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 |
|---|---|---|---|---|---|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
5,293
shares
|
$1.59 Million
0.96% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
5,289
shares
|
$1.59 Million
0.15% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
5,286
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,283
shares
|
$1.59 Million
0.52% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
5,279
shares
|
$1.59 Million
0.92% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
5,273
shares
|
$1.58 Million
0.61% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
5,268
shares
|
$1.58 Million
0.93% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
5,262
shares
|
$1.58 Million
0.19% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Ami Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
5,261
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
5,242
shares
|
$1.57 Million
1.47% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
5,238
shares
|
$1.57 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
5,236
shares
|
$1.57 Million
0.13% of portfolio
|
Q4 2025
Reduced 3.8%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,233
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
5,230
shares
|
$1.57 Million
1.02% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
5,228
shares
|
$1.57 Million
1.39% of portfolio
|
Q3 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,226
shares
|
$1.57 Million
0.21% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
5,218
shares
|
$1.57 Million
0.38% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
5,212
shares
|
$1.57 Million
0.22% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
5,210
shares
|
$1.56 Million
1.91% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
5,203
shares
|
$1.56 Million
0.6% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
5,201
shares
|
$1.56 Million
0.09% of portfolio
|
Q3 2022
Reduced 5.18%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
5,195
shares
|
$1.56 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
5,190
shares
|
$1.56 Million
0.43% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
5,184
shares
|
$1.56 Million
1.52% of portfolio
|
Q4 2025
Added 1.05%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
5,183
shares
|
$1.56 Million
0.31% of portfolio
|
Q4 2025
Added 0.66%
|
|