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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,613 managers (4,678 13F filers) reported a position in JPM shares at 2024-12-31, 2,046,246,860 shares in all. 159 filers opened a position and 83 filers sold out during the quarter.

Managers
4,613
13F filers
4,678
New
159
Added
1,715
Reduced
1,943
Sold out
83
Shares held by filers
2,046,246,860

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Greykasell Wealth Strategies, Inc.6,772$1.62M0.9%13F-HRTimeline
Frazier Financial Advisors, LLC6,779$1.62M1.29%-10413F-HRTimeline
TTP Investments, Inc.6,766$1.62M0.57%new13F-HRTimeline
Grant Private Wealth Management Inc6,760$1.62M1.75%13F-HRTimeline
High Falls Advisors, Inc6,744$1.62M0.37%+35613F-HRTimeline
Unified Investment Management6,732$1.61M1.83%13F-HRTimeline
Pflug Koory, LLC6,732$1.61M0.82%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC6,728$1.61M0.76%+1113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC6,726$1.61M0.13%-37513F-HRTimeline
Lion Street Advisors, LLC6,725$1.61M0.51%+44413F-HRTimeline
Sivia Capital Partners, LLC6,716$1.61M0.8%-17813F-HRTimeline
TFC Financial Management, Inc.6,703$1.61M0.25%+2,13313F-HRTimeline
Evolution Wealth Advisors, LLC6,688$1.6M0.27%+1,85013F-HRTimeline
KRS Capital Management, LLC6,686$1.6M1.13%-4113F-HRTimeline
WESPAC Advisors, LLC6,683$1.6M1.18%+4,99313F-HRTimeline
Finward Bancorp6,663$1.6M1.38%13F-HRTimeline
ROI Financial Advisors, LLC6,657$1.6M1.09%+43013F-HRTimeline
Oxford Wealth Group, LLC6,628$1.59M1.03%-26613F-HRTimeline
Sunflower Bank, N.A.6,625$1.59M0.44%+2013F-HRTimeline
Palogic Value Management, L.P.6,624$1.59M0.63%-20013F-HR/ATimeline
IPG Investment Advisors LLC6,621$1.59M0.36%-7,53413F-HRTimeline
Nicholas Wealth, LLC.6,498$1.59M0.86%+78613F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC6,601$1.58M0.1%+1,92813F-HRTimelineGroup
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP6,600$1.58M2.27%013F-HRTimelineGroup
Maiden Cove Capital, LLC6,598$1.58M1.48%+1,91213F-HRTimeline
M.E. ALLISON & CO., INC.6,597$1.58M1.74%13F-HRTimeline
Objective Capital Management, LLC6,590$1.58M1.06%-1,10813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC6,574$1.58M0.59%new13F-HRTimeline
BayBridge Capital Group, LLC6,573$1.58M1.14%+2213F-HRTimeline
DELPHI MANAGEMENT INC /MA/6,569$1.57M1.52%-29213F-HRTimeline
Traveka Wealth, LLC6,570$1.57M0.87%+1,53213F-HRTimeline
Sterling Wealth Management, Inc.6,544$1.57M0.58%-7013F-HRTimeline
Regent Peak Wealth Advisors LLC6,517$1.56M0.35%+14813F-HR/ATimeline
Tennessee Valley Asset Management Partn…6,506$1.56M0.26%-39813F-HRTimeline
Symphony Financial Services, Inc.6,488$1.56M1.25%+713F-HRTimeline
FIDELITY D & D BANCORP INC6,475$1.55M1.03%+60013F-HR/ATimeline
Oakwell Private Wealth Management, LLC6,473$1.55M0.44%+24913F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,463$1.55M0.1%-24,59413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC6,457$1.55M0.58%+59713F-HRTimeline
Sulzberger Capital Advisors, Inc.6,439$1.54M1.76%13F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC6,434$1.54M1.18%-10013F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,430$1.54M0.54%+1113F-HRTimeline
Hurley Capital, LLC6,321$1.54M1.24%13F-HRTimeline
Balefire, LLC6,416$1.54M0.53%-75613F-HRTimeline
Wealth Dimensions Group, Ltd.6,421$1.54M0.38%+1,02413F-HRTimeline
Costello Asset Management, INC6,420$1.54M1.02%-5613F-HRTimeline
Bridgewealth Advisory Group, LLC5,560$1.54M0.43%+56813F-HRTimeline
Hexagon Capital Partners LLC6,402$1.53M0.28%-8913F-HRTimeline
PCA Investment Advisory Services Inc.6,402$1.53M0.71%-13913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.6,401$1.53M0.05%-84,19013F-HRTimelineGroup
Disciplined Investors, L.L.C.6,273$1.53M1.48%13F-HRTimeline
Hardin Capital Partners, LLC6,385$1.53M0.92%-25013F-HRTimeline
HMV Wealth Advisors, LLC6,385$1.53M1.53%13F-HRTimeline
New Century Financial Group, LLC6,290$1.53M0.65%-1,04313F-HRTimeline
Foster Group, Inc.6,367$1.53M0.06%+7413F-HRTimeline
Verum Partners LLC6,362$1.53M0.44%+5113F-HRTimeline
St. Clair Advisors, LLC6,360$1.52M0.44%+60513F-HRTimeline
Indie Asset Partners, LLC6,354$1.52M1.2%+313F-HRTimeline
Alaska Permanent Fund Corp6,338$1.52M0.02%013F-HRTimeline
Lionsbridge Wealth Management LLC6,338$1.52M1.28%-40713F-HRTimeline
Reynders McVeigh Capital Management, LLC6,324$1.52M0.08%+5813F-HRTimeline
Fairscale Capital, LLC6,321$1.52M1.3%-3613F-HRTimeline
Coastwise Capital Group, LLC6,317$1.51M1.21%-40813F-HRTimeline
Crew Capital Management, Ltd6,317$1.51M1.25%+5013F-HRTimeline
Knollwood Investment Advisory, LLC6,310$1.51M0.16%013F-HRTimeline
McIlrath & Eck, LLC6,292$1.51M0.19%+4513F-HRTimeline
Quantum Financial Advisors, LLC6,290$1.51M0.23%-2713F-HRTimeline
TFB Advisors LLC6,279$1.51M0.43%+913F-HRTimeline
Marshall Financial Group, LLC6,278$1.5M0.36%+77413F-HRTimeline
Philip James Wealth Mangement, LLC6,275$1.5M0.19%-7213F-HRTimeline
WINCAP FINANCIAL LLC6,272$1.5M1.53%13F-HRTimeline
NAPATREE CAPITAL LLC6,267$1.5M0.88%+30813F-HRTimeline
Sovereign Financial Group, Inc.6,255$1.5M0.34%+66713F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.6,251$1.5M0.38%013F-HRTimeline
Solstein Capital, LLC6,244$1.5M0.84%+113F-HRTimeline
New Covenant Trust Company, N.A.6,251$1.5M1.49%-7213F-HRTimeline
KINTRA WEALTH, LLC6,229$1.49M1.04%+26913F-HRTimeline
Womack Financial LLC6,211$1.49M1.32%13F-HRTimeline
MCDANIEL TERRY & CO6,209$1.49M0.12%013F-HRTimeline
Shakespeare Wealth Management, LLC6,207$1.49M0.4%+7513F-HRTimeline
INVESTMENT HOUSE LLC6,192$1.48M0.08%+15013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,180$1.48M0.53%+1,14113F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.6,167$1.48M0.2%-11013F-HRTimeline
Powers Advisory Group, LLC6,131$1.47M0.74%+4213F-HRTimeline
Capital Planning Advisors, LLC6,083$1.46M0.23%+5913F-HRTimeline
Bluesphere Advisors LLC6,076$1.46M0.71%+21213F-HRTimeline
Menard Financial Group LLC6,076$1.46M0.87%+8213F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP6,075$1.46M0.04%013F-HRTimeline
Pathway Financial Advisors LLC6,072$1.46M0.33%-1913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,071$1.46M0.65%-19413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,064$1.45M0.08%-32913F-HRTimeline
Bay Rivers Group6,058$1.45M0.7%-1413F-HRTimeline
SYM FINANCIAL Corp6,054$1.45M0.19%-1,35813F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…6,050$1.45M0.76%-96013F-HRTimeline
AVISO WEALTH MANAGEMENT6,039$1.45M0.74%-17513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …6,025$1.45M0.07%+1,85013F-HRTimelineGroup
RAINIER FAMILY WEALTH INC6,032$1.45M1.75%13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,026$1.44M0.55%+27813F-HRTimeline
Westside Investment Management, Inc.6,026$1.44M0.3%+14113F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding6,023$1.44M+932Timeline
Crumly & Associates Inc.6,022$1.44M0.39%+6613F-HRTimeline
Profit Investment Management, LLC6,022$1.44M1.16%-24213F-HRTimeline
McNaughton Wealth Management, LLC6,014$1.44M0.69%+5313F-HRTimeline
D'Orazio & Associates, Inc.6,000$1.44M0.21%+10313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.5,981$1.43M1.1%13F-HRTimeline
LaSalle St. Investment Advisors, LLC5,970$1.43M0.44%+1,23613F-HRTimeline
Davis Investment Partners, LLC5,958$1.43M0.6%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,961$1.43M0.3%+11013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust5,950$1.43M0.8%013F-HRTimelineGroup
KilterHowling LLC5,174$1.43M0.82%-1113F-HRTimeline
Elevated Capital Advisors, LLC5,927$1.42M0.39%+2,87413F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC5,927$1.42M0.02%+1,86413F-HRTimelineGroup
NFSG Corp5,919$1.42M0.36%+43513F-HRTimeline
5th Street Advisors, LLC5,918$1.42M0.74%-1,14013F-HRTimeline
Delta Investment Management, LLC5,917$1.42M0.28%-2413F-HRTimeline
Realta Investment Advisors5,823$1.42M0.58%-1,10513F-HRTimeline
Sentry LLC5,901$1.41M0.28%-20013F-HRTimeline
Novak & Powell Financial Services, Inc.5,856$1.4M0.84%-7813F-HRTimeline
Dechtman Wealth Management, LLC5,855$1.4M0.27%+2613F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…5,850$1.4M0.81%+65013F-HRTimelineGroup
Omnia Family Wealth, LLC5,834$1.4M0.58%+613F-HR/ATimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,826$1.4M1.07%013F-HRTimeline
Cardinal Strategic Wealth Guidance5,824$1.4M0.44%+1,50013F-HRTimeline
Great Point Wealth Advisors, LLC5,812$1.39M0.3%013F-HRTimeline
United Super Pty Ltd in its capacity as…5,800$1.39M0.05%new13F-HRTimeline
Copperwynd Financial, LLC5,794$1.39M0.38%-21313F-HRTimeline
Fjell Capital, LLC5,770$1.38M1.43%13F-HRTimeline
Sunburst Financial Group, LLC5,765$1.38M0.34%+6913F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,751$1.38M0.99%+2113F-HRTimeline
WealthTrust Axiom LLC5,742$1.38M0.41%-3413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,742$1.38M0.1%+11713F-HRTimeline
Rosenberg Matthew Hamilton5,735$1.37M0.36%+29213F-HRTimeline
Northwest Financial Advisors5,734$1.37M1.13%+48113F-HRTimeline
Spartan Planning & Wealth Management5,727$1.37M1.25%13F-HRTimeline
Element Wealth, LLC5,721$1.37M0.72%-4313F-HRTimeline
Nadler Financial Group, Inc.5,720$1.37M0.14%+73013F-HRTimeline
Sendero Wealth Management, LLC5,719$1.37M0.2%013F-HRTimeline
Black Swift Group, LLC5,719$1.37M0.29%+1913F-HRTimeline
Wilkins Miller Wealth Management, LLC5,714$1.37M1.43%13F-HRTimeline
Trust Co of the South5,711$1.37M0.28%-77513F-HRTimeline
Dogwood Wealth Management LLC5,711$1.37M0.72%+80213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,708$1.37M0.74%+9113F-HRTimeline
BXM Wealth LLC5,700$1.37M1.91%13F-HRTimeline
Clifford Group, LLC5,691$1.36M1.04%-313F-HRTimeline
Sandbox Financial Partners, LLC5,679$1.36M0.45%+16713F-HRTimeline
Roberts Capital Advisors, LLC5,671$1.36M1.14%013F-HRTimeline
STAR Financial Bank5,670$1.36M0.98%-36213F-HRTimeline
SEEDS INVESTOR LLC5,665$1.36M0.39%-3613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,660$1.36M1.02%-16813F-HRTimeline
Legal Advantage Investments, Inc.5,653$1.36M0.72%-5013F-HRTimeline
Carr Financial Group Corp5,644$1.35M0.43%-11713F-HRTimeline
Brave Warrior Advisors, LLC5,643$1.35M0.03%013F-HRTimeline
Driehaus Capital Management LLC5,642$1.35M0.01%-1,71213F-HRTimeline
Capital Investment Counsel, Inc5,614$1.35M0.2%-66713F-HRTimeline
SRN Advisors, LLC5,613$1.35M1.2%+2,40013F-HRTimeline
Financial Council, LLC5,609$1.34M0.69%013F-HRTimeline
State of Wyoming5,604$1.34M0.17%+2,70013F-HRTimeline
Baring Financial LLC5,599$1.34M1.2%13F-HRTimeline
denkapparat Operations GmbH5,598$1.34M1.98%13F-HRTimeline
Elser Financial Planning, Inc5,592$1.34M0.1%new13F-HRTimeline
Olistico Wealth, LLC5,577$1.34M0.78%+213F-HRTimeline
Vantage Financial Partners, LLC5,576$1.34M0.33%+59813F-HRTimeline
Sage Investment Counsel LLC5,572$1.34M1.74%13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,563$1.33M0.44%13F-HRTimeline
Granite Harbor Advisors, Inc.5,551$1.33M0.74%-24013F-HRTimeline
Yoffe Investment Management, LLC5,543$1.33M1.97%13F-HR/ATimeline
Allie Family Office LLC5,541$1.33M0.74%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,541$1.33M0.13%+413F-HRTimeline
Investment Partners Asset Management, I…5,538$1.33M1.04%+57213F-HRTimeline
Hurlow Wealth Management Group, Inc.5,538$1.33M0.41%+4013F-HRTimeline
Park Capital Management, LLC / WI5,533$1.33M1.59%13F-HRTimeline
Cambridge Advisors Inc.5,526$1.32M0.3%+2013F-HRTimeline
Triton Financial Group Inc5,520$1.32M0.83%+37413F-HRTimeline
Private Wealth Advisors, LLC5,497$1.32M0.57%-1713F-HRTimeline
Centurion Wealth Management LLC5,492$1.32M0.41%+14513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,488$1.32M0.16%+113F-HRTimeline
Aster Capital Management (DIFC) Ltd5,485$1.31M0.5%-27,49313F-HRTimeline
Eagle Bay Advisors LLC5,478$1.31M0.83%-75013F-HRTimeline
Petros Family Wealth, LLC5,477$1.31M1.42%13F-HRTimeline
Wambolt & Associates, LLC5,474$1.31M0.42%-3,26513F-HRTimeline
AMERIFLEX GROUP, INC.4,908$1.31M0.6%13F-HRTimeline
LWM Advisory Services, LLC5,458$1.31M0.91%-4013F-HRTimeline
Firestone Capital Management5,459$1.31M0.33%-2713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,458$1.31M0.26%-43313F-HRTimeline
Maia Wealth LLC4,912$1.31M0.28%+71613F-HRTimeline
Cornerstone Planning Group LLC4,907$1.3M0.32%+4,03413F-HRTimeline
Probity Advisors, Inc.5,437$1.3M0.25%+43213F-HRTimeline
Evanson Asset Management, LLC5,429$1.3M0.09%013F-HRTimeline
Peregrine Asset Advisers, Inc.5,425$1.3M0.48%-35513F-HRTimeline
Tranquilli Financial Advisor LLC5,425$1.3M0.82%-9813F-HRTimeline
Oxler Private Wealth LLC5,408$1.3M0.43%+2613F-HRTimeline
Evernest Financial Advisors, LLC5,405$1.3M0.34%-5713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC5,397$1.29M0.67%+213F-HRTimeline
Cassia Capital Partners, LLC5,388$1.29M0.82%+93513F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,373$1.29M0.42%+52913F-HRTimeline
Northstar Group, Inc.5,368$1.29M0.22%+2,24213F-HRTimeline
Sachetta, LLC5,364$1.29M0.51%-32213F-HRTimeline
Grant Street Asset Management, Inc.5,355$1.28M0.34%-313F-HRTimeline
RENASANT BANK5,347$1.28M0.83%-10113F-HRTimeline
Hara Capital LLC5,346$1.28M0.81%013F-HR/ATimeline

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