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 |
|---|---|---|---|---|---|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
10,192
shares
|
$3.06 Million
0.83% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
10,180
shares
|
$3.06 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
10,176
shares
|
$3.06 Million
0.53% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
10,169
shares
|
$3.05 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
10,152
shares
|
$3.05 Million
2.68% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
10,132
shares
|
$3.04 Million
0.52% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
10,125
shares
|
$3.04 Million
0.57% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
10,125
shares
|
$3.04 Million
0.57% of portfolio
|
Q4 2025
Reduced 9.94%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
10,123
shares
|
$3.04 Million
0.44% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 08, 2026 Q4 2025 |
10,108
shares
|
$3.04 Million
0.84% of portfolio
|
Q4 2025
Added 3.3%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
10,096
shares
|
$3.03 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
10,094
shares
|
$3.03 Million
1.9% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
10,089
shares
|
$3.03 Million
1.32% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
10,084
shares
|
$3.03 Million
0.31% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
10,080
shares
|
$3.03 Million
0.35% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
10,078
shares
|
$3.03 Million
0.9% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
10,045
shares
|
$3.02 Million
2.04% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
10,036
shares
|
$3.01 Million
0.95% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
10,029
shares
|
$3.01 Million
1.07% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
10,025
shares
|
$3.01 Million
1.73% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
10,021
shares
|
$3.01 Million
2.61% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
10,007
shares
|
$3.01 Million
1.45% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
10,003
shares
|
$3 Million
0.91% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 13, 2026 Q4 2025 |
10,003
shares
|
$3 Million
1.83% of portfolio
|
Q4 2025
Reduced 3.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
10,002
shares
|
$3 Million
0.27% of portfolio
|
Q3 2025
Added 32.92%
|
|