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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,080 managers (5,157 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,062,074 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers
5,080
13F filers
5,157
New
117
Added
1,970
Reduced
2,154
Sold out
87
Shares held by filers
1,989,062,074

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Net Worth Advisory Group8,961$2.89M0.58%+37913F-HRTimeline
Cadia Private Client LLC8,953$2.88M2.29%13F-HRTimeline
Legacy Edge Advisors, LLC8,951$2.88M0.32%-13113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC8,943$2.88M0.44%+2,41313F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC8,942$2.88M0.32%+1213F-HRTimeline
Walsky Investment Management, Inc.8,938$2.88M2.93%13F-HRTimeline
Sunbeam Capital Management, LLC8,934$2.88M1.71%+6013F-HRTimeline
Great Diamond Partners, LLC8,920$2.87M0.55%+5213F-HRTimeline
InTrack Investment Management Inc8,914$2.87M1.61%+34613F-HRTimeline
Cromwell Holdings LLC8,913$2.87M1.57%013F-HRTimeline
MWA Asset Management8,909$2.87M1.6%-59313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8,897$2.87M1.91%-1,00013F-HRTimeline
Keudell/Morrison Wealth Management8,884$2.86M0.6%13F-HRTimeline
NFSG Corp8,883$2.86M0.44%+3,02713F-HRTimeline
Samalin Investment Counsel, LLC8,874$2.86M1.01%-33713F-HRTimeline
Meridian Financial Partners LLC9,466$2.86M1.13%-16513F-HRTimeline
Kapstone Financial Advisors LLC8,864$2.86M1.42%-6613F-HRTimeline
ATWOOD & PALMER INC8,837$2.85M0.16%+1113F-HRTimeline
Keystone Financial Services8,816$2.84M0.86%-10413F-HRTimeline
Bolthouse Investments, LLC8,802$2.84M2.52%+48513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,793$2.83M0.68%013F-HRTimeline
WMS Group LLC8,788$2.83M3.59%13F-HRTimeline
IFG Advisors, LLC8,773$2.83M0.47%-1913F-HRTimeline
1900 WEALTH MANAGEMENT LLC8,770$2.83M0.18%-52813F-HRTimeline
Grant Private Wealth Management Inc8,770$2.83M1.71%-18213F-HRTimeline
BENNETT SELBY INVESTMENTS LP8,761$2.82M0.91%+113F-HRTimeline
M. Kraus & Co8,752$2.82M0.79%-5913F-HRTimeline
Rodgers Brothers Inc.8,750$2.82M0.34%+10213F-HRTimeline
Trail Ridge Investment Advisors, LLC8,742$2.82M1.21%+9613F-HRTimeline
Bouchey Financial Group, Ltd.8,740$2.82M0.21%+3713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,738$2.82M0.17%+8813F-HRTimeline
Gen-Wealth Partners Inc8,729$2.81M0.9%+95213F-HRTimeline
Westmount Partners, LLC8,725$2.81M0.7%-22313F-HRTimeline
ELCO Management Co., LLC8,697$2.8M1.77%+1,73913F-HRTimeline
WRAPMANAGER INC8,680$2.8M0.95%-1,31713F-HRTimeline
O'Brien Greene & Co. Inc8,678$2.8M0.83%+78513F-HRTimeline
RoundAngle Advisors LLC8,673$2.79M2.03%+30613F-HRTimeline
Front Row Advisors LLC8,656$2.79M0.93%+5013F-HRTimeline
Westbourne Investment Advisors, Inc.8,655$2.79M0.77%013F-HRTimeline
CORRADO ADVISORS, LLC8,647$2.79M1.4%-3313F-HRTimeline
Mainstream Capital Management LLC8,641$2.78M1.82%-18213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,638$2.78M0.94%-1813F-HR/ATimeline
PCG ASSET MANAGEMENT, LLC8,604$2.78M2.22%-85513F-HRTimeline
BARINGS LLCin group BARINGS LLC8,627$2.78M0.05%+2,91413F-HRTimelineGroup
Pinnacle Wealth Management, LLC8,626$2.78M1.87%+5713F-HRTimeline
AK GLOBAL ASSET MANAGEMENT, LLC8,625$2.78M2.43%13F-HRTimeline
Leo Wealth, LLC8,619$2.78M0.2%+3,81613F-HRTimeline
Citadel Investment Advisory, Inc.8,599$2.77M1.2%013F-HRTimeline
Centerpoint Advisory Group8,579$2.76M2.13%013F-HRTimeline
EJMK Ventures LLC8,576$2.76M1.7%13F-HRTimeline
Greykasell Wealth Strategies, Inc.8,571$2.76M1.09%+58613F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,558$2.76M1.34%013F-HRTimeline
Fort Point Capital Partners LLC8,869$2.76M0.33%+36513F-HRTimeline
JNBA Financial Advisors8,540$2.75M0.24%+8913F-HRTimeline
Affiance Financial, LLC8,534$2.75M0.44%-7113F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/8,500$2.74M4.02%013F-HRTimeline
Cannon Capital Management, Inc.8,489$2.74M2.41%13F-HRTimeline
Vision Capital Management, Inc.8,486$2.73M0.33%-5613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC8,479$2.73M0.76%+2,62913F-HRTimeline
City State Bank8,468$2.73M0.75%+8013F-HRTimeline
Drake & Associates, LLC8,464$2.73M0.54%-3,29113F-HRTimeline
WORLD EQUITY GROUP, INC.8,449$2.72M0.76%-2313F-HRTimeline
Bay Capital Advisors, LLC8,448$2.72M1.66%013F-HRTimeline
BlackDiamond Wealth Management, LLC8,444$2.72M1.33%-1,02313F-HRTimeline
NAVELLIER & ASSOCIATES INC8,437$2.72M0.3%-1,10313F-HRTimeline
Lakeshore Financial Planning, Inc.8,421$2.71M0.97%-113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC8,420$2.71M1.38%-25513F-HRTimeline
CIM, LLC8,411$2.71M0.36%-5813F-HRTimeline
Armstrong, Fleming & Moore, Inc8,404$2.71M1.25%-48213F-HRTimeline
ANB BANK8,398$2.71M1.07%+2113F-HRTimeline
Monte Financial Group, LLC8,396$2.71M1.01%-15913F-HRTimeline
Inman Jager Wealth Management, LLC8,384$2.7M1.65%+4413F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC8,382$2.7M1.51%+43613F-HRTimeline
Income Insurance Ltd8,359$2.69M1.75%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cypress Capital Management LLC (WY)8,346$2.69M2.5%+35313F-HRTimeline
OARSMAN CAPITAL, INC.8,343$2.69M0.35%-39313F-HRTimeline
Mason & Associates Inc8,327$2.68M0.51%+60413F-HRTimeline
Wealth Management Associates, Inc.8,326$2.68M0.93%-37113F-HRTimeline
Maridea Wealth Management LLC8,317$2.68M0.4%+1,22013F-HRTimeline
TriaGen Wealth Management LLC8,302$2.68M0.69%+62513F-HRTimeline
Element Wealth, LLC8,292$2.67M1.11%+11013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC8,288$2.67M1.32%-11213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC8,279$2.67M1.7%13F-HRTimeline
CYBER HORNET ETFs LLC8,273$2.67M1.59%+35313F-HRTimeline
Bluebird Wealth Management LLC8,244$2.66M2.48%13F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT8,234$2.65M2.07%-20013F-HRTimeline
Hummer Financial Advisory Services Inc8,224$2.65M1.87%-56613F-HRTimeline
Lantz Financial LLC8,208$2.64M0.56%-12313F-HRTimeline
Leeward Financial Partners, LLC8,207$2.64M0.74%+6,39813F-HRTimeline
First County Bank /CT/8,204$2.64M1.38%-18713F-HRTimeline
EAGLE WEALTH STRATEGIES LLC8,200$2.64M1.23%-3913F-HRTimeline
Chancellor Financial Group WB LP8,183$2.64M1.8%-9513F-HRTimeline
Serenity Investment Advisors7,985$2.63M1.54%13F-HRTimeline
W ADVISORS, LLC8,171$2.63M1.32%-49413F-HRTimeline
Aspen Wealth Strategies, LLC8,166$2.63M1.44%-613F-HRTimeline
Strategic Family Wealth Counselors, L.L…8,690$2.63M0.59%+3,03813F-HRTimeline
Foster Group, Inc.8,164$2.63M0.08%+16113F-HRTimeline
Delta Investment Management, LLC8,153$2.63M0.46%+6713F-HRTimeline
Asset Advisory Group, Inc.8,143$2.62M1.31%13F-HRTimeline
Evergreen Wealth Management, LLC8,136$2.62M1.32%+17813F-HRTimeline
Eley Financial Management, Inc8,130$2.62M0.94%-22613F-HRTimeline
Tudor Financial Inc.8,123$2.62M1.34%-3413F-HRTimeline
Key Client Fiduciary Advisors, LLC8,120$2.62M0.91%+76613F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,116$2.62M0.83%-28213F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA8,103$2.61M0.64%-10013F-HRTimeline
Vigilare Wealth Management8,100$2.61M0.88%-21313F-HRTimeline
Paulson Wealth Management Inc.8,099$2.61M0.6%-34713F-HRTimeline
Petros Family Wealth, LLC8,097$2.61M1.74%+2,40113F-HRTimeline
Accel Wealth Management8,091$2.61M0.71%+3013F-HRTimeline
Abacus Wealth Partners, LLC8,090$2.61M0.26%+5,06413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…8,077$2.6M0.61%-14313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,075$2.6M0.78%-33613F-HRTimeline
Orion Capital Management LLC8,074$2.6M0.88%-32013F-HRTimeline
Peak Retirement Planning, Inc.8,068$2.6M0.61%+57713F-HRTimeline
Warm Springs Advisors Inc.8,067$2.6M2.01%-90813F-HRTimeline
Stephens Consulting, LLC8,045$2.59M0.84%+16213F-HRTimeline
First Heartland Consultants, Inc.8,043$2.59M0.2%-96813F-HRTimeline
Gilman Hill Asset Management, LLC8,026$2.59M0.41%+1,58413F-HRTimeline
Roxbury Financial LLC8,011$2.58M2.32%+3113F-HRTimeline
GoodHaven Capital Management, LLC8,000$2.58M0.83%013F-HRTimeline
Game Creek Capital, LP8,000$2.58M0.98%-37513F-HRTimeline
Oakwell Private Wealth Management, LLC7,999$2.58M0.48%+51713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Midway Capital Research & Management7,991$2.57M2.51%13F-HRTimeline
Alliance Private Wealth, LLC8,173$2.57M0.9%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC7,976$2.57M0.8%-16113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd7,968$2.57M0.12%-34813F-HRTimelineGroup
COMMONS CAPITAL, LLC7,964$2.57M1.8%+52613F-HRTimeline
Fortis Capital Advisors, LLC7,958$2.56M0.38%-3,02813F-HRTimeline
Johnson & White Wealth Management, LLC7,947$2.56M1.11%-18113F-HRTimeline
Global Trust Asset Management, LLC7,925$2.55M1.01%+35413F-HRTimeline
Northstar Group, Inc.7,920$2.55M0.35%+2,40013F-HRTimeline
Syntegra Private Wealth Group, LLC7,917$2.55M0.23%-27413F-HRTimeline
Mosley Wealth Management8,387$2.55M1.17%13F-HRTimeline
TI-TRUST, INC7,907$2.55M1.57%-4213F-HRTimeline
Waterway Wealth Management, LLC7,904$2.55M0.58%-1,69913F-HRTimeline
MBA Advisors LLC7,895$2.54M1.03%+2613F-HRTimeline
Facet Wealth, Inc.8,446$2.54M0.04%+2,44813F-HRTimeline
Intrua Financial, LLC7,880$2.54M0.28%+20713F-HRTimeline
Mendel Money Management7,869$2.54M1.06%+11213F-HRTimeline
Harbour Wealth Management Group, Inc.7,868$2.54M1.98%13F-HRTimeline
CAPE ANN SAVINGS BANK7,868$2.54M1.3%+35613F-HRTimeline
Storen Legacy Partners, LLC7,864$2.53M0.79%13F-HRTimeline
SYNTAX RESEARCH, INC.7,856$2.53M1.56%+2013F-HRTimeline
PFC CAPITAL GROUP, INC.7,855$2.53M1.04%-1113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.7,828$2.52M1.12%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,822$2.52M0.62%-713F-HRTimeline
ANCHYRA PARTNERS LLC7,816$2.52M0.77%13F-HRTimeline
Tortoise Investment Management, LLC7,804$2.51M0.22%-26313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,801$2.51M0.4%-11613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,779$2.51M0.46%013F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.7,777$2.51M0.67%-9013F-HRTimeline
V-Square Quantitative Management LLC7,733$2.49M0.26%new13F-HRTimeline
UPTICK PARTNERS, LLC7,733$2.49M0.53%+1,06813F-HRTimeline
Costello Asset Management, INC7,731$2.49M0.82%+2,41813F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP7,730$2.49M1.46%-56613F-HRTimelineGroup
FORTERIS WEALTH MANAGEMENT INC.7,729$2.49M2.45%13F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC7,719$2.49M1.15%-32813F-HRTimeline
American State Bank (Iowa)7,704$2.48M1.19%-20013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,686$2.48M0.82%-12713F-HRTimeline
Asset Advisors Investment Management, L…7,680$2.47M0.23%-3013F-HRTimeline
General Partner, Inc.7,672$2.47M1.4%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC7,656$2.47M1.42%-74513F-HRTimeline
Saiph Capital, LLC7,645$2.46M0.88%+4313F-HRTimeline
KRS Capital Management, LLC7,643$2.46M1.42%+11013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,641$2.46M0.86%+6,87513F-HRTimeline
Fieldview Capital Management, LLC7,632$2.46M0.42%-4,14113F-HRTimeline
Cheviot Value Management, LLC8,173$2.46M0.24%-11713F-HRTimeline
One Wealth Advisors, LLC7,629$2.46M0.3%-16813F-HRTimeline
Kozak & Associates, Inc.7,425$2.44M0.47%-2313F-HRTimeline
Southeast Asset Advisors, LLC7,580$2.44M0.23%+113F-HRTimeline
Trust Co of the South7,575$2.44M0.39%+1,20313F-HRTimeline
Crescent Grove Advisors, LLC7,569$2.44M0.23%-1,70613F-HRTimeline
Stanley-Laman Group, Ltd.7,550$2.43M0.31%+11513F-HRTimeline
Ponta Wealth Partners, LLC7,531$2.43M2.26%13F-HRTimeline
AVISO WEALTH MANAGEMENT7,522$2.42M1.02%+7913F-HRTimeline
Palacios Wealth Management, LLC7,519$2.42M1.85%-34413F-HRTimeline
GARRISON POINT ADVISORS, LLC7,514$2.42M1.07%-413F-HRTimeline
WEST BANCORPORATION INC7,501$2.42M1.27%+77913F-HRTimeline
Moment Partners, LLC7,499$2.42M0.5%-41913F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…7,497$2.42M0.16%new13F-HRTimelineGroup
Wealth Dimensions Group, Ltd.7,484$2.41M0.48%-12413F-HRTimeline
Connective Portfolio Management, LLC7,480$2.41M4.34%013F-HRTimeline
BHK Investment Advisors, LLC7,476$2.41M0.79%-45213F-HRTimeline
Covenant Partners, LLC7,475$2.41M0.7%+2413F-HRTimeline
Garton & Associates Financial Advisors …7,459$2.4M1.35%13F-HRTimeline
LaSalle St. Investment Advisors, LLC7,447$2.4M0.39%+99713F-HRTimeline
Five Oceans Advisors7,433$2.4M0.85%+213F-HRTimeline
bLong Financial, LLC7,425$2.39M1.67%-10013F-HRTimeline
JFS WEALTH ADVISORS, LLC7,418$2.39M0.13%+9413F-HRTimeline
Cornerstone National Bank & Trust Co7,416$2.39M0.95%+9213F-HRTimeline
Astoria Portfolio Advisors LLC.8,017$2.39M0.54%-26113F-HRTimeline
Sather Financial Group Inc7,405$2.39M0.13%+2913F-HRTimeline
Fortitude Advisory Group L.L.C.7,403$2.39M1.01%-16513F-HRTimeline
5th Street Advisors, LLC7,401$2.38M1.11%new13F-HRTimeline
BOCHK Asset Management Ltd7,400$2.38M0.64%+1,90013F-HRTimeline
Total Wealth Planning & Management, Inc.7,399$2.38M1.89%13F-HRTimeline
Karras Company, Inc.7,391$2.38M2.32%13F-HRTimeline
R.H. Investment Group, LLC7,390$2.38M1.99%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC7,376$2.38M1.88%13F-HRTimeline
Armor Investment Advisors, LLC7,363$2.37M0.87%-27013F-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