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 |
|---|---|---|---|---|---|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
2,313
shares
|
$694,755
0.34% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,310
shares
|
$693,854
0.09% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
2,310
shares
|
$693,854
0.32% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
2,309
shares
|
$693,554
0.07% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
2,306
shares
|
$692,653
0.73% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
2,305
shares
|
$692,352
0.36% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
2,305
shares
|
$692,352
0.2% of portfolio
|
Q4 2025
Added 59.08%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 13, 2025 Q3 2025 |
2,305
shares
|
$692,352
0.4% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
2,303
shares
|
$691,752
0.41% of portfolio
|
Q4 2025
Added 4.68%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
2,302
shares
|
$691,451
0.61% of portfolio
|
Q3 2025
Added 18.78%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
2,297
shares
|
$689,949
0.38% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,296
shares
|
$689,649
0.11% of portfolio
|
Q3 2025
Added 21.8%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
2,290
shares
|
$687,847
0.25% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,289
shares
|
$687,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
2,283
shares
|
$685,744
0.15% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2025 Q3 2025 |
2,278
shares
|
$684,242
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,274
shares
|
$683,041
0.98% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
2,274
shares
|
$683,041
0.64% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,268
shares
|
$681,239
0.06% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
2,266
shares
|
$680,638
0.53% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
2,265
shares
|
$680,338
0.38% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
2,264
shares
|
$680,037
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
2,260
shares
|
$678,836
0.18% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
2,248
shares
|
$675,231
0.09% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,248
shares
|
$675,231
0.03% of portfolio
|
Q3 2022
Added 0.4%
|
|