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 |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
8,542
shares
|
$2.57 Million
0.34% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
8,533
shares
|
$2.56 Million
1.36% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
8,526
shares
|
$2.56 Million
0.46% of portfolio
|
Q3 2023
Added 1.82%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
8,523
shares
|
$2.56 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,504
shares
|
$2.55 Million
0.34% of portfolio
|
Q3 2025
Reduced 32.56%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,500
shares
|
$2.55 Million
1.07% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Management Associates
New York, NY |
Nov 05, 2025 Q3 2025 |
8,500
shares
|
$2.55 Million
4.62% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
8,494
shares
|
$2.55 Million
0.46% of portfolio
|
Q3 2025
Added 26.29%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
8,469
shares
|
$2.54 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
8,451
shares
|
$2.54 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
8,449
shares
|
$2.54 Million
0.76% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
8,448
shares
|
$2.54 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
8,446
shares
|
$2.54 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,444
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 80.68%
|
|
|
Guardian Investment Management
|
Nov 13, 2025 Q3 2025 |
8,434
shares
|
$2.53 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
8,422
shares
|
$2.53 Million
0.99% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
8,421
shares
|
$2.53 Million
2.38% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
8,411
shares
|
$2.53 Million
0.93% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
8,404
shares
|
$2.52 Million
1.25% of portfolio
|
Q4 2025
Reduced 5.42%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
8,400
shares
|
$2.52 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
8,398
shares
|
$2.52 Million
1.06% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
8,394
shares
|
$2.52 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
8,394
shares
|
$2.52 Million
0.95% of portfolio
|
Q3 2022
Reduced 87.39%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
8,394
shares
|
$2.52 Million
0.48% of portfolio
|
Q3 2025
Added 25.77%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
8,388
shares
|
$2.52 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.76%
|
|