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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
Anchor Investment Management, LLC41,559$13.1M1.09%+1,26213F-HRTimeline
Harbour Capital Advisors, LLC42,602$13.1M2.68%-4,40013F-HRTimeline
Signal Advisors Wealth, LLC41,470$13.1M1.19%+10,47613F-HRTimeline
Unison Asset Management LLC41,443$13.1M6.11%013F-HR/ATimeline
OXFORD FINANCIAL GROUP, LTD. LLC41,299$13M0.74%+1,22713F-HRTimeline
McGinn Penninger Investment Management,…41,242$13M7.63%-22013F-HRTimeline
Providence Capital Advisors, LLC41,189$13M2.25%+77613F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.41,278$13M2.96%-2,12213F-HRTimeline
RBF Capital, LLC41,000$12.9M0.59%013F-HRTimeline
Tradewinds, LLC.40,995$12.9M3.15%new13F-HRTimeline
Compass Wealth Management LLC40,977$12.9M2.89%-1,19013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.40,946$12.9M2.5%-1,99413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD40,922$12.9M0.64%-31313F-HRTimeline
First Nebraska Trust Co40,911$12.9M1.17%+24013F-HRTimeline
Valmark Advisers, Inc.40,850$12.9M0.17%+21013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…40,641$12.8M0.96%-26513F-HRTimeline
Chronos Wealth Management, LLC40,619$12.8M6.28%-56813F-HRTimeline
Citizens National Bank Trust Department40,491$12.8M2.28%-24013F-HRTimeline
Icon Wealth Advisors, LLC40,374$12.7M0.86%-1,92513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.40,362$12.7M5.43%-3,84613F-HRTimeline
Larson Financial Group LLC40,356$12.7M0.45%+2,72213F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …40,300$12.7M0.38%-20013F-HRTimelineGroup
LATHROP INVESTMENT MANAGEMENT CO40,127$12.7M2.33%+1,73013F-HRTimeline
CHILTON INVESTMENT CO INC.40,094$12.6M0.26%+17,73913F-HRTimeline
LANARK FINANCIAL, INC.40,088$12.6M0.97%-26713F-HRTimeline
Arista Wealth Management, LLC40,027$12.6M1.57%+76613F-HRTimeline
Empire Financial Management Company, LLC39,949$12.6M2.89%+13013F-HRTimeline
Redmond Asset Management, LLC39,877$12.6M3.09%-1,12913F-HRTimeline
BEACON FINANCIAL GROUP39,874$12.6M1.24%-83113F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…39,872$12.6M3.49%-3,30013F-HRTimeline
Parkside Financial Bank & Trust39,808$12.6M0.97%+62713F-HRTimeline
Broadleaf Partners, LLC39,780$12.5M2.62%+13,76513F-HRTimeline
FAS Wealth Partners, Inc.39,638$12.5M0.85%+65613F-HRTimeline
Constitution Capital LLC39,611$12.5M5.84%-89813F-HRTimeline
Csenge Advisory Group39,551$12.5M0.6%-81013F-HRTimeline
American Money Management, LLC39,535$12.5M2.08%-12113F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP39,566$12.5M1.08%+22,16413F-HR/ATimeline
Western Wealth Management, LLC39,472$12.5M0.66%+93713F-HRTimeline
ADVOCATE GROUP LLC39,466$12.4M2.05%-1,05313F-HRTimeline
Claro Advisors Inc.39,398$12.4M1.81%+51213F-HRTimeline
Global Wealth Management Investment Adv…39,349$12.4M2.08%-2,65013F-HRTimeline
STRATEGIC PLANNING GROUP, LLC39,168$12.4M1.67%+8,17013F-HRTimeline
Legacy Trust39,140$12.3M2.43%+2,94213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC39,116$12.3M1.42%-1,99813F-HRTimeline
Waratah Capital Advisors Ltd.39,115$12.3M0.84%+2,51213F-HRTimeline
Bridge Creek Capital Management LLC39,033$12.3M3.42%-1,94913F-HRTimeline
Bradley & Co. Private Wealth Management…39,009$12.3M6.81%-40213F-HRTimeline
VIKING FUND MANAGEMENT LLC39,000$12.3M1.49%-3,00013F-HRTimeline
Arete Wealth Advisors, LLC38,929$12.3M0.77%+2,20113F-HRTimeline
Torray Investment Partners LLC38,859$12.3M1.66%-14,54513F-HRTimeline
Fusion Capital, LLC39,311$12.2M3.56%-64213F-HRTimeline
Strategic Advisors LLC38,748$12.2M1.97%+42513F-HRTimeline
Lorne Steinberg Wealth Management Inc.38,650$12.2M2.94%+13013F-HRTimeline
VAN STRUM & TOWNE INC.38,638$12.2M3.58%-89313F-HRTimeline
RWQ Financial Management Services, Inc.38,610$12.2M5.28%-17,59013F-HRTimeline
BCS Private Wealth Management, Inc.38,593$12.2M4.36%-31013F-HRTimeline
Robertson Stephens Wealth Management, L…38,550$12.2M0.37%+1,32113F-HRTimeline
HARBOUR INVESTMENTS, INC.38,527$12.2M0.28%+61813F-HRTimeline
Hennion & Walsh Asset Management, Inc.38,517$12.1M0.44%+2,66213F-HRTimeline
WESPAC Advisors SoCal, LLC38,512$12.1M2.47%-1,22613F-HRTimeline
Security National Bank38,497$12.1M1.86%+1,01213F-HRTimeline
Stablepoint Partners, LLC38,432$12.1M1.92%-71913F-HRTimeline
B & T Capital Management DBA Alpha Capi…38,431$12.1M1.92%-1,07913F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA38,343$12.1M2.49%-1,23913F-HRTimeline
Advanced Asset Management Advisors Inc38,277$12.1M3.23%+7013F-HRTimeline
Frisch Financial Group, Inc.38,230$12.1M2.81%+11513F-HRTimeline
Apexium Financial, LP38,217$12.1M0.59%+38513F-HRTimeline
Leonteq Securities AG37,988$12M0.64%-6,78613F-HRTimeline
Mechanics Bank Trust Department37,926$12M1.68%-1,13213F-HRTimeline
Concord Investment Counsel Inc.37,922$12M3.8%13F-HRTimeline
Fulcrum Asset Management LLP37,906$12M3.31%-1,05313F-HR/ATimeline
Chemistry Wealth Management LLC37,857$11.9M2.3%+16913F-HRTimeline
CHICAGO TRUST Co NA37,834$11.9M1.66%-2,36113F-HRTimeline
PRIVATE TRUST CO NA37,669$11.9M1.05%-4,50213F-HRTimeline
Onex Canada Asset Management Inc.37,652$11.9M1.5%-3,58613F-HRTimeline
Graves Light Lenhart Wealth, Inc.37,581$11.9M1.32%-1,00213F-HRTimeline
Wells Trecaso Financial Group, LLC37,574$11.9M5.63%-26,50613F-HRTimeline
EARNEST PARTNERS LLC37,460$11.8M0.05%-2,06013F-HRTimeline
DT Investment Partners, LLC37,440$11.8M1%-41713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp37,427$11.8M0.66%-78113F-HRTimelineGroup
IFG Advisory, LLC37,408$11.8M0.54%+7,48413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.37,376$11.8M0.28%+1,03713F-HRTimelineGroup
American Trust37,325$11.8M0.99%+7513F-HRTimeline
EVOKE WEALTH, LLC37,252$11.8M0.25%+3,75013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH37,215$11.7M3.5%-76213F-HRTimeline
Tema ETFs LLC36,909$11.6M0.97%+34,73613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC36,891$11.6M1.95%+1,29713F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC36,830$11.6M1.22%-4,16713F-HRTimeline
Systematic Alpha Investments, LLC36,804$11.6M0.38%013F-HRTimeline
Clearstead Trust, LLC36,729$11.6M1.98%+1,26713F-HRTimeline
BigSur Wealth Management LLC36,576$11.5M2.83%-2,11513F-HRTimeline
Cordatus Wealth Management LLC36,561$11.5M2.72%+8013F-HRTimeline
Commonwealth Retirement Investments LLC36,532$11.5M3.92%+34013F-HRTimeline
DF DENT & CO INC36,522$11.5M0.15%+1,47713F-HRTimeline
BANK OF HAWAII36,469$11.5M0.57%-3,29213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT36,418$11.5M0.75%+39813F-HRTimeline
RMR Wealth Builders36,323$11.5M0.96%+1,08613F-HRTimeline
WealthPlan Investment Management, LLC36,118$11.4M0.76%-1,47913F-HRTimeline
Blue Fin Capital, Inc.36,045$11.4M1.79%-22513F-HRTimeline
Avior Wealth Management, LLC35,907$11.3M0.36%-2,57713F-HRTimeline
Sargent Investment Group, LLC35,791$11.3M1.61%+1,46613F-HRTimeline
Wealth Advisory Solutions, LLC35,766$11.3M2.73%-78813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC35,766$11.3M0.43%-22813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC35,669$11.3M0.32%+9713F-HRTimeline
Accurate Wealth Management, LLC37,205$11.2M1.5%+2,53713F-HRTimeline
First National Bank of Mount Dora, Trus…35,437$11.2M2.47%-8,84813F-HRTimeline
Qtron Investments LLC35,362$11.2M1.38%-37813F-HRTimeline
HORAN Wealth, LLC35,360$11.2M1.76%+4,64613F-HRTimeline
Gifford Fong Associates35,296$11.1M2.34%013F-HRTimeline
McBroom & Associates, LLC35,254$11.1M5.29%-83013F-HRTimeline
Werlinich Asset Management, LLC35,197$11.1M5.52%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.35,185$11.1M4.1%+48713F-HRTimeline
Resonant Capital Advisors, LLC35,181$11.1M0.65%-12313F-HRTimeline
Paradiem, LLC35,174$11.1M2.59%013F-HRTimeline
Hilton Capital Management, LLC35,143$11.1M0.9%-3,11213F-HRTimeline
Bogart Wealth, LLC35,105$11.1M0.45%+20913F-HRTimeline
Koshinski Asset Management, Inc.35,085$11.1M0.74%+1,43413F-HRTimeline
Savvy Advisors, Inc.35,007$11M0.51%+3,68913F-HRTimeline
Beacon Bank & Trust34,974$11M2.38%-1,64013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC34,954$11M2.22%-19613F-HRTimeline
Sandhill Capital Partners LLC34,937$11M0.77%-59313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC34,909$11M0.14%+29,82113F-HR/ATimelineGroup
EXCALIBUR MANAGEMENT CORP34,804$11M3.98%-34313F-HRTimeline
SPC Financial, Inc.34,783$11M0.86%-23313F-HRTimeline
BCWM, LLC34,729$11M3.28%-7,04013F-HRTimeline
Simplicity Wealth,LLC34,698$10.9M0.63%-17,88713F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC34,535$10.9M2.38%-55413F-HR/ATimeline
AdvisorNet Financial, Inc34,517$10.9M0.62%+7,04213F-HRTimeline
Trivium Point Advisory, LLC34,415$10.9M1.11%-3,93213F-HRTimeline
Hodges Capital Management Inc.34,392$10.8M0.93%-1,82613F-HRTimeline
Bristlecone Advisors, LLC34,386$10.8M0.91%-76613F-HRTimeline
Columbia Asset Management34,351$10.8M2.03%-23913F-HRTimeline
GeoWealth Management, LLC34,321$10.8M0.39%+7,39813F-HRTimeline
CFM WEALTH PARTNERS LLC34,299$10.8M1.57%+1,26113F-HRTimeline
Rockline Wealth Management, LLC34,296$10.8M2.24%+25513F-HRTimeline
Legacy Financial Advisors, Inc.34,235$10.8M1.49%-4513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…34,223$10.8M0.43%+53213F-HRTimelineGroup
Somerset Trust Co34,193$10.8M3.33%-42413F-HRTimeline
Founders Capital Management34,185$10.8M5.71%-15213F-HRTimeline
Nilsine Partners, LLC34,114$10.8M0.97%+1,83913F-HRTimeline
Codex Capital Asset Management L.L.C.34,250$10.8M4.05%+6,25013F-HRTimeline
Arrow Capital Pty Ltd22,500$10.7M5.75%-1,95913F-HRTimeline
PHILADELPHIA TRUST CO33,909$10.7M0.75%-47913F-HRTimeline
Nikulski Financial, Inc.33,905$10.7M2.69%+15413F-HRTimeline
West Branch Capital LLC33,883$10.7M2.8%-3113F-HRTimeline
Capital Investment Counsel, LLC33,800$10.7M1.57%-2,26613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC33,774$10.7M0.75%-22713F-HRTimeline
New Hampshire Trust33,706$10.6M2.05%+14013F-HRTimeline
Genus Capital Management Inc.33,672$10.6M1.23%-19,39613F-HRTimeline
Clarity Wealth Advisors, LLC33,611$10.6M2.34%-7313F-HRTimeline
Aaron Wealth Advisors LLC33,561$10.6M0.64%+11,94213F-HRTimeline
Bell & Brown Wealth Advisors, LLC33,538$10.6M3.46%-44513F-HRTimeline
Rehmann Capital Advisory Group33,467$10.6M0.58%+8613F-HRTimeline
Obermeyer Wealth Partners33,427$10.5M0.49%-82613F-HRTimeline
Pegasus Asset Management, Inc.33,378$10.5M3.38%+31713F-HR/ATimeline
GM Advisory Group, LLC33,357$10.5M0.45%+49113F-HRTimeline
Seneca House Advisors33,338$10.5M4.25%-2,37813F-HRTimeline
1248 Management, LLC33,270$10.5M5.92%-10,90913F-HRTimeline
Stonebrook Private Inc.33,216$10.5M2.26%+34613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…33,171$10.5M0.88%+20413F-HRTimelineGroup
Capital Asset Advisory Services LLC33,089$10.4M0.45%+50713F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co33,000$10.4M2.56%013F-HRTimeline
EVERPAR ADVISORS LLC32,960$10.4M4.11%+12113F-HRTimeline
Alpha Omega Wealth Management LLC32,917$10.4M1.73%-2,31213F-HR/ATimeline
Bill Few Associates, Inc.32,870$10.4M2.67%+2613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,761$10.3M0.25%+79413F-HRTimelineGroup
HARVEY CAPITAL MANAGEMENT INC32,702$10.3M2.2%-1,17013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brick & Kyle, Associates32,686$10.3M3.8%-12713F-HRTimeline
Essex LLC32,660$10.3M1.87%-61913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd32,458$10.2M0.13%+31,76013F-HRTimelineGroup
Trust Asset Management LLC32,424$10.2M0.7%013F-HRTimeline
OSSIAM32,351$10.2M0.13%+1,89913F-HRTimeline
Baader Bank Aktiengesellschaft32,520$10.2M0.85%+7,43013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHEMUNG CANAL TRUST CO32,291$10.2M2.03%-1,48213F-HRTimeline
CHAPIN DAVIS, INC.32,275$10.2M2.5%+13513F-HRTimeline
Focus Financial Network, Inc.32,241$10.2M0.36%+76113F-HRTimeline
Arjuna Capital32,197$10.2M2.52%+17613F-HRTimeline
Covington Investment Advisors Inc.32,191$10.2M1.33%-47113F-HRTimeline
Brown Shipley& Co Ltd32,137$10.1M5.35%-5,20513F-HRTimeline
Beutel, Goodman & Co Ltd.32,125$10.1M0.06%-52513F-HRTimeline
Financial Strategies Group, Inc.32,701$10.1M1.93%+65813F-HRTimeline
NatWest Group plcin group NatWest Group plc32,040$10.1M2.5%+42313F-HRTimelineGroup
Cottage Street Advisors LLC32,127$10.1M4.29%-36313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC31,995$10.1M1.3%-42713F-HRTimeline
NTV Asset Management LLC31,978$10.1M1.1%+1,18613F-HRTimeline
LEUTHOLD GROUP, LLC31,963$10.1M1.1%+1,08113F-HRTimeline
Citizens Business Bank31,875$10.1M1.68%+88113F-HRTimeline
RFG Advisory, LLC31,870$10.1M0.21%-2,45713F-HRTimeline
Strategic Blueprint, LLC31,818$10M0.44%+3,13313F-HRTimeline
White Pine Investment CO31,749$10M2.38%-77013F-HRTimeline
Coppell Advisory Solutions LLC31,697$10M1.06%-4,52013F-HRTimeline
First Interstate Bank31,660$9.99M0.55%-58813F-HRTimeline
Asset Dedication, LLC31,641$9.98M0.67%-2,98913F-HRTimeline
First Business Financial Services, Inc.31,583$9.96M0.91%-2,36713F-HRTimeline
Ausdal Financial Partners, Inc.31,519$9.94M0.48%+7,55413F-HRTimeline
Naviter Wealth, LLC31,489$9.93M1.16%+1,52913F-HRTimeline
WealthShield Partners, LLC31,406$9.91M1.12%-7913F-HRTimeline
Bedel Financial Consulting, Inc.31,379$9.9M1.26%+39913F-HRTimeline
Cooper Capital Advisors LLC31,302$9.87M6.38%+78013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC31,291$9.87M2.27%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