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 |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
1,375
shares
|
$413,008
0.25% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
1,375
shares
|
$413,008
0.17% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
1,370
shares
|
$411,506
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
1,366
shares
|
$410,305
0.33% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
1,366
shares
|
$410,305
0.15% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
1,365
shares
|
$410,005
0.23% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,364
shares
|
$409,704
0.1% of portfolio
|
Q2 2022
Added 44.64%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,363
shares
|
$409,404
0.06% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
1,362
shares
|
$409,103
0.17% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
1,359
shares
|
$408,202
0.08% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
1,359
shares
|
$408,202
0.37% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,357
shares
|
$407,602
0.17% of portfolio
|
Q3 2025
Added 36.24%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
1,357
shares
|
$407,602
0.22% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 14, 2025 Q3 2025 |
1,355
shares
|
$407,001
0.19% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
1,355
shares
|
$407,001
0.17% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jan 12, 2026 Q4 2025 |
1,354
shares
|
$406,700
0.25% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
1,352
shares
|
$406,100
0.08% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
1,352
shares
|
$406,100
0.15% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
1,351
shares
|
$405,799
0.2% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,350
shares
|
$405,499
0.04% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
1,345
shares
|
$403,997
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
1,345
shares
|
$403,997
0.13% of portfolio
|
Q4 2025
Reduced 3.86%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
1,343
shares
|
$403,396
0.27% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
1,340
shares
|
$402,495
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
1,340
shares
|
$402,495
0.19% of portfolio
|
Q3 2025
Added 3.16%
|
|