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 |
|---|---|---|---|---|---|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,135
shares
|
$641,289
0.11% of portfolio
|
Q4 2025
Added 3.49%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
2,132
shares
|
$640,388
0.43% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
2,131
shares
|
$640,088
0.22% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 15, 2026 Q4 2025 |
2,125
shares
|
$638,286
0.28% of portfolio
|
Q4 2025
Added 3.06%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
2,122
shares
|
$637,385
0.18% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,112
shares
|
$634,381
0.16% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
2,110
shares
|
$633,780
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,108
shares
|
$633,179
0.32% of portfolio
|
Q3 2023
Reduced 13.07%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
2,106
shares
|
$632,579
0.46% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
2,104
shares
|
$631,978
0.49% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,102
shares
|
$631,377
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
2,099
shares
|
$630,476
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
2,099
shares
|
$630,476
0.13% of portfolio
|
Q2 2025
Reduced 29.73%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
2,094
shares
|
$628,974
0.19% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
2,092
shares
|
$628,374
0.09% of portfolio
|
Q3 2023
Reduced 5.98%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
2,089
shares
|
$627,472
0.11% of portfolio
|
Q4 2025
Added 29.83%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
2,088
shares
|
$627,172
0.34% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
2,085
shares
|
$626,271
0.41% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,084
shares
|
$625,971
0.25% of portfolio
|
Q2 2024
Reduced 18.05%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
2,075
shares
|
$623,267
0.15% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
2,070
shares
|
$621,765
0.3% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
2,069
shares
|
$621,465
0.38% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
2,069
shares
|
$621,465
0.03% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Vanguard Capital Wealth Advisors
|
Jan 16, 2026 Q4 2025 |
2,066
shares
|
$620,564
0.52% of portfolio
|
Q4 2025
Reduced 5.58%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
2,065
shares
|
$620,264
0.2% of portfolio
|
Q4 2025
Reduced 1.34%
|
|