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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
34,386
shares
|
$10.3 Million
0.93% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
34,377
shares
|
$10.3 Million
3.64% of portfolio
|
Q4 2024
Reduced 60.47%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
34,351
shares
|
$10.3 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
34,321
shares
|
$10.3 Million
0.42% of portfolio
|
Q3 2025
Added 27.48%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
34,299
shares
|
$10.3 Million
1.58% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
34,296
shares
|
$10.3 Million
2.29% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
34,274
shares
|
$10.3 Million
2.76% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
34,250
shares
|
$10.3 Million
4.05% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
34,235
shares
|
$10.3 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
34,223
shares
|
$10.3 Million
0.49% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
34,185
shares
|
$10.3 Million
5.73% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
34,114
shares
|
$10.2 Million
0.97% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
33,909
shares
|
$10.2 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
33,883
shares
|
$10.2 Million
2.94% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
33,866
shares
|
$10.2 Million
4.05% of portfolio
|
Q4 2025
Added 2.75%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
33,828
shares
|
$10.2 Million
0.97% of portfolio
|
Q3 2022
Reduced 18.31%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
33,800
shares
|
$10.2 Million
1.57% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
33,774
shares
|
$10.1 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
33,706
shares
|
$10.1 Million
2.05% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
33,684
shares
|
$10.1 Million
2.55% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
33,672
shares
|
$10.1 Million
1.23% of portfolio
|
Q3 2025
Reduced 36.55%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
33,611
shares
|
$10.1 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
33,561
shares
|
$10.1 Million
0.64% of portfolio
|
Q3 2025
Added 55.24%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
33,538
shares
|
$10.1 Million
3.49% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
33,531
shares
|
$10.1 Million
3.29% of portfolio
|
Q4 2025
Reduced 1.94%
|
|