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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,675
shares
|
$803,489
0.16% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
2,674
shares
|
$803,189
0.16% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
2,667
shares
|
$801,086
0.62% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
2,664
shares
|
$800,185
0.26% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
2,660
shares
|
$798,984
0.64% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
2,653
shares
|
$796,881
0.25% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
2,648
shares
|
$795,379
0.29% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
2,648
shares
|
$795,379
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
2,641
shares
|
$793,277
0.49% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,640
shares
|
$792,976
0.35% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
2,639
shares
|
$792,676
0.57% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
2,637
shares
|
$792,075
0.31% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
2,634
shares
|
$791,174
0.55% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,628
shares
|
$789,372
0.22% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,626
shares
|
$788,771
0.09% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
2,616
shares
|
$785,767
0.11% of portfolio
|
Q3 2025
Reduced 89.44%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
2,614
shares
|
$785,167
0.12% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
2,612
shares
|
$784,566
0.35% of portfolio
|
Q3 2025
Added 130.54%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,612
shares
|
$784,566
0.17% of portfolio
|
Q1 2023
Added 7.49%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
2,610
shares
|
$783,965
0.34% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
2,609
shares
|
$783,665
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
2,600
shares
|
$780,962
0.45% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
2,597
shares
|
$780,060
0.36% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
2,595
shares
|
$779,460
0.22% of portfolio
|
Q3 2025
New holding
|
|