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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
3,339
shares
|
$1 Million
0.23% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
3,339
shares
|
$1 Million
0.24% of portfolio
|
Q4 2025
Added 11.45%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,338
shares
|
$1 Million
0.11% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
3,338
shares
|
$1 Million
0.42% of portfolio
|
Q2 2025
Reduced 35.08%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 21, 2025 Q3 2025 |
3,337
shares
|
$1 Million
1.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
3,335
shares
|
$1 Million
0.52% of portfolio
|
Q3 2025
Reduced 20.16%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
3,333
shares
|
$1 Million
0.4% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
3,330
shares
|
$1 Million
0.46% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
3,327
shares
|
$999,330
0.44% of portfolio
|
Q4 2025
Reduced 2.35%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
3,327
shares
|
$999,330
0.21% of portfolio
|
Q4 2025
Reduced 10.32%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
3,326
shares
|
$999,030
0.17% of portfolio
|
Q2 2024
Added 6.16%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
3,325
shares
|
$998,730
0.49% of portfolio
|
Q3 2025
Reduced 40.03%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,311
shares
|
$994,525
0.53% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
3,306
shares
|
$993,023
0.14% of portfolio
|
Q2 2025
Reduced 57.2%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
3,297
shares
|
$990,319
0.33% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,296
shares
|
$990,019
0.49% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
3,286
shares
|
$987,015
0.3% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
3,283
shares
|
$986,114
0.34% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
3,282
shares
|
$985,814
1.02% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,281
shares
|
$985,513
0.32% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
3,279
shares
|
$984,913
0.43% of portfolio
|
Q2 2025
Added 241.56%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
3,270
shares
|
$982,209
0.22% of portfolio
|
Q4 2025
Added 8.17%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
3,269
shares
|
$981,909
0.24% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,267
shares
|
$981,308
0.46% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
3,261
shares
|
$979,506
0.35% of portfolio
|
Q3 2025
Added 0.68%
|
|