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 |
|---|---|---|---|---|---|
|
Sage Advisors, LLC
Boulder, CO |
Jan 13, 2026 Q4 2025 |
3,161
shares
|
$949,469
0.68% of portfolio
|
Q4 2025
Added 117.55%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,154
shares
|
$947,366
0.47% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
3,147
shares
|
$945,264
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
3,146
shares
|
$944,964
0.54% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,146
shares
|
$944,964
0.68% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
3,145
shares
|
$944,663
0.2% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
3,144
shares
|
$944,363
0.3% of portfolio
|
Q4 2025
Added 65.74%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
3,143
shares
|
$944,062
0.69% of portfolio
|
Q4 2025
Reduced 7.29%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
3,141
shares
|
$943,462
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
3,137
shares
|
$942,260
1.35% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
3,126
shares
|
$938,956
0.15% of portfolio
|
Q3 2025
Reduced 20.78%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
3,123
shares
|
$938,055
0.68% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
3,122
shares
|
$937,755
0.72% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 17, 2025 Q3 2025 |
3,121
shares
|
$937,454
0.04% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
3,105
shares
|
$932,648
0.71% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
3,102
shares
|
$931,747
0.57% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
3,101
shares
|
$931,447
0.05% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,100
shares
|
$931,147
0.0% of portfolio
|
Q2 2025
Reduced 22.5%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,098
shares
|
$930,546
0.16% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
3,097
shares
|
$930,245
0.16% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
3,095
shares
|
$929,645
0.55% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
3,094
shares
|
$929,344
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,091
shares
|
$928,443
0.11% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
3,090
shares
|
$928,143
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,089
shares
|
$927,842
0.15% of portfolio
|
Q3 2024
Reduced 4.69%
|
|