Skip to content
Disclosery

JPM JPMORGAN CHASE & CO

Follow

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
Coign Capital Advisors LLC2,654$781K0.41%+113F-HRTimeline
KERR FINANCIAL PLANNING Corp2,492$779K0.55%+9613F-HR/ATimeline
Bernardo Wealth Planning LLC2,647$779K0.15%+16013F-HRTimeline
Claret Asset Management Corp2,641$777K0.09%-3513F-HRTimeline
ENTRUST FINANCIAL LLC2,637$776K0.54%-2113F-HRTimeline
Presidio Capital Management, LLC2,632$774K0.22%+7013F-HRTimeline
Swisher Financial Concepts, Inc.2,632$774K0.43%+2813F-HRTimeline
Concorde Asset Management, LLC2,631$774K0.38%-56413F-HRTimeline
Detalus Advisors, LLC2,626$772K0.18%-5613F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,622$771K0.37%-28213F-HRTimeline
Clearwave Capital, LLC2,618$770K0.53%+41013F-HRTimeline
Core Wealth Advisors, Inc.2,617$770K0.18%+25713F-HRTimeline
HC Advisors, LLC2,616$770K0.52%-6113F-HRTimeline
Catalyst Investment Management LLC2,479$769K0.85%-9013F-HRTimeline
MADDEN SECURITIES Corp2,614$769K0.23%+11513F-HRTimeline
Arkos Global Advisors2,608$767K0.1%-69913F-HRTimeline
Richwood Investment Advisors, LLC2,601$765K0.59%-1513F-HRTimeline
J.M. Arbour, LLC2,597$764K0.73%-14213F-HRTimeline
Palatine Hill Wealth Management, LLC2,591$762K0.66%-3713F-HRTimeline
Ironsides Asset Advisors, LLC2,590$762K0.19%+64413F-HRTimeline
Arch Global Advisors, LLC2,590$762K0.4%13F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,588$761K0.17%-5413F-HRTimeline
Banque de Luxembourg S.A.2,588$761K0.39%+20413F-HRTimeline
Balentine LLC2,587$761K0.03%-26513F-HRTimeline
SP Asset Management LLC2,587$761K0.07%-61913F-HRTimeline
IFS Group,LLC2,584$760K0.68%13F-HRTimeline
Prospect Financial Group LLC2,581$759K0.7%-613F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,577$758K0.44%+1113F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC2,577$758K0.23%-7613F-HRTimeline
Accelerate Investment Advisors LLC2,575$757K0.51%-6413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,575$757K0.21%-2213F-HR/ATimeline
Atlatl Advisers LLC2,570$756K0.56%-1,38513F-HRTimeline
CacheTech Inc.2,569$756K0.15%+92613F-HRTimeline
Vision Retirement, LLC2,567$755K0.21%+813F-HRTimeline
Broderick Brian C2,560$753K0.14%+45013F-HRTimeline
NerdWallet Wealth Partners, LLC2,555$751K0.33%+1,00213F-HRTimeline
ESL Trust Services, LLC2,553$751K0.14%-1013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,553$751K0.34%-5,27513F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,553$751K1.2%-15113F-HRTimeline
Maridea Wealth Management LLC2,551$750K0.11%-5,76613F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC2,549$750K0.22%-50013F-HRTimeline
Sloy Dahl & Holst, LLC2,547$749K0.1%+1813F-HRTimeline
Keener Financial Planning LLC2,544$748K0.31%013F-HRTimeline
Axis Wealth Partners, LLC2,540$747K0.4%+36413F-HRTimeline
Investment Insight Wealth Management, L…2,539$747K0.81%+113F-HRTimeline
Meramec Financial Planners, LLC2,355$747K0.3%-1,27613F-HRTimeline
HORIZON BANCORP INC /IN/2,536$746K0.36%-17313F-HRTimeline
Nolet Wealth Management, LLC2,536$746K0.42%-2213F-HRTimeline
America First Investment Advisors, LLC2,529$744K0.14%013F-HRTimeline
Catalina Capital Group, LLC2,528$744K0.46%+2313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,527$743K0.23%-6413F-HRTimeline
1015 Capital Partners, LLC2,524$742K0.72%-3513F-HRTimeline
Nicholson Wealth Management Group, LLC2,522$742K0.43%013F-HRTimeline
First Affirmative Financial Network2,521$742K0.29%13F-HR/ATimeline
Impact Partnership Wealth, LLC2,521$742K0.09%-17713F-HRTimeline
Wealthstar Advisors, LLC2,519$741K0.44%-9813F-HRTimeline
MKT Advisors LLC2,489$740K0.25%-113F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,517$740K0.03%-29513F-HRTimelineGroup
Forum Private Client Group LLC2,515$740K0.25%+15813F-HRTimeline
Tactive Advisors, LLC2,515$740K0.21%-2713F-HRTimeline
Plan A Wealth LLC2,505$737K0.35%-7213F-HRTimeline
New Insight Wealth Advisors2,503$736K0.26%-11213F-HRTimeline
Eagle Wealth Advisors LLC2,503$736K0.68%+4813F-HRTimeline
Murphy Pohlad Asset Management LLC2,500$735K0.26%-6513F-HRTimeline
Bramshill Investments, LLC2,500$735K0.06%013F-HRTimeline
Sassicaia Capital Advisers LLC2,500$735K0.83%-3,50013F-HRTimeline
CBIZ Investment Advisory Services, LLC2,500$735K0.03%-86613F-HRTimeline
S&T Bank/PA2,499$735K0.27%+20513F-HRTimeline
Carter Financial Group, INC.2,497$735K0.45%-7413F-HRTimeline
BENDER ROBERT & ASSOCIATES2,495$734K0.18%new13F-HRTimeline
Arnhold LLC2,492$733K0.05%013F-HRTimeline
Kaizen Financial Strategies2,364$733K0.31%+813F-HRTimeline
Financial Insights, Inc.2,487$732K0.24%-1213F-HRTimeline
waypoint wealth counsel2,486$731K0.38%-2,57113F-HRTimeline
Corundum Trust Company, INC2,476$728K1.66%+3413F-HRTimeline
TFB Advisors LLC2,472$727K0.38%-1,25113F-HRTimeline
Dupree Financial Group, LLC2,472$727K0.29%-5713F-HRTimeline
StoryOne LLC0$727K0.41%013F-HRTimelineAmount filed as zero, left out of ratios.
Walker Asset Management, LLC2,470$727K0.39%+2213F-HRTimeline
Lynch Investment Planning, LLC2,470$726K0.65%-7113F-HRTimeline
William Mack & Associates, Inc.2,469$726K0.42%-1,14313F-HRTimeline
XY Planning Network, Inc.2,459$726K0.12%-21513F-HRTimeline
Panoramic Capital Partners, LLC2,466$725K0.45%+4213F-HRTimeline
Foguth Wealth Management, LLC.2,419$724K0.08%+33013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,460$724K0.18%+1013F-HRTimeline
Sharp Wealth Advisory, LLC2,460$723K0.36%+63413F-HRTimeline
Brand Asset Management Group, Inc.2,458$723K0.19%+16213F-HRTimeline
SMART Wealth LLC2,455$722K0.21%-12813F-HRTimeline
High Point Wealth Management, LLC2,454$722K0.7%+67513F-HRTimeline
Prospera Capital Management, LLC2,452$721K0.36%+1013F-HRTimeline
Clay Northam Wealth Management, LLC2,447$720K0.4%+1013F-HRTimeline
True Link Financial Advisors, LLC2,438$717K0.04%+12013F-HR/ATimeline
Troutman Wealth Management, LLC2,437$717K0.6%-113F-HRTimeline
COGENT STRATEGIC WEALTH LLC2,432$715K0.74%+1,21613F-HRTimeline
Plum Street Advisors, LLC2,431$715K0.25%+913F-HRTimeline
JACOBS & CO/CA2,431$715K0.07%+5713F-HRTimeline
jvl associates llc2,428$714K0.24%+36313F-HRTimeline
Compass Financial Group, INC/SD2,428$714K0.1%+38013F-HRTimeline
Rockbridge Asset Management LLC2,424$713K0.48%013F-HRTimeline
FDx Advisors, Inc.2,425$713K0.23%new13F-HRTimeline
Intergy Private Wealth, LLC2,423$713K0.21%+8913F-HRTimeline
SLT Holdings LLC2,421$712K0.5%+5413F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC2,417$711K0.25%-21,82713F-HRTimeline
Wise Wealth Partners2,415$710K0.96%-12613F-HRTimeline
Piedmont Capital Management, LLC/NC2,415$710K0.47%+4713F-HRTimeline
Altar Rock LLC2,411$709K0.83%+51413F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,406$708K0.47%+22013F-HRTimeline
Arbor Investment Advisors, LLC2,405$707K0.09%+16313F-HRTimeline
Heritage Family Offices, LLP2,398$705K0.31%+1,69413F-HRTimeline
Beaird Harris Wealth Management, LLC2,397$705K0.05%+15913F-HRTimeline
Family Capital Management, Inc.2,396$705K0.31%+25213F-HRTimeline
Tamar Securities, LLC2,393$704K0.08%+6513F-HRTimeline
Worth Asset Management, LLC2,391$703K0.26%+47413F-HRTimeline
Tuttle Capital Management, LLC2,391$703K1.16%013F-HRTimeline
Wallace Capital Management Inc.2,390$703K0.08%-3013F-HRTimeline
Boreal Capital Management LLC2,390$703K0.61%-21213F-HRTimeline
Beirne Wealth Consulting Services, LLC2,386$702K0.2%+413F-HRTimeline
Physician Wealth Advisors, Inc.2,385$702K0.1%+1613F-HRTimeline
Wisconsin Wealth Advisors, LLC2,385$701K0.69%+7913F-HRTimeline
Atlas Private Wealth Advisors2,384$701K0.17%-3413F-HRTimeline
Friday Financial2,380$700K0.24%+1313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC2,379$700K0.2%+7413F-HRTimeline
Piedmont Capital Management, LLC2,357$698K0.36%013F-HRTimeline
Legend Capital Advisors LLC2,374$698K0.44%013F-HRTimeline
Basepoint Wealth LLC2,373$698K0.4%-4213F-HRTimeline
Thrive Capital Management, LLC2,372$698K0.15%-17713F-HRTimeline
Avid Wealth Partners LLC2,362$695K0.33%+26113F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC2,360$694K0.32%13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,360$694K0.38%+5713F-HRTimeline
Emergent Wealth Advisors, LLC2,360$694K0.41%+16813F-HRTimeline
Betterment LLC2,356$693K<0.01%+3413F-HRTimeline
Drum Hill Capital, LLC2,351$692K0.64%013F-HRTimeline
Lansing Street Advisors2,350$691K0.17%-23313F-HRTimeline
Harvest Investment Services, LLC2,349$691K0.13%-58213F-HRTimeline
AMG Asset Management Group, Inc.2,348$691K0.54%new13F-HRTimeline
Capitol Family Office, Inc.2,140$690K0.81%013F-HRTimeline
Aster Capital Management (DIFC) Ltd2,809$689K0.23%-13,86613F-HRTimeline
Coordinated Financial Services, Inc.2,341$689K0.4%-9413F-HRTimeline
6th Street Advisors, LLC2,335$687K0.43%13F-HRTimeline
IMZ Advisory Inc2,335$687K0.26%-4913F-HRTimeline
Corps Capital Advisors, LLC2,330$685K0.59%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,326$684K0.41%-25613F-HRTimeline
Moody Aldrich Partners LLC2,324$684K0.12%+5113F-HRTimeline
Ariston Services Group0$683K0.41%-2,53613F-HRTimelineAmount filed as zero, left out of ratios.
Entelevest, LLC2,319$682K0.7%+34813F-HRTimeline
AXS Investments LLC2,318$682K0.28%-15713F-HRTimeline
Silver Coast Investments LLC2,316$681K0.22%+1813F-HRTimeline
Wagner Wealth Management, Corp2,316$681K0.61%-22313F-HRTimeline
Connecticut Capital Management Group, L…2,312$680K0.64%-1513F-HRTimeline
Values Added Financial LLC2,308$679K0.29%-113F-HRTimeline
American Investment Services, Inc.2,302$677K0.15%013F-HRTimeline
Bluespring Wealth Management, LLC2,299$676K0.06%-5313F-HRTimeline
Opus Capital Group, LLC2,299$676K0.07%-613F-HRTimeline
REXFORD CAPITAL INC2,296$675K0.48%+18513F-HRTimeline
Dunhill Financial, LLC5,006$674K0.16%+3,18213F-HRTimeline
4WEALTH ADVISORS, INC.2,375$674K0.58%+8213F-HRTimeline
Blackstone Inc.in group Blackstone Inc.2,289$673K<0.01%-12,36713F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Pachira Investments Inc.2,287$673K0.31%+8813F-HRTimeline
Squire Investment Management Company, L…2,285$672K0.19%-1513F-HRTimeline
Braun-Bostich & Associates Inc.2,284$672K0.42%-6213F-HRTimeline
Knuff & Co LLC2,282$671K0.2%-8713F-HRTimeline
Broadway Wealth Solutions, Inc.2,280$671K0.35%+11413F-HRTimeline
Foresight Global Investors, Inc.2,278$670K0.44%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,278$670K0.45%013F-HRTimeline
CMG Global Holdings, LLC2,278$670K0.32%-1713F-HRTimeline
Gratus Wealth Advisors, LLC2,277$670K0.1%+40313F-HRTimeline
Ehrenkranz Partners L.P.2,268$667K0.53%-18913F-HRTimeline
LEIGH BALDWIN & CO., LLC2,259$665K0.43%+18713F-HRTimeline
Clarion Wealth Managment Partners, LLC2,257$664K0.6%+213F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC2,251$662K0.16%+1,59713F-HRTimeline
M1 Capital Management LLC2,248$661K0.3%013F-HRTimeline
WAYCROSS PARTNERS, LLC2,247$661K0.06%013F-HRTimeline
Level Financial Advisors2,247$661K0.17%-58213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,246$661K0.09%-1013F-HRTimeline
Bell Investment Advisors, Inc2,243$660K0.1%+6913F-HRTimeline
Decker Wealth Management LLC2,241$659K0.15%-1313F-HRTimeline
Wealth Quarterback LLC2,240$659K0.26%+65513F-HRTimeline
Sensible Money, LLC2,239$659K0.2%-913F-HRTimeline
Safe Harbor Fiduciary, LLC2,238$658K0.63%-1513F-HRTimeline
Pitti Group Wealth Management, LLC2,238$658K0.53%+3013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC2,229$656K0.07%013F-HRTimeline
Camarda Financial Advisors, LLC2,229$656K0.35%-8,35713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,225$655K0.2%-14213F-HRTimeline
Riverwater Partners LLC2,217$652K0.22%+2713F-HRTimeline
WealthPoint Financial, LLC2,216$652K0.55%-26813F-HR/ATimeline
Efficient Advisors, LLC2,214$651K0.05%013F-HRTimeline
Compton Financial Group, LLC2,214$651K0.14%+5413F-HRTimeline
Quad-Cities Investment Group, LLC2,211$650K0.26%+1,04413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,211$650K0.42%-5913F-HRTimeline
STEVENS CAPITAL PARTNERS2,210$650K0.16%+54513F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,208$650K0.3%+113F-HRTimeline
Clean Yield Group2,208$650K0.18%013F-HRTimeline
Private Wealth Management Group, LLC2,207$649K0.17%+45013F-HRTimeline
AXA S.A.in group AXA S.A.2,207$649K0.25%-1713F-HRTimelineGroup
Sachetta, LLC2,204$648K0.35%-31413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,203$648K0.4%-14613F-HRTimelineGroup
Bruce G. Allen Investments, LLC2,203$648K0.42%-7313F-HRTimeline
True Wealth Design, LLC2,202$648K0.18%+1,57713F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,198$647K0.39%+80013F-HRTimeline
ASL Financial, LLC2,196$646K0.52%+2213F-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