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 |
|---|---|---|---|---|---|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
1,129
shares
|
$339,117
0.15% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
1,126
shares
|
$338,216
0.09% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
1,122
shares
|
$337,015
0.11% of portfolio
|
Q3 2025
Added 21.82%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
1,121
shares
|
$336,714
0.24% of portfolio
|
Q3 2025
Added 18.62%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,120
shares
|
$336,414
0.06% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
1,120
shares
|
$336,414
0.15% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Oct 30, 2025 Q3 2025 |
1,116
shares
|
$335,212
0.12% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
1,115
shares
|
$334,912
0.05% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
1,115
shares
|
$334,912
0.08% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
1,115
shares
|
$334,912
0.2% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,114
shares
|
$334,612
0.14% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
1,112
shares
|
$334,011
0.21% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,110
shares
|
$333,410
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
1,109
shares
|
$333,110
0.14% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
1,107
shares
|
$332,509
0.05% of portfolio
|
Q3 2025
Reduced 61.79%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
1,107
shares
|
$332,509
0.08% of portfolio
|
Q3 2025
Reduced 14.52%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
1,106
shares
|
$332,209
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,101
shares
|
$330,707
0.07% of portfolio
|
Q3 2025
Added 27.87%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$330,407
0.13% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
1,100
shares
|
$330,407
0.06% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$330,407
0.12% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,100
shares
|
$330,407
0.06% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Ehrenkranz Partners L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,100
shares
|
$330,407
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
1,099
shares
|
$330,106
0.04% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
1,096
shares
|
$329,205
0.07% of portfolio
|
Q3 2025
Added 7.98%
|
|