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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,022 managers (5,106 13F filers) reported a position in JPM shares at 2026-03-31, 1,950,352,505 shares in all. 124 filers opened a position and 177 filers sold out during the quarter.

Managers
5,022
13F filers
5,106
New
124
Added
2,136
Reduced
2,294
Sold out
177
Shares held by filers
1,950,352,505

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
MFG WEALTH MANAGEMENT, INC.4,821$1.42M1.18%-17213F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,809$1.41M0.11%-2013F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,808$1.41M0.74%-10,43313F-HRTimeline
MBE Wealth Management, LLC4,779$1.41M0.58%+10613F-HRTimeline
Cambridge Advisors Inc.4,776$1.4M0.27%-16013F-HRTimeline
Portus Wealth Advisors, LLC4,775$1.4M1.32%-33213F-HRTimeline
Davis Investment Partners, LLC4,775$1.4M0.5%+1713F-HRTimeline
Retirement Planning Co of New England, …4,773$1.4M0.57%+1613F-HRTimeline
Financial Planning Hawaii, Inc.4,770$1.4M0.83%+113F-HRTimeline
AJ Advisors, LLC4,769$1.4M0.52%-37413F-HRTimeline
O'Domhnaill Enterprises, Inc.4,767$1.4M1.13%-2,34713F-HRTimeline
Goldenstone Wealth Management LLC4,762$1.4M1.02%+7913F-HRTimeline
MAYPORT, LLC4,761$1.4M0.26%+1,00513F-HRTimeline
Spinnaker Investment Group, LLC4,752$1.4M0.28%-43113F-HRTimeline
Andrews Advisory Associates, LLC4,752$1.4M0.74%-3513F-HRTimeline
Taylor Hoffman Capital Management LLC4,752$1.4M0.43%-10113F-HRTimeline
MATAURO, LLC4,750$1.4M0.2%-14113F-HRTimeline
Smith Thornton Advisors LLC4,748$1.4M0.7%-28613F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,744$1.4M0.1%+4413F-HRTimeline
Red Wave Investments LLC4,744$1.4M0.42%-213F-HRTimeline
Almanack Investment Partners, LLC.4,741$1.39M0.24%-1913F-HRTimeline
CPC Advisors, LLC4,737$1.39M0.23%-49,92513F-HRTimeline
Schorn Wealth LLC4,731$1.39M0.42%-3413F-HRTimeline
Smart Portfolios, LLC4,730$1.39M1.39%+8013F-HRTimeline
Womack Financial LLC4,723$1.39M1.02%-9913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,717$1.39M0.09%-22913F-HRTimeline
PFW Advisors LLC4,714$1.39M0.44%013F-HRTimeline
Unify Financial Advisors4,712$1.39M1.44%+4913F-HRTimeline
Morse Asset Management, Inc4,704$1.38M0.29%+11613F-HRTimeline
McLaughlin Asset Management, Inc.4,699$1.38M1.32%-9613F-HRTimeline
Centerpoint Advisors, LLC4,699$1.38M0.45%-55213F-HRTimeline
WealthSpring Partners, LLC4,696$1.38M1.27%+1,06613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,689$1.38M0.29%-2613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,677$1.38M0.24%-15013F-HRTimeline
Grove Street Fiduciary, LLC4,673$1.37M0.61%013F-HRTimeline
Diversified Portfolios, Inc.4,666$1.37M0.11%-21913F-HRTimeline
Tevis Investment Management4,663$1.37M0.78%+42513F-HRTimeline
Sierra Capital LLC4,629$1.36M0.15%+2,17813F-HRTimeline
Evanson Asset Management, LLC4,623$1.36M0.07%-7613F-HRTimeline
CWS Financial Advisors, LLC4,615$1.36M0.35%+1813F-HRTimeline
INSIGHT 2811, INC.4,615$1.36M0.59%+75513F-HRTimeline
TAGStone Capital, Inc.4,612$1.36M0.48%+1,55113F-HRTimeline
Old Peak Finance LLC4,591$1.35M0.79%-11713F-HRTimeline
Novak & Powell Financial Services, Inc.4,582$1.35M0.73%-5513F-HRTimeline
Enclave Advisors LLC4,576$1.35M0.19%+8213F-HRTimeline
Park Capital Management, LLC / WI4,570$1.34M1.31%-24613F-HRTimeline
WNY Asset Management, LLC4,570$1.34M0.14%13F-HRTimeline
Asset Advisors Investment Management, L…4,569$1.34M0.13%-3,11113F-HRTimeline
GSG Advisors LLC4,566$1.34M0.35%+31013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA4,563$1.34M0.25%-30013F-HRTimeline
Campion Asset Management4,561$1.34M0.91%-4813F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)4,554$1.34M0.03%-708,82913F-HRTimeline
Wealth Group, Ltd.4,546$1.34M1.25%+33113F-HRTimeline
Lakeshore Capital Group, Inc.4,545$1.34M1.09%+5013F-HRTimeline
Silicon Valley Capital Partners4,528$1.33M0.13%-6,35913F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC4,521$1.33M0.67%+35913F-HRTimeline
SYKON CAPITAL LLC4,520$1.33M0.44%-313F-HRTimeline
Philip James Wealth Mangement, LLC4,519$1.33M0.15%-76713F-HRTimeline
Center For Asset Management LLC4,497$1.32M0.66%+7513F-HRTimeline
S.A. Mason LLC4,495$1.32M0.5%+25013F-HRTimeline
Pacific Point Advisors, LLC4,492$1.32M0.7%+14713F-HRTimeline
TrustBankin group TrustBank4,476$1.32M0.51%+1,25513F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD4,461$1.31M0.78%+51313F-HRTimeline
PSI Advisors, LLC4,451$1.31M0.31%+48013F-HRTimeline
Mainsail Financial Group, LLC4,450$1.31M0.55%-10413F-HRTimeline
Elevated Capital Advisors, LLC4,441$1.31M0.33%-2,84713F-HRTimeline
Signature Equity Partners, LLC4,440$1.31M0.7%-35013F-HRTimeline
TPG Advisors LLC4,440$1.31M0.81%+313F-HRTimeline
Veracity Capital LLC4,433$1.3M0.47%-2,60613F-HRTimeline
SBI Okasan Asset Management Co.Ltd.4,590$1.3M0.05%013F-HRTimeline
Larry Mathis Financial Planning, LLC4,427$1.3M1.17%-9513F-HRTimeline
FORM Wealth Advisors, LLC4,422$1.3M0.15%-26113F-HRTimeline
Hara Capital LLC4,421$1.3M0.65%-4013F-HRTimeline
Legacies Wealth LLC4,413$1.3M0.82%+72913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,412$1.3M0.16%-22213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,411$1.3M0.22%-913F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,411$1.3M0.4%+2413F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…4,409$1.3M0.67%13F-HRTimeline
Vericrest Private Wealth4,407$1.3M1.16%013F-HRTimeline
STAR Financial Bank4,404$1.3M0.61%-1113F-HRTimeline
Borer Denton & Associates, Inc.4,404$1.3M0.46%013F-HRTimeline
CAXTON ASSOCIATES LLP4,389$1.29M0.03%new13F-HRTimeline
Narus Financial Partners, LLC4,388$1.29M0.34%+20013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.4,384$1.29M1.02%+113F-HRTimeline
CALIFORNIA FIRST LEASING CORP4,380$1.29M0.41%013F-HRTimeline
Ellevest, Inc.4,378$1.29M0.18%-6313F-HRTimeline
Three Magnolias Financial Advisors, LLC4,396$1.29M0.82%+60013F-HRTimeline
Pathfinder Wealth Consulting, Inc.4,376$1.29M0.83%-22113F-HRTimeline
Windsor Advisory Group, LLC4,374$1.29M1.08%+3213F-HRTimeline
Secure Asset Management, LLC4,367$1.28M0.2%+34013F-HRTimeline
Walkner Condon Financial Advisors LLC4,366$1.28M0.17%-65813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,364$1.28M0.46%-46013F-HRTimelineGroup
One Day In July LLC4,363$1.28M0.1%+5613F-HRTimeline
Reynders McVeigh Capital Management, LLC4,363$1.28M0.06%+3913F-HRTimeline
Prosperity Bancshares Inc4,358$1.28M1.03%-30813F-HRTimeline
CPWA, LLC4,271$1.28M1.53%13F-HRTimeline
Paladin Wealth, LLC4,348$1.28M0.88%-21613F-HRTimeline
Proficio Capital Partners LLC4,334$1.27M0.07%+2513F-HRTimeline
THOMAS STORY & SON LLC4,329$1.27M0.49%-1113F-HRTimeline
Cyr Financial Inc.4,324$1.27M0.75%+35413F-HRTimeline
Cape Investment Advisory, Inc.4,320$1.27M0.42%+40513F-HRTimeline
Ipsen Advisor Group LLC4,319$1.27M0.89%+4713F-HRTimeline
Clearwater Capital Advisors, LLC4,317$1.27M0.1%+6113F-HRTimeline
Elevated Financial Group LLC4,315$1.27M0.42%+15813F-HRTimeline
COOPER/HAIMS ADVISORS, LLC4,314$1.27M0.6%+93813F-HRTimeline
EdgeRock Capital LLC4,313$1.27M0.34%-16713F-HRTimeline
Reflection Asset Management4,285$1.27M0.78%+99813F-HRTimeline
LeConte Wealth Management, LLC4,310$1.27M0.82%-8813F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY4,310$1.27M0.03%-2,91113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.4,308$1.27M0.25%-8713F-HRTimeline
Outlook Wealth Advisors, LLC4,305$1.27M0.31%+19113F-HRTimeline
Hassell Wealth Management, LLC4,305$1.27M0.42%+113F-HRTimeline
LECAP ASSET MANAGEMENT LTD4,302$1.27M0.48%new13F-HRTimeline
West Family Investments, Inc.4,301$1.27M0.44%-8,69713F-HRTimeline
OPAL CAPITAL LLC4,297$1.26M0.22%-45013F-HRTimeline
AlphaGrep UK Ltd4,291$1.26M0.37%+3,40013F-HRTimeline
GenWealth Group, Inc.4,289$1.26M0.22%+1013F-HRTimeline
DDD Partners, LLC4,275$1.26M0.09%+1,68913F-HRTimeline
Tripletail Wealth Management, LLC4,265$1.26M1.71%-5613F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.4,271$1.26M0.73%+97113F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,266$1.25M0.56%+2,01613F-HRTimeline
TRUST CO OF OKLAHOMA4,254$1.25M0.36%+68513F-HRTimeline
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…4,253$1.25M1.33%013F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV4,237$1.25M1.07%-18913F-HRTimeline
Lumbard & Kellner, LLC4,234$1.25M0.43%013F-HRTimeline
Cadent Capital Advisors, LLC4,233$1.25M0.33%+413F-HRTimeline
Wayfinding Financial, LLC4,229$1.24M0.54%-213F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,228$1.24M0.05%+7613F-HR/ATimeline
Towercrest Capital Management4,228$1.24M0.19%+2413F-HRTimeline
Alliance Wealth Advisors, LLC4,227$1.24M0.59%+7913F-HRTimeline
Goldstein Advisors, LLC4,223$1.24M0.14%+12413F-HRTimeline
AMI ASSET MANAGEMENT CORP4,216$1.24M0.08%-92813F-HRTimeline
AXQ CAPITAL, LP4,216$1.24M0.16%new13F-HRTimeline
M3 Advisory Group, LLC4,215$1.24M0.76%+14013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,214$1.24M0.52%+90813F-HRTimeline
Oakmont Investment Advisors, Inc.4,210$1.24M1.13%-1,62713F-HRTimeline
Bull Harbor Capital LLC4,208$1.24M0.33%13F-HRTimeline
BridgePort Financial Solutions, LLC4,207$1.24M0.35%+10213F-HRTimeline
tru Independence LLC4,200$1.24M0.61%-23,40613F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…4,198$1.23M1.11%013F-HRTimeline
Kaydan Wealth Management, Inc.4,193$1.23M0.41%+8213F-HRTimeline
Taylor Financial Group, Inc.4,192$1.23M0.75%013F-HRTimeline
Hardin Capital Partners, LLC4,176$1.23M0.57%+1513F-HRTimeline
Alliance Wealth Management Group4,173$1.23M0.27%013F-HRTimeline
Aspen Capital Management, LLC4,172$1.23M0.3%-61013F-HRTimeline
LANDAAS & CO /WI /ADV4,171$1.23M0.27%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,169$1.23M0.45%+62413F-HRTimeline
SPWM Advisors LLC4,015$1.22M1.06%-41313F-HRTimeline
Stone Wealth Partners4,154$1.22M1.1%-1,71413F-HRTimeline
Disciplined Equity Management, Inc.4,153$1.22M0.61%+46013F-HRTimeline
Sulzberger Capital Advisors, Inc.4,142$1.22M1.24%013F-HRTimeline
Arsenal Capital Advisors LLC4,141$1.22M0.88%-3813F-HRTimeline
Fourth Dimension Wealth, LLC4,139$1.22M0.46%-3513F-HRTimeline
Whelan Financial4,122$1.21M0.38%+2013F-HRTimeline
Gemmer Asset Management LLC4,113$1.21M0.1%-6213F-HRTimeline
Hibernia Wealth Partners, LLC4,104$1.21M0.36%+32913F-HRTimeline
Capital Squared Financial LLC4,100$1.21M0.92%+49313F-HRTimeline
Indie Asset Partners, LLC4,099$1.21M1.37%+13613F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC4,097$1.21M0.13%+21713F-HRTimeline
FINANCIAL CONSULATE, INC4,095$1.2M0.15%+6713F-HRTimeline
GGM Financial LLC4,095$1.2M0.55%-10113F-HRTimeline
Emerald Advisors, LLC4,094$1.2M0.15%+7313F-HRTimeline
Poehling Capital Management, INC.4,093$1.2M0.25%-16213F-HRTimeline
R.H. Dinel Investment Counsel, Inc.4,092$1.2M0.97%013F-HRTimeline
Planning Center, Inc.4,091$1.2M0.12%+40813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,088$1.2M0.98%+9513F-HRTimeline
POM Investment Strategies, LLC4,088$1.2M1.49%+3,99213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,083$1.2M0.21%+9913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,080$1.2M0.19%+16113F-HRTimeline
CULTIVAR CAPITAL, INC.4,074$1.2M0.77%013F-HRTimeline
Investment Advisory Group, LLC4,065$1.2M0.3%+2413F-HRTimeline
Davidson Capital Management Inc.4,059$1.19M0.22%-7,76013F-HRTimeline
Charter Capital Management, LLC\DE4,056$1.19M0.6%+65413F-HRTimeline
Alan B Lancz & Associates, Inc.4,048$1.19M1.16%-35813F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC4,032$1.19M0.14%+12213F-HRTimeline
STEPH & CO4,027$1.18M0.34%+313F-HRTimeline
DOHENY ASSET MANAGEMENT /CA4,024$1.18M0.77%013F-HRTimeline
Bank of Marin4,021$1.18M0.86%-8013F-HRTimeline
Sterling Group Wealth Management, LLC4,020$1.18M0.56%+3313F-HRTimeline
LWM Advisory Services, LLC3,992$1.18M1.26%-34513F-HRTimeline
Kingsman Wealth Management, Inc.4,013$1.18M0.66%-2513F-HRTimeline
Dogwood Wealth Management LLC4,010$1.18M0.51%-62313F-HRTimeline
WENDELL DAVID ASSOCIATES INC4,000$1.18M0.13%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,001$1.18M0.16%-38413F-HRTimeline
GREENHAVEN ASSOCIATES INC4,000$1.18M0.02%013F-HRTimeline
Manatuck Hill Partners, LLC4,000$1.18M0.39%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,993$1.17M0.17%+17613F-HRTimeline
Elm Partners Management LLC4,138$1.17M0.05%+2413F-HRTimeline
Challenger Wealth Management3,991$1.17M0.94%-1013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV3,985$1.17M0.15%+98313F-HRTimeline
FCA CORP /TX3,983$1.17M0.33%-37513F-HRTimeline
Krane Financial Solutions LLC3,983$1.17M0.8%13F-HRTimeline
Connective Portfolio Management, LLC3,980$1.17M3.17%-3,50013F-HRTimeline
Rooted Wealth Advisors, Inc.3,691$1.17M0.31%+21013F-HRTimeline
Financial Synergies Wealth Advisors, In…3,976$1.17M0.11%+2,86713F-HRTimeline
Cascade Financial Partners, LLC3,974$1.17M0.12%-6013F-HRTimeline
Innovative Asset Advisors Group, LLC3,971$1.17M0.67%13F-HRTimeline
TSFG, LLC3,969$1.17M0.18%-10413F-HRTimeline
Henderson Brothers Financial Partners, …3,968$1.17M0.3%13F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…3,966$1.17M0.04%+12513F-HRTimelineGroup

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