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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
41,728
shares
|
$12.5 Million
0.55% of portfolio
|
Q4 2022
Reduced 3.16%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
41,559
shares
|
$12.5 Million
1.09% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
41,479
shares
|
$12.5 Million
0.46% of portfolio
|
Q4 2025
Added 7.69%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2025 Q3 2025 |
41,443
shares
|
$12.4 Million
6.11% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
41,299
shares
|
$12.4 Million
0.74% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
41,278
shares
|
$12.4 Million
2.96% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
41,242
shares
|
$12.4 Million
7.63% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
41,235
shares
|
$12.4 Million
0.66% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
41,189
shares
|
$12.4 Million
2.34% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
41,055
shares
|
$12.3 Million
1.05% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
41,000
shares
|
$12.3 Million
0.6% of portfolio
|
Q4 2022
Reduced 10.87%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
40,995
shares
|
$12.3 Million
3.25% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
40,977
shares
|
$12.3 Million
2.89% of portfolio
|
Q3 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
40,850
shares
|
$12.3 Million
0.17% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
40,641
shares
|
$12.2 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
40,638
shares
|
$12.2 Million
0.4% of portfolio
|
Q3 2022
Reduced 14.11%
|
|
|
Chronos Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
40,619
shares
|
$12.2 Million
6.41% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
40,491
shares
|
$12.2 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
40,374
shares
|
$12.1 Million
0.93% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
40,362
shares
|
$12.1 Million
6.27% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
40,356
shares
|
$12.1 Million
0.47% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
40,300
shares
|
$12.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
40,127
shares
|
$12.1 Million
2.33% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
40,094
shares
|
$12 Million
0.26% of portfolio
|
Q3 2025
Added 79.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
40,088
shares
|
$12 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.66%
|
|