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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
Advisory Alpha, LLC12,803$3.94M0.11%-24113F-HRTimeline
Nicholas Hoffman & Company, LLC.12,482$3.94M0.1%+27013F-HRTimeline
Canvas Wealth Advisors, LLC12,695$3.94M0.72%+3713F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC12,471$3.93M1.72%+4313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC12,373$3.9M1.69%-1,86713F-HRTimeline
Berger Financial Group, Inc12,373$3.9M0.23%+3513F-HRTimeline
Kenora Financial, LLC12,346$3.89M1.32%-7213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.12,338$3.89M1.86%+52013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC12,500$3.88M0.57%013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.12,306$3.88M1.28%-22313F-HRTimeline
Northern Financial Advisors Inc12,277$3.87M2.03%+1,20113F-HRTimeline
Cannon Advisors, Inc.13,134$3.87M2.6%-3813F-HRTimeline
WULFF, HANSEN & CO.12,231$3.86M3.32%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,677$3.86M1.29%-2913F-HRTimeline
Virtus Wealth Solutions LLC12,207$3.85M0.74%-3613F-HRTimeline
ELLERSON GROUP INC /ADV12,195$3.85M2.39%-913F-HRTimeline
Court Place Advisors, LLC12,185$3.84M1.16%-42913F-HRTimeline
Victrix Investment Advisors12,171$3.84M2.1%+34813F-HRTimeline
Consilium Wealth Advisory, LLC12,167$3.84M1.48%+1,20713F-HRTimeline
Gleason Group, Inc.12,151$3.83M0.38%-513F-HRTimeline
TradeWell Securities, LLC.12,333$3.83M1.61%+3413F-HRTimeline
Sunpointe, LLC12,133$3.83M1.38%+1713F-HRTimeline
Wealth Management Partners, LLC12,057$3.8M1.21%-10613F-HRTimeline
Lantern Wealth Advisors, LLC11,985$3.78M2%-1,27513F-HRTimeline
Strong Tower Advisory Services11,985$3.78M0.72%-19913F-HRTimeline
BSW Wealth Partners11,979$3.78M0.47%+113F-HRTimeline
COZAD ASSET MANAGEMENT INC11,973$3.78M0.3%-46813F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT11,965$3.77M1.8%-55113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS11,946$3.77M1.5%-29313F-HRTimeline
Manchester Capital Management LLC11,935$3.76M0.51%-4,97213F-HRTimeline
DAVIDSON TRUST CO11,892$3.75M1.55%-69513F-HRTimeline
Lindenwold Advisors, INC11,881$3.75M1.77%+6713F-HRTimeline
Gallagher Capital Advisors, LLC12,136$3.74M2.15%-10913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA11,845$3.74M2.41%-3,79313F-HRTimeline
FWG Holdings, LLC12,197$3.73M1.61%+16013F-HRTimeline
Security Financial Services, INC.11,811$3.73M0.6%+3,16813F-HRTimeline
PATTON FUND MANAGEMENT, INC.11,792$3.72M0.67%-80813F-HRTimeline
Morton Capital Management LLC/CA11,782$3.72M0.61%-89113F-HRTimeline
Inscription Capital, LLC11,781$3.72M0.4%+95713F-HRTimeline
Axecap Investments, LLC11,774$3.71M2.29%-38613F-HRTimeline
Fieldview Capital Management, LLC11,773$3.71M0.61%+4,23213F-HRTimeline
Finivi Inc.11,730$3.7M2.36%+1613F-HRTimeline
Lakeridge Wealth Management LLC11,721$3.7M1.64%+7213F-HRTimeline
Kepler Cheuvreux (Suisse) SA11,719$3.7M0.2%13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC11,704$3.69M1.72%-4813F-HRTimeline
Total Clarity Wealth Management, Inc.11,693$3.69M0.98%+36813F-HRTimeline
Exchange Bank11,685$3.69M2.56%+69313F-HRTimeline
Lee Financial Co11,682$3.68M0.46%+78413F-HRTimeline
Slocum, Gordon & Co LLP11,678$3.68M2.94%+30513F-HRTimeline
Core Wealth Partners LLC11,674$3.68M1.69%+1,45113F-HRTimeline
Aldebaran Financial Inc.11,628$3.67M3.67%+13113F-HRTimeline
CRA Financial Services, LLC11,624$3.67M0.5%+32413F-HRTimeline
Tempus Wealth Planning, LLC11,623$3.67M0.84%-46113F-HRTimeline
Ceeto Capital Group, LLC11,619$3.67M1.06%-3,99413F-HRTimeline
Drake & Associates, LLC11,755$3.66M0.77%-2,90813F-HRTimeline
Summit Asset Management, LLC11,595$3.66M0.56%013F-HRTimeline
Hartford Funds Management Co LLC11,583$3.65M0.31%-5,33813F-HRTimeline
Pinnacle Holdings, LLC11,578$3.65M1.27%-4813F-HRTimeline
LCNB CORP11,555$3.64M1.28%-65513F-HRTimeline
CVA Family Office, LLC11,550$3.64M0.47%+6813F-HRTimeline
Auxano Advisors, LLC11,526$3.64M0.77%+1813F-HRTimeline
Palumbo Wealth Management LLC12,402$3.63M1.16%+40413F-HRTimeline
Capital Advisors Wealth Management, LLC11,509$3.63M0.52%-28413F-HRTimeline
MITCHELL SINKLER & STARR/PA11,509$3.63M1.63%-15013F-HRTimeline
Audent Global Asset Management, LLC11,497$3.63M2.64%+33813F-HRTimeline
Hudson Canyon Capital Management11,722$3.63M2.08%-76213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT11,490$3.62M0.67%-28213F-HRTimeline
Aldebaran Capital, LLC11,482$3.62M3.33%-42513F-HRTimeline
Financial Advisors, LLC11,467$3.62M0.64%-67013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,448$3.61M0.36%-11,47013F-HRTimeline
CALTON & ASSOCIATES, INC.11,428$3.6M0.54%+29713F-HRTimeline
Miller Investment Management, LP11,410$3.6M0.36%-7,52513F-HRTimeline
Davidson Capital Management Inc.11,402$3.6M0.8%new13F-HRTimeline
DMKC Advisory Services, LLC11,395$3.59M1.82%-69513F-HRTimeline
COOKSON PEIRCE & CO INC11,370$3.59M0.15%+19013F-HRTimeline
SEVEN MILE ADVISORY11,368$3.59M0.58%+3,00813F-HRTimeline
CHANNEL WEALTH LLC11,364$3.58M0.96%+5513F-HRTimeline
Spahn Wealth & Retirement LLC11,358$3.58M2.12%-24813F-HRTimeline
Millstone Evans Group, LLC11,355$3.58M2.28%-8213F-HRTimeline
Providence First Trust Co11,337$3.58M1.24%-1,54413F-HRTimeline
Well Done, LLC11,327$3.57M0.61%+513F-HRTimeline
Montz Harcus Wealth Management LLC11,314$3.57M1.56%+92713F-HRTimeline
Gilbert & Cook, Inc.11,314$3.57M0.46%-28913F-HRTimeline
St. Johns Investment Management Company…11,308$3.57M1.52%+31413F-HRTimeline
Bradyco, Inc.11,287$3.56M4.04%+21213F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,646$3.56M0.95%+20013F-HRTimeline
Financial Management Professionals, Inc.11,277$3.56M0.37%+3813F-HRTimeline
Brady Martz Wealth Solutions, LLC11,242$3.55M0.64%+1713F-HRTimeline
Summit Financial Wealth Advisors, LLC11,386$3.54M0.55%+1,11713F-HRTimeline
Aspetuck Financial Management LLC11,209$3.54M2.42%013F-HRTimeline
Clare Market Investments LLC11,198$3.53M0.71%+213F-HRTimeline
G&S Capital LLC11,179$3.53M1.3%-23113F-HRTimeline
Peak Planning Group, LLC11,168$3.52M1.84%+2113F-HRTimeline
Camarda Financial Advisors, LLC11,166$3.52M1.3%+39613F-HRTimeline
Cranbrook Wealth Management, LLC11,154$3.52M0.71%-9213F-HRTimeline
Moss Adams Wealth Advisors LLC11,130$3.51M0.27%+15713F-HRTimeline
Cypress Wealth Services, LLC11,113$3.51M0.57%+64213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC11,104$3.5M1.46%013F-HRTimeline
CRUX WEALTH ADVISORS11,093$3.5M1.39%-3713F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC11,093$3.5M0.66%+3213F-HRTimeline
Ignite Planners, LLC11,075$3.49M0.57%+14113F-HRTimeline
Rothschild Wealth LLC11,074$3.49M0.76%+5013F-HRTimeline
Fortune Financial Advisors, LLC11,071$3.49M2.63%-2513F-HRTimeline
Pinnacle Wealth Management Group, Inc.11,061$3.49M1.79%+6213F-HRTimeline
YANKCOM Partnership11,042$3.48M1.57%-7413F-HRTimeline
Solitude Financial Services11,041$3.48M1.19%+7313F-HRTimeline
Meadow Creek Wealth Advisors LLC11,649$3.48M2.31%-29013F-HRTimeline
Scarborough Advisors, LLC10,990$3.47M0.61%+9,18013F-HRTimeline
Fortis Capital Advisors, LLC10,986$3.47M0.55%-29913F-HRTimeline
Marble Harbor Investment Counsel, LLC10,974$3.46M0.36%-10013F-HRTimeline
SYM FINANCIAL Corp10,970$3.46M0.37%+86213F-HRTimeline
Schrum Private Wealth Management LLC10,970$3.46M2.54%-28113F-HRTimeline
Rockingstone Advisors LLC10,962$3.46M1.71%-20013F-HRTimeline
WEST PACES ADVISORS INC.10,957$3.46M0.69%-29313F-HRTimeline
Invst, LLC10,913$3.44M0.39%-46313F-HRTimeline
Redhawk Wealth Advisors, Inc.10,891$3.44M0.4%+33413F-HRTimeline
Greater Midwest Financial Group, LLC10,840$3.42M2.21%+19813F-HRTimeline
Capital Planning Advisors, LLC10,836$3.42M0.47%+4,77813F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,836$3.42M0.48%+23113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,835$3.42M0.18%-7,00713F-HRTimelineGroup
Legacy Wealth Management, LLC / MS10,835$3.42M1.03%-1,61313F-HRTimeline
Galaxy Digital Capital Management GP LLCin group Galaxy Group Investments LLC10,835$3.42M3.34%+45213F-HRTimelineGroup
Paradigm Capital Management, LLC/NV10,826$3.42M3.39%-1,30813F-HRTimeline
First Citizens Financial Corp10,821$3.41M1.69%013F-HRTimeline
United Community Bankin group United Community Bank10,819$3.41M1.06%+2,01913F-HRTimelineGroup
Focused Wealth Management, Inc10,807$3.41M0.37%+10013F-HRTimeline
SONATA CAPITAL GROUP INC10,800$3.41M1.26%+10013F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,792$3.4M1.22%-6413F-HRTimeline
Kesler, Norman & Wride, LLC14,184$3.4M0.67%-2,95513F-HRTimeline
S.E.E.D. Planning Group LLC10,775$3.4M0.99%-46413F-HRTimeline
FIRST FINANCIAL CORP /IN/10,756$3.39M1.33%-41713F-HRTimeline
Members Trust Co10,755$3.39M0.11%+2913F-HRTimeline
Sound Income Strategies, LLC11,089$3.39M0.19%-15713F-HRTimeline
CONTINENTAL ADVISORS LLC10,735$3.39M2.29%013F-HRTimeline
Consolidated Portfolio Review Corp10,732$3.39M0.43%+42913F-HRTimeline
BIRINYI ASSOCIATES INC10,715$3.38M0.86%+213F-HRTimeline
BARRETT & COMPANY, INC.10,699$3.37M1.16%-17313F-HRTimeline
VALLEY NATIONAL ADVISERS INC10,696$3.37M0.52%-1,12713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,683$3.37M0.62%+1,78913F-HRTimeline
GKV Capital Management Co., Inc.10,658$3.36M1.33%013F-HRTimeline
Point Windward Advisors Inc.10,648$3.36M1.57%-1,40913F-HRTimeline
Bigelow Investment Advisors, LLC10,642$3.36M1.35%-1213F-HRTimeline
First Command Advisory Services, Inc.10,639$3.36M0.02%+29813F-HRTimeline
MBL Wealth, LLC10,638$3.36M0.29%+72113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC10,636$3.35M0.51%+8813F-HRTimeline
RW Investment Management LLC10,627$3.35M0.35%-7313F-HRTimeline
626 Financial, LLC10,618$3.35M1.48%-12313F-HRTimeline
SHUTTLEWORTH & Co10,598$3.34M3.03%13F-HRTimeline
HMS Capital Management, LLC10,597$3.34M1.41%-39413F-HRTimeline
Insight Wealth Strategies, LLC10,591$3.34M0.39%-1313F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC10,589$3.34M0.59%+20713F-HRTimeline
2UniFi Bank10,587$3.34M1.67%+50313F-HRTimeline
Financial Perspectives, Inc10,543$3.33M0.92%+82413F-HRTimeline
Shum Financial Group, Inc.10,541$3.33M2.48%13F-HRTimeline
Capital Advisors, Ltd. LLC10,539$3.32M0.38%013F-HRTimeline
Balboa Wealth Partners10,530$3.32M0.57%-7613F-HRTimeline
U S WEALTH GROUP, LLC.10,526$3.32M2.17%+113F-HRTimeline
Skye Global Management LP10,500$3.31M0.07%new13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC10,491$3.31M2.28%-64913F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.10,488$3.31M1.17%+34013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC10,484$3.31M0.95%-79413F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC10,467$3.3M0.09%-6413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,460$3.3M1.14%+40913F-HRTimeline
OMC Financial Services LTD10,435$3.29M1.22%-1013F-HRTimeline
Plante Moran Financial Advisors, LLC10,434$3.29M0.21%-2,20113F-HRTimeline
CACTI ASSET MANAGEMENT LLC10,410$3.29M0.22%013F-HRTimeline
Kennebec Savings Bank10,426$3.29M3%-2313F-HRTimeline
WealthBridge Capital Management, LLC10,367$3.27M0.77%-42813F-HRTimeline
Oder Investment Management, LLC10,361$3.27M2.35%-36813F-HRTimeline
Neumann Capital Management, LLC10,346$3.26M0.95%-1,18413F-HRTimeline
Hilltop National Bank10,345$3.26M0.8%-7713F-HRTimeline
Triad Wealth Partners, LLC10,338$3.26M0.42%+77413F-HRTimeline
ExodusPoint Capital Management, LP10,338$3.26M0.05%-12,23413F-HRTimeline
Byrne Asset Management LLC10,337$3.26M2.01%-24213F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,318$3.25M0.09%+2,14413F-HRTimeline
Granite Group Advisors, LLC10,313$3.25M1.97%+3413F-HRTimeline
Applied Capital LLC/FL10,301$3.25M2.32%-2013F-HRTimeline
Hemington Wealth Management10,273$3.24M0.42%+18513F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC10,259$3.24M2.51%+1,02413F-HRTimeline
Farrow Financial, Inc.10,243$3.23M1.87%+1913F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,240$3.23M0.53%+53813F-HRTimeline
Addison Advisors LLC10,239$3.23M0.75%-6913F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,235$3.23M1.3%-56013F-HRTimeline
Sandy Cove Advisors, LLC10,235$3.23M1.03%+9813F-HRTimeline
WOLFF WIESE MAGANA LLC10,227$3.23M1.83%-2813F-HRTimeline
Hemenway Trust Co LLC10,226$3.23M0.25%-34813F-HRTimeline
Arcataur Capital Management LLC10,220$3.22M0.95%-13913F-HRTimeline
Summit Financial Strategies, Inc.10,211$3.22M0.28%-29113F-HRTimeline
JSF Financial, LLC10,210$3.22M0.71%-11813F-HRTimeline
High Net Worth Advisory Group LLC10,192$3.21M0.77%+1613F-HRTimeline
Austin Private Wealth, LLC10,180$3.21M0.25%-1413F-HRTimeline
Sky Investment Group LLC10,180$3.21M0.54%013F-HRTimeline
Kathmere Capital Management, LLC10,175$3.21M0.23%+19413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,169$3.21M0.53%-8913F-HRTimeline
US Asset Management LLC10,152$3.2M2.63%+21813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…10,123$3.19M0.44%+31913F-HRTimeline
Balefire, LLC10,127$3.19M0.64%-45013F-HRTimeline
Independent Solutions Wealth Management…10,125$3.19M0.57%+1,03913F-HRTimeline
Bath Savings Trust Co10,117$3.19M0.32%+2413F-HRTimeline
Plancorp, LLC10,096$3.18M0.1%-72413F-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