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 |
|---|---|---|---|---|---|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,903
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 07, 2026 Q4 2025 |
3,890
shares
|
$1.17 Million
0.86% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
3,886
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Added 28.29%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3,883
shares
|
$1.17 Million
0.95% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Dock Street Asset Management Inc
|
Jan 15, 2026 Q4 2025 |
3,880
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2025
Added 14.59%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 14, 2025 Q3 2025 |
3,873
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 33.41%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
3,873
shares
|
$1.16 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
3,868
shares
|
$1.16 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
3,858
shares
|
$1.16 Million
0.36% of portfolio
|
Q1 2025
Added 88.47%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,849
shares
|
$1.16 Million
0.53% of portfolio
|
Q3 2025
Added 155.41%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
3,847
shares
|
$1.16 Million
0.6% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
3,846
shares
|
$1.16 Million
0.75% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
3,841
shares
|
$1.15 Million
0.28% of portfolio
|
Q4 2024
Reduced 57.24%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
3,839
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2025
Reduced 30.94%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
3,836
shares
|
$1.15 Million
0.81% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
3,825
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
3,823
shares
|
$1.15 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
3,818
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2025
Added 151.35%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,810
shares
|
$1.14 Million
0.19% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
3,810
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Added 185.82%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
3,808
shares
|
$1.14 Million
0.55% of portfolio
|
Q3 2025
Added 309.02%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
3,807
shares
|
$1.14 Million
0.33% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
3,806
shares
|
$1.14 Million
0.48% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,804
shares
|
$1.14 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
3,800
shares
|
$1.14 Million
0.28% of portfolio
|
Q2 2025
Added 111.11%
|
|