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 |
|---|---|---|---|---|---|
|
Highlander Partners, L.P.
|
Nov 13, 2025 Q3 2025 |
1,500
shares
|
$450,555
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$450,555
0.04% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$450,555
0.23% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
1,498
shares
|
$449,954
0.12% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,498
shares
|
$449,954
0.2% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
1,498
shares
|
$449,954
0.81% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,495
shares
|
$449,053
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 12, 2026 Q4 2025 |
1,494
shares
|
$448,752
0.37% of portfolio
|
Q4 2025
Reduced 2.1%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
1,494
shares
|
$448,752
0.48% of portfolio
|
Q4 2025
Added 3.68%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,492
shares
|
$448,152
0.35% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
1,490
shares
|
$447,551
0.17% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,489
shares
|
$447,250
0.35% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
1,486
shares
|
$446,349
0.16% of portfolio
|
Q3 2025
Added 37.85%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,486
shares
|
$446,349
1.22% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,483
shares
|
$445,448
0.15% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
1,483
shares
|
$445,448
0.15% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,481
shares
|
$444,847
0.02% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
1,478
shares
|
$443,946
0.18% of portfolio
|
Q4 2025
Added 15.65%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,468
shares
|
$440,943
0.2% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
1,467
shares
|
$440,642
0.31% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
1,461
shares
|
$438,840
0.1% of portfolio
|
Q3 2025
Added 51.71%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
1,461
shares
|
$438,840
0.16% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,459
shares
|
$438,239
0.08% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,459
shares
|
$438,239
0.12% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
1,459
shares
|
$438,239
0.32% of portfolio
|
Q3 2025
Reduced 29.11%
|
|