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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
11,892
shares
|
$3.57 Million
1.57% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
11,881
shares
|
$3.57 Million
1.84% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
11,845
shares
|
$3.56 Million
2.45% of portfolio
|
Q3 2025
Reduced 24.26%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
11,811
shares
|
$3.55 Million
0.67% of portfolio
|
Q3 2025
Added 36.65%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
11,792
shares
|
$3.54 Million
0.69% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
11,782
shares
|
$3.54 Million
0.61% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,781
shares
|
$3.54 Million
0.21% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
11,781
shares
|
$3.54 Million
0.42% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
11,775
shares
|
$3.54 Million
1.78% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
11,774
shares
|
$3.54 Million
2.29% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
11,773
shares
|
$3.54 Million
0.61% of portfolio
|
Q3 2025
Added 56.12%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
11,755
shares
|
$3.53 Million
0.82% of portfolio
|
Q3 2025
Reduced 19.83%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
11,730
shares
|
$3.52 Million
2.36% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 05, 2025 Q3 2025 |
11,722
shares
|
$3.52 Million
2.08% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
Nov 13, 2025 Q3 2025 |
11,719
shares
|
$3.52 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
11,704
shares
|
$3.52 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
11,693
shares
|
$3.51 Million
1.04% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
11,682
shares
|
$3.51 Million
0.47% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Oct 17, 2025 Q3 2025 |
11,678
shares
|
$3.51 Million
2.97% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
11,674
shares
|
$3.51 Million
1.69% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,671
shares
|
$3.51 Million
1.25% of portfolio
|
Q1 2024
Added 17.44%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
11,664
shares
|
$3.5 Million
0.51% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
11,649
shares
|
$3.5 Million
2.53% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
11,646
shares
|
$3.5 Million
1.06% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
11,638
shares
|
$3.5 Million
0.91% of portfolio
|
Q2 2023
Reduced 1.52%
|
|