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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
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…4,253$1.04M1.4%-108,47613F-HRTimelineGroup
Wealthspire Retirement, LLC4,244$1.04M0.08%+17713F-HRTimeline
BLALOCK WILLIAMS, LLC4,235$1.04M1.16%-113F-HRTimeline
Bluesphere Advisors LLC4,219$1.03M0.59%-1,85713F-HRTimeline
Lifeworks Advisors, LLC4,218$1.03M0.17%+16313F-HRTimeline
R.H. Dinel Investment Counsel, Inc.4,217$1.03M0.71%013F-HRTimeline
Requisite Capital Management, LLC4,210$1.03M0.23%-52213F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,920$1.03M0.54%-19413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,194$1.03M0.22%013F-HRTimeline
Taylor Financial Group, Inc.4,192$1.03M0.72%+15113F-HRTimeline
Keebeck Wealth Management4,185$1.03M0.15%+34113F-HRTimeline
Lumbard & Kellner, LLC4,184$1.03M0.45%-7813F-HRTimeline
Deseret Mutual Benefit Administrators4,183$1.03M0.51%-33613F-HRTimeline
Humankind Investments LLC4,182$1.03M0.27%-26413F-HRTimeline
CAAS CAPITAL MANAGEMENT LP4,175$1.02M0.49%-35613F-HRTimeline
S.A. Mason LLC4,164$1.02M0.54%013F-HRTimeline
Hopwood Financial Services, Inc.4,164$1.02M0.79%+313F-HRTimeline
LANDAAS & CO /WI /ADV4,163$1.02M0.28%+313F-HRTimeline
111 Capital4,155$1.02M0.2%new13F-HRTimeline
Wellspring Financial Advisors, LLC4,149$1.02M0.11%+14613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC4,138$1.02M0.38%+29213F-HRTimeline
Cardinal Strategic Wealth Guidance4,130$1.01M0.32%-1,69413F-HRTimeline
Affinity Capital Advisors, LLC4,288$1.01M0.2%+24213F-HRTimeline
Accredited Wealth Management, LLC4,123$1.01M0.85%+80813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,122$1.01M0.16%013F-HRTimeline
Old North State Trust, LLC4,219$1.01M0.64%013F-HRTimeline
Tevis Investment Management4,213$1.01M0.75%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,116$1.01M0.57%-84613F-HRTimeline
Helium Advisors LLC4,114$1.01M0.73%+813F-HRTimeline
Hassell Wealth Management, LLC4,299$1.01M0.43%+21413F-HRTimeline
Rossby Financial, LCC4,143$1.01M0.44%+1,21213F-HRTimeline
Goldstein Advisors, LLC4,113$1.01M0.15%-33113F-HRTimeline
Hardin Capital Partners, LLC4,110$1.01M0.62%-2,27513F-HRTimeline
Safeguard Financial, LLC4,107$1.01M0.22%+5913F-HRTimeline
Port Capital LLC4,106$1.01M0.05%-87513F-HRTimeline
Bank of Marin4,104$1.01M1.28%-46313F-HRTimeline
Discipline Wealth Solutions, LLC4,097$1M0.48%013F-HRTimeline
Smith Anglin Financial, LLC4,088$1M0.11%+75513F-HRTimeline
Kaydan Wealth Management, Inc.4,081$1M0.32%013F-HRTimeline
Narus Financial Partners, LLC4,057$995K0.34%+8513F-HRTimeline
Wallace Advisory Group, LLC4,127$989K0.68%-6913F-HRTimeline
Pine Haven Investment Counsel, Inc4,032$989K0.83%-4013F-HRTimeline
Tributary Capital Management, LLC4,025$987K0.09%-1,06213F-HRTimeline
DOHENY ASSET MANAGEMENT /CA4,024$987K0.77%+9813F-HRTimeline
Secure Asset Management, LLC4,020$986K0.2%-11,47313F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,006$983K0.05%-42813F-HRTimeline
WIN ADVISORS, INC4,004$982K0.5%new13F-HRTimeline
Summa Corp.4,000$981K0.57%-13313F-HRTimeline
WENDELL DAVID ASSOCIATES INC4,000$981K0.1%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.4,000$981K<0.01%+88513F-HRTimelineGroup
Harbor Group, Inc.3,989$979K0.2%+113F-HRTimeline
RVW Wealth, LLC3,988$978K0.09%+2,52313F-HRTimeline
Ardent Capital Management, Inc.3,986$978K0.42%-13413F-HRTimeline
Sterling Group Wealth Management, LLC3,982$977K0.52%+113F-HRTimeline
Garrett Wealth Advisory Group, LLC3,976$975K0.22%+69613F-HRTimeline
Vawter Financial, Ltd.3,971$974K0.55%+4113F-HRTimeline
Maltin Wealth Management, Inc.3,969$974K0.46%+18513F-HRTimeline
BIT Capital GmbH3,965$973K0.12%+1,32313F-HRTimeline
Capital Management Associates, Inc3,946$968K0.22%+37913F-HRTimeline
GGM Financial LLC3,946$968K0.66%-22613F-HRTimeline
Warren Street Wealth Advisors, LLC3,941$967K0.38%+8413F-HRTimeline
THOMAS STORY & SON LLC3,940$966K0.38%013F-HRTimeline
Future Fund LLC3,933$965K1.24%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,929$964K0.26%-26613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,926$963K0.13%+313F-HRTimeline
MFA Wealth Services3,920$962K0.79%-20313F-HRTimeline
Roberts Financial Services LLC3,920$962K0.19%-13813F-HRTimeline
Quantum Portfolio Management LLC3,915$960K0.49%-10013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,913$960K1.09%-13613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,902$957K0.31%+20013F-HRTimeline
TSFG, LLC3,895$956K0.2%+25913F-HRTimeline
Peak Retirement Planning, Inc.3,896$956K0.53%-9,53713F-HRTimeline
Avantra Family Wealth, Inc.3,894$955K0.92%-2413F-HRTimeline
Cape Investment Advisory, Inc.3,891$955K0.38%-813F-HRTimeline
ECOFI INVESTISSEMENTS SA4,550$954K0.61%-5013F-HRTimeline
CJM Wealth Advisers, Ltd.3,887$953K0.34%-7013F-HRTimeline
Ellevest, Inc.3,885$953K0.06%+9513F-HRTimeline
Abel Hall, LLC3,884$953K0.57%-93513F-HRTimeline
SYKON CAPITAL LLC3,880$952K0.36%+2,32513F-HRTimeline
Balance Wealth Partners LLC3,880$952K0.62%13F-HRTimeline
Hoxton Planning & Management, LLC3,876$951K0.36%+24113F-HRTimeline
Portland Global Advisors LLC3,875$951K0.12%+13713F-HRTimeline
Creekmur Asset Management LLC3,869$949K0.2%+2,71813F-HRTimeline
BluePointe Capital Management, LLC3,858$946K0.36%+1,81113F-HRTimeline
Ninepoint Partners LP3,858$946K0.17%-19213F-HRTimeline
Advance Capital Management, Inc.3,856$946K0.05%+17413F-HRTimeline
GSG Advisors LLC4,033$945K0.31%+8313F-HRTimeline
Goldstream Capital Management Ltd3,841$942K0.63%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,831$940K0.38%013F-HRTimeline
SRN Advisors, LLC3,830$939K1.06%-1,78313F-HRTimeline
Pacific Point Advisors, LLC3,823$938K0.52%013F-HRTimeline
Tranquilli Financial Advisor LLC3,820$937K0.59%-1,60513F-HRTimeline
MAYPORT, LLC3,816$936K0.26%+87513F-HRTimeline
LCM Capital Management Inc3,811$935K0.55%013F-HRTimeline
Ariadne Wealth Management, LP3,693$935K0.49%-32113F-HRTimeline
Tanager Wealth Management LLP3,810$935K0.12%-1,43413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC3,802$933K0.69%-49113F-HRTimeline
Plan A Wealth LLC3,800$932K0.72%+1113F-HRTimeline
Emerald Advisors, LLC3,793$930K0.12%+58213F-HRTimeline
Flagstone Financial Management3,781$928K0.3%013F-HRTimeline
Tillman Hartley LLC3,779$927K0.27%013F-HRTimeline
BlueSky Wealth Advisors, LLC3,768$924K0.14%013F-HRTimeline
Transce3nd, LLC3,769$924K0.41%-65113F-HRTimeline
Holos Integrated Wealth LLC3,764$923K0.61%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,763$923K0.51%-5213F-HRTimeline
Disciplined Equity Management, Inc.3,763$923K0.64%-70013F-HRTimeline
Galibier Capital Management Ltd.3,760$922K0.29%-1,50013F-HRTimeline
BLI - Banque de Luxembourg Investments3,800$921K0.03%new13F-HRTimeline
Mayfair Advisory Group, LLC3,739$917K0.53%-1813F-HRTimeline
M3 Advisory Group, LLC3,738$917K0.72%+3713F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC3,738$917K0.38%+2313F-HRTimeline
Koss-Olinger Consulting, LLC3,734$916K0.08%new13F-HRTimeline
Holland Advisory Services, Inc.3,719$912K1.38%+213F-HRTimeline
KDT Advisors, LLC3,712$911K1.34%013F-HRTimeline
Legacies Wealth LLC3,699$907K0.67%013F-HRTimeline
Per Stirling Capital Management, LLC.3,697$907K0.13%+1513F-HRTimeline
American Capital Advisory, LLC3,695$906K0.49%+19013F-HRTimeline
Vigilare Wealth Management3,693$906K0.36%+34413F-HRTimeline
William Mack & Associates, Inc.3,690$905K0.77%+113F-HRTimeline
WealthTrust Asset Management, LLC3,684$904K0.67%-19413F-HRTimeline
Round Rock Advisors LLC3,682$903K0.17%-73613F-HRTimeline
Santori & Peters, Inc.3,674$901K0.36%+913F-HRTimeline
Griffith & Werner, Inc.3,670$900K0.56%-5013F-HRTimeline
Diversified Portfolios, Inc.3,668$900K0.09%-2013F-HRTimeline
Nicholas Wealth, LLC.3,666$899K0.94%-2,83213F-HR/ATimeline
North Capital, Inc.3,666$899K0.85%13F-HRTimeline
Semus Wealth Partners LLC3,664$899K0.63%013F-HRTimeline
TruNorth Capital Management, LLC3,659$898K0.22%+2,84713F-HRTimeline
1776 Wealth LLC3,654$896K0.41%+213F-HRTimeline
NCP Inc.3,642$893K1.21%013F-HRTimeline
Encompass More Asset Management3,642$893K0.27%+49313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC3,640$893K0.07%-213F-HRTimeline
Veltria Advisors Corp.3,640$893K0.58%-4,17113F-HRTimeline
Facet Wealth, Inc.3,531$892K0.02%+45513F-HRTimeline
von Borstel & Associates, Inc.3,633$891K0.27%-3313F-HRTimeline
McCarthy & Cox3,632$891K0.39%-10213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,625$889K0.11%+21913F-HRTimeline
Joule Financial, LLC3,625$889K0.31%+2513F-HRTimeline
Grey Fox Wealth Advisors, LLC3,619$888K0.24%+9913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,612$886K0.37%013F-HR/ATimeline
GFG Capital, LLC3,599$883K0.27%-17113F-HRTimeline
Mission Financial Group, LLC2,999$882K0.81%13F-HRTimeline
Millennium Capital Advisors, LLC3,596$882K0.65%013F-HRTimeline
Stonekeep Investments, LLC3,590$881K0.65%+1713F-HRTimeline
GSA CAPITAL PARTNERS LLP3,584$879K0.08%-4,08213F-HRTimeline
INVENIO WEALTH PARTNERS LLC3,582$879K0.37%+16313F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,575$877K0.75%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,575$877K0.44%-2513F-HRTimelineGroup
Carmel Capital Partners, LLC3,562$874K0.34%+1613F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,726$873K0.38%+2513F-HRTimeline
Strive Asset Management, LLC3,553$872K0.61%+26113F-HR/ATimeline
Provenance Wealth Advisors, LLC3,544$869K0.13%-4,77513F-HRTimeline
Three Magnolias Financial Advisors, LLC3,559$869K0.74%new13F-HRTimeline
GenWealth Group, Inc.3,531$866K0.19%-24913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,813$866K0.19%+76213F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.3,529$866K<0.01%013F-HRTimeline
Glass Wealth Management Co LLC3,527$865K0.52%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC3,524$864K0.28%new13F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/3,518$863K0.04%+213F-HRTimeline
MBE Wealth Management, LLC3,514$862K0.41%+90313F-HRTimeline
Rede Wealth, LLC3,509$861K0.3%-5313F-HRTimeline
HOURGLASS CAPITAL, LLC3,506$860K0.23%-22913F-HRTimeline
Compass Ion Advisors, LLC3,505$860K0.1%+32513F-HRTimeline
ORG Partners LLC3,525$859K0.21%-10,25113F-HRTimeline
Firestone Capital Management3,499$858K0.23%-1,96013F-HRTimeline
WJ Interests, LLC3,498$858K0.4%013F-HRTimeline
North Forty Two & Co.3,497$858K0.95%+1913F-HRTimeline
Warwick Investment Management, Inc.3,479$853K0.18%+37613F-HRTimeline
Montis Financial, LLC3,478$853K0.25%-9213F-HRTimeline
BridgePort Financial Solutions, LLC3,477$853K0.38%+11413F-HRTimeline
Sierra Capital LLC3,471$851K0.1%-12713F-HRTimeline
Whelan Financial3,468$851K0.33%+19213F-HRTimeline
GREENBERG FINANCIAL GROUP2,889$850K0.35%13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,461$849K0.09%-84713F-HRTimeline
Legacy Financial Strategies, LLC3,459$848K0.18%-8613F-HRTimeline
Cyrus J. Lawrence, LLC3,456$847K3.21%-53,89213F-HRTimeline
Rise Advisors, LLC3,451$847K0.37%+19513F-HRTimeline
Walkner Condon Financial Advisors LLC3,450$846K0.17%+18913F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,452$846K0.4%-32813F-HRTimeline
Illumine Investment Management, LLC3,441$844K0.69%013F-HRTimeline
Gouws Capital LLC3,433$842K0.55%+1,93313F-HRTimeline
Long Road Investment Counsel, LLC3,432$842K0.33%new13F-HRTimeline
Bravias Capital Group, LLC3,431$842K0.68%-84513F-HRTimeline
Opal Wealth Advisors, LLC3,414$837K0.26%+27613F-HRTimeline
Quantum Private Wealth, LLC3,411$837K0.32%-26813F-HRTimeline
Coastwise Capital Group, LLC3,410$837K0.7%-2,90713F-HRTimeline
1858 WEALTH MANAGEMENT, LLC3,406$835K0.71%-67213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,405$835K0.46%-1,99213F-HRTimeline
Willow Creek Wealth Management Inc.3,404$835K0.08%+10913F-HRTimeline
Catalina Capital Group, LLC3,396$833K0.56%-10,56413F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,393$832K0.11%+14313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,392$832K0.4%+62613F-HRTimeline
Great Diamond Partners, LLC3,392$832K0.23%+3713F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC3,390$832K0.41%-42013F-HRTimeline
Stelac Advisory Services LLC3,380$830K0.34%+2,94513F-HRTimeline
Bank & Trust Co3,381$829K0.68%013F-HRTimeline
Laraway Financial Advisors Inc3,373$827K0.66%013F-HRTimeline
Altus Wealth Management, LLC3,373$827K0.39%+613F-HRTimeline
POSTROCK PARTNERS LLC3,362$825K0.41%013F-HRTimeline
Forefront Analytics, LLC3,360$824K0.95%+1513F-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