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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,695 managers (4,764 13F filers) reported a position in JPM shares at 2025-09-30, 1,960,722,398 shares in all. 126 filers opened a position and 99 filers sold out during the quarter.

Managers
4,695
13F filers
4,764
New
126
Added
1,948
Reduced
2,122
Sold out
99
Shares held by filers
1,960,722,398

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
Banco BTG Pactual S.A.25,356$8M1.17%-3,21813F-HRTimeline
Jain Global LLC25,342$7.99M0.1%-27,26113F-HRTimeline
Financiere des Professionnels - Fonds d…25,337$7.99M0.46%-4,27313F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC25,281$7.97M2.65%+78713F-HRTimeline
AlphaStar Capital Management, LLC25,257$7.97M0.69%+1,81513F-HRTimeline
Integrated Investment Consultants, LLC25,245$7.96M1.35%-80013F-HRTimeline
Formidable Asset Management, LLC27,412$7.95M1.25%-49313F-HRTimeline
Granite Bay Wealth Management, LLC25,194$7.95M2.07%+35113F-HRTimeline
Midwest Professional Planners, LTD.25,120$7.92M1.93%-9213F-HRTimeline
LJI Wealth Management, LLC25,074$7.91M1.38%-2,30113F-HRTimeline
Eos Management, L.P.25,000$7.89M3.11%013F-HRTimeline
StrongBox Wealth, LLC24,988$7.88M2.67%+4,88113F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y24,985$7.88M7.09%-10613F-HRTimelineGroup
Atlas Brown,Inc.24,968$7.88M2.33%-6613F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC24,831$7.83M3.53%013F-HRTimeline
Crystal Rock Capital Management24,743$7.8M4.26%-4,17513F-HRTimeline
Peloton Wealth Strategists24,710$7.79M3.06%-21513F-HRTimeline
ARVEST INVESTMENTS, INC.24,688$7.79M1.12%-5,00213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP24,674$7.78M1.93%-22713F-HRTimelineGroup
Mine & Arao Wealth Creation & Managemen…24,659$7.78M3.16%+64513F-HRTimeline
TOWNSQUARE CAPITAL LLC24,585$7.75M1.17%-6,84713F-HRTimeline
JT Stratford LLC24,534$7.74M1.04%+2,46213F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.24,496$7.73M5.28%-4,71313F-HRTimeline
Winch Advisory Services, LLC24,485$7.72M1.74%+29313F-HRTimeline
Roberts Wealth Advisors, LLC24,481$7.72M2.05%-53113F-HRTimeline
Athena Investment Management24,466$7.72M4.02%-45913F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.24,365$7.69M4.42%-53713F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA24,363$7.68M1.75%-28513F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/24,357$7.68M5.36%-41513F-HRTimeline
AMICA MUTUAL INSURANCE CO24,345$7.68M0.71%-2,77613F-HRTimeline
RKL Wealth Management LLC24,310$7.67M0.65%-1,16313F-HRTimeline
Malaga Cove Capital, LLC24,287$7.66M2.78%-19113F-HRTimeline
1834 INVESTMENT ADVISORS CO24,284$7.66M0.94%-3513F-HRTimeline
ICON ADVISERS INC/CO24,237$7.65M1.67%013F-HR/ATimeline
Catalyst Funds Management Pty Ltd24,200$7.63M1.16%new13F-HRTimeline
Harbor Advisors LLC24,148$7.62M1.17%013F-HRTimeline
ALGERT GLOBAL LLC24,118$7.61M0.13%+6,88313F-HR/ATimeline
Sterling Investment Advisors, Ltd.24,108$7.6M1.48%-20913F-HRTimeline
Cherokee Insurance Co24,010$7.57M3.24%-2,50013F-HRTimeline
Bretton Capital Management, LLC24,000$7.57M6.38%013F-HRTimeline
S&CO INC23,995$7.57M0.46%-32313F-HRTimeline
Gradient Capital Advisors, LLC23,978$7.56M2.03%-29613F-HRTimeline
Shoker Investment Counsel, Inc.23,974$7.56M2.23%-6313F-HRTimeline
Caliber Wealth Management, LLC / KS23,937$7.55M0.84%-2,99113F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC23,920$7.55M4.88%+313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC23,901$7.54M0.66%+1913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…23,890$7.54M1.29%013F-HRTimelineGroup
NWAM LLC24,672$7.51M0.41%-9513F-HR/ATimeline
Gilliland Jeter Wealth Management LLC23,810$7.51M2.32%-77613F-HRTimeline
Martin Capital Partners, LLC23,805$7.51M2.91%-12,03513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,773$7.5M0.16%+35713F-HRTimelineGroup
Ramirez Asset Management, Inc.23,765$7.5M1.04%+1,35013F-HRTimeline
Greenfield Savings Bank23,702$7.48M3.15%-45013F-HRTimeline
Ethos Financial Group, LLC23,699$7.48M0.59%-17613F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.23,662$7.46M4.3%-36113F-HRTimeline
AGP FRANKLIN, LLC23,629$7.45M3.63%+74713F-HRTimeline
FIRETRAIL INVESTMENTS PTY LTD23,768$7.44M1.86%new13F-HRTimeline
Pavion Blue Capital, LLC23,586$7.44M3.17%-16013F-HRTimeline
MONETTA FINANCIAL SERVICES INC23,500$7.41M5.19%013F-HRTimeline
Arlington Financial Advisors, LLC23,500$7.41M1.09%+14913F-HRTimeline
VeraBank, N.A.23,489$7.41M1.39%-2613F-HRTimeline
Hudson Capital Management LLC23,470$7.4M1.97%-29413F-HRTimeline
Main Street Financial Solutions, LLC23,466$7.4M0.47%+2,78013F-HRTimeline
Mechanics Financial Corp23,448$7.4M2.8%-55513F-HRTimeline
Bison Wealth, LLC23,794$7.38M0.68%+2,61813F-HRTimeline
MORTON COMMUNITY BANK23,703$7.37M1.71%-26413F-HRTimeline
WealthPLAN Partners, LLC23,328$7.36M1.1%+1,13313F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN23,300$7.35M2.01%013F-HRTimelineGroup
Rockport Wealth LLC23,184$7.31M1.49%-6013F-HRTimeline
DOVER ADVISORS, LLC23,169$7.31M2.91%-713F-HRTimeline
BANK OF STOCKTON23,155$7.3M2.08%+14113F-HRTimeline
Waldron Private Wealth LLC23,129$7.3M0.3%+33313F-HRTimeline
Cornerstone Wealth Management, LLC23,104$7.29M0.4%+49213F-HRTimeline
ASPIRIANT, LLC23,028$7.26M0.22%-1,30213F-HRTimeline
Enhancing Capital LLC23,000$7.25M5.31%013F-HRTimeline
Peachtree Investment Partners, LLC22,966$7.24M2.51%+64313F-HRTimeline
Financial Engines Advisors L.L.C.22,964$7.24M0.01%+3,33113F-HRTimeline
Slagle Financial, LLC22,958$7.24M2.66%+40813F-HRTimeline
REGATTA CAPITAL GROUP, LLC22,932$7.23M1.14%+50813F-HRTimeline
Cohen Investment Advisors LLC22,879$7.22M3.5%+26713F-HRTimeline
Silvant Capital Management LLC22,865$7.21M0.25%-3,10713F-HR/ATimeline
GABLES CAPITAL MANAGEMENT INC.22,846$7.21M3.09%+1,61013F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …22,797$7.19M0.45%013F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC24,792$7.19M0.86%013F-HRTimeline
Portfolio Design Labs, LLC22,784$7.19M1.23%-97413F-HRTimeline
GRANDFIELD & DODD, LLC22,722$7.17M0.41%-2413F-HRTimeline
Blue Edge Capital, LLC22,716$7.17M1.02%-1,04713F-HRTimeline
NOVEM GROUP22,687$7.16M0.85%-93413F-HRTimeline
SOA Wealth Advisors, LLC.43,708$7.14M1.22%+213F-HRTimeline
Signet Investment Advisory Group, Inc.22,632$7.14M3.43%-69513F-HRTimeline
TigerOak Management, L.L.C.22,570$7.12M2.21%-2113F-HRTimeline
Family Manage LLC22,550$7.11M0.99%+17513F-HRTimeline
Second Line Capital, LLC22,537$7.11M1.47%-5413F-HRTimeline
Graham Capital Management, L.P.22,500$7.1M0.26%new13F-HRTimeline
Royal Capital Wealth Management, LLC22,492$7.09M4.35%+54613F-HRTimeline
Wynn Capital, LLC22,456$7.08M3.44%+6413F-HRTimeline
Richard Bernstein Advisors LLC22,432$7.08M0.2%-24,66913F-HRTimeline
CTC LLC22,409$7.07M0.29%new13F-HRTimeline
Columbia Bank23,108$7.06M1.97%-113F-HRTimeline
NCM Capital Management, LLC22,394$7.06M2.74%-31613F-HRTimeline
O'ROURKE & COMPANY, Inc22,312$7.04M2.94%-65113F-HRTimeline
X-Square Capital, LLC22,293$7.03M2.2%+19313F-HRTimeline
Cassaday & Co Wealth Management LLC22,246$7.02M0.16%+27113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC22,239$7.01M0.04%+2,17213F-HRTimelineGroup
PINKERTON WEALTH, LLC22,238$7.01M0.75%+51313F-HRTimeline
IMA Advisory Services, Inc.22,220$7.01M0.71%-27613F-HRTimeline
Intrepid Financial Planning Group LLC22,200$7M2.67%-15113F-HRTimeline
Leelyn Smith, LLC22,156$6.99M1.05%-82613F-HRTimeline
Ashurst Perkins Coie Trust Co22,107$6.97M1.31%-79013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.22,084$6.97M1.79%+29613F-HRTimeline
Norway Savings Bank22,074$6.96M3.37%+15413F-HRTimeline
Beaton Management Co. Inc.22,067$6.96M3.17%+10013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV22,047$6.95M1.22%-6613F-HRTimeline
TRUE Private Wealth Advisors22,043$6.95M0.71%-1,31113F-HRTimeline
Diversified Enterprises, LLC22,040$6.95M0.47%+32713F-HRTimeline
ADIRONDACK TRUST CO22,036$6.95M2.33%-13413F-HRTimeline
NORDEN GROUP LLC22,027$6.95M0.71%+1,13513F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC22,000$6.94M1.36%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY21,992$6.94M1.39%+10013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT21,987$6.94M0.78%-32613F-HRTimeline
LOM Asset Management Ltd21,933$6.92M2.11%+45113F-HRTimeline
TRUST POINT INC.21,898$6.91M0.56%-2,52313F-HRTimeline
WD RUTHERFORD LLC21,884$6.9M2.94%-25013F-HRTimeline
Mathes Company, Inc.21,861$6.9M2.48%-15013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC21,857$6.89M1.08%-20013F-HRTimeline
Apella Capital, LLC23,089$6.89M0.15%+80513F-HRTimeline
Fragasso Financial Advisors Inc22,218$6.89M0.43%-2,13013F-HRTimeline
SeaCrest Wealth Management, LLC22,648$6.89M0.73%-1,67513F-HRTimeline
Hunter Perkins Capital Management, LLC21,827$6.88M1.53%-76713F-HRTimeline
SGL Investment Advisors, Inc.22,239$6.88M2.87%+97613F-HRTimeline
Howard Capital Management, LLC21,808$6.88M0.09%+1,08113F-HRTimeline
Kentucky Trust Co21,801$6.88M3.72%-79613F-HRTimeline
Seascape Capital Management21,787$6.87M1.97%+11113F-HRTimeline
Hudock, Inc.21,784$6.87M1.04%-2413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC21,783$6.87M0.37%-1,38813F-HRTimeline
Eagle Capital Management, LLC21,782$6.87M2.6%-7513F-HRTimeline
Curbstone Financial Management Corp21,696$6.84M1.32%-42213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.21,694$6.84M0.45%-1213F-HRTimelineGroup
InvesTrust21,667$6.83M2.5%-7213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC21,539$6.79M1.28%-37713F-HRTimeline
CONNABLE OFFICE INC21,509$6.78M0.63%+59913F-HRTimeline
Pine Ridge Advisers LLC21,500$6.78M0.46%013F-HRTimeline
MATHER GROUP, LLC.21,430$6.76M0.07%+43313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC21,420$6.76M2.09%+1,28813F-HRTimeline
Coastline Trust Co21,366$6.74M0.72%+14113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Abacus Planning Group, Inc.21,340$6.73M0.93%-7413F-HRTimeline
Trinity Legacy Partners, LLC21,633$6.73M1.55%+23913F-HRTimeline
River Street Advisors LLC21,292$6.72M2.6%-21313F-HRTimeline
MARATHON CAPITAL MANAGEMENT21,244$6.7M1.53%-3213F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC21,234$6.7M1.87%-80113F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.21,220$6.69M2.66%013F-HRTimeline
SAX WEALTH ADVISORS, LLC21,214$6.69M0.36%+48513F-HRTimeline
Finer Wealth Management, Inc.21,203$6.69M3.33%+6613F-HRTimeline
Blume Capital Management, Inc.21,196$6.69M1.29%-54813F-HRTimeline
Violich Capital Management, Inc.21,175$6.68M0.79%+2,00013F-HRTimeline
Legacy CG, LLC21,152$6.67M1.88%-98913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…21,123$6.66M1.17%+1,81413F-HRTimeline
Permanens Capital L.P.21,121$6.66M0.99%+2,24513F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC21,108$6.66M1.63%-89213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC21,024$6.63M0.93%-2,25713F-HRTimeline
Pacifica Partners Inc.21,292$6.62M2.37%+1613F-HRTimeline
Avidian Wealth Enterprises, LLC20,945$6.61M0.25%+1,11913F-HRTimeline
KKM Financial LLC20,942$6.61M2.08%+2,29713F-HRTimeline
United Advisor Group, LLC20,898$6.59M0.89%+2,95913F-HRTimeline
Pinnacle Bancorp, Inc.20,868$6.58M1.94%+85713F-HRTimeline
Souders Financial Advisors20,822$6.57M0.78%-49813F-HRTimeline
ArrowMark Colorado Holdings LLC20,821$6.57M0.12%-84,65013F-HRTimeline
SOL Capital Management CO20,802$6.56M0.59%+813F-HRTimeline
Key Financial Inc21,102$6.56M1.21%-2,13113F-HRTimeline
Joseph Group Capital Management20,781$6.56M1.85%+1,06313F-HRTimeline
Zullo Investment Group, Inc.20,724$6.54M2.42%+613F-HRTimeline
Carnegie Lake Advisors LLC20,709$6.53M2.51%-46513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC20,636$6.51M1.75%+1,52313F-HRTimeline
Banco de Sabadell, S.A20,630$6.51M4.3%-19513F-HRTimeline
VISTA INVESTMENT MANAGEMENT20,623$6.5M2.27%-64613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…20,528$6.48M0.22%+2,72713F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC20,500$6.47M0.98%-12,00013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC20,497$6.47M0.56%+24513F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC20,463$6.45M0.78%-7313F-HRTimeline
Accredited Investors Inc.20,399$6.43M0.36%-30613F-HRTimeline
Massachusetts Wealth Management20,379$6.43M3.19%013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…20,376$6.43M2.24%-15513F-HRTimeline
Knott David M Jr20,374$6.43M2.69%-61113F-HRTimeline
Andrew Hill Investment Advisors, Inc.20,347$6.42M4.99%-41313F-HRTimeline
Waterloo Capital, L.P.20,330$6.41M0.48%+11013F-HRTimeline
Beaumont Financial Advisors, LLC20,276$6.4M0.43%-23513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP20,259$6.39M0.01%-32013F-HRTimelineGroup
Providence Wealth Advisors, LLC20,878$6.38M4.02%-2213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…20,201$6.37M1.74%-90513F-HRTimelineGroup
Fire Capital Management LLC20,177$6.36M3.65%-78913F-HRTimeline
True North Advisors, LLC20,159$6.36M1.01%+2,25513F-HRTimeline
EPG Wealth Management LLC20,097$6.34M1.75%-84913F-HRTimeline
Bell Bank20,082$6.33M0.27%-70313F-HRTimeline
Impact Capital Partners LLC20,055$6.33M1.9%+59513F-HRTimeline
MONECO ADVISORS, LLC20,003$6.31M0.53%+40913F-HRTimeline
Tyche Wealth Partners LLC19,999$6.31M1.11%+52413F-HRTimeline
Harold Davidson & Associates Inc.19,994$6.31M2.87%+5,62913F-HRTimeline
Zhang Financial LLC19,968$6.3M0.26%+52613F-HRTimeline
Nicholas Investment Partners, LP19,967$6.3M0.48%013F-HRTimeline
Acropolis Investment Management, LLC21,693$6.29M0.32%+1,54013F-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