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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
71,110
shares
|
$21.4 Million
0.73% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
70,842
shares
|
$21.3 Million
3.1% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
70,644
shares
|
$21.2 Million
2.75% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
70,442
shares
|
$21.2 Million
2.17% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
70,281
shares
|
$21.1 Million
3.53% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
70,221
shares
|
$21.1 Million
0.45% of portfolio
|
Q3 2025
Reduced 21.5%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
70,214
shares
|
$21.1 Million
3.58% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
70,206
shares
|
$21.1 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
70,031
shares
|
$21 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
70,018
shares
|
$21 Million
0.44% of portfolio
|
Q4 2025
Added 25.05%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
70,007
shares
|
$21 Million
3.55% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
69,862
shares
|
$21 Million
1.48% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
69,624
shares
|
$20.9 Million
1.12% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
69,613
shares
|
$20.9 Million
0.85% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
69,244
shares
|
$20.8 Million
1.43% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
69,188
shares
|
$20.8 Million
1.52% of portfolio
|
Q3 2025
Reduced 22.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
69,174
shares
|
$20.8 Million
1.11% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
69,127
shares
|
$20.8 Million
2.34% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
68,920
shares
|
$20.7 Million
1.75% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
68,693
shares
|
$20.6 Million
0.88% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
68,609
shares
|
$20.6 Million
1.27% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
68,310
shares
|
$20.5 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 14, 2025 Q3 2025 |
68,307
shares
|
$20.5 Million
1.49% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
68,081
shares
|
$20.4 Million
2.36% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
67,772
shares
|
$20.4 Million
1.62% of portfolio
|
Q4 2025
Reduced 2.98%
|
|