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 |
|---|---|---|---|---|---|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
16,462
shares
|
$4.94 Million
2.71% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
16,446
shares
|
$4.94 Million
0.24% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
16,418
shares
|
$4.93 Million
0.75% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
16,414
shares
|
$4.93 Million
1.06% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
16,399
shares
|
$4.93 Million
3.16% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
16,396
shares
|
$4.92 Million
0.9% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
16,353
shares
|
$4.91 Million
0.65% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
16,351
shares
|
$4.91 Million
1.57% of portfolio
|
Q1 2024
Reduced 30.37%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
16,346
shares
|
$4.91 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
16,335
shares
|
$4.91 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
16,334
shares
|
$4.91 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
16,294
shares
|
$4.89 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
16,273
shares
|
$4.89 Million
2.01% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
16,212
shares
|
$4.87 Million
4.17% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
16,163
shares
|
$4.85 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
16,134
shares
|
$4.85 Million
0.79% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,104
shares
|
$4.84 Million
0.47% of portfolio
|
Q2 2022
Reduced 27.86%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
16,080
shares
|
$4.83 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
16,048
shares
|
$4.82 Million
2.17% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
16,040
shares
|
$4.82 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
16,009
shares
|
$4.81 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
15,978
shares
|
$4.8 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
15,969
shares
|
$4.8 Million
1.38% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
15,931
shares
|
$4.79 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
15,931
shares
|
$4.79 Million
1.87% of portfolio
|
Q3 2025
Added 0.38%
|
|