Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

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
Kenora Financial, LLC13,179$3.23M1.33%+49813F-HRTimeline
Etesian Wealth Advisors, Inc.13,177$3.23M1.39%-20013F-HRTimeline
Wealth Alliance Advisory Group, LLC13,155$3.23M0.67%-24213F-HRTimeline
Chapman Investment Management, LLC13,121$3.22M2.4%+7413F-HRTimeline
Morangie Management LLC13,112$3.22M3.15%+52013F-HRTimeline
CGN Advisors LLC13,101$3.21M0.31%-2,39313F-HRTimeline
LMG Wealth Partners, LLC13,046$3.2M0.71%+113F-HRTimeline
Legacy Wealth Management, LLC / MS13,043$3.2M1.05%+15013F-HRTimeline
Winthrop Capital Management, LLC13,040$3.2M0.88%+23313F-HRTimeline
MCF Advisors LLC13,019$3.19M0.23%-27013F-HRTimeline
Ulysses Management LLC13,000$3.19M0.81%013F-HRTimeline
MUFG Securities EMEA plc12,999$3.19M0.08%-187,00113F-HRTimeline
VICUS CAPITAL12,962$3.18M0.3%+2,42413F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI12,946$3.18M0.24%013F-HRTimeline
Carl P. Sherr & Co., LLC12,931$3.17M1.73%-67813F-HRTimeline
BOS Asset Management, LLC12,908$3.17M1.09%+1,18213F-HRTimeline
Golden State Wealth Management, LLC12,905$3.17M0.47%+3413F-HR/ATimeline
Cannon Advisors, Inc.12,864$3.16M2.91%+3,41213F-HRTimeline
Burford Brothers, Inc.12,861$3.15M1.53%+13713F-HRTimeline
UNION SAVINGS BANK12,853$3.15M1.54%+13813F-HRTimeline
National Philanthropic Trust12,849$3.15M0.05%-4,31713F-HRTimeline
DAVIDSON TRUST CO12,843$3.15M1.5%-61513F-HRTimeline
Court Place Advisors, LLC12,827$3.15M1.04%-31413F-HRTimeline
Plante Moran Financial Advisors, LLC12,815$3.14M0.27%-94113F-HRTimeline
Advisory Alpha, LLC12,808$3.14M0.11%+92213F-HR/ATimeline
MARVIN & PALMER ASSOCIATES INC12,799$3.14M4.69%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…12,880$3.13M1.95%+6,83013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC12,769$3.13M0.03%-5,41013F-HRTimelineGroup
Hudson Canyon Capital Management12,750$3.13M2.2%-1,28813F-HRTimeline
Alexander Randolph Advisory, Inc.12,729$3.12M3.06%-63013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP14,342$3.11M0.62%+1,18313F-HRTimeline
Greenwich Wealth Management LLC12,655$3.1M0.23%-92813F-HRTimeline
Catalyst Funds Management Pty Ltd12,600$3.09M0.81%-6,20013F-HRTimeline
WULFF, HANSEN & CO.12,581$3.09M2.81%-26013F-HRTimeline
Signature Wealth Management Partners, L…12,580$3.09M2.02%-27013F-HRTimeline
Quotient Wealth Partners, LLC12,505$3.07M0.1%-44913F-HRTimeline
Caldwell Investment Management Ltd.12,700$3.07M2.27%+4,40013F-HRTimeline
Acorn Wealth Advisors, LLC12,486$3.06M1.28%-10913F-HRTimeline
Berger Financial Group, Inc12,477$3.06M0.21%+17913F-HRTimeline
PYA Waltman Capital, LLC12,419$3.05M0.96%-30013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC12,500$3.05M0.41%new13F-HRTimelineGroup
Allred Capital Management, LLC12,415$3.05M1.22%+4113F-HRTimeline
Virtus Wealth Solutions LLC12,409$3.04M0.92%-21213F-HRTimeline
Peoples Bank/KS12,387$3.04M2.06%+3313F-HRTimeline
AIRE ADVISORS, LLC12,352$3.03M0.64%-29813F-HRTimeline
One Charles Private Wealth Services, LLC12,332$3.03M0.98%+7813F-HRTimeline
Gallagher Capital Advisors, LLC12,332$3.03M2.31%+5113F-HRTimeline
Marble Harbor Investment Counsel, LLC12,307$3.02M0.34%-10013F-HRTimeline
COZAD ASSET MANAGEMENT INC12,294$3.02M0.3%-14013F-HRTimeline
LCNB CORP12,265$3.01M1.11%+23113F-HRTimeline
Paradigm Capital Management, LLC/NV12,249$3M3.07%-2,05513F-HRTimeline
ELLERSON GROUP INC /ADV12,246$3M2.39%+1813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS12,229$3M1.41%-69713F-HRTimeline
Park Edge Advisors, LLC12,219$3M0.83%+17913F-HRTimeline
Neumann Capital Management, LLC12,180$2.99M1.03%-34013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd12,130$2.98M0.04%+1,54813F-HRTimelineGroup
Apella Capital, LLC12,696$2.98M0.1%+3,08913F-HRTimeline
Financial Advisors, LLC12,128$2.97M0.59%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC12,098$2.97M1.15%-7613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,883$2.96M1.22%-2013F-HRTimeline
Insight Wealth Strategies, LLC12,042$2.95M0.4%-28413F-HRTimeline
Heritage Wealth Advisors12,029$2.95M0.15%-44013F-HRTimeline
Nicholas Hoffman & Company, LLC.12,023$2.95M0.11%-12113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Meadow Creek Wealth Advisors LLC12,020$2.95M2.2%-8513F-HRTimeline
VALLEY NATIONAL ADVISERS INC12,010$2.94M0.53%-35113F-HRTimeline
Eagle Bluffs Wealth Management LLC12,004$2.94M1.56%+2113F-HRTimeline
BSW Wealth Partners12,004$2.94M0.45%+61413F-HRTimeline
Kingstone Capital Partners Texas, LLC11,951$2.93M2.36%+3913F-HRTimeline
Millstone Evans Group, LLC11,945$2.93M1.99%-39513F-HRTimeline
Fort Point Capital Partners LLC11,943$2.93M0.33%-9813F-HRTimeline
Wealth Management Partners, LLC11,910$2.92M1.35%+9213F-HRTimeline
Aldebaran Capital, LLC11,907$2.92M2.76%013F-HRTimeline
First National Bank of Hutchinson11,903$2.92M1.93%-5913F-HRTimeline
Capital Advisors Wealth Management, LLC11,889$2.92M0.52%+1,67013F-HRTimeline
WADDELL & ASSOCIATES, LLC11,877$2.91M0.35%+61713F-HR/ATimeline
U S WEALTH GROUP, LLC.11,867$2.91M2.31%-27613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC11,850$2.91M0.54%-22613F-HRTimelineGroup
FWG Holdings, LLC11,870$2.9M1.43%-2013F-HRTimeline
Lakeridge Wealth Management LLC11,836$2.9M1.45%+2,17313F-HRTimeline
Talon Private Wealth, LLC11,610$2.9M0.39%+11,01413F-HRTimeline
AFT, FORSYTH & COMPANY, INC.11,818$2.9M1.56%+20013F-HRTimeline
Canvas Wealth Advisors, LLC12,302$2.9M0.74%+26313F-HRTimeline
Q3 Asset Management11,815$2.9M1.98%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC11,783$2.89M1.44%+32813F-HRTimeline
Callan Capital, LLC11,781$2.89M0.21%+47013F-HRTimeline
Old Mission Investment Co LLC11,765$2.89M0.87%+41213F-HRTimeline
Pekin Hardy Strauss, Inc.11,750$2.88M0.35%-2,84213F-HRTimeline
Stanley-Laman Group, Ltd.11,744$2.88M0.44%+19813F-HRTimeline
FIRST FINANCIAL CORP /IN/11,742$2.88M1.39%-17013F-HRTimeline
Belmont Capital, LLC11,704$2.87M0.52%-1613F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC11,691$2.87M1.54%-19113F-HRTimeline
Silicon Valley Capital Partners11,808$2.87M0.37%+1,44813F-HRTimeline
Morton Capital Management LLC/CA11,669$2.86M0.55%+9513F-HRTimeline
COOKSON PEIRCE & CO INC11,665$2.86M0.14%+1,37913F-HRTimeline
Palumbo Wealth Management LLC11,617$2.85M0.95%+20513F-HRTimeline
CVA Family Office, LLC11,612$2.85M0.44%+40513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC11,579$2.84M1.3%-27213F-HRTimeline
S.E.E.D. Planning Group LLC11,572$2.84M0.96%-76913F-HRTimeline
TradeWell Securities, LLC.11,569$2.84M1.56%+6513F-HRTimeline
Wernau Asset Management Inc.11,558$2.84M2.93%-3713F-HRTimeline
Finivi Inc.11,554$2.83M2.28%+40713F-HRTimeline
Lindenwold Advisors, INC11,525$2.83M1.57%-31913F-HRTimeline
Auxano Advisors, LLC11,511$2.82M0.75%-11313F-HRTimeline
G&S Capital LLC11,507$2.82M1.2%-2,84413F-HRTimeline
Tempus Wealth Planning, LLC11,461$2.81M0.84%+34013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC11,457$2.81M1.1%+17213F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,448$2.81M0.38%013F-HRTimeline
Castle Rock Wealth Management, LLC11,520$2.8M0.76%+413F-HRTimeline
Schonfeld Strategic Advisors LLC11,354$2.79M0.02%+60313F-HRTimeline
Brady Martz Wealth Solutions, LLC11,353$2.78M0.63%-4513F-HRTimeline
Invst, LLC11,307$2.77M0.38%-3,82113F-HRTimeline
WEST PACES ADVISORS INC.11,306$2.77M0.63%+10613F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT11,282$2.77M0.55%-1,10113F-HRTimeline
Tyler-Stone Wealth Management11,280$2.77M0.5%-18013F-HRTimeline
Martin Capital Partners, LLC11,280$2.77M3.31%-49013F-HRTimeline
Victrix Investment Advisors11,474$2.77M1.45%+1,96813F-HRTimeline
Pinnacle Wealth Management Group, Inc.11,259$2.76M1.93%-1813F-HRTimeline
Exchange Bank11,246$2.76M2.23%+7613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…11,242$2.76M0.04%-33513F-HRTimelineGroup
Schrum Private Wealth Management LLC11,240$2.76M2.42%+513F-HRTimeline
VEGA INVESTMENT SOLUTIONS11,252$2.75M0.53%+40513F-HRTimeline
Audent Global Asset Management, LLC11,213$2.75M2.27%-1,04313F-HRTimeline
Aspetuck Financial Management LLC11,209$2.75M2.37%-2513F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL11,205$2.75M1.03%-1,39713F-HRTimeline
Clare Market Investments LLC11,193$2.75M0.72%+3,98013F-HRTimeline
Purkiss Capital Advisors LLC11,186$2.74M2.07%+2,36413F-HRTimeline
Aldebaran Financial Inc.11,177$2.74M3.35%+7013F-HRTimeline
Cranbrook Wealth Management, LLC11,173$2.74M0.64%-22313F-HRTimeline
Fortune Financial Advisors, LLC11,162$2.74M2.36%+27613F-HRTimeline
Amplius Wealth Advisors, LLC11,138$2.73M0.28%-16013F-HRTimeline
Financial Management Professionals, Inc.11,116$2.73M0.35%+6713F-HRTimeline
CRA Financial Services, LLC11,109$2.73M0.47%+51213F-HRTimeline
SONATA CAPITAL GROUP INC11,101$2.72M1.19%+513F-HRTimeline
CHANNEL WEALTH LLC11,094$2.72M0.85%+50713F-HRTimeline
Vivid Wealth Management, LLC11,092$2.72M1.36%-34913F-HRTimeline
Global Financial Private Client, LLC11,077$2.72M1.04%+1,69313F-HRTimeline
Bradyco, Inc.11,075$2.72M2.06%-3113F-HRTimeline
Diligent Investors, LLC11,066$2.71M0.66%-713F-HRTimeline
Byrne Asset Management LLC11,064$2.71M2%-66713F-HRTimeline
44 WEALTH MANAGEMENT LLC11,060$2.71M1.02%-2413F-HRTimeline
Camarda Financial Advisors, LLC11,060$2.71M1.22%-44813F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,614$2.71M1.05%+37213F-HRTimeline
Pinnacle Holdings, LLC11,022$2.7M1.03%-49313F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC11,013$2.7M2.3%+25113F-HRTimeline
Well Done, LLC11,270$2.7M0.49%-8313F-HRTimeline
Sciencast Management LP11,012$2.7M0.62%new13F-HRTimeline
RedJay Asset Management Inc.11,000$2.7M1.46%new13F-HRTimeline
Northern Financial Advisors Inc10,998$2.7M2.23%-5813F-HRTimeline
Virtue Capital Management, LLC11,013$2.7M0.32%+2,26413F-HRTimeline
Legato Capital Management LLC10,985$2.69M0.36%013F-HRTimeline
Total Clarity Wealth Management, Inc.11,235$2.69M0.88%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,974$2.69M0.2%+79913F-HRTimeline
Plancorp, LLC10,962$2.69M0.11%+1,13413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC10,960$2.69M0.62%+62813F-HRTimeline
Stiles Financial Services Inc10,955$2.69M1.03%+1,65213F-HRTimeline
St. Johns Investment Management Company…10,937$2.68M1.33%-30213F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,930$2.68M0.95%+1413F-HRTimeline
Ignite Planners, LLC10,856$2.68M0.52%+86213F-HRTimeline
American Investment Services, Inc.10,921$2.68M0.47%+3713F-HRTimeline
Consilium Wealth Advisory, LLC10,920$2.68M1.34%-4313F-HRTimeline
Shum Financial Group, Inc.10,919$2.68M2.32%+1313F-HRTimeline
VCI Wealth Management LLC10,918$2.68M1.12%-6313F-HRTimeline
Hemenway Trust Co LLC10,904$2.67M0.22%+49513F-HRTimeline
FSM Wealth Advisors, LLC10,903$2.67M0.6%+62513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC10,897$2.67M0.74%+1,35413F-HRTimeline
Guerra Advisors Inc10,877$2.67M1.49%+2,87213F-HRTimeline
YANKCOM Partnership10,872$2.67M1.47%-1,55213F-HRTimeline
Sound Income Strategies, LLC10,859$2.66M0.16%+2,66113F-HRTimeline
BARRETT & COMPANY, INC.10,856$2.66M1.15%+74013F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,852$2.66M1.07%+313F-HRTimeline
626 Financial, LLC10,839$2.66M1.37%+20513F-HRTimeline
Crescent Grove Advisors, LLC10,819$2.65M0.28%+24113F-HRTimeline
GKV Capital Management Co., Inc.10,808$2.65M1.32%+45013F-HR/ATimeline
CACTI ASSET MANAGEMENT LLC10,910$2.65M0.21%013F-HRTimeline
Oder Investment Management, LLC10,796$2.65M2.25%+24613F-HRTimeline
SIERRA SUMMIT ADVISORS LLC10,778$2.64M0.57%-2,22613F-HRTimeline
Gilbert & Cook, Inc.10,773$2.64M0.38%-2713F-HRTimeline
BIRINYI ASSOCIATES INC10,762$2.64M0.85%-9913F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC10,759$2.64M1.38%-11613F-HRTimeline
WOLFF WIESE MAGANA LLC10,752$2.64M1.8%-25713F-HRTimeline
First Citizens Financial Corp10,741$2.63M1.49%-11013F-HRTimeline
CONTINENTAL ADVISORS LLC10,735$2.63M1.95%-40013F-HRTimeline
High Net Worth Advisory Group LLC10,731$2.63M0.74%-2413F-HRTimeline
DMKC Advisory Services, LLC10,729$2.63M2.37%-11113F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.10,721$2.63M1.19%-13013F-HRTimeline
Farrow Financial, Inc.10,685$2.62M1.76%+40013F-HRTimeline
Greater Midwest Financial Group, LLC10,676$2.62M1.83%-19713F-HRTimeline
AA Financial Advisors, LLC10,664$2.62M0.64%+60113F-HRTimeline
Bigelow Investment Advisors, LLC10,663$2.62M1.24%-17513F-HRTimeline
W1M Asset Management Ltd10,652$2.61M0.22%new13F-HRTimeline
Select Asset Management & Trust10,639$2.61M1.05%-4113F-HRTimeline
Kennebec Savings Bank10,609$2.6M2.75%-87913F-HRTimeline
Redhawk Wealth Advisors, Inc.10,544$2.59M0.35%+81913F-HRTimeline
2UniFi Bank9,771$2.59M1.67%-10013F-HRTimeline
Kidder Stephen W10,540$2.59M0.81%013F-HRTimeline
SummitTX Capital, L.P.10,523$2.58M0.11%13F-HRTimeline
Cypress Wealth Services, LLC10,512$2.58M0.52%-1613F-HRTimeline
First Bank & Trust10,509$2.58M0.5%-13013F-HRTimeline
Donald L. Hagan, LLC10,503$2.58M1.34%+24413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…10,474$2.58M0.4%-36813F-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