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 |
|---|---|---|---|---|---|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
3,600
shares
|
$1.08 Million
0.5% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
3,599
shares
|
$1.08 Million
1.49% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
3,594
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
3,589
shares
|
$1.08 Million
0.8% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
3,589
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
3,578
shares
|
$1.07 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
3,575
shares
|
$1.07 Million
0.87% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
3,573
shares
|
$1.07 Million
0.62% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
3,569
shares
|
$1.07 Million
0.26% of portfolio
|
Q4 2025
Added 3.63%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
3,569
shares
|
$1.07 Million
0.32% of portfolio
|
Q4 2025
Added 5.34%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
3,563
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2025
Added 72.71%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,562
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
3,560
shares
|
$1.07 Million
0.73% of portfolio
|
Q3 2025
Added 29.5%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
3,553
shares
|
$1.07 Million
0.31% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
3,552
shares
|
$1.07 Million
0.53% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
3,545
shares
|
$1.06 Million
0.44% of portfolio
|
Q4 2025
Added 3.35%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
3,537
shares
|
$1.06 Million
1.49% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
3,534
shares
|
$1.06 Million
0.48% of portfolio
|
Q4 2025
Added 2.67%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,530
shares
|
$1.06 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,529
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
3,519
shares
|
$1.06 Million
0.38% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,517
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
3,515
shares
|
$1.06 Million
0.64% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
3,511
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
3,510
shares
|
$1.05 Million
0.52% of portfolio
|
Q4 2025
Added 0.23%
|
|