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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
ROI Financial Advisors, LLC10,094$3.18M1.9%+93613F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.10,089$3.18M1.27%-63313F-HRTimeline
Pekin Hardy Strauss, Inc.10,080$3.18M0.32%+46513F-HRTimeline
Eaton Financial Holdings Company, LLC10,078$3.18M0.9%-1,52113F-HRTimeline
First Bank & Trust10,060$3.17M0.53%-14213F-HRTimeline
LifeSteps Financial, Inc.10,045$3.17M2.04%-18713F-HRTimeline
Hilltop Partners LLC10,036$3.17M0.95%+89513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC10,025$3.16M1.45%-813F-HRTimeline
Alexander Randolph Advisory, Inc.10,021$3.16M2.61%-17213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC10,016$3.16M0.54%+26413F-HRTimeline
Masso Torrence Wealth Management Inc.10,007$3.16M1.31%+25113F-HRTimeline
Kidder Stephen W10,003$3.16M0.9%-25013F-HRTimeline
WRAPMANAGER INC9,997$3.15M0.97%-2,95313F-HRTimeline
HHM Wealth Advisors, LLC9,997$3.15M0.36%-24513F-HRTimeline
Elmwood Wealth Management, Inc.9,989$3.15M1.12%+37013F-HRTimeline
SAGE RHINO CAPITAL LLC9,981$3.15M0.61%-1013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,946$3.14M0.88%-45513F-HRTimeline
Pointe Capital Management LLC9,943$3.14M1.53%013F-HRTimeline
Allegheny Financial Group9,938$3.13M0.59%+2413F-HRTimeline
AA Financial Advisors, LLC9,931$3.13M0.62%+22813F-HRTimeline
Aspire Growth Partners LLC9,918$3.13M2.29%+6813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9,897$3.12M2.12%-51013F-HRTimeline
Kingstone Capital Partners Texas, LLC9,882$3.12M1.81%+4613F-HR/ATimeline
Ramsay, Stattman, Vela & Price, Inc.9,875$3.11M0.56%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,855$3.11M0.19%+49613F-HRTimeline
Powell Investment Advisors, LLC9,853$3.11M1.09%013F-HRTimeline
Corundum Group, Inc.9,823$3.1M1.27%-21813F-HRTimeline
Chesapeake Wealth Management9,816$3.1M0.94%+3913F-HRTimeline
Windsor Capital Management, LLC9,812$3.1M0.85%-17913F-HRTimeline
Sovran Advisors, LLC10,002$3.09M0.27%+2,47713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,808$3.09M1.12%-7613F-HRTimeline
CORNERSTONE ENTERPRISES, LLC9,803$3.09M1.52%+30813F-HRTimeline
O'Keefe Stevens Advisory, Inc.9,785$3.09M0.84%+3013F-HRTimeline
Autumn Glory Partners, LLC9,774$3.08M1.27%+16113F-HRTimeline
Brookwood Investment Group LLC9,752$3.08M0.4%+19813F-HRTimeline
Maia Wealth LLC9,705$3.08M0.52%+2,63013F-HRTimeline
Notis-McConarty Edward9,718$3.07M1.43%-12513F-HRTimeline
NorthStar Asset Management LLC /NJ/9,692$3.06M1.46%+7813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,690$3.06M0.69%-1813F-HRTimeline
Godshalk Welsh Capital Management, Inc.9,690$3.06M1.75%-21513F-HRTimeline
CFO4Life Group, LLC9,684$3.05M0.44%+9213F-HRTimeline
Trust Investment Advisors9,670$3.05M1.72%+8813F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.9,653$3.04M2.23%-10613F-HRTimeline
Terril Brothers, Inc.9,618$3.03M0.92%-1513F-HRTimeline
Waterway Wealth Management, LLC9,603$3.03M0.72%-54413F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…9,597$3.03M0.44%+8,49313F-HRTimeline
Strategies Wealth Advisors, LLC9,591$3.03M0.31%+12513F-HRTimeline
REIK & CO., LLC9,590$3.02M0.78%+38013F-HRTimeline
Brown Financial Advisors9,590$3.02M1.12%-7213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC9,589$3.02M0.64%+28013F-HRTimeline
Matrix Trust Co9,581$3.02M0.47%-37113F-HRTimeline
Silicon Valley Capital Partners9,578$3.02M0.28%-1,01913F-HRTimeline
Wernau Asset Management Inc.9,573$3.02M3.12%-53513F-HRTimeline
Carson Advisory Inc.9,563$3.02M1.63%-37013F-HRTimeline
DE BURLO GROUP INC9,548$3.01M0.36%+4013F-HRTimeline
NAVELLIER & ASSOCIATES INC9,540$3.01M0.31%+1,00013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC9,540$3.01M0.16%-12013F-HRTimeline
FULLCIRCLE WEALTH LLC9,702$3M1.06%+31913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…9,507$3M1.35%new13F-HRTimeline
MWA Asset Management9,502$3M1.65%-53713F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK9,471$2.99M1.5%+1013F-HRTimeline
BlackDiamond Wealth Management, LLC9,467$2.99M1.63%-6,97313F-HRTimeline
Asio Capital, LLC9,466$2.99M0.45%+13813F-HRTimeline
Keystone Wealth Services, LLC9,462$2.98M0.65%+43313F-HRTimeline
PCG ASSET MANAGEMENT, LLC9,459$2.98M2.4%-23613F-HR/ATimeline
Emprise Bank9,429$2.97M1.28%+5713F-HRTimeline
Faithward Advisors, LLC9,405$2.97M0.44%-12613F-HRTimeline
Papamarkou Wellner Asset Management inc.9,402$2.97M1.83%+2013F-HRTimeline
Pinion Investment Advisors, LLC9,870$2.97M0.81%-17113F-HRTimeline
Fortitude Family Office, LLC9,389$2.96M0.8%-11713F-HRTimeline
South Street Advisors LLC9,387$2.96M0.39%+58013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,380$2.96M0.42%+1,76513F-HRTimeline
Carmignac Gestion9,371$2.96M0.04%-1,68613F-HRTimeline
MOKAN Wealth Management Inc.9,361$2.95M1.48%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,357$2.95M1.26%-13113F-HRTimeline
Paragon Private Wealth Management, LLC9,356$2.95M0.97%+1,59813F-HRTimeline
Legato Capital Management LLC9,344$2.95M0.32%-1,64113F-HRTimeline
Perpetual Ltdin group Perpetual Ltd9,339$2.95M0.04%+1,29213F-HRTimelineGroup
CKW FINANCIAL GROUP9,449$2.94M0.32%-80113F-HRTimeline
Eukles Asset Management9,305$2.94M1.14%-12713F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,298$2.93M0.2%-54513F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC9,292$2.93M2.09%+1113F-HRTimeline
Meridian Financial Partners LLC9,631$2.93M1.22%-4913F-HRTimeline
Charter Oak Capital Management, LLC9,276$2.93M0.23%+22013F-HRTimeline
Crescent Grove Advisors, LLC9,275$2.93M0.28%-19313F-HRTimeline
Vivid Wealth Management, LLC9,260$2.92M1.16%-1,00413F-HRTimeline
Waterfront Wealth Inc.9,914$2.91M0.6%+29713F-HRTimeline
Samalin Investment Counsel, LLC9,211$2.91M1%+2013F-HRTimeline
Cooper Financial Group9,192$2.9M0.32%-1,14113F-HRTimeline
N.E.W. Advisory Services LLC9,172$2.89M0.26%-8313F-HRTimeline
AlphaQuest LLC9,169$2.89M0.19%+3,57413F-HRTimeline
Mendel Capital Management LLC9,146$2.88M1.51%+8913F-HRTimeline
Legacy Bridge, LLC9,143$2.88M1.2%+2813F-HRTimeline
Altman Advisors, Inc.9,141$2.88M1.1%-2413F-HR/ATimeline
Medallion Wealth Advisors, LLC9,135$2.88M1.02%-39513F-HRTimeline
Navalign, LLC9,128$2.88M0.76%+4213F-HRTimeline
TKG Advisors, LLC9,103$2.87M1.23%+4913F-HRTimeline
CFC Planning Co LLC9,087$2.87M2.41%+7,27513F-HRTimeline
Legacy Edge Advisors, LLC9,082$2.86M0.34%+53513F-HRTimeline
IMS Capital Management9,082$2.86M1.32%-61913F-HRTimeline
Yukon Wealth Management, Inc.9,046$2.85M0.94%+2613F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC9,045$2.85M2.04%-23513F-HRTimeline
First Heartland Consultants, Inc.9,011$2.84M0.23%-29213F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…9,004$2.84M1.84%-27513F-HRTimeline
Prentice Wealth Management LLC8,996$2.84M0.7%-31813F-HRTimeline
Ellsworth Advisors, LLC9,282$2.84M0.61%+1,05713F-HRTimeline
Warm Springs Advisors Inc.8,975$2.83M2.15%013F-HRTimeline
Claris Financial LLC8,971$2.83M1.61%+1,70213F-HRTimeline
Total Wealth Planning, LLC8,960$2.83M0.33%+6113F-HRTimeline
LexAurum Advisors, LLC8,954$2.82M0.4%+50113F-HRTimeline
Grant Private Wealth Management Inc8,952$2.82M1.74%+5,33313F-HRTimeline
Kapstone Financial Advisors LLC8,930$2.82M1.33%-37613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,930$2.82M0.33%-5113F-HRTimeline
Keystone Financial Services8,920$2.81M0.87%+26513F-HRTimeline
Cromwell Holdings LLC8,913$2.81M1.5%013F-HRTimeline
Strait & Sound Wealth Management LLC8,907$2.81M1.08%+1713F-HRTimeline
Perennial Investment Advisors, LLC8,890$2.8M0.23%-1,17013F-HRTimeline
Armstrong, Fleming & Moore, Inc8,886$2.8M1.34%-1,53113F-HRTimeline
Sunbeam Capital Management, LLC8,874$2.8M1.74%+22313F-HRTimeline
Great Diamond Partners, LLC8,868$2.8M0.54%-3613F-HRTimeline
IRON Financial LLC8,854$2.79M1.34%-19613F-HRTimeline
BIRCHBROOK, INC.8,831$2.79M1.44%-17113F-HRTimeline
ATWOOD & PALMER INC8,826$2.78M0.16%-21713F-HRTimeline
Mainstream Capital Management LLC8,823$2.78M1.85%+36913F-HRTimeline
Westmount Partners, LLC8,948$2.78M0.72%+6513F-HRTimeline
M. Kraus & Co8,811$2.78M0.78%+23913F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,793$2.77M0.68%+613F-HRTimeline
IFG Advisors, LLC8,792$2.77M0.45%+26713F-HRTimeline
Hummer Financial Advisory Services Inc8,790$2.77M2.02%013F-HRTimeline
BENNETT SELBY INVESTMENTS LP8,760$2.76M0.91%-15713F-HRTimeline
OARSMAN CAPITAL, INC.8,736$2.76M0.39%-2113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,882$2.75M0.45%+14813F-HRTimeline
Bouchey Financial Group, Ltd.8,703$2.75M0.21%+713F-HRTimeline
Wealth Management Associates, Inc.8,697$2.74M0.97%-4013F-HRTimeline
IBEX WEALTH ADVISORS8,692$2.74M0.26%+45713F-HRTimeline
CORRADO ADVISORS, LLC8,680$2.74M1.47%-17313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC8,675$2.74M1.45%-1813F-HRTimeline
W ADVISORS, LLC8,665$2.73M1.44%+6113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,656$2.73M0.92%+2013F-HRTimeline
Westbourne Investment Advisors, Inc.8,655$2.73M0.76%-23513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,650$2.73M0.17%+1,86913F-HRTimeline
Rodgers Brothers Inc.8,648$2.73M0.34%-3713F-HRTimeline
Trail Ridge Investment Advisors, LLC8,646$2.73M1.22%+4613F-HRTimeline
Capula Management Ltdin group Capula Management Ltd8,645$2.73M0.02%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
WOODARD & CO ASSET MANAGEMENT GROUP INC…8,636$2.72M0.44%+50413F-HRTimeline
CORA CAPITAL ADVISORS LLC8,619$2.72M1.16%+34013F-HRTimeline
Front Row Advisors LLC8,606$2.71M0.91%-18013F-HRTimeline
Affiance Financial, LLC8,605$2.71M0.49%+16013F-HRTimeline
Versant Capital Management, Inc8,604$2.71M0.37%+42613F-HRTimeline
Citadel Investment Advisory, Inc.8,599$2.71M1.24%013F-HRTimeline
Edgemoor Investment Advisors, Inc.8,583$2.71M0.21%+1,32913F-HRTimeline
Net Worth Advisory Group8,582$2.71M0.78%-1,13813F-HRTimeline
Centerpoint Advisory Group8,579$2.71M2.11%013F-HRTimeline
Pinnacle Wealth Management, LLC8,569$2.7M1.82%-1,19613F-HRTimeline
InTrack Investment Management Inc8,568$2.7M1.61%+96013F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,558$2.7M1.48%+9613F-HRTimeline
TLWM8,555$2.7M0.49%+32913F-HRTimeline
Monte Financial Group, LLC8,555$2.7M0.99%-7713F-HRTimeline
Vision Capital Management, Inc.8,542$2.69M0.33%+713F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC8,523$2.69M1.25%-7013F-HRTimeline
SWP Investment Management LLC8,518$2.69M2.64%+75313F-HRTimeline
Fort Point Capital Partners LLC8,504$2.68M0.34%-4,10513F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/8,500$2.68M4%013F-HRTimeline
Advyzon Investment Management, LLC8,494$2.68M0.46%+1,76813F-HRTimeline
WORLD EQUITY GROUP, INC.8,472$2.67M0.61%+1,79513F-HRTimeline
CIM, LLC8,469$2.67M0.35%-13113F-HRTimeline
MRP Capital Investments, LLC9,208$2.67M2.29%-1,75013F-HR/ATimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…8,555$2.67M1.77%-5,13113F-HRTimeline
JNBA Financial Advisors8,451$2.67M0.24%-13413F-HRTimeline
Bay Capital Advisors, LLC8,448$2.66M1.74%-1313F-HRTimeline
Paulson Wealth Management Inc.8,446$2.66M0.63%-9813F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,444$2.66M0.02%-35,25713F-HRTimelineGroup
GUARDIAN INVESTMENT MANAGEMENT8,434$2.66M2.26%-1513F-HRTimeline
Foster Victor Wealth Advisors, LLC8,572$2.66M0.17%+27113F-HRTimeline
Lakeshore Financial Planning, Inc.8,422$2.66M0.99%+513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,411$2.65M0.83%+11713F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,401$2.65M1.54%-26413F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC8,400$2.65M1.32%-14013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,398$2.65M0.87%-47813F-HRTimeline
GRIES FINANCIAL LLC8,394$2.65M0.42%+1,72013F-HRTimeline
Orion Capital Management LLC8,394$2.65M0.92%-10013F-HRTimeline
First County Bank /CT/8,391$2.65M1.35%+6913F-HRTimeline
City State Bank8,388$2.65M0.76%-15013F-HRTimeline
ANB BANK8,377$2.64M1.07%-25913F-HRTimeline
Game Creek Capital, LP8,375$2.64M1.13%013F-HRTimeline
RoundAngle Advisors LLC8,367$2.64M2.04%+513F-HRTimeline
Roberts Capital Advisors, LLC8,358$2.64M2.93%013F-HRTimeline
Eley Financial Management, Inc8,356$2.64M0.95%-7113F-HRTimeline
Inman Jager Wealth Management, LLC8,340$2.63M1.68%-32913F-HRTimeline
McElhenny Sheffield Capital Management,…8,336$2.63M0.62%+35313F-HRTimeline
Lantz Financial LLC8,331$2.63M0.58%+1,35913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…8,327$2.63M0.38%-29513F-HRTimeline
Bolthouse Investments, LLC8,317$2.62M2.38%013F-HRTimeline
Vigilare Wealth Management8,313$2.62M0.91%-23813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd8,316$2.62M0.15%-59613F-HRTimelineGroup
AMES NATIONAL CORPin group AMES NATIONAL CORP8,296$2.62M1.55%-19413F-HRTimelineGroup
HBW ADVISORY SERVICES LLC8,286$2.61M0.29%+63913F-HRTimeline
Chancellor Financial Group WB LP8,278$2.61M1.86%-9413F-HRTimeline
EAGLE WEALTH STRATEGIES LLC8,239$2.6M1.29%+18913F-HRTimeline
Trust Co8,239$2.6M0.27%013F-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