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 |
|---|---|---|---|---|---|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
604
shares
|
$181,423
0.14% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
593
shares
|
$178,119
0.07% of portfolio
|
Q3 2025
Reduced 71.03%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
591
shares
|
$177,518
0.11% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
583
shares
|
$175,115
0.01% of portfolio
|
Q3 2025
Reduced 66.12%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
580
shares
|
$174,214
0.12% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
579
shares
|
$173,914
0.03% of portfolio
|
Q2 2022
Added 60.83%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2025 Q3 2025 |
576
shares
|
$173,013
0.2% of portfolio
|
Q1 2025
Reduced 43.03%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
574
shares
|
$172,412
0.2% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
573
shares
|
$172,112
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
570
shares
|
$171,210
0.16% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
569
shares
|
$170,910
0.06% of portfolio
|
Q1 2023
Added 23.97%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
568
shares
|
$170,610
0.13% of portfolio
|
Q3 2025
Added 66.57%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
566
shares
|
$170,009
0.03% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
551
shares
|
$165,503
0.01% of portfolio
|
Q3 2025
Added 88.05%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
547
shares
|
$164,302
0.07% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
525
shares
|
$157,694
0.05% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
500
shares
|
$150,185
0.11% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
496
shares
|
$148,983
0.02% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
494
shares
|
$148,382
0.11% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
472
shares
|
$141,774
0.1% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
467
shares
|
$140,272
0.08% of portfolio
|
Q3 2025
Added 99.57%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
465
shares
|
$139,672
0.09% of portfolio
|
Q3 2025
Reduced 82.62%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
459
shares
|
$137,869
0.03% of portfolio
|
Q3 2025
Added 58.82%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
442
shares
|
$132,763
0.84% of portfolio
|
Q2 2025
Added 58.99%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
430
shares
|
$129,159
0.05% of portfolio
|
Q1 2024
Reduced 3.37%
|
|