC13,922$3.34M0.92%-28513F-HRTimeline
SITTNER & NELSON, LLC13,914$3.34M1.45%-93213F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV13,910$3.33M1.92%-18213F-HRTimeline
Bedell Frazier Investment Counselling, …13,908$3.33M0.83%+13713F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT13,905$3.33M1.64%-62813F-HRTimeline
Alaethes Wealth, LLC13,893$3.33M1.19%+9213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC13,890$3.33M0.7%+36813F-HRTimelineGroup
Gladius Capital Management LP13,877$3.33M1.91%-1,32613F-HRTimeline
Insight Inv LLC13,872$3.33M2.32%+63113F-HRTimeline
Grandview Asset Management LLC13,873$3.33M1.22%-35713F-HRTimeline
Cerro Pacific Wealth Advisors LLC15,751$3.32M1.1%-19813F-HRTimeline
Cornerstone Planning, LLC13,834$3.32M1.27%13F-HRTimeline
ORG Partners LLC13,776$3.31M0.45%+1,92913F-HRTimeline
Abundance Wealth Counselors13,768$3.3M0.72%+5613F-HRTimeline
Plante Moran Financial Advisors, LLC13,756$3.3M0.27%-9,57713F-HRTimeline
Onyx Bridge Wealth Group LLC13,729$3.29M0.47%-3413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC15,568$3.28M1.93%13F-HRTimeline
HF Advisory Group, LLC13,677$3.28M1.51%+1,08313F-HRTimeline
Highview Capital Management LLC/DE/13,623$3.27M1.25%+1,89313F-HR/ATimeline
Lantern Wealth Advisors, LLC13,613$3.26M2.12%+4613F-HRTimeline
Vestmark Advisory Solutions, Inc.13,612$3.26M0.11%+2,82513F-HRTimeline
Carl P. Sherr & Co., LLC13,609$3.26M1.71%-4013F-HRTimeline
Greenwich Wealth Management LLC13,583$3.26M0.23%+81213F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.13,567$3.25M0.29%-9013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co13,565$3.25M0.75%013F-HRTimeline
DAVIDSON TRUST CO13,458$3.23M1.66%-10713F-HRTimeline
Gleason Group, Inc.13,432$3.22M0.57%-76313F-HRTimeline
WBH ADVISORY INC13,409$3.21M0.3%+1,50813F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP13,159$3.21M0.57%+1,43313F-HRTimeline
Wealth Alliance Advisory Group, LLC13,397$3.21M0.68%-13913F-HRTimeline
Etesian Wealth Advisors, Inc.13,377$3.21M1.42%-39613F-HRTimeline
Brendel Financial Advisors LLC13,374$3.21M1.94%-913F-HRTimeline
Alexander Randolph Advisory, Inc.13,359$3.2M2.97%-27013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,358$3.2M0.31%-65313F-HR/ATimeline
KPP Advisory Services LLC13,350$3.2M0.75%+21413F-HRTimeline
Corundum Group, Inc.13,323$3.19M1.19%+3,19013F-HRTimeline
Aft, Forsyth & Sober, LLC13,300$3.19M1.03%013F-HRTimeline
WORLD EQUITY GROUP, INC.13,296$3.19M0.68%+6,63813F-HRTimeline
MCF Advisors LLC13,289$3.19M0.22%+44213F-HRTimeline
Castle Rock Wealth Management, LLC11,516$3.19M0.76%-22213F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.13,276$3.18M1.94%-2,87713F-HRTimeline
Second Half Financial Partners, LLC13,246$3.18M1.55%-30313F-HRTimeline
FWG Holdings, LLC11,890$3.17M1.52%+63513F-HRTimeline
Aviso Financial Inc.13,229$3.17M0.16%+1,35713F-HRTimeline
Diversified Enterprises, LLC13,217$3.17M0.3%+1,70313F-HRTimeline
CIM INVESTMENT MANAGEMENT INC13,214$3.17M0.93%+2713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC13,214$3.17M0.32%+16913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…13,207$3.17M0.14%+20613F-HRTimeline
Court Place Advisors, LLC13,141$3.15M1.02%-2,50113F-HRTimeline
DAGCO, INC.13,127$3.15M1.04%+1,27413F-HRTimeline
Centric Wealth Management13,113$3.14M0.85%+5,95413F-HRTimeline
Prosperitas Financial LLC13,103$3.14M1.59%+45113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC13,099$3.14M1.03%+2513F-HRTimeline
Clear Creek Financial Management, LLC13,099$3.14M0.34%-1,59813F-HRTimeline
Stillwater Wealth Management Group13,072$3.13M2.81%13F-HRTimeline
Fragasso Financial Advisors Inc13,071$3.13M0.24%+34113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.13,052$3.13M1.25%+91513F-HRTimeline
Chapman Investment Management, LLC13,047$3.13M2.33%013F-HRTimeline
LMG Wealth Partners, LLC13,045$3.13M0.68%+9113F-HRTimeline
Zions Bancorporation, N.A.13,041$3.13M0.2%+1,88413F-HRTimeline
Tradition Wealth Management, LLC13,027$3.12M0.28%+32413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC13,013$3.12M0.07%+8,84013F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC13,004$3.12M0.63%-1,11413F-HRTimeline
Ulysses Management LLC13,000$3.12M0.72%013F-HRTimeline
Resolute Wealth Strategies, LLC12,982$3.11M1.6%-1,34813F-HRTimeline
Quent Capital, LLC12,963$3.11M0.32%-8413F-HRTimeline
Quotient Wealth Partners, LLC12,954$3.11M0.1%+11213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI12,946$3.1M0.22%-8013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS12,926$3.1M1.37%-21913F-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