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 5,442 institutions that hold shares in the stock, with a total of 1.97 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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
195,698
shares
|
$58.8 Million
2.44% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
194,984
shares
|
$58.6 Million
1.84% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
194,655
shares
|
$58.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 27.28%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
193,446
shares
|
$58.1 Million
1.17% of portfolio
|
Q4 2025
Added 2.68%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
193,062
shares
|
$58 Million
2.98% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
192,809
shares
|
$57.9 Million
5.27% of portfolio
|
Q3 2025
Reduced 42.97%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
192,679
shares
|
$57.9 Million
8.9% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
191,626
shares
|
$57.6 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
190,279
shares
|
$57.2 Million
2.5% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
189,885
shares
|
$57 Million
2.55% of portfolio
|
Q3 2025
Added 30.08%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
189,880
shares
|
$57 Million
0.59% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
188,895
shares
|
$56.7 Million
2.0% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
187,958
shares
|
$56.5 Million
3.89% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
187,952
shares
|
$56.5 Million
0.99% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Braun Stacey Associates Inc
|
Oct 21, 2025 Q3 2025 |
187,573
shares
|
$56.3 Million
2.1% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
186,466
shares
|
$56 Million
2.51% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
186,351
shares
|
$56 Million
3.24% of portfolio
|
Q3 2023
Reduced 3.25%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
185,884
shares
|
$55.8 Million
2.1% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
185,008
shares
|
$55.6 Million
2.05% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
184,604
shares
|
$55.4 Million
0.33% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
183,450
shares
|
$55.1 Million
3.0% of portfolio
|
Q2 2024
Reduced 19.1%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
182,987
shares
|
$55 Million
3.97% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
182,619
shares
|
$54.9 Million
1.07% of portfolio
|
Q3 2023
Added 7.88%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
181,965
shares
|
$54.7 Million
1.48% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
180,601
shares
|
$54.2 Million
1.08% of portfolio
|
Q3 2025
Added 2.88%
|
|