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 |
|---|---|---|---|---|---|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
21,340
shares
|
$6.41 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
21,292
shares
|
$6.4 Million
2.6% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
21,284
shares
|
$6.39 Million
3.33% of portfolio
|
Q4 2025
Reduced 5.22%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
21,244
shares
|
$6.38 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Nov 13, 2025 Q3 2025 |
21,220
shares
|
$6.37 Million
3.23% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
21,203
shares
|
$6.37 Million
3.43% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
21,196
shares
|
$6.37 Million
1.33% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
21,175
shares
|
$6.36 Million
0.81% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
21,152
shares
|
$6.35 Million
2.75% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
21,123
shares
|
$6.34 Million
1.3% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
21,121
shares
|
$6.34 Million
1.07% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
21,108
shares
|
$6.34 Million
1.65% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
21,107
shares
|
$6.34 Million
2.68% of portfolio
|
Q4 2025
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
21,103
shares
|
$6.34 Million
0.19% of portfolio
|
Q4 2022
Added 19.35%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
21,102
shares
|
$6.34 Million
1.26% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
21,091
shares
|
$6.34 Million
1.77% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
21,024
shares
|
$6.31 Million
0.97% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
21,000
shares
|
$6.31 Million
2.05% of portfolio
|
Q1 2024
Added 536.36%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
20,945
shares
|
$6.29 Million
0.26% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
20,942
shares
|
$6.29 Million
2.08% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
20,901
shares
|
$6.28 Million
3.25% of portfolio
|
Q4 2025
Reduced 1.84%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
20,898
shares
|
$6.28 Million
0.96% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,894
shares
|
$6.28 Million
0.15% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
20,878
shares
|
$6.27 Million
4.4% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
20,868
shares
|
$6.27 Million
1.99% of portfolio
|
Q3 2025
Added 4.28%
|
|