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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,695 managers (4,764 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,722,398 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers
4,695
13F filers
4,764
New
126
Added
1,948
Reduced
2,122
Sold out
99
Shares held by filers
1,960,722,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SUMMIT WEALTH & RETIREMENT PLANNING, IN…8,220$2.59M0.64%013F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA8,203$2.59M0.63%-70013F-HRTimeline
Syntegra Private Wealth Group, LLC8,191$2.58M0.24%+15313F-HRTimeline
Element Wealth, LLC8,182$2.58M1.13%+18213F-HRTimeline
Black Diamond Financial, LLC8,177$2.58M0.29%+86513F-HRTimeline
Aspen Wealth Strategies, LLC8,172$2.58M1.44%+13613F-HRTimeline
von Borstel & Associates, Inc.8,130$2.58M0.39%+4,46413F-HRTimeline
Tudor Financial Inc.8,157$2.57M1.37%-8713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,137$2.57M0.86%-17313F-HRTimeline
STABLEFORD CAPITAL II LLC8,133$2.57M0.93%-4213F-HRTimeline
Johnson & White Wealth Management, LLC8,128$2.56M1.17%-16313F-HRTimeline
CPA Asset Management Group, LLC8,100$2.56M0.98%-12313F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding8,094$2.55M-692Timeline
Delta Investment Management, LLC8,086$2.55M0.46%+10413F-HRTimeline
Tortoise Investment Management, LLC8,067$2.54M0.23%+3913F-HRTimeline
Accel Wealth Management8,061$2.54M0.74%-14313F-HRTimeline
KELLEHER FINANCIAL ADVISORS8,058$2.54M0.63%-1,25313F-HRTimeline
JMAC ENTERPRISES LLC8,056$2.54M0.5%-13513F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC8,047$2.54M1.23%-67013F-HRTimeline
L.M. KOHN & COMPANY8,039$2.54M3.05%-9,85613F-HRTimeline
Cheviot Value Management, LLC8,290$2.53M0.27%013F-HRTimeline
LVZ, Inc.8,021$2.53M0.29%+9413F-HRTimeline
Foster Group, Inc.8,003$2.52M0.08%+26513F-HRTimeline
GoodHaven Capital Management, LLC8,000$2.52M0.81%013F-HRTimeline
Cypress Capital Management LLC (WY)7,993$2.52M2.33%-36213F-HRTimeline
Touchstone Capital, Inc.7,991$2.52M1.29%13F-HRTimeline
Greykasell Wealth Strategies, Inc.7,985$2.52M1.06%+1,06913F-HRTimeline
Roxbury Financial LLC7,980$2.52M2.32%-513F-HRTimeline
Astoria Portfolio Advisors LLC.8,278$2.52M0.66%-90513F-HRTimeline
Evergreen Wealth Management, LLC7,958$2.51M1.32%-41213F-HRTimeline
TI-TRUST, INC7,949$2.51M1.58%+7013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC7,946$2.51M1.4%+39213F-HRTimeline
Hendershot Investments Inc.7,945$2.51M0.32%013F-HRTimeline
Clark Asset Management, LLC7,932$2.5M0.29%+24513F-HRTimeline
BHK Investment Advisors, LLC7,928$2.5M0.93%-4913F-HRTimeline
CYBER HORNET ETFs LLC7,920$2.5M1.61%+30113F-HRTimeline
Moment Partners, LLC7,918$2.5M0.44%+13113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,917$2.5M0.41%+913F-HRTimeline
American State Bank (Iowa)7,904$2.49M1.27%-9513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC7,903$2.49M1.13%+4213F-HRTimeline
O'Brien Greene & Co. Inc7,893$2.49M0.77%-12113F-HRTimeline
Stephens Consulting, LLC7,883$2.49M0.86%-81813F-HRTimeline
MBA Advisors LLC7,869$2.48M1.06%-4013F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.7,867$2.48M0.68%+38013F-HRTimeline
PFC CAPITAL GROUP, INC.7,866$2.48M1.04%-8913F-HRTimeline
Palacios Wealth Management, LLC7,863$2.48M1.63%+30713F-HRTimeline
SYNTAX RESEARCH, INC.7,836$2.47M1.59%+11913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,829$2.47M0.62%+1,37613F-HRTimeline
DIXON FNANCIAL SERVICES, INC.7,828$2.47M1.12%+33313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,813$2.46M0.83%-55613F-HRTimeline
One Wealth Advisors, LLC7,797$2.46M0.31%-24613F-HRTimeline
Fortis Group Advisors, LLC7,882$2.46M0.42%+1,50413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,779$2.45M0.47%-14013F-HRTimeline
Gen-Wealth Partners Inc7,777$2.45M0.83%+40713F-HRTimeline
Mendel Money Management7,757$2.45M1.03%-5113F-HRTimeline
Berkeley Capital Partners, LLC7,734$2.44M0.58%+12213F-HRTimeline
Mason & Associates Inc7,723$2.44M0.49%+18813F-HRTimeline
Asset Advisors Investment Management, L…7,710$2.43M0.23%+6213F-HRTimeline
Tandem Investment Partners LLC7,706$2.43M2%-13013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV7,691$2.43M0.1%-42213F-HRTimeline
Weaver C. Barksdale & Associates, Inc.7,679$2.42M2.33%-49713F-HRTimeline
TriaGen Wealth Management LLC7,677$2.42M0.63%-4013F-HRTimeline
WOLVERINE TRADING, LLC7,669$2.42M0.05%+1,08913F-HRTimeline
Intrua Financial, LLC7,673$2.42M0.28%+82213F-HRTimeline
General Partner, Inc.7,672$2.42M1.33%013F-HRTimeline
PROFFITT & GOODSON INC7,665$2.42M0.35%-24613F-HRTimeline
Momentum Wealth Planning, LLC7,653$2.41M1.88%+1,55713F-HRTimeline
Armor Investment Advisors, LLC7,633$2.41M0.76%-12013F-HRTimeline
Terra Nova Asset Management LLC7,629$2.41M1.52%+10613F-HRTimeline
ABLE Financial Group, LLC7,627$2.41M0.52%+5113F-HRTimeline
Wealth Dimensions Group, Ltd.7,608$2.4M0.49%+1,06413F-HRTimeline
Saiph Capital, LLC7,602$2.4M0.86%+6913F-HRTimeline
Cornerstone Planning Group LLC7,733$2.39M0.38%+63113F-HRTimeline
Southeast Asset Advisors, LLC7,579$2.39M0.26%+5013F-HRTimeline
Benchmark Investment Advisors LLC7,576$2.39M1.39%13F-HRTimeline
Global Trust Asset Management, LLC7,571$2.39M1.08%+1,46713F-HRTimeline
Fortitude Advisory Group L.L.C.7,568$2.39M1.28%-84913F-HRTimeline
KRS Capital Management, LLC7,533$2.38M1.44%+11413F-HRTimeline
Richard P Slaughter Associates Inc7,528$2.37M0.51%-5,81613F-HRTimeline
bLong Financial, LLC7,525$2.37M1.65%013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,518$2.37M0.99%-15213F-HRTimeline
PROMETHIUM ADVISORS,LLC7,514$2.37M1.36%-49013F-HRTimeline
CAPE ANN SAVINGS BANK7,512$2.37M1.27%-8513F-HRTimeline
Berry Wealth Group, LP7,506$2.37M7.73%-20,70413F-HRTimeline
Peak Retirement Planning, Inc.7,491$2.36M0.67%+2,08913F-HRTimeline
Connective Portfolio Management, LLC7,480$2.36M4.17%new13F-HRTimeline
Oakwell Private Wealth Management, LLC7,482$2.36M0.47%+2013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreFirst Bank & Trust7,477$2.36M1.28%-76913F-HRTimeline
Covenant Partners, LLC7,451$2.35M0.67%013F-HRTimeline
Fielder Capital Group LLC7,446$2.35M0.53%-26713F-HRTimeline
AVISO WEALTH MANAGEMENT7,443$2.35M1.02%+1713F-HRTimeline
COMMONS CAPITAL, LLC7,438$2.35M1.57%+2613F-HRTimeline
Stanley-Laman Group, Ltd.7,435$2.35M0.33%+23913F-HRTimeline
Five Oceans Advisors7,431$2.34M0.86%-20513F-HRTimeline
McLean Asset Management Corp7,556$2.34M0.48%+16213F-HRTimeline
R.H. Investment Group, LLC7,390$2.33M2.02%013F-HRTimeline
Regent Peak Wealth Advisors LLC7,380$2.33M0.47%13F-HRTimeline
Sather Financial Group Inc7,376$2.33M0.13%-2,46813F-HRTimeline
Key Client Fiduciary Advisors, LLC7,354$2.32M0.78%-19613F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…7,346$2.32M0.07%-9,53913F-HRTimelineGroup
Alhambra Investment Management LLC7,335$2.31M1.1%-5813F-HRTimeline
Sivia Capital Partners, LLC7,329$2.31M0.65%+66813F-HRTimeline
JFS WEALTH ADVISORS, LLC7,324$2.31M0.14%-57313F-HRTimeline
Cornerstone National Bank & Trust Co7,324$2.31M0.94%-2013F-HRTimeline
Calydon Capital7,315$2.31M0.37%-10,08413F-HRTimeline
QTR Family Wealth, LLC7,310$2.31M1.09%+1,07613F-HRTimeline
Cladis Investment Advisory, LLC7,303$2.3M1.32%013F-HRTimeline
Omnia Family Wealth, LLC7,297$2.3M0.75%-1013F-HRTimeline
Heartwood Wealth Advisors LLC7,295$2.3M0.21%-6413F-HRTimeline
BIP Wealth, LLC7,290$2.3M0.11%+1,97513F-HRTimeline
Westside Investment Management, Inc.7,305$2.29M0.37%+90313F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV7,392$2.29M1.84%-60013F-HRTimeline
Edgestream Partners, L.P.7,264$2.29M0.07%-51,31913F-HRTimeline
Solidarity Wealth, LLC7,259$2.29M0.49%+42513F-HRTimeline
Nabity-Jensen Investment Management Inc7,250$2.29M1.59%+5113F-HRTimeline
Trilogy Capital Inc.7,186$2.27M0.1%+2913F-HRTimeline
SJS Investment Consulting Inc.7,183$2.27M0.31%+5,19213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,170$2.26M0.19%+51213F-HRTimelineGroup
RENASANT BANK7,167$2.26M1.43%+10313F-HRTimeline
Meadowbrook Wealth Management, LLC7,146$2.25M2.34%13F-HRTimeline
Phillips Wealth Planners LLC7,285$2.25M1.87%+15013F-HRTimeline
Sovereign Financial Group, Inc.7,117$2.24M0.42%+30513F-HRTimeline
Veracity Capital LLC7,111$2.24M0.72%-5913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,099$2.24M0.26%+28813F-HRTimeline
SUTTON PLACE INVESTORS LLC7,095$2.24M1.28%+3113F-HRTimeline
Orca Investment Management, LLC7,093$2.24M1.83%-5813F-HRTimeline
Kozak & Associates, Inc.7,448$2.24M0.44%+18913F-HRTimeline
China Universal Asset Management Co., L…7,090$2.24M0.18%-2,45313F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…7,084$2.23M1.45%-4,46513F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC7,349$2.23M1.49%-1,48213F-HRTimeline
GPS Wealth Strategies Group, LLC7,064$2.23M0.24%-5813F-HRTimeline
Armbruster Capital Management, Inc.7,064$2.23M0.38%-26913F-HRTimeline
Unique Wealth Strategies, LLC7,061$2.23M0.88%+2713F-HRTimeline
Talisman Wealth Advisors LLC7,054$2.23M1.84%-213F-HRTimeline
Altus Wealth Group LLC7,035$2.22M0.91%-7413F-HRTimeline
Thrive Wealth Management, LLC7,011$2.21M0.33%-19213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC7,001$2.21M1.3%-22613F-HRTimeline
Ruffer LLP7,000$2.21M0.12%013F-HRTimeline
Schneider Downs Wealth Management Advis…6,996$2.21M0.26%+52313F-HRTimeline
ELCO Management Co., LLC6,958$2.19M1.14%-21113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…6,953$2.19M0.24%-12213F-HR/ATimelineGroup
Raleigh Capital Management Inc.6,938$2.19M0.83%-57413F-HRTimeline
DELTEC ASSET MANAGEMENT LLC6,925$2.18M0.36%013F-HRTimeline
SC&H Financial Advisors, Inc.6,924$2.18M0.36%-6813F-HRTimeline
TFC Financial Management, Inc.6,922$2.18M0.28%+30013F-HRTimeline
Bullock Wealth Management Group7,022$2.18M1.09%-8513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,915$2.18M0.25%+3613F-HRTimeline
Colonial River Investments, LLC6,912$2.18M0.8%+24613F-HRTimeline
Argyle Capital Partners, LLC6,897$2.18M1.56%-32413F-HRTimeline
Sippican Capital Advisors6,882$2.17M1.44%-7513F-HRTimeline
Oslo Pensjonsforsikring AS6,872$2.17M0.33%013F-HRTimeline
Fairscale Capital, LLC6,872$2.17M1.49%013F-HRTimeline
Copperleaf Capital, LLC6,857$2.16M1.04%+1,30413F-HRTimeline
Traveka Wealth, LLC6,840$2.16M0.96%+4013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC6,824$2.15M0.88%+2413F-HRTimeline
Measured Wealth Private Client Group, L…6,822$2.15M0.58%-70813F-HRTimeline
OBSIDIAN CIO, LLC6,803$2.15M0.28%-17913F-HRTimeline
Carr Financial Group Corp6,803$2.15M0.59%+90213F-HRTimeline
Maridea Wealth Management LLC7,097$2.15M0.33%+2,79713F-HRTimeline
Accuvest Global Advisors6,800$2.15M1.34%-25213F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC6,800$2.14M0.52%013F-HRTimelineGroup
Westfuller Advisors, LLC6,776$2.14M0.97%+2,18813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC6,771$2.14M0.85%+51213F-HRTimeline
RFP Financial Group LLC6,898$2.13M0.87%-3513F-HRTimeline
BXM Wealth LLC6,751$2.13M2.02%+1,02013F-HRTimeline
TFR Capital, LLC.6,744$2.13M0.71%-4713F-HRTimeline
Aspen Grove Capital, LLC6,739$2.13M0.36%-96613F-HRTimeline
High Falls Advisors, Inc6,729$2.12M0.44%-21113F-HRTimeline
AGH Wealth Advisors, LLC6,726$2.12M1.56%+20513F-HRTimeline
WEST BANCORPORATION INC6,722$2.12M1.18%+1,34713F-HRTimeline
McIlrath & Eck, LLC6,721$2.12M0.22%+12913F-HRTimeline
Menard Financial Group LLC6,713$2.12M1.42%-79713F-HRTimeline
Revisor Wealth Management LLC6,896$2.12M0.73%-20013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.6,711$2.12M0.03%+56013F-HRTimelineGroup
PATRON PARTNERS, LLC6,710$2.12M0.96%+44013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.6,708$2.12M1.32%+56013F-HRTimeline
GSA CAPITAL PARTNERS LLP6,705$2.12M0.18%-22,46813F-HRTimeline
Pflug Koory, LLC6,698$2.11M1%-3513F-HRTimeline
Finward Bancorp6,674$2.11M1.6%-2513F-HRTimeline
Centurion Wealth Management LLC6,665$2.1M0.48%+1,22813F-HRTimeline
UPTICK PARTNERS, LLC6,665$2.1M0.55%-35713F-HRTimeline
Viewpoint Capital Management LLC6,655$2.1M0.92%-513F-HRTimeline
Impact Partnership Wealth, LLC6,650$2.1M0.31%+1,01413F-HRTimeline
Corsicana & Co.6,646$2.1M1.18%13F-HRTimeline
Palogic Value Management, L.P.6,624$2.09M0.89%013F-HRTimeline
Hickory Point Bank & Trust6,608$2.08M1.56%-11013F-HRTimeline
WINCAP FINANCIAL LLC6,607$2.08M1.44%+31213F-HRTimeline
Realta Investment Advisors6,603$2.08M0.7%+53913F-HRTimeline
Root Financial Partners, LLC6,589$2.08M0.13%+2,07013F-HRTimeline
Sterling Wealth Management, Inc.6,584$2.08M0.63%013F-HRTimeline
Amplius Wealth Advisors, LLC6,571$2.07M0.18%-3,07813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp6,567$2.07M0.01%+12013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,565$2.07M0.08%-1,81513F-HRTimelineGroup
Driehaus Capital Management LLC6,559$2.07M0.01%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.6,548$2.07M0.75%-7613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC6,530$2.06M0.36%+98113F-HRTimelineGroup
Riverbend Wealth Management, LLC6,523$2.06M1.44%-55313F-HRTimeline
Solstein Capital, LLC6,513$2.05M0.94%013F-HRTimeline
Evolution Wealth Advisors, LLC6,498$2.05M0.28%013F-HRTimeline
Cascades Capital Asset Management, LLC6,477$2.04M0.9%+613F-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