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 |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
10,800
shares
|
$3.24 Million
1.26% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
10,792
shares
|
$3.24 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
10,759
shares
|
$3.23 Million
1.49% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
10,735
shares
|
$3.22 Million
1.5% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
10,732
shares
|
$3.22 Million
0.43% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
10,724
shares
|
$3.22 Million
0.35% of portfolio
|
Q4 2025
Added 4.73%
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
10,715
shares
|
$3.22 Million
0.88% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
10,699
shares
|
$3.21 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
10,696
shares
|
$3.21 Million
0.52% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
10,683
shares
|
$3.21 Million
0.66% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
10,658
shares
|
$3.2 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,655
shares
|
$3.2 Million
0.27% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
10,647
shares
|
$3.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,642
shares
|
$3.2 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
10,639
shares
|
$3.2 Million
0.02% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
10,638
shares
|
$3.2 Million
0.33% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
10,636
shares
|
$3.19 Million
0.51% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
10,627
shares
|
$3.19 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
10,618
shares
|
$3.19 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
10,598
shares
|
$3.18 Million
3.03% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
10,589
shares
|
$3.18 Million
0.6% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
10,587
shares
|
$3.18 Million
1.67% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
10,584
shares
|
$3.18 Million
1.55% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
10,574
shares
|
$3.18 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
10,570
shares
|
$3.17 Million
0.99% of portfolio
|
Q4 2023
Added 1.05%
|
|