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 |
|---|---|---|---|---|---|
|
Dkrt Investments Corp.
Toronto, |
Nov 12, 2025 Q3 2025 |
125,000
shares
|
$37.5 Million
9.47% of portfolio
|
Q2 2025
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
124,964
shares
|
$37.5 Million
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
124,804
shares
|
$37.5 Million
1.91% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
124,042
shares
|
$37.3 Million
3.15% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
123,525
shares
|
$37.1 Million
3.99% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
123,172
shares
|
$37 Million
2.23% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
122,953
shares
|
$36.9 Million
2.63% of portfolio
|
Q3 2025
Reduced 18.1%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
122,878
shares
|
$36.9 Million
2.54% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
122,663
shares
|
$36.8 Million
2.66% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
122,388
shares
|
$36.8 Million
1.24% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
122,309
shares
|
$36.7 Million
2.36% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
121,810
shares
|
$36.6 Million
4.01% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
121,511
shares
|
$36.5 Million
0.42% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
121,506
shares
|
$36.5 Million
0.96% of portfolio
|
Q2 2022
Added 0.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
120,900
shares
|
$36.3 Million
0.76% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
120,795
shares
|
$36.3 Million
0.24% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2025 Q3 2025 |
120,350
shares
|
$36.1 Million
4.27% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
120,133
shares
|
$36.1 Million
3.59% of portfolio
|
Q4 2020
Added 0.9%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
120,040
shares
|
$36.1 Million
0.54% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
119,793
shares
|
$36 Million
0.22% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Hosking Partners LLP
|
Oct 23, 2025 Q3 2025 |
119,670
shares
|
$35.9 Million
1.43% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
119,400
shares
|
$35.9 Million
2.76% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
119,078
shares
|
$35.8 Million
4.5% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
First Long Island Investors, LLC
|
Nov 12, 2025 Q3 2025 |
118,783
shares
|
$35.7 Million
2.79% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
118,349
shares
|
$35.5 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|