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 |
|---|---|---|---|---|---|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
10,000
shares
|
$3 Million
3.09% of portfolio
|
Q3 2023
Reduced 56.52%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
9,997
shares
|
$3 Million
0.98% of portfolio
|
Q3 2025
Reduced 22.8%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
9,997
shares
|
$3 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
9,981
shares
|
$3 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
9,981
shares
|
$3 Million
0.62% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 16, 2026 Q4 2025 |
9,947
shares
|
$2.99 Million
0.84% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
9,943
shares
|
$2.99 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
9,938
shares
|
$2.99 Million
0.68% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
9,918
shares
|
$2.98 Million
0.38% of portfolio
|
Q4 2025
Reduced 8.93%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
9,918
shares
|
$2.98 Million
2.29% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
9,914
shares
|
$2.98 Million
0.68% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
9,897
shares
|
$2.97 Million
2.2% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
9,876
shares
|
$2.97 Million
1.49% of portfolio
|
Q4 2025
Reduced 8.73%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
9,875
shares
|
$2.97 Million
0.57% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
9,870
shares
|
$2.96 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,855
shares
|
$2.96 Million
0.21% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,853
shares
|
$2.96 Million
1.12% of portfolio
|
Q2 2025
Added 38.35%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
9,836
shares
|
$2.95 Million
1.86% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
9,816
shares
|
$2.95 Million
0.95% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
9,808
shares
|
$2.95 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
9,804
shares
|
$2.94 Million
0.81% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
9,803
shares
|
$2.94 Million
1.52% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
9,788
shares
|
$2.94 Million
0.28% of portfolio
|
Q4 2025
Added 18.8%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,774
shares
|
$2.94 Million
1.25% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,752
shares
|
$2.93 Million
0.4% of portfolio
|
Q3 2025
Added 2.07%
|
|