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 |
|---|---|---|---|---|---|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
9,563
shares
|
$2.87 Million
1.85% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
9,560
shares
|
$2.87 Million
0.87% of portfolio
|
Q2 2022
Added 6.76%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
9,558
shares
|
$2.87 Million
1.38% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
9,548
shares
|
$2.87 Million
0.37% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
9,541
shares
|
$2.87 Million
1.08% of portfolio
|
Q4 2025
New holding
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
9,540
shares
|
$2.87 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
9,540
shares
|
$2.87 Million
0.33% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,531
shares
|
$2.86 Million
0.5% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
9,507
shares
|
$2.86 Million
1.35% of portfolio
|
Q3 2025
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
9,502
shares
|
$2.85 Million
1.65% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
9,499
shares
|
$2.85 Million
2.31% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
9,495
shares
|
$2.85 Million
0.38% of portfolio
|
Q4 2025
Added 10.36%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
9,484
shares
|
$2.85 Million
0.65% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
9,471
shares
|
$2.84 Million
1.61% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
9,467
shares
|
$2.84 Million
1.97% of portfolio
|
Q3 2025
Reduced 42.41%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
9,466
shares
|
$2.84 Million
0.49% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,462
shares
|
$2.84 Million
0.71% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
9,462
shares
|
$2.84 Million
3.49% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
9,459
shares
|
$2.84 Million
2.4% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,457
shares
|
$2.84 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
9,452
shares
|
$2.84 Million
1.09% of portfolio
|
Q4 2025
Added 16.22%
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
9,449
shares
|
$2.84 Million
0.32% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
9,429
shares
|
$2.83 Million
1.28% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
9,405
shares
|
$2.82 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
9,403
shares
|
$2.82 Million
1.06% of portfolio
|
Q4 2025
Added 16.09%
|
|