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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
STRATEGIC PLANNING GROUP, LLC41,251$12.1M1.7%+5613F-HRTimeline
Nilsine Partners, LLC38,930$12.1M0.95%+4,25613F-HRTimeline
First National Bank of Mount Dora, Trus…41,218$12.1M2.62%+6,49213F-HRTimeline
Northside Capital Management, LLC41,149$12.1M1.06%-10,76813F-HRTimeline
Trueblood Wealth Management, LLC41,132$12.1M4.73%-90313F-HRTimeline
Redmond Asset Management, LLC41,066$12.1M3.3%+1,68813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…41,055$12.1M2.84%+95913F-HRTimeline
First Nebraska Trust Co41,041$12.1M1.12%-11813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP41,016$12.1M0.17%-43,97713F-HRTimelineGroup
RBF Capital, LLC41,000$12.1M0.59%013F-HR/ATimeline
BALLAST ADVISORS LLC40,967$12.1M3.51%+12713F-HR/ATimeline
First Western Trust Bank40,951$12M0.61%-95913F-HRTimeline
Csenge Advisory Group40,925$12M0.55%+313F-HRTimeline
Anchor Investment Management, LLC40,707$12M1%+57713F-HRTimeline
WESPAC Advisors SoCal, LLC40,697$12M2.55%+1,98213F-HRTimeline
GAM Holding AGin group GAM Holding AG40,667$12M1.05%-14,81313F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD40,645$12M0.56%+37613F-HRTimeline
AssuredPartners Investment Advisors, LLC40,420$11.9M1.3%+12,50513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…40,503$11.9M0.81%+45313F-HRTimeline
Citizens National Bank Trust Department40,474$11.9M1.98%-4313F-HRTimeline
Claro Advisors Inc.40,463$11.9M1.43%+1,85413F-HRTimeline
Avidian Wealth Enterprises, LLC40,458$11.9M0.38%+19,76713F-HRTimeline
Arista Wealth Management, LLC40,425$11.9M1.45%+1,80313F-HRTimeline
Constitution Capital LLC40,406$11.9M5.94%+62213F-HRTimeline
American Money Management, LLC40,357$11.9M1.88%+6513F-HRTimeline
Chronos Wealth Management, LLC40,210$11.8M5.72%-14413F-HRTimeline
Fulcrum Capital LLC40,058$11.8M2.56%-5,15613F-HRTimeline
Apella Capital, LLC37,770$11.7M0.17%+15,59013F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV39,832$11.7M5.14%+29513F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC39,744$11.7M1.11%-1,76213F-HRTimelineGroup
Parkside Financial Bank & Trust39,730$11.7M0.9%-37013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.39,724$11.7M4.65%-18813F-HRTimeline
XML Financial, LLC39,671$11.7M0.94%-1,28313F-HRTimeline
Clearstead Trust, LLC39,656$11.7M1.9%-5913F-HRTimeline
LANARK FINANCIAL, INC.39,555$11.6M0.87%-41313F-HRTimeline
Premier Fund Managers Ltd40,941$11.6M0.82%-41,38313F-HRTimeline
Security National Bank39,512$11.6M1.69%+95413F-HRTimeline
Mechanics Bank Trust Department39,391$11.6M1.6%+1,64013F-HRTimeline
FFG Partners, LLC39,329$11.6M4.58%-19,30513F-HRTimeline
EVOKE WEALTH, LLC39,316$11.6M0.21%+72013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…39,316$11.6M0.12%-71,92013F-HRTimelineGroup
Plan Group Financial, LLC39,302$11.6M2.71%+32813F-HRTimeline
GM Advisory Group, LLC39,273$11.6M0.44%+5,06213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC39,272$11.6M0.46%+2,82513F-HRTimeline
CHILTON INVESTMENT CO INC.39,254$11.5M0.27%-2,82013F-HRTimeline
Empire Financial Management Company, LLC39,241$11.5M2.61%-37013F-HRTimeline
Bradley & Co. Private Wealth Management…39,211$11.5M6.08%+1,56913F-HRTimeline
Altrafin AG39,186$11.5M3.97%-8,09413F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC39,172$11.5M1.93%+3,34513F-HRTimeline
Stablepoint Partners, LLC39,144$11.5M1.71%+54513F-HRTimeline
BCS Private Wealth Management, Inc.39,037$11.5M3.49%+2,64713F-HRTimeline
RMR Wealth Builders38,941$11.5M0.9%+1,41413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.38,935$11.5M2.35%-26113F-HRTimeline
Bangor Savings Bank38,873$11.4M0.91%-24313F-HRTimeline
Torray Investment Partners LLC38,859$11.4M1.68%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…38,844$11.4M3.22%-15913F-HRTimeline
Lorne Steinberg Wealth Management Inc.38,788$11.4M2.7%+43213F-HRTimeline
Sargent Investment Group, LLC38,764$11.4M1.5%+1,97213F-HRTimeline
Accurate Wealth Management, LLC36,768$11.4M1.37%+9813F-HRTimeline
CX Institutional38,713$11.4M0.35%-89313F-HRTimeline
Xcel Wealth Management, LLC38,501$11.3M3.15%-4,21613F-HRTimeline
Broadleaf Partners, LLC38,456$11.3M2.64%-1,30313F-HRTimeline
Strategic Advisors LLC38,414$11.3M1.88%-67913F-HRTimeline
SageView Advisory Group, LLC38,401$11.3M0.41%-2,39813F-HRTimeline
BEACON FINANCIAL GROUP38,248$11.3M1.12%-48213F-HRTimeline
Fusion Capital, LLC37,989$11.2M3.02%-53713F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd37,958$11.2M0.85%+8,53113F-HRTimelineGroup
VAN STRUM & TOWNE INC.37,777$11.1M3.24%-45813F-HRTimeline
Tradewinds, LLC.35,455$11.1M3.57%-1,84113F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC37,577$11.1M2.52%-14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Codex Capital Asset Management L.L.C.37,750$11M4.27%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC37,493$11M0.27%+2,19013F-HRTimeline
Financial Strategies Group, Inc.35,300$11M1.84%+1,86913F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…37,365$11M2.64%-10,99913F-HRTimelineGroup
Chemistry Wealth Management LLC37,234$11M1.93%-15313F-HRTimeline
Commonwealth Retirement Investments LLC37,202$10.9M3.39%+69913F-HRTimeline
B & T Capital Management DBA Alpha Capi…37,184$10.9M1.59%-54113F-HRTimeline
PRIVATE TRUST CO NA37,048$10.9M0.97%+29113F-HRTimeline
Fulcrum Asset Management LLP38,377$10.9M1.65%+1,56213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH37,014$10.9M3.34%-24813F-HRTimeline
Compass Wealth Management LLC36,988$10.9M2.69%-2,56313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,261,880$10.9M0.76%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.36,870$10.8M0.58%-14,85513F-HRTimelineGroup
Cinctive Capital Management LP36,810$10.8M0.71%new13F-HRTimeline
Systematic Alpha Investments, LLC36,804$10.8M0.38%013F-HRTimeline
PFG Advisors36,795$10.8M0.53%+77713F-HRTimeline
Concord Investment Counsel Inc.36,673$10.8M3.63%-27513F-HRTimeline
Valmark Advisers, Inc.36,638$10.8M0.13%-4,49413F-HRTimeline
Frisch Financial Group, Inc.36,575$10.8M2.25%-1,53713F-HRTimeline
HighPoint Advisor Group LLC36,523$10.7M0.45%-190,17213F-HRTimeline
Gryphon Financial Partners LLC36,503$10.7M1.13%+1,84713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA36,419$10.7M2.21%-1,48813F-HRTimeline
Cordatus Wealth Management LLC36,391$10.7M2.55%-6313F-HRTimeline
Hilton Capital Management, LLC36,355$10.7M0.81%-1,71713F-HRTimeline
DT Investment Partners, LLC36,349$10.7M0.89%-1,35113F-HRTimeline
Stonebridge Financial Group, LLC36,326$10.7M0.88%+2,96413F-HRTimeline
Bogart Wealth, LLC36,301$10.7M0.41%+1,06813F-HRTimeline
Tema ETFs LLC36,204$10.6M0.72%-31913F-HRTimeline
Icon Wealth Advisors, LLC34,424$10.6M0.69%-5,97813F-HRTimeline
HORAN Wealth, LLC35,452$10.6M1.01%-4513F-HRTimeline
CVFG LLC35,992$10.6M1.32%+33,96713F-HRTimeline
Resonant Capital Advisors, LLC35,957$10.6M0.56%+92413F-HRTimeline
Stamos Capital Partners, L.P.35,956$10.6M1.65%+8,51313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT35,915$10.6M0.68%-1,03613F-HRTimeline
New Republic Capital, LLC35,849$10.5M3.55%+3,36513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.35,822$10.5M0.96%-32,87013F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC35,796$10.5M1.81%-37913F-HRTimeline
CFM WEALTH PARTNERS LLC35,787$10.5M1.58%+20713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC35,718$10.5M0.57%+1,77813F-HRTimelineGroup
Core Alternative Capital35,713$10.5M3.1%-10,42713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.35,530$10.5M0.38%-1,04513F-HRTimelineGroup
Longbow Finance SA35,530$10.5M1.89%-11,41613F-HRTimeline
Blue Fin Capital, Inc.35,458$10.4M1.71%-11513F-HRTimeline
Simplicity Wealth,LLC35,400$10.4M0.59%+2,30713F-HRTimeline
First Business Financial Services, Inc.35,340$10.4M0.92%+3,23313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC35,286$10.4M0.74%+36913F-HRTimeline
McGinn Penninger Investment Management,…35,278$10.4M6.78%-5,99713F-HRTimeline
Access Investment Management LLC35,250$10.4M2.76%-10,14213F-HRTimeline
Werlinich Asset Management, LLC35,235$10.4M5.03%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.35,201$10.4M3.87%-1513F-HRTimeline
Paradiem, LLC35,174$10.3M2.28%013F-HRTimeline
Rheos Capital Works Inc.35,000$10.3M0.69%new13F-HRTimeline
Aaron Wealth Advisors LLC34,941$10.3M0.59%-5,27713F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC34,888$10.3M2.31%-813F-HRTimeline
Vancity Investment Management Ltd34,734$10.2M1.62%new13F-HRTimeline
AdvisorNet Financial, Inc34,698$10.2M0.53%+6213F-HRTimeline
Avior Wealth Management, LLC34,581$10.2M0.29%+1,47013F-HRTimeline
Koshinski Asset Management, Inc.34,538$10.2M0.63%-1,99213F-HRTimeline
Wealth Advisory Solutions, LLC34,365$10.1M2.25%-1,18213F-HRTimeline
Rockline Wealth Management, LLC34,355$10.1M2.2%-79913F-HRTimeline
EVERPAR ADVISORS LLC34,315$10.1M3.48%+44913F-HRTimeline
AlphaStar Capital Management, LLC34,279$10.1M0.74%-6,37113F-HRTimeline
Hodges Capital Management Inc.34,219$10.1M0.83%-8013F-HRTimeline
Bill Few Associates, Inc.34,218$10.1M2.41%+73413F-HRTimeline
Rehmann Capital Advisory Group34,167$10M0.52%+80113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp34,146$10M0.56%-2,62813F-HRTimelineGroup
Permanens Capital L.P.34,064$10M1.29%+6,62813F-HRTimeline
West Branch Capital LLC34,037$10M2.68%013F-HRTimeline
Pegasus Asset Management, Inc.33,998$10M3.2%+33913F-HR/ATimeline
Capital Investment Counsel, LLC33,992$10M1.37%+6613F-HRTimeline
EXCALIBUR MANAGEMENT CORP33,972$9.99M3.59%-15913F-HRTimeline
CHICAGO TRUST Co NA33,921$9.98M1.59%-1,30113F-HRTimeline
Legacy Financial Advisors, Inc.33,895$9.97M1.39%+33113F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC33,713$9.92M0.04%-27,58913F-HRTimeline
Clarity Wealth Advisors, LLC33,647$9.9M2.04%+15213F-HRTimeline
Obermeyer Wealth Partners33,576$9.88M0.45%-13113F-HRTimeline
Nikulski Financial, Inc.33,462$9.84M2.43%-22213F-HRTimeline
INTEGRITY ALLIANCE, LLC.33,409$9.83M0.37%+42813F-HRTimeline
ADVOCATE GROUP LLC33,344$9.81M1.53%-1,33213F-HRTimeline
Avestar Capital, LLC33,326$9.8M0.67%+4,35213F-HRTimeline
Occidental Asset Management, LLC33,285$9.79M1.16%+39813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC33,209$9.77M1.08%-4,99113F-HRTimeline
PHILADELPHIA TRUST CO33,199$9.77M0.69%-2513F-HRTimeline
Indiana Trust & Investment Management Co33,087$9.73M3.01%+1,32213F-HRTimeline
Columbia Asset Management33,083$9.73M1.85%-57913F-HRTimeline
RFG Advisory, LLC33,067$9.73M0.18%+713F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.33,000$9.71M1.21%new13F-HRTimelineGroup
Kentucky Farm Bureau Mutual Insurance Co33,000$9.71M2.95%013F-HRTimeline
American Trust32,923$9.68M0.86%-4,37213F-HRTimeline
Somerset Trust Co32,906$9.68M2.97%-62513F-HRTimeline
Engineers Gate Manager LP32,889$9.67M0.12%+28,03213F-HRTimeline
Founders Capital Management32,830$9.66M4.71%-64413F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.32,823$9.66M4.72%+83413F-HRTimeline
Essex LLC32,792$9.65M1.7%-44413F-HRTimeline
1248 Management, LLC32,729$9.63M4.46%013F-HRTimeline
LEUTHOLD GROUP, LLC32,725$9.63M1.03%+53713F-HRTimeline
Arjuna Capital32,701$9.62M2.45%+92813F-HRTimeline
Capital Asset Advisory Services LLC30,336$9.62M0.37%-2,27113F-HRTimeline
Soltis Investment Advisors LLC32,620$9.6M0.62%+52113F-HRTimeline
CADINHA & CO LLC32,576$9.58M1.79%-19,03813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC32,486$9.56M0.55%+1113F-HRTimeline
New Hampshire Trust32,383$9.53M1.92%-10313F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC32,364$9.52M2.22%-69213F-HR/ATimeline
Bell & Brown Wealth Advisors, LLC32,348$9.52M3.09%-45013F-HRTimeline
GeoWealth Management, LLC32,319$9.51M0.34%-58813F-HRTimeline
Beacon Bank & Trust32,201$9.47M1.94%-1,16513F-HRTimeline
SeaBridge Investment Advisors LLC32,075$9.44M1.6%+3,55913F-HRTimeline
Summerhill Capital Management lnc.31,974$9.41M8.21%+1,22813F-HRTimeline
Qtron Investments LLC31,775$9.35M1.27%+913F-HRTimeline
Focus Financial Network, Inc.31,737$9.34M0.33%-1,16313F-HRTimeline
McBroom & Associates, LLC31,718$9.33M5.2%-3,68313F-HRTimeline
AMICA MUTUAL INSURANCE CO31,708$9.33M0.8%+7,36313F-HRTimeline
Bedel Financial Consulting, Inc.31,500$9.27M1.07%-21713F-HRTimeline
CHAPIN DAVIS, INC.31,421$9.24M2.06%+1,02913F-HRTimeline
Beutel, Goodman & Co Ltd.31,400$9.24M0.06%-72513F-HRTimeline
LITTLE HOUSE CAPITAL LLC31,396$9.24M2.38%+2,57213F-HRTimeline
WealthShield Partners, LLC31,378$9.23M1.03%+21413F-HRTimeline
Baugh & Associates, LLC31,332$9.22M3.98%-18013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC29,402$9.21M3.29%-6913F-HRTimeline
Platform Technology Partners31,291$9.2M1.78%+2,18913F-HRTimeline
Cove Private Wealth, LLC31,253$9.19M2.09%+1,17213F-HRTimeline
Alpha Omega Wealth Management LLC31,209$9.18M1.49%-37813F-HRTimeline
Trust Asset Management LLC31,206$9.18M0.66%-713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,195$9.18M0.21%-1,17013F-HRTimelineGroup
Argentarii, LLC31,174$9.17M3.21%+6413F-HRTimeline
Hillsdale Investment Management Inc.31,132$9.16M0.25%+2,39713F-HRTimeline
Cooper Capital Advisors LLC31,094$9.15M6.4%-30513F-HRTimeline
Brown Shipley& Co Ltd31,077$9.14M5.49%+25813F-HRTimeline
NTV Asset Management LLC31,057$9.14M1%-1,03813F-HRTimeline
Ninety One North America, Inc.31,011$9.12M0.41%+4,19713F-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