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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
8,182
shares
|
$2.46 Million
1.18% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
8,177
shares
|
$2.46 Million
0.29% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
8,172
shares
|
$2.45 Million
1.43% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
8,164
shares
|
$2.45 Million
0.08% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
8,157
shares
|
$2.45 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
8,130
shares
|
$2.44 Million
0.39% of portfolio
|
Q3 2025
Added 121.77%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
8,128
shares
|
$2.44 Million
1.25% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
8,100
shares
|
$2.43 Million
0.96% of portfolio
|
Q4 2025
Reduced 2.56%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
8,097
shares
|
$2.43 Million
1.74% of portfolio
|
Q4 2025
Added 42.15%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,086
shares
|
$2.43 Million
0.6% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,067
shares
|
$2.42 Million
0.24% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,065
shares
|
$2.42 Million
0.13% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
8,061
shares
|
$2.42 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,058
shares
|
$2.42 Million
0.86% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
8,056
shares
|
$2.42 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
8,045
shares
|
$2.42 Million
0.84% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
8,043
shares
|
$2.42 Million
0.21% of portfolio
|
Q4 2025
Reduced 10.74%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
8,039
shares
|
$2.41 Million
3.15% of portfolio
|
Q3 2025
Reduced 55.08%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
8,026
shares
|
$2.41 Million
0.41% of portfolio
|
Q4 2025
Added 24.59%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
8,021
shares
|
$2.41 Million
0.34% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
8,011
shares
|
$2.41 Million
2.32% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Good Haven Capital Management, LLC
Millburn, NJ |
Nov 07, 2025 Q3 2025 |
8,000
shares
|
$2.4 Million
0.97% of portfolio
|
Q1 2020
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
7,993
shares
|
$2.4 Million
2.63% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
7,991
shares
|
$2.4 Million
1.51% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
7,985
shares
|
$2.4 Million
1.06% of portfolio
|
Q3 2025
Added 15.46%
|
|