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 |
|---|---|---|---|---|---|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
104
shares
|
$31,238
0.03% of portfolio
|
Q3 2025
Added 92.59%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
102
shares
|
$30,637
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
100
shares
|
$30,037
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
100
shares
|
$30,037
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
100
shares
|
$30,037
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
98
shares
|
$29,436
0.03% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
93
shares
|
$27,934
0.01% of portfolio
|
Q1 2025
Reduced 69.81%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
91
shares
|
$27,333
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
90
shares
|
$27,033
0.01% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
89
shares
|
$26,732
0.02% of portfolio
|
Q3 2025
Reduced 82.2%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
87
shares
|
$26,132
0.01% of portfolio
|
Q2 2025
Added 58.18%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
86
shares
|
$25,831
0.0% of portfolio
|
Q2 2024
Reduced 49.11%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
82
shares
|
$24,630
0.01% of portfolio
|
Q4 2024
Added 310.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
80
shares
|
$24,029
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
78
shares
|
$23,428
0.02% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
76
shares
|
$22,828
0.01% of portfolio
|
Q3 2025
Added 216.67%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
71
shares
|
$21,326
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
65
shares
|
$19,524
0.01% of portfolio
|
Q3 2024
Added 124.14%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
63
shares
|
$18,923
0.11% of portfolio
|
Q3 2025
Reduced 98.6%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
55
shares
|
$16,520
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
54
shares
|
$16,219
0.61% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
51
shares
|
$15,318
0.01% of portfolio
|
Q2 2025
Added 112.5%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
50
shares
|
$15,018
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
45
shares
|
$13,516
0.03% of portfolio
|
Q1 2025
Reduced 91.74%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
39
shares
|
$11,714
0.01% of portfolio
|
Q3 2025
New holding
|
|