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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
36,670
shares
|
$11 Million
1.6% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
36,576
shares
|
$11 Million
3.05% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36,563
shares
|
$11 Million
0.87% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
36,561
shares
|
$11 Million
2.77% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
36,532
shares
|
$11 Million
3.92% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
36,522
shares
|
$11 Million
0.16% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
36,518
shares
|
$11 Million
3.68% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
36,469
shares
|
$11 Million
0.58% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
36,418
shares
|
$10.9 Million
0.75% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
36,323
shares
|
$10.9 Million
0.98% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
36,181
shares
|
$10.9 Million
1.04% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
36,153
shares
|
$10.9 Million
0.98% of portfolio
|
Q1 2024
Added 416.91%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
36,118
shares
|
$10.8 Million
0.83% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
36,060
shares
|
$10.8 Million
1.61% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
36,045
shares
|
$10.8 Million
1.83% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Viking Fund Management LLC
|
Jan 12, 2026 Q4 2025 |
36,000
shares
|
$10.8 Million
1.3% of portfolio
|
Q4 2025
Reduced 7.69%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
35,983
shares
|
$10.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 85.95%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
35,791
shares
|
$10.8 Million
1.64% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
35,766
shares
|
$10.7 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
35,766
shares
|
$10.7 Million
2.74% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
35,669
shares
|
$10.7 Million
0.33% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cavalier Investments, LLC
|
Nov 13, 2025 Q3 2025 |
35,546
shares
|
$10.7 Million
3.83% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
35,491
shares
|
$10.7 Million
1.15% of portfolio
|
Q4 2025
Reduced 5.56%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
35,362
shares
|
$10.6 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
35,360
shares
|
$10.6 Million
1.76% of portfolio
|
Q3 2025
Added 15.13%
|
|