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 |
|---|---|---|---|---|---|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
8,377
shares
|
$2.52 Million
1.07% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,375
shares
|
$2.52 Million
1.0% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
8,358
shares
|
$2.51 Million
3.03% of portfolio
|
Q2 2025
Added 47.38%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
8,356
shares
|
$2.51 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
8,340
shares
|
$2.51 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,336
shares
|
$2.5 Million
0.63% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
8,330
shares
|
$2.5 Million
1.23% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,327
shares
|
$2.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
8,317
shares
|
$2.5 Million
0.4% of portfolio
|
Q4 2025
Added 17.19%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
8,317
shares
|
$2.5 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
8,316
shares
|
$2.5 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
8,296
shares
|
$2.49 Million
1.55% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
8,290
shares
|
$2.49 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
8,286
shares
|
$2.49 Million
0.33% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
8,278
shares
|
$2.49 Million
0.92% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
8,278
shares
|
$2.49 Million
1.84% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,265
shares
|
$2.48 Million
0.76% of portfolio
|
Q2 2022
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
8,252
shares
|
$2.48 Million
0.43% of portfolio
|
Q3 2025
Reduced 60.06%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
8,224
shares
|
$2.47 Million
1.89% of portfolio
|
Q4 2025
Reduced 6.44%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
8,220
shares
|
$2.47 Million
0.67% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
8,208
shares
|
$2.47 Million
0.57% of portfolio
|
Q4 2025
Reduced 1.48%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
8,204
shares
|
$2.46 Million
1.38% of portfolio
|
Q4 2025
Reduced 2.23%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
8,203
shares
|
$2.46 Million
0.64% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
8,200
shares
|
$2.46 Million
1.23% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
8,191
shares
|
$2.46 Million
0.24% of portfolio
|
Q3 2025
Added 1.9%
|
|