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 |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
118,265
shares
|
$35.5 Million
1.98% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
117,797
shares
|
$35.4 Million
0.85% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Woodbridge CO LTD
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
117,593
shares
|
$35.3 Million
5.94% of portfolio
|
Q2 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
117,034
shares
|
$35.2 Million
0.66% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
116,109
shares
|
$34.9 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
115,621
shares
|
$34.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
115,307
shares
|
$34.6 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
114,884
shares
|
$34.5 Million
8.59% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
114,616
shares
|
$34.4 Million
0.94% of portfolio
|
Q3 2025
Added 33.74%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
114,535
shares
|
$34.4 Million
3.04% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
114,234
shares
|
$34.3 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
113,918
shares
|
$34.2 Million
2.18% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
113,054
shares
|
$34 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
112,796
shares
|
$33.9 Million
5.12% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 17, 2025 Q3 2025 |
112,785
shares
|
$33.9 Million
6.27% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
112,428
shares
|
$33.8 Million
0.79% of portfolio
|
Q1 2024
Reduced 21.92%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
111,895
shares
|
$33.6 Million
3.5% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
111,860
shares
|
$33.6 Million
2.55% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
111,857
shares
|
$33.6 Million
4.56% of portfolio
|
Q3 2025
Added 1508.06%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
111,734
shares
|
$33.6 Million
2.62% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
111,715
shares
|
$33.6 Million
1.35% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
111,493
shares
|
$33.5 Million
3.79% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
110,720
shares
|
$33.3 Million
5.3% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
110,680
shares
|
$33.2 Million
3.05% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
110,636
shares
|
$33.2 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.13%
|
|