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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
110,608
shares
|
$33.2 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
110,405
shares
|
$33.2 Million
0.6% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
110,301
shares
|
$33.1 Million
1.69% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
110,277
shares
|
$33.1 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
110,049
shares
|
$33.1 Million
4.22% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
109,979
shares
|
$33 Million
1.46% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
109,787
shares
|
$33 Million
0.39% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
109,376
shares
|
$32.9 Million
3.99% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
109,271
shares
|
$32.8 Million
0.8% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
109,244
shares
|
$32.8 Million
5.17% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
109,234
shares
|
$32.8 Million
1.14% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
108,854
shares
|
$32.7 Million
1.38% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
108,567
shares
|
$32.6 Million
0.23% of portfolio
|
Q4 2025
Reduced 2.18%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2025 Q3 2025 |
108,558
shares
|
$32.6 Million
2.9% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
108,054
shares
|
$32.5 Million
1.3% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
107,700
shares
|
$32.3 Million
0.46% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
107,425
shares
|
$32.3 Million
1.86% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
107,276
shares
|
$32.2 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
106,982
shares
|
$32.1 Million
2.53% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
106,755
shares
|
$32.1 Million
0.62% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
105,874
shares
|
$31.8 Million
2.38% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
105,540
shares
|
$31.7 Million
10.29% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
105,419
shares
|
$31.7 Million
1.63% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
105,374
shares
|
$31.7 Million
1.71% of portfolio
|
Q4 2025
Reduced 5.9%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
104,857
shares
|
$31.5 Million
0.05% of portfolio
|
Q3 2025
Added 587.18%
|
|