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 |
|---|---|---|---|---|---|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
13,647
shares
|
$4.1 Million
0.42% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
13,600
shares
|
$4.09 Million
1.36% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
13,577
shares
|
$4.08 Million
2.47% of portfolio
|
Q4 2025
Reduced 6.74%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
13,567
shares
|
$4.08 Million
1.39% of portfolio
|
Q3 2025
Added 79.32%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
13,555
shares
|
$4.07 Million
0.89% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,531
shares
|
$4.06 Million
0.97% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
13,527
shares
|
$4.06 Million
2.28% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
13,517
shares
|
$4.06 Million
0.47% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Account Management LLC
|
Nov 06, 2025 Q3 2025 |
13,513
shares
|
$4.06 Million
4.54% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
13,495
shares
|
$4.05 Million
2.52% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
13,491
shares
|
$4.05 Million
1.95% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
13,463
shares
|
$4.04 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
13,455
shares
|
$4.04 Million
3.31% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
13,432
shares
|
$4.03 Million
0.23% of portfolio
|
Q3 2023
Added 8.52%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
13,431
shares
|
$4.03 Million
2.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
13,426
shares
|
$4.03 Million
3.57% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
13,421
shares
|
$4.03 Million
0.27% of portfolio
|
Q2 2025
Added 34.7%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
13,390
shares
|
$4.02 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
13,382
shares
|
$4.02 Million
0.77% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,374
shares
|
$4.02 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
13,335
shares
|
$4.01 Million
1.12% of portfolio
|
Q4 2025
Reduced 8.17%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
13,334
shares
|
$4.01 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
13,327
shares
|
$4 Million
0.36% of portfolio
|
Q3 2025
Added 20.91%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
13,326
shares
|
$4 Million
1.53% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
13,325
shares
|
$4 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.77%
|
|