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 |
|---|---|---|---|---|---|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
6,000
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
5,998
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
5,991
shares
|
$1.8 Million
1.02% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
5,989
shares
|
$1.8 Million
0.25% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
5,966
shares
|
$1.79 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,950
shares
|
$1.79 Million
0.9% of portfolio
|
Q2 2023
Added 4.85%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
5,948
shares
|
$1.79 Million
0.39% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
5,932
shares
|
$1.78 Million
0.18% of portfolio
|
Q3 2025
Added 188.66%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
5,920
shares
|
$1.78 Million
0.43% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,920
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
5,917
shares
|
$1.78 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
5,917
shares
|
$1.78 Million
1.13% of portfolio
|
Q3 2023
Reduced 2.92%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
5,903
shares
|
$1.77 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
5,890
shares
|
$1.77 Million
1.18% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
5,888
shares
|
$1.77 Million
0.35% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
5,874
shares
|
$1.76 Million
0.92% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
5,864
shares
|
$1.76 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
5,861
shares
|
$1.76 Million
1.65% of portfolio
|
Q4 2025
Reduced 9.76%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
5,861
shares
|
$1.76 Million
0.3% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,861
shares
|
$1.76 Million
0.5% of portfolio
|
Q2 2022
Reduced 43.0%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
5,857
shares
|
$1.76 Million
1.79% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
5,856
shares
|
$1.76 Million
0.3% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
5,855
shares
|
$1.76 Million
0.29% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,854
shares
|
$1.76 Million
0.43% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
5,850
shares
|
$1.76 Million
0.53% of portfolio
|
Q3 2025
Added 1.39%
|
|