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 |
|---|---|---|---|---|---|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
1,165
shares
|
$349,931
0.31% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
1,164
shares
|
$349,630
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
1,163
shares
|
$349,330
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
1,161
shares
|
$348,729
0.1% of portfolio
|
Q4 2025
Added 5.07%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
1,160
shares
|
$348,429
0.07% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
1,159
shares
|
$348,128
0.16% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
1,155
shares
|
$346,927
0.2% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
1,152
shares
|
$346,026
0.12% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
1,149
shares
|
$345,125
0.01% of portfolio
|
Q3 2025
Reduced 94.33%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,147
shares
|
$344,524
0.17% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,147
shares
|
$344,524
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
Nov 12, 2025 Q3 2025 |
1,147
shares
|
$344,524
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
1,147
shares
|
$344,524
0.06% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Act Advisors, Llc.
|
Jan 14, 2026 Q4 2025 |
1,146
shares
|
$344,224
0.14% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
1,146
shares
|
$344,224
0.38% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
1,143
shares
|
$343,322
0.09% of portfolio
|
Q4 2025
Added 18.81%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
1,141
shares
|
$342,722
0.25% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,140
shares
|
$342,421
0.05% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
1,140
shares
|
$342,421
0.21% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Oct 09, 2025 Q3 2025 |
1,139
shares
|
$342,121
0.08% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,136
shares
|
$341,220
0.08% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
1,133
shares
|
$340,319
0.14% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,133
shares
|
$340,319
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,131
shares
|
$339,718
0.07% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
1,129
shares
|
$339,117
0.13% of portfolio
|
Q2 2025
Reduced 53.73%
|
|