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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,686 managers (4,752 13F filers) reported a position in JPM shares at 2025-06-30, 2,011,737,941 shares in all. 178 filers opened a position and 105 filers sold out during the quarter.

Managers
4,686
13F filers
4,752
New
178
Added
2,027
Reduced
2,016
Sold out
105
Shares held by filers
2,011,737,941

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GSG Advisors LLC4,218$1.22M0.35%+18513F-HRTimeline
R.H. Dinel Investment Counsel, Inc.4,217$1.22M0.81%013F-HRTimeline
Carmel Capital Partners, LLC4,210$1.22M0.43%+64813F-HRTimeline
Alliance Wealth Advisors, LLC4,209$1.22M0.66%-36513F-HRTimeline
Ariadne Wealth Management, LP4,198$1.22M0.58%+50513F-HRTimeline
Tevis Investment Management4,204$1.22M0.78%-913F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,194$1.22M0.36%-6413F-HRTimeline
Taylor Financial Group, Inc.4,192$1.22M0.76%013F-HRTimeline
Helium Advisors LLC4,186$1.21M0.77%+7213F-HRTimeline
Lumbard & Kellner, LLC4,184$1.21M0.53%013F-HRTimeline
Deseret Mutual Benefit Administrators4,183$1.21M0.57%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,177$1.21M0.61%-8513F-HRTimeline
LANDAAS & CO /WI /ADV4,167$1.21M0.29%+413F-HRTimeline
S.A. Mason LLC4,158$1.21M0.58%-613F-HRTimeline
Bluesphere Advisors LLC4,153$1.2M0.6%-6613F-HRTimeline
Woodward Financial Advisors, Inc.4,153$1.2M0.5%-28113F-HRTimeline
Merrion Investment Management Co, LLC4,144$1.2M0.78%-32513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,131$1.2M0.6%-69213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,122$1.2M0.17%013F-HRTimeline
Capital Management Associates, Inc4,120$1.19M0.38%+17413F-HRTimeline
Cardinal Strategic Wealth Guidance4,115$1.19M0.34%-1513F-HRTimeline
Investment Advisory Group, LLC4,112$1.19M0.36%-56913F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC4,110$1.19M0.45%+6813F-HRTimeline
Veltria Advisors Corp.4,107$1.19M0.8%+46713F-HRTimeline
Kaydan Wealth Management, Inc.4,104$1.19M0.39%+2313F-HRTimeline
Goldstein Advisors, LLC4,101$1.19M0.16%-1213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,099$1.19M0.22%-9513F-HRTimeline
Destiny Wealth Partners, LLC4,099$1.19M0.16%+2,05213F-HRTimeline
Prasad Wealth Partners, LLC4,099$1.19M0.35%+2,39513F-HRTimeline
TWINBEECH CAPITAL LP4,098$1.19M0.03%-51,50513F-HRTimeline
Discipline Wealth Solutions, LLC4,097$1.19M0.45%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,093$1.19M0.05%+8713F-HRTimeline
PSI Advisors, LLC4,084$1.18M0.58%-20713F-HRTimeline
CM WEALTH ADVISORS LLC4,083$1.18M0.35%-54613F-HRTimeline
Diversified Portfolios, Inc.4,077$1.18M0.11%+40913F-HRTimeline
Tikehau Investment Management4,070$1.18M1.84%-4,07013F-HRTimeline
Narus Financial Partners, LLC4,063$1.18M0.37%+613F-HRTimeline
Wealth Group, Ltd.4,052$1.18M1.17%-3,19713F-HRTimeline
SYKON CAPITAL LLC4,049$1.17M0.43%+16913F-HRTimeline
Garrett Wealth Advisory Group, LLC4,044$1.17M0.25%+6813F-HRTimeline
MFA Wealth Services4,043$1.17M0.88%+12313F-HRTimeline
Hopwood Financial Services, Inc.4,040$1.17M0.92%-12413F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV4,038$1.17M1.13%-26813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,032$1.17M0.13%+40713F-HRTimeline
Kingsman Wealth Management, Inc.4,027$1.17M0.73%-1,16513F-HRTimeline
DOHENY ASSET MANAGEMENT /CA4,024$1.17M0.82%013F-HRTimeline
ECOFI INVESTISSEMENTS SA4,050$1.16M1.29%-50013F-HRTimeline
Tillman Hartley LLC4,009$1.16M0.33%+23013F-HRTimeline
GenWealth Group, Inc.4,005$1.16M0.23%+47413F-HRTimeline
WENDELL DAVID ASSOCIATES INC4,000$1.16M0.12%013F-HRTimeline
Safeguard Investment Advisory Group, LLC4,003$1.16M0.29%-25613F-HRTimeline
NBZ Investment Advisors LLC3,999$1.16M0.66%-64513F-HRTimeline
Shulman DeMeo Asset Management LLC3,996$1.16M0.29%-50613F-HRTimeline
Parsonex Advisory Services, Inc.3,995$1.16M0.97%13F-HRTimeline
Harbor Group, Inc.3,991$1.16M0.21%+213F-HRTimeline
Ardent Capital Management, Inc.3,986$1.16M0.55%013F-HRTimeline
Sterling Group Wealth Management, LLC3,984$1.16M0.64%+213F-HRTimeline
M3 Advisory Group, LLC3,980$1.15M0.8%+24213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,969$1.15M0.21%+15613F-HRTimeline
Tributary Capital Management, LLC3,975$1.15M0.1%-5013F-HRTimeline
TSFG, LLC3,964$1.15M0.21%+6913F-HRTimeline
Avalon Trust Co3,963$1.15M0.08%-41913F-HRTimeline
Wealthspire Retirement, LLC3,962$1.15M0.08%-28213F-HRTimeline
GGM Financial LLC3,961$1.15M0.67%+1513F-HR/ATimeline
Avantra Family Wealth, Inc.3,957$1.15M0.95%+6313F-HRTimeline
One Day In July LLC3,954$1.15M0.1%+85313F-HRTimeline
Ninepoint Partners LP3,946$1.14M0.22%+8813F-HRTimeline
THOMAS STORY & SON LLC3,940$1.14M0.44%013F-HRTimeline
Riverview Trust Co3,936$1.14M1.42%-3,92213F-HRTimeline
Bank of Marin3,922$1.14M0.86%-18213F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,920$1.14M0.58%013F-HRTimeline
Hardin Capital Partners, LLC3,912$1.14M0.67%-19813F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,918$1.14M0.16%-813F-HRTimeline
Warren Street Wealth Advisors, LLC3,917$1.14M0.38%-2413F-HRTimeline
Emerald Advisors, LLC3,913$1.13M0.15%+12013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC3,911$1.13M0.24%+74513F-HR/ATimeline
Balance Wealth Partners LLC3,906$1.13M0.66%+2613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,904$1.13M0.18%+58713F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC3,941$1.13M0.4%+20313F-HRTimeline
Quantum Portfolio Management LLC3,889$1.13M0.54%-2613F-HRTimeline
CJM Wealth Advisers, Ltd.3,889$1.13M0.38%+213F-HRTimeline
Pine Haven Investment Counsel, Inc3,886$1.13M0.89%-14613F-HRTimeline
Hoxton Planning & Management, LLC3,879$1.12M0.39%+313F-HRTimeline
MAYPORT, LLC3,852$1.12M0.27%+3613F-HRTimeline
Nova Wealth Management, Inc.3,848$1.12M0.82%-87213F-HRTimeline
LCM Capital Management Inc3,847$1.12M0.58%+3613F-HRTimeline
National Wealth Management Group, LLC3,845$1.11M0.62%+2,02113F-HRTimeline
Goldstream Capital Management Ltd3,841$1.11M0.48%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC3,837$1.11M0.75%+3513F-HRTimeline
CULTIVAR CAPITAL, INC.3,832$1.11M0.8%+1,63213F-HRTimeline
Opal Wealth Advisors, LLC3,824$1.11M0.31%+41013F-HRTimeline
Accredited Wealth Management, LLC3,823$1.11M0.9%-30013F-HRTimeline
Pacific Point Advisors, LLC3,823$1.11M0.6%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,811$1.1M0.18%-1,57913F-HRTimeline
Advance Capital Management, Inc.3,804$1.1M0.05%-5213F-HRTimeline
Indie Asset Partners, LLC3,803$1.1M2.01%-50413F-HRTimeline
Curtis Advisory Group, LLC3,800$1.1M0.28%+2,00013F-HRTimeline
Litman Gregory Wealth Management LLC3,795$1.1M0.09%+1,75013F-HRTimeline
William Mack & Associates, Inc.3,792$1.1M0.7%+10213F-HRTimeline
HORIZON BANCORP INC /IN/3,790$1.1M0.55%+1,29013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Flagstone Financial Management3,781$1.1M0.31%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,743$1.09M0.43%+1713F-HRTimeline
Disciplined Equity Management, Inc.3,763$1.09M0.64%013F-HRTimeline
Millennium Capital Advisors, LLC3,763$1.09M0.73%+16713F-HRTimeline
BLI - Banque de Luxembourg Investments3,800$1.09M0.03%013F-HRTimeline
Galibier Capital Management Ltd.3,760$1.09M0.33%013F-HRTimeline
Port Capital LLC3,756$1.09M0.05%-35013F-HRTimeline
Plan A Wealth LLC3,743$1.09M0.62%-5713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,741$1.08M0.39%-9013F-HRTimeline
RENAISSANCE GROUP LLC3,740$1.08M0.04%-76113F-HRTimeline
Tripletail Wealth Management, LLC3,731$1.08M1.55%13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,730$1.08M0.55%-3313F-HRTimeline
Holland Advisory Services, Inc.3,721$1.08M1.58%+213F-HRTimeline
von Borstel & Associates, Inc.3,666$1.08M0.28%+3313F-HRTimeline
NCP Inc.3,718$1.08M1.02%+7613F-HRTimeline
KDT Advisors, LLC3,712$1.08M1.74%013F-HRTimeline
Mayfair Advisory Group, LLC3,718$1.07M0.51%-2113F-HRTimeline
Per Stirling Capital Management, LLC.3,702$1.07M0.14%+513F-HRTimeline
Hibernia Wealth Partners, LLC3,697$1.07M0.39%+2,64213F-HRTimeline
Legacies Wealth LLC3,699$1.07M0.71%013F-HRTimeline
Ellevest, Inc.3,697$1.07M0.17%-18813F-HRTimeline
Nicholas Wealth, LLC.3,695$1.07M0.94%+2913F-HR/ATimeline
Clark & Stuart, Inc3,689$1.07M0.81%new13F-HRTimeline
INCEPTIONR LLC3,688$1.07M0.25%new13F-HRTimeline
INVENIO WEALTH PARTNERS LLC3,687$1.07M0.42%+10513F-HRTimeline
Santori & Peters, Inc.3,684$1.07M0.39%+1013F-HRTimeline
Semus Wealth Partners LLC3,683$1.07M0.69%+1913F-HRTimeline
1776 Wealth LLC3,679$1.07M0.44%+2513F-HRTimeline
North Capital, Inc.3,677$1.07M0.92%+1113F-HRTimeline
Planning Center, Inc.3,674$1.07M0.12%-94613F-HRTimeline
Rise Advisors, LLC3,662$1.06M0.42%+21113F-HRTimeline
RATIONAL ADVISORS, INC.3,658$1.06M0.11%+88313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,647$1.06M0.18%+86613F-HRTimeline
MBE Wealth Management, LLC3,638$1.05M0.46%+12413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,637$1.05M0.4%+2513F-HRTimeline
Koss-Olinger Consulting, LLC3,627$1.05M0.09%-10713F-HRTimeline
Grant Private Wealth Management Inc3,619$1.05M0.59%-3,74613F-HRTimeline
Cascade Financial Partners, LLC3,612$1.05M0.13%+45013F-HRTimeline
Tranquilli Financial Advisor LLC3,609$1.05M0.65%-21113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,607$1.05M0.36%+10213F-HRTimeline
Grey Fox Wealth Advisors, LLC3,607$1.05M0.25%-1213F-HRTimeline
Humankind Investments LLC3,604$1.04M0.25%-57813F-HRTimeline
Summa Corp.3,600$1.04M0.54%-40013F-HRTimeline
Cyr Financial Inc.3,599$1.04M0.81%+87913F-HRTimeline
Stonekeep Investments, LLC3,595$1.04M0.7%+513F-HRTimeline
Joule Financial, LLC3,587$1.04M0.34%-3813F-HRTimeline
BridgePort Financial Solutions, LLC3,583$1.04M0.35%+10613F-HRTimeline
American Capital Advisory, LLC3,582$1.04M0.52%-11313F-HRTimeline
SilverOak Wealth Management LLC3,576$1.04M0.19%+57413F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,575$1.04M0.83%013F-HRTimeline
Presidio Capital Management, LLC3,559$1.03M0.4%+1,10513F-HRTimeline
Three Magnolias Financial Advisors, LLC3,559$1.03M0.71%013F-HRTimeline
Coastwise Capital Group, LLC3,538$1.03M0.82%+12813F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.3,529$1.02M<0.01%013F-HRTimeline
Center For Asset Management LLC4,270$1.02M0.63%-5513F-HRTimeline
Compass Ion Advisors, LLC3,524$1.02M0.11%+1913F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,519$1.02M0.38%+6713F-HRTimeline
Warwick Investment Management, Inc.3,516$1.02M0.2%+3713F-HRTimeline
MOTIVE WEALTH ADVISORS3,511$1.02M0.46%+32813F-HRTimeline
HOURGLASS CAPITAL, LLC3,506$1.02M0.25%013F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC3,505$1.02M0.1%-14,94113F-HRTimeline
POSTROCK PARTNERS LLC3,502$1.02M0.49%+14013F-HRTimeline
WJ Interests, LLC3,498$1.01M0.43%013F-HRTimeline
Rede Wealth, LLC3,491$1.01M0.37%-1813F-HRTimeline
Maltin Wealth Management, Inc.3,489$1.01M0.46%-48013F-HRTimeline
ORG Partners LLC3,480$1.01M0.22%-4513F-HRTimeline
Smith Anglin Financial, LLC3,485$1.01M0.09%-60313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,482$1.01M0.46%-9313F-HRTimelineGroup
Firestone Capital Management3,481$1.01M0.24%-1813F-HRTimeline
Whelan Financial3,476$1.01M0.36%+813F-HRTimeline
Willow Creek Wealth Management Inc.3,475$1.01M0.09%+7113F-HRTimeline
Sierra Capital LLC3,471$1.01M0.12%013F-HRTimeline
Persium Advisors, LLC3,466$1M0.83%+11913F-HRTimeline
Abound Wealth Management3,466$1M0.28%+16213F-HRTimeline
Lifeworks Advisors, LLC3,459$1M0.15%-75913F-HRTimeline
BlueSky Wealth Advisors, LLC3,458$1M0.15%-31013F-HRTimeline
McCarthy & Cox3,451$1M0.26%-18113F-HRTimeline
Tanager Wealth Management LLP3,451$1M0.12%-35913F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD3,451$1M0.73%+29413F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/3,450$1M0.04%-6813F-HRTimeline
Buttonwood Financial Advisors Inc.3,447$999K0.4%-93113F-HRTimeline
Illumine Investment Management, LLC3,441$998K0.79%013F-HRTimeline
Gouws Capital LLC3,433$995K0.61%013F-HRTimeline
Long Road Investment Counsel, LLC3,432$995K0.37%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,431$995K0.26%-49813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,416$991K0.48%+1113F-HRTimeline
North Forty Two & Co.3,414$990K1.05%-8313F-HRTimeline
EdgeRock Capital LLC3,411$990K0.31%+20613F-HRTimeline
Quantum Private Wealth, LLC3,411$989K0.32%013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,397$984K0.75%+9213F-HRTimeline
VANCE WEALTH, LLC3,390$983K0.33%+3913F-HRTimeline
Cape Investment Advisory, Inc.3,379$980K0.36%-51213F-HRTimeline
Ackerman Capital Advisors, LLC3,377$979K0.23%+7113F-HRTimeline
Laraway Financial Advisors Inc3,373$978K0.74%013F-HRTimeline
Charter Capital Management, LLC\DE3,369$977K0.57%13F-HRTimeline
Pacific Center for Financial Services3,364$975K0.26%+1013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,364$975K0.16%+23713F-HRTimeline
Bank & Trust Co3,357$973K0.77%-2413F-HRTimeline
Glass Wealth Management Co LLC3,353$972K0.52%-17413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,348$971K0.42%-4413F-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