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 |
|---|---|---|---|---|---|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
1,696
shares
|
$509,427
0.08% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
1,696
shares
|
$509,427
0.18% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,696
shares
|
$509,427
0.42% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
1,691
shares
|
$507,925
0.23% of portfolio
|
Q1 2025
Reduced 69.48%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
1,689
shares
|
$507,324
0.2% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
1,689
shares
|
$507,324
0.58% of portfolio
|
Q3 2025
Added 116.82%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
1,688
shares
|
$507,024
0.34% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,687
shares
|
$506,724
1.05% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Jan 14, 2026 Q4 2025 |
1,684
shares
|
$505,823
0.48% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
1,680
shares
|
$504,621
0.34% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
1,679
shares
|
$504,321
0.22% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
1,676
shares
|
$503,420
0.22% of portfolio
|
Q3 2025
Added 21.27%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
1,675
shares
|
$503,119
0.46% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 30, 2025 Q3 2025 |
1,674
shares
|
$502,819
0.19% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
1,674
shares
|
$502,819
0.26% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
1,668
shares
|
$501,017
0.33% of portfolio
|
Q3 2025
Reduced 54.88%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Nov 07, 2025 Q3 2025 |
1,667
shares
|
$500,716
0.52% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
1,665
shares
|
$500,116
0.26% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,661
shares
|
$498,914
0.24% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
1,656
shares
|
$497,412
0.18% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,655
shares
|
$497,112
0.1% of portfolio
|
Q1 2025
Added 54.96%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
1,653
shares
|
$496,511
0.28% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
1,652
shares
|
$496,211
0.14% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
1,651
shares
|
$495,910
0.06% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,644
shares
|
$493,808
0.2% of portfolio
|
Q1 2025
Reduced 0.78%
|
|