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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
Capital Developers, LLC779$229K0.21%013F-HRTimeline
Peak Financial Management, Inc.778$229K0.06%+3613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC778$229K0.01%013F-HRTimelineGroup
TFO Wealth Partners, LLC778$229K0.03%new13F-HRTimeline
Goodman Financial Corp777$229K0.04%-713F-HRTimeline
Tidemark, LLC776$228K0.06%+4113F-HRTimeline
Donalies Financial Planning, LLC775$228K0.19%013F-HRTimeline
Sightline Wealth Advisors, LLC775$228K0.1%013F-HRTimeline
Financial Harvest, LLC775$228K0.13%-16513F-HRTimeline
Elefante Mark B772$227K0.12%013F-HRTimeline
Prosperity Advisers, LLC770$227K0.19%-10913F-HRTimeline
Austin Wealth Management, LLC765$226K0.05%-41813F-HRTimeline
Steelhead Wealth Management LLC768$226K0.11%13F-HRTimeline
David J Yvars Group768$226K0.13%013F-HRTimeline
Impact Investors, Inc767$226K0.16%new13F-HRTimeline
Chico Wealth RIA766$225K0.14%+1513F-HRTimeline
Financial Advisory Corp765$225K0.03%-41413F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…764$225K0.15%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC763$224K0.22%-1413F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.761$224K0.03%+313F-HRTimeline
FORONJY FINANCIAL LLC758$223K0.09%-2013F-HRTimeline
Hudson Oak Wealth Advisory LLC754$222K0.19%-1013F-HRTimeline
Johnson Bixby & Associates, LLC753$222K0.03%+10513F-HRTimeline
Marquette Asset Management, LLC752$221K0.03%+6213F-HRTimeline
Capital Investment Services of America,…751$221K0.02%013F-HRTimeline
CLARK ESTATES INC/NY750$221K0.05%013F-HRTimeline
Proactive Wealth Strategies LLC748$220K0.04%new13F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC748$220K0.02%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC746$219K0.1%new13F-HRTimeline
Mason & Associates, LLC744$219K0.05%013F-HRTimeline
Kaufman Rossin Wealth, LLC743$219K0.13%+6713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC701$218K0.1%-313F-HRTimeline
Gator Capital Management, LLC740$218K0.05%013F-HRTimeline
City Center Advisors, LLC740$218K0.2%-29713F-HRTimeline
East Coast Asset Management, LLC.739$217K0.07%-5513F-HRTimeline
LANE BROTHERS & CO INC739$217K0.16%-3213F-HRTimeline
Ridgeline Wealth Planning, LLC738$217K0.16%+213F-HRTimeline
United Financial Planning Group LLC738$217K0.13%-33713F-HRTimeline
MA Private Wealth737$217K0.04%+1613F-HRTimeline
Westend Capital Management, LLC736$217K0.06%-813F-HRTimeline
Argo Wealth Advisory, LLC736$216K0.13%+6413F-HRTimeline
Chaney Capital Management, Inc.733$216K0.08%-613F-HRTimeline
Fiscal Wisdom Wealth Management, LLC729$214K0.21%013F-HRTimeline
Brio Consultants, LLC692$214K0.03%-36513F-HRTimeline
Wealth Preservation Advisors, LLC727$214K0.18%-1,05913F-HRTimeline
Integras Partners LLC726$214K0.14%013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …726$214K0.19%-1213F-HRTimeline
IFS Advisors, LLC725$213K0.11%+71413F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC725$213K0.24%013F-HRTimeline
Teza Capital Management LLC725$213K0.78%new13F-HRTimeline
Navigoe, LLC726$213K0.13%013F-HRTimeline
Dynamic Technology Lab Private Ltd724$213K0.03%new13F-HRTimeline
Crestmont Private Wealth LLC724$213K0.07%013F-HRTimeline
Seneca Financial Advisors LLC723$213K0.06%013F-HRTimeline
Sterling Manor Financial, LLC722$212K0.13%-20013F-HRTimeline
CV Advisors LLC718$211K0.06%013F-HRTimeline
Opes Wealth Management LLC716$211K0.04%-4313F-HRTimeline
Briaud Financial Planning Inc714$210K0.06%-15713F-HRTimeline
Wealth Group Ltd713$210K0.05%013F-HRTimeline
David Kennon Inc712$209K0.08%-11913F-HRTimeline
Cornerstone Wealth Advisors, Inc.709$209K0.05%013F-HRTimeline
BG Investment Services, LLC709$209K0.17%+313F-HRTimeline
PLANNING DIRECTIONS INC708$208K0.11%+313F-HRTimeline
Redwood Family Wealth LLC708$208K0.2%-8113F-HRTimeline
Wingate Wealth Advisors, Inc.708$208K0.11%-6113F-HRTimeline
Gray Private Wealth, LLC706$208K0.1%-1513F-HRTimeline
Spectrum Investment Advisors, Inc.705$207K0.1%-33213F-HRTimeline
BAM Wealth Management, LLC704$207K0.15%-5813F-HRTimeline
Valued Wealth Advisors LLC704$207K0.08%-8713F-HRTimeline
Pinnacle Family Advisors, LLC702$206K0.1%+6513F-HRTimeline
Foundry Financial Group, Inc.701$206K0.1%+2313F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC700$206K0.02%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC700$206K0.09%013F-HRTimeline
Smith Partners Wealth Management, LLC700$206K0.18%013F-HRTimeline
LEGACY SOLUTIONS, LLC700$206K0.19%-12713F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC699$206K0.03%-5513F-HRTimeline
Somerset Group LLC661$205K0.15%013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC695$204K0.09%013F-HRTimeline
Strategic Financial Partners, Ltd.693$204K0.09%+1213F-HRTimeline
AAF Wealth Management, LLC693$204K0.08%new13F-HRTimeline
Cedar Wealth Management, LLC692$204K0.06%013F-HRTimeline
Signature Resources Capital Management,…690$203K0.1%+4713F-HRTimeline
Provenance Wealth Advisors, LLC688$202K0.02%+2013F-HRTimeline
ODonnell Financial Services, LLC687$202K0.07%-413F-HRTimeline
Breachway Investments LLC683$202K0.19%+113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC685$202K<0.01%013F-HRTimeline
Michels Family Financial, LLC683$201K0.14%-913F-HRTimeline
Torrey Growth & Income Advisors692$200K0.08%+1513F-HRTimeline
Salvus Wealth Management, LLC680$200K0.12%013F-HRTimeline
Passive Capital Management, LLC.680$200K0.06%new13F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC680$200K0.06%new13F-HRTimeline
Creative Capital Management Investments…664$195K0.06%-3513F-HRTimeline
RETIREMITTEN FINANCIAL LLC652$192K0.09%13F-HRTimeline
Evolution Advisers, Inc.651$191K0.08%013F-HRTimeline
Align Financial, LLC634$187K0.11%-211,73513F-HRTimeline
TD Capital Management LLC633$186K0.02%-31913F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.604$178K0.11%013F-HRTimeline
Financial Network Wealth Advisors LLC604$178K0.18%+2813F-HRTimeline
Whipplewood Advisors, LLC603$177K0.09%+51513F-HRTimeline
Advocate Investing Services LLC599$176K0.15%013F-HRTimeline
TOBAM578$170K0.04%-3013F-HRTimeline
Standard Family Office LLC576$169K0.18%013F-HRTimeline
Sherman Asset Management, Inc.570$168K0.15%013F-HRTimeline
West Financial Advisors, LLC566$166K0.03%-1913F-HRTimeline
Copia Wealth Management566$166K0.11%-213F-HRTimeline
Horrell Capital Management, Inc.547$161K0.07%013F-HRTimeline
Davis Capital Management509$150K0.1%+1513F-HRTimeline
Burk Holdings LLC497$146K0.06%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC496$146K0.02%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.484$142K<0.01%-20,07613F-HR/ATimelineGroup
CURIO WEALTH, LLC480$141K0.05%+2113F-HRTimeline
Catalyst Capital Advisors LLC475$140K<0.01%-53613F-HRTimeline
Sarver Vrooman Wealth Advisors465$137K0.08%-1113F-HRTimeline
Keewaydin Investments LLC462$136K0.04%013F-HRTimeline
Cedar Mountain Advisors, LLC448$132K0.03%+12613F-HRTimeline
Evergreen Advisors, LLC439$129K0.03%new13F-HRTimeline
MILLER WEALTH ADVISORS, LLC430$126K0.05%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC425$125K0.06%-4013F-HRTimeline
DiNuzzo Private Wealth, Inc.423$124K0.01%-113F-HRTimeline
PROTECTIVE LIFE CORP418$123K0.41%new13F-HRTimeline
Kilter Group LLC413$121K0.05%+4613F-HRTimeline
Red Tortoise LLC411$121K0.05%-113F-HRTimeline
Osbon Capital Management LLC409$120K0.1%+30013F-HRTimeline
ABOUND FINANCIAL, LLC395$116K0.05%+113F-HRTimeline
Bare Financial Services, Inc390$115K0.03%+2913F-HRTimeline
Strategic Wealth Advisors LLC389$114K0.09%-11313F-HRTimeline
Paladin Partners, LLC385$113K0.08%013F-HRTimeline
Financial Connections Group, Inc.387$113K0.04%+3413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …382$112K0.02%+2013F-HRTimelineGroup
Virginia Estate & Retirement Planning A…381$112K0.2%13F-HRTimeline
Robinswood Financial LLC378$111K0.04%+113F-HR/ATimeline
Pingora Partners LLC375$110K0.07%013F-HRTimeline
Main Street Group, LTD375$110K0.03%new13F-HRTimeline
Robbins Farley345$101K0.04%013F-HRTimeline
Key Capital Management, INC337$99.1K0.07%+5513F-HRTimeline
SWISS RE LTDin group SWISS RE LTD334$98.2K0.6%013F-HRTimelineGroup
NorthAvenue LLC333$98K0.08%-25013F-HRTimeline
Midwest Capital Advisors, LLC325$95.7K0.04%+19513F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…324$95.3K0.04%-3613F-HRTimelineGroup
Strengthening Families & Communities, L…318$93.4K0.02%+213F-HRTimeline
Retirement Wealth Solutions LLC312$91.7K0.06%-213F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.310$91.2K0.04%+23813F-HRTimeline
Merkkuri Wealth Advisors LLC310$91.1K0.06%new13F-HRTimeline
Morton Brown Family Wealth, LLC296$87.1K0.02%+15013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC296$87.1K0.03%013F-HRTimeline
Global X Japan Co., Ltd.291$85.6K<0.01%new13F-HRTimeline
Bayforest Capital Ltd291$85.6K0.1%-32013F-HRTimeline
Clark Wealth Partners287$84.5K0.06%-2,45413F-HRTimeline
Seneschal Advisors, LLC281$82.6K0.06%-2113F-HRTimeline
Navera Investment Management Ltd.280$82.4K<0.01%013F-HRTimeline
Kings Path Partners LLC276$81.2K0.03%013F-HR/ATimeline
HORIZON FINANCIAL SERVICES, LLC266$78.4K0.03%+3213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC260$76.3K0.04%+9613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…258$75K<0.01%-313F-HRTimelineGroup
Ulland Investment Advisors, LLC253$74K0.06%-513F-HRTimeline
TopTier Wealth Management, LLC247$72.7K0.04%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…245$72.1K0.05%013F-HRTimeline
Phillip James Consulting Co.240$70K0.05%+3013F-HRTimeline
Disciplina Capital Management LLC237$69.8K0.01%+113F-HRTimeline
Clarity Asset Management, Inc.220$64.7K0.03%+113F-HRTimeline
Prudent Man Investment Management, Inc.194$62.5K0.02%013F-HRTimeline
Miller Global Investments, LLC211$62.1K0.06%+5113F-HRTimeline
Turim 21 Investimentos Ltda.210$61.8K0.02%new13F-HRTimeline
Valor Advisors LLC189$60.9K0.05%013F-HRTimeline
New England Capital Financial Advisors …202$59.3K0.02%-2913F-HRTimeline
Nvest Wealth Strategies, Inc.196$57.7K0.04%+313F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…190$56K<0.01%+513F-HRTimelineGroup
Collier Financial190$55.9K0.04%013F-HRTimeline
HFM Investment Advisors, LLC190$55.9K0.02%-213F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC188$55K0.09%-1913F-HRTimeline
SWAN Capital LLC183$53.7K0.02%+3213F-HRTimeline
Curat Global, LLC180$52.9K0.05%013F-HRTimeline
My Portfolio Guide, LLC173$50.8K0.03%13F-HRTimeline
Sunrise Financial Services, LLC166$48.8K0.03%+1913F-HRTimeline
Bear Mountain Capital, Inc.152$48.2K0.01%-5013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA160$46.9K0.11%+113F-HRTimeline
Birchwood Financial Partners, Inc.158$46.5K0.04%013F-HRTimeline
Investors Portfolio Services LLC151$44.7K0.04%+1513F-HRTimeline
Decker Retirement Planning Inc.151$44.4K0.02%013F-HRTimeline
Team Financial Group, LLC149$43.9K0.02%+113F-HRTimeline
Carolina Wealth Advisors, LLC149$43.8K0.02%-913F-HRTimeline
Atomic Invest LLC152$43.1K0.02%+1513F-HRTimeline
Pioneer Family Office, LLC142$41.8K0.03%013F-HRTimeline
WHI TRUST Co LLC139$40.9K0.03%013F-HRTimeline
Horizons Wealth Management125$36.8K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC125$36.8K0.06%new13F-HRTimeline
Torren Management, LLC123$36.2K0.02%-2,53813F-HRTimeline
Merrithew & Thorsten Inc124$36K0.03%013F-HRTimeline
Redwood Park Advisors LLC121$35.7K0.03%013F-HRTimeline
MJT & Associates Financial Advisory Gro…114$33.5K0.02%013F-HRTimeline
Accordant Advisory Group Inc109$32.1K0.02%new13F-HRTimeline
Park Square Financial Group, LLC102$30K0.23%-10613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC100$29.4K0.01%new13F-HRTimeline
CAPITAL & PLANNING, LLC100$29.4K0.02%new13F-HRTimeline
Goodman Advisory Group, LLC93$27.4K0.01%013F-HRTimeline
Breakwater Investment Management92$27.1K0.01%-4413F-HRTimeline
Harbor Asset Planning, Inc.91$26.8K0.02%013F-HRTimeline
Timmons Wealth Management, LLC83$24.4K0.02%013F-HRTimeline
PayPay Securities Corp75$23.2K0.8%-113F-HRTimeline
Fairman Group, LLC78$23K0.02%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