Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 5,446 institutions that hold shares in the stock, with a total of 1.97 Billion shares, which have been reported (via 13F filing form) to have a value of $590 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
12,959
shares
|
$3.89 Million
0.7% of portfolio
|
Q3 2022
Reduced 40.2%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
12,947
shares
|
$3.89 Million
0.31% of portfolio
|
Q3 2024
Reduced 59.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
12,942
shares
|
$3.89 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
12,920
shares
|
$3.88 Million
1.13% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
12,869
shares
|
$3.87 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
12,855
shares
|
$3.86 Million
2.17% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
12,846
shares
|
$3.86 Million
0.45% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
12,815
shares
|
$3.85 Million
2.09% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
12,815
shares
|
$3.85 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
12,803
shares
|
$3.85 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Myriad Asset Management Us LP
|
Oct 30, 2025 Q3 2025 |
12,772
shares
|
$3.84 Million
2.37% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
12,734
shares
|
$3.82 Million
0.2% of portfolio
|
Q3 2025
Added 66.18%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
12,734
shares
|
$3.82 Million
0.86% of portfolio
|
Q4 2025
Added 1.35%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
12,726
shares
|
$3.82 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
12,713
shares
|
$3.82 Million
0.2% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
12,710
shares
|
$3.82 Million
1.33% of portfolio
|
Q3 2025
Reduced 19.37%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
12,702
shares
|
$3.82 Million
0.45% of portfolio
|
Q3 2025
Reduced 19.13%
|
|
|
Caldwell Investment Management Ltd.
|
Oct 27, 2025 Q3 2025 |
12,700
shares
|
$3.81 Million
4.17% of portfolio
|
Q1 2025
Added 53.01%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
12,677
shares
|
$3.81 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
12,673
shares
|
$3.81 Million
0.91% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
12,673
shares
|
$3.81 Million
2.19% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
12,670
shares
|
$3.81 Million
1.42% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
12,662
shares
|
$3.8 Million
0.32% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
12,648
shares
|
$3.8 Million
1.36% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
12,644
shares
|
$3.8 Million
1.02% of portfolio
|
Q3 2025
Reduced 6.62%
|
|