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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,022 managers (5,106 13F filers) reported a position in JPM shares at 2026-03-31, 1,950,352,505 shares in all. 124 filers opened a position and 177 filers sold out during the quarter.

Managers
5,022
13F filers
5,106
New
124
Added
2,136
Reduced
2,294
Sold out
177
Shares held by filers
1,950,352,505

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ATTICUS WEALTH MANAGEMENT, LLC7,413$2.18M0.59%-40913F-HRTimeline
CPA Asset Management Group, LLC7,403$2.18M0.73%-2,00013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,401$2.18M0.99%-11313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.7,400$2.18M1.27%+29013F-HRTimeline
Phillips Wealth Planners LLC7,241$2.17M1.63%-20013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP7,405$2.17M1.3%-32513F-HRTimelineGroup
Altman Advisors, Inc.7,374$2.17M0.9%-1,66713F-HRTimeline
Moment Partners, LLC7,367$2.17M0.39%-13213F-HRTimeline
Armor Investment Advisors, LLC7,364$2.17M0.78%+113F-HRTimeline
5th Street Advisors, LLC7,362$2.17M0.94%-3913F-HRTimeline
Tortoise Investment Management, LLC7,346$2.16M0.18%-45813F-HRTimeline
WINCAP FINANCIAL LLC7,330$2.16M1.43%+65913F-HRTimeline
bLong Financial, LLC7,325$2.15M1.63%-10013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC6,889$2.15M0.68%+913F-HRTimeline
Balance Wealth Partners LLC7,311$2.15M0.67%+613F-HRTimeline
Sather Financial Group Inc7,307$2.15M0.13%-9813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC7,306$2.15M1.7%-7013F-HRTimeline
Heartwood Wealth Advisors LLC7,304$2.15M0.19%+613F-HRTimeline
Intrua Financial, LLC7,297$2.15M0.23%-58313F-HRTimeline
Atom Investors LP7,287$2.14M0.15%new13F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC7,282$2.14M1.21%-1,10013F-HRTimeline
Hendershot Investments Inc.7,263$2.14M0.29%-5013F-HRTimeline
EJMK Ventures LLC7,260$2.14M1.19%-1,31613F-HRTimeline
Sageworth Trust Co7,247$2.13M0.09%+4,84513F-HRTimeline
SUTTON PLACE INVESTORS LLC7,237$2.13M1.16%+2313F-HRTimeline
Riverbend Wealth Management, LLC7,228$2.13M1.32%+40913F-HRTimeline
Sterling Wealth Management, Inc.7,228$2.13M0.58%-113F-HRTimeline
JFS WEALTH ADVISORS, LLC7,223$2.12M0.12%-19513F-HRTimeline
Nabity-Jensen Investment Management Inc7,210$2.12M1.47%+81813F-HRTimeline
Cornerstone National Bank & Trust Co7,175$2.12M0.78%-24113F-HRTimeline
Cladis Investment Advisory, LLC7,203$2.12M1.17%-10013F-HRTimeline
Altus Wealth Group LLC7,201$2.12M0.87%+60613F-HRTimeline
Acumen Wealth Advisors, LLC7,173$2.11M0.57%+4,52613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.7,159$2.11M0.24%+91813F-HRTimeline
Edgemoor Investment Advisors, Inc.7,144$2.1M0.17%+9813F-HRTimeline
GWN SECURITIES INC.7,112$2.09M0.4%+71913F-HRTimeline
Aigen Investment Management, LP7,097$2.09M0.54%new13F-HRTimeline
Abel Hall, LLC7,096$2.09M0.44%-4,15213F-HRTimeline
May Hill Capital, LLC7,093$2.09M0.52%+1,28213F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC7,091$2.09M0.01%+6,29913F-HR/ATimelineGroup
Armbruster Capital Management, Inc.7,090$2.09M0.34%+2613F-HRTimeline
HBW ADVISORY SERVICES LLC7,069$2.08M0.22%-17513F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…7,024$2.07M1.22%-5613F-HRTimeline
Ruffer LLP7,000$2.07M0.08%013F-HRTimeline
Richard P Slaughter Associates Inc7,020$2.07M0.45%-16713F-HRTimeline
Westside Investment Management, Inc.7,008$2.06M0.32%-17313F-HRTimeline
Bulltick Wealth Management, LLC7,006$2.06M0.46%+2,50913F-HRTimeline
Oak Grove Capital LLC7,000$2.06M0.35%+2,40013F-HRTimeline
Buckland Partners Management Co LLC7,000$2.06M1.25%013F-HRTimeline
SC&H Financial Advisors, Inc.6,996$2.06M0.31%+113F-HRTimeline
Topsail Wealth Management, LLC6,993$2.06M0.3%+13713F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV6,993$2.06M0.07%+15913F-HRTimeline
Rossby Financial, LCC6,953$2.05M0.43%+1,48613F-HRTimeline
Symphony Financial Services, Inc.6,987$2.05M1.05%+57913F-HRTimeline
Argyle Capital Partners, LLC6,980$2.05M1.48%+34513F-HRTimeline
BCV Asset Management Inc.6,982$2.05M0.07%new13F-HRTimeline
New England Research & Management, Inc.6,976$2.05M0.87%+5,88713F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT6,953$2.05M1.61%-1,28113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,948$2.04M0.22%+8313F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV6,699$2.04M1.66%+10813F-HRTimeline
Crescent Grove Advisors, LLC6,939$2.04M0.2%-63013F-HRTimeline
McIlrath & Eck, LLC6,936$2.04M0.15%-13213F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC6,905$2.03M0.64%+46313F-HRTimeline
Fairscale Capital, LLC6,904$2.03M1.4%+4013F-HRTimeline
Roehl & Yi Investment Advisors, LLC6,896$2.03M0.76%+1,01213F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC6,923$2.03M1.87%+66313F-HRTimeline
ABLE Financial Group, LLC6,880$2.02M0.4%-40213F-HRTimeline
AVISO WEALTH MANAGEMENT6,877$2.02M0.91%-64513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,867$2.02M1.11%+113F-HRTimeline
Vigilare Wealth Management6,852$2.02M0.68%-1,24813F-HRTimeline
TLWM6,848$2.01M0.36%+25213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,834$2.01M0.48%-9,60313F-HRTimeline
BEACON INVESTMENT ADVISORS LLC6,830$2.01M0.76%+313F-HRTimeline
Traveka Wealth, LLC6,820$2.01M0.77%-2513F-HRTimeline
McNaughton Wealth Management, LLC6,816$2M0.83%+38113F-HRTimeline
Shepherd Street Advisors LLC6,815$2M1.98%+7213F-HRTimeline
Alhambra Investment Management LLC6,812$2M0.93%-35713F-HRTimeline
McLean Asset Management Corp6,811$2M0.35%-84513F-HRTimeline
Orca Investment Management, LLC6,808$2M1.7%-30313F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC6,800$2M0.58%013F-HRTimelineGroup
CHRISTINE MESSMER PC6,796$2M1.28%+18013F-HRTimeline
Elevation Advisory Partners LLC6,656$2M1.87%13F-HRTimeline
Menard Financial Group LLC6,786$2M1.39%+2913F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding6,786$2M+3,447Timeline
Jefferson Bridge Capital, LLC6,785$2M1.98%013F-HRTimeline
Fjell Capital, LLC6,781$1.99M1.53%+37213F-HRTimeline
Cascades Capital Asset Management, LLC6,775$1.99M0.84%-14913F-HRTimeline
TFC Financial Management, Inc.6,772$1.99M0.25%+15013F-HRTimeline
Legacy Capital Group California, Inc.6,771$1.99M0.76%-6,91913F-HRTimeline
PATRON PARTNERS, LLC6,770$1.99M0.88%-7413F-HRTimeline
Coquina Private Wealth LLC6,763$1.99M1.6%-7913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…6,494$1.99M1.25%+1,03513F-HRTimeline
Werba Rubin Papier Wealth Management6,754$1.99M0.28%+88613F-HRTimeline
Galaxy Digital Capital Management GP LLCin group Galaxy Group Investments LLC6,753$1.99M2.56%+6013F-HRTimelineGroup
Thompson David Blair6,752$1.99M1.14%-4,14013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC6,749$1.99M1.35%-4,26713F-HRTimeline
Berry Wealth Group, LP6,746$1.98M7.42%-37813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,722$1.98M0.08%-7013F-HRTimelineGroup
Keyes, Stange & Wooten Wealth Managemen…6,716$1.98M0.88%+51413F-HRTimeline
CoreFirst Bank & Trust6,702$1.97M1.05%-56013F-HRTimeline
RAINIER FAMILY WEALTH INC6,698$1.97M1.32%-21013F-HRTimeline
Laurion Capital Management LP6,695$1.97M0.18%new13F-HRTimeline
Flagstone Financial Management6,694$1.97M0.49%+3,15213F-HRTimeline
BXM Wealth LLC6,674$1.96M1.51%-51,23313F-HRTimeline
Aspen Grove Capital, LLC6,668$1.96M0.38%+1913F-HRTimeline
Disciplined Investors, L.L.C.6,666$1.96M1.17%+23413F-HRTimeline
Carr Financial Group Corp6,662$1.96M0.52%-5213F-HRTimeline
Verum Partners LLC6,659$1.96M0.37%+71113F-HRTimeline
Limestone Investment Advisors LP6,652$1.96M0.96%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC6,622$1.95M1.25%-1,65713F-HRTimeline
Pflug Koory, LLC6,617$1.95M0.89%-113F-HRTimeline
Montis Financial, LLC6,611$1.94M0.4%+3413F-HRTimeline
Hexagon Capital Partners LLC6,606$1.94M0.28%new13F-HRTimeline
WEST BANCORPORATION INC6,600$1.94M0.97%-90113F-HRTimeline
Colonial River Investments, LLC6,595$1.94M0.69%+3313F-HRTimeline
Finward Bancorp6,593$1.94M1.55%-1613F-HRTimeline
Colter Lewis Investment Partners LLC6,588$1.94M1.82%+2,38713F-HRTimeline
Activest Wealth Management6,588$1.94M0.34%+1,97213F-HRTimeline
Talisman Wealth Advisors LLC6,585$1.94M1.56%-41513F-HRTimeline
Frazier Financial Advisors, LLC6,576$1.93M1.07%+20113F-HRTimeline
Calydon Capital6,558$1.93M0.31%-4913F-HRTimeline
Concentric Capital Strategies, LP6,542$1.92M0.17%+3,22013F-HRTimeline
Carlson Capital, L.P.6,515$1.92M0.76%+1,41513F-HRTimeline
Deseret Mutual Benefit Administrators6,506$1.91M0.65%+2,95713F-HRTimeline
LVZ, Inc.6,500$1.91M0.22%+7313F-HRTimeline
Meadowbrook Wealth Management, LLC6,483$1.91M2.53%-81513F-HRTimeline
Palogic Value Management, L.P.6,474$1.9M0.83%-15013F-HRTimeline
Solstein Capital, LLC6,473$1.9M0.78%+8013F-HRTimeline
Crumly & Associates Inc.6,466$1.9M0.4%+46413F-HRTimeline
Lloyd Advisory Services, LLC.6,448$1.9M0.54%+5,96013F-HRTimeline
Kingdom Financial Group LLC.6,448$1.9M0.54%-87613F-HRTimeline
Sunburst Financial Group, LLC6,442$1.89M0.36%+8413F-HR/ATimeline
Wiser Advisor Group LLC6,438$1.89M2.29%+213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,420$1.89M0.35%-23,91913F-HRTimeline
Granite Harbor Advisors, Inc.6,417$1.89M0.82%+7613F-HRTimeline
Tandem Investment Partners LLC6,415$1.89M1.6%-13013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,409$1.89M0.12%+913F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC6,398$1.88M1.5%+63413F-HRTimeline
Sunflower Bank, N.A.6,397$1.88M0.48%+913F-HRTimeline
Garrett Wealth Advisory Group, LLC6,396$1.88M0.33%+2,67213F-HRTimeline
Miller Capital Partners, Inc.6,392$1.88M0.91%013F-HRTimeline
Sun Financial Inc6,265$1.88M0.94%+2013F-HRTimeline
Evolution Wealth Advisors, LLC6,365$1.87M0.19%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.6,363$1.87M0.66%-11413F-HRTimeline
Hamrick Investment Counsel, llc6,356$1.87M1.04%+6313F-HRTimeline
Capital Square, LLC6,064$1.87M0.86%-23113F-HRTimeline
Hickory Point Bank & Trust6,342$1.87M1.23%-28113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,334$1.86M0.53%+13213F-HRTimeline
RENASANT BANK6,308$1.86M1.31%-3613F-HRTimeline
Berman McAleer LLC6,295$1.85M0.25%013F-HRTimeline
Range Advisory, LLC6,290$1.85M0.34%+2,43913F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC6,289$1.85M0.98%013F-HRTimeline
Richard W. Paul & Associates, LLC6,287$1.85M0.62%+13013F-HRTimeline
Powers Advisory Group, LLC6,287$1.85M0.65%-4513F-HRTimeline
D'Orazio & Associates, Inc.6,283$1.85M0.24%-7113F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC6,281$1.85M0.39%+1,59513F-HRTimeline
ROGCO, LP6,279$1.85M0.62%+1,00413F-HRTimeline
Knollwood Investment Advisory, LLC6,273$1.85M0.19%013F-HRTimeline
BayBridge Capital Group, LLC5,724$1.84M1.14%013F-HRTimeline
Global Assets Advisory, LLC14,132$1.84M0.53%+11,18213F-HRTimeline
Sippican Capital Advisors6,245$1.84M1.26%-24513F-HRTimeline
Fielder Capital Group LLC6,220$1.83M0.4%-25713F-HRTimeline
Audent Global Asset Management, LLC6,208$1.83M1.82%-6,50713F-HRTimeline
KilterHowling LLC6,195$1.82M0.92%+78213F-HRTimeline
EWA, LLC6,188$1.82M0.41%+29013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,186$1.82M0.75%-1,45513F-HRTimeline
SJS Investment Consulting Inc.6,181$1.82M0.22%-1,13313F-HRTimeline
Legacy Capital Wealth Partners, LLC6,175$1.82M0.37%+35013F-HRTimeline
Crew Capital Management, Ltd6,173$1.82M1.2%-12413F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,171$1.81M1.44%-8013F-HRTimeline
Financial Partners Group, Inc6,169$1.81M0.22%+2313F-HRTimeline
HMV Wealth Advisors, LLC6,164$1.81M0.85%+8413F-HRTimeline
Baron Wealth Management LLC6,160$1.81M0.54%-25813F-HRTimeline
Rosenberg Matthew Hamilton6,159$1.81M0.37%+43013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC6,155$1.81M0.79%+113F-HRTimeline
JM2 Capital Inc.6,152$1.81M1.5%+513F-HRTimeline
Centurion Wealth Management LLC6,142$1.81M0.41%-60913F-HRTimeline
Delta Investment Management, LLC6,132$1.8M0.32%-2,02113F-HRTimeline
ARWA LLC5,811$1.8M0.89%-62513F-HRTimeline
Wilkerson Advisory Group LLC6,130$1.8M0.62%+20013F-HRTimeline
Peoples Bank/KS6,130$1.8M1.81%-6513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC6,121$1.8M0.83%+10313F-HRTimeline
Navis Wealth Advisors, LLC6,120$1.8M0.92%-1,02113F-HRTimeline
St. Clair Advisors, LLC6,116$1.8M0.48%-7513F-HRTimeline
Sentry LLC6,101$1.79M0.57%013F-HRTimeline
OFS Enterprise LLC6,091$1.79M0.53%13F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP6,075$1.79M0.04%013F-HRTimeline
Ethos Capital Management, Inc.6,059$1.78M1.53%+89513F-HRTimeline
Olistico Wealth, LLC6,057$1.78M0.88%+18313F-HRTimeline
Requisite Capital Management, LLC6,041$1.78M0.33%-40713F-HRTimeline
Bay Rivers Group6,041$1.78M0.74%-313F-HRTimeline
Omnia Family Wealth, LLC6,035$1.78M0.56%-1,26213F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL6,035$1.77M0.75%013F-HRTimeline
Northstar Financial Companies, Inc.6,031$1.77M1.41%+1,28713F-HRTimeline
CM WEALTH ADVISORS LLC6,021$1.77M0.38%+10313F-HRTimeline
McAdam, LLC6,020$1.77M0.08%+31813F-HRTimeline
Benchmark Financial Wealth Advisors, LLC6,018$1.77M0.49%+41513F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,005$1.77M0.48%013F-HRTimeline
Hofer & Associates. Inc5,995$1.76M0.95%+25213F-HRTimeline
Diligent Investors, LLC5,988$1.76M0.44%-1713F-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