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 |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,962
shares
|
$889,695
0.69% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
2,956
shares
|
$887,893
0.41% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,955
shares
|
$887,593
0.61% of portfolio
|
Q4 2022
Added 7.42%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
2,953
shares
|
$886,992
0.3% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 15, 2026 Q4 2025 |
2,952
shares
|
$886,692
0.82% of portfolio
|
Q4 2025
Reduced 47.99%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
2,951
shares
|
$886,391
0.1% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2025 Q3 2025 |
2,932
shares
|
$880,684
0.46% of portfolio
|
Q3 2025
Reduced 99.63%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
2,931
shares
|
$880,384
0.49% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
2,929
shares
|
$879,783
0.23% of portfolio
|
Q3 2025
Added 30.99%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,924
shares
|
$878,281
0.46% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
2,924
shares
|
$878,281
0.63% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,923
shares
|
$877,981
0.16% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,920
shares
|
$877,080
0.09% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
2,919
shares
|
$876,780
0.23% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
2,918
shares
|
$876,479
0.34% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,918
shares
|
$876,479
0.2% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
2,908
shares
|
$873,475
0.3% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Hourglass Capital, LLC
|
Jan 14, 2026 Q4 2025 |
2,906
shares
|
$872,875
0.2% of portfolio
|
Q4 2025
Reduced 17.11%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
2,894
shares
|
$869,270
0.53% of portfolio
|
Q4 2025
Added 3.32%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,893
shares
|
$868,970
0.29% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
2,889
shares
|
$867,768
0.12% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
2,889
shares
|
$867,768
0.12% of portfolio
|
Q4 2025
Added 19.43%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
2,889
shares
|
$867,768
0.13% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,888
shares
|
$867,468
0.05% of portfolio
|
Q4 2023
Reduced 4.18%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
2,884
shares
|
$866,267
0.53% of portfolio
|
Q3 2025
Reduced 12.15%
|
|