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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
Horizon Wealth Management, LLC5,238$1.65M0.24%-413F-HRTimeline
McAdam, LLC5,233$1.65M0.08%+24013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,230$1.65M1.02%+17013F-HRTimeline
A4 Wealth Advisors LLC5,228$1.65M1.39%13F-HRTimeline
Keebeck Wealth Management5,226$1.65M0.19%+39213F-HRTimeline
Fairvoy Private Wealth, LLC5,222$1.65M0.38%-16713F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP5,212$1.64M0.22%-98413F-HRTimeline
Lionsbridge Wealth Management LLC5,210$1.64M1.62%+7513F-HRTimeline
Salomon & Ludwin, LLC5,289$1.64M0.15%+38413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC5,195$1.64M0.28%-3113F-HRTimeline
Hurlow Wealth Management Group, Inc.5,190$1.64M0.42%-63413F-HRTimeline
Dogwood Wealth Management LLC5,178$1.63M0.74%-84913F-HRTimeline
Madison Wealth Partners, Inc5,175$1.63M0.32%-9713F-HRTimeline
Guardian Asset Advisors, LLC5,149$1.63M0.88%+613F-HRTimeline
LS Investment Advisors, LLC5,156$1.63M0.23%-10,40413F-HRTimeline
DMC Group, LLC5,153$1.63M1.12%-1313F-HRTimeline
Spinnaker Investment Group, LLC5,149$1.62M0.31%+24213F-HRTimeline
Canandaigua National Trust Co of Florida5,149$1.62M1.29%-11413F-HRTimeline
Uniting Wealth Partners, LLC5,144$1.62M0.38%+1,85413F-HRTimeline
Black Swift Group, LLC5,140$1.62M0.29%-60013F-HRTimeline
KINTRA WEALTH, LLC5,130$1.62M0.91%-3113F-HRTimeline
New Covenant Trust Company, N.A.5,130$1.62M1.51%-81913F-HRTimeline
Wallington Asset Management, LLC5,129$1.62M0.21%+14213F-HRTimeline
Heritage Investment Group, Inc.5,112$1.61M0.26%+24013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC5,111$1.61M0.49%-413F-HRTimeline
Sterneck Capital Management, LLC5,109$1.61M0.75%-2813F-HRTimeline
United Super Pty Ltd in its capacity as…5,100$1.61M0.06%-90013F-HRTimeline
Cross Staff Investments Inc5,099$1.61M1.12%-8013F-HRTimeline
State of Wyoming5,091$1.61M0.18%-14913F-HRTimeline
Weinberger Asset Management, Inc5,086$1.6M0.58%+2213F-HRTimeline
Beirne Wealth Consulting Services, LLC5,056$1.6M0.38%+3,02913F-HRTimeline
Park Capital Management, LLC / WI5,058$1.6M1.28%-13313F-HRTimeline
Elgethun Capital Management5,098$1.59M0.29%+19613F-HRTimeline
Womack Financial LLC5,042$1.59M1.21%-59213F-HRTimeline
VIAWEALTH, LLC5,038$1.59M0.87%-5213F-HRTimeline
Great Point Wealth Advisors, LLC5,037$1.59M0.3%13F-HRTimeline
Smith Thornton Advisors LLC5,036$1.59M0.83%+12613F-HRTimeline
Garde Capital, Inc.5,035$1.59M0.08%+4313F-HRTimeline
Round Rock Advisors LLC5,030$1.59M0.25%+1713F-HRTimeline
All Terrain Financial Advisors, LLC5,030$1.59M0.51%-50613F-HRTimeline
Beaumont Asset Management, L.L.C.5,028$1.59M0.8%+413F-HRTimeline
CJM Wealth Advisers, Ltd.5,020$1.58M0.49%+1,13113F-HRTimeline
Bulltick Wealth Management, LLC5,011$1.58M0.37%-2,37313F-HRTimeline
DELPHI MANAGEMENT INC /MA/5,009$1.58M1.47%-41713F-HRTimeline
Oxler Private Wealth LLC5,001$1.58M0.46%+2113F-HRTimeline
Holowesko Partners Ltd.5,000$1.58M0.58%013F-HRTimeline
JBF Capital, Inc.5,000$1.58M0.22%013F-HR/ATimeline
BAYVIEW ASSET MANAGEMENT, LLC5,000$1.58M1.21%-4,00013F-HRTimeline
FNY Investment Advisers, LLC5,000$1.58M0.51%-1,75013F-HRTimeline
Westhampton Capital, LLC4,991$1.57M0.77%+5213F-HRTimeline
McHugh Group, LLC4,975$1.57M0.94%013F-HRTimeline
Eldridge Investment Advisors, Inc.4,971$1.57M0.36%013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.4,967$1.57M1.18%-1,03313F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,958$1.56M0.16%+34813F-HRTimeline
Aventura Private Wealth, LLC4,952$1.56M0.58%+36313F-HRTimeline
Benson Investment Management Company, I…4,950$1.56M0.53%013F-HRTimeline
McDonough Capital Management, Inc4,941$1.56M0.78%+11113F-HRTimeline
Portus Wealth Advisors, LLC4,941$1.56M1.55%13F-HRTimeline
WILLNER & HELLER, LLC4,937$1.56M1.2%-4913F-HRTimeline
Insight Advisors, LLC/ PA4,924$1.55M0.24%-7513F-HRTimeline
Cambridge Advisors Inc.4,926$1.55M0.3%-10013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,899$1.55M0.22%-3113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.4,898$1.54M0.36%+5613F-HRTimeline
Peregrine Asset Advisers, Inc.4,891$1.54M0.46%013F-HRTimeline
PFW Advisors LLC4,888$1.54M0.46%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC4,888$1.54M0.72%-1213F-HRTimeline
BLALOCK WILLIAMS, LLC4,886$1.54M1.35%+20913F-HRTimeline
Maxele Advisors, LLC4,874$1.54M1.33%+113F-HRTimeline
Crown Wealth Group, LLC4,872$1.54M0.46%+54713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,865$1.53M0.11%+5813F-HRTimeline
Taylor Hoffman Capital Management LLC4,853$1.53M0.48%-4413F-HRTimeline
PhiloSmith Capital Corp4,850$1.53M0.43%013F-HRTimeline
GatePass Capital, LLC4,849$1.53M0.88%+813F-HRTimeline
Severin Investments, LLC4,849$1.53M1.36%-40113F-HRTimeline
Paladin Wealth, LLC4,835$1.53M1.11%-17513F-HRTimeline
MATAURO, LLC4,824$1.52M0.24%+2,59613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,824$1.52M0.6%-4,35413F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC4,819$1.52M0.18%+35013F-HRTimeline
Leo Wealth, LLC4,803$1.52M0.2%-4,95013F-HRTimeline
Ipsen Advisor Group LLC4,802$1.51M1.09%-19813F-HRTimeline
Retirement Planning Co of New England, …4,799$1.51M0.61%+9113F-HRTimeline
Spectrum Strategic Capital Management, …4,789$1.51M0.9%-8813F-HRTimeline
Red Wave Investments LLC4,786$1.51M0.46%-1413F-HRTimeline
Aspen Wealth Management LLC4,785$1.51M0.34%-1613F-HRTimeline
Pasadena Private Wealth, LLC4,783$1.51M0.22%-4113F-HRTimeline
MRA Advisory Group4,779$1.51M0.66%-4713F-HRTimeline
Walkner Condon Financial Advisors LLC4,774$1.51M0.24%+50413F-HRTimeline
Dempze Nancy E4,768$1.5M0.83%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,762$1.5M0.08%-62513F-HRTimelineGroup
Mainsail Financial Group, LLC4,749$1.5M0.64%+18113F-HRTimeline
BWM Planning, LLC4,749$1.5M0.45%+13513F-HRTimeline
TrueWealth Advisors, LLC4,716$1.49M0.4%-15313F-HRTimeline
Wagner Wealth Management, LLC4,715$1.49M0.35%-1113F-HRTimeline
Schorn Wealth LLC4,713$1.49M0.45%+613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,695$1.48M0.28%-713F-HRTimeline
Evanson Asset Management, LLC4,690$1.48M0.08%-97113F-HRTimeline
Francis Financial, Inc.3,358$1.48M0.26%+42413F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC4,686$1.48M0.35%-9313F-HRTimeline
Proficio Capital Partners LLC4,680$1.48M0.1%-22,78613F-HR/ATimeline
Grove Street Fiduciary, LLC4,673$1.47M0.7%013F-HRTimeline
Kingdom Financial Group LLC.4,664$1.47M0.9%+2,51013F-HRTimeline
RVW Wealth, LLC4,663$1.47M0.11%-5213F-HRTimeline
Darden Wealth Group Inc4,657$1.47M0.77%-1313F-HRTimeline
Wealthstream Advisors, Inc.4,658$1.47M0.22%+23313F-HRTimeline
Aspen Capital Management, LLC4,646$1.47M0.37%+33013F-HRTimeline
Campion Asset Management4,632$1.46M1.04%-3013F-HRTimeline
Matisse Capital4,631$1.46M0.66%013F-HRTimeline
MBE Wealth Management, LLC4,628$1.46M0.63%+99013F-HRTimeline
Whelan Financial4,622$1.46M0.46%+1,14613F-HRTimeline
Smart Portfolios, LLC4,620$1.46M1.41%-29913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…4,620$1.46M0.35%+1,42013F-HRTimeline
Windsor Advisory Group, LLC4,615$1.46M1.29%-1,32313F-HRTimeline
Almanack Investment Partners, LLC.4,610$1.45M0.22%-98213F-HRTimeline
Fairtree Asset Management (Pty) Ltd4,609$1.45M0.95%+1,31613F-HRTimeline
Full Sail Capital, LLC4,604$1.45M0.08%+4013F-HRTimeline
Highland Financial Advisors, LLC4,598$1.45M0.42%+7813F-HRTimeline
CWS Financial Advisors, LLC4,596$1.45M0.4%+113F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC4,662$1.45M0.38%+12313F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,587$1.45M0.03%+1,42713F-HRTimeline
Avalon Trust Co4,571$1.44M0.09%+60813F-HRTimeline
Diversified Portfolios, Inc.4,570$1.44M0.13%+49313F-HRTimeline
STEPH & CO4,563$1.44M0.44%-42113F-HRTimeline
MCDANIEL TERRY & CO4,558$1.44M0.12%-1,18713F-HRTimeline
Peck Wealth Management, LLC4,552$1.44M1.37%13F-HRTimeline
Pandora Wealth, Inc.4,549$1.43M0.87%-56413F-HRTimeline
KEYVANTAGE WEALTH, LLC4,529$1.43M0.6%-3013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,528$1.43M0.35%+25113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,515$1.42M0.1%-38113F-HRTimeline
SYKON CAPITAL LLC4,512$1.42M0.47%+46313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV4,511$1.42M1.24%+47313F-HRTimeline
Hara Capital LLC4,511$1.42M0.84%-12013F-HRTimeline
Enclave Advisors LLC4,508$1.42M0.22%-20913F-HRTimeline
Wayfinding Financial, LLC4,495$1.42M0.61%-313F-HRTimeline
STANCE CAPITAL LLC4,491$1.42M0.52%-4,15613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV4,556$1.42M0.27%+15113F-HRTimeline
Gemmer Asset Management LLC4,476$1.41M0.11%-5713F-HRTimeline
Reynders McVeigh Capital Management, LLC4,438$1.4M0.07%+20313F-HRTimeline
TPG Advisors LLC4,434$1.4M0.92%+313F-HRTimeline
Second Half Financial Partners, LLC4,429$1.4M0.62%+16413F-HRTimeline
THOMAS STORY & SON LLC4,412$1.39M0.51%+47213F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,411$1.39M0.13%+3513F-HRTimeline
Alan B Lancz & Associates, Inc.4,406$1.39M1.26%-5013F-HRTimeline
Borer Denton & Associates, Inc.4,404$1.39M0.46%013F-HRTimeline
Clearwater Capital Advisors, LLC4,400$1.39M0.12%+1813F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC4,387$1.38M0.19%013F-HRTimeline
FCA CORP /TX4,381$1.38M0.38%-2013F-HRTimeline
Lakeshore Capital Group, Inc.4,381$1.38M1.12%+5813F-HRTimeline
CALIFORNIA FIRST LEASING CORP4,380$1.38M0.51%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.4,378$1.38M1.24%-3513F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…4,365$1.38M0.11%-1113F-HRTimeline
SUMMIT SECURITIES GROUP LLC4,363$1.38M0.45%+2,82913F-HRTimeline
Ellevest, Inc.4,351$1.37M0.2%+65413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA4,346$1.37M0.24%-51013F-HRTimeline
Summit Wealth Partners, LLC4,345$1.37M0.25%+113F-HRTimeline
Hamilton Wealth, LLC4,343$1.37M0.29%+613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.4,342$1.37M0.3%-4,22113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,313$1.36M0.14%+28113F-HRTimeline
Quantum Portfolio Management LLC4,311$1.36M0.4%+42213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,304$1.36M0.08%-14,26313F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC4,304$1.36M0.17%+18213F-HRTimeline
Hassell Wealth Management, LLC4,303$1.36M0.47%+313F-HRTimeline
Sachetta, LLC4,298$1.36M0.5%-22313F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC4,290$1.35M0.39%+18013F-HRTimeline
Willis Johnson & Associates, Inc.4,291$1.35M0.08%-46313F-HRTimeline
WNY Asset Management, LLC4,277$1.35M0.13%-61813F-HRTimeline
Towercrest Capital Management4,269$1.35M0.22%-10813F-HRTimeline
Secure Asset Management, LLC4,333$1.35M0.22%-98113F-HRTimeline
Poehling Capital Management, INC.4,255$1.34M0.28%+113F-HRTimeline
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…4,253$1.34M1.25%013F-HRTimelineGroup
Center For Asset Management LLC4,249$1.34M0.72%-2113F-HRTimeline
Cadent Capital Advisors, LLC4,249$1.34M0.36%+2,39313F-HRTimeline
Alliance Wealth Management Group4,238$1.34M0.3%-10813F-HRTimeline
Tevis Investment Management4,238$1.34M0.8%+3413F-HRTimeline
Arkos Global Advisors4,229$1.33M0.17%+96013F-HRTimeline
Fourth Dimension Wealth, LLC4,227$1.33M0.51%-513F-HRTimeline
Next Capital Management LLC4,205$1.33M0.44%-5,43913F-HRTimeline
Alliance Wealth Advisors, LLC4,202$1.33M0.66%-713F-HRTimeline
Taylor Financial Group, Inc.4,192$1.32M0.76%013F-HRTimeline
Bluesphere Advisors LLC4,191$1.32M0.61%+3813F-HRTimeline
Curated Wealth Partners LLC4,186$1.32M0.16%-36313F-HRTimeline
Lumbard & Kellner, LLC4,184$1.32M0.49%013F-HRTimeline
Destiny Wealth Partners, LLC4,184$1.32M0.16%+8513F-HRTimeline
GGM Financial LLC4,183$1.32M0.67%+22213F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC4,183$1.32M0.73%-29113F-HRTimeline
Single Point Partners, LLC4,172$1.32M0.27%-63113F-HRTimeline
LANDAAS & CO /WI /ADV4,171$1.32M0.3%+413F-HRTimeline
S.A. Mason LLC4,158$1.31M0.58%013F-HRTimeline
GSG Advisors LLC4,220$1.31M0.35%+213F-HRTimeline
BridgePort Financial Solutions, LLC4,157$1.31M0.35%+57413F-HRTimeline
BCM ADVISORS, LLC4,293$1.31M0.26%013F-HRTimeline
Goldstein Advisors, LLC4,156$1.31M0.16%+5513F-HRTimeline
Operose Advisors LLC4,155$1.31M0.33%-22513F-HRTimeline
Woodward Financial Advisors, Inc.4,153$1.31M0.5%013F-HRTimeline
O'Brien Wealth Partners LLC4,145$1.31M0.18%+2,95313F-HRTimeline
Merrion Investment Management Co, LLC4,144$1.31M0.75%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,139$1.31M0.25%+1,02813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,131$1.3M0.22%+3213F-HRTimeline
Investment Advisory Group, LLC4,124$1.3M0.35%+1213F-HRTimeline
Capital Management Associates, Inc4,121$1.3M0.35%+113F-HRTimeline
RIVERSEDGE ADVISORS, LLC4,120$1.3M0.22%+97013F-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