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 |
|---|---|---|---|---|---|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
11,364
shares
|
$3.41 Million
0.96% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
11,358
shares
|
$3.41 Million
2.12% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
11,357
shares
|
$3.41 Million
1.47% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
11,355
shares
|
$3.41 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
11,352
shares
|
$3.41 Million
2.49% of portfolio
|
Q2 2025
New holding
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
11,337
shares
|
$3.41 Million
1.27% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
11,314
shares
|
$3.4 Million
1.58% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
11,308
shares
|
$3.4 Million
1.52% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
11,301
shares
|
$3.39 Million
0.58% of portfolio
|
Q3 2025
Added 25.58%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
11,298
shares
|
$3.39 Million
0.88% of portfolio
|
Q4 2025
Reduced 2.8%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
11,287
shares
|
$3.39 Million
4.04% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
11,284
shares
|
$3.39 Million
0.55% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
11,277
shares
|
$3.39 Million
0.38% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
11,214
shares
|
$3.37 Million
0.34% of portfolio
|
Q1 2023
Reduced 78.22%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
11,209
shares
|
$3.37 Million
2.42% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
11,198
shares
|
$3.36 Million
0.71% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
11,184
shares
|
$3.36 Million
0.61% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
11,179
shares
|
$3.36 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
11,167
shares
|
$3.35 Million
0.87% of portfolio
|
Q4 2025
Added 7.95%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
11,166
shares
|
$3.35 Million
1.5% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
11,160
shares
|
$3.35 Million
1.52% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,154
shares
|
$3.35 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
11,130
shares
|
$3.34 Million
0.27% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
11,104
shares
|
$3.34 Million
1.57% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
11,093
shares
|
$3.33 Million
0.66% of portfolio
|
Q3 2025
Added 0.29%
|
|