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 |
|---|---|---|---|---|---|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
1,861
shares
|
$558,988
0.17% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
1,860
shares
|
$558,688
0.34% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,859
shares
|
$558,387
0.23% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,857
shares
|
$557,787
0.11% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
1,857
shares
|
$557,787
0.4% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jan 08, 2026 Q4 2025 |
1,852
shares
|
$556,285
0.42% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,851
shares
|
$555,984
0.38% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
1,851
shares
|
$555,984
0.15% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,851
shares
|
$555,984
0.35% of portfolio
|
Q3 2025
Added 31.28%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
1,850
shares
|
$555,684
0.37% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
1,850
shares
|
$555,684
0.2% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
1,849
shares
|
$555,384
0.26% of portfolio
|
Q3 2025
Reduced 11.57%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,846
shares
|
$554,483
0.26% of portfolio
|
Q3 2024
Reduced 37.04%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
1,843
shares
|
$553,581
0.36% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
1,839
shares
|
$552,380
0.23% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,833
shares
|
$550,578
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,833
shares
|
$550,578
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
1,829
shares
|
$549,376
0.22% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
1,826
shares
|
$548,475
0.31% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
1,822
shares
|
$547,274
0.79% of portfolio
|
Q1 2025
Reduced 19.27%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,818
shares
|
$546,072
0.08% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
1,818
shares
|
$546,072
0.13% of portfolio
|
Q3 2025
Reduced 13.84%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,814
shares
|
$544,871
0.23% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
1,813
shares
|
$544,570
0.24% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
1,813
shares
|
$544,570
0.48% of portfolio
|
Q3 2025
Reduced 56.69%
|
|