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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,614 managers (4,677 13F filers) reported a position in JPM shares at 2025-03-31, 2,017,943,741 shares in all. 149 filers opened a position and 132 filers sold out during the quarter.

Managers
4,614
13F filers
4,677
New
149
Added
1,873
Reduced
2,142
Sold out
132
Shares held by filers
2,017,943,741

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INSIGHT PARTNERS, LLC32,750$8.03M1.4%-53513F-HRTimeline
BBR PARTNERS, LLC32,726$8.03M0.57%-74513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32,706$8.02M0.44%-5913F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC32,694$8.02M1.31%+98213F-HRTimeline
Resonant Capital Advisors, LLC32,586$7.99M0.56%-15613F-HRTimeline
Pegasus Asset Management, Inc.32,556$7.99M3.2%+15513F-HRTimeline
Stonebrook Private Inc.32,555$7.99M2.08%-23813F-HRTimeline
Heritage Wealth Management, Inc.32,457$7.96M2.71%-1,28413F-HRTimeline
WealthPlan Investment Management, LLC32,444$7.96M0.78%+2,41713F-HRTimeline
OSSIAM32,434$7.96M0.11%-1,23213F-HRTimeline
Trust Asset Management LLC32,424$7.95M0.65%-90613F-HRTimeline
Brick & Kyle, Associates32,840$7.94M3.65%-89313F-HRTimeline
Ransom Advisory, Ltd32,374$7.94M3.92%+21513F-HRTimeline
EVERPAR ADVISORS LLC32,369$7.94M4.22%-6213F-HRTimeline
CTC LLC32,364$7.94M1.27%+20,90313F-HRTimeline
Parkside Financial Bank & Trust32,254$7.91M1.01%-76813F-HRTimeline
Private Wealth Asset Management, LLC32,232$7.91M1.14%13F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…32,217$7.9M0.82%-45213F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC32,203$7.9M0.81%-18413F-HRTimeline
Koshinski Asset Management, Inc.32,055$7.86M0.67%+5,48113F-HRTimeline
WealthShield Partners, LLC32,022$7.86M1.01%+2,76513F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC32,018$7.85M0.19%-3,44713F-HRTimeline
Rehmann Capital Advisory Group31,998$7.85M0.49%+2,03013F-HRTimeline
WCG Wealth Advisors LLC31,870$7.82M0.59%-2,16013F-HR/ATimeline
E&G Advisors, LLC31,813$7.79M2.2%-38513F-HRTimeline
SENTINEL TRUST CO LBA31,682$7.77M0.92%-96413F-HRTimeline
Creegan & Nassoura Financial Group, LLC31,644$7.76M5.17%-57513F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.31,636$7.76M5.35%-9013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC31,625$7.76M1.6%-7813F-HRTimeline
Washington Trust Advisors, Inc.31,616$7.76M0.69%-20513F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding31,595$7.75M-35,405Timeline
AlTi Global, Inc.in group AlTi Global, Inc.31,588$7.75M0.2%-2,78413F-HRTimelineGroup
Bedel Financial Consulting, Inc.31,075$7.75M1.11%+23113F-HRTimeline
GC Wealth Management RIA, LLC31,526$7.73M1.42%+83413F-HRTimeline
Pathway Financial Advisers, LLC31,434$7.71M2.64%-1,14513F-HRTimeline
LEUTHOLD GROUP, LLC31,398$7.7M1%-2,22413F-HRTimeline
Sompo Asset Management Co., Ltd.31,377$7.7M1.43%-2,02013F-HRTimeline
Accurate Wealth Management, LLC32,533$7.68M1.47%+1,49913F-HRTimeline
Sheaff Brock Investment Advisors, LLC31,252$7.67M0.7%-26613F-HRTimeline
Grove Bank & Trust31,209$7.66M1.02%+2,80813F-HRTimeline
MSA Advisors, LLC31,200$7.65M1.96%+3,85013F-HRTimeline
Abbot Financial Management, Inc.31,171$7.65M3.97%+13713F-HRTimeline
NTV Asset Management LLC31,168$7.65M1.02%-2,36413F-HRTimeline
CHAPIN DAVIS, INC.31,130$7.64M2.6%-1,31113F-HRTimeline
Comprehensive Financial Consultants Ins…31,063$7.62M2.71%-1,22413F-HRTimeline
Advisor Resource Council35,103$7.6M0.61%new13F-HRTimeline
Ironvine Capital Partners, LLC30,971$7.6M0.82%013F-HRTimeline
Summerhill Capital Management lnc.30,903$7.58M10.16%-9,17513F-HRTimeline
Patten Group, Inc.30,894$7.58M1.74%-75013F-HRTimeline
SIMON QUICK ADVISORS, LLC30,882$7.58M0.43%+5,15513F-HRTimeline
Horan Capital Advisors, LLC.30,872$7.57M2.55%-64013F-HRTimeline
L2 Asset Management, LLC30,807$7.56M1.55%+5,54313F-HRTimeline
Stone Summit Wealth LLC30,767$7.55M2.56%-33413F-HRTimeline
Northwest Bancshares, Inc.30,742$7.54M1.39%-1,47613F-HRTimeline
Patriot Financial Group Insurance Agenc…30,624$7.51M1.01%+11413F-HRTimeline
DLK Investment Management, LLC30,615$7.51M3.14%-7,67813F-HRTimeline
William B. Walkup & Associates, Inc.30,581$7.5M4.57%013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC30,551$7.49M2.42%-1,33813F-HRTimeline
RDA Financial Network30,521$7.49M2.23%-17613F-HRTimeline
Kovack Advisors, Inc.30,504$7.48M0.79%-1,44013F-HRTimeline
Concorde Financial Corp30,484$7.48M4.12%-41013F-HRTimeline
Cooper Capital Advisors LLC30,403$7.46M7.99%-1,26813F-HRTimeline
Herold Advisors, Inc.30,396$7.46M1.64%+16013F-HRTimeline
Indiana Trust & Investment Management Co30,398$7.46M2.7%+87513F-HRTimeline
Overbrook Management Corp30,395$7.46M1.75%-1,14513F-HRTimeline
ARVEST INVESTMENTS, INC.30,393$7.46M1.18%-5,56413F-HRTimeline
FORTE CAPITAL LLC /ADV30,365$7.45M0.88%-67913F-HRTimeline
Sandhill Capital Partners LLC30,250$7.42M0.61%+3413F-HRTimeline
MIdWestOne Financial Group, Inc.30,237$7.42M1.05%-4313F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC30,232$7.42M1.79%+60713F-HRTimeline
Union Heritage Capital, LLC30,205$7.41M2.76%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.30,168$7.4M0.29%+21,77413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC30,110$7.39M0.27%-27313F-HRTimeline
Citizens Business Bank30,092$7.38M1.6%+9,82013F-HRTimeline
Addison Capital Co30,086$7.38M2.89%-1,35413F-HRTimeline
HCR Wealth Advisors30,006$7.36M0.96%-10513F-HRTimeline
AssuredPartners Investment Advisors, LLC29,970$7.35M1.42%+1,37513F-HRTimeline
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC29,970$7.35M4.34%013F-HRTimeline
Hamilton Point Investment Advisors, LLC29,950$7.35M1.32%+6213F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.29,902$7.34M4.14%-10113F-HRTimeline
Redwood Investments, LLC29,870$7.33M2.74%+11813F-HRTimeline
Parallax Volatility Advisers, L.P.29,867$7.33M0.24%+27,85413F-HRTimeline
Enterprise Bank & Trust Co29,855$7.32M2.83%+30813F-HRTimeline
Simplicity Wealth,LLC29,845$7.32M0.57%+13,16613F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.29,807$7.31M1.49%-13,60913F-HRTimeline
Integrated Investment Consultants, LLC29,789$7.31M1.46%+10,15513F-HR/ATimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC29,758$7.3M0.18%-55513F-HRTimeline
Sitrin Capital Management LLC29,722$7.29M3.93%-7,24513F-HRTimeline
Supplemental Annuity Collective Trust o…29,700$7.29M2.29%013F-HRTimeline
IFG Advisory, LLC29,695$7.28M0.4%+1,47613F-HRTimeline
Financiere des Professionnels - Fonds d…29,693$7.28M0.47%-4,47513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,675$7.28M0.66%-2,39913F-HR/ATimeline
HALL CAPITAL MANAGEMENT CO INC29,630$7.27M3.37%+1,59113F-HRTimeline
STRATEGIC PLANNING GROUP, LLC29,598$7.26M1.42%-64713F-HRTimeline
Avestar Capital, LLC29,516$7.24M0.69%+2,06513F-HRTimeline
Argyle Capital Management, LLC29,479$7.23M2.69%+313F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC29,454$7.23M2.32%+1213F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding29,387$7.21M-34,355Timeline
Patient Capital Management, LLC29,383$7.21M0.37%-313F-HRTimeline
Argent Advisors, Inc.29,378$7.21M2.41%+57213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC29,318$7.19M0.68%-36313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,305$7.19M0.21%+4,52513F-HRTimelineGroup
WEALTH EFFECTS LLC29,281$7.18M3.02%-1,27013F-HRTimeline
AMARILLO NATIONAL BANK29,273$7.18M1.4%013F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding29,361$7.18M+3,634Timeline
GUYASUTA INVESTMENT ADVISORS INC29,223$7.17M0.47%-8,72413F-HRTimeline
Financial Strategies Group, Inc.30,730$7.16M1.69%-97813F-HRTimeline
Family Legacy, Inc.29,128$7.15M2.45%-2,29713F-HRTimeline
SeaCrest Wealth Management, LLC29,080$7.13M0.81%+1,38813F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co29,000$7.11M1.72%013F-HRTimelineGroup
Baader Bank Aktiengesellschaft29,021$7.11M0.72%-4,83613F-HRTimeline
tru Independence LLC28,990$7.11M2.21%-24113F-HRTimeline
Bank of New Hampshire28,988$7.11M1.86%-1,00013F-HRTimeline
Texas Bank & Trust Co28,972$7.11M3.01%-26813F-HRTimeline
Naviter Wealth, LLC29,260$7.11M0.86%+53713F-HRTimeline
GM Advisory Group, LLC28,920$7.09M0.38%+93213F-HRTimeline
Compton Wealth Advisory Group, LLC28,715$7.04M1.95%-1,20313F-HRTimeline
Montecito Bank & Trust28,703$7.04M1.25%+5013F-HRTimeline
WRIGHT INVESTORS SERVICE INC28,692$7.04M2.33%-1,24913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MV CAPITAL MANAGEMENT, INC.28,663$7.03M0.75%-5713F-HRTimeline
Lauterbach Financial Advisors, LLC28,588$7.01M4.37%+1613F-HRTimeline
EVOKE WEALTH, LLC28,577$7.01M0.18%+73913F-HRTimeline
Hi-Line Capital Management, LLC28,531$7M2.62%+60113F-HRTimeline
DCM Advisors, LLC28,663$6.99M3.73%-3,93413F-HRTimeline
Leonteq Securities AG28,501$6.99M0.53%+27,40113F-HRTimeline
Sava Infond d.o.o.28,475$6.98M1.33%-55013F-HRTimeline
Parisi Gray Wealth Management28,435$6.98M2.28%+2,38713F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC28,391$6.96M1.85%013F-HRTimeline
Evergreen Private Wealth LLC28,364$6.96M3.25%-11613F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC28,289$6.94M0.96%013F-HRTimeline
Act Two Investors LLC28,287$6.94M1.47%-4513F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW28,280$6.94M1.3%-59713F-HRTimelineGroup
Great Lakes Retirement, Inc.28,259$6.93M0.91%+38313F-HRTimeline
Lincoln Capital LLC29,362$6.92M1.44%-52013F-HRTimeline
MTM Investment Management, LLC28,389$6.92M2.67%-42813F-HRTimeline
Berry Wealth Group, LP28,185$6.91M5.41%-74013F-HRTimeline
ROMANO BROTHERS AND COMPANY28,166$6.91M0.89%-75513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC28,086$6.89M1.74%-45113F-HRTimeline
SeaBridge Investment Advisors LLC28,055$6.88M1.49%+1,27513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC28,043$6.88M1.53%+5213F-HRTimeline
Platform Technology Partners28,038$6.88M2%+88013F-HRTimeline
High Note Wealth, LLC28,014$6.87M1.7%-3113F-HRTimeline
HOLDERNESS INVESTMENTS CO28,011$6.87M1.6%+10813F-HRTimeline
SkyOak Wealth, LLC27,987$6.87M1.5%+513F-HRTimeline
Formidable Asset Management, LLC27,972$6.86M1.15%-1,13913F-HRTimeline
Signal Advisors Wealth, LLC27,858$6.83M0.67%+3,23713F-HRTimeline
Gryphon Financial Partners LLC27,847$6.83M0.98%-1,27613F-HRTimeline
Codex Capital Asset Management L.L.C.28,000$6.83M3.22%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC27,756$6.81M0.54%+1,01313F-HRTimeline
Hayek Kallen Investment Management27,698$6.79M2.5%+24913F-HRTimeline
LJI Wealth Management, LLC27,689$6.79M1.35%+6113F-HRTimeline
Atlas Wealth LLC27,661$6.79M2.65%-94313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd27,660$6.78M0.13%-60,43913F-HRTimelineGroup
Agate Pass Investment Management, LLC27,599$6.77M2.9%+2,31513F-HRTimeline
LEE DANNER & BASS INC27,587$6.77M0.55%+2,95013F-HRTimeline
Scissortail Wealth Management, LLC27,578$6.76M1.74%-66913F-HRTimeline
Founders Financial Alliance, LLC27,510$6.75M1.64%+1,31013F-HRTimeline
Stonebridge Financial Group, LLC27,503$6.75M0.72%+23,23913F-HRTimeline
Vestmark Advisory Solutions, Inc.27,483$6.74M0.17%+13,87113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,184$6.67M0.02%+1,05013F-HRTimeline
Qsemble Capital Management, LP27,180$6.67M0.71%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC27,170$6.67M3.87%-1,06513F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…27,127$6.65M3.37%-35013F-HRTimeline
Strategic Financial Services, Inc.27,055$6.64M0.39%-1,30813F-HRTimeline
Modus Advisors, LLC27,046$6.63M2.17%+38413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC27,029$6.63M0.65%-55213F-HRTimeline
AdvisorNet Financial, Inc26,954$6.61M0.49%-1,89213F-HRTimeline
Mill Creek Capital Advisors, LLC26,918$6.6M0.16%+22213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp26,915$6.6M0.74%-12,74113F-HRTimelineGroup
Ironwood Investment Counsel, LLC26,888$6.6M1.14%+42913F-HRTimeline
Archford Capital Strategies, LLC26,882$6.59M0.97%+6,96813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC26,879$6.59M0.23%+6,08913F-HRTimeline
Mattern Wealth Management LLC26,872$6.59M1.46%+37013F-HRTimeline
Smithfield Trust Co26,887$6.59M0.33%-66013F-HRTimeline
RB Capital Management, LLC26,856$6.59M1.6%+64413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC26,792$6.57M1%-4013F-HRTimeline
First PREMIER Bank26,768$6.57M1.67%-89313F-HRTimeline
GeoWealth Management, LLC26,766$6.57M0.26%-6,33613F-HRTimeline
LVW Advisors, LLC26,762$6.56M0.79%-55413F-HRTimeline
Marcum Wealth, LLC26,761$6.56M0.57%-8,42413F-HRTimeline
New Republic Capital, LLC26,745$6.56M2.84%+7,01013F-HRTimeline
Consolidated Investment Group LLC26,702$6.55M1%-99013F-HRTimeline
Legacy Advisors, LLC26,697$6.55M0.68%+6213F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/26,678$6.54M0.42%-11213F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC26,675$6.54M1.38%-17,24113F-HRTimeline
Caliber Wealth Management, LLC / KS26,645$6.54M0.89%13F-HRTimeline
MSH Capital Advisors LLC26,627$6.53M2.02%-3,67813F-HRTimeline
United Bank26,622$6.53M2.7%-78313F-HRTimeline
J. W. Coons Advisors, LLC26,602$6.53M1.72%-45013F-HRTimeline
Cherokee Insurance Co26,510$6.5M2.87%013F-HRTimeline
DOVER ADVISORS, LLC26,491$6.5M2.83%+8,89113F-HRTimeline
EVERETT HARRIS & CO /CA/26,399$6.48M0.08%+17913F-HRTimeline
Lingohr Asset Management GmbH26,560$6.47M1.62%+23,72013F-HRTimeline
Inscription Capital, LLC32,315$6.47M1.07%13F-HRTimeline
Triangle Securities Wealth Management26,340$6.46M1.66%-63813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Old Port Advisors26,294$6.45M1.91%-51313F-HRTimeline
M Holdings Securities, Inc.26,263$6.44M1.07%+43513F-HRTimeline
Liberty Capital Management, Inc.26,259$6.44M1.43%+49513F-HRTimeline
ASPIRIANT, LLC26,253$6.44M0.22%-1,00213F-HRTimeline
Occidental Asset Management, LLC26,233$6.43M0.97%+2,25613F-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