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 |
|---|---|---|---|---|---|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
4,563
shares
|
$1.37 Million
0.51% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
4,558
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2025
Reduced 20.66%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
4,556
shares
|
$1.37 Million
0.28% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
4,549
shares
|
$1.37 Million
0.87% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
4,529
shares
|
$1.36 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
4,515
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
4,512
shares
|
$1.36 Million
0.47% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
4,495
shares
|
$1.35 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
4,494
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
4,491
shares
|
$1.35 Million
0.52% of portfolio
|
Q3 2025
Reduced 48.06%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,488
shares
|
$1.35 Million
0.44% of portfolio
|
Q2 2023
Reduced 25.79%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
4,480
shares
|
$1.35 Million
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
4,476
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
4,461
shares
|
$1.34 Million
0.8% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Geremia Financial Services, LLC
Edison, NJ |
Jan 13, 2026 Q4 2025 |
4,451
shares
|
$1.34 Million
1.18% of portfolio
|
Q4 2025
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,438
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
4,434
shares
|
$1.33 Million
0.92% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
4,429
shares
|
$1.33 Million
1.01% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
4,412
shares
|
$1.33 Million
0.51% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,411
shares
|
$1.32 Million
0.13% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
4,406
shares
|
$1.32 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Oct 15, 2025 Q3 2025 |
4,404
shares
|
$1.32 Million
0.46% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,400
shares
|
$1.32 Million
0.13% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
4,398
shares
|
$1.32 Million
0.93% of portfolio
|
Q4 2025
Added 10.75%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,387
shares
|
$1.32 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.8%
|
|