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Disclosery

JPM JPMORGAN CHASE & CO

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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
McNamara Financial Services, Inc.2,192$645K0.12%-2213F-HRTimeline
Darwin Wealth Management, LLC2,183$642K0.2%+313F-HRTimeline
Dynamic Wealth Strategies, LLC2,181$642K0.37%+65413F-HRTimeline
Vilga Financial Planning LLC2,181$642K0.57%013F-HRTimeline
Oceanside Advisors LLC2,176$640K0.37%+9113F-HRTimeline
R. W. Roge & Company, Inc.2,176$640K0.31%-1513F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …2,175$640K0.05%+21813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.2,163$636K0.48%+313F-HRTimeline
R Squared Ltd2,160$635K0.35%+76113F-HRTimeline
Tenzing Financial LLC2,021$634K0.48%-1413F-HRTimeline
TABLEAUX LLC2,154$634K0.31%+1,26713F-HRTimeline
PENN DAVIS MCFARLAND INC2,150$632K0.06%-23013F-HRTimeline
Stonebridge Financial Planning Group, L…2,145$631K0.23%-10013F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,144$631K0.27%+1913F-HRTimeline
Waterford Advisors, LLC2,213$628K0.2%013F-HRTimeline
Flywheel Private Wealth LLC2,132$627K0.36%013F-HRTimeline
Integris Wealth Management, LLC2,128$626K0.14%-16513F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST2,126$625K0.24%13F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC2,114$622K0.45%new13F-HRTimeline
Centennial Wealth Advisory LLC2,109$621K0.15%-30113F-HRTimeline
Kelly Financial Services LLC2,102$618K0.15%+4913F-HRTimeline
Peterson Wealth Advisors, LLC2,092$615K0.08%-4313F-HRTimeline
LGL PARTNERS, LLC2,091$615K0.25%013F-HRTimeline
Encompass More Asset Management2,086$614K0.1%+7613F-HRTimeline
Greenfield Seitz Capital Management, LLC2,081$612K0.18%013F-HRTimeline
Vanguard Capital Wealth Advisors2,074$610K0.56%+813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealth Advisors Northwest LLC2,069$609K0.26%+613F-HRTimeline
Caerus Investment Advisors, LLC2,067$608K0.26%-22213F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC2,064$607K0.03%+20613F-HRTimelineGroup
Kondo Wealth Advisors, Inc.2,062$607K0.23%+70513F-HRTimeline
Signature Wealth Management Group2,063$607K0.23%013F-HRTimeline
Intelligence Driven Advisers, LLC2,063$607K0.11%-7413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,062$607K0.02%013F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC2,061$606K0.15%-13913F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,881$606K0.45%013F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC2,060$606K0.11%013F-HRTimeline
COWA, LLC2,059$606K0.16%-21313F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC2,059$606K0.54%013F-HRTimeline
Brightwater Advisory LLC2,058$605K0.4%-4813F-HRTimeline
Shira Ridge Wealth Management2,050$603K0.24%-1113F-HRTimeline
Rare Wolf Capital LLC2,048$602K0.39%013F-HRTimeline
Smallwood Wealth Investment Management,…2,043$601K0.32%+3513F-HRTimeline
Intrinsic Value Partners, LLC2,032$598K0.46%-14313F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/2,029$597K0.68%-2013F-HRTimeline
Lakewood Asset Management LLC2,026$596K0.38%-3413F-HRTimeline
Independent Family Office, LLC2,025$596K0.25%-17513F-HRTimeline
Jacobs Equity LLC2,019$594K0.53%-40013F-HRTimeline
Redwood Wealth Management Group, LLC2,018$594K0.26%+113F-HRTimeline
SIERRA OCEAN, LLC2,017$593K0.49%+2213F-HRTimeline
AWM CAPITAL, LLC2,016$593K0.05%-113F-HRTimeline
OLIO Financial Planning2,015$593K0.16%-4113F-HRTimeline
Councilor Wealth, LLC2,012$592K0.29%013F-HRTimeline
Widmann Financial Services, Inc.2,012$592K0.35%013F-HRTimeline
Apeiron RIA LLC2,009$591K0.14%+11013F-HRTimeline
CURA WEALTH ADVISORS, LLC2,005$590K0.26%-52613F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …2,004$589K0.33%+713F-HRTimeline
Wealth Watch Advisors, INC2,002$589K0.25%+36413F-HRTimeline
All Terrain Financial Advisors, LLC2,002$589K0.18%-55213F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT2,000$588K0.47%013F-HRTimeline
Birnam Oak Advisors, LP2,000$588K0.16%new13F-HRTimeline
Bauman Advisory Group, LLC1,994$587K0.41%-24313F-HRTimeline
Thayer Partners, LLC / MA1,994$587K0.28%+8813F-HRTimeline
One River Asset Management, LLC1,993$586K2%new13F-HRTimeline
Sterling Financial Planning, Inc.1,986$584K0.17%013F-HRTimeline
Sonoma Allocations LLC1,963$584K0.2%-25513F-HRTimeline
Westshore Wealth, LLC1,984$584K0.2%+6213F-HRTimeline
Horizon Family Wealth, Inc.1,982$583K0.31%+813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…1,981$583K0.2%-4513F-HRTimeline
Comprehensive Financial Planning, Inc./…1,979$582K0.4%+713F-HRTimeline
REAP Financial Group, LLC1,979$582K0.11%-38713F-HRTimeline
Denver PWM, LLC1,919$580K0.2%+17213F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC1,970$579K0.03%013F-HRTimeline
Kearns & Associates LLC1,967$579K0.31%013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,966$578K0.2%+84813F-HRTimeline
Milestone Asset Management Group, LLC1,965$578K0.34%+513F-HRTimeline
Pacific Sage Partners, LLC1,965$578K0.09%+84213F-HRTimeline
Bestgate Wealth Advisors, LLC1,965$578K1.04%-4613F-HRTimeline
Cedarwood Wealth LLC1,964$578K0.58%+26213F-HRTimeline
Junk Investment Group, LLC1,963$577K0.3%13F-HRTimeline
Stewardship Advisors, LLC1,961$577K0.13%-7313F-HRTimeline
Anderson Financial Strategies, LLC1,862$576K0.32%-20013F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,950$574K0.19%-4013F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC1,949$573K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,948$573K0.06%+11813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…1,946$572K0.45%+4613F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,945$572K0.12%013F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.1,934$569K0.54%+6413F-HRTimeline
LINCOLN CAPITAL CORP1,926$566K0.21%-2113F-HRTimeline
Eurizon SLJ Capital Ltd1,922$565K0.27%-1,89013F-HRTimeline
Sprinkle Financial Consultants LLC1,922$565K0.26%+313F-HRTimeline
BANYAN CAPITAL MANAGEMENT, INC.1,920$565K0.24%013F-HRTimeline
Verity Asset Management, Inc.1,918$564K0.24%+53313F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,915$563K0.2%-4913F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,902$559K0.55%013F-HRTimeline
Joel Adams & Associates, Inc.1,899$559K0.41%013F-HRTimeline
Foundation Wealth Management, LLC1,896$558K0.38%-8413F-HRTimeline
Horizon Investment Services, LLC1,894$557K0.19%+113F-HRTimeline
Rockbridge Investment Management, LCC1,894$557K0.05%+23313F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC1,892$557K0.21%013F-HRTimeline
ALKEME WEALTH, LLC1,889$556K0.23%+113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,887$555K0.15%-4613F-HRTimeline
Garton & Associates Financial Advisors …1,886$555K0.45%-5,57313F-HRTimeline
HFR Wealth Management, LLC1,886$555K0.14%-413F-HRTimeline
Walsh & Associates, LLC1,886$555K0.55%-4513F-HRTimeline
Hegarty Advisors, LLC1,883$554K0.44%013F-HRTimeline
Selective Wealth Management, Inc.1,787$553K0.16%+413F-HRTimeline
GreatBanc Trust CO1,874$551K0.39%-2013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,874$551K1.6%013F-HRTimeline
COOKE & BIELER LP1,872$551K0.01%013F-HRTimeline
Three Bridge Wealth Advisors, LLC1,870$550K0.15%-17013F-HRTimeline
Roth Financial Partners LLC1,868$549K0.19%-913F-HRTimeline
21 West Wealth Management LLC1,868$549K0.51%013F-HRTimeline
LifeGoal Investments, LLC1,860$549K0.31%+46813F-HRTimeline
Tradewinds Capital Management, LLC1,865$549K0.11%+813F-HRTimeline
W.H. Cornerstone Investments Inc.1,864$548K0.34%+313F-HRTimeline
Oxinas Partners, LLC1,864$548K0.25%+213F-HRTimeline
10Elms LLP1,864$548K0.35%+1,76413F-HRTimeline
Guilbault Capital LLC1,862$548K0.6%-5513F-HRTimeline
Asset Management Group, Inc.1,862$548K0.09%+12613F-HRTimeline
Atwater Malick LLC1,861$547K0.15%-1913F-HRTimeline
DHJJ Financial Advisors, Ltd.1,859$547K0.18%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,856$546K0.19%+2913F-HRTimeline
Reliant Investment Partners, LLC1,854$545K0.45%-64613F-HRTimeline
Clarus Wealth Advisors1,833$545K0.23%+35513F-HRTimeline
Gladwyn Financial Advisors, Inc.1,852$545K0.38%013F-HRTimeline
Independence Wealth Advisors, LLC1,852$545K0.29%+55813F-HRTimeline
Wilson & Boucher Capital Management, LLC1,852$545K0.36%+113F-HRTimeline
Fortress Financial Solutions, LLC1,849$544K0.57%+10113F-HRTimeline
Duncan Williams Asset Management, LLC1,848$544K0.15%-4713F-HRTimeline
Rather & Kittrell, Inc.1,847$543K0.08%-2213F-HRTimeline
Noble Wealth Management PBC1,847$543K0.28%-1913F-HRTimeline
Schiavi & Co LLC1,845$543K0.16%+1613F-HRTimeline
CogentBlue Wealth Advisors, LLC1,843$542K0.36%-8213F-HRTimeline
Gordian Advisors LLC1,841$542K0.36%013F-HRTimeline
Jupiter Wealth Management LLC1,804$542K0.21%013F-HRTimeline
Thoma Capital Management LLC1,841$542K0.32%-74713F-HRTimeline
American Financial Advisors, LLC1,835$540K0.07%+913F-HRTimeline
Southern Financial Group, LLC1,830$538K0.15%+1313F-HRTimeline
Warburton Capital Management, LLC1,736$538K0.26%+19713F-HRTimeline
Box Hill Private Wealth LLC1,828$538K0.53%+813F-HRTimeline
Integrated Capital Management, LLC1,820$535K0.23%+17213F-HRTimeline
CHASE INVESTMENT COUNSEL CORP1,821$535K0.14%+85213F-HRTimeline
First Growth Capital LLC1,810$535K0.49%013F-HRTimeline
Morling Financial Advisors, LLC1,814$534K0.16%-2913F-HRTimeline
Elm3 Financial Group, LLC1,811$533K0.45%+913F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…1,811$533K0.05%-16,28713F-HRTimeline
Midwest Financial Partners Investments,…1,809$532K0.28%013F-HRTimeline
Wright Wealth LLC1,803$530K0.35%-4013F-HRTimeline
Echo45 Advisors LLC1,800$529K0.3%-7113F-HRTimeline
Able Wealth Management LLC1,805$529K0.14%+14613F-HRTimeline
Argos Wealth Advisors, LLC1,797$529K0.15%+3113F-HRTimeline
CGC Financial Services, LLC1,794$528K0.15%-26713F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,793$527K0.39%+4013F-HRTimeline
Harbour Wealth Management Group, Inc.1,793$527K0.4%-6,07513F-HRTimeline
Allie Family Office LLC1,791$527K0.23%+10013F-HR/ATimeline
Foundation Wealth Management, LLC\PA1,780$524K0.18%+4813F-HRTimeline
Sanchez Levi Garrett1,779$523K0.33%13F-HRTimeline
North Forty Two & Co.1,779$523K0.48%-9013F-HRTimeline
Innova Wealth Partners1,778$523K0.25%-16013F-HRTimeline
Tower Wealth Partners, Inc.1,778$523K0.29%013F-HRTimeline
Delta Wealth Advisors LLC1,776$523K0.4%+5713F-HRTimeline
Sanchez Wealth Management Group1,774$522K0.11%+2613F-HRTimeline
Townsend & Associates, Inc1,661$520K0.04%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,766$519K0.19%013F-HRTimeline
Ledgewood Wealth Advisors, LLC1,760$518K0.29%013F-HRTimeline
MMA ASSET MANAGEMENT LLC1,760$518K0.18%-4313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,756$517K0.01%-79,17113F-HRTimelineGroup
Cushing Capital Partners, LLC1,755$516K0.4%-3513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,753$516K0.17%+5313F-HRTimeline
GOLDEN ROAD ADVISORS LLC1,752$515K0.3%+15613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC1,751$515K0.07%+5313F-HRTimeline
Sage Capital Advisors,llc1,748$514K0.12%+613F-HRTimeline
Wallace Advisory Group, LLC1,745$513K0.55%+1313F-HRTimeline
Storgate, LLC1,737$511K0.4%+1913F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,734$510K0.38%-93913F-HRTimeline
SOMERVILLE KURT F1,731$509K0.13%-58213F-HRTimeline
ADG Wealth Management Group, LLC1,729$509K0.35%+24613F-HRTimeline
Columbus Macro, LLC1,729$509K0.05%-2913F-HRTimeline
Silver Oak Advisory Group, Inc.1,729$508K0.22%013F-HRTimeline
Walker Financial Services, Inc.1,727$508K0.17%+4813F-HRTimeline
Nova R Wealth, Inc.1,725$507K0.16%+3613F-HRTimeline
KWMG, LLC1,724$507K0.04%-1813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,720$506K0.13%+413F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,720$506K0.11%-32113F-HRTimeline
Battery Global Advisors, LLC1,718$505K0.27%+1,65513F-HRTimeline
Yoder Wealth Management, Inc.1,718$505K0.23%+8913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,717$505K0.15%-6513F-HRTimeline
Defender Capital, LLC.1,716$505K0.18%013F-HRTimeline
Noble Family Wealth, LLC1,715$504K0.1%013F-HR/ATimeline
Houlihan Financial Resource Group, Ltd.1,715$504K0.2%013F-HRTimeline
RM Financial Services, LLC1,711$503K0.43%013F-HRTimeline
North Ridge Wealth Advisors, Inc.1,710$503K0.28%013F-HRTimeline
New Perspectives, Inc1,704$501K0.17%+113F-HRTimeline
Jackson Creek Investment Advisors LLC1,699$500K0.15%-813F-HRTimeline
Ares Financial Consulting, LLC1,693$500K0.39%+37713F-HRTimeline
WT Wealth Management1,698$500K0.15%-7413F-HRTimeline
Tribridge Partners Financial LLC1,691$498K0.21%+50013F-HRTimeline
Garner Asset Management Corp1,693$498K0.2%+1213F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,690$497K0.3%+12013F-HRTimeline
James Reed Financial Services, Inc.1,684$495K0.43%013F-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