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 |
|---|---|---|---|---|---|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
430
shares
|
$129,159
0.05% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
429
shares
|
$128,858
0.04% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
427
shares
|
$128,257
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
412
shares
|
$123,752
0.06% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
406
shares
|
$121,950
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
396
shares
|
$118,946
0.09% of portfolio
|
Q2 2025
Added 63.64%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
395
shares
|
$118,646
0.08% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
388
shares
|
$116,543
0.08% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
380
shares
|
$114,140
0.05% of portfolio
|
Q3 2025
Reduced 14.03%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
369
shares
|
$110,836
0.12% of portfolio
|
Q3 2025
Added 39.25%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
365
shares
|
$109,635
0.02% of portfolio
|
Q2 2025
Added 37.74%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
358
shares
|
$107,532
0.03% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
343
shares
|
$103,026
0.04% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
342
shares
|
$102,726
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
327
shares
|
$98,220
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
324
shares
|
$97,319
0.07% of portfolio
|
Q3 2025
Added 406.25%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
321
shares
|
$96,418
0.02% of portfolio
|
Q3 2025
Added 47.25%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
320
shares
|
$96,118
0.11% of portfolio
|
Q3 2025
Reduced 24.17%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
316
shares
|
$94,916
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
315
shares
|
$94,616
0.04% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
314
shares
|
$94,316
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
314
shares
|
$94,316
0.06% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
312
shares
|
$93,715
0.03% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
311
shares
|
$93,415
0.04% of portfolio
|
Q4 2024
Reduced 87.06%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
305
shares
|
$91,612
0.07% of portfolio
|
Q3 2025
New holding
|
|