JPM JPMORGAN CHASE & CO

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.
Owner	Date	Shares	Price	Filing
BURKE STEPHEN Bdirector	2026-10-14	-30,000 G	$0	Form 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.

Holder	Shares	Value	% of portfolio	Change	Source
Morey & Quinn Wealth Partners, LLC	1,626	$399K	0.33%	+138	13F-HR Timeline
Solano Wealth Investment Advisors LLC	1,625	$399K	0.25%	-1	13F-HR Timeline
Flaharty Asset Management, LLC	1,625	$399K	0.06%	-100	13F-HR Timeline
Petix & Botte Co	1,616	$396K	0.1%	0	13F-HR Timeline
Physician Wealth Advisors, Inc.	1,605	$394K	0.07%	-6	13F-HR Timeline
Private Capital Advisors, Inc.	1,600	$392K	0.05%	0	13F-HR Timeline
CWC Advisors, LLC.	1,599	$392K	0.22%	new	13F-HR Timeline
Wealth Quarterback LLC	1,594	$391K	0.22%	-31	13F-HR Timeline
Swan Global Investments, LLCin group Swan Global Investments, LLC	1,593	$391K	0.02%	+465	13F-HR Timeline Group
New Perspectives, Inc	1,593	$391K	0.21%	0	13F-HR Timeline
EDMP, INC.	1,589	$390K	0.33%	-56	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	1,589	$390K	0.1%	-28	13F-HR Timeline
FUTURE YOU WEALTH LLC	1,587	$389K	0.25%	-28	13F-HR Timeline
Shilanski & Associates, Inc.	1,582	$388K	0.12%	-9	13F-HR Timeline
CURA WEALTH ADVISORS, LLC	1,580	$388K	0.16%	+506	13F-HR Timeline
Elite Life Management LLC	1,576	$386K	1.21%	+38	13F-HR Timeline
Seelaus Asset Management LLC	1,574	$386K	0.37%	-20	13F-HR Timeline
PRUDENT INVESTORS NETWORK, INC.	1,572	$386K	0.11%	0	13F-HR Timeline
Gitterman Wealth Management, LLC	1,568	$385K	0.1%	+11	13F-HR Timeline
GK Wealth Management LLC	1,568	$385K	0.48%	-106	13F-HR/A Timeline
Independent Wealth Network Inc.	1,565	$384K	0.15%	-168	13F-HR Timeline
Fulcrum Equity Management	1,565	$384K	0.42%	-13	13F-HR Timeline
Kendall Capital Management	1,561	$383K	0.11%	0	13F-HR Timeline
RAM Investment Partners, LLC	1,561	$383K	0.09%	+94	13F-HR Timeline
PLANNING DIRECTIONS INC	1,560	$383K	0.16%	new	13F-HR Timeline
Freedom Day Solutions, LLC	1,556	$382K	0.12%	-510	13F-HR Timeline
BOURNE LENT ASSET MANAGEMENT INC	1,550	$380K	0.16%	0	13F-HR Timeline
Fearless Solutions, LLC dba Best Invest	1,550	$380K	0.3%	+17	13F-HR Timeline
Ridgepath Capital Management LLC	1,547	$380K	0.18%	+6	13F-HR Timeline
Sterling Financial Group, Inc.	1,547	$379K	0.14%	-112	13F-HR Timeline
Acorns Advisers, LLC	1,547	$379K	<0.01%	+100	13F-HR Timeline
Betterment LLC	1,545	$379K	<0.01%	-286	13F-HR Timeline
Jupiter Wealth Management LLC	1,429	$379K	0.23%	+387	13F-HR Timeline
Cannon Financial Strategists, Inc.	1,542	$378K	0.06%	0	13F-HR Timeline
MontVue Capital Management, Inc.	1,541	$378K	0.3%	0	13F-HR Timeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors	1,540	$378K	0.22%	-519	13F-HR Timeline Group
New Century Financial Group, LLC	1,539	$378K	0.44%	-4,751	13F-HR Timeline
VELA Investment Management, LLC	1,537	$377K	0.13%	0	13F-HR Timeline
Lutz Financial Services LLC	1,528	$375K	0.03%	-43	13F-HR Timeline
Ascension Capital Advisors, Inc.	1,520	$373K	0.17%	0	13F-HR Timeline
Yeomans Consulting Group, Inc.	1,518	$372K	0.14%	+52	13F-HR Timeline
Baskin Financial Services Inc.	1,518	$372K	0.03%	-136	13F-HR Timeline
AVALON CAPITAL MANAGEMENT	1,516	$372K	0.11%	0	13F-HR Timeline
Hobbs Group Advisors, LLC	1,512	$371K	0.14%	-6	13F-HR Timeline
Index Fund Advisors, Inc.	1,511	$371K	0.02%	-1,368	13F-HR Timeline
BARINGS LLCin group BARINGS LLC	1,511	$371K	0.01%	-318	13F-HR Timeline Group
Sage Financial Management Group, Inc.	1,507	$370K	0.13%	0	13F-HR Timeline
MUIRFIELD WEALTH ADVISORS LLC	1,507	$370K	0.31%	+14	13F-HR Timeline
Clientfirst Wealth Management, LLC	1,504	$369K	0.42%	0	13F-HR Timeline
RS CRUM INC.	1,503	$369K	0.1%	-3	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	1,503	$369K	0.07%	-137	13F-HR Timeline
HENDLEY & CO INC	1,500	$368K	0.13%	new	13F-HR Timeline
COLRAIN CAPITAL LLC	1,500	$368K	0.31%	0	13F-HR Timeline
Highlander Partners, L.P.	1,500	$368K	0.23%	0	13F-HR Timeline
Monument Group Wealth Advisors, LLC	1,500	$368K	0.26%	0	13F-HR Timeline
Boyd Wealth Management, LLC	1,498	$367K	0.18%	0	13F-HR Timeline
MAINSAIL ASSET MANAGEMENT, LLC	1,498	$367K	0.25%	+104	13F-HR Timeline
Seed Wealth Management, Inc.	1,496	$367K	0.3%	0	13F-HR Timeline
Prepared Retirement Institute LLC	1,495	$367K	0.23%	-409	13F-HR Timeline
KRAEMATON INVESTMENT ADVISORS, INC	1,486	$365K	0.37%	-3	13F-HR Timeline
Cambridge Financial Group, LLC	1,484	$364K	0.15%	0	13F-HR Timeline
Advanced Portfolio Management, LLC	1,478	$363K	0.73%	new	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	1,474	$362K	0.05%	0	13F-HR Timeline
BlueStem Wealth Partners, LLC	1,468	$360K	0.05%	+31	13F-HR Timeline
Wise Wealth Partners	1,465	$359K	0.86%	+7	13F-HR Timeline
Everest Private Wealth	1,464	$359K	0.33%	+97	13F-HR Timeline
Redwood Financial Network Corp	1,461	$358K	0.27%	+25	13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	1,459	$358K	0.12%	-5,115	13F-HR/A Timeline
Freestate Advisors LLC	1,458	$358K	0.35%	+1	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	1,458	$358K	0.32%	-8	13F-HR Timeline
Dynamic Wealth Strategies, LLC	1,458	$358K	0.3%	+11	13F-HR Timeline
Uptown Financial Advisors LLC	1,458	$358K	0.37%	0	13F-HR Timeline
Lighthouse Financial LLC	1,457	$357K	0.31%	+8	13F-HR Timeline
MITCHELL & PAHL PRIVATE WEALTH, LLC	1,453	$356K	0.17%	0	13F-HR Timeline
Avid Wealth Partners LLC	1,453	$356K	0.24%	+264	13F-HR Timeline
DDD Partners, LLC	1,451	$356K	0.04%	+35	13F-HR Timeline
Gibson Capital, LLC	1,446	$355K	0.07%	+84	13F-HR/A Timeline
Rather & Kittrell, Inc.	1,442	$354K	0.08%	+32	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	1,442	$354K	0.07%	0	13F-HR Timeline
Saxony Capital Management, LLC	1,438	$353K	0.31%	+254	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	1,438	$353K	0.15%	+16	13F-HR Timeline
WorthPointe, LLC	1,435	$352K	0.16%	-111	13F-HR Timeline
Covestor Ltd	1,429	$351K	0.23%	-60	13F-HR Timeline
EAGLE CAPITAL MANAGEMENT LLC	1,429	$351K	<0.01%	+320	13F-HR Timeline
Hobbs Wealth Management, LLC	1,428	$350K	0.39%	+6	13F-HR/A Timeline
New England Professional Planning Group…	1,427	$350K	0.17%	-104	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	1,427	$350K	0.13%	+6	13F-HR Timeline
Trevian Wealth Management LLC	1,428	$350K	0.25%	-83	13F-HR Timeline
Horizon Investment Services, LLC	1,426	$350K	0.17%	-25	13F-HR Timeline
Heritage Wealth Management, Inc./Texas	1,423	$349K	0.2%	+1	13F-HR Timeline
Clarus Wealth Advisors	1,485	$348K	0.19%	+498	13F-HR Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	1,416	$347K	0.09%	new	13F-HR/A Timeline
J HAGAN CAPITAL, INC.	1,449	$347K	0.28%		13F-HR Timeline
CLARK FINANCIAL SERVICES GROUP INC …	1,415	$347K	0.24%	+192	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	1,414	$347K	0.12%	-66	13F-HR Timeline
Lakeside Advisors, INC.	1,414	$347K	0.23%	-45	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	1,412	$346K	0.25%	+21	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	1,410	$346K	0.13%	+14	13F-HR Timeline
Lavaca Capital LLC	1,407	$345K	0.16%	-190	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	1,407	$345K	0.1%	-14	13F-HR Timeline
Legacy PCG, LLC	1,403	$344K	0.24%	0	13F-HR Timeline
STERLING INVESTMENT MANAGEMENT, LLC	1,398	$343K	0.24%	0	13F-HR Timeline
CHIRON CAPITAL MANAGEMENT, LLC	1,398	$343K	0.31%	0	13F-HR Timeline
Cascade Wealth Advisors, Inc	1,468	$342K	0.24%	0	13F-HR Timeline
ACAS, LLC	1,385	$342K	0.26%	+105	13F-HR Timeline
CHELSEA COUNSEL CO	1,392	$341K	0.19%	0	13F-HR Timeline
Able Wealth Management LLC	1,390	$341K	0.2%	+2	13F-HR Timeline
Bullseye Investment Management, LLC	1,388	$341K	0.21%	new	13F-HR Timeline
Northern Capital Management, Inc.	1,385	$340K	0.22%	0	13F-HR Timeline
Sicart Associates LLC	1,385	$340K	0.12%	0	13F-HR Timeline
Oregon Pacific Wealth Management, LLC	1,380	$339K	0.34%	+121	13F-HR Timeline
Frederick Financial Consultants, LLC	1,379	$338K	0.24%	+259	13F-HR Timeline
Towerpoint Wealth, LLC	1,379	$338K	0.17%	-102	13F-HR Timeline
Valued Retirements, Inc.	1,376	$338K	0.44%	+85	13F-HR Timeline
Avondale Wealth Management	1,375	$337K	0.21%	0	13F-HR Timeline
Plotkin Financial Advisors, LLC	1,375	$337K	0.21%	+10	13F-HR Timeline
Custos Family Office, LLC	1,372	$337K	0.12%	+234	13F-HR Timeline
Entruity Wealth, LLC	1,370	$336K	0.32%	0	13F-HR Timeline
Mezzasalma Advisors, LLC	1,370	$336K	0.12%	+93	13F-HR Timeline
CUMBERLAND ADVISORS INC	1,367	$335K	0.15%	+17	13F-HR Timeline
Vantage Point Financial LLC	1,367	$335K	0.17%	+295	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	1,674	$335K	0.14%	+1	13F-HR Timeline
CBIZ Investment Advisory Services, LLC	1,366	$335K	0.02%	+115	13F-HR/A Timeline
OAK RIDGE INVESTMENTS LLC	1,365	$335K	0.03%	0	13F-HR Timeline
IMG Wealth Management, Inc.	1,363	$334K	0.3%	+9	13F-HR Timeline
Thrive Capital Management, LLC	1,360	$333K	0.2%	new	13F-HR Timeline
EWG Elevate Inc.	1,358	$333K	0.13%	-42	13F-HR Timeline
Arcus Capital Partners, LLC	1,358	$333K	0.13%	-213	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	1,358	$333K	0.09%	new	13F-HR Timeline Group
BLACK POINT WEALTH MANAGEMENT	1,356	$333K	1.92%	-744	13F-HR Timeline
HANOVER ADVISORS INC	1,355	$332K	0.14%	+147	13F-HR Timeline
FOCUS Wealth Advisors, LLC	1,355	$332K	0.18%	+69	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	1,353	$332K	0.03%	+252	13F-HR Timeline
Defined Financial Planning LLC	1,362	$332K	0.34%	+166	13F-HR Timeline
Grantvest Financial Group LLC	1,352	$332K	0.27%	-253	13F-HR Timeline
Kondo Wealth Advisors, Inc.	1,351	$331K	0.16%	+32	13F-HR Timeline
James Reed Financial Services, Inc.	1,351	$331K	0.37%	0	13F-HR Timeline
PrairieView Partners, LLC	1,350	$331K	0.03%	+50	13F-HR Timeline
Whipplewood Advisors, LLC	9,539	$330K	0.24%	+8,194	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	1,345	$330K	0.15%	0	13F-HR Timeline
Yoder Wealth Management, Inc.	1,345	$330K	0.19%	-91	13F-HR Timeline
Greenspring Advisors, LLC	1,342	$329K	0.08%	-117	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	1,341	$329K	0.26%	-140	13F-HR Timeline
MBB PUBLIC MARKETS I LLC	1,341	$329K	0.04%	-21,790	13F-HR/A Timeline
Northwest Quadrant Wealth Management, L…	1,339	$328K	0.08%	+4	13F-HR Timeline
Strata Wealth Advisors, LLC	1,338	$328K	0.1%	+10	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	1,338	$328K	0.15%	0	13F-HR Timeline
US FINANCIAL ADVISORS, LLC	1,335	$327K	0.1%	new	13F-HR Timeline
Wiser Wealth Management, Inc	1,334	$327K	0.09%	+57	13F-HR Timeline
INSTRUMENTAL WEALTH, LLC	1,343	$327K	0.3%	-33	13F-HR Timeline
Tumwater Wealth Management, LLC	1,327	$326K	0.17%	0	13F-HR Timeline
Perissos Private Wealth Management, LLC	1,320	$324K	0.3%	0	13F-HR Timeline
Western Pacific Wealth Management, LP	1,316	$323K	0.29%	0	13F-HR Timeline
Stone House Investment Management, LLC	1,313	$322K	0.07%	+330	13F-HR Timeline
Denver PWM, LLC	1,311	$322K	0.12%	+688	13F-HR Timeline
Cutler Capital Management, LLC	1,310	$321K	0.11%	+122	13F-HR Timeline
LOUNTZIS ASSET MANAGEMENT, LLC	1,308	$320K	0.12%	-59	13F-HR Timeline
PRING TURNER CAPITAL GROUP INC	1,305	$320K	0.2%	0	13F-HR Timeline
PARK CIRCLE Co	1,300	$319K	0.28%	0	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,300	$319K	0.22%	-190	13F-HR Timeline
Live Oak Investment Partners	1,299	$319K	0.25%	new	13F-HR Timeline
Integrity Wealth Solutions LLC	1,297	$318K	0.17%	+1	13F-HR Timeline
ADG Wealth Management Group, LLC	1,293	$317K	0.3%	+172	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	1,291	$317K	0.06%	-732	13F-HR Timeline
Whitcomb & Hess, Inc.	1,290	$317K	0.1%	+5	13F-HR Timeline
ENZI WEALTH	1,292	$316K	0.13%	-12	13F-HR Timeline
David Wealth Management LLC	1,287	$316K	0.26%	-8	13F-HR Timeline
Eaton-Cambridge Inc.	1,286	$315K	0.14%	-8	13F-HR Timeline
Dentgroup LLC	1,284	$315K	0.24%	-16	13F-HR Timeline
Williams & Novak Wealth Management, LLC	1,293	$315K	0.31%	+43	13F-HR Timeline
Wick Capital Partners, LLC	1,284	$315K	0.09%	0	13F-HR Timeline
Sage Capital Management, LLC	1,282	$314K	0.17%	+4	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	1,282	$314K	0.16%	-253	13F-HR Timeline
Keener Financial Planning LLC	1,282	$314K	0.2%	-300	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	1,280	$314K	0.1%	+33	13F-HR Timeline
Avion Wealth	1,310	$313K	0.08%	0	13F-HR Timeline
Madrona Financial Services, LLC	1,275	$313K	0.09%	-1	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	1,275	$313K	0.24%	-17	13F-HR Timeline
VERUS WEALTH MANAGEMENT, LLC	1,275	$313K	0.34%	-119	13F-HR Timeline
Investment Planning Advisors, Inc.	1,273	$312K	0.13%	-12	13F-HR Timeline
Austin Wealth Management, LLC	1,276	$312K	0.06%	+189	13F-HR Timeline
PRENTISS SMITH & CO INC	1,269	$311K	0.2%	0	13F-HR Timeline
Richardson Capital Management LLC	1,266	$311K	0.19%	+1,074	13F-HR Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	1,266	$311K	0.08%	+216	13F-HR Timeline
Iron Horse Wealth Management, LLC	1,266	$310K	0.1%	+101	13F-HR Timeline
Retireful, LLC	1,278	$310K	0.3%	-95	13F-HR Timeline
Bellecapital International Ltd.	1,263	$310K	0.06%	+140	13F-HR Timeline
Global Wealth Strategies & Associates	1,263	$310K	0.09%	+127	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	1,261	$309K	0.11%	+305	13F-HR Timeline
Verity Asset Management, Inc.	1,257	$308K	0.13%	-25	13F-HR Timeline
MPS Loria Financial Planners, LLC	1,255	$308K	0.09%	+2	13F-HR Timeline
Silverberg Bernstein Capital Management…	1,254	$308K	0.29%	0	13F-HR Timeline
WPWealth LLP	1,253	$307K	0.06%	-741	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	1,249	$307K	0.18%	-33	13F-HR Timeline
Essential Planning, LLC.	1,246	$306K	0.12%	-83,642	13F-HR Timeline
FMB WEALTH MANAGEMENT	1,244	$305K	0.17%	+5	13F-HR Timeline
25 LLC	1,244	$305K	0.13%	+150	13F-HR Timeline
Crane Advisory, LLC	1,291	$305K	0.06%	0	13F-HR Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	1,242	$305K	0.21%	-1	13F-HR Timeline
Fortis Advisors, LLC	1,238	$304K	0.2%	+157	13F-HR Timeline

Events

BURKE STEPHEN B disposed of 30,000 JPM shares on 2026-10-14, Form 4 filed 2026-10-15. 0001225208-26-008428
Accepted 2026-10-15 22:47:28 UTC, ingested 2026-10-15 22:48:10 UTC