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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
65,542
shares
|
$19.7 Million
0.55% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
65,437
shares
|
$19.7 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
65,437
shares
|
$19.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
65,366
shares
|
$19.6 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
65,249
shares
|
$19.6 Million
1.34% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
65,194
shares
|
$19.6 Million
2.81% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
65,084
shares
|
$19.5 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
65,027
shares
|
$19.5 Million
0.89% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
64,976
shares
|
$19.5 Million
1.6% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
64,619
shares
|
$19.4 Million
1.82% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
64,274
shares
|
$19.3 Million
3.37% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
64,163
shares
|
$19.3 Million
6.65% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
64,159
shares
|
$19.3 Million
1.31% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
64,156
shares
|
$19.3 Million
3.57% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
64,047
shares
|
$19.2 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
63,993
shares
|
$19.2 Million
0.74% of portfolio
|
Q3 2025
Added 2186.28%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
63,816
shares
|
$19.2 Million
0.51% of portfolio
|
Q3 2025
Added 23.75%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
63,767
shares
|
$19.2 Million
3.73% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
63,341
shares
|
$19 Million
0.51% of portfolio
|
Q2 2022
Added 1.91%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
63,337
shares
|
$19 Million
0.95% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 14, 2025 Q3 2025 |
63,314
shares
|
$19 Million
2.03% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Winslow Asset Management Inc
|
Nov 06, 2025 Q3 2025 |
63,292
shares
|
$19 Million
3.75% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Nat West Group PLC
|
Jan 13, 2026 Q4 2025 |
63,194
shares
|
$19 Million
4.72% of portfolio
|
Q4 2025
Added 97.23%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
63,115
shares
|
$19 Million
0.1% of portfolio
|
Q2 2022
Added 10.42%
|
|