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 |
|---|---|---|---|---|---|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
6,800
shares
|
$2.04 Million
1.37% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 13, 2025 Q3 2025 |
6,800
shares
|
$2.04 Million
0.55% of portfolio
|
Q3 2019
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
6,780
shares
|
$2.04 Million
0.8% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
6,776
shares
|
$2.04 Million
0.97% of portfolio
|
Q3 2025
Added 47.69%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
6,771
shares
|
$2.03 Million
0.91% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
6,751
shares
|
$2.03 Million
0.48% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
6,751
shares
|
$2.03 Million
2.02% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
6,744
shares
|
$2.03 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
6,740
shares
|
$2.02 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.91%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
6,739
shares
|
$2.02 Million
0.36% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
6,729
shares
|
$2.02 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
6,726
shares
|
$2.02 Million
1.56% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
6,722
shares
|
$2.02 Million
1.22% of portfolio
|
Q3 2025
Added 25.06%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
6,721
shares
|
$2.02 Million
0.29% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
6,714
shares
|
$2.02 Million
0.58% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
6,713
shares
|
$2.02 Million
1.54% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
6,711
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
6,710
shares
|
$2.02 Million
1.01% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
6,708
shares
|
$2.01 Million
1.32% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
6,705
shares
|
$2.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 77.02%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
6,698
shares
|
$2.01 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
6,674
shares
|
$2 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
6,671
shares
|
$2 Million
1.48% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
6,665
shares
|
$2 Million
0.55% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
6,655
shares
|
$2 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.08%
|
|