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 |
|---|---|---|---|---|---|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
138,644
shares
|
$41.6 Million
2.38% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
138,246
shares
|
$41.5 Million
0.95% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
137,687
shares
|
$41.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 30.79%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
137,479
shares
|
$41.3 Million
3.02% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Wilsey Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
137,477
shares
|
$41.3 Million
6.64% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
137,046
shares
|
$41.2 Million
2.9% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Oct 27, 2025 Q3 2025 |
136,455
shares
|
$41 Million
3.16% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
136,205
shares
|
$40.9 Million
1.82% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
136,139
shares
|
$40.9 Million
2.03% of portfolio
|
Q3 2025
Added 91.87%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
135,608
shares
|
$40.7 Million
2.17% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
135,592
shares
|
$40.7 Million
6.64% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
135,565
shares
|
$40.7 Million
2.86% of portfolio
|
Q3 2025
Added 54.45%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
135,446
shares
|
$40.7 Million
0.55% of portfolio
|
Q3 2025
Reduced 68.19%
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
134,884
shares
|
$40.5 Million
2.22% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
134,520
shares
|
$40.4 Million
2.67% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
134,457
shares
|
$40.4 Million
2.12% of portfolio
|
Q4 2022
Reduced 1.13%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
133,706
shares
|
$40.2 Million
0.8% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
133,252
shares
|
$40 Million
0.92% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
133,210
shares
|
$40 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
132,798
shares
|
$39.9 Million
1.13% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
132,583
shares
|
$39.8 Million
0.52% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
132,443
shares
|
$39.8 Million
0.73% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
132,412
shares
|
$39.8 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
132,177
shares
|
$39.7 Million
5.14% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
132,000
shares
|
$39.6 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|