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 |
|---|---|---|---|---|---|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
4,799
shares
|
$1.44 Million
0.77% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
4,799
shares
|
$1.44 Million
0.63% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
4,789
shares
|
$1.44 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
4,786
shares
|
$1.44 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
4,783
shares
|
$1.44 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,774
shares
|
$1.43 Million
0.25% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,774
shares
|
$1.43 Million
0.47% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
4,769
shares
|
$1.43 Million
0.89% of portfolio
|
Q4 2025
New holding
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
4,768
shares
|
$1.43 Million
0.9% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,763
shares
|
$1.43 Million
0.19% of portfolio
|
Q4 2022
Added 86.49%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
4,762
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
4,758
shares
|
$1.43 Million
0.54% of portfolio
|
Q4 2025
Reduced 25.17%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
4,749
shares
|
$1.43 Million
0.64% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,731
shares
|
$1.42 Million
0.19% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,722
shares
|
$1.42 Million
0.23% of portfolio
|
Q4 2023
Added 2.41%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
4,715
shares
|
$1.42 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
4,715
shares
|
$1.42 Million
0.34% of portfolio
|
Q4 2025
Added 4.13%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
4,714
shares
|
$1.42 Million
0.46% of portfolio
|
Q4 2025
Reduced 3.56%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
4,713
shares
|
$1.42 Million
0.58% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,699
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,686
shares
|
$1.41 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
4,684
shares
|
$1.41 Million
0.38% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
4,680
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Reduced 82.96%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
4,673
shares
|
$1.4 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
4,668
shares
|
$1.4 Million
0.12% of portfolio
|
Q4 2025
Added 0.11%
|
|