JPM JPMORGAN CHASE & CO

COM (common), issuer CIK 19617

4,695 managers (4,764 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,722,398 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers: 4,695
13F filers: 4,764
New: 126
Added: 1,948
Reduced: 2,122
Sold out: 99
Shares held by filers: 1,960,722,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PRENTISS SMITH & CO INC	1,214	$383K	0.22%	-55	13F-HR Timeline
Valued Retirements, Inc.	1,319	$382K	0.43%	0	13F-HR Timeline
Blue Barn Wealth, LLC	1,212	$382K	0.17%	-68	13F-HR Timeline
Flower City Capital	1,211	$382K	0.21%	0	13F-HR Timeline
Williams & Novak Wealth Management, LLC	1,199	$378K	0.29%	+6	13F-HR Timeline
Human Investing LLC	1,198	$378K	0.06%	+59	13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	1,196	$377K	0.11%	+143	13F-HR/A Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	1,193	$376K	0.06%	+1	13F-HR Timeline
Cutler Capital Management, LLC	1,188	$375K	0.12%	0	13F-HR Timeline
PMG Family Office LLC	1,187	$374K	0.42%		13F-HR Timeline
New Harbor Financial Group, LLC	1,186	$374K	0.08%	+371	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	1,186	$374K	0.15%	+2	13F-HR Timeline
VanderPol Investments L.L.C.	1,240	$373K	0.72%	+161	13F-HR Timeline
Precision Wealth Strategies, LLC	1,178	$372K	0.12%	-170	13F-HR Timeline
Financial Advisory Corp	1,178	$372K	0.05%	+1	13F-HR Timeline
Ballew Advisors, Inc	1,229	$371K	0.21%	+8	13F-HR Timeline
SATOVSKY ASSET MANAGEMENT LLC	1,173	$370K	0.07%	+4	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	1,177	$370K	0.24%	+20	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	1,172	$370K	0.07%	-156	13F-HR Timeline
Sicart Associates LLC	1,172	$370K	0.1%	-213	13F-HR Timeline
Quad-Cities Investment Group, LLC	1,170	$369K	0.16%	-15	13F-HR Timeline
Conrad Siegel Investment Advisors, Inc.	1,168	$369K	0.08%	+7	13F-HR Timeline
Asset Allocation Strategies LLC	1,168	$369K	0.07%	+1	13F-HR Timeline
AIFG Consultants Ltd.	1,167	$368K	0.65%	-393	13F-HR Timeline
Tandem Investment Advisors, Inc.	1,168	$368K	0.01%	+234	13F-HR Timeline
Cannon Wealth Management Services, LLC	1,166	$368K	0.28%	0	13F-HR Timeline
LifeGoal Investments, LLC	1,165	$367K	0.31%	+77	13F-HR Timeline
BLVD Private Wealth, LLC	1,164	$367K	0.31%	0	13F-HR Timeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…	1,163	$367K	0.05%	0	13F-HR Timeline Group
Tribridge Partners Financial LLC	1,191	$366K	0.17%	0	13F-HR Timeline
Wrenne Financial Planning LLC	1,159	$366K	0.16%	0	13F-HR Timeline
MTM FINANCIAL GROUP, LLC	1,157	$365K	0.18%	0	13F-HR Timeline
Significant Wealth Partners LLC	1,156	$365K	0.18%	+2	13F-HR Timeline
OMNI 360 Wealth, Inc.	1,155	$364K	0.2%	-12	13F-HR Timeline
V. M. MANNING & CO., INC.	1,201	$363K	0.33%	0	13F-HR Timeline
Verity Asset Management, Inc.	1,152	$363K	0.12%	-95	13F-HR Timeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.	1,149	$362K	0.01%	-19,106	13F-HR Timeline Group
WEBSTERROGERS FINANCIAL ADVISORS, LLC	1,147	$362K	0.11%	0	13F-HR Timeline
WPWealth LLP	1,147	$362K	0.06%	-49	13F-HR Timeline
Saudi Central Bank	1,147	$362K	0.01%	-3	13F-HR Timeline
Western Pacific Wealth Management, LP	1,146	$362K	0.35%	0	13F-HR Timeline
FOCUS Wealth Advisors, LLC	1,145	$361K	0.17%	-141	13F-HR Timeline
JDH Wealth Management, LLC	1,141	$360K	0.26%	0	13F-HR Timeline
IAG Wealth Partners, LLC	1,140	$360K	0.04%	-35	13F-HR Timeline
SFM, LLC d/b/a Sweeney Financial Adviso…	1,140	$360K	0.21%	+95	13F-HR Timeline
Halter Ferguson Financial Inc.	1,139	$359K	0.09%	-54	13F-HR Timeline
Avion Wealth	1,136	$358K	0.08%	+109	13F-HR Timeline
Arrowroot Family Office, LLC	1,133	$357K	0.14%	+64	13F-HR Timeline
Stone House Investment Management, LLC	1,131	$357K	0.06%	+86	13F-HR Timeline
O'Connor Financial Group LLC	1,129	$356K	0.15%	+19	13F-HR Timeline
Ironsides Asset Advisors, LLC	1,126	$355K	0.09%	0	13F-HR Timeline
ACT Advisors, LLC.	1,123	$354K	0.14%	+20	13F-HR Timeline
STEVENS CAPITAL PARTNERS	1,122	$354K	0.11%	+201	13F-HR Timeline
HILLTOP WEALTH ADVISORS, LLC	1,121	$354K	0.18%	+9	13F-HR Timeline
Disciplined Investments, LLC	1,120	$353K	0.14%	-15	13F-HR Timeline
Bellwether Advisors, LLC	1,120	$353K	0.06%	+63	13F-HR Timeline
LOUNTZIS ASSET MANAGEMENT, LLC	1,116	$352K	0.11%	-100	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	1,115	$352K	0.2%	+1	13F-HR Timeline
Orgel Wealth Management, LLC	1,115	$352K	0.01%	-11	13F-HR Timeline
AUXIER ASSET MANAGEMENT LLC	1,115	$352K	0.05%	0	13F-HR Timeline
Allegiance Financial Group Advisory Ser…	1,115	$352K	0.08%	+155	13F-HR Timeline
Stonehearth Capital Management, LLC	1,114	$351K	0.14%	0	13F-HR Timeline
Johnson Wealth Management, LLC	1,114	$351K	0.19%		13F-HR Timeline
Landing Point Financial Group, LLC	1,112	$351K	0.18%	-21	13F-HR Timeline
Wealth Watch Advisors, INC	1,109	$350K	0.14%	-59	13F-HR Timeline
Curran Financial Partners, LLC	1,107	$349K	0.07%	-188	13F-HR Timeline
Jackson Wealth Management, LLC	1,107	$349K	0.03%	-1,790	13F-HR Timeline
WARNER FINANCIAL, INC	1,106	$349K	0.13%	0	13F-HR Timeline
Fermata Advisors, LLC	1,105	$349K	0.09%	-325	13F-HR Timeline
JFG Wealth Management, LLC	1,101	$347K	0.07%	+240	13F-HR Timeline
USAdvisors Wealth Management, LLC	1,100	$347K	0.12%	-13	13F-HR Timeline
Ehrenkranz Partners L.P.	1,100	$347K	0.3%		13F-HR Timeline
TPG Financial Advisors, LLC	1,100	$347K	0.13%	0	13F-HR Timeline
MA Private Wealth	1,100	$347K	0.06%	+7	13F-HR Timeline
Financial Synergies Wealth Advisors, In…	1,099	$347K	0.04%	-153	13F-HR Timeline
Paul R. Ried Financial Group, LLC	1,095	$345K	0.17%	-145	13F-HR Timeline
Nautilus Advisors LLC	1,095	$345K	0.23%	-12	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	1,110	$345K	0.2%	0	13F-HR Timeline
Brueske Advisory Services, LLC	1,093	$345K	0.19%	+42	13F-HR Timeline
McClarren Financial Advisors, Inc.	1,300	$345K	0.21%	+209	13F-HR Timeline
CAPSTONE CAPITAL LLC	1,091	$344K	0.23%	+18	13F-HR Timeline
Parkshore Wealth Management, Inc.	1,091	$344K	0.14%	0	13F-HR Timeline
New England Research & Management, Inc.	1,089	$344K	0.16%	0	13F-HR Timeline
IMPACTfolio, LLC	1,089	$344K	0.15%	new	13F-HR Timeline
Skyline Advisors, Inc.	1,086	$343K	0.12%	0	13F-HR Timeline
Newton One Investments LLC	1,081	$341K	0.1%	+5	13F-HR Timeline
Bullseye Investment Management, LLC	1,388	$341K	0.21%	0	13F-HR Timeline
Rochester Wealth Strategies, LLC	1,079	$340K	0.22%	+170	13F-HR Timeline
EPIQ PARTNERS, LLC	1,068	$337K	0.16%	0	13F-HR Timeline
Templeton & Phillips Capital Management…	1,065	$336K	0.24%	0	13F-HR Timeline
John Boyer, Inc.	1,063	$336K	0.33%		13F-HR Timeline
Lesa Sroufe & Co	1,061	$335K	0.27%	0	13F-HR Timeline
Dash Acquisitions Inc.	1,096	$335K	0.07%	+81	13F-HR Timeline
TD Capital Management LLC	1,061	$335K	0.03%	-32	13F-HR Timeline
Spectrum Planning & Advisory Services I…	1,060	$334K	0.19%	+30	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	1,060	$334K	0.28%	-925	13F-HR Timeline
LPWM LLC	1,060	$334K	0.09%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	1,059	$334K	0.21%	0	13F-HR Timeline
Daner Wealth Management, LLC	1,121	$334K	0.22%	+176	13F-HR Timeline
SIGNAL TREE FINANCIAL PARTNERS LLC	1,073	$333K	0.26%	0	13F-HR Timeline
Quaker Wealth Management, LLC	1,056	$333K	0.11%	-143	13F-HR Timeline
McGowan Group Asset Management, Inc.	1,055	$333K	0.04%	-594	13F-HR Timeline
Comprehensive Financial Management LLC	1,053	$332K	0.01%	0	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	1,053	$332K	0.27%	0	13F-HR Timeline
Capital Markets Trading UK LLP	1,050	$331K	0.34%	new	13F-HR Timeline
Prossimo Advisors, LLC	1,049	$331K	2.43%	-7,782	13F-HR Timeline
Stack Financial Management, Inc	1,046	$330K	0.03%	-45	13F-HR Timeline
Pacific Sage Partners, LLC	1,046	$330K	0.06%	-1	13F-HR Timeline
Conservest Capital Advisors, Inc.	1,045	$330K	0.03%	0	13F-HR Timeline
CLARIS ADVISORS, LLC / MO /	1,129	$327K	0.11%	0	13F-HR Timeline
4J Wealth Management LLC	1,036	$327K	0.19%	-32	13F-HR Timeline
HFG Advisors, Inc.	1,034	$326K	0.24%	+163	13F-HR Timeline
Advisory Resource Group	1,033	$326K	0.06%	+7	13F-HR Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	1,031	$325K	0.18%	-211	13F-HR Timeline
Cloud Capital Management, LLC	1,031	$325K	0.17%	+103	13F-HR Timeline
United Financial Planning Group LLC	1,030	$325K	0.2%		13F-HR Timeline
Austin Asset Management Co Inc	1,028	$324K	0.06%	+83	13F-HR Timeline
BlueChip Wealth Advisors LLC	1,020	$322K	0.14%	-1,398	13F-HR Timeline
Longview Financial Advisors LLC	1,015	$320K	0.18%	-25	13F-HR Timeline
City Center Advisors, LLC	1,015	$320K	0.31%	0	13F-HR Timeline
MAS Advisors LLC	1,013	$320K	0.51%	0	13F-HR Timeline
WorthPointe, LLC	1,013	$320K	0.12%	-4	13F-HR Timeline
Financial Guidance Group, Inc.	1,011	$319K	0.14%	0	13F-HR Timeline
Brickley Wealth Management	1,010	$319K	0.06%	+199	13F-HR Timeline
Sterling Manor Financial, LLC	1,010	$319K	0.2%	0	13F-HR Timeline
Austin Wealth Management, LLC	1,081	$318K	0.05%	-190	13F-HR Timeline
SWP FINANCIAL LLC	1,007	$318K	0.16%	0	13F-HR Timeline
CUMBERLAND ADVISORS INC	1,000	$315K	0.12%	0	13F-HR Timeline
Freemont Management S.A.	1,000	$315K	0.25%	-8,000	13F-HR Timeline
McCollum Christoferson Group LLC	1,000	$315K	0.09%	new	13F-HR Timeline
WFA of San Diego, LLC	1,000	$315K	0.22%	-50	13F-HR Timeline
StoneCrest Wealth Management, Inc.	997	$314K	0.14%	-14	13F-HR Timeline
McGrath & Associates, Inc.	996	$314K	0.47%	0	13F-HR Timeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC	993	$313K	0.08%	-200	13F-HR Timeline
Mountain Capital Investment Advisors In…	1,005	$312K	0.06%	-38	13F-HR Timeline
PFS Partners, LLC	989	$312K	0.15%	-61	13F-HR Timeline
HRC WEALTH MANAGEMENT, LLC	987	$311K	0.15%	0	13F-HR Timeline
WealthCollab, LLC	986	$311K	0.14%	0	13F-HR Timeline
Boston Common Asset Management, LLC	984	$310K	0.01%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	980	$309K	0.11%	0	13F-HR Timeline
Eastover Investment Advisors LLC	980	$309K	0.13%	-13	13F-HR Timeline
CHASE INVESTMENT COUNSEL CORP	981	$309K	0.09%	+84	13F-HR Timeline
MEMBERS WEALTH LLC	994	$309K	0.2%		13F-HR Timeline
Rinkey Investments	977	$308K	0.08%	-167	13F-HR Timeline
Synergy Financial Group, LTD	977	$308K	0.21%	+31	13F-HR Timeline
Coston, McIsaac & Partners	976	$308K	0.07%	+21	13F-HR Timeline
Whitcomb & Hess, Inc.	976	$308K	0.08%	-118	13F-HR Timeline
SIMS INVESTMENT MANAGEMENT, LLC	975	$308K	0.11%	0	13F-HR/A Timeline
Seed Wealth Management, Inc.	975	$307K	0.21%	-521	13F-HR Timeline
Fusion Family Wealth, LLC	974	$307K	0.02%	+1	13F-HR Timeline
Stonebridge Wealth Management, LLC	971	$306K	0.26%	0	13F-HR Timeline
Innovative Wealth Building LLC	969	$306K	0.24%	+4	13F-HR Timeline
Kropog Financial Group, LLC	967	$305K	0.25%	+5	13F-HR Timeline
Kure Advisory, LLC	964	$304K	0.19%	-44	13F-HR Timeline
Next Level Wealth Planning, LLC	963	$304K	0.17%	0	13F-HR Timeline
BAKER BOYER NATIONAL BANK	963	$304K	0.1%	-102	13F-HR Timeline
Rialto Wealth Management, LLC	962	$304K	0.08%	+33	13F-HR Timeline
Dale Q Rice Investment Management Ltd	993	$303K	0.21%	0	13F-HR Timeline
Avant Capital LLC	961	$303K	0.21%	+4	13F-HR Timeline
Prairie Wealth Advisors, Inc.	960	$303K	0.12%	0	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	958	$302K	0.23%	0	13F-HR Timeline
Note Advisors, LLC	958	$302K	0.18%	+187	13F-HR Timeline
Carroll Investors, Inc	955	$301K	0.15%	-1	13F-HR Timeline
CHECK CAPITAL MANAGEMENT INC/CA	954	$301K	0.02%	+1	13F-HR Timeline
Timber Creek Capital Management LLC	950	$300K	0.07%	0	13F-HR Timeline
AtlasMark Financial, Inc	950	$300K	0.2%	0	13F-HR Timeline
Magnolia Wealth Management, LLC	949	$299K	0.19%	0	13F-HR Timeline
Aurdan Capital Management, LLC	947	$299K	0.09%	-17	13F-HR Timeline
GEM Asset Management, LLC	970	$298K	0.14%	0	13F-HR Timeline
FWG Investments, LLC.	946	$298K	0.2%	+25	13F-HR Timeline
FOX RUN MANAGEMENT, L.L.C.	946	$298K	0.05%	-2,865	13F-HR Timeline
Cardinal Capital Management, Inc.	944	$298K	0.01%	+114	13F-HR Timeline
SANDER CAPITAL ADVISORS INC	940	$297K	0.12%	+15	13F-HR Timeline
WESTBOURNE INVESTMENTS, INC.	954	$297K	0.14%	-281	13F-HR Timeline
KENNEDY CAPITAL MANAGEMENT LLC	938	$296K	0.01%	-26,392	13F-HR Timeline
Chokshi & Queen Wealth Advisors, Inc	936	$295K	0.16%	+20	13F-HR Timeline
Midwest Financial Group LLC	929	$293K	0.14%	+3	13F-HR Timeline
Ferguson Shapiro LLC	926	$292K	0.09%	+3	13F-HR Timeline
Rock Point Advisors, LLC	926	$292K	0.08%	0	13F-HR Timeline
Higgins & Schmidt Wealth Strategies LLC	926	$292K	0.15%	+20	13F-HR Timeline
Mraz, Amerine & Associates, Inc.	921	$291K	0.05%	-79	13F-HR Timeline
Veridan Wealth LLC	921	$290K	0.1%		13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	920	$290K	0.21%	-3	13F-HR Timeline
Comprehensive Money Management Services…	917	$289K	0.2%	0	13F-HR Timeline
Unconventional Investor, LLC	915	$289K	0.14%	-25	13F-HR Timeline
PMG Wealth Management, Inc.	925	$287K	0.22%	0	13F-HR Timeline
Reliant Investment Management, LLC	911	$287K	0.11%	0	13F-HR Timeline
Hoya Capital Real Estate, LLC	910	$287K	4.77%	0	13F-HR Timeline
Financial Life Planners	908	$286K	0.19%	+37	13F-HR Timeline
ACT WEALTH MANAGEMENT, LLC	907	$286K	0.1%	-135	13F-HR Timeline
Trust Co of Kansas	899	$284K	0.14%	0	13F-HR Timeline
THEORY FINANCIAL LLC	935	$283K	0.1%	0	13F-HR Timeline
Altiora Financial Group, LLC	894	$282K	0.05%	-14	13F-HR Timeline
EntryPoint Capital, LLC	894	$282K	0.11%	new	13F-HR Timeline
WealthTrak Capital Management LLC	893	$282K	0.23%	+227	13F-HR Timeline
Adams Wealth Management	893	$282K	0.06%	-783	13F-HR Timeline
CacheTech Inc.	893	$282K	0.06%	-783	13F-HR Timeline
Equita Financial Network, Inc.	890	$281K	0.09%	-72	13F-HR Timeline
Opulen Financial Group LLC	888	$280K	0.21%	+158	13F-HR Timeline
ARMISTICE CAPITAL, LLC	888	$280K	0.01%	new	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