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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
147,881
shares
|
$44.4 Million
0.8% of portfolio
|
Q3 2021
Added 3.32%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
147,344
shares
|
$44.3 Million
2.58% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
146,551
shares
|
$44 Million
2.8% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
146,348
shares
|
$44 Million
4.63% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
145,699
shares
|
$43.8 Million
0.59% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
145,306
shares
|
$43.6 Million
2.59% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2025 Q3 2025 |
145,304
shares
|
$43.6 Million
2.74% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
144,907
shares
|
$43.5 Million
4.06% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
144,300
shares
|
$43.3 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
144,056
shares
|
$43.3 Million
2.07% of portfolio
|
Q3 2025
Added 1227.34%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
143,955
shares
|
$43.2 Million
0.81% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
143,363
shares
|
$43.1 Million
1.16% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
143,121
shares
|
$43 Million
3.55% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
142,850
shares
|
$42.9 Million
0.43% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
142,585
shares
|
$42.8 Million
2.65% of portfolio
|
Q4 2024
Reduced 26.54%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
142,286
shares
|
$42.7 Million
2.83% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
141,681
shares
|
$42.6 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
141,387
shares
|
$42.5 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
140,328
shares
|
$42.2 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
140,267
shares
|
$42.1 Million
0.53% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Central Securities Corp
New York, NY |
Nov 12, 2025 Q3 2025 |
140,000
shares
|
$42.1 Million
3.74% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
139,720
shares
|
$42 Million
0.54% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
139,061
shares
|
$41.8 Million
2.31% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
138,783
shares
|
$41.7 Million
4.29% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
138,735
shares
|
$41.7 Million
0.17% of portfolio
|
Q3 2025
Reduced 37.22%
|
|