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Disclosery

JPM JPMORGAN CHASE & CO

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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
Freemont Management S.A.13,500$3.97M0.74%+10,50013F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC13,500$3.97M3.31%+1,00013F-HRTimeline
MBL Wealth, LLC13,498$3.97M0.3%-3913F-HRTimeline
Tempo Wealth, LLC13,484$3.97M0.69%+2,18513F-HRTimeline
Twin Lakes Capital Management, LLC13,476$3.96M1.8%-42613F-HRTimeline
Park Edge Advisors, LLC13,467$3.96M0.91%-15413F-HRTimeline
GSA CAPITAL PARTNERS LLP13,461$3.96M0.25%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC13,452$3.96M0.32%+14413F-HRTimeline
First National Bank of Hutchinson13,435$3.95M2.52%+26913F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.13,419$3.95M2.55%+95213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,414$3.95M0.29%-46913F-HRTimeline
GenTrust, LLC13,368$3.93M0.17%+8,53413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,346$3.93M1.59%+82213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,341$3.92M0.06%-1,47813F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV13,337$3.92M1.83%-13913F-HRTimeline
LMG Wealth Partners, LLC13,331$3.92M0.71%+2313F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co13,325$3.92M0.88%013F-HRTimeline
DAVIDSON TRUST CO13,259$3.9M1.68%+63613F-HRTimeline
First Dallas Securities Inc.13,218$3.89M1.44%+5113F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC13,185$3.88M0.81%-27713F-HRTimeline
Greenwich Wealth Management LLC13,184$3.88M0.16%+25213F-HRTimeline
Clare Market Investments LLC13,178$3.88M0.81%13F-HRTimeline
SageGuard Financial Group, LLC13,173$3.87M0.6%+2,99813F-HRTimeline
Manchester Capital Management LLC13,160$3.87M0.56%-69113F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC13,145$3.87M2.93%-81113F-HRTimeline
Jones Kertz & Associates, Inc.13,139$3.86M2.05%-10513F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC13,137$3.86M3.2%+6913F-HRTimeline
Alaethes Wealth, LLC13,076$3.85M1.11%+13613F-HRTimeline
Loudon Investment Management, LLC13,055$3.84M2.07%-60013F-HRTimeline
Eagle Bluffs Wealth Management LLC13,047$3.84M1.5%+16013F-HRTimeline
Ulysses Management LLC13,000$3.82M1.44%-9,00013F-HRTimeline
Interchange Capital Partners, LLC14,722$3.82M1.21%-2,12313F-HRTimeline
TFR Capital, LLC.12,965$3.81M1.17%+6,29013F-HRTimeline
AIRE ADVISORS, LLC12,957$3.81M0.7%+33613F-HRTimeline
SIERRA SUMMIT ADVISORS LLC12,957$3.81M0.55%+2,11913F-HRTimeline
Main Street Financial Solutions, LLC12,934$3.8M0.28%+13013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,933$3.8M0.76%+19913F-HRTimeline
BIP Wealth, LLC12,929$3.8M0.15%-2,48213F-HRTimeline
Wealth Architects, LLC12,927$3.8M0.34%-18113F-HRTimeline
DMKC Advisory Services, LLC12,907$3.8M1.58%+52913F-HRTimeline
Howard Capital Management, LLC12,905$3.8M0.06%-12,87913F-HRTimeline
Generali Investments, Management Co LLC12,873$3.79M0.88%-3,76813F-HRTimeline
Burford Brothers, Inc.12,863$3.78M1.55%-1513F-HRTimeline
Weil Company, Inc.12,845$3.78M0.85%-49013F-HRTimeline
Brendel Financial Advisors LLC12,804$3.77M1.86%-1013F-HRTimeline
CGN Advisors LLC12,795$3.76M0.3%+36113F-HRTimeline
Allred Capital Management, LLC12,789$3.76M1.37%+24113F-HRTimeline
Revolve Wealth Partners, LLC12,789$3.76M0.49%-1,33413F-HRTimeline
Maia Wealth LLC12,786$3.76M0.64%+2,03113F-HRTimeline
XXI WEALTH, LLC12,748$3.75M2.12%-98513F-HRTimeline
Berger Financial Group, Inc12,744$3.75M0.21%+19613F-HRTimeline
Crewe Advisors LLC12,730$3.74M0.32%+12713F-HRTimeline
Central Pacific Bank - Trust Division12,730$3.74M0.48%-3,62313F-HRTimeline
Bernard Wealth Management Corp.12,709$3.74M1.59%+21513F-HRTimeline
Pinnacle Holdings, LLC12,703$3.74M1.21%+1,29113F-HRTimeline
Grey Ledge Advisors, LLC12,685$3.73M0.84%-38813F-HRTimeline
Nicholas Hoffman & Company, LLC.12,683$3.73M0.09%+7213F-HRTimeline
Cranbrook Wealth Management, LLC12,666$3.73M0.76%013F-HRTimeline
Acorn Wealth Advisors, LLC12,663$3.72M1.09%+6513F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC12,657$3.72M1.77%+13713F-HRTimeline
QV Investors Inc.12,645$3.72M0.3%-25013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA12,591$3.7M2.5%+76513F-HRTimeline
Ceeto Capital Group, LLC12,580$3.7M1.14%+30513F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC12,557$3.69M1.16%-1913F-HRTimeline
Gladius Capital Management LP12,541$3.69M2.82%+11,54813F-HRTimeline
One Charles Private Wealth Services, LLC12,518$3.68M0.92%+8013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC12,500$3.68M0.54%013F-HRTimelineGroup
Cannon Advisors, Inc.12,491$3.67M2.72%+17113F-HRTimeline
Inscription Capital, LLC12,472$3.67M0.39%+73213F-HRTimeline
Legacy Wealth Management, LLC / MS12,465$3.67M1.05%-7913F-HRTimeline
LS Investment Advisors, LLC12,440$3.66M0.55%+6,89813F-HRTimeline
Meriwether Wealth & Planning, LLC12,438$3.66M2%-1,13913F-HRTimeline
Winthrop Capital Management, LLC12,428$3.66M0.94%+42913F-HRTimeline
Strong Tower Advisory Services12,404$3.65M0.69%+9713F-HRTimeline
TRB Wealth Management, LLC12,402$3.65M0.52%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,400$3.65M0.42%+19913F-HRTimeline
Victrix Investment Advisors12,388$3.64M1.32%+38013F-HRTimeline
WOLFF WIESE MAGANA LLC12,385$3.64M2.01%+1,88613F-HRTimeline
Carl P. Sherr & Co., LLC12,380$3.64M1.71%-15913F-HRTimeline
Alpha Financial Partners LLC12,351$3.63M2.15%+6313F-HRTimeline
Royal Harbor Partners, LLC12,346$3.63M1.23%-50613F-HRTimeline
ADAPT Investment Managers SA12,329$3.63M1.23%new13F-HRTimeline
ELLERSON GROUP INC /ADV12,309$3.62M2.37%+11413F-HRTimeline
Virtus Wealth Solutions LLC12,284$3.61M0.69%-20413F-HRTimeline
X-Square Capital, LLC12,272$3.61M1.22%-9,54713F-HRTimeline
Moss Adams Wealth Advisors LLC12,259$3.61M0.26%+79313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.12,258$3.61M1.7%-10513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC12,248$3.6M1.26%+1,78613F-HRTimeline
TradeWell Securities, LLC.12,239$3.6M1.52%+2313F-HRTimeline
Versant Capital Management, Inc12,225$3.6M0.35%+2,73013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…12,219$3.59M0.23%-7,14413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC12,217$3.59M1.5%+8813F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,663$3.59M0.99%-3513F-HRTimeline
Sage Investment Advisers LLC12,100$3.57M2.65%-24913F-HRTimeline
INVESTMENT HOUSE LLC12,147$3.57M0.19%-7,87113F-HRTimeline
Finivi Inc.12,123$3.57M1.95%+74813F-HRTimeline
Cerro Pacific Wealth Advisors LLC12,110$3.56M0.93%-58813F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT12,105$3.56M0.66%-10313F-HRTimeline
WULFF, HANSEN & CO.12,101$3.56M3.64%013F-HRTimeline
Falcon Wealth Planning12,097$3.56M0.24%+25013F-HRTimeline
Sound Income Strategies, LLC12,031$3.55M0.17%+43313F-HRTimeline
Solidarity Wealth, LLC12,055$3.55M0.68%+4,78713F-HRTimeline
Brady Martz Wealth Solutions, LLC12,026$3.54M0.6%+1,90113F-HRTimeline
Lantern Wealth Advisors, LLC12,026$3.54M1.81%-5313F-HRTimeline
EULAV Asset Management12,000$3.53M0.11%-1,00013F-HRTimeline
CORNERSTONE ENTERPRISES, LLC11,996$3.53M1.75%+31113F-HRTimeline
Aldebaran Financial Inc.11,984$3.53M3.35%+15413F-HRTimeline
Capital Advisors Wealth Management, LLC11,963$3.52M0.47%+11813F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…11,945$3.51M1.93%-3013F-HRTimeline
Marin Bay Wealth Advisors, LLC13,399$3.51M2.11%+1,42013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC11,888$3.5M0.05%new13F-HRTimelineGroup
St. Johns Investment Management Company…11,878$3.49M1.47%+47213F-HRTimeline
Lakeridge Wealth Management LLC11,876$3.49M1.5%-2213F-HRTimeline
Total Clarity Wealth Management, Inc.11,858$3.49M0.82%+16113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…11,189$3.49M1.16%-1,32813F-HRTimeline
Core Wealth Partners LLC11,852$3.49M1.62%-213F-HRTimeline
Balefire, LLC11,836$3.48M0.66%+1,85513F-HRTimeline
Security Financial Services, INC.11,801$3.47M0.55%-6813F-HRTimeline
GKV Capital Management Co., Inc.11,792$3.47M1.3%+16413F-HR/ATimeline
Wealth Management Partners, LLC11,789$3.47M0.99%-13213F-HRTimeline
PEOPLES BANK /OH11,745$3.45M2.12%-52313F-HRTimeline
CRA Financial Services, LLC11,681$3.44M0.45%+1713F-HRTimeline
CALTON & ASSOCIATES, INC.11,652$3.43M0.49%+7513F-HRTimeline
Etesian Wealth Advisors, Inc.11,639$3.42M1.09%-33113F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV11,639$3.42M2.95%-1,41513F-HRTimeline
Summit Financial Wealth Advisors, LLC11,627$3.42M0.48%+32913F-HRTimeline
First Command Advisory Services, Inc.11,615$3.42M0.02%+43113F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,606$3.41M0.26%+8013F-HRTimeline
Beacon Financial Advisory LLC11,598$3.41M0.77%+3413F-HRTimeline
Summit Asset Management, LLC11,588$3.41M0.47%-1913F-HRTimeline
Ruggiero Investments, Inc.11,581$3.41M3.29%+21813F-HRTimeline
NORTH DALLAS BANK & TRUST CO11,573$3.4M2.3%+22513F-HRTimeline
SWP Investment Management LLC11,572$3.4M2.54%+22013F-HRTimeline
Ballast Rock Private Wealth LLC11,570$3.4M1.88%-413F-HRTimeline
BSW Wealth Partners11,566$3.4M0.42%+24713F-HRTimeline
Tempus Wealth Planning, LLC11,565$3.4M0.78%+26713F-HRTimeline
Great Diamond Partners, LLC11,554$3.4M0.65%+2,63413F-HRTimeline
Spahn Wealth & Retirement LLC11,521$3.39M4.31%013F-HRTimeline
Kenora Financial, LLC11,521$3.39M1.19%-11213F-HRTimeline
Monument Capital Management11,520$3.39M0.85%-93113F-HRTimeline
Financial Management Professionals, Inc.11,503$3.38M0.38%+23113F-HRTimeline
Sky Investment Group LLC11,495$3.38M0.58%+1,31913F-HRTimeline
Pekin Hardy Strauss, Inc.11,490$3.38M0.35%-1613F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.11,484$3.38M0.14%-1,70613F-HRTimelineGroup
Daytona Street Capital LLC11,346$3.38M2.6%+413F-HRTimeline
Gallagher Capital Advisors, LLC11,472$3.37M2.27%-9813F-HRTimeline
Insight Wealth Strategies, LLC11,462$3.37M0.38%+61013F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,460$3.37M0.44%-5813F-HRTimeline
Meadow Creek Wealth Advisors LLC11,459$3.37M2.18%-7713F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT11,447$3.37M1.68%-19213F-HRTimeline
FWG Holdings, LLC11,395$3.37M1.27%-75113F-HRTimeline
Greenspring Advisors, LLC11,444$3.37M0.21%+59913F-HRTimeline
OMC Financial Services LTD11,435$3.36M1.3%+1,03513F-HRTimeline
LCNB CORP11,431$3.36M1.13%-54513F-HRTimeline
COOKSON PEIRCE & CO INC11,424$3.36M0.14%-25913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,417$3.36M0.34%+23713F-HRTimeline
SONATA CAPITAL GROUP INC11,410$3.36M1.24%-10013F-HRTimeline
Miller Investment Management, LP11,410$3.36M0.33%013F-HRTimeline
Rockingstone Advisors LLC11,402$3.35M1.54%-1013F-HRTimeline
Marble Harbor Investment Counsel, LLC11,399$3.35M0.36%+52513F-HRTimeline
MITCHELL SINKLER & STARR/PA11,388$3.35M1.55%-113F-HRTimeline
Aspetuck Financial Management LLC11,386$3.35M2.29%+16113F-HRTimeline
YANKCOM Partnership11,374$3.35M1.38%+40313F-HRTimeline
Clark Asset Management, LLC11,372$3.35M0.31%+1,06513F-HRTimeline
Millstone Evans Group, LLC11,355$3.34M2%+5813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,351$3.34M0.18%+1,39813F-HRTimeline
Convergence Financial, LLC11,323$3.33M0.35%-4,14913F-HRTimeline
James J. Burns & Company, LLC11,327$3.33M0.45%-6,99513F-HRTimeline
VICUS CAPITAL11,309$3.33M0.24%-35113F-HRTimeline
Aldebaran Capital, LLC11,282$3.32M2.54%013F-HRTimeline
LFG Wealth Partners, LLC11,281$3.32M2%+1,42213F-HRTimeline
Auxano Advisors, LLC11,256$3.31M0.66%-24713F-HRTimeline
Dickmeyer Boyce Financial Management, I…11,241$3.31M1.95%13F-HRTimeline
Hudson Canyon Capital Management11,240$3.31M2.02%-6013F-HRTimeline
Revisor Wealth Management LLC11,229$3.3M0.91%-16113F-HRTimeline
Hilltop National Bank11,175$3.29M0.78%+813F-HRTimeline
Slocum, Gordon & Co LLP11,153$3.28M2.23%-32013F-HRTimeline
Directional Asset Management11,139$3.28M2.99%-1113F-HRTimeline
Scarborough Advisors, LLC11,127$3.27M0.36%+13313F-HRTimeline
Well Done, LLC11,099$3.26M0.48%-18513F-HRTimeline
Integrated Quantitative Investments LLC11,081$3.26M0.59%+6,26913F-HRTimeline
Paradigm Capital Management, LLC/NV11,078$3.26M2.99%-14013F-HRTimeline
Exchange Bank11,066$3.26M2.26%013F-HRTimeline
Capital Planning Advisors, LLC11,040$3.25M0.47%-1,09613F-HRTimeline
Sepio Capital, LP11,040$3.25M0.18%-81413F-HRTimeline
SYM FINANCIAL Corp11,029$3.24M0.32%-9113F-HRTimeline
FinArc Investments, Inc.11,027$3.24M3.12%-94313F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC10,438$3.24M1.47%-1,33713F-HRTimeline
Bradyco, Inc.11,007$3.24M2.51%+48913F-HRTimeline
2UniFi Bank10,988$3.23M1.57%+38713F-HRTimeline
IKE Capital, LLC10,969$3.23M1.82%+82013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC10,958$3.22M1.34%-4213F-HRTimeline
WEST PACES ADVISORS INC.10,954$3.22M0.62%-4313F-HRTimeline
COZAD ASSET MANAGEMENT INC10,948$3.22M0.25%-1,23913F-HRTimeline
Meadowbrook Advisors Group, LLC10,942$3.22M1.91%-86513F-HRTimeline
ROI Financial Advisors, LLC10,937$3.22M1.92%+62013F-HRTimeline
G&S Capital LLC10,920$3.21M1.13%-3913F-HRTimeline
Ignite Planners, LLC10,897$3.21M0.5%+17913F-HRTimeline
Schrum Private Wealth Management LLC10,890$3.2M2.44%-7613F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO9,934$3.2M0.29%-113F-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