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 |
|---|---|---|---|---|---|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
5,575
shares
|
$1.67 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
5,571
shares
|
$1.67 Million
0.78% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
5,570
shares
|
$1.67 Million
0.93% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
5,569
shares
|
$1.67 Million
1.09% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
5,567
shares
|
$1.67 Million
0.57% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
5,566
shares
|
$1.67 Million
0.32% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
5,560
shares
|
$1.67 Million
2.28% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
5,550
shares
|
$1.67 Million
0.44% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
5,546
shares
|
$1.67 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
5,543
shares
|
$1.66 Million
0.71% of portfolio
|
Q4 2025
Added 15.99%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
5,539
shares
|
$1.66 Million
0.14% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
5,520
shares
|
$1.66 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
5,511
shares
|
$1.66 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
5,509
shares
|
$1.65 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
5,500
shares
|
$1.65 Million
0.46% of portfolio
|
Q3 2025
Added 83.33%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
5,487
shares
|
$1.65 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
5,478
shares
|
$1.65 Million
0.36% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
5,478
shares
|
$1.65 Million
1.7% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Cooke & Bieler LP
|
Oct 31, 2025 Q3 2025 |
5,475
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 96.82%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
5,471
shares
|
$1.64 Million
1.42% of portfolio
|
Q3 2025
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
5,459
shares
|
$1.64 Million
1.25% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
5,449
shares
|
$1.64 Million
0.23% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
5,447
shares
|
$1.64 Million
0.7% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
5,442
shares
|
$1.63 Million
1.9% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
5,440
shares
|
$1.63 Million
0.59% of portfolio
|
Q3 2025
Added 2.41%
|
|