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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
Tandem Wealth Advisors LLC2,039$489K0.25%+5913F-HRTimeline
Hill Investment Group Partners, LLC2,036$488K0.07%new13F-HRTimeline
Accelerate Investment Advisors LLC2,034$488K0.43%+94813F-HRTimeline
Cornerstone Select Advisors, LLC2,028$486K0.47%13F-HRTimeline
Emergent Wealth Advisors, LLC2,027$486K0.35%+7513F-HRTimeline
Beirne Wealth Consulting Services, LLC2,027$486K0.18%013F-HRTimeline
Kercheville Advisors, LLC2,025$485K0.19%013F-HRTimeline
Wealth Advisors Northwest LLC2,025$485K0.33%13F-HRTimeline
Park Square Financial Group, LLC2,024$485K0.34%13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,023$485K0.08%013F-HRTimeline
Murphy & Mullick Capital Management Corp2,019$484K0.45%13F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC2,015$483K0.09%013F-HRTimeline
Burton Enright Welch2,013$483K0.1%+1313F-HRTimeline
Parallax Volatility Advisers, L.P.2,013$483K0.01%-63,35013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC2,013$482K0.19%-413F-HRTimeline
MANCHESTER FINANCIAL INC2,012$482K0.11%+36713F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,011$482K0.21%+17913F-HRTimeline
BRIGHTON SECURITIES CORP.2,010$482K0.23%13F-HRTimeline
Echo45 Advisors LLC1,979$481K0.32%+15613F-HRTimeline
Oxbow Advisors, LLC2,005$481K0.06%-14413F-HRTimeline
Foundation Wealth Management, LLC2,002$480K0.37%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,008$480K<0.01%-252,85713F-HRTimeline
Burns Matteson Capital Management, LLC2,000$479K0.27%+33013F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC2,000$479K0.02%013F-HRTimeline
BANTAMAC CAPITAL, LLC2,000$479K0.22%-1,17213F-HRTimeline
ALKEME WEALTH, LLC1,999$479K0.22%-5013F-HRTimeline
Smith & Howard Wealth Management, LLC1,998$479K0.14%-2513F-HRTimeline
Tuttle Capital Management, LLC1,996$478K2.46%+51213F-HRTimeline
SOMERVILLE KURT F1,995$478K0.08%013F-HRTimeline
WPWealth LLP1,994$478K0.1%+91913F-HRTimeline
Putney Financial Group LLC1,993$478K0.43%13F-HRTimeline
Redwood Wealth Management Group, LLC1,981$475K0.23%+113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…1,981$475K0.22%+9713F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,978$474K0.23%+1013F-HRTimeline
Horizon Family Wealth, Inc.1,977$474K0.31%-1813F-HRTimeline
Smallwood Wealth Investment Management,…1,967$472K0.33%013F-HRTimeline
Berkshire Money Management, Inc.1,966$471K0.05%new13F-HRTimeline
Fourth Dimension Wealth, LLC1,965$471K0.25%13F-HRTimeline
Joel Adams & Associates, Inc.1,965$471K0.43%13F-HRTimeline
Noble Wealth Management PBC1,964$471K0.33%13F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,962$470K0.17%+32413F-HRTimeline
Anderson Financial Strategies, LLC1,962$470K0.28%13F-HRTimeline
Kearns & Associates LLC1,960$470K0.3%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,959$470K0.01%+42813F-HRTimeline
XY Planning Network, Inc.1,958$469K0.35%13F-HRTimeline
Syverson Strege & Co1,956$469K0.16%+55513F-HRTimeline
RATIONAL ADVISORS, INC.1,955$469K0.05%-5,89713F-HRTimeline
Permit Capital, LLCin group Permit Capital, LLC1,955$469K0.16%013F-HRTimelineGroup
Clean Yield Group1,954$468K0.15%+23613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,954$468K0.18%-57813F-HRTimeline
POM Investment Strategies, LLC1,953$468K0.35%013F-HRTimeline
Kinloch Capital, LLC1,952$468K0.23%-35013F-HRTimeline
Ascent Capital Management, LLC1,950$467K0.48%13F-HRTimeline
Lewis Asset Management, LLC1,948$467K0.36%-11013F-HRTimeline
Axim Planning & Wealth1,948$467K0.5%+513F-HRTimeline
Plan Group Financial, LLC1,947$467K0.25%+7413F-HRTimeline
Financial Advisors Network, Inc.1,946$466K0.08%13F-HRTimeline
CVFG LLC1,944$466K0.43%13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC1,943$466K0.52%13F-HRTimeline
Kelly Financial Services LLC1,943$466K0.17%+13513F-HR/ATimeline
Sage Capital Advisors,llc1,940$465K0.12%+113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,938$465K0.16%+38313F-HRTimeline
Cadent Capital Advisors, LLC1,926$462K0.16%+26813F-HRTimeline
DELTEC ASSET MANAGEMENT LLC1,925$461K0.09%-1,30013F-HRTimeline
Waratah Capital Advisors Ltd.1,924$461K0.03%new13F-HRTimeline
Banque de Luxembourg S.A.1,915$461K0.25%13F-HRTimeline
Atlatl Advisers LLC1,921$460K0.27%13F-HRTimeline
Peterson Wealth Advisors, LLC1,891$460K0.08%+8813F-HRTimeline
Von Berge Wealth Management Group, LLC1,715$460K0.28%-1213F-HRTimeline
DHJJ Financial Advisors, Ltd.1,911$458K0.18%013F-HRTimeline
Verus Financial Partners, Inc.1,909$458K0.05%+213F-HRTimeline
Morling Financial Advisors, LLC1,907$457K0.16%+2713F-HRTimeline
Centennial Wealth Advisory LLC1,905$457K0.18%-5613F-HRTimeline
Hutchens & Kramer Investment Management…1,905$457K0.25%+22313F-HRTimeline
Prepared Retirement Institute LLC1,904$457K0.26%+31513F-HRTimeline
Vishria Bird Financial Group, LLC1,903$456K0.16%013F-HRTimeline
Gratus Wealth Advisors, LLC1,894$454K0.07%+213F-HRTimeline
Riverstone Advisors, LLC1,890$453K0.26%+213F-HRTimeline
Symmetry Partners, LLC1,888$453K0.06%new13F-HRTimeline
Duncan Williams Asset Management, LLC1,887$452K0.18%+77813F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC1,882$451K0.02%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,881$451K0.35%+1,30013F-HR/ATimeline
HFR Wealth Management, LLC1,880$451K0.11%+3513F-HRTimeline
Roth Financial Partners LLC1,877$450K0.18%013F-HRTimeline
Compass Financial Group, INC/SD1,876$450K0.09%-11513F-HRTimeline
SIERRA OCEAN, LLC1,873$449K0.37%13F-HRTimeline
DAHRING | CUSMANO LLC1,872$449K0.41%13F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,871$449K0.21%-3613F-HRTimeline
Rialto Wealth Management, LLC1,870$448K0.15%13F-HRTimeline
Prospect Financial Services LLC1,870$448K0.24%-18213F-HRTimeline
ADE, LLC1,869$448K0.28%+7213F-HRTimeline
Adams Wealth Management1,869$448K0.09%013F-HRTimeline
CacheTech Inc.1,869$448K0.08%013F-HRTimeline
West Wealth Group, LLC1,868$448K0.13%+54113F-HRTimeline
Values Added Financial LLC1,867$448K0.26%-4513F-HRTimeline
Traction Financial Partners, LLC1,866$447K0.35%+6713F-HRTimeline
Atwater Malick LLC1,861$446K0.15%013F-HRTimeline
MATAURO, LLC1,861$446K0.1%13F-HRTimeline
Randall & Associates Wealth Management1,860$446K0.37%+69313F-HRTimeline
Copperleaf Capital, LLC1,858$445K0.28%+22413F-HRTimeline
Wealthstar Advisors, LLC1,858$445K0.19%13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,853$444K0.2%+513F-HRTimeline
Defender Capital, LLC.1,849$443K0.16%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,843$442K0.19%013F-HRTimeline
Rockbridge Investment Management, LCC1,838$441K0.06%+4113F-HRTimeline
American Financial Advisors, LLC1,834$440K0.06%-1413F-HRTimeline
Schiavi & Co LLC1,833$439K0.17%-213F-HRTimeline
Betterment LLC1,831$439K<0.01%+57913F-HRTimeline
BARINGS LLCin group BARINGS LLC1,829$438K0.01%-23813F-HRTimelineGroup
RIA Advisory Group LLC1,829$438K0.15%-8013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,826$438K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,000$437K0.15%+7513F-HRTimeline
White Lighthouse Investment Management …1,822$437K0.08%+2713F-HRTimeline
Stewardship Advisors, LLC1,818$436K0.12%+15013F-HRTimeline
Dodds Wealth, LLC1,658$436K0.14%013F-HRTimeline
Wisconsin Wealth Advisors, LLC1,813$435K0.64%13F-HRTimeline
Ewing Morris & Co. Investment Partners …1,807$433K0.15%new13F-HRTimeline
Walker Financial Services, Inc.1,805$433K0.25%+2113F-HRTimeline
Lipe & Dalton1,800$432K0.23%013F-HRTimeline
Crestline Management, L.P.1,800$431K0.02%+10013F-HRTimeline
Curtis Advisory Group, LLC1,800$431K0.11%+30013F-HRTimeline
WT Wealth Management1,799$431K0.14%-1213F-HRTimeline
IronBridge Private Wealth, LLC1,794$430K0.16%+913F-HRTimeline
CFC Planning Co LLC1,789$429K0.46%13F-HRTimeline
BIP Alliance, LLC1,789$429K0.18%13F-HRTimeline
IMZ Advisory Inc1,783$428K0.2%+4613F-HRTimeline
Clarkston Capital Partners, LLC1,773$425K0.01%-19313F-HRTimeline
Lanham O'Dell & Company, Inc.1,771$424K0.23%+113F-HRTimeline
Worth Asset Management, LLC1,769$424K0.23%+3613F-HRTimeline
Clark Asset Management, LLC1,763$423K0.08%-48813F-HRTimeline
Ledgewood Wealth Advisors, LLC1,760$422K0.27%013F-HRTimeline
Innova Wealth Partners1,760$422K0.27%new13F-HRTimeline
POTENTIA WEALTH1,758$421K0.19%13F-HRTimeline
Councilor Wealth, LLC1,757$421K0.2%-5013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,755$421K0.14%-3013F-HRTimeline
Sanchez Wealth Management Group1,754$420K0.11%+913F-HRTimeline
Triumph Capital Management1,751$420K0.14%+4613F-HRTimeline
Core Wealth Advisors, Inc.1,749$419K0.14%+2113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,740$417K0.22%013F-HRTimeline
Sonoma Private Wealth LLC1,738$417K0.67%+12813F-HRTimeline
North Ridge Wealth Advisors, Inc.1,736$416K0.29%013F-HRTimeline
Independent Wealth Network Inc.1,733$416K0.17%+8013F-HRTimeline
TOBAM1,732$415K0.13%-15713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Level Financial Advisors1,728$414K0.15%013F-HRTimeline
Lokken Investment Group LLC1,727$414K0.18%+4813F-HRTimeline
Sageworth Trust Co1,727$414K0.03%-1,13313F-HRTimeline
Gordian Advisors LLC1,727$414K0.33%-7513F-HRTimeline
Flaharty Asset Management, LLC1,725$413K0.06%+85113F-HRTimeline
LifeWealth Investments, LLC1,722$413K0.27%13F-HRTimeline
Asset Management Group, Inc.1,720$412K0.07%+913F-HRTimeline
Widmann Financial Services, Inc.1,720$412K0.32%-1313F-HRTimeline
Delta Wealth Advisors LLC1,719$412K0.39%+3113F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,716$411K0.35%+63413F-HRTimeline
Battery Global Advisors, LLC1,715$411K0.22%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,715$411K0.05%013F-HRTimeline
Riggs Asset Managment Co. Inc.1,714$410K0.11%+37113F-HRTimeline
Bell Investment Advisors, Inc1,703$408K0.08%+5213F-HRTimeline
Echo Wealth Management, LLC1,700$408K0.28%-17113F-HRTimeline
AlphaCentric Advisors LLC1,696$407K0.41%-10413F-HRTimeline
KWMG, LLC1,694$406K0.04%-213F-HRTimeline
Triune Financial Partners, LLC1,692$406K0.13%+313F-HRTimeline
Mustard Seed Financial, LLC1,689$405K0.33%013F-HRTimeline
Independent Family Office, LLC1,680$403K0.21%-1,00013F-HRTimeline
Elm3 Financial Group, LLC1,675$402K0.34%13F-HRTimeline
Riverwater Partners LLC1,675$402K0.2%+913F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1,675$402K0.35%+313F-HRTimeline
GK Wealth Management LLC1,674$401K0.51%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,673$401K0.16%013F-HRTimeline
Sterling Financial Group, Inc.1,659$398K0.15%-1213F-HRTimeline
Tanglewood Legacy Advisors, LLC1,657$397K0.17%+1,38413F-HRTimeline
Baskin Financial Services Inc.1,654$396K0.03%-15813F-HRTimeline
EDMP, INC.1,645$394K0.37%+35613F-HRTimeline
Rakuten Securities, Inc.1,645$394K0.16%+91913F-HRTimeline
Genesee Capital Advisors, LLC1,642$394K0.18%+25613F-HRTimeline
Matthew Goff Investment Advisor, LLC1,640$393K0.07%013F-HRTimeline
Foundation Wealth Management, LLC\PA1,636$392K0.19%13F-HRTimeline
Private Wealth Management Group, LLC1,629$390K0.15%-313F-HRTimeline
McGowan Group Asset Management, Inc.1,629$390K0.05%-1913F-HRTimeline
AlphaMark Advisors, LLC1,625$390K0.17%+17013F-HRTimeline
Solano Wealth Investment Advisors LLC1,626$390K0.23%13F-HRTimeline
Wealth Quarterback LLC1,625$390K0.18%-3613F-HRTimeline
Lazard Freres Gestion S.A.S.1,625$389K0.01%013F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,617$388K0.1%-913F-HRTimeline
Petix & Botte Co1,616$387K0.1%013F-HRTimeline
LINCOLN CAPITAL CORP1,615$387K0.16%-2113F-HRTimeline
FUTURE YOU WEALTH LLC1,615$387K0.27%13F-HRTimeline
Physician Wealth Advisors, Inc.1,611$386K0.07%+7013F-HRTimeline
Centiva Capital, LP1,607$385K0.01%-49,03013F-HRTimeline
Grantvest Financial Group LLC1,605$385K0.43%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,602$384K0.75%+1,11913F-HRTimeline
Private Capital Advisors, Inc.1,600$384K0.05%013F-HRTimeline
MN Wealth Advisors, LLC1,599$383K0.22%-45,64813F-HRTimeline
Lavaca Capital LLC1,597$383K0.17%+59013F-HRTimeline
Seelaus Asset Management LLC1,594$382K0.35%+10013F-HRTimeline
New Perspectives, Inc1,593$382K0.2%013F-HRTimeline
Shilanski & Associates, Inc.1,591$381K0.12%-413F-HRTimeline
Rockport Wealth LLC1,639$379K0.17%+7313F-HRTimeline
Keener Financial Planning LLC1,582$379K0.22%013F-HRTimeline
Fulcrum Equity Management1,578$378K0.37%-1,55513F-HRTimeline
Front Street Capital Management, Inc.1,576$378K0.07%-4513F-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