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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
74,281
shares
|
$22.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
74,197
shares
|
$22.3 Million
0.23% of portfolio
|
Q3 2025
Added 33.86%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
74,018
shares
|
$22.2 Million
0.19% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
73,999
shares
|
$22.2 Million
4.17% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
73,918
shares
|
$22.2 Million
0.1% of portfolio
|
Q3 2025
Added 50.44%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
73,907
shares
|
$22.2 Million
1.86% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
73,754
shares
|
$22.2 Million
0.45% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
73,372
shares
|
$22 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
73,326
shares
|
$22 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
73,248
shares
|
$22 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
73,089
shares
|
$22 Million
1.57% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
73,047
shares
|
$21.9 Million
0.84% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
72,874
shares
|
$21.9 Million
1.27% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
72,713
shares
|
$21.8 Million
2.52% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
72,700
shares
|
$21.8 Million
0.75% of portfolio
|
Q4 2021
Reduced 14.6%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
72,532
shares
|
$21.8 Million
2.14% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
72,529
shares
|
$21.8 Million
2.82% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
72,479
shares
|
$21.8 Million
2.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
72,148
shares
|
$21.7 Million
1.99% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
72,055
shares
|
$21.6 Million
2.6% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
71,898
shares
|
$21.6 Million
2.21% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
71,714
shares
|
$21.5 Million
2.36% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
71,665
shares
|
$21.5 Million
1.35% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
71,579
shares
|
$21.5 Million
0.6% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Osher Van De Voorde Investment Management
|
Oct 14, 2025 Q3 2025 |
71,562
shares
|
$21.5 Million
5.44% of portfolio
|
Q3 2025
Reduced 1.0%
|
|