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 |
|---|---|---|---|---|---|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2026 Q4 2025 |
2,380
shares
|
$714,880
0.07% of portfolio
|
Q4 2025
Reduced 7.75%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
2,380
shares
|
$714,880
0.0% of portfolio
|
Q3 2025
Reduced 97.33%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,379
shares
|
$714,580
0.2% of portfolio
|
Q4 2022
Added 0.46%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
2,374
shares
|
$713,078
0.07% of portfolio
|
Q4 2025
Reduced 2.06%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,373
shares
|
$712,778
0.24% of portfolio
|
Q1 2024
Added 29.32%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
2,369
shares
|
$711,576
0.22% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
2,367
shares
|
$710,975
0.27% of portfolio
|
Q4 2025
Added 14.85%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
2,364
shares
|
$710,074
0.21% of portfolio
|
Q3 2025
Added 35.16%
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
2,363
shares
|
$709,774
0.09% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
2,361
shares
|
$709,173
0.26% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
2,355
shares
|
$707,371
0.45% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
2,354
shares
|
$707,070
0.07% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
2,351
shares
|
$706,169
0.38% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
2,346
shares
|
$704,668
0.48% of portfolio
|
Q4 2025
Reduced 10.7%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
2,343
shares
|
$703,766
0.28% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
2,343
shares
|
$703,766
0.28% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Keating Investment Counselors Inc
|
Oct 27, 2025 Q3 2025 |
2,335
shares
|
$701,363
0.33% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
2,334
shares
|
$701,063
0.23% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
2,331
shares
|
$700,162
0.12% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
2,330
shares
|
$699,862
2.35% of portfolio
|
Q3 2025
Reduced 93.17%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
2,328
shares
|
$699,261
0.4% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
2,323
shares
|
$697,759
0.29% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
2,321
shares
|
$697,158
0.07% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,319
shares
|
$696,558
0.15% of portfolio
|
Q3 2023
Reduced 5.62%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
2,314
shares
|
$695,056
0.42% of portfolio
|
Q3 2025
Added 72.56%
|
|