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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
WBH ADVISORY INC10,825$3.2M0.24%-1,88913F-HRTimeline
Bernicke Wealth Management, Ltd.10,862$3.2M0.41%-6313F-HRTimeline
Pinnacle Wealth Management Group, Inc.10,851$3.19M1.57%-14213F-HRTimeline
Fortune Financial Advisors, LLC10,835$3.19M1.62%-25013F-HRTimeline
Morton Capital Management LLC/CA10,818$3.18M0.47%-55513F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,794$3.18M0.08%+77213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC10,790$3.17M2.52%+29713F-HRTimeline
Aspire Growth Partners LLC10,773$3.17M2.17%+53313F-HRTimeline
BCGM Wealth Management, LLC10,772$3.17M0.8%-82213F-HRTimeline
TCI Wealth Advisors, Inc.10,745$3.16M0.17%-4,26013F-HRTimeline
Northern Financial Advisors Inc10,740$3.16M2.3%+4,64213F-HRTimeline
Paragon Private Wealth Management, LLC10,739$3.16M0.99%+87913F-HRTimeline
CONTINENTAL ADVISORS LLC10,735$3.16M1.96%013F-HRTimeline
BIRINYI ASSOCIATES INC10,723$3.15M0.86%+413F-HRTimeline
Alphadyne Asset Management LP10,721$3.15M0.41%new13F-HRTimeline
UNION SAVINGS BANK10,685$3.14M1.38%-14413F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd10,684$3.14M1.14%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.10,642$3.13M0.98%+11013F-HRTimeline
Financial Perspectives, Inc10,643$3.13M0.87%+9913F-HRTimeline
Point Windward Advisors Inc.10,638$3.13M1.57%+5413F-HRTimeline
O'Keefe Stevens Advisory, Inc.10,615$3.12M0.77%+50713F-HRTimeline
W1M Asset Management Ltd10,601$3.12M0.03%-3,19213F-HRTimeline
Summit Financial Strategies, Inc.10,600$3.12M0.25%-15413F-HRTimeline
Strong Retirement Solutions LLC10,582$3.11M2.18%+1,03113F-HRTimeline
TSG Advice Partners, LLC10,563$3.11M0.47%+20313F-HRTimeline
SHUTTLEWORTH & Co10,561$3.11M2.81%+11113F-HRTimeline
HHM Wealth Advisors, LLC10,554$3.1M0.36%+53713F-HRTimeline
Sunpointe, LLC10,551$3.1M1.02%-1,83713F-HRTimeline
Bigelow Investment Advisors, LLC10,541$3.1M1.24%-9313F-HRTimeline
VUB Generali dochodkova spravcovska spo…10,537$3.1M2.45%+40713F-HRTimeline
Gleason Group, Inc.10,511$3.09M0.31%-1,68713F-HRTimeline
Granite Group Advisors, LLC10,375$3.09M1.87%+37213F-HRTimeline
Financial Solutions Advisory Group, Inc.10,489$3.09M0.43%13F-HRTimeline
P.A.W. CAPITAL CORP10,590$3.09M2.47%new13F-HR/ATimeline
LETSON INVESTMENT MANAGEMENT, INC.10,480$3.08M1.18%-23413F-HRTimeline
AA Financial Advisors, LLC10,474$3.08M0.43%+9613F-HRTimeline
WealthBridge Capital Management, LLC10,472$3.08M0.71%+14913F-HRTimeline
JSF Financial, LLC10,469$3.08M0.6%+38513F-HRTimeline
Strategies Wealth Advisors, LLC10,429$3.07M0.31%+16513F-HRTimeline
Capula Management Ltdin group Capula Management Ltd10,401$3.06M0.03%+5,60313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Members Trust Co10,390$3.06M0.1%-18413F-HRTimeline
Shum Financial Group, Inc.10,387$3.06M2.16%-6613F-HRTimeline
LifeSteps Financial, Inc.10,381$3.05M1.93%+34213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC10,380$3.05M0.05%-10,96013F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC10,378$3.05M0.93%+9613F-HRTimeline
Facet Wealth, Inc.10,375$3.05M0.05%+1,92913F-HRTimeline
Plancorp, LLC9,845$3.05M0.09%+19513F-HRTimeline
Cooper Financial Group10,362$3.05M0.31%+3913F-HRTimeline
Papamarkou Wellner Asset Management inc.10,344$3.04M1.86%+69613F-HRTimeline
United Community Bankin group United Community Bank10,343$3.04M1.01%+60713F-HRTimelineGroup
Z3 Capital Partners, LLC10,323$3.04M0.77%-8713F-HRTimeline
RW Investment Management LLC10,318$3.04M0.29%13F-HRTimeline
CRUX WEALTH ADVISORS10,314$3.03M1.17%-45913F-HRTimeline
Autumn Glory Partners, LLC10,292$3.03M1.11%+41613F-HRTimeline
Philadelphia Investment Partners, LLC10,268$3.02M2.05%13F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,255$3.02M0.4%-28413F-HRTimeline
U S WEALTH GROUP, LLC.10,250$3.02M2.04%-17813F-HRTimeline
Arcataur Capital Management LLC10,205$3M0.84%+513F-HRTimeline
Gould Capital, LLC10,195$3M1.81%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,192$3M1.02%+42313F-HRTimeline
L & S Advisors Inc10,183$3M0.38%-50,24813F-HRTimeline
Capital Advisors, Ltd. LLC10,173$2.99M0.34%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…10,168$2.99M0.4%+36413F-HRTimeline
Henson-Edgewater Management, LLC10,162$2.99M1.9%-58713F-HRTimeline
Alexander Randolph Advisory, Inc.10,157$2.99M2.58%+17713F-HRTimeline
Basecamp Wealth Advisors LLC10,148$2.99M0.62%-3613F-HRTimeline
Independent Solutions Wealth Management…10,123$2.98M0.44%+4,67013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,113$2.97M0.89%+2,13713F-HRTimeline
FIRST FINANCIAL CORP /IN/10,109$2.97M1.17%-34313F-HRTimeline
Karani Asset Management LLC10,104$2.97M2.6%+8,08813F-HRTimeline
Hemenway Trust Co LLC10,097$2.97M0.24%+5613F-HRTimeline
Lee Financial Co10,085$2.97M0.42%-38213F-HRTimeline
Trail Ridge Investment Advisors, LLC10,081$2.97M1.29%+1,33913F-HRTimeline
Retirement Planning Group, LLC10,063$2.96M0.09%-2,84113F-HRTimeline
CACTI ASSET MANAGEMENT LLC10,060$2.96M0.18%-15013F-HRTimeline
Kennebec Savings Bank10,037$2.95M2.65%-14613F-HRTimeline
S.E.E.D. Planning Group LLC10,019$2.95M0.86%-50213F-HRTimeline
Oslo Pensjonsforsikring AS10,019$2.95M0.46%+3,14713F-HRTimeline
InTrack Investment Management Inc10,016$2.95M1.68%+1,10213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US Asset Management LLC10,012$2.95M2.55%-5213F-HRTimeline
Allegheny Financial Group10,002$2.94M0.4%+1613F-HRTimeline
Oder Investment Management, LLC9,988$2.94M2.26%+213F-HRTimeline
Pointe Capital Management LLC9,939$2.92M1.45%+6413F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,934$2.92M0.77%-1313F-HRTimeline
Rezny Wealth Management, Inc.9,922$2.92M0.63%013F-HRTimeline
Addison Advisors LLC9,915$2.92M0.64%+19713F-HRTimeline
Windsor Capital Management, LLC9,887$2.91M0.82%+8313F-HRTimeline
Fort Point Capital Partners LLC9,884$2.91M0.38%+1,01513F-HRTimeline
First Citizens Financial Corp9,876$2.91M1.37%013F-HRTimeline
Trust Co9,870$2.9M0.27%+8213F-HRTimeline
Powell Investment Advisors, LLC9,853$2.9M1%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC9,851$2.9M0.41%-45313F-HRTimeline
SHP Wealth Management9,826$2.89M0.22%-83413F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC9,814$2.89M0.17%-12813F-HRTimeline
Kidder Stephen W9,803$2.88M0.85%-20013F-HRTimeline
SAGE RHINO CAPITAL LLC9,802$2.88M0.54%-2113F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.9,795$2.88M0.57%-8013F-HRTimeline
Elmwood Wealth Management, Inc.9,793$2.88M0.8%-23613F-HRTimeline
SmartHarvest Portfolios, LLC9,790$2.88M1.2%-2,69513F-HRTimeline
Neumann Capital Management, LLC9,786$2.88M0.85%-51013F-HRTimeline
Applied Capital LLC/FL9,781$2.88M2.09%-53813F-HRTimeline
Sandy Cove Advisors, LLC9,768$2.87M0.86%+3213F-HRTimeline
Redhawk Wealth Advisors, Inc.9,767$2.87M0.32%-15113F-HRTimeline
Tower View Wealth Management LLC9,757$2.87M1.47%+9813F-HRTimeline
CKW FINANCIAL GROUP9,714$2.87M0.31%+813F-HRTimeline
Corundum Group, Inc.9,748$2.87M0.96%+7313F-HRTimeline
CFO CAPITAL MANAGEMENT LLC10,008$2.87M2.36%+30113F-HRTimeline
Bannerstone Capital Management, LLC9,723$2.86M2.66%-2613F-HRTimeline
Legacy Bridge, LLC9,712$2.86M1.09%+5513F-HRTimeline
SJBENEN ADVISORY, LLC9,700$2.85M2.38%+58213F-HRTimeline
Alvarez & Marsal Private Wealth Partner…9,667$2.84M0.4%+5,45713F-HRTimeline
HMS Capital Management, LLC9,653$2.84M1.1%-82413F-HRTimeline
Samara Investment Management, LLC9,650$2.84M2.94%13F-HRTimeline
Notis-McConarty Edward9,628$2.83M1.41%-9013F-HR/ATimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC9,625$2.83M1.66%new13F-HRTimeline
Sciencast Management LP9,624$2.83M0.36%new13F-HRTimeline
First Bank & Trust9,618$2.83M0.46%-84613F-HRTimeline
Byrne Asset Management LLC9,615$2.83M1.66%-66913F-HRTimeline
Wernau Asset Management Inc.9,615$2.83M2.94%+2413F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC9,606$2.83M0.09%-33913F-HRTimeline
Balboa Wealth Partners9,601$2.82M0.47%-1,24613F-HRTimeline
REIK & CO., LLC9,590$2.82M0.78%013F-HRTimeline
DE BURLO GROUP INC9,580$2.82M0.64%+4013F-HRTimeline
Westview Management dba Westview Invest…9,563$2.81M1.46%-95713F-HRTimeline
Meridian Financial Partners LLC9,455$2.81M1.07%-1113F-HRTimeline
BARRETT & COMPANY, INC.9,546$2.81M0.97%+14613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC9,543$2.81M0.51%-1,14613F-HRTimeline
Kingstone Capital Partners Texas, LLC9,534$2.8M1.73%-39513F-HRTimeline
AAFMAA Wealth Management & Trust LLC9,525$2.8M1.09%-1613F-HRTimeline
Chapman Investment Management, LLC9,521$2.8M2.31%013F-HRTimeline
South Street Advisors LLC9,518$2.8M0.41%+9713F-HRTimeline
Vivid Wealth Management, LLC9,505$2.8M1.13%-12413F-HRTimeline
Chesapeake Wealth Management9,505$2.8M0.86%-30013F-HRTimeline
Asio Capital, LLC9,497$2.79M0.39%-7013F-HRTimeline
Godshalk Welsh Capital Management, Inc.9,495$2.79M1.62%-8513F-HRTimeline
Genus Capital Management Inc.9,492$2.79M0.32%-3,26513F-HRTimeline
Medallion Wealth Advisors, LLC9,491$2.79M0.91%+36713F-HRTimeline
Walsky Investment Management, Inc.9,486$2.79M2.85%+54813F-HRTimeline
PYA Waltman Capital, LLC9,479$2.79M0.77%-3,27313F-HRTimeline
PKS Advisory Services, LLC9,472$2.79M0.65%+4,05013F-HRTimeline
Keudell/Morrison Wealth Management9,474$2.79M0.57%+59013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC9,448$2.78M0.59%-37113F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.9,443$2.78M1.31%-43913F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK9,436$2.78M1.34%-2513F-HRTimeline
Ducere Wealth Management LLC9,433$2.77M1.1%-66713F-HRTimeline
Terril Brothers, Inc.9,425$2.77M0.76%-19313F-HRTimeline
High Net Worth Advisory Group LLC9,417$2.77M0.65%-56713F-HRTimeline
Andrew Hill Investment Advisors, Inc.9,404$2.77M2.47%-12,43113F-HRTimeline
Cadia Private Client LLC9,399$2.76M2.24%+44613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,898$2.76M0.42%-3413F-HRTimeline
Talon Private Wealth, LLC9,365$2.75M0.37%13F-HRTimeline
NorthStar Asset Management LLC /NJ/9,351$2.75M1.33%-44713F-HRTimeline
McElhenny Sheffield Capital Management,…9,339$2.75M0.68%+16913F-HRTimeline
Matrix Trust Co9,330$2.75M0.46%-3813F-HRTimeline
Quantum Financial Advisors, LLC9,331$2.74M0.31%+613F-HRTimeline
Sunbeam Capital Management, LLC9,328$2.74M1.57%+39413F-HRTimeline
Faithward Advisors, LLC9,318$2.74M0.39%-12013F-HRTimeline
Black Diamond Financial, LLC9,306$2.74M0.3%+913F-HRTimeline
Charter Oak Capital Management, LLC9,293$2.73M0.21%-69413F-HRTimeline
N.E.W. Advisory Services LLC9,284$2.73M0.2%-3113F-HRTimeline
MRP Capital Investments, LLC9,281$2.73M2.38%+24513F-HRTimeline
LexAurum Advisors, LLC9,281$2.73M0.35%13F-HRTimeline
Gen-Wealth Partners Inc9,266$2.73M0.86%+53713F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC9,239$2.72M1.93%-1613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…9,231$2.72M0.43%-13113F-HRTimeline
IRON Financial LLC9,203$2.71M1.18%+21513F-HRTimeline
Mendel Capital Management LLC9,195$2.7M1.36%13F-HRTimeline
Prentice Wealth Management LLC9,186$2.7M0.61%-8213F-HRTimeline
Kapstone Financial Advisors LLC9,150$2.69M1.32%+28613F-HRTimeline
KELLEHER FINANCIAL ADVISORS9,150$2.69M0.68%-35713F-HRTimeline
GILDER GAGNON HOWE & CO LLC9,135$2.69M0.03%-12313F-HRTimeline
TKG Advisors, LLC9,133$2.69M1.11%-11313F-HRTimeline
Boomfish Wealth Group, LLC9,131$2.69M1.43%+8,04813F-HRTimeline
Westmount Partners, LLC9,124$2.68M0.66%+39913F-HRTimeline
Claris Financial LLC9,121$2.68M1.47%+13013F-HRTimeline
WORLD EQUITY GROUP, INC.9,116$2.68M0.69%+66713F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…9,111$2.68M1.11%-30713F-HRTimeline
MWA Asset Management9,107$2.68M1.47%+19813F-HR/ATimeline
CFC Planning Co LLC9,085$2.67M1.93%-213F-HRTimeline
Strait & Sound Wealth Management LLC9,081$2.67M1.02%+2913F-HRTimeline
Emprise Bank9,073$2.67M1.07%-28613F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…9,067$2.67M1.89%+2313F-HRTimeline
Wealthquest Corp9,064$2.67M0.19%-33113F-HR/ATimeline
CAPE ANN SAVINGS BANK9,042$2.66M1.34%+1,17413F-HRTimeline
Peak Retirement Planning, Inc.9,036$2.66M0.53%+96813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC9,035$2.66M1.19%-8513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,032$2.66M0.3%+9013F-HRTimeline
Absolute Gestao de Investimentos Ltda.9,000$2.65M0.3%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.8,996$2.65M1.08%-23013F-HRTimeline
Benchmark Investment Advisors LLC8,986$2.64M1.54%13F-HRTimeline
Grant Private Wealth Management Inc8,978$2.64M1.4%+20813F-HRTimeline
Brown Financial Advisors8,976$2.64M1%-45213F-HRTimeline
Hartford Funds Management Co LLC8,974$2.64M0.23%-7,02213F-HRTimeline
Carson Advisory Inc.8,974$2.64M1.37%-10013F-HRTimeline
Plante Moran Financial Advisors, LLC8,965$2.64M0.17%-78613F-HRTimeline
Machina Capital S.A.S.8,956$2.63M0.52%new13F-HRTimeline
DELTEC ASSET MANAGEMENT LLC8,925$2.63M0.48%+2,00013F-HRTimeline
Cromwell Holdings LLC8,913$2.62M1.47%013F-HRTimeline
Cannon Capital Management, Inc.8,906$2.62M2.13%+41713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,897$2.62M0.32%+2,19413F-HR/ATimelineGroup

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