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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
18,855
shares
|
$5.66 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
18,851
shares
|
$5.66 Million
1.26% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
18,839
shares
|
$5.66 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
18,793
shares
|
$5.64 Million
2.39% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
18,767
shares
|
$5.64 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
18,713
shares
|
$5.62 Million
4.83% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
18,705
shares
|
$5.62 Million
1.45% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
18,697
shares
|
$5.62 Million
2.18% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
18,685
shares
|
$5.61 Million
1.12% of portfolio
|
Q3 2025
Added 180.47%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
18,684
shares
|
$5.61 Million
0.86% of portfolio
|
Q4 2025
Added 68.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
18,673
shares
|
$5.61 Million
0.5% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
18,661
shares
|
$5.61 Million
3.05% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
18,642
shares
|
$5.6 Million
0.59% of portfolio
|
Q3 2025
Added 24.47%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
18,635
shares
|
$5.6 Million
0.69% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
18,624
shares
|
$5.59 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
18,593
shares
|
$5.58 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Hedeker Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
18,583
shares
|
$5.58 Million
1.31% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
18,572
shares
|
$5.58 Million
0.43% of portfolio
|
Q3 2025
Added 69.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
18,541
shares
|
$5.57 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.62%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
18,523
shares
|
$5.56 Million
2.14% of portfolio
|
Q3 2025
Reduced 14.62%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
18,478
shares
|
$5.55 Million
1.67% of portfolio
|
Q4 2025
Added 27.26%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
18,470
shares
|
$5.55 Million
2.09% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
18,430
shares
|
$5.54 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
18,428
shares
|
$5.54 Million
0.67% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
18,405
shares
|
$5.53 Million
2.98% of portfolio
|
Q3 2025
Reduced 4.62%
|
|