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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
31,406
shares
|
$9.43 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,403
shares
|
$9.43 Million
1.51% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
31,379
shares
|
$9.43 Million
1.26% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
31,320
shares
|
$9.41 Million
1.24% of portfolio
|
Q4 2025
Reduced 2.11%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
31,317
shares
|
$9.41 Million
0.64% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
31,306
shares
|
$9.4 Million
3.83% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
31,302
shares
|
$9.4 Million
6.38% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
31,291
shares
|
$9.4 Million
3.53% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
31,252
shares
|
$9.39 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
31,213
shares
|
$9.38 Million
0.63% of portfolio
|
Q4 2025
Reduced 3.73%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
31,204
shares
|
$9.37 Million
1.73% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
31,200
shares
|
$9.37 Million
2.46% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
31,173
shares
|
$9.36 Million
2.37% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
31,163
shares
|
$9.36 Million
0.73% of portfolio
|
Q3 2025
Reduced 98.03%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
31,110
shares
|
$9.34 Million
3.26% of portfolio
|
Q4 2025
Added 19.86%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
31,102
shares
|
$9.34 Million
2.95% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Udine Wealth Management, Inc.
|
Oct 27, 2025 Q3 2025 |
31,074
shares
|
$9.33 Million
4.87% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
31,064
shares
|
$9.33 Million
2.88% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
31,003
shares
|
$9.31 Million
2.81% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
31,002
shares
|
$9.31 Million
1.33% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
30,971
shares
|
$9.3 Million
1.06% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
30,955
shares
|
$9.3 Million
3.05% of portfolio
|
Q3 2025
Reduced 17.83%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
30,938
shares
|
$9.29 Million
3.02% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
30,889
shares
|
$9.28 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
30,883
shares
|
$9.28 Million
4.61% of portfolio
|
Q3 2025
Reduced 18.74%
|
|