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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
1,644
shares
|
$493,808
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
1,643
shares
|
$493,507
0.05% of portfolio
|
Q2 2025
Reduced 83.71%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,643
shares
|
$493,507
0.38% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
1,639
shares
|
$492,306
0.18% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
1,638
shares
|
$492,006
0.33% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,637
shares
|
$491,705
0.09% of portfolio
|
Q2 2024
Reduced 23.72%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
1,637
shares
|
$491,705
0.41% of portfolio
|
Q3 2025
Reduced 41.45%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
1,636
shares
|
$491,405
0.19% of portfolio
|
Q3 2025
Added 24.6%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
1,632
shares
|
$490,203
0.2% of portfolio
|
Q4 2025
Reduced 5.5%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
1,630
shares
|
$489,603
0.18% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
1,630
shares
|
$489,603
0.13% of portfolio
|
Q4 2025
Reduced 7.12%
|
|
|
Cmh Wealth Management LLC
|
Jan 13, 2026 Q4 2025 |
1,628
shares
|
$489,002
0.11% of portfolio
|
Q4 2025
Added 102.74%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,628
shares
|
$489,002
0.15% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,627
shares
|
$488,701
2.83% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,625
shares
|
$488,101
0.17% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
1,625
shares
|
$488,101
0.25% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
1,623
shares
|
$487,500
0.39% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,619
shares
|
$486,299
0.31% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Oak Ridge Investments LLC
|
Oct 29, 2025 Q3 2025 |
1,618
shares
|
$485,998
0.03% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
1,617
shares
|
$485,698
0.11% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
1,616
shares
|
$485,397
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Colrain Capital LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
1,600
shares
|
$480,592
0.3% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 12, 2025 Q3 2025 |
1,599
shares
|
$480,291
1.53% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
1,599
shares
|
$480,291
0.25% of portfolio
|
Q1 2025
New holding
|
|