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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
303
shares
|
$91,012
0.88% of portfolio
|
Q3 2025
Reduced 92.07%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
302
shares
|
$90,711
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
300
shares
|
$90,111
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
296
shares
|
$88,909
0.07% of portfolio
|
Q3 2025
Added 41.63%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
294
shares
|
$88,308
0.14% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
290
shares
|
$87,107
0.04% of portfolio
|
Q2 2022
Reduced 47.75%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
280
shares
|
$84,103
0.05% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 28, 2025 Q3 2025 |
280
shares
|
$84,103
0.0% of portfolio
|
Q4 2024
Reduced 79.41%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
265
shares
|
$79,598
0.02% of portfolio
|
Q2 2024
Added 430.0%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
260
shares
|
$78,096
0.05% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
258
shares
|
$77,495
0.0% of portfolio
|
Q3 2025
Reduced 18.35%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
256
shares
|
$76,894
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
242
shares
|
$72,689
0.05% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
237
shares
|
$71,187
0.32% of portfolio
|
Q3 2025
Reduced 87.76%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
236
shares
|
$70,887
0.04% of portfolio
|
Q3 2025
Added 56.29%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
235
shares
|
$70,586
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
234
shares
|
$70,286
0.04% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
222
shares
|
$66,682
0.12% of portfolio
|
Q1 2023
Reduced 99.68%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
222
shares
|
$66,682
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
218
shares
|
$65,480
0.04% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
215
shares
|
$64,579
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
213
shares
|
$63,978
0.0% of portfolio
|
Q3 2025
Reduced 69.92%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
208
shares
|
$62,476
0.02% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
207
shares
|
$62,176
0.12% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
201
shares
|
$60,374
0.02% of portfolio
|
Q4 2024
Added 34.0%
|
|