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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
3,088
shares
|
$927,542
0.61% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
3,086
shares
|
$926,941
0.46% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
3,082
shares
|
$925,740
0.7% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
3,082
shares
|
$925,740
0.73% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
3,069
shares
|
$921,835
0.54% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,067
shares
|
$921,234
0.27% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
North Point Portfolio Managers Corp
|
Oct 23, 2025 Q3 2025 |
3,065
shares
|
$920,634
0.18% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
3,063
shares
|
$920,033
0.45% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,063
shares
|
$920,033
0.43% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,061
shares
|
$919,432
0.1% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
3,060
shares
|
$919,132
0.08% of portfolio
|
Q4 2025
Added 1.66%
|
|
|
American National Bank Of Texas
Richardson, TX |
Jan 07, 2026 Q4 2025 |
3,060
shares
|
$919,132
0.95% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,055
shares
|
$917,630
1.15% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
3,054
shares
|
$917,329
0.61% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Shikiar Asset Management Inc
|
Oct 14, 2025 Q3 2025 |
3,049
shares
|
$915,828
0.24% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
3,042
shares
|
$913,725
0.19% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Youngs Advisory Group, Inc.
|
Jan 14, 2026 Q4 2025 |
3,040
shares
|
$913,124
0.31% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Westwood Wealth Management
|
Oct 24, 2025 Q3 2025 |
3,037
shares
|
$912,223
0.37% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
3,037
shares
|
$912,223
1.11% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
3,036
shares
|
$911,923
0.64% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Diamant Asset Management, Inc.
|
Oct 29, 2025 Q3 2025 |
3,033
shares
|
$911,022
0.71% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
3,028
shares
|
$909,520
0.77% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,028
shares
|
$909,520
0.36% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
3,026
shares
|
$908,919
0.14% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,025
shares
|
$908,619
0.13% of portfolio
|
Q2 2023
Added 163.04%
|
|