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Disclosery

JPM JPMORGAN CHASE & CO

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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
IFG Advisors, LLC8,467$2.03M0.4%+39313F-HRTimeline
Bay Capital Advisors, LLC8,457$2.03M1.63%13F-HRTimeline
Johnson & White Wealth Management, LLC8,443$2.03M1.23%+113F-HRTimeline
Roxbury Financial LLC8,112$2.03M1.95%13F-HRTimeline
Clarus Group, Inc.8,448$2.03M0.72%-90113F-HRTimeline
US Asset Management LLC8,445$2.02M1.82%-24013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC8,442$2.02M0.8%-34113F-HRTimeline
OARSMAN CAPITAL, INC.8,439$2.02M0.35%-11313F-HRTimeline
Bouchey Financial Group, Ltd.8,422$2.02M0.18%+5713F-HRTimeline
LeClair Wealth Partners LLC8,420$2.02M1.35%13F-HRTimeline
Fortitude Advisory Group L.L.C.8,414$2.02M1.22%-64613F-HRTimeline
N.E.W. Advisory Services LLC8,410$2.02M0.19%-40113F-HRTimeline
Moss Adams Wealth Advisors LLC8,408$2.02M0.21%+63713F-HRTimeline
First Heartland Consultants, Inc.8,395$2.01M0.21%-13613F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,394$2.01M0.22%13F-HRTimeline
Legacy Edge Advisors, LLC8,375$2M0.32%-29113F-HRTimeline
Core Wealth Partners LLC8,359$2M1.15%+54013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC8,367$2M0.55%+1,01213F-HRTimeline
AMI ASSET MANAGEMENT CORP8,353$2M0.11%-27713F-HRTimeline
Allegheny Financial Group8,340$2M0.51%-23313F-HRTimeline
Mosley Wealth Management7,500$2M1.24%+62013F-HRTimeline
Kolinsky Wealth Management, LLC8,330$2M1.22%+37813F-HRTimeline
Provenance Wealth Advisors, LLC8,319$1.99M0.26%+6,34613F-HRTimeline
Bolthouse Investments, LLC8,317$1.99M1.84%13F-HRTimeline
TLWM8,290$1.99M0.39%+36813F-HRTimeline
Caldwell Investment Management Ltd.8,300$1.98M1.34%013F-HRTimeline
Mainstream Capital Management LLC8,263$1.98M1.39%+6113F-HRTimeline
Sunbeam Capital Management, LLC8,245$1.98M1.83%13F-HR/ATimeline
Affiance Financial, LLC8,240$1.98M0.47%+72513F-HRTimeline
Hendershot Investments Inc.8,230$1.97M0.27%013F-HRTimeline
CPA Asset Management Group, LLC8,223$1.97M0.92%013F-HRTimeline
Texas Capital Bancshares Inc/TX8,211$1.97M0.79%-47013F-HRTimeline
Freedom Investment Management, Inc.8,201$1.97M0.16%-2313F-HRTimeline
Cooper Financial Group8,201$1.97M0.24%+85013F-HRTimeline
Monte Financial Group, LLC8,198$1.97M0.84%013F-HRTimeline
Sound Income Strategies, LLC8,198$1.97M0.12%-60013F-HRTimeline
Wealth Management Associates, Inc.8,185$1.96M0.84%-4313F-HRTimeline
One Wealth Advisors, LLC8,179$1.96M0.29%+1513F-HRTimeline
Tikehau Investment Management8,140$1.95M2.35%new13F-HRTimeline
T. Rowe Price Investment Management, In…8,139$1.95M<0.01%-13713F-HRTimeline
ADVISORY RESEARCH INC8,136$1.95M0.32%-79613F-HRTimeline
Capital Square, LLC7,354$1.95M1.11%+43613F-HRTimeline
GARRISON POINT ADVISORS, LLC8,121$1.95M0.92%+94413F-HRTimeline
Tudor Financial Inc.8,109$1.94M1.14%+77013F-HRTimeline
Fielder Capital Group LLC8,108$1.94M0.61%-1713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,087$1.94M0.54%-5213F-HRTimeline
O'Keefe Stevens Advisory, Inc.8,074$1.94M0.6%+1,05813F-HRTimeline
Bullock Wealth Management Group8,071$1.93M1.13%-76213F-HRTimeline
Geller Advisors LLC8,065$1.93M0.13%013F-HRTimeline
ABLE Financial Group, LLC8,057$1.93M0.57%+2413F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,040$1.93M0.06%+75113F-HRTimeline
O'Brien Greene & Co. Inc8,031$1.93M0.63%+13813F-HRTimeline
Chancellor Financial Group WB LP8,030$1.92M1.55%13F-HRTimeline
American State Bank (Iowa)8,025$1.92M1.16%+2013F-HRTimeline
McElhenny Sheffield Capital Management,…8,024$1.92M0.64%+1013F-HRTimeline
RoundAngle Advisors LLC8,010$1.92M1.83%13F-HRTimeline
Guerra Advisors Inc8,005$1.92M1.06%13F-HRTimeline
GoodHaven Capital Management, LLC8,000$1.92M0.62%013F-HRTimeline
Neo Ivy Capital Management7,995$1.92M0.39%-9,45113F-HRTimeline
Brucke Financial, Inc.7,158$1.91M1.64%13F-HRTimeline
CORA CAPITAL ADVISORS LLC7,921$1.9M0.92%+213F-HRTimeline
PROFFITT & GOODSON INC7,915$1.9M0.31%-3513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.7,893$1.89M1.29%-8313F-HRTimeline
SYNTAX RESEARCH, INC.7,885$1.89M1.36%-2813F-HRTimeline
Unique Wealth Strategies, LLC7,880$1.89M0.83%-22813F-HRTimeline
Mendel Money Management7,879$1.89M0.84%-14013F-HRTimeline
Berkeley Capital Partners, LLC7,872$1.89M0.52%-77113F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…7,866$1.89M0.58%013F-HRTimeline
OMC Financial Services LTD7,840$1.88M0.8%+2,03513F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV7,825$1.88M0.11%13F-HR/ATimeline
Alhambra Investment Management LLC7,823$1.88M0.96%-3013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,823$1.88M0.32%+18313F-HRTimeline
Aspen Wealth Strategies, LLC7,821$1.87M1.2%-2913F-HRTimeline
Veltria Advisors Corp.7,811$1.87M0.78%-913F-HRTimeline
LVZ, Inc.7,807$1.87M0.24%+26813F-HRTimeline
Moment Partners, LLC7,794$1.87M0.36%13F-HRTimeline
Cheviot Value Management, LLC7,790$1.87M0.36%-12313F-HRTimeline
Peak Retirement Planning, Inc.13,433$1.86M1.26%13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC7,769$1.86M1.37%-3,76613F-HRTimeline
Stephens Consulting, LLC7,764$1.86M0.47%-513F-HRTimeline
Cornerstone National Bank & Trust Co7,730$1.85M0.85%+4213F-HRTimeline
Edge Financial Advisors LLC7,720$1.85M1.65%+3013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management7,715$1.85M<0.01%-5,58213F-HRTimelineGroup
Covenant Partners, LLC7,713$1.85M0.57%-513F-HRTimeline
Trilogy Capital Inc.7,711$1.85M0.1%+14713F-HRTimeline
CYBER HORNET ETFs LLC7,698$1.85M1.77%+22313F-HRTimeline
Altus Wealth Group LLC7,687$1.84M0.82%-813F-HRTimeline
General Partner, Inc.7,672$1.84M1.11%013F-HRTimeline
GSA CAPITAL PARTNERS LLP7,666$1.84M0.14%+3,67213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,654$1.83M0.23%+29913F-HRTimeline
Centerpoint Advisory Group7,649$1.83M1.77%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,656$1.83M0.17%-3813F-HRTimeline
SignalPoint Asset Management, LLC7,616$1.83M0.44%+113F-HRTimeline
Asset Advisors Investment Management, L…7,615$1.83M0.19%+15813F-HRTimeline
Armbruster Capital Management, Inc.7,611$1.82M0.37%-1,19713F-HRTimeline
Freemont Management S.A.7,600$1.82M0.89%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.7,595$1.82M0.99%-1613F-HRTimeline
Thrive Wealth Management, LLC7,584$1.82M0.33%-5713F-HRTimeline
Hilltop Partners LLC7,580$1.82M0.62%+98013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,576$1.82M0.38%+15613F-HRTimeline
bLong Financial, LLC7,575$1.82M1.5%13F-HRTimeline
COMMONS CAPITAL, LLC7,570$1.81M1.65%-12313F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC7,568$1.81M1.93%13F-HRTimeline
Madison Wealth Partners, Inc7,564$1.81M0.51%+8613F-HRTimeline
Kathmere Capital Management, LLC7,553$1.81M0.16%+1,42813F-HRTimeline
Five Oceans Advisors7,553$1.81M0.83%+27713F-HRTimeline
ORBA Wealth Advisors, L.L.C.7,541$1.81M0.94%-2513F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…7,540$1.81M0.39%+9513F-HRTimeline
McLean Asset Management Corp7,530$1.8M0.54%+31513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,524$1.8M0.18%-81313F-HRTimelineGroup
Gen-Wealth Partners Inc7,513$1.8M0.77%-84013F-HRTimeline
CORDA Investment Management, LLC.7,506$1.8M0.14%+26513F-HRTimeline
Sterling Investment Counsel, LLC7,502$1.8M1.19%-9,23513F-HRTimeline
AllSquare Wealth Management LLC7,496$1.8M1.03%-8513F-HRTimeline
Veracity Capital LLC7,495$1.8M0.65%-15313F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…7,489$1.8M1.06%-17413F-HRTimeline
ELCO Management Co., LLC7,478$1.79M0.94%-40313F-HRTimeline
PURSUE WEALTH PARTNERS LLC7,474$1.79M1.03%-51013F-HRTimeline
Black Diamond Financial, LLC7,463$1.79M0.27%-10713F-HRTimeline
Triad Wealth Partners, LLC7,459$1.79M0.65%new13F-HRTimeline
Argyle Capital Partners, LLC7,448$1.79M1.53%13F-HRTimeline
JFS WEALTH ADVISORS, LLC7,439$1.78M0.12%-54213F-HRTimeline
Wealth Group, Ltd.7,435$1.78M1.15%-1513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,431$1.78M0.39%-1,05213F-HRTimeline
Security Financial Services, INC.7,421$1.78M0.36%+38413F-HRTimeline
Mason & Associates Inc7,401$1.77M0.42%+1,10613F-HRTimeline
R.H. Investment Group, LLC7,390$1.77M1.67%13F-HRTimeline
Roehl & Yi Investment Advisors, LLC7,386$1.77M0.97%13F-HRTimeline
Kozak & Associates, Inc.7,278$1.77M0.4%-37713F-HRTimeline
Legacy Capital Wealth Partners, LLC7,365$1.77M0.44%-7,25513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC7,357$1.76M0.96%-1,70013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…7,358$1.76M0.03%+5,78313F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.7,354$1.76M0.79%-10513F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.7,347$1.76M0.53%-2513F-HRTimeline
Intrua Financial, LLC7,339$1.76M0.29%-21613F-HRTimeline
Windsor Advisory Group, LLC7,332$1.76M2.04%-89513F-HRTimeline
waypoint wealth counsel7,331$1.76M1.15%+18013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,331$1.76M0.25%+37413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,222$1.76M0.37%-3313F-HRTimeline
Key Client Fiduciary Advisors, LLC7,301$1.75M0.78%-3913F-HRTimeline
ROGCO, LP7,300$1.75M0.71%-48213F-HRTimeline
HERBST GROUP, LLC7,295$1.75M1.09%+21013F-HRTimeline
Tandem Investment Partners LLC7,281$1.75M1.67%13F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC7,277$1.74M1.23%013F-HRTimeline
Highland Financial Advisors, LLC7,274$1.74M0.6%+28713F-HRTimeline
Benchmark Investment Advisors LLC7,275$1.74M1.13%+4913F-HRTimeline
Sunpointe, LLC7,264$1.74M0.88%+1213F-HRTimeline
PBMares Wealth Management LLC7,260$1.74M0.36%+113F-HRTimeline
Clare Market Investments LLC7,213$1.73M0.41%+45313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP6,501$1.73M0.26%+913F-HRTimeline
ATWOOD & PALMER INC7,201$1.73M0.12%+8113F-HRTimeline
Talisman Wealth Advisors LLC7,188$1.72M1.83%-8313F-HRTimeline
Retirement Planning Group, LLC7,188$1.72M0.09%+34413F-HRTimeline
Edgemoor Investment Advisors, Inc.7,176$1.72M0.15%+38913F-HRTimeline
Fortis Capital Advisors, LLC7,643$1.72M0.59%-2,32713F-HRTimeline
Oslo Pensjonsforsikring AS7,155$1.72M0.24%+1,53513F-HRTimeline
Cladis Investment Advisory, LLC7,153$1.71M1.22%013F-HRTimeline
Birchcreek Wealth Management, LLC7,153$1.71M1.08%+24113F-HRTimeline
Phillips Wealth Planners LLC7,138$1.71M1.71%-9013F-HRTimeline
SC&H Financial Advisors, Inc.7,142$1.71M0.35%+413F-HRTimeline
GenTrust, LLC7,133$1.71M0.07%+46413F-HRTimeline
Wiser Advisor Group LLC7,122$1.71M2.48%+28913F-HRTimeline
Powell Investment Advisors, LLC7,122$1.71M0.79%013F-HRTimeline
Central Asset Investments & Management …7,119$1.71M1.05%+5,51913F-HRTimeline
Gibraltar Capital Management, Inc.7,091$1.7M0.75%-68913F-HRTimeline
Syntegra Private Wealth Group, LLC7,074$1.7M0.19%+1,18913F-HRTimeline
Vision Capital Management, Inc.7,065$1.69M0.25%+67113F-HRTimeline
CALTON & ASSOCIATES, INC.7,058$1.69M0.75%-80813F-HRTimeline
Orca Investment Management, LLC7,037$1.69M1.59%-70613F-HRTimeline
GRIES FINANCIAL LLC7,034$1.69M0.3%+64713F-HRTimeline
DMC Group, LLC7,029$1.68M1.37%-15813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,017$1.68M0.23%+1,53313F-HRTimeline
Aveo Capital Partners, LLC7,010$1.68M0.18%+1,74013F-HRTimeline
Northside Capital Management, LLC7,000$1.68M0.45%+25013F-HRTimeline
Miura Global Management, LLC7,000$1.68M1.83%new13F-HRTimeline
Richard W. Paul & Associates, LLC6,997$1.68M0.61%-37413F-HRTimeline
Sippican Capital Advisors6,984$1.67M1.22%013F-HRTimeline
HALL LAURIE J TRUSTEE6,960$1.67M0.55%-95513F-HRTimeline
ARGA Investment Management, LP6,950$1.67M0.05%013F-HRTimeline
Thompson David Blair6,940$1.66M1.21%13F-HRTimeline
Total Wealth Planning & Management, Inc.6,940$1.66M1.63%13F-HRTimeline
Heartwood Wealth Advisors LLC6,935$1.66M0.19%+2813F-HRTimeline
AJ Advisors, LLC6,931$1.66M0.86%-24613F-HRTimeline
AGH Wealth Advisors, LLC6,926$1.66M1.54%13F-HRTimeline
Measured Wealth Private Client Group, L…6,900$1.65M0.53%+40713F-HRTimeline
RFP Financial Group LLC6,886$1.65M0.64%013F-HRTimeline
Nabity-Jensen Investment Management Inc6,884$1.65M1.25%-2513F-HRTimeline
BCM ADVISORS, LLC6,099$1.65M0.37%013F-HRTimeline
ERn Financial, LLC6,869$1.65M0.25%+32313F-HRTimeline
Severin Investments, LLC6,867$1.65M1.64%13F-HRTimeline
Schneider Downs Wealth Management Advis…6,866$1.65M0.31%013F-HRTimeline
Gilman Hill Asset Management, LLC6,862$1.64M0.29%-32513F-HRTimeline
Solidarity Wealth, LLC6,828$1.64M0.43%-913F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…6,827$1.64M1.15%+1,99413F-HRTimeline
Riverbend Wealth Management, LLC6,799$1.64M1.46%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS6,811$1.63M0.62%+17113F-HRTimeline
Viewpoint Capital Management LLC6,810$1.63M0.86%+613F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC6,800$1.63M0.53%013F-HRTimelineGroup
Lantz Financial LLC6,797$1.63M0.43%+2013F-HRTimeline
Keystone Wealth Services, LLC6,794$1.63M0.43%+33113F-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