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 |
|---|---|---|---|---|---|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
9,721
shares
|
$2.92 Million
0.38% of portfolio
|
Q4 2025
Reduced 14.08%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
9,718
shares
|
$2.92 Million
1.44% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
9,705
shares
|
$2.92 Million
0.52% of portfolio
|
Q3 2025
Added 37.17%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
9,702
shares
|
$2.91 Million
1.21% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,699
shares
|
$2.91 Million
0.89% of portfolio
|
Q4 2023
Added 19.53%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
9,692
shares
|
$2.91 Million
1.46% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
9,690
shares
|
$2.91 Million
1.8% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,684
shares
|
$2.91 Million
0.47% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
9,675
shares
|
$2.91 Million
1.02% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Trust Investment Advisors
|
Nov 24, 2025 Q3 2025 |
9,670
shares
|
$2.9 Million
1.81% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
9,653
shares
|
$2.9 Million
2.48% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
9,645
shares
|
$2.9 Million
0.52% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
9,631
shares
|
$2.89 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
9,619
shares
|
$2.89 Million
1.27% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Terril Brothers, Inc.
|
Nov 13, 2025 Q3 2025 |
9,618
shares
|
$2.89 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,614
shares
|
$2.89 Million
0.79% of portfolio
|
Q2 2023
Added 2.12%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
9,603
shares
|
$2.88 Million
0.72% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
9,597
shares
|
$2.88 Million
0.45% of portfolio
|
Q3 2025
Added 769.29%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
9,591
shares
|
$2.88 Million
0.31% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Reik & Co., LLC
|
Nov 04, 2025 Q3 2025 |
9,590
shares
|
$2.88 Million
0.82% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
9,590
shares
|
$2.88 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
9,589
shares
|
$2.88 Million
0.69% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
9,578
shares
|
$2.88 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,575
shares
|
$2.88 Million
0.12% of portfolio
|
Q4 2023
Reduced 13.4%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
9,573
shares
|
$2.88 Million
2.05% of portfolio
|
Q3 2025
Reduced 17.17%
|
|