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 |
|---|---|---|---|---|---|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
11,628
shares
|
$3.49 Million
3.7% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
11,623
shares
|
$3.49 Million
0.95% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
11,619
shares
|
$3.49 Million
0.54% of portfolio
|
Q4 2024
Reduced 43.6%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
11,619
shares
|
$3.49 Million
1.06% of portfolio
|
Q3 2025
Reduced 25.58%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
11,595
shares
|
$3.48 Million
0.57% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
11,594
shares
|
$3.48 Million
1.01% of portfolio
|
Q4 2025
Reduced 26.49%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
11,583
shares
|
$3.48 Million
0.34% of portfolio
|
Q3 2025
Reduced 31.55%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
11,578
shares
|
$3.48 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
11,555
shares
|
$3.47 Million
1.3% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
11,526
shares
|
$3.46 Million
0.82% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,514
shares
|
$3.46 Million
0.28% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
11,509
shares
|
$3.46 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
11,509
shares
|
$3.46 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
11,497
shares
|
$3.45 Million
2.75% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
11,490
shares
|
$3.45 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
11,482
shares
|
$3.45 Million
3.33% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
11,467
shares
|
$3.44 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
11,448
shares
|
$3.44 Million
0.38% of portfolio
|
Q3 2025
Reduced 50.05%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
11,428
shares
|
$3.43 Million
0.58% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
11,410
shares
|
$3.43 Million
0.36% of portfolio
|
Q3 2025
Reduced 39.74%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
11,402
shares
|
$3.42 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
11,395
shares
|
$3.42 Million
1.82% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
11,386
shares
|
$3.42 Million
0.59% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
11,376
shares
|
$3.42 Million
0.43% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
11,370
shares
|
$3.42 Million
0.15% of portfolio
|
Q3 2025
Added 1.7%
|
|