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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
7,797
shares
|
$2.34 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
7,779
shares
|
$2.34 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
7,777
shares
|
$2.34 Million
0.83% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
7,757
shares
|
$2.33 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,749
shares
|
$2.33 Million
0.16% of portfolio
|
Q3 2022
Added 0.34%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
7,734
shares
|
$2.32 Million
0.6% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
7,733
shares
|
$2.32 Million
0.38% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
7,723
shares
|
$2.32 Million
0.52% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
7,719
shares
|
$2.32 Million
1.66% of portfolio
|
Q4 2025
Reduced 4.08%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,710
shares
|
$2.32 Million
0.23% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
7,706
shares
|
$2.31 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
7,691
shares
|
$2.31 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
7,680
shares
|
$2.31 Million
0.51% of portfolio
|
Q1 2024
Reduced 15.84%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 12, 2025 Q3 2025 |
7,679
shares
|
$2.31 Million
2.35% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
7,677
shares
|
$2.31 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,673
shares
|
$2.3 Million
0.29% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
7,672
shares
|
$2.3 Million
1.4% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,669
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
7,665
shares
|
$2.3 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
7,656
shares
|
$2.3 Million
0.42% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
7,656
shares
|
$2.3 Million
1.4% of portfolio
|
Q4 2025
Reduced 8.87%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
7,653
shares
|
$2.3 Million
1.88% of portfolio
|
Q3 2025
Added 25.54%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
7,643
shares
|
$2.3 Million
1.34% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,633
shares
|
$2.29 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
7,627
shares
|
$2.29 Million
0.56% of portfolio
|
Q3 2025
Added 0.67%
|
|