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 |
|---|---|---|---|---|---|
|
Independence Financial Advisors, LLC
Franklin, NH |
Jan 15, 2026 Q4 2025 |
4,279
shares
|
$1.29 Million
0.38% of portfolio
|
Q4 2025
Added 416.79%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
4,277
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
4,276
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
4,269
shares
|
$1.28 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
4,268
shares
|
$1.28 Million
0.62% of portfolio
|
Q2 2024
Added 7.32%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
4,267
shares
|
$1.28 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
4,256
shares
|
$1.28 Million
0.35% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
4,255
shares
|
$1.28 Million
0.3% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2025 Q3 2025 |
4,253
shares
|
$1.28 Million
1.27% of portfolio
|
Q1 2025
Reduced 96.23%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
4,249
shares
|
$1.28 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
4,240
shares
|
$1.27 Million
1.1% of portfolio
|
Q4 2023
Added 9.96%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
4,238
shares
|
$1.27 Million
0.83% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
4,238
shares
|
$1.27 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,237
shares
|
$1.27 Million
0.59% of portfolio
|
Q4 2021
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,229
shares
|
$1.27 Million
0.32% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,229
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2025
Added 29.37%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
4,227
shares
|
$1.27 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
4,205
shares
|
$1.26 Million
0.45% of portfolio
|
Q3 2025
Reduced 56.4%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
4,193
shares
|
$1.26 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
4,192
shares
|
$1.26 Million
0.76% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
4,191
shares
|
$1.26 Million
0.63% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
4,184
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
4,184
shares
|
$1.26 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
4,183
shares
|
$1.26 Million
0.81% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
4,183
shares
|
$1.26 Million
0.67% of portfolio
|
Q3 2025
Added 5.6%
|
|