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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
60,092
shares
|
$18 Million
0.29% of portfolio
|
Q4 2025
Added 18.47%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
60,060
shares
|
$18 Million
3.0% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 09, 2026 Q4 2025 |
59,928
shares
|
$18 Million
2.36% of portfolio
|
Q4 2025
Reduced 6.25%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
59,869
shares
|
$18 Million
2.7% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
59,825
shares
|
$18 Million
3.98% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
59,687
shares
|
$17.9 Million
2.82% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
59,644
shares
|
$17.9 Million
3.72% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
59,632
shares
|
$17.9 Million
1.18% of portfolio
|
Q3 2023
Reduced 0.62%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
59,583
shares
|
$17.9 Million
1.68% of portfolio
|
Q3 2025
Reduced 18.03%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
59,483
shares
|
$17.9 Million
1.92% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Vantage Investment Partners, LLC
|
Oct 30, 2025 Q3 2025 |
59,473
shares
|
$17.9 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
59,463
shares
|
$17.9 Million
1.31% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
59,442
shares
|
$17.9 Million
2.22% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
59,440
shares
|
$17.9 Million
1.26% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
59,357
shares
|
$17.8 Million
0.98% of portfolio
|
Q4 2025
Added 2.35%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
59,335
shares
|
$17.8 Million
4.37% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
59,239
shares
|
$17.8 Million
2.91% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
59,156
shares
|
$17.8 Million
2.63% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 06, 2025 Q3 2025 |
59,121
shares
|
$17.8 Million
5.75% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
59,108
shares
|
$17.8 Million
0.8% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,106
shares
|
$17.8 Million
0.72% of portfolio
|
Q1 2023
Reduced 7.45%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
58,741
shares
|
$17.6 Million
2.85% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
58,653
shares
|
$17.6 Million
1.22% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
58,447
shares
|
$17.6 Million
5.18% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
58,351
shares
|
$17.5 Million
1.91% of portfolio
|
Q4 2023
Reduced 5.24%
|
|