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Disclosery

JPM JPMORGAN CHASE & CO

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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
Willow Creek Wealth Management Inc.3,295$790K0.08%-3313F-HRTimeline
Pasadena Private Wealth, LLC3,292$789K0.16%-1,79813F-HRTimeline
Farringdon Capital, Ltd.3,292$789K0.33%13F-HRTimeline
Strive Asset Management, LLC3,292$789K0.59%13F-HRTimeline
EHRLICH FINANCIAL GROUP3,286$788K0.56%-4313F-HRTimeline
Global Assets Advisory, LLC3,277$786K0.43%-56013F-HRTimeline
Garrett Wealth Advisory Group, LLC3,280$786K0.18%+58513F-HRTimeline
ACORN CREEK CAPITAL LLC3,278$786K0.4%-913F-HRTimeline
Whelan Financial3,276$785K0.31%+713F-HRTimeline
Intergy Private Wealth, LLC3,268$783K0.29%+12013F-HRTimeline
Single Point Partners, LLC3,266$783K0.18%-34513F-HRTimeline
Creekside Partners3,263$782K0.41%013F-HRTimeline
Walkner Condon Financial Advisors LLC3,261$782K0.16%-37613F-HRTimeline
Rise Advisors, LLC3,256$780K0.38%+7313F-HRTimeline
Visionary Horizons, LLC3,254$780K0.51%+21313F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,250$779K0.1%-26313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,245$778K1.32%-5013F-HRTimeline
Weaver Consulting Group3,225$773K0.24%-913F-HRTimeline
UNIONVIEW, LLC3,224$773K0.57%+213F-HRTimeline
Concorde Asset Management, LLC3,222$772K0.4%+6313F-HRTimeline
D.B. Root & Company, LLC3,221$772K0.25%+18213F-HRTimeline
Emerald Advisors, LLC3,211$770K0.11%+1613F-HRTimeline
Wolff Financial Management LLC3,209$769K0.21%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.3,207$769K0.12%-17413F-HRTimeline
Harrington Investments, INC3,203$768K0.42%+40113F-HRTimeline
INSIGHT 2811, INC.3,196$766K0.39%+1013F-HRTimeline
J2 Capital Management Inc3,189$764K0.72%13F-HRTimeline
WestHill Financial Advisors, Inc.3,184$763K0.17%+213F-HRTimeline
Arkos Global Advisors3,182$763K0.11%-94913F-HRTimeline
Compass Ion Advisors, LLC3,180$762K0.09%+8813F-HRTimeline
AXS Investments LLC3,173$761K0.21%-28313F-HRTimeline
Willis Johnson & Associates, Inc.3,170$760K0.06%-19913F-HRTimeline
Cherry Tree Wealth Management, LLC3,169$760K0.19%013F-HRTimeline
BCS Wealth Management3,168$759K0.19%+6213F-HRTimeline
Arbor Wealth Advisors LLC3,161$758K0.68%+4813F-HRTimeline
Payne Capital Management, LLC3,156$757K0.33%13F-HRTimeline
Permanent Capital Management, LP3,151$755K0.23%13F-HRTimeline
Encompass More Asset Management3,149$755K0.25%+17013F-HRTimeline
Holcombe Financial, Inc.3,147$754K0.62%13F-HRTimeline
Old North State Wealth Management, LLC3,137$754K0.42%+45713F-HRTimeline
Copley Financial Group, Inc.3,142$753K0.58%-3613F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC3,141$753K0.2%013F-HRTimeline
Opal Wealth Advisors, LLC3,138$752K0.23%+113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC3,132$751K0.31%-32113F-HRTimeline
WEALTHGARDEN F.S. LLC3,131$751K0.7%+913F-HRTimeline
Ackerman Capital Advisors, LLC3,127$750K0.2%013F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC3,121$748K0.54%-1013F-HRTimeline
Lakewood Asset Management LLC3,118$747K0.51%013F-HRTimeline
SP Asset Management LLC3,117$747K0.06%+1113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.3,115$747K<0.01%+15813F-HRTimelineGroup
Meridian Financial Advisors, LLC3,110$746K0.51%-57513F-HRTimeline
Clayton Financial Group LLC3,109$745K0.27%+15513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV3,108$745K0.27%+1813F-HRTimeline
Warwick Investment Management, Inc.3,103$744K0.15%-3113F-HRTimeline
HC Advisors, LLC3,102$744K0.6%+52213F-HRTimeline
Northstar Financial Companies, Inc.3,099$743K0.7%13F-HRTimeline
Wealth Advisors of Iowa, LLC3,099$743K0.37%+23113F-HRTimeline
Atala Financial Inc3,097$742K0.52%13F-HRTimeline
J. L. Bainbridge & Co., Inc.3,096$742K0.07%+4413F-HRTimeline
Broyhill Asset Management, LLC3,094$742K0.65%13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,089$741K0.14%+28713F-HRTimeline
VSM Wealth Advisory, LLC3,087$740K0.26%13F-HRTimeline
Paragon Capital Management Ltd3,086$740K0.15%-58413F-HRTimeline
NOTTINGHAM ADVISORS, INC.3,085$740K0.09%-50113F-HRTimeline
Silver Lake Advisory, LLC3,084$739K0.33%+1513F-HRTimeline
Capital CS Group, LLC3,075$737K0.98%new13F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH3,069$736K0.13%013F-HRTimeline
Future Financial Wealth Managment LLC3,067$735K0.54%013F-HRTimeline
Cassady Schiller Wealth Management, LLC3,067$735K0.27%+19113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,061$734K0.12%+10413F-HRTimeline
Pullen Investment Management, LLC3,057$733K0.48%+14413F-HRTimeline
Uniting Wealth Partners, LLC3,057$733K0.35%13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC3,056$732K0.42%+113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,051$732K0.16%-713F-HRTimeline
First Pacific Financial3,052$732K0.17%+1,01113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,052$732K0.4%-213F-HRTimeline
AMJ Financial Wealth Management3,046$730K0.2%-24413F-HRTimeline
Investmark Advisory Group LLC3,045$730K0.36%-1,05513F-HRTimeline
Tiller Private Wealth, Inc.3,037$728K0.31%+8913F-HRTimeline
Iron Gate Global Advisors LLC3,021$724K0.1%-8313F-HRTimeline
New Jersey Better Educational Savings T…3,017$723K1.39%013F-HRTimeline
Thoma Capital Management LLC3,010$721K0.49%13F-HRTimeline
MKT Advisors LLC2,778$720K0.31%+1913F-HRTimeline
Dakota Community Bank & Trust NA3,002$720K3.42%-6413F-HRTimeline
SilverOak Wealth Management LLC3,002$720K0.15%+1513F-HRTimeline
Lane & Associates LLC2,691$719K0.37%-28413F-HRTimeline
Altshuler Shaham Ltd3,000$719K0.02%013F-HRTimeline
Karani Asset Management LLC3,000$719K0.67%13F-HRTimeline
Beacon Capital Management, LLC2,998$719K0.09%+7413F-HRTimeline
Centricity Wealth Management, LLC2,998$719K0.67%13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,947$719K0.28%13F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,997$718K0.23%+39913F-HRTimeline
Safeguard Investment Advisory Group, LLC2,991$717K0.2%+11913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC2,992$717K0.32%13F-HRTimeline
Clarity Capital Partners LLC2,983$715K0.37%+1013F-HRTimeline
Peninsula Wealth, LLC2,983$715K0.12%+17213F-HRTimeline
Elios Financial Group Inc.2,982$715K0.34%-10913F-HRTimeline
Coordinated Financial Services, Inc.2,978$714K0.56%13F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC2,978$714K0.28%+31713F-HRTimeline
Root Financial Partners, LLC2,977$714K0.09%+1,48413F-HRTimeline
DecisionMap Wealth Management, LLC2,971$712K0.56%13F-HRTimeline
Hughes Financial Services, LLC2,967$711K0.15%13F-HRTimeline
One Day In July LLC2,966$711K0.07%-88413F-HRTimeline
CLG LLC2,966$711K0.25%13F-HRTimeline
Perritt Capital Management Inc2,963$710K0.37%-18213F-HRTimeline
Code Waechter LLC2,960$709K0.62%-6613F-HRTimeline
My Personal CFO, LLC2,956$709K0.36%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,914$709K0.1%013F-HRTimeline
Strid Group, LLC2,951$707K0.11%013F-HRTimeline
GUIDANCE CAPITAL, INC2,670$707K0.22%-4,58713F-HRTimeline
MAYPORT, LLC2,941$705K0.21%-5413F-HRTimeline
Ariston Services Group2,936$704K0.61%-31413F-HRTimeline
Rossby Financial, LCC2,931$703K0.45%13F-HRTimeline
Wescott Financial Advisory Group, LLC2,927$702K0.07%+31313F-HRTimeline
Heck Capital Advisors, LLC2,924$701K0.08%-713F-HR/ATimeline
Ring Mountain Capital, LLC2,912$698K0.47%13F-HRTimeline
Claret Asset Management Corp2,911$698K0.11%-17413F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC2,911$698K0.08%013F-HRTimeline
Financial Freedom, LLC2,909$697K0.37%+613F-HRTimeline
Integris Wealth Management, LLC2,905$696K0.2%+23013F-HRTimeline
Safe Harbor Fiduciary, LLC2,901$695K0.71%-5313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,898$695K0.48%+5813F-HRTimeline
Intelligence Driven Advisers, LLC2,896$694K0.13%+6313F-HRTimeline
Successful Portfolios LLC2,893$694K0.46%-3613F-HRTimeline
CapWealth Advisors, LLC2,893$693K0.08%+2413F-HRTimeline
Laidlaw Wealth Management LLC2,893$693K0.3%-13613F-HRTimeline
VANCE WEALTH, LLC2,892$693K0.27%+25113F-HRTimeline
Arbor Investment Advisors, LLC2,888$692K0.1%-3213F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC2,881$691K0.44%13F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,881$691K0.39%+4413F-HRTimeline
Global Strategic Investment Solutions, …2,881$691K0.08%+30213F-HRTimeline
Index Fund Advisors, Inc.2,879$690K0.04%+9613F-HRTimeline
LEIGH BALDWIN & CO., LLC2,877$690K0.58%13F-HR/ATimeline
Braun-Bostich & Associates Inc.2,871$688K0.5%-65913F-HRTimeline
Salomon & Ludwin, LLC2,871$688K0.07%-67713F-HRTimeline
Aletheian Wealth Advisors LLC2,869$688K0.41%+17213F-HRTimeline
Coign Capital Advisors LLC2,869$688K0.63%13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,868$687K0.58%-14813F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,866$687K0.52%-11013F-HRTimeline
VestGen Investment Management2,865$687K0.19%+13313F-HRTimeline
Alpha Financial Partners LLC2,863$686K0.54%-46613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,863$686K0.13%-48513F-HRTimeline
Bruce G. Allen Investments, LLC2,862$686K0.56%-1813F-HRTimeline
Lord & Richards Wealth Management, LLC2,858$685K1.45%13F-HRTimeline
Opus Capital Group, LLC2,858$685K0.09%-54413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,854$684K0.07%-38213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC2,853$684K0.17%-4613F-HRTimeline
FDx Advisors, Inc.2,847$682K0.2%-50413F-HRTimeline
Wela Strategies, Inc.1,398$679K0.29%new13F-HRTimeline
WMG Financial Advisors, LLC2,834$679K0.29%+14613F-HRTimeline
Obsidian Personal Planning Solutions LLC2,540$679K0.33%-4213F-HRTimeline
Alpha Advisors, LLC/VA2,832$679K0.7%13F-HRTimeline
Lingohr Asset Management GmbH2,840$676K1.4%new13F-HRTimeline
AIMZ Investment Advisors, LLC2,804$672K0.23%013F-HRTimeline
Paladin Advisory Group, LLC2,802$672K0.51%013F-HRTimeline
First Affirmative Financial Network2,801$671K0.39%-3,58613F-HRTimeline
SUMMITRY LLC2,799$671K0.03%-71713F-HRTimeline
Parkside Investments, LLC2,799$671K0.1%+26113F-HRTimeline
Apeiron RIA LLC2,798$671K0.19%+17313F-HRTimeline
Integrity Financial Corp /WA2,798$671K0.39%-45813F-HRTimeline
Abacus Wealth Partners, LLC2,798$671K0.1%-8013F-HRTimeline
Westwood Wealth Management2,787$668K0.24%-1613F-HRTimeline
Tassel Capital Management, Inc.2,785$668K0.59%13F-HRTimeline
TAGStone Capital, Inc.2,772$664K0.33%+12313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,766$663K0.33%+3113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,764$663K0.17%13F-HRTimeline
Cable Hill Partners, LLC2,763$662K0.07%-47713F-HRTimeline
HORIZON BANCORP INC /IN/2,761$662K0.31%+4913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,760$662K0.22%+33013F-HRTimeline
Basepoint Wealth LLC2,759$661K0.53%-17713F-HRTimeline
BENDER ROBERT & ASSOCIATES2,754$660K0.16%-9413F-HRTimeline
Davies Financial Advisors, Inc.2,744$658K0.56%-44213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,741$657K0.44%+25813F-HRTimeline
Magnolia Private Wealth, LLC2,741$657K0.58%13F-HRTimeline
REIK & CO., LLC2,732$655K0.16%013F-HRTimeline
Ipsen Advisor Group LLC2,731$655K0.56%13F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO2,720$652K0.12%+713F-HRTimeline
Operose Advisors LLC2,714$651K0.22%-97513F-HRTimeline
Detalus Advisors, LLC2,708$649K0.21%-9113F-HRTimeline
Cascade Financial Partners, LLC2,708$649K0.08%013F-HRTimeline
Harvest Investment Services, LLC2,682$643K0.16%-1,73413F-HRTimeline
MADDEN SECURITIES Corp2,677$642K0.26%-17213F-HRTimeline
Centered Wealth LLC dba Miller Equity C…2,677$642K0.24%013F-HRTimeline
Veery Capital, LLC2,676$641K0.25%-613F-HRTimeline
SFG Wealth Management, LLC.2,675$641K0.34%-10713F-HRTimeline
Factor Wealth Management LTD2,673$641K0.21%13F-HRTimeline
Vanguard Capital Wealth Advisors2,671$640K0.7%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prospect Financial Group LLC2,666$639K0.79%13F-HRTimeline
Heritage Financial Services, LLC2,663$638K0.08%+13413F-HRTimeline
Silver Coast Investments LLC2,660$638K0.24%-12113F-HRTimeline
Panoramic Capital Partners, LLC2,647$635K0.56%13F-HRTimeline
Hidden Cove Wealth Management, LLC2,646$634K0.51%13F-HRTimeline
Lynx Investment Advisory2,646$634K0.43%+13013F-HRTimeline
BIT Capital GmbH2,642$633K0.06%-3,05113F-HRTimeline
ESL Trust Services, LLC2,640$633K0.14%+1,44813F-HRTimeline
SACHEM HILL LLC2,636$632K0.13%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,631$631K0.05%+213F-HRTimeline
Strategic Advocates LLC2,630$630K0.21%+17313F-HRTimeline
Tarbox Family Office, Inc.2,626$629K0.1%013F-HRTimeline
Sloy Dahl & Holst, LLC2,619$628K0.08%+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