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 |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
1,968
shares
|
$591,128
0.26% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
1,967
shares
|
$590,827
0.31% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
1,965
shares
|
$590,227
0.39% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,964
shares
|
$589,926
0.21% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
1,957
shares
|
$587,824
0.04% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,957
shares
|
$587,824
0.06% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
1,953
shares
|
$586,622
0.03% of portfolio
|
Q3 2025
Added 38.02%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
1,952
shares
|
$586,322
0.33% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
1,944
shares
|
$583,919
0.08% of portfolio
|
Q3 2025
Reduced 45.15%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,939
shares
|
$582,417
0.3% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
1,938
shares
|
$582,117
0.29% of portfolio
|
Q4 2025
Added 11.83%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
1,937
shares
|
$581,816
0.13% of portfolio
|
Q4 2023
Added 5.44%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
1,936
shares
|
$581,516
0.39% of portfolio
|
Q3 2025
Reduced 36.86%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
1,935
shares
|
$581,215
0.17% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
1,929
shares
|
$579,413
0.12% of portfolio
|
Q3 2025
Added 30.87%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,920
shares
|
$576,710
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
1,919
shares
|
$576,410
0.31% of portfolio
|
Q4 2025
Reduced 14.1%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,917
shares
|
$575,809
0.27% of portfolio
|
Q4 2025
Added 32.02%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,902
shares
|
$571,303
0.2% of portfolio
|
Q3 2023
Reduced 17.12%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
1,900
shares
|
$570,703
0.31% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,899
shares
|
$570,402
0.19% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
1,899
shares
|
$570,402
0.48% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,898
shares
|
$570,102
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
1,897
shares
|
$569,801
0.43% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
1,897
shares
|
$569,801
0.41% of portfolio
|
Q3 2025
Added 2.76%
|
|