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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
7,976
shares
|
$2.4 Million
0.8% of portfolio
|
Q4 2025
Reduced 1.98%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
7,972
shares
|
$2.39 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
7,964
shares
|
$2.39 Million
1.67% of portfolio
|
Q4 2025
Added 7.07%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 03, 2025 Q3 2025 |
7,958
shares
|
$2.39 Million
1.32% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
7,949
shares
|
$2.39 Million
1.58% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
7,946
shares
|
$2.39 Million
1.4% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
7,945
shares
|
$2.39 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
7,932
shares
|
$2.38 Million
0.29% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,928
shares
|
$2.38 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
7,920
shares
|
$2.38 Million
1.64% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
7,918
shares
|
$2.38 Million
0.44% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
7,903
shares
|
$2.37 Million
1.14% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
7,893
shares
|
$2.37 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
7,891
shares
|
$2.37 Million
0.43% of portfolio
|
Q3 2025
Reduced 40.67%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
7,882
shares
|
$2.37 Million
0.42% of portfolio
|
Q3 2025
Added 23.58%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,878
shares
|
$2.37 Million
0.13% of portfolio
|
Q3 2023
Reduced 32.72%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
7,869
shares
|
$2.36 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 21, 2025 Q3 2025 |
7,867
shares
|
$2.36 Million
0.74% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
7,866
shares
|
$2.36 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
7,863
shares
|
$2.36 Million
1.63% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
7,836
shares
|
$2.35 Million
1.59% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
7,829
shares
|
$2.35 Million
0.68% of portfolio
|
Q3 2025
Added 21.32%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 15, 2026 Q4 2025 |
7,828
shares
|
$2.35 Million
1.08% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
7,813
shares
|
$2.35 Million
1.15% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
7,801
shares
|
$2.34 Million
0.38% of portfolio
|
Q4 2025
Reduced 1.47%
|
|