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 |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
10,390
shares
|
$3.12 Million
1.2% of portfolio
|
Q3 2025
Added 42.58%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
10,378
shares
|
$3.12 Million
0.62% of portfolio
|
Q4 2025
Added 4.5%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
10,367
shares
|
$3.11 Million
0.79% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
10,361
shares
|
$3.11 Million
2.39% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,338
shares
|
$3.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 54.2%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
10,338
shares
|
$3.11 Million
0.42% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
10,323
shares
|
$3.1 Million
0.34% of portfolio
|
Q4 2025
Added 12.3%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 16, 2026 Q4 2025 |
10,319
shares
|
$3.1 Million
1.97% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
10,318
shares
|
$3.1 Million
0.09% of portfolio
|
Q3 2025
Added 26.23%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
10,310
shares
|
$3.1 Million
1.31% of portfolio
|
Q3 2022
Added 24.07%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,307
shares
|
$3.1 Million
0.67% of portfolio
|
Q1 2023
Reduced 14.2%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
10,296
shares
|
$3.09 Million
0.91% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
10,284
shares
|
$3.09 Million
2.1% of portfolio
|
Q4 2025
Reduced 0.51%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
10,273
shares
|
$3.09 Million
0.42% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
10,259
shares
|
$3.08 Million
2.51% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
10,243
shares
|
$3.08 Million
1.87% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
10,239
shares
|
$3.08 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
10,235
shares
|
$3.07 Million
1.04% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
10,235
shares
|
$3.07 Million
1.3% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,234
shares
|
$3.07 Million
1.1% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
10,226
shares
|
$3.07 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
10,220
shares
|
$3.07 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
10,211
shares
|
$3.07 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
10,210
shares
|
$3.07 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2026 Q4 2025 |
10,210
shares
|
$3.07 Million
0.24% of portfolio
|
Q4 2025
Reduced 1.92%
|
|