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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
91,061
shares
|
$27.4 Million
2.59% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
90,990
shares
|
$27.3 Million
3.78% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
90,885
shares
|
$27.3 Million
0.79% of portfolio
|
Q3 2022
Reduced 33.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90,859
shares
|
$27.3 Million
0.4% of portfolio
|
Q2 2020
Reduced 16.94%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
90,857
shares
|
$27.3 Million
1.24% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
90,766
shares
|
$27.3 Million
3.26% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
90,518
shares
|
$27.2 Million
2.81% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
90,484
shares
|
$27.2 Million
1.29% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
90,432
shares
|
$27.2 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
90,332
shares
|
$27.1 Million
2.72% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
90,195
shares
|
$27.1 Million
0.34% of portfolio
|
Q3 2025
Added 71.73%
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
90,124
shares
|
$27.1 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Cincinnati Financial Corp
|
Nov 06, 2025 Q3 2025 |
90,000
shares
|
$27 Million
0.57% of portfolio
|
Q2 2019
Added 50.0%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
89,277
shares
|
$26.8 Million
0.53% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
89,194
shares
|
$26.8 Million
5.23% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
89,133
shares
|
$26.8 Million
0.89% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Dupont Capital Management Corp
|
Oct 20, 2025 Q3 2025 |
89,042
shares
|
$26.7 Million
2.95% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
88,956
shares
|
$26.7 Million
2.64% of portfolio
|
N/A
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
88,788
shares
|
$26.7 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
88,361
shares
|
$26.5 Million
0.99% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
88,060
shares
|
$26.5 Million
1.68% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
87,804
shares
|
$26.4 Million
2.1% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
87,764
shares
|
$26.4 Million
0.05% of portfolio
|
Q3 2025
Added 190.8%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jan 12, 2026 Q4 2025 |
87,737
shares
|
$26.4 Million
5.26% of portfolio
|
Q4 2025
Reduced 6.8%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
87,639
shares
|
$26.3 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.15%
|
|