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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
Stillwater Private Wealth, LLC1,684$495K0.42%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,680$494K0.23%-30313F-HRTimeline
Burns Matteson Capital Management, LLC1,678$493K0.19%-35613F-HRTimeline
Forum Finance Group S.A.2,078$493K0.27%13F-HRTimeline
American Institute for Advanced Investm…1,675$493K0.32%013F-HRTimeline
Cache Advisors, LLC1,675$493K0.06%new13F-HRTimeline
Riggs Asset Managment Co. Inc.1,674$492K0.1%-17713F-HRTimeline
Omnitrust Wealth Management, Inc1,673$492K0.64%-17813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,671$492K0.17%-4813F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,671$492K0.14%-5013F-HRTimeline
Everest Private Wealth1,669$491K0.25%+9513F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,663$489K0.09%+15013F-HRTimeline
Kinloch Capital, LLC1,662$489K0.2%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,659$488K0.01%-1,42413F-HRTimeline
Polymer Capital Management (HK) LTD1,659$488K0.07%new13F-HRTimeline
Financial Concepts Unlimited, Inc.1,658$488K0.44%13F-HRTimeline
Eaton-Cambridge Inc.1,657$487K0.15%+25113F-HRTimeline
Momentous Wealth Management, Inc.1,657$487K0.28%-11013F-HRTimeline
CWC Advisors, LLC.1,656$487K0.23%+613F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,655$487K0.2%-2613F-HRTimeline
HTG Investment Advisors, Inc.1,653$486K0.14%-10513F-HRTimeline
Custos Family Office, LLC1,652$486K0.34%-12113F-HRTimeline
Presper Financial Architects, LLC1,651$486K0.29%-14913F-HRTimeline
Financial Advisors Network, Inc.1,650$485K0.07%-13113F-HRTimeline
IronBridge Private Wealth, LLC1,649$485K0.16%-2513F-HRTimeline
Genesee Capital Advisors, LLC1,647$484K0.2%-2013F-HRTimeline
Prepared Retirement Institute LLC1,646$484K0.24%-30013F-HR/ATimeline
Endowment Wealth Management, Inc.1,645$484K0.21%+1513F-HRTimeline
POWER WEALTH MANAGEMENT LLC1,643$483K0.18%-7713F-HRTimeline
Emissary Wealth LLC1,640$482K0.45%-6213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,638$482K0.06%-1,70913F-HRTimeline
Towerpoint Wealth, LLC1,638$482K0.19%+19513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,637$481K0.27%-15213F-HRTimeline
Urban Wealth Management, LLC1,636$481K0.49%-14813F-HRTimeline
Wiser Wealth Management, Inc1,635$481K0.1%-10813F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,633$480K0.12%-2013F-HRTimeline
25 LLC1,631$480K0.15%+10413F-HRTimeline
Global Wealth Strategies & Associates1,627$479K0.12%-313F-HRTimeline
Solano Wealth Investment Advisors LLC1,626$478K0.24%013F-HRTimeline
Sequent Asset Management, LLC1,620$477K0.23%-79913F-HRTimeline
Cauble & Harre Wealth Management, Inc.1,562$476K0.38%-9613F-HRTimeline
LFA - Lugano Financial Advisors SA1,624$475K0.24%013F-HRTimeline
Valtinson Bruner Financial Planning LLC1,614$475K0.13%+15313F-HRTimeline
Cannon Financial Strategists, Inc.1,611$474K0.06%+5213F-HRTimeline
Granite FO LLC1,608$473K0.28%013F-HR/ATimeline
Sage Financial Management Group, Inc.1,607$473K0.15%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest1,605$472K0.28%-5013F-HRTimeline
GODSEY & GIBB, INC1,602$471K0.04%-77013F-HRTimeline
Trevian Wealth Management LLC1,601$471K0.23%+513F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,600$471K0.26%-10413F-HRTimeline
Luken Investment Analytics, LLC1,599$470K0.18%013F-HRTimeline
Blackston Financial Advisory Group, LLC1,599$470K0.29%-6913F-HRTimeline
Quaker Wealth Management, LLC1,599$470K0.15%+50813F-HRTimeline
Smith & Howard Wealth Management, LLC1,593$469K0.1%-3513F-HRTimeline
BlueStem Wealth Partners, LLC1,590$468K0.05%+6513F-HRTimeline
Clarendon Private LLC1,589$467K0.36%+78413F-HRTimeline
Asset Allocation & Management Company, …1,588$467K0.17%+89313F-HRTimeline
Boyd Wealth Management, LLC1,585$466K0.2%+8713F-HRTimeline
Belleair Asset Management, LLC1,585$466K0.43%013F-HRTimeline
Lipe & Dalton1,585$466K0.24%013F-HRTimeline
WAYSTONE ADVISORS LLC1,580$465K0.42%+2913F-HRTimeline
CAPITAL COUNSEL LLC/NY1,579$464K0.02%+9813F-HRTimeline
RAM Investment Partners, LLC1,579$464K0.08%+5513F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,573$463K0.22%-2,18513F-HRTimeline
Strata Wealth Advisors, LLC1,572$462K0.13%-3813F-HRTimeline
ShoreHaven Wealth Partners, LLC1,572$462K0.17%+513F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,571$462K0.33%+8213F-HRTimeline
Hutchens & Kramer Investment Management…1,569$462K0.15%-6313F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,566$461K0.02%013F-HRTimeline
Frederick Financial Consultants, LLC1,567$461K0.23%-113F-HRTimeline
Blue Water Asset Management1,566$461K0.16%+39713F-HRTimeline
LeClair Wealth Partners LLC1,566$461K0.16%-4,82113F-HRTimeline
RMG Wealth Management LLC1,535$460K0.05%+5313F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS1,564$460K0.24%new13F-HRTimeline
Kendall Capital Management1,562$459K0.09%-5113F-HRTimeline
Asset Allocation Strategies LLC1,561$459K0.08%+19213F-HRTimeline
Baskin Financial Services Inc.1,562$459K0.04%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH1,558$458K0.11%+14813F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,558$458K0.7%-18013F-HRTimeline
ERn Financial, LLC1,556$458K0.09%+713F-HRTimeline
Seelaus Asset Management LLC1,554$457K0.33%013F-HRTimeline
Parsonex Advisory Services, Inc.1,553$457K0.45%-2,22613F-HRTimeline
Prospect Financial Services LLC1,551$456K0.28%+2713F-HRTimeline
BOURNE LENT ASSET MANAGEMENT INC1,550$456K0.17%013F-HRTimeline
Plotkin Financial Advisors, LLC1,549$456K0.23%013F-HRTimeline
EDMP, INC.1,545$455K0.37%+12613F-HRTimeline
Axim Planning & Wealth1,544$454K0.55%-7813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,532$451K0.05%-113F-HRTimelineGroup
Lighthouse Financial LLC1,529$450K0.27%+2713F-HRTimeline
Freedom Day Solutions, LLC1,527$449K0.12%-5413F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,525$448K0.28%-9313F-HRTimeline
SFG Wealth Management, LLC.1,521$447K0.18%-81913F-HRTimeline
Kagan Cocozza Asset Management1,515$446K0.31%-1713F-HRTimeline
Barnes Dennig Private Wealth Management…1,514$445K0.44%+2013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,509$444K0.36%+213F-HRTimeline
Joseph P. Lucia & Associates, LLC1,509$444K0.16%+4513F-HRTimeline
Prota Financial, LLC1,508$444K0.32%-19513F-HRTimeline
RS CRUM INC.1,507$443K0.09%013F-HRTimeline
Pathway Financial Advisors LLC1,504$443K0.05%-1,70613F-HRTimeline
Clientfirst Wealth Management, LLC1,504$442K0.37%013F-HRTimeline
Madrona Financial Services, LLC1,502$442K0.1%+5213F-HRTimeline
Gruss & Co., LLC1,500$441K1.03%+50013F-HRTimeline
Mezzasalma Advisors, LLC1,500$441K0.11%-2513F-HRTimeline
Highlander Partners, L.P.1,500$441K0.17%013F-HRTimeline
Stembrook Asset Management, LLC1,500$441K0.43%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,499$441K0.06%013F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC1,498$441K0.18%-1313F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.1,497$440K0.14%-2413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,496$440K0.31%+413F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC1,495$440K0.24%+15013F-HRTimeline
Saxony Capital Management, LLC1,494$439K0.26%+9213F-HRTimeline
Crane Advisory, LLC1,416$439K0.07%+4013F-HRTimeline
Ruedi Wealth Management, Inc.1,492$439K0.11%013F-HRTimeline
AdvisorShares Investments LLC1,490$438K0.08%013F-HRTimeline
Demars Financial Group, LLC1,486$437K0.14%013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…1,481$436K0.38%-3,51913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,482$436K0.18%-19613F-HRTimeline
Blue Zone Wealth Advisors, LLC1,475$434K0.09%+1413F-HRTimeline
Hobbs Group Advisors, LLC1,474$434K0.13%-11213F-HRTimeline
Paul R. Ried Financial Group, LLC1,472$433K0.2%+24713F-HRTimeline
Tarbox Family Office, Inc.1,471$433K0.07%-1,02413F-HRTimeline
TCP Asset Management, LLC1,469$432K0.06%-1,01413F-HRTimeline
Pinnacle Financial Group, LLC / IL1,469$432K0.12%-15013F-HRTimeline
Cooke Wealth Management, LLC1,468$432K0.38%013F-HRTimeline
Cloud Capital Management, LLC1,467$431K0.19%-24613F-HRTimeline
PUZO MICHAEL J1,460$429K0.13%+62013F-HRTimeline
Redwood Financial Network Corp1,460$429K0.28%+5413F-HRTimeline
Freestate Advisors LLC1,460$429K0.34%-3413F-HRTimeline
Avise Financial Cooperative, Inc.1,455$428K0.35%+18413F-HRTimeline
Silverberg Bernstein Capital Management…1,454$428K0.24%+10013F-HRTimeline
BROGAN FINANCIAL, INC.1,454$428K0.19%-1413F-HRTimeline
Arcus Capital Partners, LLC1,453$427K0.15%-2,53413F-HRTimeline
PATHWAY WEALTH MANAGEMENT LLC1,450$427K0.4%013F-HRTimeline
FWG Investments, LLC.1,449$426K0.27%+63713F-HRTimeline
Synergy Financial Group, LTD1,446$425K0.32%+50813F-HRTimeline
Trailhead Planners LLC1,445$425K0.41%-1613F-HRTimeline
OakTrust Wealth Advisors, LLC1,443$424K0.39%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC1,438$423K<0.01%-45313F-HRTimeline
Ewing Morris & Co. Investment Partners …1,435$422K0.19%-20013F-HRTimeline
RFG Holdings, Inc.1,434$422K0.11%-1213F-HRTimeline
Front Street Capital Management, Inc.1,436$422K0.06%-3013F-HRTimeline
Strategic Financial Concepts, LLC1,442$421K0.1%+15813F-HRTimeline
Warner Group LLC1,432$421K0.28%+28813F-HRTimeline
Kelman-Lazarov, Inc.1,431$421K0.06%+18713F-HRTimeline
Summit Place Financial Advisors, LLC1,430$421K0.2%+15413F-HRTimeline
PRING TURNER CAPITAL GROUP INC1,305$421K0.25%013F-HRTimeline
DeLarme Wealth Management, Inc.1,429$420K0.27%+2513F-HRTimeline
New England Professional Planning Group…1,427$420K0.18%013F-HRTimeline
Williams & Novak Wealth Management, LLC1,418$419K0.31%+12813F-HRTimeline
Value Investment Professionals, LLC1,422$418K0.93%-26,55613F-HR/ATimeline
Guardian Financial Partners, LLC1,422$418K0.18%+613F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,344$418K0.24%013F-HRTimeline
Englebert Financial Advisers, LLC1,420$418K0.48%-4913F-HRTimeline
MAD RIVER INVESTORS1,417$417K0.15%+1713F-HRTimeline
Lutz Financial Services LLC1,417$417K0.03%+4313F-HRTimeline
Triune Financial Partners, LLC1,415$416K0.1%-10013F-HRTimeline
ADE, LLC1,414$416K0.2%013F-HRTimeline
Resolute Advisors LLC1,413$416K0.17%new13F-HRTimeline
Todd Wealth Management, LLC1,411$415K0.38%+113F-HRTimeline
Independent Wealth Network Inc.1,411$415K0.12%-13813F-HRTimeline
MOR Wealth Management, LLC1,409$414K0.19%+40913F-HRTimeline
Geometric Wealth Advisors1,408$414K0.05%+8313F-HRTimeline
Matthew Goff Investment Advisor, LLC1,408$414K0.07%013F-HRTimeline
Dodds Wealth, LLC1,407$414K0.1%013F-HRTimeline
Lavaca Capital LLC1,407$414K0.08%013F-HRTimeline
Northern Capital Management, Inc.1,404$413K0.21%013F-HRTimeline
RIA Advisory Group LLC1,404$413K0.1%-2413F-HRTimeline
Shearwater Capital LLC1,403$413K0.22%new13F-HRTimeline
Essential Planning, LLC.1,399$412K0.13%013F-HRTimeline
Marotta Asset Management1,390$411K0.08%013F-HRTimeline
CHELSEA COUNSEL CO1,392$409K0.18%013F-HR/ATimeline
Triton Wealth Management, PLLC1,382$409K0.15%013F-HRTimeline
WESPAC Advisors, LLC1,389$409K0.22%-49513F-HRTimeline
JDH Wealth Management, LLC1,387$408K0.28%+24613F-HRTimeline
HOGE FINANCIAL SERVICES, LLC1,393$408K0.22%+313F-HRTimeline
Nalls Sherbakoff Group, LLC1,383$407K0.3%013F-HRTimeline
Disciplined Investments, LLC1,383$407K0.15%+27413F-HRTimeline
Fonville Wealth Management LLC1,383$407K0.08%+39213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,378$405K0.12%+1313F-HRTimeline
Bellecapital International Ltd.1,376$405K0.07%-3113F-HR/ATimeline
Portfolio Strategies, Inc.1,376$405K0.05%new13F-HRTimeline
Avondale Wealth Management1,375$404K0.2%013F-HRTimeline
Kure Advisory, LLC1,374$404K0.22%+16213F-HRTimeline
Corus Family Wealth Advisors1,370$403K0.33%+813F-HRTimeline
Entruity Wealth, LLC1,370$403K0.27%013F-HRTimeline
John Boyer, Inc.1,365$402K0.4%+29713F-HRTimeline
Godfrey Financial Associates, Inc.1,364$401K0.34%-313F-HRTimeline
Integrity Wealth Solutions LLC1,360$400K0.16%+1913F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,360$400K0.12%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,357$399K0.16%+29913F-HRTimeline
PlanVest Financial, Inc1,355$399K0.3%13F-HRTimeline
IMG Wealth Management, Inc.1,354$398K0.25%-31213F-HRTimeline
PURA VIDA INVESTMENTS, LLC1,350$397K2.67%013F-HRTimeline
Intentional Wealth Strategies, LLC1,348$397K0.37%13F-HRTimeline
J2 Capital Management Inc1,345$396K0.27%+2413F-HRTimeline
Sankala Group LLC1,381$395K0.32%013F-HRTimeline
Vantage Point Financial LLC1,344$395K0.14%-41513F-HRTimeline
Traub Capital Management LLC1,343$395K0.39%-5613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,337$393K0.04%-15,00013F-HRTimeline
Valpey Financial Services, LLC1,330$391K0.25%-2713F-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