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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,021 managers (5,105 13F filers) reported a position in JPM shares at 2026-03-31, 1,950,351,214 shares in all. 124 filers opened a position and 177 filers sold out during the quarter.

Managers
5,021
13F filers
5,105
New
124
Added
2,135
Reduced
2,294
Sold out
177
Shares held by filers
1,950,351,214

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
Independence Financial Advisors, LLC3,967$1.17M0.35%-31213F-HRTimeline
TrueWealth Advisors, LLC3,967$1.17M0.29%-4813F-HRTimeline
NBZ Investment Advisors LLC3,962$1.17M0.51%013F-HRTimeline
Caldwell Investment Management Ltd.4,100$1.16M0.46%-8,60013F-HRTimeline
J. Derek Lewis & Associates Inc.3,958$1.16M0.26%+38613F-HR/ATimeline
Probity Advisors, Inc.3,956$1.16M0.18%-11513F-HRTimeline
Stonekeep Investments, LLC3,955$1.16M0.75%+34313F-HRTimeline
Trask Adam Roland3,955$1.16M1.1%13F-HRTimeline
NFSG Corp3,953$1.16M0.19%-4,93013F-HRTimeline
Woodward Financial Advisors, Inc.4,095$1.16M0.45%-1613F-HRTimeline
Warwick Investment Management, Inc.3,942$1.16M0.17%-2613F-HRTimeline
Per Stirling Capital Management, LLC.3,942$1.16M0.13%+18513F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC3,939$1.16M0.34%-4413F-HRTimeline
Francis Financial, Inc.3,938$1.16M0.22%+3513F-HRTimeline
Riverview Trust Co3,936$1.16M1.43%013F-HRTimeline
Shulman DeMeo Asset Management LLC3,934$1.16M0.25%-1613F-HRTimeline
Long Road Investment Counsel, LLC3,932$1.16M0.45%013F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC3,931$1.16M0.63%+62113F-HRTimeline
Fiduciary Wealth Partners, LLC3,909$1.15M0.75%+17213F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC3,907$1.15M0.16%013F-HRTimeline
Ardent Capital Management, Inc.3,907$1.15M0.49%-7713F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,905$1.15M0.77%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,754$1.15M0.36%+1313F-HRTimeline
North Capital, Inc.3,900$1.15M0.97%013F-HRTimeline
BANTAMAC CAPITAL, LLC3,900$1.15M0.83%013F-HRTimeline
Pacific Capital Partners Ltd3,900$1.15M1.13%new13F-HRTimeline
Severin Investments, LLC3,900$1.15M0.98%-75713F-HRTimeline
Coyle Financial Counsel LLC3,894$1.15M0.24%+11113F-HRTimeline
Michael Brady & Co., LLC3,892$1.14M1.15%-6013F-HRTimeline
Clark & Stuart, Inc3,888$1.14M0.77%-213F-HRTimeline
Compass Ion Advisors, LLC3,887$1.14M0.11%+17413F-HRTimeline
Gibraltar Capital Management, Inc.3,882$1.14M0.2%-70013F-HRTimeline
LCM Capital Management Inc3,880$1.14M0.57%+5813F-HRTimeline
KEYVANTAGE WEALTH, LLC3,877$1.14M0.5%-21613F-HRTimeline
Murphy & Mullick Capital Management Corp3,877$1.14M0.84%+40013F-HRTimeline
Merrion Investment Management Co, LLC3,872$1.14M0.61%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,866$1.14M0.31%-2113F-HRTimeline
Holland Advisory Services, Inc.3,862$1.14M1.52%+26313F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,861$1.14M0.55%-5913F-HRTimeline
Peck Wealth Management, LLC3,852$1.13M1.14%-20013F-HRTimeline
Avantra Family Wealth, Inc.3,843$1.13M0.84%-10513F-HRTimeline
Hoxton Planning & Management, LLC3,840$1.13M0.34%-9913F-HRTimeline
Prasad Wealth Partners, LLC3,831$1.13M0.31%+9513F-HRTimeline
Stonebridge Financial Group, LLC / MO3,831$1.13M0.95%+2813F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,631$1.12M0.84%-1,73513F-HRTimeline
Advance Capital Management, Inc.3,823$1.12M0.04%-10613F-HRTimeline
Walser Wealth Management Company, A Ltd…3,821$1.12M0.5%+41713F-HRTimeline
Hilton Head Capital Partners, LLC3,818$1.12M0.63%+513F-HRTimeline
Themes Management Co LLC3,813$1.12M0.69%+35113F-HRTimeline
Affinity Capital Advisors, LLC3,812$1.12M0.16%-30913F-HRTimeline
Harbor Group, Inc.3,801$1.12M0.16%+1813F-HRTimeline
Summa Corp.3,800$1.12M0.46%013F-HRTimeline
Essential Investment Partners LLC3,797$1.12M1.03%+1,79213F-HRTimeline
Future Fund LLC3,794$1.12M0.39%-97613F-HRTimeline
Heck Capital Advisors, LLC3,791$1.12M0.08%-1,44513F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…3,789$1.11M0.09%013F-HRTimelineGroup
Wellington Grp LLC3,788$1.11M0.34%+1,03513F-HRTimeline
GLR Partners, LLC3,773$1.11M0.61%13F-HRTimeline
Abound Wealth Management3,770$1.11M0.25%+11313F-HRTimeline
Lewis Asset Management, LLC3,765$1.11M0.45%+6113F-HRTimeline
DELPHI MANAGEMENT INC /MA/3,759$1.11M1.32%-1,08613F-HRTimeline
KDT Advisors, LLC3,747$1.1M1.76%013F-HRTimeline
Fulcrum Equity Management3,746$1.1M1.07%+7213F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC3,511$1.1M0.47%-2413F-HRTimeline
FIRST COMMUNITY TRUST NA3,739$1.1M0.81%+26613F-HRTimeline
Mayfair Advisory Group, LLC3,737$1.1M0.38%+13813F-HRTimeline
D.B. Root & Company, LLC3,736$1.1M0.26%-24213F-HRTimeline
BlueSky Wealth Advisors, LLC3,729$1.1M0.14%+31313F-HRTimeline
Semus Wealth Partners LLC3,724$1.1M0.61%+9513F-HRTimeline
PeakShares LLC3,721$1.09M1%+45713F-HRTimeline
Santori & Peters, Inc.3,710$1.09M0.34%+913F-HRTimeline
Napier Financial, LLC3,710$1.09M0.25%new13F-HRTimeline
Tanager Wealth Management LLP3,708$1.09M0.11%-17513F-HRTimeline
von Borstel & Associates, Inc.3,706$1.09M0.25%+4013F-HRTimeline
Willis Johnson & Associates, Inc.3,705$1.09M0.06%-6013F-HRTimeline
Wescott Financial Advisory Group, LLC3,704$1.09M0.1%+50613F-HRTimeline
Hidden Cove Wealth Management, LLC3,700$1.09M0.7%+4913F-HRTimeline
NCP Inc.3,700$1.09M1.81%-15013F-HRTimeline
ECOFI INVESTISSEMENTS SA3,700$1.09M1.98%013F-HRTimeline
Bluesphere Advisors LLC3,696$1.09M0.39%-50813F-HRTimeline
Gambit Capital Management, LLC3,695$1.09M0.78%-8713F-HRTimeline
Quantum Portfolio Management LLC3,691$1.09M0.47%+2413F-HR/ATimeline
Lifeworks Advisors, LLC3,690$1.09M0.14%+2913F-HRTimeline
Fermata Advisors, LLC3,684$1.08M0.24%+2,52313F-HRTimeline
Horst & Graben Wealth Management LLC3,470$1.08M0.15%+79613F-HRTimeline
MFA Wealth Services3,674$1.08M0.72%-4513F-HRTimeline
Pine Haven Investment Counsel, Inc3,666$1.08M0.79%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,661$1.08M0.06%-51213F-HRTimeline
Flaharty Asset Management, LLC3,661$1.08M0.13%+10013F-HRTimeline
Coastwise Capital Group, LLC3,659$1.08M0.6%+6213F-HRTimeline
Brookwood Investment Group LLC3,655$1.08M0.14%-1,47613F-HRTimeline
Rise Advisors, LLC3,634$1.07M0.38%-2113F-HRTimeline
Hughes Financial Services, LLC3,647$1.07M0.16%+58413F-HRTimeline
INVENIO WEALTH PARTNERS LLC3,645$1.07M0.43%+1513F-HRTimeline
Safeguard Investment Advisory Group, LLC3,624$1.07M0.29%-15813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,613$1.06M0.39%+59313F-HRTimeline
IVC Wealth Advisors LLC3,601$1.06M0.46%+6713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,597$1.06M0.14%+5713F-HRTimeline
Sonoma Private Wealth LLC3,594$1.06M1.3%+53913F-HRTimeline
J.E. Simmons & Co., P.C.3,594$1.06M0.71%+17613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,637$1.05M0.45%-39613F-HRTimeline
1776 Wealth LLC3,582$1.05M0.41%+213F-HRTimeline
VestGen Investment Management3,580$1.05M0.58%-41713F-HRTimeline
GRANVILLE CAPITAL, INC.3,575$1.05M0.55%-25713F-HRTimeline
Tributary Capital Management, LLC3,570$1.05M0.1%-10013F-HRTimeline
Tilson Financial Group, Inc.3,567$1.05M0.31%+313F-HRTimeline
Alpha Zero LLC3,566$1.05M0.53%+1213F-HRTimeline
Owl Creek Wealth Partners LLC3,560$1.05M0.37%13F-HRTimeline
Iron Gate Global Advisors LLC3,555$1.05M0.11%+1,30313F-HRTimeline
Parkwoods Wealth Partners, LLC3,555$1.05M0.26%+41113F-HRTimeline
Wealth Advisors of Iowa, LLC3,549$1.04M0.32%+5013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,548$1.04M0.09%+69413F-HRTimelineGroup
Cardinal Strategic Wealth Guidance3,546$1.04M0.28%-4513F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC3,545$1.04M0.88%013F-HRTimeline
Sivia Capital Partners, LLC3,545$1.04M0.2%-3,42813F-HRTimeline
KFA Private Wealth Group, LLC3,541$1.04M0.25%-2813F-HRTimeline
Persium Advisors, LLC3,537$1.04M0.82%+4513F-HRTimeline
Port Capital LLC3,536$1.04M0.05%-9113F-HRTimeline
Strathmore Capital Advisors, Inc.3,372$1.04M0.29%+6313F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.3,529$1.04M<0.01%013F-HRTimeline
CARLSON FINANCIAL, INC.3,522$1.04M0.61%+213F-HRTimeline
ISTHMUS PARTNERS, LLC3,513$1.03M0.11%+16013F-HRTimeline
Griffith & Werner, Inc.3,512$1.03M0.51%+413F-HRTimeline
Hobart Private Capital, LLC3,506$1.03M0.2%+13113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,504$1.03M0.31%+28713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,502$1.03M0.29%-2,20013F-HRTimeline
POSTROCK PARTNERS LLC3,502$1.03M0.48%013F-HRTimeline
Oxford Wealth Group, LLC3,498$1.03M0.56%+9113F-HRTimeline
WJ Interests, LLC3,498$1.03M0.4%013F-HRTimeline
Investment Planning Advisors, Inc.3,497$1.03M0.28%+61013F-HRTimeline
Ariadne Wealth Management, LP3,495$1.03M0.46%-13113F-HRTimeline
Millennium Capital Advisors, LLC3,481$1.02M0.63%013F-HRTimeline
Single Point Partners, LLC3,481$1.02M0.2%-63013F-HRTimeline
LifePlan Investment Advisors, Inc.3,475$1.02M0.4%+11613F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd3,466$1.02M0.5%-70013F-HRTimelineGroup
Firestone Capital Management3,463$1.02M0.21%+213F-HRTimeline
BLI - Banque de Luxembourg Investments3,200$1.02M0.03%013F-HRTimeline
FORA Capital, LLC3,460$1.02M0.07%new13F-HRTimeline
Hamilton Wealth, LLC3,448$1.01M0.2%-1,30013F-HR/ATimeline
Quantum Private Wealth, LLC3,448$1.01M0.31%+3713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,446$1.01M0.51%+1013F-HRTimeline
Burton Enright Welch3,444$1.01M0.14%+41313F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,439$1.01M0.35%+48213F-HRTimeline
RVW Wealth, LLC3,438$1.01M0.08%-1,23013F-HRTimeline
Gouws Capital LLC3,433$1.01M0.53%-14013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,428$1.01M0.31%-38813F-HRTimeline
Hopwood Financial Services, Inc.3,428$1.01M0.68%-52513F-HRTimeline
Hamilton Capital, LLC3,421$1.01M0.05%-1,27713F-HRTimeline
Bright Futures Wealth Management, LLC.3,421$1.01M0.69%-10313F-HRTimeline
Wealthspire Retirement, LLC3,413$1M0.06%+2513F-HRTimeline
Wealth Science Advisors LLC3,112$1M0.56%013F-HRTimeline
Maltin Wealth Management, Inc.3,408$1M0.38%-10213F-HRTimeline
Sanchez Gaunt Capital Management, LLC3,408$1M0.63%13F-HRTimeline
Fortitude Family Office, LLC3,405$1M0.22%-5,90513F-HRTimeline
ACORN CREEK CAPITAL LLC3,405$1M0.36%+1913F-HRTimeline
Old North State Wealth Management, LLC3,394$1M0.46%-4113F-HRTimeline
Beckerman Institutional, LLC3,400$1M0.53%013F-HRTimeline
Symmetry Partners, LLC3,394$998K0.06%+50713F-HRTimeline
Greenline Wealth Management LLC3,393$998K1.15%+79913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC3,383$995K0.23%+4413F-HRTimeline
TruNorth Capital Management, LLC3,374$992K0.19%-1813F-HRTimeline
Mascoma Wealth Management LLC3,374$992K0.21%-20713F-HRTimeline
Truepoint, Inc.3,366$990K0.02%-2013F-HRTimeline
FSA Advisors, Inc.3,365$990K0.65%-47,96813F-HRTimeline
GUIDANCE CAPITAL, INC3,198$990K0.22%+58913F-HRTimeline
Permanent Capital Management, LP3,158$989K0.15%-16913F-HRTimeline
Mullooly Asset Management, Inc.3,357$988K0.36%+1213F-HRTimeline
Bank & Trust Co3,357$987K0.67%013F-HRTimeline
Glass Wealth Management Co LLC3,356$987K0.38%+213F-HRTimeline
National Wealth Management Group, LLC3,351$986K0.37%-3913F-HRTimeline
Joule Financial, LLC3,347$985K0.29%-21913F-HRTimeline
Bravera Wealth3,340$982K0.44%+13913F-HRTimeline
Rede Wealth, LLC3,338$982K0.35%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,337$982K0.16%-44613F-HRTimeline
Parkside Investments, LLC3,336$981K0.12%+1,07913F-HRTimeline
Ackerman Capital Advisors, LLC3,336$981K0.2%-1813F-HRTimeline
Buttonwood Financial Advisors Inc.3,335$981K0.33%-6313F-HRTimeline
Vawter Financial, Ltd.3,326$978K0.41%-48413F-HR/ATimeline
South Shore Capital Advisors3,326$978K0.72%-26913F-HRTimeline
Measured Wealth Private Client Group, L…3,319$976K0.27%-3,06413F-HRTimeline
Carmignac Gestion3,308$973K0.01%-8,09213F-HRTimeline
Ascension Capital Advisors, Inc.3,304$972K0.31%+1,78413F-HRTimeline
Opal Wealth Advisors, LLC3,304$972K0.22%-5913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,301$971K0.08%+54213F-HRTimelineGroup
Magnolia Private Wealth, LLC3,300$971K0.65%+36413F-HRTimeline
BETO FINANCIAL GROUP, LLC3,165$969K0.57%-16213F-HRTimeline
Tranquilli Financial Advisor LLC3,295$969K0.57%-40313F-HRTimeline
Next Capital Management LLC3,293$969K0.29%+22213F-HRTimeline
MOTIVE WEALTH ADVISORS3,289$967K0.45%-3813F-HRTimeline
Concentrum Wealth Management3,282$965K0.29%+1,99913F-HRTimeline
VANCE WEALTH, LLC3,281$965K0.28%+17613F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …3,282$965K0.11%-12413F-HRTimeline
DecisionMap Wealth Management, LLC3,279$965K0.62%+22513F-HRTimeline
apricus wealth, LLC3,278$964K0.47%-16513F-HRTimeline
WealthTrust Asset Management, LLC3,278$964K0.58%+19013F-HRTimeline
Weaver Consulting Group3,274$963K0.23%-3213F-HRTimeline
Capital Advantage, Inc.3,272$963K0.13%+8313F-HRTimeline
Silver Lake Advisory, LLC3,268$961K0.38%+1413F-HRTimeline
Tacita Capital Inc3,265$960K0.57%+3913F-HRTimeline
Praxis Capital Management LLC3,263$960K2.24%+1513F-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