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 |
|---|---|---|---|---|---|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
3,992
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2025
Added 49.29%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
3,990
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
3,985
shares
|
$1.2 Million
0.66% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
3,984
shares
|
$1.2 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
3,984
shares
|
$1.2 Million
0.53% of portfolio
|
Q3 2025
Added 136.86%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
3,978
shares
|
$1.19 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 16, 2026 Q4 2025 |
3,970
shares
|
$1.19 Million
0.8% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
3,968
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2025
Added 3.47%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
3,967
shares
|
$1.19 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
3,962
shares
|
$1.19 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
3,962
shares
|
$1.19 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
3,962
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
3,957
shares
|
$1.19 Million
0.93% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
3,953
shares
|
$1.19 Million
0.9% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
3,950
shares
|
$1.19 Million
0.27% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
3,944
shares
|
$1.18 Million
0.73% of portfolio
|
Q4 2025
Added 25.21%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
3,940
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
3,936
shares
|
$1.18 Million
1.97% of portfolio
|
Q2 2025
Reduced 49.91%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
3,929
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
3,922
shares
|
$1.18 Million
0.22% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
3,920
shares
|
$1.18 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,912
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
3,912
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
3,910
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
3,908
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.26%
|
|