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 |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
15,921
shares
|
$4.78 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
15,890
shares
|
$4.77 Million
1.16% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
15,880
shares
|
$4.77 Million
2.13% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
15,852
shares
|
$4.76 Million
1.03% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
15,838
shares
|
$4.76 Million
1.14% of portfolio
|
Q4 2025
Reduced 4.57%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
15,829
shares
|
$4.75 Million
0.63% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
15,817
shares
|
$4.75 Million
2.56% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
15,788
shares
|
$4.74 Million
1.83% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
15,715
shares
|
$4.72 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
15,685
shares
|
$4.71 Million
1.03% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
15,683
shares
|
$4.71 Million
1.19% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
15,681
shares
|
$4.71 Million
3.9% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
15,680
shares
|
$4.71 Million
0.73% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
15,656
shares
|
$4.7 Million
0.55% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
15,634
shares
|
$4.7 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
15,616
shares
|
$4.69 Million
1.08% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
15,587
shares
|
$4.68 Million
0.73% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
15,582
shares
|
$4.68 Million
0.82% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
15,560
shares
|
$4.67 Million
1.21% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
15,540
shares
|
$4.67 Million
2.43% of portfolio
|
Q4 2025
Reduced 3.31%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
15,538
shares
|
$4.67 Million
1.16% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
15,505
shares
|
$4.66 Million
2.27% of portfolio
|
Q2 2023
Reduced 26.95%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
15,491
shares
|
$4.65 Million
0.94% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
15,486
shares
|
$4.65 Million
2.84% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
15,476
shares
|
$4.65 Million
0.72% of portfolio
|
Q3 2025
Added 13.27%
|
|