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 |
|---|---|---|---|---|---|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
22,492
shares
|
$6.76 Million
4.44% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
22,474
shares
|
$6.75 Million
1.27% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
22,432
shares
|
$6.74 Million
0.2% of portfolio
|
Q3 2025
Reduced 52.37%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
22,415
shares
|
$6.73 Million
2.08% of portfolio
|
Q2 2022
Added 24.44%
|
|
|
Ctc LLC
|
Dec 12, 2025 Q3 2025 |
22,409
shares
|
$6.73 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
22,394
shares
|
$6.73 Million
2.9% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
22,312
shares
|
$6.7 Million
3.07% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
22,304
shares
|
$6.7 Million
1.3% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
22,301
shares
|
$6.7 Million
0.25% of portfolio
|
Q4 2023
Reduced 3.55%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
22,293
shares
|
$6.7 Million
2.2% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,283
shares
|
$6.69 Million
0.07% of portfolio
|
Q3 2022
Added 79.9%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
22,246
shares
|
$6.68 Million
0.16% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
22,239
shares
|
$6.68 Million
0.04% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
22,239
shares
|
$6.68 Million
2.87% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
22,238
shares
|
$6.68 Million
0.76% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
22,220
shares
|
$6.67 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
22,206
shares
|
$6.67 Million
0.07% of portfolio
|
Q4 2025
Added 3.62%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
22,200
shares
|
$6.67 Million
2.98% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
22,192
shares
|
$6.67 Million
1.24% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
22,156
shares
|
$6.65 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
22,084
shares
|
$6.63 Million
1.79% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
22,067
shares
|
$6.63 Million
3.17% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
22,043
shares
|
$6.62 Million
0.84% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
22,040
shares
|
$6.62 Million
0.47% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
22,029
shares
|
$6.62 Million
0.93% of portfolio
|
Q4 2024
Reduced 35.34%
|
|