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 |
|---|---|---|---|---|---|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
2,794
shares
|
$839,233
0.77% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
2,793
shares
|
$838,933
0.76% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
2,791
shares
|
$838,332
0.1% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,788
shares
|
$837,431
0.04% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
2,785
shares
|
$836,530
0.13% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
2,784
shares
|
$836,230
0.71% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
2,784
shares
|
$836,230
0.32% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
2,782
shares
|
$835,629
0.23% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
2,779
shares
|
$834,728
0.33% of portfolio
|
Q3 2025
Reduced 66.0%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,778
shares
|
$834,427
0.28% of portfolio
|
Q3 2023
Added 0.29%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
2,777
shares
|
$834,127
0.13% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
2,769
shares
|
$831,724
0.3% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Harrington Investments, Inc
|
Jan 12, 2026 Q4 2025 |
2,764
shares
|
$830,222
0.42% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
2,762
shares
|
$829,621
0.57% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
2,761
shares
|
$829,321
0.53% of portfolio
|
Q3 2025
Added 31.1%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
2,759
shares
|
$828,720
0.28% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
2,759
shares
|
$828,720
0.15% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
2,758
shares
|
$828,420
0.86% of portfolio
|
Q3 2025
Reduced 18.38%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
2,756
shares
|
$827,819
0.57% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
2,756
shares
|
$827,819
1.4% of portfolio
|
Q3 2025
Reduced 65.35%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
2,753
shares
|
$826,918
0.35% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
2,752
shares
|
$826,618
3.49% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
2,751
shares
|
$826,317
0.22% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,742
shares
|
$823,614
0.45% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
2,742
shares
|
$823,614
0.14% of portfolio
|
Q3 2025
Added 1.11%
|
|