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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
19,329
shares
|
$5.81 Million
0.38% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
19,319
shares
|
$5.8 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
19,299
shares
|
$5.8 Million
0.88% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
19,289
shares
|
$5.79 Million
1.04% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
19,285
shares
|
$5.79 Million
1.44% of portfolio
|
Q4 2025
Reduced 11.65%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
19,279
shares
|
$5.79 Million
1.32% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
19,273
shares
|
$5.79 Million
1.62% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
19,237
shares
|
$5.78 Million
1.74% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
19,207
shares
|
$5.77 Million
1.18% of portfolio
|
Q3 2025
Added 1221.89%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Nov 14, 2025 Q3 2025 |
19,098
shares
|
$5.74 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
19,070
shares
|
$5.73 Million
0.46% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
19,061
shares
|
$5.73 Million
1.76% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
19,055
shares
|
$5.72 Million
1.9% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
19,033
shares
|
$5.72 Million
4.97% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
19,022
shares
|
$5.71 Million
1.78% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
19,018
shares
|
$5.71 Million
1.25% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
19,016
shares
|
$5.71 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
19,015
shares
|
$5.71 Million
1.61% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
19,004
shares
|
$5.71 Million
1.16% of portfolio
|
Q3 2025
Added 26.83%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
19,000
shares
|
$5.71 Million
3.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
18,934
shares
|
$5.69 Million
0.53% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
18,892
shares
|
$5.67 Million
1.26% of portfolio
|
Q3 2025
Added 34.77%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,886
shares
|
$5.67 Million
0.94% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
18,880
shares
|
$5.67 Million
0.83% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
18,866
shares
|
$5.67 Million
4.01% of portfolio
|
Q4 2025
Added 0.41%
|
|