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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
10,543
shares
|
$3.17 Million
0.92% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
10,539
shares
|
$3.17 Million
0.38% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
10,539
shares
|
$3.17 Million
0.46% of portfolio
|
Q4 2025
Reduced 2.74%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Nov 17, 2025 Q3 2025 |
10,526
shares
|
$3.16 Million
2.17% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
10,521
shares
|
$3.16 Million
0.96% of portfolio
|
Q4 2025
Reduced 2.36%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
10,521
shares
|
$3.16 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
10,520
shares
|
$3.16 Million
0.41% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
Jan 08, 2026 Q4 2025 |
10,520
shares
|
$3.16 Million
1.61% of portfolio
|
Q4 2025
New holding
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
10,500
shares
|
$3.15 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
10,499
shares
|
$3.15 Million
1.77% of portfolio
|
Q4 2025
Added 2.66%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,491
shares
|
$3.15 Million
2.38% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
10,488
shares
|
$3.15 Million
1.17% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
10,484
shares
|
$3.15 Million
0.99% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
10,477
shares
|
$3.15 Million
1.32% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,467
shares
|
$3.14 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
10,464
shares
|
$3.14 Million
0.52% of portfolio
|
Q4 2025
Added 4.02%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
10,460
shares
|
$3.14 Million
1.14% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
10,454
shares
|
$3.14 Million
0.43% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
10,453
shares
|
$3.14 Million
2.43% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
10,452
shares
|
$3.14 Million
1.22% of portfolio
|
Q4 2025
Reduced 2.83%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
10,441
shares
|
$3.14 Million
0.68% of portfolio
|
Q4 2025
Added 12.49%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,434
shares
|
$3.13 Million
0.21% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
10,426
shares
|
$3.13 Million
3.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
10,417
shares
|
$3.13 Million
1.22% of portfolio
|
Q2 2023
Reduced 4.95%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
10,400
shares
|
$3.12 Million
1.15% of portfolio
|
Q4 2025
Reduced 0.34%
|
|