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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
19,800
shares
|
$5.95 Million
0.66% of portfolio
|
Q4 2025
Added 560.22%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
19,772
shares
|
$5.94 Million
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
19,758
shares
|
$5.93 Million
0.39% of portfolio
|
Q4 2023
Reduced 22.96%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
19,757
shares
|
$5.93 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
19,747
shares
|
$5.93 Million
0.33% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
19,746
shares
|
$5.93 Million
0.74% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
19,729
shares
|
$5.93 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
19,717
shares
|
$5.92 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
19,702
shares
|
$5.92 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
19,637
shares
|
$5.9 Million
2.09% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
19,593
shares
|
$5.89 Million
1.61% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
19,587
shares
|
$5.88 Million
1.27% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
19,581
shares
|
$5.88 Million
2.08% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
19,539
shares
|
$5.87 Million
2.89% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
19,534
shares
|
$5.87 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Nov 06, 2025 Q3 2025 |
19,534
shares
|
$5.87 Million
3.75% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
19,514
shares
|
$5.86 Million
0.31% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
19,490
shares
|
$5.85 Million
2.11% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
19,448
shares
|
$5.84 Million
1.93% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
19,439
shares
|
$5.84 Million
0.68% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
19,405
shares
|
$5.83 Million
1.34% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Oct 09, 2025 Q3 2025 |
19,396
shares
|
$5.83 Million
4.46% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
19,357
shares
|
$5.81 Million
0.25% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
19,333
shares
|
$5.81 Million
0.99% of portfolio
|
Q4 2023
Reduced 0.2%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
19,332
shares
|
$5.81 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.14%
|
|