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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
HCR Wealth Advisors30,980$9.11M0.95%-9813F-HRTimeline
Advanced Asset Management Advisors Inc30,978$9.11M2.52%+113F-HRTimeline
Ironvine Capital Partners, LLC30,971$9.11M1%013F-HRTimeline
Addison Capital Co30,933$9.1M1.62%+2,36513F-HRTimeline
CoreCap Advisors, LLC30,924$9.1M0.31%+1,05913F-HRTimeline
Field & Main Bank30,923$9.1M2.65%-19913F-HRTimeline
VectorGlobal IAG, Inc.30,900$9.09M2.36%13F-HRTimeline
Great Lakes Retirement, Inc.30,885$9.09M0.94%+46213F-HRTimeline
Arete Wealth Advisors, LLC30,882$9.08M0.68%-32713F-HR/ATimeline
Founders Financial Alliance, LLC30,863$9.08M1.64%+913F-HRTimeline
EVEXIA WEALTH LLC28,925$9.07M2.49%+1,05213F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding30,810$9.06M+11,751Timeline
L. Roy Papp & Associates, LLP30,799$9.06M1.04%+4,40013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding30,773$9.05M+7,431Timeline
Abbot Financial Management, Inc.30,750$9.05M3.84%-13413F-HRTimeline
Palumbo Wealth Management LLC30,726$9.04M2.21%+18,01413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC30,725$9.04M1.33%-50613F-HRTimeline
Rothschild Wealth LLC30,698$9.03M0.82%+16,37713F-HRTimeline
CHEMUNG CANAL TRUST CO30,696$9.03M1.83%-51613F-HRTimeline
Hi-Line Capital Management, LLC30,641$9.01M2.83%-5713F-HRTimeline
RWQ Financial Management Services, Inc.30,628$9.01M5.87%-24,75713F-HRTimeline
Greystone Financial Group, LLC30,602$9M2.55%-24,02413F-HRTimeline
JT Stratford LLC30,563$8.99M1.14%+29113F-HRTimeline
Aquatic Capital Management LLC30,561$8.99M0.26%new13F-HRTimeline
Baader Bank Aktiengesellschaft30,647$8.98M0.89%-10,51913F-HRTimeline
Mandatum Life Insurance Co Ltd30,502$8.97M2.02%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC30,461$8.96M1.14%-85913F-HRTimeline
DLK Investment Management, LLC30,401$8.94M3.54%-19013F-HRTimeline
MSA Advisors, LLC30,400$8.94M2.69%+3,05013F-HRTimeline
Grove Bank & Trust30,384$8.94M1.01%+73513F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV30,378$8.94M5.75%-47213F-HRTimeline
Patten Group, Inc.30,342$8.93M1.55%+13913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC30,340$8.92M0.65%+2713F-HRTimeline
Checchi Capital Advisers, LLC30,244$8.9M0.61%+84013F-HRTimeline
BigSur Wealth Management LLC30,187$8.88M2.49%-6,38913F-HRTimeline
Hixon Zuercher, LLC30,185$8.88M2.76%-24613F-HRTimeline
WealthPlan Investment Management, LLC30,167$8.87M0.49%-8,19313F-HRTimeline
Onex Canada Asset Management Inc.30,235$8.86M1.47%-5,52513F-HRTimeline
BW Gestao de Investimentos Ltda.30,020$8.83M0.39%-26,09713F-HRTimeline
Washington Trust Advisors, Inc.29,992$8.82M0.71%-70113F-HRTimeline
Cottage Street Advisors LLC29,991$8.82M3.82%-19313F-HRTimeline
DCM Advisors, LLC29,945$8.81M4.01%-30213F-HRTimeline
Sandhill Capital Partners LLC29,929$8.8M0.76%-3,34513F-HRTimeline
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC29,870$8.79M5.12%013F-HRTimeline
RDA Financial Network29,795$8.76M2.19%+38813F-HRTimeline
Sage Mountain Advisors LLC29,725$8.74M0.61%-22,16813F-HRTimeline
WEALTH EFFECTS LLC29,700$8.74M3.1%+12813F-HRTimeline
HOEY INVESTMENTS, INC29,697$8.74M1.29%-1,88413F-HRTimeline
Dynasty Wealth Management, LLC29,691$8.73M0.08%-1,69413F-HRTimeline
Heritage Wealth Management, Inc.29,685$8.73M4.32%-70713F-HRTimeline
DF DENT & CO INC29,669$8.73M0.17%-6,75513F-HRTimeline
Brick & Kyle, Associates29,578$8.7M2.87%-2,73913F-HRTimeline
AMARILLO NATIONAL BANK29,568$8.7M1.54%+1,08213F-HRTimeline
Hayek Kallen Investment Management29,561$8.7M2.83%new13F-HRTimeline
First Interstate Bank29,524$8.68M0.49%-1,58613F-HRTimeline
BANK OF HAWAII29,518$8.68M0.45%-75913F-HRTimeline
Bell Asset Management Ltd29,499$8.68M2.56%+3,49513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC29,477$8.67M1.95%+50813F-HRTimeline
Formidable Asset Management, LLC26,899$8.67M1.34%+4513F-HRTimeline
Concorde Financial Corp29,446$8.66M6.8%+34713F-HRTimeline
Argyle Capital Management, LLC29,429$8.66M2.81%-12513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC29,391$8.65M2.03%013F-HRTimeline
Patient Capital Management, LLC29,362$8.64M0.32%-1713F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…29,357$8.64M1.26%+3,22513F-HRTimeline
KG Capital Management29,952$8.63M6.19%-22,54713F-HRTimeline
E&G Advisors, LLC29,401$8.63M1.92%-87913F-HRTimeline
Manhattan West Asset Management, LLC29,324$8.63M1.69%+1,80413F-HRTimeline
RB Capital Management, LLC29,259$8.61M1.83%+86513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC29,193$8.59M0.82%-36913F-HRTimeline
Hartford Financial Management Inc.29,151$8.58M2.19%+60113F-HRTimeline
RPg Family Wealth Advisory, LLC29,131$8.57M1.79%+6113F-HRTimeline
Ausdal Financial Partners, Inc.29,128$8.57M0.38%+18013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC29,005$8.53M1.43%+9113F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co29,000$8.53M1.9%013F-HRTimelineGroup
ZEVENBERGEN CAPITAL INVESTMENTS LLC28,993$8.53M0.25%+24513F-HRTimeline
Hamilton Point Investment Advisors, LLC28,983$8.53M1.31%-27413F-HRTimeline
IFC Advisors LLC28,969$8.52M1.22%+48213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC28,917$8.51M2.97%+85913F-HRTimeline
White Pine Investment CO28,914$8.51M1.98%-1,27313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.28,912$8.5M0.83%+12613F-HRTimeline
Coastline Trust Co28,903$8.5M0.84%+1,09013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Herold Advisors, Inc.28,902$8.5M1.87%+8513F-HRTimeline
High Note Wealth, LLC28,854$8.49M1.67%-3613F-HRTimeline
K.J. Harrison & Partners Inc28,846$8.49M1.4%-39,28913F-HRTimeline
HOERTKORN RICHARD CHARLES28,831$8.48M6.96%-20,63513F-HRTimeline
Parisi Gray Wealth Management28,780$8.47M2.02%+20813F-HRTimeline
PROFUND ADVISORS LLC28,765$8.46M0.31%-6,14113F-HRTimeline
Granite Bay Wealth Management, LLC28,736$8.45M1.8%+2,61913F-HRTimeline
Ironwood Investment Counsel, LLC28,688$8.44M1.22%-49613F-HRTimeline
MTM Investment Management, LLC28,688$8.44M2.67%+16113F-HRTimeline
Kera Capital Partners, Inc.28,663$8.43M1.03%+32913F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC28,599$8.41M3.03%+3,48113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC28,592$8.41M0.53%-89913F-HRTimeline
United Bank28,574$8.41M2.8%+33913F-HRTimeline
Smithfield Trust Co28,553$8.4M0.37%+60713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC28,550$8.4M1.51%+2913F-HRTimeline
Generate Investment Management Ltd28,507$8.39M0.41%-16,72513F-HRTimeline
MSH Capital Advisors LLC28,476$8.38M1.77%-52413F-HRTimeline
Mirabaud Asset Management Ltd29,497$8.37M6.9%-14,43413F-HRTimeline
Cercano Management LLC28,385$8.35M0.36%-20,96913F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC28,351$8.34M1.67%-95013F-HRTimeline
BBR PARTNERS, LLC28,328$8.33M0.47%-1,22813F-HRTimeline
Trifecta Capital Advisors, LLC28,323$8.33M1.29%+26613F-HRTimeline
Owen LaRue, LLC28,313$8.33M3.2%-2,16513F-HRTimeline
Stone Summit Wealth LLC28,242$8.31M2.31%-1,68813F-HRTimeline
Beau Ventures, LLc28,200$8.3M1.11%013F-HRTimeline
Violich Capital Management, Inc.28,182$8.29M0.97%-8313F-HRTimeline
Covington Investment Advisors Inc.28,148$8.28M1.22%-1,75013F-HRTimeline
Lauterbach Financial Advisors, LLC28,134$8.28M4.04%-51713F-HRTimeline
LEE DANNER & BASS INC28,127$8.27M0.52%-3,37513F-HRTimeline
Texas Bank & Trust Co28,126$8.27M3.11%-70713F-HRTimeline
Private Wealth Asset Management, LLC28,115$8.27M0.88%-1,62413F-HRTimeline
ADVISORTRUST PARTNERS, LLC28,104$8.27M3.44%+2,56313F-HRTimeline
DRW Securities, LLC28,099$8.27M0.45%-15,28313F-HRTimeline
Archford Capital Strategies, LLC28,094$8.26M0.95%-93913F-HRTimeline
Lincoln Capital LLC28,087$8.25M1.56%-21413F-HRTimeline
ExodusPoint Capital Management, LP28,046$8.25M0.08%new13F-HRTimeline
Trivium Point Advisory, LLC28,040$8.25M1.49%-5,61413F-HRTimeline
Compton Wealth Advisory Group, LLC27,900$8.24M1.84%+30113F-HRTimeline
Lineweaver Wealth Advisors, LLC28,000$8.24M1.11%+66413F-HRTimeline
E Fund Management Co., Ltd.27,983$8.23M0.24%13F-HRTimeline
Clear Point Advisors Inc.146,392$8.22M6.41%+144,85113F-HRTimeline
EVERETT HARRIS & CO /CA/27,949$8.22M0.11%+1,13413F-HRTimeline
Pathway Financial Advisers, LLC27,937$8.22M2.32%-78813F-HRTimeline
BCWM, LLC27,909$8.21M2.33%-72413F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.27,888$8.2M1.2%-54213F-HRTimeline
Drucker Wealth 3.0, LLC27,883$8.2M1.43%+7513F-HRTimeline
Premier Path Wealth Partners, LLC27,878$8.2M1.07%+1,52513F-HRTimeline
Argent Advisors, Inc.27,780$8.17M2.23%-14313F-HRTimeline
EARNED WEALTH ADVISORS, LLC27,751$8.16M0.55%-6113F-HRTimeline
SIMON QUICK ADVISORS, LLC27,731$8.16M0.37%-1,01513F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC27,711$8.15M0.85%-57813F-HRTimeline
Kensington Investment Counsel, LLC27,593$8.12M3.91%+73013F-HRTimeline
Sunbelt Securities, Inc.27,562$8.11M0.51%+1,19913F-HRTimeline
Act Two Investors LLC27,491$8.09M1.78%-79613F-HRTimeline
Consolidated Investment Group LLC27,457$8.08M0.88%+75513F-HRTimeline
Cornerstone Wealth Management, LLC27,425$8.07M0.4%+3,96913F-HRTimeline
Capital Investment Advisory Services, L…27,399$8.06M0.59%+30213F-HRTimeline
Sava Infond d.o.o.27,395$8.06M1.14%-1,00013F-HRTimeline
HOLDERNESS INVESTMENTS CO27,349$8.05M1.62%+27413F-HRTimeline
Brentview Investment Management LLC27,330$8.04M3.48%+1,20213F-HRTimeline
Union Heritage Capital, LLC27,305$8.03M2.98%-2,90013F-HRTimeline
Connecticut Wealth Management, LLC27,284$8.03M0.34%-1,66413F-HRTimeline
Modus Advisors, LLC27,247$8.01M2.21%+29013F-HRTimeline
Zhang Financial LLC27,183$8M0.28%+6,02013F-HRTimeline
OAK FAMILY ADVISORS, LLC27,145$7.98M2.46%-2,87813F-HRTimeline
ROMANO BROTHERS AND COMPANY27,134$7.98M0.91%-15813F-HRTimeline
Diversified Enterprises, LLC27,113$7.98M0.44%-52313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.27,037$7.95M0.59%-7,93013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC27,010$7.95M0.16%+35213F-HRTimeline
Everhart Financial Group, Inc.26,974$7.93M0.68%+4,13113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC26,972$7.93M0.69%-4113F-HRTimeline
CMH Wealth Management LLC26,936$7.92M1.36%+25,30813F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.26,864$7.9M3.96%-1,36413F-HRTimeline
Asset Dedication, LLC26,861$7.9M0.55%-3,88313F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…26,840$7.9M3.23%+15613F-HRTimeline
Sitrin Capital Management LLC26,817$7.89M3.95%-10313F-HRTimeline
MCF Advisors LLC26,791$7.88M0.35%+5,23213F-HRTimeline
Naviter Wealth, LLC26,775$7.88M0.98%+26213F-HRTimeline
GROUP ONE TRADING LLC26,729$7.86M0.26%+20,50813F-HRTimeline
SkyOak Wealth, LLC26,710$7.86M1.44%+8813F-HRTimeline
KTF INVESTMENTS, LLC26,668$7.84M1.34%+6,65313F-HRTimeline
Palmer Knight Co26,616$7.83M3.82%+80013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC26,587$7.82M0.91%+1,50313F-HRTimeline
Agate Pass Investment Management, LLC26,471$7.79M3.05%-38713F-HRTimeline
First PREMIER Bank26,453$7.78M1.8%-14013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC26,423$7.77M1.71%-4213F-HRTimeline
BFSG, LLC26,343$7.75M0.73%+47813F-HRTimeline
BNC WEALTH MANAGEMENT, LLC26,319$7.74M2.15%-1,48413F-HRTimeline
Graves Light Lenhart Wealth, Inc.26,288$7.73M0.8%-9,20313F-HRTimeline
StrongBox Wealth, LLC26,208$7.71M2.47%+1,02113F-HRTimeline
Mattern Wealth Management LLC26,112$7.68M1.5%+37913F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding26,101$7.68M-2,487Timeline
KKM Financial LLC23,826$7.68M1.36%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.26,079$7.67M0.79%-1,05913F-HRTimeline
AM INVESTMENT STRATEGIES LLC26,002$7.65M1.68%+1513F-HRTimeline
Sompo Asset Management Co., Ltd.25,981$7.64M1.4%-2,21213F-HRTimeline
Investment Research & Advisory Group, I…25,874$7.63M2.67%+8213F-HRTimeline
Bank of New Hampshire25,943$7.63M1.75%-86613F-HRTimeline
Covenant Asset Management, LLC25,905$7.62M1.56%-21513F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW25,896$7.62M1.18%-38413F-HRTimelineGroup
Midwest Professional Planners, LTD.25,848$7.6M1.79%+87813F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC25,832$7.6M2.45%+91913F-HRTimeline
Socorro Asset Management LP25,812$7.59M3.43%-2,79213F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV25,807$7.59M1.54%+21413F-HRTimeline
Symphony Financial, Ltd. Co.26,197$7.59M1.01%+2,15113F-HRTimeline
JERICHO FINANCIAL, LLP25,795$7.59M4.79%+5313F-HRTimeline
Klingman & Associates, LLC25,794$7.59M0.36%-2,60913F-HRTimeline
Ethos Financial Group, LLC25,349$7.58M0.55%+45513F-HRTimeline
Comprehensive Financial Consultants Ins…25,779$7.58M2.25%-1,70413F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/25,769$7.58M0.59%+14713F-HRTimeline
Gateway Wealth Partners, LLC25,743$7.57M0.3%+19,05413F-HRTimeline
Montecito Bank & Trust25,700$7.56M1.24%-50813F-HRTimeline
Uncommon Cents Investing LLC25,635$7.54M1.75%-31013F-HRTimeline
SENTINEL TRUST CO LBA25,625$7.54M0.75%-5,26813F-HRTimeline
Quantbot Technologies LP25,620$7.54M0.31%new13F-HRTimeline
Marble Wealth, LLC25,558$7.52M1.32%-75213F-HRTimeline
William B. Walkup & Associates, Inc.30,581$7.5M4.48%+43413F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.25,495$7.5M1.57%new13F-HRTimeline
LJI Wealth Management, LLC25,463$7.49M1.2%-1,81113F-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