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 |
|---|---|---|---|---|---|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
1,212
shares
|
$364,048
0.22% of portfolio
|
Q4 2025
Added 25.73%
|
|
|
Flower City Capital
|
Oct 08, 2025 Q3 2025 |
1,211
shares
|
$363,748
0.21% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,205
shares
|
$361,945
0.16% of portfolio
|
Q2 2024
Added 8.07%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
1,201
shares
|
$360,744
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
1,199
shares
|
$360,143
0.29% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
1,198
shares
|
$359,843
0.06% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
1,195
shares
|
$358,942
0.22% of portfolio
|
Q4 2025
Reduced 2.77%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
1,193
shares
|
$358,341
0.06% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
1,191
shares
|
$357,740
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
1,188
shares
|
$356,839
0.18% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
1,187
shares
|
$356,539
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,186
shares
|
$356,238
0.16% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
1,186
shares
|
$356,238
0.08% of portfolio
|
Q3 2025
Added 45.52%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
1,178
shares
|
$353,835
0.14% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
1,178
shares
|
$353,835
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
1,177
shares
|
$353,535
0.24% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
1,176
shares
|
$353,235
0.06% of portfolio
|
Q4 2025
Added 47.37%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
1,173
shares
|
$352,334
0.07% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Sicart Associates LLC
|
Jan 14, 2026 Q4 2025 |
1,172
shares
|
$352,033
0.1% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
1,170
shares
|
$351,432
0.25% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Nov 03, 2025 Q3 2025 |
1,168
shares
|
$350,832
0.01% of portfolio
|
Q3 2025
Added 25.05%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
1,168
shares
|
$350,832
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
1,167
shares
|
$350,531
0.15% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
1,167
shares
|
$350,531
0.65% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
1,166
shares
|
$350,231
0.28% of portfolio
|
Q2 2025
Added 0.26%
|
|