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 |
|---|---|---|---|---|---|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
975
shares
|
$292,860
0.21% of portfolio
|
Q3 2025
Reduced 34.83%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
975
shares
|
$292,860
0.11% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
974
shares
|
$292,560
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
970
shares
|
$291,358
0.08% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
969
shares
|
$291,058
0.24% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Kropog Financial Group, LLC
Mandeville, LA |
Nov 10, 2025 Q3 2025 |
967
shares
|
$290,457
0.25% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
963
shares
|
$289,256
0.1% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
963
shares
|
$289,256
0.17% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
961
shares
|
$288,655
0.22% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
960
shares
|
$288,355
0.12% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
958
shares
|
$287,754
0.23% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
958
shares
|
$287,754
0.04% of portfolio
|
Q4 2025
Added 8.0%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
958
shares
|
$287,754
0.18% of portfolio
|
Q3 2025
Added 24.25%
|
|
|
Carroll Investors, Inc
|
Nov 12, 2025 Q3 2025 |
955
shares
|
$286,853
0.15% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
954
shares
|
$286,552
0.09% of portfolio
|
Q4 2025
Added 5.88%
|
|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
954
shares
|
$286,552
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
954
shares
|
$286,552
0.14% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
952
shares
|
$285,952
0.11% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
950
shares
|
$285,351
0.08% of portfolio
|
Q3 2023
Reduced 0.84%
|
|
|
Magnolia Wealth Management, LLC
|
Nov 21, 2025 Q3 2025 |
949
shares
|
$285,051
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
946
shares
|
$284,150
0.05% of portfolio
|
Q3 2025
Reduced 75.18%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
946
shares
|
$284,150
0.28% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Cardinal Capital Management, Inc.
|
Oct 03, 2025 Q3 2025 |
944
shares
|
$283,549
0.01% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
942
shares
|
$282,948
0.11% of portfolio
|
Q4 2025
Reduced 23.04%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
940
shares
|
$282,347
0.15% of portfolio
|
Q3 2025
Reduced 3.89%
|
|