Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

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
HHM Wealth Advisors, LLC10,303$2.47M0.34%+3,66413F-HRTimeline
COOKSON PEIRCE & CO INC10,286$2.47M0.11%+2,21913F-HRTimeline
CFO4Life Group, LLC10,279$2.46M0.43%+21713F-HRTimeline
Farrow Financial, Inc.10,285$2.46M1.6%-43313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC10,268$2.46M1.4%013F-HRTimeline
Donald L. Hagan, LLC10,259$2.46M1.28%-49113F-HRTimeline
Sovran Advisors, LLC9,902$2.45M0.35%13F-HRTimeline
Godshalk Welsh Capital Management, Inc.10,220$2.45M1.58%-12513F-HRTimeline
Capital Advisors Wealth Management, LLC10,219$2.45M0.44%+1,74113F-HRTimeline
MWA Asset Management10,215$2.45M1.63%-3613F-HRTimeline
PCG ASSET MANAGEMENT, LLC10,206$2.45M2.15%13F-HRTimeline
Net Worth Advisory Group10,180$2.44M0.74%-1313F-HRTimeline
Matrix Trust Co10,179$2.44M0.42%+4313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,175$2.44M0.18%-1,21213F-HRTimeline
Elmwood Wealth Management, Inc.10,164$2.44M0.98%+713F-HRTimeline
Ignite Planners, LLC9,994$2.43M0.53%+7813F-HRTimeline
Wellment Financial10,139$2.43M3.05%13F-HRTimeline
SAGE RHINO CAPITAL LLC10,134$2.43M0.53%-4613F-HRTimeline
Focused Wealth Management, Inc10,123$2.43M0.33%+4513F-HRTimeline
BARRETT & COMPANY, INC.10,116$2.42M1.02%+40513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10,110$2.42M1.13%+71213F-HRTimeline
Coastal Bridge Advisors, LLC10,096$2.42M0.61%+33413F-HRTimeline
CKW FINANCIAL GROUP10,087$2.42M0.3%+3413F-HRTimeline
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO10,083$2.42M3.11%-40,20213F-HRTimeline
Pointe Capital Management LLC10,073$2.41M1.39%-30213F-HR/ATimeline
Aspire Growth Partners LLC9,967$2.41M2.36%13F-HRTimeline
AA Financial Advisors, LLC10,063$2.41M0.64%+30013F-HRTimeline
LifeSteps Financial, Inc.10,061$2.41M1.85%+25013F-HRTimeline
Legacy Capital Group California, Inc.10,056$2.41M0.73%-5813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,054$2.41M0.96%-55613F-HRTimeline
Rothschild Wealth LLC10,051$2.41M0.7%-813F-HRTimeline
Carson Advisory Inc.10,050$2.41M1.68%-66013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,031$2.4M1.03%+213F-HRTimeline
Prentice Wealth Management LLC10,029$2.4M0.7%-6713F-HRTimeline
Global Trust Asset Management, LLC10,019$2.4M0.91%-1013F-HRTimeline
Pinnacle Wealth Management, LLC9,988$2.39M2.66%-9913F-HRTimeline
MBL Wealth, LLC9,987$2.39M0.24%-63413F-HRTimeline
Well Done, LLC11,353$2.39M0.44%013F-HRTimeline
Notis-McConarty Edward9,978$2.39M1.16%-52013F-HRTimeline
Meridian Financial Partners LLC9,965$2.39M1.26%+8413F-HRTimeline
Providence First Trust Co9,961$2.39M0.9%-1,07113F-HRTimeline
West Family Investments, Inc.9,956$2.39M0.83%-13813F-HRTimeline
Bulltick Wealth Management, LLC9,923$2.38M0.56%-9,88713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC9,909$2.38M0.5%-17413F-HRTimeline
LM Advisors LLC9,902$2.37M0.42%-5,25113F-HR/ATimeline
2UniFi Bank9,871$2.37M1.58%13F-HRTimeline
CoreFirst Bank & Trust9,857$2.36M1.4%-27613F-HRTimeline
Navalign, LLC9,834$2.36M0.69%+30813F-HRTimeline
Plancorp, LLC9,828$2.36M0.1%+1,36213F-HRTimeline
FULLCIRCLE WEALTH LLC8,523$2.36M0.96%-24313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC9,812$2.35M1.36%+36413F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.9,805$2.35M0.44%+6413F-HRTimeline
Deane Retirement Strategies, Inc.9,790$2.35M1.18%new13F-HRTimeline
DOHJ, LLC9,764$2.34M0.54%+41613F-HRTimeline
Weaver C. Barksdale & Associates, Inc.9,749$2.34M2.24%-25113F-HRTimeline
Trail Ridge Investment Advisors, LLC9,755$2.34M1.11%+10313F-HRTimeline
Pinion Investment Advisors, LLC9,753$2.34M0.93%-18413F-HRTimeline
Sky Investment Group LLC9,733$2.33M0.43%+1513F-HRTimeline
Redhawk Wealth Advisors, Inc.9,725$2.33M0.32%-12113F-HRTimeline
Financial Perspectives, Inc9,711$2.33M0.78%+58213F-HRTimeline
Waterfront Wealth Inc.9,691$2.32M0.57%+31713F-HRTimeline
Hemington Wealth Management9,689$2.32M0.58%+36513F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC9,667$2.32M1.33%-72613F-HRTimeline
Lakeridge Wealth Management LLC9,663$2.32M1.2%+1913F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.9,662$2.32M2.13%13F-HRTimeline
Beacon Financial Advisory LLC9,657$2.31M0.75%+18013F-HRTimeline
TWO SIGMA SECURITIES, LLC9,652$2.31M0.42%-43,30013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…9,619$2.31M1.61%-52313F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding9,617$2.31M+111Timeline
Sandy Cove Advisors, LLC9,608$2.3M0.9%+29913F-HRTimeline
Apella Capital, LLC9,607$2.3M0.09%+613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd9,600$2.3M0.21%+1,92613F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.9,590$2.3M0.38%+32913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,583$2.3M1.08%-50013F-HRTimelineGroup
Grant/GrossMendelsohn, LLC9,558$2.29M1.2%+27513F-HRTimeline
Monterey Private Wealth, Inc.9,544$2.29M0.75%+1,60513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC9,543$2.29M0.75%+30113F-HRTimeline
NAVELLIER & ASSOCIATES INC9,540$2.29M0.27%+90013F-HRTimeline
BIRCHBROOK, INC.9,534$2.29M1.3%-22713F-HRTimeline
TKG Advisors, LLC8,621$2.28M1.05%-2,11113F-HRTimeline
Westmount Partners, LLC9,521$2.28M0.69%-47313F-HRTimeline
Emprise Bank9,506$2.28M1.29%-63213F-HRTimeline
Victrix Investment Advisors9,506$2.28M1.64%13F-HRTimeline
Eisler Capital Management Ltd.9,469$2.27M0.08%13F-HRTimeline
DE BURLO GROUP INC9,473$2.27M0.3%-15013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC9,463$2.27M0.45%-22113F-HRTimeline
Towercrest Capital Management9,459$2.27M0.37%-4013F-HRTimeline
WR Wealth Planners, LLC9,457$2.27M0.73%-18413F-HRTimeline
Cannon Advisors, Inc.9,452$2.27M1.93%-32513F-HRTimeline
Inman Jager Wealth Management, LLC9,446$2.26M1.76%13F-HRTimeline
Papamarkou Wellner Asset Management inc.9,446$2.26M1.56%13F-HRTimeline
Autumn Glory Partners, LLC9,441$2.26M1.11%-3,01513F-HRTimeline
RW Investment Management LLC9,427$2.26M0.28%+3613F-HRTimeline
Raleigh Capital Management Inc.9,414$2.26M0.87%-34413F-HRTimeline
Global Financial Private Client, LLC9,384$2.25M0.84%+1,95713F-HRTimeline
MRP Capital Investments, LLC9,354$2.24M2.04%+1713F-HRTimeline
First County Bank /CT/9,350$2.24M1.25%-2,15413F-HRTimeline
JSF Financial, LLC9,347$2.24M0.6%+1213F-HRTimeline
Bordeaux Wealth Advisors LLC9,344$2.24M0.36%+23813F-HR/ATimeline
WASHINGTON CAPITAL MANAGEMENT, INC9,340$2.24M1.76%-12513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC9,336$2.24M0.55%-34913F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd9,324$2.24M1.41%+1,42413F-HRTimelineGroup
BHK Investment Advisors, LLC9,324$2.24M0.84%-90413F-HRTimeline
Gray Wealth Management Inc.9,316$2.23M0.85%+18613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,312$2.23M0.28%-20913F-HRTimeline
Stiles Financial Services Inc9,303$2.23M0.81%+33213F-HRTimeline
Masso Torrence Wealth Management Inc.9,302$2.23M1.17%+8313F-HRTimeline
Perennial Investment Advisors, LLC9,285$2.23M0.26%+8113F-HRTimeline
First Command Advisory Services, Inc.9,266$2.22M0.02%+15813F-HRTimeline
Drake & Associates, LLC8,053$2.22M0.63%+2,39513F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP9,260$2.22M1.49%13F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…9,247$2.22M0.08%+1,53213F-HRTimelineGroup
KELLY LAWRENCE W & ASSOCIATES INC/CA9,248$2.22M0.52%+14013F-HRTimeline
Riverview Trust Co9,239$2.21M2.01%-2113F-HRTimeline
Strait & Sound Wealth Management LLC9,235$2.21M1.03%-2213F-HRTimeline
Terril Brothers, Inc.9,234$2.21M0.63%+17913F-HRTimeline
Solitude Financial Services9,225$2.21M0.97%+20613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC9,218$2.21M1.59%-43813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.9,205$2.21M0.88%+6913F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC9,205$2.21M1.3%013F-HRTimeline
Consolidated Portfolio Review Corp9,177$2.2M0.35%+4,23113F-HRTimeline
Claris Financial LLC9,157$2.2M1.44%13F-HRTimeline
Summit Asset Management, LLC9,158$2.2M0.39%+20013F-HRTimeline
United Community Bankin group United Community Bank9,152$2.19M0.85%-35413F-HRTimelineGroup
Savoie Capital LLC9,129$2.19M0.26%013F-HRTimeline
Eukles Asset Management9,107$2.18M0.93%+21913F-HRTimeline
ANB BANK9,101$2.18M0.96%13F-HRTimeline
Mendel Capital Management LLC9,092$2.18M1.32%+20613F-HRTimeline
Sather Financial Group Inc9,082$2.18M0.14%-62713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments9,071$2.17M0.14%-22,76413F-HRTimelineGroup
Brown Financial Advisors9,041$2.17M0.87%-16613F-HRTimeline
Altman Advisors, Inc.9,037$2.17M0.92%+7013F-HRTimeline
Samalin Investment Counsel, LLC9,029$2.16M0.93%+36613F-HRTimeline
Austin Private Wealth, LLC9,018$2.16M0.2%+16613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,010$2.16M0.42%+1,69613F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC8,329$2.16M0.17%+8113F-HRTimeline
Warm Springs Advisors Inc.9,004$2.16M2%13F-HRTimeline
Asio Capital, LLC8,991$2.16M0.41%+15613F-HRTimeline
EAGLE WEALTH STRATEGIES LLC8,981$2.15M1.56%-5113F-HRTimeline
BENNETT SELBY INVESTMENTS LP8,966$2.15M0.85%+5913F-HRTimeline
CAPE ANN SAVINGS BANK8,965$2.15M1.26%-18013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,953$2.15M1.42%+6013F-HRTimeline
South Street Advisors LLC8,932$2.14M0.33%-50013F-HRTimeline
Wealthquest Corp8,923$2.14M0.17%+7113F-HRTimeline
Cromwell Holdings LLC8,913$2.14M1.23%013F-HRTimeline
Independent Solutions Wealth Management…8,891$2.13M0.47%+2913F-HRTimeline
Citadel Investment Advisory, Inc.8,886$2.13M1.1%-5013F-HRTimeline
Ellsworth Advisors, LLC8,876$2.13M0.56%+63013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV7,962$2.12M2.09%-1,43813F-HRTimeline
PFC CAPITAL GROUP, INC.8,860$2.12M1.03%-4013F-HRTimeline
NorthStar Asset Management LLC /NJ/8,843$2.12M1.35%+17313F-HRTimeline
IRON Financial LLC8,842$2.12M1.19%+113F-HRTimeline
Rezny Wealth Management, Inc.8,833$2.12M0.52%+30313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.8,830$2.12M0.29%+3,37313F-HRTimeline
Purkiss Capital Advisors LLC8,822$2.11M1.83%13F-HRTimeline
Charter Oak Capital Management, LLC8,821$2.11M0.2%+2413F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK8,819$2.11M1.18%+5,05813F-HRTimeline
Front Row Advisors LLC8,801$2.11M0.73%+5913F-HRTimeline
Game Creek Capital, LP8,800$2.11M1.15%013F-HRTimeline
Orion Capital Management LLC8,794$2.11M0.93%-5013F-HRTimeline
Hummer Financial Advisory Services Inc8,790$2.11M1.67%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,787$2.11M0.63%+1,98213F-HRTimeline
Prossimo Advisors, LLC8,774$2.1M1.52%+3413F-HRTimeline
PROMETHIUM ADVISORS,LLC8,765$2.1M1.44%-12413F-HRTimeline
Montz Harcus Wealth Management LLC8,757$2.1M1.17%+30513F-HRTimeline
Addison Advisors LLC8,755$2.1M0.58%-17813F-HRTimeline
Virtue Capital Management, LLC8,749$2.1M0.42%-6313F-HRTimeline
LexAurum Advisors, LLC8,744$2.1M0.42%+43413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,724$2.09M0.44%-20513F-HRTimeline
Private Portfolio Partners LLC8,723$2.09M0.38%+21213F-HRTimeline
RMR Capital Management, LLC8,679$2.08M1.55%013F-HRTimeline
W ADVISORS, LLC8,650$2.07M1.28%+4613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC8,649$2.07M1.22%13F-HRTimeline
Rodgers Brothers Inc.8,646$2.07M0.27%-11313F-HRTimeline
City State Bank8,633$2.07M0.73%-7513F-HRTimeline
Bernard Wealth Management Corp.8,631$2.07M0.97%13F-HR/ATimeline
JNBA Financial Advisors8,629$2.07M0.21%+8613F-HRTimeline
Alta Wealth Advisors LLC8,626$2.07M0.9%+15113F-HRTimeline
Paulson Wealth Management Inc.8,625$2.07M0.56%-1,26913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,623$2.07M0.39%+2,88613F-HRTimeline
Integrated Capital Management, LLC8,617$2.07M1.1%-3713F-HRTimeline
M. Kraus & Co8,617$2.07M0.62%-14113F-HRTimeline
Eley Financial Management, Inc8,616$2.07M0.8%-12213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,599$2.06M0.88%013F-HRTimeline
Tortoise Investment Management, LLC8,598$2.06M0.22%-24113F-HR/ATimeline
MBA Advisors LLC8,597$2.06M1.04%-2,86313F-HRTimeline
SEVEN MILE ADVISORY8,568$2.05M1.31%+15013F-HRTimeline
SMART Wealth LLC8,566$2.05M0.73%+4,62813F-HRTimeline
Leo Wealth, LLC8,558$2.05M0.18%+9413F-HRTimeline
Medallion Wealth Advisors, LLC8,506$2.05M1.02%13F-HRTimeline
Trust Co8,553$2.05M0.23%+2,98113F-HRTimeline
Cypress Capital Management LLC (WY)8,548$2.05M2.35%-42913F-HRTimeline
Legacy Bridge, LLC8,535$2.05M1.07%013F-HRTimeline
Prairie Sky Financial Group LLC8,533$2.05M1.25%+1,78313F-HRTimeline
Ruffer LLP8,520$2.04M0.07%-1,33013F-HRTimeline
Keystone Financial Services8,512$2.04M0.78%+12113F-HRTimeline
Accel Wealth Management8,493$2.04M0.77%-34313F-HRTimeline
Westbourne Investment Advisors, Inc.8,490$2.04M0.7%+10513F-HRTimeline
Armor Investment Advisors, LLC8,480$2.03M0.84%-1,04013F-HRTimeline
TI-TRUST, INC8,468$2.03M1.36%-2313F-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