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 |
|---|---|---|---|---|---|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Nov 10, 2025 Q3 2025 |
3,800
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
3,798
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
3,795
shares
|
$1.14 Million
0.09% of portfolio
|
Q2 2025
Added 85.57%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,793
shares
|
$1.14 Million
0.11% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
3,783
shares
|
$1.14 Million
0.18% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,783
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2025
Reduced 8.18%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
3,781
shares
|
$1.14 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
3,769
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
3,764
shares
|
$1.13 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,764
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Galibier Capital Management Ltd.
|
Oct 21, 2025 Q3 2025 |
3,760
shares
|
$1.13 Million
0.44% of portfolio
|
Q1 2025
Reduced 28.52%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
3,755
shares
|
$1.13 Million
0.57% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,749
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2022
Reduced 4.65%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
3,747
shares
|
$1.13 Million
0.35% of portfolio
|
Q3 2025
Reduced 42.9%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 12, 2026 Q4 2025 |
3,741
shares
|
$1.12 Million
0.4% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
3,741
shares
|
$1.12 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
3,735
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,732
shares
|
$1.12 Million
0.78% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,719
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
3,719
shares
|
$1.12 Million
0.87% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
3,719
shares
|
$1.12 Million
0.81% of portfolio
|
Q4 2025
Reduced 8.96%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
3,713
shares
|
$1.12 Million
0.5% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,713
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2025
Added 84.27%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
3,712
shares
|
$1.11 Million
0.71% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Kdt Advisors, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
3,712
shares
|
$1.11 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|