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 |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
4,926
shares
|
$1.48 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
4,924
shares
|
$1.48 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,919
shares
|
$1.48 Million
0.68% of portfolio
|
Q4 2022
Reduced 3.91%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,912
shares
|
$1.48 Million
0.44% of portfolio
|
Q1 2023
Added 14.55%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
4,907
shares
|
$1.47 Million
1.1% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,906
shares
|
$1.47 Million
0.38% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
4,903
shares
|
$1.47 Million
0.41% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,899
shares
|
$1.47 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
4,898
shares
|
$1.47 Million
0.36% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
4,891
shares
|
$1.47 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
4,891
shares
|
$1.47 Million
0.24% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4,888
shares
|
$1.47 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
4,886
shares
|
$1.47 Million
1.35% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
4,874
shares
|
$1.46 Million
1.33% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
4,872
shares
|
$1.46 Million
0.52% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
4,853
shares
|
$1.46 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Philo Smith Capital Corp
Stamford, CT |
Oct 22, 2025 Q3 2025 |
4,850
shares
|
$1.46 Million
0.43% of portfolio
|
Q4 2024
Reduced 49.21%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
4,849
shares
|
$1.46 Million
0.88% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
4,849
shares
|
$1.46 Million
1.36% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
4,827
shares
|
$1.45 Million
0.27% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
4,824
shares
|
$1.45 Million
0.6% of portfolio
|
Q3 2025
Reduced 47.44%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
4,819
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
4,803
shares
|
$1.44 Million
0.31% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
4,803
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2025
Reduced 50.75%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
4,802
shares
|
$1.44 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.96%
|
|