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 |
|---|---|---|---|---|---|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,255
shares
|
$977,704
0.36% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
3,254
shares
|
$977,403
0.38% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
3,254
shares
|
$977,403
0.41% of portfolio
|
Q4 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,253
shares
|
$977,103
0.46% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
3,246
shares
|
$975,001
0.59% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,240
shares
|
$973,198
0.09% of portfolio
|
Q3 2025
Added 33.66%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
3,230
shares
|
$970,195
0.78% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,224
shares
|
$968,392
0.57% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 14, 2026 Q4 2025 |
3,222
shares
|
$967,792
0.67% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
3,218
shares
|
$966,590
0.2% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
3,217
shares
|
$966,290
0.3% of portfolio
|
Q4 2025
Added 15.02%
|
|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
3,215
shares
|
$965,689
0.38% of portfolio
|
Q3 2025
Reduced 31.13%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
3,211
shares
|
$964,488
0.94% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
3,210
shares
|
$964,187
0.14% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
3,209
shares
|
$963,887
0.24% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
3,199
shares
|
$960,883
0.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
3,189
shares
|
$957,879
0.14% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
3,178
shares
|
$954,575
0.36% of portfolio
|
Q4 2025
Reduced 7.35%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
3,176
shares
|
$953,975
0.34% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,176
shares
|
$953,975
0.1% of portfolio
|
Q4 2022
Added 2.35%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
3,175
shares
|
$953,674
0.04% of portfolio
|
Q3 2025
Reduced 15.11%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
3,174
shares
|
$953,374
0.41% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
3,171
shares
|
$952,473
0.74% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
3,171
shares
|
$952,473
0.44% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Genesis Financial Group, LLC
Paramus, NJ |
Jan 16, 2026 Q4 2025 |
3,165
shares
|
$950,671
0.59% of portfolio
|
Q4 2025
New holding
|
|