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 |
|---|---|---|---|---|---|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
20,855
shares
|
$6.26 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
20,839
shares
|
$6.26 Million
1.35% of portfolio
|
Q3 2023
Reduced 13.08%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
20,822
shares
|
$6.25 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
20,821
shares
|
$6.25 Million
0.14% of portfolio
|
Q3 2025
Reduced 80.26%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
20,804
shares
|
$6.25 Million
2.59% of portfolio
|
Q4 2025
Reduced 3.98%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
20,802
shares
|
$6.25 Million
0.59% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
20,785
shares
|
$6.24 Million
1.3% of portfolio
|
Q4 2024
Reduced 59.71%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
20,781
shares
|
$6.24 Million
1.99% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
20,724
shares
|
$6.22 Million
2.43% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
20,718
shares
|
$6.22 Million
1.98% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
20,709
shares
|
$6.22 Million
2.63% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
20,666
shares
|
$6.21 Million
1.99% of portfolio
|
Q4 2025
Reduced 3.52%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
20,661
shares
|
$6.21 Million
0.25% of portfolio
|
Q4 2025
Reduced 10.67%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
20,636
shares
|
$6.2 Million
1.79% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
20,630
shares
|
$6.2 Million
4.3% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
20,623
shares
|
$6.19 Million
2.42% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
20,593
shares
|
$6.19 Million
1.29% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
20,571
shares
|
$6.18 Million
0.3% of portfolio
|
Q4 2025
Reduced 5.17%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
20,528
shares
|
$6.17 Million
0.23% of portfolio
|
Q3 2025
Added 15.32%
|
|
|
Maltese Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,500
shares
|
$6.16 Million
1.13% of portfolio
|
Q3 2025
Reduced 36.92%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
20,497
shares
|
$6.16 Million
0.61% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
20,473
shares
|
$6.15 Million
1.61% of portfolio
|
Q4 2025
Added 11.01%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
20,463
shares
|
$6.15 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
20,437
shares
|
$6.14 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
20,399
shares
|
$6.13 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.48%
|
|