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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
169,224
shares
|
$50.8 Million
1.53% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
169,139
shares
|
$50.8 Million
0.06% of portfolio
|
Q3 2025
Added 56.3%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
169,084
shares
|
$50.8 Million
2.89% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
168,481
shares
|
$50.6 Million
2.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
168,316
shares
|
$50.6 Million
7.74% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
167,457
shares
|
$50.3 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
167,263
shares
|
$50.2 Million
2.27% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
167,087
shares
|
$50.2 Million
2.25% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
166,651
shares
|
$50.1 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Impax Asset Management Group PLC
|
Nov 06, 2025 Q3 2025 |
166,326
shares
|
$50 Million
0.35% of portfolio
|
Q3 2025
Reduced 18.67%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
165,864
shares
|
$49.8 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
165,715
shares
|
$49.8 Million
0.71% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
165,058
shares
|
$49.6 Million
2.02% of portfolio
|
Q3 2023
Added 1.58%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
164,386
shares
|
$49.4 Million
2.44% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
163,821
shares
|
$49.2 Million
1.48% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
163,589
shares
|
$49.1 Million
8.1% of portfolio
|
Q2 2025
Added 44.02%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
163,193
shares
|
$49 Million
3.09% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
162,871
shares
|
$48.9 Million
2.09% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
162,750
shares
|
$48.9 Million
4.26% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
162,108
shares
|
$48.7 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
161,904
shares
|
$48.6 Million
22.76% of portfolio
|
Q3 2025
Reduced 23.15%
|
|
|
Ns Partners LTD
|
Nov 13, 2025 Q3 2025 |
161,720
shares
|
$48.6 Million
1.98% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
161,218
shares
|
$48.4 Million
0.72% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
161,173
shares
|
$48.4 Million
1.57% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
160,947
shares
|
$48.3 Million
1.61% of portfolio
|
Q3 2025
Reduced 29.99%
|
|