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
Family Capital Management, Inc.	1,237	$303K	0.19%	new	13F-HR Timeline
Coston, McIsaac & Partners	1,238	$303K	0.09%	0	13F-HR Timeline
EntryPoint Capital, LLC	1,228	$301K	0.14%	new	13F-HR Timeline
USAdvisors Wealth Management, LLC	1,227	$301K	0.1%	-74	13F-HR Timeline
Tandem Investment Advisors, Inc.	1,222	$300K	0.01%	-1,212	13F-HR Timeline
Wealth Management Nebraskain group Wealth Management Nebraska	1,221	$300K	0.05%	+342	13F-HR Timeline Group
Geometric Wealth Advisors	1,221	$300K	0.05%	+19	13F-HR Timeline
Freedom Financial Partners LLC	1,216	$298K	0.14%	-4	13F-HR Timeline
MARSHALL FINANCIAL GROUP INC /ADV	1,215	$298K	0.09%	0	13F-HR Timeline
Corus Family Wealth Advisors	1,212	$297K	0.2%	+310	13F-HR Timeline
Flower City Capital	1,211	$297K	0.19%	0	13F-HR Timeline
Paul R. Ried Financial Group, LLC	1,211	$297K	0.21%	-28	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	1,202	$295K	0.09%	+17	13F-HR Timeline
Aspect Partners, LLC	1,202	$295K	0.17%	-7	13F-HR Timeline
Wrenne Financial Planning LLC	1,197	$294K	0.16%	-37	13F-HR Timeline
Quad-Cities Investment Group, LLC	1,196	$293K	0.14%	-19	13F-HR Timeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC	1,193	$293K	0.08%	-10	13F-HR Timeline
Capstone Wealth Management, LLC	1,191	$292K	0.29%	0	13F-HR Timeline
Tilson Financial Group, Inc.	1,190	$292K	0.12%	-97	13F-HR Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	1,190	$292K	0.06%	new	13F-HR Timeline
HILLTOP WEALTH ADVISORS, LLC	1,186	$291K	0.16%	+133	13F-HR Timeline
Conrad Siegel Investment Advisors, Inc.	1,184	$291K	0.07%	+53	13F-HR Timeline
Cannon Wealth Management Services, LLC	1,163	$290K	0.26%	+4	13F-HR Timeline
O'Brien Wealth Partners LLC	1,181	$290K	0.05%	+280	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	1,180	$289K	0.14%	-61	13F-HR Timeline
Leslie Global Wealth, LLC	1,178	$289K	0.14%	+27	13F-HR Timeline
Financial Advisory Corp	1,175	$288K	0.05%	+1	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	1,175	$288K	0.11%	0	13F-HR Timeline
IAG Wealth Partners, LLC	1,175	$288K	0.04%	0	13F-HR Timeline
Arista Wealth Management, LLC	1,175	$288K	0.07%	0	13F-HR Timeline
Ballew Advisors, Inc	1,219	$288K	0.19%	+15	13F-HR Timeline
Disciplined Investments, LLC	1,173	$288K	0.13%	+269	13F-HR Timeline
AIFG Consultants Ltd.	1,173	$288K	0.47%	0	13F-HR Timeline
Clear Point Advisors Inc.	1,171	$287K	0.26%	-53	13F-HR Timeline
ShoreHaven Wealth Partners, LLC	1,169	$287K	0.14%	+73	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	1,168	$287K	0.19%	+146	13F-HR Timeline
Prairie Wealth Advisors, Inc.	1,167	$286K	0.14%	+1	13F-HR Timeline
OMNI 360 Wealth, Inc.	1,166	$286K	0.19%	-45	13F-HR/A Timeline
Asset Allocation Strategies LLC	1,165	$286K	0.07%	-56	13F-HR Timeline
Significant Wealth Partners LLC	1,164	$286K	0.15%	+2	13F-HR Timeline
SATOVSKY ASSET MANAGEMENT LLC	1,146	$286K	0.06%	+10	13F-HR Timeline
Guardian Financial Partners, LLC	1,163	$285K	0.14%	-38	13F-HR Timeline
ZynergyRetirementPlanningLLC	1,189	$285K	0.2%	0	13F-HR Timeline
Sageworth Trust Co of South Dakota	1,160	$285K	0.34%	new	13F-HR Timeline
Hoese & Co LLP	1,160	$285K	0.25%	0	13F-HR Timeline
MTM FINANCIAL GROUP, LLC	1,157	$284K	0.17%	0	13F-HR Timeline
SHERBROOKE PARK ADVISERS LLC	1,151	$282K	0.13%	new	13F-HR Timeline
Paragon Capital Management LLC	1,150	$282K	0.16%	-324	13F-HR Timeline
Fidato Wealth LLC	1,149	$282K	0.22%	0	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	1,149	$282K	0.07%	+112	13F-HR Timeline Group
WEBSTERROGERS FINANCIAL ADVISORS, LLC	1,147	$282K	0.1%	0	13F-HR Timeline
Opes Wealth Management LLC	1,140	$280K	0.06%	+84	13F-HR Timeline
Human Investing LLC	1,136	$279K	0.05%	+91	13F-HR Timeline
Caerus Investment Advisors, LLC	1,133	$278K	0.27%	0	13F-HR Timeline
Quartz Partners, LLC	1,130	$277K	0.17%	+196	13F-HR Timeline
JDH Wealth Management, LLC	1,129	$277K	0.24%	0	13F-HR Timeline
ACT WEALTH MANAGEMENT, LLC	1,126	$276K	0.12%	-58	13F-HR Timeline
VanderPol Investments L.L.C.	1,121	$275K	0.58%	+10	13F-HR Timeline
Halter Ferguson Financial Inc.	1,118	$274K	0.15%	-202	13F-HR Timeline
Orgel Wealth Management, LLC	1,115	$274K	0.01%	-22	13F-HR Timeline
AUXIER ASSET MANAGEMENT LLC	1,115	$274K	0.04%	0	13F-HR Timeline
Skyline Advisors, Inc.	1,114	$273K	0.11%	-299	13F-HR Timeline
Stonehearth Capital Management, LLC	1,114	$273K	0.11%	0	13F-HR Timeline
Prairiewood Capital, LLC	1,113	$273K	0.11%	-94	13F-HR Timeline
Warburton Capital Management, LLC	1,115	$273K	0.2%	new	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	1,112	$273K	0.21%	+2	13F-HR Timeline
Parkwoods Wealth Partners, LLC	1,110	$272K	0.18%	0	13F-HR Timeline
Saudi Central Bank	1,108	$272K	1.44%	new	13F-HR Timeline
SIGNAL TREE FINANCIAL PARTNERS LLC	1,106	$271K	0.27%	+80	13F-HR Timeline
Nautilus Advisors LLC	1,105	$271K	0.22%	-20	13F-HR Timeline
WARNER FINANCIAL, INC	1,106	$271K	0.12%	new	13F-HR Timeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…	1,104	$271K	0.05%	+133	13F-HR Timeline
TPG Financial Advisors, LLC	1,101	$270K	0.12%	-48	13F-HR Timeline
East Coast Asset Management, LLC.	1,100	$270K	0.1%	+44	13F-HR Timeline
Mountain Capital Investment Advisors In…	1,100	$269K	0.06%	-30	13F-HR Timeline
Advisory Resource Group	1,093	$268K	0.05%	-119	13F-HR Timeline
MA Private Wealth	1,093	$268K	0.05%	0	13F-HR Timeline
Capital Market Strategies LLC	1,093	$268K	0.18%	-1,127	13F-HR Timeline
Stack Financial Management, Inc	1,091	$268K	0.02%	+93	13F-HR Timeline
Parkshore Wealth Management, Inc.	1,091	$268K	0.16%	-48	13F-HR Timeline
Mraz, Amerine & Associates, Inc.	1,100	$267K	0.05%	+59	13F-HR/A Timeline
Dash Acquisitions Inc.	1,015	$267K	0.06%	-32	13F-HR Timeline
Landing Point Financial Group, LLC	1,088	$267K	0.2%	-42	13F-HR Timeline
NOVUS ADVISORS, LLC	1,086	$266K	0.27%	-17	13F-HR Timeline
Austin Asset Management Co Inc	1,085	$266K	0.06%	+215	13F-HR Timeline
Curran Financial Partners, LLC	1,084	$266K	0.07%	new	13F-HR Timeline
Sebold Capital Management, Inc.	1,084	$266K	0.17%	-205	13F-HR Timeline
McClarren Financial Advisors, Inc.	1,154	$266K	0.18%	+69	13F-HR Timeline
Bellwether Advisors, LLC	1,083	$266K	0.06%	-40	13F-HR Timeline
TFO Wealth Partners, LLC	1,080	$265K	0.05%	new	13F-HR Timeline
Family Investment Center, Inc.	1,079	$265K	0.06%	-1,208	13F-HR Timeline
Veridan Wealth LLC	1,078	$264K	0.12%	+13	13F-HR Timeline
Tradewinds Capital Management, LLC	1,077	$264K	0.07%	0	13F-HR Timeline
Kelman-Lazarov, Inc.	1,075	$264K	0.05%	+57	13F-HR Timeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	1,075	$264K	0.15%	+3	13F-HR Timeline
CAPSTONE CAPITAL LLC	1,073	$263K	0.21%	-125	13F-HR Timeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…	1,073	$263K	0.12%	new	13F-HR Timeline Group
Newton One Investments LLC	1,070	$262K	0.09%	+5	13F-HR Timeline
Reliant Investment Management, LLC	1,068	$262K	0.14%	+157	13F-HR Timeline
EPIQ PARTNERS, LLC	1,068	$262K	0.14%	0	13F-HR Timeline
O'Connor Financial Group LLC	1,068	$262K	0.14%	+5	13F-HR Timeline
AAF Wealth Management, LLC	1,068	$262K	0.14%	-37	13F-HR Timeline
BAKER BOYER NATIONAL BANK	1,065	$261K	0.1%	-13	13F-HR Timeline
Templeton & Phillips Capital Management…	1,065	$261K	0.19%	0	13F-HR Timeline
New England Research & Management, Inc.	1,065	$261K	0.13%	0	13F-HR Timeline
Parkside Advisors LLC	1,064	$261K	0.06%	0	13F-HR Timeline
4J Wealth Management LLC	1,063	$261K	0.21%	+135	13F-HR Timeline
Life Planning Partners, Inc	1,062	$261K	0.24%	0	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	1,110	$260K	0.19%	-20	13F-HR Timeline
LPWM LLC	1,060	$260K	0.08%	-50	13F-HR Timeline
Lesa Sroufe & Co	1,061	$260K	0.26%		13F-HR Timeline
Traction Financial Partners, LLC	1,057	$259K	0.2%	-809	13F-HR Timeline
Hibernia Wealth Partners, LLC	1,055	$259K	0.18%	-2,518	13F-HR Timeline
Comprehensive Financial Management LLC	1,053	$258K	0.01%	0	13F-HR Timeline
ZEVIN ASSET MANAGEMENT LLC	1,050	$258K	0.04%	-462	13F-HR Timeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…	1,042	$256K	0.05%	0	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	1,040	$255K	0.06%	-69	13F-HR Timeline
Brueske Advisory Services, LLC	1,040	$255K	0.24%	-3	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	1,040	$255K	0.21%	-59	13F-HR Timeline
Longview Financial Advisors LLC	1,040	$255K	0.17%	-50	13F-HR Timeline
Ironsides Asset Advisors, LLC	1,031	$253K	0.07%	0	13F-HR Timeline
Jackson Wealth Management, LLC	1,026	$252K	0.03%	+43	13F-HR Timeline
Annandale Capital, LLC	1,026	$252K	0.05%	-49	13F-HR Timeline
FFG Partners, LLC	1,026	$252K	0.1%	new	13F-HR Timeline
Aspiring Ventures, LLC	1,005	$251K	0.14%	-159	13F-HR Timeline
Pacific Sage Partners, LLC	1,019	$250K	0.06%	-22	13F-HR Timeline
Lifestyle Asset Management, Inc.	1,017	$249K	0.14%	-66	13F-HR Timeline
Davidson Kahn Capital Management, LLC	1,017	$249K	0.19%	+175	13F-HR Timeline
Kure Advisory, LLC	1,015	$249K	0.19%		13F-HR Timeline
MAS Advisors LLC	1,012	$248K	0.38%	+1	13F-HR Timeline
Financial Guidance Group, Inc.	1,011	$248K	0.13%	+117	13F-HR Timeline
Wade Financial Advisory, Inc	1,010	$248K	0.08%	-34	13F-HR Timeline
PINNEY & SCOFIELD, INC.	1,010	$248K	0.18%	+200	13F-HR Timeline
Concentrum Wealth Management	1,007	$247K	0.09%	+67	13F-HR Timeline
SWP FINANCIAL LLC	1,007	$247K	0.15%	-52	13F-HR Timeline
V-Square Quantitative Management LLC	1,005	$247K	0.04%	+32	13F-HR Timeline
Kiker Wealth Management, LLC	1,003	$246K	0.17%	new	13F-HR Timeline
Richmond Investment Services, LLC	1,001	$245K	0.13%	-49	13F-HR Timeline
Financial Synergies Wealth Advisors, In…	1,000	$245K	0.03%	+10	13F-HR Timeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC	1,000	$245K	0.04%	0	13F-HR Timeline Group
StoneCrest Wealth Management, Inc.	1,000	$245K	0.16%	0	13F-HR Timeline
BOCHK Asset Management Ltd	1,000	$245K	0.14%	0	13F-HR Timeline
STONEBRIDGE CAPITAL MANAGEMENT INC	1,000	$245K	0.11%	0	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	996	$244K	0.23%	+129	13F-HR Timeline
Unconventional Investor, LLC	996	$244K	0.14%	0	13F-HR Timeline
McGrath & Associates, Inc.	996	$244K	0.45%	+81	13F-HR Timeline
WFA Asset Management Corp	1,216	$244K	0.13%	+152	13F-HR Timeline
Flagship Private Wealth, LLC	992	$243K	0.12%	+4	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	991	$243K	0.17%	+52	13F-HR Timeline
Sterling Manor Financial, LLC	990	$243K	0.17%	-326	13F-HR Timeline
Front Street Capital Management, Inc.	985	$242K	0.05%	-591	13F-HR Timeline
HRC WEALTH MANAGEMENT, LLC	986	$242K	0.15%	+28	13F-HR Timeline
WealthCollab, LLC	986	$242K	0.15%	+12	13F-HR Timeline
Boston Common Asset Management, LLC	984	$241K	0.01%	0	13F-HR Timeline
SIMS INVESTMENT MANAGEMENT, LLC	983	$241K	0.11%	new	13F-HR Timeline
ACT Advisors, LLC.	981	$241K	0.13%	-44	13F-HR Timeline
Wealth Watch Advisors, INC	975	$240K	0.2%	-388	13F-HR Timeline
PLANNING ALTERNATIVES LTD /ADV	976	$239K	0.04%	0	13F-HR Timeline
SFM, LLC d/b/a Sweeney Financial Adviso…	972	$238K	0.18%	new	13F-HR Timeline
Fusion Family Wealth, LLC	972	$238K	0.02%	+1	13F-HR Timeline
West Coast Financial LLC	967	$237K	0.03%	0	13F-HR Timeline
Ground Swell Capital, LLC	965	$237K	0.54%	new	13F-HR Timeline
Kropog Financial Group, LLC	964	$236K	0.22%	+4	13F-HR Timeline
Next Level Wealth Planning, LLC	962	$236K	0.18%	-40	13F-HR Timeline
AtlasMark Financial, Inc	962	$236K	0.22%	+12	13F-HR Timeline
RFG Holdings, Inc.	960	$236K	0.08%	+83	13F-HR Timeline
LifePlan Investment Advisors, Inc.	960	$235K	0.14%	0	13F-HR Timeline
Barnes Dennig Private Wealth Management…	959	$235K	0.36%		13F-HR Timeline
Comprehensive Money Management Services…	959	$235K	0.19%	+12	13F-HR Timeline
Ellis Investment Partners, LLC	958	$235K	0.05%	new	13F-HR Timeline
PFS Partners, LLC	955	$234K	0.12%	+1	13F-HR Timeline
WESTBOURNE INVESTMENTS, INC.	955	$234K	0.14%	-150	13F-HR Timeline
Astra Wealth Partners LLC	954	$234K	0.22%	+21	13F-HR Timeline
CHASE INVESTMENT COUNSEL CORP	957	$234K	0.09%	-49	13F-HR Timeline
CHECK CAPITAL MANAGEMENT INC/CA	952	$233K	0.02%	+11	13F-HR Timeline
Avant Capital LLC	952	$233K	0.19%	+5	13F-HR Timeline
Carroll Investors, Inc	956	$233K	0.16%	0	13F-HR Timeline
Timber Creek Capital Management LLC	950	$233K	0.06%	0	13F-HR Timeline
Treasure Coast Financial Planning	950	$233K	0.14%	0	13F-HR Timeline
Noble Family Wealth, LLC	950	$233K	0.06%	0	13F-HR Timeline
Magnolia Wealth Management, LLC	949	$233K	0.17%	0	13F-HR Timeline
Innovative Wealth Building LLC	943	$231K	0.21%	+87	13F-HR Timeline
Chris Bulman Inc	938	$230K	0.15%	+68	13F-HR Timeline
Ferguson Shapiro LLC	936	$230K	0.09%	-53	13F-HR Timeline
Blue Barn Wealth, LLC	936	$230K	0.12%	-13	13F-HR Timeline
CMH Wealth Management LLC	934	$229K	0.06%	-40	13F-HR Timeline
Conservest Capital Advisors, Inc.	933	$229K	0.02%	new	13F-HR Timeline
Spectrum Strategic Capital Management, …	932	$229K	0.14%	-1	13F-HR Timeline
Synergy Financial Group, LTD	931	$228K	0.21%	-13	13F-HR Timeline
MEMBERS WEALTH LLC	929	$228K	0.17%	+81	13F-HR Timeline
Beacon Harbor Wealth Advisors, Inc.	926	$227K	0.05%	0	13F-HR Timeline
Rock Point Advisors, LLC	926	$227K	0.07%	0	13F-HR Timeline
SANDER CAPITAL ADVISORS INC	925	$227K	0.12%	0	13F-HR Timeline
THEORY FINANCIAL LLC	925	$227K	0.1%	0	13F-HR Timeline
AdviceOne Advisory Services, LLC	924	$227K	0.19%	-31	13F-HR Timeline
PCG Wealth Advisors, LLC	924	$227K	0.08%	-209	13F-HR Timeline
Midwest Financial Group LLC	922	$226K	0.13%	+3	13F-HR Timeline
REAP Financial Group, LLC	920	$226K	0.06%	+368	13F-HR Timeline
Three Cord True Wealth Management, LLC	920	$226K	0.19%	+80	13F-HR Timeline
Leeward Financial Partners, LLC	920	$226K	0.08%	-7	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