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Disclosery

JPM JPMORGAN CHASE & CO

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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
Capital Advisors, Ltd. LLC10,490$2.57M0.34%+7213F-HRTimeline
Windsor Capital Management, LLC10,485$2.57M0.79%-9813F-HRTimeline
Bulltick Wealth Management, LLC10,484$2.57M0.68%+56113F-HRTimeline
Trust Investment Advisors10,466$2.57M1.65%+13513F-HRTimeline
OMC Financial Services LTD10,460$2.57M1.15%+2,62013F-HRTimeline
Summit Asset Management, LLC10,458$2.57M0.44%+1,30013F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,449$2.56M0.42%+85913F-HRTimeline
Keudell/Morrison Wealth Management10,425$2.56M0.6%-16413F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,443$2.56M1.15%-42213F-HRTimeline
Rothschild Wealth LLC10,423$2.56M0.72%+37213F-HRTimeline
Focused Wealth Management, Inc10,411$2.55M0.35%+28813F-HRTimeline
Fortitude Family Office, LLC10,390$2.55M0.91%-1,61413F-HRTimeline
Montz Harcus Wealth Management LLC10,375$2.54M1.39%+1,61813F-HRTimeline
Summit Financial Strategies, Inc.10,371$2.54M0.26%-13213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.10,368$2.54M1.95%-3913F-HRTimeline
Faithward Advisors, LLC10,367$2.54M0.44%-22213F-HRTimeline
CKW FINANCIAL GROUP10,430$2.54M0.32%+34313F-HRTimeline
Arcataur Capital Management LLC10,343$2.54M0.86%-54713F-HRTimeline
HHM Wealth Advisors, LLC10,341$2.54M0.34%+3813F-HRTimeline
VISTA INVESTMENT PARTNERS LLC10,336$2.54M0.77%-8513F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC10,331$2.53M0.07%-25613F-HRTimeline
Applied Capital LLC/FL10,314$2.53M2.03%-5113F-HRTimeline
Granite Group Advisors, LLC10,302$2.53M1.75%-1,25813F-HRTimeline
MWA Asset Management10,291$2.52M1.75%+7613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC10,273$2.52M0.6%-75313F-HRTimeline
WealthBridge Capital Management, LLC10,222$2.51M0.71%-67613F-HRTimeline
Strong Tower Advisory Services11,680$2.5M0.62%+1,12013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd10,212$2.5M0.22%+61213F-HRTimelineGroup
Deane Retirement Strategies, Inc.10,151$2.49M1.19%+36113F-HRTimeline
Bath Savings Trust Co10,144$2.49M0.26%-2,30913F-HRTimeline
MBL Wealth, LLC10,134$2.49M0.25%+14713F-HRTimeline
Lee Financial Co10,132$2.49M0.38%-1,19413F-HRTimeline
Sky Investment Group LLC10,105$2.48M0.46%+37213F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding10,085$2.47M+468Timeline
Aspire Growth Partners LLC9,922$2.47M2.19%-4513F-HRTimeline
Wellment Financial10,076$2.47M3.26%-6313F-HRTimeline
Corundum Group, Inc.10,064$2.47M1.18%-3,25913F-HRTimeline
Godshalk Welsh Capital Management, Inc.10,050$2.47M1.61%-17013F-HRTimeline
Solitude Financial Services10,040$2.46M0.96%+81513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,040$2.46M1.03%-1413F-HRTimeline
Chesapeake Wealth Management10,039$2.46M0.88%-54513F-HRTimeline
Moss Adams Wealth Advisors LLC10,038$2.46M0.26%+1,63013F-HRTimeline
SAGE RHINO CAPITAL LLC10,034$2.46M0.57%-10013F-HRTimeline
Matrix Trust Co10,025$2.46M0.41%-15413F-HRTimeline
Meridian Financial Partners LLC10,020$2.46M1.25%+5513F-HRTimeline
Net Worth Advisory Group10,013$2.46M0.77%-16713F-HRTimeline
Cooper Financial Group10,002$2.45M0.32%+1,80113F-HRTimeline
Miura Global Management, LLC10,000$2.45M3.64%+3,00013F-HRTimeline
LifeSteps Financial, Inc.9,989$2.45M1.99%-7213F-HRTimeline
CFO4Life Group, LLC9,985$2.45M0.41%-29413F-HRTimeline
Providence First Trust Co9,984$2.45M0.99%+2313F-HRTimeline
Carson Advisory Inc.9,983$2.45M1.65%-6713F-HRTimeline
Drake & Associates, LLC9,981$2.45M0.69%+1,92813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,981$2.45M1.03%-5013F-HRTimeline
Pinion Investment Advisors, LLC9,980$2.45M0.54%+22713F-HRTimeline
US Asset Management LLC9,961$2.44M2.33%+1,51613F-HRTimeline
Notis-McConarty Edward9,953$2.44M1.26%-2513F-HRTimeline
LM Advisors LLC9,951$2.44M0.44%+4913F-HRTimeline
HMS Capital Management, LLC11,381$2.44M1.35%-32013F-HRTimeline
PCG ASSET MANAGEMENT, LLC9,944$2.44M2.28%-26213F-HRTimeline
PEOPLES BANK /OH9,943$2.44M1.6%-49613F-HRTimeline
Pointe Capital Management LLC9,943$2.44M1.43%-13013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC9,935$2.44M0.51%+2613F-HRTimeline
Legacy Capital Group California, Inc.9,931$2.44M0.85%-12513F-HRTimeline
DOHJ, LLC9,930$2.44M0.56%+16613F-HRTimeline
Hemington Wealth Management9,923$2.43M0.38%+23413F-HRTimeline
Brown Financial Advisors9,922$2.43M1%+88113F-HRTimeline
My Legacy Advisors, LLC9,898$2.43M0.94%-5013F-HRTimeline
Beacon Financial Advisory LLC9,887$2.43M0.73%+23013F-HRTimeline
West Family Investments, Inc.9,878$2.42M0.91%-7813F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.9,875$2.42M0.46%+7013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC9,863$2.42M0.95%+3,79213F-HRTimeline
Consolidated Portfolio Review Corp9,819$2.41M0.39%+64213F-HRTimeline
Elmwood Wealth Management, Inc.9,817$2.41M0.99%-34713F-HRTimeline
Axecap Investments, LLC9,807$2.41M2.04%-1,84413F-HRTimeline
IMS Capital Management9,805$2.41M1.21%-60013F-HRTimeline
Benchmark Investment Advisors LLC9,804$2.4M1.56%+2,52913F-HRTimeline
Allegheny Financial Group9,783$2.4M0.62%+1,44313F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.9,777$2.4M2.22%+11513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC9,775$2.4M1.43%-49313F-HRTimeline
Sather Financial Group Inc9,751$2.39M0.16%+66913F-HRTimeline
Austin Private Wealth, LLC9,740$2.39M0.21%+72213F-HRTimeline
Waterfront Wealth Inc.9,730$2.39M0.58%+3913F-HRTimeline
Perennial Investment Advisors, LLC9,719$2.38M0.27%+43413F-HRTimeline
Financial Perspectives, Inc9,715$2.38M0.82%+413F-HRTimeline
Prentice Wealth Management LLC9,664$2.37M0.68%-36513F-HRTimeline
DE BURLO GROUP INC9,638$2.36M0.35%+16513F-HRTimeline
Members Trust Co9,629$2.36M0.08%+1,71013F-HRTimeline
Strategies Wealth Advisors, LLC9,628$2.36M0.29%+5,54113F-HRTimeline
Gladius Capital Management LP9,598$2.35M2.32%-4,27913F-HRTimeline
Terril Brothers, Inc.9,583$2.35M0.87%+34913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,572$2.35M1.12%-53813F-HRTimeline
United Community Bankin group United Community Bank9,567$2.35M0.87%+41513F-HRTimelineGroup
Navalign, LLC9,561$2.35M0.67%-27313F-HRTimeline
Summit Financial Wealth Advisors, LLC9,555$2.34M0.47%+2113F-HRTimeline
Balboa Wealth Partners9,508$2.33M0.56%-1,12113F-HRTimeline
Grant/GrossMendelsohn, LLC9,558$2.33M1.29%013F-HRTimeline
Quantitative Investment Management, LLC9,470$2.32M0.21%-28,67513F-HRTimeline
Eukles Asset Management9,465$2.32M1.02%+35813F-HRTimeline
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO9,462$2.32M3.28%-62113F-HRTimeline
Strait & Sound Wealth Management LLC9,452$2.32M1.08%+21713F-HRTimeline
Autumn Glory Partners, LLC9,441$2.32M1.15%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK9,436$2.31M1.31%+61713F-HRTimeline
Townsend & Associates, Inc10,089$2.31M0.24%-5,20913F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…9,418$2.31M1.69%-20113F-HRTimeline
Medallion Wealth Advisors, LLC9,449$2.31M1.05%+94313F-HRTimeline
JSF Financial, LLC9,348$2.29M0.6%+113F-HRTimeline
NorthStar Asset Management LLC /NJ/9,344$2.29M1.43%+50113F-HRTimeline
BlackDiamond Wealth Management, LLC9,056$2.29M1.55%-3,02413F-HRTimeline
Masso Torrence Wealth Management Inc.9,339$2.29M1.22%+3713F-HRTimeline
J.Safra Asset Management Corp9,337$2.29M0.19%+4,94313F-HR/ATimeline
Kapstone Financial Advisors LLC9,326$2.29M1.29%-9713F-HRTimeline
RW Investment Management LLC9,326$2.29M0.28%-10113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC9,320$2.29M0.46%-14313F-HRTimeline
Emprise Bank9,319$2.29M1.22%-18713F-HRTimeline
Monterey Private Wealth, Inc.9,319$2.29M0.67%-22513F-HRTimeline
First Command Advisory Services, Inc.9,306$2.28M0.02%+4013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC9,296$2.28M1.85%+7813F-HRTimeline
Astoria Portfolio Advisors LLC.9,464$2.28M0.78%-1,27313F-HRTimeline
MRP Capital Investments, LLC9,281$2.28M2.13%-7313F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC9,280$2.28M1.84%-6013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,263$2.27M1.08%-32013F-HRTimelineGroup
Samalin Investment Counsel, LLC9,262$2.27M0.92%+23313F-HRTimeline
Vision Capital Management, Inc.9,240$2.27M0.33%+2,17513F-HRTimeline
EARNED WEALTH ADVISORS, LLC9,239$2.27M0.5%+6,24213F-HRTimeline
FULLCIRCLE WEALTH LLC9,318$2.27M0.93%+79513F-HRTimeline
Papamarkou Wellner Asset Management inc.9,226$2.26M1.58%-22013F-HRTimeline
CALTON & ASSOCIATES, INC.9,204$2.26M0.51%+2,14613F-HR/ATimeline
Mendel Capital Management LLC9,197$2.26M1.37%+10513F-HRTimeline
CORRADO ADVISORS, LLC9,190$2.25M1.51%-1,38513F-HRTimeline
EAGLE WEALTH STRATEGIES LLC9,180$2.25M1.38%+19913F-HRTimeline
BIRCHBROOK, INC.9,153$2.25M1.26%-38113F-HRTimeline
Ellsworth Advisors, LLC9,149$2.24M0.59%+27313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC9,134$2.24M0.53%-20213F-HRTimeline
Warm Springs Advisors Inc.9,133$2.24M2.25%+12913F-HRTimeline
TKG Advisors, LLC9,131$2.24M1.1%+51013F-HRTimeline
Legacy Bridge, LLC9,115$2.24M1.25%+58013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP9,090$2.23M1.5%-17013F-HRTimelineGroup
Altman Advisors, Inc.9,098$2.23M1.03%+6113F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC9,057$2.22M2.5%new13F-HRTimeline
Asio Capital, LLC9,038$2.22M0.43%+4713F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA9,028$2.21M0.54%-22013F-HRTimeline
IRON Financial LLC8,985$2.2M1.24%+14313F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC8,977$2.2M1.2%-22813F-HRTimeline
Sandy Cove Advisors, LLC8,951$2.2M0.88%-65713F-HRTimeline
Claris Financial LLC9,157$2.2M1.44%013F-HRTimeline
ATWOOD & PALMER INC8,949$2.2M0.15%+1,74813F-HRTimeline
OARSMAN CAPITAL, INC.8,934$2.19M0.39%+49513F-HRTimeline
Yukon Wealth Management, Inc.8,931$2.19M0.91%13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,924$2.19M0.9%-28113F-HRTimeline
Savoie Capital LLC9,129$2.19M0.26%013F-HRTimeline
BENNETT SELBY INVESTMENTS LP8,917$2.19M0.86%-4913F-HRTimeline
Weaver C. Barksdale & Associates, Inc.8,914$2.19M2.1%-83513F-HRTimeline
Cromwell Holdings LLC8,913$2.19M1.41%013F-HRTimeline
LexAurum Advisors, LLC8,895$2.18M0.42%+15113F-HRTimeline
Roxbury Financial LLC8,244$2.18M2.13%+13213F-HRTimeline
Westmount Partners, LLC8,891$2.18M0.67%-63013F-HRTimeline
Citadel Investment Advisory, Inc.8,886$2.18M1.07%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.8,885$2.18M0.71%+81113F-HRTimeline
Trail Ridge Investment Advisors, LLC8,876$2.18M1.12%-87913F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC8,854$2.17M0.12%+2,25313F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC8,822$2.16M0.29%-49013F-HRTimeline
Prossimo Advisors, LLC8,821$2.16M1.63%+4713F-HRTimeline
Bordeaux Wealth Advisors LLC8,817$2.16M0.4%-52713F-HRTimeline
First County Bank /CT/8,811$2.16M1.19%-53913F-HRTimeline
ANB BANK8,801$2.16M0.96%-30013F-HRTimeline
Wealthquest Corp8,793$2.16M0.18%-13013F-HR/ATimeline
NAVELLIER & ASSOCIATES INC8,540$2.16M0.3%-1,00013F-HRTimeline
Hummer Financial Advisory Services Inc8,790$2.16M1.75%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,787$2.16M0.63%013F-HRTimeline
South Street Advisors LLC8,782$2.15M0.35%-15013F-HRTimeline
BHK Investment Advisors, LLC8,750$2.15M0.91%-57413F-HRTimeline
Aigen Investment Management, LP8,748$2.15M0.34%new13F-HRTimeline
Charter Oak Capital Management, LLC8,746$2.15M0.2%-7513F-HRTimeline
W ADVISORS, LLC8,745$2.15M1.34%+9513F-HRTimeline
Integrated Capital Management, LLC8,712$2.14M1.18%+9513F-HRTimeline
Texas Capital Bancshares Inc/TX8,689$2.13M0.91%+47813F-HRTimeline
Rodgers Brothers Inc.8,685$2.13M0.28%+3913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC8,684$2.13M0.83%+24213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,682$2.13M1.43%-27113F-HRTimeline
RMR Capital Management, LLC8,679$2.13M1.54%013F-HRTimeline
City State Bank8,667$2.13M0.7%+3413F-HRTimeline
CIM, LLC8,666$2.13M0.32%new13F-HRTimeline
Front Row Advisors LLC8,636$2.12M0.81%-16513F-HRTimeline
Cheviot Value Management, LLC8,383$2.12M0.26%+59313F-HRTimeline
STABLEFORD CAPITAL II LLC9,125$2.12M0.9%-1,21213F-HRTimeline
Core Wealth Partners LLC8,627$2.12M1.23%+26813F-HRTimeline
JNBA Financial Advisors8,626$2.12M0.22%-313F-HRTimeline
Addison Advisors LLC8,615$2.11M0.58%-14013F-HRTimeline
CoreFirst Bank & Trust8,614$2.11M1.36%-1,24313F-HRTimeline
Trust Co8,600$2.11M0.25%+4713F-HRTimeline
LECAP ASSET MANAGEMENT LTD8,595$2.11M0.49%new13F-HRTimeline
Inman Jager Wealth Management, LLC8,574$2.1M1.58%-87213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,573$2.1M0.23%+3,48113F-HR/ATimelineGroup
VISTA INVESTMENT PARTNERS II, LLC8,572$2.1M1.16%-7713F-HRTimeline
M. Kraus & Co8,572$2.1M0.64%-4513F-HRTimeline
Paulson Wealth Management Inc.8,565$2.1M0.59%-6013F-HRTimeline
N.E.W. Advisory Services LLC8,539$2.09M0.16%+12913F-HRTimeline
Prairie Sky Financial Group LLC8,533$2.09M1.24%013F-HRTimeline
Keystone Financial Services8,526$2.09M0.8%+1413F-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