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 |
|---|---|---|---|---|---|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
1,458
shares
|
$437,939
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,453
shares
|
$436,437
0.26% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
1,453
shares
|
$436,437
0.31% of portfolio
|
Q4 2025
Reduced 9.81%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,450
shares
|
$435,536
0.05% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,449
shares
|
$435,236
0.07% of portfolio
|
Q1 2023
Added 3.87%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
1,449
shares
|
$435,236
0.14% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
1,449
shares
|
$435,236
0.25% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
1,448
shares
|
$434,935
0.24% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
1,446
shares
|
$434,335
0.59% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
1,443
shares
|
$433,433
0.18% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
1,442
shares
|
$433,133
0.21% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
1,441
shares
|
$432,833
0.22% of portfolio
|
Q3 2025
Added 25.74%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,440
shares
|
$432,532
0.03% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
1,440
shares
|
$432,532
0.17% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,439
shares
|
$432,232
0.14% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,436
shares
|
$431,331
0.02% of portfolio
|
Q4 2024
Added 40.37%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
1,436
shares
|
$431,331
0.13% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
1,431
shares
|
$429,829
0.05% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
1,427
shares
|
$428,627
0.18% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
1,427
shares
|
$428,627
0.14% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,426
shares
|
$428,327
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
1,426
shares
|
$428,327
0.17% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
1,425
shares
|
$428,027
0.37% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
1,425
shares
|
$428,027
0.27% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
1,424
shares
|
$427,726
0.31% of portfolio
|
Q3 2025
Reduced 57.56%
|
|