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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
52,246
shares
|
$15.7 Million
1.39% of portfolio
|
Q3 2025
Reduced 15.95%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
52,244
shares
|
$15.7 Million
0.03% of portfolio
|
Q3 2024
Added 1741366.62%
|
|
|
Miramar Capital, LLC
|
Nov 12, 2025 Q3 2025 |
52,176
shares
|
$15.7 Million
3.76% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
52,022
shares
|
$15.6 Million
0.72% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
51,917
shares
|
$15.6 Million
1.43% of portfolio
|
Q4 2025
Reduced 15.38%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
51,914
shares
|
$15.6 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
51,804
shares
|
$15.6 Million
3.34% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
51,684
shares
|
$15.5 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
51,615
shares
|
$15.5 Million
2.93% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,506
shares
|
$15.5 Million
0.68% of portfolio
|
Q4 2023
Added 13.97%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
51,081
shares
|
$15.3 Million
1.72% of portfolio
|
Q1 2024
Added 114.3%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
51,077
shares
|
$15.3 Million
2.84% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
50,750
shares
|
$15.2 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 17, 2025 Q3 2025 |
50,705
shares
|
$15.2 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
50,653
shares
|
$15.2 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
50,635
shares
|
$15.2 Million
3.3% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
50,604
shares
|
$15.2 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Hoertkorn Richard Charles
|
Oct 27, 2025 Q3 2025 |
50,557
shares
|
$15.2 Million
8.29% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
50,490
shares
|
$15.2 Million
3.74% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
50,440
shares
|
$15.2 Million
2.29% of portfolio
|
Q3 2023
New holding
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2025 Q3 2025 |
50,424
shares
|
$15.1 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
50,403
shares
|
$15.1 Million
0.9% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 12, 2025 Q3 2025 |
50,317
shares
|
$15.1 Million
4.81% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
50,267
shares
|
$15.1 Million
0.75% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
50,065
shares
|
$15 Million
1.86% of portfolio
|
Q3 2025
Reduced 0.39%
|
|