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 |
|---|---|---|---|---|---|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
4,175
shares
|
$1.25 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
4,172
shares
|
$1.25 Million
0.24% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
4,171
shares
|
$1.25 Million
0.31% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,161
shares
|
$1.25 Million
0.36% of portfolio
|
Q2 2023
Added 5.72%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
4,161
shares
|
$1.25 Million
0.63% of portfolio
|
Q4 2025
Added 5.37%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,158
shares
|
$1.25 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
4,156
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
4,155
shares
|
$1.25 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
4,148
shares
|
$1.25 Million
0.51% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
4,145
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2025
Added 247.73%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
4,144
shares
|
$1.24 Million
0.8% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Jan 07, 2026 Q4 2025 |
4,142
shares
|
$1.24 Million
1.35% of portfolio
|
Q4 2025
Reduced 21.43%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
4,139
shares
|
$1.24 Million
0.26% of portfolio
|
Q3 2025
Added 33.04%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
4,131
shares
|
$1.24 Million
0.23% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
4,127
shares
|
$1.24 Million
1.51% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,124
shares
|
$1.24 Million
0.37% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,121
shares
|
$1.24 Million
0.17% of portfolio
|
Q4 2025
Added 4.38%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
4,121
shares
|
$1.24 Million
0.35% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
4,120
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2022
Reduced 15.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
4,117
shares
|
$1.24 Million
0.26% of portfolio
|
Q4 2025
Added 13.79%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
4,117
shares
|
$1.24 Million
1.28% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
4,115
shares
|
$1.24 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
4,111
shares
|
$1.23 Million
0.38% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,107
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
4,105
shares
|
$1.23 Million
0.36% of portfolio
|
Q4 2025
Reduced 1.25%
|
|