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 |
|---|---|---|---|---|---|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,547
shares
|
$464,672
0.22% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
1,547
shares
|
$464,672
0.28% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
1,543
shares
|
$463,470
0.33% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
1,541
shares
|
$462,870
0.33% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
1,540
shares
|
$462,569
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
1,534
shares
|
$460,767
0.04% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
1,534
shares
|
$460,767
0.21% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,533
shares
|
$460,467
0.13% of portfolio
|
Q2 2022
Added 84.03%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
1,531
shares
|
$459,866
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,525
shares
|
$458,064
0.13% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,525
shares
|
$458,064
0.27% of portfolio
|
Q4 2024
Reduced 79.83%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
1,523
shares
|
$457,463
0.2% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
1,520
shares
|
$456,562
0.23% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
1,520
shares
|
$456,562
0.13% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,519
shares
|
$456,262
0.11% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
1,518
shares
|
$455,961
0.38% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
1,514
shares
|
$454,760
0.18% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
1,511
shares
|
$453,859
0.2% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
1,511
shares
|
$453,859
0.33% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
1,509
shares
|
$453,258
0.32% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
1,507
shares
|
$452,657
0.11% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
1,507
shares
|
$452,657
0.12% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
1,504
shares
|
$451,756
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
1,502
shares
|
$451,155
0.07% of portfolio
|
Q2 2025
Reduced 22.62%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
1,500
shares
|
$450,555
0.44% of portfolio
|
Q3 2025
Added 0.4%
|
|