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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
PRUDENT INVESTORS NETWORK, INC.1,572$377K0.11%-3913F-HRTimeline
Lutz Financial Services LLC1,571$377K0.03%-1413F-HRTimeline
Kendall Capital Management1,561$374K0.11%-3513F-HRTimeline
CAPITAL COUNSEL LLC/NY1,560$374K0.02%-5013F-HR/ATimeline
Gitterman Wealth Management, LLC1,557$373K0.16%+1013F-HRTimeline
SYKON CAPITAL LLC1,555$373K0.13%+16413F-HRTimeline
Stark Wealth Management LLC1,550$372K0.27%13F-HRTimeline
BOURNE LENT ASSET MANAGEMENT INC1,550$372K0.14%013F-HRTimeline
International Private Wealth Advisors L…1,550$371K0.37%new13F-HRTimeline
WorthPointe, LLC1,546$371K0.15%+4313F-HRTimeline
R. W. Roge & Company, Inc.1,546$370K0.2%013F-HRTimeline
Cannon Financial Strategists, Inc.1,542$370K0.06%+9713F-HRTimeline
MontVue Capital Management, Inc.1,541$369K0.28%+40413F-HRTimeline
Ridgepath Capital Management LLC1,541$369K0.17%013F-HRTimeline
Elite Life Management LLC1,538$369K1.09%+1913F-HRTimeline
VELA Investment Management, LLC1,537$368K0.13%-13813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,535$368K0.19%+24313F-HRTimeline
Fearless Solutions, LLC dba Best Invest1,533$367K0.28%13F-HRTimeline
New England Professional Planning Group…1,531$367K0.18%+9013F-HRTimeline
Sharp Wealth Advisory, LLC1,530$367K0.28%-15413F-HRTimeline
Round Hill Asset Management1,527$366K0.26%-1,92513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,527$366K0.2%+13213F-HRTimeline
REBALANCE, LLC1,527$366K0.03%013F-HRTimeline
Householder Group Estate & Retirement S…1,525$365K0.27%-6,03613F-HRTimeline
JFG Wealth Management, LLC1,522$365K0.08%+113F-HRTimeline
Ascension Capital Advisors, Inc.1,520$364K0.16%+15713F-HRTimeline
Hobbs Group Advisors, LLC1,518$364K0.14%-2613F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,376$364K0.34%+24113F-HRTimeline
AVALON CAPITAL MANAGEMENT1,516$363K0.12%-15713F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC1,512$362K0.05%-16613F-HRTimeline
Trevian Wealth Management LLC1,511$362K0.27%013F-HRTimeline
RS CRUM INC.1,506$361K0.09%-213F-HRTimeline
Sage Financial Management Group, Inc.1,507$361K0.13%013F-HRTimeline
Prasad Wealth Partners, LLC1,505$361K0.12%13F-HRTimeline
Clientfirst Wealth Management, LLC1,504$361K0.36%13F-HRTimeline
COLRAIN CAPITAL LLC1,500$360K0.35%13F-HRTimeline
Highlander Partners, L.P.1,500$360K0.2%013F-HRTimeline
Gouws Capital LLC1,500$360K0.25%013F-HRTimeline
Monument Group Wealth Advisors, LLC1,500$360K0.25%013F-HRTimeline
Boyd Wealth Management, LLC1,498$359K0.18%-2913F-HRTimeline
Seed Wealth Management, Inc.1,496$359K0.29%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,493$358K0.3%-11213F-HRTimeline
LFA - Lugano Financial Advisors SA1,490$357K0.23%013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,489$357K0.35%+713F-HRTimeline
Covestor Ltd1,489$357K0.22%+2813F-HRTimeline
Krane Funds Advisors LLC1,489$357K0.01%-18413F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,488$357K0.3%13F-HRTimeline
Cambridge Financial Group, LLC1,484$356K0.15%013F-HRTimeline
Kellett Wealth Advisors, LLC1,484$356K0.24%+6013F-HRTimeline
Towerpoint Wealth, LLC1,481$355K0.17%+10213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,481$355K0.27%-413F-HRTimeline
Valtinson Bruner Financial Planning LLC1,480$355K0.12%+4613F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.1,476$354K0.06%-3,43513F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,474$353K0.05%+14013F-HRTimeline
Paragon Capital Management LLC1,474$353K0.19%-31613F-HRTimeline
Cascade Wealth Advisors, Inc1,468$352K0.24%013F-HRTimeline
RAM Investment Partners, LLC1,467$352K0.09%-31013F-HRTimeline
Yeomans Consulting Group, Inc.1,466$351K0.13%-4813F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,466$351K0.32%13F-HRTimeline
RVW Wealth, LLC1,465$351K0.03%-29613F-HRTimeline
Waypoint Wealth Partners Inc.1,461$350K0.1%013F-HRTimeline
Greenspring Advisors, LLC1,459$350K0.08%013F-HRTimeline
Allegiance Financial Group Advisory Ser…1,459$350K0.11%-8613F-HRTimeline
Lakeside Advisors, INC.1,459$350K0.23%-29313F-HRTimeline
Uptown Financial Advisors LLC1,458$349K0.38%13F-HRTimeline
Wise Wealth Partners1,458$349K0.86%13F-HRTimeline
Freestate Advisors LLC1,457$349K0.36%-3513F-HRTimeline
Fieldview Capital Management, LLC1,456$349K0.05%13F-HRTimeline
Nova R Wealth, Inc.1,456$349K0.18%+713F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC1,453$348K0.16%new13F-HRTimeline
Horizon Investment Services, LLC1,451$348K0.15%+19013F-HRTimeline
Catalyst Capital Advisors LLC1,451$348K0.01%+1,32513F-HRTimeline
Lighthouse Financial LLC1,449$347K0.28%13F-HRTimeline
Acorns Advisers, LLC1,447$347K<0.01%+7413F-HRTimeline
Dynamic Wealth Strategies, LLC1,447$347K0.31%-21713F-HRTimeline
ACAS, LLC1,280$346K0.26%-15213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.1,442$346K0.07%+16113F-HRTimeline
BlueStem Wealth Partners, LLC1,437$344K0.05%13F-HRTimeline
Redwood Financial Network Corp1,436$344K0.26%+413F-HRTimeline
Yoder Wealth Management, Inc.1,436$344K0.19%+3913F-HRTimeline
Carlson Capital Management1,436$344K0.02%+41313F-HRTimeline
Alpha Zero LLC1,432$343K0.26%13F-HRTimeline
ENZI WEALTH1,304$343K0.13%+6713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,429$342K0.12%+4513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,422$341K0.16%+4413F-HRTimeline
Heritage Wealth Management, Inc./Texas1,422$341K0.2%-9113F-HRTimeline
DRAVO BAY LLC1,422$341K0.17%013F-HRTimeline
Hobbs Wealth Management, LLC1,422$341K0.39%13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,421$341K0.12%+2913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,421$341K0.1%-26,11913F-HRTimeline
DDD Partners, LLC1,416$339K0.04%+3813F-HRTimeline
Skyline Advisors, Inc.1,413$339K0.13%-42113F-HRTimeline
Rather & Kittrell, Inc.1,410$338K0.08%+213F-HRTimeline
Oxinas Partners, LLC1,407$337K0.2%-75813F-HRTimeline
Legacy PCG, LLC1,403$336K0.24%-53713F-HRTimeline
Asset Allocation Strategies LLC1,221$336K0.08%+1013F-HRTimeline
EWG Elevate Inc.1,400$336K0.1%+19313F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC1,398$335K0.26%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC1,398$335K0.32%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL1,396$335K0.13%+31413F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC1,394$334K0.23%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC1,394$334K0.37%13F-HR/ATimeline
CHELSEA COUNSEL CO1,392$334K0.17%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,391$333K0.23%+113F-HRTimeline
Able Wealth Management LLC1,388$333K0.22%+6113F-HRTimeline
Northern Capital Management, Inc.1,385$332K0.2%-18013F-HRTimeline
Sicart Associates LLC1,385$332K0.12%013F-HRTimeline
Anchor Pointe Wealth Management, LLC1,382$331K0.43%13F-HRTimeline
PharVision Advisers, LLC1,376$330K0.28%13F-HRTimeline
Avondale Wealth Management1,375$330K0.21%013F-HRTimeline
Retireful, LLC1,373$329K0.19%new13F-HRTimeline
Wealth Watch Advisors, INC1,363$329K0.2%13F-HRTimeline
Entruity Wealth, LLC1,370$328K0.33%13F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC1,367$328K0.14%013F-HRTimeline
Everest Private Wealth1,367$328K0.29%13F-HRTimeline
OAK RIDGE INVESTMENTS LLC1,365$327K0.03%-3113F-HRTimeline
Plotkin Financial Advisors, LLC1,365$327K0.19%+6213F-HRTimeline
Gibson Capital, LLC1,362$326K0.07%-7013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,175$325K0.12%13F-HRTimeline
Kuhn & Co Investment Counsel1,355$325K0.28%+8013F-HRTimeline
HILL ISLAND FINANCIAL LLC1,354$325K0.09%-4713F-HRTimeline
IMG Wealth Management, Inc.1,354$325K0.3%13F-HRTimeline
Absolute Gestao de Investimentos Ltda.1,353$324K0.14%+11313F-HRTimeline
James Reed Financial Services, Inc.1,351$324K0.34%13F-HRTimeline
FWG Investments, LLC.1,351$324K0.25%-5913F-HRTimeline
CUMBERLAND ADVISORS INC1,350$324K0.13%013F-HRTimeline
FinDec Wealth Services, Inc.1,345$323K0.22%+213F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC1,345$322K0.14%new13F-HRTimeline
Whipplewood Advisors, LLC1,345$322K0.18%13F-HRTimeline
BROGAN FINANCIAL, INC.1,339$321K0.16%+6313F-HRTimeline
American Institute for Advanced Investm…1,338$321K0.24%-44313F-HRTimeline
Joseph P. Lucia & Associates, LLC1,338$321K0.14%+2813F-HRTimeline
Northwest Quadrant Wealth Management, L…1,335$320K0.07%new13F-HRTimeline
Strata Wealth Advisors, LLC1,328$318K0.1%+4813F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC1,328$318K0.16%013F-HRTimeline
Tumwater Wealth Management, LLC1,327$318K0.17%13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,325$318K0.07%new13F-HRTimelineGroup
Perissos Private Wealth Management, LLC1,320$316K0.24%+2513F-HRTimeline
Halter Ferguson Financial Inc.1,320$316K0.13%-5013F-HRTimeline
Kondo Wealth Advisors, Inc.1,319$316K0.16%13F-HRTimeline
Western Pacific Wealth Management, LP1,316$315K0.25%013F-HRTimeline
Sterling Manor Financial, LLC1,316$315K0.22%013F-HRTimeline
Fortress Wealth Management, Inc.1,316$315K0.15%013F-HRTimeline
Arcus Capital Partners, LLC1,571$315K0.1%+37813F-HRTimeline
Scarborough Advisors, LLC1,312$314K0.04%new13F-HRTimeline
Crane Advisory, LLC1,291$314K0.06%013F-HRTimeline
Avion Wealth1,310$313K0.08%+62413F-HRTimeline
PRING TURNER CAPITAL GROUP INC1,305$313K0.21%-2013F-HRTimeline
Resolute Advisors LLC1,305$313K0.06%new13F-HRTimeline
Dentgroup LLC1,300$312K0.24%-813F-HRTimeline
PARK CIRCLE Co1,300$312K0.28%013F-HRTimeline
Landing Point Financial Group, LLC1,130$311K0.24%13F-HRTimeline
USAdvisors Wealth Management, LLC1,301$311K0.1%-9113F-HRTimeline
PrairieView Partners, LLC1,300$311K0.03%+30013F-HRTimeline
AWM CAPITAL, LLC1,297$311K0.04%+10413F-HRTimeline
David Wealth Management LLC1,295$311K0.26%13F-HRTimeline
Integrity Wealth Solutions LLC1,296$311K0.17%+16713F-HRTimeline
Eaton-Cambridge Inc.1,294$310K0.14%+813F-HRTimeline
GOLDEN ROAD ADVISORS LLC1,292$310K0.23%-613F-HRTimeline
Valued Retirements, Inc.1,291$310K0.42%013F-HRTimeline
Cannon Wealth Management Services, LLC1,159$309K0.27%+2113F-HRTimeline
Tilson Financial Group, Inc.1,287$309K0.13%+3313F-HRTimeline
Sebold Capital Management, Inc.1,289$309K0.21%-14813F-HRTimeline
FOCUS Wealth Advisors, LLC1,286$308K0.16%013F-HRTimeline
Investment Planning Advisors, Inc.1,285$308K0.13%new13F-HRTimeline
Whitcomb & Hess, Inc.1,285$308K0.1%-6213F-HRTimeline
Wick Capital Partners, LLC1,284$308K0.09%-12113F-HR/ATimeline
CarsonAllaria Wealth Management, Ltd.1,282$307K0.18%-25413F-HRTimeline
Sage Capital Management, LLC1,278$306K0.15%-52513F-HRTimeline
Wiser Wealth Management, Inc1,277$306K0.09%+15713F-HRTimeline
Mezzasalma Advisors, LLC1,277$306K0.1%new13F-HRTimeline
Madrona Financial Services, LLC1,276$306K0.08%-4813F-HRTimeline
PRENTISS SMITH & CO INC1,269$304K0.2%013F-HRTimeline
Oregon Pacific Wealth Management, LLC1,259$302K0.3%13F-HRTimeline
Aspiring Ventures, LLC1,164$302K0.19%13F-HRTimeline
Silverberg Bernstein Capital Management…1,254$301K0.26%013F-HRTimeline
MPS Loria Financial Planners, LLC1,253$300K0.09%+113F-HRTimeline
CBIZ Investment Advisory Services, LLC1,251$300K0.01%-7313F-HRTimeline
Williams & Novak Wealth Management, LLC1,250$300K0.29%-1,15913F-HRTimeline
True Link Financial Advisors, LLC1,248$299K0.03%+5013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH1,247$299K0.09%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,247$298K0.09%+513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,243$298K0.19%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…1,241$298K0.14%+313F-HRTimeline
FMB WEALTH MANAGEMENT1,239$297K0.17%+413F-HRTimeline
Paul R. Ried Financial Group, LLC1,239$297K0.21%13F-HRTimeline
HBC Financial Services, PLLC1,238$296K0.18%+113F-HRTimeline
Coston, McIsaac & Partners1,238$296K0.09%013F-HRTimeline
Wrenne Financial Planning LLC1,234$296K0.17%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC520$295K0.26%13F-HRTimeline
Ballew Advisors, Inc1,204$294K0.19%+213F-HRTimeline
Clear Point Advisors Inc.1,224$293K0.25%-1113F-HRTimeline
FSA Advisors, Inc.1,223$293K0.36%-1,30513F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,223$293K0.22%+4213F-HRTimeline
Mountain Capital Investment Advisors In…1,130$293K0.06%-6913F-HRTimeline
Freedom Financial Partners LLC1,220$292K0.14%13F-HRTimeline
Fortis Group Advisors, LLC1,215$291K0.05%+91113F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,215$291K0.09%-20413F-HRTimeline
Quad-Cities Investment Group, LLC1,215$291K0.14%+113F-HRTimeline
Advisory Resource Group1,212$291K0.06%+5513F-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