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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
Holt Capital Advisors, L.L.C. dba Holt …2,612$626K0.09%013F-HRTimeline
Francis Financial, Inc.3,714$626K0.16%+1,16813F-HRTimeline
MBE Wealth Management, LLC2,611$626K0.35%+13313F-HRTimeline
Horst & Graben Wealth Management LLC2,608$625K0.11%-11813F-HRTimeline
Financial Insights, Inc.2,603$624K0.23%-3,83713F-HRTimeline
Centerline Wealth Advisors, LLC2,613$624K0.37%13F-HRTimeline
Cyr Financial Inc.2,601$623K0.57%new13F-HRTimeline
Warther Private Wealth, LLC2,599$623K0.21%-1,41113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,594$622K0.12%+3813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,594$622K0.08%+71213F-HRTimeline
Presidio Capital Management, LLC2,592$621K0.33%+16113F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,585$620K0.14%+18313F-HRTimeline
Beckerman Institutional, LLC2,584$619K0.5%+1,41213F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,581$619K1.08%13F-HRTimeline
PENN DAVIS MCFARLAND INC2,580$618K0.07%+20713F-HRTimeline
ICW Investment Advisors LLC2,576$618K0.26%+213F-HRTimeline
New Insight Wealth Advisors2,575$617K0.31%-2613F-HRTimeline
GODSEY & GIBB, INC2,569$616K0.06%-17013F-HRTimeline
Pine Harbor Wealth Management, LLC2,560$614K0.25%+713F-HRTimeline
Stonebridge Financial Planning Group, L…2,557$613K0.27%+57713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,554$612K0.24%-64713F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,552$612K0.61%13F-HRTimeline
Asset Planning,Inc2,550$611K0.47%13F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,545$610K0.55%13F-HRTimeline
Pitti Group Wealth Management, LLC2,541$609K0.62%-29613F-HRTimeline
Dupree Financial Group, LLC2,539$609K0.28%+13613F-HRTimeline
Reyes Financial Architecture, Inc.2,538$608K0.48%13F-HRTimeline
Israel Discount Bank of New York2,535$608K0.44%-7213F-HRTimeline
Brand Asset Management Group, Inc.2,531$607K0.25%+3813F-HRTimeline
America First Investment Advisors, LLC2,529$606K0.13%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,522$605K0.48%13F-HRTimeline
4WEALTH ADVISORS, INC.2,514$603K0.62%13F-HRTimeline
Tacita Capital Inc2,507$601K0.43%+17513F-HRTimeline
SUMMIT SECURITIES GROUP LLC2,500$599K0.22%+20013F-HRTimeline
Unigestion Holding SA2,500$599K0.03%new13F-HRTimeline
Broadway Wealth Solutions, Inc.2,496$598K0.45%13F-HRTimeline
Wallace Capital Management Inc.2,495$598K0.08%+26213F-HRTimeline
Hamilton Capital, LLC2,494$598K0.05%+5213F-HRTimeline
Heritage Wealth Partners, LLC2,494$598K0.75%-1,52413F-HRTimeline
Arnhold LLC2,492$597K0.06%013F-HRTimeline
Financial Security Advisor, Inc.2,487$596K0.15%-36713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,484$595K0.45%13F-HR/ATimelineGroup
Nicholson Wealth Management Group, LLC2,476$594K0.4%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,472$593K0.23%+19013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …2,465$591K0.05%-1513F-HRTimeline
Kiely Wealth Advisory Group, Inc.2,179$590K0.38%013F-HRTimeline
COWA, LLC2,461$590K0.27%-6813F-HRTimeline
Corundum Trust Company, INC2,457$589K1.77%-5513F-HRTimeline
Walker Asset Management, LLC2,453$588K0.36%+5313F-HRTimeline
Covey Capital Advisors, LLC2,450$587K0.67%013F-HRTimeline
Murphy Pohlad Asset Management LLC2,440$585K0.25%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,440$585K0.22%+1,40013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,433$583K0.22%-1,39013F-HRTimeline
Plum Street Advisors, LLC2,433$583K0.29%+18613F-HRTimeline
Palacios Wealth Management, LLC2,332$583K0.63%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,764$583K0.53%013F-HRTimeline
Tandem Investment Advisors, Inc.2,434$583K0.02%-9313F-HRTimeline
Northstar Advisory Group, LLC2,429$582K0.3%+913F-HRTimeline
Jackson Creek Investment Advisors LLC2,429$582K0.18%+113F-HRTimeline
Flywheel Private Wealth LLC2,427$582K0.53%13F-HRTimeline
Selective Wealth Management, Inc.2,349$581K0.24%+213F-HRTimeline
Rockbridge Asset Management LLC2,424$581K0.33%13F-HRTimeline
JACOBS & CO/CA2,424$581K0.06%013F-HRTimeline
Westshore Wealth, LLC2,421$580K0.23%-4713F-HRTimeline
ISTHMUS PARTNERS, LLC2,417$579K0.07%013F-HRTimeline
Sequent Asset Management, LLC2,415$579K0.28%+113F-HRTimeline
CGC Financial Services, LLC2,410$578K0.23%013F-HRTimeline
Truepoint, Inc.2,409$577K0.02%+9513F-HRTimeline
Piedmont Capital Management, LLC2,396$577K0.35%013F-HRTimeline
Bluespring Wealth Management, LLC2,408$577K0.06%+813F-HRTimeline
Rooted Wealth Advisors, Inc.2,375$577K0.23%+21613F-HRTimeline
Balentine LLC2,405$577K0.02%-2,72913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,402$576K0.17%13F-HRTimeline
Brightwater Advisory LLC2,400$575K0.45%-7613F-HRTimeline
Clay Northam Wealth Management, LLC2,397$575K0.37%+14013F-HRTimeline
Navis Wealth Advisors, LLC2,396$574K0.63%-9813F-HRTimeline
TRUST CO OF OKLAHOMA2,389$573K0.18%+10813F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/2,388$572K0.67%-7213F-HRTimeline
Triton Wealth Management, PLLC2,314$571K0.29%+24913F-HRTimeline
Moody Aldrich Partners LLC2,360$566K0.1%-28113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,360$566K0.24%+23613F-HRTimeline
Capital Planning LLC2,357$565K0.15%+27613F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…2,354$563K0.22%-2013F-HRTimeline
Planned Solutions, Inc.2,343$562K0.23%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC2,343$562K0.04%-11513F-HRTimeline
Wilson & Boucher Capital Management, LLC2,341$561K0.4%013F-HRTimeline
Financial Enhancement Group LLC2,297$561K0.09%new13F-HRTimeline
Western Financial Corp/CA2,337$560K0.31%+34813F-HRTimeline
S&T Bank/PA2,336$560K0.18%+6113F-HRTimeline
jvl associates llc2,334$559K0.21%+30813F-HRTimeline
Sovereign Investment Advisors, LLC2,328$558K0.17%new13F-HRTimeline
Vertex Planning Partners, LLC2,326$558K0.12%+4613F-HRTimeline
Tamar Securities, LLC2,321$556K0.08%-2013F-HRTimeline
Knuff & Co LLC2,315$555K0.17%+11313F-HRTimeline
Marotta Asset Management2,305$553K0.12%-27413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,305$553K0.2%-22313F-HRTimeline
SATURNA CAPITAL CORP2,303$552K0.01%+69513F-HRTimeline
LongView Asset Management LLC2,302$552K0.48%13F-HRTimeline
Signature Wealth Management Group2,299$551K0.22%+41513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,296$550K0.5%13F-HRTimeline
Goepper Burkhardt LLC2,292$549K0.22%-15113F-HRTimeline
Hollow Brook Wealth Management LLC2,288$548K0.17%-7,44413F-HRTimeline
Family Investment Center, Inc.2,287$548K0.14%-13313F-HRTimeline
Roble, Belko & Company, Inc2,286$548K0.09%+50013F-HRTimeline
Strategic Financial Concepts, LLC2,286$548K0.11%+1,24813F-HR/ATimeline
Lansing Street Advisors2,282$547K0.19%+8613F-HRTimeline
Mascoma Wealth Management LLC2,280$547K0.14%+15713F-HRTimeline
Bernardo Wealth Planning LLC2,276$546K0.13%+2613F-HRTimeline
OLIO Financial Planning2,274$545K0.19%new13F-HRTimeline
Drum Hill Capital, LLC2,262$542K0.67%13F-HRTimeline
Amica Retiree Medical Trust2,257$541K0.51%-19713F-HRTimeline
TCP Asset Management, LLC2,253$540K0.12%-2713F-HRTimeline
Granite FO LLC2,238$536K0.31%013F-HRTimeline
Greenfield Seitz Capital Management, LLC2,231$535K0.2%-3013F-HRTimeline
Axis Wealth Partners, LLC2,228$534K0.45%13F-HRTimeline
BlueChip Wealth Advisors LLC2,225$533K0.3%+16313F-HRTimeline
Gimbal Financial2,222$533K0.44%+2213F-HRTimeline
NovaPoint Capital, LLC2,222$533K0.16%-14713F-HRTimeline
Sensible Money, LLC2,220$532K0.23%013F-HRTimeline
Capital Market Strategies LLC2,220$532K0.31%+5713F-HRTimeline
Squire Investment Management Company, L…2,218$532K0.23%+12913F-HRTimeline
M1 Capital Management LLC2,217$531K0.29%13F-HRTimeline
O'Neil Global Advisors, Inc.2,216$531K0.16%+613F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP2,215$531K0.21%-20,50913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,215$531K0.32%-3413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,213$531K0.29%13F-HRTimeline
Richwood Investment Advisors, LLC2,213$530K0.44%+13013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,213$530K0.17%-1813F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC2,204$528K0.19%+5013F-HRTimeline
Campbell Wealth Management2,201$528K0.05%+31213F-HRTimeline
Axiom Financial Strategies, LLC2,202$528K0.29%-14313F-HRTimeline
Reliant Investment Partners, LLC2,201$528K0.47%13F-HRTimeline
CULTIVAR CAPITAL, INC.2,200$527K0.46%013F-HRTimeline
Garner Asset Management Corp2,198$527K0.24%+213F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,191$525K0.22%013F-HRTimeline
Sepio Capital, LP2,181$523K0.04%-2513F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…2,176$522K0.01%-13813F-HR/ATimelineGroup
Coyle Financial Counsel LLC2,174$521K0.16%+52313F-HRTimeline
Fermata Advisors, LLC2,170$520K0.1%-2613F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,170$520K0.14%013F-HRTimeline
Oceanside Advisors LLC2,170$520K0.39%+19013F-HRTimeline
TABLEAUX LLC2,167$519K0.43%13F-HRTimeline
SJS Investment Consulting Inc.2,164$519K0.09%-59713F-HRTimeline
Intrinsic Value Partners, LLC2,162$518K0.52%013F-HRTimeline
Waterford Advisors, LLC2,157$517K0.26%-10013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,155$517K0.32%+48513F-HRTimeline
Columbus Macro, LLC2,149$515K0.07%+50913F-HRTimeline
Morse Asset Management, Inc2,149$515K0.12%-5,07713F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.2,148$515K0.44%13F-HRTimeline
Cushing Capital Partners, LLC2,147$515K0.5%13F-HRTimeline
Lionshead Wealth Management, LLC2,146$514K0.37%13F-HRTimeline
Bond & Devick Financial Network, Inc.2,435$513K0.22%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.2,140$513K0.47%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,139$513K0.43%+60613F-HRTimeline
Forum Private Client Group LLC2,135$512K0.23%-4413F-HRTimeline
Luken Investment Analytics, LLC2,132$511K0.24%+20013F-HRTimeline
Integrated Quantitative Investments LLC2,130$511K0.25%13F-HRTimeline
New World Advisors LLC2,122$509K0.12%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,120$508K0.21%-2013F-HRTimeline
Broderick Brian C2,110$506K0.1%013F-HRTimeline
KFA Private Wealth Group, LLC2,108$505K0.21%+14713F-HRTimeline
Swisher Financial Concepts, Inc.2,108$505K0.6%-62513F-HRTimeline
Bensler, LLC2,107$505K0.06%+7813F-HRTimeline
Insight Wealth Partners, LLC2,105$505K0.32%-25713F-HRTimeline
Cook Wealth, LLC1,893$503K0.24%+15513F-HRTimeline
BLACK POINT WEALTH MANAGEMENT2,100$503K0.58%+613F-HRTimeline
Compton Financial Group, LLC2,098$503K0.15%013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,096$503K0.28%+4513F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,095$502K0.08%+14013F-HRTimeline
Summit Wealth Group, LLC2,094$502K0.15%-12013F-HRTimeline
Sprinkle Financial Consultants LLC2,092$501K0.34%+313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,087$500K0.31%-13313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,085$500K0.06%+6113F-HRTimelineGroup
NDVR, Inc.2,082$499K0.48%+5713F-HRTimeline
Tower Wealth Partners, Inc.2,080$499K0.26%-5113F-HRTimeline
Dale Q Rice Investment Management Ltd2,076$498K0.22%13F-HRTimeline
W.H. Cornerstone Investments Inc.2,074$497K0.33%-33013F-HRTimeline
Riverview Capital Advisers, LLC2,071$496K0.15%013F-HRTimeline
Ruedi Wealth Management, Inc.2,068$496K0.16%+4113F-HRTimeline
Sterling Financial Planning, Inc.2,068$496K0.18%+11213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC2,066$495K0.23%+13013F-HRTimeline
Kagan Cocozza Asset Management2,066$495K0.41%13F-HRTimeline
Freedom Day Solutions, LLC2,066$495K0.15%+3113F-HRTimeline
Optivise Advisory Services LLC2,065$495K0.27%-34313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,062$494K0.01%013F-HRTimelineGroup
Destiny Wealth Partners, LLC2,062$494K0.08%+11613F-HRTimeline
Blue Investment Partners LLC2,062$494K0.18%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors2,059$494K0.27%13F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC2,055$493K0.22%+7113F-HRTimeline
Kaizen Financial Strategies2,054$492K0.28%+3213F-HRTimeline
Foguth Wealth Management, LLC.1,859$492K0.13%+65813F-HRTimeline
Beaird Harris Wealth Management, LLC2,053$492K0.04%+44913F-HRTimeline
Bestgate Wealth Advisors, LLC2,051$492K0.99%13F-HRTimeline
Sharkey, Howes & Javer2,050$491K0.07%+9013F-HRTimeline
Nan Shan Life Insurance Co., Ltd.2,048$491K0.01%013F-HRTimeline
BluePointe Capital Management, LLC2,047$491K0.28%new13F-HRTimeline
FSA Wealth Management LLC2,046$490K0.2%-17513F-HRTimeline
Litman Gregory Wealth Management LLC2,045$490K0.04%+7413F-HRTimeline
Shira Ridge Wealth Management2,043$490K0.24%+10913F-HRTimeline
Three Bridge Wealth Advisors, LLC2,040$489K0.17%+50013F-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