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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
Factor Wealth Management LTD3,262$960K0.18%013F-HRTimeline
Capital Management Associates, Inc3,262$959K0.22%+56713F-HRTimeline
Worthington Financial Partners, LLC3,258$958K0.82%+1,00013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC3,253$957K1.33%+7613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,248$955K0.98%-113F-HRTimeline
Illumine Investment Management, LLC3,241$953K0.73%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,228$950K0.34%+5013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,222$947K0.6%013F-HRTimeline
Wallington Asset Management, LLC3,218$947K0.13%-1,83513F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL3,215$946K0.45%013F-HRTimelineGroup
Nova Wealth Management, Inc.3,211$945K0.62%+6813F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH3,211$945K0.17%+14613F-HRTimeline
Wolff Financial Management LLC3,209$944K0.21%013F-HRTimeline
WestHill Financial Advisors, Inc.3,204$942K0.18%-513F-HRTimeline
Fortis Capital Management LLC3,202$942K0.13%+19413F-HRTimeline
INVESTED ADVISORS3,200$941K0.95%+1713F-HRTimeline
Western Financial Corp/CA3,197$940K0.37%+70813F-HRTimeline
Verus Financial Partners, Inc.3,031$940K0.08%+11213F-HRTimeline
Lionshead Wealth Management, LLC3,192$939K0.69%-3813F-HRTimeline
LAWOOD & CO3,191$939K0.87%-20713F-HRTimeline
Tillman Hartley LLC3,187$937K0.24%-67013F-HRTimeline
AMERIFLEX GROUP, INC.3,186$937K0.47%-29513F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/3,184$936K0.03%+13213F-HRTimeline
FIDUCIENT ADVISORS LLC3,183$936K0.12%-1,01713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,180$935K0.21%-15913F-HRTimeline
Cornerstone Financial Management LLC3,176$934K0.86%+113F-HR/ATimeline
Expressive Wealth LLC2,965$934K0.89%-1,69713F-HRTimeline
Creekside Partners3,171$933K0.38%013F-HRTimeline
Atala Financial Inc3,148$929K0.62%+6013F-HRTimeline
Integrity Advisory Solutions, LLC3,155$928K0.12%+1,31013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC3,154$928K0.39%013F-HRTimeline
Tailwinds Wealth, LLC3,154$928K2.28%-54613F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV3,150$927K0.4%-2213F-HRTimeline
Legacy Wealth Partners, LLC3,150$927K0.23%+7413F-HRTimeline
Grey Fox Wealth Advisors, LLC3,149$926K0.18%+11113F-HRTimeline
Holcombe Financial, Inc.3,147$926K0.54%-2613F-HRTimeline
AIMZ Investment Advisors, LLC3,143$925K0.29%-5013F-HRTimeline
RBA Wealth Management, LLC3,142$924K0.33%-3913F-HRTimeline
SilverOak Wealth Management LLC3,135$922K0.15%-513F-HRTimeline
Accuvest Global Advisors3,135$922K0.86%-2,84813F-HRTimeline
LongView Wealth Management2,961$921K0.23%-2213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,131$921K0.44%-42413F-HRTimeline
BNB Wealth Management, LLC3,128$920K0.59%-52113F-HRTimeline
Pacific Center for Financial Services3,124$919K0.23%-16213F-HRTimeline
Alpha Advisors, LLC/VA3,121$918K0.72%+4413F-HRTimeline
Golden Reserve Retirement LLC3,112$915K0.19%-63813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,109$914K0.13%-42513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,106$914K0.42%new13F-HRTimeline
Vertex Planning Partners, LLC3,104$913K0.18%+12713F-HRTimeline
Pullen Investment Management, LLC3,103$913K0.46%-913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.3,100$912K<0.01%013F-HRTimelineGroup
Financial Enhancement Group LLC2,938$912K0.11%+6813F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,097$911K0.24%+20513F-HRTimeline
Arbor Wealth Advisors LLC3,096$911K0.64%-913F-HRTimeline
Cogent Private Wealth, Inc.3,095$910K0.66%+40813F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC3,092$910K0.12%-14313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,087$908K0.3%+1913F-HRTimeline
Genesis Financial Group, LLC3,077$905K0.61%-8813F-HRTimeline
Kuhn & Co Investment Counsel3,077$905K0.58%+13713F-HRTimeline
Future Financial Wealth Managment LLC2,956$904K0.58%013F-HRTimeline
Ring Mountain Capital, LLC3,072$904K0.49%-613F-HRTimeline
American National Bank of Texas3,062$901K0.86%+213F-HRTimeline
Warren Street Wealth Advisors, LLC3,060$900K0.23%+2313F-HRTimeline
Greater Midwest Financial Group, LLC3,052$898K0.48%-8,19913F-HRTimeline
EHRLICH FINANCIAL GROUP3,049$897K0.52%-5313F-HRTimeline
Laraway Financial Advisors Inc3,046$896K0.63%-27513F-HRTimeline
Elevation Wealth Management LLC3,045$896K0.82%+67213F-HRTimeline
Wall Street Financial Group, Inc.3,042$895K0.53%+34713F-HRTimeline
Lexington Hill Partners, LLC3,041$894K0.51%+34313F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,040$894K0.06%-7513F-HRTimeline
WEALTHGARDEN F.S. LLC3,038$894K0.61%-8213F-HRTimeline
American Capital Advisory, LLC3,037$893K0.36%-34213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,037$893K0.26%-47713F-HRTimeline
J. L. Bainbridge & Co., Inc.3,036$893K0.08%-2413F-HRTimeline
Carmel Capital Partners, LLC3,035$893K0.32%+7013F-HRTimeline
Driehaus Capital Management LLC3,034$892K0.01%-3,07913F-HRTimeline
Investmark Advisory Group LLC3,033$892K0.38%-3713F-HRTimeline
Signet Private Wealth LLC3,031$892K0.85%-33113F-HRTimeline
BAYBAN3,030$891K0.77%+17213F-HRTimeline
MIRAMONTES CAPITAL, LLC3,027$890K0.31%+8013F-HRTimeline
OBSIDIAN CIO, LLC3,027$890K0.8%+1,45813F-HRTimeline
Spartan Planning & Wealth Management3,012$886K0.66%-3,24713F-HRTimeline
Successful Portfolios LLC3,043$884K0.49%-4613F-HRTimeline
Index Fund Advisors, Inc.2,998$882K0.04%+1,03313F-HRTimeline
Ninepoint Partners LP2,997$882K0.1%+38413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC2,995$881K0.36%013F-HRTimeline
Burkett Asset Management Ltd2,995$881K0.87%-34013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,985$878K0.39%-2013F-HR/ATimeline
Avail Investment Partners, LLC2,980$877K0.94%13F-HRTimeline
BCS Wealth Management2,976$875K0.18%-3,02213F-HRTimeline
Financial Freedom, LLC2,974$875K0.44%+4613F-HRTimeline
CapWealth Advisors, LLC2,973$875K0.06%+3113F-HRTimeline
Paragon Capital Management Ltd2,968$873K0.18%+1413F-HRTimeline
SACHEM HILL LLC2,968$873K0.17%+86913F-HRTimeline
Bond & Devick Financial Network, Inc.2,966$872K0.24%013F-HRTimeline
Tiller Private Wealth, Inc.2,952$868K0.31%-8813F-HRTimeline
Pine Harbor Wealth Management, LLC2,950$868K0.26%+113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,800$868K0.08%-17713F-HRTimeline
Richmond Investment Services, LLC2,947$867K0.14%+37613F-HRTimeline
Holos Integrated Wealth LLC2,911$866K0.44%+1713F-HRTimeline
Hyposwiss Advisors SA2,934$863K0.85%013F-HRTimeline
International Private Wealth Advisors L…2,929$862K0.53%-2,10213F-HRTimeline
West Wealth Group, LLC2,928$861K0.17%+3713F-HRTimeline
Capital Investment Management, Inc.2,925$860K0.3%-113F-HRTimeline
LightSquare Wealth Management, LLC2,921$859K0.64%13F-HRTimeline
RENAISSANCE GROUP LLC2,911$856K0.04%-28013F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.3,016$856K0.75%013F-HRTimeline
Ruggaard & Associates LLC2,908$855K0.34%013F-HRTimeline
Lord & Richards Wealth Management, LLC2,897$852K0.75%-5513F-HRTimeline
Insight Wealth Partners, LLC2,894$851K0.34%+8013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,892$851K0.25%-1113F-HRTimeline
Strid Group, LLC2,889$850K0.11%-6213F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,886$849K0.26%-3413F-HRTimeline
Bensler, LLC2,885$849K0.09%+5713F-HRTimeline
WMG Financial Advisors, LLC2,884$848K0.35%-9213F-HRTimeline
Lynx Investment Advisory2,884$848K0.41%+14813F-HRTimeline
Havemeyer Place LP2,883$848K0.1%+1,95313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …2,877$846K0.11%+3513F-HRTimeline
Paladin Advisory Group, LLC2,877$846K0.64%-4813F-HRTimeline
Kellett Wealth Advisors, LLC2,875$846K0.46%+37213F-HRTimeline
Objective Capital Management, LLC2,874$846K0.85%+17213F-HRTimeline
SATURNA CAPITAL CORP2,873$845K0.01%-1,00013F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC2,867$843K0.42%-11313F-HRTimeline
Summit Wealth Group, LLC2,867$843K0.19%-9113F-HRTimeline
Meridian Financial Advisors, LLC2,862$842K0.46%-313F-HRTimeline
Optivise Advisory Services LLC2,860$841K0.51%-1,08413F-HRTimeline
AMJ Financial Wealth Management2,850$838K0.2%-3813F-HRTimeline
Cambridge Financial Group, LLC2,847$838K0.28%+3513F-HRTimeline
QP WEALTH MANAGEMENT, LLC2,844$837K1.43%-3,01713F-HRTimeline
Keating Financial Advisory Services, In…2,844$837K0.14%+10013F-HRTimeline
CLG LLC2,834$834K0.21%-3913F-HRTimeline
Krane Funds Advisors LLC2,814$832K0.03%+80613F-HRTimeline
Meridian Wealth Partners, LLC2,828$832K0.11%-1513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,826$831K0.59%-22613F-HRTimeline
Legacy Wealth Advisors, LLC2,823$830K0.42%+50613F-HRTimeline
Asset Planning,Inc2,822$830K0.59%+5413F-HRTimeline
Code Waechter LLC2,821$830K0.49%+6913F-HRTimeline
KAHN BROTHERS GROUP INC2,818$829K0.15%-65013F-HRTimeline
Castleview Partners, LLC2,817$829K0.42%+33313F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,815$828K0.16%-45513F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC2,813$827K0.02%+12913F-HRTimeline
Perbak Capital Partners LLP2,811$827K0.2%new13F-HRTimeline
Alessandra Capital Management, LLC2,810$827K0.7%-19513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC2,800$824K0.26%+28713F-HRTimeline
Broyhill Asset Management, LLC2,794$822K0.81%013F-HRTimeline
Sovereign Investment Advisors, LLC2,790$821K0.17%new13F-HRTimeline
Reyes Financial Architecture, Inc.2,785$819K0.67%+28313F-HRTimeline
My Personal CFO, LLC2,785$819K0.36%-7513F-HRTimeline
Stronghold Wealth Management L.L.C.2,780$818K1.24%-21413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,652$816K0.29%+3913F-HRTimeline
Goepper Burkhardt LLC2,766$814K0.27%-413F-HRTimeline
Elite Life Management LLC2,691$813K1.02%+5713F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,763$813K0.13%+92213F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.2,637$812K0.11%+1013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,758$811K0.65%013F-HRTimeline
Veery Capital, LLC2,756$811K0.25%-313F-HRTimeline
Putney Financial Group LLC2,756$811K0.82%+34413F-HRTimeline
Randall & Associates Wealth Management2,753$810K0.55%+19713F-HRTimeline
Payne Capital Management, LLC2,753$810K0.25%+22213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,752$810K0.05%+22713F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,752$810K0.14%+2,11213F-HRTimeline
Harrington Investments, INC2,747$808K0.43%-1713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,744$807K0.28%-913F-HRTimeline
Eagle Bay Advisors LLC2,744$807K0.71%-83213F-HRTimeline
Flatrock Wealth Partners LLC2,740$806K0.36%+2113F-HRTimeline
Riverstone Advisors, LLC2,734$804K0.4%+24413F-HRTimeline
Planned Solutions, Inc.2,733$804K0.27%013F-HRTimeline
Beacon Capital Management, LLC2,728$802K0.14%-25613F-HRTimeline
Financial Security Advisor, Inc.2,726$802K0.15%+8213F-HRTimeline
PCB Capital LLC2,726$802K1.26%-5813F-HRTimeline
Aletheian Wealth Advisors LLC2,725$802K0.39%13F-HRTimeline
Investors Research Corp2,722$801K0.15%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,721$800K0.13%013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC2,717$799K0.06%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,716$799K0.23%+70113F-HRTimeline
Elequin Capital, LP2,711$797K0.07%new13F-HRTimeline
Dakota Community Bank & Trust NA2,707$796K2.69%-9113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,707$796K0.46%+3613F-HRTimeline
White Lighthouse Investment Management …2,707$796K0.11%-96613F-HRTimeline
Copley Financial Group, Inc.2,699$794K0.48%-1313F-HRTimeline
Riverview Capital Advisers, LLC2,697$793K0.26%-213F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,693$792K0.06%-2,27913F-HRTimeline
Acorns Advisers, LLC2,694$792K0.01%+52613F-HRTimeline
Cascade Investment Advisors, Inc.2,691$792K0.47%-19313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC2,685$790K0.17%+113F-HRTimeline
ICW Investment Advisors LLC2,683$789K0.29%+613F-HRTimeline
Global Strategic Investment Solutions, …2,682$789K0.08%+5513F-HRTimeline
Sound Portfolio Advisors, LLC2,677$787K0.64%new13F-HRTimeline
Good Harbor Advisors, Inc.2,675$787K0.86%-7513F-HRTimeline
Centerline Wealth Advisors, LLC2,672$786K0.28%-11213F-HRTimeline
Second Half Financial Partners, LLC2,668$785K0.35%-1,70513F-HRTimeline
Odyssey Capital Advisors, Inc.2,666$784K0.7%+113F-HRTimeline
Roble, Belko & Company, Inc2,664$784K0.1%-22513F-HRTimeline
Westwood Wealth Management2,662$783K0.31%-56813F-HRTimeline
Hollow Brook Wealth Management LLC2,661$783K0.2%-2213F-HRTimeline
Bravias Capital Group, LLC2,657$782K0.51%-1,60813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,657$782K0.26%new13F-HRTimeline
Cornerstone Select Advisors, LLC2,657$782K0.49%+54113F-HRTimeline
VSM Wealth Advisory, LLC2,656$781K0.23%+113F-HRTimeline
Tandem Wealth Advisors LLC2,655$781K0.35%+31713F-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