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 |
|---|---|---|---|---|---|
|
Waycross Partners, LLC
Louisville, KY |
Jan 14, 2026 Q4 2025 |
2,247
shares
|
$674,931
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
2,246
shares
|
$674,631
0.31% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,242
shares
|
$673,429
0.09% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
2,239
shares
|
$672,528
0.24% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
2,229
shares
|
$669,524
0.08% of portfolio
|
Q3 2025
Added 197.6%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
2,226
shares
|
$668,623
0.13% of portfolio
|
Q4 2025
Reduced 42.29%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
2,224
shares
|
$668,022
0.51% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Oct 14, 2025 Q3 2025 |
2,224
shares
|
$668,022
0.76% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
2,223
shares
|
$667,722
0.17% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,220
shares
|
$666,821
0.38% of portfolio
|
Q3 2022
Reduced 57.89%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
2,215
shares
|
$665,319
0.22% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Efficient Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,214
shares
|
$665,019
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
2,213
shares
|
$664,718
0.24% of portfolio
|
Q3 2025
Reduced 62.34%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
2,211
shares
|
$664,118
0.34% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
2,209
shares
|
$663,517
0.41% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,207
shares
|
$662,916
0.64% of portfolio
|
Q1 2024
Added 7.76%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,206
shares
|
$662,616
0.33% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
2,204
shares
|
$662,015
0.24% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,202
shares
|
$661,414
0.75% of portfolio
|
Q3 2025
Reduced 12.76%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
2,202
shares
|
$661,414
0.78% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,202
shares
|
$661,414
0.07% of portfolio
|
Q3 2023
Reduced 3.8%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,201
shares
|
$661,114
0.05% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
2,200
shares
|
$660,814
0.3% of portfolio
|
Q2 2025
Added 30.95%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
2,200
shares
|
$660,814
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
2,200
shares
|
$660,814
0.25% of portfolio
|
Q2 2025
Added 120.0%
|
|