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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
3,704
shares
|
$1.11 Million
0.49% of portfolio
|
Q4 2025
Added 3.96%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
3,704
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 15, 2026 Q4 2025 |
3,701
shares
|
$1.11 Million
0.39% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
3,700
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2025
Added 24.79%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Nov 14, 2025 Q3 2025 |
3,700
shares
|
$1.11 Million
1.4% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 14, 2026 Q4 2025 |
3,693
shares
|
$1.11 Million
0.6% of portfolio
|
Q4 2025
Reduced 1.86%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
3,688
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
3,685
shares
|
$1.11 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
3,684
shares
|
$1.11 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
3,678
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
3,674
shares
|
$1.1 Million
1.08% of portfolio
|
Q4 2025
Added 145.1%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
3,669
shares
|
$1.1 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
3,666
shares
|
$1.1 Million
0.8% of portfolio
|
Q4 2025
Reduced 3.93%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
3,657
shares
|
$1.1 Million
0.28% of portfolio
|
Q4 2025
Added 2.61%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
3,647
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
3,644
shares
|
$1.09 Million
0.62% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
3,632
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
3,627
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,627
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,627
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
3,627
shares
|
$1.09 Million
0.55% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
3,626
shares
|
$1.09 Million
0.91% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
3,617
shares
|
$1.09 Million
0.92% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
3,617
shares
|
$1.09 Million
0.92% of portfolio
|
Q3 2025
Reduced 28.64%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,614
shares
|
$1.09 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.87%
|
|