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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
ECLECTIC ASSOCIATES INC /ADV15,616$4.93M0.9%-2,31813F-HRTimeline
MJP ASSOCIATES INC /ADV15,587$4.92M0.65%+21113F-HRTimeline
Ironwood Financial, llc15,580$4.91M0.87%+18013F-HRTimeline
JPL Wealth Management, LLC15,538$4.9M1.16%-38213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.15,510$4.89M0.7%+7513F-HRTimeline
MARTIN & CO INC /TN/15,491$4.89M0.87%+8713F-HRTimeline
Biltmore Family Office, LLC15,476$4.88M0.69%+1,81313F-HRTimeline
Centric Wealth Management15,683$4.88M1.09%+64913F-HRTimeline
Cambria Investment Management, L.P.15,469$4.88M0.3%+3,06813F-HR/ATimeline
Holistic Financial Partners15,469$4.88M2%+12513F-HRTimeline
Purus Wealth Management, LLC15,468$4.88M1.56%+113F-HRTimeline
Rydar Equities, Inc.15,681$4.87M3.9%-40213F-HRTimeline
Integrity Financial Corp /WA15,439$4.87M2.33%+23213F-HRTimeline
Accent Capital Management, LLC15,422$4.86M2.04%+23313F-HRTimeline
TCI Wealth Advisors, Inc.15,412$4.86M0.29%+27113F-HRTimeline
Hudson Value Partners, LLC15,409$4.86M1.53%-2,14813F-HRTimeline
Delta Accumulation, LLC23,006$4.85M27.37%+213F-HRTimeline
TOWER TRUST & INVESTMENT Co15,373$4.85M3.26%-49713F-HRTimeline
Grandview Asset Management LLC15,327$4.83M1.36%+52013F-HRTimeline
NATURAL INVESTMENTS, LLC15,326$4.83M1.21%-3213F-HRTimeline
Counterweight Ventures, LLC15,322$4.83M2.83%-1,34713F-HRTimeline
Chung Wu Investment Group, LLC15,317$4.83M4.02%013F-HRTimeline
West Family Investments, Inc.15,288$4.82M1.08%+13813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,251$4.81M1.17%-16413F-HRTimeline
Crescent Sterling, Ltd.15,213$4.8M5.05%-47213F-HRTimeline
SFMG, LLC15,195$4.79M0.33%+47713F-HRTimeline
Convergence Financial, LLC15,190$4.79M0.72%-29113F-HRTimeline
Van Cleef Asset Management,Inc15,165$4.78M0.49%-1,45513F-HRTimeline
KLCM Advisors, Inc.15,147$4.78M0.48%-78013F-HRTimeline
Alteri Wealth LLC15,120$4.77M1.64%-16013F-HRTimeline
NVWM, LLC15,101$4.76M1.07%-36113F-HRTimeline
Twelve Points Wealth Management LLC15,065$4.75M1.18%-1513F-HRTimeline
Regal Investment Advisors LLC15,056$4.75M0.31%+68013F-HRTimeline
ELEVATUS WELATH MANAGEMENT15,047$4.75M1.37%+28113F-HRTimeline
Vectors Research Management, LLC15,046$4.75M1.5%-15013F-HRTimeline
ZEGA Investments, LLC15,035$4.74M1.09%+7,33913F-HRTimeline
Stillwater Wealth Management Group15,025$4.74M3.32%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,022$4.74M0.32%-28713F-HRTimeline
Bleichroeder LPin group Bleichroeder LP15,000$4.73M0.92%013F-HRTimelineGroup
GTS SECURITIES LLC14,993$4.73M0.18%+4,56413F-HRTimeline
INVESTMENT HOUSE LLC14,981$4.73M0.22%+8,66513F-HRTimeline
Lodestone Wealth Management LLC14,965$4.72M2.12%+8413F-HRTimeline
Elyxium Wealth, LLC14,934$4.71M1.64%+9313F-HRTimeline
Marks Group Wealth Management, Inc14,912$4.7M0.44%-7113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.14,900$4.7M1.27%+17713F-HRTimeline
Canopy Partners, LLC14,894$4.7M1.57%+15613F-HRTimeline
MASECO LLP14,880$4.69M0.23%-5613F-HRTimeline
VCI Wealth Management LLC14,861$4.69M1.42%+3,03613F-HRTimeline
Aberdeen Wealth Management LLC14,833$4.68M2.94%-30013F-HRTimeline
Flavin Financial Services, Inc.14,830$4.68M3.32%+43013F-HR/ATimeline
TOUNJIAN ADVISORY PARTNERS, LLC14,828$4.68M1.57%-9,01613F-HRTimeline
Roof Eidam Maycock Peralta, LLC14,791$4.67M1.13%-18313F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP15,153$4.66M0.79%+61613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments14,765$4.66M0.27%-23,85913F-HRTimelineGroup
Boit C F David14,751$4.65M2.11%013F-HRTimeline
Quotient Wealth Partners, LLC14,704$4.64M0.13%+48813F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC14,682$4.63M7.57%-66513F-HRTimeline
Quadrant Private Wealth Management, LLC14,663$4.63M0.84%+35313F-HRTimeline
Blue Capital, Inc.14,622$4.61M3.43%-3713F-HRTimeline
Nvest Financial, LLC14,614$4.61M2.65%-4,73313F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC14,605$4.61M3.18%+97413F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.14,597$4.6M2.08%-5213F-HRTimeline
Sustainable Insight Capital Management,…14,577$4.6M1.44%+6,35213F-HRTimeline
PETERSON WEALTH MANAGEMENT14,571$4.6M3.18%-1,67413F-HRTimeline
Onyx Bridge Wealth Group LLC14,566$4.59M0.5%+66113F-HRTimeline
Meriwether Wealth & Planning, LLC14,558$4.59M2.66%-24413F-HRTimeline
Prosperitas Financial LLC14,538$4.59M1.9%+25413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.14,529$4.58M1.98%+3313F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd14,524$4.58M1.4%013F-HRTimelineGroup
Weil Company, Inc.14,522$4.58M1.1%-22513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC14,520$4.58M1.23%-5813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…14,513$4.57M0.04%+4,20513F-HRTimelineGroup
Pinnacle West Asset Management, Inc.14,490$4.57M2.96%-10013F-HRTimeline
Prestige Wealth Management Group LLC14,483$4.57M0.88%+17113F-HR/ATimeline
Jackson Hole Capital Partners, LLC14,479$4.57M0.78%-10213F-HRTimeline
SAXON INTERESTS, INC.15,111$4.55M1.78%+1,31013F-HRTimeline
Empirical Asset Management, LLC18,892$4.55M1.26%+4,87413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC14,397$4.54M0.4%+37513F-HRTimeline
WEIK CAPITAL MANAGEMENT14,372$4.53M1.69%-10013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC14,366$4.53M2.4%+12,92513F-HRTimeline
Evelyn Partners Investment Management (…14,338$4.52M1.57%-21913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC14,303$4.51M0.69%+89213F-HRTimeline
TRED AVON FAMILY WEALTH, LLC14,297$4.51M1.55%13F-HRTimeline
BOS Asset Management, LLC14,242$4.49M1.27%+44313F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC14,235$4.49M2.3%-10513F-HRTimeline
Southland Equity Partners LLC14,234$4.49M0.91%-4713F-HRTimeline
Phoenix Wealth Advisors14,215$4.48M1.72%+4613F-HRTimeline
Sawyer & Company, Inc15,465$4.48M1.69%+58313F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC14,209$4.48M3.03%-59613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC14,194$4.48M0.99%-28313F-HRTimeline
Congress Park Capital LLC14,181$4.47M1.39%+32313F-HRTimeline
Old Mission Investment Co LLC14,180$4.47M1.09%+1,58813F-HRTimeline
Revolve Wealth Partners, LLC14,165$4.47M0.54%+12313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC14,163$4.47M0.07%+62113F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.14,159$4.47M0.04%-20,83813F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd14,153$4.46M0.17%+7,22613F-HRTimelineGroup
FIDUCIARY FAMILY OFFICE, LLC14,149$4.46M1.27%-8913F-HRTimeline
SITTNER & NELSON, LLC14,148$4.46M1.62%-3313F-HRTimeline
Beacon Financial Advisory LLC14,115$4.45M1.03%+96813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.14,097$4.45M0.37%+5513F-HRTimeline
Bedell Frazier Investment Counselling, …14,092$4.44M0.91%-21613F-HRTimeline
SWS Partners14,090$4.44M1.08%+52613F-HRTimeline
Orca Wealth Management, LLC14,063$4.44M3.36%-8413F-HRTimeline
Aull & Monroe Investment Management Corp14,051$4.43M2.26%+87913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,009$4.42M0.33%+6,00713F-HRTimeline
CIM INVESTMENT MANAGEMENT INC13,983$4.41M1.2%-12,93313F-HRTimeline
QV Investors Inc.13,965$4.41M0.38%-6,87013F-HRTimeline
Twin Lakes Capital Management, LLC13,942$4.4M2.03%+3413F-HRTimeline
DAGCO, INC.13,936$4.4M1.11%-1413F-HRTimeline
UHLMANN PRICE SECURITIES, LLC13,932$4.39M2.69%-32013F-HRTimeline
Breakwater Capital Group13,903$4.39M0.65%-3613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN13,903$4.39M0.37%-5113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC13,882$4.38M1.14%-1,01413F-HRTimeline
HARTLINE INVESTMENT CORP/13,876$4.38M0.45%+3913F-HRTimeline
Ballast, Inc.13,862$4.37M1.06%-13213F-HRTimeline
Quent Capital, LLC13,857$4.37M0.37%+5713F-HRTimeline
Greenline Partners, LLC13,846$4.37M0.53%-97013F-HRTimeline
First Dallas Securities Inc.13,816$4.36M1.63%-26013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC13,815$4.36M1%+6413F-HRTimeline
Legacy Capital Group California, Inc.13,804$4.35M1.11%-1,06513F-HRTimeline
Park Edge Advisors, LLC13,792$4.35M1%+68113F-HRTimeline
Marion Wealth Management13,783$4.35M1.03%-3213F-HRTimeline
Loudon Investment Management, LLC13,755$4.34M2.27%-7813F-HRTimeline
Prudent Man Advisors, LLC13,705$4.32M1.59%-5,31413F-HRTimeline
Falcon Wealth Planning13,687$4.32M0.39%+32913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC13,682$4.32M1.33%+2,57913F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding13,651$4.31M+3,125Timeline
Overbrook Management Corp13,642$4.3M0.77%-17,22013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV13,632$4.3M1.99%-28413F-HRTimeline
Aft, Forsyth & Sober, LLC13,600$4.29M1.33%013F-HRTimeline
Sterling Investment Counsel, LLC13,567$4.28M1.37%+6,00113F-HRTimeline
Wealth Alliance Advisory Group, LLC13,555$4.28M0.77%+22513F-HRTimeline
Signature Wealth Management Partners, L…13,527$4.27M2.23%+13013F-HRTimeline
Cornerstone Advisory, LLC13,517$4.26M0.42%+21513F-HRTimeline
ACCOUNT MANAGEMENT LLC13,513$4.26M4.54%013F-HRTimeline
Insight Inv LLC13,495$4.26M2.5%+9313F-HRTimeline
Resolute Wealth Strategies, LLC13,491$4.26M1.95%+23513F-HRTimeline
One Charles Private Wealth Services, LLC13,463$4.25M1.12%-23413F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC13,455$4.24M3.31%+1,05913F-HRTimeline
Schear Investment Advisers, LLC13,431$4.24M1.89%+6313F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.13,426$4.24M3.37%-1,90313F-HRTimeline
J.Safra Asset Management Corp13,421$4.23M0.26%+84413F-HRTimeline
Highview Capital Management LLC/DE/13,390$4.22M1.55%-21113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC13,382$4.22M0.76%+8213F-HRTimelineGroup
Royal Harbor Partners, LLC13,374$4.22M1.43%-813F-HRTimeline
Wealth Architects, LLC13,334$4.21M0.4%-13713F-HRTimeline
WADDELL & ASSOCIATES, LLC13,327$4.2M0.36%+2,30513F-HRTimeline
Alta Wealth Advisors LLC13,326$4.2M1.51%-29613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co13,325$4.2M0.9%013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.13,316$4.2M2.33%-25613F-HRTimeline
Stiles Financial Services Inc13,291$4.19M1.32%+92513F-HRTimeline
LMG Wealth Partners, LLC13,286$4.19M0.78%+2113F-HRTimeline
Turn8 Private Wealth Inc.13,269$4.19M3%-27413F-HRTimeline
Select Asset Management & Trust13,262$4.18M1.29%013F-HRTimeline
Grey Ledge Advisors, LLC13,259$4.18M0.95%-92513F-HRTimeline
Winthrop Capital Management, LLC13,208$4.17M1.01%+18313F-HRTimeline
LM Advisors LLC13,162$4.15M0.6%+11013F-HRTimeline
Purkiss Capital Advisors LLC13,139$4.14M1.98%+5813F-HRTimeline
Chapman Investment Management, LLC13,121$4.14M2.94%013F-HRTimeline
Global Financial Private Client, LLC13,079$4.13M1.47%-10313F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC13,064$4.12M0.89%-31313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC13,058$4.12M0.35%-51613F-HRTimeline
Abundance Wealth Counselors13,035$4.11M0.7%-1,06013F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP13,033$4.11M0.13%+99713F-HRTimelineGroup
Cordgrass Capital Advisors, LLC13,024$4.11M1.01%-10613F-HRTimeline
Heartland Bank & Trust Co13,021$4.11M1.7%-52913F-HRTimeline
PEOPLES BANK /OH13,018$4.11M2.52%+3,15013F-HRTimeline
Ulysses Management LLC13,000$4.1M0.95%013F-HRTimeline
EULAV Asset Management13,000$4.1M0.1%013F-HRTimeline
Alaethes Wealth, LLC12,978$4.09M1.16%-1,00613F-HRTimeline
MCF Advisors LLC12,942$4.08M0.25%-8413F-HRTimeline
Cerro Pacific Wealth Advisors LLC12,920$4.08M1.12%-2,71213F-HRTimeline
Burford Brothers, Inc.12,869$4.06M1.74%-113F-HRTimeline
First National Bank of Hutchinson12,855$4.05M2.15%+97413F-HRTimeline
Golden State Wealth Management, LLC12,846$4.05M0.45%+19213F-HRTimeline
VICUS CAPITAL12,815$4.04M0.31%-16513F-HRTimeline
Brendel Financial Advisors LLC12,815$4.04M2.08%-7613F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…12,772$4.03M2.19%new13F-HRTimelineGroup
Retirement Planning Group, LLC12,734$4.02M0.14%+5,07113F-HRTimeline
MGB Wealth Management, LLC12,726$4.01M1.13%-36313F-HRTimeline
Greenwich Wealth Management LLC12,713$4.01M0.2%+5113F-HRTimeline
Ameliora Wealth Management Ltd.12,710$4.01M1.33%-3,05413F-HRTimeline
Caldwell Investment Management Ltd.12,700$4.01M2.63%013F-HRTimeline
Cynosure Group, LLC12,702$4.01M0.44%-3,00513F-HR/ATimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…12,673$4M2.16%-95113F-HRTimeline
CGN Advisors LLC12,672$4M0.33%-43313F-HRTimeline
Allred Capital Management, LLC12,670$4M1.39%+51513F-HRTimeline
WBH ADVISORY INC12,662$3.99M0.3%+7313F-HRTimeline
Acorn Wealth Advisors, LLC12,648$3.99M1.25%+813F-HRTimeline
Monument Capital Management12,644$3.99M1%-89713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC12,605$3.98M1.27%-5113F-HRTimeline
Carl P. Sherr & Co., LLC12,602$3.97M1.88%+1413F-HRTimeline
AIRE ADVISORS, LLC12,585$3.97M0.72%+1513F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.12,585$3.97M0.17%new13F-HRTimeline
Eagle Bluffs Wealth Management LLC12,577$3.97M1.71%+51913F-HRTimeline
PYA Waltman Capital, LLC12,570$3.96M1.06%-46913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,564$3.96M0.87%+71713F-HRTimeline
Bernard Wealth Management Corp.12,558$3.96M1.65%+3913F-HRTimeline
Crewe Advisors LLC12,517$3.95M0.38%new13F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd12,514$3.95M0.26%new13F-HRTimelineGroup

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