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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
104,844
shares
|
$31.5 Million
1.38% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
104,353
shares
|
$31.3 Million
2.41% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
104,080
shares
|
$31.3 Million
1.02% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
103,939
shares
|
$31.2 Million
2.85% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
103,204
shares
|
$31 Million
1.79% of portfolio
|
Q3 2025
Reduced 19.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
103,074
shares
|
$31 Million
0.73% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
102,383
shares
|
$30.8 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
101,695
shares
|
$30.5 Million
2.0% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
101,629
shares
|
$30.5 Million
2.09% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
101,524
shares
|
$30.5 Million
1.18% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
101,264
shares
|
$30.4 Million
0.75% of portfolio
|
Q3 2025
Added 1749.23%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
100,983
shares
|
$30.3 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
100,518
shares
|
$30.2 Million
4.31% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
100,485
shares
|
$30.2 Million
2.89% of portfolio
|
Q3 2025
Added 1471.55%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
100,436
shares
|
$30.2 Million
0.71% of portfolio
|
Q4 2025
Added 1.23%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
99,857
shares
|
$30 Million
1.51% of portfolio
|
Q4 2023
Reduced 43.87%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
99,547
shares
|
$29.9 Million
3.81% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
99,334
shares
|
$29.8 Million
0.75% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
99,309
shares
|
$29.8 Million
3.18% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
99,225
shares
|
$29.8 Million
0.44% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
99,146
shares
|
$29.8 Million
1.26% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
99,053
shares
|
$29.8 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
98,703
shares
|
$29.6 Million
1.14% of portfolio
|
Q4 2025
Reduced 2.6%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
97,943
shares
|
$29.4 Million
1.88% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
97,875
shares
|
$29.4 Million
0.98% of portfolio
|
Q2 2022
Reduced -0.0%
|
|