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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
27,030
shares
|
$8.12 Million
3.46% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
27,013
shares
|
$8.11 Million
0.73% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
26,999
shares
|
$8.11 Million
0.75% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
26,988
shares
|
$8.11 Million
1.21% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
26,968
shares
|
$8.1 Million
1.54% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
26,926
shares
|
$8.09 Million
0.47% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Sitrin Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
26,885
shares
|
$8.08 Million
4.43% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
26,858
shares
|
$8.07 Million
3.0% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
26,852
shares
|
$8.07 Million
1.83% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
26,832
shares
|
$8.06 Million
1.81% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
26,816
shares
|
$8.05 Million
0.74% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
26,761
shares
|
$8.04 Million
0.58% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
26,718
shares
|
$8.03 Million
3.69% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
26,702
shares
|
$8.02 Million
1.04% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
26,690
shares
|
$8.02 Million
3.43% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
26,673
shares
|
$8.01 Million
0.66% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
26,649
shares
|
$8 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
26,608
shares
|
$7.99 Million
1.0% of portfolio
|
Q3 2025
Added 62.44%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,604
shares
|
$7.99 Million
0.87% of portfolio
|
Q2 2022
Reduced 29.23%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
26,593
shares
|
$7.99 Million
4.43% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
26,592
shares
|
$7.99 Million
1.6% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 12, 2025 Q3 2025 |
26,501
shares
|
$7.96 Million
6.58% of portfolio
|
Q3 2025
Added 107.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
26,463
shares
|
$7.95 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
26,440
shares
|
$7.94 Million
1.58% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
26,437
shares
|
$7.94 Million
0.98% of portfolio
|
Q3 2025
Added 0.05%
|
|