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 |
|---|---|---|---|---|---|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
15,469
shares
|
$4.65 Million
0.32% of portfolio
|
Q3 2025
Added 24.74%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
15,468
shares
|
$4.65 Million
1.64% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
15,465
shares
|
$4.65 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
15,456
shares
|
$4.64 Million
1.65% of portfolio
|
Q4 2025
Reduced 16.67%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
15,439
shares
|
$4.64 Million
2.6% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
15,422
shares
|
$4.63 Million
2.04% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
15,412
shares
|
$4.63 Million
0.32% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
15,409
shares
|
$4.63 Million
1.5% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15,408
shares
|
$4.63 Million
1.1% of portfolio
|
Q3 2023
Added 2.4%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
15,373
shares
|
$4.62 Million
3.26% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
15,327
shares
|
$4.6 Million
1.37% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
15,326
shares
|
$4.6 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,322
shares
|
$4.6 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
15,317
shares
|
$4.6 Million
4.02% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
15,300
shares
|
$4.6 Million
2.77% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
15,288
shares
|
$4.59 Million
1.11% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
15,251
shares
|
$4.58 Million
1.25% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
15,241
shares
|
$4.58 Million
1.34% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
15,200
shares
|
$4.57 Million
1.66% of portfolio
|
Q4 2025
Added 2.51%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
15,195
shares
|
$4.56 Million
0.34% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
15,190
shares
|
$4.56 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
15,165
shares
|
$4.56 Million
0.5% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
15,153
shares
|
$4.55 Million
0.91% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
15,151
shares
|
$4.55 Million
0.93% of portfolio
|
Q4 2025
Reduced 4.25%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
15,147
shares
|
$4.55 Million
0.48% of portfolio
|
Q3 2025
Reduced 4.9%
|
|