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 5,446 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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
25,731
shares
|
$7.73 Million
1.04% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
25,719
shares
|
$7.73 Million
0.96% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
25,714
shares
|
$7.72 Million
1.87% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
25,668
shares
|
$7.71 Million
2.53% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
25,505
shares
|
$7.66 Million
1.27% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
25,421
shares
|
$7.64 Million
1.62% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
25,379
shares
|
$7.62 Million
1.75% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
25,356
shares
|
$7.62 Million
1.51% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
25,355
shares
|
$7.62 Million
0.61% of portfolio
|
Q3 2022
Reduced 0.97%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,342
shares
|
$7.61 Million
0.04% of portfolio
|
Q3 2025
Reduced 51.82%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
25,337
shares
|
$7.61 Million
0.46% of portfolio
|
Q3 2025
Reduced 14.43%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
25,257
shares
|
$7.59 Million
0.67% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
25,252
shares
|
$7.58 Million
2.0% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
25,245
shares
|
$7.58 Million
1.25% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
25,194
shares
|
$7.57 Million
2.12% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
25,120
shares
|
$7.55 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
25,074
shares
|
$7.53 Million
1.38% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Eos Management, L.P.
|
Nov 03, 2025 Q3 2025 |
25,000
shares
|
$7.51 Million
3.19% of portfolio
|
Q3 2022
Reduced 3.85%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
24,988
shares
|
$7.51 Million
2.89% of portfolio
|
Q3 2025
Added 24.28%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
24,985
shares
|
$7.5 Million
7.44% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
24,910
shares
|
$7.48 Million
1.7% of portfolio
|
Q4 2025
Reduced 3.53%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
24,831
shares
|
$7.46 Million
3.52% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
24,830
shares
|
$7.46 Million
1.99% of portfolio
|
Q4 2025
Reduced 2.57%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
24,792
shares
|
$7.45 Million
0.85% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Crystal Rock Capital Management
|
Nov 06, 2025 Q3 2025 |
24,743
shares
|
$7.43 Million
4.61% of portfolio
|
Q3 2025
Reduced 14.44%
|
|