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 |
|---|---|---|---|---|---|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
35,296
shares
|
$10.6 Million
2.34% of portfolio
|
Q1 2023
Reduced 39.97%
|
|
|
Mc Broom & Associates, LLC
|
Oct 28, 2025 Q3 2025 |
35,254
shares
|
$10.6 Million
5.59% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 06, 2026 Q4 2025 |
35,235
shares
|
$10.6 Million
5.62% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
35,185
shares
|
$10.6 Million
4.2% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
35,181
shares
|
$10.6 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Paradiem, LLC
|
Jan 06, 2026 Q4 2025 |
35,174
shares
|
$10.6 Million
2.89% of portfolio
|
Q4 2023
Reduced 38.58%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
35,143
shares
|
$10.6 Million
0.96% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
35,105
shares
|
$10.5 Million
0.45% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
35,085
shares
|
$10.5 Million
0.74% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
35,007
shares
|
$10.5 Million
0.53% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
34,974
shares
|
$10.5 Million
2.46% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
34,954
shares
|
$10.5 Million
2.32% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
34,937
shares
|
$10.5 Million
0.86% of portfolio
|
Q3 2025
Added 15.49%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
34,909
shares
|
$10.5 Million
0.12% of portfolio
|
Q3 2025
Added 586.1%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
34,905
shares
|
$10.5 Million
6.39% of portfolio
|
Q4 2023
Added 6.08%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
34,804
shares
|
$10.5 Million
4.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
34,783
shares
|
$10.4 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
34,729
shares
|
$10.4 Million
3.39% of portfolio
|
Q3 2025
Reduced 16.85%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
34,698
shares
|
$10.4 Million
0.69% of portfolio
|
Q3 2025
Reduced 34.02%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
34,656
shares
|
$10.4 Million
1.14% of portfolio
|
Q4 2025
Added 16.36%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
34,534
shares
|
$10.4 Million
2.4% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
34,517
shares
|
$10.4 Million
0.66% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
34,451
shares
|
$10.3 Million
0.39% of portfolio
|
Q3 2022
Added 9.84%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
34,415
shares
|
$10.3 Million
1.16% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
34,392
shares
|
$10.3 Million
0.98% of portfolio
|
Q3 2025
Reduced 5.04%
|
|