Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

COM (common), issuer CIK 19617

5,080 managers (5,157 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,062,074 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers
5,080
13F filers
5,157
New
117
Added
1,970
Reduced
2,154
Sold out
87
Shares held by filers
1,989,062,074

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bernicke Wealth Management, Ltd.10,925$3.52M0.45%13F-HRTimeline
Thompson David Blair10,892$3.51M2%13F-HRTimeline
Silicon Valley Capital Partners10,887$3.51M0.32%+1,30913F-HRTimeline
Marble Harbor Investment Counsel, LLC10,874$3.5M0.37%-10013F-HRTimeline
Insight Wealth Strategies, LLC10,852$3.5M0.4%+26113F-HRTimeline
Balboa Wealth Partners10,847$3.5M0.58%+31713F-HRTimeline
Greenspring Advisors, LLC10,845$3.49M0.21%+9,38613F-HRTimeline
SIERRA SUMMIT ADVISORS LLC10,838$3.49M0.54%+20213F-HRTimeline
UNION SAVINGS BANK10,829$3.49M1.51%13F-HRTimeline
CRUX WEALTH ADVISORS10,773$3.47M1.29%-32013F-HRTimeline
Summit Financial Strategies, Inc.10,754$3.47M0.28%+54313F-HRTimeline
Henson-Edgewater Management, LLC10,749$3.46M2.05%13F-HR/ATimeline
CONTINENTAL ADVISORS LLC10,735$3.46M2.24%013F-HRTimeline
BIRINYI ASSOCIATES INC10,719$3.45M0.86%+413F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,714$3.45M1.27%-7813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,689$3.44M0.55%+613F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd10,684$3.44M1.25%-3,84013F-HRTimelineGroup
SHP Wealth Management10,660$3.43M0.27%13F-HRTimeline
Bigelow Investment Advisors, LLC10,634$3.43M1.34%-813F-HRTimeline
2UniFi Bank10,601$3.42M1.62%+1413F-HRTimeline
Camarda Financial Advisors, LLC10,586$3.41M1.3%-58013F-HRTimeline
Point Windward Advisors Inc.10,584$3.41M1.63%-6413F-HRTimeline
Members Trust Co10,574$3.41M0.11%-18113F-HRTimeline
FORTEM FINANCIAL GROUP, LLC10,563$3.4M0.91%+7913F-HRTimeline
Financial Perspectives, Inc10,544$3.4M0.92%+113F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,539$3.4M0.46%-29713F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,532$3.39M1.08%+4413F-HRTimeline
S.E.E.D. Planning Group LLC10,521$3.39M0.97%-25413F-HRTimeline
Westview Management dba Westview Invest…10,520$3.39M1.61%13F-HRTimeline
Bradyco, Inc.10,518$3.39M4.21%-76913F-HRTimeline
WOLFF WIESE MAGANA LLC10,499$3.38M1.85%+27213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC10,493$3.38M2.36%+213F-HRTimeline
HMS Capital Management, LLC10,477$3.38M1.4%-12013F-HRTimeline
Lee Financial Co10,467$3.37M0.46%-1,21513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,462$3.37M1.22%+22713F-HRTimeline
First Bank & Trust10,464$3.37M0.55%+40413F-HRTimeline
Shum Financial Group, Inc.10,453$3.37M2.43%-8813F-HRTimeline
FIRST FINANCIAL CORP /IN/10,452$3.37M1.27%-30413F-HRTimeline
SHUTTLEWORTH & Co10,450$3.37M3.08%-14813F-HRTimeline
U S WEALTH GROUP, LLC.10,428$3.36M2.21%-9813F-HRTimeline
Z3 Capital Partners, LLC10,410$3.35M0.81%13F-HRTimeline
OMC Financial Services LTD10,400$3.35M1.25%-3513F-HRTimeline
AA Financial Advisors, LLC10,378$3.34M0.62%+44713F-HRTimeline
TSG Advice Partners, LLC10,360$3.34M0.51%13F-HRTimeline
Banco BTG Pactual S.A.10,336$3.33M0.59%-15,02013F-HRTimeline
WealthBridge Capital Management, LLC10,323$3.33M0.76%-4413F-HRTimeline
Cooper Financial Group10,323$3.33M0.35%+1,13113F-HRTimeline
Applied Capital LLC/FL10,319$3.32M2.28%+1813F-HRTimeline
ROI Financial Advisors, LLC10,317$3.32M1.91%+22313F-HRTimeline
Clark Asset Management, LLC10,307$3.32M0.34%+2,37513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC10,304$3.32M0.53%-28513F-HRTimeline
Farrow Financial, Inc.10,300$3.32M1.91%+5713F-HRTimeline
Neumann Capital Management, LLC10,296$3.32M0.96%-5013F-HRTimeline
Byrne Asset Management LLC10,284$3.31M1.83%-5313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,282$3.31M1.11%-17813F-HRTimeline
Strategies Wealth Advisors, LLC10,264$3.31M0.33%+67313F-HRTimeline
CACTI ASSET MANAGEMENT LLC10,210$3.31M0.2%-20013F-HRTimeline
Aspire Growth Partners LLC10,240$3.3M2.3%+32213F-HRTimeline
Arcataur Capital Management LLC10,200$3.29M0.94%-2013F-HRTimeline
Basecamp Wealth Advisors LLC10,184$3.28M0.7%13F-HRTimeline
Kennebec Savings Bank10,183$3.28M2.83%-24313F-HRTimeline
Sky Investment Group LLC10,176$3.28M0.54%-413F-HRTimeline
Ignite Planners, LLC10,718$3.28M0.5%-35713F-HRTimeline
SageGuard Financial Group, LLC10,175$3.28M0.52%13F-HRTimeline
Capital Advisors, Ltd. LLC10,173$3.28M0.37%-36613F-HRTimeline
IKE Capital, LLC10,149$3.27M2.85%13F-HRTimeline
VUB Generali dochodkova spravcovska spo…10,130$3.26M2.5%13F-HRTimeline
Brady Martz Wealth Solutions, LLC10,125$3.26M0.57%-1,11713F-HRTimeline
O'Keefe Stevens Advisory, Inc.10,108$3.26M0.85%+32313F-HRTimeline
Maia Wealth LLC10,755$3.25M0.56%+1,05013F-HRTimeline
Ducere Wealth Management LLC10,100$3.25M1.26%13F-HR/ATimeline
JSF Financial, LLC10,084$3.25M0.67%-12613F-HRTimeline
Bath Savings Trust Co10,084$3.25M0.32%-3313F-HRTimeline
US Asset Management LLC10,064$3.24M2.65%-8813F-HRTimeline
Hemenway Trust Co LLC10,041$3.24M0.25%-18513F-HRTimeline
LifeSteps Financial, Inc.10,039$3.23M2.07%-613F-HRTimeline
Elmwood Wealth Management, Inc.10,029$3.23M1.02%+4013F-HRTimeline
Dala Group, LLC10,022$3.23M2.8%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,022$3.23M0.08%-29613F-HRTimeline
Ellsworth Advisors, LLC10,441$3.23M0.64%+1,15913F-HRTimeline
HHM Wealth Advisors, LLC10,017$3.23M0.38%+2013F-HRTimeline
Granite Group Advisors, LLC10,003$3.22M1.83%-31013F-HRTimeline
Kidder Stephen W10,003$3.22M0.91%013F-HRTimeline
Allegheny Financial Group9,986$3.22M0.48%+4813F-HRTimeline
Charter Oak Capital Management, LLC9,987$3.22M0.25%+71113F-HRTimeline
Oder Investment Management, LLC9,986$3.22M2.33%-37513F-HRTimeline
High Net Worth Advisory Group LLC9,984$3.22M0.74%-20813F-HRTimeline
Balefire, LLC9,981$3.22M0.63%-14613F-HRTimeline
Alexander Randolph Advisory, Inc.9,980$3.22M2.67%-4113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,953$3.21M0.18%+9813F-HRTimeline
Invst, LLC9,949$3.21M0.35%-96413F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,947$3.21M0.84%+113F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC9,945$3.2M0.1%-52213F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC9,942$3.2M0.18%+40213F-HRTimeline
PITCAIRN COgroup of 2 filers holding9,935$3.2M-19,648Timeline
Kingstone Capital Partners Texas, LLC9,929$3.2M1.87%+4713F-HRTimeline
Rezny Wealth Management, Inc.9,922$3.2M0.64%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.9,918$3.2M0.36%-97313F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.9,882$3.18M1.25%-20713F-HRTimeline
First Citizens Financial Corp9,876$3.18M1.57%-94513F-HRTimeline
Autumn Glory Partners, LLC9,876$3.18M1.12%+10213F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.9,875$3.18M0.57%013F-HRTimeline
Pointe Capital Management LLC9,875$3.18M1.58%-6813F-HRTimeline
Paragon Private Wealth Management, LLC9,860$3.18M0.98%+50413F-HRTimeline
LFG Wealth Partners, LLC9,859$3.18M2.02%13F-HRTimeline
Powell Investment Advisors, LLC9,853$3.17M1.09%013F-HRTimeline
SAGE RHINO CAPITAL LLC9,823$3.17M0.6%-15813F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC9,819$3.16M0.62%+23013F-HRTimeline
Chesapeake Wealth Management9,805$3.16M0.94%-1113F-HRTimeline
Windsor Capital Management, LLC9,804$3.16M0.87%-813F-HRTimeline
NorthStar Asset Management LLC /NJ/9,798$3.16M1.42%+10613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…9,804$3.15M0.42%-31913F-HRTimeline
Trust Co9,788$3.15M0.3%+1,54913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,769$3.15M1.1%-3913F-HRTimeline
Virtue Capital Management, LLC9,661$3.14M0.48%+8,96613F-HR/ATimeline
Plante Moran Financial Advisors, LLC9,751$3.14M0.2%-68313F-HRTimeline
Bannerstone Capital Management, LLC9,749$3.14M3.01%13F-HRTimeline
Keystone Wealth Services, LLC9,739$3.14M0.66%+27713F-HRTimeline
United Community Bankin group United Community Bank9,736$3.14M1.19%-1,08313F-HRTimelineGroup
Sandy Cove Advisors, LLC9,736$3.14M0.93%-49913F-HRTimeline
CFO4Life Group, LLC9,729$3.13M0.45%+4513F-HRTimeline
Gilbert & Cook, Inc.9,721$3.13M0.39%-1,59313F-HRTimeline
Addison Advisors LLC9,718$3.13M0.7%-52113F-HRTimeline
Notis-McConarty Edward9,718$3.13M1.45%013F-HRTimeline
CFO CAPITAL MANAGEMENT LLC9,707$3.13M2.34%13F-HRTimeline
CKW FINANCIAL GROUP9,706$3.13M0.34%+25713F-HRTimeline
Eaton Financial Holdings Company, LLC9,703$3.13M0.84%-37513F-HRTimeline
Corundum Group, Inc.9,675$3.12M1.05%-14813F-HRTimeline
Austin Private Wealth, LLC9,659$3.11M0.23%-52113F-HRTimeline
Tower View Wealth Management LLC9,659$3.11M1.54%+9,37913F-HRTimeline
Legacy Bridge, LLC9,657$3.11M1.26%+51413F-HRTimeline
Plancorp, LLC9,650$3.11M0.09%-44613F-HRTimeline
Papamarkou Wellner Asset Management inc.9,648$3.11M1.87%+24613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC9,645$3.11M0.52%-37113F-HRTimeline
Passumpsic Savings Bank9,631$3.1M1.7%13F-HRTimeline
Vivid Wealth Management, LLC9,629$3.1M1.21%+36913F-HRTimeline
Trust Investment Advisors9,622$3.1M1.65%-4813F-HRTimeline
Terril Brothers, Inc.9,618$3.1M0.81%013F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.9,598$3.09M2.22%-5513F-HRTimeline
Wernau Asset Management Inc.9,591$3.09M3.07%+1813F-HRTimeline
REIK & CO., LLC9,590$3.09M0.85%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.9,580$3.09M1.76%-11013F-HRTimeline
Asio Capital, LLC9,567$3.08M0.43%+10113F-HRTimeline
Strong Retirement Solutions LLC9,551$3.08M2.07%13F-HRTimeline
AAFMAA Wealth Management & Trust LLC9,541$3.07M1.2%new13F-HRTimeline
DE BURLO GROUP INC9,540$3.07M0.37%-813F-HRTimeline
Chapman Investment Management, LLC9,521$3.07M2.24%-3,60013F-HRTimeline
KELLEHER FINANCIAL ADVISORS9,507$3.06M0.7%+1,44913F-HRTimeline
Versant Capital Management, Inc9,495$3.06M0.38%+89113F-HRTimeline
SEVEN MILE ADVISORY9,494$3.06M0.53%-1,87413F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK9,461$3.05M1.5%-1013F-HRTimeline
STABLEFORD CAPITAL II LLC9,452$3.05M1.1%+1,31913F-HRTimeline
Faithward Advisors, LLC9,438$3.04M0.45%+3313F-HRTimeline
Brown Financial Advisors9,428$3.04M1.11%-16213F-HRTimeline
South Street Advisors LLC9,421$3.04M0.43%+3413F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…9,418$3.03M1.15%+3,80613F-HRTimeline
CPA Asset Management Group, LLC9,403$3.03M1.06%+1,30313F-HRTimeline
BARRETT & COMPANY, INC.9,400$3.03M1.01%-1,29913F-HRTimeline
Wealthquest Corp9,395$3.03M0.23%new13F-HRTimeline
Perennial Investment Advisors, LLC9,388$3.03M0.24%+49813F-HRTimeline
Matrix Trust Co9,368$3.02M0.5%-21313F-HRTimeline
Pinion Investment Advisors, LLC9,364$3.02M0.74%-50613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…9,362$3.02M0.48%+72613F-HRTimeline
Emprise Bank9,359$3.02M1.25%-7013F-HRTimeline
Quantum Financial Advisors, LLC9,325$3M0.34%+3,07213F-HRTimeline
626 Financial, LLC9,323$3M1.3%-1,29513F-HRTimeline
N.E.W. Advisory Services LLC9,315$3M0.22%+14313F-HRTimeline
Fortitude Family Office, LLC9,310$3M0.7%-7913F-HRTimeline
Terra Nova Asset Management LLC9,309$3M1.97%+1,68013F-HRTimeline
Black Diamond Financial, LLC9,297$3M0.32%+1,12013F-HRTimeline
KINTRA WEALTH, LLC9,289$2.99M0.42%+4,15913F-HRTimeline
Prentice Wealth Management LLC9,268$2.99M0.68%+27213F-HRTimeline
GILDER GAGNON HOWE & CO LLC9,258$2.98M0.03%-8,40113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC9,255$2.98M2.04%-3713F-HRTimeline
TKG Advisors, LLC9,246$2.98M1.2%+14313F-HRTimeline
Waterfront Wealth Inc.9,927$2.98M0.57%+1313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,228$2.97M0.73%-46213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,226$2.97M1.26%-13113F-HRTimeline
TWO SIGMA SECURITIES, LLC9,202$2.97M0.41%new13F-HRTimeline
McElhenny Sheffield Capital Management,…9,170$2.95M0.72%+83413F-HRTimeline
Winning Points Advisors, LLC21,063$2.95M3.16%13F-HRTimeline
BIRCHBROOK, INC.9,165$2.95M1.47%+33413F-HRTimeline
Eukles Asset Management9,135$2.94M1.14%-17013F-HRTimeline
Medallion Wealth Advisors, LLC9,124$2.94M0.99%-1113F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC9,120$2.94M1.27%+59713F-HRTimeline
SJBENEN ADVISORY, LLC9,118$2.94M3.03%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,101$2.93M0.4%-27913F-HRTimeline
CFC Planning Co LLC9,087$2.93M2.25%013F-HRTimeline
Carson Advisory Inc.9,074$2.92M1.52%-48913F-HRTimeline
Everest Financial Group LLC9,069$2.92M0.65%13F-HRTimeline
Strait & Sound Wealth Management LLC9,052$2.92M1.09%+14513F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…9,044$2.91M1.96%+4013F-HRTimeline
Altman Advisors, Inc.9,041$2.91M1.1%-10013F-HRTimeline
MRP Capital Investments, LLC9,036$2.91M2.44%-17213F-HRTimeline
CORA CAPITAL ADVISORS LLC9,023$2.91M1.13%+40413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,932$2.91M0.46%+5013F-HRTimeline
Navalign, LLC9,005$2.9M0.71%-12313F-HRTimeline
Claris Financial LLC8,991$2.9M1.54%+2013F-HRTimeline
Schneider Downs Wealth Management Advis…8,991$2.9M0.33%+1,99513F-HRTimeline
IRON Financial LLC8,988$2.9M1.33%+13413F-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