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 |
|---|---|---|---|---|---|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
661
shares
|
$198,544
0.06% of portfolio
|
Q3 2025
Reduced 43.21%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
661
shares
|
$198,544
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Penbrook Management LLC
|
Oct 22, 2025 Q3 2025 |
660
shares
|
$198,244
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
658
shares
|
$197,643
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
658
shares
|
$197,643
0.09% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
658
shares
|
$197,643
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
656
shares
|
$197,042
0.08% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Corbyn Investment Management Inc
|
Oct 22, 2025 Q3 2025 |
655
shares
|
$196,742
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
655
shares
|
$196,742
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
651
shares
|
$195,540
0.09% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
648
shares
|
$194,639
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
648
shares
|
$194,639
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
648
shares
|
$194,639
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
644
shares
|
$193,438
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
642
shares
|
$192,837
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
641
shares
|
$192,537
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
640
shares
|
$192,236
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
638
shares
|
$191,636
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
635
shares
|
$190,734
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
634
shares
|
$190,434
0.03% of portfolio
|
Q3 2025
Added 58.5%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
634
shares
|
$190,434
0.05% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
631
shares
|
$189,533
0.15% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
629
shares
|
$188,932
0.14% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
626
shares
|
$188,031
0.06% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
613
shares
|
$184,126
0.11% of portfolio
|
Q3 2025
Reduced 2.85%
|
|