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 5,441 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 |
|---|---|---|---|---|---|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
131,459
shares
|
$39.5 Million
2.99% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
131,018
shares
|
$39.4 Million
0.88% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
131,010
shares
|
$39.4 Million
0.81% of portfolio
|
Q3 2025
Added 35.8%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
130,373
shares
|
$39.2 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
130,310
shares
|
$39.1 Million
1.87% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
129,038
shares
|
$38.8 Million
0.42% of portfolio
|
Q3 2025
Added 26.88%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
128,783
shares
|
$38.7 Million
0.9% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
128,430
shares
|
$38.6 Million
2.96% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
128,313
shares
|
$38.5 Million
7.88% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
128,184
shares
|
$38.5 Million
3.1% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
127,887
shares
|
$38.4 Million
1.49% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
127,862
shares
|
$38.4 Million
1.44% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
127,508
shares
|
$38.3 Million
1.43% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
127,377
shares
|
$38.3 Million
0.72% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
127,357
shares
|
$38.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
127,189
shares
|
$38.2 Million
1.84% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
127,112
shares
|
$38.2 Million
2.7% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
126,581
shares
|
$38 Million
1.19% of portfolio
|
Q3 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
126,034
shares
|
$37.9 Million
0.65% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
125,952
shares
|
$37.8 Million
0.39% of portfolio
|
Q3 2022
Added 1.07%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
125,550
shares
|
$37.7 Million
1.23% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
125,529
shares
|
$37.7 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
125,406
shares
|
$37.7 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
125,270
shares
|
$37.6 Million
1.24% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
125,066
shares
|
$37.6 Million
5.57% of portfolio
|
Q1 2024
New holding
|
|