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 |
|---|---|---|---|---|---|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
15,111
shares
|
$4.54 Million
1.88% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
15,107
shares
|
$4.54 Million
4.99% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
15,101
shares
|
$4.54 Million
1.14% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
15,070
shares
|
$4.53 Million
1.72% of portfolio
|
Q4 2025
Reduced 2.58%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
15,065
shares
|
$4.53 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
15,056
shares
|
$4.52 Million
0.33% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
15,046
shares
|
$4.52 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
15,035
shares
|
$4.52 Million
0.63% of portfolio
|
Q3 2025
Added 95.36%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
15,025
shares
|
$4.51 Million
3.36% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
15,022
shares
|
$4.51 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
15,018
shares
|
$4.51 Million
2.77% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Bleichroeder LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$4.51 Million
1.27% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,993
shares
|
$4.5 Million
0.18% of portfolio
|
Q3 2025
Added 43.76%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
14,981
shares
|
$4.5 Million
0.23% of portfolio
|
Q3 2025
Added 137.19%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
14,953
shares
|
$4.49 Million
2.49% of portfolio
|
Q4 2025
Reduced 4.29%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
14,934
shares
|
$4.49 Million
1.64% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
14,912
shares
|
$4.48 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
14,900
shares
|
$4.48 Million
1.31% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
14,894
shares
|
$4.47 Million
1.57% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
14,880
shares
|
$4.47 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
14,873
shares
|
$4.47 Million
0.67% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
14,861
shares
|
$4.46 Million
1.42% of portfolio
|
Q3 2025
Added 25.67%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
14,833
shares
|
$4.46 Million
3.07% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
14,830
shares
|
$4.45 Million
3.32% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
14,791
shares
|
$4.44 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.22%
|
|