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 |
|---|---|---|---|---|---|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
11,093
shares
|
$3.33 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
11,089
shares
|
$3.33 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
11,075
shares
|
$3.33 Million
0.62% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
11,074
shares
|
$3.33 Million
0.84% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
11,071
shares
|
$3.33 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
11,066
shares
|
$3.32 Million
2.47% of portfolio
|
Q4 2025
Reduced 5.3%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
11,061
shares
|
$3.32 Million
2.14% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
10,991
shares
|
$3.3 Million
1.12% of portfolio
|
Q3 2025
Added 38.15%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
10,986
shares
|
$3.3 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
10,974
shares
|
$3.3 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,970
shares
|
$3.3 Million
0.37% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
10,970
shares
|
$3.3 Million
2.56% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
10,962
shares
|
$3.29 Million
1.71% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
10,957
shares
|
$3.29 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
10,908
shares
|
$3.28 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
10,872
shares
|
$3.27 Million
1.47% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
10,852
shares
|
$3.26 Million
0.41% of portfolio
|
Q4 2025
Added 2.46%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
10,849
shares
|
$3.26 Million
1.62% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
10,847
shares
|
$3.26 Million
0.57% of portfolio
|
Q4 2025
Added 3.01%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
10,840
shares
|
$3.26 Million
2.21% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
10,836
shares
|
$3.25 Million
0.49% of portfolio
|
Q3 2025
Added 78.87%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
10,835
shares
|
$3.25 Million
0.2% of portfolio
|
Q3 2025
Reduced 39.27%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
10,826
shares
|
$3.25 Million
3.39% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
10,819
shares
|
$3.25 Million
1.06% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
10,807
shares
|
$3.25 Million
0.38% of portfolio
|
Q3 2025
Added 0.93%
|
|