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 5,434 institutions that hold shares in the stock, with a total of 1.96 Billion shares, which have been reported (via 13F filing form) to have a value of $588 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
764
shares
|
$229,482
0.11% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
761
shares
|
$228,581
0.13% of portfolio
|
Q4 2025
Reduced 2.81%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
761
shares
|
$228,581
0.19% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
754
shares
|
$226,478
0.03% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
754
shares
|
$226,478
0.19% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
751
shares
|
$225,577
0.02% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Clark Estates Inc
New York, NY |
Nov 10, 2025 Q3 2025 |
750
shares
|
$225,277
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
748
shares
|
$224,676
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
748
shares
|
$224,676
0.11% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 25, 2025 Q3 2025 |
747
shares
|
$224,376
0.08% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
744
shares
|
$223,475
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
743
shares
|
$223,174
0.08% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
743
shares
|
$223,174
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
743
shares
|
$223,174
0.09% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
741
shares
|
$222,574
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
741
shares
|
$222,574
0.09% of portfolio
|
Q2 2024
Reduced 88.18%
|
|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
740
shares
|
$222,273
0.06% of portfolio
|
Q3 2025
Reduced 18.23%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
740
shares
|
$222,273
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Nov 10, 2025 Q3 2025 |
739
shares
|
$221,973
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
738
shares
|
$221,673
0.18% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
735
shares
|
$220,771
0.07% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
733
shares
|
$220,171
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
726
shares
|
$218,068
0.15% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Nov 04, 2025 Q3 2025 |
725
shares
|
$217,768
0.24% of portfolio
|
Q3 2025
Reduced 19.44%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
724
shares
|
$217,467
0.08% of portfolio
|
Q3 2025
Reduced 1.09%
|
|