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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
29,033
shares
|
$8.72 Million
1.15% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
29,013
shares
|
$8.71 Million
2.22% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
29,000
shares
|
$8.71 Million
2.14% of portfolio
|
Q4 2020
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
28,999
shares
|
$8.71 Million
0.41% of portfolio
|
Q2 2025
Reduced 27.2%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
28,969
shares
|
$8.7 Million
2.23% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Nov 06, 2025 Q3 2025 |
28,941
shares
|
$8.69 Million
3.37% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
28,889
shares
|
$8.68 Million
0.67% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
28,888
shares
|
$8.68 Million
1.17% of portfolio
|
Q3 2025
Reduced 33.64%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
28,881
shares
|
$8.67 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
28,864
shares
|
$8.67 Million
1.44% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
28,806
shares
|
$8.65 Million
2.62% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
28,773
shares
|
$8.64 Million
1.84% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
28,758
shares
|
$8.64 Million
6.01% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
28,753
shares
|
$8.64 Million
2.36% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jan 15, 2026 Q4 2025 |
28,748
shares
|
$8.64 Million
0.18% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
28,748
shares
|
$8.64 Million
1.53% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
28,747
shares
|
$8.63 Million
0.56% of portfolio
|
Q3 2025
Added 61.01%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
28,664
shares
|
$8.61 Million
1.87% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
28,657
shares
|
$8.61 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
28,657
shares
|
$8.61 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28,621
shares
|
$8.6 Million
4.75% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
28,601
shares
|
$8.59 Million
0.46% of portfolio
|
Q3 2025
Added 38.42%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
28,572
shares
|
$8.58 Million
2.19% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
28,572
shares
|
$8.58 Million
1.15% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
28,520
shares
|
$8.57 Million
1.6% of portfolio
|
Q3 2025
Reduced 7.39%
|
|