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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,613 managers (4,678 13F filers) reported a position in JPM shares at 2024-12-31, 2,046,246,860 shares in all. 159 filers opened a position and 83 filers sold out during the quarter.

Managers
4,613
13F filers
4,678
New
159
Added
1,715
Reduced
1,943
Sold out
83
Shares held by filers
2,046,246,860

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Horizon Wealth Management, LLC5,341$1.28M0.22%-12713F-HRTimeline
Oldfather Financial Services, LLC5,331$1.28M0.49%+513F-HRTimeline
Burt Wealth Advisors5,331$1.28M0.32%-9813F-HRTimeline
Cravens & Co Advisors, LLC5,322$1.28M0.97%-213F-HRTimeline
Hillsdale Investment Management Inc.5,322$1.28M0.06%-1,38013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…5,319$1.28M1.35%-6,65213F-HRTimeline
GERBER, LLC5,315$1.27M0.93%+513F-HRTimeline
FLOYD FINANCIAL GROUP LLC5,305$1.27M1.05%13F-HRTimeline
MinichMacGregor Wealth Management, LLC5,307$1.27M0.26%+61913F-HRTimeline
WEST BANCORPORATION INC5,303$1.27M0.84%-6413F-HRTimeline
Sterneck Capital Management, LLC5,299$1.27M0.69%+9313F-HRTimeline
Councilmark Asset Management, LLC5,293$1.27M0.85%+5113F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA5,291$1.27M0.24%013F-HRTimeline
Baron Wealth Management LLC5,286$1.27M0.6%+17613F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC5,283$1.27M0.89%-48013F-HR/ATimeline
Williamson Legacy Group, LLC5,266$1.26M0.84%+33213F-HRTimeline
Galibier Capital Management Ltd.5,260$1.26M0.36%013F-HRTimeline
Eagle Strategies LLC5,257$1.26M0.22%-39813F-HRTimeline
Elevate Capital Advisors, LLC5,257$1.26M1.11%13F-HRTimeline
Aspen Grove Capital, LLC5,256$1.26M0.27%-4013F-HRTimeline
Hickory Point Bank & Trust5,251$1.26M1.12%13F-HRTimeline
Tanager Wealth Management LLP5,244$1.26M0.16%+1,56413F-HRTimeline
Financial Partners Group, Inc5,235$1.25M0.18%+23913F-HRTimeline
Cardinal Capital Management, Inc.5,235$1.25M0.04%-4,80513F-HRTimeline
DHK Financial Advisors, Inc.5,227$1.25M0.76%+2,32513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,225$1.25M0.11%+2,86113F-HRTimelineGroup
Cross Staff Investments Inc5,217$1.25M0.87%-25413F-HRTimeline
STEPH & CO5,217$1.25M0.42%-29413F-HRTimeline
Latitude Advisors, LLC5,212$1.25M0.7%-4613F-HRTimeline
Alan B Lancz & Associates, Inc.5,206$1.25M1.27%-30013F-HRTimeline
ZEGA Investments, LLC4,706$1.25M0.37%13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC5,197$1.25M0.08%+21813F-HRTimelineGroup
Whalen Wealth Management Inc.5,190$1.24M0.86%+1,32513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC5,187$1.24M0.47%+8513F-HRTimeline
Horan Securities, Inc.5,178$1.24M0.47%-12813F-HRTimeline
Elyxium Wealth, LLC5,175$1.24M0.76%-8,49113F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL5,168$1.24M0.63%-1,55213F-HR/ATimelineGroup
Centerpoint Advisors, LLC5,146$1.23M0.43%-42313F-HRTimeline
Almanack Investment Partners, LLC.5,143$1.23M0.19%+3913F-HRTimeline
Canandaigua National Trust Co of Florida5,140$1.23M0.96%+49613F-HRTimeline
PKS Advisory Services, LLC5,120$1.23M0.31%13F-HRTimeline
Gibbs Wealth Management5,115$1.23M0.33%+1,23013F-HRTimeline
Alliance Wealth Management Group5,106$1.22M0.33%-4013F-HRTimeline
Bison Wealth, LLC5,106$1.22M0.15%13F-HRTimeline
Cascades Capital Asset Management, LLC5,097$1.22M0.65%+813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…5,092$1.22M0.12%+1,12313F-HR/ATimelineGroup
TrueWealth Advisors, LLC5,090$1.22M0.41%-1,37313F-HRTimeline
First Bancorp, Inc /ME/5,087$1.22M0.83%-513F-HRTimeline
Tributary Capital Management, LLC5,087$1.22M0.09%-20513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…5,085$1.22M0.28%+1513F-HRTimeline
Aurora Private Wealth, Inc.5,075$1.22M0.91%+13713F-HRTimeline
PATRON PARTNERS, LLC5,074$1.22M0.66%+48113F-HRTimeline
KEYVANTAGE WEALTH, LLC5,063$1.21M0.87%13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,053$1.21M0.55%+4813F-HRTimeline
Spinnaker Investment Group, LLC5,049$1.21M0.29%+15213F-HRTimeline
WILLNER & HELLER, LLC5,042$1.21M1.06%+2313F-HRTimeline
May Hill Capital, LLC5,034$1.21M0.47%13F-HRTimeline
PFW Advisors LLC5,031$1.21M0.37%13F-HRTimeline
Garde Capital, Inc.5,028$1.21M0.08%+1,40213F-HRTimeline
Dempze Nancy E5,018$1.2M0.69%-7013F-HRTimeline
Hofer & Associates. Inc5,008$1.2M0.81%-33013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP5,007$1.2M0.31%-213F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC5,006$1.2M0.66%+7913F-HRTimeline
Gateway Wealth Partners, LLC5,003$1.2M0.31%-8713F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…5,003$1.2M1.2%+85913F-HRTimeline
Campion Asset Management5,001$1.2M0.91%-2813F-HRTimeline
GREENHAVEN ASSOCIATES INC5,000$1.2M0.02%013F-HRTimeline
JBF Capital, Inc.5,000$1.2M0.21%013F-HRTimeline
Beaumont Asset Management, L.L.C.4,997$1.2M0.69%-12013F-HRTimeline
Smart Portfolios, LLC4,984$1.19M1.25%-9013F-HRTimeline
Port Capital LLC4,981$1.19M0.05%-11813F-HRTimeline
Steamboat Capital Partners, LLC4,981$1.19M0.37%new13F-HRTimeline
Westhampton Capital, LLC4,979$1.19M0.61%+2013F-HRTimeline
Wayfinding Financial, LLC4,980$1.19M0.64%new13F-HRTimeline
VIAWEALTH, LLC4,977$1.19M0.72%-54113F-HRTimeline
McHugh Group, LLC4,975$1.19M0.89%13F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,962$1.19M0.41%+67913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,954$1.19M0.1%-27413F-HRTimeline
Benson Investment Management Company, I…4,950$1.19M0.49%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,955$1.19M0.83%-36813F-HRTimeline
HBW ADVISORY SERVICES LLC4,925$1.18M0.12%+47313F-HRTimeline
Wallington Asset Management, LLC4,923$1.18M0.17%-6013F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …4,907$1.18M0.16%-1513F-HRTimeline
Taylor Hoffman Capital Management LLC4,903$1.18M0.43%013F-HRTimeline
Darden Wealth Group Inc4,880$1.17M0.79%+49013F-HRTimeline
Smith Thornton Advisors LLC4,875$1.17M0.74%+1,16413F-HRTimeline
Nova Wealth Management, Inc.4,863$1.17M1.01%13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,857$1.16M0.57%-17913F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.4,851$1.16M0.74%013F-HRTimeline
RENAISSANCE GROUP LLC4,850$1.16M0.05%-21113F-HRTimeline
PhiloSmith Capital Corp4,850$1.16M0.33%-4,70013F-HRTimeline
Alliance Wealth Advisors, LLC4,849$1.16M0.67%-11113F-HRTimeline
Manske Wealth Management4,848$1.16M0.46%13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC4,847$1.16M0.8%-36413F-HRTimeline
Mach-1 Financial Group, LLC4,843$1.16M2.09%+47413F-HRTimeline
HARRIS ASSOCIATES L P4,839$1.16M<0.01%-13613F-HRTimeline
Weinberger Asset Management, Inc4,837$1.16M0.48%-213F-HRTimeline
Topsail Wealth Management, LLC4,835$1.16M0.25%13F-HRTimeline
Oliver Luxxe Assets LLC5,496$1.16M0.21%013F-HR/ATimeline
Atlas Private Wealth Advisors4,833$1.16M0.16%-51613F-HRTimeline
Guardian Asset Advisors, LLC4,828$1.16M0.74%+16713F-HRTimeline
Truvestments Capital LLC4,824$1.16M0.3%+16113F-HRTimeline
Abel Hall, LLC4,819$1.16M0.74%+10813F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC4,813$1.15M0.3%-30813F-HRTimeline
McAdam, LLC4,799$1.15M0.06%+54013F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC4,792$1.15M0.86%-63813F-HRTimeline
Carrera Capital Advisors4,786$1.15M0.27%+48913F-HRTimeline
Jacobsen Capital Management4,783$1.15M0.49%+113F-HRTimeline
Red Wave Investments LLC4,781$1.15M0.4%+1113F-HRTimeline
Bravias Capital Group, LLC4,276$1.14M0.93%13F-HRTimeline
Lakeshore Capital Group, Inc.4,763$1.14M1.73%13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.4,762$1.14M0.38%-30613F-HRTimeline
Waterway Wealth Management, LLC4,744$1.14M0.5%+17813F-HRTimeline
Requisite Capital Management, LLC4,732$1.13M0.23%-513F-HRTimeline
Activest Wealth Management4,731$1.13M0.32%-33413F-HRTimeline
Heritage Investment Group, Inc.4,727$1.13M0.21%-18313F-HRTimeline
Southeast Asset Advisors, LLC4,722$1.13M0.14%+5113F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,721$1.13M0.2%+79013F-HRTimeline
Fairvoy Private Wealth, LLC4,720$1.13M0.3%13F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,720$1.13M0.16%+12213F-HRTimeline
Elgethun Capital Management4,720$1.13M0.27%+26313F-HRTimeline
Paladin Wealth, LLC4,716$1.13M0.98%+20513F-HRTimeline
Insight Advisors, LLC/ PA4,723$1.13M0.19%+2413F-HRTimeline
Enclave Advisors LLC4,714$1.13M0.19%-5313F-HRTimeline
OBSIDIAN CIO, LLC4,713$1.13M0.21%+1,45313F-HRTimeline
Maxele Advisors, LLC4,712$1.13M1.08%13F-HRTimeline
Strategies Wealth Advisors, LLC4,087$1.13M0.14%new13F-HRTimeline
Cavalier Investments, LLC4,698$1.13M0.38%+19213F-HRTimeline
MERIDIAN MANAGEMENT CO4,692$1.12M0.3%+16113F-HRTimeline
BIP Wealth, LLC4,686$1.12M0.08%+1,22613F-HRTimeline
Summit X, LLC4,680$1.12M0.25%+15513F-HRTimeline
Grove Street Fiduciary, LLC4,673$1.12M0.59%13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,666$1.12M0.68%13F-HRTimeline
Schorn Wealth LLC4,661$1.12M0.36%-3213F-HRTimeline
Aspire Private Capital, LLC4,659$1.12M0.28%+15913F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC4,657$1.12M0.18%-61013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,644$1.11M0.09%+54913F-HRTimeline
Merrion Investment Management Co, LLC4,644$1.11M0.77%013F-HRTimeline
Wagner Wealth Management, LLC4,639$1.11M0.29%+52913F-HRTimeline
Family Firm, Inc.4,638$1.11M0.25%+1213F-HRTimeline
Planning Center, Inc.4,631$1.11M0.14%-23213F-HRTimeline
CM WEALTH ADVISORS LLC4,629$1.11M0.36%-17513F-HRTimeline
Eldridge Investment Advisors, Inc.4,628$1.11M0.26%013F-HRTimeline
Woodward Financial Advisors, Inc.4,622$1.11M0.55%-9013F-HRTimeline
Werba Rubin Papier Wealth Management4,621$1.11M0.26%-14213F-HRTimeline
Summit Wealth Partners, LLC4,611$1.11M0.23%-1,01213F-HRTimeline
Buttonwood Financial Advisors Inc.4,607$1.1M0.49%-50813F-HRTimeline
Investment Advisory Group, LLC4,607$1.1M0.37%-54013F-HRTimeline
Retirement Planning Co of New England, …4,600$1.1M0.53%+25113F-HRTimeline
Advyzon Investment Management, LLC4,598$1.1M0.43%13F-HRTimeline
WINTRUST INVESTMENTS LLC4,597$1.1M0.97%-35313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV4,597$1.1M1.11%-3613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,589$1.1M0.18%+10513F-HRTimeline
Matisse Capital4,581$1.1M0.56%013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC4,493$1.1M0.37%+2513F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,572$1.1M0.54%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,568$1.1M0.09%-1313F-HR/ATimeline
Bank of Marin4,567$1.09M0.87%+42513F-HRTimeline
Breed's Hill Capital LLC4,565$1.09M0.57%+2,86113F-HRTimeline
Hamilton Wealth, LLC4,562$1.09M0.26%-63613F-HRTimeline
PSI Advisors, LLC4,560$1.09M0.32%+213F-HRTimeline
Hassell Wealth Management, LLC4,085$1.09M0.44%013F-HRTimeline
CWS Financial Advisors, LLC4,546$1.09M0.35%+113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,998$1.09M0.08%+1,19713F-HRTimelineGroup
Ariadne Wealth Management, LP4,014$1.09M0.5%+79413F-HRTimeline
CAAS CAPITAL MANAGEMENT LP4,531$1.09M0.9%new13F-HRTimeline
CMG Global Holdings, LLC4,132$1.09M0.6%+1613F-HRTimeline
Aspen Wealth Management LLC4,528$1.09M0.32%+1713F-HRTimeline
Deseret Mutual Benefit Administrators4,519$1.08M0.53%-44513F-HRTimeline
Eaton Financial Holdings Company, LLC4,507$1.08M0.42%-3213F-HRTimeline
Towne Trust Company, N.A4,506$1.08M0.38%-13413F-HRTimeline
WNY Asset Management, LLC4,504$1.08M0.13%-15613F-HRTimeline
Shulman DeMeo Asset Management LLC4,500$1.08M0.29%-5913F-HRTimeline
PUREfi Wealth, LLC4,495$1.08M1.05%13F-HRTimeline
Avalon Trust Co4,486$1.08M0.08%+31313F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.4,485$1.08M1.06%-19913F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…4,482$1.07M0.72%13F-HRTimelineGroup
EWA, LLC4,468$1.07M0.4%013F-HRTimeline
Disciplined Equity Management, Inc.4,463$1.07M0.69%+2013F-HRTimeline
GPS Wealth Strategies Group, LLC4,455$1.07M0.14%-69013F-HRTimeline
Humankind Investments LLC4,446$1.07M0.27%-43913F-HRTimeline
Goldstein Advisors, LLC4,444$1.07M0.15%-8713F-HRTimeline
Westfuller Advisors, LLC4,439$1.06M0.68%-2313F-HRTimeline
MRA Advisory Group4,435$1.06M0.56%-43013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,434$1.06M0.05%+13113F-HRTimeline
Transce3nd, LLC4,420$1.06M0.36%13F-HRTimeline
TPG Advisors LLC4,425$1.06M0.83%+413F-HRTimeline
Round Rock Advisors LLC4,418$1.06M0.22%+1,15813F-HRTimeline
Castleview Partners, LLC4,412$1.06M0.57%+13413F-HR/ATimeline
Mainsail Financial Group, LLC4,397$1.05M0.61%-1813F-HRTimeline
Full Sail Capital, LLC4,397$1.05M0.07%+12613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC4,390$1.05M0.67%+18013F-HRTimeline
Gemmer Asset Management LLC4,389$1.05M0.1%+1,22613F-HRTimeline
J.Safra Asset Management Corp4,394$1.05M0.09%+94213F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC4,384$1.05M0.02%013F-HRTimeline
BWM Planning, LLC4,384$1.05M0.46%013F-HRTimeline
CALIFORNIA FIRST LEASING CORP4,380$1.05M0.43%013F-HRTimeline
UPTICK PARTNERS, LLC4,365$1.05M0.38%-15813F-HRTimeline
Wealthstream Advisors, Inc.4,364$1.05M0.19%-613F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…4,342$1.04M0.21%-1,05813F-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