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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
CHERRYDALE WEALTH MANAGEMENT, LLC2,638$647K0.26%-34013F-HRTimeline
TAGStone Capital, Inc.2,635$646K0.32%-13713F-HRTimeline
Summit Wealth Group, LLC2,633$646K0.19%+53913F-HRTimeline
Factor Wealth Management LTD2,630$645K0.2%-4313F-HRTimeline
Wealthstar Advisors, LLC2,628$645K0.3%+77013F-HRTimeline
Tarbox Family Office, Inc.2,624$644K0.11%-213F-HRTimeline
Sloy Dahl & Holst, LLC2,619$642K0.11%013F-HRTimeline
Global Strategic Investment Solutions, …2,617$642K0.07%-26413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,615$641K0.05%-1613F-HRTimeline
Goepper Burkhardt LLC2,614$641K0.26%+32213F-HRTimeline
Wolf Group Capital Advisors2,609$640K0.21%new13F-HRTimeline
MADDEN SECURITIES Corp2,608$640K0.25%-6913F-HRTimeline
Western Financial Corp/CA2,604$639K0.37%+26713F-HRTimeline
Prospect Financial Group LLC2,604$639K0.81%-6213F-HRTimeline
Reliant Investment Partners, LLC2,597$637K0.65%+39613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,595$637K0.24%+4113F-HRTimeline
Moody Aldrich Partners LLC2,593$636K0.13%+23313F-HRTimeline
Hollow Brook Wealth Management LLC2,588$635K0.19%+30013F-HRTimeline
LEIGH BALDWIN & CO., LLC2,584$634K0.51%-29313F-HRTimeline
Heritage Financial Services, LLC2,581$633K0.06%-8213F-HRTimeline
PENN DAVIS MCFARLAND INC2,580$633K0.07%013F-HRTimeline
ICW Investment Advisors LLC2,578$632K0.26%+213F-HRTimeline
BENDER ROBERT & ASSOCIATES2,574$631K0.16%-18013F-HRTimeline
Morse Asset Management, Inc2,569$630K0.16%+42013F-HRTimeline
Accelerate Investment Advisors LLC2,567$630K0.53%+53313F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,564$629K0.63%+1213F-HRTimeline
Stonebridge Financial Planning Group, L…2,558$628K0.29%+113F-HRTimeline
Parkside Investments, LLC2,558$627K0.09%-24113F-HRTimeline
Centerline Wealth Advisors, LLC2,556$627K0.37%-5713F-HRTimeline
Asset Planning,Inc2,555$627K0.49%+513F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,550$626K0.41%+39513F-HR/ATimeline
Clark Asset Management, LLC2,540$623K0.1%+77713F-HRTimeline
FDx Advisors, Inc.2,538$623K0.2%-30913F-HRTimeline
Dupree Financial Group, LLC2,539$623K0.25%013F-HRTimeline
America First Investment Advisors, LLC2,538$623K0.13%+913F-HRTimeline
Obsidian Personal Planning Solutions LLC2,540$621K0.28%013F-HRTimeline
Pine Harbor Wealth Management, LLC2,530$621K0.25%-3013F-HRTimeline
Hamilton Capital, LLC2,524$619K0.04%+3013F-HRTimeline
Northstar Financial Companies, Inc.2,521$618K0.67%-57813F-HRTimeline
Ipsen Advisor Group LLC2,518$618K0.53%-21313F-HRTimeline
Silver Coast Investments LLC2,514$617K0.23%-14613F-HRTimeline
Rockbridge Investment Management, LCC2,509$615K0.07%+67113F-HRTimeline
MKT Advisors LLC2,869$615K0.29%+9113F-HRTimeline
Tacita Capital Inc2,507$615K0.44%013F-HRTimeline
Bluespring Wealth Management, LLC2,505$614K0.06%+9713F-HRTimeline
Corundum Trust Company, INC2,505$614K1.77%+4813F-HRTimeline
Pitti Group Wealth Management, LLC2,502$614K0.63%-3913F-HRTimeline
Bramshill Investments, LLC2,500$613K0.06%new13F-HRTimeline
R. W. Roge & Company, Inc.2,501$613K0.34%+95513F-HRTimeline
Beckerman Institutional, LLC2,501$613K0.44%-8313F-HRTimeline
HORIZON BANCORP INC /IN/2,500$613K0.35%-26113F-HRTimeline
Financial Security Advisor, Inc.2,493$612K0.16%+613F-HRTimeline
Arnhold LLC2,492$611K0.06%013F-HRTimeline
Reyes Financial Architecture, Inc.2,489$611K0.45%-4913F-HRTimeline
Wallace Capital Management Inc.2,483$609K0.08%-1213F-HRTimeline
Nicholson Wealth Management Group, LLC2,476$607K0.4%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,473$607K0.15%-1,17613F-HRTimeline
Truepoint, Inc.2,473$607K0.02%+6413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,472$606K0.24%013F-HRTimeline
Brand Asset Management Group, Inc.2,471$606K0.25%-6013F-HRTimeline
Jackson Creek Investment Advisors LLC2,470$606K0.19%+4113F-HRTimeline
Revisor Wealth Management LLC2,467$605K0.27%new13F-HRTimeline
CMG Global Holdings, LLC2,471$605K0.39%-1,66113F-HRTimeline
Walker Asset Management, LLC2,463$604K0.37%+1013F-HRTimeline
Squire Investment Management Company, L…2,455$602K0.25%+23713F-HRTimeline
Warther Private Wealth, LLC2,455$602K0.2%-14413F-HRTimeline
Presidio Capital Management, LLC2,454$602K0.25%-13813F-HRTimeline
Coordinated Financial Services, Inc./CO2,451$601K0.46%13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,450$601K0.48%-3413F-HRTimelineGroup
Covey Capital Advisors, LLC2,450$601K0.69%013F-HRTimeline
Financial Insights, Inc.2,450$601K0.24%-15313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,443$599K1.06%-13813F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,440$599K0.22%013F-HRTimeline
Lionshead Wealth Management, LLC2,440$599K0.62%+29413F-HRTimeline
Plum Street Advisors, LLC2,433$597K0.29%013F-HRTimeline
GODSEY & GIBB, INC2,433$597K0.06%-13613F-HRTimeline
Rockbridge Asset Management LLC2,424$595K0.36%013F-HRTimeline
JACOBS & CO/CA2,424$594K0.06%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC2,418$593K0.27%+35213F-HRTimeline
ISTHMUS PARTNERS, LLC2,417$593K0.07%013F-HRTimeline
Karani Asset Management LLC2,416$593K0.63%-58413F-HRTimeline
Sequent Asset Management, LLC2,416$593K0.33%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,408$591K0.19%-44613F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,407$590K0.49%new13F-HRTimeline
Balentine LLC2,405$590K0.02%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,402$589K0.16%013F-HRTimeline
Brightwater Advisory LLC2,399$588K0.47%-113F-HR/ATimeline
Clay Northam Wealth Management, LLC2,397$588K0.41%013F-HRTimeline
Cushing Capital Partners, LLC2,396$588K0.53%+24913F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC2,391$587K0.18%-75013F-HRTimeline
TRUST CO OF OKLAHOMA2,389$586K0.2%013F-HRTimeline
Bruce G. Allen Investments, LLC2,382$584K0.46%-48013F-HRTimeline
Knuff & Co LLC2,369$581K0.2%+5413F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,366$580K0.03%new13F-HRTimeline
BlueChip Wealth Advisors LLC2,363$580K0.28%+13813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,360$579K0.2%+5513F-HRTimeline
WESPAC Advisors, LLC2,359$579K0.47%-4,32413F-HRTimeline
Values Added Financial LLC2,357$578K0.32%+49013F-HRTimeline
Bernardo Wealth Planning LLC2,353$577K0.14%+7713F-HR/ATimeline
Prospera Capital Management, LLC2,346$575K0.37%new13F-HR/ATimeline
Westshore Wealth, LLC2,346$575K0.24%-7513F-HRTimeline
Planned Solutions, Inc.2,343$575K0.24%013F-HRTimeline
Intergy Private Wealth, LLC2,342$574K0.22%-92613F-HRTimeline
Atlatl Advisers LLC2,337$573K0.37%+41613F-HRTimeline
Richwood Investment Advisors, LLC2,336$573K0.49%+12313F-HRTimeline
New World Advisors LLC2,332$572K0.13%+21013F-HRTimeline
Roble, Belko & Company, Inc2,332$572K0.09%+4613F-HRTimeline
MQS Management LLC2,331$572K0.33%new13F-HRTimeline
Palacios Wealth Management, LLC2,330$572K0.42%-213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,513$571K0.3%-43413F-HRTimeline
Flywheel Private Wealth LLC2,327$571K0.52%-10013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,319$569K0.17%+31913F-HRTimeline
LongView Asset Management LLC2,316$568K0.49%+1413F-HRTimeline
Tamar Securities, LLC2,314$568K0.08%-713F-HRTimeline
Ewing Morris & Co. Investment Partners …1,607$567K0.18%-20013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/2,309$566K0.67%-7913F-HRTimeline
Lansing Street Advisors2,296$563K0.19%+1413F-HRTimeline
4WEALTH ADVISORS, INC.2,295$563K0.62%-21913F-HRTimeline
Sprinkle Financial Consultants LLC2,293$563K0.36%+20113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.2,292$562K0.28%+64713F-HRTimelineGroup
Blackstone Inc.in group Blackstone Inc.2,289$561K<0.01%new13F-HRTimelineGroup
RESTON WEALTH MANAGEMENT LLC2,287$561K0.23%-14613F-HRTimeline
Selective Wealth Management, Inc.2,366$559K0.24%+1713F-HRTimeline
Strategic Advocates LLC2,277$559K0.19%-35313F-HRTimeline
Drum Hill Capital, LLC2,276$558K0.65%+1413F-HRTimeline
OLIO Financial Planning2,274$558K0.19%013F-HRTimeline
Mascoma Wealth Management LLC2,273$558K0.14%-713F-HRTimeline
BCS Wealth Management2,273$557K0.14%-89513F-HRTimeline
Vertex Planning Partners, LLC2,269$557K0.12%-5713F-HRTimeline
Strategic Financial Concepts, LLC2,350$554K0.1%+6413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,258$554K0.3%+1,98213F-HRTimeline
Tuttle Capital Management, LLC2,258$554K2.43%+26213F-HRTimeline
GUIDANCE CAPITAL, INC2,188$553K0.17%-48213F-HRTimeline
Axiom Financial Strategies, LLC2,247$551K0.33%+4513F-HRTimeline
Oceanside Advisors LLC2,245$551K0.4%+7513F-HRTimeline
BANTAMAC CAPITAL, LLC2,241$550K0.26%+24113F-HRTimeline
Sensible Money, LLC2,239$549K0.24%+1913F-HRTimeline
Granite FO LLC2,238$549K0.31%013F-HRTimeline
Graham Capital Management, L.P.2,238$549K0.02%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,352$548K0.25%-813F-HRTimeline
Gimbal Financial2,233$548K0.49%+1113F-HRTimeline
Financial Enhancement Group LLC2,323$547K0.09%+2613F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,231$547K0.23%+4013F-HRTimeline
Axis Wealth Partners, LLC2,231$547K0.4%+313F-HRTimeline
Marotta Asset Management2,579$544K0.11%+27413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,214$543K0.17%+113F-HRTimeline
Signature Wealth Management Group2,213$543K0.21%-8613F-HRTimeline
Fiduciary Wealth Partners, LLC2,209$542K0.47%13F-HRTimeline
Coyle Financial Counsel LLC2,204$541K0.17%+3013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,203$541K0.3%+10713F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …2,203$540K0.04%-26213F-HRTimeline
CTC Alternative Strategies, Ltd.2,200$540K0.66%new13F-HRTimeline
CULTIVAR CAPITAL, INC.2,200$540K0.43%013F-HRTimeline
Councilor Wealth, LLC2,196$539K0.27%+43913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,192$538K0.32%-2313F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,192$538K0.04%-4,27113F-HRTimeline
KEATING INVESTMENT COUNSELORS INC2,185$536K0.16%-1,31513F-HRTimeline
Luken Investment Analytics, LLC2,185$536K0.25%+5313F-HRTimeline
M1 Capital Management LLC2,184$536K0.34%-3313F-HRTimeline
Sepio Capital, LP2,182$535K0.04%+113F-HRTimeline
S&T Bank/PA2,182$535K0.17%-15413F-HRTimeline
McNamara Financial Services, Inc.2,181$535K0.12%new13F-HRTimeline
Blackston Financial Advisory Group, LLC2,179$534K0.36%-2,10513F-HR/ATimeline
FSA Wealth Management LLC2,176$534K0.23%+13013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …2,174$533K1.04%+57213F-HRTimeline
SJS Investment Consulting Inc.2,172$533K0.09%+813F-HRTimeline
TCP Asset Management, LLC2,171$532K0.12%-8213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,170$532K0.15%013F-HRTimeline
Intrinsic Value Partners, LLC2,169$532K0.53%+713F-HRTimeline
TABLEAUX LLC2,167$532K0.38%013F-HRTimeline
SFG Wealth Management, LLC.2,165$531K0.26%-51013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,165$531K0.28%-4813F-HRTimeline
Lokken Investment Group LLC2,165$531K0.22%+43813F-HRTimeline
Anderson Financial Strategies, LLC2,162$530K0.32%+20013F-HRTimeline
Waterford Advisors, LLC2,157$529K0.22%013F-HRTimeline
Murphy & Mullick Capital Management Corp2,153$528K0.51%+13413F-HRTimeline
Greenfield Seitz Capital Management, LLC2,150$527K0.2%-8113F-HRTimeline
MATAURO, LLC2,148$527K0.11%+28713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.2,146$526K0.46%+613F-HRTimeline
Nalls Sherbakoff Group, LLC2,141$525K0.43%13F-HRTimeline
Sterling Financial Planning, Inc.2,139$525K0.19%+7113F-HRTimeline
Clarkston Capital Partners, LLC2,138$524K0.01%+36513F-HRTimeline
Wilson & Boucher Capital Management, LLC2,136$524K0.39%-20513F-HRTimeline
Integrated Quantitative Investments LLC2,130$522K0.26%013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC2,125$521K0.25%+79713F-HRTimeline
Forum Private Client Group LLC2,125$521K0.23%-1013F-HRTimeline
Tandem Wealth Advisors LLC2,123$521K0.27%+8413F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.2,122$520K0.46%-2613F-HRTimeline
Tassel Capital Management, Inc.2,114$519K0.45%-67113F-HRTimeline
Kelly Financial Services LLC2,112$518K0.18%+16913F-HRTimeline
Shira Ridge Wealth Management2,112$518K0.26%+6913F-HRTimeline
Piedmont Capital Management, LLC2,387$518K0.37%-913F-HRTimeline
Broderick Brian C2,110$518K0.11%013F-HRTimeline
NovaPoint Capital, LLC2,110$518K0.16%-11213F-HRTimeline
CAPITAL COUNSEL LLC/NY2,109$517K0.02%+54913F-HRTimeline
Capitol Family Office, Inc.2,108$517K0.73%new13F-HR/ATimeline
SIERRA OCEAN, LLC2,106$517K0.41%+23313F-HRTimeline
Catalyst Capital Advisors LLC2,106$517K0.01%+65513F-HRTimeline
Compton Financial Group, LLC2,098$515K0.15%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,095$514K0.09%013F-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