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 5,445 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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,021
shares
|
$607,047
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,016
shares
|
$605,545
0.51% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
2,015
shares
|
$605,245
0.23% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
2,012
shares
|
$604,344
0.4% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
2,008
shares
|
$603,142
0.25% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,007
shares
|
$602,842
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
2,004
shares
|
$601,941
0.1% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Gruss & Co., LLC
|
Nov 05, 2025 Q3 2025 |
2,000
shares
|
$600,740
1.66% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Brooktree Capital Management
|
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$600,740
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$600,740
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
1,996
shares
|
$599,538
0.15% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
1,995
shares
|
$599,238
0.53% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
1,994
shares
|
$598,937
0.2% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
1,994
shares
|
$598,937
0.34% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
1,994
shares
|
$598,937
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
1,991
shares
|
$598,036
0.25% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
1,987
shares
|
$596,835
0.1% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
1,986
shares
|
$596,534
0.2% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
1,984
shares
|
$595,934
0.18% of portfolio
|
Q3 2025
Reduced 32.1%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,983
shares
|
$595,633
0.16% of portfolio
|
Q4 2022
Added 5.31%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
1,975
shares
|
$593,230
0.08% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Front Street Capital Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1,974
shares
|
$592,930
0.1% of portfolio
|
Q3 2025
Added 102.67%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
1,974
shares
|
$592,930
1.78% of portfolio
|
Q1 2025
Added 155.04%
|
|
|
Auctus Advisors LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
1,972
shares
|
$592,329
0.59% of portfolio
|
Q4 2025
New holding
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
1,970
shares
|
$591,728
0.04% of portfolio
|
Q2 2025
Added 2.28%
|
|