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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
84,001
shares
|
$25.2 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
83,796
shares
|
$25.2 Million
0.47% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
83,307
shares
|
$25 Million
1.29% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
83,147
shares
|
$25 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
83,104
shares
|
$25 Million
3.32% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
83,043
shares
|
$24.9 Million
1.29% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
82,718
shares
|
$24.8 Million
1.55% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
82,385
shares
|
$24.7 Million
1.46% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
82,145
shares
|
$24.7 Million
1.42% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
82,130
shares
|
$24.7 Million
3.28% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
81,848
shares
|
$24.6 Million
2.92% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
81,811
shares
|
$24.6 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
81,723
shares
|
$24.5 Million
2.62% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
81,249
shares
|
$24.4 Million
0.97% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
81,232
shares
|
$24.4 Million
1.69% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
80,946
shares
|
$24.3 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
80,868
shares
|
$24.3 Million
0.44% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
80,663
shares
|
$24.2 Million
1.62% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
80,635
shares
|
$24.2 Million
1.7% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
80,568
shares
|
$24.2 Million
3.09% of portfolio
|
Q3 2025
Reduced 18.67%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
80,268
shares
|
$24.1 Million
1.63% of portfolio
|
Q3 2025
Added 20.46%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
80,099
shares
|
$24.1 Million
2.16% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
General American Investors CO Inc
|
Oct 31, 2025 Q3 2025 |
80,000
shares
|
$24 Million
1.55% of portfolio
|
Q1 2021
Reduced 5.88%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2025 Q3 2025 |
80,000
shares
|
$24 Million
2.74% of portfolio
|
Q4 2023
Added 2.56%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
79,881
shares
|
$24 Million
3.17% of portfolio
|
Q3 2025
Reduced 0.05%
|
|