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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
2,063
shares
|
$619,663
0.26% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
2,063
shares
|
$619,663
0.29% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
2,062
shares
|
$619,362
0.02% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
2,062
shares
|
$619,362
0.23% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
2,061
shares
|
$619,062
0.27% of portfolio
|
Q4 2025
Reduced 5.07%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
2,060
shares
|
$618,762
0.2% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
2,060
shares
|
$618,762
0.39% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
2,058
shares
|
$618,161
0.53% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Riverstone Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
2,053
shares
|
$616,659
0.32% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
2,053
shares
|
$616,659
0.19% of portfolio
|
Q4 2025
Reduced 4.69%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
2,047
shares
|
$614,857
0.64% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
2,046
shares
|
$614,557
0.78% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
2,046
shares
|
$614,557
0.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,045
shares
|
$614,256
0.14% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
2,043
shares
|
$613,655
0.27% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
2,040
shares
|
$612,754
0.17% of portfolio
|
Q3 2025
Reduced 31.64%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
2,035
shares
|
$611,252
0.38% of portfolio
|
Q4 2025
Added 56.54%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
2,034
shares
|
$610,952
0.15% of portfolio
|
Q4 2025
Added 7.62%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
2,034
shares
|
$610,952
0.23% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
2,034
shares
|
$610,952
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
2,031
shares
|
$610,051
0.18% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
2,029
shares
|
$609,450
0.32% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
2,028
shares
|
$609,150
0.28% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
2,028
shares
|
$609,150
0.41% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
2,025
shares
|
$608,249
0.01% of portfolio
|
Q3 2025
Reduced 15.8%
|
|