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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
6,293
shares
|
$1.89 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
6,288
shares
|
$1.89 Million
0.23% of portfolio
|
Q4 2025
Added 50.22%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
6,277
shares
|
$1.89 Million
0.41% of portfolio
|
Q3 2025
Added 25.01%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
6,273
shares
|
$1.88 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
6,259
shares
|
$1.88 Million
1.45% of portfolio
|
Q4 2025
Added 14.55%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
6,257
shares
|
$1.88 Million
0.58% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
6,254
shares
|
$1.88 Million
0.09% of portfolio
|
Q3 2025
Reduced 13.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
6,252
shares
|
$1.88 Million
0.27% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
6,245
shares
|
$1.88 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
6,241
shares
|
$1.87 Million
0.23% of portfolio
|
Q4 2025
Added 1.68%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,233
shares
|
$1.87 Million
0.35% of portfolio
|
Q2 2022
Added 16.27%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
6,223
shares
|
$1.87 Million
0.33% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
6,195
shares
|
$1.86 Million
0.44% of portfolio
|
Q1 2023
Reduced 11.68%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
6,195
shares
|
$1.86 Million
2.01% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
6,191
shares
|
$1.86 Million
0.52% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
6,183
shares
|
$1.86 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
6,178
shares
|
$1.86 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
6,175
shares
|
$1.85 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,171
shares
|
$1.85 Million
0.27% of portfolio
|
Q2 2022
Reduced 11.97%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
6,171
shares
|
$1.85 Million
1.74% of portfolio
|
Q2 2025
Added 82.57%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
6,168
shares
|
$1.85 Million
0.56% of portfolio
|
Q4 2025
Added 14.56%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,163
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,161
shares
|
$1.85 Million
0.3% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
6,159
shares
|
$1.85 Million
0.82% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
6,158
shares
|
$1.85 Million
0.55% of portfolio
|
Q1 2023
Reduced 12.54%
|
|