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 |
|---|---|---|---|---|---|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
177,600
shares
|
$53.3 Million
4.18% of portfolio
|
Q1 2025
New holding
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
177,397
shares
|
$53.3 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
177,290
shares
|
$53.3 Million
1.94% of portfolio
|
Q3 2025
Reduced 21.17%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
177,249
shares
|
$53.2 Million
1.51% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
177,085
shares
|
$53.2 Million
1.97% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
176,500
shares
|
$53 Million
1.08% of portfolio
|
Q3 2025
Reduced 75.96%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
175,371
shares
|
$52.7 Million
2.86% of portfolio
|
Q3 2022
Reduced 0.28%
|
|
|
Senator Investment Group LP
New York, NY |
Nov 14, 2025 Q3 2025 |
175,000
shares
|
$52.6 Million
2.5% of portfolio
|
Q3 2025
Reduced 43.0%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
174,987
shares
|
$52.6 Million
1.57% of portfolio
|
Q3 2022
Added 1.22%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
174,372
shares
|
$52.4 Million
1.56% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
173,887
shares
|
$52.2 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
173,552
shares
|
$52.1 Million
0.87% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
173,117
shares
|
$52 Million
1.46% of portfolio
|
Q2 2024
Added 5.35%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
172,824
shares
|
$51.9 Million
1.52% of portfolio
|
Q3 2025
Reduced 20.61%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
172,770
shares
|
$51.9 Million
5.04% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
172,518
shares
|
$51.8 Million
2.76% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
172,200
shares
|
$51.7 Million
1.82% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
171,535
shares
|
$51.5 Million
2.18% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
171,410
shares
|
$51.5 Million
5.26% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 14, 2025 Q3 2025 |
170,800
shares
|
$51.3 Million
4.47% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
170,702
shares
|
$51.3 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
170,345
shares
|
$51.2 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Nov 13, 2025 Q3 2025 |
170,000
shares
|
$51.1 Million
0.72% of portfolio
|
Q3 2025
Reduced 53.04%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
169,553
shares
|
$50.9 Million
2.4% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
169,325
shares
|
$50.9 Million
1.23% of portfolio
|
Q3 2024
Reduced 11.59%
|
|