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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 2026-11-07T14:03:26.246Z

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2026-10-012026-09-30Rometty Virginia MA120.91Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-30 and its public availability date is 2026-10-01. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001225208-26-008053 ↗SEC 0001225208-26-008052 ↗SEC 0001225208-26-008051 ↗

Recent Form 4 activity

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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

Inspect all 50 displayed rows: 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.

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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

No matching Congressional transactions were returned in this source preview.

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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.