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 5,446 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
1,340
shares
|
$402,495
0.28% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,335
shares
|
$400,993
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Oct 17, 2025 Q3 2025 |
1,335
shares
|
$400,993
0.22% of portfolio
|
Q3 2025
Reduced 30.29%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
1,331
shares
|
$399,792
0.2% of portfolio
|
Q3 2025
Added 79.14%
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
1,330
shares
|
$399,492
0.19% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
1,329
shares
|
$399,191
0.16% of portfolio
|
Q3 2025
Added 55.44%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
1,327
shares
|
$398,590
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
1,326
shares
|
$398,290
0.24% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,322
shares
|
$397,089
0.23% of portfolio
|
Q3 2025
Reduced 13.31%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
1,322
shares
|
$397,089
0.32% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
1,319
shares
|
$396,188
0.43% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,318
shares
|
$395,887
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
1,316
shares
|
$395,286
0.12% of portfolio
|
Q3 2025
Added 20.84%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
1,310
shares
|
$393,484
0.29% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
1,309
shares
|
$393,184
0.22% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
1,308
shares
|
$392,883
0.26% of portfolio
|
Q3 2025
Reduced 25.51%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,305
shares
|
$391,982
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
1,305
shares
|
$391,982
0.25% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
1,305
shares
|
$391,982
0.3% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
1,303
shares
|
$391,382
0.13% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Park Circle CO
|
Nov 07, 2025 Q3 2025 |
1,300
shares
|
$390,481
0.36% of portfolio
|
Q1 2024
Reduced 80.88%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,300
shares
|
$390,481
0.09% of portfolio
|
Q3 2025
New holding
|
|