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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
Pacific Center for Financial Services3,354$823K0.22%+313F-HRTimeline
LongView Wealth Management3,353$822K0.25%-22513F-HRTimeline
VANCE WEALTH, LLC3,351$822K0.31%+45913F-HRTimeline
First Pacific Financial3,349$822K0.17%+29713F-HRTimeline
Persium Advisors, LLC3,347$821K0.78%-11913F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC3,341$820K0.53%013F-HRTimeline
Operose Advisors LLC3,335$818K0.27%+62113F-HRTimeline
Cable Hill Partners, LLC3,343$818K0.08%+58013F-HRTimeline
MRA Advisory Group3,319$814K0.43%-1,11613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,317$814K0.14%+25613F-HRTimeline
Integrity Financial Corp /WA3,314$813K0.46%+51613F-HRTimeline
Ackerman Capital Advisors, LLC3,306$811K0.21%+17913F-HRTimeline
RBA Wealth Management, LLC3,305$811K0.32%-14013F-HRTimeline
Abound Wealth Management3,304$811K0.27%-513F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,305$810K0.67%-38313F-HRTimeline
Fairtree Asset Management (Pty) Ltd3,293$808K0.65%new13F-HRTimeline
FIRST COMMUNITY TRUST NA3,292$808K0.71%-3513F-HRTimeline
Capital Advantage, Inc.3,368$807K0.15%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,287$806K0.35%-1313F-HRTimeline
Cascade Investment Advisors, Inc.3,283$805K0.54%-17513F-HRTimeline
Mullooly Asset Management, Inc.3,283$805K0.37%13F-HR/ATimeline
Outlook Wealth Advisors, LLC3,279$805K0.22%-10613F-HRTimeline
Copley Financial Group, Inc.3,278$804K0.62%+13613F-HR/ATimeline
D.B. Root & Company, LLC3,276$804K0.26%+5513F-HRTimeline
IVC Wealth Advisors LLC3,274$803K0.43%-25213F-HRTimeline
Creekside Partners3,263$800K0.42%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,250$797K0.3%-9813F-HRTimeline
Prostatis Group LLC3,249$797K0.25%-43313F-HRTimeline
HTG Investment Advisors, Inc.3,248$797K0.33%-7513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,505$796K0.33%+6913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,251$795K0.15%+48713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC3,243$795K0.22%+39013F-HRTimeline
Cherry Tree Wealth Management, LLC3,242$795K0.19%+7313F-HRTimeline
Alpha Zero LLC3,242$795K0.61%+1,81013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,228$792K0.66%+36013F-HR/ATimeline
ACORN CREEK CAPITAL LLC3,220$790K0.39%-5813F-HRTimeline
Ruggaard & Associates LLC3,218$789K0.35%-58113F-HRTimeline
EHRLICH FINANCIAL GROUP3,211$788K0.57%-7513F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,209$787K0.45%-1,36313F-HRTimeline
Wolff Financial Management LLC3,209$787K0.22%013F-HRTimeline
EdgeRock Capital LLC3,205$786K0.56%-10113F-HRTimeline
Harrington Investments, INC3,196$784K0.45%-713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,193$783K1.18%-5213F-HRTimeline
Meridian Wealth Partners, LLC3,188$782K0.12%-19413F-HRTimeline
WestHill Financial Advisors, Inc.3,185$781K0.18%+113F-HRTimeline
Aletheian Wealth Advisors LLC3,184$781K0.44%+31513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,066$781K0.6%+30213F-HRTimeline
MOTIVE WEALTH ADVISORS3,183$781K0.42%-15213F-HRTimeline
INSIGHT 2811, INC.3,177$779K0.4%-1913F-HRTimeline
Weaver Consulting Group3,174$779K0.23%-5113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC3,168$777K0.32%+3613F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC3,166$777K0.19%new13F-HR/ATimeline
Pullen Investment Management, LLC3,163$776K0.49%+10613F-HRTimeline
Cascade Financial Partners, LLC3,162$776K0.1%+45413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD3,157$774K0.7%+86113F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC3,154$774K0.42%-80013F-HRTimeline
Arbor Wealth Advisors LLC3,153$773K0.69%-813F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,151$773K0.05%-81513F-HRTimeline
Permanent Capital Management, LP3,151$773K0.22%013F-HRTimeline
Holcombe Financial, Inc.3,147$772K0.64%013F-HRTimeline
Uniting Wealth Partners, LLC3,145$771K0.39%+8813F-HRTimeline
WEALTHGARDEN F.S. LLC3,141$770K0.74%+1013F-HRTimeline
J. L. Bainbridge & Co., Inc.3,140$770K0.08%+4413F-HRTimeline
Concorde Asset Management, LLC3,268$769K0.41%+4613F-HRTimeline
SP Asset Management LLC3,136$769K0.07%+1913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,132$768K0.06%-5,93913F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC3,127$767K0.14%+3813F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC3,116$764K0.53%-513F-HRTimeline
Willis Johnson & Associates, Inc.3,113$764K0.06%-5713F-HRTimeline
Magnolia Private Wealth, LLC3,102$761K0.64%+36113F-HRTimeline
Clearview Wealth Advisors LLC3,102$761K0.57%-75413F-HRTimeline
One Day In July LLC3,101$761K0.08%+13513F-HRTimeline
Wealth Advisors of Iowa, LLC3,099$760K0.33%013F-HRTimeline
Centricity Wealth Management, LLC3,099$760K0.69%+10113F-HRTimeline
Silver Lake Advisory, LLC3,097$760K0.33%+1313F-HRTimeline
Meridian Financial Advisors, LLC3,095$759K0.53%-1513F-HRTimeline
Broyhill Asset Management, LLC3,094$759K0.62%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV3,090$758K0.24%-1813F-HRTimeline
Paragon Capital Management Ltd3,088$758K0.16%+213F-HRTimeline
Atala Financial Inc3,088$757K0.55%-913F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,076$754K0.04%-2,94913F-HRTimelineGroup
NORTH POINT PORTFOLIO MANAGERS CORP/OH3,069$753K0.13%013F-HRTimeline
denkapparat Operations GmbH3,066$752K0.8%-2,53213F-HRTimeline
Arkos Global Advisors3,060$751K0.11%-12213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,057$750K0.43%+513F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC3,057$750K0.68%13F-HRTimeline
Investmark Advisory Group LLC3,051$749K0.37%+613F-HRTimeline
Capula Management Ltdin group Capula Management Ltd3,049$748K0.01%+2,12513F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
COOPER/HAIMS ADVISORS, LLC3,048$748K0.41%-813F-HRTimeline
MANCHESTER FINANCIAL INC3,041$746K0.17%+1,02913F-HRTimeline
Iron Gate Global Advisors LLC3,040$746K0.1%+1913F-HR/ATimeline
AXS Investments LLC3,040$746K0.21%-13313F-HRTimeline
Tiller Private Wealth, Inc.3,037$745K0.31%013F-HRTimeline
FLOW TRADERS U.S. LLC3,023$742K0.03%-14,65613F-HRTimeline
Elevate Capital Advisors, LLC3,022$741K0.69%-2,23513F-HRTimeline
Fermata Advisors, LLC3,022$741K0.13%+85213F-HRTimeline
Old North State Wealth Management, LLC3,011$741K0.41%-12613F-HRTimeline
New Jersey Better Educational Savings T…3,017$740K1.43%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,010$738K0.25%+25013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC3,183$738K0.1%+58913F-HRTimeline
Elios Financial Group Inc.3,009$738K0.36%+2713F-HRTimeline
Ring Mountain Capital, LLC3,008$738K0.55%+9613F-HRTimeline
Strid Group, LLC3,003$737K0.11%+5213F-HRTimeline
SilverOak Wealth Management LLC3,002$736K0.16%013F-HRTimeline
Altshuler Shaham Ltd3,000$736K0.02%013F-HRTimeline
CLG LLC2,998$735K0.26%+3213F-HRTimeline
AMJ Financial Wealth Management2,989$733K0.22%-5713F-HRTimeline
SACHEM HILL LLC2,987$733K0.14%+35113F-HRTimeline
Hughes Financial Services, LLC3,003$732K0.14%+3613F-HRTimeline
Future Financial Wealth Managment LLC2,982$732K0.54%-8513F-HRTimeline
Thoma Capital Management LLC2,982$732K0.51%-2813F-HRTimeline
Root Financial Partners, LLC2,978$730K0.08%+113F-HRTimeline
FSA Advisors, Inc.2,972$729K0.58%+1,74913F-HRTimeline
DecisionMap Wealth Management, LLC2,957$725K0.55%-1413F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…2,953$724K0.01%+77713F-HR/ATimelineGroup
Better Money Decisions, LLC2,953$724K0.48%-58213F-HRTimeline
Wescott Financial Advisory Group, LLC2,943$722K0.07%+1613F-HRTimeline
Dakota Community Bank & Trust NA2,939$721K3.48%-6313F-HRTimeline
Beacon Capital Management, LLC2,937$720K0.1%-6113F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC2,936$720K0.28%+73213F-HRTimeline
Opus Capital Group, LLC2,936$720K0.09%+7813F-HRTimeline
VestGen Investment Management2,932$719K0.54%+6713F-HRTimeline
Alpha Advisors, LLC/VA2,932$719K0.63%+10013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,923$717K0.15%-72713F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC2,915$715K0.01%-83013F-HRTimeline
Clayton Financial Group LLC2,914$715K0.26%-19513F-HRTimeline
Financial Freedom, LLC2,914$715K0.41%+513F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,911$714K0.16%+32613F-HRTimeline
My Personal CFO, LLC2,910$714K0.36%-4613F-HRTimeline
Next Capital Management LLC2,910$714K0.34%-76013F-HRTimeline
SATURNA CAPITAL CORP2,903$712K0.01%+60013F-HRTimeline
Safe Harbor Fiduciary, LLC2,901$712K0.74%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC2,899$711K0.32%-9313F-HRTimeline
CapWealth Advisors, LLC2,899$711K0.08%+613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,898$711K0.48%013F-HRTimeline
Bond & Devick Financial Network, Inc.2,897$711K0.26%+46213F-HRTimeline
Objective Capital Management, LLC2,897$711K0.91%-3,69313F-HRTimeline
Clarity Capital Partners LLC2,896$710K0.29%-8713F-HRTimeline
Successful Portfolios LLC2,894$710K0.48%+113F-HRTimeline
Arbor Investment Advisors, LLC2,894$710K0.1%+613F-HRTimeline
AIMZ Investment Advisors, LLC2,893$710K0.25%+8913F-HRTimeline
DHK Financial Advisors, Inc.2,892$709K0.39%-2,33513F-HRTimeline
WMG Financial Advisors, LLC2,892$709K0.3%+5813F-HRTimeline
VSM Wealth Advisory, LLC2,888$708K0.25%-19913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,881$707K0.4%013F-HRTimeline
Perritt Capital Management Inc2,874$705K0.39%-8913F-HRTimeline
Braun-Bostich & Associates Inc.2,869$704K0.52%-213F-HRTimeline
HC Advisors, LLC2,868$704K0.53%-23413F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,866$703K0.54%013F-HRTimeline
KFA Private Wealth Group, LLC2,845$698K0.24%+73713F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.2,843$697K0.53%-2,00813F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.3,068$697K0.12%-13913F-HR/ATimeline
SUMMITRY LLC2,839$696K0.04%+4013F-HRTimeline
Kuhn & Co Investment Counsel2,837$696K0.59%+1,48213F-HRTimeline
Coign Capital Advisors LLC2,819$692K0.53%-5013F-HRTimeline
Alpha Financial Partners LLC2,816$691K0.55%-4713F-HRTimeline
Abacus Wealth Partners, LLC2,810$689K0.1%+1213F-HRTimeline
Good Steward Wealth Advisors,LLC2,810$689K0.63%13F-HRTimeline
Integris Wealth Management, LLC2,809$689K0.2%-9613F-HRTimeline
Paladin Advisory Group, LLC2,802$687K0.55%013F-HRTimeline
Payne Capital Management, LLC2,802$687K0.29%-35413F-HRTimeline
Murphy Pohlad Asset Management LLC2,800$687K0.29%+36013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,792$685K0.02%+83313F-HRTimeline
New Insight Wealth Advisors2,790$684K0.31%+21513F-HRTimeline
Westwood Wealth Management2,787$684K0.29%013F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC2,784$683K0.02%-1,43413F-HRTimeline
Bright Futures Wealth Management, LLC.2,980$682K0.75%-31513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,781$682K0.13%+18713F-HRTimeline
Harvest Investment Services, LLC2,779$682K0.19%+9713F-HRTimeline
Ariston Services Group2,778$681K0.57%-15813F-HRTimeline
RATIONAL ADVISORS, INC.2,775$681K0.07%+82013F-HRTimeline
Basepoint Wealth LLC2,771$680K0.53%+1213F-HRTimeline
Hidden Cove Wealth Management, LLC2,758$677K0.53%+11213F-HRTimeline
Francis Financial, Inc.2,756$676K0.16%-95813F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,755$676K0.12%-10813F-HRTimeline
Veery Capital, LLC2,754$676K0.26%+7813F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…2,754$676K0.06%-9,61913F-HRTimelineGroup
Sonoma Private Wealth LLC2,748$674K0.93%+1,01013F-HRTimeline
Henderson Brothers Financial Partners, …2,090$673K0.34%13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,741$672K0.45%013F-HRTimeline
Davies Financial Advisors, Inc.2,739$672K0.57%-513F-HRTimeline
Horst & Graben Wealth Management LLC2,738$672K0.12%+13013F-HRTimeline
Swisher Financial Concepts, Inc.2,735$671K0.55%+62713F-HRTimeline
REIK & CO., LLC2,732$670K0.16%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,732$670K0.19%-89013F-HRTimeline
Johnson Financial Group, LLC2,729$669K0.07%new13F-HRTimeline
Investors Research Corp2,722$668K0.14%-1,33113F-HRTimeline
Cyr Financial Inc.2,720$667K0.6%+11913F-HR/ATimeline
Holt Capital Advisors, L.L.C. dba Holt …2,712$665K0.1%+10013F-HRTimeline
Lynx Investment Advisory2,707$664K0.44%+6113F-HRTimeline
Code Waechter LLC2,687$659K0.54%-27313F-HRTimeline
Apeiron RIA LLC2,685$659K0.2%-11313F-HRTimeline
Heritage Wealth Partners, LLC2,679$657K1%+18513F-HRTimeline
First Affirmative Financial Network2,675$656K0.4%-12613F-HRTimeline
Vanguard Capital Wealth Advisors2,674$656K0.8%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Riverview Capital Advisers, LLC2,674$656K0.21%+60313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,660$652K0.32%new13F-HRTimeline
Detalus Advisors, LLC2,651$650K0.2%-5713F-HRTimeline
ESL Trust Services, LLC2,640$648K0.15%013F-HRTimeline
Lane & Associates LLC2,640$648K0.35%-5113F-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