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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,686 managers (4,752 13F filers) reported a position in JPM shares at 2025-06-30, 2,011,737,941 shares in all. 178 filers opened a position and 105 filers sold out during the quarter.

Managers
4,686
13F filers
4,752
New
178
Added
2,027
Reduced
2,016
Sold out
105
Shares held by filers
2,011,737,941

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
IFG Advisors, LLC8,525$2.47M0.42%+4913F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/8,500$2.46M4.02%013F-HRTimeline
Orion Capital Management LLC8,494$2.46M0.94%013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP8,490$2.46M1.59%-60013F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC8,462$2.45M1.39%-2213F-HRTimeline
Bay Capital Advisors, LLC8,461$2.45M1.87%+413F-HRTimeline
Mainstream Capital Management LLC8,454$2.45M1.78%-2713F-HRTimeline
LexAurum Advisors, LLC8,453$2.45M0.39%-44213F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT8,449$2.45M2.46%-4,80013F-HRTimeline
Affiance Financial, LLC8,445$2.45M0.5%+20513F-HRTimeline
Eley Financial Management, Inc8,427$2.44M0.94%-11213F-HRTimeline
STABLEFORD CAPITAL II LLC8,175$2.44M0.92%-95013F-HRTimeline
Lakeshore Financial Planning, Inc.8,417$2.44M0.98%+3713F-HRTimeline
Fortitude Advisory Group L.L.C.8,417$2.44M1.39%-27213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,380$2.43M0.09%+5013F-HRTimelineGroup
Game Creek Capital, LP8,375$2.43M1.24%013F-HRTimeline
Chancellor Financial Group WB LP8,372$2.43M1.89%+13713F-HRTimeline
Evergreen Wealth Management, LLC8,370$2.43M1.36%+6613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC8,369$2.43M0.88%-31513F-HRTimeline
RoundAngle Advisors LLC8,362$2.42M2.02%+2813F-HRTimeline
SEVEN MILE ADVISORY8,360$2.42M1.46%-7713F-HRTimeline
Roberts Capital Advisors, LLC8,358$2.42M1.79%+2,68713F-HRTimeline
Cypress Capital Management LLC (WY)8,355$2.42M2.63%-8113F-HRTimeline
First County Bank /CT/8,322$2.41M1.3%-48913F-HRTimeline
Bolthouse Investments, LLC8,317$2.41M2.39%013F-HR/ATimeline
PRIVATE CLIENT SERVICES, LLC8,310$2.41M0.94%+1,41913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,294$2.4M0.88%-7013F-HRTimeline
Johnson & White Wealth Management, LLC8,291$2.4M1.21%-7113F-HRTimeline
CORA CAPITAL ADVISORS LLC8,279$2.4M1.07%+26513F-HRTimeline
Cheviot Value Management, LLC8,290$2.39M0.27%-9313F-HRTimeline
CoreFirst Bank & Trust8,246$2.39M1.35%-36813F-HRTimeline
Tudor Financial Inc.8,244$2.39M1.35%+8113F-HRTimeline
Trust Co8,239$2.39M0.27%-36113F-HRTimeline
IBEX WEALTH ADVISORS8,235$2.39M0.25%-17,06413F-HRTimeline
TLWM8,226$2.38M0.45%-3513F-HRTimeline
Ellsworth Advisors, LLC8,225$2.38M0.58%-92413F-HRTimeline
Sustainable Insight Capital Management,…8,225$2.38M1.08%-13,12713F-HRTimeline
CPA Asset Management Group, LLC8,223$2.38M1%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…8,220$2.38M0.64%013F-HRTimeline
Accel Wealth Management8,204$2.38M0.79%-14613F-HRTimeline
JMAC ENTERPRISES LLC8,191$2.37M0.51%-10013F-HRTimeline
Versant Capital Management, Inc8,178$2.37M0.36%+86813F-HRTimeline
Weaver C. Barksdale & Associates, Inc.8,176$2.37M2.27%-73813F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,174$2.37M0.07%+8113F-HRTimeline
SMART Wealth LLC8,173$2.37M0.74%+213F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…8,132$2.36M0.43%+34613F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV7,992$2.36M2.05%-18513F-HRTimeline
Foster Victor Wealth Advisors, LLC8,301$2.35M0.16%+17513F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC8,070$2.34M7.43%-17,58513F-HRTimeline
EAGLE WEALTH STRATEGIES LLC8,050$2.33M1.31%-1,13013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd8,047$2.33M0.03%-4,08313F-HRTimelineGroup
One Wealth Advisors, LLC8,043$2.33M0.32%-813F-HRTimeline
Syntegra Private Wealth Group, LLC8,038$2.33M0.24%+84213F-HRTimeline
Aspen Wealth Strategies, LLC8,036$2.33M1.4%+56213F-HRTimeline
Tortoise Investment Management, LLC8,028$2.33M0.22%+8013F-HRTimeline
O'Brien Greene & Co. Inc8,014$2.32M0.76%013F-HRTimeline
PROMETHIUM ADVISORS,LLC8,004$2.32M1.41%+39013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,002$2.32M0.19%+12113F-HRTimeline
GoodHaven Capital Management, LLC8,000$2.32M0.81%013F-HRTimeline
Element Wealth, LLC8,000$2.32M1.07%+2,44913F-HRTimeline
American State Bank (Iowa)7,999$2.32M1.28%+3413F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV8,113$2.32M0.13%-16013F-HR/ATimeline
Roxbury Financial LLC7,985$2.31M2.26%-25913F-HRTimeline
McElhenny Sheffield Capital Management,…7,983$2.31M0.62%-613F-HR/ATimeline
Delta Investment Management, LLC7,982$2.31M0.44%+6613F-HRTimeline
BHK Investment Advisors, LLC7,977$2.31M0.91%-77313F-HRTimeline
Scott Marsh Financial, LLC7,972$2.31M0.86%13F-HRTimeline
Lion Street Advisors, LLC7,956$2.31M0.7%+41413F-HRTimeline
PFC CAPITAL GROUP, INC.7,955$2.31M1.07%-44013F-HRTimeline
CTC Alternative Strategies, Ltd.7,954$2.31M2.02%+5,75413F-HRTimeline
Hendershot Investments Inc.7,945$2.3M0.31%-55813F-HRTimeline
LVZ, Inc.7,927$2.3M0.28%-113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,919$2.3M0.46%-58513F-HRTimeline
PROFFITT & GOODSON INC7,911$2.29M0.35%+12413F-HRTimeline
MBA Advisors LLC7,909$2.29M1.06%-52313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,908$2.29M0.41%+18413F-HRTimeline
Edge Financial Advisors LLC7,906$2.29M1.21%-7913F-HRTimeline
JFS WEALTH ADVISORS, LLC7,897$2.29M0.15%+3513F-HRTimeline
TI-TRUST, INC7,879$2.28M1.53%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC7,861$2.28M1.2%+713F-HRTimeline
Tandem Investment Partners LLC7,836$2.27M1.98%+76113F-HRTimeline
Mendel Money Management7,808$2.26M1%-27913F-HRTimeline
Moment Partners, LLC7,787$2.26M0.42%+4213F-HRTimeline
SWP Investment Management LLC7,765$2.25M2.66%+8313F-HRTimeline
Paragon Private Wealth Management, LLC7,758$2.25M0.9%+1,51213F-HRTimeline
Armor Investment Advisors, LLC7,753$2.25M0.85%-61213F-HRTimeline
Foster Group, Inc.7,738$2.24M0.08%+36613F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL7,735$2.24M0.99%-3,47013F-HRTimeline
TriaGen Wealth Management LLC7,717$2.24M0.68%-7,56313F-HRTimeline
SYNTAX RESEARCH, INC.7,717$2.24M1.59%+10913F-HRTimeline
Fielder Capital Group LLC7,713$2.24M0.6%-78513F-HRTimeline
Aspen Grove Capital, LLC7,705$2.23M0.38%+2,11513F-HRTimeline
ZEGA Investments, LLC7,696$2.23M0.56%+90713F-HRTimeline
Clark Asset Management, LLC7,687$2.23M0.3%+5,14713F-HRTimeline
General Partner, Inc.7,672$2.22M1.3%013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,670$2.22M1.02%-18013F-HRTimeline
Retirement Planning Group, LLC7,663$2.22M0.09%+60613F-HRTimeline
Asset Advisors Investment Management, L…7,648$2.22M0.22%013F-HRTimeline
HBW ADVISORY SERVICES LLC7,647$2.22M0.27%+44113F-HRTimeline
Five Oceans Advisors7,636$2.21M0.94%+4813F-HRTimeline
CYBER HORNET ETFs LLC7,619$2.21M1.59%-9413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,615$2.21M0.33%+13413F-HRTimeline
Berkeley Capital Partners, LLC7,612$2.21M0.56%-18313F-HRTimeline
InTrack Investment Management Inc7,608$2.21M1.48%+99313F-HRTimeline
CAPE ANN SAVINGS BANK7,597$2.2M1.32%-82513F-HRTimeline
ABLE Financial Group, LLC7,576$2.2M0.53%-37813F-HRTimeline
Sterling Investment Counsel, LLC7,566$2.19M1.29%-9,53713F-HRTimeline
Palacios Wealth Management, LLC7,556$2.19M1.8%+5,22613F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC7,554$2.19M1.31%-25513F-HRTimeline
Key Client Fiduciary Advisors, LLC7,550$2.19M0.9%+8113F-HRTimeline
Fieldview Capital Management, LLC7,541$2.19M0.33%new13F-HRTimeline
Mason & Associates Inc7,535$2.18M0.5%+13713F-HRTimeline
Saiph Capital, LLC7,533$2.18M0.85%new13F-HRTimeline
Measured Wealth Private Client Group, L…7,530$2.18M0.65%+62513F-HRTimeline
Southeast Asset Advisors, LLC7,529$2.18M0.26%+1,19813F-HRTimeline
bLong Financial, LLC7,525$2.18M1.68%-5013F-HRTimeline
Terra Nova Asset Management LLC7,523$2.18M1.52%-70513F-HRTimeline
Raleigh Capital Management Inc.7,512$2.18M0.91%-21913F-HRTimeline
Menard Financial Group LLC7,510$2.18M1.29%+1,33413F-HRTimeline
DIXON FNANCIAL SERVICES, INC.7,495$2.17M1.1%-10013F-HRTimeline
LeClair Wealth Partners LLC7,490$2.17M1.47%-27213F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.7,487$2.17M0.65%-2513F-HRTimeline
Oakwell Private Wealth Management, LLC7,462$2.16M0.5%+46613F-HRTimeline
Covenant Partners, LLC7,451$2.16M0.64%013F-HRTimeline
McLean Asset Management Corp7,394$2.16M0.57%+16413F-HRTimeline
Gibbs Wealth Management7,437$2.16M0.42%+1,36013F-HRTimeline
AVISO WEALTH MANAGEMENT7,426$2.15M1.01%+26813F-HRTimeline
KRS Capital Management, LLC7,419$2.15M1.44%+30913F-HRTimeline
COMMONS CAPITAL, LLC7,412$2.15M1.64%+3313F-HRTimeline
Alhambra Investment Management LLC7,393$2.14M1.06%-33613F-HRTimeline
R.H. Investment Group, LLC7,390$2.14M1.96%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC7,386$2.14M1.1%-9513F-HRTimeline
Bulltick Wealth Management, LLC7,384$2.14M0.53%-3,10013F-HRTimeline
Brucke Financial, Inc.7,373$2.14M1.49%-27713F-HRTimeline
Gen-Wealth Partners Inc7,370$2.14M0.82%-26113F-HRTimeline
Heartwood Wealth Advisors LLC7,359$2.13M0.22%+44213F-HRTimeline
Cornerstone National Bank & Trust Co7,344$2.13M0.92%+32913F-HRTimeline
Sovran Advisors, LLC7,525$2.13M0.22%+94613F-HRTimeline
Armbruster Capital Management, Inc.7,333$2.13M0.39%+15513F-HRTimeline
Black Diamond Financial, LLC7,312$2.12M0.33%-21213F-HRTimeline
Omnia Family Wealth, LLC7,307$2.12M0.77%+67913F-HRTimeline
Cladis Investment Advisory, LLC7,303$2.12M1.33%+15013F-HRTimeline
Claris Financial LLC7,269$2.11M1.59%-1,88813F-HRTimeline
Edgemoor Investment Advisors, Inc.7,254$2.1M0.18%+22913F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC7,227$2.1M1.35%013F-HRTimeline
Argyle Capital Partners, LLC7,221$2.09M1.72%-12813F-HRTimeline
Thrive Wealth Management, LLC7,203$2.09M0.34%-2613F-HRTimeline
Nabity-Jensen Investment Management Inc7,199$2.09M1.54%+20813F-HRTimeline
Stanley-Laman Group, Ltd.7,196$2.09M0.31%-4,54813F-HRTimeline
GenTrust, LLC7,194$2.09M0.1%-68313F-HRTimeline
Veracity Capital LLC7,170$2.08M0.72%-41313F-HRTimeline
ELCO Management Co., LLC7,169$2.08M1.09%-24013F-HRTimeline
Trilogy Capital Inc.7,157$2.07M0.1%-26713F-HRTimeline
Orca Investment Management, LLC7,151$2.07M1.87%+9013F-HRTimeline
Freedom Investment Management, Inc.7,147$2.07M0.17%-35213F-HRTimeline
Cornerstone Planning Group LLC7,102$2.07M0.42%+1,77613F-HRTimeline
Total Wealth Planning & Management, Inc.7,126$2.07M1.78%+15513F-HRTimeline
GPS Wealth Strategies Group, LLC7,122$2.06M0.24%-5113F-HRTimeline
Bullock Wealth Management Group7,107$2.06M1.09%-11513F-HRTimeline
Altus Wealth Group LLC7,109$2.06M0.91%+32713F-HRTimeline
Kozak & Associates, Inc.7,259$2.06M0.42%-6413F-HRTimeline
Revisor Wealth Management LLC7,096$2.06M0.74%+4,62913F-HRTimeline
Riverbend Wealth Management, LLC7,076$2.05M1.55%+18713F-HRTimeline
Maia Wealth LLC7,075$2.05M0.39%+1,98613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…7,075$2.05M0.22%-1,49813F-HR/ATimelineGroup
SUTTON PLACE INVESTORS LLC7,064$2.05M1.23%+51413F-HRTimeline
RENASANT BANK7,064$2.05M1.37%+1,29713F-HRTimeline
Talisman Wealth Advisors LLC7,056$2.05M1.87%+613F-HRTimeline
Accuvest Global Advisors7,052$2.04M1.33%+86813F-HRTimeline
Unique Wealth Strategies, LLC7,034$2.04M0.85%-34113F-HRTimeline
Fairscale Capital, LLC6,872$2.04M1.48%+53313F-HRTimeline
UPTICK PARTNERS, LLC7,022$2.04M0.58%+2,65813F-HRTimeline
Ruffer LLP7,000$2.03M0.09%013F-HRTimeline
SC&H Financial Advisors, Inc.6,992$2.03M0.35%-15013F-HRTimeline
OBSIDIAN CIO, LLC6,982$2.02M0.29%+76413F-HRTimeline
Lantz Financial LLC6,972$2.02M0.5%+10713F-HRTimeline
Phillips Wealth Planners LLC7,135$2.02M1.83%-15013F-HRTimeline
Sippican Capital Advisors6,957$2.02M1.47%-1313F-HRTimeline
ARGA Investment Management, LP6,950$2.01M0.06%013F-HRTimeline
High Falls Advisors, Inc6,940$2.01M0.45%+13213F-HRTimeline
RFP Financial Group LLC6,933$2.01M0.83%013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd6,927$2.01M0.1%new13F-HRTimelineGroup
DELTEC ASSET MANAGEMENT LLC6,925$2.01M0.36%013F-HRTimeline
Greykasell Wealth Strategies, Inc.6,916$2M0.96%+14313F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,882$2M1.9%-29713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,879$1.99M0.25%-37713F-HRTimeline
ADVISORY RESEARCH INC6,872$1.99M0.31%-13413F-HRTimeline
Oslo Pensjonsforsikring AS6,872$1.99M0.31%-2213F-HRTimeline
Intrua Financial, LLC6,851$1.99M0.29%-45613F-HRTimeline
Solidarity Wealth, LLC6,834$1.98M0.46%-9813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,818$1.98M0.24%-3613F-HRTimeline
Sovereign Financial Group, Inc.6,812$1.97M0.41%+13313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC6,811$1.97M0.25%-44113F-HRTimeline
Birchcreek Wealth Management, LLC6,801$1.97M1.12%-3213F-HRTimeline
Traveka Wealth, LLC6,800$1.97M1.04%+4413F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC6,800$1.97M0.55%013F-HRTimelineGroup
TFR Capital, LLC.6,791$1.97M0.71%-16613F-HR/ATimeline
LBMC INVESTMENT ADVISORS, LLC6,781$1.97M0.14%013F-HRTimeline
FNY Investment Advisers, LLC6,750$1.96M0.83%new13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,735$1.95M1.19%-12013F-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