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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9,267
shares
|
$2.78 Million
0.26% of portfolio
|
Q3 2022
Reduced 16.9%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
9,260
shares
|
$2.78 Million
1.16% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
9,228
shares
|
$2.77 Million
0.74% of portfolio
|
Q4 2025
Reduced 4.77%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
9,211
shares
|
$2.77 Million
1.06% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
9,208
shares
|
$2.77 Million
2.29% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
9,172
shares
|
$2.75 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
9,169
shares
|
$2.75 Million
0.19% of portfolio
|
Q3 2025
Added 63.88%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
9,146
shares
|
$2.75 Million
1.54% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
9,143
shares
|
$2.75 Million
1.38% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,141
shares
|
$2.75 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,129
shares
|
$2.74 Million
0.33% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
9,128
shares
|
$2.74 Million
0.77% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
Jan 14, 2026 Q4 2025 |
9,118
shares
|
$2.74 Million
2.74% of portfolio
|
Q4 2025
New holding
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,103
shares
|
$2.73 Million
1.27% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
9,087
shares
|
$2.73 Million
2.35% of portfolio
|
Q3 2025
Added 401.49%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
9,082
shares
|
$2.73 Million
1.35% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,060
shares
|
$2.72 Million
0.24% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,046
shares
|
$2.72 Million
0.94% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Washington Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
9,045
shares
|
$2.72 Million
2.12% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
9,004
shares
|
$2.7 Million
1.84% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
8,996
shares
|
$2.7 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
8,975
shares
|
$2.7 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
8,961
shares
|
$2.69 Million
0.58% of portfolio
|
Q4 2025
Added 4.42%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
8,960
shares
|
$2.69 Million
0.35% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,954
shares
|
$2.69 Million
0.45% of portfolio
|
Q3 2025
Added 5.93%
|
|