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 |
|---|---|---|---|---|---|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
97,850
shares
|
$29.4 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
97,813
shares
|
$29.4 Million
2.74% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
97,707
shares
|
$29.3 Million
2.67% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
97,694
shares
|
$29.3 Million
0.43% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
97,650
shares
|
$29.3 Million
1.16% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
97,494
shares
|
$29.3 Million
0.63% of portfolio
|
Q3 2023
Added 68.28%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
97,282
shares
|
$29.2 Million
0.78% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
97,138
shares
|
$29.2 Million
4.15% of portfolio
|
Q4 2025
Reduced 3.98%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
97,039
shares
|
$29.1 Million
1.35% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
96,673
shares
|
$29 Million
2.31% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
96,573
shares
|
$29 Million
1.9% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
96,494
shares
|
$29 Million
3.34% of portfolio
|
Q3 2023
Reduced 13.81%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
96,489
shares
|
$29 Million
0.14% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
96,483
shares
|
$29 Million
0.28% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
96,206
shares
|
$28.9 Million
1.5% of portfolio
|
Q2 2022
Reduced 1.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
96,146
shares
|
$28.9 Million
0.45% of portfolio
|
Q4 2023
Added 2.71%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
95,989
shares
|
$28.8 Million
1.66% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
95,923
shares
|
$28.8 Million
0.04% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
95,821
shares
|
$28.8 Million
2.0% of portfolio
|
Q4 2025
Added 3.49%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
95,143
shares
|
$28.6 Million
1.26% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
94,926
shares
|
$28.5 Million
2.22% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Courant Investment Management LLC
|
Oct 30, 2025 Q3 2025 |
94,897
shares
|
$28.5 Million
23.72% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
94,844
shares
|
$28.5 Million
0.48% of portfolio
|
Q2 2023
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
94,796
shares
|
$28.5 Million
0.8% of portfolio
|
Q2 2022
Reduced 9.25%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
94,254
shares
|
$28.3 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.94%
|
|