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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
Aprio Wealth Management, LLC16,527$4.05M0.51%+98213F-HRTimeline
Financial Engines Advisors L.L.C.16,500$4.05M0.01%-4913F-HRTimeline
CONDOR CAPITAL MANAGEMENT16,494$4.05M0.38%-16013F-HRTimeline
Slocum, Gordon & Co LLP16,494$4.05M3.01%-15013F-HRTimeline
CNB Bank16,462$4.04M2.04%-97213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,611$4.03M0.62%+26713F-HRTimeline
Optas, LLC16,437$4.03M0.7%+17913F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…16,438$4.03M0.16%+7,19113F-HRTimelineGroup
Boltwood Capital Management16,435$4.03M1.23%+1,98513F-HRTimeline
FLC Capital Advisors16,424$4.03M0.9%+14813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV16,422$4.03M1.08%+10713F-HRTimeline
Atlas Legacy Advisors, LLC16,402$4.02M1.02%+20813F-HRTimeline
Moser Wealth Advisors, LLC16,384$4.02M2.11%-20013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.16,353$4.01M1.93%-26013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.16,328$4.01M0.6%+1,36413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,319$4M0.18%+3,11213F-HRTimeline
Mach-1 Financial Group, LLC16,295$4M1.2%+11,45213F-HRTimeline
First City Capital Management, Inc.16,278$3.99M2.39%-7813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO16,245$3.98M0.96%-1,94513F-HRTimeline
Crews Bank & Trust16,194$3.97M0.68%-23713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC16,145$3.96M0.31%+4513F-HRTimeline
Cornell Pochily Investment Advisors, In…16,129$3.96M1.39%-4213F-HRTimeline
SWEENEY & MICHEL, LLC18,236$3.95M1.73%13F-HRTimeline
Counterweight Ventures, LLC16,099$3.95M2.83%+39013F-HRTimeline
Convergence Investment Partners, LLC16,084$3.95M1.09%-1,42713F-HRTimeline
Trivant Custom Portfolio Group, LLC16,046$3.94M2.26%-15313F-HRTimeline
Ceeto Capital Group, LLC16,036$3.93M1.49%+413F-HRTimeline
MN Wealth Advisors, LLC15,994$3.92M2.3%+14,39513F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…15,980$3.92M2.32%-16313F-HRTimelineGroup
Krilogy Financial LLC15,976$3.92M0.25%+1,11313F-HRTimeline
JPL Wealth Management, LLC15,976$3.92M1.12%-72713F-HR/ATimeline
DILLON & ASSOCIATES INC15,988$3.92M0.58%-57513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15,942$3.91M0.25%13F-HRTimeline
Meriwether Wealth & Planning, LLC15,931$3.91M2.55%+54813F-HRTimeline
Institute for Wealth Management, LLC.15,897$3.9M0.5%-6013F-HRTimeline
KLCM Advisors, Inc.15,834$3.88M0.45%+1,21113F-HRTimeline
Weil Company, Inc.15,830$3.88M1.16%-1,40113F-HRTimeline
Jessup Wealth Management, Inc15,822$3.88M1.63%+14,86613F-HRTimeline
DELTA FINANCIAL ADVISORS LLC15,800$3.88M1.46%+24813F-HRTimeline
Vectors Research Management, LLC15,799$3.88M1.36%+1,13313F-HRTimeline
NATURAL INVESTMENTS, LLC15,765$3.87M1.1%+3113F-HRTimeline
NWF Advisory Services Inc.15,694$3.85M0.54%-1,33913F-HRTimeline
CFS Investment Advisory Services, LLC15,688$3.85M0.34%-12613F-HRTimeline
China Universal Asset Management Co., L…15,648$3.84M0.36%+1,56113F-HRTimeline
Sawyer & Company, Inc15,595$3.83M1.55%-1,45513F-HRTimeline
Biltmore Family Office, LLC15,541$3.81M0.65%+1,55013F-HRTimeline
Cerro Pacific Wealth Advisors LLC15,888$3.81M1.24%+13713F-HRTimeline
TOWER TRUST & INVESTMENT Co15,569$3.81M3.07%13F-HRTimeline
Catherine Avery Investment Management L…15,517$3.81M3.41%+94113F-HRTimeline
Holistic Financial Partners15,517$3.81M1.83%-5613F-HRTimeline
Weaver Capital Management LLC15,483$3.8M1.01%+86713F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC15,481$3.8M3.09%-2,76513F-HRTimeline
MARTIN & CO INC /TN/15,471$3.79M0.73%-11613F-HRTimeline
Convergence Financial, LLC15,458$3.79M0.74%+50813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.15,435$3.79M0.63%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,430$3.78M1.06%-113F-HRTimeline
CERTUITY, LLC15,420$3.78M0.4%-31,03613F-HRTimeline
Ironwood Financial, llc15,400$3.78M0.81%+10713F-HRTimeline
Clear Creek Financial Management, LLC15,391$3.78M0.39%+2,29213F-HRTimeline
Flavin Financial Services, Inc.15,389$3.77M3.47%+48213F-HR/ATimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.15,363$3.77M2.44%+2,08713F-HRTimeline
Hudson Value Partners, LLC15,347$3.76M1.41%-21813F-HRTimeline
Ramirez Asset Management, Inc.15,344$3.76M0.78%-18313F-HRTimeline
Chung Wu Investment Group, LLC15,317$3.76M4.49%-15013F-HRTimeline
Ullmann Wealth Partners Group, LLC15,316$3.76M0.5%+12413F-HRTimeline
Cynosure Group, LLC15,283$3.75M0.52%+47213F-HRTimeline
TCI Wealth Advisors, Inc.15,281$3.75M0.3%-66213F-HRTimeline
TriaGen Wealth Management LLC15,280$3.75M1.32%-17213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,395$3.74M0.32%-2,72013F-HRTimeline
SFMG, LLC15,249$3.74M0.3%+7813F-HRTimeline
NVWM, LLC15,216$3.73M0.99%-1,18613F-HRTimeline
Proficio Capital Partners LLC15,191$3.73M0.29%+9413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15,182$3.72M1.38%+3813F-HRTimeline
GoalVest Advisory LLC15,179$3.72M1.02%+1,25713F-HRTimeline
LS Investment Advisors, LLC15,171$3.72M0.57%-14313F-HRTimeline
Phoenix Wealth Advisors15,143$3.71M1.62%-1,81913F-HRTimeline
Aberdeen Wealth Management LLC15,133$3.71M2.56%013F-HRTimeline
CORNERSTONE ENTERPRISES, LLC15,107$3.71M2.26%new13F-HRTimeline
Evelyn Partners Investment Management (…15,077$3.7M1.38%-1,71113F-HR/ATimeline
Twelve Points Wealth Management LLC15,035$3.69M1%-70113F-HRTimeline
Ranch Capital Advisors Inc.15,035$3.69M1.75%+77913F-HRTimeline
MJP ASSOCIATES INC /ADV15,015$3.68M0.66%013F-HRTimeline
EULAV Asset Management15,003$3.68M0.09%013F-HRTimeline
Bleichroeder LP15,000$3.68M0.98%013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC14,990$3.68M4.87%13F-HRTimeline
Cordgrass Capital Advisors, LLC14,968$3.67M1.05%-1,74313F-HRTimeline
Park Place Capital Corp14,928$3.66M0.99%+2,96513F-HRTimeline
Pinnacle West Asset Management, Inc.14,925$3.66M2.64%-29013F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP14,898$3.65M0.14%+2,22913F-HRTimelineGroup
Grandview Asset Management LLC14,880$3.65M1.39%+1,00713F-HRTimeline
Roof Eidam Maycock Peralta, LLC14,874$3.65M0.97%+38013F-HRTimeline
Bremer Bank National Association14,873$3.65M0.65%+7413F-HRTimeline
Accent Capital Management, LLC14,864$3.65M2.11%+113F-HRTimeline
Alteri Wealth LLC14,852$3.64M1.6%-29813F-HRTimeline
Centric Wealth Management14,793$3.63M0.95%+1,68013F-HRTimeline
Boit C F David14,751$3.62M1.82%-30013F-HRTimeline
KKM Financial LLC14,720$3.61M1.53%-2,13413F-HRTimeline
Prestige Wealth Management Group LLC14,716$3.61M0.77%-1413F-HR/ATimeline
OKABENA INVESTMENT SERVICES INC14,714$3.61M0.91%+3,44213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN14,704$3.61M0.34%-27213F-HRTimeline
Rockingstone Advisors LLC14,702$3.61M1.62%+25513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,664$3.6M0.85%-87813F-HRTimelineGroup
SWS Partners14,648$3.59M1.18%+34613F-HR/ATimeline
apricus wealth, LLC14,647$3.59M2.14%-2,96113F-HRTimeline
Aull & Monroe Investment Management Corp14,619$3.59M1.78%-10013F-HRTimeline
Turn8 Private Wealth Inc.14,618$3.59M2.8%-7213F-HRTimeline
Canopy Partners, LLC14,613$3.58M1.4%-29813F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.14,590$3.58M1.14%+34513F-HRTimeline
Jackson Hole Capital Partners, LLC14,567$3.57M0.71%+3413F-HRTimeline
Point Windward Advisors Inc.14,553$3.57M1.42%-25013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd14,524$3.56M1.52%+5,20013F-HRTimelineGroup
GTS SECURITIES LLC14,508$3.56M0.15%-4,62013F-HRTimeline
Elyxium Wealth, LLC14,490$3.55M1.57%+9,31513F-HRTimeline
WEIK CAPITAL MANAGEMENT14,470$3.55M1.44%-16013F-HRTimeline
Marion Wealth Management14,469$3.55M0.95%-2,27913F-HRTimeline
Richard P Slaughter Associates Inc14,450$3.54M0.83%-7,46813F-HRTimeline
HARTLINE INVESTMENT CORP/14,442$3.54M0.47%+10513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC14,432$3.54M2.2%-1,13613F-HRTimeline
San Luis Wealth Advisors LLC14,417$3.54M0.8%-6,11013F-HR/ATimeline
Southland Equity Partners LLC14,414$3.54M0.82%+17413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC14,405$3.53M1.64%-813F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC14,404$3.53M1.04%-6113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC14,402$3.53M0.94%+26413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC14,399$3.53M0.07%+2,52613F-HRTimeline
First Dallas Securities Inc.14,396$3.53M1.48%+12913F-HRTimeline
Orca Wealth Management, LLC14,387$3.53M3.16%+3813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.14,371$3.53M1.83%-14613F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC14,318$3.51M1.17%+13,40313F-HRTimeline
Congress Park Capital LLC14,308$3.51M1.33%-2,52513F-HRTimeline
WRAPMANAGER INC14,302$3.51M0.92%-5,31313F-HRTimeline
Ballast, Inc.14,290$3.51M0.99%+29613F-HRTimeline
Greenline Partners, LLC14,275$3.5M0.55%+17413F-HRTimeline
Lafayette Investments, Inc.14,219$3.49M0.74%+15113F-HRTimeline
GS Investments, Inc.14,190$3.48M1.64%-3513F-HRTimeline
Grey Ledge Advisors, LLC14,163$3.47M0.91%-1,05513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.14,160$3.47M0.31%+59313F-HRTimeline
DAGCO, INC.14,121$3.46M1.12%+99413F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC14,111$3.46M2.27%-1,12013F-HRTimeline
ACCOUNT MANAGEMENT LLC14,063$3.45M3.8%013F-HRTimeline
WBH ADVISORY INC14,025$3.44M0.32%+61613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC14,025$3.44M0.4%-73913F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV14,019$3.44M1.77%+10913F-HRTimeline
Onyx Bridge Wealth Group LLC14,018$3.44M0.49%+28913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC13,983$3.43M1.16%+88413F-HRTimeline
Monument Capital Management13,972$3.43M1.05%-19613F-HRTimeline
Twin Lakes Capital Management, LLC13,969$3.43M2.31%+3713F-HRTimeline
James J. Burns & Company, LLC13,969$3.43M0.61%-6813F-HRTimeline
Empirical Asset Management, LLC13,966$3.43M1.17%-198,06813F-HRTimeline
Heartland Bank & Trust Co13,956$3.42M1.76%-4,38513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…13,952$3.42M1.45%-41713F-HRTimeline
Interchange Capital Partners, LLC13,949$3.42M0.96%+2,57013F-HRTimeline
Stillwater Wealth Management Group13,942$3.42M2.96%+87013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA13,918$3.41M2.01%+1513F-HRTimeline
Breakwater Capital Group13,917$3.41M0.61%+2,86013F-HRTimeline
SITTNER & NELSON, LLC13,906$3.41M1.46%-813F-HRTimeline
Revolve Wealth Partners, LLC13,897$3.41M0.49%+1,90013F-HRTimeline
Alaethes Wealth, LLC13,870$3.4M1.25%-2313F-HRTimeline
Abundance Wealth Counselors14,113$3.4M0.71%+34513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…13,861$3.4M2.38%-52913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.13,850$3.4M1.33%+79813F-HRTimeline
Insight Inv LLC29,376$3.39M2.34%+15,50413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,811$3.39M0.34%+45313F-HR/ATimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,811$3.39M0.08%+1,32013F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC13,805$3.39M0.35%+59113F-HRTimeline
SAXON INTERESTS, INC.13,801$3.39M1.58%+3,34513F-HRTimeline
CIM INVESTMENT MANAGEMENT INC13,760$3.38M0.77%+54613F-HRTimeline
SHAKER INVESTMENTS LLC/OH13,689$3.36M1.62%-29013F-HRTimeline
Bedell Frazier Investment Counselling, …13,688$3.36M0.85%-22013F-HRTimeline
Wealth Architects, LLC13,675$3.35M0.37%+3,20813F-HR/ATimeline
BENEDICT FINANCIAL ADVISORS INC13,640$3.35M0.78%-74013F-HRTimeline
Royal Harbor Partners, LLC13,592$3.33M1.29%-1,26713F-HRTimeline
Broadleaf Partners, LLC13,573$3.33M0.87%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co13,565$3.33M0.8%013F-HRTimeline
Quadrant Private Wealth Management, LLC13,510$3.31M0.83%-2,80813F-HRTimeline
Alta Wealth Advisors LLC13,502$3.31M1.52%+4,87613F-HRTimeline
Tradition Wealth Management, LLC13,499$3.31M0.29%+47213F-HRTimeline
HF Advisory Group, LLC13,493$3.31M1.45%-18413F-HRTimeline
Resolute Wealth Strategies, LLC13,458$3.3M1.84%+47613F-HRTimeline
Prosperitas Financial LLC13,454$3.3M1.71%+35113F-HRTimeline
Aft, Forsyth & Sober, LLC13,400$3.29M1.15%+10013F-HRTimeline
Schear Investment Advisers, LLC13,385$3.28M1.89%+52513F-HRTimeline
Carmignac Gestion13,374$3.28M0.05%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC13,371$3.28M1.2%-89813F-HRTimeline
Brendel Financial Advisors LLC13,366$3.28M1.99%-813F-HRTimeline
Concentric Capital Strategies, LP13,337$3.27M0.33%-27,46713F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT13,317$3.27M1.66%-58813F-HRTimeline
Highview Capital Management LLC/DE/13,306$3.26M1.37%-31713F-HRTimeline
Gleason Group, Inc.13,299$3.26M0.59%-13313F-HRTimeline
MGB Wealth Management, LLC13,332$3.26M1.18%+1,96413F-HRTimeline
Cornerstone Advisory, LLC13,082$3.26M0.38%+11613F-HRTimeline
Purus Wealth Management, LLC13,287$3.26M1.39%+54613F-HRTimeline
Falcon Wealth Planning13,283$3.26M0.36%+39613F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT13,249$3.25M2.74%-5,90013F-HRTimeline
BRADY FAMILY WEALTH, LLC13,243$3.25M1.04%-92213F-HRTimeline
Regal Investment Advisors LLC13,227$3.24M0.26%-2,12913F-HRTimeline
Quent Capital, LLC13,224$3.24M0.34%+26113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC13,219$3.24M0.69%-67113F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC13,218$3.24M0.64%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC13,218$3.24M0.27%-5,22613F-HRTimeline
CRUX WEALTH ADVISORS13,200$3.24M1.69%-1,45713F-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