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 5,436 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 $590 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
265,602
shares
|
$79.8 Million
0.65% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
265,430
shares
|
$79.7 Million
0.63% of portfolio
|
Q3 2025
Added 34.46%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
264,655
shares
|
$79.5 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
264,083
shares
|
$79.3 Million
2.98% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
263,716
shares
|
$79.2 Million
0.78% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
262,461
shares
|
$78.8 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
257,719
shares
|
$77.4 Million
1.99% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
256,918
shares
|
$77.2 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
256,647
shares
|
$77.1 Million
0.86% of portfolio
|
Q3 2025
Added 18.86%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
256,450
shares
|
$77 Million
3.03% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
255,476
shares
|
$76.7 Million
1.14% of portfolio
|
Q3 2025
Reduced 47.16%
|
|
|
Tom Gayner
Markel Corp
|
Oct 31, 2025 Q3 2025 |
252,550
shares
|
$75.9 Million
0.72% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
251,538
shares
|
$75.6 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
251,173
shares
|
$75.4 Million
1.21% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
250,902
shares
|
$75.4 Million
4.43% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
250,756
shares
|
$75.3 Million
2.25% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
249,128
shares
|
$74.8 Million
0.59% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
248,975
shares
|
$74.8 Million
1.37% of portfolio
|
Q1 2023
Reduced 3.26%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2025 Q3 2025 |
248,590
shares
|
$74.7 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
247,967
shares
|
$74.5 Million
1.2% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
246,141
shares
|
$73.9 Million
1.87% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Todd Asset Management LLC
|
Nov 07, 2025 Q3 2025 |
246,126
shares
|
$73.9 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
245,931
shares
|
$73.9 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
244,691
shares
|
$73.5 Million
1.35% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
244,053
shares
|
$73.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.39%
|
|