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 5,445 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 |
|---|---|---|---|---|---|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
40,027
shares
|
$12 Million
1.57% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
39,949
shares
|
$12 Million
2.89% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
39,921
shares
|
$12 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
39,913
shares
|
$12 Million
0.48% of portfolio
|
Q4 2022
Added 4.07%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
39,883
shares
|
$12 Million
2.6% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
39,877
shares
|
$12 Million
3.21% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
39,874
shares
|
$12 Million
1.33% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
39,872
shares
|
$12 Million
3.54% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
39,808
shares
|
$12 Million
1.29% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
39,791
shares
|
$12 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
39,784
shares
|
$11.9 Million
5.42% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
39,780
shares
|
$11.9 Million
2.78% of portfolio
|
Q3 2025
Added 52.91%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,777
shares
|
$11.9 Million
0.58% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
39,638
shares
|
$11.9 Million
0.91% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
39,566
shares
|
$11.9 Million
1.12% of portfolio
|
Q3 2025
Added 127.36%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
39,551
shares
|
$11.9 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
39,535
shares
|
$11.9 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
39,472
shares
|
$11.9 Million
0.69% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
39,466
shares
|
$11.9 Million
2.05% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
39,462
shares
|
$11.9 Million
4.05% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
39,398
shares
|
$11.8 Million
1.96% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
39,349
shares
|
$11.8 Million
2.15% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
39,311
shares
|
$11.8 Million
3.99% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
39,196
shares
|
$11.8 Million
2.44% of portfolio
|
Q4 2025
Reduced 4.27%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
39,168
shares
|
$11.8 Million
1.67% of portfolio
|
Q3 2025
Added 26.36%
|
|