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 |
|---|---|---|---|---|---|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
7,435
shares
|
$2.23 Million
0.42% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
7,433
shares
|
$2.23 Million
1.01% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
7,425
shares
|
$2.23 Million
0.45% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
7,418
shares
|
$2.23 Million
0.13% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
7,392
shares
|
$2.22 Million
2.1% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jan 16, 2026 Q4 2025 |
7,390
shares
|
$2.22 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
7,376
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 25.07%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
7,354
shares
|
$2.21 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
7,351
shares
|
$2.21 Million
0.44% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
7,349
shares
|
$2.21 Million
1.49% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
7,346
shares
|
$2.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 56.49%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
7,341
shares
|
$2.21 Million
0.52% of portfolio
|
Q1 2023
Reduced 4.35%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
7,329
shares
|
$2.2 Million
0.65% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
7,316
shares
|
$2.2 Million
0.41% of portfolio
|
Q4 2025
Added 2.8%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
7,315
shares
|
$2.2 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
7,310
shares
|
$2.2 Million
1.09% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
7,305
shares
|
$2.19 Million
0.37% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
7,303
shares
|
$2.19 Million
1.32% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
7,298
shares
|
$2.19 Million
0.21% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Jan 12, 2026 Q4 2025 |
7,298
shares
|
$2.19 Million
2.68% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Omnia Family Wealth, LLC
|
Jan 16, 2026 Q4 2025 |
7,297
shares
|
$2.19 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
7,290
shares
|
$2.19 Million
0.08% of portfolio
|
Q3 2025
Added 37.16%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
7,285
shares
|
$2.19 Million
1.87% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,269
shares
|
$2.18 Million
1.77% of portfolio
|
Q2 2025
Reduced 20.62%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
7,264
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 87.6%
|
|