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 |
|---|---|---|---|---|---|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
2,591
shares
|
$778,258
0.26% of portfolio
|
Q4 2025
Added 20.23%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Jan 08, 2026 Q4 2025 |
2,588
shares
|
$777,357
0.48% of portfolio
|
Q4 2025
Reduced 7.83%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,587
shares
|
$777,057
0.29% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
2,585
shares
|
$776,456
0.8% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,582
shares
|
$775,555
0.35% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,581
shares
|
$775,254
0.14% of portfolio
|
Q3 2022
Added 18.34%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
2,576
shares
|
$773,753
0.23% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
2,575
shares
|
$773,452
0.29% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
2,573
shares
|
$772,852
0.2% of portfolio
|
Q3 2025
Added 64.72%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,569
shares
|
$771,650
0.33% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
2,566
shares
|
$770,749
0.47% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Bender Robert & Associates
|
Oct 22, 2025 Q3 2025 |
2,565
shares
|
$770,449
0.18% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,562
shares
|
$769,547
0.23% of portfolio
|
Q4 2025
Added 3.18%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
2,562
shares
|
$769,547
0.3% of portfolio
|
Q3 2025
Added 75.72%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2026 Q4 2025 |
2,556
shares
|
$767,745
0.57% of portfolio
|
Q4 2025
Added 38.69%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
2,555
shares
|
$767,445
0.15% of portfolio
|
Q3 2025
Added 37.37%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,549
shares
|
$765,643
0.07% of portfolio
|
Q3 2024
Added 55.81%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,546
shares
|
$764,742
0.38% of portfolio
|
Q3 2025
Added 31.03%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
2,545
shares
|
$764,441
1.37% of portfolio
|
Q3 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
2,542
shares
|
$763,540
0.24% of portfolio
|
Q4 2025
Reduced 3.05%
|
|
|
Manteio Capital LLC
|
Nov 01, 2022 Q3 2022 |
2,538
shares
|
$762,339
25.17% of portfolio
|
Q3 2022
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
2,536
shares
|
$761,738
0.48% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
2,532
shares
|
$760,536
0.58% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
America First Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,529
shares
|
$759,635
0.16% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
2,529
shares
|
$759,635
0.1% of portfolio
|
Q3 2025
Reduced 1.37%
|
|