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 |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
1,253
shares
|
$376,363
0.42% of portfolio
|
Q3 2025
Reduced 69.16%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
1,250
shares
|
$375,462
0.07% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,245
shares
|
$373,960
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
1,244
shares
|
$373,660
0.15% of portfolio
|
Q3 2025
Added 79.51%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
1,242
shares
|
$373,059
0.08% of portfolio
|
Q3 2025
Reduced 91.69%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,242
shares
|
$373,059
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
1,240
shares
|
$372,458
0.65% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
1,240
shares
|
$372,458
0.27% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,239
shares
|
$372,158
0.08% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,238
shares
|
$371,858
0.18% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
1,235
shares
|
$370,956
0.05% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
1,233
shares
|
$370,356
0.24% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,233
shares
|
$370,356
0.06% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
1,227
shares
|
$368,553
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
1,227
shares
|
$368,553
0.3% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,225
shares
|
$367,953
0.2% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
1,224
shares
|
$367,652
0.19% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
1,222
shares
|
$367,052
0.06% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
1,221
shares
|
$366,751
0.13% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
1,219
shares
|
$366,151
0.23% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
1,218
shares
|
$365,850
0.26% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 30, 2025 Q3 2025 |
1,215
shares
|
$364,949
0.1% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
1,215
shares
|
$364,949
0.45% of portfolio
|
Q3 2025
Added 27.63%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
1,214
shares
|
$364,649
0.24% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
1,212
shares
|
$364,048
0.17% of portfolio
|
Q3 2025
Reduced 5.31%
|
|