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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,614 managers (4,677 13F filers) reported a position in JPM shares at 2025-03-31, 2,017,943,741 shares in all. 149 filers opened a position and 132 filers sold out during the quarter.

Managers
4,614
13F filers
4,677
New
149
Added
1,873
Reduced
2,142
Sold out
132
Shares held by filers
2,017,943,741

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Olistico Wealth, LLC5,387$1.32M0.82%-19013F-HRTimeline
State of Wyoming5,386$1.32M0.18%-21813F-HRTimeline
Manske Wealth Management5,370$1.32M0.5%+52213F-HRTimeline
Centurion Wealth Management LLC5,492$1.32M0.41%013F-HRTimeline
Grant Street Asset Management, Inc.5,355$1.31M0.32%013F-HRTimeline
Truvestments Capital LLC5,341$1.31M0.28%+51713F-HRTimeline
FLOYD FINANCIAL GROUP LLC5,341$1.31M1.18%+3613F-HRTimeline
Oldfather Financial Services, LLC5,341$1.31M0.5%+1013F-HRTimeline
Gateway Wealth Partners, LLC5,333$1.31M0.29%+33013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC5,293$1.3M0.47%+10613F-HRTimeline
Morling Financial Advisors, LLC5,302$1.3M0.45%+3,39513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC5,299$1.3M0.08%+10213F-HRTimelineGroup
GERBER, LLC5,295$1.3M1.08%-2013F-HRTimeline
Canandaigua National Trust Co of Florida5,293$1.3M1.14%+15313F-HRTimeline
Councilmark Asset Management, LLC5,293$1.3M0.88%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,282$1.3M0.6%+22913F-HRTimeline
QTR Family Wealth, LLC5,264$1.29M0.97%13F-HRTimeline
Sterneck Capital Management, LLC5,260$1.29M0.7%-3913F-HRTimeline
Cascades Capital Asset Management, LLC5,258$1.29M0.7%+16113F-HRTimeline
Full Sail Capital, LLC5,233$1.28M0.08%+83613F-HRTimeline
Cornerstone Planning Group LLC5,326$1.28M0.31%+41913F-HRTimeline
Lionsbridge Wealth Management LLC5,225$1.28M1.14%-1,11313F-HRTimeline
Probity Advisors, Inc.5,220$1.28M0.25%-21713F-HRTimeline
PKS Advisory Services, LLC5,216$1.28M0.35%+9613F-HRTimeline
Hara Capital LLC5,216$1.28M0.86%-13013F-HRTimeline
Latitude Advisors, LLC5,198$1.28M0.74%-1413F-HRTimeline
Eagle Bay Advisors LLC5,193$1.27M1.08%-28513F-HRTimeline
Kingsman Wealth Management, Inc.5,192$1.27M0.93%13F-HRTimeline
Pandora Wealth, Inc.5,187$1.27M0.84%13F-HRTimeline
Cross Staff Investments Inc5,178$1.27M0.96%-3913F-HRTimeline
Hofer & Associates. Inc5,169$1.27M0.86%+16113F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL5,168$1.27M0.77%013F-HRTimelineGroup
May Hill Capital, LLC5,160$1.27M0.48%+12613F-HRTimeline
Centerpoint Advisors, LLC5,146$1.26M0.47%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,126$1.26M0.7%+46013F-HRTimeline
Activest Wealth Management5,123$1.26M0.34%+39213F-HRTimeline
Spinnaker Investment Group, LLC5,121$1.26M0.28%+7213F-HRTimeline
Atlas Private Wealth Advisors5,119$1.26M0.18%+28613F-HRTimeline
FORM Wealth Advisors, LLC5,115$1.25M0.17%13F-HRTimeline
Heritage Investment Group, Inc.5,108$1.25M0.24%+38113F-HRTimeline
First Bancorp, Inc /ME/5,090$1.25M0.81%+313F-HRTimeline
Armstrong, Fleming & Moore, Inc5,069$1.24M1.5%-5,24813F-HRTimeline
Peregrine Asset Advisers, Inc.5,063$1.24M0.46%-36213F-HRTimeline
STEPH & CO5,062$1.24M0.45%-15513F-HRTimeline
Maxele Advisors, LLC5,042$1.24M1.2%+33013F-HRTimeline
Beaumont Asset Management, L.L.C.5,038$1.24M0.75%+4113F-HRTimeline
WILLNER & HELLER, LLC5,032$1.23M1.14%-1013F-HRTimeline
Almanack Investment Partners, LLC.5,029$1.23M0.24%-11413F-HRTimeline
PFW Advisors LLC5,029$1.23M0.39%-213F-HRTimeline
Garde Capital, Inc.5,027$1.23M0.07%-113F-HRTimeline
Baron Wealth Management LLC5,015$1.23M0.54%-27113F-HRTimeline
Salomon & Ludwin, LLC5,011$1.23M0.13%+2,14013F-HRTimeline
GREENHAVEN ASSOCIATES INC5,000$1.23M0.02%013F-HRTimeline
Holowesko Partners Ltd.5,000$1.23M0.46%-13,40013F-HRTimeline
JBF Capital, Inc.5,000$1.23M0.24%013F-HRTimeline
HARBERT FUND ADVISORS, LLC5,000$1.23M1.42%+1,00013F-HRTimeline
Dempze Nancy E4,998$1.23M0.74%-2013F-HRTimeline
Copperwynd Financial, LLC4,996$1.23M0.34%-79813F-HRTimeline
Paladin Wealth, LLC4,989$1.22M1.1%+27313F-HRTimeline
VIAWEALTH, LLC4,982$1.22M0.75%+513F-HRTimeline
Westhampton Capital, LLC4,979$1.22M0.67%013F-HRTimeline
McHugh Group, LLC4,975$1.22M0.92%013F-HRTimeline
Oxler Private Wealth LLC4,974$1.22M0.43%-43413F-HRTimeline
Lord & Richards Wealth Management, LLC4,969$1.22M1.38%+2,11113F-HRTimeline
Insight Advisors, LLC/ PA4,958$1.22M0.21%+23513F-HRTimeline
Benson Investment Management Company, I…4,950$1.21M0.53%013F-HRTimeline
Jacobsen Capital Management4,947$1.21M0.53%+16413F-HRTimeline
Sachetta, LLC4,946$1.21M0.5%-41813F-HRTimeline
Smart Portfolios, LLC4,944$1.21M1.32%-4013F-HRTimeline
Brookwood Investment Group LLC4,938$1.21M0.21%13F-HRTimeline
Single Point Partners, LLC4,939$1.21M0.28%+1,67313F-HRTimeline
McAdam, LLC4,934$1.21M0.07%+13513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,928$1.21M0.1%-2613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,925$1.21M0.92%-3013F-HRTimeline
Wallington Asset Management, LLC4,923$1.21M0.17%013F-HRTimeline
TrueWealth Advisors, LLC4,920$1.21M0.4%-17013F-HRTimeline
Elgethun Capital Management4,918$1.21M0.27%+19813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…4,908$1.2M1.07%-9513F-HRTimeline
Plan Group Financial, LLC4,907$1.2M0.43%+2,96013F-HRTimeline
Guardian Asset Advisors, LLC4,897$1.2M0.78%+6913F-HRTimeline
Aurora Private Wealth, Inc.4,902$1.2M0.96%-17313F-HR/ATimeline
Smith Thornton Advisors LLC4,897$1.2M0.75%+2213F-HRTimeline
Copperleaf Capital, LLC4,889$1.2M0.72%+3,03113F-HRTimeline
HARRIS ASSOCIATES L P4,888$1.2M<0.01%+4913F-HRTimeline
SEEDS INVESTOR LLC4,881$1.2M0.34%-78413F-HRTimeline
Darden Wealth Group Inc4,880$1.2M0.93%013F-HRTimeline
Maia Wealth LLC5,089$1.19M0.27%+17713F-HRTimeline
CWS Financial Advisors, LLC4,861$1.19M0.38%+31513F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA4,856$1.19M0.23%-43513F-HRTimeline
PhiloSmith Capital Corp4,850$1.19M0.33%013F-HRTimeline
Campion Asset Management4,846$1.19M0.92%-15513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,876$1.19M0.09%+30813F-HRTimeline
PUREfi Wealth, LLC4,834$1.19M1.19%+33913F-HRTimeline
Horan Securities, Inc.4,832$1.19M0.45%-34613F-HRTimeline
Taylor Hoffman Capital Management LLC4,863$1.18M0.44%-4013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,823$1.18M0.68%+55413F-HRTimeline
Wayfinding Financial, LLC4,822$1.18M0.52%-15813F-HRTimeline
Weinberger Asset Management, Inc4,816$1.18M0.51%-2113F-HRTimeline
Profit Investment Management, LLC4,807$1.18M1.09%-1,21513F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC4,805$1.18M0.8%-4213F-HRTimeline
Lakeshore Capital Group, Inc.4,804$1.18M1.14%+4113F-HRTimeline
Pasadena Private Wealth, LLC4,803$1.18M0.23%+1,51113F-HRTimeline
Red Wave Investments LLC4,782$1.17M0.42%+113F-HRTimeline
Aveo Capital Partners, LLC4,703$1.17M0.2%-2,30713F-HRTimeline
Towercrest Capital Management4,779$1.17M0.22%-4,68013F-HRTimeline
Aspire Private Capital, LLC4,776$1.17M0.29%+11713F-HRTimeline
Trek Financial, LLC4,769$1.17M0.08%+50613F-HRTimeline
Schorn Wealth LLC4,763$1.17M0.38%+10213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.4,758$1.17M0.34%-413F-HRTimeline
Alliance Wealth Management Group4,748$1.16M0.31%-35813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,744$1.16M0.32%-3,62313F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd4,740$1.16M0.57%new13F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC4,739$1.16M0.66%-26713F-HRTimeline
Enclave Advisors LLC4,739$1.16M0.2%+2513F-HRTimeline
Summit X, LLC4,738$1.16M0.24%+5813F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,726$1.16M0.22%+513F-HRTimeline
Nova Wealth Management, Inc.4,720$1.16M1%-14313F-HR/ATimeline
Fairvoy Private Wealth, LLC4,713$1.16M0.32%-713F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC4,704$1.15M0.59%-57913F-HRTimeline
Camelot Portfolios, LLC4,696$1.15M0.71%new13F-HRTimeline
Investment Advisory Group, LLC4,681$1.15M0.38%+7413F-HRTimeline
Grove Street Fiduciary, LLC4,673$1.15M0.58%013F-HRTimeline
Wagner Wealth Management, LLC4,671$1.15M0.29%+3213F-HRTimeline
Summit Wealth Partners, LLC4,664$1.14M0.23%+5313F-HRTimeline
BIP Wealth, LLC4,660$1.14M0.07%-2613F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC4,657$1.14M0.17%013F-HRTimeline
KEYVANTAGE WEALTH, LLC4,655$1.14M0.56%-40813F-HRTimeline
Retirement Planning Co of New England, …4,654$1.14M0.57%+5413F-HR/ATimeline
Navis Wealth Advisors, LLC4,652$1.14M1.12%+2,25613F-HRTimeline
EWA, LLC4,648$1.14M0.42%+18013F-HRTimeline
Family Firm, Inc.4,648$1.14M0.25%+1013F-HRTimeline
NBZ Investment Advisors LLC4,644$1.14M0.66%+51613F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …4,636$1.14M0.15%-27113F-HRTimeline
Matisse Capital4,631$1.14M0.6%+5013F-HRTimeline
CM WEALTH ADVISORS LLC4,629$1.14M0.36%013F-HRTimeline
Planning Center, Inc.4,620$1.13M0.13%-1113F-HRTimeline
Aventura Private Wealth, LLC4,616$1.13M0.59%+31813F-HRTimeline
Garden State Investment Advisory Servic…4,638$1.13M0.36%+33013F-HRTimeline
Breed's Hill Capital LLC4,607$1.13M0.61%+4213F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,605$1.13M0.13%+34313F-HRTimeline
Second Half Financial Partners, LLC4,603$1.13M0.56%-8,64313F-HRTimeline
Aspen Wealth Management LLC4,596$1.13M0.32%+6813F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC4,590$1.13M0.24%-86813F-HRTimeline
Alliance Wealth Advisors, LLC4,574$1.12M0.66%-27513F-HRTimeline
Mainsail Financial Group, LLC4,572$1.12M0.64%+17513F-HRTimeline
Global Trust Asset Management, LLC4,571$1.12M0.68%-5,44813F-HRTimeline
Towne Trust Company, N.A4,566$1.12M0.39%+6013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,767$1.12M0.24%-31813F-HRTimeline
Curated Wealth Partners LLC4,549$1.12M0.14%+36513F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC4,547$1.12M0.84%-24513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,644$1.11M0.09%013F-HRTimeline
Eaton Financial Holdings Company, LLC4,522$1.11M0.46%+1513F-HRTimeline
Highland Financial Advisors, LLC4,520$1.11M0.4%-2,75413F-HRTimeline
Shulman DeMeo Asset Management LLC4,502$1.1M0.31%+213F-HRTimeline
RENAISSANCE GROUP LLC4,501$1.1M0.05%-34913F-HRTimeline
Werba Rubin Papier Wealth Management4,492$1.1M0.24%-12913F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC4,493$1.1M0.37%013F-HRTimeline
Eldridge Investment Advisors, Inc.4,471$1.1M0.25%-15713F-HRTimeline
Merrion Investment Management Co, LLC4,469$1.1M0.79%-17513F-HRTimeline
Challenger Wealth Management4,463$1.09M0.87%+52813F-HRTimeline
Westfuller Advisors, LLC4,460$1.09M0.73%+2113F-HRTimeline
Alan B Lancz & Associates, Inc.4,456$1.09M1.16%-75013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,434$1.09M1.24%-88513F-HRTimeline
Woodward Financial Advisors, Inc.4,434$1.09M0.52%-18813F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV4,433$1.09M0.24%+22913F-HRTimeline
Wambolt & Associates, LLC4,461$1.09M0.37%-1,01313F-HRTimeline
TPG Advisors LLC4,428$1.09M0.86%+313F-HRTimeline
GF FUND MANAGEMENT CO. LTD.4,428$1.09M0.03%+3,95313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,418$1.08M0.15%+1,50413F-HRTimeline
Borer Denton & Associates, Inc.4,404$1.08M0.38%+10013F-HRTimeline
Evanson Asset Management, LLC4,402$1.08M0.08%-1,02713F-HRTimeline
Clearwater Capital Advisors, LLC4,398$1.08M0.1%+9013F-HRTimeline
FCA CORP /TX4,392$1.08M0.34%-4213F-HRTimeline
Advyzon Investment Management, LLC4,390$1.08M0.38%-20813F-HRTimeline
BWM Planning, LLC4,385$1.08M0.46%+113F-HRTimeline
Avalon Trust Co4,382$1.07M0.09%-10413F-HRTimeline
CALIFORNIA FIRST LEASING CORP4,380$1.07M0.47%013F-HRTimeline
Buttonwood Financial Advisors Inc.4,378$1.07M0.47%-22913F-HRTimeline
UPTICK PARTNERS, LLC4,364$1.07M0.36%-113F-HRTimeline
Cutter & CO Brokerage, Inc.4,356$1.07M0.25%+3813F-HRTimeline
McDonough Capital Management, Inc4,354$1.07M0.7%+27113F-HRTimeline
WNY Asset Management, LLC4,340$1.06M0.13%-16413F-HRTimeline
Hamilton Wealth, LLC4,337$1.06M0.26%-22513F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC4,042$1.06M0.41%+49413F-HRTimeline
Center For Asset Management LLC4,325$1.06M0.65%-1413F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.4,323$1.06M1.05%-16213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.4,323$1.06M0.04%-2,07813F-HRTimelineGroup
Crown Wealth Group, LLC4,320$1.06M0.55%+22213F-HRTimeline
Indie Asset Partners, LLC4,307$1.06M0.92%-2,04713F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV4,306$1.06M1.08%-29113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,305$1.06M<0.01%013F-HRTimelineGroup
Capital Markets Trading UK LLP4,291$1.05M1.2%new13F-HRTimeline
Gemmer Asset Management LLC4,292$1.05M0.11%-9713F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC4,292$1.05M0.02%-9213F-HRTimeline
PSI Advisors, LLC4,291$1.05M0.34%-26913F-HRTimeline
Aspen Capital Management, LLC4,280$1.05M0.34%13F-HRTimeline
Wealthstream Advisors, Inc.4,268$1.05M0.2%-9613F-HRTimeline
Safeguard Investment Advisory Group, LLC4,259$1.05M0.28%+1,26813F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,262$1.05M0.59%+10113F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,258$1.04M0.32%-713F-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