Public ownership evidence

JPMorgan Chase & Co. (JPM) Ownership Disclosures

Read JPM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

JPMorgan Chase & Co.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-01
Trade date
2026-09-30
Reporting owners
Rometty Virginia M
Code
A
Shares
120.91
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001225208-26-008053
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JPM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JPM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-10-012026-09-30Rometty Virginia MA120.91Not reported
2026-10-012026-09-30NOVAKOVIC PHEBE NA120.91Not reported
2026-10-012026-09-30HOBSON MELLODY LA136.02Not reported
2026-10-012026-09-30BURKE STEPHEN BA170.03Not reported
2026-09-102026-09-10Leopold RobinS2,500Not reported
2026-08-122026-08-11Leopold RobinS2,500Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

First Nebraska Trust Co2001-09-302026-09-0112,224$417,450None
First Nebraska Trust Co2001-12-312026-09-0112,224$444,343None
Alternative Investment Advisors, LLC.2026-06-302026-09-011,041$340,960None
First Nebraska Trust Co2002-03-312026-08-2912,224$435,786None
Cornerstone Financial Management LLC2026-06-302026-08-293,046$997,047None
Cornerstone Financial Management LLC2026-03-312026-08-293,176$934,252None
Cornerstone Financial Management LLC2025-12-312026-08-293,175$1,023,049None
NWM ADVISORS, LLC2026-06-302026-08-2915,260$4,995,025None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,239$794,571Call
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29110,579$27,125,009None
Advisors Asset Management, Inc.2021-12-312026-08-28328,023$51,942,442None
Advisors Asset Management, Inc.2022-12-312026-08-28281,451$37,742,579None
Advisors Asset Management, Inc.2020-06-302026-08-28376,107$35,376,624None
Advisors Asset Management, Inc.2022-06-302026-08-28292,326$32,919,000None
Advisors Asset Management, Inc.2021-09-302026-08-28364,088$59,598,000None
Corient Private Wealth LP2026-06-302026-08-283,007,010$984,301,434None
Corient Private Wealth LP2026-06-302026-08-2896,179$31,482,227None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-283,643$1,312,820None
Redwood Investment Management, LLC2024-12-312026-08-285,092$1,221,000None
Redwood Investment Management, LLC2025-03-312026-08-288,573$2,103,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-282,510$821,598None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,225$654,506None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2833,056$10,651,155None
Formuepleje A/S2014-12-312026-08-28181,200$11,339,496None
Formuepleje A/S2014-09-302026-08-28255,751$15,406,440None
Formuepleje A/S2014-06-302026-08-28319,451$18,406,767None
Formuepleje A/S2014-03-312026-08-28278,781$16,924,795None
First Nebraska Trust Co2003-06-302026-08-277,761$265,271None
Wellington Grp LLC2026-06-302026-08-274,839$1,583,950None
AFFINITY WEALTH LLC2025-12-312026-08-27614$197,843None
Reflection Asset Management2026-03-312026-08-274,285$1,268,619None
Legacy Edge Advisors, LLC2025-09-302026-08-279,082$2,864,781None
HORAN Wealth, LLC2026-06-302026-08-2735,981$11,777,689None
Principia Wealth Advisory, LLC2026-06-302026-08-27979$320,456None
Principia Wealth Advisory, LLC2026-03-312026-08-27917$269,745None
Brown Financial Advisors2026-06-302026-08-279,025$2,954,153None
Advisors Asset Management, Inc.2024-03-312026-08-2779,945$16,012,984None
Advisors Asset Management, Inc.2025-03-312026-08-2775,979$18,637,649None
Advisors Asset Management, Inc.2022-09-302026-08-27305,072$31,880,000None
Advisors Asset Management, Inc.2020-12-312026-08-27433,237$55,051,000None
Advisors Asset Management, Inc.2022-03-312026-08-27294,945$40,206,902None
Advisors Asset Management, Inc.2023-06-302026-08-27199,720$29,047,277None
Advisors Asset Management, Inc.2023-09-302026-08-27159,212$23,088,924None
Advisors Asset Management, Inc.2023-03-312026-08-27250,208$32,604,604None
Advisors Asset Management, Inc.2021-03-312026-08-27423,719$64,502,743None
Advisors Asset Management, Inc.2021-06-302026-08-27410,483$63,847,000None
Advisors Asset Management, Inc.2020-09-302026-08-27396,822$38,202,054None
Advisors Asset Management, Inc.2025-09-302026-08-2771,418$22,527,380None
Advisors Asset Management, Inc.2023-12-312026-08-27106,308$18,082,991None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-271,116$328,283None

90-day public filing window, up to 50 source positions.

First Nebraska Trust Co ↗First Nebraska Trust Co ↗Alternative Investment Advisors, LLC. ↗First Nebraska Trust Co ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗NWM ADVISORS, LLC ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗

Recent Congressional disclosures

Sheldon Whitehouse2026-10-022026-09-04sale$15,001 - $50,000
Sheldon Whitehouse2026-10-022026-09-04sale$15,001 - $50,000
Scott Franklin2026-09-182026-08-20sale$1,001 - $15,000
Scott Franklin2026-09-182026-08-20sale$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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