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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
242,098
shares
|
$72.7 Million
0.53% of portfolio
|
Q3 2025
Added 22.79%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
241,816
shares
|
$72.6 Million
6.54% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
240,887
shares
|
$72.4 Million
3.22% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Seizert Capital Partners, LLC
|
Oct 29, 2025 Q3 2025 |
239,619
shares
|
$72 Million
3.41% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
239,509
shares
|
$71.9 Million
1.36% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
238,930
shares
|
$71.8 Million
1.56% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
238,884
shares
|
$71.8 Million
1.62% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
238,416
shares
|
$71.6 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
236,747
shares
|
$71.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 24.8%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
236,539
shares
|
$71 Million
1.36% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
236,172
shares
|
$70.9 Million
0.22% of portfolio
|
Q2 2023
Reduced 73.9%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
235,406
shares
|
$70.7 Million
5.8% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
233,593
shares
|
$70.2 Million
1.58% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
231,368
shares
|
$69.5 Million
1.26% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
230,055
shares
|
$69.1 Million
2.45% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
229,560
shares
|
$69 Million
0.67% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
229,307
shares
|
$68.9 Million
0.64% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
229,006
shares
|
$68.8 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
228,573
shares
|
$68.7 Million
2.14% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
227,851
shares
|
$68.4 Million
0.74% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
227,521
shares
|
$68.3 Million
2.59% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Oct 17, 2025 Q3 2025 |
227,048
shares
|
$68.2 Million
1.47% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Argent Capital Management LLC
|
Jan 05, 2026 Q4 2025 |
226,763
shares
|
$68.1 Million
1.89% of portfolio
|
Q4 2025
Reduced 3.04%
|
|
|
Ceredex Value Advisors LLC
|
Nov 14, 2025 Q3 2025 |
225,911
shares
|
$67.9 Million
1.73% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
225,586
shares
|
$67.8 Million
1.19% of portfolio
|
Q3 2025
Added 0.41%
|
|