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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
ASPIRIANT, LLC25,424$7.48M0.21%+65513F-HRTimeline
Aprio Wealth Management, LLC25,421$7.48M0.41%-28813F-HRTimeline
Skylands Capital, LLC25,385$7.47M0.98%-6513F-HRTimeline
Kovack Advisors, Inc.25,270$7.45M0.4%-16,11213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC25,324$7.45M0.91%+4,19413F-HRTimeline
Mine & Arao Wealth Creation & Managemen…25,307$7.44M3.12%+36713F-HRTimeline
HENNESSY ADVISORS INC25,300$7.44M0.27%+19,80013F-HRTimeline
Strategic Blueprint, LLC25,294$7.44M0.43%-41413F-HRTimeline
Old Port Advisors25,278$7.44M1.72%+2613F-HRTimeline
IBEX WEALTH ADVISORS25,233$7.42M0.69%+50913F-HRTimeline
WRIGHT INVESTORS SERVICE INC25,221$7.42M2.34%-53513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atlas Wealth LLC25,207$7.41M2.22%-99913F-HR/ATimeline
GTS SECURITIES LLC25,198$7.41M0.26%-19,82913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC25,181$7.41M0.62%-7413F-HRTimeline
Pacifica Partners Inc.25,061$7.37M2.45%+4,16013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC25,028$7.36M1.24%+4,27813F-HRTimeline
Arlington Financial Advisors, LLC25,024$7.36M1.05%+1,58813F-HRTimeline
Krilogy Financial LLC23,747$7.36M0.24%+3,57413F-HRTimeline
Eos Management, L.P.25,000$7.35M3.16%013F-HRTimeline
BAYPOINTE PARTNERS LLC25,000$7.35M10.09%new13F-HRTimeline
Northwest Bancshares, Inc.24,962$7.34M1.46%-16213F-HRTimeline
Citizens Business Bank24,919$7.33M1.2%-7,78113F-HRTimeline
Seneca House Advisors24,893$7.32M2.91%-7,55613F-HRTimeline
Family Legacy, Inc.24,809$7.3M2.19%-70713F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.24,803$7.3M4.34%+71913F-HRTimeline
Strategic Financial Services, Inc.24,789$7.29M0.35%-6113F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…24,781$7.29M1.03%-1,35413F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…24,779$7.29M0.02%-67813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.24,766$7.29M1.82%-1513F-HRTimeline
Scott & Selber, Inc.24,705$7.27M1.88%-12513F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/24,644$7.25M5.12%+38313F-HRTimeline
S-Bank Fund Management Ltd24,634$7.25M1.08%-47013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,607$7.24M0.15%+20613F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC24,572$7.23M3.19%-23513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…24,545$7.22M0.05%-148,77413F-HRTimelineGroup
Roberts Wealth Advisors, LLC24,526$7.21M1.83%+1,43013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC24,435$7.19M3.96%+10013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp24,407$7.18M0.72%-1,00813F-HRTimelineGroup
Trinity Legacy Partners, LLC23,037$7.17M1.55%+1,24513F-HRTimeline
Triveni Capital Investments LP24,365$7.17M7.1%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC22,235$7.16M0.35%-1,75113F-HRTimeline
MONETARY MANAGEMENT GROUP INC24,335$7.16M1.71%+11013F-HRTimeline
Benin Management CORP24,326$7.16M1.61%+1,32013F-HRTimeline
Legacy Trust24,304$7.15M1.37%-15,51013F-HRTimeline
Athena Investment Management24,274$7.14M3.7%-413F-HRTimeline
Third View Private Wealth, LLC24,263$7.14M0.98%+91513F-HRTimeline
REGATTA CAPITAL GROUP, LLC24,218$7.12M1.08%+1,48513F-HRTimeline
Atlas Brown,Inc.24,152$7.1M2.14%+6013F-HRTimeline
Harbor Advisors LLC24,148$7.1M1.03%013F-HRTimeline
GFS Advisors, LLC24,129$7.1M0.9%-2013F-HR/ATimeline
First Pacific Financial24,128$7.1M0.91%-2,02813F-HRTimeline
Joseph Group Capital Management24,045$7.07M1.77%+2,66613F-HRTimeline
Cherokee Insurance Co24,010$7.06M2.68%013F-HRTimeline
Bretton Capital Management, LLC24,000$7.06M6.46%013F-HRTimeline
Slagle Financial, LLC23,982$7.05M2.33%+74913F-HRTimeline
Winch Advisory Services, LLC23,946$7.04M1.61%-20013F-HRTimeline
S&CO INC23,935$7.04M0.44%013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…23,889$7.03M2.37%-1,68013F-HRTimeline
AGP FRANKLIN, LLC23,837$7.01M3.5%+61613F-HRTimeline
Hudson Capital Management LLC23,831$7.01M1.81%+99213F-HRTimeline
Caliber Wealth Management, LLC / KS23,814$7.01M0.77%+43413F-HRTimeline
ARVEST INVESTMENTS, INC.23,753$6.99M0.95%-19413F-HRTimeline
Relyea Zuckerberg Hanson LLC23,699$6.97M0.7%-3,86313F-HRTimeline
Sone Capital Management, LLC23,689$6.97M0.59%new13F-HRTimeline
ICON ADVISERS INC/CO23,680$6.97M1.61%013F-HRTimeline
Mechanics Financial Corp23,677$6.96M2.92%+28713F-HRTimeline
Crystal Rock Capital Management23,668$6.96M4.13%-57513F-HRTimeline
MORTON COMMUNITY BANK23,635$6.95M1.51%+28513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC23,625$6.95M4.45%-7413F-HRTimeline
Sagewood Asset Management LP23,596$6.94M2.17%-1,43813F-HRTimeline
NORDEN GROUP LLC23,568$6.93M0.67%-1,02113F-HRTimeline
1834 INVESTMENT ADVISORS CO23,565$6.93M0.87%-11713F-HRTimeline
Greenfield Savings Bank23,543$6.93M2.95%+1713F-HRTimeline
Triangle Securities Wealth Management23,491$6.91M1.57%-1,41913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SHEETS SMITH WEALTH MANAGEMENT23,489$6.91M0.78%+2,41813F-HRTimeline
Martin Capital Partners, LLC23,447$6.9M2.56%-16713F-HRTimeline
Scissortail Wealth Management, LLC23,444$6.9M1.39%-4,42413F-HRTimeline
Rockport Wealth LLC23,443$6.9M1.26%+25913F-HRTimeline
PINKERTON WEALTH, LLC21,386$6.89M0.63%-28913F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA23,425$6.89M1.8%-8413F-HRTimeline
Gilliland Jeter Wealth Management LLC23,331$6.86M2.03%-23713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC23,302$6.85M0.5%-71113F-HRTimelineGroup
STEVENS CAPITAL MANAGEMENT LP23,275$6.85M1.05%+20,49513F-HRTimeline
Sterling Investment Advisors, Ltd.23,247$6.84M1.24%-1,14513F-HRTimeline
Pavion Blue Capital, LLC23,096$6.79M2.95%-36813F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY23,092$6.79M1.34%+50013F-HRTimeline
HARBOR ADVISORY CORP /MA/23,086$6.79M2.04%-2,77513F-HRTimeline
Blue Edge Capital, LLC23,068$6.79M0.9%-813F-HRTimeline
Second Line Capital, LLC21,627$6.77M1.28%-1,01813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…23,023$6.77M0.22%-79313F-HRTimeline
Ashurst Perkins Coie Trust Co23,022$6.77M1.3%+71813F-HRTimeline
Malaga Cove Capital, LLC23,019$6.77M2.43%-20213F-HRTimeline
United Advisor Group, LLC23,006$6.77M0.84%+1,85013F-HRTimeline
Enhancing Capital LLC23,000$6.77M5.02%013F-HRTimeline
Leelyn Smith, LLC22,977$6.76M0.95%+1,44113F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.22,950$6.75M3.61%-51813F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC22,947$6.75M7.18%13F-HRTimeline
Evergreen Private Wealth LLC22,928$6.74M2.73%-70513F-HRTimeline
Cane Capital Partners, LLC22,921$6.74M2.98%+99813F-HRTimeline
McKinley Carter Wealth Services, Inc.22,874$6.73M0.39%-1,82913F-HRTimeline
Cohen Investment Advisors LLC22,847$6.72M3.19%-1213F-HRTimeline
Bison Wealth, LLC22,379$6.72M0.65%-17513F-HRTimeline
Norway Savings Bank22,803$6.71M3.18%-14813F-HRTimeline
Silvant Capital Management LLC22,697$6.68M0.23%-16813F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …22,696$6.68M0.43%-3713F-HRTimelineGroup
Ramirez Asset Management, Inc.22,693$6.68M0.8%-1,07213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…22,691$6.67M0.64%+9513F-HRTimelineGroup
TigerOak Management, L.L.C.22,675$6.67M2.1%+4813F-HRTimeline
Gradient Capital Advisors, LLC22,672$6.67M1.73%-45213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC22,670$6.67M0.79%+48713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC22,669$6.67M0.7%-21513F-HRTimeline
Royal Capital Wealth Management, LLC22,612$6.65M4.14%+6013F-HRTimeline
Kepler Cheuvreux (Suisse) SA22,566$6.64M0.44%-9,32213F-HRTimeline
NatWest Group plcin group NatWest Group plc22,490$6.62M1.43%-40,70413F-HRTimelineGroup
River Street Advisors LLC22,477$6.61M2.23%+1,23313F-HRTimeline
TRUE Private Wealth Advisors22,425$6.6M0.63%+34513F-HRTimeline
Mathes Company, Inc.22,401$6.59M2.41%+33013F-HRTimeline
Fragasso Financial Advisors Inc22,271$6.58M0.4%+57413F-HRTimeline
Strategic Investment Advisors / MI22,360$6.58M0.45%+3,55313F-HRTimeline
Myriad Asset Management Advisors LLCgroup of 2 filers holding22,348$6.57M-5,044Timeline
Frec Markets, Inc.in group Frec Markets, Inc.22,304$6.56M1.12%+9,65813F-HRTimelineGroup
Catherine Avery Investment Management L…22,283$6.55M2.93%+5,88413F-HRTimeline
Peachtree Investment Partners, LLC22,252$6.55M2.49%-73413F-HRTimeline
SOA Wealth Advisors, LLC.43,306$6.54M1.24%-17113F-HRTimeline
TRUST POINT INC.22,222$6.54M0.57%+60513F-HRTimeline
VeraBank, N.A.22,183$6.53M1.19%-1,13313F-HRTimeline
Key Financial Inc22,058$6.49M1.15%+46313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP22,019$6.48M<0.01%-72013F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC22,018$6.48M0.19%-68,07213F-HRTimelineGroup
BRIGHT ROCK CAPITAL MANAGEMENT, LLC22,000$6.47M1.28%013F-HRTimeline
Hudock, Inc.21,994$6.47M0.95%+17513F-HRTimeline
Mission Creek Capital Partners, Inc.43,030$6.47M1.29%-8,78913F-HRTimeline
Marest Capital, LLC21,947$6.46M3.73%+1,57513F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC21,927$6.45M1.34%-2,61213F-HRTimeline
SBI Securities Co., Ltd.21,888$6.44M0.18%-67713F-HRTimeline
DOVER ADVISORS, LLC21,845$6.43M2.66%-67513F-HRTimeline
DOLIVER ADVISORS, LP21,827$6.42M1.46%+1,35413F-HRTimeline
Shoker Investment Counsel, Inc.21,820$6.42M1.91%-1,49413F-HRTimeline
MATHER GROUP, LLC.21,778$6.41M0.06%-42813F-HRTimeline
LOM Asset Management Ltd21,760$6.4M1.84%-5013F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y21,756$6.4M5.68%-30013F-HRTimelineGroup
BANK OF STOCKTON21,727$6.39M1.98%-1,09413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.21,694$6.38M2.7%+1,17313F-HRTimeline
O'ROURKE & COMPANY, Inc21,686$6.38M2.53%-60913F-HRTimeline
Left Brain Wealth Management, LLC21,640$6.37M2.5%+9,37413F-HRTimeline
Eagle Capital Management, LLC21,609$6.36M2.51%+1013F-HRTimeline
Peloton Wealth Strategists21,585$6.35M2.57%-1,57513F-HRTimeline
Beaton Management Co. Inc.21,561$6.34M2.82%-24513F-HRTimeline
Abacus Planning Group, Inc.21,534$6.33M0.85%+44013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC21,518$6.33M1.73%+75713F-HRTimeline
Pine Ridge Advisers LLC21,500$6.32M0.45%013F-HRTimeline
Consolidated Portfolio Review Corp21,500$6.32M0.58%013F-HRTimeline
SGL Investment Advisors, Inc.21,072$6.32M2.37%-48913F-HRTimeline
NCM Capital Management, LLC21,485$6.32M2.26%-18913F-HRTimeline
Portfolio Design Labs, LLC21,440$6.31M1.12%-1,88413F-HRTimeline
Kentucky Trust Co21,424$6.3M3.3%-6213F-HRTimeline
Waldron Private Wealth LLC21,420$6.3M0.25%+75913F-HRTimeline
Curbstone Financial Management Corp21,420$6.3M1.21%-76413F-HRTimeline
Financial Engines Advisors L.L.C.21,407$6.3M0.01%-94413F-HRTimeline
TMB Capital Partners, LLC21,339$6.28M2.11%+42613F-HRTimeline
National Philanthropic Trust21,334$6.28M0.07%-1,69813F-HRTimeline
Indivisible Partners21,306$6.27M0.55%+1,67613F-HRTimeline
NWAM LLC21,223$6.24M0.36%-63413F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC21,208$6.24M1.64%+11713F-HRTimeline
Columbia Bank21,203$6.24M1.78%-1,33713F-HRTimeline
Finer Wealth Management, Inc.21,172$6.23M3.14%-41913F-HRTimeline
Carnegie Lake Advisors LLC21,164$6.23M2.47%+49413F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC21,140$6.22M1.07%-48513F-HRTimeline
MARATHON CAPITAL MANAGEMENT21,112$6.21M1.39%-8713F-HRTimeline
Wynn Capital, LLC21,109$6.21M3.19%-17513F-HRTimeline
Huntleigh Advisors, Inc.21,095$6.21M1.06%+1,13613F-HRTimeline
Seascape Capital Management21,089$6.2M1.79%+16813F-HRTimeline
DELTA FINANCIAL ADVISORS LLC21,089$6.2M1.62%+7813F-HRTimeline
Signet Investment Advisory Group, Inc.21,079$6.2M2.84%+3113F-HRTimeline
Carrera Capital Advisors21,003$6.18M0.95%+93013F-HRTimeline
Alberta Investment Management Corp21,000$6.18M0.04%-262,75013F-HRTimeline
Winning Points Advisors, LLC20,935$6.18M6.18%-12813F-HR/ATimeline
Vertrix Wealth Management, LLC20,986$6.17M2.27%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC20,981$6.17M1.11%-18813F-HR/ATimeline
IMA Advisory Services, Inc.20,931$6.16M0.6%-68313F-HRTimeline
Providence Wealth Advisors, LLC20,878$6.15M3.91%-4313F-HRTimeline
St. Louis Trust Co20,899$6.15M0.72%+1,18213F-HRTimeline
NOVEM GROUP20,889$6.14M0.71%+10813F-HRTimeline
Prudent Man Advisors, LLC20,849$6.13M1.84%+7,38813F-HRTimeline
Souders Financial Advisors20,825$6.13M0.7%-213F-HRTimeline
EPG Wealth Management LLC20,813$6.12M1.66%+15513F-HRTimeline
OSSIAM20,813$6.12M0.11%-26,61513F-HRTimeline
CHANNEL WEALTH LLC20,804$6.12M1.48%+1,55613F-HRTimeline
SYCOMORE ASSET MANAGEMENT29,164$6.12M0.85%013F-HRTimeline
Marks Group Wealth Management, Inc20,794$6.12M0.59%+2,43413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC20,776$6.11M0.09%+2,10613F-HRTimeline
Triasima Portfolio Management inc.20,761$6.11M0.92%-10,95413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC20,746$6.1M0.03%-1,68013F-HRTimelineGroup
GRANDFIELD & DODD, LLC20,744$6.1M0.34%-1,05313F-HRTimeline
Zullo Investment Group, Inc.20,734$6.1M2.31%+19813F-HRTimeline
Bell Bank20,701$6.09M0.26%+56913F-HRTimeline
SeaCrest Wealth Management, LLC20,677$6.08M0.65%-1,09013F-HRTimeline
WASATCH ADVISORS LP20,674$6.08M0.04%+1,00013F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.20,570$6.05M2.25%-10013F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC20,562$6.05M0.02%-14713F-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