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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,686 managers (4,752 13F filers) reported a position in JPM shares at 2025-06-30, 2,011,737,941 shares in all. 178 filers opened a position and 105 filers sold out during the quarter.

Managers
4,686
13F filers
4,752
New
178
Added
2,027
Reduced
2,016
Sold out
105
Shares held by filers
2,011,737,941

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd16,226$4.7M1.03%+11,48613F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…16,222$4.7M0.25%+28013F-HRTimeline
RAELIPSKIE PARTNERSHIP16,178$4.69M2.15%-1,86813F-HRTimeline
Institute for Wealth Management, LLC.16,115$4.67M0.52%+21813F-HRTimeline
First City Capital Management, Inc.16,110$4.67M2.7%-16813F-HRTimeline
Rydar Equities, Inc.16,083$4.66M3.69%13F-HRTimeline
Lafayette Investments, Inc.16,046$4.65M0.94%+1,82713F-HRTimeline
CFS Investment Advisory Services, LLC15,959$4.63M0.38%+27113F-HRTimeline
FLC Capital Advisors15,957$4.63M0.96%-46713F-HRTimeline
Trivant Custom Portfolio Group, LLC15,930$4.62M2.54%-11613F-HRTimeline
KLCM Advisors, Inc.15,927$4.62M0.49%+9313F-HRTimeline
JPL Wealth Management, LLC15,920$4.62M1.25%-5613F-HRTimeline
Jessup Wealth Management, Inc15,871$4.6M1.85%+4913F-HRTimeline
TOWER TRUST & INVESTMENT Co15,870$4.6M3.27%+30113F-HRTimeline
DILLON & ASSOCIATES INC15,824$4.59M0.62%-16413F-HRTimeline
Aster Capital Management (DIFC) Ltd15,769$4.57M1.04%new13F-HRTimeline
Ameliora Wealth Management Ltd.15,764$4.57M1.63%-7,25713F-HRTimeline
Cynosure Group, LLC15,707$4.55M0.52%+42413F-HRTimeline
Clear Creek Financial Management, LLC15,691$4.55M0.43%+30013F-HRTimeline
Crescent Sterling, Ltd.15,685$4.55M5.09%-1,69013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.15,660$4.54M1.62%+1,81013F-HRTimeline
Ranch Capital Advisors Inc.15,659$4.54M1.97%+62413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA15,638$4.53M2.41%+1,72013F-HRTimeline
Cerro Pacific Wealth Advisors LLC15,632$4.53M1.26%-25613F-HRTimeline
Tradition Wealth Management, LLC15,619$4.53M0.36%+2,12013F-HRTimeline
Ceeto Capital Group, LLC15,613$4.53M1.57%-42313F-HRTimeline
FSM Wealth Advisors, LLC15,462$4.51M0.73%+4,55913F-HRTimeline
LS Investment Advisors, LLC15,560$4.51M0.66%+38913F-HRTimeline
GoalVest Advisory LLC15,526$4.5M1.11%+34713F-HRTimeline
DELTA FINANCIAL ADVISORS LLC15,516$4.5M1.58%-28413F-HRTimeline
Ullmann Wealth Partners Group, LLC15,504$4.49M0.53%+18813F-HRTimeline
TBH Global Asset Management, LLC15,502$4.49M0.96%-6,34713F-HRTimeline
Convergence Financial, LLC15,481$4.49M0.77%+2313F-HRTimeline
Purus Wealth Management, LLC15,467$4.48M1.56%+2,18013F-HR/ATimeline
NVWM, LLC15,462$4.48M1.08%+24613F-HRTimeline
CNB Bank15,443$4.48M2.12%-1,01913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.15,435$4.47M0.68%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,415$4.47M1.17%-1513F-HRTimeline
MARTIN & CO INC /TN/15,404$4.47M0.82%-6713F-HRTimeline
MJP ASSOCIATES INC /ADV15,376$4.46M0.66%+36113F-HRTimeline
NATURAL INVESTMENTS, LLC15,358$4.45M1.15%-40713F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC15,347$4.45M7.04%+35713F-HRTimeline
Holistic Financial Partners15,344$4.45M1.95%-17313F-HRTimeline
Weaver Capital Management LLC15,329$4.44M1.09%-15413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.15,329$4.44M3.15%-2,29613F-HRTimeline
Chung Wu Investment Group, LLC15,317$4.44M4.63%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,309$4.44M0.34%-8613F-HRTimeline
Alteri Wealth LLC15,280$4.43M1.72%+42813F-HRTimeline
PEAK6 LLCin group PEAK6 LLC15,259$4.42M0.15%+15,25613F-HR/ATimelineGroup
Integrity Financial Corp /WA15,207$4.41M2.25%+11,89313F-HRTimeline
Vectors Research Management, LLC15,196$4.41M1.51%-60313F-HRTimeline
Accent Capital Management, LLC15,189$4.4M1.96%+32513F-HRTimeline
HF Advisory Group, LLC15,151$4.39M1.74%+1,65813F-HRTimeline
West Family Investments, Inc.15,150$4.39M1.15%+5,27213F-HRTimeline
TCI Wealth Advisors, Inc.15,141$4.39M0.3%-14013F-HRTimeline
Aberdeen Wealth Management LLC15,133$4.39M2.92%013F-HRTimeline
Twelve Points Wealth Management LLC15,080$4.37M1.18%+4513F-HRTimeline
OKABENA INVESTMENT SERVICES INC15,014$4.35M0.97%+30013F-HRTimeline
Bleichroeder LP15,000$4.35M1.07%013F-HRTimeline
Atlas Legacy Advisors, LLC14,984$4.34M0.96%-1,41813F-HRTimeline
Marks Group Wealth Management, Inc14,983$4.34M0.4%-5,26713F-HRTimeline
Octavia Wealth Advisors, LLC14,977$4.34M0.49%-5,79613F-HRTimeline
Centric Wealth Management15,034$4.34M1.04%+24113F-HRTimeline
Roof Eidam Maycock Peralta, LLC14,974$4.34M1.07%+10013F-HRTimeline
Mach-1 Financial Group, LLC14,949$4.33M1.27%-1,34613F-HRTimeline
MASECO LLP14,936$4.33M0.16%13F-HRTimeline
CERTUITY, LLC14,915$4.32M0.41%-50513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC14,896$4.32M1.32%-28613F-HRTimeline
Lodestone Wealth Management LLC14,881$4.31M2.1%-2,79713F-HRTimeline
National Philanthropic Trust14,870$4.31M0.06%+2,02113F-HRTimeline
Legacy Capital Group California, Inc.14,869$4.31M1.19%+4,93813F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP14,537$4.3M0.73%+19513F-HRTimeline
Elyxium Wealth, LLC14,841$4.3M1.61%+35113F-HRTimeline
Catherine Avery Investment Management L…14,829$4.3M3.27%-68813F-HRTimeline
Greenline Partners, LLC14,816$4.3M0.58%+54113F-HRTimeline
Grandview Asset Management LLC14,807$4.29M1.37%-7313F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC14,805$4.29M3.25%-67613F-HRTimeline
Meriwether Wealth & Planning, LLC14,802$4.29M2.69%-1,12913F-HRTimeline
ELEVATUS WELATH MANAGEMENT14,766$4.28M1.43%+10,65013F-HRTimeline
Boit C F David14,751$4.28M2.06%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…14,750$4.28M1.48%+79813F-HRTimeline
Weil Company, Inc.14,747$4.28M1.13%-1,08313F-HRTimeline
Canopy Partners, LLC14,738$4.27M1.57%+12513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,724$4.27M0.92%+6013F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.14,723$4.27M1.22%+13313F-HRTimeline
SFMG, LLC14,718$4.27M0.32%-53113F-HRTimeline
Drake & Associates, LLC14,663$4.25M1.04%+4,68213F-HRTimeline
Blue Capital, Inc.14,659$4.25M3.01%13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.14,649$4.25M2.1%-1,70413F-HRTimeline
Pinnacle West Asset Management, Inc.14,590$4.23M2.92%-33513F-HRTimeline
Jackson Hole Capital Partners, LLC14,581$4.23M0.78%+1413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC14,578$4.23M1.25%+59513F-HRTimeline
Evelyn Partners Investment Management (…14,557$4.22M1.51%-52013F-HR/ATimeline
Alta Advisers Ltdin group Alta Advisers Ltd14,524$4.21M1.5%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.14,496$4.2M2%+12513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,484$4.2M0.37%+67313F-HR/ATimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC14,477$4.2M0.97%+7513F-HRTimeline
WEIK CAPITAL MANAGEMENT14,472$4.2M1.66%+213F-HRTimeline
Flavin Financial Services, Inc.14,400$4.17M4.05%-98913F-HR/ATimeline
Regal Investment Advisors LLC14,376$4.17M0.31%+1,14913F-HRTimeline
Harold Davidson & Associates Inc.14,365$4.16M2.7%-3,88013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC14,340$4.16M2.38%+22913F-HRTimeline
Prestige Wealth Management Group LLC14,312$4.15M0.85%-40413F-HR/ATimeline
Quadrant Private Wealth Management, LLC14,310$4.15M0.86%+80013F-HRTimeline
Bedell Frazier Investment Counselling, …14,308$4.15M1.04%+62013F-HRTimeline
Interchange Capital Partners, LLC14,299$4.15M0.96%+35013F-HR/ATimeline
Prosperitas Financial LLC14,284$4.14M1.95%+83013F-HRTimeline
Southland Equity Partners LLC14,281$4.14M0.91%-13313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC14,252$4.13M2.95%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC14,240$4.13M1.81%-16513F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC14,238$4.13M1.35%-8013F-HRTimeline
Quotient Wealth Partners, LLC14,216$4.12M0.12%+1,71113F-HRTimeline
Grey Ledge Advisors, LLC14,184$4.11M1.01%+2113F-HRTimeline
SITTNER & NELSON, LLC14,181$4.11M1.65%+27513F-HRTimeline
Phoenix Wealth Advisors14,169$4.11M1.72%-97413F-HRTimeline
Orca Wealth Management, LLC14,147$4.1M3.45%-24013F-HRTimeline
apricus wealth, LLC14,097$4.09M2.38%-55013F-HRTimeline
First Dallas Securities Inc.14,076$4.08M1.61%-32013F-HRTimeline
Revolve Wealth Partners, LLC14,042$4.07M0.53%+14513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.14,042$4.07M0.35%-11813F-HRTimeline
James J. Burns & Company, LLC14,030$4.07M0.66%+6113F-HRTimeline
GS Investments, Inc.14,024$4.07M1.8%-16613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC14,022$4.07M0.4%-313F-HRTimeline
Empirical Asset Management, LLC14,018$4.06M1.26%+5213F-HRTimeline
Ballast, Inc.13,994$4.06M1.06%-29613F-HR/ATimeline
Alaethes Wealth, LLC13,984$4.05M1.21%+11413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN13,954$4.05M0.35%-75013F-HRTimeline
DAGCO, INC.13,950$4.04M1.13%-17113F-HRTimeline
Breakwater Capital Group13,939$4.04M0.66%+2213F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV13,916$4.03M1.95%-10313F-HRTimeline
Twin Lakes Capital Management, LLC13,908$4.03M2.45%-6113F-HRTimeline
Onyx Bridge Wealth Group LLC13,905$4.03M0.53%-11313F-HRTimeline
VEGA INVESTMENT SOLUTIONS13,878$4.02M0.95%+2,62613F-HRTimeline
Congress Park Capital LLC13,858$4.02M1.32%-45013F-HRTimeline
HARTLINE INVESTMENT CORP/13,837$4.01M0.46%-60513F-HRTimeline
Loudon Investment Management, LLC13,833$4.01M2.22%-2,88013F-HRTimeline
Marion Wealth Management13,815$4.01M1%-65413F-HRTimeline
Quent Capital, LLC13,800$4M0.39%+57613F-HRTimeline
BOS Asset Management, LLC13,799$4M1.28%+89113F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC13,751$3.99M1%-65313F-HRTimeline
One Charles Private Wealth Services, LLC13,697$3.97M1.12%+1,36513F-HRTimeline
Abundance Wealth Counselors14,095$3.97M0.74%-1813F-HRTimeline
Biltmore Family Office, LLC13,663$3.96M0.67%-1,87813F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…13,686$3.96M2.69%-4,02813F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,640$3.95M0.22%-16,52813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC13,631$3.95M3.35%13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…13,624$3.95M2.36%-23713F-HRTimeline
Alta Wealth Advisors LLC13,622$3.95M1.86%+12013F-HRTimeline
Financial Advocates Investment Manageme…13,604$3.94M0.32%-5,69713F-HRTimeline
Highview Capital Management LLC/DE/13,601$3.94M1.52%+29513F-HRTimeline
Aft, Forsyth & Sober, LLC13,600$3.94M1.33%+20013F-HRTimeline
Turn8 Private Wealth Inc.13,543$3.94M2.84%-1,07513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC13,574$3.94M0.37%-23113F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.13,572$3.93M2.3%-1,79113F-HRTimeline
SWS Partners13,564$3.93M1.06%-1,08413F-HRTimeline
Heartland Bank & Trust Co13,550$3.93M1.84%-40613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,542$3.93M0.08%-26913F-HRTimelineGroup
Monument Capital Management13,541$3.93M1.02%-43113F-HRTimeline
Parallax Volatility Advisers, L.P.13,514$3.92M0.16%-16,35313F-HRTimeline
ACCOUNT MANAGEMENT LLC13,513$3.92M4.3%-55013F-HRTimeline
Wealth Architects, LLC13,471$3.91M0.4%-20413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC13,411$3.89M0.68%+19313F-HRTimeline
Insight Inv LLC13,402$3.89M2.61%-15,97413F-HRTimeline
Signature Wealth Management Partners, L…13,397$3.88M2.22%+81713F-HRTimeline
Royal Harbor Partners, LLC13,382$3.88M1.42%-21013F-HRTimeline
San Luis Wealth Advisors LLC13,378$3.88M0.83%-1,03913F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC13,377$3.88M0.88%-26313F-HRTimeline
Schear Investment Advisers, LLC13,368$3.88M1.92%-1713F-HRTimeline
Falcon Wealth Planning13,358$3.87M0.39%+7513F-HRTimeline
Richard P Slaughter Associates Inc13,344$3.87M0.79%-1,10613F-HRTimeline
Wealth Alliance Advisory Group, LLC13,330$3.86M0.74%+17513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co13,325$3.86M0.89%-24013F-HRTimeline
Cornerstone Advisory, LLC13,302$3.86M0.41%+22013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC13,300$3.86M0.75%+8113F-HRTimelineGroup
LMG Wealth Partners, LLC13,265$3.85M0.79%+21913F-HRTimeline
Select Asset Management & Trust13,262$3.85M1.32%+2,62313F-HRTimeline
Lantern Wealth Advisors, LLC13,260$3.84M2.29%13F-HRTimeline
Resolute Wealth Strategies, LLC13,256$3.84M2.06%-20213F-HRTimeline
BRADY FAMILY WEALTH, LLC13,213$3.83M1.19%-3013F-HRTimeline
Global Financial Private Client, LLC13,182$3.82M1.43%+2,10513F-HRTimeline
Aull & Monroe Investment Management Corp13,172$3.82M2.05%-1,44713F-HRTimeline
Cannon Advisors, Inc.13,172$3.82M3.07%+30813F-HRTimeline
Beacon Financial Advisory LLC13,147$3.81M0.99%+3,26013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,706$3.81M1.38%-17713F-HRTimeline
Cordgrass Capital Advisors, LLC13,130$3.81M1.03%-1,83813F-HRTimeline
Chapman Investment Management, LLC13,121$3.8M2.65%013F-HRTimeline
Park Edge Advisors, LLC13,111$3.8M0.97%+89213F-HRTimeline
CGN Advisors LLC13,105$3.8M0.34%+413F-HRTimeline
Purkiss Capital Advisors LLC13,081$3.79M2.11%+1,89513F-HRTimeline
MGB Wealth Management, LLC13,089$3.79M1.25%-24313F-HRTimeline
Guerra Advisors Inc13,053$3.78M1.79%+2,17613F-HRTimeline
LM Advisors LLC13,052$3.78M0.49%+3,10113F-HRTimeline
Advisory Alpha, LLC13,044$3.78M0.12%+23613F-HRTimeline
PYA Waltman Capital, LLC13,039$3.78M1.09%+62013F-HRTimeline
Ironwood Financial, llc15,400$3.78M0.81%013F-HRTimeline
MCF Advisors LLC13,026$3.78M0.25%+713F-HRTimeline
Winthrop Capital Management, LLC13,025$3.78M0.95%-1513F-HRTimeline
Canvas Wealth Advisors, LLC12,658$3.78M0.74%+35613F-HRTimeline
Ulysses Management LLC13,000$3.77M0.81%013F-HRTimeline
EULAV Asset Management13,000$3.77M0.09%-2,00313F-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