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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2,446
shares
|
$734,705
0.3% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
2,442
shares
|
$733,503
0.15% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,441
shares
|
$733,203
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
2,438
shares
|
$732,302
0.3% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,437
shares
|
$732,001
0.45% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,435
shares
|
$731,400
0.25% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Oct 22, 2025 Q3 2025 |
2,432
shares
|
$730,499
0.37% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
2,430
shares
|
$729,899
0.2% of portfolio
|
Q3 2025
Reduced 53.3%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,427
shares
|
$728,997
0.55% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
2,426
shares
|
$728,697
0.54% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
2,424
shares
|
$728,096
0.48% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Nov 12, 2025 Q3 2025 |
2,424
shares
|
$728,096
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,422
shares
|
$727,496
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,421
shares
|
$727,195
0.23% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,418
shares
|
$726,294
0.58% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
2,415
shares
|
$725,393
1.16% of portfolio
|
Q2 2025
Added 64.85%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,411
shares
|
$724,192
0.05% of portfolio
|
Q2 2024
Added 69.43%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
2,410
shares
|
$723,891
0.22% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
2,398
shares
|
$720,287
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
2,397
shares
|
$719,986
0.12% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
2,395
shares
|
$719,386
0.13% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2,393
shares
|
$718,785
1.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tuttle Capital Management, LLC
|
Jan 08, 2026 Q4 2025 |
2,391
shares
|
$718,184
1.97% of portfolio
|
Q4 2025
Reduced 7.83%
|
|