Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

COM (common), issuer CIK 19617

5,021 managers (5,105 13F filers) reported a position in JPM shares at 2026-03-31, 1,950,351,214 shares in all. 124 filers opened a position and 177 filers sold out during the quarter.

Managers
5,021
13F filers
5,105
New
124
Added
2,135
Reduced
2,294
Sold out
177
Shares held by filers
1,950,351,214

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Legacy Edge Advisors, LLC8,893$2.62M0.27%-5813F-HRTimeline
Perennial Investment Advisors, LLC8,880$2.61M0.21%-50813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8,880$2.61M1.77%-1713F-HRTimeline
Schneider Downs Wealth Management Advis…8,876$2.61M0.29%-11513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,869$2.61M0.36%-23213F-HRTimeline
ATWOOD & PALMER INC8,851$2.6M0.15%+1413F-HRTimeline
BIRCHBROOK, INC.8,850$2.6M1.28%-31513F-HRTimeline
Keystone Financial Services8,849$2.6M0.76%+3313F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,835$2.6M0.62%+4213F-HRTimeline
CORA CAPITAL ADVISORS LLC8,831$2.6M0.86%-19213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC8,819$2.59M0.65%-1,74413F-HRTimeline
Bolthouse Investments, LLC8,802$2.59M2.34%013F-HRTimeline
Bouchey Financial Group, Ltd.8,323$2.59M0.19%-41713F-HRTimeline
IFG Advisors, LLC8,789$2.59M0.42%+1613F-HRTimeline
Pinion Investment Advisors, LLC8,788$2.58M0.6%-57613F-HRTimeline
Navalign, LLC8,785$2.58M0.65%-22013F-HRTimeline
Fairtree Asset Management (Pty) Ltd8,773$2.58M1.19%+2,87013F-HRTimeline
ELCO Management Co., LLC8,764$2.58M1.24%+6713F-HRTimeline
BENNETT SELBY INVESTMENTS LP8,761$2.58M0.91%013F-HRTimeline
WMS Group LLC8,760$2.58M3.75%-2813F-HRTimeline
Mainstream Capital Management LLC8,755$2.58M1.73%+11413F-HRTimeline
Mosley Wealth Management8,164$2.58M1.17%-22313F-HRTimeline
Hummer Financial Advisory Services Inc8,740$2.57M1.82%+51613F-HRTimeline
Net Worth Advisory Group8,740$2.57M0.53%-22113F-HRTimeline
M. Kraus & Co8,727$2.57M0.75%-2513F-HRTimeline
Leonteq Securities AG8,716$2.56M0.16%-16,48913F-HRTimeline
SHAKER INVESTMENTS LLC/OH8,712$2.56M1.17%-11,08713F-HRTimeline
City State Bank8,705$2.56M0.66%+23713F-HRTimeline
Foster Group, Inc.8,700$2.56M0.08%+53613F-HRTimeline
Inman Jager Wealth Management, LLC8,668$2.55M1.49%+28413F-HRTimeline
Astoria Portfolio Advisors LLC.8,175$2.55M0.54%+15813F-HRTimeline
Northstar Advisory Group, LLC8,651$2.54M0.97%-6,80513F-HRTimeline
O'Brien Greene & Co. Inc8,641$2.54M0.72%-3713F-HRTimeline
Front Row Advisors LLC8,632$2.54M0.86%-2413F-HRTimeline
Waterway Wealth Management, LLC8,625$2.54M0.56%+72113F-HRTimeline
RoundAngle Advisors LLC8,623$2.54M1.9%-5013F-HRTimeline
Virtue Capital Management, LLC8,926$2.53M0.39%-73513F-HRTimeline
Samalin Investment Counsel, LLC8,601$2.53M0.9%-27313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC8,595$2.53M0.42%-1,05013F-HRTimeline
First County Bank /CT/8,588$2.53M1.35%+38413F-HRTimeline
Centerpoint Advisory Group8,579$2.52M1.9%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.8,577$2.52M0.3%+2,89013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC8,575$2.52M0.64%13F-HRTimeline
Costello Asset Management, INC8,568$2.52M0.87%+83713F-HRTimeline
Trust Investment Advisors8,565$2.52M1.47%-1,05713F-HRTimeline
JNBA Financial Advisors8,558$2.52M0.21%+1813F-HRTimeline
Greykasell Wealth Strategies, Inc.8,557$2.52M1.01%-1413F-HRTimeline
Serenity Investment Advisors8,214$2.52M1.18%+22913F-HRTimeline
Westbourne Investment Advisors, Inc.8,555$2.52M0.73%-10013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,546$2.51M0.15%-19213F-HRTimeline
Oakwell Private Wealth Management, LLC8,546$2.51M0.45%+54713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Berkeley Capital Partners, LLC8,535$2.51M0.58%+3,74013F-HRTimeline
PCG ASSET MANAGEMENT, LLC8,533$2.51M2.01%-7113F-HRTimeline
Invst, LLC8,532$2.51M0.28%-1,41713F-HRTimeline
Affiance Financial, LLC8,532$2.51M0.41%-213F-HRTimeline
Defiance ETFs, LLC8,520$2.51M0.04%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,506$2.5M0.87%-13213F-HRTimeline
Fortis Capital Advisors, LLC8,500$2.5M0.33%+54213F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/8,500$2.5M4.15%013F-HRTimeline
Curtis Advisory Group, LLC8,500$2.5M0.54%+1,40013F-HRTimeline
Vision Capital Management, Inc.8,483$2.5M0.32%-313F-HRTimeline
LaSalle St. Investment Advisors, LLC8,481$2.49M0.35%+1,03413F-HRTimeline
Mendel Money Management8,481$2.49M1.04%+61213F-HRTimeline
Lakeshore Financial Planning, Inc.8,477$2.49M0.9%+5613F-HRTimeline
Rodgers Brothers Inc.8,478$2.49M0.29%-27213F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,462$2.49M1.49%-9613F-HRTimeline
STABLEFORD CAPITAL II LLC8,459$2.49M0.92%-99313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC8,459$2.49M1.2%+3913F-HRTimeline
AK GLOBAL ASSET MANAGEMENT, LLC8,450$2.49M2.34%-17513F-HRTimeline
Keebeck Wealth Management8,436$2.48M0.28%+2,35513F-HRTimeline
Citadel Investment Advisory, Inc.8,422$2.48M1.18%-17713F-HRTimeline
Armstrong, Fleming & Moore, Inc8,404$2.47M1.05%013F-HRTimeline
OARSMAN CAPITAL, INC.8,404$2.47M0.31%+6113F-HRTimeline
Bay Capital Advisors, LLC8,398$2.47M1.52%-5013F-HRTimeline
Monte Financial Group, LLC8,396$2.47M0.88%013F-HRTimeline
Cypress Capital Management LLC (WY)8,391$2.47M2.28%+4513F-HRTimeline
Sovereign Financial Group, Inc.8,383$2.47M0.43%+1,06713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS7,954$2.47M0.67%-12113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,359$2.46M0.6%-86913F-HRTimeline
Income Insurance Ltd8,359$2.46M1.67%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WRAPMANAGER INC8,349$2.46M0.85%-33113F-HRTimeline
Ponta Wealth Partners, LLC8,345$2.45M1.97%+81413F-HRTimeline
CIM, LLC8,342$2.45M0.35%-6913F-HRTimeline
Wealth Management Associates, Inc.8,326$2.45M0.85%013F-HRTimeline
ANB BANK8,322$2.45M0.99%-7613F-HRTimeline
Roxbury Financial LLC8,317$2.45M2.2%+30613F-HRTimeline
CORRADO ADVISORS, LLC8,314$2.45M1.28%-33313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC8,314$2.45M0.66%-16513F-HRTimeline
Palacios Wealth Management, LLC7,769$2.43M1.52%+25013F-HRTimeline
Southeast Asset Advisors, LLC8,267$2.43M0.27%+68713F-HRTimeline
BlackDiamond Wealth Management, LLC8,261$2.43M1.17%-18313F-HRTimeline
Key Client Fiduciary Advisors, LLC8,259$2.43M0.83%+13913F-HRTimeline
Cavalier Investments, LLC8,249$2.43M0.63%-28,39913F-HRTimeline
Evergreen Wealth Management, LLC8,247$2.43M1.25%+11113F-HRTimeline
Alliance Private Wealth, LLC8,243$2.42M0.87%+7013F-HRTimeline
NAVELLIER & ASSOCIATES INC8,240$2.42M0.25%-19713F-HRTimeline
Dala Group, LLC8,234$2.42M2.03%-1,78813F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.8,232$2.42M0.66%+45513F-HRTimeline
626 Financial, LLC8,212$2.42M1.08%-1,11113F-HRTimeline
Edgestream Partners, L.P.8,204$2.41M0.08%-16,35813F-HRTimeline
Fortitude Advisory Group L.L.C.8,193$2.41M1.08%+79013F-HRTimeline
Bath Savings Trust Co8,174$2.4M0.26%-1,91013F-HRTimeline
Cheviot Value Management, LLC8,173$2.4M0.24%013F-HRTimeline
Keystone Wealth Services, LLC8,167$2.4M0.51%-1,57213F-HRTimeline
Tortuga Wealth Management, Inc8,148$2.4M2.24%+1,12613F-HRTimeline
ANCHYRA PARTNERS LLC8,147$2.4M0.73%+33113F-HRTimeline
Farrow Financial, Inc.8,142$2.4M1.36%-2,15813F-HRTimeline
Asset Advisory Group, Inc.8,142$2.4M1.2%-113F-HRTimeline
EAGLE WEALTH STRATEGIES LLC8,142$2.4M1.05%-5813F-HRTimeline
Gilbert & Cook, Inc.8,142$2.39M0.31%-1,57913F-HRTimeline
Tudor Financial Inc.8,130$2.39M1.22%+713F-HR/ATimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA8,103$2.38M0.66%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…8,102$2.38M0.57%+2513F-HRTimeline
Waterfront Wealth Inc.8,098$2.38M0.44%-1,82913F-HRTimeline
Element Wealth, LLC8,093$2.38M0.99%-19913F-HRTimeline
TriaGen Wealth Management LLC8,087$2.38M0.65%-21513F-HRTimeline
Lantz Financial LLC8,083$2.38M0.49%-12513F-HRTimeline
Accel Wealth Management8,083$2.38M0.62%-813F-HRTimeline
Warm Springs Advisors Inc.8,067$2.37M2.01%013F-HRTimeline
Chancellor Financial Group WB LP8,065$2.37M1.7%-11813F-HRTimeline
Aspen Wealth Strategies, LLC8,055$2.37M1.27%-11113F-HRTimeline
Midway Capital Research & Management8,050$2.37M2.23%+5913F-HRTimeline
Whalen Wealth Management Inc.8,049$2.37M1.27%+4,49013F-HRTimeline
Orion Capital Management LLC8,024$2.36M0.81%-5013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…8,015$2.36M0.34%-6,60313F-HRTimeline
Eaton Financial Holdings Company, LLC8,003$2.35M0.77%-1,70013F-HRTimeline
GoodHaven Capital Management, LLC8,000$2.35M0.82%013F-HRTimeline
INTERCAPITAL, LLC8,000$2.35M1.3%new13F-HRTimeline
COMMONS CAPITAL, LLC7,997$2.35M1.97%+3313F-HRTimeline
First Heartland Consultants, Inc.7,975$2.35M0.18%-6813F-HRTimeline
Eley Financial Management, Inc7,964$2.34M0.85%-16613F-HR/ATimeline
JMAC ENTERPRISES LLC7,956$2.34M0.45%+60013F-HRTimeline
Johnson & White Wealth Management, LLC7,942$2.34M0.99%-513F-HRTimeline
V-Square Quantitative Management LLC7,942$2.34M0.25%+20913F-HRTimeline
Northstar Group, Inc.7,940$2.34M0.33%+2013F-HRTimeline
One Wealth Advisors, LLC7,935$2.33M0.29%+30613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,929$2.33M0.5%+15013F-HRTimeline
Kozak & Associates, Inc.7,419$2.33M0.45%-613F-HRTimeline
Abacus Wealth Partners, LLC7,900$2.32M0.21%-19013F-HRTimeline
TI-TRUST, INC7,895$2.32M1.38%-1213F-HRTimeline
MBA Advisors LLC7,879$2.32M0.89%-1613F-HRTimeline
Elser Financial Planning, Inc7,953$2.32M0.11%new13F-HRTimeline
Stanley-Laman Group, Ltd.7,870$2.32M0.29%+32013F-HRTimeline
PFC CAPITAL GROUP, INC.7,851$2.31M1.02%-413F-HRTimeline
Leo Wealth, LLC7,847$2.31M0.17%-77213F-HRTimeline
Annandale Capital, LLC7,842$2.31M0.38%+6,81613F-HRTimeline
Orographic Financial Advisors, LLC7,830$2.3M1.63%13F-HRTimeline
RATIONAL ADVISORS, INC.7,824$2.3M0.23%+2,36013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,807$2.3M0.67%-30913F-HRTimeline
Paulson Wealth Management Inc.7,803$2.3M0.54%-29613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,777$2.29M0.19%+95013F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC7,773$2.29M0.34%-2813F-HRTimeline
Storen Legacy Partners, LLC7,773$2.29M0.72%-9113F-HRTimeline
W ADVISORS, LLC7,772$2.29M1.17%-39913F-HRTimeline
American State Bank (Iowa)7,766$2.28M1.1%+6213F-HRTimeline
SYNTAX RESEARCH, INC.7,752$2.28M1.45%-10413F-HRTimeline
China Universal Asset Management Co., L…7,752$2.28M0.17%+58313F-HRTimeline
Game Creek Capital, LP7,750$2.28M0.87%-25013F-HRTimeline
Westfuller Advisors, LLC7,747$2.28M0.98%+83713F-HRTimeline
Landmark Wealth Management, LLC7,745$2.28M0.61%new13F-HRTimeline
Gilman Hill Asset Management, LLC7,744$2.28M0.34%-28213F-HRTimeline
Cornerstone Planning Group LLC7,358$2.28M0.3%+26613F-HRTimeline
R.H. Investment Group, LLC7,390$2.28M1.76%013F-HRTimeline
PROMETHIUM ADVISORS,LLC7,724$2.27M1.18%+36513F-HRTimeline
Global Trust Asset Management, LLC7,717$2.27M0.87%-20813F-HRTimeline
Trust Co of the South7,706$2.27M0.36%+13113F-HRTimeline
QTR Family Wealth, LLC7,266$2.26M0.94%-17113F-HRTimeline
KRS Capital Management, LLC7,674$2.26M1.38%+3113F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP7,670$2.26M0.04%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CASTLE WEALTH MANAGEMENT LLC7,649$2.25M0.73%-3713F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC7,634$2.25M1.32%-2213F-HRTimeline
Eukles Asset Management7,628$2.24M1%-1,50713F-HRTimeline
Wealth Dimensions Group, Ltd.7,613$2.24M0.44%+12913F-HRTimeline
UPTICK PARTNERS, LLC7,611$2.24M0.45%-12213F-HRTimeline
Saiph Capital, LLC7,605$2.24M0.85%-4013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC7,601$2.24M0.65%+1,00113F-HRTimeline
Regent Peak Wealth Advisors LLC7,583$2.23M0.45%+23213F-HRTimeline
SEEDS INVESTOR LLC7,157$2.23M0.3%+72413F-HRTimeline
Towne Trust Company, N.A7,566$2.23M0.71%+1,02313F-HRTimeline
Karras Company, Inc.7,554$2.22M2.25%+16313F-HRTimeline
Trilogy Capital Inc.7,549$2.22M0.1%+42713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,537$2.22M0.22%+1,18313F-HRTimeline
Total Wealth Planning & Management, Inc.7,535$2.22M1.76%+13613F-HRTimeline
BHK Investment Advisors, LLC7,535$2.22M0.74%+5913F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.7,520$2.21M2.12%-20913F-HRTimeline
WJ Financial Advisors LLC7,517$2.21M1.79%+1,66013F-HRTimeline
Bullock Wealth Management Group7,485$2.21M1.11%+42513F-HRTimeline
CYBER HORNET ETFs LLC7,480$2.21M1.43%-79313F-HRTimeline
Weaver C. Barksdale & Associates, Inc.7,503$2.21M2.11%+42813F-HRTimeline
Mason & Associates Inc7,767$2.2M0.43%-56013F-HRTimeline
CFO4Life Group, LLC7,488$2.2M0.34%-2,24113F-HRTimeline
Syntegra Private Wealth Group, LLC7,475$2.2M0.21%-44213F-HRTimeline
Thrive Wealth Management, LLC7,466$2.2M0.33%+21513F-HRTimeline
Petros Family Wealth, LLC7,456$2.19M1.56%-64113F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,448$2.19M0.14%-1,32213F-HRTimeline
Adelphi Trust Co7,442$2.19M1.78%+29313F-HRTimeline
Root Financial Partners, LLC7,439$2.19M0.1%+68713F-HRTimeline
Mach-1 Financial Group, LLC7,427$2.18M0.77%-13,28713F-HRTimeline
General Partner, Inc.7,422$2.18M1.33%-25013F-HRTimeline
Five Oceans Advisors7,417$2.18M0.79%-1613F-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