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 |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
373,446
shares
|
$112 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
372,238
shares
|
$112 Million
2.32% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
370,344
shares
|
$111 Million
1.72% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
370,295
shares
|
$111 Million
2.12% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
370,219
shares
|
$111 Million
1.36% of portfolio
|
Q1 2023
Reduced 4.74%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
367,591
shares
|
$110 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
367,362
shares
|
$110 Million
1.77% of portfolio
|
Q4 2022
Reduced 19.34%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
367,126
shares
|
$110 Million
0.53% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
365,087
shares
|
$110 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
364,523
shares
|
$109 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
363,815
shares
|
$109 Million
1.36% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
363,415
shares
|
$109 Million
0.59% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
361,531
shares
|
$109 Million
0.37% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
360,362
shares
|
$108 Million
2.12% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
357,936
shares
|
$108 Million
3.41% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
357,899
shares
|
$108 Million
0.27% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
356,996
shares
|
$107 Million
0.84% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
355,384
shares
|
$107 Million
7.18% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
354,677
shares
|
$107 Million
3.61% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
354,189
shares
|
$106 Million
0.74% of portfolio
|
Q3 2024
Reduced 67.18%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
353,632
shares
|
$106 Million
4.88% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
351,960
shares
|
$106 Million
1.23% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
347,486
shares
|
$104 Million
5.57% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
343,510
shares
|
$103 Million
3.75% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
341,804
shares
|
$103 Million
0.8% of portfolio
|
Q3 2025
Reduced 3.48%
|
|