Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

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
BRASADA CAPITAL MANAGEMENT, LP16,468$4.87M0.89%+48013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,669$4.86M0.27%-2,06813F-HR/ATimeline
KP Management LLC16,527$4.86M1.39%013F-HRTimeline
44 WEALTH MANAGEMENT LLC16,509$4.86M1.7%-1,08313F-HRTimeline
Bull Street Advisors, LLC16,491$4.85M2.4%-18013F-HRTimeline
Rydar Equities, Inc.16,443$4.84M3.74%+40313F-HRTimeline
VISION FINANCIAL MARKETS LLC16,430$4.83M4.72%-16313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC16,393$4.82M2.31%+94113F-HRTimeline
ZEGA Investments, LLC16,350$4.81M0.91%+4513F-HRTimeline
CONDOR CAPITAL MANAGEMENT16,272$4.79M0.4%+10813F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV16,222$4.77M2.39%-19013F-HRTimeline
Resurgent Financial Advisors LLC16,156$4.75M1.73%-61313F-HRTimeline
FLC Capital Advisors16,129$4.74M0.86%+20813F-HRTimeline
Leeward Financial Partners, LLC16,119$4.74M1.41%+7,91213F-HRTimeline
MARTIN & CO INC /TN/16,114$4.74M0.81%+16213F-HRTimeline
Perpetual Ltdin group Perpetual Ltd16,097$4.74M0.07%+2,15113F-HRTimelineGroup
Cetera Trust Company, N.A16,094$4.73M2.68%-77513F-HRTimeline
Hudson Value Partners, LLC16,083$4.73M1.41%+1,03713F-HRTimeline
BOK Financial Private Wealth, Inc.16,058$4.72M0.29%-1,03313F-HRTimeline
WEALTH ALLIANCE, LLC16,027$4.71M0.47%-88013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC16,024$4.71M0.69%+7,08113F-HRTimelineGroup
Churchill Financial Advisors, LLC16,013$4.71M0.99%+4,34413F-HRTimeline
Fideuram Asset Management (Ireland) dac15,575$4.7M0.6%-25,58013F-HRTimeline
Beaumont Financial Advisors, LLC15,976$4.7M0.32%-79513F-HRTimeline
Centiva Capital, LP15,975$4.7M0.22%new13F-HRTimeline
Invera Wealth Advisors, LLC15,963$4.7M3.01%-10113F-HRTimeline
SummitTX Capital, L.P.15,938$4.69M0.15%new13F-HRTimeline
CNB Bank15,905$4.68M1.97%-1513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.15,868$4.67M0.68%+18813F-HRTimeline
Overbrook Management Corp15,845$4.66M0.88%+2,78813F-HRTimeline
MJP ASSOCIATES INC /ADV15,816$4.65M0.57%-5613F-HRTimeline
SAXON INTERESTS, INC.15,780$4.64M1.6%+52913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.15,769$4.64M1.15%+43313F-HRTimeline
GS Investments, Inc.15,740$4.63M2.65%+10013F-HRTimeline
FIRST UNITED BANK & TRUST15,734$4.63M1.5%-1,60013F-HRTimeline
EARNEST PARTNERS LLC15,731$4.63M0.02%-15,27313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.15,730$4.63M1.7%+35413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC15,712$4.62M0.7%-78713F-HRTimeline
Institute for Wealth Management, LLC.15,703$4.62M0.5%+313F-HRTimeline
Crews Bank & Trust15,679$4.61M0.67%-14013F-HRTimeline
Lafayette Investments, Inc.15,660$4.61M0.93%-22913F-HRTimeline
Ullmann Wealth Partners Group, LLC15,654$4.6M0.48%-213F-HRTimeline
Niles Investment Management, LLC15,646$4.6M4.13%new13F-HRTimeline
Consilium Wealth Advisory, LLC15,610$4.59M1.57%+3,34413F-HRTimeline
Antonelli Financial Advisors, LLC15,599$4.59M3.17%-88413F-HRTimeline
Ironwood Financial, llc15,594$4.59M0.8%+1213F-HRTimeline
Flavin Financial Services, Inc.15,580$4.58M3.08%+81413F-HRTimeline
DILLON & ASSOCIATES INC15,584$4.58M0.63%-8113F-HRTimeline
Trivant Custom Portfolio Group, LLC15,569$4.58M2.51%-10313F-HRTimeline
Legato Capital Management LLC15,565$4.58M0.42%-77913F-HRTimeline
Alteri Wealth LLC15,550$4.57M1.48%+38813F-HRTimeline
Stillwater Wealth Management Group15,547$4.57M2.83%+44613F-HRTimeline
Turn8 Private Wealth Inc.15,539$4.57M2.86%+2,32113F-HRTimeline
Counterweight Ventures, LLC15,533$4.57M2.56%+23313F-HRTimeline
OUTFITTERS FINANCIAL LLC15,522$4.57M3.53%-9013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC15,497$4.56M2%-59013F-HRTimeline
KLCM Advisors, Inc.15,496$4.56M0.4%+77413F-HRTimeline
Focused Wealth Management, Inc15,485$4.56M0.48%+4,54513F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV15,470$4.55M2.5%+16713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,448$4.54M0.31%-39513F-HRTimeline
Chung Wu Investment Group, LLC15,437$4.54M3.91%-88013F-HRTimeline
Octavia Wealth Advisors, LLC15,431$4.54M0.43%+28913F-HRTimeline
Twelve Points Wealth Management LLC15,428$4.54M1%+60813F-HRTimeline
MOKAN Wealth Management Inc.15,429$4.54M2.01%+4,37413F-HRTimeline
Prosperitas Financial LLC15,396$4.53M1.69%+47213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15,377$4.52M0.99%+1,20113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM15,348$4.51M0.69%-98613F-HRTimelineGroup
Enterprise Financial Services Corpin group Enterprise Financial Services…15,336$4.51M2.29%-20413F-HRTimelineGroup
FOCUSED ALPHA, LLC15,304$4.5M1.39%-3,41813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC15,328$4.5M0.3%+1,39413F-HRTimeline
Accent Capital Management, LLC15,280$4.49M2.18%-14313F-HR/ATimeline
RAELIPSKIE PARTNERSHIP15,246$4.48M1.9%-84213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC15,239$4.48M1.69%-42613F-HRTimeline
Elyxium Wealth, LLC15,219$4.48M1.44%+28613F-HRTimeline
Marion Wealth Management15,202$4.47M0.99%+1,36413F-HRTimeline
TBH Global Asset Management, LLC15,186$4.47M0.9%-10813F-HRTimeline
Gibbs Wealth Management15,177$4.47M0.59%+9,89413F-HRTimeline
Foster Victor Wealth Advisors, LLC14,342$4.46M0.26%+28513F-HRTimeline
OPINICUS CAPITAL, INC.15,156$4.46M3.14%-1,58113F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC15,142$4.45M1.94%+95013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC15,110$4.44M1.48%-12013F-HRTimeline
First City Capital Management, Inc.15,047$4.43M2.35%+9413F-HRTimeline
FCG Investment Co15,034$4.42M1.94%13F-HRTimeline
OKABENA INVESTMENT SERVICES INC15,027$4.42M0.85%-2,32913F-HRTimeline
Archer Investment Corp15,018$4.42M0.94%+17313F-HRTimeline
Sawyer & Company, Inc15,012$4.42M1.7%-19813F-HRTimeline
Quotient Wealth Partners, LLC15,009$4.41M0.12%+113F-HRTimeline
NWM ADVISORS, LLC15,005$4.41M4.02%-70513F-HRTimeline
MONETTA FINANCIAL SERVICES INC15,000$4.41M3.42%-3,00013F-HRTimeline
Bleichroeder LP15,000$4.41M0.76%013F-HRTimeline
Crescent Sterling, Ltd.14,974$4.4M4.26%-13313F-HRTimeline
Purus Wealth Management, LLC14,963$4.4M1.4%-10613F-HRTimeline
Aberdeen Wealth Management LLC14,962$4.4M2.01%013F-HRTimeline
Holistic Financial Partners14,957$4.4M1.64%-11313F-HRTimeline
Convergence Investment Partners, LLC14,957$4.4M0.72%-2,51613F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV14,931$4.39M0.8%-3,04213F-HRTimeline
Cambria Investment Management, L.P.14,910$4.39M0.24%-6,58513F-HRTimeline
Vectors Research Management, LLC14,909$4.39M1.28%+23013F-HRTimeline
Sterling Investment Counsel, LLC14,904$4.38M1.23%-55813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC14,857$4.37M1.09%-29813F-HRTimeline
NVWM, LLC14,850$4.37M0.97%+9713F-HRTimeline
Juno Financial Group LLC14,844$4.37M1.71%-52113F-HRTimeline
Cordgrass Capital Advisors, LLC14,836$4.36M1.02%+1,79913F-HRTimeline
Van Cleef Asset Management,Inc14,825$4.36M0.47%-21913F-HRTimeline
Prestige Wealth Management Group LLC14,821$4.36M0.86%-21513F-HRTimeline
Greenline Partners, LLC14,816$4.36M0.47%013F-HRTimeline
Atlas Legacy Advisors, LLC14,752$4.34M0.79%-3,27713F-HRTimeline
Summit Wealth Partners, LLC14,746$4.34M0.69%+10,40013F-HRTimeline
Old Mission Investment Co LLC14,745$4.34M1.01%+41313F-HRTimeline
FSM Wealth Advisors, LLC14,738$4.34M0.56%+24013F-HRTimeline
Quent Capital, LLC14,692$4.32M0.31%-62313F-HRTimeline
Roof Eidam Maycock Peralta, LLC14,689$4.32M0.99%-213F-HRTimeline
JPL Wealth Management, LLC14,670$4.32M0.99%-40813F-HR/ATimeline
FIDUCIARY FAMILY OFFICE, LLC14,644$4.31M1.23%+39613F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC14,641$4.31M4.31%-4113F-HRTimeline
Onyx Bridge Wealth Group LLC14,620$4.3M0.46%-20213F-HRTimeline
Resolute Wealth Strategies, LLC14,610$4.3M1.85%+99613F-HRTimeline
Wealth Alliance Advisory Group, LLC14,571$4.29M0.68%+26013F-HRTimeline
Stiles Financial Services Inc14,567$4.28M1.31%+65813F-HRTimeline
HARTLINE INVESTMENT CORP/14,564$4.28M0.47%+24413F-HRTimeline
MN Wealth Advisors, LLC14,564$4.28M2.09%+12,53913F-HRTimeline
Boit C F David14,551$4.28M1.9%-20013F-HRTimeline
BOS Asset Management, LLC14,550$4.28M1.09%+26813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC14,519$4.27M1.17%-6,14713F-HRTimeline
Blue Capital, Inc.14,508$4.27M2.79%-12913F-HRTimeline
J.Safra Asset Management Corp14,505$4.27M0.23%+4413F-HRTimeline
Canvas Wealth Advisors, LLC14,488$4.26M0.72%-6613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO14,479$4.26M1.18%-47613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV14,470$4.26M0.57%-18713F-HRTimeline
VCI Wealth Management LLC14,447$4.25M1.18%-2813F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP14,443$4.25M0.38%+10,57613F-HRTimeline
TOWER TRUST & INVESTMENT Co14,343$4.22M2.77%-4013F-HRTimeline
Southland Equity Partners LLC14,336$4.22M0.82%+13313F-HRTimeline
GoalVest Advisory LLC14,332$4.22M0.82%-81913F-HRTimeline
Jackson Hole Capital Partners, LLC14,315$4.21M0.7%-3513F-HRTimeline
Marathon Wealth Advisors LLC14,296$4.21M1.72%+34813F-HRTimeline
Catalyst Funds Management Pty Ltd14,293$4.2M0.71%+29313F-HRTimeline
Aull & Monroe Investment Management Corp14,251$4.19M1.95%+2513F-HRTimeline
Everest Financial Group LLC14,249$4.19M0.69%+5,18013F-HRTimeline
SWS Partners14,216$4.18M1.03%-55713F-HRTimeline
Congress Park Capital LLC14,212$4.18M1.28%+13013F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC14,196$4.18M2.61%+3913F-HRTimeline
Lodestone Wealth Management LLC14,193$4.18M1.65%-6813F-HR/ATimeline
Select Asset Management & Trust14,192$4.17M1.3%+99313F-HRTimeline
HAMEL ASSOCIATES, INC.14,174$4.17M1.19%-76513F-HRTimeline
Abundance Wealth Counselors14,170$4.17M0.6%+1,06013F-HRTimeline
Axecap Investments, LLC14,165$4.17M2.87%+1,63813F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC14,162$4.17M0.95%+9913F-HRTimeline
Highview Capital Management LLC/DE/14,149$4.16M1.51%+63613F-HRTimeline
Solitude Financial Services13,592$4.16M1.23%+1,65313F-HRTimeline
Canopy Partners, LLC14,126$4.16M1.43%-56013F-HRTimeline
Ballast, Inc.14,086$4.14M0.96%+31613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC14,074$4.14M0.73%-21813F-HRTimeline
Global Financial Private Client, LLC14,052$4.13M1.35%+89613F-HRTimeline
WEIK CAPITAL MANAGEMENT14,025$4.13M1.64%-29713F-HRTimeline
Wealth Intelligence, LLC14,024$4.13M1.98%-13513F-HRTimeline
IPG Investment Advisors LLC14,009$4.12M0.71%+1,55613F-HRTimeline
DAGCO, INC.14,004$4.12M0.89%+14713F-HRTimeline
SITTNER & NELSON, LLC13,999$4.12M1.51%-18713F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.13,983$4.11M0.33%-1913F-HRTimeline
LRI Investments, LLC36,867$4.11M0.36%-3,19813F-HRTimeline
Breakwater Capital Group13,952$4.1M0.55%+2913F-HRTimeline
Commonwealth Financial Services, LLC13,951$4.1M0.65%-1,54513F-HRTimeline
Golden State Wealth Management, LLC13,942$4.1M0.45%+1,01413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC13,942$4.1M1.48%-1,25813F-HRTimeline
CIM INVESTMENT MANAGEMENT INC13,921$4.1M1.09%-6213F-HRTimeline
WADDELL & ASSOCIATES, LLC13,901$4.09M0.23%+1,04713F-HRTimeline
Alta Wealth Advisors LLC13,896$4.09M1.33%+17813F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.13,891$4.09M1.94%-23213F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC13,875$4.08M3.85%+10813F-HRTimeline
Orca Wealth Management, LLC13,854$4.08M2.9%-17813F-HRTimeline
Bedell Frazier Investment Counselling, …13,836$4.07M0.82%-28213F-HRTimeline
Ameliora Wealth Management Ltd.13,832$4.07M1.3%-29913F-HRTimeline
Cornerstone Advisory, LLC13,827$4.07M0.39%+43913F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.13,823$4.07M3.62%+23313F-HRTimeline
Phoenix Wealth Advisors13,819$4.07M1.61%-49813F-HRTimeline
Evelyn Partners Investment Management (…13,803$4.06M1.4%-15813F-HRTimeline
Purkiss Capital Advisors LLC13,784$4.05M1.78%+52513F-HRTimeline
CrossGen Wealth, LLC13,763$4.05M3.56%-1813F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…13,752$4.05M1.49%+3,09213F-HRTimelineGroup
Cornerstone Planning, LLC13,710$4.04M0.91%-46913F-HRTimeline
Hilltop Partners LLC13,706$4.03M1.03%+70413F-HRTimeline
Empirical Asset Management, LLC13,692$4.03M1.06%-4,58813F-HRTimeline
Navigation Group, LLC13,678$4.02M0.94%13F-HRTimeline
CVA Family Office, LLC13,672$4.02M0.42%+1,49813F-HRTimeline
Insight Inv LLC13,664$4.02M2.2%+6513F-HRTimeline
Schear Investment Advisers, LLC13,654$4.02M1.77%+8013F-HRTimeline
VEGA INVESTMENT SOLUTIONS13,654$4.02M0.96%-2,27313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC13,645$4.01M0.5%+7,38613F-HRTimeline
Aft, Forsyth & Sober, LLC13,600$4M1.22%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC13,585$4M2.86%-83813F-HRTimeline
Advisory Alpha, LLC13,566$3.99M0.11%+16113F-HRTimeline
Vines Capital Management, LLC13,571$3.99M3.96%+6113F-HRTimeline
Pinnacle West Asset Management, Inc.13,570$3.99M2.71%-53013F-HRTimeline
PETERSON WEALTH MANAGEMENT13,550$3.99M2.31%-1,19613F-HRTimeline
Monetary Solutions, Ltd13,543$3.98M3.85%013F-HRTimeline
MASECO LLP13,534$3.98M0.12%-1,11013F-HRTimeline
Signature Wealth Management Partners, L…13,534$3.98M2%-1013F-HRTimeline
ACCOUNT MANAGEMENT LLC13,513$3.97M4.36%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN13,508$3.97M0.36%-23813F-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