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 |
|---|---|---|---|---|---|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Nov 04, 2025 Q3 2025 |
160,900
shares
|
$48.3 Million
0.39% of portfolio
|
Q2 2024
Reduced 12.98%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
159,400
shares
|
$47.9 Million
2.56% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
159,007
shares
|
$47.8 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
158,702
shares
|
$47.7 Million
0.43% of portfolio
|
Q4 2025
Added 1.8%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
158,527
shares
|
$47.6 Million
1.67% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
157,871
shares
|
$47.4 Million
0.52% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Fishman Jay A LTD
Troy, MI |
Nov 05, 2025 Q3 2025 |
157,772
shares
|
$47.4 Million
4.51% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
157,049
shares
|
$47.2 Million
0.78% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
156,625
shares
|
$47 Million
3.06% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
156,510
shares
|
$47 Million
0.57% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
156,383
shares
|
$47 Million
3.81% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
156,066
shares
|
$46.9 Million
3.55% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
155,871
shares
|
$46.8 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
154,038
shares
|
$46.3 Million
1.73% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
152,385
shares
|
$45.8 Million
2.46% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
152,192
shares
|
$45.7 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
Nov 13, 2025 Q3 2025 |
152,023
shares
|
$45.7 Million
0.74% of portfolio
|
Q2 2025
Added 26.42%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
151,880
shares
|
$45.6 Million
3.8% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
151,408
shares
|
$45.5 Million
1.54% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
151,177
shares
|
$45.4 Million
1.18% of portfolio
|
Q3 2025
Added 63.96%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
151,157
shares
|
$45.4 Million
1.15% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
150,980
shares
|
$45.3 Million
0.97% of portfolio
|
Q4 2023
New holding
|
|
|
Artemis Investment Management LLP
|
Nov 13, 2025 Q3 2025 |
150,825
shares
|
$45.3 Million
0.65% of portfolio
|
Q3 2025
Added 153.89%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
149,432
shares
|
$44.9 Million
1.23% of portfolio
|
Q3 2025
Added 16.76%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 06, 2025 Q3 2025 |
149,147
shares
|
$44.8 Million
2.04% of portfolio
|
Q3 2025
Added 0.61%
|
|