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 |
|---|---|---|---|---|---|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
5,034
shares
|
$1.51 Million
0.83% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
5,031
shares
|
$1.51 Million
1.02% of portfolio
|
Q4 2025
Added 142.69%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,030
shares
|
$1.51 Million
0.26% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
5,030
shares
|
$1.51 Million
0.52% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
5,028
shares
|
$1.51 Million
0.83% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
5,020
shares
|
$1.51 Million
0.49% of portfolio
|
Q3 2025
Added 29.08%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
5,011
shares
|
$1.51 Million
0.37% of portfolio
|
Q3 2025
Reduced 32.14%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Oct 15, 2025 Q3 2025 |
5,009
shares
|
$1.5 Million
1.47% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
5,001
shares
|
$1.5 Million
1.07% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
5,001
shares
|
$1.5 Million
0.52% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$1.5 Million
0.68% of portfolio
|
Q1 2025
Reduced 72.83%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$1.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 44.44%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$1.5 Million
0.23% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 07, 2026 Q4 2025 |
4,993
shares
|
$1.5 Million
1.25% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,991
shares
|
$1.5 Million
0.8% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,987
shares
|
$1.5 Million
0.69% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
4,980
shares
|
$1.5 Million
0.43% of portfolio
|
Q4 2025
Added 4.86%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,976
shares
|
$1.49 Million
0.19% of portfolio
|
Q4 2025
Added 70.76%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
4,975
shares
|
$1.49 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
4,971
shares
|
$1.49 Million
0.41% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,958
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 10, 2025 Q3 2025 |
4,950
shares
|
$1.49 Million
0.55% of portfolio
|
Q4 2020
Reduced 87.72%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
4,946
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2025
Added 1.66%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
4,941
shares
|
$1.48 Million
0.57% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
4,941
shares
|
$1.48 Million
1.55% of portfolio
|
Q3 2025
New holding
|
|