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 |
|---|---|---|---|---|---|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
12,207
shares
|
$3.67 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
12,198
shares
|
$3.66 Million
0.38% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
12,197
shares
|
$3.66 Million
1.76% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
12,195
shares
|
$3.66 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
12,185
shares
|
$3.66 Million
1.17% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
12,174
shares
|
$3.66 Million
0.44% of portfolio
|
Q4 2025
Added 5.4%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
12,171
shares
|
$3.66 Million
2.1% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
12,167
shares
|
$3.65 Million
1.52% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
12,158
shares
|
$3.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
12,136
shares
|
$3.65 Million
2.15% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,133
shares
|
$3.64 Million
1.38% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
12,129
shares
|
$3.64 Million
1.65% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
12,069
shares
|
$3.63 Million
0.58% of portfolio
|
Q3 2025
Added 327.07%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,011
shares
|
$3.61 Million
0.02% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
11,987
shares
|
$3.6 Million
1.41% of portfolio
|
Q3 2023
Reduced 65.46%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
11,985
shares
|
$3.6 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
11,985
shares
|
$3.6 Million
2.0% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
11,979
shares
|
$3.6 Million
0.48% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
11,973
shares
|
$3.6 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
11,965
shares
|
$3.59 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
11,946
shares
|
$3.59 Million
1.55% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Solitude Financial Services
|
Jan 15, 2026 Q4 2025 |
11,939
shares
|
$3.59 Million
1.15% of portfolio
|
Q4 2025
Added 8.13%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
11,935
shares
|
$3.58 Million
0.54% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
11,921
shares
|
$3.58 Million
1.23% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
11,898
shares
|
$3.57 Million
1.74% of portfolio
|
Q4 2025
Added 1.51%
|
|