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 |
|---|---|---|---|---|---|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
12,605
shares
|
$3.79 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
12,602
shares
|
$3.79 Million
1.91% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
12,585
shares
|
$3.78 Million
0.77% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
12,585
shares
|
$3.78 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
12,577
shares
|
$3.78 Million
1.74% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 14, 2025 Q3 2025 |
12,570
shares
|
$3.78 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
12,544
shares
|
$3.77 Million
1.08% of portfolio
|
Q4 2025
Added 15.77%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
12,517
shares
|
$3.76 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
12,514
shares
|
$3.76 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
12,500
shares
|
$3.75 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
12,494
shares
|
$3.75 Million
1.63% of portfolio
|
Q4 2025
Reduced 0.51%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
12,482
shares
|
$3.75 Million
0.1% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
12,471
shares
|
$3.75 Million
1.77% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
12,434
shares
|
$3.73 Million
0.33% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
12,417
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
12,402
shares
|
$3.73 Million
1.06% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
12,378
shares
|
$3.72 Million
0.27% of portfolio
|
Q4 2025
Added 21.65%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
12,373
shares
|
$3.72 Million
0.29% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
12,346
shares
|
$3.71 Million
1.32% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
12,338
shares
|
$3.71 Million
1.89% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
12,333
shares
|
$3.7 Million
1.61% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
12,320
shares
|
$3.7 Million
2.68% of portfolio
|
Q4 2025
Reduced 6.2%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
12,306
shares
|
$3.7 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
12,277
shares
|
$3.69 Million
2.03% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
12,231
shares
|
$3.67 Million
3.47% of portfolio
|
Q2 2025
Reduced 2.78%
|
|