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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,695 managers (4,764 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,722,398 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers
4,695
13F filers
4,764
New
126
Added
1,948
Reduced
2,122
Sold out
99
Shares held by filers
1,960,722,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FORTRESS FINANCIAL GROUP, LLC2,660$839K0.64%+1213F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC2,653$837K0.26%013F-HRTimeline
Neo Ivy Capital Management2,648$835K0.2%+99113F-HRTimeline
Goepper Burkhardt LLC2,648$835K0.28%-413F-HRTimeline
Code Waechter LLC2,762$834K0.54%-4413F-HRTimeline
LEIGH BALDWIN & CO., LLC2,644$834K0.47%-10813F-HR/ATimeline
MELFA WEALTH MANAGEMENT, INC.2,641$833K0.49%-2513F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,638$832K0.55%new13F-HRTimeline
New Insight Wealth Advisors2,637$832K0.31%-15313F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC2,635$831K0.01%013F-HRTimeline
Swisher Financial Concepts, Inc.2,634$831K0.5%013F-HRTimeline
Gitterman Wealth Management, LLC2,628$829K0.19%+5013F-HRTimeline
Braun-Bostich & Associates Inc.2,627$829K0.52%-12913F-HRTimeline
Global Strategic Investment Solutions, …2,626$828K0.08%-7713F-HRTimeline
Tactive Advisors, LLC2,622$827K0.23%+14513F-HRTimeline
Quantitative Investment Management, LLC2,616$825K0.11%-22,15913F-HRTimeline
Tarbox Family Office, Inc.2,614$825K0.12%-913F-HRTimeline
Caerus Investment Advisors, LLC2,612$824K0.34%+1,47913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,597$824K0.36%013F-HRTimeline
Wealthstar Advisors, LLC2,610$823K0.32%+13513F-HRTimeline
Coign Capital Advisors LLC2,600$820K0.45%-25413F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,595$819K0.21%new13F-HRTimelineGroup
Tuttle Capital Management, LLC2,594$818K3.1%013F-HRTimeline
ESL Trust Services, LLC2,591$817K0.16%+1813F-HRTimeline
Prospect Financial Group LLC2,585$815K0.8%013F-HRTimeline
Western Financial Corp/CA2,582$814K0.35%-6013F-HRTimeline
PENN DAVIS MCFARLAND INC2,580$814K0.08%013F-HRTimeline
Lansing Street Advisors2,576$812K0.22%+25013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,573$812K0.2%+1,01113F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC2,569$810K0.3%-15113F-HRTimeline
BENDER ROBERT & ASSOCIATES2,565$809K0.17%-513F-HRTimeline
Investment Planning Advisors, Inc.2,562$808K0.25%+1,10413F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,560$808K0.48%+41413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,555$806K0.14%+69513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,546$803K0.38%+60313F-HRTimeline
KW WEALTH MANAGEMENT LLC2,545$803K1.37%13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,545$803K0.06%+4513F-HRTimeline
Boreal Capital Management LLC2,544$802K0.65%+10313F-HRTimeline
Obsidian Personal Planning Solutions LLC2,575$801K0.28%+3513F-HRTimeline
Ariston Services Group2,536$800K0.48%-24213F-HRTimeline
Asset Planning,Inc2,532$799K0.58%+513F-HRTimeline
Sloy Dahl & Holst, LLC2,529$798K0.08%-3513F-HRTimeline
America First Investment Advisors, LLC2,529$798K0.15%013F-HRTimeline
Bluespring Wealth Management, LLC2,528$797K0.07%013F-HRTimeline
COWA, LLC2,528$797K0.26%-17413F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,526$797K0.55%+10313F-HRTimeline
Nicholson Wealth Management Group, LLC2,522$796K0.47%013F-HRTimeline
Prostatis Group LLC2,514$793K0.2%-26113F-HRTimeline
Thrive Capital Management, LLC2,511$792K0.2%+75113F-HRTimeline
Coordinated Financial Services, Inc.2,511$792K0.51%+1613F-HRTimeline
Bridgefront Capital, LLC2,507$791K0.23%new13F-HRTimeline
DDD Partners, LLC2,499$788K0.05%+1,02313F-HRTimeline
Catalina Capital Group, LLC2,493$786K0.48%+2313F-HRTimeline
Arnhold LLC2,492$786K0.07%013F-HRTimeline
Forum Private Client Group LLC2,490$785K0.28%+31313F-HRTimeline
TCP Asset Management, LLC2,487$785K0.14%+25413F-HRTimeline
Corundum Trust Company, INC2,487$784K1.7%-1713F-HRTimeline
Presidio Capital Management, LLC2,483$783K0.27%-1,07613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,478$782K0.24%-19113F-HRTimeline
Walker Asset Management, LLC2,472$780K0.44%-513F-HRTimeline
Vertex Planning Partners, LLC2,471$779K0.15%+21113F-HRTimeline
Squire Investment Management Company, L…2,465$778K0.25%013F-HRTimeline
Wall Street Financial Group, Inc.2,464$777K0.57%+32613F-HRTimeline
Reliant Investment Partners, LLC2,504$776K0.61%-1613F-HRTimeline
MADDEN SECURITIES Corp2,453$774K0.24%-11813F-HRTimeline
Strive Asset Management, LLC2,442$770K0.42%-7913F-HR/ATimeline
Bernardo Wealth Planning LLC2,442$770K0.15%+1513F-HRTimeline
Plum Street Advisors, LLC2,438$769K0.3%-8413F-HRTimeline
Clay Northam Wealth Management, LLC2,437$769K0.44%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,435$768K0.25%+1213F-HRTimeline
Prospera Capital Management, LLC2,432$767K0.37%+1013F-HRTimeline
Atlas Private Wealth Advisors2,430$766K0.19%-2,77313F-HRTimeline
Bruce G. Allen Investments, LLC2,427$766K0.55%-1113F-HRTimeline
Basepoint Wealth LLC2,426$765K0.54%-18313F-HRTimeline
Rockbridge Asset Management LLC2,424$765K0.45%013F-HRTimeline
JACOBS & CO/CA2,424$764K0.07%013F-HRTimeline
INVESTED ADVISORS3,141$764K1.11%13F-HRTimeline
Roble, Belko & Company, Inc2,419$763K0.1%-7113F-HRTimeline
Sequent Asset Management, LLC2,418$763K0.36%+113F-HRTimeline
Wise Wealth Partners2,415$762K1.16%013F-HRTimeline
Centennial Wealth Advisory LLC2,406$759K0.21%+40713F-HRTimeline
Panoramic Capital Partners, LLC2,400$757K0.49%+8313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,397$756K0.11%+32413F-HRTimeline
SOMERVILLE KURT F2,395$755K0.12%+40013F-HRTimeline
FDx Advisors, Inc.2,421$753K0.23%-10413F-HRTimeline
Richwood Investment Advisors, LLC2,386$753K0.59%+10013F-HRTimeline
Nalls Sherbakoff Group, LLC2,383$752K0.51%013F-HRTimeline
Eisler Capital Management Ltd.2,380$751K0.02%-86,76713F-HRTimeline
Knuff & Co LLC2,369$747K0.22%013F-HRTimeline
Core Wealth Advisors, Inc.2,364$746K0.19%+61513F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,364$746K0.48%+5213F-HRTimelineGroup
Tamar Securities, LLC2,363$745K0.08%+4113F-HRTimeline
Silver Coast Investments LLC2,361$745K0.26%-3213F-HRTimeline
Gimbal Financial2,355$743K0.45%+7013F-HRTimeline
Iron Gate Global Advisors LLC2,354$743K0.08%-11413F-HRTimeline
IMZ Advisory Inc2,343$739K0.28%+22613F-HRTimeline
Planned Solutions, Inc.2,343$739K0.26%-1413F-HRTimeline
Kaizen Financial Strategies2,351$737K0.33%-2313F-HRTimeline
KEATING INVESTMENT COUNSELORS INC2,335$737K0.21%+5013F-HRTimeline
Intergy Private Wealth, LLC2,334$736K0.23%-10513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,331$735K0.1%-32413F-HRTimeline
Imprint Wealth LLC2,330$735K2.35%13F-HRTimeline
Stonebridge Financial Planning Group, L…2,323$733K0.28%+3613F-HRTimeline
GODSEY & GIBB, INC2,321$732K0.06%-1813F-HRTimeline
GOLDEN ROAD ADVISORS LLC2,314$730K0.42%+97313F-HRTimeline
SFG Wealth Management, LLC.2,313$729K0.32%+1713F-HRTimeline
Wallace Capital Management Inc.2,310$729K0.09%-7313F-HRTimeline
Values Added Financial LLC2,310$729K0.32%-30513F-HRTimeline
Rockbridge Investment Management, LCC2,309$728K0.07%-17813F-HRTimeline
Patrick Mauro Investment Advisor, INC.2,305$727K0.38%-44313F-HRTimeline
First Affirmative Financial Network2,305$727K0.34%-26513F-HRTimeline
NDVR, Inc.2,302$726K0.61%+36413F-HRTimeline
KERR FINANCIAL PLANNING Corp2,393$726K1.02%13F-HR/ATimeline
Piedmont Capital Management, LLC2,328$725K0.38%013F-HRTimeline
Physician Wealth Advisors, Inc.2,296$724K0.1%+41113F-HRTimeline
Westshore Wealth, LLC2,290$722K0.25%-5813F-HRTimeline
Blackstone Inc.in group Blackstone Inc.2,289$722K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Moody Aldrich Partners LLC2,283$720K0.14%-31013F-HRTimeline
Foresight Global Investors, Inc.2,278$719K0.43%new13F-HRTimeline
Wisconsin Wealth Advisors, LLC2,276$718K0.68%+6313F-HRTimeline
4WEALTH ADVISORS, INC.2,274$717K0.66%+1813F-HRTimeline
Sonoma Allocations LLC2,398$716K0.26%13F-HRTimeline
Beaird Harris Wealth Management, LLC2,268$715K0.05%+14813F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,266$715K0.53%+813F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC2,265$714K0.28%+7513F-HRTimeline
Parkside Investments, LLC2,248$709K0.09%-9513F-HRTimeline
WAYCROSS PARTNERS, LLC2,247$709K0.06%013F-HRTimeline
M1 Capital Management LLC2,246$708K0.31%+1313F-HRTimeline
Arbor Investment Advisors, LLC2,242$707K0.09%-65213F-HRTimeline
Sensible Money, LLC2,239$706K0.24%013F-HRTimeline
Sprinkle Financial Consultants LLC2,234$705K0.39%+1813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC2,229$703K0.07%+1,48013F-HRTimeline
CMG Global Holdings, LLC2,297$702K0.34%-10313F-HRTimeline
Kellett Wealth Advisors, LLC2,224$702K0.42%+2613F-HRTimeline
Drum Hill Capital, LLC2,224$702K0.76%-5213F-HRTimeline
Encompass More Asset Management2,223$701K0.13%-6913F-HRTimeline
S&T Bank/PA2,215$699K0.2%+513F-HRTimeline
Efficient Advisors, LLC2,214$698K0.04%new13F-HRTimeline
Waterford Advisors, LLC2,213$698K0.24%-3,66313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,211$697K0.34%+12413F-HRTimeline
Axis Wealth Partners, LLC2,209$697K0.41%+8713F-HRTimeline
Apeiron RIA LLC2,260$696K0.16%+12713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,206$696K0.33%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,204$695K0.24%+6413F-HRTimeline
Pitti Group Wealth Management, LLC2,202$695K0.59%-32213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/2,202$695K0.76%-2513F-HRTimeline
Independent Family Office, LLC2,200$694K0.29%013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,200$694K0.3%+9313F-HRTimeline
Stonegate Management LLC2,200$694K0.46%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brand Asset Management Group, Inc.2,193$692K0.19%+3513F-HRTimeline
Darwin Wealth Management, LLC2,189$691K0.22%+1913F-HRTimeline
REXFORD CAPITAL INC2,188$690K0.53%+3313F-HRTimeline
Vanguard Capital Wealth Advisors2,188$690K0.55%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Luken Investment Analytics, LLC2,185$689K0.27%013F-HRTimeline
Broadway Wealth Solutions, Inc.2,184$689K0.39%-13013F-HRTimeline
HILL ISLAND FINANCIAL LLC2,184$689K0.17%-713F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,183$689K0.24%+6513F-HRTimeline
McNamara Financial Services, Inc.2,181$688K0.13%013F-HRTimeline
Riverwater Partners LLC2,178$687K0.29%-2413F-HRTimeline
BCS Wealth Management2,176$686K0.15%-88013F-HRTimeline
Intrinsic Value Partners, LLC2,175$686K0.56%-1013F-HRTimeline
Catalyst Capital Advisors LLC2,172$685K0.01%+35913F-HRTimeline
Shira Ridge Wealth Management2,171$685K0.29%+8413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,167$684K<0.01%+8913F-HRTimeline
Anderson Financial Strategies, LLC2,162$682K0.4%013F-HRTimeline
NovaPoint Capital, LLC2,161$682K0.17%new13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.2,157$680K0.5%+513F-HRTimeline
Flywheel Private Wealth LLC2,157$680K0.53%-17013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,155$680K0.29%+413F-HRTimeline
Kelly Financial Services LLC2,154$680K0.18%-9413F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC2,152$679K0.69%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,150$678K0.2%new13F-HRTimeline
Clarkston Capital Partners, LLC2,145$676K0.01%013F-HRTimeline
Greenfield Seitz Capital Management, LLC2,131$672K0.22%-1913F-HRTimeline
CGC Financial Services, LLC2,122$669K0.18%+11213F-HRTimeline
Compton Financial Group, LLC2,112$666K0.16%+1413F-HRTimeline
Broderick Brian C2,110$666K0.13%013F-HRTimeline
Brightwater Advisory LLC2,106$664K0.46%-10313F-HRTimeline
Cornerstone Select Advisors, LLC2,104$664K0.49%+23813F-HRTimeline
MMA ASSET MANAGEMENT LLC2,102$663K0.22%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,099$662K0.1%013F-HRTimeline
SACHEM HILL LLC2,099$662K0.13%013F-HRTimeline
OLIO Financial Planning2,094$661K0.19%-13013F-HRTimeline
jvl associates llc2,093$660K0.22%-113F-HRTimeline
R. W. Roge & Company, Inc.2,088$658K0.34%-5913F-HRTimeline
Oceanside Advisors LLC2,085$658K0.41%-16013F-HRTimeline
GUIDANCE CAPITAL, INC2,188$657K0.17%013F-HRTimeline
XY Planning Network, Inc.2,264$656K0.22%013F-HRTimeline
Vishria Bird Financial Group, LLC2,075$655K0.13%+16213F-HRTimeline
International Private Wealth Advisors L…2,073$654K0.41%+58013F-HRTimeline
Councilor Wealth, LLC2,070$653K0.3%+113F-HRTimeline
SummitTX Capital, L.P.2,069$653K0.03%-3113F-HRTimeline
Signature Wealth Management Group2,063$651K0.25%+113F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,062$650K0.28%+1013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,062$650K0.02%013F-HRTimelineGroup
Friday Financial2,061$650K0.27%-2113F-HRTimeline
Burns Matteson Capital Management, LLC2,060$650K0.27%+413F-HRTimeline
Clean Yield Group2,060$650K0.18%+10613F-HRTimeline
Lakewood Asset Management LLC2,060$650K0.39%+10013F-HRTimeline
Ascent Capital Management, LLC2,058$649K0.52%+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