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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
Kaydan Wealth Management, Inc.4,118$1.3M0.37%+1413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,117$1.3M1.28%-31613F-HRTimeline
Cardinal Strategic Wealth Guidance4,115$1.3M0.35%013F-HRTimeline
Narus Financial Partners, LLC4,107$1.3M0.35%+4413F-HR/ATimeline
Bank of Marin4,103$1.29M0.91%+18113F-HRTimeline
Carlson Capital, L.P.4,100$1.29M0.73%new13F-HRTimeline
Discipline Wealth Solutions, LLC4,097$1.29M0.34%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,093$1.29M0.05%013F-HRTimeline
R.H. Dinel Investment Counsel, Inc.4,092$1.29M0.83%-12513F-HRTimeline
Balance Wealth Partners LLC4,088$1.29M0.32%+18213F-HRTimeline
MFA Wealth Services4,085$1.29M0.89%+4213F-HRTimeline
Gibraltar Capital Management, Inc.4,084$1.29M0.23%-15013F-HRTimeline
CM WEALTH ADVISORS LLC4,083$1.29M0.34%013F-HRTimeline
Probity Advisors, Inc.4,079$1.29M0.21%-37113F-HRTimeline
Elite Wealth Management, Inc.4,075$1.29M0.33%+3,30213F-HRTimeline
TSFG, LLC4,070$1.28M0.2%+10613F-HRTimeline
Tikehau Investment Management4,070$1.28M1.88%013F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding37,423$1.28M+35,813Timeline
D.B. Root & Company, LLC4,055$1.28M0.32%-21113F-HRTimeline
Tripletail Wealth Management, LLC4,127$1.28M1.51%+39613F-HRTimeline
Garrett Wealth Advisory Group, LLC4,047$1.28M0.25%+313F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC4,046$1.28M0.42%+10513F-HRTimeline
Emerald Advisors, LLC4,031$1.27M0.17%+11813F-HRTimeline
Hopwood Financial Services, Inc.4,025$1.27M0.85%-1513F-HRTimeline
DOHENY ASSET MANAGEMENT /CA4,024$1.27M0.81%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC4,023$1.27M0.42%+38613F-HRTimeline
M3 Advisory Group, LLC4,020$1.27M0.79%+4013F-HRTimeline
Hollow Brook Wealth Management LLC4,003$1.26M0.3%+1,41113F-HRTimeline
Advance Capital Management, Inc.4,003$1.26M0.05%+19913F-HRTimeline
Challenger Wealth Management4,001$1.26M0.99%-45313F-HRTimeline
WENDELL DAVID ASSOCIATES INC4,000$1.26M0.12%013F-HRTimeline
GREENHAVEN ASSOCIATES INC4,000$1.26M0.02%-1,00013F-HRTimeline
Parsonex Advisory Services, Inc.3,993$1.26M0.86%-213F-HRTimeline
Atlatl Advisers LLC3,992$1.26M0.5%+1,31813F-HRTimeline
MAYPORT, LLC3,990$1.26M0.27%+13813F-HRTimeline
Sterling Group Wealth Management, LLC3,985$1.26M0.62%+113F-HRTimeline
Fiduciary Wealth Partners, LLC3,984$1.26M0.53%+2,30213F-HRTimeline
Ardent Capital Management, Inc.3,984$1.26M0.53%-213F-HRTimeline
Tillman Hartley LLC3,978$1.25M0.32%-3113F-HRTimeline
Shulman DeMeo Asset Management LLC3,976$1.25M0.29%-2013F-HRTimeline
LeConte Wealth Management, LLC3,971$1.25M0.84%+78113F-HRTimeline
Safeguard Investment Advisory Group, LLC3,967$1.25M0.31%-3613F-HRTimeline
NBZ Investment Advisors LLC3,962$1.25M0.65%-3713F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,962$1.25M0.34%-23213F-HRTimeline
GenWealth Group, Inc.3,958$1.25M0.23%-4713F-HRTimeline
Avantra Family Wealth, Inc.3,957$1.25M0.93%013F-HRTimeline
Hardin Capital Partners, LLC3,949$1.25M0.67%+3713F-HRTimeline
Riverview Trust Co3,936$1.24M1.5%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,922$1.24M0.2%+1813F-HRTimeline
Nicholas Wealth, LLC.3,921$1.24M0.9%+22613F-HR/ATimeline
WIMMER ASSOCIATES 1, LLC3,920$1.24M0.59%013F-HRTimeline
Warren Street Wealth Advisors, LLC3,912$1.23M0.37%-513F-HRTimeline
Cascade Financial Partners, LLC3,912$1.23M0.14%+30013F-HRTimeline
Elm Partners Management LLC3,910$1.23M0.05%new13F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC3,909$1.23M0.19%-6013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,908$1.23M0.16%-1013F-HRTimeline
Clark & Stuart, Inc3,896$1.23M0.88%+20713F-HRTimeline
Cyr Financial Inc.3,889$1.23M0.84%+29013F-HRTimeline
SUMMITRY LLC3,886$1.23M0.05%+85713F-HRTimeline
North Capital, Inc.3,883$1.22M0.95%+20613F-HRTimeline
Kingsman Wealth Management, Inc.3,873$1.22M0.68%-15413F-HRTimeline
SATURNA CAPITAL CORP3,873$1.22M0.02%+1,00013F-HRTimeline
Hoxton Planning & Management, LLC3,868$1.22M0.39%-1113F-HRTimeline
EdgeRock Capital LLC3,860$1.22M0.34%+44913F-HRTimeline
USA FINANCIAL FORMULAS3,857$1.22M0.21%new13F-HRTimeline
Affinity Capital Advisors, LLC3,948$1.21M0.19%-29813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,849$1.21M0.53%+2,34213F-HRTimeline
LCM Capital Management Inc3,847$1.21M0.58%013F-HRTimeline
Goldstream Capital Management Ltd3,841$1.21M0.43%013F-HRTimeline
Creekmur Asset Management LLC3,839$1.21M0.2%-1,72013F-HRTimeline
Bravias Capital Group, LLC3,836$1.21M0.81%-44113F-HRTimeline
Warwick Investment Management, Inc.3,835$1.21M0.21%+31913F-HRTimeline
CULTIVAR CAPITAL, INC.3,832$1.21M0.81%013F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …3,825$1.21M0.14%-59313F-HRTimeline
Three Magnolias Financial Advisors, LLC3,846$1.21M0.75%+28713F-HRTimeline
Pacific Point Advisors, LLC3,823$1.21M0.7%013F-HRTimeline
QVR LLC3,818$1.2M1.46%+2,29913F-HRTimeline
Pine Haven Investment Counsel, Inc3,816$1.2M0.87%-7013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,810$1.2M0.18%+16313F-HRTimeline
CBIZ Investment Advisory Services, LLC3,810$1.2M0.05%+2,47713F-HRTimeline
Vawter Financial, Ltd.3,808$1.2M0.55%+2,87713F-HR/ATimeline
Prasad Wealth Partners, LLC3,807$1.2M0.33%-29213F-HRTimeline
Rise Advisors, LLC3,806$1.2M0.43%+14413F-HRTimeline
BLI - Banque de Luxembourg Investments3,800$1.2M0.03%013F-HRTimeline
PSI Advisors, LLC3,804$1.2M0.31%-28013F-HRTimeline
Curtis Advisory Group, LLC3,800$1.2M0.27%013F-HRTimeline
FIDUCIENT ADVISORS LLC3,798$1.2M0.14%+47713F-HRTimeline
Litman Gregory Wealth Management LLC3,795$1.2M0.09%013F-HRTimeline
Flagstone Financial Management3,781$1.19M0.31%013F-HRTimeline
Tributary Capital Management, LLC3,770$1.19M0.11%-20513F-HR/ATimeline
RATIONAL ADVISORS, INC.3,769$1.19M0.12%+11113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,768$1.19M0.16%-52013F-HRTimeline
Harbor Group, Inc.3,765$1.19M0.19%-22613F-HRTimeline
Per Stirling Capital Management, LLC.3,764$1.19M0.14%+6213F-HRTimeline
Indie Asset Partners, LLC3,764$1.19M1.58%-3913F-HRTimeline
Disciplined Equity Management, Inc.3,763$1.19M0.65%013F-HRTimeline
Galibier Capital Management Ltd.3,760$1.19M0.4%013F-HRTimeline
Mayfair Advisory Group, LLC3,755$1.18M0.51%+3713F-HRTimeline
Accredited Wealth Management, LLC303$1.18M0.89%-3,52013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,741$1.18M0.37%013F-HRTimeline
Opal Wealth Advisors, LLC3,735$1.18M0.33%-8913F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD3,732$1.18M0.78%+28113F-HRTimeline
Holland Advisory Services, Inc.3,723$1.17M1.61%+213F-HRTimeline
Compass Ion Advisors, LLC3,719$1.17M0.11%+19513F-HRTimeline
NCP Inc.3,719$1.17M0.87%+113F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC3,713$1.17M0.2%+1,69813F-HRTimeline
Deseret Mutual Benefit Administrators3,713$1.17M0.49%-47013F-HRTimeline
Tranquilli Financial Advisor LLC3,712$1.17M0.69%+10313F-HRTimeline
KDT Advisors, LLC3,712$1.17M1.71%013F-HR/ATimeline
Permanent Capital Management, LP3,710$1.17M0.22%13F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…3,704$1.17M0.09%new13F-HRTimelineGroup
ECOFI INVESTISSEMENTS SA3,700$1.17M1.4%-35013F-HRTimeline
Wescott Financial Advisory Group, LLC3,700$1.17M0.1%+73513F-HRTimeline
Santori & Peters, Inc.3,693$1.16M0.42%+913F-HRTimeline
Polar Asset Management Partners Inc.3,688$1.16M0.02%new13F-HR/ATimeline
Arkfeld Wealth Strategies, L.L.C.3,751$1.16M0.42%+813F-HRTimeline
INVENIO WEALTH PARTNERS LLC3,685$1.16M0.42%-213F-HRTimeline
Legacies Wealth LLC3,684$1.16M0.75%-1513F-HRTimeline
Planning Center, Inc.3,678$1.16M0.12%+413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,669$1.16M0.53%-6113F-HRTimeline
One Day In July LLC3,647$1.15M0.1%-30713F-HRTimeline
William Mack & Associates, Inc.3,644$1.15M0.62%-14813F-HRTimeline
Tanager Wealth Management LLP3,632$1.15M0.12%+18113F-HRTimeline
Port Capital LLC3,627$1.14M0.05%-12913F-HRTimeline
FSA Advisors, Inc.3,626$1.14M0.91%+64213F-HRTimeline
ORG Partners LLC3,618$1.14M0.21%+13813F-HRTimeline
Rede Wealth, LLC3,617$1.14M0.9%+12613F-HRTimeline
Eagle Bay Advisors LLC3,617$1.14M0.9%-1,45213F-HRTimeline
Semus Wealth Partners LLC3,614$1.14M0.65%-6913F-HRTimeline
Stonekeep Investments, LLC3,601$1.14M0.72%+613F-HRTimeline
Summa Corp.3,600$1.14M0.5%013F-HRTimeline
Truepoint, Inc.3,594$1.13M0.03%+36813F-HRTimeline
Grey Fox Wealth Advisors, LLC3,589$1.13M0.23%-1813F-HRTimeline
Coastwise Capital Group, LLC3,589$1.13M0.8%+5113F-HRTimeline
TFB Advisors LLC3,747$1.13M0.33%-2,81513F-HRTimeline
1776 Wealth LLC3,578$1.13M0.44%-10113F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,575$1.13M0.87%013F-HRTimeline
Gouws Capital LLC3,573$1.13M0.62%+14013F-HRTimeline
Abound Wealth Management3,564$1.12M0.28%+9813F-HRTimeline
Mascoma Wealth Management LLC3,563$1.12M0.25%+1,50013F-HRTimeline
Lewis Asset Management, LLC3,563$1.12M0.46%+69813F-HRTimeline
Old North State Wealth Management, LLC3,552$1.12M0.53%+24113F-HRTimeline
VestGen Investment Management3,560$1.12M0.67%+81113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV3,553$1.12M0.31%+27613F-HR/ATimeline
Diametric Capital, LP3,530$1.11M0.41%new13F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.3,529$1.11M<0.01%013F-HRTimeline
Griffith & Werner, Inc.3,508$1.11M0.58%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,519$1.11M0.38%013F-HRTimeline
Alpha Zero LLC3,515$1.11M0.64%+22913F-HRTimeline
Harvest Investment Services, LLC3,511$1.11M0.22%+52613F-HRTimeline
Wellspring Financial Advisors, LLC3,510$1.11M0.1%-95613F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,508$1.11M1.68%+22013F-HRTimeline
HOURGLASS CAPITAL, LLC3,506$1.11M0.25%013F-HRTimeline
Capital Squared Financial LLC3,505$1.11M0.96%+21413F-HRTimeline
POSTROCK PARTNERS LLC3,502$1.1M0.49%013F-HRTimeline
Maltin Wealth Management, Inc.3,502$1.1M0.46%+1313F-HRTimeline
WJ Interests, LLC3,498$1.1M0.45%013F-HRTimeline
Firestone Capital Management3,493$1.1M0.24%+1213F-HRTimeline
Bright Futures Wealth Management, LLC.3,486$1.1M0.86%13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,477$1.1M0.35%-13013F-HRTimeline
Humankind Investments LLC3,476$1.1M0.25%-12813F-HRTimeline
Hidden Cove Wealth Management, LLC3,471$1.09M0.72%+51813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,468$1.09M0.16%+10413F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,463$1.09M0.64%+2,43413F-HRTimeline
Millennium Capital Advisors, LLC3,463$1.09M0.66%-30013F-HRTimeline
Willow Creek Wealth Management Inc.3,462$1.09M0.09%-1313F-HRTimeline
KFA Private Wealth Group, LLC3,444$1.09M0.31%+34613F-HRTimeline
IVC Wealth Advisors LLC3,442$1.09M0.49%+11513F-HRTimeline
Illumine Investment Management, LLC3,441$1.09M0.77%013F-HRTimeline
Long Road Investment Counsel, LLC3,432$1.08M0.38%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,430$1.08M0.39%+15713F-HR/ATimeline
FIRETHORN WEALTH PARTNERS, LLC3,430$1.08M0.43%+8213F-HRTimeline
Rooted Wealth Advisors, Inc.3,489$1.08M0.33%+54813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,426$1.08M0.5%+1013F-HRTimeline
Factor Wealth Management LTD3,417$1.08M0.27%+25513F-HRTimeline
BlueSky Wealth Advisors, LLC3,416$1.08M0.15%-4213F-HRTimeline
Quantum Private Wealth, LLC3,411$1.08M0.31%013F-HRTimeline
Buttonwood Financial Advisors Inc.3,408$1.08M0.37%-3913F-HRTimeline
MOTIVE WEALTH ADVISORS3,407$1.07M0.46%-10413F-HRTimeline
Persium Advisors, LLC3,403$1.07M0.81%-6313F-HRTimeline
Lifeworks Advisors, LLC3,402$1.07M0.14%-5713F-HRTimeline
Charter Capital Management, LLC\DE3,401$1.07M0.58%+3213F-HRTimeline
Beckerman Institutional, LLC3,400$1.07M0.63%+99913F-HRTimeline
National Wealth Management Group, LLC3,400$1.07M0.4%-44513F-HRTimeline
Joule Financial, LLC3,397$1.07M0.32%-19013F-HRTimeline
Nova Wealth Management, Inc.3,390$1.07M0.75%-45813F-HRTimeline
North Forty Two & Co.3,389$1.07M1.04%-2513F-HRTimeline
TRUST CO OF OKLAHOMA3,388$1.07M0.32%+25013F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC3,386$1.07M0.09%-11913F-HRTimeline
Truxt Investmentos Ltda.3,379$1.07M1.5%13F-HR/ATimeline
Ackerman Capital Advisors, LLC3,377$1.07M0.22%013F-HRTimeline
Tilson Financial Group, Inc.3,375$1.06M0.35%+2,18113F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP3,374$1.06M0.09%new13F-HRTimelineGroup
Laraway Financial Advisors Inc3,371$1.06M0.73%-213F-HRTimeline
Wealthspire Retirement, LLC3,368$1.06M0.07%-59413F-HR/ATimeline
American Capital Advisory, LLC3,362$1.06M0.49%-22013F-HRTimeline
ACORN CREEK CAPITAL LLC3,360$1.06M0.4%+9813F-HRTimeline
Bank & Trust Co3,357$1.06M0.78%013F-HRTimeline
Glass Wealth Management Co LLC3,354$1.06M0.47%+113F-HRTimeline
ISTHMUS PARTNERS, LLC3,353$1.06M0.23%+34013F-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