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 |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
3,510
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2025
Reduced 21.41%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
3,508
shares
|
$1.05 Million
0.58% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
3,502
shares
|
$1.05 Million
0.49% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 20, 2025 Q3 2025 |
3,498
shares
|
$1.05 Million
0.57% of portfolio
|
Q2 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
3,493
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
3,489
shares
|
$1.05 Million
0.36% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
3,486
shares
|
$1.05 Million
0.99% of portfolio
|
Q3 2025
Added 16.98%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,485
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
3,476
shares
|
$1.04 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
3,473
shares
|
$1.04 Million
0.8% of portfolio
|
Q4 2025
Added 10.96%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
3,471
shares
|
$1.04 Million
0.72% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
3,468
shares
|
$1.04 Million
0.23% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
3,463
shares
|
$1.04 Million
0.64% of portfolio
|
Q3 2025
Added 236.54%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
3,462
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
3,456
shares
|
$1.04 Million
3.21% of portfolio
|
Q1 2025
Reduced 93.97%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,450
shares
|
$1.04 Million
0.36% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,448
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
3,447
shares
|
$1.04 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 15, 2026 Q4 2025 |
3,443
shares
|
$1.03 Million
0.58% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Nov 04, 2025 Q3 2025 |
3,441
shares
|
$1.03 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
3,432
shares
|
$1.03 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
3,426
shares
|
$1.03 Million
0.52% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
3,417
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,416
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,412
shares
|
$1.02 Million
0.61% of portfolio
|
Q3 2025
Added 1.19%
|
|