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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,613 managers (4,678 13F filers) reported a position in JPM shares at 2024-12-31, 2,046,246,860 shares in all. 159 filers opened a position and 83 filers sold out during the quarter.

Managers
4,613
13F filers
4,678
New
159
Added
1,715
Reduced
1,943
Sold out
83
Shares held by filers
2,046,246,860

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
QV Investors Inc.25,765$6.18M0.64%-3,83513F-HRTimeline
Liberty Capital Management, Inc.25,764$6.18M1.37%+6913F-HRTimeline
1834 INVESTMENT ADVISORS CO25,760$6.18M0.78%-1,61213F-HRTimeline
SIMON QUICK ADVISORS, LLC25,727$6.17M0.37%+2,40913F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding25,727$6.17M+4,998Timeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP25,722$6.17M1.69%+91313F-HRTimelineGroup
Columbia Bank24,890$6.16M2.13%+1,05113F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.25,675$6.15M3.8%-10313F-HRTimeline
L. Roy Papp & Associates, LLP25,642$6.15M0.72%-1013F-HRTimeline
Argentarii, LLC25,635$6.14M3.09%13F-HRTimeline
Everhart Financial Group, Inc.25,553$6.13M1.26%+75913F-HRTimeline
SYCOMORE ASSET MANAGEMENT29,164$6.12M0.87%+12,49313F-HRTimeline
MONETARY MANAGEMENT GROUP INC25,499$6.11M1.59%-28013F-HRTimeline
Signet Investment Advisory Group, Inc.25,481$6.11M3.12%+8613F-HRTimeline
WealthPLAN Partners, LLC25,477$6.11M0.87%-1,84413F-HRTimeline
First National Bank of Mount Dora, Trus…25,382$6.08M1.42%-29913F-HRTimeline
Investment Research & Advisory Group, I…25,344$6.08M2.52%-9713F-HRTimeline
Gilliland Jeter Wealth Management LLC25,324$6.07M2.05%+6313F-HRTimeline
Agate Pass Investment Management, LLC25,284$6.06M2.74%+6,03413F-HRTimeline
L2 Asset Management, LLC25,264$6.06M1.32%+4,76713F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…25,199$6.04M0.73%-21213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC25,131$6.02M0.27%-5,38813F-HRTimeline
Malaga Cove Capital, LLC25,108$6.02M2.36%-50513F-HRTimeline
Howard Capital Management, LLC25,077$6.01M0.09%+1,27013F-HRTimeline
Kensington Investment Counsel, LLC25,020$6M2.5%+2,59413F-HRTimeline
Eos Management, L.P.25,000$5.99M2.52%013F-HRTimeline
EPG Wealth Management LLC24,984$5.99M1.58%-1,77813F-HRTimeline
Arlington Financial Advisors, LLC24,968$5.99M1.19%-19113F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC24,954$5.98M1.88%-1,27913F-HRTimeline
Trinity Legacy Partners, LLC24,933$5.98M1.54%+45813F-HRTimeline
Atlas Brown,Inc.24,930$5.98M2.04%+5613F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC24,930$5.98M3.06%+6913F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/24,912$5.97M4.65%-15513F-HRTimeline
MORTON COMMUNITY BANK24,900$5.97M1.58%-48513F-HRTimeline
Bowman & Co S.C.24,878$5.96M3.08%-53613F-HRTimeline
BNC WEALTH MANAGEMENT, LLC24,863$5.96M1.96%+1,18113F-HRTimeline
Sterling Investment Advisors, Ltd.24,793$5.94M1.44%+85113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,780$5.94M0.18%+1,88313F-HRTimelineGroup
ROWLANDMILLER & PARTNERS.ADV24,750$5.93M1.24%-16313F-HRTimeline
S&CO INC24,730$5.93M0.4%-1013F-HRTimeline
LEE DANNER & BASS INC24,637$5.91M0.47%+55013F-HRTimeline
Signal Advisors Wealth, LLC24,621$5.9M0.67%+2,51513F-HRTimeline
Andrew Hill Investment Advisors, Inc.24,593$5.9M4.38%-2,48013F-HRTimeline
Premier Path Wealth Partners, LLC24,569$5.89M0.9%+18613F-HRTimeline
NWAM LLC24,468$5.87M0.36%+31113F-HRTimeline
Winch Advisory Services, LLC24,421$5.85M1.52%+12013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA24,420$5.85M1.47%013F-HRTimeline
Apexium Financial, LP24,354$5.84M0.35%+5,03713F-HRTimeline
Greenfield Savings Bank24,344$5.84M2.8%-47513F-HRTimeline
Gradient Capital Advisors, LLC24,313$5.83M1.88%-83613F-HRTimeline
Leelyn Smith, LLC24,279$5.82M1.04%-66613F-HRTimeline
ICON ADVISERS INC/CO24,237$5.81M1.31%-1,15013F-HRTimeline
Shoker Investment Counsel, Inc.24,228$5.81M1.96%+16413F-HRTimeline
RKL Wealth Management LLC24,183$5.8M0.52%+4,67113F-HRTimeline
Harbor Advisors LLC24,148$5.79M0.91%013F-HRTimeline
Brentview Investment Management LLC24,076$5.77M3.28%13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC24,070$5.77M0.35%-1,01913F-HRTimeline
Mechanics Financial Corp24,065$5.77M2.59%-5813F-HRTimeline
Mine & Arao Wealth Creation & Managemen…24,045$5.76M2.64%+16613F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC24,009$5.76M4.31%-5113F-HRTimeline
Bretton Capital Management, LLC24,000$5.75M5.54%013F-HRTimeline
Occidental Asset Management, LLC23,977$5.75M0.9%+78713F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…23,972$5.75M0.91%+4,90013F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC23,889$5.73M1.06%+34013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…23,890$5.73M0.78%013F-HRTimelineGroup
Mathes Company, Inc.23,828$5.71M2.08%-86613F-HRTimeline
Hunter Perkins Capital Management, LLC23,827$5.71M1.2%-64213F-HRTimeline
Hudson Capital Management LLC23,804$5.71M1.77%-2,07013F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY23,805$5.71M1.84%-50313F-HRTimeline
Blue Edge Capital, LLC23,766$5.7M0.9%-38513F-HRTimeline
Dynasty Wealth Management, LLC23,602$5.66M0.1%-39413F-HRTimeline
CX Institutional23,537$5.64M0.22%+2,92513F-HRTimeline
Legacy CG, LLC23,510$5.64M1.73%+8413F-HRTimeline
MONETTA FINANCIAL SERVICES INC23,500$5.63M4.53%013F-HRTimeline
Trifecta Capital Advisors, LLC23,492$5.63M1.11%+15413F-HRTimeline
Bradyco, Inc.11,106$5.63M3.48%13F-HRTimeline
Buckingham Capital Management, Inc.23,393$5.61M0.64%-1,18213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding23,356$5.6M+3,218Timeline
BANK OF STOCKTON23,355$5.6M1.7%-93613F-HRTimeline
VISTA INVESTMENT MANAGEMENT23,354$5.6M2.12%-2,22613F-HRTimeline
Octavia Wealth Advisors, LLC23,303$5.59M0.68%+2,83513F-HRTimeline
Seascape Capital Management23,185$5.56M1.94%-19013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC23,172$5.55M0.39%-18513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC23,155$5.55M2.52%+5313F-HRTimeline
Capital Investment Advisory Services, L…23,143$5.55M0.53%+49313F-HRTimeline
Blume Capital Management, Inc.23,137$5.55M1.25%-19013F-HRTimeline
MBB PUBLIC MARKETS I LLC23,131$5.54M0.66%-18,39913F-HRTimeline
O'ROURKE & COMPANY, Inc23,113$5.54M2.71%-3713F-HRTimeline
Key Financial Inc23,095$5.54M1.26%+6113F-HRTimeline
Triasima Portfolio Management inc.23,064$5.53M1.07%+77613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC23,024$5.52M1.67%-49913F-HRTimeline
Ameliora Wealth Management Ltd.23,021$5.52M2.07%+1,47113F-HRTimeline
True North Advisors, LLC23,003$5.51M1.3%+16,23413F-HRTimeline
Enhancing Capital LLC23,000$5.51M4.4%13F-HRTimeline
Connecticut Wealth Management, LLC22,977$5.51M0.27%-96813F-HRTimeline
Pavion Blue Capital, LLC22,964$5.5M2.58%-6913F-HRTimeline
IMA Advisory Services, Inc.22,938$5.5M0.66%-59113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC22,924$5.5M1.17%-41713F-HRTimeline
Relyea Zuckerberg Hanson LLC22,921$5.49M0.74%+3,10413F-HRTimeline
Newman Dignan & Sheerar, Inc.22,918$5.49M1.41%-64313F-HRTimeline
Brookmont Capital Management22,910$5.49M2.94%-1,34113F-HRTimeline
Kentucky Trust Co22,905$5.49M3.23%13F-HRTimeline
Symphony Financial, Ltd. Co.20,937$5.49M0.86%-15413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.22,902$5.49M0.41%-2,96113F-HRTimelineGroup
Sustainable Insight Capital Management,…22,895$5.49M2.4%+6,14713F-HRTimeline
Strategic Investment Advisors / MI22,879$5.48M0.58%-58413F-HRTimeline
WD RUTHERFORD LLC22,794$5.46M2.59%-56713F-HRTimeline
NCM Capital Management, LLC22,790$5.46M2.46%+1613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,747$5.45M0.67%-10413F-HRTimeline
Portfolio Design Labs, LLC22,677$5.44M1.12%+4,48113F-HRTimeline
Certified Advisory Corp22,664$5.43M0.59%-34813F-HRTimeline
Saranac Partners Ltd22,619$5.42M2.99%new13F-HRTimeline
Curbstone Financial Management Corp22,600$5.42M1.15%+30013F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y22,598$5.42M5.84%-8213F-HRTimelineGroup
WILKINS INVESTMENT COUNSEL INC22,595$5.42M0.78%-1,53213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV22,595$5.42M1.28%-38313F-HRTimeline
Ashurst Perkins Coie Trust Co22,525$5.4M1.19%-12713F-HRTimeline
GRANDFIELD & DODD, LLC22,504$5.39M0.33%+4713F-HRTimeline
PINKERTON WEALTH, LLC22,464$5.38M0.78%-15513F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …22,452$5.38M0.36%+5913F-HRTimelineGroup
ADIRONDACK TRUST CO22,398$5.37M2.05%-31613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC22,376$5.36M0.58%+70913F-HRTimeline
NOVEM GROUP22,368$5.36M0.8%13F-HRTimeline
Intrepid Financial Planning Group LLC22,268$5.34M2.26%+9813F-HRTimeline
Norway Savings Bank22,260$5.34M2.96%+15113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.22,249$5.33M2.57%-5013F-HRTimeline
Delta Financial Group, Inc.22,247$5.33M1.25%-47313F-HRTimeline
Cornerstone Wealth Management, LLC22,236$5.33M0.36%+86413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,221$5.33M0.13%+45413F-HRTimelineGroup
Pacifica Partners Inc.22,190$5.33M2.3%-51613F-HRTimeline
Cohen Investment Advisors LLC22,198$5.32M3.21%+213F-HRTimeline
AGP FRANKLIN, LLC22,162$5.31M3.23%13F-HRTimeline
BOK Financial Private Wealth, Inc.22,122$5.3M0.39%-1,48113F-HRTimeline
Hudock, Inc.22,029$5.28M0.92%-56813F-HRTimeline
REGATTA CAPITAL GROUP, LLC22,021$5.28M1.02%+60713F-HRTimeline
Beaton Management Co. Inc.21,992$5.27M2.66%-2513F-HRTimeline
Horizon Investments, LLC22,093$5.27M0.15%+89913F-HRTimeline
Eagle Capital Management, LLC21,949$5.26M2.12%+1313F-HRTimeline
Richard P Slaughter Associates Inc21,918$5.25M1.18%-67113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY21,892$5.25M1.06%+10013F-HRTimeline
Royal Capital Wealth Management, LLC21,883$5.25M3.68%+1,06513F-HRTimeline
Altrius Capital Management Inc21,814$5.23M1.41%-58213F-HRTimeline
Family Manage LLC21,773$5.22M0.85%+91213F-HRTimeline
MARATHON CAPITAL MANAGEMENT21,738$5.21M1.3%+10913F-HRTimeline
X-Square Capital, LLC21,692$5.2M2.14%+3113F-HRTimeline
Second Line Capital, LLC21,642$5.19M1.4%+4613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC21,596$5.18M0.03%-68313F-HRTimelineGroup
Pine Ridge Advisers LLC21,500$5.15M0.46%013F-HRTimeline
Massachusetts Wealth Management21,494$5.15M3.18%-20013F-HRTimeline
Slagle Financial, LLC21,443$5.14M2.31%+1,25213F-HRTimeline
Coppell Advisory Solutions LLC21,477$5.14M0.72%-40913F-HRTimeline
Abacus Planning Group, Inc.21,363$5.12M0.9%+1413F-HRTimeline
NORDEN GROUP LLC21,341$5.12M0.58%+62313F-HRTimeline
SOA Wealth Advisors, LLC.21,337$5.11M0.94%+25513F-HR/ATimeline
Carnegie Lake Advisors LLC21,334$5.11M2.06%-57513F-HRTimeline
TigerOak Management, L.L.C.21,183$5.08M1.86%13F-HRTimeline
AlphaStar Capital Management, LLC21,159$5.07M0.53%+1,98213F-HRTimeline
AMICA MUTUAL INSURANCE CO21,121$5.06M0.52%013F-HRTimeline
VeraBank, N.A.21,044$5.04M1.42%-2713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.21,043$5.04M1.51%+62913F-HRTimeline
River Street Advisors LLC21,041$5.04M2.58%-61413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP21,033$5.04M0.14%new13F-HRTimeline
Cassaday & Co Wealth Management LLC21,006$5.04M0.14%+71013F-HRTimeline
Coastline Trust Co21,002$5.03M0.59%+22813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOL Capital Management CO20,997$5.03M0.56%-3,41613F-HRTimeline
Knott David M Jr20,985$5.03M1.82%013F-HRTimeline
Providence Wealth Advisors, LLC20,800$5.03M3.81%-62913F-HRTimeline
Accredited Investors Inc.20,973$5.03M0.29%+17213F-HRTimeline
IBEX WEALTH ADVISORS20,929$5.02M0.59%new13F-HRTimeline
DOLIVER ADVISORS, LP20,922$5.02M1.39%-2,64013F-HRTimeline
OSTRUM ASSET MANAGEMENT20,921$5.01M0.43%+12,49813F-HRTimeline
GILDER GAGNON HOWE & CO LLC20,918$5.01M0.05%-17913F-HRTimeline
Private Advisory Group LLC20,893$5.01M0.56%+1,02313F-HR/ATimeline
Beaumont Financial Advisors, LLC20,872$5M0.38%+43013F-HRTimeline
Alpha DNA Investment Management LLC20,848$5M2.73%-29913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC20,790$4.98M0.19%+2,76213F-HRTimeline
Bison Wealth, LLC20,785$4.98M1.1%-30,80013F-HRTimeline
JT Stratford LLC20,735$4.97M0.82%+1,23613F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC20,718$4.97M1.65%-79913F-HRTimeline
ALTFEST L J & CO INC20,682$4.96M0.63%-11413F-HRTimeline
DeDora Capital, Inc.20,603$4.94M1.35%-13713F-HRTimeline
StrongBox Wealth, LLC20,555$4.93M2.09%-48213F-HRTimeline
San Luis Wealth Advisors LLC20,527$4.92M0.93%-1,02613F-HRTimeline
Zullo Investment Group, Inc.20,515$4.92M1.99%+11013F-HRTimeline
Pinnacle Bancorp, Inc.20,509$4.92M1.6%-73213F-HRTimeline
Long Run Wealth Advisors, LLC20,469$4.91M1.18%-2,98113F-HRTimeline
Finer Wealth Management, Inc.20,433$4.9M2.81%+52913F-HRTimeline
FAIRFIELD, BUSH & CO.20,394$4.89M2.87%-1,33213F-HRTimeline
Financial Advocates Investment Manageme…20,389$4.89M0.28%+25613F-HRTimeline
JMAC ENTERPRISES LLC20,363$4.88M0.77%-5313F-HRTimeline
Marks Group Wealth Management, Inc20,329$4.87M0.48%-29513F-HRTimeline
Citizens Business Bank20,272$4.86M0.91%-8,06113F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC20,218$4.85M1.57%-35613F-HRTimeline
Acropolis Investment Management, LLC20,205$4.84M0.29%-4013F-HRTimeline
SBI Securities Co., Ltd.20,179$4.84M0.15%13F-HRTimeline
EDGEWOOD MANAGEMENT LLC20,158$4.83M0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…20,150$4.83M1.83%-22813F-HRTimeline
Violich Capital Management, Inc.20,125$4.82M0.63%+33013F-HRTimeline
Fire Capital Management LLC20,119$4.82M3.59%13F-HRTimeline
Engineers Gate Manager LP20,093$4.82M0.08%+9,39413F-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