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 |
|---|---|---|---|---|---|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
1,752
shares
|
$526,248
0.08% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
1,749
shares
|
$525,347
0.16% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
1,748
shares
|
$525,046
0.13% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
1,747
shares
|
$524,746
0.17% of portfolio
|
Q2 2025
Added 33.26%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,745
shares
|
$524,145
0.09% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
1,745
shares
|
$524,145
0.32% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
1,743
shares
|
$523,544
0.12% of portfolio
|
Q4 2025
Added 2.23%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
1,742
shares
|
$523,244
0.12% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
1,742
shares
|
$523,244
0.04% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
1,736
shares
|
$521,442
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
1,732
shares
|
$520,240
0.2% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
1,732
shares
|
$520,240
0.2% of portfolio
|
Q4 2025
Reduced 2.59%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
1,730
shares
|
$519,640
0.45% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
1,727
shares
|
$518,738
0.37% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
1,724
shares
|
$517,837
0.26% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
1,723
shares
|
$517,537
0.21% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
1,719
shares
|
$516,336
0.42% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
1,717
shares
|
$515,735
0.44% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
1,717
shares
|
$515,735
0.14% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,717
shares
|
$515,735
0.26% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Defender Capital, Llc.
|
Jan 12, 2026 Q4 2025 |
1,716
shares
|
$515,434
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
1,716
shares
|
$515,434
0.17% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
1,715
shares
|
$515,134
0.12% of portfolio
|
Q3 2025
Added 80.53%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
1,709
shares
|
$513,332
0.45% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
1,703
shares
|
$511,530
0.26% of portfolio
|
Q2 2025
Added 6.91%
|
|