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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
1,416
shares
|
$425,323
0.24% of portfolio
|
Q4 2025
Added 6.47%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
1,414
shares
|
$424,723
0.25% of portfolio
|
Q3 2025
Reduced 23.94%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
1,408
shares
|
$422,920
0.07% of portfolio
|
Q4 2025
Reduced 3.43%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
1,408
shares
|
$422,920
0.44% of portfolio
|
Q3 2025
Added 100.28%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
1,407
shares
|
$422,620
0.24% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,407
shares
|
$422,620
0.16% of portfolio
|
Q2 2025
Reduced 77.1%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
1,402
shares
|
$421,118
0.29% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
1,400
shares
|
$420,518
4.71% of portfolio
|
Q2 2023
Reduced 88.66%
|
|
|
Mad River Investors
|
Oct 14, 2025 Q3 2025 |
1,400
shares
|
$420,518
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$420,518
0.25% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
1,399
shares
|
$420,217
0.14% of portfolio
|
Q4 2025
Added 2.42%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,398
shares
|
$419,917
0.28% of portfolio
|
Q1 2024
Added 5.11%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,398
shares
|
$419,917
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,398
shares
|
$419,917
0.33% of portfolio
|
Q2 2024
Added 13.29%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
1,395
shares
|
$419,016
0.2% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,395
shares
|
$419,016
0.01% of portfolio
|
Q3 2025
Reduced 76.99%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
1,394
shares
|
$418,715
0.35% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
1,393
shares
|
$418,415
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
1,393
shares
|
$418,415
0.27% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jan 15, 2026 Q4 2025 |
1,392
shares
|
$418,115
0.3% of portfolio
|
Q4 2025
Added 19.48%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
1,390
shares
|
$417,514
0.08% of portfolio
|
Q2 2025
Reduced 46.1%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,388
shares
|
$416,913
0.64% of portfolio
|
Q1 2025
New holding
|
|