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 |
|---|---|---|---|---|---|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
16,874
shares
|
$5.07 Million
1.19% of portfolio
|
Q3 2025
Added 26.13%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
16,861
shares
|
$5.06 Million
1.89% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
16,860
shares
|
$5.06 Million
3.5% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
16,852
shares
|
$5.06 Million
1.29% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
16,842
shares
|
$5.06 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.76%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
16,826
shares
|
$5.05 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
16,816
shares
|
$5.05 Million
2.18% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
16,763
shares
|
$5.04 Million
4.21% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
16,711
shares
|
$5.02 Million
1.61% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
16,711
shares
|
$5.02 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
16,701
shares
|
$5.02 Million
4.5% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
16,698
shares
|
$5.02 Million
1.89% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
16,692
shares
|
$5.01 Million
1.42% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
16,662
shares
|
$5 Million
2.43% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
16,639
shares
|
$5 Million
3.57% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
16,625
shares
|
$4.99 Million
1.47% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
16,622
shares
|
$4.99 Million
0.73% of portfolio
|
Q2 2022
Reduced 2.84%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
16,622
shares
|
$4.99 Million
2.6% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
16,612
shares
|
$4.99 Million
2.78% of portfolio
|
Q4 2023
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
16,593
shares
|
$4.98 Million
0.39% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
16,582
shares
|
$4.98 Million
2.39% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
16,530
shares
|
$4.97 Million
0.43% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Kp Management LLC
Edina, MN |
Nov 14, 2025 Q3 2025 |
16,527
shares
|
$4.96 Million
1.65% of portfolio
|
Q2 2025
Added 267.27%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
16,499
shares
|
$4.96 Million
0.66% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
16,474
shares
|
$4.95 Million
0.42% of portfolio
|
Q3 2025
Added 3.23%
|
|