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 5,436 institutions that hold shares in the stock, with a total of 1.96 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 |
|---|---|---|---|---|---|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
926
shares
|
$278,142
0.15% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
925
shares
|
$277,842
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Manor Financial, LLC
|
Jan 07, 2026 Q4 2025 |
922
shares
|
$276,941
0.21% of portfolio
|
Q4 2025
Reduced 8.71%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
921
shares
|
$276,640
0.05% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
921
shares
|
$276,640
0.1% of portfolio
|
Q3 2025
Reduced 14.56%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
920
shares
|
$276,340
0.21% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
919
shares
|
$276,040
0.13% of portfolio
|
Q4 2025
Reduced 5.26%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
917
shares
|
$275,439
0.22% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Unconventional Investor, LLC
|
Nov 06, 2025 Q3 2025 |
915
shares
|
$274,838
0.14% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
911
shares
|
$273,637
0.12% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Hoya Capital Real Estate, LLC
|
Nov 04, 2025 Q3 2025 |
910
shares
|
$273,336
4.77% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
908
shares
|
$272,735
0.19% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
907
shares
|
$272,435
0.1% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
904
shares
|
$271,534
0.11% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Nov 14, 2025 Q3 2025 |
899
shares
|
$270,032
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
894
shares
|
$268,530
0.05% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
894
shares
|
$268,530
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
893
shares
|
$268,230
0.07% of portfolio
|
Q3 2025
Reduced 46.72%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
893
shares
|
$268,230
0.06% of portfolio
|
Q3 2025
Reduced 46.72%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
893
shares
|
$268,230
0.23% of portfolio
|
Q3 2025
Added 50.34%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
890
shares
|
$267,329
0.11% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Armistice Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
888
shares
|
$266,728
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
888
shares
|
$266,728
0.21% of portfolio
|
Q3 2025
Added 21.64%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
887
shares
|
$266,428
0.19% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
883
shares
|
$265,226
0.08% of portfolio
|
Q2 2025
Reduced 56.42%
|
|