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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,528
shares
|
$759,335
0.07% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
2,528
shares
|
$759,335
0.27% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
2,526
shares
|
$758,734
0.55% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
2,525
shares
|
$758,434
0.06% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
2,522
shares
|
$757,533
0.47% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
2,517
shares
|
$756,031
0.58% of portfolio
|
Q3 2023
Reduced 3.97%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
2,514
shares
|
$755,130
0.2% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
2,511
shares
|
$754,229
0.21% of portfolio
|
Q3 2025
Added 42.67%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,511
shares
|
$754,229
0.51% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
2,507
shares
|
$753,027
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
2,505
shares
|
$752,426
0.49% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
2,504
shares
|
$752,126
0.61% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
2,499
shares
|
$750,624
0.05% of portfolio
|
Q3 2025
Added 69.31%
|
|
|
Arnhold LLC
|
Nov 07, 2025 Q3 2025 |
2,492
shares
|
$748,522
0.07% of portfolio
|
Q3 2023
Added 1.63%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
2,490
shares
|
$747,921
0.28% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
2,490
shares
|
$747,921
0.26% of portfolio
|
Q4 2025
Reduced 13.78%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
2,487
shares
|
$747,020
1.7% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,484
shares
|
$746,119
0.51% of portfolio
|
Q4 2025
Added 29.44%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
2,483
shares
|
$745,818
0.13% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
2,478
shares
|
$744,316
0.24% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
2,471
shares
|
$742,214
0.15% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
2,465
shares
|
$740,412
0.25% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
2,453
shares
|
$736,807
0.35% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,451
shares
|
$736,206
0.46% of portfolio
|
Q1 2025
Reduced 17.47%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
2,450
shares
|
$735,906
0.79% of portfolio
|
Q1 2022
Reduced 2.0%
|
|