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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
8,942
shares
|
$2.69 Million
0.32% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
8,932
shares
|
$2.68 Million
0.52% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
8,930
shares
|
$2.68 Million
1.33% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
8,920
shares
|
$2.68 Million
0.94% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
8,914
shares
|
$2.68 Million
1.7% of portfolio
|
Q4 2025
Added 4.04%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
8,913
shares
|
$2.68 Million
1.55% of portfolio
|
Q2 2024
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
8,907
shares
|
$2.68 Million
1.08% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
8,890
shares
|
$2.67 Million
0.24% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
8,874
shares
|
$2.67 Million
1.74% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
8,868
shares
|
$2.66 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
8,854
shares
|
$2.66 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
8,837
shares
|
$2.65 Million
0.49% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
8,831
shares
|
$2.65 Million
1.44% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
8,826
shares
|
$2.65 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
8,823
shares
|
$2.65 Million
1.85% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
8,811
shares
|
$2.65 Million
0.85% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
8,793
shares
|
$2.64 Million
0.71% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
8,773
shares
|
$2.64 Million
0.45% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
8,770
shares
|
$2.63 Million
1.71% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
8,761
shares
|
$2.63 Million
0.88% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
8,747
shares
|
$2.63 Million
1.8% of portfolio
|
Q2 2022
Added 123.88%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
8,740
shares
|
$2.63 Million
0.21% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
8,736
shares
|
$2.62 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
8,725
shares
|
$2.62 Million
0.7% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,723
shares
|
$2.62 Million
0.39% of portfolio
|
Q4 2024
Added 2.49%
|
|