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 |
|---|---|---|---|---|---|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
2,739
shares
|
$822,713
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
2,731
shares
|
$820,310
0.09% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
2,730
shares
|
$820,010
0.1% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
2,725
shares
|
$818,508
0.25% of portfolio
|
Q3 2025
Added 60.77%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
2,722
shares
|
$817,607
0.16% of portfolio
|
Q1 2025
Reduced 32.84%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
2,717
shares
|
$816,105
0.33% of portfolio
|
Q2 2025
Reduced 25.36%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
2,708
shares
|
$813,401
0.51% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
2,704
shares
|
$812,200
0.56% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
2,703
shares
|
$811,900
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
2,702
shares
|
$811,599
0.1% of portfolio
|
Q2 2022
Reduced 13.98%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
2,701
shares
|
$811,299
0.39% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,696
shares
|
$809,797
0.12% of portfolio
|
Q2 2022
Reduced 94.14%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2026 Q4 2025 |
2,695
shares
|
$809,497
0.63% of portfolio
|
Q4 2025
Added 9.38%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,694
shares
|
$809,196
0.26% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
2,690
shares
|
$807,995
0.18% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
2,688
shares
|
$807,394
0.19% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Wedge Capital Management L L P
|
Jan 14, 2026 Q4 2025 |
2,684
shares
|
$806,193
0.02% of portfolio
|
Q4 2025
Added 1.86%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
2,684
shares
|
$806,193
0.18% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,682
shares
|
$805,592
0.87% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,680
shares
|
$804,991
0.12% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,679
shares
|
$804,691
1.0% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,676
shares
|
$803,790
0.24% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
2,676
shares
|
$803,790
0.05% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
2,676
shares
|
$803,790
0.31% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
2,676
shares
|
$803,790
0.32% of portfolio
|
Q3 2025
Added 5.4%
|
|