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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
77,342
shares
|
$23.2 Million
0.86% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
77,323
shares
|
$23.2 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
77,229
shares
|
$23.2 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
76,885
shares
|
$23.1 Million
1.15% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 12, 2025 Q3 2025 |
76,845
shares
|
$23.1 Million
1.9% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 13, 2025 Q3 2025 |
76,572
shares
|
$23 Million
2.71% of portfolio
|
Q3 2025
Added 87.89%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
76,525
shares
|
$23 Million
0.45% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Covea Finance
|
Jan 07, 2026 Q4 2025 |
76,500
shares
|
$23 Million
0.75% of portfolio
|
Q4 2025
Reduced 26.58%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
76,390
shares
|
$22.9 Million
1.12% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Ccm Investment Advisers LLC
|
Jan 12, 2026 Q4 2025 |
75,942
shares
|
$22.8 Million
2.26% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
75,804
shares
|
$22.8 Million
0.79% of portfolio
|
Q3 2025
Added 58.28%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
75,731
shares
|
$22.7 Million
0.8% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
75,722
shares
|
$22.7 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
75,718
shares
|
$22.7 Million
1.82% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
75,686
shares
|
$22.7 Million
0.49% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
75,568
shares
|
$22.7 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 12, 2025 Q3 2025 |
75,537
shares
|
$22.7 Million
4.2% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
75,515
shares
|
$22.7 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
75,332
shares
|
$22.6 Million
0.29% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Dnca Finance
Paris, I0 |
Nov 14, 2025 Q3 2025 |
75,179
shares
|
$22.6 Million
1.62% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
75,102
shares
|
$22.6 Million
2.64% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
75,102
shares
|
$22.6 Million
0.48% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
75,014
shares
|
$22.5 Million
0.24% of portfolio
|
Q2 2025
Added 109.89%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
74,876
shares
|
$22.5 Million
2.68% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
74,497
shares
|
$22.4 Million
0.79% of portfolio
|
Q4 2025
Added 1.99%
|
|