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 5,445 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 |
|---|---|---|---|---|---|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
62,841
shares
|
$18.9 Million
1.1% of portfolio
|
Q3 2025
Reduced 27.35%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
62,678
shares
|
$18.8 Million
1.77% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
62,478
shares
|
$18.8 Million
0.23% of portfolio
|
Q3 2025
Added 95.55%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
62,445
shares
|
$18.8 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
62,415
shares
|
$18.7 Million
2.41% of portfolio
|
Q1 2023
Added 99.75%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
62,370
shares
|
$18.7 Million
3.29% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
62,273
shares
|
$18.7 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
62,222
shares
|
$18.7 Million
0.95% of portfolio
|
Q3 2022
Reduced 15.51%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
62,047
shares
|
$18.6 Million
2.87% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
62,037
shares
|
$18.6 Million
3.24% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Walter Public Investments Inc.
Westmount, Z4 |
Oct 27, 2025 Q3 2025 |
61,915
shares
|
$18.6 Million
3.36% of portfolio
|
Q3 2025
Added 152.23%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
61,730
shares
|
$18.5 Million
1.31% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
61,724
shares
|
$18.5 Million
2.73% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
61,723
shares
|
$18.5 Million
0.74% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
61,497
shares
|
$18.5 Million
2.02% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Sara Bay Financial
|
Oct 10, 2025 Q3 2025 |
61,436
shares
|
$18.5 Million
5.99% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Carmel Capital Management L.L.C.
|
Nov 12, 2025 Q3 2025 |
61,377
shares
|
$18.4 Million
6.12% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
61,253
shares
|
$18.4 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
61,144
shares
|
$18.4 Million
3.91% of portfolio
|
Q2 2022
Reduced 6.22%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
61,048
shares
|
$18.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 95.43%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
60,860
shares
|
$18.3 Million
3.54% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
60,730
shares
|
$18.2 Million
3.13% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
60,525
shares
|
$18.2 Million
4.53% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
60,353
shares
|
$18.1 Million
0.16% of portfolio
|
Q4 2025
Reduced 18.66%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
60,238
shares
|
$18.1 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.04%
|
|