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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
94,245
shares
|
$28.3 Million
2.55% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
94,234
shares
|
$28.3 Million
0.1% of portfolio
|
Q3 2022
Added 29.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
94,026
shares
|
$28.2 Million
0.7% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
93,945
shares
|
$28.2 Million
3.24% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
93,552
shares
|
$28.1 Million
0.58% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
93,252
shares
|
$28 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
93,173
shares
|
$28 Million
2.1% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Thornburg Investment Management Inc
|
Nov 12, 2025 Q3 2025 |
93,156
shares
|
$28 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
93,008
shares
|
$27.9 Million
0.44% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
92,945
shares
|
$27.9 Million
0.69% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
92,850
shares
|
$27.9 Million
1.3% of portfolio
|
Q3 2025
Added 30.69%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
92,584
shares
|
$27.8 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
92,520
shares
|
$27.8 Million
0.96% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
92,516
shares
|
$27.8 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
92,429
shares
|
$27.8 Million
0.76% of portfolio
|
Q4 2025
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
92,290
shares
|
$27.7 Million
1.06% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
91,968
shares
|
$27.6 Million
0.48% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
91,912
shares
|
$27.6 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Exane Asset Management
|
Nov 03, 2025 Q3 2025 |
91,874
shares
|
$27.6 Million
19.88% of portfolio
|
Q3 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
91,639
shares
|
$27.5 Million
1.82% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
91,534
shares
|
$27.5 Million
0.89% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
91,402
shares
|
$27.5 Million
2.98% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
91,273
shares
|
$27.4 Million
0.71% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
91,188
shares
|
$27.4 Million
4.44% of portfolio
|
Q3 2022
Reduced 1.56%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
91,107
shares
|
$27.4 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.17%
|
|