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 5,446 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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2025 Q3 2025 |
1,053
shares
|
$316,289
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
1,053
shares
|
$316,289
0.27% of portfolio
|
Q2 2025
Reduced 86.04%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,050
shares
|
$315,388
0.23% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
1,050
shares
|
$315,388
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 27, 2025 Q3 2025 |
1,049
shares
|
$315,088
2.48% of portfolio
|
Q3 2025
Reduced 88.12%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jan 15, 2026 Q4 2025 |
1,047
shares
|
$314,487
0.21% of portfolio
|
Q4 2025
Reduced 2.97%
|
|
|
Stack Financial Management, Inc
|
Nov 03, 2025 Q3 2025 |
1,046
shares
|
$314,187
0.03% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
1,046
shares
|
$314,187
0.06% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
1,045
shares
|
$313,886
0.03% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
1,045
shares
|
$313,886
0.01% of portfolio
|
Q4 2025
Reduced 5.86%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
1,045
shares
|
$313,886
0.15% of portfolio
|
Q4 2025
Added 5.66%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
1,045
shares
|
$313,886
0.1% of portfolio
|
Q4 2025
Added 10.35%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,037
shares
|
$311,483
0.06% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
1,037
shares
|
$311,483
0.31% of portfolio
|
Q4 2025
Added 2.17%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
1,036
shares
|
$311,183
0.25% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,034
shares
|
$310,582
0.25% of portfolio
|
Q3 2025
Added 18.71%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
1,033
shares
|
$310,282
0.07% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
1,031
shares
|
$309,681
0.18% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1,031
shares
|
$309,681
0.17% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
1,030
shares
|
$309,381
0.17% of portfolio
|
Q4 2025
Added 2.28%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
1,030
shares
|
$309,381
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
1,029
shares
|
$309,080
0.11% of portfolio
|
Q4 2025
Reduced 5.25%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
1,028
shares
|
$308,780
0.06% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,026
shares
|
$308,179
0.06% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,025
shares
|
$307,879
0.04% of portfolio
|
Q1 2024
New holding
|
|