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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,695 managers (4,764 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,722,398 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers
4,695
13F filers
4,764
New
126
Added
1,948
Reduced
2,122
Sold out
99
Shares held by filers
1,960,722,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Keyes, Stange & Wooten Wealth Managemen…6,455$2.04M0.99%-17013F-HRTimeline
Disciplined Investors, L.L.C.6,453$2.04M1.45%-9113F-HRTimeline
LaSalle St. Investment Advisors, LLC6,450$2.03M0.36%+14513F-HRTimeline
Peoples Bank/KS6,443$2.03M2.02%-5,94413F-HRTimeline
Vantage Financial Partners, LLC6,443$2.03M0.43%-1113F-HRTimeline
Gilman Hill Asset Management, LLC6,442$2.03M0.32%-2013F-HRTimeline
Gateway Wealth Partners, LLC6,440$2.03M0.27%+82213F-HRTimeline
Capital Square, LLC6,434$2.03M1.03%-21213F-HRTimeline
BIT Capital GmbH6,429$2.03M0.09%+2,08313F-HRTimeline
Sunflower Bank, N.A.6,423$2.03M0.49%-19713F-HRTimeline
Symphony Financial Services, Inc.6,405$2.02M1.09%-3513F-HRTimeline
AllSquare Wealth Management LLC6,391$2.02M1.06%-2513F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL6,385$2.01M0.93%-1,35013F-HRTimeline
Birchcreek Wealth Management, LLC6,381$2.01M1.04%-42013F-HRTimeline
Trust Co of the South6,372$2.01M0.33%+14013F-HRTimeline
Westerkirk Capital Inc.6,371$2.01M0.23%013F-HRTimeline
Wiser Advisor Group LLC6,367$2.01M2.5%+17513F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC6,339$2M1.21%-2013F-HRTimeline
Frazier Financial Advisors, LLC6,331$2M1.23%-8313F-HRTimeline
Baron Wealth Management LLC6,326$2M0.66%+17213F-HRTimeline
LRT Capital Management, LLC6,326$2M1.32%new13F-HRTimeline
Evernest Financial Advisors, LLC6,321$1.99M0.56%+3813F-HRTimeline
Plan Group Financial, LLC6,318$1.99M0.54%+94113F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC6,312$1.99M0.08%013F-HRTimelineGroup
LeClair Wealth Partners LLC6,311$1.99M1.24%-1,17913F-HRTimeline
Powers Advisory Group, LLC6,310$1.99M0.79%+6413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC6,309$1.99M0.67%-15513F-HRTimeline
AMERIFLEX GROUP, INC.6,306$1.99M0.75%+68613F-HRTimeline
Richard W. Paul & Associates, LLC6,293$1.98M0.68%-14513F-HRTimeline
Activest Wealth Management6,277$1.98M0.4%+1,25613F-HRTimeline
Knollwood Investment Advisory, LLC6,273$1.98M0.18%-3713F-HRTimeline
Davis Investment Partners, LLC6,358$1.98M0.67%013F-HRTimeline
Elevated Capital Advisors, LLC6,257$1.97M0.49%+77613F-HRTimeline
GenTrust, LLC6,254$1.97M0.09%-94013F-HRTimeline
Quantum Financial Advisors, LLC6,253$1.97M0.24%013F-HRTimeline
D'Orazio & Associates, Inc.6,252$1.97M0.26%+10513F-HRTimeline
Topsail Wealth Management, LLC6,223$1.96M0.33%+20813F-HRTimeline
Crew Capital Management, Ltd6,197$1.95M1.31%013F-HRTimeline
St. Clair Advisors, LLC6,191$1.95M0.52%+3113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,183$1.95M0.13%-1413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,178$1.95M0.11%+55613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,163$1.94M0.05%+1,06513F-HRTimeline
Granite Harbor Advisors, Inc.6,159$1.94M0.82%+18013F-HRTimeline
Sunburst Financial Group, LLC6,153$1.94M0.41%+12313F-HRTimeline
McNaughton Wealth Management, LLC6,150$1.94M0.82%-15513F-HRTimeline
ADVISORY RESEARCH INC6,147$1.94M0.25%-72513F-HRTimeline
SEEDS INVESTOR LLC6,145$1.94M0.41%+1,00113F-HRTimeline
Navis Wealth Advisors, LLC6,143$1.94M1.46%+1,53713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,138$1.94M0.24%+7413F-HRTimeline
MinichMacGregor Wealth Management, LLC6,116$1.93M0.38%+76113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC6,115$1.93M1.06%+27513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,115$1.93M1.12%-62013F-HRTimeline
GWN SECURITIES INC.6,061$1.93M0.45%-4,69713F-HRTimeline
Montis Financial, LLC6,108$1.93M0.44%+2,87513F-HRTimeline
Berman McAleer LLC6,104$1.93M0.27%13F-HRTimeline
Sentry LLC6,101$1.92M0.48%013F-HRTimeline
Fjell Capital, LLC6,099$1.92M1.69%+9613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,083$1.92M0.27%+1,63213F-HRTimeline
HMV Wealth Advisors, LLC6,080$1.92M1.05%-17513F-HRTimeline
Diligent Investors, LLC6,076$1.92M0.48%-4,83113F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP6,075$1.92M0.05%013F-HRTimeline
Nadler Financial Group, Inc.6,072$1.92M0.18%+27613F-HRTimeline
Bay Rivers Group6,068$1.91M0.81%-6513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,061$1.91M0.6%-28613F-HRTimeline
Marshall Financial Group, LLC6,055$1.91M0.37%-24413F-HRTimeline
Sandbox Financial Partners, LLC6,053$1.91M0.55%+5913F-HRTimeline
New Millennium Group LLC6,032$1.9M0.87%+1,08513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,018$1.9M0.2%+52913F-HRTimeline
Donald L. Hagan, LLC6,017$1.9M0.93%-17213F-HRTimeline
Cassia Capital Partners, LLC6,012$1.9M1.04%+52513F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,005$1.89M0.6%013F-HRTimeline
HENNESSY ADVISORS INC6,000$1.89M0.07%013F-HRTimeline
Facet Wealth, Inc.5,998$1.89M0.04%+93813F-HRTimeline
Financial Partners Group, Inc5,989$1.89M0.24%+47113F-HRTimeline
Investment Research Partners LLC6,175$1.89M0.85%13F-HRTimeline
Olistico Wealth, LLC5,972$1.88M1%-1513F-HRTimeline
Crumly & Associates Inc.5,970$1.88M0.41%-7013F-HRTimeline
Legacy Capital Wealth Partners, LLC5,968$1.88M0.41%-29213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,966$1.88M0.89%-15613F-HRTimeline
Verum Partners LLC5,962$1.88M0.4%-46813F-HRTimeline
Alpha Family Trustin group Alpha Family Trust5,950$1.88M0.88%013F-HRTimelineGroup
Sepio Capital, LP5,932$1.87M0.11%+3,87713F-HRTimeline
Delta Global Management LP5,920$1.87M0.14%new13F-HRTimeline
Lion Street Advisors, LLC10,991$1.87M0.65%+3,03513F-HRTimeline
Bridgewealth Advisory Group, LLC5,920$1.87M0.43%+4113F-HRTimeline
Investment Partners Asset Management, I…5,917$1.87M1.23%-9213F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.5,917$1.87M0.22%-2513F-HRTimeline
Hurley Capital, LLC5,903$1.86M1.05%-3313F-HRTimeline
Aspire Private Capital, LLC5,901$1.86M0.41%+11613F-HR/ATimeline
GOULD ASSET MANAGEMENT LLC /CA/5,888$1.86M0.34%+18713F-HRTimeline
Tennessee Valley Asset Management Partn…5,864$1.85M0.25%new13F-HRTimeline
PBMares Wealth Management LLC5,861$1.85M0.3%+113F-HRTimeline
WJ Financial Advisors LLC5,857$1.85M1.79%13F-HRTimeline
NFSG Corp5,856$1.85M0.28%-3,46713F-HRTimeline
Barden Capital Management, Inc.5,851$1.85M1.53%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,850$1.85M0.53%+8013F-HRTimeline
CORDA Investment Management, LLC.5,837$1.84M0.13%-20613F-HRTimeline
Werba Rubin Papier Wealth Management5,821$1.84M0.3%+74313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,814$1.83M0.09%013F-HRTimeline
Triton Financial Group Inc5,799$1.83M1.23%+17813F-HRTimeline
Capital Investment Counsel, Inc5,798$1.83M0.22%-3513F-HRTimeline
Shakespeare Wealth Management, LLC5,798$1.83M0.42%+2313F-HRTimeline
Brucke Financial, Inc.5,878$1.83M1.07%-1,49513F-HRTimeline
MOLLER WEALTH PARTNERS5,793$1.83M0.38%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,776$1.82M1.21%-1113F-HRTimeline
Carrera Capital Advisors5,769$1.82M0.33%+12113F-HRTimeline
Kercheville Advisors, LLC5,765$1.82M0.55%-3,30013F-HRTimeline
STAR Financial Bank5,763$1.82M1.08%+39713F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,749$1.81M0.79%-1,63713F-HRTimeline
First Bancorp, Inc /ME/5,732$1.81M0.96%+24013F-HRTimeline
BARINGS LLCin group BARINGS LLC5,713$1.8M0.03%+7013F-HRTimelineGroup
PUREfi Wealth, LLC5,708$1.8M1.39%+23613F-HRTimeline
HARRIS ASSOCIATES L P5,705$1.8M<0.01%-9913F-HRTimeline
Petros Family Wealth, LLC5,696$1.8M1.5%-7613F-HRTimeline
May Hill Capital, LLC5,688$1.79M0.53%+15813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,686$1.79M0.55%+8313F-HRTimeline
WealthTrust Axiom LLC5,681$1.79M0.48%+113F-HRTimeline
RMR Capital Management, LLC5,677$1.79M1.25%013F-HRTimeline
Lord & Richards Wealth Management, LLC5,676$1.79M1.64%+36113F-HRTimeline
BayBridge Capital Group, LLC5,672$1.79M1.14%-66013F-HRTimeline
Novak & Powell Financial Services, Inc.5,670$1.79M0.94%+15013F-HRTimeline
Rosenberg Matthew Hamilton5,662$1.79M0.39%-5213F-HRTimeline
FIDELITY D & D BANCORP INC5,659$1.79M0.98%-12113F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,652$1.78M0.46%-113F-HRTimeline
MANCHESTER FINANCIAL INC5,649$1.78M0.36%+94713F-HRTimeline
Brave Warrior Advisors, LLC5,643$1.78M0.04%013F-HRTimeline
Unified Investment Management5,635$1.78M1.77%-11313F-HRTimeline
Sendero Wealth Management, LLC5,634$1.78M0.21%-2513F-HRTimeline
Oliver Luxxe Assets LLC5,626$1.77M0.28%+7613F-HRTimeline
Legacy Financial Strategies, LLC5,623$1.77M0.32%+20713F-HRTimeline
Texas Capital Bancshares Inc/TX5,622$1.77M0.7%-2,93713F-HRTimeline
M.E. ALLISON & CO., INC.5,619$1.77M1.23%-46113F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…5,612$1.77M0.71%-46613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,597$1.77M1.2%-1113F-HRTimeline
Wilkins Miller Wealth Management, LLC5,596$1.77M1.09%+3013F-HRTimeline
Gibbs Wealth Management5,589$1.76M0.4%-1,84813F-HRTimeline
Silver Grove Financial Group, Inc.5,581$1.76M1.67%13F-HRTimeline
Old North State Trust, LLC5,581$1.76M1.07%+1,06613F-HRTimeline
HALL LAURIE J TRUSTEE5,575$1.76M0.57%-9013F-HRTimeline
Financial Council, LLC5,571$1.76M0.78%+1513F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…5,570$1.76M0.93%-28013F-HRTimelineGroup
O'Neil Global Advisors, Inc.5,566$1.76M0.32%+8213F-HRTimeline
Yoffe Investment Management, LLC5,560$1.75M2.28%+513F-HRTimeline
Syverson Strege & Co5,550$1.75M0.42%-75113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO12,069$1.75M0.19%+9,24313F-HRTimeline
Manske Wealth Management5,546$1.75M0.54%-2813F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,539$1.75M0.13%+2613F-HRTimeline
Northstar Group, Inc.5,520$1.74M0.25%-1813F-HRTimeline
Rossby Financial, LCC5,599$1.74M0.58%+70413F-HRTimeline
FINANCIAL CONSULATE, INC5,511$1.74M0.25%new13F-HRTimeline
Private Wealth Advisors, LLC5,509$1.74M0.65%-1013F-HRTimeline
BOCHK Asset Management Ltd5,500$1.73M0.46%+2,50013F-HRTimeline
Baring Financial LLC5,490$1.73M1.18%-2413F-HRTimeline
Burt Wealth Advisors5,487$1.73M0.42%-6413F-HRTimeline
PKS Advisory Services, LLC5,478$1.73M0.36%+11313F-HRTimeline
Hutchinson Financial Advisors, INC5,478$1.73M1.7%+12713F-HRTimeline
COOKE & BIELER LP5,475$1.73M0.02%-166,83613F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC5,471$1.73M1.42%13F-HRTimeline
Spartan Planning & Wealth Management5,464$1.72M1.35%+813F-HRTimeline
Eagle Strategies LLC5,449$1.72M0.23%+2413F-HRTimeline
AJ Advisors, LLC5,447$1.72M0.7%-85413F-HRTimeline
Heck Capital Advisors, LLC5,443$1.72M0.13%-61713F-HRTimeline
Sage Investment Counsel LLC5,442$1.72M1.9%-1013F-HRTimeline
Jacobsen Capital Management5,440$1.72M0.58%+12813F-HRTimeline
Future Fund LLC5,421$1.71M0.6%+1,08513F-HRTimeline
Cravens & Co Advisors, LLC5,414$1.71M1.17%-1713F-HRTimeline
Grant Street Asset Management, Inc.5,410$1.71M0.36%+5513F-HRTimeline
waypoint wealth counsel5,405$1.7M0.67%-76413F-HRTimeline
ROGCO, LP5,400$1.7M0.6%-66113F-HRTimeline
LWM Advisory Services, LLC5,405$1.7M0.99%+13613F-HRTimeline
Oldfather Financial Services, LLC5,384$1.7M0.53%+3513F-HRTimeline
Central Asset Investments & Management …5,379$1.7M1.17%-11913F-HRTimeline
Legal Advantage Investments, Inc.5,378$1.7M0.76%013F-HRTimeline
Schonfeld Strategic Advisors LLC5,372$1.69M0.01%-13,10213F-HRTimeline
Garden State Investment Advisory Servic…5,356$1.69M0.43%+1213F-HRTimeline
New World Advisors LLC5,360$1.69M0.31%+91913F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC5,358$1.69M0.49%+1713F-HRTimeline
Requisite Capital Management, LLC5,355$1.69M0.28%+92213F-HRTimeline
GERBER, LLC5,354$1.69M1.06%+413F-HRTimeline
Clifford Group, LLC5,353$1.69M1.32%-15913F-HRTimeline
Abel Hall, LLC5,331$1.68M0.68%-10413F-HRTimeline
Clarus Group, Inc.5,324$1.68M0.58%-18213F-HRTimeline
Towne Trust Company, N.A5,317$1.68M0.54%+84013F-HRTimeline
Costello Asset Management, INC5,313$1.68M0.56%-2213F-HRTimeline
Philip James Wealth Mangement, LLC5,309$1.67M0.2%-38813F-HRTimeline
EWA, LLC5,307$1.67M0.46%+17813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,305$1.67M0.67%-613F-HRTimeline
Truvestments Capital LLC5,303$1.67M0.3%+26413F-HRTimeline
Councilmark Asset Management, LLC5,293$1.67M0.96%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…5,459$1.67M1.25%-17513F-HRTimeline
Trek Financial, LLC5,286$1.67M0.1%+39513F-HRTimeline
Centerpoint Advisors, LLC5,283$1.67M0.52%+10513F-HRTimeline
Latitude Advisors, LLC5,279$1.67M0.76%+13113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,273$1.66M0.61%+5013F-HRTimeline
Sulzberger Capital Advisors, Inc.5,272$1.66M1.85%-50013F-HRTimeline
KilterHowling LLC5,268$1.66M0.93%+5313F-HRTimeline
Hofer & Associates. Inc5,263$1.66M0.95%+2813F-HRTimeline
Portland Global Advisors LLC5,262$1.66M0.19%+6113F-HRTimeline
AMI ASSET MANAGEMENT CORP5,261$1.66M0.09%-2813F-HRTimeline
RAINIER FAMILY WEALTH INC5,242$1.65M1.47%-52013F-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