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 |
|---|---|---|---|---|---|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
1,594
shares
|
$478,789
0.14% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
1,593
shares
|
$478,489
0.27% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Edmp, Inc.
|
Oct 21, 2025 Q3 2025 |
1,589
shares
|
$477,287
0.41% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
1,588
shares
|
$476,987
0.13% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
1,587
shares
|
$476,687
0.27% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
1,587
shares
|
$476,687
0.13% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,587
shares
|
$476,687
0.25% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
1,586
shares
|
$476,386
0.24% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
1,585
shares
|
$476,086
0.18% of portfolio
|
Q4 2025
Added 8.86%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
1,583
shares
|
$475,485
0.13% of portfolio
|
Q3 2025
Reduced 77.23%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,582
shares
|
$475,185
0.23% of portfolio
|
Q2 2025
Added 23.4%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
1,582
shares
|
$475,185
0.42% of portfolio
|
Q3 2025
Added 54.36%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
1,579
shares
|
$474,284
0.13% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
1,576
shares
|
$473,383
0.32% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
1,574
shares
|
$472,782
0.02% of portfolio
|
Q3 2025
Reduced 16.68%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
1,574
shares
|
$472,782
0.13% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
1,570
shares
|
$471,580
0.29% of portfolio
|
Q4 2025
Added 1.36%
|
|
|
Chickasaw Capital Management LLC
|
Jan 09, 2026 Q4 2025 |
1,566
shares
|
$470,379
0.02% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
1,563
shares
|
$469,478
0.35% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Baskin Financial Services Inc.
|
Oct 09, 2025 Q3 2025 |
1,562
shares
|
$469,177
0.04% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
1,559
shares
|
$468,276
0.07% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
1,558
shares
|
$467,976
0.15% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,554
shares
|
$466,774
0.42% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
1,553
shares
|
$466,474
0.22% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 14, 2026 Q4 2025 |
1,550
shares
|
$465,573
0.16% of portfolio
|
Q2 2025
New holding
|
|