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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
2,193
shares
|
$658,711
0.2% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
2,192
shares
|
$658,411
0.4% of portfolio
|
Q4 2025
Added 29.25%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,189
shares
|
$657,509
0.24% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
2,188
shares
|
$657,209
0.58% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
2,188
shares
|
$657,209
0.17% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
2,188
shares
|
$657,209
0.53% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
2,185
shares
|
$656,308
0.27% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
2,184
shares
|
$656,008
0.24% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
2,184
shares
|
$656,008
0.39% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
2,183
shares
|
$655,707
0.24% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
2,181
shares
|
$655,106
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,179
shares
|
$654,506
0.38% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
2,178
shares
|
$654,205
0.33% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,176
shares
|
$653,605
0.17% of portfolio
|
Q3 2025
Reduced 28.8%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 14, 2025 Q3 2025 |
2,175
shares
|
$653,304
0.58% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
2,174
shares
|
$653,004
0.52% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
2,172
shares
|
$652,403
0.01% of portfolio
|
Q3 2025
Added 19.8%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
2,167
shares
|
$650,901
0.0% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
2,162
shares
|
$649,399
0.4% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,161
shares
|
$649,099
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
2,157
shares
|
$647,898
0.5% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Nov 07, 2025 Q3 2025 |
2,152
shares
|
$646,396
0.91% of portfolio
|
Q2 2025
Added 25.63%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
2,150
shares
|
$645,795
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
2,145
shares
|
$644,293
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
2,140
shares
|
$642,791
0.02% of portfolio
|
Q3 2025
Added 18.63%
|
|