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 5,442 institutions that hold shares in the stock, with a total of 1.97 Billion shares, which have been reported (via 13F filing form) to have a value of $590 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
234
shares
|
$70,286
0.03% 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%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
201
shares
|
$60,374
0.03% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
190
shares
|
$57,070
0.05% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
186
shares
|
$55,868
0.01% of portfolio
|
Q3 2022
Reduced 11.85%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
184
shares
|
$55,268
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
184
shares
|
$55,268
0.02% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
180
shares
|
$54,066
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
180
shares
|
$54,066
0.05% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
178
shares
|
$53,465
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
165
shares
|
$49,561
0.02% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
164
shares
|
$49,260
0.04% of portfolio
|
Q3 2025
Reduced 94.7%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
160
shares
|
$48,059
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
158
shares
|
$47,458
0.1% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
157
shares
|
$47,158
0.01% of portfolio
|
Q1 2024
Added 227.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
156
shares
|
$46,857
0.02% of portfolio
|
Q2 2025
Added 212.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
151
shares
|
$45,355
0.02% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
149
shares
|
$44,755
0.02% of portfolio
|
Q4 2024
Reduced 21.16%
|
|