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 |
|---|---|---|---|---|---|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 22, 2025 Q3 2025 |
2,876
shares
|
$863,864
0.62% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,874
shares
|
$863,263
0.17% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
2,873
shares
|
$862,963
0.23% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
2,868
shares
|
$861,461
0.12% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
2,865
shares
|
$860,560
0.53% of portfolio
|
Q3 2025
Reduced 30.65%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
2,864
shares
|
$860,259
0.29% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
2,861
shares
|
$859,358
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
2,860
shares
|
$859,058
0.4% of portfolio
|
Q4 2025
Added 60.85%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
2,859
shares
|
$858,757
0.09% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
2,848
shares
|
$855,453
0.14% of portfolio
|
Q3 2025
Added 23.77%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
2,845
shares
|
$854,552
0.27% of portfolio
|
Q3 2025
Added 64.64%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
2,837
shares
|
$852,149
0.23% of portfolio
|
Q2 2025
Reduced 74.02%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
2,831
shares
|
$850,347
0.08% of portfolio
|
Q3 2025
Added 13.74%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
2,831
shares
|
$850,347
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,830
shares
|
$850,047
0.12% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,821
shares
|
$847,343
0.98% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
2,816
shares
|
$845,841
0.09% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
2,812
shares
|
$844,640
0.27% of portfolio
|
Q4 2025
Added 73.15%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
2,809
shares
|
$843,739
0.04% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
2,809
shares
|
$843,739
0.61% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,808
shares
|
$843,438
0.09% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
2,801
shares
|
$841,336
0.61% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
2,800
shares
|
$841,036
0.35% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Nov 12, 2025 Q3 2025 |
2,800
shares
|
$841,036
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
2,799
shares
|
$840,735
0.21% of portfolio
|
Q3 2025
Reduced 1.03%
|
|