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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
5,178
shares
|
$1.56 Million
0.74% of portfolio
|
Q3 2025
Reduced 14.09%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
5,175
shares
|
$1.55 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
5,165
shares
|
$1.55 Million
0.59% of portfolio
|
Q4 2025
Reduced 2.99%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,156
shares
|
$1.55 Million
0.24% of portfolio
|
Q3 2025
Reduced 66.86%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
5,153
shares
|
$1.55 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
5,149
shares
|
$1.55 Million
0.88% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
5,149
shares
|
$1.55 Million
1.29% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
5,144
shares
|
$1.55 Million
0.38% of portfolio
|
Q3 2025
Added 56.35%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
5,140
shares
|
$1.54 Million
0.33% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
5,130
shares
|
$1.54 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
5,112
shares
|
$1.54 Million
0.26% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,111
shares
|
$1.54 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
5,109
shares
|
$1.53 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Nov 12, 2025 Q3 2025 |
5,100
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
5,099
shares
|
$1.53 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
5,098
shares
|
$1.53 Million
0.31% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
5,091
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
5,086
shares
|
$1.53 Million
0.58% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,060
shares
|
$1.52 Million
0.37% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
5,058
shares
|
$1.52 Million
1.28% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
5,056
shares
|
$1.52 Million
0.38% of portfolio
|
Q3 2025
Added 149.43%
|
|
|
Wallington Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
5,053
shares
|
$1.52 Million
0.21% of portfolio
|
Q4 2025
Reduced 1.48%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,038
shares
|
$1.51 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
5,037
shares
|
$1.51 Million
0.32% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
5,035
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2025
Added 0.86%
|
|