Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

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
Center For Asset Management LLC4,339$1.04M0.67%+913F-HRTimeline
Garden State Investment Advisory Servic…4,308$1.04M0.32%+11913F-HRTimeline
Cutter & CO Brokerage, Inc.4,318$1.04M0.25%-32213F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,308$1.03M0.09%-2,31313F-HRTimeline
Clearwater Capital Advisors, LLC4,308$1.03M0.1%-41813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,305$1.03M<0.01%+63013F-HRTimelineGroup
Borer Denton & Associates, Inc.4,304$1.03M0.36%013F-HRTimeline
Aventura Private Wealth, LLC4,298$1.03M0.55%13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC4,293$1.03M0.74%+80413F-HRTimeline
Blackston Financial Advisory Group, LLC4,284$1.03M0.51%+7913F-HRTimeline
Pacific Point Advisors, LLC3,823$1.02M0.62%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,269$1.02M0.61%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,265$1.02M0.3%-3513F-HRTimeline
Stonebridge Financial Group, LLC4,264$1.02M0.11%13F-HRTimeline
Trek Financial, LLC4,263$1.02M0.08%-5713F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,262$1.02M0.12%-41313F-HRTimeline
Lumbard & Kellner, LLC4,262$1.02M0.44%+25813F-HRTimeline
ECOFI INVESTISSEMENTS SA4,600$1.02M0.63%-20013F-HRTimeline
NAPA WEALTH MANAGEMENT4,250$1.02M0.44%new13F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd4,240$1.02M0.37%new13F-HRTimelineGroup
BLALOCK WILLIAMS, LLC4,236$1.02M1.18%13F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC4,218$1.01M0.02%-23713F-HRTimeline
Old North State Trust, LLC4,219$1.01M0.64%+20213F-HRTimeline
R.H. Dinel Investment Counsel, Inc.4,217$1.01M0.67%013F-HRTimeline
Tevis Investment Management4,213$1.01M0.75%-43313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV4,204$1.01M0.23%+1413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,195$1.01M0.28%-4313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,194$1.01M0.2%-20913F-HRTimeline
Paragon Private Wealth Management, LLC4,191$1M0.46%+86813F-HRTimeline
Curated Wealth Partners LLC4,184$1M0.11%-9713F-HRTimeline
GGM Financial LLC4,172$1M1.07%+1913F-HRTimeline
S.A. Mason LLC4,164$998K0.52%-513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,161$997K0.44%13F-HRTimeline
Hopwood Financial Services, Inc.4,161$997K0.76%13F-HRTimeline
LANDAAS & CO /WI /ADV4,160$997K0.28%+413F-HRTimeline
Summa Corp.4,133$991K0.49%013F-HRTimeline
NBZ Investment Advisors LLC4,128$990K0.55%13F-HRTimeline
MFA Wealth Services4,123$988K0.79%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,122$988K0.15%-33013F-HRTimeline
Ardent Capital Management, Inc.4,120$988K0.45%-1,80013F-HRTimeline
WIMMER ASSOCIATES 1, LLC4,114$986K0.49%+4013F-HRTimeline
Helium Advisors LLC4,106$984K0.78%13F-HRTimeline
FCA CORP /TX4,434$984K0.31%+513F-HRTimeline
Affinity Capital Advisors, LLC4,046$984K0.19%+12913F-HRTimeline
Crown Wealth Group, LLC4,098$982K0.4%-3513F-HRTimeline
Discipline Wealth Solutions, LLC4,097$982K0.45%+39813F-HRTimeline
Maxi Investments CY Ltd4,091$981K0.19%new13F-HRTimeline
McDonough Capital Management, Inc4,083$979K0.61%+89313F-HRTimeline
Kaydan Wealth Management, Inc.4,081$978K0.33%013F-HRTimeline
Connective Portfolio Management, LLC4,080$978K1.46%-6,00013F-HRTimeline
1858 WEALTH MANAGEMENT, LLC4,078$978K0.77%-6613F-HRTimeline
Pine Haven Investment Counsel, Inc4,072$976K0.8%-25513F-HRTimeline
Wealthspire Retirement, LLC4,067$975K0.08%+23013F-HRTimeline
Roberts Financial Services LLC4,058$973K0.18%-36613F-HRTimeline
Lifeworks Advisors, LLC4,055$972K0.18%+16213F-HRTimeline
Investors Research Corp4,053$972K0.21%-25013F-HRTimeline
Ninepoint Partners LP4,050$971K0.15%+13113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,049$971K1.1%13F-HRTimeline
Safeguard Financial, LLC4,048$970K0.21%+2913F-HRTimeline
Taylor Financial Group, Inc.4,041$969K0.67%013F-HRTimeline
Quantum Portfolio Management LLC4,015$962K0.52%-8413F-HRTimeline
Wellspring Financial Advisors, LLC4,003$959K0.1%-32213F-HRTimeline
WENDELL DAVID ASSOCIATES INC4,000$959K0.09%013F-HRTimeline
Impact Partnership Wealth, LLC4,000$959K0.19%+32213F-HRTimeline
HARBERT FUND ADVISORS, LLC4,000$959K0.83%+1,50013F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC4,000$959K0.81%-6,40013F-HRTimeline
Harbor Group, Inc.3,988$956K0.21%+113F-HRTimeline
Sterling Group Wealth Management, LLC3,981$954K0.5%-9913F-HRTimeline
Narus Financial Partners, LLC3,972$952K0.32%-21013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,966$951K0.06%013F-HRTimeline
CJM Wealth Advisers, Ltd.3,957$948K0.32%-15713F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC3,954$948K0.47%013F-HRTimeline
GSG Advisors LLC3,950$947K0.3%+45113F-HRTimeline
THOMAS STORY & SON LLC3,940$944K0.4%013F-HRTimeline
Challenger Wealth Management3,935$943K0.81%13F-HRTimeline
Vawter Financial, Ltd.3,930$942K0.57%+3013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA3,926$941K0.7%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,923$940K0.13%+20313F-HRTimeline
Avantra Family Wealth, Inc.3,918$939K0.88%13F-HRTimeline
Taika Capital, LP3,903$936K0.71%new13F-HRTimeline
Cape Investment Advisory, Inc.3,899$935K0.37%-1513F-HRTimeline
WealthTrust Asset Management, LLC3,878$930K0.67%-11213F-HRTimeline
Warren Street Wealth Advisors, LLC3,857$925K0.38%-22113F-HRTimeline
Clearview Wealth Advisors LLC3,856$924K0.7%-3213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,846$922K0.3%+6713F-HRTimeline
Keebeck Wealth Management3,844$922K0.13%+22713F-HRTimeline
Goldstream Capital Management Ltd3,841$921K0.39%-5,14113F-HRTimeline
TFR Capital, LLC.3,836$920K0.46%13F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,831$918K0.36%-32613F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,815$915K0.49%-3813F-HRTimeline
LCM Capital Management Inc3,811$914K0.52%013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC3,810$913K0.43%-50013F-HRTimeline
Ruggaard & Associates LLC3,799$911K0.4%-2013F-HRTimeline
Versant Capital Management, Inc3,797$910K0.2%+1,02813F-HRTimeline
Ellevest, Inc.3,790$908K0.05%-40413F-HRTimeline
Plan A Wealth LLC3,789$908K0.83%13F-HRTimeline
Maltin Wealth Management, Inc.3,784$907K0.45%+1613F-HRTimeline
Flagstone Financial Management3,781$906K0.3%-27513F-HRTimeline
GenWealth Group, Inc.3,780$906K0.21%-6413F-HRTimeline
Tillman Hartley LLC3,779$906K0.26%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,780$905K0.35%13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,701$904K0.42%+1613F-HRTimeline
GFG Capital, LLC3,770$904K0.25%+113F-HRTimeline
BlueSky Wealth Advisors, LLC3,768$903K0.14%013F-HRTimeline
Holos Integrated Wealth LLC3,764$902K0.62%13F-HRTimeline
Mayfair Advisory Group, LLC3,757$901K0.53%+21013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC3,745$898K0.01%-32213F-HRTimeline
Portland Global Advisors LLC3,738$896K0.11%+1313F-HRTimeline
HOURGLASS CAPITAL, LLC3,735$895K0.25%013F-HRTimeline
McCarthy & Cox3,734$895K0.31%-28913F-HRTimeline
Griffith & Werner, Inc.3,720$892K0.59%13F-HRTimeline
Holland Advisory Services, Inc.3,717$891K1.16%+12413F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC3,715$891K0.36%+9213F-HRTimeline
KDT Advisors, LLC3,712$890K1.31%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,702$888K0.28%+10613F-HRTimeline
M3 Advisory Group, LLC3,701$887K0.64%-11313F-HRTimeline
Legacies Wealth LLC3,699$887K0.69%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.3,694$885K0.26%+21713F-HRTimeline
Wallace Advisory Group, LLC4,196$885K0.61%-1,25413F-HRTimeline
William Mack & Associates, Inc.3,689$884K0.93%13F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,688$884K0.72%-5,08013F-HRTimeline
Diversified Portfolios, Inc.3,688$884K0.1%-713F-HRTimeline
Per Stirling Capital Management, LLC.3,682$883K0.13%-15713F-HRTimeline
Prostatis Group LLC3,682$883K0.26%+30013F-HRTimeline
Advance Capital Management, Inc.3,682$883K0.04%-5013F-HRTimeline
Quantum Private Wealth, LLC3,679$882K0.28%-35313F-HRTimeline
Next Capital Management LLC3,670$880K0.36%-60813F-HRTimeline
Santori & Peters, Inc.3,665$879K0.34%+913F-HRTimeline
Bright Futures Wealth Management, LLC.3,295$878K0.78%-34313F-HRTimeline
Semus Wealth Partners LLC3,664$878K0.58%+313F-HRTimeline
von Borstel & Associates, Inc.3,666$878K0.34%+3313F-HRTimeline
1776 Wealth LLC3,652$875K0.4%+213F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC3,650$875K0.16%-23613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…3,649$875K0.21%+9113F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC3,642$873K0.07%-513F-HRTimeline
NCP Inc.3,642$873K0.45%+113F-HRTimeline
TSFG, LLC3,636$872K0.18%-23213F-HRTimeline
Hoxton Planning & Management, LLC3,635$871K0.33%+613F-HRTimeline
BridgePort Financial Solutions, LLC3,363$871K0.39%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,622$868K0.25%-1,60013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,612$866K0.51%13F-HRTimeline
FIDUCIENT ADVISORS LLC3,606$864K0.11%+9513F-HRTimeline
Joule Financial, LLC3,600$863K0.31%+19013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,600$863K0.43%-13413F-HRTimelineGroup
Millennium Capital Advisors, LLC3,596$862K0.59%-2,32013F-HRTimeline
Sierra Capital LLC3,598$862K0.1%+12713F-HRTimeline
Miller Financial Services LLC3,593$861K0.73%13F-HRTimeline
LongView Wealth Management3,578$858K0.26%+213F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,575$857K0.68%013F-HRTimeline
Stonekeep Investments, LLC3,573$857K0.64%-1913F-HRTimeline
Hibernia Wealth Partners, LLC3,573$856K0.66%-2,07513F-HRTimeline
Montis Financial, LLC3,570$856K0.26%+71613F-HRTimeline
Capital Management Associates, Inc3,567$855K0.32%+513F-HRTimeline
Rede Wealth, LLC3,562$854K0.33%-14413F-HRTimeline
Legacy Financial Strategies, LLC3,545$851K0.18%+15313F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC3,548$851K0.3%+1,73113F-HRTimeline
Carmel Capital Partners, LLC3,546$850K0.34%+1213F-HRTimeline
Facet Wealth, Inc.3,076$848K0.02%+5613F-HRTimeline
Better Money Decisions, LLC3,535$847K0.59%+49113F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.3,529$846K<0.01%013F-HRTimeline
Glass Wealth Management Co LLC3,527$845K0.46%+12013F-HRTimeline
IVC Wealth Advisors LLC3,526$845K0.47%-48713F-HRTimeline
Grey Fox Wealth Advisors, LLC3,520$844K0.23%+213F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/3,516$843K0.04%-19313F-HRTimeline
American Capital Advisory, LLC3,505$840K0.47%013F-HRTimeline
KEATING INVESTMENT COUNSELORS INC3,500$839K0.26%013F-HRTimeline
WJ Interests, LLC3,498$839K0.4%013F-HRTimeline
North Forty Two & Co.3,478$834K0.96%13F-HRTimeline
Persium Advisors, LLC3,466$831K0.82%13F-HRTimeline
Cascade Investment Advisors, Inc.3,458$829K0.53%-2013F-HRTimeline
RBA Wealth Management, LLC3,445$826K0.31%-14113F-HRTimeline
Illumine Investment Management, LLC3,441$825K0.68%13F-HRTimeline
MOLLER WEALTH PARTNERS3,437$824K0.22%-2,13913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,436$824K0.33%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC3,419$820K0.34%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,406$816K0.1%+20513F-HRTimeline
Outlook Wealth Advisors, LLC3,385$812K0.23%+13413F-HRTimeline
Meridian Wealth Partners, LLC3,382$811K0.12%-45813F-HRTimeline
Merriman Wealth Management, LLC3,382$811K0.03%+48113F-HRTimeline
Bank & Trust Co3,381$810K0.68%-1013F-HRTimeline
IronOak Wealth LLC.3,380$810K0.91%13F-HRTimeline
Laraway Financial Advisors Inc3,373$809K0.62%013F-HRTimeline
Capital Advantage, Inc.3,368$807K0.15%new13F-HRTimeline
Altus Wealth Management, LLC3,367$807K0.36%+5513F-HRTimeline
POSTROCK PARTNERS LLC3,362$806K0.39%13F-HRTimeline
Great Diamond Partners, LLC3,355$804K0.21%+14213F-HRTimeline
Pacific Center for Financial Services3,351$803K0.21%+213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,348$803K0.32%+39413F-HRTimeline
Vigilare Wealth Management3,349$803K0.33%-8513F-HRTimeline
Forefront Analytics, LLC3,345$802K0.37%+6413F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC3,341$801K0.51%-1,55713F-HRTimeline
MOTIVE WEALTH ADVISORS3,335$799K0.43%+26613F-HRTimeline
Smith Anglin Financial, LLC3,333$799K0.07%+213F-HRTimeline
FIRST COMMUNITY TRUST NA3,327$798K0.57%+17613F-HRTimeline
HTG Investment Advisors, Inc.3,323$797K0.36%-8813F-HRTimeline
Accredited Wealth Management, LLC3,315$795K0.7%13F-HRTimeline
Abound Wealth Management3,309$793K0.25%+3313F-HRTimeline
EdgeRock Capital LLC3,306$792K0.52%+32713F-HRTimeline
Diametric Capital, LP3,304$792K0.53%-2,02013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,300$791K0.33%+2013F-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