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 |
|---|---|---|---|---|---|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
694
shares
|
$208,456
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
689
shares
|
$206,954
0.12% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
688
shares
|
$206,654
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
688
shares
|
$206,654
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
687
shares
|
$206,354
0.08% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
685
shares
|
$205,753
0.0% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
684
shares
|
$205,453
0.16% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
683
shares
|
$205,152
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 10, 2025 Q3 2025 |
683
shares
|
$205,152
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
682
shares
|
$204,852
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
678
shares
|
$203,650
0.08% of portfolio
|
Q3 2025
Added 1638.46%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
676
shares
|
$203,050
0.12% of portfolio
|
Q3 2025
Reduced 20.38%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
676
shares
|
$203,050
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
676
shares
|
$203,050
0.06% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
675
shares
|
$202,749
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
675
shares
|
$202,749
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
675
shares
|
$202,749
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
673
shares
|
$202,149
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
672
shares
|
$201,848
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2025 Q3 2025 |
671
shares
|
$201,548
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
671
shares
|
$201,548
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Carderock Capital Management Inc
|
Oct 17, 2025 Q3 2025 |
668
shares
|
$200,647
0.05% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
668
shares
|
$200,647
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
665
shares
|
$199,746
0.11% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
663
shares
|
$199,145
0.06% of portfolio
|
Q3 2025
New holding
|
|