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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
14,303
shares
|
$4.3 Million
0.7% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
14,297
shares
|
$4.29 Million
1.55% of portfolio
|
Q3 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
14,282
shares
|
$4.29 Million
1.23% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,277
shares
|
$4.29 Million
0.52% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
14,261
shares
|
$4.28 Million
1.87% of portfolio
|
Q4 2025
Reduced 4.7%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
14,235
shares
|
$4.28 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
14,226
shares
|
$4.27 Million
2.19% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
14,215
shares
|
$4.27 Million
1.76% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
14,209
shares
|
$4.27 Million
3.07% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
14,203
shares
|
$4.27 Million
0.9% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
14,194
shares
|
$4.26 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
14,184
shares
|
$4.26 Million
0.85% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
14,165
shares
|
$4.25 Million
0.56% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
14,163
shares
|
$4.25 Million
0.07% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
14,159
shares
|
$4.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 59.54%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
14,153
shares
|
$4.25 Million
0.19% of portfolio
|
Q3 2025
Added 104.32%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
14,149
shares
|
$4.25 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
14,148
shares
|
$4.25 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
14,135
shares
|
$4.25 Million
3.17% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
14,115
shares
|
$4.24 Million
1.19% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
14,092
shares
|
$4.23 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
14,090
shares
|
$4.23 Million
1.11% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
14,082
shares
|
$4.23 Million
1.39% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Nov 13, 2025 Q3 2025 |
14,063
shares
|
$4.22 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
14,028
shares
|
$4.21 Million
1.18% of portfolio
|
Q3 2025
Reduced 4.1%
|
|