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 |
|---|---|---|---|---|---|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
1,297
shares
|
$389,579
0.23% of portfolio
|
Q3 2025
Added 27.53%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
1,294
shares
|
$388,678
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
1,291
shares
|
$387,777
0.27% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
1,290
shares
|
$387,477
0.18% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
1,288
shares
|
$386,876
0.29% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
1,287
shares
|
$386,576
0.12% of portfolio
|
Q3 2025
Added 27.81%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
1,286
shares
|
$386,275
0.11% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
1,284
shares
|
$385,675
0.1% of portfolio
|
Q3 2025
Reduced 39.94%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
1,281
shares
|
$384,773
0.3% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,276
shares
|
$383,272
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
1,276
shares
|
$383,272
0.21% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,273
shares
|
$382,371
0.01% of portfolio
|
Q4 2025
Added 14.17%
|
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,273
shares
|
$382,371
0.0% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
1,273
shares
|
$382,371
0.37% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
1,271
shares
|
$381,770
0.11% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,270
shares
|
$381,469
0.19% of portfolio
|
Q4 2025
Added 13.29%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
1,268
shares
|
$380,869
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
1,266
shares
|
$380,268
0.06% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
1,266
shares
|
$380,268
0.19% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 27, 2025 Q3 2025 |
1,265
shares
|
$379,968
0.26% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
1,261
shares
|
$378,766
0.19% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
1,260
shares
|
$378,466
0.11% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
1,260
shares
|
$378,466
0.23% of portfolio
|
Q3 2025
Added 29.63%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
1,257
shares
|
$377,565
0.18% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jan 08, 2026 Q4 2025 |
1,257
shares
|
$377,565
0.24% of portfolio
|
Q3 2025
Added 36.04%
|
|