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 |
|---|---|---|---|---|---|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
3,024
shares
|
$908,318
0.79% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,022
shares
|
$907,718
0.34% of portfolio
|
Q4 2022
Added 0.57%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
3,019
shares
|
$906,817
0.15% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
3,012
shares
|
$904,714
0.4% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,006
shares
|
$902,912
0.28% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
3,002
shares
|
$901,710
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$901,110
0.02% of portfolio
|
Q3 2024
Reduced 62.97%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$901,110
0.41% of portfolio
|
Q2 2025
Reduced 52.01%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
2,998
shares
|
$900,509
0.68% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
2,995
shares
|
$899,608
0.39% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,994
shares
|
$899,307
0.46% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
2,990
shares
|
$898,106
0.26% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
2,986
shares
|
$896,904
0.6% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Profit Investment Management, LLC
|
Jan 08, 2026 Q4 2025 |
2,984
shares
|
$896,304
3.7% of portfolio
|
Q3 2025
Reduced 35.45%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,983
shares
|
$896,003
0.12% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
2,983
shares
|
$896,003
0.23% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
2,973
shares
|
$893,000
0.26% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
2,969
shares
|
$891,798
0.13% of portfolio
|
Q3 2025
Reduced 45.19%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,967
shares
|
$891,197
0.34% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
2,967
shares
|
$891,197
0.52% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
2,967
shares
|
$891,197
0.66% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
2,966
shares
|
$890,897
0.26% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
2,965
shares
|
$890,597
0.1% of portfolio
|
Q3 2025
Added 22.27%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
2,965
shares
|
$890,597
0.69% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
2,964
shares
|
$890,296
0.55% of portfolio
|
Q3 2025
Added 2.49%
|
|