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 |
|---|---|---|---|---|---|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
79,880
shares
|
$24 Million
4.51% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
79,671
shares
|
$23.9 Million
2.83% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
79,606
shares
|
$23.9 Million
0.96% of portfolio
|
Q3 2025
Added 88.73%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
79,538
shares
|
$23.9 Million
1.0% of portfolio
|
Q3 2025
Reduced 25.3%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
79,447
shares
|
$23.9 Million
0.89% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
79,422
shares
|
$23.9 Million
2.31% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
79,330
shares
|
$23.8 Million
0.81% of portfolio
|
Q4 2025
Reduced 2.96%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
79,308
shares
|
$23.8 Million
1.93% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
79,197
shares
|
$23.8 Million
2.66% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
79,111
shares
|
$23.8 Million
2.93% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
79,104
shares
|
$23.8 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
79,041
shares
|
$23.7 Million
2.97% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
78,707
shares
|
$23.6 Million
0.59% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
78,439
shares
|
$23.6 Million
2.34% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
78,416
shares
|
$23.6 Million
1.72% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
78,362
shares
|
$23.5 Million
1.54% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
78,286
shares
|
$23.5 Million
1.04% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
78,071
shares
|
$23.5 Million
0.94% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2025 Q3 2025 |
78,065
shares
|
$23.4 Million
6.09% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
77,979
shares
|
$23.4 Million
1.37% of portfolio
|
Q3 2025
Added 31.01%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
77,938
shares
|
$23.4 Million
5.96% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
77,891
shares
|
$23.4 Million
1.75% of portfolio
|
Q3 2025
Reduced 18.93%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
77,837
shares
|
$23.4 Million
2.94% of portfolio
|
Q1 2024
Added 464.45%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
77,762
shares
|
$23.4 Million
1.4% of portfolio
|
Q4 2025
Added 4.34%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
77,455
shares
|
$23.3 Million
1.51% of portfolio
|
Q3 2025
Added 0.98%
|
|