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Disclosery

JPM JPMORGAN CHASE & CO

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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.
OwnerDateSharesPriceFiling
BURKE STEPHEN Bdirector2026-10-14-30,000 G$0Form 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.

HolderSharesValue% of portfolioChangeSource
Trajan Wealth LLC59,108$18.6M0.8%+7,91513F-HRTimeline
Plato Investment Management Ltd59,440$18.6M1.26%+88613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC58,653$18.5M1.19%+3,26513F-HRTimeline
Buckley Wealth Management, LLC58,447$18.4M5.05%-50313F-HRTimeline
Frank, Rimerman Advisors LLC58,168$18.3M1.18%+10213F-HRTimeline
NJ State Employees Deferred Compensatio…58,110$18.3M2.02%-2,89013F-HRTimeline
FFG Partners, LLC58,053$18.3M4.96%+56,48713F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC58,036$18.3M3.21%+45813F-HRTimeline
Traynor Capital Management, Inc.57,994$18.3M1.05%+82413F-HRTimeline
COUNTRY CLUB BANK57,925$18.3M1.08%-1,85613F-HRTimeline
EQUITABLE TRUST CO57,909$18.3M0.84%-30013F-HRTimeline
South Dakota Investment Council57,906$18.3M0.36%-5,36513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…57,887$18.3M0.5%-61,67313F-HRTimelineGroup
Mirador Capital Partners LP57,520$18.1M2.57%-65113F-HRTimeline
Stenger Family Office, LLC59,644$18.1M3.73%+6,32513F-HRTimeline
Joel Isaacson & Co., LLC57,423$18.1M0.65%+3,47713F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC57,286$18.1M1.13%-63213F-HRTimeline
SRH ADVISORS, LLC57,220$18M5.27%013F-HRTimeline
Next Level Private LLC58,365$18M5.23%+76413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.57,156$18M1.4%+1,71913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co57,074$18M1.06%-72013F-HRTimelineGroup
Laurel Wealth Advisors LLC56,927$18M2.51%-97313F-HRTimeline
Haverford Financial Services, Inc.56,922$18M5.04%-9,15713F-HRTimeline
INDEPENDENT INVESTORS INC56,799$17.9M3.45%-13513F-HRTimeline
Nippon Life Global Investors Americas, …56,650$17.9M0.75%-129,27013F-HRTimeline
Sigma Planning Corp56,641$17.9M0.51%-9,71813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV56,598$17.9M1.11%+2,24113F-HRTimeline
Stolper Co56,229$17.7M5.37%-86313F-HR/ATimeline
Radnor Capital Management, LLC56,080$17.7M2.69%+91513F-HRTimeline
Venator Management LLC56,065$17.7M4.21%-53013F-HRTimeline
NWI MANAGEMENT LP56,000$17.7M1.74%013F-HR/ATimeline
BANQUE PICTET & CIE SA55,967$17.7M0.18%+3,40113F-HRTimeline
Perennial Advisors, LLC55,940$17.6M3.06%-7613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC55,881$17.6M1.23%+20,06313F-HRTimeline
Magnus Financial Group LLC55,852$17.6M1.39%+49913F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI55,754$17.6M1.69%+39813F-HRTimeline
Visionary Wealth Advisors55,656$17.6M0.82%-3813F-HRTimeline
Greystone Financial Group, LLC55,646$17.6M2.72%-4,09813F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.55,641$17.6M2.22%+1,13913F-HRTimeline
Capstone Financial Advisors, Inc.55,627$17.5M0.95%+41813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST55,593$17.5M1.73%+88313F-HRTimeline
GAM Holding AGin group GAM Holding AG55,322$17.5M1.08%+65413F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding55,253$17.4M-3,033Timeline
Van Hulzen Asset Management, LLC55,048$17.4M1.29%+8,36313F-HRTimeline
Baker Ellis Asset Management LLC54,926$17.3M2.13%+2,84313F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.54,869$17.3M3.16%+3,39213F-HRTimelineGroup
Mengis Capital Management, Inc.54,866$17.3M3.4%-59913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC68,637$17.3M1.43%-32613F-HRTimeline
Community Bank of Raymore54,390$17.2M11.87%013F-HRTimeline
Concentric Capital Strategies, LP54,201$17.1M0.82%+44,76913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.53,954$17M0.64%-5,29013F-HRTimelineGroup
LGT Fund Management Co Ltd.54,743$17M1.38%+2813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding53,877$17M+5,526Timeline
LYNCH & ASSOCIATES/IN53,840$17M3.28%-1,13913F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT53,824$17M1.13%-5,12913F-HRTimeline
Vestmark Advisory Solutions, Inc.53,803$17M0.32%+10,34113F-HRTimeline
FOSTER & MOTLEY INC53,796$17M0.91%-2,16613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK80,099$16.9M1.55%013F-HRTimeline
VALICENTI ADVISORY SERVICES INC53,431$16.9M3.62%-3,28313F-HRTimeline
Sage Mountain Advisors LLC53,380$16.8M0.96%+2,48413F-HRTimeline
CASTLEARK MANAGEMENT LLC53,365$16.8M0.47%+19,66013F-HRTimeline
Teamwork Financial Advisors, LLC53,283$16.8M1.83%-24,02813F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…53,166$16.8M3.9%+7613F-HRTimelineGroup
EagleClaw Capital Managment, LLC53,156$16.8M2.35%-91213F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P52,700$16.6M1.48%-70013F-HRTimelineGroup
PFG Advisors52,662$16.6M0.68%+2,93513F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC52,645$16.6M3.92%-2,63213F-HRTimeline
one8zero8, LLC52,604$16.6M3.58%+65313F-HRTimeline
Buck Wealth Strategies, LLC52,527$16.6M2.27%+31113F-HRTimeline
Cadence Bank52,510$16.6M1.01%-1,18213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC52,495$16.6M0.86%-15913F-HRTimeline
EFG Private Wealth Management (Americas…52,425$16.5M2.86%-3,53613F-HRTimeline
Strategic Wealth Partners, Ltd.52,246$16.5M1.23%-9,91513F-HRTimeline
HWG Holdings LP52,231$16.5M4.18%+2,68613F-HRTimeline
Miramar Capital, LLC52,176$16.5M3.65%+90913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.52,022$16.4M0.72%-2,30513F-HRTimelineGroup
Live Oak Private Wealth LLC51,914$16.4M2.28%-14413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC51,804$16.3M3.32%+5113F-HRTimeline
Avantax Planning Partners, Inc.51,684$16.3M0.47%-84113F-HRTimeline
Beverly Hills Private Wealth, LLC51,077$16.1M2.85%-2,66013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC50,750$16M1.13%-1,41113F-HRTimeline
Procyon Advisors, LLC50,722$16M0.95%-6,03013F-HRTimeline
Giverny Capital Inc.50,705$16M0.54%-24513F-HR/ATimeline
PDS Planning, Inc50,653$16M1.11%-1,27113F-HRTimeline
Community Bank & Trust, Waco, Texas50,635$16M3.3%+44813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC50,604$16M0.47%-2,22813F-HRTimelineGroup
Peterson Wealth Services6,646$16M4.41%-44,49113F-HRTimeline
HOERTKORN RICHARD CHARLES50,557$15.9M6.17%-1,85513F-HRTimeline
Inlet Private Wealth, LLC50,490$15.9M3.59%+2613F-HRTimeline
Nan Shan Life Insurance Co., Ltd.50,424$15.9M0.34%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.50,403$15.9M0.75%+1,17513F-HRTimeline
Rench Wealth Management, Inc.50,317$15.9M4.66%-1613F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…50,267$15.9M0.75%-17,70413F-HRTimeline
Ascent Wealth Partners, LLC50,065$15.8M1.83%-19613F-HRTimeline
Matthew 25 Management Corp50,000$15.8M4.86%-2,00013F-HRTimeline
YHB Investment Advisors, Inc.49,956$15.8M1.15%+29213F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd49,870$15.7M0.05%013F-HRTimelineGroup
BOYAR ASSET MANAGEMENT INC.49,831$15.7M9.95%-97513F-HRTimeline
Confluence Wealth Services, Inc.49,781$15.7M0.77%+14213F-HRTimeline
DRW Securities, LLC49,498$15.6M0.8%+15,00713F-HRTimeline
Marietta Wealth Management, LLC49,489$15.6M1.91%+9413F-HRTimeline
Cercano Management LLC49,354$15.6M0.6%-44,71913F-HRTimeline
KG Capital Management49,981$15.6M4.28%-1,22913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC49,306$15.6M0.68%+19013F-HRTimeline
Osprey Private Wealth LLC48,910$15.4M5.61%+13,58013F-HRTimeline
IFP Advisors, Inc48,868$15.4M0.4%+2,56513F-HR/ATimeline
Baldwin Investment Management, LLC48,789$15.4M1.76%-17713F-HRTimeline
Blue Trust, Inc.48,519$15.3M0.17%+86513F-HRTimeline
Prosperity Consulting Group, LLC48,461$15.3M0.75%+1,65213F-HRTimeline
Smartleaf Asset Management LLC48,398$15.3M0.95%+10,93913F-HRTimeline
Stokes Family Office, LLC48,377$15.3M1.45%+67413F-HRTimeline
Embree Financial Group48,374$15.3M2.05%+37813F-HRTimeline
Shorepoint Capital Partners LLC48,348$15.3M3.03%13F-HRTimeline
Adalta Capital Management LLC48,212$15.2M6.9%013F-HRTimeline
TWIN CAPITAL MANAGEMENT INC48,151$15.2M1.91%-11,74413F-HRTimeline
Shepherd Financial Partners LLC48,091$15.2M1.44%+2313F-HRTimeline
Generali Investments CEE, investicni sp…48,059$15.2M1.15%-1,08913F-HRTimeline
Family Capital Trust Co47,945$15.1M5.06%-1,94913F-HRTimeline
Artisan Partners Limited Partnership47,892$15.1M0.02%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…47,864$15.1M0.54%+6,97813F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC47,860$15.1M1.58%-20213F-HRTimeline
BRAVE ASSET MANAGEMENT INC47,807$15.1M3.68%+12513F-HRTimeline
Atlanta Consulting Group Advisors, LLC47,478$15M3.66%+23813F-HRTimeline
Pine Valley Investments Ltd Liability Co47,418$15M0.78%-2,91113F-HRTimeline
Annex Advisory Services, LLC47,079$14.9M0.32%-6,26213F-HRTimeline
Stokes Capital Advisors, LLC46,971$14.8M3.45%-34113F-HRTimeline
Core Alternative Capital46,869$14.8M4.29%-4,73513F-HRTimeline
Clarity Financial LLC46,812$14.8M1.47%-6,66713F-HRTimeline
Beck Bode, LLC46,617$14.7M2.38%new13F-HRTimeline
Pure Financial Advisors, LLC46,521$14.7M0.23%-1,54713F-HRTimeline
Jaffetilchin Investment Partners, LLC46,511$14.7M0.88%-41313F-HRTimeline
Belpointe Asset Management LLC46,462$14.7M0.56%-1,92913F-HRTimeline
DUNCKER STREETT & CO INC46,038$14.5M2.53%+31013F-HRTimeline
Altrafin AG46,020$14.5M4.6%-3,82513F-HRTimeline
Community Financial Services Group, LLC46,005$14.5M2.66%-92713F-HRTimeline
BOSTON FAMILY OFFICE LLC45,962$14.5M0.92%-24913F-HRTimeline
PIONEER TRUST BANK N A/OR45,905$14.5M3.39%-91513F-HRTimeline
Mystic Asset Management, Inc.45,677$14.4M3.25%-20313F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…45,573$14.4M0.83%-14,01713F-HRTimeline
Canal Capital Management, LLC45,555$14.4M2.16%-1813F-HRTimeline
BEARING POINT CAPITAL, LLC45,552$14.4M2.47%-46713F-HRTimeline
Texas Capital Bank Wealth Management Se…45,542$14.4M1.18%+4,65713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE45,523$14.4M2.09%-64513F-HRTimeline
Ipswich Investment Management Co., Inc.45,496$14.4M3.35%-3613F-HRTimeline
Fulcrum Capital LLC45,400$14.3M2.94%-1,45813F-HRTimeline
Fulton Bank, N.A.45,398$14.3M0.5%-1,02913F-HRTimeline
RPG Investment Advisory, LLC45,395$14.3M1.69%-21713F-HRTimeline
Access Investment Management LLC45,392$14.3M3.85%-5,00013F-HRTimeline
Brown Miller Wealth Management, LLC45,388$14.3M4.06%+29913F-HRTimeline
Apriem Advisors45,383$14.3M1.35%+60913F-HRTimeline
L & S Advisors Inc45,240$14.3M1.37%-1,36913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC45,180$14.3M1.86%013F-HRTimeline
Coastal Bridge Advisors, LLC45,158$14.2M1.08%-1,15113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC45,096$14.2M0.34%+51213F-HRTimeline
Westover Capital Advisors, LLC45,035$14.2M2.63%-36513F-HRTimeline
SCHULHOFF & CO INC45,014$14.2M6.06%-13613F-HRTimeline
Wedmont Private Capital46,117$14.2M0.53%+2,07013F-HRTimeline
Allen Capital Group, LLC44,957$14.2M1.35%+1,97813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…44,936$14.2M3%-2,41813F-HRTimeline
180 GPS Investments IC Ltd44,737$14.1M8.2%13F-HRTimeline
BALLAST ADVISORS LLC44,605$14.1M3.88%-69113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …44,531$14M1.84%-27313F-HRTimeline
Mirabaud Asset Management Ltd44,453$14M6.8%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC44,422$14M1.87%+16813F-HRTimeline
Trueblood Wealth Management, LLC44,339$14M5.45%-45413F-HRTimeline
Bard Financial Services, Inc.44,060$13.9M1.53%-60013F-HRTimeline
Nelson Capital Management, LLC43,991$13.9M1.65%+2,24313F-HRTimeline
SageView Advisory Group, LLC43,990$13.9M0.48%-1,76013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding43,928$13.9M+737Timeline
KINGSWOOD WEALTH ADVISORS, LLC43,951$13.9M0.84%+13,95213F-HRTimeline
Liontrust Investment Partners LLP43,922$13.9M0.2%new13F-HR/ATimeline
SHELTON CAPITAL MANAGEMENT43,892$13.8M0.3%+4,70413F-HRTimeline
CITY HOLDING CO43,879$13.8M1.74%+1,20713F-HRTimeline
INTRUST BANK NA43,829$13.8M1.15%+33213F-HRTimeline
Patton Albertson Miller Group, LLC43,774$13.8M1.67%-1,09713F-HRTimeline
Elk River Wealth Management LLC43,772$13.8M2.21%-17413F-HRTimeline
SYON CAPITAL LLC43,589$13.7M0.74%+4,94413F-HRTimeline
Jacobi Capital Management LLC43,452$13.7M0.83%-81813F-HRTimeline
Rollins Financial Advisors, LLC43,442$13.7M2.07%-50813F-HRTimeline
Pettee Investors, Inc.43,381$13.7M7.53%-2,21513F-HRTimeline
PARTHENON LLC43,360$13.7M1.52%+46213F-HRTimeline
PLIMOTH TRUST CO LLC43,360$13.7M3.1%-2,14213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.43,221$13.6M1.82%-1,94213F-HRTimeline
Bangor Savings Bank43,125$13.6M1.13%-59213F-HRTimeline
XML Financial, LLC42,871$13.5M1.1%-1,50013F-HRTimeline
CX Institutional42,824$13.5M0.41%+16,99413F-HRTimeline
Private Advisory Group LLC42,778$13.5M1.18%-1,47013F-HRTimeline
Xcel Wealth Management, LLC42,766$13.5M3.51%-34313F-HRTimeline
SevenBridge Financial Group, LLC42,024$13.5M2.22%-1,85613F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC42,642$13.5M1.14%-19113F-HRTimelineGroup
Bridgewater Advisors Inc.42,869$13.4M0.93%-30013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV42,508$13.4M4.77%-70613F-HRTimeline
First Western Trust Bank42,424$13.4M0.61%-1,48813F-HRTimeline
PROFUND ADVISORS LLC42,418$13.4M0.43%+2,30313F-HRTimeline
Royal Fund Management, LLC42,293$13.3M1.61%-7,12113F-HRTimeline
Parcion Private Wealth LLC42,305$13.3M0.83%+1,08213F-HRTimeline
COERENTE CAPITAL MANAGEMENT42,191$13.3M2.36%-1,25513F-HRTimeline
Nordwand Advisors, LLC42,113$13.3M2.11%+4,26313F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV42,057$13.3M5.59%+15013F-HRTimeline
Interval Partners, LP41,787$13.2M0.28%-44,04613F-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