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 |
|---|---|---|---|---|---|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
224,723
shares
|
$67.5 Million
4.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
223,884
shares
|
$67.2 Million
1.37% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
222,214
shares
|
$66.7 Million
0.86% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
222,193
shares
|
$66.7 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
219,025
shares
|
$65.8 Million
2.27% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
218,234
shares
|
$65.6 Million
1.21% of portfolio
|
Q4 2023
Added 2.37%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
218,190
shares
|
$65.5 Million
1.96% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
218,063
shares
|
$65.5 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2025 Q3 2025 |
216,674
shares
|
$65.1 Million
0.64% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
216,613
shares
|
$65.1 Million
1.2% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
216,584
shares
|
$65.1 Million
0.85% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
215,489
shares
|
$64.7 Million
1.94% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
215,223
shares
|
$64.6 Million
1.7% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
211,479
shares
|
$63.5 Million
2.95% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
210,881
shares
|
$63.3 Million
2.96% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
210,850
shares
|
$63.3 Million
2.21% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
209,217
shares
|
$62.8 Million
1.29% of portfolio
|
Q3 2025
Added 24.67%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
209,011
shares
|
$62.8 Million
1.88% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Pm Capital LTD
|
Oct 19, 2023 Q3 2023 |
208,929
shares
|
$62.8 Million
9.31% of portfolio
|
Q3 2023
Reduced 22.38%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
207,470
shares
|
$62.3 Million
0.89% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
207,041
shares
|
$62.2 Million
4.86% of portfolio
|
Q3 2025
Added 16113.08%
|
|
|
Marsico Capital Management LLC
Denver, CO |
Nov 12, 2025 Q3 2025 |
206,116
shares
|
$61.9 Million
1.81% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
205,832
shares
|
$61.8 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
205,734
shares
|
$61.8 Million
0.51% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
205,464
shares
|
$61.7 Million
4.11% of portfolio
|
Q3 2025
Reduced 0.2%
|
|