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 5,442 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
883
shares
|
$265,226
0.23% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
878
shares
|
$263,724
0.11% of portfolio
|
Q3 2025
Reduced 51.17%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
877
shares
|
$263,424
0.09% of portfolio
|
Q3 2025
Added 23.7%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
874
shares
|
$262,523
0.08% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
870
shares
|
$261,321
0.3% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
865
shares
|
$259,820
0.25% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
865
shares
|
$259,820
0.21% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
863
shares
|
$259,219
0.17% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
862
shares
|
$258,918
0.06% of portfolio
|
Q3 2025
Added 24.57%
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
861
shares
|
$258,618
0.11% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
859
shares
|
$258,017
0.15% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
858
shares
|
$257,717
0.18% of portfolio
|
Q1 2025
Added 371.43%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
853
shares
|
$256,215
0.15% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
853
shares
|
$256,215
0.09% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
851
shares
|
$255,614
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
850
shares
|
$255,314
0.13% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
849
shares
|
$255,014
0.19% of portfolio
|
Q2 2025
Reduced 31.42%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 07, 2025 Q3 2025 |
847
shares
|
$254,413
0.45% of portfolio
|
Q2 2025
Reduced 71.93%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
847
shares
|
$254,413
0.21% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
847
shares
|
$254,413
0.07% of portfolio
|
Q4 2025
Added 1.07%
|
|