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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
14,773
shares
|
$4.44 Million
0.85% of portfolio
|
Q4 2025
Added 4.85%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
14,765
shares
|
$4.43 Million
0.27% of portfolio
|
Q3 2025
Reduced 61.77%
|
|
|
Boit C F David
Boston, MA |
Jan 15, 2026 Q4 2025 |
14,751
shares
|
$4.43 Million
2.03% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
14,704
shares
|
$4.42 Million
0.13% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
14,682
shares
|
$4.41 Million
7.57% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
14,663
shares
|
$4.4 Million
0.89% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
14,622
shares
|
$4.39 Million
3.43% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
14,614
shares
|
$4.39 Million
2.88% of portfolio
|
Q3 2025
Reduced 24.46%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
14,605
shares
|
$4.39 Million
3.18% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
14,597
shares
|
$4.38 Million
2.1% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,577
shares
|
$4.38 Million
1.57% of portfolio
|
Q3 2025
Added 77.23%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
14,571
shares
|
$4.38 Million
3.25% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
14,566
shares
|
$4.38 Million
0.56% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
14,554
shares
|
$4.37 Million
0.76% of portfolio
|
Q4 2025
Added 14.64%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
14,538
shares
|
$4.37 Million
1.9% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
14,529
shares
|
$4.36 Million
1.98% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
14,524
shares
|
$4.36 Million
1.4% of portfolio
|
Q1 2025
Added 55.77%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
14,513
shares
|
$4.36 Million
0.04% of portfolio
|
Q3 2025
Added 40.79%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
14,490
shares
|
$4.35 Million
2.96% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
14,483
shares
|
$4.35 Million
0.93% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
14,479
shares
|
$4.35 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
14,397
shares
|
$4.32 Million
0.4% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
14,372
shares
|
$4.32 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
14,366
shares
|
$4.32 Million
2.4% of portfolio
|
Q3 2025
Added 896.95%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
14,338
shares
|
$4.31 Million
1.57% of portfolio
|
Q4 2024
Added 17.09%
|
|