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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
340,719
shares
|
$102 Million
2.32% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 07, 2025 Q3 2025 |
340,025
shares
|
$102 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
339,617
shares
|
$102 Million
1.75% of portfolio
|
Q3 2025
Added 27.34%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
337,623
shares
|
$101 Million
0.52% of portfolio
|
Q3 2025
Added 390.88%
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
334,830
shares
|
$101 Million
0.62% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
331,476
shares
|
$99.6 Million
3.66% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
330,217
shares
|
$99.2 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
328,596
shares
|
$98.7 Million
0.54% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
325,448
shares
|
$97.8 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
324,074
shares
|
$97.3 Million
2.52% of portfolio
|
Q3 2025
Reduced 34.43%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 17, 2025 Q3 2025 |
319,399
shares
|
$95.9 Million
2.37% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
318,594
shares
|
$95.7 Million
1.09% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
318,277
shares
|
$95.6 Million
0.89% of portfolio
|
Q3 2025
Reduced 15.89%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
316,682
shares
|
$95.1 Million
3.44% of portfolio
|
Q2 2023
Added 1.05%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
316,470
shares
|
$95.1 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
316,069
shares
|
$94.9 Million
2.17% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
314,275
shares
|
$94.4 Million
1.32% of portfolio
|
Q3 2025
Added 30.8%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
311,570
shares
|
$93.6 Million
2.4% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
309,136
shares
|
$92.9 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
309,113
shares
|
$92.8 Million
2.78% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
308,073
shares
|
$92.5 Million
0.14% of portfolio
|
Q3 2025
Added 61.28%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
307,760
shares
|
$92.4 Million
0.76% of portfolio
|
Q3 2025
Added 34.92%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
306,472
shares
|
$92.1 Million
1.13% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
306,067
shares
|
$91.9 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
304,932
shares
|
$91.6 Million
2.52% of portfolio
|
Q3 2025
Added 1337.54%
|
|