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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
Longview Financial Advisors LLC1,328$391K0.21%+31313F-HRTimeline
Tumwater Wealth Management, LLC1,327$390K0.16%013F-HRTimeline
L.K. Benson & Company, P.C.1,325$390K0.13%013F-HRTimeline
Valued Retirements, Inc.1,319$388K0.38%013F-HRTimeline
ENZI WEALTH1,319$388K0.13%-1113F-HRTimeline
Financial Planning Navigators CORP1,313$386K0.17%+31713F-HRTimeline
Richardson Capital Management LLC1,310$385K0.19%+4113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC1,307$385K0.23%+3713F-HRTimeline
Perissos Private Wealth Management, LLC1,305$384K0.33%013F-HRTimeline
KELLY FINANCIAL GROUP LLC1,306$384K0.1%+913F-HRTimeline
Leslie Global Wealth, LLC1,301$383K0.2%+1513F-HRTimeline
PARK CIRCLE Co1,300$382K0.36%013F-HRTimeline
SACKS & ASSOCIATES, LLC1,300$382K0.28%013F-HRTimeline
Sage Capital Management, LLC1,298$382K0.18%+413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,295$381K0.05%-3913F-HRTimeline
Curran Financial Partners, LLC1,294$381K0.07%+36413F-HRTimeline
Rock Point Advisors, LLC1,290$379K0.1%+34313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,289$379K0.11%+14213F-HRTimeline
Mustard Seed Financial, LLC1,287$379K0.23%+2413F-HRTimeline
MontVue Capital Management, Inc.1,286$378K0.26%-20013F-HRTimeline
HEARTLAND ADVISORS INC1,285$378K0.02%+96913F-HRTimeline
Gibson Capital, LLC1,283$377K0.07%+2813F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,284$377K0.25%+613F-HRTimeline
BankChampaign, National Association1,278$376K0.37%-21513F-HRTimeline
AdviceOne Advisory Services, LLC1,277$376K0.23%+2013F-HRTimeline
Zinnia Wealth Advisory, LLC1,276$375K0.42%-9813F-HRTimeline
Human Investing LLC1,274$375K0.05%+11913F-HRTimeline
Axiom Financial Strategies, LLC1,270$374K0.13%013F-HRTimeline
Sageworth Trust Co of South Dakota1,269$373K0.3%new13F-HRTimeline
Capstone Wealth Management, LLC1,267$373K0.26%+213F-HRTimeline
Lakeside Advisors, INC.1,266$373K0.25%013F-HRTimeline
Heritage Wealth Management, Inc./Texas1,265$372K0.16%-20913F-HRTimeline
WPWealth LLP1,264$372K0.06%-3713F-HRTimeline
MPS Loria Financial Planners, LLC1,264$372K0.1%+213F-HRTimeline
OAK RIDGE INVESTMENTS LLC1,263$372K0.02%-11613F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,263$372K0.24%013F-HRTimelineGroup
Ballew Advisors, Inc1,197$371K0.21%+213F-HRTimeline
REICON WEALTH ADVISORS, LLC1,263$371K0.29%+27713F-HRTimeline
CDKV HOLDINGS LLC1,262$371K0.33%013F-HRTimeline
Colorado Capital Management, Inc.1,261$371K0.14%013F-HRTimeline
Lifestyle Asset Management, Inc.1,251$368K0.12%+24713F-HRTimeline
Winter & Associates, Inc.1,245$368K0.32%-4013F-HRTimeline
Sharkey, Howes & Javer1,249$367K0.05%-53613F-HRTimeline
Accretive Wealth Partners, LLC1,241$365K0.1%+34913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,240$365K0.05%+6413F-HRTimeline
Helium Advisors LLC1,239$364K0.35%-2313F-HRTimeline
REBALANCE, LLC1,235$363K0.02%-54813F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,162$363K0.15%-4113F-HRTimeline
IAG Wealth Partners, LLC1,233$363K0.04%+9313F-HRTimeline
Brown Financial Advisory1,231$362K0.18%+1213F-HRTimeline
ADAPT WEALTH ADVISORS, LLC1,230$362K0.13%-10213F-HRTimeline
MTM FINANCIAL GROUP, LLC1,224$360K0.17%+6713F-HRTimeline
Investment Management Trust, LLC1,224$360K0.35%13F-HRTimeline
JMN Financial LLC1,223$360K0.35%+43813F-HRTimeline
Precision Wealth Strategies, LLC1,222$359K0.12%-513F-HRTimeline
Northwest Quadrant Wealth Management, L…1,218$358K0.07%+513F-HRTimeline
Pacific Excel Wealth Advisors, Inc.1,216$358K0.38%+38713F-HRTimeline
PRENTISS SMITH & CO INC1,214$357K0.21%013F-HRTimeline
Grantvest Financial Group LLC1,213$357K0.23%-2813F-HRTimeline
J HAGAN CAPITAL, INC.1,210$356K0.19%-41813F-HRTimeline
Rayburn West Financial Services LLC1,210$356K0.21%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,208$355K0.19%013F-HRTimeline
PMG Family Office LLC1,208$355K0.4%+2113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,203$354K0.17%-9113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,201$353K0.06%+813F-HRTimeline
Cascade Wealth Advisors, Inc1,168$353K0.15%-5613F-HRTimeline
WorthPointe, LLC1,198$352K0.1%-26913F-HRTimeline
Orgel Wealth Management, LLC1,197$352K0.01%-7613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,196$352K0.06%+113F-HRTimeline
HANOVER ADVISORS INC1,195$352K0.14%+3113F-HRTimeline
Targeted Financial Services LLC1,195$351K0.29%+113F-HRTimeline
Davidson Kahn Capital Management, LLC1,192$351K0.19%-23413F-HRTimeline
Hubbell Strickland Wealth Management, L…1,191$350K0.14%+313F-HRTimeline
Bullseye Investment Management, LLC1,190$350K0.19%013F-HRTimeline
Spectrum Planning & Advisory Services I…1,190$350K0.17%+12113F-HRTimeline
Cutler Capital Management, LLC1,188$349K0.1%013F-HRTimeline
Live Oak Investment Partners1,188$349K0.21%-22113F-HRTimeline
Flagship Private Wealth, LLC1,187$349K0.14%-7613F-HRTimeline
Polymer Capital Management (US) LLC1,187$349K0.05%-62413F-HRTimeline
Rialto Wealth Management, LLC1,185$349K0.08%+4213F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC1,185$349K0.06%+613F-HRTimeline
Daviman Financial, LLC1,182$348K0.21%+713F-HRTimeline
Quartz Partners, LLC1,182$348K0.13%-13613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,182$348K0.02%013F-HRTimeline
Good Steward Wealth Advisors,LLC1,180$347K0.22%-11813F-HRTimeline
Stone House Investment Management, LLC1,178$346K0.06%-3913F-HRTimeline
UNIQUE WEALTH, LLC1,176$346K0.05%+21813F-HRTimeline
KEATING INVESTMENT COUNSELORS INC1,175$346K0.09%-1,15013F-HRTimeline
Cannon Wealth Management Services, LLC1,175$346K0.23%+2513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…1,173$345K0.04%-8213F-HRTimelineGroup
Parkshore Wealth Management, Inc.1,172$345K0.12%+513F-HRTimeline
Sicart Associates LLC1,172$345K0.09%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,172$345K0.07%-1,67613F-HRTimeline
Clayton Financial Group LLC1,170$344K0.18%013F-HRTimeline
Flower City Capital1,169$344K0.17%+2213F-HRTimeline
AUCTUS ADVISORS LLC1,165$343K0.33%-80713F-HRTimeline
Tandem Investment Advisors, Inc.1,164$342K0.02%+15513F-HRTimeline
O'Connor Financial Group LLC1,164$342K0.14%+2513F-HRTimeline
BLVD Private Wealth, LLC1,164$342K0.3%013F-HRTimeline
Life Planning Partners, Inc1,162$342K0.26%-20413F-HRTimeline
Oregon Pacific Wealth Management, LLC1,159$341K0.36%-17713F-HRTimeline
OMNI 360 Wealth, Inc.1,156$340K0.18%013F-HRTimeline
Frontier Asset Management, LLC1,156$340K0.07%+2513F-HRTimeline
Halter Ferguson Financial Inc.1,156$340K0.08%-6913F-HRTimeline
Bellwether Advisors, LLC1,155$340K0.06%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.1,154$340K0.06%-613F-HRTimeline
Prairiewood Capital, LLC1,154$339K0.1%013F-HRTimeline
ACT Advisors, LLC.1,153$339K0.14%+713F-HRTimeline
Fund Advisors of America Inc/FL1,152$339K0.34%-51413F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,150$338K0.24%-1213F-HRTimeline
FOCUS Wealth Advisors, LLC1,149$338K0.17%+213F-HRTimeline
Integrated Wealth Management1,138$335K0.38%+26413F-HRTimeline
4J Wealth Management LLC1,137$335K0.19%+10113F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP1,137$334K0.03%new13F-HRTimeline
LiftPoint Family Wealth Advisors LLC1,131$333K0.28%+5113F-HRTimeline
Financially in Tune, LLC1,130$332K0.29%+17613F-HRTimeline
LPWM LLC1,128$332K0.08%+6813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,127$332K0.16%+1013F-HRTimeline
Wrenne Financial Planning LLC1,126$331K0.13%-3313F-HRTimeline
Guardian Capital, LLC1,125$331K0.32%-58413F-HRTimeline
Dash Acquisitions Inc.1,044$331K0.07%+313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,124$331K0.09%-17913F-HRTimeline
Family Investment Center, Inc.1,124$331K0.06%-69613F-HRTimeline
Imprint Wealth LLC1,122$330K1.51%-3513F-HRTimeline
Landing Point Financial Group, LLC1,121$330K0.16%+513F-HRTimeline
CTC Alternative Strategies, Ltd.1,120$329K0.75%new13F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC1,116$328K0.12%013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI1,116$328K0.16%013F-HRTimeline
GK Wealth Management LLC1,157$328K0.29%-29613F-HRTimeline
DWR WEALTH MANAGEMENT, LLC1,157$328K0.29%+1113F-HRTimeline
Atlantic Private Wealth, LLC1,114$328K0.21%-4413F-HRTimeline
Stonehearth Capital Management, LLC1,114$328K0.13%013F-HRTimeline
Rochester Wealth Strategies, LLC1,112$327K0.2%+6513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,111$327K0.04%+11313F-HRTimeline
Laidlaw Wealth Management LLC1,110$327K1.13%+15013F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC1,109$326K<0.01%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC1,109$326K0.33%13F-HRTimeline
Balanced Rock Investment Advisors LLC1,108$326K0.23%-11313F-HRTimeline
HighRoad Wealth Advisors, LLC1,106$325K0.32%013F-HRTimeline
Pettinga Financial Advisors LLC1,106$325K0.06%+11513F-HRTimeline
RHL GROUP, LLC1,105$325K0.28%-1,15713F-HRTimeline
WARNER FINANCIAL, INC1,106$325K0.11%013F-HRTimeline
NORTHLAND SECURITIES, INC.1,104$325K0.31%-11013F-HRTimeline
Advisory Resource Group1,103$324K0.06%+6513F-HRTimeline
Reality Financial Planning Services, LLC1,103$324K0.31%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,103$324K0.18%+9013F-HR/ATimeline
McClarren Financial Advisors, Inc.1,098$323K0.19%-93713F-HRTimeline
McCollum Christoferson Group LLC1,098$323K0.1%+9813F-HRTimeline
Astra Wealth Partners LLC1,098$323K0.2%+2713F-HRTimeline
Conservest Capital Advisors, Inc.1,097$323K0.03%+7213F-HRTimeline
Ellsworth Advisors, LLC1,095$322K0.06%-9,34613F-HRTimeline
Roan Capital Partners1,093$322K0.3%13F-HRTimeline
Wick Capital Partners, LLC1,092$321K0.06%+21013F-HRTimeline
Newton One Investments LLC1,091$321K0.09%+513F-HRTimeline
IMPACTfolio, LLC1,089$320K0.14%013F-HRTimeline
truNorth Financial Services, Inc.1,089$320K0.33%-3013F-HRTimeline
Capital Asset Managemnet, LLC1,087$320K0.36%-7613F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,087$320K0.1%-3113F-HRTimeline
MEMBERS WEALTH LLC1,020$319K0.19%+2513F-HRTimeline
Ellis Investment Partners, LLC1,081$318K0.06%+45513F-HRTimeline
Aurdan Capital Management, LLC1,081$318K0.1%+3613F-HRTimeline
Sound Financial Strategies Group, LLC1,079$317K0.22%new13F-HRTimeline
Prossimo Advisors, LLC1,077$317K1.93%+1113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,075$316K0.57%+2713F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC1,072$315K0.29%-113F-HRTimeline
Northern Lights Advisors, Inc.1,071$315K0.21%+7213F-HRTimeline
Synergy Investment Management, LLC1,069$314K0.1%+9713F-HRTimeline
EPIQ PARTNERS, LLC1,068$314K0.15%013F-HRTimeline
Templeton & Phillips Capital Management…1,065$313K0.26%013F-HRTimeline
Retirement Solution LLC1,062$313K0.07%new13F-HRTimeline
TPG Financial Advisors, LLC1,062$312K0.1%-14213F-HRTimeline
Lesa Sroufe & Co1,061$312K0.21%013F-HRTimeline
Jackson Wealth Management, LLC1,059$312K0.03%+613F-HRTimeline
URS Advisory LLC1,060$312K0.23%+6013F-HRTimeline
TrueWealth Financial Partners1,060$312K0.12%new13F-HRTimeline
Eastover Investment Advisors LLC1,056$311K0.13%+3413F-HRTimeline
North Berkeley Wealth Management, LLC1,056$311K0.16%+30513F-HRTimeline
Comprehensive Financial Management LLC1,053$310K0.01%013F-HRTimeline
Johnson Wealth Management, LLC1,046$308K0.15%-2013F-HRTimeline
BAKER BOYER NATIONAL BANK1,045$307K0.09%013F-HRTimeline
Prism Planning Partners LLC1,044$307K0.36%-61513F-HRTimeline
McGowan Group Asset Management, Inc.1,043$307K0.04%+113F-HRTimeline
AtlasMark Financial, Inc950$306K0.2%013F-HRTimeline
Caitlin John, LLC1,039$306K0.18%+1,00013F-HRTimeline
Paragon Capital Management LLC1,037$305K0.15%-4913F-HRTimeline
HFG Advisors, Inc.1,037$305K0.21%+313F-HRTimeline
Arrowroot Family Office, LLC1,037$305K0.1%+16313F-HR/ATimeline
Clarkston Capital Partners, LLC1,034$304K0.02%-1,11113F-HRTimeline
Skyline Advisors, Inc.1,029$303K0.11%013F-HRTimeline
Mountain Capital Investment Advisors In…965$301K0.04%-413F-HRTimeline
Counterpoint Mutual Funds LLC1,018$299K0.04%new13F-HRTimeline
New Harbor Financial Group, LLC1,017$299K0.05%-16913F-HRTimeline
BALANCED WEALTH GROUP LLC1,016$299K0.11%+6413F-HRTimeline
Veridan Wealth LLC1,016$299K0.11%+9113F-HRTimeline
Innovative Wealth Building LLC1,013$298K0.21%+3913F-HRTimeline
Strive Financial Group ,LLC1,012$298K0.16%+113F-HRTimeline
AUXIER ASSET MANAGEMENT LLC1,013$298K0.04%+4813F-HRTimeline
Financial Guidance Group, Inc.1,011$297K0.12%013F-HRTimeline
Midwest Financial Group LLC1,010$297K0.13%+8813F-HRTimeline
Center for Wealth Management Advisory1,010$297K0.21%+113F-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