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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
Bouchey Financial Group, Ltd.8,522$2.09M0.19%+10013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,504$2.09M0.44%-22013F-HRTimeline
Hendershot Investments Inc.8,503$2.09M0.28%+27313F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/8,500$2.09M4.07%-3,70213F-HRTimeline
Fielder Capital Group LLC8,498$2.08M0.6%+39013F-HRTimeline
Orion Capital Management LLC8,494$2.08M0.88%-30013F-HRTimeline
Westbourne Investment Advisors, Inc.8,490$2.08M0.74%013F-HRTimeline
First Heartland Consultants, Inc.8,486$2.08M0.21%+9113F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,484$2.08M1.27%+1,01013F-HRTimeline
Eley Financial Management, Inc8,539$2.08M0.83%-7713F-HRTimeline
Mainstream Capital Management LLC8,481$2.08M1.65%+21813F-HRTimeline
IFG Advisors, LLC8,476$2.08M0.4%+913F-HRTimeline
Bay Capital Advisors, LLC8,457$2.07M1.73%013F-HRTimeline
SEVEN MILE ADVISORY8,437$2.07M1.38%-13113F-HRTimeline
Cypress Capital Management LLC (WY)8,436$2.07M2.47%-11213F-HRTimeline
MBA Advisors LLC8,432$2.07M1.02%-16513F-HRTimeline
CAPE ANN SAVINGS BANK8,422$2.07M1.3%-54313F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,415$2.06M0.6%+32813F-HRTimeline
PFC CAPITAL GROUP, INC.8,395$2.06M1.04%-46513F-HRTimeline
Lakeshore Financial Planning, Inc.8,380$2.06M0.86%-2,08313F-HRTimeline
Game Creek Capital, LP8,375$2.05M1.28%-42513F-HRTimeline
Independent Solutions Wealth Management…8,367$2.05M0.46%-52413F-HRTimeline
Armor Investment Advisors, LLC8,365$2.05M0.85%-11513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,364$2.05M0.83%-23513F-HRTimeline
Johnson & White Wealth Management, LLC8,362$2.05M1.15%-8113F-HRTimeline
Accel Wealth Management8,350$2.05M0.74%-14313F-HRTimeline
RoundAngle Advisors LLC8,334$2.04M1.88%+32413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,330$2.04M0.07%-68013F-HRTimelineGroup
Bolthouse Investments, LLC8,317$2.04M2.13%013F-HRTimeline
Evergreen Wealth Management, LLC8,304$2.04M1.22%-2,06413F-HRTimeline
JMAC ENTERPRISES LLC8,291$2.03M0.48%-12,07213F-HRTimeline
Legacy Edge Advisors, LLC8,271$2.03M0.32%-10413F-HRTimeline
TLWM8,261$2.03M0.41%-2913F-HRTimeline
Sunbeam Capital Management, LLC8,259$2.03M1.93%+1413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.8,253$2.02M0.28%-57713F-HRTimeline
Hilltop Partners LLC8,251$2.02M0.68%+67113F-HRTimeline
Affiance Financial, LLC8,240$2.02M0.47%013F-HRTimeline
Chancellor Financial Group WB LP8,235$2.02M1.68%+20513F-HRTimeline
Terra Nova Asset Management LLC8,228$2.02M1.59%new13F-HRTimeline
CPA Asset Management Group, LLC8,223$2.02M0.89%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…8,220$2.02M0.62%+35413F-HRTimeline
AMI ASSET MANAGEMENT CORP8,202$2.01M0.12%-15113F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV8,177$2.01M1.95%+21513F-HRTimeline
Symphony Financial, Ltd. Co.8,721$2.01M1.19%-12,21613F-HRTimeline
SMART Wealth LLC8,171$2M0.72%-39513F-HRTimeline
Wealth Management Associates, Inc.8,165$2M0.86%-2013F-HRTimeline
Tudor Financial Inc.8,163$2M1.2%+5413F-HRTimeline
Tikehau Investment Management8,140$2M3.08%013F-HRTimeline
Fortitude Advisory Group L.L.C.8,689$2M1.43%+27513F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,093$1.99M0.06%+5313F-HRTimeline
Monte Financial Group, LLC8,555$1.98M0.87%+35713F-HRTimeline
Mendel Money Management8,087$1.98M0.94%+20813F-HRTimeline
Kathmere Capital Management, LLC8,080$1.98M0.17%+52713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC8,072$1.98M1.15%-1,74013F-HRTimeline
One Wealth Advisors, LLC8,051$1.97M0.29%-12813F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC8,032$1.97M1.39%+26313F-HRTimeline
CORA CAPITAL ADVISORS LLC8,014$1.97M0.94%+9313F-HRTimeline
O'Brien Greene & Co. Inc8,014$1.97M0.66%-1713F-HRTimeline
GoodHaven Capital Management, LLC8,000$1.96M0.66%013F-HRTimeline
McElhenny Sheffield Capital Management,…7,989$1.96M0.73%-3513F-HRTimeline
Edge Financial Advisors LLC7,985$1.96M1.24%+26513F-HRTimeline
American State Bank (Iowa)7,965$1.95M1.18%-6013F-HRTimeline
ABLE Financial Group, LLC7,954$1.95M0.55%-10313F-HRTimeline
Tortoise Investment Management, LLC7,948$1.95M0.2%-65013F-HR/ATimeline
LVZ, Inc.7,928$1.94M0.26%+12113F-HRTimeline
Delta Investment Management, LLC7,916$1.94M0.39%+1,99913F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC9,016$1.93M1.31%-1,43813F-HRTimeline
TI-TRUST, INC7,879$1.93M1.28%-58913F-HRTimeline
GenTrust, LLC7,877$1.93M0.09%+74413F-HRTimeline
GRIES FINANCIAL LLC7,871$1.93M0.37%+83713F-HRTimeline
JFS WEALTH ADVISORS, LLC7,862$1.93M0.13%+42313F-HRTimeline
Riverview Trust Co7,858$1.93M1.9%-1,38113F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC7,854$1.93M1.01%+49713F-HRTimeline
GARRISON POINT ADVISORS, LLC7,850$1.93M0.93%-27113F-HRTimeline
Triad Wealth Partners, LLC7,830$1.92M0.6%+37113F-HRTimeline
Foster Victor Wealth Advisors, LLC8,126$1.92M0.15%-20313F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC7,809$1.92M1.23%-1,85813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,881$1.91M0.18%+22513F-HR/ATimeline
Waterway Wealth Management, LLC7,801$1.91M0.8%+3,05713F-HRTimeline
Stephens Consulting, LLC7,795$1.91M0.48%+3113F-HRTimeline
Berkeley Capital Partners, LLC7,795$1.91M0.53%-7713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,788$1.91M0.33%-3513F-HRTimeline
PROFFITT & GOODSON INC7,787$1.91M0.31%-12813F-HRTimeline
Centerpoint Advisory Group7,786$1.91M1.88%+13713F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…7,786$1.91M0.4%+24613F-HRTimeline
LeClair Wealth Partners LLC7,762$1.9M1.37%-65813F-HRTimeline
Moment Partners, LLC7,745$1.9M0.38%-4913F-HRTimeline
Raleigh Capital Management Inc.7,731$1.9M0.86%-1,68313F-HRTimeline
Alhambra Investment Management LLC7,729$1.9M0.98%-9413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,724$1.89M0.38%+14813F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV8,273$1.89M0.83%+44813F-HR/ATimeline
CYBER HORNET ETFs LLC7,713$1.89M1.93%+1513F-HRTimeline
ROI Financial Advisors, LLC7,687$1.89M1.37%+1,03013F-HRTimeline
SWP Investment Management LLC7,682$1.88M2.35%13F-HRTimeline
General Partner, Inc.7,672$1.88M1.23%013F-HRTimeline
Asset Advisors Investment Management, L…7,648$1.88M0.2%+3313F-HRTimeline
Gen-Wealth Partners Inc7,631$1.87M0.78%+11813F-HRTimeline
Brucke Financial, Inc.7,650$1.87M1.62%+49213F-HRTimeline
PROMETHIUM ADVISORS,LLC7,614$1.87M1.2%-1,15113F-HRTimeline
SYNTAX RESEARCH, INC.7,608$1.87M1.29%-27713F-HRTimeline
DIXON FNANCIAL SERVICES, INC.7,595$1.86M1.01%013F-HRTimeline
Security Financial Services, INC.7,589$1.86M0.37%+16813F-HRTimeline
Five Oceans Advisors7,588$1.86M0.89%+3513F-HRTimeline
Veracity Capital LLC7,583$1.86M0.73%+8813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,578$1.86M0.19%+5413F-HRTimelineGroup
bLong Financial, LLC7,575$1.86M1.65%013F-HRTimeline
Fortis Group Advisors, LLC7,567$1.86M0.36%+6,35213F-HRTimeline
Keystone Wealth Services, LLC7,566$1.86M0.5%+77213F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding7,555$1.85M+1,532Timeline
Lion Street Advisors, LLC7,542$1.85M0.59%+81713F-HRTimeline
ORBA Wealth Advisors, L.L.C.7,541$1.85M0.93%013F-HRTimeline
Black Diamond Financial, LLC7,524$1.85M0.28%+6113F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.7,512$1.84M0.59%+16513F-HR/ATimeline
Freedom Investment Management, Inc.7,499$1.84M0.15%-70213F-HRTimeline
AMERIFLEX GROUP, INC.7,499$1.84M0.75%+2,59113F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP7,495$1.84M0.99%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,481$1.84M0.3%+98013F-HRTimeline
Roehl & Yi Investment Advisors, LLC7,481$1.84M1%+9513F-HRTimeline
Aspen Wealth Strategies, LLC7,474$1.83M1.2%-34713F-HRTimeline
Key Client Fiduciary Advisors, LLC7,469$1.83M0.84%+16813F-HRTimeline
Madison Wealth Partners, Inc7,459$1.83M0.45%-10513F-HRTimeline
Covenant Partners, LLC7,451$1.83M0.59%-26213F-HRTimeline
Trilogy Capital Inc.7,424$1.82M0.1%-28713F-HRTimeline
ELCO Management Co., LLC7,409$1.82M1%-6913F-HRTimeline
Balefire, LLC7,401$1.82M0.62%+98513F-HRTimeline
Mason & Associates Inc7,398$1.81M0.45%-313F-HRTimeline
R.H. Investment Group, LLC7,390$1.81M1.74%013F-HRTimeline
Wiser Advisor Group LLC7,384$1.81M2.67%+26213F-HRTimeline
COMMONS CAPITAL, LLC7,379$1.81M1.66%-19113F-HRTimeline
Unique Wealth Strategies, LLC7,375$1.81M0.82%-50513F-HRTimeline
Foster Group, Inc.7,372$1.81M0.07%+1,00513F-HRTimeline
Grant Private Wealth Management Inc7,365$1.81M1.95%+60513F-HRTimeline
Argyle Capital Partners, LLC7,349$1.8M1.55%-9913F-HRTimeline
Versant Capital Management, Inc7,310$1.79M0.3%+3,51313F-HRTimeline
Intrua Financial, LLC7,307$1.79M0.28%-3213F-HRTimeline
Windsor Advisory Group, LLC7,300$1.79M2.31%-3213F-HRTimeline
Capital Square, LLC7,299$1.79M1.05%-5513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,256$1.78M0.24%+23913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,252$1.78M0.25%-7913F-HRTimeline
Wealth Group, Ltd.7,249$1.78M1.15%-18613F-HRTimeline
Sivia Capital Partners, LLC7,243$1.78M0.83%+52713F-HRTimeline
Thrive Wealth Management, LLC7,229$1.77M0.34%-35513F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC7,227$1.77M1.27%-5013F-HRTimeline
HBW ADVISORY SERVICES LLC7,206$1.77M0.25%+2,28113F-HRTimeline
Syntegra Private Wealth Group, LLC7,196$1.77M0.21%+12213F-HRTimeline
Northside Capital Management, LLC7,182$1.76M0.29%+18213F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC7,179$1.76M1.82%-38913F-HRTimeline
Armbruster Capital Management, Inc.7,178$1.76M0.35%-43313F-HRTimeline
GPS Wealth Strategies Group, LLC7,173$1.76M0.24%+2,71813F-HRTimeline
Bullock Wealth Management Group7,222$1.76M0.98%-84913F-HRTimeline
AllSquare Wealth Management LLC7,166$1.76M1.04%-33013F-HRTimeline
AVISO WEALTH MANAGEMENT7,158$1.76M0.93%+1,11913F-HRTimeline
Cladis Investment Advisory, LLC7,153$1.75M1.27%013F-HRTimeline
SC&H Financial Advisors, Inc.7,142$1.75M0.34%013F-HRTimeline
Calydon Capital7,127$1.75M0.33%-29,59213F-HRTimeline
Powell Investment Advisors, LLC7,122$1.75M0.86%013F-HRTimeline
KRS Capital Management, LLC7,110$1.74M1.39%+42413F-HRTimeline
Tandem Investment Partners LLC7,075$1.74M1.71%-20613F-HRTimeline
5th Street Advisors, LLC7,072$1.73M0.84%+1,15413F-HRTimeline
Orca Investment Management, LLC7,061$1.73M1.73%+2413F-HRTimeline
Retirement Planning Group, LLC7,057$1.73M0.08%-13113F-HRTimeline
Talisman Wealth Advisors LLC7,050$1.73M1.78%-13813F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…7,043$1.73M0.98%-44613F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…7,029$1.72M1.25%+20213F-HRTimeline
Edgemoor Investment Advisors, Inc.7,025$1.72M0.16%-15113F-HRTimeline
Cornerstone National Bank & Trust Co7,015$1.72M0.77%-71513F-HRTimeline
Phillips Wealth Planners LLC7,285$1.72M1.82%+14713F-HRTimeline
Kozak & Associates, Inc.7,323$1.72M0.43%+4513F-HRTimeline
Legacy Capital Wealth Partners, LLC7,006$1.72M0.42%-35913F-HRTimeline
ADVISORY RESEARCH INC7,006$1.72M0.3%-1,13013F-HRTimeline
Colonial River Investments, LLC7,001$1.72M0.95%-7,35313F-HRTimeline
Ruffer LLP7,000$1.72M0.07%-1,52013F-HRTimeline
Oakwell Private Wealth Management, LLC6,996$1.72M0.47%+52313F-HRTimeline
Nabity-Jensen Investment Management Inc6,991$1.71M1.36%+10713F-HRTimeline
Centiva Capital, LP6,990$1.71M0.1%+5,38313F-HRTimeline
Tennessee Valley Asset Management Partn…6,974$1.71M0.28%+46813F-HRTimeline
Total Wealth Planning & Management, Inc.6,971$1.71M1.75%+3113F-HRTimeline
Sippican Capital Advisors6,970$1.71M1.29%-1413F-HRTimeline
TFR Capital, LLC.6,957$1.71M0.71%+3,12113F-HRTimeline
ARGA Investment Management, LP6,950$1.7M0.06%013F-HRTimeline
AJ Advisors, LLC6,941$1.7M0.87%+1013F-HRTimeline
RFP Financial Group LLC6,933$1.7M0.68%+4713F-HRTimeline
Solidarity Wealth, LLC6,932$1.7M0.42%+10413F-HRTimeline
DELTEC ASSET MANAGEMENT LLC6,925$1.7M0.37%+5,00013F-HRTimeline
Northstar Advisory Group, LLC6,924$1.7M1.11%+4,49513F-HRTimeline
Heartwood Wealth Advisors LLC6,917$1.7M0.19%-1813F-HRTimeline
Measured Wealth Private Client Group, L…6,905$1.69M0.54%+513F-HRTimeline
Freemont Management S.A.6,900$1.69M0.67%-70013F-HRTimeline
Oslo Pensjonsforsikring AS6,894$1.69M0.26%-26113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,891$1.69M0.84%+1,18313F-HRTimeline
Riverbend Wealth Management, LLC6,889$1.69M1.51%+9013F-HRTimeline
ROGCO, LP6,876$1.69M0.68%-42413F-HRTimeline
Lantz Financial LLC6,865$1.68M0.46%+6813F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,855$1.68M1.12%-1,03813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,854$1.68M0.21%-80013F-HRTimeline
CORDA Investment Management, LLC.6,849$1.68M0.13%-65713F-HRTimeline
Birchcreek Wealth Management, LLC6,833$1.68M1.06%-32013F-HRTimeline
Gilman Hill Asset Management, LLC6,822$1.67M0.29%-4013F-HRTimeline
High Falls Advisors, Inc6,808$1.67M0.39%+6413F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC6,800$1.67M0.51%013F-HRTimelineGroup

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