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JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,696 managers (4,765 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,723,306 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers
4,696
13F filers
4,765
New
126
Added
1,949
Reduced
2,122
Sold out
99
Shares held by filers
1,960,723,306

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
MSA Advisors, LLC31,200$9.84M2.46%013F-HRTimeline
E&G Advisors, LLC31,173$9.81M2.28%+15713F-HRTimeline
Field & Main Bank31,102$9.81M2.9%-35713F-HRTimeline
Ransom Advisory, Ltd31,079$9.8M4.42%-88513F-HR/ATimeline
UDINE WEALTH MANAGEMENT, INC.31,074$9.8M4.7%+32213F-HRTimeline
Heritage Wealth Management, Inc.31,064$9.8M2.88%-67913F-HRTimeline
Stone Summit Wealth LLC31,003$9.78M2.77%+57913F-HRTimeline
HOEY INVESTMENTS, INC31,002$9.78M1.32%+67113F-HRTimeline
Ironvine Capital Partners, LLC30,971$9.77M0.97%013F-HRTimeline
MCDONALD PARTNERS LLC30,955$9.76M2.91%-6,71813F-HRTimeline
Indiana Trust & Investment Management Co30,938$9.76M2.97%+23513F-HRTimeline
SENTINEL TRUST CO LBA30,889$9.74M0.99%-80013F-HRTimeline
Owen LaRue, LLC30,883$9.74M3.83%-7,12013F-HRTimeline
Washington Trust Advisors, Inc.30,881$9.74M0.74%-44713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC30,811$9.72M0.56%+82913F-HRTimeline
DLK Investment Management, LLC30,776$9.71M3.66%-45813F-HRTimeline
WCG Wealth Advisors LLC30,758$9.7M0.61%-84313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC31,754$9.7M1.56%+6613F-HRTimeline
Occidental Asset Management, LLC30,710$9.69M1.22%+3,26513F-HRTimeline
INSPIRE TRUST CO, N.A.30,700$9.68M1.76%+70013F-HRTimeline
Summerhill Capital Management lnc.30,691$9.68M10.05%-5013F-HRTimeline
Mission Creek Capital Partners, Inc.51,615$9.64M1.91%-18813F-HRTimeline
William B. Walkup & Associates, Inc.30,559$9.64M5.16%-2013F-HRTimeline
Abbot Financial Management, Inc.30,533$9.63M4.11%-23913F-HRTimeline
Mandatum Life Insurance Co Ltd30,502$9.62M2.3%-4,00013F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.30,489$9.62M1.56%-313F-HRTimeline
Checchi Capital Advisers, LLC30,486$9.62M0.66%-2,06313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC30,443$9.6M0.31%+62213F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC30,424$9.6M1.59%-99813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC30,399$9.59M1.72%+1,99513F-HRTimeline
SHELL ASSET MANAGEMENT CO30,326$9.57M0.96%-56,68513F-HRTimeline
MIdWestOne Financial Group, Inc.30,315$9.56M1.16%+7513F-HRTimeline
Soltis Investment Advisors LLC30,279$9.55M0.66%-6,46313F-HRTimeline
Hixon Zuercher, LLC30,270$9.55M2.91%-3,76013F-HRTimeline
DCM Advisors, LLC30,247$9.54M4.02%-1,33513F-HRTimeline
Union Heritage Capital, LLC30,205$9.53M3.09%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC30,194$9.52M0.63%+1,27313F-HRTimeline
Baugh & Associates, LLC32,505$9.52M4.73%-1,08813F-HRTimeline
Sava Infond d.o.o.30,175$9.52M1.35%-55013F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC30,103$9.5M0.02%-44,85513F-HRTimeline
Patten Group, Inc.30,098$9.49M1.85%-26013F-HRTimeline
RDA Financial Network29,925$9.44M2.33%-1,39013F-HRTimeline
HCR Wealth Advisors30,662$9.43M0.98%+87113F-HRTimeline
Great Lakes Retirement, Inc.29,874$9.42M1.03%+1,26313F-HRTimeline
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC29,870$9.42M5.07%-10013F-HRTimeline
Symphony Financial, Ltd. Co.30,265$9.42M1.15%+3,42913F-HRTimeline
Sompo Asset Management Co., Ltd.29,803$9.4M1.62%-1,21813F-HRTimeline
Gryphon Financial Partners LLC29,783$9.39M1.07%-1,44713F-HRTimeline
Concorde Financial Corp29,743$9.38M5.2%-80413F-HRTimeline
OAK FAMILY ADVISORS, LLC29,724$9.38M3.04%+13313F-HRTimeline
Addison Capital Co29,709$9.37M2.77%-58913F-HRTimeline
Argyle Capital Management, LLC29,704$9.37M3.24%-7513F-HRTimeline
Supplemental Annuity Collective Trust o…29,700$9.37M2.47%013F-HRTimeline
WEALTH EFFECTS LLC29,689$9.36M3.01%+4713F-HRTimeline
BBR PARTNERS, LLC29,667$9.36M0.54%-1,50413F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC29,661$9.36M3.69%-13913F-HRTimeline
Grove Bank & Trust29,651$9.35M1.09%-1,60113F-HRTimeline
SIMON QUICK ADVISORS, LLC29,607$9.34M0.42%+1,08413F-HRTimeline
PITCAIRN COin group PITCAIRN CO29,583$9.33M0.74%-10,25413F-HRTimelineGroup
Private Wealth Asset Management, LLC29,546$9.32M1.1%-14113F-HRTimeline
Avestar Capital, LLC29,448$9.29M0.66%-2,87513F-HRTimeline
Ironwood Investment Counsel, LLC29,401$9.27M1.35%-59213F-HRTimeline
Patient Capital Management, LLC29,379$9.27M0.37%-413F-HRTimeline
AMARILLO NATIONAL BANK29,365$9.26M1.63%+6513F-HRTimeline
RPg Family Wealth Advisory, LLC29,337$9.25M2.03%+10,28713F-HRTimeline
Hayek Kallen Investment Management29,331$9.25M2.92%+18513F-HRTimeline
Mirabaud & Cie SA29,294$9.24M2.94%-2,05113F-HRTimeline
HARBOR ADVISORY CORP /MA/29,290$9.24M2.73%-2,03813F-HRTimeline
SeaBridge Investment Advisors LLC29,288$9.24M1.5%+41513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC29,258$9.23M0.6%+14613F-HRTimeline
Archford Capital Strategies, LLC29,136$9.19M1.09%-1,36513F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC29,098$9.18M0.18%-44013F-HRTimeline
Herold Advisors, Inc.29,013$9.15M2.12%+58813F-HRTimeline
CoreCap Advisors, LLC29,014$9.15M0.33%+1,61013F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co29,000$9.15M2.05%013F-HRTimelineGroup
Pathway Financial Advisers, LLC29,148$9.14M2.67%-2,53013F-HRTimeline
Hi-Line Capital Management, LLC28,941$9.13M2.88%+52413F-HRTimeline
LEE DANNER & BASS INC28,889$9.11M0.66%+3,02413F-HRTimeline
GFS Advisors, LLC28,888$9.11M1.16%-14,64713F-HRTimeline
Texas Bank & Trust Co28,881$9.11M3.44%-24413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding28,867$9.11M+10,686Timeline
Hamilton Point Investment Advisors, LLC28,864$9.1M1.42%+4613F-HRTimeline
Hartford Financial Management Inc.28,806$9.09M2.41%+51313F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC28,773$9.08M1.75%-96213F-HRTimeline
Creegan & Nassoura Financial Group, LLC28,758$9.07M5.86%-1,49113F-HRTimeline
Platform Technology Partners28,753$9.07M2.17%+50813F-HRTimeline
Northwest Bancshares, Inc.28,748$9.07M1.51%-1,38313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC28,747$9.07M0.56%+10,89313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31,163$9.05M0.73%-1,548,99613F-HRTimeline
Everhart Financial Group, Inc.28,689$9.05M0.91%+1,18813F-HRTimeline
Parisi Gray Wealth Management28,687$9.05M2.35%+6813F-HRTimeline
High Note Wealth, LLC28,664$9.04M1.82%+61113F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP28,657$9.04M0.34%new13F-HR/ATimeline
Dynasty Wealth Management, LLC28,657$9.04M0.12%new13F-HRTimeline
Lauterbach Financial Advisors, LLC28,621$9.03M4.54%+1513F-HRTimeline
Klingman & Associates, LLC28,601$9.02M0.46%+7,93913F-HRTimeline
Moloney Securities Asset Management, LLC28,572$9.01M1.07%+2,95813F-HRTimeline
Drucker Wealth 3.0, LLC28,520$9M1.6%-2,27713F-HRTimeline
MTM Investment Management, LLC28,511$8.99M2.86%-18713F-HRTimeline
Triasima Portfolio Management inc.28,492$8.99M1.36%+1,33813F-HRTimeline
Montecito Bank & Trust28,486$8.99M1.4%13F-HRTimeline
Comprehensive Financial Consultants Ins…28,460$8.98M2.78%-93713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.28,421$8.96M0.86%+28013F-HRTimeline
Cove Private Wealth, LLC28,405$8.96M2.84%+8013F-HRTimeline
S-Bank Fund Management Ltd28,398$8.96M1.19%-1,56413F-HRTimeline
Manhattan West Asset Management, LLC28,337$8.94M1.89%+22213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC28,336$8.94M1.48%-4,91213F-HRTimeline
L2 Asset Management, LLC28,307$8.93M1.29%-2,42413F-HRTimeline
Alberta Investment Management Corp28,300$8.93M0.06%+30013F-HR/ATimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC28,289$8.92M1.05%013F-HRTimeline
Act Two Investors LLC28,287$8.92M1.58%013F-HRTimeline
Socorro Asset Management LP28,269$8.92M3.21%-13,84013F-HRTimeline
Founders Financial Alliance, LLC28,254$8.91M1.68%+35913F-HRTimeline
tru Independence LLC28,253$8.91M2.32%-16413F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.28,218$8.9M4.51%-1,81613F-HRTimeline
Argent Advisors, Inc.28,196$8.89M2.62%+81213F-HRTimeline
RB Capital Management, LLC28,119$8.87M1.85%+72313F-HRTimeline
United Bank28,104$8.86M3.08%+9013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC28,034$8.84M0.75%-59913F-HRTimeline
LITTLE HOUSE CAPITAL LLC28,022$8.84M2.03%+20213F-HRTimeline
IFC Advisors LLC28,016$8.84M1.62%-8,36513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC27,977$8.82M2.05%-1,01713F-HRTimeline
Scissortail Wealth Management, LLC27,961$8.82M1.92%-8913F-HRTimeline
Connecticut Wealth Management, LLC27,912$8.8M0.39%+4,24113F-HRTimeline
Lincoln Capital LLC28,383$8.8M1.65%-80613F-HRTimeline
Compton Wealth Advisory Group, LLC27,799$8.77M2.03%-97313F-HRTimeline
Relyea Zuckerberg Hanson LLC27,788$8.77M0.92%-42413F-HRTimeline
Cavalier Investments, LLC35,546$8.74M3.52%+1,79813F-HRTimeline
ROMANO BROTHERS AND COMPANY27,719$8.74M1%-27813F-HRTimeline
HOLDERNESS INVESTMENTS CO27,629$8.72M1.78%-1,34613F-HRTimeline
Hillsdale Investment Management Inc.27,592$8.7M0.26%-3,06013F-HRTimeline
Bank of New Hampshire27,547$8.69M2%-7813F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD27,541$8.69M0.11%-22,13313F-HRTimelineGroup
Kovack Advisors, Inc.27,490$8.67M0.82%-2,59113F-HRTimeline
Kera Capital Partners, Inc.27,350$8.63M1.29%+5,96213F-HRTimeline
EVEXIA WEALTH LLC27,977$8.62M2.58%-4,10413F-HRTimeline
Trifecta Capital Advisors, LLC27,301$8.61M1.31%+1,17713F-HRTimeline
First Pacific Financial27,285$8.61M1.2%+6,18113F-HRTimeline
Modus Advisors, LLC27,269$8.6M2.34%+7813F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…27,267$8.6M1.21%-9,28413F-HRTimelineGroup
BNC WEALTH MANAGEMENT, LLC27,185$8.57M2.16%+55213F-HRTimeline
K.J. Harrison & Partners Inc27,835$8.56M1.22%+5,00013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC27,135$8.56M4.43%-3513F-HRTimeline
Agate Pass Investment Management, LLC27,124$8.56M3.26%-18913F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW27,122$8.55M1.21%-23813F-HRTimelineGroup
LVW Advisors, LLC27,052$8.53M0.88%+86913F-HRTimeline
Evergreen Private Wealth LLC27,030$8.53M3.46%-1,05013F-HRTimeline
Stonebridge Financial Group, LLC26,999$8.52M0.75%+5813F-HRTimeline
Patriot Financial Group Insurance Agenc…26,988$8.51M1.09%-5,86013F-HRTimeline
Saranac Partners Ltd26,968$8.51M1.54%+1,61713F-HRTimeline
McKinley Carter Wealth Services, Inc.26,926$8.49M0.45%+4213F-HRTimeline
Sitrin Capital Management LLC26,885$8.48M4.07%-20013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC26,852$8.47M1.83%-1,14113F-HRTimeline
Capital Investment Advisory Services, L…26,816$8.46M0.67%+9013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC26,760$8.44M3.21%+1,02113F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…26,718$8.43M3.59%-7813F-HRTimeline
Consolidated Investment Group LLC26,702$8.42M1.03%013F-HRTimeline
Kensington Investment Counsel, LLC26,690$8.42M3.43%+46213F-HRTimeline
Sunbelt Securities, Inc.26,673$8.41M0.58%-2,67613F-HRTimeline
First PREMIER Bank26,649$8.41M1.91%-17213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.26,608$8.39M0.98%+10,22813F-HRTimeline
Atlas Wealth LLC26,593$8.39M2.71%-93113F-HRTimeline
SkyOak Wealth, LLC26,592$8.39M1.58%-1,03113F-HRTimeline
Smithfield Trust Co26,463$8.35M0.37%-22913F-HRTimeline
Liberty Capital Management, Inc.26,440$8.34M1.57%+4313F-HRTimeline
Covenant Asset Management, LLC26,437$8.34M1.57%+1213F-HRTimeline
Mill Creek Capital Advisors, LLC26,235$8.28M0.17%+20213F-HRTimeline
EVERETT HARRIS & CO /CA/26,174$8.26M0.1%-1,65413F-HRTimeline
Stamos Capital Partners, L.P.26,149$8.25M1.56%-4,35613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC26,149$8.25M0.46%+6,13613F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC26,147$8.25M1.64%-30513F-HRTimeline
MARVIN & PALMER ASSOCIATES INC26,501$8.24M6.13%+8,82913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC26,113$8.24M0.87%+7,28913F-HRTimeline
AssuredPartners Investment Advisors, LLC26,047$8.22M1.83%+14513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp26,025$8.21M0.84%-29613F-HRTimelineGroup
ALTA CAPITAL MANAGEMENT LLC/26,005$8.2M0.46%-1,87313F-HRTimeline
Strategic Financial Services, Inc.25,969$8.19M0.41%-55113F-HRTimeline
Argentarii, LLC25,955$8.19M3.26%+313F-HRTimeline
BFSG, LLC25,951$8.19M0.79%+51513F-HRTimeline
MSH Capital Advisors LLC25,922$8.18M2.19%-80313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…25,896$8.17M0.02%-2,60513F-HRTimeline
Brentview Investment Management LLC25,864$8.16M3.72%+94013F-HRTimeline
Palmer Knight Co25,861$8.16M3.86%-62813F-HRTimeline
Investment Research & Advisory Group, I…25,773$8.15M2.76%+16513F-HRTimeline
Triangle Securities Wealth Management25,822$8.15M1.84%+3,19113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Uncommon Cents Investing LLC25,810$8.14M2.02%-31813F-HRTimeline
JERICHO FINANCIAL, LLP25,807$8.14M4.94%+7713F-HRTimeline
AM INVESTMENT STRATEGIES LLC25,804$8.14M1.77%+1813F-HRTimeline
Bowman & Co S.C.25,802$8.14M3.43%-34013F-HRTimeline
WRIGHT INVESTORS SERVICE INC25,779$8.13M2.35%-2,96213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Premier Path Wealth Partners, LLC25,731$8.12M1.04%+22313F-HRTimeline
L. Roy Papp & Associates, LLP25,719$8.11M0.91%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC25,714$8.11M1.86%+6513F-HRTimeline
Family Legacy, Inc.25,668$8.1M2.48%-1,99913F-HRTimeline
Lineweaver Wealth Advisors, LLC25,649$8.09M1.19%-1,03913F-HRTimeline
Skylands Capital, LLC25,505$8.05M1.11%-4,55013F-HRTimeline
Scott & Selber, Inc.25,486$8.04M2.05%-39313F-HR/ATimeline
Old Port Advisors25,452$8.03M2.02%-74913F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV25,421$8.02M1.58%+30513F-HRTimeline
Mattern Wealth Management LLC25,379$8.01M1.6%-1,19613F-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