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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,021 managers (5,105 13F filers) reported a position in JPM shares at 2026-03-31, 1,950,351,214 shares in all. 124 filers opened a position and 177 filers sold out during the quarter.

Managers
5,021
13F filers
5,105
New
124
Added
2,135
Reduced
2,294
Sold out
177
Shares held by filers
1,950,351,214

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
SEAMOUNT FINANCIAL GROUP INC5,985$1.76M0.79%+913F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,984$1.76M1.16%+20813F-HRTimeline
MOLLER WEALTH PARTNERS5,981$1.76M0.35%+18713F-HRTimeline
SEVEN MILE ADVISORY5,973$1.76M1.27%-3,52113F-HRTimeline
Bluebird Wealth Management LLC5,972$1.76M1.8%-2,27213F-HRTimeline
Alchemi Wealth, LLC5,968$1.76M0.97%+25913F-HRTimeline
Manske Wealth Management5,969$1.76M0.49%+20613F-HRTimeline
AGH Wealth Advisors, LLC5,963$1.75M1.29%-813F-HRTimeline
Alpha Family Trustin group Alpha Family Trust5,950$1.75M0.85%013F-HRTimelineGroup
Investment Research Partners LLC5,939$1.75M0.71%-36713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,938$1.75M0.17%-413F-HRTimeline
Parkway Wealth Management Group, LLC5,616$1.74M0.22%-8313F-HRTimeline
BLUE JEAN FINANCIAL LLC5,922$1.74M1.44%-20613F-HRTimeline
Silver Grove Financial Group, Inc.5,919$1.74M1.4%+27813F-HRTimeline
Drake & Associates, LLC5,910$1.74M0.33%-2,55413F-HRTimeline
Investment Partners Asset Management, I…5,906$1.74M1.07%+1613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,901$1.74M0.3%+12513F-HRTimeline
MANCHESTER FINANCIAL INC5,894$1.73M0.33%+10713F-HRTimeline
Ridge Creek Global, Inc5,890$1.73M1.47%013F-HRTimeline
RFP Financial Group LLC5,889$1.73M0.94%-64713F-HRTimeline
Pinnacle Wealth Management, LLC5,877$1.73M1.16%-2,74913F-HRTimeline
Shakespeare Wealth Management, LLC5,872$1.73M0.41%+7413F-HRTimeline
PROFFITT & GOODSON INC5,870$1.73M0.27%-25513F-HRTimeline
Dorsey Wright & Associates5,862$1.72M0.21%new13F-HRTimeline
Cassia Capital Partners, LLC5,857$1.72M0.89%+17113F-HRTimeline
Darden Wealth Group Inc5,845$1.72M0.88%+1,17513F-HRTimeline
Aspire Private Capital, LLC5,838$1.72M0.39%+7213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.5,833$1.72M0.94%-15813F-HRTimeline
HARRIS ASSOCIATES L P5,815$1.71M<0.01%-12013F-HRTimeline
Sendero Wealth Management, LLC5,814$1.71M0.19%+9613F-HRTimeline
PUREfi Wealth, LLC5,809$1.71M1.12%+16013F-HRTimeline
DUTCH ASSET Corp5,784$1.7M1.14%+69113F-HRTimeline
Barden Capital Management, Inc.5,772$1.7M1.45%013F-HRTimeline
Johnson Financial Group, LLC5,758$1.69M0.11%+2,54213F-HRTimeline
111 Capital5,757$1.69M0.42%new13F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.5,752$1.69M0.54%+2,75213F-HRTimeline
Sandbox Financial Partners, LLC5,750$1.69M0.48%-28913F-HRTimeline
Tennessee Valley Asset Management Partn…5,742$1.69M0.22%+31713F-HRTimeline
WILLNER & HELLER, LLC5,727$1.68M1.26%+82013F-HRTimeline
Nadler Financial Group, Inc.5,727$1.68M0.16%-34513F-HRTimeline
GERBER, LLC5,725$1.68M0.95%+36613F-HRTimeline
Spectrum Strategic Capital Management, …5,722$1.68M0.91%+14013F-HRTimeline
Birchcreek Wealth Management, LLC5,721$1.68M0.81%013F-HRTimeline
Avalon Trust Co5,720$1.68M0.12%+1,14913F-HRTimeline
Bridgewealth Advisory Group, LLC5,714$1.68M0.35%+1213F-HRTimeline
Evernest Financial Advisors, LLC5,386$1.68M0.35%-19413F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC5,702$1.68M0.71%-2,01713F-HRTimeline
Hurley Capital, LLC5,696$1.68M0.9%-20113F-HRTimeline
Realta Investment Advisors5,691$1.67M0.58%-1,07713F-HRTimeline
Fortis Group Advisors, LLC5,390$1.67M0.28%-2,19213F-HRTimeline
DB&C Advisors, LLC5,686$1.67M2.17%+2,96913F-HRTimeline
MRA Advisory Group5,686$1.67M0.68%+14313F-HRTimeline
Capital Investment Counsel, Inc5,683$1.67M0.2%-4013F-HRTimeline
Legacy Financial Strategies, LLC5,683$1.67M0.3%-1613F-HRTimeline
RMR Capital Management, LLC5,677$1.67M1.21%013F-HRTimeline
Evansbrook LLC5,659$1.66M1.11%+17413F-HRTimeline
DV Trading LLC5,656$1.66M0.15%+5,37613F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV5,645$1.66M1.58%-15013F-HRTimeline
55 North Private Wealth, LLC5,645$1.66M0.43%-13313F-HRTimeline
Brave Warrior Advisors, LLC5,643$1.66M0.04%013F-HRTimeline
WealthTrust Axiom LLC5,643$1.66M0.41%-8013F-HRTimeline
Eagle Strategies LLC5,639$1.66M0.2%+14913F-HRTimeline
Ark Wealth Advisors LLC5,621$1.65M1.64%+32913F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…5,610$1.65M0.85%+11013F-HRTimelineGroup
Corsicana & Co.6,706$1.64M1.04%+19013F-HRTimeline
Black Swift Group, LLC5,590$1.64M0.29%-11,55013F-HRTimeline
Axiom Investment Management LLC5,580$1.64M1.25%13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,578$1.64M0.64%+33013F-HRTimeline
Yoffe Investment Management, LLC5,569$1.64M2.1%+413F-HRTimeline
Baring Financial LLC5,568$1.64M1%-113F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,567$1.64M1.08%-3013F-HRTimeline
Amplius Wealth Advisors, LLC5,560$1.64M0.14%-4513F-HRTimeline
McDonough Capital Management, Inc5,552$1.63M0.89%+55413F-HRTimeline
Cravens & Co Advisors, LLC5,536$1.63M1.06%+11713F-HRTimeline
New Covenant Trust Company, N.A.5,535$1.63M1.45%+35113F-HRTimeline
Grant Street Asset Management, Inc.5,534$1.63M0.31%-25013F-HRTimeline
Financial Council, LLC5,525$1.63M0.63%-3113F-HRTimeline
Crown Wealth Group, LLC5,505$1.62M0.48%+14513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,492$1.62M1.01%+17813F-HRTimeline
Old North State Trust, LLC5,491$1.61M0.96%-8713F-HRTimeline
MinichMacGregor Wealth Management, LLC5,486$1.61M0.28%-1,01013F-HRTimeline
Raleigh Capital Management Inc.5,483$1.61M0.56%-87213F-HRTimeline
Xcelsior Advisor Partners LLC5,480$1.61M0.62%+13613F-HRTimeline
Providence First Trust Co5,462$1.61M0.56%-1,51513F-HRTimeline
Wilkins Miller Wealth Management, LLC5,453$1.6M0.97%-16213F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC5,450$1.6M0.44%-2913F-HRTimeline
Garden State Investment Advisory Servic…5,425$1.6M0.38%+20513F-HRTimeline
Fullerton Fund Management Co Ltd.5,438$1.6M0.13%-315,14113F-HRTimeline
Aurora Private Wealth, Inc.4,953$1.59M1.13%013F-HRTimeline
Portland Global Advisors LLC5,410$1.59M0.17%+25213F-HRTimeline
Global Trust Wealth Management LLC5,396$1.59M1.2%-50213F-HRTimeline
Syverson Strege & Co5,388$1.58M0.38%-2413F-HRTimeline
Curated Wealth Partners LLC5,379$1.58M0.2%-90913F-HRTimeline
Westhampton Capital, LLC5,378$1.58M0.74%+14013F-HRTimeline
Legal Advantage Investments, Inc.5,378$1.58M0.82%013F-HRTimeline
Truvestments Capital LLC5,376$1.58M0.29%+10113F-HRTimeline
Brucke Financial, Inc.5,375$1.58M0.8%-31213F-HRTimeline
SANDER CAPITAL ADVISORS INC5,375$1.58M0.92%-28013F-HRTimeline
Horizon Wealth Management, LLC5,361$1.58M0.23%+1613F-HRTimeline
Clifford Group, LLC5,356$1.58M1.21%+4613F-HRTimeline
Elgethun Capital Management5,345$1.57M0.26%+113F-HRTimeline
Sage Investment Counsel LLC5,342$1.57M1.74%-10013F-HRTimeline
Jacobsen Capital Management5,341$1.57M0.53%013F-HRTimeline
Aventura Private Wealth, LLC5,336$1.57M0.57%+13313F-HRTimeline
Trek Financial, LLC5,320$1.57M0.08%+10313F-HRTimeline
FIDELITY D & D BANCORP INC5,315$1.56M0.63%-11513F-HRTimeline
Unified Investment Management5,310$1.56M1.61%-28213F-HRTimeline
New World Advisors LLC5,305$1.56M0.27%-34513F-HR/ATimeline
Lionsbridge Wealth Management LLC5,294$1.56M1.57%+10813F-HRTimeline
Councilmark Asset Management, LLC5,293$1.56M0.89%013F-HRTimeline
COFG Advisors, LLC5,288$1.56M0.38%+5013F-HRTimeline
Uniting Wealth Partners, LLC5,279$1.55M0.33%+9813F-HRTimeline
Oliver Luxxe Assets LLC5,274$1.55M0.23%-12613F-HRTimeline
M.E. ALLISON & CO., INC.5,273$1.55M1.03%-34713F-HRTimeline
Blue Line Capital, LLC / IL5,265$1.55M1.75%+53113F-HRTimeline
Private Wealth Advisors, LLC5,251$1.54M0.43%-1113F-HRTimeline
Round Rock Advisors LLC5,250$1.54M0.24%+14913F-HRTimeline
Cynosure Group, LLC5,235$1.54M0.19%-1,44913F-HRTimeline
ADVISORY RESEARCH INC5,234$1.54M0.19%-34613F-HRTimeline
Dempze Nancy E5,228$1.54M0.84%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,214$1.53M0.52%+53413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VOISARD ASSET MANAGEMENT GROUP, INC.5,203$1.53M0.33%+15613F-HRTimeline
Sandro Wealth Management LLC5,203$1.53M1.23%+51613F-HRTimeline
GatePass Capital, LLC5,202$1.53M0.74%+80913F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC5,177$1.53M0.27%-3213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC5,195$1.53M0.18%+21813F-HRTimeline
Latitude Advisors, LLC5,193$1.53M0.7%-8813F-HRTimeline
Hurlow Wealth Management Group, Inc.5,191$1.53M0.36%+113F-HRTimeline
A4 Wealth Advisors LLC5,181$1.52M1.27%+2413F-HRTimeline
Fairvoy Private Wealth, LLC5,179$1.52M0.36%-3913F-HRTimeline
First Bancorp, Inc /ME/5,178$1.52M0.76%-2613F-HRTimeline
WELLINGTON-ALTUS USA INC.4,639$1.52M0.89%-1,34513F-HRTimeline
CORDA Investment Management, LLC.5,159$1.52M0.1%-68513F-HRTimeline
Madison Wealth Partners, Inc5,149$1.51M0.24%+42413F-HRTimeline
Wagner Wealth Management, LLC5,135$1.51M0.31%+2013F-HRTimeline
Sterneck Capital Management, LLC5,110$1.5M0.67%013F-HRTimeline
Clarus Group, Inc.5,110$1.5M0.54%-5513F-HRTimeline
Discipline Wealth Solutions, LLC5,098$1.5M0.16%+52013F-HRTimeline
Weinberger Asset Management, Inc5,090$1.5M0.56%-813F-HRTimeline
Garde Capital, Inc.5,082$1.49M0.09%-93413F-HRTimeline
Sun Group Wealth Partners5,081$1.49M1.18%+1,64213F-HRTimeline
Viewpoint Capital Management LLC5,080$1.49M0.7%-1,40013F-HRTimeline
BIT Capital GmbH5,076$1.49M0.08%-95813F-HRTimeline
TICINO WEALTH5,061$1.49M0.52%-44413F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,068$1.49M0.39%-3,62213F-HRTimeline
Crusonia Wealth Advisors LLC5,065$1.49M0.31%+17813F-HRTimeline
HALL LAURIE J TRUSTEE5,064$1.49M0.53%-27013F-HRTimeline
Cross Staff Investments Inc5,058$1.49M0.75%013F-HRTimeline
Collaborative Fund Advisors, LLC5,046$1.48M0.92%13F-HRTimeline
Oxler Private Wealth LLC5,041$1.48M0.46%+1713F-HRTimeline
CJM Wealth Advisers, Ltd.5,036$1.48M0.45%+17513F-HRTimeline
Beaumont Asset Management, L.L.C.5,027$1.48M0.67%+2913F-HRTimeline
Marshall Financial Group, LLC5,020$1.48M0.24%-64613F-HRTimeline
Van Diest Capital, LLC5,001$1.47M1.16%+1,28913F-HRTimeline
Holowesko Partners Ltd.5,000$1.47M0.41%013F-HRTimeline
JBF Capital, Inc.5,000$1.47M0.22%013F-HRTimeline
BCM ADVISORS, LLC4,779$1.47M0.29%+78513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC4,992$1.47M0.4%+2,57713F-HRTimeline
Forefront Analytics, LLC4,984$1.47M1.33%+1,63113F-HRTimeline
Aspen Wealth Management LLC4,983$1.47M0.29%+18013F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,982$1.47M0.14%+1013F-HR/ATimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,981$1.47M0.08%+18213F-HRTimelineGroup
Great Point Wealth Advisors, LLC4,980$1.47M0.27%+1913F-HRTimeline
Canandaigua National Trust Co of Florida4,979$1.46M1.18%-61413F-HRTimeline
August Group Capital Ltd4,979$1.46M1.7%-30413F-HRTimeline
Unique Wealth Strategies, LLC4,976$1.46M0.6%-1,55913F-HRTimeline
Vann Equity Management LLC4,969$1.46M1.04%13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,968$1.46M0.18%-813F-HRTimeline
DECISION INVESTMENTS, INC4,967$1.46M1.66%-31213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,965$1.46M0.09%+7413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,963$1.46M0.18%-18513F-HRTimeline
MLP3, LLC4,960$1.46M1.61%+413F-HRTimeline
VIAWEALTH, LLC4,943$1.45M0.81%+613F-HRTimeline
DMC Group, LLC4,939$1.45M0.98%-28013F-HRTimeline
Insight Advisors, LLC/ PA4,935$1.45M0.28%-1113F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC4,706$1.45M0.34%+2213F-HRTimeline
Peregrine Asset Advisers, Inc.4,926$1.45M0.39%+10513F-HRTimeline
BLALOCK WILLIAMS, LLC4,902$1.44M1.11%-1913F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC4,898$1.44M0.74%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC4,893$1.44M0.63%-35313F-HRTimeline
BARINGS LLCin group BARINGS LLC4,891$1.44M0.02%-3,73613F-HRTimelineGroup
Nicholas Wealth, LLC.4,883$1.44M0.99%+22313F-HRTimeline
BWM Planning, LLC4,883$1.44M0.38%-9713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO4,879$1.44M0.15%+1,81513F-HRTimeline
Eldridge Investment Advisors, Inc.4,871$1.43M0.31%-17013F-HRTimeline
Highland Financial Advisors, LLC4,870$1.43M0.38%+21113F-HRTimeline
McHugh Group, LLC4,869$1.43M0.85%-10613F-HRTimeline
Braeburn Wealth Management LLC4,867$1.43M0.82%-78313F-HRTimeline
Pasadena Private Wealth, LLC4,863$1.43M0.2%+12413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC4,852$1.43M0.37%+1,64113F-HRTimeline
Heritage Investment Group, Inc.4,852$1.43M0.22%-9713F-HRTimeline
Salomon & Ludwin, LLC4,844$1.43M0.13%-44713F-HRTimeline
PhiloSmith Capital Corp4,850$1.43M0.41%013F-HRTimeline
Guardian Asset Advisors, LLC4,838$1.42M0.83%-47013F-HRTimeline
Green Ridge Wealth Planning LLC4,839$1.42M0.75%+34213F-HRTimeline
Matisse Capital4,837$1.42M0.61%-10413F-HRTimeline
Dorato Capital Management4,620$1.42M1.05%-3213F-HRTimeline
State of Wyoming4,834$1.42M0.17%-213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,831$1.42M<0.01%-72013F-HRTimelineGroup
Prostatis Group LLC4,829$1.42M0.36%+20213F-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