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 |
|---|---|---|---|---|---|
|
Edge Wealth Management LLC
|
Jan 12, 2026 Q4 2025 |
87,533
shares
|
$26.3 Million
5.42% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Addenda Capital Inc.
|
Oct 09, 2025 Q3 2025 |
87,509
shares
|
$26.3 Million
1.1% of portfolio
|
Q3 2025
Added 40.62%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
87,293
shares
|
$26.2 Million
2.36% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
86,984
shares
|
$26.1 Million
2.48% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
86,878
shares
|
$26.1 Million
2.31% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
86,675
shares
|
$26 Million
0.78% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
86,408
shares
|
$26 Million
2.69% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
86,091
shares
|
$25.9 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
86,048
shares
|
$25.8 Million
0.9% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
85,789
shares
|
$25.8 Million
2.81% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
85,768
shares
|
$25.8 Million
4.29% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
85,764
shares
|
$25.8 Million
1.05% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
85,673
shares
|
$25.7 Million
1.82% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
85,522
shares
|
$25.7 Million
0.12% of portfolio
|
Q3 2025
Added 156.75%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
85,296
shares
|
$25.6 Million
1.05% of portfolio
|
Q3 2021
Added 2.11%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
85,149
shares
|
$25.6 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
85,149
shares
|
$25.6 Million
2.05% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
85,114
shares
|
$25.6 Million
0.66% of portfolio
|
Q3 2025
Added 97.13%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
85,006
shares
|
$25.5 Million
0.6% of portfolio
|
Q3 2025
Reduced 12.44%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
84,936
shares
|
$25.5 Million
1.83% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
84,886
shares
|
$25.5 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
84,597
shares
|
$25.4 Million
2.48% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 07, 2025 Q3 2025 |
84,305
shares
|
$25.3 Million
5.72% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
84,159
shares
|
$25.3 Million
0.41% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
84,095
shares
|
$25.3 Million
8.13% of portfolio
|
Q3 2025
Added 1.11%
|
|