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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
Everhart Financial Group, Inc.26,167$6.42M0.88%+61413F-HRTimeline
Covenant Asset Management, LLC26,129$6.41M1.61%-48513F-HRTimeline
Argentarii, LLC26,110$6.4M3.18%+47513F-HRTimeline
JERICHO FINANCIAL, LLP26,102$6.4M4.65%-77513F-HRTimeline
AM INVESTMENT STRATEGIES LLC26,060$6.39M1.55%+3913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP26,041$6.39M1.8%+31913F-HRTimelineGroup
BNC WEALTH MANAGEMENT, LLC26,019$6.38M2.3%+1,15613F-HRTimeline
Silvant Capital Management LLC25,972$6.37M0.29%013F-HRTimeline
McKinley Carter Wealth Services, Inc.25,933$6.36M0.39%-10413F-HRTimeline
CoreCap Advisors, LLC25,932$6.36M0.28%+80113F-HRTimeline
Bowman & Co S.C.25,887$6.35M3.12%+1,00913F-HRTimeline
Scott & Selber, Inc.25,858$6.34M2.03%-16013F-HRTimeline
Uncommon Cents Investing LLC25,841$6.34M1.86%-31413F-HRTimeline
HEADINVEST, LLC25,722$6.31M1.23%-49513F-HRTimeline
L. Roy Papp & Associates, LLP25,719$6.31M0.77%+7713F-HRTimeline
Crystal Rock Capital Management25,668$6.3M4.31%-1,63013F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC25,655$6.29M5.89%-4,58013F-HRTimeline
BFSG, LLC25,646$6.29M0.77%-1,57613F-HRTimeline
Saranac Partners Ltd25,635$6.29M3.58%+3,01613F-HRTimeline
MONETARY MANAGEMENT GROUP INC25,599$6.28M1.7%+10013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…25,565$6.27M1.05%+14,18213F-HRTimeline
Kensington Investment Counsel, LLC25,566$6.27M2.79%+54613F-HRTimeline
Sunbelt Securities, Inc.25,566$6.27M0.56%-3,78313F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.25,516$6.26M4.26%-15913F-HRTimeline
Brooklyn Investment Group25,509$6.26M1.35%+6,21213F-HRTimeline
Investment Research & Advisory Group, I…25,461$6.25M2.61%+11713F-HRTimeline
RKL Wealth Management LLC25,456$6.24M0.59%+1,27313F-HRTimeline
Brentview Investment Management LLC25,374$6.22M3.31%+1,29813F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …25,366$6.22M0.01%-470,72413F-HRTimelineGroup
Peloton Wealth Strategists25,325$6.21M2.6%-9,01013F-HRTimeline
IBEX WEALTH ADVISORS25,299$6.21M0.82%+4,37013F-HRTimeline
Private Advisory Group LLC25,260$6.2M0.71%+4,36713F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC25,507$6.19M0.02%-56713F-HRTimeline
WealthPLAN Partners, LLC25,247$6.19M0.87%-23013F-HRTimeline
Lineweaver Wealth Advisors, LLC25,191$6.18M1.05%+1,30213F-HRTimeline
Athena Investment Management25,191$6.18M3.74%-1,25813F-HRTimeline
Malaga Cove Capital, LLC25,191$6.18M2.67%+8313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC25,160$6.17M0.01%+23,15213F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV25,101$6.16M1.3%+35113F-HRTimeline
Arlington Financial Advisors, LLC25,027$6.14M1.08%+5913F-HRTimeline
Midwest Professional Planners, LTD.25,027$6.14M1.91%-92613F-HRTimeline
Eos Management, L.P.25,000$6.13M2.74%013F-HRTimeline
INSPIRE TRUST CO, N.A.25,000$6.13M1.46%+6,00013F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/24,984$6.13M5%+7213F-HRTimeline
Aquatic Capital Management LLC24,955$6.12M0.16%new13F-HRTimeline
SYCOMORE ASSET MANAGEMENT29,164$6.12M0.87%013F-HRTimeline
Atlas Brown,Inc.24,890$6.11M2.14%-4013F-HRTimeline
Granite Bay Wealth Management, LLC24,885$6.1M2.12%-1,63313F-HRTimeline
Roberts Wealth Advisors, LLC24,861$6.1M1.88%-69113F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC24,851$6.1M3.25%-7913F-HRTimeline
Gilliland Jeter Wealth Management LLC24,793$6.08M2.15%-53113F-HRTimeline
Clarius Group, LLC24,737$6.07M0.38%-1,63113F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA24,613$6.04M1.66%+19313F-HRTimeline
CX Institutional24,610$6.04M0.23%+1,07313F-HRTimeline
Premier Path Wealth Partners, LLC24,448$6M0.93%-12113F-HRTimeline
1834 INVESTMENT ADVISORS CO24,440$6M0.77%-1,32013F-HRTimeline
S&CO INC24,430$5.99M0.4%-30013F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…24,420$5.99M0.76%-77913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRUE Private Wealth Advisors24,340$5.97M0.73%-3,96013F-HRTimeline
Winch Advisory Services, LLC24,312$5.96M1.58%-10913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC24,284$5.96M1.12%13F-HRTimeline
ICON ADVISERS INC/CO24,237$5.95M1.39%013F-HRTimeline
Columbia Bank24,219$5.94M2.05%-67113F-HRTimeline
Shoker Investment Counsel, Inc.24,210$5.94M2.01%-1813F-HRTimeline
Harbor Advisors LLC24,148$5.92M1.03%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…24,079$5.91M2.88%+3413F-HRTimeline
Greenfield Savings Bank24,051$5.9M2.89%-29313F-HRTimeline
Sterling Investment Advisors, Ltd.24,033$5.9M1.42%-76013F-HRTimeline
Gradient Capital Advisors, LLC24,029$5.89M1.92%-28413F-HRTimeline
Bretton Capital Management, LLC24,000$5.89M5.58%013F-HRTimeline
Mechanics Financial Corp23,938$5.87M2.66%-12713F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC23,929$5.87M4.38%-8013F-HRTimeline
Hudson Capital Management LLC23,920$5.87M1.79%+11613F-HRTimeline
Trifecta Capital Advisors, LLC23,897$5.86M1.23%+40513F-HRTimeline
MORTON COMMUNITY BANK23,897$5.86M1.53%-1,00313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…23,890$5.86M0.94%013F-HRTimelineGroup
ROANOKE ASSET MANAGEMENT CORP/ NY23,810$5.84M2%+513F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…23,784$5.83M1.07%-18813F-HRTimelineGroup
VIRGINIA WEALTH MANAGEMENT GROUP, INC.23,753$5.83M3.6%-2,12913F-HRTimeline
Connecticut Wealth Management, LLC23,719$5.82M0.3%+74213F-HRTimeline
Blue Edge Capital, LLC23,705$5.81M0.93%-6113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC23,688$5.81M1.13%+15,06513F-HRTimeline
Capital Investment Advisory Services, L…23,677$5.81M0.52%+53413F-HRTimeline
Leelyn Smith, LLC23,603$5.79M1.03%-67613F-HRTimeline
NOVEM GROUP23,596$5.79M0.82%+1,22813F-HRTimeline
Cove Private Wealth, LLC23,512$5.77M3.03%+3,81413F-HRTimeline
MONETTA FINANCIAL SERVICES INC23,500$5.76M5.1%013F-HRTimeline
Waldron Private Wealth LLC23,488$5.76M0.27%-24,34413F-HRTimeline
EPG Wealth Management LLC23,461$5.75M1.6%-1,52313F-HRTimeline
Signet Investment Advisory Group, Inc.23,428$5.75M2.9%-2,05313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC23,420$5.74M0.34%-65013F-HRTimeline
Triasima Portfolio Management inc.23,358$5.73M1.13%+29413F-HRTimeline
SBI Securities Co., Ltd.23,332$5.72M0.19%+3,15313F-HRTimeline
O'ROURKE & COMPANY, Inc23,297$5.71M2.84%+18413F-HRTimeline
BANK OF STOCKTON23,255$5.7M1.82%-10013F-HRTimeline
Key Financial Inc23,253$5.7M1.24%+15813F-HRTimeline
Ethos Financial Group, LLC23,411$5.69M0.54%+4,64613F-HRTimeline
OPTIMAS CAPITAL Ltd23,171$5.68M9.65%+9,17113F-HRTimeline
Mathes Company, Inc.23,158$5.68M2.31%-67013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC23,049$5.65M1.73%-1,90513F-HRTimeline
Ameliora Wealth Management Ltd.23,021$5.65M2.12%013F-HRTimeline
Perkins Coie Trust Co23,011$5.64M1.28%+48613F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.23,000$5.64M0.63%new13F-HRTimelineGroup
Enhancing Capital LLC23,000$5.64M4.51%013F-HRTimeline
Pavion Blue Capital, LLC22,919$5.62M2.68%-4513F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN22,900$5.62M1.67%-3,60013F-HRTimelineGroup
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC22,864$5.61M0.42%-30813F-HRTimeline
AlphaStar Capital Management, LLC22,853$5.61M0.56%+1,69413F-HRTimeline
PATTON FUND MANAGEMENT, INC.22,841$5.6M1.36%-6,75213F-HRTimeline
Relyea Zuckerberg Hanson LLC22,837$5.6M0.75%-8413F-HRTimeline
Fragasso Financial Advisors Inc22,805$5.59M0.42%+9,73413F-HRTimeline
Trinity Legacy Partners, LLC21,263$5.59M1.41%-3,67013F-HRTimeline
Delta Financial Group, Inc.22,474$5.58M1.27%+22713F-HRTimeline
Kentucky Trust Co22,717$5.57M3.31%-18813F-HRTimeline
Souders Financial Advisors22,694$5.57M0.78%-7,03413F-HRTimeline
Cornerstone Wealth Management, LLC22,671$5.56M0.38%+43513F-HRTimeline
NCM Capital Management, LLC22,659$5.56M2.5%-13113F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y22,645$5.55M6.02%+4713F-HRTimelineGroup
Ausdal Financial Partners, Inc.22,622$5.55M0.42%+5,12513F-HRTimeline
Seascape Capital Management22,598$5.54M1.93%-58713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC22,591$5.54M1.84%-43313F-HRTimeline
Wynn Capital, LLC22,574$5.54M3.29%+4,31013F-HRTimeline
Centre Asset Management, LLC22,560$5.53M1.42%new13F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC22,550$5.53M1.54%-4,25713F-HRTimeline
Hunter Perkins Capital Management, LLC22,549$5.53M1.28%-1,27813F-HRTimeline
Family Manage LLC22,526$5.53M0.91%+75313F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC22,509$5.52M0.56%+13313F-HRTimeline
Governors Lane LP22,500$5.52M1.19%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV22,488$5.52M1.2%-10713F-HRTimeline
Moloney Securities Asset Management, LLC22,472$5.51M0.75%-3,39113F-HRTimeline
Legacy CG, LLC22,470$5.51M1.78%-1,04013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,388$5.49M0.68%-35913F-HRTimeline
Second Line Capital, LLC22,308$5.47M1.41%+66613F-HRTimeline
IMA Advisory Services, Inc.22,280$5.47M0.65%-65813F-HRTimeline
Howard Capital Management, LLC22,277$5.46M0.14%-2,80013F-HRTimeline
Intrepid Financial Planning Group LLC22,269$5.46M2.53%+113F-HRTimeline
GRANDFIELD & DODD, LLC22,268$5.46M0.34%-23613F-HRTimeline
ADIRONDACK TRUST CO22,267$5.46M2.13%-13113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC22,245$5.46M1.13%-67913F-HRTimeline
Cohen Investment Advisors LLC22,235$5.45M3.16%+3713F-HR/ATimeline
PINKERTON WEALTH, LLC22,207$5.45M0.71%-25713F-HRTimeline
Altrius Capital Management Inc22,200$5.45M1.32%+38613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.22,199$5.45M2.69%-5013F-HRTimeline
X-Square Capital, LLC22,199$5.45M2.34%+50713F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …22,162$5.44M0.37%-29013F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC22,132$5.43M1.05%+11113F-HRTimeline
Norway Savings Bank22,103$5.42M3.08%-15713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.22,028$5.4M0.41%-87413F-HRTimelineGroup
HAMEL ASSOCIATES, INC.22,027$5.4M1.84%-5,22013F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC22,000$5.4M1.14%-15,00013F-HRTimeline
Newman Dignan & Sheerar, Inc.21,989$5.39M1.47%-92913F-HR/ATimeline
TRUST POINT INC.21,989$5.39M0.49%-4,35613F-HRTimeline
Blume Capital Management, Inc.21,975$5.39M1.21%-1,16213F-HRTimeline
Horizon Investments, LLC22,107$5.39M0.16%+1413F-HRTimeline
Diversified Enterprises, LLC21,971$5.39M0.45%+8,75413F-HRTimeline
Beaton Management Co. Inc.21,967$5.39M2.8%-2513F-HRTimeline
Royal Capital Wealth Management, LLC21,938$5.38M3.77%+5513F-HRTimeline
Slagle Financial, LLC21,935$5.38M2.39%+49213F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.21,920$5.38M2.42%-10,13313F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY21,892$5.37M1.09%013F-HRTimeline
Eagle Capital Management, LLC21,856$5.36M2.37%-9313F-HRTimeline
TBH Global Asset Management, LLC21,849$5.36M1.03%+11,19713F-HRTimeline
GWN SECURITIES INC.20,945$5.35M0.3%+9,12213F-HRTimeline
JT Stratford LLC21,789$5.34M0.94%+1,05413F-HRTimeline
Long Run Wealth Advisors, LLC21,785$5.34M1.21%+1,31613F-HRTimeline
Hudock, Inc.21,777$5.34M0.93%-25213F-HRTimeline
CONNABLE OFFICE INC21,765$5.34M0.57%-4,06013F-HRTimeline
Cassaday & Co Wealth Management LLC21,762$5.34M0.15%+75613F-HRTimeline
Savvy Advisors, Inc.21,759$5.34M0.54%+2,19313F-HRTimeline
WD RUTHERFORD LLC22,884$5.33M2.84%+9013F-HRTimeline
Curbstone Financial Management Corp21,717$5.33M1.12%-88313F-HRTimeline
SGL Investment Advisors, Inc.20,995$5.32M2.75%-7,47913F-HRTimeline
MARATHON CAPITAL MANAGEMENT21,676$5.32M1.42%-6213F-HRTimeline
Certified Advisory Corp21,629$5.31M0.6%-1,03513F-HRTimeline
TigerOak Management, L.L.C.21,628$5.31M2.05%+44513F-HRTimeline
WILKINS INVESTMENT COUNSEL INC21,570$5.29M0.76%-1,02513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,507$5.28M0.14%-71413F-HRTimelineGroup
Abacus Planning Group, Inc.21,505$5.28M0.92%+14213F-HRTimeline
Pine Ridge Advisers LLC21,500$5.27M0.45%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.21,488$5.27M1.53%+44513F-HRTimeline
Coastline Trust Co21,481$5.27M0.65%+47913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Investment Advisors / MI21,478$5.27M0.56%-1,40113F-HRTimeline
AGP FRANKLIN, LLC22,589$5.27M3.25%+42713F-HRTimeline
Hanson & Doremus Investment Management21,466$5.27M0.77%+3,56013F-HRTimeline
Carnegie Lake Advisors LLC21,455$5.26M2.14%+12113F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…21,450$5.26M1.59%+4,59613F-HRTimelineGroup
SOA Wealth Advisors, LLC.44,431$5.25M1.1%+23,09413F-HRTimeline
VISTA INVESTMENT MANAGEMENT21,398$5.25M2.05%-1,95613F-HRTimeline
Dynasty Wealth Management, LLC21,392$5.25M0.09%-2,21013F-HRTimeline
Joseph Group Capital Management21,360$5.24M2%+1,34913F-HRTimeline
Sustainable Insight Capital Management,…21,352$5.24M2.61%-1,54313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP21,258$5.21M0.01%-18,33813F-HRTimelineGroup
River Street Advisors LLC21,247$5.21M2.58%+20613F-HRTimeline
NORDEN GROUP LLC21,167$5.19M0.6%-17413F-HRTimeline
AMICA MUTUAL INSURANCE CO21,121$5.18M0.57%013F-HRTimeline
BOK Financial Private Wealth, Inc.21,100$5.18M0.39%-1,02213F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC21,083$5.17M2.15%new13F-HRTimeline
Knott David M Jr20,985$5.15M2.43%013F-HRTimeline
SOL Capital Management CO20,977$5.15M0.57%-2013F-HRTimeline
Fire Capital Management LLC20,934$5.14M3.78%+81513F-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