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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,614 managers (4,677 13F filers) reported a position in JPM shares at 2025-03-31, 2,017,943,741 shares in all. 149 filers opened a position and 132 filers sold out during the quarter.

Managers
4,614
13F filers
4,677
New
149
Added
1,873
Reduced
2,142
Sold out
132
Shares held by filers
2,017,943,741

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BEACON INVESTMENT ADVISORS LLC6,791$1.67M0.79%+6313F-HRTimeline
ZEGA Investments, LLC6,789$1.67M0.49%+2,08313F-HRTimeline
Richard W. Paul & Associates, LLC6,786$1.66M0.65%-21113F-HRTimeline
Altus Wealth Group LLC6,782$1.66M0.78%-90513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC6,781$1.66M0.13%+5513F-HRTimeline
Fortis Capital Advisors, LLC6,781$1.66M0.34%-86213F-HRTimeline
Greykasell Wealth Strategies, Inc.6,773$1.66M0.89%+113F-HRTimeline
Traveka Wealth, LLC6,756$1.66M0.93%+18613F-HRTimeline
LaSalle St. Investment Advisors, LLC6,753$1.66M0.39%+78313F-HRTimeline
KELLEHER FINANCIAL ADVISORS6,745$1.65M0.66%-6613F-HRTimeline
Pflug Koory, LLC6,732$1.65M0.92%013F-HRTimeline
Finward Bancorp6,719$1.65M1.43%+5613F-HRTimeline
Viewpoint Capital Management LLC6,710$1.65M0.89%-10013F-HRTimeline
AGH Wealth Advisors, LLC6,708$1.65M1.59%-21813F-HRTimeline
INVESTMENT HOUSE LLC6,692$1.64M0.09%+50013F-HRTimeline
Sunpointe, LLC6,689$1.64M0.87%-57513F-HRTimeline
Sovereign Financial Group, Inc.6,679$1.64M0.38%+42413F-HRTimeline
Marshall Financial Group, LLC6,670$1.64M0.36%+39213F-HRTimeline
Schneider Downs Wealth Management Advis…6,664$1.63M0.3%-20213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,589$1.63M0.37%+36713F-HRTimeline
Wealth Dimensions Group, Ltd.6,632$1.63M0.39%+21113F-HRTimeline
Omnia Family Wealth, LLC6,628$1.63M0.68%+79413F-HRTimeline
TFC Financial Management, Inc.6,624$1.62M0.25%-7913F-HRTimeline
Palogic Value Management, L.P.6,624$1.62M0.72%013F-HR/ATimeline
ACCESS FINANCIAL SERVICES, INC.6,624$1.62M0.65%-73013F-HRTimeline
InTrack Investment Management Inc6,615$1.62M1.47%-3,44313F-HRTimeline
Sunflower Bank, N.A.6,611$1.62M0.45%-1413F-HRTimeline
Evolution Wealth Advisors, LLC6,598$1.62M0.27%-9013F-HRTimeline
WORLD EQUITY GROUP, INC.6,616$1.61M0.46%-6,68013F-HRTimeline
Mount Lucas Management LP6,560$1.61M0.76%-7,37713F-HRTimeline
SUTTON PLACE INVESTORS LLC6,550$1.61M1.08%-8,49713F-HRTimeline
Regent Peak Wealth Advisors LLC6,543$1.6M0.38%+2613F-HRTimeline
Hillsdale Investment Management Inc.6,542$1.6M0.08%+1,22013F-HRTimeline
Disciplined Investors, L.L.C.6,521$1.6M1.44%+24813F-HRTimeline
McIlrath & Eck, LLC6,517$1.6M0.2%+22513F-HRTimeline
ERn Financial, LLC6,513$1.6M0.25%-35613F-HRTimeline
Frazier Financial Advisors, LLC6,482$1.59M1.23%-29713F-HRTimeline
Costello Asset Management, INC6,476$1.59M0.64%+5613F-HRTimeline
MinichMacGregor Wealth Management, LLC6,441$1.58M0.35%+1,13413F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC6,434$1.58M1.13%013F-HRTimeline
Symphony Financial Services, Inc.6,409$1.57M1.03%-7913F-HRTimeline
NAPATREE CAPITAL LLC6,405$1.57M0.88%+13813F-HRTimeline
Williamson Legacy Group, LLC6,403$1.57M1.49%+1,13713F-HRTimeline
McLean Asset Management Corp7,230$1.57M0.52%-30013F-HRTimeline
M.E. ALLISON & CO., INC.6,390$1.57M1.55%-20713F-HRTimeline
Headlands Technologies LLC6,388$1.57M0.18%new13F-HRTimeline
TFB Advisors LLC6,385$1.57M0.45%+10613F-HRTimeline
HMV Wealth Advisors, LLC6,385$1.57M1.24%013F-HRTimeline
FIDELITY D & D BANCORP INC6,380$1.57M1.03%-9513F-HRTimeline
Crew Capital Management, Ltd6,371$1.56M1.28%+5413F-HRTimeline
Verum Partners LLC6,362$1.56M0.42%013F-HRTimeline
St. Clair Advisors, LLC6,360$1.56M0.44%013F-HRTimeline
Fairscale Capital, LLC6,339$1.56M1.4%+1813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,332$1.55M0.59%+15213F-HRTimeline
Southeast Asset Advisors, LLC6,331$1.55M0.19%+1,60913F-HRTimeline
Alaska Permanent Fund Corp6,338$1.55M0.02%013F-HRTimeline
Knollwood Investment Advisory, LLC6,310$1.55M0.17%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,310$1.55M0.55%-12013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC6,304$1.55M0.63%-15313F-HRTimeline
D'Orazio & Associates, Inc.6,303$1.55M0.24%+30313F-HRTimeline
Reynders McVeigh Capital Management, LLC6,298$1.54M0.09%-2613F-HRTimeline
Trust Co of the South6,293$1.54M0.32%+58213F-HRTimeline
BCM ADVISORS, LLC6,099$1.54M0.35%013F-HRTimeline
Menard Financial Group LLC6,176$1.54M1.01%+10013F-HRTimeline
FIDUCIENT ADVISORS LLC6,253$1.53M0.19%+2,64713F-HRTimeline
Quantum Financial Advisors, LLC6,253$1.53M0.23%-3713F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.6,251$1.53M0.47%013F-HRTimeline
Paragon Private Wealth Management, LLC6,246$1.53M0.71%+2,05513F-HRTimeline
Solstein Capital, LLC6,244$1.53M0.89%013F-HRTimeline
SYM FINANCIAL Corp6,224$1.53M0.19%+17013F-HRTimeline
Sovran Advisors, LLC6,579$1.53M0.2%-3,32313F-HRTimeline
OBSIDIAN CIO, LLC6,218$1.53M0.25%+1,50513F-HRTimeline
BayBridge Capital Group, LLC6,211$1.52M1.1%-36213F-HRTimeline
Accuvest Global Advisors6,184$1.52M1.29%new13F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO6,173$1.51M0.3%+3,45313F-HRTimeline
MCDANIEL TERRY & CO6,166$1.51M0.13%-4313F-HRTimeline
Crumly & Associates Inc.6,164$1.51M0.42%+14213F-HRTimeline
Powers Advisory Group, LLC6,142$1.51M0.72%+1113F-HRTimeline
Bay Rivers Group6,133$1.5M0.79%+7513F-HRTimeline
Hexagon Capital Partners LLC6,133$1.5M0.28%-26913F-HRTimeline
McNaughton Wealth Management, LLC6,119$1.5M0.73%+10513F-HRTimeline
Philip James Wealth Mangement, LLC6,105$1.5M0.18%-17013F-HRTimeline
Womack Financial LLC6,104$1.5M1.37%-10713F-HR/ATimeline
Sentry LLC6,101$1.5M0.29%+20013F-HRTimeline
Hurlow Wealth Management Group, Inc.6,097$1.5M0.47%+55913F-HRTimeline
Gibbs Wealth Management6,077$1.49M0.36%+96213F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP6,075$1.49M0.04%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.6,075$1.49M1.16%+9413F-HRTimeline
Capital Planning Advisors, LLC6,072$1.49M0.23%-1113F-HRTimeline
Pathway Financial Advisors LLC6,072$1.49M0.27%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.6,067$1.49M0.42%+2,37313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,059$1.49M0.08%-513F-HRTimeline
Carr Financial Group Corp6,057$1.49M0.49%+41313F-HRTimeline
Barden Capital Management, Inc.6,051$1.48M1.32%new13F-HRTimeline
Sulzberger Capital Advisors, Inc.6,034$1.48M1.95%-40513F-HRTimeline
WINCAP FINANCIAL LLC6,021$1.48M1.4%-25113F-HRTimeline
Strategic Wealth Investment Group, LLC6,013$1.47M2.57%-97,52113F-HRTimeline
Hurley Capital, LLC6,006$1.47M1.12%-31513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/6,005$1.47M0.3%+4413F-HRTimeline
Topsail Wealth Management, LLC5,999$1.47M0.3%+1,16413F-HRTimeline
DMC Group, LLC5,998$1.47M1.2%-1,03113F-HRTimeline
Westside Investment Management, Inc.5,986$1.47M0.31%-4013F-HRTimeline
MOLLER WEALTH PARTNERS5,976$1.47M0.36%+2,53913F-HRTimeline
Realta Investment Advisors5,973$1.47M0.67%+15013F-HRTimeline
Hickory Point Bank & Trust5,965$1.46M1.29%+71413F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…5,960$1.46M5.93%new13F-HRTimeline
RAINIER FAMILY WEALTH INC5,955$1.46M1.72%-7713F-HRTimeline
Alpha Family Trustin group Alpha Family Trust5,950$1.46M0.85%013F-HRTimelineGroup
Sandbox Financial Partners, LLC5,946$1.46M0.52%+26713F-HRTimeline
New Covenant Trust Company, N.A.6,005$1.46M1.54%-24613F-HRTimeline
BXM Wealth LLC5,945$1.46M1.75%+24513F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.5,942$1.46M0.2%-22513F-HRTimeline
Rosenberg Matthew Hamilton5,941$1.46M0.37%+20613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC5,939$1.46M0.03%+1213F-HRTimelineGroup
Fjell Capital, LLC5,933$1.46M1.48%+16313F-HRTimeline
NFSG Corp5,904$1.45M0.35%-1513F-HRTimeline
Algorithmic Investment Models, LLC5,900$1.45M1.07%new13F-HRTimeline
Granite Harbor Advisors, Inc.5,893$1.45M0.77%+34213F-HRTimeline
Dogwood Wealth Management LLC5,885$1.44M0.76%+17413F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC5,876$1.44M0.35%+1,06313F-HRTimeline
Nadler Financial Group, Inc.5,860$1.44M0.16%+14013F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…5,860$1.44M0.68%+3,50613F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…5,850$1.44M0.91%013F-HRTimelineGroup
Carrera Capital Advisors5,831$1.43M0.32%+1,04513F-HRTimeline
Shakespeare Wealth Management, LLC5,829$1.43M0.38%-37813F-HRTimeline
Capital Investment Counsel, Inc5,804$1.42M0.21%+19013F-HRTimeline
Novak & Powell Financial Services, Inc.5,800$1.42M0.89%-5613F-HRTimeline
RENASANT BANK5,767$1.41M0.94%+42013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,766$1.41M1.1%-6013F-HRTimeline
Black Swift Group, LLC5,759$1.41M0.32%+4013F-HRTimeline
Galaxy Digital Capital Management GP LLCin group Galaxy Group Investments LLC5,749$1.41M2.16%-10,11613F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,742$1.41M0.11%013F-HRTimeline
Clifford Group, LLC5,737$1.41M1.31%+4613F-HRTimeline
Heck Capital Advisors, LLC5,737$1.41M0.16%+2,81313F-HRTimeline
Wilkins Miller Wealth Management, LLC5,734$1.41M1.06%+2013F-HRTimeline
Park Capital Management, LLC / WI5,727$1.4M1.64%+19413F-HRTimeline
Vantage Financial Partners, LLC5,725$1.4M0.35%+14913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,723$1.4M0.47%+16013F-HRTimeline
DELPHI MANAGEMENT INC /MA/5,709$1.4M1.43%-86013F-HRTimeline
Sunburst Financial Group, LLC5,706$1.4M0.34%-5913F-HRTimeline
Davis Investment Partners, LLC5,958$1.4M0.62%013F-HRTimeline
United Super Pty Ltd in its capacity as…5,700$1.4M0.06%-10013F-HRTimeline
HALL LAURIE J TRUSTEE5,690$1.4M0.5%-1,27013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,688$1.4M1.06%+2813F-HRTimeline
WealthTrust Axiom LLC5,680$1.39M0.42%-6213F-HRTimeline
Roberts Capital Advisors, LLC5,671$1.39M1.22%013F-HRTimeline
Great Point Wealth Advisors, LLC5,665$1.39M0.3%-14713F-HRTimeline
Evernest Financial Advisors, LLC5,654$1.39M0.5%+24913F-HRTimeline
Brave Warrior Advisors, LLC5,643$1.38M0.03%013F-HRTimeline
Investment Partners Asset Management, I…5,642$1.38M1.09%+10413F-HRTimeline
AlphaQuest LLC5,633$1.38M0.15%new13F-HRTimeline
waypoint wealth counsel5,628$1.38M0.87%-1,70313F-HRTimeline
Legal Advantage Investments, Inc.5,603$1.37M0.74%-5013F-HRTimeline
Sendero Wealth Management, LLC5,602$1.37M0.19%-11713F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,592$1.37M0.45%+21913F-HRTimeline
Aspen Grove Capital, LLC5,590$1.37M0.26%+33413F-HRTimeline
Clarus Group, Inc.5,588$1.37M0.53%-2,86013F-HRTimeline
STAR Financial Bank5,586$1.37M1%-8413F-HRTimeline
Northwest Financial Advisors5,576$1.37M1.13%-15813F-HRTimeline
Driehaus Capital Management LLC5,572$1.37M0.01%-7013F-HRTimeline
Baring Financial LLC5,556$1.36M1.14%-4313F-HRTimeline
Financial Council, LLC5,556$1.36M0.73%-5313F-HRTimeline
Burt Wealth Advisors5,551$1.36M0.34%+22013F-HRTimeline
Element Wealth, LLC5,551$1.36M0.73%-17013F-HRTimeline
Yoffe Investment Management, LLC5,548$1.36M2%+513F-HRTimeline
Unified Investment Management5,545$1.36M1.61%-1,18713F-HRTimeline
Spartan Planning & Wealth Management5,538$1.36M1.32%-18913F-HRTimeline
Severin Investments, LLC5,528$1.36M1.36%-1,33913F-HRTimeline
Cambridge Advisors Inc.5,526$1.36M0.3%013F-HRTimeline
All Terrain Financial Advisors, LLC5,525$1.36M0.53%-9,99713F-HRTimeline
Private Wealth Advisors, LLC5,510$1.35M0.57%+1313F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,509$1.35M0.13%-3213F-HRTimeline
PBMares Wealth Management LLC5,500$1.35M0.27%-1,76013F-HRTimeline
U S GLOBAL INVESTORS INC5,500$1.35M0.18%new13F-HRTimeline
HENNESSY ADVISORS INC5,500$1.35M0.04%-30,30013F-HRTimeline
GatePass Capital, LLC5,498$1.35M1.01%+4,44913F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,493$1.35M1.04%-25813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,488$1.35M0.17%013F-HRTimeline
PATRON PARTNERS, LLC5,484$1.35M0.73%+41013F-HRTimeline
Elevated Capital Advisors, LLC5,481$1.34M0.38%-44613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,496$1.34M0.52%-53013F-HRTimeline
KINTRA WEALTH, LLC5,480$1.34M0.91%-74913F-HRTimeline
Petros Family Wealth, LLC5,478$1.34M1.49%+113F-HRTimeline
Cassia Capital Partners, LLC5,477$1.34M0.84%+8913F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC5,790$1.34M0.82%+1,40013F-HRTimeline
LWM Advisory Services, LLC5,474$1.34M0.93%+1613F-HRTimeline
Eagle Strategies LLC5,460$1.34M0.23%+20313F-HRTimeline
Gibraltar Capital Management, Inc.5,456$1.34M0.29%-1,63513F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,454$1.34M0.16%+73413F-HRTimeline
Sage Investment Counsel LLC5,452$1.34M1.7%-12013F-HRTimeline
Financial Partners Group, Inc5,449$1.34M0.21%+21413F-HRTimeline
Cravens & Co Advisors, LLC5,429$1.33M1.03%+10713F-HRTimeline
Quantessence Capital LLC5,425$1.33M0.33%-6,48013F-HRTimeline
Horizon Wealth Management, LLC5,424$1.33M0.22%+8313F-HRTimeline
Oliver Luxxe Assets LLC5,411$1.33M0.25%-8513F-HRTimeline
KilterHowling LLC5,230$1.33M0.86%+5613F-HRTimeline
Northstar Group, Inc.5,402$1.33M0.21%+3413F-HRTimeline
WEST BANCORPORATION INC5,400$1.32M0.9%+9713F-HRTimeline
Leo Wealth, LLC5,395$1.32M0.19%-3,16313F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.5,390$1.32M0.2%+3,91413F-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