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 |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,616
shares
|
$2.29 Million
0.49% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
7,608
shares
|
$2.29 Million
0.5% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
7,603
shares
|
$2.28 Million
0.21% of portfolio
|
Q4 2022
Reduced 11.53%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
7,603
shares
|
$2.28 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
7,602
shares
|
$2.28 Million
0.86% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
7,600
shares
|
$2.28 Million
1.8% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
7,579
shares
|
$2.28 Million
0.27% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,576
shares
|
$2.28 Million
1.46% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
7,575
shares
|
$2.28 Million
0.39% of portfolio
|
Q4 2025
Added 18.88%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
7,571
shares
|
$2.27 Million
1.14% of portfolio
|
Q3 2025
Added 24.03%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
7,568
shares
|
$2.27 Million
1.36% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
7,525
shares
|
$2.26 Million
1.65% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
7,518
shares
|
$2.26 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
7,514
shares
|
$2.26 Million
1.36% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
7,512
shares
|
$2.26 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Nov 12, 2025 Q3 2025 |
7,506
shares
|
$2.25 Million
7.73% of portfolio
|
Q3 2025
Reduced 73.39%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
7,500
shares
|
$2.25 Million
1.24% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
7,491
shares
|
$2.25 Million
0.67% of portfolio
|
Q3 2025
Added 38.67%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
7,482
shares
|
$2.25 Million
0.49% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Connective Portfolio Management, LLC
|
Jan 12, 2026 Q4 2025 |
7,480
shares
|
$2.25 Million
4.49% of portfolio
|
Q3 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
7,477
shares
|
$2.25 Million
1.29% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
7,464
shares
|
$2.24 Million
0.82% of portfolio
|
Q2 2025
Added 49.07%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
7,451
shares
|
$2.24 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
7,446
shares
|
$2.24 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
7,443
shares
|
$2.24 Million
1.05% of portfolio
|
Q3 2025
Added 0.23%
|
|