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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,896
shares
|
$569,501
0.13% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,893
shares
|
$568,600
0.72% of portfolio
|
Q2 2022
Reduced 20.13%
|
|
|
Garland Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
1,890
shares
|
$567,699
8.17% of portfolio
|
Q3 2025
Reduced 76.58%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 10, 2025 Q3 2025 |
1,890
shares
|
$567,699
0.14% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
1,888
shares
|
$567,098
0.25% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
1,888
shares
|
$567,098
6.09% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,888
shares
|
$567,098
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 14, 2025 Q3 2025 |
1,887
shares
|
$566,798
1.51% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,884
shares
|
$565,897
0.36% of portfolio
|
Q4 2025
Reduced 6.08%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
1,882
shares
|
$565,296
0.34% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,882
shares
|
$565,296
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,881
shares
|
$564,995
0.43% of portfolio
|
Q4 2024
Added 223.75%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
1,878
shares
|
$564,094
0.31% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Roth Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,877
shares
|
$563,794
0.2% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
1,877
shares
|
$563,794
0.48% of portfolio
|
Q3 2025
Reduced 29.96%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
1,877
shares
|
$563,794
0.38% of portfolio
|
Q2 2025
Added 113.05%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,877
shares
|
$563,794
0.35% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
1,874
shares
|
$562,893
0.88% of portfolio
|
Q3 2025
Added 22.97%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,874
shares
|
$562,893
0.22% of portfolio
|
Q2 2022
Added 401.07%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
1,874
shares
|
$562,893
0.0% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,872
shares
|
$562,292
0.08% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,870
shares
|
$561,691
0.23% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
1,868
shares
|
$561,091
0.55% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
1,867
shares
|
$560,790
0.18% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
1,866
shares
|
$560,490
0.41% of portfolio
|
Q4 2025
Reduced 1.43%
|
|