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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
1,095
shares
|
$328,905
0.17% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
1,095
shares
|
$328,905
0.23% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
1,093
shares
|
$328,304
0.19% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,091
shares
|
$327,703
0.03% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,091
shares
|
$327,703
0.1% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
1,091
shares
|
$327,703
0.23% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
1,091
shares
|
$327,703
0.14% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Impac Tfolio, LLC
|
Jan 07, 2026 Q4 2025 |
1,089
shares
|
$327,102
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
1,089
shares
|
$327,102
0.15% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
1,081
shares
|
$324,699
0.1% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,081
shares
|
$324,699
0.05% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
1,073
shares
|
$322,297
0.26% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
1,068
shares
|
$320,795
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
1,065
shares
|
$319,894
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,064
shares
|
$319,593
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
1,063
shares
|
$319,293
0.19% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,061
shares
|
$318,692
0.03% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
1,060
shares
|
$318,392
0.23% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
1,060
shares
|
$318,392
0.29% of portfolio
|
Q3 2025
Reduced 46.6%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
1,060
shares
|
$318,392
0.08% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
1,059
shares
|
$318,091
0.21% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
1,058
shares
|
$317,791
0.12% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,056
shares
|
$317,190
0.11% of portfolio
|
Q3 2025
Reduced 11.93%
|
|