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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,686 managers (4,752 13F filers) reported a position in JPM shares at 2025-06-30, 2,011,737,941 shares in all. 178 filers opened a position and 105 filers sold out during the quarter.

Managers
4,686
13F filers
4,752
New
178
Added
2,027
Reduced
2,016
Sold out
105
Shares held by filers
2,011,737,941

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BEACON INVESTMENT ADVISORS LLC6,800$1.95M0.84%+913F-HRTimeline
Pflug Koory, LLC6,733$1.95M0.99%+113F-HRTimeline
Advyzon Investment Management, LLC6,726$1.95M0.43%+2,33613F-HRTimeline
Hickory Point Bank & Trust6,718$1.95M1.57%+75313F-HRTimeline
Finward Bancorp6,699$1.94M1.53%-2013F-HRTimeline
WORLD EQUITY GROUP, INC.6,677$1.94M0.53%+6113F-HRTimeline
GRIES FINANCIAL LLC6,674$1.93M0.35%-1,19713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,662$1.93M0.41%-12,11713F-HRTimeline
Sivia Capital Partners, LLC6,661$1.93M0.66%-58213F-HR/ATimeline
Viewpoint Capital Management LLC6,660$1.93M0.95%-5013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6,658$1.93M0.18%-92013F-HRTimelineGroup
Colonial River Investments, LLC6,666$1.92M0.83%-33513F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…6,625$1.92M1%-41813F-HRTimeline
Palogic Value Management, L.P.6,624$1.92M0.81%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.6,624$1.92M0.73%013F-HRTimeline
TFC Financial Management, Inc.6,622$1.92M0.26%-213F-HRTimeline
Sunflower Bank, N.A.6,620$1.92M0.49%+913F-HRTimeline
McIlrath & Eck, LLC6,592$1.91M0.22%+7513F-HRTimeline
Sterling Wealth Management, Inc.6,584$1.91M0.65%13F-HRTimeline
Capital Square, LLC6,646$1.91M1.02%-65313F-HRTimeline
TFB Advisors LLC6,562$1.9M0.5%+17713F-HRTimeline
Driehaus Capital Management LLC6,559$1.9M0.02%+98713F-HRTimeline
Disciplined Investors, L.L.C.6,544$1.9M1.48%+2313F-HRTimeline
Wealth Dimensions Group, Ltd.6,544$1.9M0.42%-8813F-HRTimeline
AGH Wealth Advisors, LLC6,521$1.89M1.56%-18713F-HRTimeline
WOLVERINE TRADING, LLC6,580$1.89M0.05%new13F-HRTimeline
Solstein Capital, LLC6,513$1.89M0.97%+26913F-HRTimeline
Fortis Group Advisors, LLC6,378$1.89M0.34%-1,18913F-HRTimeline
Evolution Wealth Advisors, LLC6,498$1.88M0.28%-10013F-HRTimeline
Schneider Downs Wealth Management Advis…6,473$1.88M0.28%-19113F-HRTimeline
Cascades Capital Asset Management, LLC6,471$1.88M0.96%+1,21313F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC6,464$1.87M0.68%+16013F-HRTimeline
Gilman Hill Asset Management, LLC6,462$1.87M0.31%-36013F-HRTimeline
Vantage Financial Partners, LLC6,454$1.87M0.43%+72913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC6,453$1.87M0.51%+2,55113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp6,447$1.87M0.01%+2,14213F-HRTimelineGroup
Symphony Financial Services, Inc.6,440$1.87M1.12%+3113F-HRTimeline
Richard W. Paul & Associates, LLC6,438$1.87M0.67%-34813F-HRTimeline
Verum Partners LLC6,430$1.86M0.43%+6813F-HRTimeline
AllSquare Wealth Management LLC6,416$1.86M1.04%-75013F-HRTimeline
Frazier Financial Advisors, LLC6,414$1.86M1.31%-6813F-HRTimeline
Westside Investment Management, Inc.6,402$1.86M0.34%+41613F-HRTimeline
Strategic Wealth Investment Group, LLC6,394$1.85M2.68%+38113F-HRTimeline
Westerkirk Capital Inc.6,371$1.85M0.23%13F-HRTimeline
Davis Investment Partners, LLC6,358$1.85M0.66%+40013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC6,359$1.84M1.24%-7513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,347$1.84M0.66%+1513F-HRTimeline
Marshall Financial Group, LLC6,299$1.84M0.36%-37113F-HRTimeline
TWO SIGMA SECURITIES, LLC6,339$1.84M0.23%new13F-HRTimeline
BayBridge Capital Group, LLC6,332$1.84M1.18%+12113F-HRTimeline
INVESTMENT HOUSE LLC6,316$1.83M0.09%-37613F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP7,464$1.83M0.72%13F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC6,312$1.83M0.09%-2,54213F-HRTimelineGroup
Knollwood Investment Advisory, LLC6,310$1.83M0.18%013F-HRTimeline
McNaughton Wealth Management, LLC6,305$1.83M0.82%+18613F-HRTimeline
LaSalle St. Investment Advisors, LLC6,305$1.83M0.5%-44813F-HRTimeline
AJ Advisors, LLC6,301$1.83M0.81%-64013F-HRTimeline
Syverson Strege & Co6,301$1.83M0.43%+4,28613F-HRTimeline
WINCAP FINANCIAL LLC6,295$1.83M1.47%+27413F-HRTimeline
Evernest Financial Advisors, LLC6,283$1.82M0.59%+62913F-HRTimeline
PATRON PARTNERS, LLC6,270$1.82M0.9%+78613F-HRTimeline
Legacy Capital Wealth Partners, LLC6,260$1.81M0.41%-74613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC6,259$1.81M0.84%+46913F-HRTimeline
HMV Wealth Advisors, LLC6,255$1.81M1.19%-13013F-HRTimeline
Quantum Financial Advisors, LLC6,253$1.81M0.25%013F-HRTimeline
Powers Advisory Group, LLC6,246$1.81M0.8%+10413F-HRTimeline
QTR Family Wealth, LLC6,234$1.81M1.12%+97013F-HRTimeline
Trust Co of the South6,232$1.81M0.32%-6113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,197$1.8M0.12%+45513F-HRTimeline
Crew Capital Management, Ltd6,197$1.8M1.29%-17413F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP6,196$1.8M0.49%-27,04613F-HRTimeline
Wiser Advisor Group LLC6,192$1.8M3.12%-1,19213F-HRTimeline
Donald L. Hagan, LLC6,189$1.79M0.9%-4,31413F-HRTimeline
IronOak Wealth LLC.6,171$1.79M1.74%13F-HRTimeline
waypoint wealth counsel6,169$1.79M0.89%+54113F-HRTimeline
St. Clair Advisors, LLC6,160$1.79M0.47%-20013F-HRTimeline
Baron Wealth Management LLC6,154$1.78M0.63%+1,13913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.6,151$1.78M0.05%+1,82813F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.6,148$1.78M1.25%+7313F-HRTimeline
D'Orazio & Associates, Inc.6,147$1.78M0.25%-15613F-HRTimeline
Bay Rivers Group6,133$1.78M0.81%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC6,122$1.77M0.91%+1,31713F-HRTimeline
5th Street Advisors, LLC6,111$1.77M0.88%-96113F-HRTimeline
Global Trust Asset Management, LLC6,104$1.77M0.95%+1,53313F-HRTimeline
Sentry LLC6,101$1.77M0.35%013F-HRTimeline
Momentum Wealth Planning, LLC6,096$1.77M1.5%13F-HRTimeline
M.E. ALLISON & CO., INC.6,080$1.76M1.42%-31013F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…6,078$1.76M0.71%+21813F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP6,075$1.76M0.05%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,064$1.76M0.23%-2,18913F-HRTimeline
Realta Investment Advisors6,064$1.76M0.69%+9113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,062$1.76M0.03%+12313F-HRTimelineGroup
ROGCO, LP6,061$1.76M0.66%-81513F-HRTimeline
Heck Capital Advisors, LLC6,060$1.76M0.15%+32313F-HRTimeline
Capital Planning Advisors, LLC6,058$1.76M0.26%-1413F-HRTimeline
CORDA Investment Management, LLC.6,043$1.75M0.13%-80613F-HRTimeline
Crumly & Associates Inc.6,040$1.75M0.43%-12413F-HRTimeline
Sunburst Financial Group, LLC6,030$1.75M0.39%+32413F-HRTimeline
Topsail Wealth Management, LLC6,015$1.74M0.32%+1613F-HRTimeline
Investment Partners Asset Management, I…6,009$1.74M1.21%+36713F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,005$1.74M0.56%-30513F-HRTimeline
Fjell Capital, LLC6,003$1.74M1.61%+7013F-HRTimeline
HENNESSY ADVISORS INC6,000$1.74M0.06%+50013F-HRTimeline
United Super Pty Ltd in its capacity as…6,000$1.74M0.07%+30013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.6,000$1.74M1.47%new13F-HRTimeline
Sandbox Financial Partners, LLC5,994$1.74M0.55%+4813F-HRTimeline
Olistico Wealth, LLC5,987$1.74M0.96%+60013F-HRTimeline
Granite Harbor Advisors, Inc.5,979$1.73M0.81%+8613F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…5,960$1.73M5.6%013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust5,950$1.72M0.85%013F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.5,942$1.72M0.22%013F-HRTimeline
Windsor Advisory Group, LLC5,938$1.72M2.44%-1,36213F-HRTimeline
Hurley Capital, LLC5,936$1.72M1.21%-7013F-HRTimeline
Carr Financial Group Corp5,901$1.71M0.5%-15613F-HRTimeline
New Covenant Trust Company, N.A.5,949$1.71M1.53%-5613F-HRTimeline
Bridgewealth Advisory Group, LLC5,879$1.7M0.43%new13F-HRTimeline
Dogwood Wealth Management LLC6,027$1.7M0.83%+14213F-HRTimeline
PBMares Wealth Management LLC5,860$1.7M0.31%+36013F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…5,850$1.7M0.88%013F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC5,840$1.69M1.13%+7413F-HRTimeline
Capital Investment Counsel, Inc5,833$1.69M0.22%+2913F-HRTimeline
Hurlow Wealth Management Group, Inc.5,824$1.69M0.48%-27313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,814$1.69M0.09%-24513F-HRTimeline
HARRIS ASSOCIATES L P5,804$1.68M<0.01%+91613F-HRTimeline
Nadler Financial Group, Inc.5,796$1.68M0.17%-6413F-HRTimeline
MOLLER WEALTH PARTNERS5,793$1.68M0.37%-18313F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,787$1.68M1.17%+29413F-HRTimeline
Aspire Private Capital, LLC5,785$1.68M0.39%+1,00913F-HRTimeline
FIDELITY D & D BANCORP INC5,780$1.68M1.03%-60013F-HRTimeline
Shakespeare Wealth Management, LLC5,775$1.67M0.45%-5413F-HRTimeline
Petros Family Wealth, LLC5,772$1.67M1.53%+29413F-HRTimeline
Sulzberger Capital Advisors, Inc.5,772$1.67M1.96%-26213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,770$1.67M0.52%+4713F-HRTimeline
RAINIER FAMILY WEALTH INC5,762$1.67M1.67%-19313F-HRTimeline
Unified Investment Management5,748$1.67M1.79%+20313F-HRTimeline
MCDANIEL TERRY & CO5,745$1.67M0.14%-42113F-HRTimeline
Black Swift Group, LLC5,740$1.66M0.34%-1913F-HRTimeline
BXM Wealth LLC5,731$1.66M1.97%-21413F-HRTimeline
Rosenberg Matthew Hamilton5,714$1.66M0.39%-22713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,701$1.65M0.32%-30413F-HRTimeline
Philip James Wealth Mangement, LLC5,697$1.65M0.21%-40813F-HRTimeline
WealthTrust Axiom LLC5,680$1.65M0.48%013F-HRTimeline
RMR Capital Management, LLC5,677$1.65M1.18%-3,00213F-HRTimeline
HALL LAURIE J TRUSTEE5,665$1.64M0.54%-2513F-HRTimeline
Evanson Asset Management, LLC5,661$1.64M0.1%+1,25913F-HRTimeline
Sendero Wealth Management, LLC5,659$1.64M0.2%+5713F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…5,653$1.64M0.47%+6113F-HRTimeline
Carrera Capital Advisors5,648$1.64M0.33%-18313F-HRTimeline
BARINGS LLCin group BARINGS LLC5,643$1.64M0.04%+4,13213F-HRTimelineGroup
Brave Warrior Advisors, LLC5,643$1.64M0.04%013F-HRTimeline
Impact Partnership Wealth, LLC5,636$1.63M0.3%new13F-HRTimeline
Womack Financial LLC5,634$1.63M1.36%-47013F-HR/ATimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…5,634$1.63M1.27%+72613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,622$1.63M0.11%+74613F-HR/ATimeline
Triton Financial Group Inc5,621$1.63M1.18%13F-HRTimeline
Gateway Wealth Partners, LLC5,618$1.63M0.31%+28513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,608$1.63M1.18%-8013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,603$1.62M0.55%+10713F-HRTimeline
AMERIFLEX GROUP, INC.5,620$1.62M0.85%-1,87913F-HRTimeline
AlphaQuest LLC5,595$1.62M0.16%-3813F-HRTimeline
Almanack Investment Partners, LLC.5,592$1.62M0.26%+56313F-HRTimeline
Manske Wealth Management5,574$1.62M0.53%+20413F-HRTimeline
Horan Securities, Inc.5,567$1.61M0.57%+73513F-HRTimeline
Wilkins Miller Wealth Management, LLC5,566$1.61M1.1%-16813F-HRTimeline
Creekmur Asset Management LLC5,559$1.61M0.28%+1,69013F-HRTimeline
Financial Council, LLC5,556$1.61M0.78%013F-HRTimeline
Yoffe Investment Management, LLC5,555$1.61M2.2%+713F-HRTimeline
Copperleaf Capital, LLC5,553$1.61M0.81%+66413F-HRTimeline
Burt Wealth Advisors5,551$1.61M0.37%013F-HRTimeline
Oliver Luxxe Assets LLC5,550$1.61M0.29%+13913F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC5,549$1.61M0.3%-6,30113F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC5,544$1.61M0.79%+84013F-HRTimeline
Northstar Group, Inc.5,538$1.61M0.25%+13613F-HRTimeline
All Terrain Financial Advisors, LLC5,536$1.6M0.58%+1113F-HRTimeline
May Hill Capital, LLC5,530$1.6M0.53%+37013F-HRTimeline
Novak & Powell Financial Services, Inc.5,520$1.6M1.11%-28013F-HRTimeline
Private Wealth Advisors, LLC5,519$1.6M0.63%+913F-HRTimeline
Financial Partners Group, Inc5,518$1.6M0.22%+6913F-HRTimeline
Baring Financial LLC5,514$1.6M1.19%-4213F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,513$1.6M0.14%+413F-HRTimeline
Clifford Group, LLC5,512$1.6M1.31%-22513F-HRTimeline
Clarus Group, Inc.5,506$1.6M0.59%-8213F-HRTimeline
Central Asset Investments & Management …5,498$1.59M1.35%new13F-HRTimeline
First Bancorp, Inc /ME/5,492$1.59M0.91%+40213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,489$1.59M0.18%+113F-HRTimeline
Cassia Capital Partners, LLC5,487$1.59M0.96%+1013F-HRTimeline
O'Neil Global Advisors, Inc.5,484$1.59M0.37%new13F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,476$1.59M0.11%-93,88413F-HRTimelineGroup
PUREfi Wealth, LLC5,472$1.59M1.27%+63813F-HRTimeline
Spartan Planning & Wealth Management5,456$1.58M1.35%-8213F-HRTimeline
Sage Investment Counsel LLC5,452$1.58M1.83%013F-HRTimeline
Centurion Wealth Management LLC5,437$1.58M0.45%-5513F-HRTimeline
Abel Hall, LLC5,435$1.58M0.73%+1,55113F-HRTimeline
Cravens & Co Advisors, LLC5,431$1.57M1.17%+213F-HRTimeline
DELPHI MANAGEMENT INC /MA/5,426$1.57M1.52%-28313F-HRTimeline
Eagle Strategies LLC5,425$1.57M0.24%-3513F-HRTimeline
Meridian Wealth Partners, LLC5,417$1.57M0.23%+2,22913F-HRTimeline
Legacy Financial Strategies, LLC5,416$1.57M0.31%+1,95713F-HRTimeline
Peak Retirement Planning, Inc.5,402$1.57M0.63%+1,50613F-HRTimeline
Fairvoy Private Wealth, LLC5,389$1.56M0.39%+67613F-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