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 5,432 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 $588 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
717
shares
|
$215,365
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
715
shares
|
$214,764
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
715
shares
|
$214,764
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
713
shares
|
$214,163
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
712
shares
|
$213,863
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
711
shares
|
$213,563
0.08% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
711
shares
|
$213,563
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
707
shares
|
$212,361
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
707
shares
|
$212,361
0.04% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
707
shares
|
$212,361
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Renaissance Investment Group LLC
|
Oct 07, 2025 Q3 2025 |
706
shares
|
$212,061
0.05% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
704
shares
|
$211,460
0.08% of portfolio
|
Q2 2025
Added 39.68%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
704
shares
|
$211,460
0.19% of portfolio
|
Q2 2025
Reduced 81.62%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
703
shares
|
$211,160
0.04% of portfolio
|
Q2 2022
Added 0.14%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
703
shares
|
$211,160
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
702
shares
|
$210,859
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
701
shares
|
$210,559
0.12% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
700
shares
|
$210,259
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 04, 2025 Q3 2025 |
700
shares
|
$210,259
0.38% of portfolio
|
Q3 2025
Reduced 60.59%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
700
shares
|
$210,259
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
699
shares
|
$209,958
0.1% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
695
shares
|
$208,757
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Nov 03, 2025 Q3 2025 |
695
shares
|
$208,757
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
694
shares
|
$208,456
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
694
shares
|
$208,456
0.05% of portfolio
|
Q3 2025
New holding
|
|