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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
4,385
shares
|
$1.32 Million
0.2% of portfolio
|
Q4 2025
Added 12.18%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,381
shares
|
$1.32 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
4,381
shares
|
$1.32 Million
1.12% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 29, 2025 Q3 2025 |
4,380
shares
|
$1.32 Million
0.53% of portfolio
|
Q3 2022
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
4,378
shares
|
$1.32 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
4,376
shares
|
$1.31 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Nov 12, 2025 Q3 2025 |
4,365
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
4,363
shares
|
$1.31 Million
0.48% of portfolio
|
Q3 2025
Added 184.42%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
4,351
shares
|
$1.31 Million
0.2% of portfolio
|
Q3 2025
Added 17.69%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
4,346
shares
|
$1.31 Million
0.27% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
4,345
shares
|
$1.31 Million
0.25% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
4,343
shares
|
$1.3 Million
0.32% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,342
shares
|
$1.3 Million
0.22% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
4,342
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 49.29%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
4,333
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2025
Reduced 18.46%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
4,313
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
4,311
shares
|
$1.29 Million
0.4% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,304
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Reduced 76.82%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,304
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2025 Q3 2025 |
4,303
shares
|
$1.29 Million
0.47% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
4,298
shares
|
$1.29 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,293
shares
|
$1.29 Million
0.28% of portfolio
|
Q2 2025
Reduced 29.61%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
4,291
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
4,290
shares
|
$1.29 Million
0.39% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
4,279
shares
|
$1.29 Million
0.22% of portfolio
|
Q4 2025
Added 8.11%
|
|