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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
6,440
shares
|
$1.93 Million
0.27% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,435
shares
|
$1.93 Million
0.84% of portfolio
|
Q4 2025
Added 4.63%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
6,434
shares
|
$1.93 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Nov 10, 2025 Q3 2025 |
6,429
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2025
Added 47.93%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
6,418
shares
|
$1.93 Million
0.64% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
6,409
shares
|
$1.93 Million
1.58% of portfolio
|
Q4 2025
Added 5.08%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
6,405
shares
|
$1.92 Million
0.88% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
6,405
shares
|
$1.92 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
6,391
shares
|
$1.92 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
6,388
shares
|
$1.92 Million
0.57% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,385
shares
|
$1.92 Million
0.93% of portfolio
|
Q3 2025
Reduced 17.45%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
6,371
shares
|
$1.91 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,367
shares
|
$1.91 Million
2.5% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,365
shares
|
$1.91 Million
0.19% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
6,339
shares
|
$1.9 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
6,331
shares
|
$1.9 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
6,326
shares
|
$1.9 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
6,321
shares
|
$1.9 Million
0.63% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
6,318
shares
|
$1.9 Million
0.56% of portfolio
|
Q3 2025
Added 17.5%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2025 Q3 2025 |
6,312
shares
|
$1.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 28.71%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
6,311
shares
|
$1.9 Million
1.24% of portfolio
|
Q3 2025
Reduced 15.74%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
6,310
shares
|
$1.9 Million
0.8% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,309
shares
|
$1.9 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
6,306
shares
|
$1.89 Million
0.75% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Crew Capital Management, Ltd.
|
Jan 16, 2026 Q4 2025 |
6,297
shares
|
$1.89 Million
1.32% of portfolio
|
Q4 2025
Added 1.61%
|
|