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 |
|---|---|---|---|---|---|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Nov 17, 2025 Q3 2025 |
9,402
shares
|
$2.82 Million
1.83% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,387
shares
|
$2.82 Million
0.39% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
9,381
shares
|
$2.82 Million
0.3% of portfolio
|
Q1 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
9,380
shares
|
$2.82 Million
0.43% of portfolio
|
Q3 2025
Added 23.18%
|
|
|
Carmignac Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
9,371
shares
|
$2.81 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
9,368
shares
|
$2.81 Million
0.5% of portfolio
|
Q4 2025
Reduced 2.22%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
9,361
shares
|
$2.81 Million
1.48% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
9,357
shares
|
$2.81 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
9,356
shares
|
$2.81 Million
1.04% of portfolio
|
Q3 2025
Added 20.6%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,355
shares
|
$2.81 Million
0.16% of portfolio
|
Q2 2023
Added 5.37%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
9,344
shares
|
$2.81 Million
0.34% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
9,343
shares
|
$2.81 Million
0.35% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
9,339
shares
|
$2.81 Million
0.04% of portfolio
|
Q3 2025
Added 16.06%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
9,325
shares
|
$2.8 Million
0.42% of portfolio
|
Q4 2025
Added 49.13%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
9,323
shares
|
$2.8 Million
2.86% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
9,319
shares
|
$2.8 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,316
shares
|
$2.8 Million
0.86% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
9,310
shares
|
$2.8 Million
0.7% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Terra Nova Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
9,309
shares
|
$2.8 Million
2.02% of portfolio
|
Q4 2025
Added 22.02%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
9,305
shares
|
$2.79 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
9,298
shares
|
$2.79 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
9,292
shares
|
$2.79 Million
2.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
9,276
shares
|
$2.79 Million
0.23% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
9,276
shares
|
$2.79 Million
0.58% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
9,275
shares
|
$2.79 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.04%
|
|