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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
Verus Financial Partners, Inc.2,200$513K0.06%+29113F-HRTimeline
Broadway Wealth Solutions, Inc.2,084$511K0.37%-41213F-HRTimeline
Garner Asset Management Corp2,080$510K0.22%-11813F-HRTimeline
W.H. Cornerstone Investments Inc.2,080$510K0.35%+613F-HRTimeline
Intelligence Driven Advisers, LLC2,075$509K0.1%-82113F-HRTimeline
Global Assets Advisory, LLC2,193$508K0.1%-1,08413F-HRTimeline
Ruedi Wealth Management, Inc.2,069$507K0.16%+113F-HRTimeline
Dale Q Rice Investment Management Ltd2,068$507K0.26%-813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,066$507K0.25%+1113F-HRTimeline
Centennial Wealth Advisory LLC2,063$506K0.18%+15813F-HRTimeline
Cornerstone Select Advisors, LLC2,063$506K0.48%+3513F-HRTimeline
Rooted Wealth Advisors, Inc.2,406$506K0.22%+3113F-HRTimeline
Blue Investment Partners LLC2,062$506K0.19%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,062$506K0.02%013F-HRTimelineGroup
Kaizen Financial Strategies2,061$506K0.29%+713F-HRTimeline
jvl associates llc2,058$505K0.2%-27613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,058$505K0.36%-2913F-HRTimeline
Columbus Macro, LLC2,055$504K0.07%-9413F-HRTimeline
Bestgate Wealth Advisors, LLC2,051$503K1.04%013F-HRTimeline
Kercheville Advisors, LLC2,050$503K0.21%+2513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,047$502K0.23%+3613F-HRTimeline
Destiny Wealth Partners, LLC2,047$502K0.08%-1513F-HRTimeline
Litman Gregory Wealth Management LLC2,045$502K0.04%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,042$501K0.06%-4313F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC2,040$500K0.17%013F-HRTimeline
Redwood Wealth Management Group, LLC2,039$500K0.25%+5813F-HRTimeline
Optivise Advisory Services LLC2,038$500K0.28%-2713F-HRTimeline
Tower Wealth Partners, Inc.2,034$499K0.27%-4613F-HRTimeline
J2 Capital Management Inc2,031$498K0.46%-1,15813F-HRTimeline
Burns Matteson Capital Management, LLC2,030$498K0.27%+3013F-HRTimeline
Beirne Wealth Consulting Services, LLC2,027$497K0.18%013F-HRTimeline
Capital Planning LLC2,026$497K0.14%-33113F-HRTimeline
Sage Capital Advisors,llc2,026$497K0.13%+8613F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,022$496K0.38%-11713F-HRTimeline
Nebula Research & Development LLC2,020$496K0.05%new13F-HRTimeline
Syverson Strege & Co2,015$494K0.16%+5913F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC2,015$494K0.2%+213F-HRTimeline
West Wealth Group, LLC2,026$494K0.15%+15813F-HRTimeline
CGC Financial Services, LLC2,010$493K0.19%-40013F-HRTimeline
COWA, LLC2,008$493K0.21%-45313F-HRTimeline
Insight Wealth Partners, LLC2,008$492K0.3%-9713F-HRTimeline
Kinloch Capital, LLC2,007$492K0.24%+5513F-HRTimeline
Bensler, LLC2,004$491K0.06%-10313F-HRTimeline
Foundation Wealth Management, LLC2,002$491K0.38%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,001$491K0.44%+5813F-HRTimeline
Burton Enright Welch2,000$491K0.1%-1313F-HRTimeline
Gruss & Co., LLC2,000$491K2.14%+1,00013F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC2,000$491K0.02%013F-HRTimeline
Smith & Howard Wealth Management, LLC1,998$490K0.13%013F-HRTimeline
Compass Financial Group, INC/SD1,995$489K0.09%+11913F-HRTimeline
SOMERVILLE KURT F1,995$489K0.09%013F-HRTimeline
Putney Financial Group LLC1,993$489K0.51%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,988$488K0.25%+1013F-HRTimeline
Triune Financial Partners, LLC1,985$487K0.15%+29313F-HRTimeline
Oxbow Advisors, LLC1,978$485K0.05%-2713F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,974$484K1.66%+1,20013F-HRTimeline
Smallwood Wealth Investment Management,…1,967$483K0.3%013F-HRTimeline
Lakewood Asset Management LLC1,966$482K0.33%-1,15213F-HRTimeline
NDVR, Inc.1,965$482K0.49%-11713F-HRTimeline
Joel Adams & Associates, Inc.1,965$482K0.43%013F-HRTimeline
Riverwater Partners LLC1,963$482K0.25%+28813F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,962$481K0.17%013F-HRTimeline
Ascent Capital Management, LLC1,962$481K0.48%+1213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…1,982$481K0.22%+113F-HRTimeline
Kearns & Associates LLC1,960$481K0.31%013F-HRTimeline
White Lighthouse Investment Management …1,960$481K0.09%+13813F-HRTimeline
Noble Wealth Management PBC1,959$481K0.33%-513F-HRTimeline
Clean Yield Group1,954$479K0.16%013F-HRTimeline
ALKEME WEALTH, LLC1,949$478K0.21%-5013F-HRTimeline
Wealth Advisors Northwest LLC1,948$478K0.3%-7713F-HRTimeline
Horizon Family Wealth, Inc.1,944$477K0.32%-3313F-HRTimeline
Beaird Harris Wealth Management, LLC1,944$477K0.04%-10913F-HRTimeline
Berkshire Money Management, Inc.1,941$476K0.05%-2513F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,941$476K0.07%-1,14413F-HRTimeline
REBALANCE, LLC1,940$476K0.04%+41313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,933$474K0.17%-513F-HRTimeline
Cadent Capital Advisors, LLC1,931$474K0.18%+513F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,927$473K0.48%+84713F-HRTimeline
Oxinas Partners, LLC1,927$473K0.28%+52013F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC1,926$472K0.03%+4413F-HRTimeline
Lewis Asset Management, LLC1,921$471K0.39%-2713F-HRTimeline
RIA Advisory Group LLC1,918$471K0.15%+8913F-HRTimeline
Banque de Luxembourg S.A.1,915$470K0.27%013F-HRTimeline
AWM CAPITAL, LLC1,913$469K0.05%+61613F-HRTimeline
Krane Funds Advisors LLC1,913$469K0.01%+42413F-HRTimeline
Vishria Bird Financial Group, LLC1,903$467K0.16%013F-HRTimeline
Friday Financial1,895$466K0.28%+1,00513F-HRTimeline
Hutchens & Kramer Investment Management…1,899$466K0.26%-613F-HRTimeline
CVFG LLC1,895$465K0.42%-4913F-HRTimeline
Duncan Williams Asset Management, LLC1,887$463K0.17%013F-HRTimeline
Financial Advisors Network, Inc.1,887$463K0.08%-5913F-HRTimeline
Echo45 Advisors LLC1,886$463K0.31%-9313F-HRTimeline
LeConte Wealth Management, LLC1,883$462K0.29%13F-HRTimeline
Symmetry Partners, LLC1,881$461K0.06%-713F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,881$461K0.36%013F-HR/ATimeline
HFR Wealth Management, LLC1,880$461K0.11%013F-HRTimeline
Riverstone Advisors, LLC1,879$461K0.28%-1113F-HRTimeline
Roth Financial Partners LLC1,877$460K0.18%013F-HRTimeline
Sharkey, Howes & Javer1,875$460K0.07%-17513F-HRTimeline
Prospect Financial Services LLC1,873$459K0.25%+313F-HRTimeline
Alpha DNA Investment Management LLC1,872$459K9.92%-18,97613F-HRTimeline
Axim Planning & Wealth1,872$459K0.41%-7613F-HRTimeline
Gratus Wealth Advisors, LLC1,869$458K0.08%-2513F-HRTimeline
Adams Wealth Management1,869$458K0.09%013F-HRTimeline
CacheTech Inc.1,869$458K0.09%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,868$458K0.21%-313F-HRTimeline
Fourth Dimension Wealth, LLC1,865$457K0.22%-10013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,863$457K0.18%-4813F-HRTimeline
Foundation Wealth Management, LLC\PA1,861$457K0.22%+22513F-HRTimeline
Atwater Malick LLC1,861$457K0.15%013F-HRTimeline
ADE, LLC1,859$456K0.26%-1013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,858$456K0.21%+513F-HRTimeline
Scarborough Advisors, LLC1,856$455K0.06%+54413F-HRTimeline
Kagan Cocozza Asset Management1,854$455K0.37%-21213F-HRTimeline
Wisconsin Wealth Advisors, LLC1,850$454K0.65%+3713F-HRTimeline
Laidlaw Wealth Management LLC1,846$453K1.35%-1,04713F-HRTimeline
Comprehensive Financial Planning, Inc./…1,844$452K0.44%+97113F-HRTimeline
Panoramic Capital Partners, LLC2,085$452K0.47%-56213F-HRTimeline
Park Square Financial Group, LLC1,843$452K0.36%-18113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,839$451K0.27%+31213F-HRTimeline
Schiavi & Co LLC1,833$450K0.16%013F-HRTimeline
BRIGHTON SECURITIES CORP.1,833$450K0.22%-17713F-HRTimeline
Stewardship Advisors, LLC1,831$449K0.12%+1313F-HRTimeline
Israel Discount Bank of New York1,824$447K0.34%-71113F-HRTimeline
National Wealth Management Group, LLC1,824$447K0.29%new13F-HRTimeline
Amica Retiree Medical Trust1,822$447K0.68%-43513F-HRTimeline
Foguth Wealth Management, LLC.1,816$445K0.11%-4313F-HRTimeline
LINCOLN CAPITAL CORP1,815$445K0.19%+20013F-HRTimeline
Castleview Partners, LLC1,815$445K0.3%-2,59713F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,811$444K0.02%-1513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,807$443K0.15%+56013F-HRTimeline
Curtis Advisory Group, LLC1,800$442K0.13%013F-HRTimeline
WT Wealth Management1,794$440K0.14%-513F-HRTimeline
Triumph Capital Management1,793$440K0.15%+4213F-HRTimeline
CFC Planning Co LLC1,789$439K0.48%013F-HR/ATimeline
Momentous Wealth Management, Inc.1,784$438K0.31%+59113F-HRTimeline
BIP Alliance, LLC1,783$437K0.18%-613F-HRTimeline
Sharp Wealth Advisory, LLC1,782$437K0.33%+25213F-HRTimeline
American Financial Advisors, LLC1,782$437K0.06%-5213F-HRTimeline
International Private Wealth Advisors L…1,781$437K0.42%+23113F-HRTimeline
IronBridge Private Wealth, LLC1,774$435K0.17%-2013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,773$435K0.27%new13F-HRTimeline
Peterson Wealth Advisors, LLC2,027$435K0.08%+13613F-HRTimeline
Core Wealth Advisors, Inc.1,772$435K0.14%+2313F-HRTimeline
Lanham O'Dell & Company, Inc.1,771$435K0.25%013F-HRTimeline
Walker Financial Services, Inc.1,771$434K0.23%-3413F-HRTimeline
Innova Wealth Partners1,764$433K0.27%+413F-HRTimeline
Ledgewood Wealth Advisors, LLC1,760$432K0.28%013F-HRTimeline
POTENTIA WEALTH1,758$431K0.2%013F-HRTimeline
Sanchez Wealth Management Group1,755$430K0.12%+113F-HRTimeline
Wealth Preservation Advisors, LLC1,752$430K0.31%13F-HRTimeline
POWER WEALTH MANAGEMENT LLC1,746$428K0.17%-37413F-HRTimeline
Equita Financial Network, Inc.1,745$428K0.15%+58713F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,744$428K0.19%-9913F-HRTimeline
Bell Investment Advisors, Inc1,739$427K0.08%+3613F-HRTimeline
North Ridge Wealth Advisors, Inc.1,736$426K0.28%013F-HRTimeline
Randall & Associates Wealth Management1,736$426K0.35%-12413F-HRTimeline
BROGAN FINANCIAL, INC.1,736$426K0.21%+39713F-HRTimeline
Everstar Asset Management, LLC1,735$426K0.28%+75313F-HR/ATimeline
Heritage Wealth Management, Inc. /CA/1,734$425K0.36%+1813F-HRTimeline
Sageworth Trust Co1,733$425K0.03%+613F-HRTimeline
Allegiance Financial Group Advisory Ser…1,732$425K0.13%+27313F-HRTimeline
Private Wealth Management Group, LLC1,731$425K0.16%+10213F-HRTimeline
Level Financial Advisors1,728$424K0.14%013F-HRTimeline
Asset Management Group, Inc.1,728$424K0.08%+813F-HRTimeline
Binnacle Investments Inc1,727$424K0.31%13F-HRTimeline
Gordian Advisors LLC1,727$424K0.34%013F-HRTimeline
Widmann Financial Services, Inc.1,720$422K0.33%013F-HRTimeline
Delta Wealth Advisors LLC1,719$422K0.38%013F-HRTimeline
Von Berge Wealth Management Group, LLC1,721$421K0.27%+613F-HRTimeline
Battery Global Advisors, LLC1,716$421K0.23%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,715$421K0.05%013F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1,713$420K0.45%+3813F-HRTimeline
KWMG, LLC1,711$420K0.04%+1713F-HRTimeline
Defender Capital, LLC.1,709$419K0.17%-14013F-HRTimeline
Nova R Wealth, Inc.1,705$418K0.21%+24913F-HRTimeline
Worth Asset Management, LLC1,704$418K0.23%-6513F-HRTimeline
Prasad Wealth Partners, LLC1,704$418K0.14%+19913F-HRTimeline
Echo Wealth Management, LLC1,700$417K0.28%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,698$416K0.16%-25613F-HRTimeline
IMZ Advisory Inc1,693$415K0.19%-9013F-HRTimeline
Allie Family Office LLC1,691$415K0.23%-3,85013F-HRTimeline
Mustard Seed Financial, LLC1,689$414K0.33%013F-HRTimeline
Independent Family Office, LLC1,680$412K0.22%013F-HRTimeline
Lipe & Dalton1,665$409K0.23%-13513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,659$407K0.14%-9613F-HRTimeline
Riggs Asset Managment Co. Inc.1,658$407K0.12%-5613F-HRTimeline
Dodds Wealth, LLC1,658$407K0.13%013F-HRTimeline
Elm3 Financial Group, LLC1,655$406K0.36%-2013F-HRTimeline
Rappaport Reiches Capital Management, L…1,655$406K0.1%+58713F-HRTimeline
Emergent Wealth Advisors, LLC1,654$406K0.29%-37313F-HRTimeline
Genesee Capital Advisors, LLC1,648$404K0.2%+613F-HRTimeline
McGowan Group Asset Management, Inc.1,647$404K0.05%+1813F-HRTimeline
Tanglewood Legacy Advisors, LLC1,644$403K0.18%-1313F-HRTimeline
American Institute for Advanced Investm…1,638$402K0.31%+30013F-HRTimeline
Kellett Wealth Advisors, LLC1,636$401K0.28%+15213F-HRTimeline
True Link Financial Advisors, LLC1,634$401K0.03%+38613F-HRTimeline
CogentBlue Wealth Advisors, LLC1,633$401K0.35%+59413F-HRTimeline
Pinnacle Wealth Management, LLC1,629$400K0.45%-8,35913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,627$399K0.13%+19813F-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