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 |
|---|---|---|---|---|---|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
23,614
shares
|
$7.09 Million
2.86% of portfolio
|
Q4 2025
Reduced 0.8%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
23,586
shares
|
$7.08 Million
3.23% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 10, 2025 Q3 2025 |
23,500
shares
|
$7.06 Million
5.23% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
23,489
shares
|
$7.06 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
23,470
shares
|
$7.05 Million
2.04% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
23,466
shares
|
$7.05 Million
0.48% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
23,448
shares
|
$7.04 Million
2.85% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
23,436
shares
|
$7.04 Million
1.37% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
23,393
shares
|
$7.03 Million
0.66% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
23,328
shares
|
$7.01 Million
1.24% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
23,300
shares
|
$7 Million
2.04% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
23,276
shares
|
$6.99 Million
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
23,205
shares
|
$6.97 Million
1.89% of portfolio
|
Q4 2023
Reduced 61.91%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
23,184
shares
|
$6.96 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
23,169
shares
|
$6.96 Million
2.91% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
23,155
shares
|
$6.96 Million
2.09% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
23,108
shares
|
$6.94 Million
1.97% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
23,104
shares
|
$6.94 Million
0.42% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
23,096
shares
|
$6.94 Million
1.91% of portfolio
|
Q4 2025
Reduced 5.66%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
23,089
shares
|
$6.94 Million
0.17% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
23,028
shares
|
$6.92 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
23,006
shares
|
$6.91 Million
1.59% of portfolio
|
Q4 2025
Added 22.07%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 10, 2025 Q3 2025 |
23,006
shares
|
$6.91 Million
0.54% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
23,000
shares
|
$6.91 Million
5.31% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
22,966
shares
|
$6.9 Million
2.53% of portfolio
|
Q3 2025
Added 14.59%
|
|