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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
GWN SECURITIES INC.11,823$3.1M0.83%13F-HRTimeline
Legacy Wealth Management, LLC / MS12,893$3.09M1.23%-27513F-HRTimeline
Falcon Wealth Planning12,887$3.09M0.34%+2613F-HRTimeline
Golden State Wealth Management, LLC12,871$3.09M0.46%13F-HRTimeline
Schear Investment Advisers, LLC12,860$3.08M1.64%+71613F-HRTimeline
Signature Wealth Management Partners, L…12,850$3.08M2.12%+8013F-HRTimeline
WULFF, HANSEN & CO.12,841$3.08M2.91%-1013F-HRTimeline
MARVIN & PALMER ASSOCIATES INC12,799$3.07M2.34%-9513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Winthrop Capital Management, LLC12,807$3.06M0.82%+59713F-HRTimeline
Purus Wealth Management, LLC12,741$3.05M1.21%+47713F-HRTimeline
Burford Brothers, Inc.12,724$3.05M1.5%+4613F-HRTimeline
PYA Waltman Capital, LLC12,719$3.05M0.98%+313F-HRTimeline
UNION SAVINGS BANK12,715$3.05M1.5%-25513F-HRTimeline
Kenora Financial, LLC12,681$3.04M1.21%+20813F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP12,669$3.04M0.11%-1,00013F-HRTimelineGroup
AIRE ADVISORS, LLC12,650$3.03M0.62%+49113F-HRTimeline
Virtus Wealth Solutions LLC12,621$3.03M0.71%13F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL12,602$3.02M1.12%-1,02713F-HRTimeline
Acorn Wealth Advisors, LLC12,595$3.02M1.25%-5513F-HRTimeline
Morangie Management LLC12,592$3.02M2.46%13F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI12,584$3.02M0.32%+2413F-HRTimeline
Neumann Capital Management, LLC12,520$3M1%-15213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,491$2.99M0.06%-2,08713F-HRTimelineGroup
Heritage Wealth Advisors12,469$2.99M0.15%-16313F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,242$2.99M0.95%-56613F-HRTimeline
Bath Savings Trust Co12,453$2.99M0.3%-513F-HRTimeline
COZAD ASSET MANAGEMENT INC12,434$2.98M0.28%+38013F-HRTimeline
YANKCOM Partnership12,424$2.98M1.59%13F-HRTimeline
Marble Harbor Investment Counsel, LLC12,407$2.97M0.33%-7213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT12,383$2.97M0.59%+71813F-HRTimeline
Allred Capital Management, LLC12,374$2.97M1.15%-1,14713F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…12,373$2.97M0.31%-9,34413F-HRTimelineGroup
Zhang Financial LLC12,369$2.96M0.17%+1,62213F-HRTimeline
VALLEY NATIONAL ADVISERS INC12,361$2.96M0.53%-49513F-HRTimeline
Peoples Bank/KS12,354$2.96M2.05%-18713F-HRTimeline
S.E.E.D. Planning Group LLC12,341$2.96M0.99%-61713F-HRTimeline
Millstone Evans Group, LLC12,340$2.96M2.02%13F-HRTimeline
Insight Wealth Strategies, LLC12,326$2.95M0.4%-7813F-HRTimeline
Berger Financial Group, Inc12,298$2.95M0.2%+11413F-HRTimeline
Gallagher Capital Advisors, LLC12,281$2.94M2.15%13F-HRTimeline
Audent Global Asset Management, LLC12,256$2.94M1.91%+5,86913F-HRTimeline
One Charles Private Wealth Services, LLC12,254$2.94M0.99%+7513F-HRTimeline
ELLERSON GROUP INC /ADV12,228$2.93M2.14%-50613F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/12,202$2.92M3.44%-82613F-HRTimeline
FORTEM FINANCIAL GROUP, LLC12,174$2.92M1.13%+33313F-HRTimeline
Nicholas Hoffman & Company, LLC.12,144$2.91M0.12%-77413F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
U S WEALTH GROUP, LLC.12,143$2.91M2.2%13F-HRTimeline
Financial Advisors, LLC12,128$2.91M0.56%013F-HRTimeline
Meadow Creek Wealth Advisors LLC12,105$2.9M2.09%-35913F-HRTimeline
BlackDiamond Wealth Management, LLC12,080$2.9M1.67%+35413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC12,076$2.89M0.53%+2,76413F-HRTimelineGroup
Fort Point Capital Partners LLC12,041$2.89M0.32%+44413F-HRTimeline
Park Edge Advisors, LLC12,040$2.89M0.84%+34813F-HRTimeline
Canvas Wealth Advisors, LLC12,039$2.89M0.72%+20913F-HRTimeline
LCNB CORP12,034$2.88M1.05%-25413F-HRTimeline
Fortitude Family Office, LLC12,004$2.88M1.03%+1,61513F-HRTimeline
Revolve Wealth Partners, LLC11,997$2.88M0.43%-48413F-HR/ATimeline
Eagle Bluffs Wealth Management LLC11,983$2.87M1.54%-60613F-HRTimeline
Park Place Capital Corp11,963$2.87M0.8%+1,22913F-HRTimeline
First National Bank of Hutchinson11,962$2.87M1.73%+1,87213F-HRTimeline
FIRST FINANCIAL CORP /IN/11,912$2.86M1.33%+36613F-HRTimeline
Kingstone Capital Partners Texas, LLC11,912$2.85M2.32%13F-HRTimeline
Aldebaran Capital, LLC11,907$2.85M2.71%013F-HRTimeline
Quantessence Capital LLC11,905$2.85M1.17%13F-HRTimeline
Advisory Alpha, LLC11,886$2.85M0.1%+413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC11,882$2.85M1.42%+28713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,873$2.85M0.06%+8013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC11,851$2.84M1.3%+11413F-HRTimeline
Lindenwold Advisors, INC11,844$2.84M1.52%-31613F-HRTimeline
Wealth Management Partners, LLC11,818$2.83M1.22%+56513F-HRTimeline
Martin Capital Partners, LLC11,770$2.82M3.35%-16,32413F-HRTimeline
Brady Martz Wealth Solutions, LLC11,398$2.82M0.68%13F-HRTimeline
Byrne Asset Management LLC11,731$2.81M1.98%-37513F-HRTimeline
BOS Asset Management, LLC11,726$2.81M1.01%+29513F-HRTimeline
Belmont Capital, LLC11,720$2.81M0.46%-1813F-HRTimeline
Kennebec Savings Bank11,488$2.81M2.83%-33313F-HRTimeline
HMS Capital Management, LLC11,701$2.8M1.36%-2513F-HRTimeline
Axecap Investments, LLC11,651$2.79M2.1%+97213F-HRTimeline
RIVER GLOBAL INVESTORS LLP11,619$2.79M0.54%-8,98113F-HRTimeline
Auxano Advisors, LLC11,624$2.79M0.7%+14213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.11,618$2.78M1.37%-19313F-HRTimeline
Wernau Asset Management Inc.11,595$2.78M2.69%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…11,577$2.77M0.05%+1,59513F-HRTimelineGroup
Morton Capital Management LLC/CA11,574$2.77M0.52%+413F-HRTimeline
Granite Group Advisors, LLC11,560$2.77M1.77%-1,00113F-HRTimeline
Stanley-Laman Group, Ltd.11,546$2.77M0.39%+13613F-HRTimeline
Pinnacle Holdings, LLC11,515$2.76M1.04%-73313F-HRTimeline
Camarda Financial Advisors, LLC11,508$2.76M1.04%-23613F-HRTimeline
TradeWell Securities, LLC.11,504$2.76M1.43%13F-HRTimeline
CTC LLC11,461$2.75M0.28%-6,00113F-HRTimeline
Tyler-Stone Wealth Management11,460$2.75M0.49%+1,40613F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC11,455$2.75M1.33%-2913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,448$2.74M0.42%+41513F-HRTimeline
Vivid Wealth Management, LLC11,441$2.74M1.39%-27813F-HRTimeline
Palumbo Wealth Management LLC11,412$2.74M1.02%+22513F-HRTimeline
Cranbrook Wealth Management, LLC11,396$2.73M0.63%+18613F-HRTimeline
BSW Wealth Partners11,390$2.73M0.4%-49713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…11,383$2.73M0.55%+3,03313F-HRTimeline
Interchange Capital Partners, LLC11,379$2.73M0.99%-72313F-HRTimeline
MGB Wealth Management, LLC11,368$2.72M0.85%+50713F-HRTimeline
Old Mission Investment Co LLC11,353$2.72M0.81%+1,30613F-HRTimeline
Lee Financial Co11,326$2.71M0.38%+23313F-HRTimeline
Callan Capital, LLC11,311$2.71M0.2%+90613F-HRTimeline
Amplius Wealth Advisors, LLC11,298$2.71M0.28%-1,06813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC11,285$2.71M1.06%+45913F-HRTimeline
Pinnacle Wealth Management Group, Inc.11,277$2.7M1.68%+2513F-HRTimeline
OKABENA INVESTMENT SERVICES INC11,272$2.7M0.75%+34813F-HRTimeline
WADDELL & ASSOCIATES, LLC11,260$2.7M0.28%-59913F-HR/ATimeline
St. Johns Investment Management Company…11,239$2.69M1.25%+25213F-HRTimeline
Total Clarity Wealth Management, Inc.11,235$2.69M0.88%+13913F-HRTimeline
Schrum Private Wealth Management LLC11,235$2.69M2.28%+35513F-HRTimeline
Aspetuck Financial Management LLC11,234$2.69M2.1%13F-HRTimeline
CVA Family Office, LLC11,207$2.69M0.43%+50413F-HRTimeline
WEST PACES ADVISORS INC.11,200$2.68M0.66%-19413F-HRTimeline
Exchange Bank11,170$2.68M2.15%+2113F-HRTimeline
Finivi Inc.11,147$2.67M2.14%+51013F-HRTimeline
CONTINENTAL ADVISORS LLC11,135$2.67M2.03%-1,50013F-HRTimeline
Tempus Wealth Planning, LLC11,121$2.67M0.81%+59213F-HRTimeline
SONATA CAPITAL GROUP INC11,096$2.66M1.1%+5013F-HRTimeline
Aldebaran Financial Inc.11,107$2.66M3.11%+8613F-HRTimeline
Astoria Portfolio Advisors LLC.10,737$2.66M0.95%+10313F-HRTimeline
44 WEALTH MANAGEMENT LLC11,084$2.66M1.02%-56813F-HRTimeline
Diligent Investors, LLC11,073$2.65M0.61%+313F-HRTimeline
Breakwater Capital Group11,057$2.65M0.53%-2013F-HRTimeline
Northern Financial Advisors Inc11,056$2.65M2.12%-22713F-HRTimeline
Financial Management Professionals, Inc.11,049$2.65M0.33%+35013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC11,026$2.64M0.71%-11713F-HRTimeline
WOLFF WIESE MAGANA LLC11,009$2.64M1.75%-1,21613F-HRTimeline
Legato Capital Management LLC10,985$2.63M0.34%013F-HRTimeline
VCI Wealth Management LLC10,981$2.63M1.12%+1,17613F-HR/ATimeline
Consilium Wealth Advisory, LLC10,963$2.63M1.25%-4,27113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,916$2.62M0.97%+2,58213F-HRTimeline
Shum Financial Group, Inc.10,906$2.61M2.26%-35113F-HRTimeline
FSM Wealth Advisors, LLC10,278$2.61M0.64%+36613F-HRTimeline
WealthBridge Capital Management, LLC10,898$2.61M0.73%-10913F-HRTimeline
CACTI ASSET MANAGEMENT LLC10,910$2.61M0.2%-20013F-HRTimeline
Arcataur Capital Management LLC10,890$2.61M0.88%-27713F-HRTimeline
Fortune Financial Advisors, LLC10,886$2.61M2.37%+13313F-HRTimeline
American Investment Services, Inc.10,884$2.61M0.46%-66113F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.10,865$2.61M1.15%-26313F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC10,875$2.61M0.84%-38513F-HRTimeline
Greater Midwest Financial Group, LLC10,873$2.61M1.65%+40913F-HRTimeline
BIRINYI ASSOCIATES INC10,861$2.6M0.72%-29913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…10,842$2.6M0.4%+23913F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.10,851$2.6M1.13%-2213F-HRTimeline
First Citizens Financial Corp10,851$2.6M1.41%+36013F-HRTimeline
Passumpsic Savings Bank10,849$2.6M1.62%+9613F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,849$2.6M1.05%-3913F-HRTimeline
VEGA INVESTMENT SOLUTIONS10,847$2.6M2.14%13F-HRTimeline
DMKC Advisory Services, LLC10,840$2.6M2.36%13F-HRTimeline
Bigelow Investment Advisors, LLC10,838$2.6M1.22%-59813F-HRTimeline
Gilbert & Cook, Inc.10,800$2.59M0.37%+17213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC10,762$2.58M2.02%-49913F-HRTimeline
High Net Worth Advisory Group LLC10,755$2.58M0.72%-1,78713F-HRTimeline
Hilltop National Bank10,752$2.58M0.77%-19413F-HRTimeline
Schonfeld Strategic Advisors LLC10,751$2.58M0.02%-4,08013F-HRTimeline
Select Asset Management & Trust10,680$2.56M0.99%013F-HRTimeline
TBH Global Asset Management, LLC10,652$2.55M0.6%+11013F-HRTimeline
First Bank & Trust10,639$2.55M0.49%-9513F-HRTimeline
626 Financial, LLC10,634$2.55M1.37%-22413F-HRTimeline
Balboa Wealth Partners10,629$2.55M0.58%+6113F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…10,614$2.54M2.5%13F-HRTimeline
Summit Financial Wealth Advisors, LLC9,534$2.54M0.5%-4513F-HRTimeline
CRA Financial Services, LLC10,597$2.54M0.44%+45713F-HRTimeline
Keudell/Morrison Wealth Management10,589$2.54M0.66%-5613F-HRTimeline
Faithward Advisors, LLC10,589$2.54M0.43%-70213F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC10,587$2.54M0.07%-31513F-HRTimeline
CHANNEL WEALTH LLC10,587$2.54M0.83%-3,24013F-HRTimeline
Chesapeake Wealth Management10,584$2.54M0.87%-20213F-HRTimeline
Windsor Capital Management, LLC10,583$2.54M0.75%-45613F-HRTimeline
Perpetual Ltdin group Perpetual Ltd10,582$2.54M0.03%-88113F-HRTimelineGroup
Crescent Grove Advisors, LLC10,578$2.54M0.25%+1,79113F-HRTimeline
CORRADO ADVISORS, LLC10,575$2.53M1.65%-2,13313F-HRTimeline
Strong Tower Advisory Services10,560$2.53M0.66%+35613F-HRTimeline
Oder Investment Management, LLC10,550$2.53M2.11%-21113F-HRTimeline
Kidder Stephen W10,540$2.53M0.76%+13313F-HRTimeline
VICUS CAPITAL10,538$2.53M0.22%+1,04613F-HRTimeline
Cypress Wealth Services, LLC10,528$2.52M0.51%+54413F-HRTimeline
Summit Financial Strategies, Inc.10,503$2.52M0.28%-23113F-HRTimeline
Kapstone Financial Advisors LLC9,423$2.51M1.34%-34513F-HRTimeline
My Legacy Advisors, LLC9,948$2.51M0.97%+27913F-HRTimeline
Wealth Architects, LLC10,467$2.51M0.28%+5913F-HRTimeline
Lakeshore Financial Planning, Inc.10,463$2.51M1.07%-26913F-HRTimeline
SAXON INTERESTS, INC.10,456$2.51M1.1%+83613F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC10,454$2.51M1.19%-2,92013F-HRTimeline
PEOPLES BANK /OH10,439$2.5M1.47%-1,94513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC10,421$2.5M0.78%-27713F-HRTimeline
Capital Advisors, Ltd. LLC10,418$2.5M0.31%+3013F-HRTimeline
Hemenway Trust Co LLC10,409$2.5M0.2%-11813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.10,407$2.49M1.89%-17413F-HRTimeline
IMS Capital Management10,405$2.49M1.16%-4013F-HRTimeline
InTrack Investment Management Inc10,058$2.49M1.74%-49013F-HRTimeline
Evergreen Wealth Management, LLC10,368$2.49M1.47%+19813F-HRTimeline
Applied Capital LLC/FL10,365$2.48M1.95%-7013F-HRTimeline
Silicon Valley Capital Partners10,360$2.48M0.28%+19413F-HRTimeline
GKV Capital Management Co., Inc.10,358$2.48M1.01%13F-HRTimeline
STABLEFORD CAPITAL II LLC10,337$2.48M0.98%-18513F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC10,332$2.48M0.59%new13F-HRTimeline
Trust Investment Advisors10,331$2.48M1.58%+43913F-HRTimeline
Armstrong, Fleming & Moore, Inc10,317$2.47M1.5%013F-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