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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,080 managers (5,157 13F filers) reported a position in JPM shares at 2025-12-31, 1,989,062,074 shares in all. 117 filers opened a position and 87 filers sold out during the quarter.

Managers
5,080
13F filers
5,157
New
117
Added
1,970
Reduced
2,154
Sold out
87
Shares held by filers
1,989,062,074

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PROMETHIUM ADVISORS,LLC7,359$2.37M1.28%-15513F-HRTimeline
JMAC ENTERPRISES LLC7,356$2.37M0.45%-70013F-HRTimeline
Regent Peak Wealth Advisors LLC7,351$2.37M0.47%-2913F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC7,349$2.37M1.56%013F-HRTimeline
QTR Family Wealth, LLC7,437$2.37M1.04%+12713F-HRTimeline
Kingdom Financial Group LLC.7,324$2.36M0.73%+2,66013F-HRTimeline
Sovereign Financial Group, Inc.7,316$2.36M0.42%+19913F-HRTimeline
STANCE CAPITAL LLC7,315$2.36M0.87%+2,82413F-HRTimeline
McLean Asset Management Corp7,656$2.36M0.42%+10013F-HRTimeline
SJS Investment Consulting Inc.7,314$2.36M0.3%+13113F-HRTimeline
Hendershot Investments Inc.7,313$2.36M0.3%-63213F-HRTimeline
Balance Wealth Partners LLC7,305$2.35M0.76%+3,21713F-HRTimeline
Cladis Investment Advisory, LLC7,303$2.35M1.29%013F-HRTimeline
Heartwood Wealth Advisors LLC7,298$2.35M0.22%+313F-HRTimeline
Meadowbrook Wealth Management, LLC7,298$2.35M2.68%+15213F-HRTimeline
Omnia Family Wealth, LLC7,297$2.35M0.69%013F-HRTimeline
Oak Barrel Wealth Advisory LLC7,292$2.35M1.4%13F-HRTimeline
Elevated Capital Advisors, LLC7,288$2.35M0.55%+1,03113F-HRTimeline
ABLE Financial Group, LLC7,282$2.35M0.48%-34513F-HRTimeline
Solidarity Wealth, LLC7,268$2.34M0.48%+913F-HRTimeline
CoreFirst Bank & Trust7,262$2.34M1.27%-21513F-HRTimeline
Thrive Wealth Management, LLC7,251$2.34M0.34%+24013F-HRTimeline
HBW ADVISORY SERVICES LLC7,244$2.33M0.25%-1,04213F-HRTimeline
Fortis Group Advisors, LLC7,582$2.33M0.39%-30013F-HRTimeline
Sterling Wealth Management, Inc.7,229$2.33M0.66%+64513F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY7,221$2.33M0.07%-153,72613F-HRTimeline
SUTTON PLACE INVESTORS LLC7,214$2.32M1.28%+11913F-HRTimeline
Westside Investment Management, Inc.7,181$2.32M0.37%-12413F-HRTimeline
Richard P Slaughter Associates Inc7,187$2.32M0.49%-34113F-HRTimeline
China Universal Asset Management Co., L…7,169$2.31M0.18%+7913F-HRTimeline
Alhambra Investment Management LLC7,169$2.31M1.07%-16613F-HRTimeline
Adelphi Trust Co7,149$2.3M1.88%13F-HRTimeline
Navis Wealth Advisors, LLC7,141$2.3M0.97%+99813F-HRTimeline
Berry Wealth Group, LP7,124$2.3M8.06%-38213F-HRTimeline
Trilogy Capital Inc.7,122$2.29M0.1%-6413F-HRTimeline
O'Domhnaill Enterprises, Inc.7,114$2.29M2.15%13F-HRTimeline
Orca Investment Management, LLC7,111$2.29M1.8%+1813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.7,110$2.29M1.36%+40213F-HRTimeline
Curtis Advisory Group, LLC7,100$2.29M0.48%+3,30013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…7,080$2.28M1.46%-413F-HRTimeline
Weaver C. Barksdale & Associates, Inc.7,075$2.28M2.39%-60413F-HRTimeline
McIlrath & Eck, LLC7,068$2.28M0.21%+34713F-HRTimeline
Armbruster Capital Management, Inc.7,064$2.28M0.38%013F-HRTimeline
Bullock Wealth Management Group7,060$2.27M1.11%+3813F-HRTimeline
Edgemoor Investment Advisors, Inc.7,046$2.27M0.18%-1,53713F-HRTimeline
Veracity Capital LLC7,039$2.27M0.67%-7213F-HRTimeline
Tortuga Wealth Management, Inc7,022$2.26M2.38%13F-HRTimeline
Ruffer LLP7,000$2.26M0.1%013F-HRTimeline
Talisman Wealth Advisors LLC7,000$2.26M1.76%-5413F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC7,000$2.26M1.26%-113F-HRTimeline
Buckland Partners Management Co LLC7,000$2.26M1.25%13F-HRTimeline
SC&H Financial Advisors, Inc.6,995$2.25M0.35%+7113F-HRTimeline
Providence First Trust Co6,977$2.25M0.78%-4,36013F-HRTimeline
Phillips Wealth Planners LLC7,441$2.25M1.8%+15613F-HRTimeline
Sivia Capital Partners, LLC6,973$2.25M0.45%-35613F-HRTimeline
New Millennium Group LLC6,934$2.23M0.97%+90213F-HRTimeline
DELTEC ASSET MANAGEMENT LLC6,925$2.23M0.37%013F-HRTimeline
Cascades Capital Asset Management, LLC6,924$2.23M0.93%+44713F-HRTimeline
Westfuller Advisors, LLC6,910$2.23M0.9%+13413F-HRTimeline
RAINIER FAMILY WEALTH INC6,908$2.23M1.68%+1,66613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC6,880$2.22M0.78%+10913F-HRTimeline
Oslo Pensjonsforsikring AS6,872$2.21M0.33%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,866$2.21M1.2%-1,03713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,865$2.21M0.24%-5013F-HRTimeline
Fairscale Capital, LLC6,864$2.21M1.47%-813F-HRTimeline
Topsail Wealth Management, LLC6,856$2.21M0.32%+63313F-HRTimeline
Traveka Wealth, LLC6,845$2.21M0.9%+513F-HRTimeline
PATRON PARTNERS, LLC6,844$2.21M0.98%+13413F-HRTimeline
Coquina Private Wealth LLC6,842$2.2M1.77%13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV6,834$2.2M0.08%-85713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6,827$2.2M0.18%-34313F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC6,827$2.2M0.88%+313F-HRTimeline
Riverbend Wealth Management, LLC6,819$2.2M1.38%+29613F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC6,800$2.19M0.58%013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,792$2.19M0.07%+22713F-HRTimelineGroup
Jefferson Bridge Capital, LLC6,785$2.19M2.2%13F-HRTimeline
Realta Investment Advisors6,768$2.18M0.72%+16513F-HRTimeline
Menard Financial Group LLC6,757$2.18M1.49%+4413F-HRTimeline
Root Financial Partners, LLC6,752$2.18M0.11%+16313F-HRTimeline
Centurion Wealth Management LLC6,751$2.18M0.48%+8613F-HRTimeline
Shepherd Street Advisors LLC6,743$2.17M2.08%13F-HRTimeline
Carr Financial Group Corp6,714$2.16M0.58%-8913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…6,703$2.16M0.24%-25013F-HR/ATimelineGroup
Galaxy Digital Capital Management GP LLCin group Galaxy Group Investments LLC6,693$2.16M2.71%-4,14213F-HRTimelineGroup
Gateway Wealth Partners, LLC6,689$2.16M0.24%+24913F-HRTimeline
Cynosure Group, LLC6,684$2.15M0.22%-6,01813F-HRTimeline
TFR Capital, LLC.6,675$2.15M0.71%-6913F-HRTimeline
WINCAP FINANCIAL LLC6,671$2.15M1.48%+6413F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV6,591$2.14M1.8%-80113F-HRTimeline
Aspen Grove Capital, LLC6,649$2.14M0.37%-9013F-HRTimeline
Argyle Capital Partners, LLC6,635$2.14M1.56%-26213F-HRTimeline
Palogic Value Management, L.P.6,624$2.13M0.92%013F-HRTimeline
Hickory Point Bank & Trust6,623$2.13M1.55%+1513F-HRTimeline
TFC Financial Management, Inc.6,622$2.13M0.27%-30013F-HRTimeline
Cornerstone Planning Group LLC7,092$2.13M0.33%-64113F-HRTimeline
Pflug Koory, LLC6,618$2.13M0.99%-8013F-HRTimeline
CHRISTINE MESSMER PC6,616$2.13M1.39%13F-HRTimeline
Finward Bancorp6,609$2.13M1.65%-6513F-HRTimeline
Calydon Capital6,607$2.13M0.36%-70813F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC6,600$2.13M0.65%+29113F-HRTimeline
TLWM6,596$2.13M0.39%-1,95913F-HRTimeline
Altus Wealth Group LLC6,595$2.13M0.85%-44013F-HRTimeline
Montis Financial, LLC6,577$2.12M0.42%+46913F-HRTimeline
Momentum Wealth Planning, LLC6,565$2.12M1.65%-1,08813F-HRTimeline
Colonial River Investments, LLC6,562$2.11M0.75%-35013F-HRTimeline
Tandem Investment Partners LLC6,545$2.11M1.78%-1,16113F-HRTimeline
Towne Trust Company, N.A6,543$2.11M0.66%+1,22613F-HRTimeline
RFP Financial Group LLC6,536$2.11M1.01%-36213F-HRTimeline
Unique Wealth Strategies, LLC6,535$2.11M0.83%-52613F-HRTimeline
Corsicana & Co.6,516$2.1M1.18%-13013F-HRTimeline
MinichMacGregor Wealth Management, LLC6,496$2.09M0.38%+38013F-HRTimeline
Sippican Capital Advisors6,490$2.09M1.34%-39213F-HRTimeline
Viewpoint Capital Management LLC6,480$2.09M0.9%-17513F-HRTimeline
Fielder Capital Group LLC6,477$2.09M0.44%-96913F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.6,477$2.09M0.76%-7113F-HRTimeline
Vantage Financial Partners, LLC6,454$2.08M0.42%+1113F-HRTimeline
Requisite Capital Management, LLC6,448$2.08M0.39%+1,09313F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC6,442$2.08M0.68%+1,16913F-HRTimeline
Wiser Advisor Group LLC6,436$2.07M2.37%+6913F-HRTimeline
ARWA LLC6,436$2.07M1.21%13F-HRTimeline
McNaughton Wealth Management, LLC6,435$2.07M0.85%+28513F-HRTimeline
SEEDS INVESTOR LLC6,433$2.07M0.4%+28813F-HRTimeline
Disciplined Investors, L.L.C.6,432$2.07M1.36%-2113F-HRTimeline
LVZ, Inc.6,427$2.07M0.23%-1,59413F-HR/ATimeline
Baron Wealth Management LLC6,418$2.07M0.64%+9213F-HRTimeline
Fjell Capital, LLC6,409$2.07M1.58%+31013F-HRTimeline
Symphony Financial Services, Inc.6,408$2.06M1.06%+313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,400$2.06M0.13%+21713F-HRTimeline
GWN SECURITIES INC.6,393$2.06M0.42%+33213F-HRTimeline
Solstein Capital, LLC6,393$2.06M0.83%-12013F-HRTimeline
Miller Capital Partners, Inc.6,392$2.06M1.05%13F-HRTimeline
Nabity-Jensen Investment Management Inc6,392$2.06M1.39%-85813F-HRTimeline
Sunflower Bank, N.A.6,388$2.06M0.52%-3513F-HRTimeline
LeClair Wealth Partners LLC6,387$2.06M1.19%+7613F-HRTimeline
Measured Wealth Private Client Group, L…6,383$2.06M0.54%-43913F-HRTimeline
Frazier Financial Advisors, LLC6,375$2.05M1.22%+4413F-HRTimeline
Evolution Wealth Advisors, LLC6,365$2.05M0.21%-13313F-HRTimeline
Sunburst Financial Group, LLC6,358$2.05M0.41%+20513F-HRTimeline
Raleigh Capital Management Inc.6,355$2.05M0.74%-58313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,354$2.05M0.2%+2,04113F-HRTimeline
D'Orazio & Associates, Inc.6,354$2.05M0.26%+10213F-HRTimeline
BXM Wealth LLC57,907$2.05M1.58%+51,15613F-HRTimeline
RENASANT BANK6,344$2.04M1.39%-82313F-HRTimeline
Granite Harbor Advisors, Inc.6,341$2.04M0.86%+18213F-HRTimeline
Powers Advisory Group, LLC6,332$2.04M0.77%+2213F-HRTimeline
Investment Research Partners LLC6,306$2.03M0.87%+13113F-HRTimeline
Crew Capital Management, Ltd6,297$2.03M1.28%+10013F-HRTimeline
Capital Square, LLC6,295$2.03M1.03%-13913F-HRTimeline
Berman McAleer LLC6,295$2.03M0.28%+19113F-HRTimeline
Hamrick Investment Counsel, llc6,293$2.03M1.51%13F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC6,289$2.03M1.13%-5013F-HRTimeline
Curated Wealth Partners LLC6,288$2.03M0.22%+2,10213F-HRTimeline
Knollwood Investment Advisory, LLC6,273$2.02M0.19%013F-HRTimeline
Spartan Planning & Wealth Management6,259$2.02M1.49%+79513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,259$2.02M0.38%+17613F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,251$2.01M1.74%13F-HRTimeline
Sun Financial Inc6,245$2.01M1.12%13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,241$2.01M0.24%+10313F-HRTimeline
GROUP ONE TRADING LLC6,221$2M0.06%new13F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC6,260$2M1.85%13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,202$2M0.57%+51613F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…6,202$2M0.95%-25313F-HRTimeline
Peoples Bank/KS6,195$2M2.01%-24813F-HRTimeline
St. Clair Advisors, LLC6,191$1.99M0.51%013F-HRTimeline
Oldfather Financial Services, LLC6,168$1.99M0.59%+78413F-HRTimeline
Richard W. Paul & Associates, LLC6,157$1.98M0.66%-13613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC6,154$1.98M0.98%+3913F-HRTimeline
JM2 Capital Inc.6,147$1.98M1.59%13F-HRTimeline
BLUE JEAN FINANCIAL LLC6,128$1.97M1.6%13F-HRTimeline
PROFFITT & GOODSON INC6,125$1.97M0.28%-1,54013F-HRTimeline
Driehaus Capital Management LLC6,113$1.97M0.01%-44613F-HRTimeline
Sentry LLC6,101$1.97M0.54%013F-HRTimeline
Northern Financial Advisors Inc6,098$1.96M2.25%-6,17913F-HRTimeline
Keebeck Wealth Management6,081$1.96M0.23%+85513F-HRTimeline
HMV Wealth Advisors, LLC6,080$1.96M0.98%013F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP6,075$1.96M0.05%013F-HRTimeline
Nadler Financial Group, Inc.6,072$1.96M0.18%013F-HRTimeline
Vantus Wealth LLC6,050$1.95M1.44%13F-HRTimeline
Bay Rivers Group6,044$1.95M0.79%-2413F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC6,042$1.95M0.02%new13F-HRTimelineGroup
Sandbox Financial Partners, LLC6,039$1.95M0.54%-1413F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL6,035$1.94M0.86%-35013F-HRTimeline
BIT Capital GmbH6,034$1.94M0.08%-39513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC6,018$1.94M0.89%13F-HRTimeline
Garde Capital, Inc.6,016$1.94M0.11%+98113F-HRTimeline
Delta Global Management LP6,010$1.94M0.14%+9013F-HR/ATimeline
ARK & TLK INVESTMENTS, LLC6,005$1.93M0.53%013F-HRTimeline
Diligent Investors, LLC6,005$1.93M0.48%-7113F-HRTimeline
Crumly & Associates Inc.6,002$1.93M0.41%+3213F-HRTimeline
Sassicaia Capital Advisers LLC6,000$1.93M4.23%new13F-HRTimeline
BCS Wealth Management5,998$1.93M0.2%+3,82213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.5,991$1.93M1.07%-12413F-HRTimeline
WELLINGTON-ALTUS USA INC.5,984$1.93M1.43%13F-HRTimeline
Accuvest Global Advisors5,983$1.93M1.42%-81713F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,976$1.93M0.87%+1013F-HRTimeline
AGH Wealth Advisors, LLC5,971$1.92M1.45%-75513F-HRTimeline
Alpha Family Trustin group Alpha Family Trust5,950$1.92M0.87%013F-HRTimelineGroup
Verum Partners LLC5,948$1.92M0.39%-1413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,942$1.91M0.19%-7613F-HRTimeline
HARRIS ASSOCIATES L P5,935$1.91M<0.01%+23013F-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