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 |
|---|---|---|---|---|---|
|
Ruffer LLP
|
Nov 03, 2025 Q3 2025 |
7,000
shares
|
$2.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
7,000
shares
|
$2.1 Million
1.26% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
6,996
shares
|
$2.1 Million
0.27% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
6,958
shares
|
$2.09 Million
1.17% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
6,953
shares
|
$2.09 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
6,938
shares
|
$2.08 Million
0.88% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
6,925
shares
|
$2.08 Million
0.4% of portfolio
|
Q1 2025
Added 259.74%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,924
shares
|
$2.08 Million
0.36% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
6,924
shares
|
$2.08 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
6,922
shares
|
$2.08 Million
0.28% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
6,915
shares
|
$2.08 Million
0.26% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
6,912
shares
|
$2.08 Million
0.89% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
6,907
shares
|
$2.07 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
6,898
shares
|
$2.07 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,897
shares
|
$2.07 Million
1.56% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
6,896
shares
|
$2.07 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
6,882
shares
|
$2.07 Million
1.56% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
6,882
shares
|
$2.07 Million
1.9% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
6,872
shares
|
$2.06 Million
1.49% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
6,857
shares
|
$2.06 Million
1.58% of portfolio
|
Q3 2025
Added 23.48%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
6,845
shares
|
$2.06 Million
0.9% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
6,824
shares
|
$2.05 Million
0.88% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,822
shares
|
$2.05 Million
0.59% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
6,818
shares
|
$2.05 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
6,803
shares
|
$2.04 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.56%
|
|