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 |
|---|---|---|---|---|---|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
28,016
shares
|
$8.42 Million
1.62% of portfolio
|
Q3 2025
Reduced 22.99%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
27,977
shares
|
$8.4 Million
2.58% of portfolio
|
Q3 2025
Reduced 12.79%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
27,961
shares
|
$8.4 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
27,912
shares
|
$8.38 Million
0.39% of portfolio
|
Q3 2025
Added 17.92%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
27,835
shares
|
$8.36 Million
1.38% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
27,813
shares
|
$8.35 Million
0.8% of portfolio
|
Q4 2025
Added 30.17%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
27,788
shares
|
$8.35 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
27,629
shares
|
$8.3 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
27,599
shares
|
$8.29 Million
1.97% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
27,592
shares
|
$8.29 Million
0.29% of portfolio
|
Q3 2025
Added 321.77%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,568
shares
|
$8.28 Million
0.36% of portfolio
|
Q4 2022
Added 35.89%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
27,547
shares
|
$8.27 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
27,541
shares
|
$8.27 Million
0.13% of portfolio
|
Q3 2025
Reduced 44.56%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
27,490
shares
|
$8.26 Million
0.85% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
27,450
shares
|
$8.25 Million
1.96% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
27,412
shares
|
$8.23 Million
1.32% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
27,350
shares
|
$8.22 Million
1.37% of portfolio
|
Q3 2025
Added 27.88%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
27,336
shares
|
$8.21 Million
1.3% of portfolio
|
Q4 2025
Added 6.58%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
27,301
shares
|
$8.2 Million
1.31% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
27,292
shares
|
$8.2 Million
0.96% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
27,285
shares
|
$8.2 Million
1.58% of portfolio
|
Q3 2025
Added 29.29%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
27,269
shares
|
$8.19 Million
2.49% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 13, 2025 Q3 2025 |
27,267
shares
|
$8.19 Million
1.23% of portfolio
|
Q3 2025
Reduced 25.4%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
27,185
shares
|
$8.17 Million
2.4% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
27,122
shares
|
$8.15 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.87%
|
|