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 |
|---|---|---|---|---|---|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
67,702
shares
|
$20.3 Million
0.36% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
67,642
shares
|
$20.3 Million
1.99% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
67,634
shares
|
$20.3 Million
2.6% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
67,534
shares
|
$20.3 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
67,471
shares
|
$20.3 Million
0.47% of portfolio
|
Q2 2025
Reduced 54.88%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
67,450
shares
|
$20.3 Million
1.91% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
67,397
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2025
Added 398.72%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
67,171
shares
|
$20.2 Million
3.54% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
67,093
shares
|
$20.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
67,000
shares
|
$20.1 Million
7.93% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
66,806
shares
|
$20.1 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
66,707
shares
|
$20 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
66,691
shares
|
$20 Million
0.73% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
66,652
shares
|
$20 Million
3.82% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
66,589
shares
|
$20 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
66,491
shares
|
$20 Million
1.03% of portfolio
|
Q3 2022
Added 5.67%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
66,299
shares
|
$19.9 Million
1.67% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
66,288
shares
|
$19.9 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
66,191
shares
|
$19.9 Million
0.38% of portfolio
|
Q3 2025
Added 20.61%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
66,000
shares
|
$19.8 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
65,963
shares
|
$19.8 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
65,945
shares
|
$19.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
65,939
shares
|
$19.8 Million
2.41% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
65,767
shares
|
$19.8 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
65,667
shares
|
$19.7 Million
0.26% of portfolio
|
Q3 2025
Added 17.66%
|
|